Orbit: Crypto Community Feed
Influential Creator
$SPCX has opened. Wishing you bulls a fortune.
I'm still stuck shorting at 110, but I'm not in a hurry.
I bought 1000 shares spot at 164, still not breakeven.
Even if it rises to 170, that's better—I can break even on the spot.
Using the funds freed up from breaking even, I'll add margin directly to 400.
400 is the liquidation price; I'll just wait to see when it liquidates me.
The price is now fluctuating around 130 back and forth.
Do you think it's all about fighting for chips? No, it's turnover.
The current market isn't as intense as before.
Previously, at open, it either crashed sharply then slowly pulled up, then crashed again.
Now it just hovers at the IPO price. Who is this price level for?
Of course, it's for early investors and IPO buyers.
To let more people buy SPCX and then continue to crash.
#SPCX因星舰发射与解禁引发多空分歧
Snapshot at 11 Aug 2026, 21:53
Up over 150% in seven weeks! Is it time to short $PUMP now?
$PUMP 在过去的一段时间里持续地波浪式上涨。 $PUMP 的上涨非常有规律，先涨上去一段，然后回调，再涨上去一段，再回调……如此往复。 最后呈现的结果是，从六月底到现在，它的涨幅已经超过了150％，涨幅可谓十分惊人。 我个人认为，现在这个位置空进去并不是一件坏事。 因为如果按波浪式上涨的规律看，现在正好处于浪头的位置，后续是会往下回调的。 —————————————————— 我们看一下它的合约数据。 可以发现，它的合约持仓量呈现先下降后上升的趋势，对应的多空比呈现先上升后下降的趋势。 这说明，在它上涨的阶段是积累了很多的空头的。 —————————————————— $PUMP 这个代币最后的项目其实是很好的，项目本身的营收非常高。 只是可惜的是，项目并没有给它的代币太多的赋能。 $HYPE 背后的项目会拿出绝大多数的收入去回购，而$PUMP 背后的项目却没有这么做。 如果项目本身不为代币赋能，那代币就有种类似于吉祥物的感觉。 —————————————————— 我目前是开空了$PUMP ，有两方面的原因吧。 一方面是我认为市场可能要迎来一次大的下跌；另一方面是我认为$PUMP
$BTC
Introducing my next pivot...
548 days before the halving.
This has consistently aligned with bear market bottoms.
Price is currently around 600 days away from the halving, meaning this isn't the time to be bearish. It's time to look for longs and buy the dips.
In the previous bull cycle, an ATH was reached before the halving. This time, the bottom could have formed slightly earlier than the 548-day mark.
The bottom could already be in, or it's very close.
Holding my swing long from 59.4K and all my spot buys.
$ETH $BTC I'm so frustrated, why is this happening?
Why has Ethereum been sideways at 1890 for so long? Clearly, it looks like the upward correction is ending, and it's very likely to drop. I've set my positions several times, but I just can't bring myself to click the short button.
It's really painful, I'm so annoyed right now. I clearly exited at 1876, so I can just treat it as buying back at a high price, as if I didn't close the position yesterday, lowering my cost by 15 points. What a good thing.
Why am I so afraid to enter and take a loss? I could go from a 500u profit to almost breaking even, but my inner feeling isn't as strong as it is now. What's the reason?
I clearly took a 550u loss after exiting yesterday. If I really entered, at worst I'd just give back some profit. What's the psychology behind this? Why am I just too scared to enter?
It's unbearably painful, I'm about to break down $ETH
Snapshot at 10 Aug 2026, 23:23
Don’t fall for the trap of thinking every altcoin pumps at the same time. That’s not how this works.
Don’t fall for the trap of thinking every altcoin pumps at the same time. That’s not how this works. 💰 The market is still mostly flat and lifeless. Only a handful of alts actually have real momentum right now. This isn’t an altseason — it’s a liquidity rotation. 🧭 Smart money is being extremely selective. It’s flowing into coins with real narratives, real liquidity, and real upside potential. Everything else is just chopping sideways or bleeding out. 📉🔍 Currently pushing higher: 🔺 $JTO $JE
Influential Creator
$OKB is really strong. Last night, $BTC dropped 2 points before the CPI data release, but OKB was basically unaffected and even rose, showing an independent trend.
1. A few days ago, after the non-farm payroll data boosted rate cut expectations, OKB surged 10%. The normal profit-taking correction from the day before yesterday has ended, and judging by the current momentum, it clearly wants to push higher again.
2. From the current perspective, as long as the price doesn't fall below 88, the overall trend remains upward. Moreover, this is an independent trend relying only on the broader market, X Layer, and the OKX ecosystem. Although it will be affected by the CPI data, it has the potential to maintain an independent trend.
3. Friends who haven't bought OKB can consider building some base positions; there will be opportunities to perform. But don't hold too heavy a position. Those who want to accumulate can choose the low points when everyone is panicking. I previously accumulated some OKB by participating in the flash earning event, so now I feel completely at ease. #财报观察员：AI基建财报接力登场
Snapshot at 11 Aug 2026, 14:43
$MMT big rebound! You can short in now!
最近，$MMT 在反复的震荡。 这种情况我之前在$UB 上面见到过，当时也是跌下来之后反弹，然后在高位反复的震荡。 我们看一下当时的走势。 可以发现，这两个币的走势有种异曲同工之妙。 不过，$UB 的震荡手法没有$MMT 那样细腻，$MMT 的震荡过程看起来更加的柔和，同时也更有欺骗性。 —————————————————— 我们来看一下它的合约数据。 可以发现，在今天下午的反弹中，它的合约持仓量在一路上涨，同时合约多空比在一路下降。 这说明在今天下午的上涨中，有许多的资金在做空$MMT 。 我们再来看一下它长一点时间的数据。 可以发现，它的合约持仓量是有一次迅猛的增长的，同时它的合约多空比也是有一次剧烈下跌的。 这段时间正好对应着$MMT 从底部反弹的阶段。 这说明，市场上在它上涨的时候，是有很多资金愿意做空的。 不过，但后续的震荡中，它的合约持仓量在逐步的下跌，多空比却在逐步的上涨。 我个人认为，这是空头在接力。 —————————————————— 我目前是做空了$MMT 。 我切切实实感觉到，现在市场突然有点恶劣了。 我猜测，可能和明天即将公布的通胀率有关。 可能是市场要避险，
#财报观察员：AI基建财报接力登场
$SNDK SanDisk grid floating profit has turned positive. Nearly 3,300 arbitrage trades were executed in 7 days, averaging 470 per day, with grid earnings of 37U, paired loss narrowed to 31U, total profit +5.92U. Previously lost over 30 points but held on hard, now starting to make money.
$SPCX The unlock wave did not crash the stock price, which has risen back above the IPO price. But the next batch of 319 million shares unlocking on August 20 is already on the way, and there are 700 million shares in September. Shorts haven't fully exited; currently more than 250 million shares are still shorted. The fundamental direction hasn't changed, I continue holding the grid waiting for the August 13 investor day. SanDisk's fundamentals haven't collapsed, Citibank's 2500 target price remains, and the long-term storage logic is still intact. As long as the forced liquidation price isn't broken, I will hold steady.
This week AI infrastructure earnings reports are intensive; data from optical modules, computing power cloud, and equipment manufacturers will verify whether AI capital expenditure is accelerating or slowing down. SanDisk grid closed at 1279 tonight, with an upper range of 1490 and lower range of 1219, enough room to run. Now grid earnings can cover the floating loss of the base position, making the holding mentality much steadier. Continue letting the grid run itself, waiting for what cards SanDisk can play on the 13th investor day.
Snapshot at 11 Aug 2026, 21:43
Most people say that staking 42 million ETH is a supply positive, but I don't see it that way.
The staked amount has surpassed 42 million, accounting for nearly 35% of the total supply. Many accounts say: ETH is becoming increasingly scarce, supply is locked, and price pressure is reduced.
I understand this logic; on the surface, it does hold true. But if you look closely at what has happened with Ethereum this year, you'll find that behind the surge in staking rate is a more complex, even somewhat ironic story.
On August 4th, Justin Drake, along with five other Ethereum Foundation researchers, submitted EIP-8361. The core mechanism is "Tapered Issuance Burn": as the staking ratio rises, the proportion of validator rewards that are burned also increases, until the staked amount reaches 50% of the total supply (about 60.25 million ETH), at which point new consensus layer issuance drops to zero.
This proposal made me think for a long time.
On the surface, EIP-8361 addresses the problem of "over-staking leading to centralization"—indeed, when 35% of ETH is locked in staking contracts, and Lido alone accounts for over 30% of validator share, the centralization risk is real.
But here’s the question: who is most disadvantaged by this proposal?
The ones most disadvantaged are those currently staking. If you stake ETH today, you earn about 3.5%-4% annualized yield. Once EIP-8361 passes and staking rates continue to climb, your rewards will be automatically diluted by the system until they reach zero at the 50% threshold. In other words, the more people stake, the faster they push the critical point where their own rewards diminish.
It’s a bit like the story of everyone desperately pouring water into a pool, unaware that the pool has an ever-growing leak.
Now, regarding the DeFi side. Ethereum staking’s base yield has long been regarded as the "risk-free rate anchor" in the DeFi world—interest rate pricing for lending protocols like Aave and Compound is, to some extent, referenced to this anchor. If EIP-8361 pushes this base yield down or even to zero, liquid staking projects that rely on Ethereum staking yields as their product narrative (Lido, Rocket Pool) and LRT protocols (EigenLayer’s EIGEN staking logic) will face valuation shocks.
Community controversy over EIP-8361 is still significant. On the Ethereum Magicians forum, some voices directly say: the proposal was submitted just before the Hegotá upgrade deadline, leaving seriously insufficient time for community discussion. This is not an ordinary parameter adjustment; it is a fundamental change to Ethereum’s monetary policy, yet it was pushed through like an emergency bill. This procedural issue alone deserves separate caution.
My current judgment is: the probability of EIP-8361 being implemented in 2026 is low, but its very existence already casts a question mark over ETH’s "monetary expectations"—what exactly will Ethereum’s future issuance policy be? Who decides? This uncertainty creates friction for institutions allocating ETH.
This is my understanding at this stage, but I leave myself a 30% chance to reverse because if EIP-8361 passes in a modified form with a sufficiently long transition period (the proposal mentions 18 months), the impact might be milder than I expect. For those following ETH staking mechanisms, do you think the impact on the DeFi side will be more severe than the consensus layer issuance itself, or not so much?
#现货ETF资金分化，BTC卖压仍在