If MU can drop to around 500, which is near the 200-day moving average, I'll take a long position. This wave of US stock market correction won't have a V-shaped rebound; it will at least adjust until the Q3 earnings period. So there's no rush to bottom-fish; prepare over a few months. The Fed's dovish stance can only ease panic sentiment in the short term; medium to long term depends on the growth speed of earnings data. Q3 is the best timing; if performance continues to exceed expectations, Q4 will most likely form a bottom and move upward. Brothers trading US stocks, keep waiting.

If MU can drop to around 500, which is near the 200-day moving average, I'll take a long position. This wave of US stock market correction won't have a V-shaped rebound; it will at least adjust until the Q3 earnings period. So there's no rush to bottom-fish; prepare over a few months. The Fed's dovish stance can only ease panic sentiment in the short term; medium to long term depends on the growth speed of earnings data. Q3 is the best timing; if performance continues to exceed expectations, Q4 will most likely form a bottom and move upward. Brothers trading US stocks, keep waiting.

I need to be cautious; there will be many traps in the upcoming crypto bull market. Because many bad actors in the crypto space have also lost money in the US stock market. They will go crazy causing trouble to make up for their losses in this bull run. Some people lose their rationality and humanity after losing to a certain extent. Just thinking about it is scary; I hope no one falls into these traps. #比特币

Big drops require daring buys, just used up all remaining ammo! This is But Bin, a top domestic private equity tycoon, who spoke out on Weibo today. Some say this is the first time in years he has so clearly issued a buy call. The big drop caused by the 2020 pandemic The 2023 investment in Nvidia The crazy bullishness on AI opportunities in April 2025 He has publicly and clearly called out all these before. Today he once again goes all in publicly The scale is indeed quite large. Meanwhile, the people in South Korea are all in an uproar, and panic sentiment has reached an extreme globally. So, from the emotional perspective, is it bottomed out? #美联储即将公布利率决议 $MU

Patiently wait for Bitcoin to complete its bottom-building movement Today I went through a lot of information about the Clear Act It seems the probability of passing in August is very low, the market predicts it will only pass in November I also lean towards the latter, which perfectly fits the logic of completing the bottom-building movement in October. Keep marking the boat, actually the monthly chart of this bear market is somewhat similar to the last bear market's monthly chart Looking only at the candlesticks, the bottom-building completes in a minimum of 3 months and a maximum of 5 months. While the US stock market continues to plummet, Bitcoin is actually holding strong This indicates that the previous shakeout by the US stock market was very thorough This also shows that Bitcoin has indeed reached the late stage of the bear market. Sigh, after enduring so many days, the dawn is finally near. #比特币

Over there, Jensen Huang continues to deepen ties with SK, while here, Changxin's listing challenges the A-share stock king. The true big winner in the AI era might still be storage. Recently, two pieces of news placed side by side are very interesting. One is Jensen Huang attending the San Francisco AI Summit, where he had in-depth exchanges with South Korean President Lee Jae-myung and SK Group executives. After the meeting, Huang still hosted a drinking party, very much like Jensen Huang. From the publicly released information, AI, HBM, high-bandwidth memory, and the South Korean semiconductor industry chain remain the focus of cooperation between both sides. The other is the domestic capital market: after Changxin Storage's listing, the market gave it a very high valuation, quickly placing it among the top core technology assets in the A-share market, becoming the new A-share stock king in China. One happens on the industrial side, the other in the capital market. But they both point to the same answer—the second half of the AI competition has gradually shifted from computing power to storage. Many people think AI battles are about GPUs, but actually, the GPU is just the engine; the real limitation to AI's continued development is the "memory and storage system." In recent years, everyone knows NVIDIA makes money, but what truly keeps NVIDIA ahead is not just the GPU chips themselves, but the entire AI server system. A GB200 or B300 server contains more than just GPUs. There is also HBM, high-speed DDR, enterprise-grade SSDs, high-speed interconnects, and a complete data flow system. If the GPU is responsible for computation, then HBM is responsible for feeding data. Without HBM, no matter how powerful the GPU, it can only wait for data. The biggest bottleneck for future AI is not computing power but data transfer speed. This is why Jensen Huang almost always emphasizes thanking SK Hynix in his public speeches. Because currently, one of the most scarce and highest value-added components in global AI servers is HBM. Especially after HBM3E, each generation's product validation cycle is getting longer, and yield rates are becoming increasingly important. Who can supply stably holds the discourse power in the AI industry chain. Currently, the global HBM market has basically formed a three-player competitive landscape: 1. SK Hynix, still leading. 2. Samsung, fully catching up, hoping to regain market share. 3. Micron, continuously expanding AI customer coverage. And NVIDIA has almost built its AI roadmap for the next few years based on continuous HBM upgrades. GPUs are getting stronger, but HBM capacity is increasing, bandwidth is rising, and the overall value of AI servers keeps growing. Many institutions predict that the HBM market size will maintain rapid growth in the coming years, with growth rates significantly higher than traditional DRAM. This is also why South Korea is mobilizing the whole country to develop AI storage. Because they clearly understand: GPUs can be continuously updated, but storage technology barriers are also very high, and once a leading advantage is formed, it is hard for latecomers to catch up. Looking at China. In the past decade or so, one of the biggest shortcomings in China's semiconductor industry has been storage. Logic chips are widely discussed, but in fact, storage has always occupied a very large share in the global semiconductor market. DRAM and NAND not only have huge market sizes but are also standardized products. Once domestic substitution is achieved, the market space is very considerable. Changxin Storage is responsible for the breakthrough in domestic DRAM. AI is not just getting better at computing but increasingly needs memory. Therefore, whether it's Jensen Huang continuously increasing investment in SK or the capital market's enthusiasm for Changxin, it essentially reflects the same thing: The global AI competition has already entered the storage era. #长鑫科技上市，全球存储竞争添变量 $NVDA

Core: In the crypto world, you need to understand the logic of making money! No matter what you did before, what background you have, or how much capital you possess, in front of Bitcoin, everyone has equal opportunities! It has always been this way since its inception! Bitcoin has been the absolute core throughout these bull and bear cycles, and especially through liquidity premiums (emotional bubbles) and spillovers (capital outflows), it has allowed many people to accumulate wealth. Most people want to make money from Bitcoin's capital spillover! 1. Ethereum and many altcoins are all developing by leveraging Bitcoin's capital effect! You can see from the market that the back-and-forth capital absorption effect of Bitcoin is exactly like this! 2. Project teams and retail investors—we all know that those who can run exchanges or projects have accumulated resources and backgrounds, so their dimension of making money in the crypto world is a level higher, but their risk and pressure tolerance is also relatively higher. They also know that simply investing and trading on their own makes it hard to accumulate considerable status and wealth in the industry, so they use Bitcoin's capital as a vehicle to let retail investors participate in round after round of parabolic moves to achieve the ultimate goal! Many project operators use the money earned from projects to hoard Bitcoin or Ethereum, which is something everyone probably knows! Retail investors who want to make money from altcoins, although the freest, actually find it the hardest to profit. Retail investors are at the very downstream of capital spillover. If this is a game of who runs fastest, exchange—project team—retail investor, retail investors hear the starting gun last! But don’t worry, as mentioned before, Bitcoin gives everyone the same opportunity. Currently, there is also a liquidity spillover pattern. Making money by using it is not difficult. Monkey Brother previously made a bunch of charts and content; after reading them, you will definitely gain something. Understanding market logic and understanding yourself is the fundamental way to make money! Stop worrying about who has left the circle; it actually has nothing to do with you. What’s the point of joining the hype? If you have that time, read more books, hold your coins and sleep a bit more, or hug your girlfriend better! Be patient and wait for Bitcoin and altcoins to explode again. #Bitcoin

The big one is coming

There is no altcoin season, but altcoins always have opportunities. Remember in 2019, Kuangren published a public article which mentioned that in the next bull market (the 2021 wave), the growth potential of mainstream altcoins would not be large. In fact, from 2020 to 2021, it was the mainstream and non-mainstream altcoins that experienced the most explosive growth in that bull market. Therefore, it's best not to listen to what others say, but to observe what is actually happening in the market. Even in the 2022 to 2025 cycle, the market has produced many opportunities. Inscriptions, Ethereum staking trends, secondary new L1 trends, MEME trends, yield farming, and countless other opportunities. What happened in the last cycle will happen again in this one. The important thing is whether you believe it and dare to get on board.