alert的会所
Feed
Feed
Pinned
I bloom in the midst of slaughter, just like a flower in the dawn.
I wish I could have a clone, to replicate my brain.
I was too tired last night, sold $ETH at 1989, otherwise I could have made 200,000 to 300,000.
It's a sure thing!
Last May, I cleared out altcoins, selling $SUI for 4 dollars as an example, now it's 0.81, too lazy to filter and export the records from half a year ago.
I sold $BTC last August at 12.4, now it's half price.
If this can't be called the art of trading, then what is?
alert的会所
12.4w sold 9 $btc
Mainly on the 20th, I made an appointment to go to the doctor.
I get excited in trading, and women don't make me sensitive.
And I was both wilted and lustful, so contradictory.
I bought $btc in 19700 58000 76000 and only sold once in 10w, and the record is checkable.
This new high is the selling point, and the treatment is the first.
I slept too soundly and lost 80k dollars.
My previous expectation for buying $MEME
was that the war of words would escalate this week, and more people would join.
Last night it reached 0.21, but I fell asleep; a friend reminded me.
@okxchinese
OKX peaked at 0.21.
Now it's 0.1, with a maximum profit of 130k.
Now only 50k left, 13-5=8.
Missed out on 80k profit.
When will the stop-profit and stop-loss functions of cedefi be enabled?
The volatility of this altcoin is too high; I'm afraid I'll lose it all after sleeping through the night.
Don't focus on that little thing about Brother Sun
Watching the drama won't make you profit
You came to web3 to make money
$DOS is the best performing new coin recently
You haven't missed it, right?
Talking about trading again:
Betting on a slightly hawkish expectation from Wash's man, resisting the sell-off since yesterday.
$BTC
Lost yesterday and still losing today.
$ETH
Entered a high-leverage short-term position, originally hoping for a big gain.
Who knew Wash would be such a weakling.
An unrealized loss of $18,000, overall giving a hawkish expectation.
But he said to watch the prices, so he provided a path.
When the relevant authorities release price data, he has a way out.
The market will still think Wash is a weakling.
Better to learn from others and lie flat with @okxchinese's dual currency win.
Let's talk about trading again:
What exactly is the market trading? And where was my mistake some time ago?
Many bloggers say that the 40 trillion is too large, causing the US debt crisis, the US dollar is unreliable, and BTC is a safe haven.
It seems reasonable, but upon closer thought, many things deserve scrutiny.
The 40 trillion US debt was not formed last week; it accumulated gradually, so it definitely isn't the reason for the sudden rise in US debt yields.
The "sudden" here refers to the steep rise in US debt yields last week, indicating that the market had concentrated selling of US debt.
At this time, Wash said: the rise in US debt yields is equivalent to an interest rate hike.
Logically, Wash should intervene, not Bassett.
The Treasury has no plan to buy US debt to save the yen.
Historically, when have they ever managed the yen? The market worries that even the US debt held by the Fed can affect the fundamentals of US debt.
Against this backdrop, when he goes to repurchase, the market will bet:
Wash, this weakling, does not take a stand and avoids responsibility, so Bassett has no way to rescue.
If they can save once, there will be a second time. Now funds are limited; continuing to save means flooding the market.
The dollar is no longer reliable, so those opposing the dollar buy gold. (This is my basic logic for trading gold)
When shorting BTC, I treat BTC more like a tech stock, and historically, BTC rarely has such large gains in a single day.
Therefore, the community keeps emphasizing not to take profits on gold. Although gold $XAU has weakened a bit, the logic is clear, and not losing is good enough.
#财政部拟动用TGA，长债回购能否治本？
Talking about trading again:
$ETH is down 7,600 dollars, I'm waiting and watching.
Everyone is talking about the bull market recovery, everyone says they had already positioned early.
The expert says I'm going against the trend and trying to catch the top.
Actually, this is not an operation to catch the top, but a macro view of trading.
I mentioned before, every time the Federal Reserve chairman changes, the global capital markets will rebalance their portfolios, remember that.
And now the battle for liquidity between traditional finance and technology is becoming more obvious.
Moreover, whether it's the US economy or US technology, global funds should be flowing into the US Treasury market, but they are not.
Selling US Treasuries would cause an underlying liquidity crisis, and isn't this also forcing Wash to make a statement?
At this time, if Wash lets it go, it might indicate a tendency toward raising interest rates, but this does not mean a rate hike will happen. (Refer to my two previous prediction markets)
Yes, you can trade the liquidity crisis caused by the bond market, especially since balance sheet reduction is still ongoing.
Someone saved it, but it was Bassett who saved it, not Wash or the Federal Reserve.
Think about Silicon Valley Bank, the Federal Reserve was the one who really used money to save it.
Therefore, I took a short position, not large, only added a bit at 2300 this morning.
And the global central bank meeting on the 28th also provided a window.
The market might interpret the Federal Reserve's independence or generate divergence, not a one-sided rise.
Of course, Bassett and Wash are like Trump's red and white buttons, Wash just needs to appear independent.
Here, I still want to use my position to feel it out, otherwise it's hard to figure it out.
#美财政部扩大长债回购，30年美债高位回落
Back to trading: lying low, selling some storage, and continuing to hold good gold.
Lately, I've been lying low, too systemically lazy to write about trading, so I'll just briefly talk about trading.
Anthropic's app was below expectations, announced after hours; only crypto contracts offer hedging opportunities.
Shorted a bit of $MU at 1042 and also sold some Micron at yesterday's open; the cost control on Micron is still okay.
Went long on gold options $XAU at 3984, mentioned in previous articles and quoted tweets.
No profit-taking here, based on the following:
1. The usual pattern of rising US Treasury yields driving gold down is diverging.
2. Oil price increases and capital flows are also diverging.
What should be weak is not weak, so it is strong; long-term expectations are referenced in tweets, so continue holding.
This US Treasury issue is just a trigger, a direct reason for the market drop.
Fundamentally, it exposes problems with US Treasuries due to the US and Japan jointly selling euros and daring to affect exchange rates.
It also shows that the Bank of Japan's two interventions in the exchange rate have been ineffective.
If Japan intervenes more forcefully again, it will still be ineffective, but it must intervene.
Global hedge funds will definitely attack; if I can't kill US Treasuries, I can't kill you either. The sacrifice of Mrs. Watanabe's returns is quite substantial.
There may be a liquidity crisis caused by bonds here.
If Yushu and Changxin align with the national technology policy, then the consumer side and internal circulation align with the national economic policy.
Consumer odds are good, risk is low
#30年期美债收益率创2007年以来新高
alert的会所
Talking about trading again:
At the beginning of the year, everyone claimed to be precious metals experts, but now almost no one talks about precious metals.
It seems these precious metals experts have turned into US stock experts.
Recently, Space talked about gold trading; currently, gold trading is close to my cost line (I have pocketed half of my position).
Earlier, I bought gold at 3700 (I usually refer to London gold). After the fact, I explained the gold logic to group friends, but they had no access to gold except buying gold bars.
With @MSX_CN, everyone started trying to buy $UGL and physical gold.
It seems that those who make money are always hard to buy from.
This time, the gold price drop is most likely due to something I overlooked in my previous gold trading trilogy: central banks selling gold reserves to buy oil.
Goldman Sachs has a very in-depth report on gold; I simply break down the most critical part:
They lowered the mid-year gold price forecast but kept the year-end gold price forecast unchanged.
In plain language, short-term outlook is not optimistic, but long-term is fine.
Goldman Sachs' year-end gold price expectation is above 4800.
Besides my physical gold and several profitable gold trades using contracts, today I sold part of my gold.
The purpose is to free up liquidity while using options to take a bullish position on gold.
My gold position is the reason I did not buy a $BTC at 58,000, which was also the first buying point I mentioned after selling at 124,000.
If there is no escape from the top, what is bottom-fishing?
124,000 yuan for the first anniversary of selling cakes, I haven't bought $BTC yet.
Gold:
At that time, gold was mentioned; my overall cost was 3700, later halfway through. I increased my position to 4200, and the precious metals craze at the beginning of the year seems to have disappeared now.
And my Gold Trilogy, along with the article 'Gold or Bitcoin,' is still there.
This year's major trading rhythm was that the original plan to buy ten BTC at 58,000 BTC was not executed. Because I misjudged the impact of liquidity risk on gold, I took profits on some gold between 4800 and 5200.
Some gold costs were stuck at around 4100. After unwinding at 4200, we used options to bottom-fish gold below 4000, while also gaining liquidity.
Stocks:
In 2018, because of the company's asset allocation, I started playing US stocks. Maybe my own habits are more like traditional US stock traders.
Stay steady for the long term, do the cycle and become a giant. So in my Twitter post, my $MU is over 800, $CRCL
Over 70 yuan, which is quite expensive, but I haven't moved in a long time.
But those who have been trading storage contracts have lost many positions. I'm not used to trading contracts in US stocks, and I don't understand individual stocks or the industry chain—this is my weakness.
Other positions are heavy. My so-called 'old Deng' stocks have a larger proportion, like Google, Intel, Microsoft, etc., basically holding for the long term, selling during economic crises and liquidity crises.
Storage is very hot and heavy, so it will rotate to the old Deng stock.
alert的会所
I bloom in the midst of slaughter, just like a flower in the dawn.
I wish I could have a clone, to replicate my brain.
I was too tired last night, sold $ETH at 1989, otherwise I could have made 200,000 to 300,000.
It's a sure thing!
Last May, I cleared out altcoins, selling $SUI for 4 dollars as an example, now it's 0.81, too lazy to filter and export the records from half a year ago.
I sold $BTC last August at 12.4, now it's half price.
If this can't be called the art of trading, then what is?
Here, the expected opening @okxchinese is:
1. News sniping, $DOS spot on OKX.
2. Currently, with all exchanges speed-trading, there is definitely an expectation of a Grand Slam, which will reduce selling pressure.
3. Even though the airdrop was generous, part of the selling pressure was consumed yesterday.
In reality, spot trading on OKX only surged by one point, given the current market liquidity.
Formula @Vida_BWE has also abandoned the low-volatility news sniping strategy, and with fewer bots following Formula, it won't be much more so.
Therefore, to break even, I could only use the index synchronization after the call auction, unwinding the opening position, making a wave break, and entering at 0.27.
Use the opening to break even, close positions that are swing and add positions, then observe the market surface.
alert的会所
I've already lost money. When the time comes, I see if OKX's call auction can match a good price.
Most of them have already made it, just one Grand Slam away from the goal.
$DOS
-36.71%
Snapshot at Aug 13, 2026, 13:01
There is always a sense of division in the world:
AI is changing the world; a new industrial revolution has arrived, yet the shuttered shops and closed businesses seem to signal an economic downturn.
AI is booming, but the crowd feels cold. Why is there such a sense of division?
In the real estate era, the entire real estate industry chain:
Infrastructure, transportation
Rebar, cement
Renovation, agencies
Furniture, home appliances.
These conveniences in everyday life are perceptible to ordinary people, and there are people around making money.
In the AI era, the high-tech dividends are still at the upstream stage (me and @Mercy_okx).
Energy, AI, high-end manufacturing
These are all combinations of capital and advanced technology, yet to be passed down to the downstream of people's livelihoods or to the application layer.
Ordinary people can only participate through stocks and growing together with upstream companies.
Today's technology is no longer dominated by American tech hegemony monopolizing the upstream; many companies can now compete and witness the deepseek moment.
Therefore, global asset allocation is more important now. Congratulations to @okxchinese @Star_OKX for accelerating their entry into the Hong Kong stock market.
Subsequent options for precious metals and stocks are probably on the way, of course, compliance comes first.
Personally, I focus on long-term holding and cycles for stocks, and I am not very good at studying industrial chains.
Qinbafrank is an expert in this area; I plan to listen and learn from him.
I've been a bit tired these days, so listening to live streams is like taking a break.
$POPMART
