BabyGi

PCE data is out. To be honest, the results themselves aren't surprising, but it's still oppressive that three signals are all pointing in the same direction.
Headline PCE in May was 4.1% year-over-year, core PCE 3.4%, in line with expectations, but it also confirms the highest since 2023. Inflation isn't out of control, but there are no signs of it moving down either.
What's more troublesome is the driver has shifted from energy to housing and durable goods. This kind of structural diffusion is much harder to deal with than a simple energy price hike because it's stickier and harder to suppres

Traders who can truly make big money long-term
often possess four abilities simultaneously: mathematics, finance, psychology, and philosophy.
Mathematics tells them where the probability lies.
Finance tells them what the rules are.
Psychology tells them how to control themselves.
Philosophy tells them how to face uncertainty.
Therefore, what trading truly teaches people may not be how to make money, but how to face a world full of uncertainty—acknowledging that they can be wrong, accepting that the world is uncontrollable, betting on probabilities, and remaining calm in the face of

Two days ago, when TSMC's price increase news came out, AI stocks collectively plummeted, Micron fell over 13% in a single day, and bitcoin:native fell below $60k.
The sentiment in the market those two days was that AI costs were going to spiral out of control, and then last night Micron's earnings report came out and completely flipped the script.
Revenue was $414.6 billion, beating expectations by 17.6%. EPS was $2511, beating expectations by 23.8% with a year-over-year increase of over 340%. Q4 guidance was $50 billion, while expectations were only $435.8 billion, again significantly exceed

TSMC's price increase this time is really like throwing a big stone into the water.
All lines below 7nm are up 5-10%, a four-year continuous price hike plan has officially been implemented, and Nvidia, AMD, Apple—all are on the list.
After the news came out, the US stock market took a direct hit, Micron's single-day drop exceeded 13%, Nvidia fell over 4%, and its market value dropped below $5 trillion, with the Nasdaq closing down 2.21%. Then panic quickly spread, bitcoin: native once dropped below 63k, and the entire network's 24-hour liquidations totaled about $650 million, mostly long posit

Many people learning about U.S. stocks make the first mistake, it's not that they can't analyze, but that they haven't figured out where the information comes from, and they start placing orders based solely on candlestick charts.
If you're a beginner, you need to first connect the four steps:
Market, News, Screening, Analysis
🍀 First thing: check the market using Yahoo Finance.
How much is a stock worth now, how much did it go up or down today, when is the earnings report coming out, how are revenue and profits, what are analyst expectations, all basic fundamental information is here.
Beginn

There are eight major factions in the crypto world, each with different ways of playing.
The ways to get involved in criminal risks are also completely different.
First faction · Faithful believers
Long-term supporters of Bitcoin and Ethereum, only talking about cycles, only doing compound interest over time, are the oldest and purest faction.
Lowest risk, but also the one that tests human nature the most; most people can't endure the long bear market.
Second faction · Ecosystem infrastructure faction
Don't speculate on coins at all, focus on creating coins and building ecosystems,

Today, Bitcoin: native reached a high of $65,588, now has fallen back to $62,897, down 2.1% in 24 hours
$ETH $1,688, down 3.4%, $1,700 didn't hold
$SOL experienced the sharpest decline, $70, down 5.3% in 24 hours
This morning, following the US-Iran ceasefire negotiations and oil news, a wave moved. Bessent approved Iran's temporary oil sales, causing oil prices to drop. BTC followed and recovered to $65K, then overall retreated, giving back all the gains and more
The geopolitical line remains unresolved. While Iran's ceasefire talks are ongoing, they are also threatening the Strait o

Today, the U.S. stock market finally reopened, and this is the real test of the week.
$BTC $64104 is still grinding, $ETH has barely moved, $SOL has outperformed everyone for two consecutive days, +3.58%, quite impressive.
Funding rates remain negative, with bears paying longs, and the long-short ratio has quietly dropped from 1.76 to 1.63, a group of people waiting for a dip.
This structure is actually quite interesting; if BTC doesn't break its level, these bears could become potential rebound fuel. But if the U.S. stock market continues to digest hawkish expectations and drops tonig

How are the chairs at Orange Hotel used?
No, how do you sit on them?
Can someone demonstrate?

Today is Sunday, and it's also Dragon Boat Festival holiday and Father's Day, everyone is resting, and the market hasn't moved much, it just quietly nudged up a little.
$BTC $63833 increased by 1%, $ETH $1726 rose by 1.4%, $SOL shot up by 3.35% directly.
It looks pretty good, but I advise you not to get too excited; we're still in a slight breather at the low after last week's FOMC crash, it's too early to say it's recovering.
There's one signal I think is worth noting: the funding rate turned negative, -0.0031%, meaning there are more shorts than longs now, and shorts are paying longs.
A bun

The yen approaches a 40-year low, this is a slow-motion crisis
USD/JPY approaches 160, touching the weakest level since around 1986
On the surface, it's a currency exchange rate number, but behind it is an extreme play of long-term arbitrage driven by a split in monetary policy
✍️ Why is the yen so weak
The core logic is simple: the US-Japan interest rate differential is too large, capital must flow out of Japan
The Federal Reserve's interest rate is 3.5%-3.75%, and Waller just hinted that there might be more rate hikes by the end of the year. The Bank of Japan (BOJ) interest rate ha

STRC de-pegging: Saylor's big bet on BTC is being tested by the market
STRC hit a daily low of $82-85 yesterday, a new all-time low
Strive CEO explained that this was a leverage liquidation event, not a problem with the underlying credit, but the market clearly hasn't fully bought it
SATA also dropped to the $90 range, the overall Strategy market cap fell to $39.92 billion, dropping out of the top 250 US-listed companies
The most striking number: bitcoin:native holdings unrealized losses exceeding $10.8 billion
The company's official response is: selling BTC can pay for 32 years of d

Every time macroeconomic pressure truly hits, the crypto market experiences the same thing
Funds do not withdraw evenly, but in layers
This time is no exception ☝️
bitcoin:native -4.61%, $ETH -5.23%, $SOL -6.39%
The logic behind the numbers is very clear: when the market starts pricing in a possible rate hike by the end of the year, funds always move first from assets with weak liquidity, with BTC as the last line of defense, and altcoins and L1s as the first to bleed
ETH falling below $1700 is not random noise; it’s a structural signal. $1700 has been a support level multiple times

Xiaohongshu Hong Kong Stock IPO: $70 billion, how much is this card worth?
✍️What is the company?
The most difficult content to replicate in China - an e-commerce hybrid model
Over 300 million monthly active users, mainly 18-35-year-old urban women, the core purchasing power group in China's consumption upgrade
The complete consumer decision-making chain from "planting grass" to "pulling grass," which Taobao has not successfully replicated
✍️Why is it worth $70 billion?
Compared to other Chinese concept stocks in Hong Kong: Kuaishou about $30 billion, Bilibili about $6 billion, aro