GoodLuckAndKeepMakingGood

CZ said that to prevent IBM’s quantum computer from cracking the “big pie,” they should lock up millions of “big pies.” This shows two things: first, that the “big pie” really might be cracked; second, that his so-called “locking up the big pie” is very frivolous as well, which also suggests that the “big pie”’s security is highly questionable. ​​​

This chart today clearly explains the situation of the past 7 months, and also clearly explains the trend of the next several months. ​​​​

Today I feel relieved. The bearish index has hit a new low in nine months. Moreover, the wave pattern is complete. Insisting that the index would decline, especially when it rose every day from February to May, meant insisting it would eventually fall. Finally, everything has come to light. ​​​

Last Saturday, I said, “When silicon-based stocks such as Micron, SanDisk, SK Hynix, and Intel top out and start pulling back, carbon-based stocks and the indices will fall miserably.” Today is next Tuesday—this could already be underway. Let the indices stay a little more well-behaved.

BTC’s rise since June 5th was purely a passive follow of Micron/Intel/SanDisk, not its own upward momentum. When Micron starts to pull back, the index will fall quite badly.

BTC has one week left to test whether it's a small rebound or a larger rebound.

Next week or the week after, when silicon-based stocks like Micron/SanDisk/Hynix/Intel reach their peak and start to decline, carbon-based stocks and indices will fall very badly.

The index is very much like a woman who has been unlucky in love; her boyfriend is addicted to gambling and borrowing money everywhere. The woman is still reluctant to leave this man, always thinking: What if he changes someday?

Original encrypted investors now know the US stock market inside out, names they previously had no idea about now come to mind effortlessly, such as Micron/SanDisk/Intel, Meta/Google/Nvidia, Apple/Samsung/ASML, Broadcom/Marvell/400G. All are familiar.

#微策略# issued four types of preferred shares—four brothers teaming up to pull the wool over people’s eyes. Three of them are already below par value, meaning anyone who bought in back then can’t sell back at the original price. It really lives up to the saying: “You’re after the interest; he’s after your principal.” MicroStrategy’s cash reserves are only enough to cover interest payments until 26 September 2026—by then, there won’t be any money available to pay the interest. All that’s left is to sell Bitcoin. His time is running out.

The last three months of gains in the index followed the rise of SanDisk/Micron/Intel/AMD.
This time, the rally starting from June 5th still follows the rise of SanDisk/Micron/Intel/AMD.
However, SanDisk/Micron are continuously hitting new highs, while the index is only rebounding.
The nature of the two is different.

Crude oil falls, everything rises. Today is a day of great joy and widespread good news. Even the Bitcoin index has gone up.

In 2026, 70% of stocks hit new lows, only 30% of stocks rose.
If you don't follow these 30%, you're just wasting feelings/money/time for nothing.
These 30% are the memory/chips/storage/CPO.
Someone says that these have all risen so much that they seem very expensive.
But they don't see that the stocks hitting new lows have P/E ratios often in the hundreds or thousands; those are the truly expensive ones.

BTC will enter wave 2 starting from October 2025. Here, three wave 2s are compared. In terms of magnitude, this wave 2 is lower than the previous two wave 2s, and currently it is relatively moderate. In terms of time, it is clearly not as long as the previous two, which can be seen as insufficient time.

April-May 2026, AI computing power stocks. June-August, SpaceX stocks. September-December, Anthropic stocks.
By then, the index is expected to end its decline and begin a strong rebound.

Spacex’s new IPO raises a total of $250 billion. This money can be understood as funds raised from selling gold or selling stocks. After the subscription allotment of $80 billion, $170 billion is returned. What assets will this huge sum be used to bottom-fish? The big pie/gold/Micron/SanDisk/Intel/? It’s definitely not that simple.

BTC in 2025 is garbage—down 6% for the whole year. Meanwhile in 2025, gold/silver/Nvidia/Google/SanDisk are all honey time. In the first half of 2026, gold/silver/index also enter garbage time; SanDisk/Intel/Micron enter honey time. After June, things will change again. Index/gold/silver will continue to be in garbage time until the end of September.

MicroStrategy last week raised about $181 million in net funds by selling common stock through a “at-the-market” (ATM) mechanism. It bought 1,550 BTC, spending $101.3 million at an average purchase cost of $65,332. It also left a small amount, adding $100 million to its cash reserves, bringing its cash reserves to $1 billion. This shows that first, it kept cash; second, it doesn’t dare to sell more for fear of an even bigger sell-off wave; third, there are still fools out there giving it money.