The Fed's July meeting minutes are out, and the tone remains hawkish. Nine members agreed not to raise rates, while three voted against (Logan, Harker, Kashkari, all wanting a 25 basis point hike). Two others without voting rights also sided with raising rates. The minutes are quite straightforward—many officials feel that if inflation doesn't come down, policy may need to tighten further. They also specifically mentioned that AI stock valuations are too high, saying these companies' stock prices are built on expectations of "making big money in the future," and if those expectations falter, it could trigger a chain reaction. But the market isn't buying it much anymore. July CPI did come down, employment data softened, and CME data shows the probability of no rate hike in September has returned to over 67%. The minutes are hawkish, pricing is dovish, and the two sides are clashing. There are two small side notes: Wash proposed reducing the Fed's annual meetings from 8 to 6, but no change this year; the entire minutes never mentioned the word "rate cut." As for Bitcoin $BTC, the minutes are hawkish but the data is dovish, so the tug-of-war results in sideways movement. The Fed calling out AI overvaluation is worth noting—if funds really pull out from those crazily rising AI hardware stocks, they might flow into crypto instead. For now, let's see if 65000 can hold. #美联储7月FOMC纪要9比3，官员加息分歧仍在

$HYPE is holding up pretty well today 👊 $HYPE pushed from 58 all the way to 72 today, now at 69, up 12%, with a trading volume of 9.38 million and a turnover of 650 million. Trump's call to the SEC chairman to promote Hyperliquid's entry into the US market directly ignited the rally, and this surge is quite strong. The volume and price coordination is decent, but the STOCHRSI is only 11, indicating that after an overbought pullback, it has rallied again, so short-term sentiment is still there. I opened a small short position to see if this wave can be suppressed first; chasing longs at this level feels a bit risky. Do you think it can hold above 70? #波动雷达：币种异动观察

Today's comment Q: After the price reaches a key level, do you open a position immediately or wait for confirmation? I wait for confirmation. I used to be the type who would rush in as soon as the price hit a key level, thinking "this time is different," but I got shaken out countless times. Often, when the price reached a support level, I would jump in, but it would dip slightly below and then pull back, and I would have already been stopped out at that slight break. Later, I learned my lesson: reaching the level alone isn't enough; I need a signal before I act. What do I mean by a signal? For example, a long lower shadow appears at the support level, or a bullish candle closes, indicating someone is buying. Or if the price moves sideways near the key level without dropping further, then I consider entering. Simply put, the key level is the test question, and the confirmation signal is the answer. Just seeing the question and jumping in is likely wrong. You have to wait for the answer before entering. Do you jump in immediately when the price hits the level, or do you wait for confirmation like me? Let's chat in the comments.👇 #交易之声：你的经验值得被听到

SanDisk $SNDK just surged yesterday, and today it got hit. On August 18th, the opening price dropped more than 9% at one point, dragging down Micron $mu, Western Digital $WDC, Seagate $STX, and SK Hynix $skhy, all falling over 7%. The entire storage sector was heavily sold off. A few days ago, the investor day promises looked quite appealing—8 customers, agreements up to 5 years, guaranteed revenue of 93.9 billion, and an 80% gross margin. The stock price rose 13% that day. But today, it gave back a lot right at the open. Bank of America did come out to support, saying SanDisk's targets could serve as a reference for Micron's valuation. Institutions are still betting that AI and HBM demand can pull storage stocks out of the cyclical stock logic. But the market is clearly not that confident—the promises were made, but whether they can be fulfilled is another matter. Now the divergence is clear: Can long-term agreements really convert into stable income and ultra-high profit margins? If this pullback can hold at previous lows, it’s just digesting an overextension; if it breaks further down, the market might be starting to reassess "how much AI storage is really worth." Looking at $BTC, storage stocks are the sentiment barometer for the AI hardware sector. If these stocks collectively weaken, the Nasdaq will be dragged down, and BTC won’t escape short-term pressure either. Let’s see where the funds flow after this adjustment. #闪迪回落逾9%，存储估值分歧加剧

$GPS got a pin bar 👊, is it a good time to buy the dip? $GPS surged to 0.0189 today then directly dropped to 0.0145, now at 0.0148, down 14%, with a trading volume of 10.1 billion. That pin bar was brutal, all the buyers chasing the high got stuck on the flagpole. STOCHRSI dropped to 8, seriously oversold. Usually, after such a sharp drop, there’s a rebound. I opened a small long position, betting on a bounce to see if I can make some profit. What do you guys think, will it bounce back this time? #波动雷达：币种异动观察

Made two trades today, one profit and one loss, but the profit wasn't enough to cover the loss. Long $SNDK gained 30 points, entered at 1735, exited at 1789, caught a rebound wave, exited smoothly. Long $BEAT lost 110 points, entered at 0.259, stopped out at 0.235, the more I added the more it dropped, gone just like that. Gained 30 points, lost 110 points, completely disproportionate. Lately, whatever I do goes wrong, if I get the direction right I get stopped out, if I get it wrong I get blown out immediately, nothing works. Taking a break first, not forcing it, will wait for the rhythm to come back. Let's chat in the comments about your trades today.

#交易之声：你的经验值得被听到 Today's follow-up question: When choosing coins, do you value the sector, capital, or tokens the most? I choose the sector. Of course, I also consider capital and tokens, but those are matters for the mid to late stages. If you pick the wrong sector at the start, all the effort later is in vain. My own experience illustrates this well. A couple of years ago, when NFTs were hottest, I followed the trend and bought tokens from several NFT projects. But once the sector cooled down, all the capital fled, and no matter how good the tokens were, they couldn't withstand the drop. Later, I switched to the AI sector. Although I entered a bit late, the sector was hot, capital was willing to come in, and even buying a little allowed me to get a share of the gains. So my current logic for choosing coins is simple: · The sector must be right, a story the current market is willing to pay for. If the sector is wrong, no matter how good the tokens are, I won't touch it. · Once the sector is set, look at the capital: Are there big wallets continuously buying? Is the trading volume picking up? · Finally, look at the tokens: Is the circulating supply large? Is there unlocking pressure? In short, the sector is the direction, capital is the fuel, and tokens are the foundation. If the direction is wrong, no matter how good the fuel and foundation are, it's all for nothing. What do you value most when choosing coins? Let's discuss in the comments.👇

$BEAT is still sliding down 👊 but I secretly bought the dip! $BEAT dropped from 0.322 all the way down to 0.242 today, now at 0.258, down 10%, with a trading volume of 11.67 million. The volume isn't large, but a slow decline is more exhausting than a sharp drop. STOCHRSI has dropped to 10, seriously oversold. Bottom fishing at this position is risky, but the chance of a rebound is also increasing. I opened a small long position to test the waters and see if I can catch a rebound. Do you think it's the bottom yet? #波动雷达：币种异动观察