Last night's drop wiped out 24 of Brother Ma's long positions, leaving him with only 100,000 USDT in his account. He still has one Ethereum long position left, with a liquidation price of 1843. If ETH dips again today, it will be liquidated.
Brother Ma's approach—only going long—is extremely volatile; he profits when prices rise and gets wiped out when prices fall.
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Niner 🍡九儿🔶
フォロー
On-chain market activity is back, and so is secondary market activity; it feels like a golden age is about to begin again.
Secondary Market
Last night, $rats suddenly surged, dragging down other inscription-related stocks like SATA and ORDI. However, for now, the only option is to focus on the initial surge, as the latter two have low volume. Rats currently has significant volume; let's see if there's any follow-through.
In the spot market, $giggle is leading the movement, with other inscriptions like Mubarak and TST 714 also moving. The same applies here; the following inscriptions have low volume, indicating an overflow of sentiment. If you want to trade, focus on the leading inscription.
In futures, $koma is leading the movement of other smaller-cap inscriptions. This time, koma didn't initially go up as predicted, and it did. Many people were hesitant to chase the price because it has a history of false breakouts. As a result, many not only didn't buy but also opened short positions. When I first posted about it on the channel, it was at 0.009; now it's at 0.03, which is a small but satisfying move.
On-chain
The address that issued TST launched a new coin, which quickly surged to nearly 10 million before falling back to around 7 million. However, many are discussing why this address, whose private key was previously destroyed, can still issue coins now. Many are likely waiting for an official response.
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阿布说币
フォロー
With a cost of only $4.60, $2,050 grew to $178,000 in a month! This arbitrage strategy is insane!
I was completely blown away by this master's operation today!
Those who truly make money now don't rely on blind predictions or gambling on market trends based on gut feeling.
They rely on automated quantitative arbitrage combined with hedging to lock in risk and steadily exploit market loopholes!
There's a player abroad who's practically a god on Polymarket!
The entire process is automated, with tools costing only $4.60—almost free!
The initial capital was $2,050, not much, something most people can afford.
And in just one month, it grew to $178,000!
A whopping 86 times!
Many people are curious: how did he do it?
Simply put, it's high-frequency, mindless exploitation of market loopholes that ordinary people can't understand or keep up with!
How outrageous is this robot?
It automatically makes 273 trades per hour, averaging 4.5 trades per minute!
24/7 operation, uninterrupted, unemotional, decisive, and free from greed and panic.
Specifically monitoring the 5-minute ultra-short-term Bitcoin market, it automatically jumps in whenever there's a probability advantage!
Human speed, mindset, and execution are completely crushed by the machine.
Most importantly, this strategy is virtually gambling-free, with exceptionally sound logic:
1. Only limit orders are placed for entry, never chasing highs or opening positions emotionally, eliminating unnecessary losses.
2. Two-way hedging to lock in risk in advance, avoiding profiting from directional betting.
3. Consistently capturing a 13.19% price difference per trade, accumulating small gains into a high-frequency compounding snowball effect.
While others stay up all night watching the market, guessing price movements, holding onto losing positions, and panicking with each loss.
He runs the machine continuously, relentlessly executing, steadily reaping the benefits of market sentiment.
Address
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44
Sam Altman
08-01 02:21
フォロー
Last night I heard an amazing use case for ChatGP:
Connect to your home calendar and explain your child's interests and hobbies.
Every morning on the way to school, let it automatically generate a podcast, which could include a child's soccer game that afternoon, another child's upcoming birthday, some news, and so on.
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灯塔说
07-31 19:43
フォロー
#Simple Summary
Today is the last day of July, the monthly closing day.
I want to write something, but there's so much to say.
Here's a simple summary of what I wanted to say:
1. July ended successfully, quite satisfactory. I caught every wave of fundamental market movements from the 1st to last night, though I regret not maximizing my gains. My copy trading test account also achieved a return of over 200%, with drawdowns controlled within 12%.
2. August will be tough, but if we get through August, the market in Q4 will be much better after the transition in September.
3. Fundamentals remain the main theme, with technical analysis as a supplement. I invested a lot of energy in July to understand deeper macroeconomic information, and the returns have paid off.
4. I'm bullish on gold and BTC. The main strategy going forward is to buy on dips. In August, I'll consider using more dip-buying tools.
5. The US stock market is too complex, and it's not an area I'm familiar with. I'll look for extreme highs and lows to find speculative opportunities.
I'll discuss each of the above points in more detail in my live streams on Binance Square and my online community from time to time! ethereum:0x68749665ff8d2d112fa859aa293f07a622782f38 bitcoin:native
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阿布说币
07-31 18:07
フォロー
With a cost of only $4.60, $2,050 grew to $178,000 in a month! This arbitrage strategy is insane!
I was completely blown away by this master's operation today!
Those who truly make money now don't rely on blind predictions or gambling on market trends based on gut feeling.
They rely on automated quantitative arbitrage combined with hedging to lock in risk and steadily exploit market loopholes!
There's a player abroad who's practically a god on Polymarket!
The entire process is automated, with tools costing only $4.60—almost free!
The initial capital was $2,050, not much, something most people can afford.
And in just one month, it grew to $178,000!
A whopping 86 times!
Many people are curious: how did he do it?
Simply put, it's high-frequency, mindless exploitation of market loopholes that ordinary people can't understand or keep up with!
How outrageous is this robot?
It automatically makes 273 trades per hour, averaging 4.5 trades per minute!
24/7 operation, uninterrupted, unemotional, decisive, and free from greed and panic.
Specifically monitoring the 5-minute ultra-short-term Bitcoin market, it automatically jumps in whenever there's a probability advantage!
Human speed, mindset, and execution are completely crushed by the machine.
Most importantly, this strategy is virtually gambling-free, with exceptionally sound logic:
1. Only limit orders are placed for entry, never chasing highs or opening positions emotionally, eliminating unnecessary losses.
2. Two-way hedging to lock in risk in advance, avoiding profiting from directional betting.
3. Consistently capturing a 13.19% price difference per trade, accumulating small gains into a high-frequency compounding snowball effect.
While others stay up all night watching the market, guessing price movements, holding onto losing positions, and panicking with each loss.
He runs the machine continuously, relentlessly executing, steadily reaping the benefits of market sentiment.
Address
362
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36
火山哥🕊️
07-31 17:25
フォロー
Brothers, the bleeding finally stopped last night.
$MU jumped 18%, $SNDK surged even more dramatically, soaring 26%, and $SKHY also jumped 12%.
The Philadelphia Semiconductor Index followed suit, rising 8.2%.
It certainly looks incredibly strong.
But the reality is, $SNDK is still down 45% this month, and $MU has retreated more than 30% from its high.
So last night was at best a minor rebound, not a full recovery.
Tonight is the real test.
If it continues to surge, outside funds will naturally follow.
If it lacks staying power, within three days it will be:
Fall! Fall! Damn it!
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Aidang 🦅
07-31 17:21
フォロー
If you're a creator in the cryptocurrency space, please read the following:
First, I want to emphasize one point.
I have never wanted to be part of those group photos within the cryptocurrency community, or those small circles people call the "inner circle."
Ironically, whenever they want to criticize me or drag me into their disputes, these same people always treat me as an insider.
My advice is?
Stay away from them.
I'm building a global account covering all aspects of cryptocurrency through entertainment, education, experimentation, and opportunity.
The biggest mistake you might make is assuming the cryptocurrency Twitter community is a small circle.
That's not true.
Some people know almost nothing about the market, yet they've successfully convinced thousands to turn on notifications based on their expertise in algorithms rather than understanding cryptocurrency itself.
And then there are those who only incite anger, quote others, and boost their visibility, without ever contributing any useful insights.
Some have turned Web3 technology into an "Only Fans" marketing spree; some organizations hire dozens of small accounts to spread spam for a few dollars; and others pretend to be industry leaders while doing nothing but managing a small private circle.
There are enough examples.
These people are one of the main reasons why the bear market mentality persists.
They don't pay attention to where money and innovation are flowing.
Their business model is simple:
Make deals with project teams.
Leverage their network of 5,000 to 10,000 people.
Seize the largest share.
Make others believe that even making scraps is a victory.
The most ridiculous thing is?
Back in the first wave of InfoFi around 2023, they mocked us opportunists.
We ignored their ridicule and made hundreds of thousands of dollars.
Now, they're making money in the same ecosystem they once mocked.
The only difference is that almost all the profits are now stuck in their own little world, while others are smugly making a few dollars.
Instead of constantly complaining that AI responses are ruining CT, or that everyone's content looks the same, perhaps we should ask those who say that why they seem to never know where the next opportunity is.
While they're urging you to struggle for that $5 MoonPay airdrop, to stay up all night for a few dollars, the entire community is making a fortune elsewhere, changing lives.
Right now, those with only 100 or 200 followers are making more from memecoin than those creators with huge fan bases trapped in these small circles.
When the memecoin craze dies down, they'll move on to the next opportunity.
But those small circles won't.
They'll continue arguing, retweeting the same tweets, criticizing content, and convincing everyone that cryptocurrency is still in a bear market.
Let me be frank.
We're not in a bear market. You're just trapped in a small circle where people stop learning and adapting, spending more time criticizing than creating.
Build a global audience.
Focus on where funding and attention are concentrated.
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Crypto攻城狮
07-31 13:48
フォロー
Microsoft Azure's growth rate exceeded 40% this quarter, with annualized revenue surpassing $100 billion for the first time. More importantly, its capex was lower than market expectations. The cash burn and profit have finally aligned, and the path to monetizing AI has been partially validated.
On the other hand, SK Hynix has secured 60-70% of Nvidia's HBM4 supply, with production capacity already sold until 2027. Jensen Huang personally confirmed that SK Hynix is its largest memory partner, securing four product lines in one fell swoop. The storage supercycle isn't just a narrative; it's a production schedule.
Meta's situation isn't so good. Revenue increased by 28%, but free cash flow plummeted to a four-year low, and the lower limit of its 2026 capex has been directly raised to over $130 billion. Both companies are investing in AI, but the market applauds Microsoft while discounting Meta.
And this week isn't over yet—Apple and Amazon released their earnings reports after the market closed yesterday. Amazon's quarterly revenue surpassed $200 billion for the first time, with AWS growing by 37%, resulting in a more than 8% increase in after-hours trading. Apple's revenue hit a June quarterly record, but due to service revenue and next quarter guidance falling short of expectations, its stock fell more than 6% in after-hours trading. Market windows this close together are rare, occurring only a few times a year.
Predicting the direction isn't difficult; the challenge lies in whether you can manage your funds when you're right.
Wanting to invest in Nvidia requires opening a US stock account, withdrawing funds, exchanging currency, and waiting for the money to arrive. By then, the earnings report has wiped out all the gains. You have a bunch of USDT, but it's useless. After buying stocks, your money is locked up; to open other positions, you must first sell stocks.
Let me show you some numbers from my @bitget account.
USDT balance: 552, that's all, no other cash. But opening the stock contract page shows available margin of 1588 USDT, enough to open 1522.
Where did the extra 1000 come from? The account still holds 1.14 rQQQ (equivalent to $784), 0.23 rMSFT (equivalent to $105), plus BGB and a little BTC, totaling $1643 in assets. The UTA unified account includes all of these in a single margin pool, resulting in a usable amount of $1588 from the $1643 in assets, a minimal loss.
The key is that the rQQQ and rMSFT haven't been touched at all. They rise with the Nasdaq and move with Microsoft's earnings reports, maintaining their full exposure. Simultaneously, these two positions are already serving as margin for the futures account.
One rToken performs three functions.
The first function is holding exposure, 1:1 matched with real stocks, with dividends credited in USDT. The second function is serving as margin, as shown in the figures above. The third method involves borrowing USDT as collateral. This allows you to obtain cash without selling your holdings, with significantly lower financing costs than margin trading through brokerages. The borrowed funds can then be used to buy more rTokens, increasing your exposure.
The second chart deserves separate discussion:
SPCX perpetual contracts, leveraged 20x, note the overnight session indicator in the top left corner.
SpaceX listed on Nasdaq on June 12th with an offering price of $135. After surging to $225, it has steadily declined, currently trading at just over $113, below its offering price. It was just added to the Nasdaq 100 on July 7th, and will release its first financial report in August, along with a large-scale unlocking of shares held by insiders. This stock is unlikely to remain quiet.
Three key details: The chart shows the night session. US stocks have been closed for several hours, but the order book is still active, while earnings reports are released after the market closes. In your brokerage account, you can only wait until the next day. Long and short positions are displayed side-by-side. For stocks that have already halved in value and are facing lock-up periods, shorting through a brokerage requires margin lending, which may not be available and is costly. There are hundreds of thousands to 300,000 USDT in the order book with a 0.0000% funding rate. Bitget's US stock liquidity far exceeds your expectations.
Incidentally, the rQQQ in the first chart now indirectly includes SPCX. After the Nasdaq 100 correction, QQQ has already incorporated it. One rQQQ holding Nasdaq exposure while simultaneously providing margin for this SPCX position—this cycle is quite interesting.
The key to success during earnings season isn't whether you correctly predicted the market direction, but whether your funds are available at the right moment. The difference between using the same amount of money for three things simultaneously and only being able to do one is precisely this.
Leverage and collateral are double-edged swords. A pullback in rToken will directly reduce the margin ratio, and any margin increases will be wiped out during the pullback. For volatile instruments like SPCX, it's even more important to have sufficient buffer space. The above is based on personal testing and does not constitute investment advice.
To ensure your USDT is used effectively this week, simply check the numbers in @bitget's unified account.
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Dp大鹏
07-31 10:20
フォロー
US stocks surged last night, and South Korean stocks also rose sharply this morning, especially AI-related sectors. I believe this is a "bottom-fishing" rally, and this rebound will last for a while, ending in about 15 trading days. It won't fundamentally change the overall downward trend. There will be further sharp drops, followed by sideways movement, smaller drops, and then another sharp drop before a bottom is formed. The bottoming process won't happen until at least next year.