SingleCycleDamnxun

MSTR's Bitcoin selling has begun!
The repurchase plan to sell Bitcoin to buy back stock was just announced last week.. And it was directly executed last week.
MSTR just released last week's SEC 8-k filing. The filing shows they have started selling Bitcoin:
6/29 – 6/30: Sold 1363 BTC. Average price $59,256, sold for $80.8 million.
7/1 – 7/5: Sold 2225 BTC. Average price $60,773, sold for $135.2 million.
A total of 3588 BTC were sold, generating $216 million in revenue. Holdings reduced to 843775.
$BTC

This hurts too much to let go.
Cabo Verde 🇨🇻 is heading home 🥹
After all these years watching soccer, I’ve never seen a team where I don’t even recognize a single player, yet they play this well.
They turned it around and leveled everything within 90 minutes.
Cabo Verde’s defense is basically T0 level—while even the Premier League champions, Arsenal, aren’t any better #预测世界杯阿根廷VS佛得角

Non-farm payrolls are lower than expected, further compressing the probability of interest rate hikes, which is bullish $BTC ‌#非农数据倒计时

$BTC starting to liquidate upward #Strategy拟回购股票

continuously bleeding BTC$BTC

July U.S. Stock Market Key Events#美光市值超越Meta跻身全美前十 #

Big positive for equipment and materials stocks.
Yesterday, the South Korean government called in Samsung and SK Hynix and asked them to publicly promise to invest heavily in building a large number of memory factories in South Korea over the next decade.
Today, Samsung Group announced plans to invest more than 1,000 trillion won (approximately $648 billion) over the next 10 years, of which about 300 trillion won ($194 billion) will be specifically used to expand and build additional chip manufacturing facilities in the southwestern part of South Korea.
Let’s first look at the capital flow log

Tonight, the last macro data of this month is released.
If the core PCE month-over-month rate is less than or equal to the expected value of 0.3%, that's a good number.
If it's 0.4%, the market can actually accept it, especially since oil prices have dropped sharply after the signing of the US-Iran memorandum.
If the core PCE month-over-month rate does not exceed 0.2%, or is 0.3% accompanied by a downward revision of the previous value and weakening actual consumption, then risk assets should see a significant rebound.
Even if it exceeds expectations, the market will view it as indicating the

The Common Hidden Card of Warren Buffett: Top 10 Bottlenecks in Semiconductors
1. Interconnect (Copper Cable Electrical Interconnect)
The immediate shortcoming restricting cluster efficiency. High-speed copper cables like NVLink are feasible over short distances (within cabinets), but as transmission speeds approach 112Gbps PAM4, skin effect and crosstalk cause rapid signal attenuation, compressing effective transmission distance to under 1 meter. This means the physical topology of GPU clusters is "locked," and scaling faces serious impedance.
2. Photonics (Optical Interconnect)
A physical al

Mid-December 2025
Bank of America: The AI market has entered a mid-pace slowdown zone, the market is overly optimistic, triggering a sell signal
SMH up 15%, MU surged 80%
March 2026
Bank of America: Korea's KOSPI is a "textbook bubble"
Korean index soared 70%
End of March 2026
Bank of America: U.S. stocks "haven't fallen through"
U.S. stocks started bottoming out and rebounding on March 30
Early June 2026
Bank of America: 70% bear market signals triggered, suggesting profit-taking
MU has risen 25% since early June, SMH up 13%
June 22, 2026
Bank of America: Changed sta

$BTC If this specific liquidity below 60K is taken away, then the next major pool formed between July and September is unlikely to ever be filled, which will mark the macro bottom #我的Gate交易时刻

#SPCX This hype is really scary. Given the current pace, it's very likely to be pumped to $3 trillion before the index enters the exponential phase. The index will be passively allocated 5.7% of the circulating shares, which immediately pulls out $171 billion in liquidity. Then there's the end-of-month unlock, at least 20%, which will definitely create massive selling pressure. If we assume 20%, that's $600 billion in selling pressure. The U.S. stock market in July is very likely to experience a sharp decline~
The core contradiction of SPCX is not the total market cap of $2.5 trillion, but