We should avoid "grandpa and auntie coins": these coins often end up being harvested and reduced to zero In the cryptocurrency community, there is one type of coin that is always the most lively—yet always the most dangerous—the "Grandpa and Auntie Coin." Their entry barriers are so low that they hardly require any barriers, their narratives so simple that even the market elders and women can understand them, and the communities often reach tens of millions, with prices sky-high when emotions flare. $CORE and $PI are typical examples. But remember this: what you really need to do is stay far away from them. Because the ultimate outcome for these coins is usually only one thing—to cut wave after wave of retail investors like chives, then the price will drop to zero or be infinitely close to zero. History has repeatedly proven this. What is the "Grandpa and Auntie Coin"? "Grandpa and Auntie Coin" is not an official category, but rather a precise joke within the circle about a certain type of coin. They typically have the following characteristics: Participation is extremely simple: tap your phone to mine, play Telegram mini-games, and log in daily to "earn coins." Storytelling is approachable to the extreme: no complex technology, only "everyone can participate," "community prosperity," and "the future will change the world." The user base is highly retail-oriented: a large number of ordinary people and middle-aged and elderly investors encountering cryptocurrency for the first time. The market is entirely driven by sentiment: when FOMO hits, it surges; when sentiment fades, it plunges, and fundamentals are almost negligible. $CORE (Core DAO) attracted significant attention with its simple packaging of "Bitcoin security + smart contracts"; PI (Pi Network) has built a massive 'pioneer' community over years of mobile tap mining. After listing on OKX, they instantly became the focus of heated discussion among retail investors. But this is precisely the beginning of danger. A similar example of the "Grandpa and Auntie Coin" on OKX Currently, coins with spot trading on OKX and obvious "middle-aged man" attributes include (constantly changing, for warning reference only): Click the Mining / Tap-to-Earn class PI（Pi Network） $NOT （Notcoin） HMSTR（Hamster Kombat） CATI（Catizen） Classic Meme and Emotion-Driven Genre DOGE、SHIB TRUMP（Official Trump） PEPE, BONK, FLOKI, MEW, BOME, TURBO, and others Other people-friendly narrative genres CORE（Core DAO） PEOPLE and other historical community coins These coins frequently appear on OKX's popular charts and Meme section, with USDT as the main trading pair. The platform's low-barrier trading experience has actually accelerated the influx of retail investors. Why do most of them ultimately end up "harvesting leeks, resetting to zero"? No real value capture: the vast majority survive on emotions and expectations, and once the mainnet launches, unlocks, or the narrative cools down, support disappears instantly. User structure determines destiny: after a large number of "grandpa and auntie" retail investors bought at the top, liquidity dried up, and prices could only keep falling. The harvesting logic of project teams and early holders: low-cost accumulation of chips → FOMO created on the platform→ selling at high prices → retail investors taking over. This is a script that has been tested countless times. Historical data doesn't lie: from early "mining" coins to recent Telegram mini-game coins, the vast majority have pulled back 80%-99% from their peaks within months to a year after listing, even dropping to zero. The dramatic fluctuations after PI's launch and the rapid decline of various click-based game coins are living examples. Although CORE has some technical narrative, its performance after retail sentiment fades has also been disappointing. Final thoughts The crypto market has never lacked stories; what it lacks is clarity. "Grandpa and Auntie Coin" excels at using the simplest stories to fool the most innocent hopes. They can bring short-term frenzy, but after the frenzy, what is often left is a mess and a reset candlestick. Those who truly survive and make money long-term rarely bet on these kinds of coins. Rather than chasing after these illusions that "anyone can make money" on OKX, it's better to invest time and money on assets that truly have technical barriers and sustainable value. Remember: avoiding Grandpa and Auntie coins doesn't mean missing opportunities, but avoiding traps. The fate of these coins has never been shared prosperity, but rather being harvested and reduced to zero.

ZEC Takes the Lead in This Bull Market Rally, Privacy Narrative's Celebration and Concerns Amid Macro Trends In this crypto artificial bull market triggered by the U.S. election cycle and U.S. debt interventions, Bitcoin continues to rise as the market's anchor, but the true independent performer leading the sector's charge is not an ordinary altcoin, but the long-silent privacy leader ZEC (Zcash). During multiple periods of market volatility and pullbacks, ZEC repeatedly bucked the trend with strong rallies, significantly outperforming Bitcoin, becoming the standout dark horse of this bull run and bringing the privacy narrative back to the center stage of the crypto market. Many traders have realized that this round of ZEC's rise is no longer a brief thematic speculation as in past bull markets, but the result of multiple factors resonating together: halving, on-chain supply, regulatory environment, and institutional capital. Its fate is tightly bound to the broader U.S. macro and election cycle environment. Looking back at previous bull markets, privacy coins were often just temporary hotspots, with rapid rises followed by swift declines. Previously, the privacy sector faced regulatory pressure, many exchanges delisted privacy coins, and institutional funds hesitated to enter, leaving ZEC in a prolonged slump and the market once labeling it as an outdated coin. However, this cycle has fundamentally changed. Zcash's unique optional privacy architecture balances private transactions with compliance auditing, featuring a viewing key mechanism that allows institutions to audit assets, distinguishing it from fully untraceable privacy coins and securing survival space amid strict regulations. The U.S. SEC ended its investigation into the Zcash Foundation without enforcement action, removing the largest regulatory burden hanging over the project for years. Grayscale also submitted an application to convert ZEC into a spot ETF, fully igniting institutional entry expectations, and large capital has begun to reassess the investment value of the privacy sector. Supply-side tightening is the core underlying logic behind ZEC's current rally. At the end of 2024, ZEC will undergo its second halving, cutting block rewards in half and sharply reducing token inflation, significantly lowering new coin selling pressure. Meanwhile, the on-chain shielded pool continues to expand, with large amounts of ZEC moving into shielded addresses, removing these tokens from exchanges and shrinking the circulating spot supply. As buying pressure concentrates, insufficient order book depth on exchanges easily causes slippage-driven surges, where small amounts of capital can trigger large price swings. This explains why ZEC often posts large single-day green candles and liquidates many short contracts. Institutional capital and whales keep accumulating on-chain, contract market positions multiply, and intense long-short battles further amplify price elasticity. The macro environment adds fuel to ZEC's price action. Globally, on-chain analytics tools are becoming more powerful, eroding Bitcoin's so-called anonymity as every transaction can be tagged and tracked, leaving ordinary users' asset activities exposed. Europe and the U.S. continuously introduce stricter anti-money laundering regulations and tighten transaction monitoring, increasing market demand for censorship resistance and financial privacy. The "free money" narrative is gaining traction. Coupled with the current U.S. election cycle, artificial market support has warmed overall crypto liquidity, and in a broadly bullish market, capital seeks narratives not yet fully priced in. The privacy sector thus experiences a breakout. When Bitcoin consolidates, ZEC takes up the charge, leading a collective rally among smaller privacy coins and becoming a market sentiment barometer. However, we must distinguish that ZEC has real fundamental support but also contains significant bull market speculative sentiment. In this rally, part of the price increase stems from genuine on-chain privacy demand, while another part is driven by speculative capital frenzy. Many retail investors are attracted by the gains and rush in, derivatives leverage is aggressively increased, and large-scale short liquidations repeatedly push prices sharply higher. Prices often quickly detach from fundamental reasonable ranges, with weekly indicators entering severe overbought zones multiple times, risking sharp corrections at any moment. ZEC's fate remains tied to the broader market. As mentioned, the current crypto market largely benefits from the artificial bull market ahead of the midterm elections. If the election cycle ends, U.S. debt pressures rise again, and liquidity recedes, even if the privacy narrative remains intact, ZEC will struggle to stand alone. Historically, ZEC's volatility far exceeds Bitcoin's, with steep rises in bull markets and equally dramatic declines in bear markets. Risks remain overhead: Grayscale's ETF application may not be approved smoothly, global regulators remain cautious about privacy assets, and any negative regulatory news could trigger rapid sell-offs. Network protocol upgrades and on-chain governance votes will continue to disturb market sentiment, and any technical vulnerabilities could spark panic selling. At present, ZEC is still in a strong phase of this bull market, having proven it can lead the charge during market volatility. For traders, it is important not to be swept away by the profit-making frenzy and to avoid simple linear price extrapolations. Distinguish between long-term fundamentals and bull market bubbles. Shielded pool data, ETF approval progress, U.S. debt yields, and Bitcoin market trends are core signals to monitor continuously. If the artificial bull market driven by the election cycle continues and the privacy narrative deepens, ZEC still has room to rally further; but if the macro winds shift and the bull market turns, ZEC's high elasticity means its downside risk is also significant. Investors can enjoy the dividends from its charge but must implement risk controls, as high leverage is especially dangerous with this coin. During the celebration, prepare profit-taking plans in advance. $ZEC #BTC冲高后震荡，ETF资金持续流入

An Artificial Bull Market Under Strong Intervention in U.S. Treasury Bonds, the Turning Point Behind the Frenzy in the Election Cycle The biggest focus in the global financial markets recently has been the strong suppression of the U.S. Treasury bond market, combined with a series of significant statements from the U.S. political arena, which have driven risk assets to collectively rebound. Cryptocurrencies like Bitcoin have simultaneously experienced a strong rally, and the market is filled with an atmosphere of a bull market returning. However, this round of market activity is not entirely driven by economic fundamentals; it is largely mixed with political demands related to the midterm elections, with clear signs of artificial market support. Recently, long-term U.S. Treasury yields have surged dramatically, with the 30-year Treasury yield reaching as high as 5.34%, a nearly 20-year high. The total U.S. debt has surpassed the $40 trillion mark. Massive deficits and continuous sell-offs by overseas buyers have sharply increased selling pressure in the Treasury market. Rising long-term yields directly increase borrowing costs across society, putting valuation pressure on stocks, cryptocurrencies, and precious metals. If the bond market spirals out of control, it will directly impact domestic livelihoods and cast a huge shadow over the ruling party’s election prospects. Facing this bond market crisis, the U.S. Treasury Department took the lead by announcing an increase in the single repurchase size of long-term Treasuries from $2 billion to $4 billion, injecting liquidity into the market through bond repurchases to forcibly suppress long-term yields and stabilize the bond market. However, the actual effect of this repurchase was very short-lived. After the announcement, yields briefly fell but within a day the pressure returned, and yields quickly rebounded. A simple Treasury repurchase is unlikely to reverse the fundamental selling pressure caused by the massive debt. Just as the market worried about the failure of rescue tools, former President Trump made a highly controversial statement. When asked by reporters about the ultimate intervention tools for the bond market, he bluntly said the ultimate intervention is the U.S. military, and that this card would be used if necessary. This statement caused a huge stir in global markets, with interpretations divided. Some viewed it as mere campaign rhetoric, while others interpreted it as a signal that to maintain the U.S. Treasury system, geopolitical conflicts might be used to force global capital back into Treasuries for safe haven, using external means to solve internal debt problems. Regardless of whether the statement will be implemented, it has sent a clear signal to the market: the current administration absolutely does not want to see a bond market collapse or asset price crash. With the November U.S. midterm elections approaching, which will determine control of both houses of Congress and directly affect subsequent policy implementation, the authorities want to prevent stock market crashes and sustained bear markets in risk assets before the election. Seeing red in asset accounts is more favorable for votes, making the demand for an artificial bull market particularly strong. After the bond market was forcibly supported, liquidity expectations improved, and risk assets quickly responded. The U.S. tech sector strengthened, and Bitcoin, colloquially known as the “big second pancake” in the community, took off simultaneously, breaking free from the long period of consolidation and bottoming, with a sharp rally. Many shorts were liquidated, market sentiment warmed rapidly, and many traders began to firmly believe a new bull market has officially started. From the current market perspective, the short-term bull market atmosphere indeed exists. The Treasury repurchase program will continue until November 4, covering the critical window of the midterm elections. Until the election results are finalized, there is strong policy motivation to maintain market conditions and avoid sharp declines. As long as Treasury yields do not spiral out of control again and liquidity expectations remain loose, stocks and cryptocurrencies will have momentum to continue rising. This is the underlying logic for the current market’s sustainability. However, we must distinguish that this is a phase of artificially driven market activity due to the election, not a long-term bull market caused by a fundamental economic turnaround. Artificial intervention can delay risks but cannot fundamentally resolve the debt problem. The U.S. $40 trillion debt will not disappear out of thin air; fiscal deficits remain high, inflation risks and Middle East geopolitical conflicts still loom overhead. These real issues have not been solved, only temporarily masked by liquidity operations. There is a common view in the market: continue to enjoy the bull market dividends for now, but the real bear market will come after the midterm elections are settled. This logic has practical basis. During the election cycle, the ruling party will release as many positive signals as possible to prop up asset prices to win voter favor; but once the election ends and the pressure of votes disappears, the motivation for artificial market support will significantly weaken. At that time, Treasury repurchases will expire, fiscal pressure will resurface, and the temporarily suppressed Treasury yield risks may return. As liquidity recedes, the various risk assets previously pushed up will face sharp corrections. Historical market patterns around U.S. midterm elections are also worth noting. The period before elections is often turbulent, and after elections, the market returns to real fundamentals. Many policy-driven rallies reverse after the election concludes. Of course, this does not mean an immediate cliff-like crash right after the election; there will be a buffer and repeated oscillations, not a simple on-off switch. But traders should be clear that the current rise is heavily mixed with political support and should not be taken as a purely fundamental bull market. This round of market activity also teaches all investors a lesson: macro and political cycles profoundly influence asset prices. We can ride the current bull market trend but should not blindly go all-in or place all hopes on policy support. Always monitor changes in Treasury yields, track follow-up adjustments to Treasury repurchase policies, and closely watch the progress of the midterm elections. It is possible to profit from this artificial bull market before the election, but be mentally prepared. When the election results come in and policy support wanes, be alert to the quiet arrival of bear market risks. Prepare to take profits and manage positions in advance, and do not let short-term gains cloud your judgment. $ETH $BTC #BTC冲高后震荡，ETF资金持续流入

SK Hynix to Launch Buyback Soon SK Hynix officially announced on August 19, 2026, that its board has approved a share repurchase and cancellation plan totaling approximately 40 trillion KRW (about $28.6 billion), setting a record for the largest scale in the history of Korean listed companies. Based on the previous day's closing price, about 24.07 million shares will be repurchased, accounting for approximately 3.3% of the total shares outstanding. The buyback period will last about three months starting August 20, with all repurchased shares to be canceled upon completion. The company also raised its cumulative free cash flow shareholder return target for 2025-2027 to "over 50%" and stated it will simultaneously advance dividend increases. This move is based on the company's view that the current stock price significantly undervalues its AI memory business competitiveness and strong cash generation capability, with net cash reaching about 69 trillion KRW by the end of Q2. This accelerates the execution of existing shareholder return policies and sends a clear signal of value revaluation to the market. SanDisk and MU Follow Suit Following the news, US-based memory stocks like Micron Technology (MU) and SanDisk (SNDK) quickly showed correlated reactions. The storage sector is highly homogeneous, and the structural shortage of HBM, DRAM, and NAND driven by AI data centers is a common factor. Hynix, as the global leader in HBM, is seen as confirming the industry's entry into a "high profit + high return" phase with its buyback. Recently, Micron and SanDisk have strengthened continuously due to AI demand, long-term contract locking, and their own return plans. Hynix's buyback further reinforces sector sentiment resonance, with funds short-term inclined to map the Korean giant's shareholder-friendly policies onto their US peers, driving both to rise. This linkage is both emotional contagion and a collective bet that the storage supercycle is not over. Will Good News Turn Bad After Being Fully Priced In? The concern that "good news fully priced in equals bad news" is not unfounded, especially given the stock's significant cumulative rise and increased macro interest rate and geopolitical volatility, where some short-term funds may choose to take profits. But judging solely by "fully priced in" is inaccurate. The buyback is not a one-time event but a sustained buying support over the next three months, plus cancellation directly reduces share capital and improves per-share metrics, so there are still positive mid-term effects. More importantly, the tight AI memory supply-demand pattern remains unchanged, and the performance and cash flow of Hynix, Micron, and SanDisk still heavily depend on this fundamental. If subsequent quarterly guidance remains strong and prices stay high, the buyback is more like "icing on the cake" rather than the "final blow." The real risk lies in demand slowing or capacity expansion exceeding expectations, not the buyback itself. Watch Tomorrow's Opening for Results Tomorrow (August 20), the opening of US and Korean markets will be a key window to test the market's true attitude. Investors need to closely watch whether Hynix's stock price can hold steady after the buyback officially starts, whether Micron and SanDisk's follow-up gains continue, and the overall semiconductor sector's trading volume and capital flow. A spike followed by a pullback after the open is normal emotional digestion; if it maintains relative strength supported by buying, it indicates capital's recognition of the "accelerated shareholder returns + AI demand" dual drivers. Short-term volatility is inevitable, but mid-term still needs to return to supply-demand and performance verification. The storage sector holds both opportunities and risks; rationally assessing the opening results is more important than blindly chasing gains or panicking sell-offs. #闪迪回落逾9%，存储估值分歧加剧 $SNDK $MU $SKHYNIX

The current memory chip industry is in an AI-driven super cycle, not on the brink of death. SK hynix, as the absolute leader in HBM, has indeed been the first to realize the most extreme profit explosion, but its uniqueness does not mean the entire memory sector has reached its end. On the contrary, the supply-demand gap for general DRAM, enterprise SSDs, and related NAND products continues to widen, with a clear upward price trend and a long expansion cycle, making a bubble burst unlikely in the short term. More importantly, related U.S. memory technology companies have not yet launched large-scale "bloodsucking" IPOs, and capital exit pressure has not yet been concentratedly released, further delaying the arrival of the cycle peak. Looking at the fundamentals first. In the first half of 2026, the global memory market remains tight, driven by AI server demand. DRAM bit demand growth is expected to reach about 25%, NAND close to 20%, while new capacity is constrained by the complexity of advanced processes, EUV equipment, and new factory construction cycles, making significant short-term release difficult. SK hynix, leveraging its leading position in HBM3E/HBM4, achieved revenue exceeding 130 trillion KRW in the first half, with record net profits and a gross margin above 80%, with significant contributions from customers like Nvidia. But its core logic is "high value-added products first," and prices for ordinary server DRAM and enterprise SSDs are also rising sharply, with peers like Samsung and Micron also showing high growth. Inventory levels are generally at historic lows (2-4 weeks), far below levels before the downturn cycle. Long-term supply agreements (LTA) coverage has increased to 50%-70%, locking in demand visibility for the coming years. All these indicate that this is not a traditional cyclical short-term speculation but a structural shortage. SK hynix is an "exception" because it was the earliest and most deeply tied to the AI computing power chain. Its HBM market share has long been maintained above 55%, with deep collaboration with Nvidia, strong pricing power, and profit margins far exceeding peers. However, it is notably specialized—its NAND share is relatively weak and highly dependent on a few large customers. Once HBM supply and demand gradually balance, or Chinese manufacturers (ChangXin Memory, Yangtze Memory) accelerate substitution in general DRAM and mature NAND, SK hynix's excess profits may converge. However, this does not drag down the entire memory industry: demand for high-capacity DRAM for servers and QLC enterprise SSDs is still exploding, and storage content in automotive and edge AI devices is also increasing. 2027 has been warned by many as the "most severe memory shortage in history," with real capacity ramp-up expected in the second half of 2027 to 2028. The supply-demand mismatch will continue for at least 1-2 years. The "bloodsucking" from the capital side has not fully started, which is an important buffer against a bubble burst. SK hynix itself listed on Nasdaq in July 2026 in the form of ADRs, with a record fundraising scale, but this was more about valuation re-rating and opening the channel to U.S. investors rather than large-scale sell-offs. The real potential "bloodsucking" pressure comes from U.S. related entities not yet listed. For example, SK hynix's U.S. NAND subsidiary Solidigm (formerly Intel's NAND business) has started Pre-IPO financing with a target valuation exceeding $35 billion and is actively preparing for Nasdaq listing. Once the official IPO releases circulating shares, it may trigger phased profit-taking and valuation volatility. Another potential target is other U.S. memory-related tech companies (such as those focused on enterprise SSDs or new storage solutions), which remain private and have not yet undergone large-scale capital extraction through public markets. The pace of their IPOs will determine the rhythm of capital exit. Until they complete IPOs and fully digest valuations, the industry overall still tends to see capital inflows rather than outflows, lacking the fuse for a bubble burst. Historically, memory cycle peaks are often accompanied by concentrated capacity releases, inventory accumulation, and capital frenzied cashing out. The current situation is completely different: cautious capacity expansion (prioritizing HBM and high value-added products), customers locked into long-term agreements, and although domestic Chinese substitution is accelerating, it is difficult to fill the high-end gap in the short term. From a valuation perspective, even though SK hynix, Micron, and others have risen sharply, forward P/E ratios remain relatively controllable after profit explosions, and the market is trading more on "shortage sustainability" rather than pure bubbles. ChangXin Memory's listing on the STAR Market caused a brief fluctuation but did not reverse the global supply-demand tightness. Of course, risks always exist. If AI capital expenditure slows significantly, geopolitical shocks disrupt supply chains, or new capacity is unexpectedly released early, the cycle may turn earlier. But based on current data, demand in 2026-2027 will still exceed supply, and price levels are expected to remain high. The memory industry is far from dead; SK hynix's outstanding performance is just a leading indicator, not a terminal signal. U.S. related tech companies have not completed their "bloodsucking" IPOs, meaning the capital feast still has chapters to come, and the bubble burst countdown is far from starting. Investors need to focus on supply-demand data, long-term agreement progress, and new capacity timelines, rather than simply watching short-term valuation fluctuations. This AI-redefined memory super cycle can still continue for a while. #闪迪收涨逾8%，长期协议受关注 #高盛称美联储9月加息可能性非常低

Recently, the Strait of Hormuz has once again fallen into a state of effective closure. This US-Iran conflict, which erupted at the end of February 2026, has lasted for over 170 days. Although there were brief memorandums of understanding and limited navigation attempts in between, Iran has clearly stated that the strait will not truly return to normal commercial navigation until the US meets a series of conditions including lifting the maritime blockade, removing sanctions, and unfreezing assets. About one-fifth of global oil trade originally depended on this chokepoint waterway, but now vessel traffic has dropped to single-digit percentages of pre-war levels. War risk insurance premiums have soared to 30 times the usual rate, and Brent crude oil prices have climbed back above $90. The sharp rise in energy costs has directly pushed up global inflation expectations, while the US Treasury's massive debt issuance has compounded this, causing US Treasury yields to rise across the board. The 30-year Treasury yield once touched its highest level since 2007, and the 10-year yield is also approaching multi-year peaks. The bond market sell-off is transmitting to the stock market, putting risk assets under repricing pressure. Against this macro backdrop, the probability of a sharp plunge in US stocks after tonight's opening has significantly increased. Historical experience shows that when energy shocks and rising interest rates occur simultaneously, growth stocks and high-valuation tech stocks often bear the brunt first. The semiconductor sector, as the core beneficiary of this AI rally, has already accumulated huge gains, and its valuation elasticity has correspondingly amplified downside risks. Especially those memory chip manufacturers highly dependent on global supply chains and terminal demand prosperity are more vulnerable to capital withdrawal when risk appetite sharply declines. Once the market enters a risk-off mode, funds tend to prioritize selling liquid and previously high-gain targets, creating a stampede effect. Based on the above logical chain, I recommend focusing on shorting SK Hynix opportunities. As a global leader in HBM high-bandwidth memory, Hynix's stock price has experienced multiple-fold increases amid the AI server demand boom, with its market value once surpassing Samsung to become Korea's largest. However, the current high oil prices may push up data center operating costs, while the high-interest-rate environment will suppress corporate capital expenditure willingness, potentially slowing AI infrastructure expansion. Coupled with weakening overall US stock sentiment, Hynix's US ADR and related derivatives are likely to become concentrated targets for shorts. Whether through direct shorting, using inverse ETFs, or leveraging futures and options tools, a relatively favorable window seems to have emerged timing-wise. Of course, short-term volatility is intense, so strict position management and stop-loss discipline must be observed. It is especially important to emphasize that geopolitical situations can dramatically turn at any time. Once the US and Iran reach a substantive agreement again and truly restore strait navigation, oil prices may fall and risk appetite recover, quickly reversing the current logic. Therefore, shorting operations are more suitable as tactical trades rather than long-term strategic holdings. Meanwhile, the semiconductor industry itself still has strong long-term fundamental support, and AI demand will not disappear overnight. Investment decisions must be combined with one's own risk tolerance; blind following should be avoided. The market is always full of uncertainty, and tonight's plunge expectation may also be interrupted by unexpected positive news. Staying calm and thinking independently is key to navigating cycles. Finally, a reminder: the above analysis only represents my personal observation and deduction of the current macro and market environment and does not constitute any investment advice. Financial markets carry very high risks, past performance does not represent future results, please make decisions cautiously based on your own situation and consult professional advisors if necessary. Brothers, the market changes in an instant; may we all protect our principal amid volatility and seize the opportunities that truly belong to us. $SNDK $SKHYNIX #30年期美债收益率创2007年以来新高

This wave of $KAITO is pretty much what I expected, it has bottomed out Today the market sentiment is good, all coins and stocks are rising. Actually, you can still enter a small position now, with a stop loss set at 0.4 Or continue to buy at 0.4, the positive news has already been fully released, the Kaito project team has been selling off continuously Empty empty empty, living in the palace #BTC成交萎缩，ETF买盘能否回暖

#闪迪长期协议成焦点，开盘表现待验证 Friends who follow the trades are truly "fortunate." Look at this set of data: the 7-day return rate has been slashed by more than 70%, the trader himself lost over 70,000 U, and followers collectively suffered huge losses totaling over a million, even nearly 1.6 million U. Usually, profits are small and trivial, but when losses occur, there is an unlimited deep drawdown, with the maximum drawdown steadily stuck around 70%, and a pitifully low win rate of just over 16%. What’s even more ironic is that despite this performance, the platform still collects a 20% profit share as usual. They boastfully show off orders and recruit people in private groups, while publicly continuing to exploit followers—typical dual-line harvesting. Such sustained massive losses at this level make it hard not to suspect a dual-account hedging operation behind the scenes: one account deliberately dumps the market, creating high drawdowns to attract followers, while the other account profits in the opposite direction simultaneously, not only securing the spread for itself but also earning an additional 20% profit share. The real risk is entirely borne by the followers, while the trader profits regardless of market conditions. This "sure-win, no-loss" harvesting model turns following trades into a one-way blood transfusion. The data is clear, and anyone with eyes can see how deep the water is. $SNDK #闪迪财报双超预期，新增140亿美元回购授权

Tribute to the legendary Air Force King, initially said the stop loss was 1700, but now says the stop loss is 1800, probably going to be directly blown up #闪迪长期协议成焦点，开盘表现待验证 $SNDK

5x small snacks a little bit, still on the way to break even $KAITO is expected to pump a bit

KAITO is currently around $0.337–0.340 (24h down about 3.8–6.5%, range roughly $0.335–0.367), ARX (Arcium) around $0.107–0.110 (24h down about 8%, range roughly $0.105–0.117). Trading Data Update ARX: The stop loss at **0.1120 has been triggered. The current price has fallen below this level and continues to weaken (24h low touched about 0.105), consistent with the recent ongoing downtrend. Positions have been exited according to the stop loss; further observation is needed to see if there will be a rebound pullback or further decline before making new plans. KAITO: Entry price **0.3860, stop loss set at 0.3560. The current price is significantly below the entry price (floating loss about 12%+), and is near or has reached the stop loss zone. The 24h high is about 0.367, still not far above the stop loss, requiring close monitoring; if it falls below 0.3560, the stop loss will be triggered. Overall, there is a clear pullback from a higher position (recent weekly-level decline is significant), short-term is weak. Brief Market Observation KAITO (AI InfoFi / Base ecosystem): Market cap about $81–82M, 24h trading volume relatively high (around $50M level), circulating supply about 241 million. Price has been oscillating downward after a significant correction from previous highs, RSI and other indicators show oversold signs, but short-term moving averages are bearish; resistance is around 0.36–0.37, support near 0.33. Overall sentiment is cautious, waiting for volume increase and stabilization signals. ARX (Arcium, privacy/confidential computing related): Market cap about $22–23M, 24h volume about $3–4.5M, circulating supply about 209 million. Recently continuously declining, just hit a near low point, rebound is weak. Technicals are weak; short-term focus is whether it can hold above 0.11, otherwise it may continue to seek a bottom. Project narrative (Solana ecosystem confidential computing, etc.) remains, but price performance lags. Overall market volatility remains high, both of these assets have a bearish structure recently. Your ARX position has been stopped out as planned, KAITO continues to strictly observe the stop loss at 0.3560, prioritizing risk control. If there are new positions or need for more detailed levels (such as 4h/1h structure, volume), feel free to mention anytime, continuing to follow the previous style. Pay attention to position management and stop loss discipline. $ARX $KAITO