赴星
赴星
囤囤鼠，随缘开单，赚了就跑，亏了装死。
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$ZEC and $TRUMP, old familiar faces on the square, got hit again
Today ZEC dropped 5%, TRUMP fell nearly 7%. Four days ago, they were trending on the square with people saying one was pulling up while the other was consolidating, but today they both got hit together.
TRUMP fell from around 2.9 to 2.2, down almost 7 points. When BTC surged to 80,000, it followed along, and when the Meme sector heated up, funds rushed in. But once the market corrected, the 2.5-3.0 range was where previous trapped positions concentrated, with profit-taking and stop-loss orders running together, so the drop was fast.
ZEC fell from 861 to 788, with clear signals that whales are exiting. Four days ago it was consolidating near 800, but today it smashed through support. Sell orders accounted for 64%, buy orders only 35%, funding rate at -1%, shorts are paying to hold positions. After the Grayscale ETF news landed, high-level profit-taking has been ongoing.
Four days ago, the square was still shouting long and short, but today both sides have quieted down considerably. The excitement was real, and the drop was definitely ruthless. Let's watch and see.
#波动雷达：币种异动观察
#非农前数据分化，9月加息预期升温
赴星
The square is full of posts about these two coins, $TRUMP is rallying, $ZEC is grinding.
After scrolling through the recommendations, seven or eight out of ten are about TRUMP and ZEC, it’s basically become a dedicated stage for these two coins.
TRUMP is quite strong today. It climbed steadily from around 2.48 to 2.9, rising a lot, and the Meme sector is benefiting. Plus, the Trump concept naturally attracts traffic, so funds are willing to bet.
However, some analyses say this kind of pump is highly speculative, and chasing at high levels can easily lead to being trapped. There are many bullish voices in the square, but also quite a few bearish ones, so the opinions are quite divided. Currently, around 2.9 is a short-term resistance level; if it can’t hold, it might pull back to about 2.7.
ZEC is more of a grind. It’s hovering around 800, yesterday it tried to break 817 but failed, now at 802, with only that small range up and down. Grayscale has submitted the fifth revision of the Zcash ETF filing, planning to list on NYSE Arca with the ticker ZCSH. The news is good, but the market has already priced it in.
ZEC’s supply is highly concentrated, with the top 100 addresses controlling 86.48% of the supply. When a big wallet moves, the price swings accordingly. Some in the square are calling for 1000, others say it will still drop, no one can say for sure.
The square is full of posts about these two 🖊️, both bulls and bears are shouting, it’s really lively, but the direction is really unclear.
#波动雷达：币种异动观察 ——
Is Xiaomi at the bottom yet?
The market looks weak indeed, hovering around 3.5, corresponding to 27.6 HKD. It has dropped from 59.9, nearly halving—quite brutal.
Smartphone shipments fell 26.5% in Q2, but ASP hit 1351 yuan, a record high. They actively cut low-end models because storage chip prices surged too much to bear. Volume is down but prices are up; this is a deliberate adjustment, not a crash.
The car business is still burning cash; the Pengcheng SUV launches in September, and R&D spending keeps rising, with 9.2 billion yuan invested. No profits in the short term, but cash on hand is sufficient.
Research reports still give high target prices; institutions like Dongwu are still recommending buy. Management says the toughest times are almost over, and flagship phones will launch in the second half.
I think this level is the bottom area, but it will take time to bounce back. Let's wait for smartphone gross margin stabilization and Pengcheng delivery data before deciding. Cutting losses at this level isn't very cost-effective.
#波动雷达：币种异动观察 ——$XIAOMI
Snapshot at Sep 01, 2026, 16:16
#交易之声：你的经验值得被听到
I will hold long-term, but only with $BTC, $ETH, and $OKB.
For long-term holding, I only choose assets with deep liquidity and solid fundamentals. BTC and ETH are consensus-level, while OKB is within the exchange ecosystem; the logic differs but all are solid.
I treat BTC as digital gold: fixed total supply, regulatory easing, institutional entry—long-term outlook is to outperform inflation without issue. ETH is the underlying asset of the entire public chain ecosystem, with increasing staking rates, tightening circulating supply, recovering on-chain transaction volume, and new developments at the application layer. OKB’s logic is a bit different—they have locked the supply side, and demand grows through the X Layer and ecosystem applications; the longer the time, the more apparent the scarcity.
I won’t hold small coins long-term. Liquidity is too shallow, narratives change too fast, making it hard to hold and sleep well. My long-term holdings are only these three; the rest of my positions are for short-term opportunities—take profits and run.
#闪迪铠侠拟投310亿美元，NAND供需重估
SanDisk Kioxia plans to invest $31 billion to expand production, the NAND supply and demand reassessment has begun early.
Just saw the news, SanDisk and Kioxia officially announced plans to invest $31 billion by 2032 to expand NAND flash production in Japan, targeting the Yokkaichi and Kitakami factories, mainly focusing on high-capacity flash for AI data centers.
This money is not spent in vain. Kioxia's performance has already surged, the NAND price increase cycle is very strong, AI inference has changed the demand structure, and the supply-demand gap can continue until 2027. Goldman Sachs is even more aggressive, saying the tight situation could last until 2028.
However, the market doesn't see it that way. When the news came out, SanDisk's stock price barely moved, still hovering between 1480-1500.
Because what everyone fears is: if you expand production, price increases will stop. The painful lessons from previous cycles are there. But this expansion timeline extends to 2029, so it doesn't create actual supply pressure in the short term, more like reserving a spot for the super cycle after 2027. Also, this money will likely come through joint ventures and government subsidies, not just SanDisk bearing it alone.
So, the long-term logic hasn't changed, the short-term market is still digesting. I'll watch first and wait for the direction to become clear.
Snapshot at Aug 30, 2026, 22:44