Today I made two $ETH trades, one long and one short, both winning. The long was entered at 2343 and exited at 2393, catching a rebound with 100x leverage and gaining 202 points. This trade felt the best. The short was entered at 2391 and exited at 2380, a high-level reversal short, gaining 41 points, also a smooth exit. Long first, then short, profited on both sides, tonight's rhythm is back on track. After losing all on $BTC earlier, these two trades recovered a big loss. No greed today, wrapping up.

Anthropic is also joining the IPO frenzy, and right from the start, it aims to break records. The $SPCX $750 billion fundraising record might not even have cooled down before it gets surpassed. Claude's developer Anthropic is expected to file IPO documents as early as the end of August, with a fundraising scale at least matching SpaceX. The secondary market valuation has already been called out at $2 trillion, more than double the $965 billion valuation during the May financing. The growth is indeed fierce. Q2 revenue was $11.5 billion, and by the end of July, the annualized revenue reached $65 billion, with adjusted profits turning positive. Amazon has won big here—since 2024, it invested $13 billion for a 21% stake; based on the $2 trillion valuation, this investment is worth $420 billion, more than 30 times the original. But the losses are truly alarming. The net loss for the full year 2025 is close to $42 billion, five times the $8.3 billion loss in 2024. Computing power costs are brutal; just the GPU agreement with SpaceX requires a monthly payment of $1.25 billion. The current controversy is clear: can the annualized $65 billion revenue hold up? On the Bitcoin $BTC side, AI companies launching massive IPOs will siphon a large amount of liquidity from the market, creating a short-term capital drain on risk assets. But from another perspective, if Anthropic can successfully go public despite losses and be embraced by the market, it effectively stamps the entire AI sector with "market approval," which is actually good for long-term risk appetite. #Anthropic拟8月底公开IPO文件，募资或追平SpaceX

#交易之声：你的经验值得被听到 When trading with small capital, do you value position control or execution discipline more? I choose position control. Discipline is certainly important, but when the capital is small, discipline won't save you, position control will. Back then, I was playing with just a few thousand yuan. Honestly, it wasn't really about discipline or not. But I was clear about one thing — when you have little money, the biggest fear is losing it all in one go. So no matter what trade I made, the first thing was always to calculate how much would be left if this trade lost. My approach has a few rules: 1. Lose no more than 5% of total capital on a single trade; once reached, cut losses immediately, never lose more. 2. Never allocate more than 20% of the position to one coin, no matter how promising, no all-in. 3. When profitable, withdraw half first, don’t roll it back in as a bet. The advantage of this method is that even if I lose several trades in a row, the account still has more than half left, so there’s a chance to recover. If back then I stubbornly stuck to “discipline” but took heavy positions, one mistake would have knocked me out, so discipline wouldn’t even matter. At the small capital stage, staying alive is more important than anything. The market won’t be kind just because you have little money, but you can give yourself more chances to learn from mistakes by controlling position size. How did you play when you had small capital? Let’s chat in the comments.👇

$ETH followed $BTC for a surge 👊 ETH pushed from 2220 to 2380 today, now at 2345, up 0.8%, with a trading volume of 5.48 million and a turnover of 12.8 billion. On the daily chart, STOCHRSI hit 100, it's definitely a bit hot. After BTC hit 75,000, Ethereum also made a follow-up move. The 15-minute chart shows consolidation at a high level, bulls are still digesting profits and haven't rushed to push further. This rebound was quite straightforward, but whether it can hold steady around 2350 remains to be seen. Do you think ETH can keep up with BTC's pace? #波动雷达：币种异动观察

Today I made two $BTC trades, one short and one long, both lost, got hit from both sides. Was the market wrong or was I wrong? Short entered at 69,693, stop loss at 70,137, lost 112 points, it rallied right after I shorted. Long entered at 71,838, stop loss at 71,432, lost 106 points, it dropped right after I went long. First got blown out on the short, then got crushed on the long, got slapped twice back and forth in one day. That's it for tonight, if I open again it’s just giving away money.

Bitcoin $BTC finally moved, a big bullish candle directly pushed it to $72,000. It had been hovering around $65,000 for the past few months, and the market was almost asleep. Suddenly, yesterday, volume surged and it rose nearly 12% in one day, with Ethereum $ETH and $SOL also broadly rising. This wave directly crushed the shorts—data shows nearly $3 billion liquidated in 24 hours, most of which were shorts taken out in one wave, close to 180,000 people. Short covering pushed the price even higher. There is also movement in the capital side. The BlackRock Bitcoin spot ETF recently saw retail buying hit a two-year high, with a single-day net inflow of nearly $190 million. Previously, some institutions predicted that after Bitcoin's low volatility, a 30% large fluctuation might occur; based on $64,000, the upper target is $83,200. But some are pouring cold water. Stablecoin reserves on exchanges are down by 16 billion compared to the end of last year, indicating that on-exchange funds are indeed shrinking. The rise is real, but whether it can continue depends on whether new money keeps coming in. Personally, I feel that $72,000 is the first real breakout in months, with sentiment and money both cooperating. But rallies driven by short squeezes often come fast and retreat fast. Whether it can hold depends on whether spot buying can catch it and whether ETF funds can continue to flow in. If no new money comes later, a rush at the high level will cause volatility to be significant. #BTC突破72000美元，本轮上涨能否延续？

Today's comment Q: When you judge the start of a trend, do you pay more attention to data or price movement? Some people think candlesticks can cure all problems, while others believe data is the key. I side with data. I look at candlesticks every day too, but I treat them as the "result" rather than the "cause." When a big bullish candle pulls up, everyone knows the trend has started. The question is, what did you see before it pulled up? I mainly focus on these: · Exchange net flow. Continuous net outflows for several days indicate whales are withdrawing coins and leaving. At this time, the price might still be sideways or even falling, but the data is already off. · Stablecoin supply. USDT and USDC continuously flowing into exchanges means off-chain funds are lining up to enter. The price hasn't moved, but the ammunition has arrived. · Whale wallet anomalies. Those addresses usually inactive suddenly start moving coins or accumulating, that's a signal. Let me share a true story. At the end of last year, $BTC daily charts looked pretty bad, with consecutive small bearish candles, seeming to head down. But I glanced at the chain and found BTC was continuously net flowing out of exchanges, and stablecoins were flowing in. I wasn't scared off by the candlesticks and actually bought some. You all know what happened next—a direct rally upwards. So my habit is: I look at candlesticks but only trust them halfway; the other half I leave to data to speak. Candlesticks tell me what's happening now, data tells me what might happen next. What about you? Do you watch charts or data? Let's chat in the comments.👇#交易之声：你的经验值得被听到