Orbit: Crypto Community Feed

When encountering a black swan event, going all in is the perfect opportunity for ordinary people to get rich! Many people ask me: Why do you always say to be patient and wait? Wait until when? I believe we should wait until everyone can no longer hold on, until everyone loses confidence, until everyone thinks it's the bottom and then there is another deep drop, until a black swan event happens! During this period, we only need to accumulate funds, stay patient, not be tempted by short-term market movements, and reduce the chance of making mistakes! This is the opportunity I am waiting for, this is why I have not acted yet, because I want to have one more perfect "smash the cup" moment to defy fate! ("Smash the cup" is my exclusive term, later many people quoted it)

Microsoft's market value surged by $450 billion in one day—has AI really started to make money? Microsoft has once again set a record on the U.S. stock market, with its market value increasing by nearly $450 billion in a single day. This is not just because of strong earnings reports; more importantly, it proves one thing: AI has begun to truly generate revenue. Azure cloud services continue to grow rapidly, and the number of Copilot users keeps increasing, showing the market that AI is not just a concept but a product companies are willing to pay for. In the past, there were concerns about whether tech giants' investments of hundreds of billions would be wasted, but now Microsoft has provided an answer. This surge also indicates that the market does not reject AI investments but only rewards companies that can actually make money. In the future, capital will increasingly concentrate on a few winners rather than all AI concept stocks rising together. The real AI market rally is just entering the selection phase. #微软单日市值增近4500亿，创美股纪录 $SNDK $MMT $BTC

Seeing the security incident reported by OpenAI and Hugging Face regarding model evaluation, my first reaction was not "AI has become stronger again," but rather: AI permissions really should not be fully open by default. In the test, after reducing security refusals, the AI agent was able to continuously perform multi-step network operations and even discover new attack paths without source code. A more direct reminder for ordinary users is to break down tool permissions: if read-only access suffices, do not grant write access; if temporary authorization is possible, do not open permissions permanently. The more AI acts like a colleague, the more access control should resemble a company's security. This is not something to skimp on~ #AIsecurity #Agent #Cybersecurity #PermissionManagement

$BNB BNB at $576: Calm Before the Storm BNB is consolidating at $576—but don't mistake this stillness for peace. Technical red flags: Last week's fake breakout to $592 quickly reversed, trapping bulls. Price is now squeezed between the 7-day ($579), 50-day ($576), and 20-day ($574) moving averages—volatility is imminent. A break below $576 opens the door to $558. Black swan alert: A former employee used leftover access to launch memecoin ASTEROID, netting $628,000 in profits. CZ called him out as "basically a scammer," and BNB Chain has filed lawsuits. Internal trust erosion weighs on sentiment. The play: Don't guess—wait for direction. Resistance at $586–590, support at $558. Let the market make the first move.#30年期美债收益率创19年新高 #财报观察员：亚马逊指引不及预期，股价却反涨9% #微软单日市值增近4500亿，创美股纪录 $BTC $ETH

Sorry, I didn't closely watch the hourly chart today since it's the weekend 🙏 SanDisk $SNDK posted yesterday afternoon at 5 PM pointing out selling pressure between 1426 and 1486. At the time of posting, the highest spike in the morning at 9 AM was 1433. The pressure zone marked in the chart already includes this highest spike. After the post, when the US stock market opened in the evening, there was another highest spike at 1403, then it plunged sharply along the publicly shared pressure zone 📉. This was a right-side short trade, not an order placed on the left side. From the time of posting to the opening plunge, the total drop was 260 points, so any short position taken had enough profit potential. Whether you shorted or not is a personal decision. Friends in the comments reminded me to take a closer look, thank you 🙏🏻. All trades were fully public and posted in advance, feel free to check anytime.

Why Are $BTC and $ETH Losing Strength? Before blaming another red candle, look at where liquidity is actually flowing. After weeks of range-bound trading, both $BTC and $ETH are showing clear signs of weakening momentum. This isn't just another technical pullback—it reflects a broader shift in capital allocation across global markets. The first reason is liquidity rotation. Instead of flowing into large-cap assets like $BTC and $ETH, speculative capital is increasingly chasing higher-beta narratives, including AI-related tokens, tokenized equities, and high-volatility altcoins. As fresh capital leaves the majors, upside momentum naturally fades. Second, elevated U.S. Treasury yields continue to pressure risk assets. Higher yields make fixed-income investments more attractive, reducing institutional demand for cryptocurrencies. Until macro conditions improve, crypto is likely to face continued headwinds. Third, market participation has weakened. Recent rebounds have been driven mainly by short-term traders rather than fresh capital. Without stronger trading volume, rallies remain vulnerable to profit-taking. For $ETH, the challenge is even greater. While Ethereum's ecosystem continues to expand, liquidity and activity are increasingly fragmented across Layer 2 networks, reducing the direct impact on $ETH's price. Meanwhile, $BTC remains the market's benchmark asset but lacks a catalyst capable of triggering the next major breakout. Unless institutional inflows strengthen again, consolidation is likely to continue. Weakening price action does not necessarily signal the end of the crypto bull cycle. More often, it reflects temporary capital rotation before liquidity returns to market leaders. In today's market, the key question isn't how far $BTC or $ETH have fallen—it's where liquidity is moving next. The biggest winners are usually those who identify that rotation before everyone else. #ColdcardBTCExploit #Ethereum11Years #30YYieldAt19YHigh $BTC $ETH

🚀 The Next AI Memory Revolution? $SNDK & $SKHYNIX Could Be Positioned for the Post-HBM Era The AI infrastructure race is moving beyond HBM. While HBM remains critical for powering today’s AI accelerators, a new memory architecture—High Bandwidth Flash (HBF)—could become an important piece of the next generation of AI systems. $SNDK and $SKHYNIX are reportedly working to advance an industry standard for HBF, aiming to combine high bandwidth with the massive storage capacity of NAND Flash. If successfully commercialized, HBF could offer AI systems significantly more memory capacity at a potentially lower cost than relying solely on HBM. Meanwhile, $SKHYNIX is also expanding its focus on CXL-based memory solutions, enabling CPUs, GPUs, and memory resources to communicate and share capacity more efficiently—an increasingly important requirement as AI models continue to scale. For $SNDK, this could represent a much bigger opportunity than the traditional NAND and SSD market. If HBF gains traction, the company could become an important player in the evolving AI memory supply chain. 💡 HBM may have defined the first wave of AI infrastructure. Could HBF and CXL help define the next? The AI memory race is far from over—and $SNDK and $SKHYNIX are two names worth watching closely. $SNDK $SKHYNIX #AMZNMissesButRallies #MSFT450BInADay #DailyOrbit

The biggest trap for retail investors has never been the price, but the “unit price illusion” 🎯 You think you bought a cheap project, but actually you bought chips with high FDV and low circulation—you are not an investor at all, you are the liquidity for VC exit. The chart looks “low,” but behind it is the monthly scheduled unlocking pressure. Unlocking means selling, this is the structural reality 😤 This script has been repeatedly played out: L2 and infrastructure projects: $ARB $OP $STRK $ZK $BLAST $MANTA $ALT $DYM $TIA L1 and oracles: $SUI $APT $SEI $PYTH $JUP $W $EIGEN $REZ $ETHFI All get smashed to pieces when large-scale unlocking arrives. The Damocles sword is real ⚔️ Funds will only flow to places with clean supply. DeFi and RWA leaders are the winners: $ONDO $MKR $AAVE $UNI $PENDLE $ENA $SNX $CRV $COMP $LDO $RPL They have real revenue, predictable unlocking, no surprises. Projects with real demand in AI and DePIN are also strong: $TAO $FET $NEAR $RNDR $AKT $AIOZ $GRT $THETA $FIL $AR What about the gaming sector? Basically crushed repeatedly by ecosystem unlocking: $GALA $BEAM $IMX $AXS $SAND $MANA $PIXEL $PORTAL $PRIME $ILV The coin price always pays for unlocking; no matter how good the trend looks, it can’t hold. What’s the most ironic? The burned retail investors eventually all hide in Meme: $PEPE $WIF $BONK $FLOKI $POPCAT $BOME $DOGE $SHIB $MOG $BRETT No VC lock-up period, no unlocking schedule, only fair issuance. Before looking at the price, first look at tokenomics 📉 #AMZNMissesButRallies #30YYieldAt19YHigh #MSFT450BInADay#30YYieldAt19YHigh #AMZNMissesButRallies #MSFT450BInADay