SailorSamba

A million-follower financial blogger broke down after being used as a reverse indicator by his followers.
Yesterday, a dark comedy unfolded. After a million-follower financial blogger cleared all his tech stocks on July 8, one of his followers took the opposite position and made big gains.
The follower thanked the blogger, saying: "Thank you for clearing all your stocks yesterday. I've always used you as a reverse indicator. When you posted about clearing out yesterday, I bought optical modules and semiconductors at today's morning open, recovering half of this month's losses. Start a livestre

Let me talk about several definite hotspots in the next altcoin market.
For the RWA direction, I still lean toward the $ONDO
sector, which will likely continue expanding. Ondo currently has a relative advantage in both market perception and institutional narrative.
For DeFi, the core is still $UNI
. I’ll also keep an eye on MORPHO, but my position may be smaller than UNI. From a risk/reward perspective, Morpho might have more upside elasticity, but its certainty is still lower than UNI’s.
For the retail sentiment direction, it’s still $DOGE
. Many people look down on meme coins, but in a real

Another institution is buying ETH.
BitMine appears to have increased its holdings by another 40k ETH, worth approximately $71.62 million.
Many people see news like this and only focus on:
Has ETH gone up again or not?
But I'm focusing on something else.
Over the past few years,
when institutions allocate digital assets, there has been almost only one answer:
BTC.
Now,
more and more institutions are taking the initiative to allocate ETH.
What does this mean?
It shows that in the eyes of some institutions,
ETH is no longer just a cryptocurrency.
It is beginning to have the attributes of a strate

ETH is starting to noticeably outperform BTC.
Capital is beginning to flow back into ETH.
Because the market is slowly recovering.
The typical rhythm of capital rotation is usually like this:
First buy BTC, then buy ETH, and finally more altcoins get their turn.
BTC is more like a safe-haven asset.
ETH plays a more risk-on role.
So, when ETH starts to outperform BTC, it often means the market is willing to take on more risk.
However, I think it's still too early to draw conclusions right now.
ETH's strength doesn't mean the altcoin season has already arrived.
What really needs to be watched ar

It is said that Hong Kong women are independent, with independent personalities and financial independence, not relying on men. But in fact, there are also many so-called "little fairies" from the mainland.
I came across a local Hong Kong news story: a middle-aged Hong Kong man lost his job, losing a job that paid 32,000 per month, and had to take on several part-time jobs, including food delivery and courier services. On weekends, he also drove for Uber as a ride-hailing driver, with not a single day off, barely making 25,000 a month.
The man's wife is a full-time homemaker, and they have two

10 things that must never be spoken:
1. Your savings — don't tell
2. Family conflicts — don't tell
3. Physical defects — don't tell
4. Ways to make money — don't tell
5. Others' privacy — don't tell
6. Things not yet accomplished — don't tell
7. Things done through connections — don't tell
8. Past grievances and embarrassing moments — don't tell
9. Secrets someone told you — don't tell
10. Real thoughts about leaders and colleagues — don't tell
✅️ It takes three years to learn to speak, and a lifetime to learn to shut up. Talk less, observe more, and hold off on expressing your opinion.
What d

Bitcoin $BTC at the 600,000 level will experience repeated fluctuations and will not easily break through effectively downward.
Referencing the 6,000 level during the 2018 bear market, it oscillated for most of the year, repeatedly dipping below and then slowly recovering, creating the illusion that 6,000 was the bottom, until later $BCH and $BSV the hash war, a sudden black swan event caused BTC to drop to 3,150 before hitting bottom.
For this bear market, BTC needs a sudden black swan event to effectively break below 60,000; before such a black swan event occurs, going short-term long

When it comes to embodied intelligence, you can't just look at whether the robot can walk in a video.
On June 28, Zhiyuan announced the mass production rollout of its 15,000th general-purpose embodied robot, the Elf G2.
What's more interesting is where it was delivered.
It was delivered to Longqi Technology on the same day, entering an ODM production line for real manufacturing work; on March 30, Zhiyuan had only announced the 10,000th unit.
This shows the game is changing.
Humanoid robots are moving from demo competition to competition in delivery speed, factory reuse, and on-site data flywhe

CZ's judgment is more useful than simply explaining the decline.
He didn't attribute the first-half crypto pullback to a single cause, but instead looked at geopolitical risks, AI sucking away hot money, and the four-year cycle together.
I think the key is the AI layer.
If AI is just temporarily draining liquidity, then crypto isn't being replaced—it's just waiting for the next round of capital reflow.
But if AI capex becomes the new main narrative for capital markets, crypto's recovery will have to present stronger financial utility. #0成本拿2股SK海力士