BTC日线a浪反弹或已于7月21日在66,955美元见顶，转入b浪调整，本周关注65,700美元回抽及60,950～61,500美元支撑；HYPE则在60～63.5美元关键阻力带争夺，上周空单已验证获利1.70%。

NVIDIA and Broadcom Lock in Supply Early, AI Bottleneck Shifts to HBM and Packaging

ราคาเป้าหมายจะไปถึงเท่าไหร่? ผู้เชี่ยวชาญต่างก็คิดว่าความเห็นของตนมีเหตุผล

Alphabet's increased spending forecast caused a sharp drop in its stock price, sounding alarm bells for Microsoft, Meta, and Amazon, which are about to report their earnings.

The gap between VIX and VXN is rapidly widening, an extremely important signal. It indicates that market panic is not uniform but highly concentrated in the tech sector.

Betting on an "impossible" project, suffering losses for a decade and burning through 36.6 billion yuan—Hefei rewrote the history of China's memory chip industry with a high-stakes gamble.

The most impressive moment for on-chain markets: providing price discovery for A-share IPOs.

Tokens for Equity: A Promise or an Empty Check?

From late 2025 to the first half of 2026, as other tracks (some high-valuation growth, cyclical, pure narrative themes) fade, while AI Capex continues to exceed expectations and semiconductor and data center-related stocks significantly outperform, market consensus truly forms — “AI is no longer just one of many themes, but has become the absolute main narrative of global capital markets.”

Hartnett believes the bond market is becoming the biggest threat to the AI bull market. If the bond market dries up and forces the Federal Reserve to raise interest rates, it will trigger a new round of deleveraging in risk assets.

Only the rules I write down on normal days can withstand market emotions late at night at 11 PM.

The jewel in China's crown -- DRAM chips.

NVIDIA is about to become a shareholder of Upbit?

韩国年轻人用杠杆“赌国运”，最终落得倾家荡产。

彭博社、WSJ所谓的“内部人士消息”，原来是这么来的。

The DRAM supply-demand gap persists, and CXMT benefits from the dual advantages of "rising volume and price" plus "domestic substitution."