懂币猫

May 13 Live Summary Traders need to be as flexible and adaptable as water, not stubborn like an old pigeon. Go fishing where the fish are. If everyone has already poisoned the fish, how could you possibly catch any in that reservoir? Don't have faith in altcoins. Forget about them quickly—they're dead. If you were a market maker, with the current good US stock market and everyone ignoring crypto, and those who were going to lose have already lost, how would you operate? When you make money, you have to hold on to it. Many people have made money but ultimately failed to keep it.

#USStock #AI #FederalReserveTransition Does the Federal Reserve transition really have an impact? Is a crash coming? Should we liquidate US stocks? This has been a hot topic in the community lately, with many holding long positions fearing a crash. I reviewed the Nasdaq performance during recent Federal Reserve chair transitions. Let's look at what the data says. On the day: 2 up, 2 down, average -1.2% Next 5 days: 2 up, 2 down, average -0.1% Next 10 days: 3 up, 1 down, average +2.5% Next 30 days: 2 up, 2 down, average +2.4% Next 3 months: 2 up, 2 down, average -5.5% Next 12 months: 3 up, 1 down, average +4.8% Bull markets rise when they should, Bear markets fall when they should.

#USStock #AI #FederalReserve Does the Federal Reserve leadership change really have an impact? Is a crash coming? Should you liquidate your US stocks? Many people's first reaction when they hear "Federal Reserve Chairperson change" is: Is the US stock market going to collapse? I reviewed the Nasdaq performance during recent Fed chair transitions. Let's look at what the data says. On the day: 2 up, 2 down, average -1.2% Next 5 days: 2 up, 2 down, average -0.1% Next 10 days: 3 up, 1 down, average +2.5% Next 30 days: 2 up, 2 down, average +2.4% Next 3 months: 2 up, 2 down, average -5.5% Next 12 months: 3 up, 1 down, average +4.8% In other words, the market is not afraid of a "chairperson change" in the short term at all. So don't spread false rumors—where is this basis for a crash coming from? The real damage happens after 3 months, because after 3 months, the market stops trading on news headlines. It starts trading based on what kind of situation the new chairperson actually inherits. Bull markets rise when they should rise. Bear markets fall when they should fall. What the market truly fears is: High valuations Tightening liquidity Crowded tech stocks Emerging credit risks Cycles shifting from tailwinds to headwinds

Follow the right trend Choose the right partner Lie flat

Recently, major exchanges have been launching US stock contracts, and the speed is getting faster and faster, with more and more stock tokens being listed. I really value the big exchanges that offer US stock contracts because this is the easiest platform for ordinary people to trade US stocks. I also pay close attention to their risk control. From what I understand, the top Chinese exchanges are all globally deploying compliance measures. The growth of US stock contracts could be overwhelmingly significant for the crypto space. This is a huge source of profit for exchanges, far exceeding crypto profits. Any exchange with a sound mind would not intentionally harm users at this time, especially when it involves users' funds. The role of law ultimately is to measure whether the cost of breaking the law is worth it. If you were the captain, would you give up tens or hundreds of billions in annual profits for this small gain? Obviously, that does not align with business logic. Recently, I saw some community members saying that the top four Chinese exchanges’ #Bybit risk controls on user funds and withdrawal issues are causing great concern. I personally tested it, and it was very smooth with no impact at all. My first reaction was that last time #Bybit was hacked for 1.5 billion USD, they fully compensated, so such problems shouldn’t be happening now. However, as platforms become more compliant, supervision of fund sources will become stricter, which is entirely beneficial for us. I have a few suggestions that apply to all platforms: 1. Avoid money laundering and scam funds inflow; don’t be complacent. 2. Avoid transfers from on-chain addresses; funds from on-chain addresses carry high risks. 3. Ensure clear and verifiable sources. @Bybit_Official @benbybit

#BTC #USStock In the past two months, my crypto contracts have hardly made any profit, but I'm still ranked first on the annual profit leaderboard. What does this mean? It's simple to understand: it means making money in crypto is really tough right now. Other crypto traders aren't making much either, otherwise I wouldn't still be number one. I've been urging everyone in my live streams for half a year to trade US stocks. Almost half the time in my streams is spent talking about US stocks, gold, and silver. When I started streaming, I also shared my US stock returns, which were as good as crypto. Doing live streams and trading tutorials, I've always hoped everyone could make more money, follow the right trading path, and have the right trading mindset. Recently, I noticed very few people on the square talk about US stocks. Such a great market gets little attention, which really makes me sad. As traders, when conditions are right, don't be stubborn; be more flexible. I often say traders should be like water—flexible and adaptable, not like an old pigeon. At the same time, we must learn to allocate funds to earn money where it's easier and in livelier markets. My own position and time allocation: Crypto 40% US Stocks 40% A Shares 5% Gold 5% Certain funds 4% (almost no time needed, buy and hold) Wealth management 3% (almost no time needed, buy and hold) Others 3% (almost no time needed, buy and hold) Now all major platforms have US stock contracts. Open your exchange app, go to the contracts section, and in the dropdown selection, find #TradFi, which contains all the recent popular US stock contracts. Brothers, explore more and don't let yourself get trapped in an information cocoon

Storage is already so tight Samsung is also on strike, so production capacity is even more limited If the strike lasts too long, the major AI companies will be the most anxious, forced to lock in storage capacity at even higher prices The longer the strike lasts, the better the news, as it easily causes a spiral of stepping on one's own feet This is the biggest positive for storage stocks Related stocks: Samsung SK Hynix SanDisk Micron Seagate Western Digital

Yesterday's decline basically did not affect the #AI sector stocks For reference #AAOI #COHR #CIEN #NVDA

#RKLB #SPACEX RKLB has increased nearly 40 times in 2 years It has surged another 30% consecutively these past two days Bought #RKLB a few months ago, now the profits are substantial At that time, I was deeply attracted by #ElonMusk's Mars vision The universe is vast and dazzling Humans stepping foot on Mars Guys naturally love these kinds of stories, "conquering" the universe, the vision is grand enough Since I can't participate in #SpaceX, I had to buy #RKLB and #PL, which also belong to the aerospace sector Recently, with the hype around #SpaceX's upcoming #IPO, the commercial aerospace sector has surged again, making it one of the hottest sectors after #AI RKLB's Q1 earnings report was explosive: Q1 revenue about $200.3M, year-over-year +63.5% GAAP gross margin 38.2% non-GAAP gross margin 43.0% Q2 revenue guidance $225M-$240M, higher than previous consensus Revenue scale is stepping up, the company is no longer just an early-stage concept stock Orders and visibility: Backlog about $2.2B, quarter-over-quarter +20.2% Disclosed 31 Electron/HASTE contracts Disclosed 5 Neutron exclusive launch contracts Launch manifest exceeds 70 missions, future revenue visibility improved RKLB has recently been revalued by the market from a "high-volatility commercial aerospace concept stock" to an "aerospace infrastructure company with revenue, backlog, defense orders, and Neutron option value"

#LITE #STX #SNDK #WDC Photovoltaic giant #LITE surged 17% yesterday after being added to the Nasdaq 100 index I compiled a list of stocks recently included in the Nasdaq 100 index Comparing the price changes before and after the announcement It can be seen that AI sector stocks like SanDisk, Seagate, and Western Digital have all risen sharply From the data perspective We need to separate the index inclusion effect from the market/industry trends: The excess returns in the storage chain mainly come from the AI storage cycle, industry revaluation, and significant profit expectations; the index buying is just a catalyst Biopharmaceuticals, on the other hand, are suppressed by fundamentals and risk appetite