7.30 All-in Morning Report:
The tech sector has collectively crashed! Everyone holding tech stocks is suffering. Does anyone still believe in light and computing power? Has time proven them right?
1. $BTC is doing quite well, holding steady. Those predicting it will reach 50,000 haven't shorted it; instead, they're saying they'll wait for a rebound.
2. $ETH has been performing much better than Bitcoin recently; I don't understand why.
3. $SOL is acting strangely; this cute little thing is being ignored.
4. US Central Command: The US military has launched an attack on Iran.
You two should just team up and speculate on oil.
5. US senators plan to tighten the ethical clauses of the Clarity Act, restricting Trump's connections to crypto businesses.
Trump only says, "I've heard of it, but I don't know."
6. US SEC Chairman: If the Clarity Act fails, the SEC will formulate its own crypto rules.
7. Trump strongly supports Warsh and criticizes the Federal Reserve Committee; the FOMC shows a rare policy divergence in nearly 50 years.
It's clear there's a traitor within!
8. The U.S. Second Circuit Court of Appeals rejected Kalshi's request to suspend enforcement of New York State gambling laws during the appeal process;
9. Across: Attackers have returned approximately $3.7 million, and the team paid out 10% of the bounty;
They probably obtained some evidence. Returning money in this market is incredibly generous;
10. Robinhood CFO: July trading volumes for stocks, options, and prediction markets were roughly flat compared to the second quarter;
More interestingly, the earnings report mentioned meme's name 😂;
11. Safe Q2 trading volume hit a record high of nearly 130 million transactions, with smart account usage continuing its compound growth;
No wonder $SAFE has been performing quite well recently;
12. The Russian State Duma advised its citizens not to buy Pavel Durov's Gram(ton) tokens;
It's a case of "if your own people aren't buying your own," and "if your own people aren't buying your own";
13. Castle Labs: Revenue from 6 major protocols reached $7.26 billion in the first half of the year. Billions of dollars, but net value inflows to token holders were negative;
14. Samsung Electronics: Not considering issuing American Depositary Receipts (ADRs) for the time being, but open to issuing ADRs in the medium to long term;
And threw a pile of manure at its neighbor, SK Hynix;
15. The South Korean stock market introduced emergency measures, but they are likely to be useless, just like the 2015 A-share market's crackdown on margin trading, funds can no longer be leveraged;
16. Institutions: The Federal Reserve continues to hold steady, and will continue to "wait for data" until the end of the year;
------------- Still trading stocks? Still playing with things you don't understand? Still doing value investing? Why not join the teacher's paid group?
#Bitcoin #Ethereum #Solana #Crypto #Nasdaq
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KK.aWSB
07-24 15:03
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Interesting Fact: Lessons from the 400-Meter Megaship's "Physical Deadlock" on Global Liquidity
In March 2021, the Evergreen Straits was blocked by the 400-meter-long, 220,000-ton cargo ship "Changci," which, due to strong winds and human error, became lodged at an angle in the narrow physical gap of the canal.
For six days, this megaship acted like a violent "physical circuit breaker," directly disrupting 12% of global trade and nearly $10 billion in daily cargo flow.
Wall Street's most sophisticated quantitative hedging algorithms and high-frequency hedging models completely failed at this moment, leaving hundreds of oil tankers and cargo ships paralyzed like traffic jams at the entrance to the Mediterranean and Red Seas.
The world's manufacturing giants were horrified to discover that their proud "zero-inventory" supply chains proved extremely vulnerable to the physical deadlock caused by a muddy canal and a mechanical behemoth.
🖊️ "Single Point of Failure and High-Frequency System Vulnerability Testing": The Changcihao congestion incident is a vivid example of "bottom-level protocol paralysis" in modern globalized division of labor. Global capital, in pursuit of ultimate capital utilization efficiency, has pushed supply chains to their absolute limits, leaving no redundancy.
However, this high-dimensional efficiency model is entirely anchored to vulnerable physical nodes. Once the lowest-level physical channels become congested, the entire highly complex upper-level derivative business network will instantly experience a systemic cascading collapse.
This reveals that whether it's a global supply chain or a decentralized on-chain network, blindly pursuing linear efficiency while ignoring redundancy defenses is destined to be struck by tail risks.
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Token Terminal 📊
07-23 20:11
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The fastest-growing blockchains in RWA value this month, ranked by 30-day increase - Data from @tokenterminal.
@RobinhoodApp Chain - $323.7 million (+11,416.2%)
@tempo - $23.6 million (+74.3%)
@monad - $198.7 million (+36.7%)
@plumenetwork - $28.4 million (+35.7%)
@Cardano - $55.3 million (+23.1%)
@avax - $2.5 billion (+22.6%)
@SonicLabs - $124.2 million (+22.1%)
@fraxfinance (Fraxtal) - $39 million (+18.4%)
@BNBCHAIN - $9.2 billion (+16.5%)
@ton_blockchain - $670.4 million (+6.4%)
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梭教授说
07-17 23:20
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✍️After being stuck with a losing position for a long time, it becomes value investing.
It seems like every circle is more or less the same. Whether it's crypto, US stocks, or A-shares, the ones that worry you the most are often the ones that hurt you the most.
🌟 Has CWW become a complete idiot?
This is the most frequently heard topic lately. Hynix went downhill, dragging the entire Korean index down with it, and then… nothing happened.
Anyone who didn't strictly adhere to position management and blindly bought the dip is now stuck with a huge loss.
I saw a video of the "Masked Guy" on Douyin (TikTok). At first, I didn't understand what he was talking about, but later I realized.
I don't know much about storage, but I used to research Chia and witnessed firsthand how hard drives took off and then disappeared without a trace 😂.
Of course, the most volatile stocks on the market are definitely storage stocks. They rise sharply, fall sharply, and rebound sharply. I saw many trading experts profiting from the rebound, so I followed suit.
🌟 Investing Has Turned into Value Investing
These past few days, I've seen many friends suddenly become value investors in US stocks, seriously adhering to Buffett's long-term value philosophy.
At first, I was a little bewildered.
Later, I asked around and found out—they were just like me, stuck with losses, and had become honest, playing dead.
This reminded me of when I used to buy cryptocurrencies: I bought in and got stuck—I started researching—after researching, I started adding to my position—and after adding to my position, I became a value investor.
As long as you can keep me stuck, I'll hold on, becoming a loyal diamond holder.
Just like those people who are currently buying the dip in memory and semiconductor stocks.
Of course, I'm buying too. Because I'm stuck, I just want to break even.
🌟 Leveraged ETFs + Perpetual Contracts: Unlimited Power
You never know what you're playing with. If you don't study the underlying logic, you might just be playing like a novice.
These crypto exchanges have listed a ton of leveraged ETFs and perpetual contracts; all I can say is—genius 😂.
Take $SOXL and $SOXS as examples: one is a 3x long position in semiconductors, the other a 3x short position in semiconductors.
Add 33x leverage, and you have nearly 100x leverage.
But anyone familiar with exchange-traded token ETFs knows that there's significant wear and tear during sideways trading.
It's naturally more suitable to think about it from the opposite perspective.
For example, Southern Securities' 2x long position in Hynix didn't see Hynix's price fall back to its March-April levels, but the Southern Securities 2x long position in Hynix had already fallen nearly 80% from its peak.
Unfortunately, thinking about it is one thing, but actually doing it isn't so clear-headed 😮💨.
I kept telling @hebi555 @MetaHunter168 @crypto_laodong that shorting SOXL would be much more profitable than going long, but in the end we went long anyway 🤣.
🌟 Fundamentals are worthless in the face of sentiment.
When prices fall, a bunch of people are shouting about fundamentals.
You can tell immediately that they're trapped—because I also want to shout, "The fundamentals haven't changed."
However, with the market constantly falling, everyone's money is tied up in other things; they won't be buying the dip.
The sentiment is one of panic.
True heroes dare to face the dripping blood.
What kind of heroes are these—they're just going to make this money anyway.
✍️ Figure out how much loss you can tolerate.
Think more about what you can do with this money, and whether you can continue playing if you don't gamble.
If all else fails, use the money you can accept losing to play around; your mindset will be much better.
Of course, this won't make you rich, that's for sure.
Look at the "teachers," they're still having a good time, since they're always making money. Even Ren Zeping has been sued, but the "teachers" on Twitter are still tough!
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Solana
07-11 01:54
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SK Hynix ($SKHYx) is now listed on Solana, EVM, TON, and other major exchanges.
As one of the world's largest memory chip manufacturers and a major supplier to Nvidia, SK Hynix has listed on Nasdaq.
This is the largest foreign company listing in the US to date. It was tokenized by xStocks on its first day of trading.
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吴说区块链
07-08 01:40
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According to Wu, TAC Protocol (TAC) plummeted 90% in 15 minutes on the Binance Alpha page, currently trading at $0.0067. TAC opened for trading on Binance Alpha on July 15th, and the TACUSDT perpetual contract was launched. TAC is an EVM-compatible blockchain token for the TON and Telegram ecosystem.
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Wu Blockchain
07-08 00:21
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The TAC token, backed by TON Ventures and Hack VC, plummeted over 90% in 15 minutes.
Binance Alpha's TAC token plunged over 90% in 15 minutes, falling to approximately $0.0063. TAC was first listed on Binance Alpha and Binance Futures in July 2025. The project, supported by TON Ventures and investors including Hack VC, Animoca Ventures, Symbolic Capital, and Spartan Group, aims to build an EVM-compatible blockchain for the TON and Telegram ecosystem.
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Blave
07-06 14:00
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Cryptocurrencies showing unusual upward momentum today include $YFI, $EPIC, and $LIT; while those showing unusual downward momentum include $4, $BIRB, and $TAIKO...
In terms of sector performance, the stronger sectors today are payments, perps, and the TON ecosystem. These are worth monitoring!
To see which cryptocurrencies are showing unusual trend momentum, go to:
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OneKey 华语
07-05 06:21
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New on the market, please choose your hero 👇
the-open-network:native: Native asset related to the TON ecosystem. Will the name change change its fate?
$AMAT: Applied Materials, a member of the semiconductor and advanced display manufacturing chain. Those speculating on chips should look to it.
$BOT: RoboStrategy, focusing on robotics and physical AI.
$SOFTBANK: SoftBank, a Japanese technology investment group with reach across various industries, connected to AI and global technology assets.
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吴说区块链
07-02 21:05
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Wu learned that James Butterfill, Head of Research at CoinShares, released an institutional research report on The Open Network (TON). The report's core findings suggest that while TON demonstrates industry-leading distribution capabilities thanks to Telegram's approximately 1 billion monthly active users, its conversion rate (approximately 0.12%) and token value capture ratio (below 0.3%) remain low. Although the Catchain 2.0 upgrade in April 2026 significantly improved network performance and increased annualized staking yields to approximately 16.7%, the substantial fee reductions mean that TON tokens currently represent more of an option on future monetization policies. The report also warns of risks such as the unlocking pressure of TON tokens before 2029, the single-platform dependence on Telegram, and regulatory vulnerability.