Orbit: Crypto Community Feed

Comparing the storage sector across markets is more interesting than just looking at a single candlestick: On the US stock side, SanDisk and SK Hynix have both fallen for the second day, and DRAM spot prices are also declining; however, the A-share storage chain is moving in the opposite direction, with companies like Montage Technology rising against the trend. The same industry chain, two markets, two different sentiments—this indicates that the current decline is more like a position squeeze on the US stock side rather than a demand-side falsification. If the fundamentals had truly shifted, the A-shares would not be independently strengthening. To judge whether storage has peaked, one should look at DRAM contract prices and manufacturer guidance, not the daily drop in US stocks. Explaining what this means is more important than simply restating what happened.

Brothers. Sometimes I think. If $CORE was $10 now. Would the community still call it trash? The answer is simple. No. They would say: I've been bullish for a long time. Always paying attention. Ready to hold long-term. The most magical thing in the crypto world is this. Price determines opinion. When it goes up, it's value investing. When it goes down, it's a trash project. So I don't really look at the comment section now. Because most people's opinions Are actually just the shape of the candlestick chart. $CORE #交易之声：你的经验值得被听到

$SPCX surged by as much as 16% today, with recent gains mainly driven by two factors: On one hand, earnings data eased market concerns. SpaceX's Q2 revenue reached approximately $7.8 billion, showing significant year-over-year growth and outperforming market expectations. Investors are refocusing on Starlink, aerospace operations, and future AI infrastructure plans. On the other hand, the market had previously worried about selling pressure from share unlocks, but after the actual unlock, strong capital absorption led to a "bad news priced in" rally. About 900 million shares were unlocked, increasing circulation, but market sentiment did not further deteriorate. Regarding price trends: Short-term support is around $120. If capital continues to flow in, there is a chance to challenge previous resistance levels: * $130-$135: Near the IPO price, also an important psychological resistance level * Around $150: Area of previous trapped positions; breaking through requires stronger catalysts * Above $180: Requires further realization of long-term expectations such as Starlink commercialization and AI business deployment Risks include SpaceX's currently high valuation, massive AI infrastructure investments, upcoming share unlocks, and profit pressure. Caution is needed for profit-taking after rallies. Overall, SPCX is currently in a phase of news recovery plus capital replenishment, showing short-term strength. However, to truly open up upside potential, improvements in profitability and new growth expectations from AI/Starlink businesses need to be seen. #财报观察员：解禁后反涨，SpaceX后续怎么看？

A structural check on the crypto market after the non-farm payrolls. $BTC basically stayed flat around 64500 in the past 24 hours, with funding rates maintaining a mild positive value and open interest remaining low, indicating that this wave neither saw long positions adding leverage nor panic deleveraging, just low volume and cautious observation. Liquidations are still hitting shorts more, the short squeeze structure remains, but the volume can't support a trend. Coinbase is trading at a slight discount to Binance, showing that US funds are not aggressively accumulating. In short: the data tells you the market is waiting for the next macro variable, not choosing a direction. Watch the positions, don't be fooled by a single candlestick.

$BICO I plan to start interpreting the crypto market, this stupid market, from today as a graduate student in economics from a 985 university. Today's first lesson is bico. All my profits were wiped out by this coin. If we analyze it using market mechanisms, it belongs to a complete monopoly market. The whales hold most of the circulating supply of this coin, so they also have corresponding pricing power. We don't know the marginal cost for them to pump or dump this coin, but I guess it's very low. When their marginal profit exceeds the marginal cost, I think the coin's rally is just the beginning. #存储股财报后下挫，AI内存牛市还稳吗？ #联储鹰派信号升温，弱就业能否压过通胀？ #财报观察员：解禁后反涨，SpaceX后续怎么看？