加密猴哥MJ
越来越好，保持高质量输出！X同名。
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Most folks in the Chinese community are hoping MicroStrategy tanks.
I don’t get why they keep spreading FUD about them.
They’ve got over 800,000 BTC in their bags, not like they bought it with your money, if they go under it won’t do anyone any favors.
I checked out the Q1 earnings call content,
Saylor just mentioned his worst-case scenario thoughts, he’s not really selling right now.
MSTR's mNAV has been below 1 for a while now, and it’s only been a few weeks with that kind of probability.
Overall, Saylor’s stance is crystal clear: Bitcoin is bullish, bullish, bullish.
I don’t get why they keep spreading FUD about them.
They’ve got over 800,000 BTC in their bags, not like they bought it with your money, if they go under it won’t do anyone any favors.
I checked out the Q1 earnings call content,
Saylor just mentioned his worst-case scenario thoughts, he’s not really selling right now.
MSTR's mNAV has been below 1 for a while now, and it’s only been a few weeks with that kind of probability.
Overall, Saylor’s stance is crystal clear: Bitcoin is bullish, bullish, bullish.
I've been digging into the US stock market for a few days, let's chat about why MU isn't as strong as SanDisk, shall we?
1. Right now, the big three in HBM are Samsung, SK Hynix, and MU is sitting at number three. If MU's market cap rises any further, it could surpass Hynix, but the market's getting pretty hefty.
2. Hynix is expected to hit the US stock market in June, and the local market in Korea is pretty limited; it can't handle giants like Samsung and Hynix. Moving forward, the cash flow will likely shift towards the US storage sector.
3. Everyone's waiting for MU's earnings report at the end of June (expected). It would be better if they pump it before the report drops, letting institutions accumulate positions first.
4. MU has signed a ton of long-term contracts, which is good when the storage cycle is at the bottom. The issue is that during this super cycle, prices are climbing almost every month. Signing long contracts means you miss out on the price increase perks, so while volumes go up, profits may not.
5. SanDisk has invested in HBF and achieved some results, with market expectations looking better. MU is lagging a bit in this race, which seems tied to their management's generally conservative approach.
6. SanDisk is set to report earnings on April 30th, and the consensus is that they'll exceed expectations, so ahead of April 30th, there's definitely going to be some positioning, which has pushed SanDisk's stock price up.
7. MU's last earnings report was released in March, coinciding with the US-Iran conflict, leading to a market pullback and a semiconductor dip. So, while MU's March report looked good, the stock actually dropped for several days; back then, it was still unclear if the storage super cycle would continue.
8. However, the capital expenditures of the four giants on April 29th eased market concerns. MU's March report was a bit unfortunate timing-wise, but I personally feel MU will have a significant move before the end of June.
9. I just think this month it's a good strategy to scoop up MU or SNDK at lower prices, because I bet by mid-June, institutions won't be able to resist pushing it up.
10. Even if MU doesn't exceed expectations by the end of June, just taking last Friday's closing price, the P/E ratio drops from 25.59 to 14.01 directly.
11. We're talking about a top ten global operating profit tech company, with a growth rate soaring over hundreds of percent, and a 14.01 P/E ratio—doesn't that seem like a ridiculous bargain?
12. Even if it doesn't bounce back to 25.59, just hitting a 20 P/E means 14.01*1.43=20.0343, indicating at least a 43% upside.
1. Right now, the big three in HBM are Samsung, SK Hynix, and MU is sitting at number three. If MU's market cap rises any further, it could surpass Hynix, but the market's getting pretty hefty.
2. Hynix is expected to hit the US stock market in June, and the local market in Korea is pretty limited; it can't handle giants like Samsung and Hynix. Moving forward, the cash flow will likely shift towards the US storage sector.
3. Everyone's waiting for MU's earnings report at the end of June (expected). It would be better if they pump it before the report drops, letting institutions accumulate positions first.
4. MU has signed a ton of long-term contracts, which is good when the storage cycle is at the bottom. The issue is that during this super cycle, prices are climbing almost every month. Signing long contracts means you miss out on the price increase perks, so while volumes go up, profits may not.
5. SanDisk has invested in HBF and achieved some results, with market expectations looking better. MU is lagging a bit in this race, which seems tied to their management's generally conservative approach.
6. SanDisk is set to report earnings on April 30th, and the consensus is that they'll exceed expectations, so ahead of April 30th, there's definitely going to be some positioning, which has pushed SanDisk's stock price up.
7. MU's last earnings report was released in March, coinciding with the US-Iran conflict, leading to a market pullback and a semiconductor dip. So, while MU's March report looked good, the stock actually dropped for several days; back then, it was still unclear if the storage super cycle would continue.
8. However, the capital expenditures of the four giants on April 29th eased market concerns. MU's March report was a bit unfortunate timing-wise, but I personally feel MU will have a significant move before the end of June.
9. I just think this month it's a good strategy to scoop up MU or SNDK at lower prices, because I bet by mid-June, institutions won't be able to resist pushing it up.
10. Even if MU doesn't exceed expectations by the end of June, just taking last Friday's closing price, the P/E ratio drops from 25.59 to 14.01 directly.
11. We're talking about a top ten global operating profit tech company, with a growth rate soaring over hundreds of percent, and a 14.01 P/E ratio—doesn't that seem like a ridiculous bargain?
12. Even if it doesn't bounce back to 25.59, just hitting a 20 P/E means 14.01*1.43=20.0343, indicating at least a 43% upside.
Is Bitcoin bouncing back, or is a new bull run starting?
After scrolling through Twitter for 4 hours, here's my take:
Most KOLs and retail traders in the Chinese community are bearish, expecting prices to drop to $30K to $50K.
This sentiment is based on the 4-year halving cycle, on-chain metrics, technical analysis using candlesticks, and delayed rate cuts.
On the flip side, many foreign institutions and English KOLs are bullish, anticipating a new bull market starting at #比特币 , with targets of $130K to $200K.
Their reasoning includes easing tensions in the Middle East, changes in Bitcoin's fundamental logic, ongoing institutional interest, supply outpacing demand, clear regulatory advancements, and a rotation in US stocks.
So, folks, who should we trust?
After scrolling through Twitter for 4 hours, here's my take:
Most KOLs and retail traders in the Chinese community are bearish, expecting prices to drop to $30K to $50K.
This sentiment is based on the 4-year halving cycle, on-chain metrics, technical analysis using candlesticks, and delayed rate cuts.
On the flip side, many foreign institutions and English KOLs are bullish, anticipating a new bull market starting at #比特币 , with targets of $130K to $200K.
Their reasoning includes easing tensions in the Middle East, changes in Bitcoin's fundamental logic, ongoing institutional interest, supply outpacing demand, clear regulatory advancements, and a rotation in US stocks.
So, folks, who should we trust?
In 2018, I was losing sleep every night
My hands were full of altcoins, each down over 90%
Credit card bills piled up daily
Back then, I was borrowing just to eat.
Those broke days were tough; I was crying every day
If you've been through that, you really cherish the present.
Now my goal is crystal clear: ditch most altcoins.
I'll wait for Bitcoin to hit new highs and for liquidity to return before diving back into altcoins and MEME coins.
Until then, I'm only embracing opportunities I understand and that have high certainty.
MSTR is still getting more of my capital; I’m investing in my knowledge. #MSTR
My hands were full of altcoins, each down over 90%
Credit card bills piled up daily
Back then, I was borrowing just to eat.
Those broke days were tough; I was crying every day
If you've been through that, you really cherish the present.
Now my goal is crystal clear: ditch most altcoins.
I'll wait for Bitcoin to hit new highs and for liquidity to return before diving back into altcoins and MEME coins.
Until then, I'm only embracing opportunities I understand and that have high certainty.
MSTR is still getting more of my capital; I’m investing in my knowledge. #MSTR
How profitable is Four.meme, the biggest meme launchpad on the BNB Chain?
In just 19 months, it has raked in nearly $100 million.
That’s an average of $156,000 a day.
Basically, all the big dogs on BSC end with 4444, creating a monopoly.
@Four meme 华语 isn’t short on cash or traffic, so they’re quick to roll out new features and products.
But the biggest issue for BSC is still the liquidity split; many communities are voicing concerns. This was something the big player was pondering on during their time in Hong Kong.
I believe the platform must have a solution in the pipeline.
Recent moves indicate they are aligning more with community demands.
Not sure if everyone has analyzed the latest announcement from @Four_meme .
The platform plans to cut a lot of features that lack user demand and value, focusing solely on the market's core and integrating with the community.
The previous AI Agent label was a point of strong feedback from the community, and it’s being phased out.
I know firsthand how much effort and manpower goes into developing a feature; it often requires extensive testing before it can go live.
The AI Agent label had good intentions, but from a retail investor's perspective, it felt overwhelming with too much information. Simplicity and focus are key.
This way, everyone stands a better chance to profit.
As the leading MEME launchpad on BSC, Four.meme standing with the community is absolutely the right move.
After all, the retail investors hold the power! 👀 #MEME
In just 19 months, it has raked in nearly $100 million.
That’s an average of $156,000 a day.
Basically, all the big dogs on BSC end with 4444, creating a monopoly.
@Four meme 华语 isn’t short on cash or traffic, so they’re quick to roll out new features and products.
But the biggest issue for BSC is still the liquidity split; many communities are voicing concerns. This was something the big player was pondering on during their time in Hong Kong.
I believe the platform must have a solution in the pipeline.
Recent moves indicate they are aligning more with community demands.
Not sure if everyone has analyzed the latest announcement from @Four_meme .
The platform plans to cut a lot of features that lack user demand and value, focusing solely on the market's core and integrating with the community.
The previous AI Agent label was a point of strong feedback from the community, and it’s being phased out.
I know firsthand how much effort and manpower goes into developing a feature; it often requires extensive testing before it can go live.
The AI Agent label had good intentions, but from a retail investor's perspective, it felt overwhelming with too much information. Simplicity and focus are key.
This way, everyone stands a better chance to profit.
As the leading MEME launchpad on BSC, Four.meme standing with the community is absolutely the right move.
After all, the retail investors hold the power! 👀 #MEME
CZ @cz_binance's new book has already pumped to nearly 10k bucks.
What to do? Can't afford it. But I still really want it 😂
What to do? Can't afford it. But I still really want it 😂
When Bitcoin goes up, MSTR goes up even more
It's not leverage in the traditional sense, but MSTR is the real leader in the Bitcoin narrative.
So during this time, I've been stacking MSTR between the 156 and 177 range.
As long as Bitcoin doesn't drop below our expectations,
in the new cycle, MicroStrategy shouldn't face any extreme issues.
If Bitcoin doubles, MSTR could triple.
If this cycle sees Bitcoin really hitting over $200K,
then MSTR could easily see at least a 5x return.
With such strong certainty, this is way better than most altcoins.
I'm willing to back my own insights and hold onto MSTR.
It's not leverage in the traditional sense, but MSTR is the real leader in the Bitcoin narrative.
So during this time, I've been stacking MSTR between the 156 and 177 range.
As long as Bitcoin doesn't drop below our expectations,
in the new cycle, MicroStrategy shouldn't face any extreme issues.
If Bitcoin doubles, MSTR could triple.
If this cycle sees Bitcoin really hitting over $200K,
then MSTR could easily see at least a 5x return.
With such strong certainty, this is way better than most altcoins.
I'm willing to back my own insights and hold onto MSTR.
Bloomberg predicts Bitcoin will drop to $10,000 in 2026
After reviewing all the prominent institutions' predictions for Bitcoin this year, only Bloomberg is bearish, and they are super bearish
In 2018, when Bitcoin was at $10,000, Bloomberg predicted it would drop to $1,500, but it actually fell to $3,200
In 2021, Bloomberg predicted Bitcoin would soar to $400,000, but it only reached $69,000
As for Bloomberg's Mike McGlone's latest prediction, I think it's just nonsense
If it drops to $10,000, the entire crypto ecosystem that's currently thriving will likely collapse
He’s reasoning based on competitor logic; gold's competitors are only silver, platinum, and palladium, but Bitcoin has a million crypto competitors
This point is really overblown; there's an old Chinese saying, 'Your uncle is still your uncle'
That said, will gold continue to skyrocket next year while US stocks and Bitcoin pull back? #比特币
After reviewing all the prominent institutions' predictions for Bitcoin this year, only Bloomberg is bearish, and they are super bearish
In 2018, when Bitcoin was at $10,000, Bloomberg predicted it would drop to $1,500, but it actually fell to $3,200
In 2021, Bloomberg predicted Bitcoin would soar to $400,000, but it only reached $69,000
As for Bloomberg's Mike McGlone's latest prediction, I think it's just nonsense
If it drops to $10,000, the entire crypto ecosystem that's currently thriving will likely collapse
He’s reasoning based on competitor logic; gold's competitors are only silver, platinum, and palladium, but Bitcoin has a million crypto competitors
This point is really overblown; there's an old Chinese saying, 'Your uncle is still your uncle'
That said, will gold continue to skyrocket next year while US stocks and Bitcoin pull back? #比特币
When is it smartest to follow the lead?\n\nEvery time Bitcoin hits a new all-time high\nEvery time liquidity is abundant\nEvery time the majority of retail traders aren't FOMOing\n\nWhen liquidity is abundant, the true driving force behind MEME trends is market momentum.\n\nIn December 2025 and October 20205, no MEME skyrocketed to dozens or hundreds of times just because the lead jumped in.\n\nOn the contrary, when liquidity is abundant, it's often easier to create hype.\n\nThe well-known lead figures all gained fame during periods of abundant liquidity.\n\nWhen an already-famous lead enters a MEME, it merely adds some icing on the cake and won’t make you rich.\n\nGetting rich depends on liquidity; that's the core of playing MEMEs.\n\nCurrently, we are in a liquidity-strapped cycle, and retail traders have only one path to profit.\n\nBuy earlier than the lead, at a lower cost, and cash out quickly.\n\nOtherwise, you might just become liquidity for the lead.
Just bought 100U of BNB through Binance Ai Pro
I was actually planning to test buying the stock token MSTR...
Unfortunately, the Agentic Wallet doesn't support it yet.
I hope @cz_binance can nudge the product team to roll out stock token AI trading soon
👀
Also, everyone needs to keep in mind that before the AI executes trades, you need to transfer your U into the Agentic Wallet beforehand, otherwise it won't execute.
I tested the entire trading process this time, and aside from some delays, there were no other issues; it was pretty smooth.
Overall, using it really can boost efficiency, save time and energy, just set up your strategy and let the AI run it automatically.
I was actually planning to test buying the stock token MSTR...
Unfortunately, the Agentic Wallet doesn't support it yet.
I hope @cz_binance can nudge the product team to roll out stock token AI trading soon
👀
Also, everyone needs to keep in mind that before the AI executes trades, you need to transfer your U into the Agentic Wallet beforehand, otherwise it won't execute.
I tested the entire trading process this time, and aside from some delays, there were no other issues; it was pretty smooth.
Overall, using it really can boost efficiency, save time and energy, just set up your strategy and let the AI run it automatically.
Dai Yue is the hardest-working entrepreneur I've ever met. Since 2017, he’s been pushing domain names and stacking BTC in every group. When WeChat groups dried up, he moved to Weibo; when Weibo wasn’t cutting it, he jumped on Twitter. With every iteration of crypto market info, he’s always on top of it. He’s dedicated his life to one thing: selling domain names 😂.
As for me, I can only dabble in crypto domain names.
The top dog in the crypto domain game has to be @domaprotocol. I've mentioned them a few times; they’re the biggest in terms of background and current scale.
They originally came from traditional domains, so they’re right at home with this kind of business.
AI concepts have been blowing up lately, so everyone can stack some AI domain names. They’re still affordable, plus the tokenization of domain names is a trend. The liquidity and staking plays are way more flexible than traditional methods, and who knows, maybe one day you’ll hit the jackpot. I just picked up $1000 worth of alert.ai to test the waters.
Direct link: https://app.doma.xyz/join/0uqghj303vwf7
As for me, I can only dabble in crypto domain names.
The top dog in the crypto domain game has to be @domaprotocol. I've mentioned them a few times; they’re the biggest in terms of background and current scale.
They originally came from traditional domains, so they’re right at home with this kind of business.
AI concepts have been blowing up lately, so everyone can stack some AI domain names. They’re still affordable, plus the tokenization of domain names is a trend. The liquidity and staking plays are way more flexible than traditional methods, and who knows, maybe one day you’ll hit the jackpot. I just picked up $1000 worth of alert.ai to test the waters.
Direct link: https://app.doma.xyz/join/0uqghj303vwf7
Haven't made any gains in the crypto space yet?
If you're still looking to flip the script with MEME coins,
there's only one way to do it, just one path.
Wait for the Bitcoin bull market's main rally.
Each time during the latter stages of a main rally, there's always a big price surge.
In the 2021 bull market, it was the secondary altcoins, and this time it's MEME.
Only when this scenario unfolds can retail traders score big.
All the top dogs made their names this way.
During other times and market conditions, the odds are you'll just end up losing money.
So if it's time to take a break, then take a break. #BTC
If you're still looking to flip the script with MEME coins,
there's only one way to do it, just one path.
Wait for the Bitcoin bull market's main rally.
Each time during the latter stages of a main rally, there's always a big price surge.
In the 2021 bull market, it was the secondary altcoins, and this time it's MEME.
Only when this scenario unfolds can retail traders score big.
All the top dogs made their names this way.
During other times and market conditions, the odds are you'll just end up losing money.
So if it's time to take a break, then take a break. #BTC
A lot of folks are waiting for Strategy to take a nosedive.
The truth is, if you get liquidated, Strategy won't even flinch.
Saylor once said that if Bitcoin drops to $8,000 and stays there for 5 years, it would only affect the company then.
Strategy's game plan is based on Bitcoin's historical annual growth rate of around 30%.
Right now, Strategy has over 2.5 years' worth of cash reserves to cover interest and dividends.
And there are plenty of ways to maintain cash flow.
As long as Bitcoin doesn't experience a 312-type extreme event and the bear market drags on for years, there won't be any risk to Strategy.
Wall Street is loaded with cash, way beyond your imagination!
The truth is, if you get liquidated, Strategy won't even flinch.
Saylor once said that if Bitcoin drops to $8,000 and stays there for 5 years, it would only affect the company then.
Strategy's game plan is based on Bitcoin's historical annual growth rate of around 30%.
Right now, Strategy has over 2.5 years' worth of cash reserves to cover interest and dividends.
And there are plenty of ways to maintain cash flow.
As long as Bitcoin doesn't experience a 312-type extreme event and the bear market drags on for years, there won't be any risk to Strategy.
Wall Street is loaded with cash, way beyond your imagination!
加密猴哥MJ
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BullishDrop the altcoins
Stack up on BTC, keep an eye on the US stocks
Before and during the new bull run in Bitcoin, it will still bleed out
Focusing on BTC right now is the smartest play～
Stack up on BTC, keep an eye on the US stocks
Before and during the new bull run in Bitcoin, it will still bleed out
Focusing on BTC right now is the smartest play～
Strategy is about to become the new "Satoshi"
According to the latest official data, Strategy currently holds 818334 BTC
With only 278027 BTC to go before surpassing Satoshi's 1096361 BTC
Right now, Strategy is averaging a weekly buy of 12500 BTC, and if this buying rate continues
It will take just 5 to 6 months to overtake Satoshi and become the largest Bitcoin holder.
Since 2020, Strategy has been stacking sats, accumulating from a price of $10,000 to $120,000, buying and holding for 6 years without selling.
What a level of conviction; you won't find someone in the whole crypto space as faithful as this.
Strategy's boss @saylor believes Bitcoin can reach $1 million.
I believe in his prediction; others just talk the talk, but he walks the walk.
Another reason is that if Bitcoin doesn't grow in the future, the entire crypto space loses its meaning.
Everything we have is a result of Bitcoin's growth cycle.
You might not hold out hope for altcoins, but you can’t lose faith in Bitcoin.
According to the latest official data, Strategy currently holds 818334 BTC
With only 278027 BTC to go before surpassing Satoshi's 1096361 BTC
Right now, Strategy is averaging a weekly buy of 12500 BTC, and if this buying rate continues
It will take just 5 to 6 months to overtake Satoshi and become the largest Bitcoin holder.
Since 2020, Strategy has been stacking sats, accumulating from a price of $10,000 to $120,000, buying and holding for 6 years without selling.
What a level of conviction; you won't find someone in the whole crypto space as faithful as this.
Strategy's boss @saylor believes Bitcoin can reach $1 million.
I believe in his prediction; others just talk the talk, but he walks the walk.
Another reason is that if Bitcoin doesn't grow in the future, the entire crypto space loses its meaning.
Everything we have is a result of Bitcoin's growth cycle.
You might not hold out hope for altcoins, but you can’t lose faith in Bitcoin.
Important things to say three times
Don't trade spot with bear and bull logic; there's no bull or bear, no bull or bear.
1. There are opportunities in the crypto space every year
2. Ride a hot trend, then take a break
3. There will never be a season for altcoins; only a season for hot trends
4. Most new coins and old coins will still spiral downwards
5. #比特币 will never drop more than 70% within a year again
6. Most people chase what’s trending, so stay away from that; focus your energy on what you’re good at to make money.
Everyone's becoming a KOL now; unless you have a unique edge, it’ll be tough to gain traction with so many people jumping in. Plus, in a bad market, there will be even fewer opportunities to capitalize on, with only 20% of folks reaping the rewards.
If you’re good at making money in crypto, don’t go trying to run a restaurant as a chef; the chances of success are too slim, so don’t get sidetracked.
Build up your capital, and patiently wait for the next market wave.
Don't trade spot with bear and bull logic; there's no bull or bear, no bull or bear.
1. There are opportunities in the crypto space every year
2. Ride a hot trend, then take a break
3. There will never be a season for altcoins; only a season for hot trends
4. Most new coins and old coins will still spiral downwards
5. #比特币 will never drop more than 70% within a year again
6. Most people chase what’s trending, so stay away from that; focus your energy on what you’re good at to make money.
Everyone's becoming a KOL now; unless you have a unique edge, it’ll be tough to gain traction with so many people jumping in. Plus, in a bad market, there will be even fewer opportunities to capitalize on, with only 20% of folks reaping the rewards.
If you’re good at making money in crypto, don’t go trying to run a restaurant as a chef; the chances of success are too slim, so don’t get sidetracked.
Build up your capital, and patiently wait for the next market wave.
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