San W
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San W
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🌐 Web3 & BTC BNB ASTER爱好者 | 🚀 投资哲学 & 自我成长 | 分享最新行业动态与个人见解 | 长期主义者 | 共同成长
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$CRWDB
{spot}(CRWDBUSDT)
It’s fallen pretty sharply recently.
It dropped another 7% in a single day,
and is now back near the long-term uptrend line.
Here’s what I’m watching now:
$220–225: key support
$240–245: resistance on a rebound
Around $260: confirmation of a renewed uptrend
The fundamentals haven’t clearly deteriorated,
but high-valuation tech stocks are being repriced.
Even great companies are worth waiting for at the right price.
$CRWD ⛰️
This is not investment or trading advice.
$CRWDB
It’s fallen pretty sharply recently.
It dropped another 7% in a single day,
and is now back near the long-term uptrend line.
Here’s what I’m watching now:
$220–225: key support
$240–245: resistance on a rebound
Around $260: confirmation of a renewed uptrend
The fundamentals haven’t clearly deteriorated,
but high-valuation tech stocks are being repriced.
Even great companies are worth waiting for at the right price.
$CRWD ⛰️
This is not investment or trading advice.
It’s fallen pretty sharply recently.
It dropped another 7% in a single day,
and is now back near the long-term uptrend line.
Here’s what I’m watching now:
$220–225: key support
$240–245: resistance on a rebound
Around $260: confirmation of a renewed uptrend
The fundamentals haven’t clearly deteriorated,
but high-valuation tech stocks are being repriced.
Even great companies are worth waiting for at the right price.
$CRWD ⛰️
This is not investment or trading advice.
2
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I previously added $SMHB to my watchlist. This time, it may be worth seriously considering building a core position. It covers several leading semiconductor companies, reducing the risk of betting on the wrong individual stock, but it remains highly exposed to the AI industry cycle.
Strategy: Start watching for a first entry at $515–530,
then consider a second entry at $475–495.
Note that the valuation is still not particularly low.
I previously added $SMHB to my watchlist. This time, it may be worth seriously considering building a core position. It covers several leading semiconductor companies, reducing the risk of betting on the wrong individual stock, but it remains highly exposed to the AI industry cycle.
Strategy: Start watching for a first entry at $515–530,
then consider a second entry at $475–495.
Note that the valuation is still not particularly low.
Strategy: Start watching for a first entry at $515–530,
then consider a second entry at $475–495.
Note that the valuation is still not particularly low.
46
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Fell about 5.95% last night, and semiconductor stocks came under significant pressure this week. The long-term investment thesis for $AMDB remains its AI accelerators, server CPU market share, and data center revenue growth.
However, the stock has risen substantially over the past while, so a few days of declines alone don’t make it a bargain.
Strategy: Start with a small position at $490–510; pause further buying if expectations for AI business growth are revised downward. $AMDB
{spot}(AMDBUSDT)
Fell about 5.95% last night, and semiconductor stocks came under significant pressure this week. The long-term investment thesis for $AMDB remains its AI accelerators, server CPU market share, and data center revenue growth.
However, the stock has risen substantially over the past while, so a few days of declines alone don’t make it a bargain.
Strategy: Start with a small position at $490–510; pause further buying if expectations for AI business growth are revised downward. $AMDB
However, the stock has risen substantially over the past while, so a few days of declines alone don’t make it a bargain.
Strategy: Start with a small position at $490–510; pause further buying if expectations for AI business growth are revised downward. $AMDB
16
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AI stocks have been pulling back lately.
If you could choose only one to hold for the long term:
$NVDAB / $AMDB / GOOG / MRVL
Which one would you choose?
I’m currently prioritizing real profits, cash flow, and reasonable valuations.
{spot}(AMDBUSDT)
AI stocks have been pulling back lately.
If you could choose only one to hold for the long term:
$NVDAB / $AMDB / GOOG / MRVL
Which one would you choose?
I’m currently prioritizing real profits, cash flow, and reasonable valuations.
If you could choose only one to hold for the long term:
$NVDAB / $AMDB / GOOG / MRVL
Which one would you choose?
I’m currently prioritizing real profits, cash flow, and reasonable valuations.
70
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Bearish
Verified
$MSTRB faces the risk of being removed from the MSCI index.
The company previously estimated that this could involve around $2.8 billion in passive selling.
This makes me think of a question:
Holding BTC is not the same as investing in a company that holds a large amount of $BTC BTC.
With the latter, you also have to consider financing, debt, and stock valuation.
That’s also why I’d rather hold BTC itself for the long term.
{future}(BTCUSDT)
{spot}(MSTRBUSDT)
$MSTRB faces the risk of being removed from the MSCI index.
The company previously estimated that this could involve around $2.8 billion in passive selling.
This makes me think of a question:
Holding BTC is not the same as investing in a company that holds a large amount of $BTC BTC.
With the latter, you also have to consider financing, debt, and stock valuation.
That’s also why I’d rather hold BTC itself for the long term.
The company previously estimated that this could involve around $2.8 billion in passive selling.
This makes me think of a question:
Holding BTC is not the same as investing in a company that holds a large amount of $BTC BTC.
With the latter, you also have to consider financing, debt, and stock valuation.
That’s also why I’d rather hold BTC itself for the long term.
1.1k
·
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The Fed chair recently said:
The expansion of AI investment could add to short-term inflationary pressures.
That’s an interesting perspective.
AI is driving economic growth on the one hand,
but it could also keep interest rates elevated on the other.
A promising industry doesn’t mean stock valuations can rise without limit.
I’ll continue to keep an eye on 10-year U.S. Treasury yields.$QQQB
The Fed chair recently said:
The expansion of AI investment could add to short-term inflationary pressures.
That’s an interesting perspective.
AI is driving economic growth on the one hand,
but it could also keep interest rates elevated on the other.
A promising industry doesn’t mean stock valuations can rise without limit.
I’ll continue to keep an eye on 10-year U.S. Treasury yields.$QQQB
The expansion of AI investment could add to short-term inflationary pressures.
That’s an interesting perspective.
AI is driving economic growth on the one hand,
but it could also keep interest rates elevated on the other.
A promising industry doesn’t mean stock valuations can rise without limit.
I’ll continue to keep an eye on 10-year U.S. Treasury yields.$QQQB
85
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Verified
Grayscale and Republic have reached a new partnership.
The DeFi fund includes $UNI.
The decentralized AI fund includes $NEAR .
There are more avenues for institutions to invest in DeFi.
This is certainly a positive change.
But I still maintain:
Institutional attention is one thing; whether a token can capture real revenue is another.
Long-term investing ultimately comes down to fundamentals.
{future}(NEARUSDT)
{future}(UNIUSDT)
Grayscale and Republic have reached a new partnership.
The DeFi fund includes $UNI.
The decentralized AI fund includes $NEAR .
There are more avenues for institutions to invest in DeFi.
This is certainly a positive change.
But I still maintain:
Institutional attention is one thing; whether a token can capture real revenue is another.
Long-term investing ultimately comes down to fundamentals.
The DeFi fund includes $UNI.
The decentralized AI fund includes $NEAR .
There are more avenues for institutions to invest in DeFi.
This is certainly a positive change.
But I still maintain:
Institutional attention is one thing; whether a token can capture real revenue is another.
Long-term investing ultimately comes down to fundamentals.
3
2.7k
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Bearish
$CRWVB fell nearly 25% this week.
More noteworthy:
The yield on the company's bonds maturing in 2031 briefly topped 16%.
AI demand remains strong.
But the market is starting to take financing costs seriously.
Growth matters, but cash flow matters more.
I'm increasingly inclined to study companies that don't need to keep borrowing to grow.
{spot}(CRWVBUSDT)
$CRWVB fell nearly 25% this week.
More noteworthy:
The yield on the company's bonds maturing in 2031 briefly topped 16%.
AI demand remains strong.
But the market is starting to take financing costs seriously.
Growth matters, but cash flow matters more.
I'm increasingly inclined to study companies that don't need to keep borrowing to grow.
More noteworthy:
The yield on the company's bonds maturing in 2031 briefly topped 16%.
AI demand remains strong.
But the market is starting to take financing costs seriously.
Growth matters, but cash flow matters more.
I'm increasingly inclined to study companies that don't need to keep borrowing to grow.
128
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Bullish
$TSM latest earnings report:
Q3 revenue grew 50.9% year over year.
Net profit grew 68.7% year over year.
Gross margin was 66.4%.
I quite like this earnings report.
Are AI investments actually delivering real returns?
At least based on TSMC's figures, some AI demand has already translated into tangible profits.$TSM
{future}(TSMUSDT)
$TSM latest earnings report:
Q3 revenue grew 50.9% year over year.
Net profit grew 68.7% year over year.
Gross margin was 66.4%.
I quite like this earnings report.
Are AI investments actually delivering real returns?
At least based on TSMC's figures, some AI demand has already translated into tangible profits.$TSM
Q3 revenue grew 50.9% year over year.
Net profit grew 68.7% year over year.
Gross margin was 66.4%.
I quite like this earnings report.
Are AI investments actually delivering real returns?
At least based on TSMC's figures, some AI demand has already translated into tangible profits.$TSM
238
·
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The latest US PPI is out.
Up 6.3% year over year.
Up 1.3% month over month.
Yesterday, CPI was up 3.7% year over year, and today PPI came in hotter than expected.
I’m still fairly cautious about US stocks and crypto for now.
Corporate earnings determine long-term value, while interest rates affect short-term valuations.
Even a good company may fail to deliver returns over the long term if you pay too much for it.$BTC
The latest US PPI is out.
Up 6.3% year over year.
Up 1.3% month over month.
Yesterday, CPI was up 3.7% year over year, and today PPI came in hotter than expected.
I’m still fairly cautious about US stocks and crypto for now.
Corporate earnings determine long-term value, while interest rates affect short-term valuations.
Even a good company may fail to deliver returns over the long term if you pay too much for it.$BTC
Up 6.3% year over year.
Up 1.3% month over month.
Yesterday, CPI was up 3.7% year over year, and today PPI came in hotter than expected.
I’m still fairly cautious about US stocks and crypto for now.
Corporate earnings determine long-term value, while interest rates affect short-term valuations.
Even a good company may fail to deliver returns over the long term if you pay too much for it.$BTC
163
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ASML's latest earnings report shows that demand for AI equipment remains very strong.
But AI infrastructure stocks plunged today.
If you could only hold one of these long term right now:
$NVDAB / $AMDB / $ASMLB / SMH
Which would you choose?
I'm increasingly focused on actual profits and reasonable valuations.
{spot}(ASMLBUSDT)
ASML's latest earnings report shows that demand for AI equipment remains very strong.
But AI infrastructure stocks plunged today.
If you could only hold one of these long term right now:
$NVDAB / $AMDB / $ASMLB / SMH
Which would you choose?
I'm increasingly focused on actual profits and reasonable valuations.
But AI infrastructure stocks plunged today.
If you could only hold one of these long term right now:
$NVDAB / $AMDB / $ASMLB / SMH
Which would you choose?
I'm increasingly focused on actual profits and reasonable valuations.
110
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Latest complete ETF fund flow data:
$BTC BTC saw a net inflow of approximately $176 million.
$ETH ETH saw a net inflow of approximately $24.8 million.
After a period of sustained outflows, the funds finally showed a positive change.
But I won’t judge a trend reversal based on just one day’s data.
Fundamentals matter in the long term; fund flows matter in the short term.
BTC remains the core of my holdings.
Latest complete ETF fund flow data:
$BTC BTC saw a net inflow of approximately $176 million.
$ETH ETH saw a net inflow of approximately $24.8 million.
After a period of sustained outflows, the funds finally showed a positive change.
But I won’t judge a trend reversal based on just one day’s data.
Fundamentals matter in the long term; fund flows matter in the short term.
BTC remains the core of my holdings.
$BTC BTC saw a net inflow of approximately $176 million.
$ETH ETH saw a net inflow of approximately $24.8 million.
After a period of sustained outflows, the funds finally showed a positive change.
But I won’t judge a trend reversal based on just one day’s data.
Fundamentals matter in the long term; fund flows matter in the short term.
BTC remains the core of my holdings.
1.1k
·
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$UNI fell to around $7.13, entering my second buying range.
Uniswap generated about $10.11 million in protocol revenue over the past 30 days, and the Buyback + Burn mechanism is still in effect.
Fundamentals have not deteriorated significantly, but revenue is indeed slowing down.
My plan:
First tranche: $7.05–7.20
Next range: $6.45–6.75
I’ll keep buying gradually in small positions and won’t rush to call the bottom.
Even great projects need a good price. ⛰️
$UNI fell to around $7.13, entering my second buying range.
Uniswap generated about $10.11 million in protocol revenue over the past 30 days, and the Buyback + Burn mechanism is still in effect.
Fundamentals have not deteriorated significantly, but revenue is indeed slowing down.
My plan:
First tranche: $7.05–7.20
Next range: $6.45–6.75
I’ll keep buying gradually in small positions and won’t rush to call the bottom.
Even great projects need a good price. ⛰️
Uniswap generated about $10.11 million in protocol revenue over the past 30 days, and the Buyback + Burn mechanism is still in effect.
Fundamentals have not deteriorated significantly, but revenue is indeed slowing down.
My plan:
First tranche: $7.05–7.20
Next range: $6.45–6.75
I’ll keep buying gradually in small positions and won’t rush to call the bottom.
Even great projects need a good price. ⛰️
1k
·
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The U.S. will release September CPI tonight at 20:30 Beijing time.
This is an important data release that is still pending today and could directly affect risk assets.
The U.S. Bureau of Labor Statistics has confirmed the release time as 08:30 Eastern Time on October 14.
Also, on October 13, the U.S. 10-year Treasury yield fell to around 5.22%, but remains elevated.
Tonight, watch how 10-year Treasury yields, the U.S. dollar, and tech stock futures react after the CPI release.$BTC
{future}(BTCUSDT)
The U.S. will release September CPI tonight at 20:30 Beijing time.
This is an important data release that is still pending today and could directly affect risk assets.
The U.S. Bureau of Labor Statistics has confirmed the release time as 08:30 Eastern Time on October 14.
Also, on October 13, the U.S. 10-year Treasury yield fell to around 5.22%, but remains elevated.
Tonight, watch how 10-year Treasury yields, the U.S. dollar, and tech stock futures react after the CPI release.$BTC
This is an important data release that is still pending today and could directly affect risk assets.
The U.S. Bureau of Labor Statistics has confirmed the release time as 08:30 Eastern Time on October 14.
Also, on October 13, the U.S. 10-year Treasury yield fell to around 5.22%, but remains elevated.
Tonight, watch how 10-year Treasury yields, the U.S. dollar, and tech stock futures react after the CPI release.$BTC
1
333
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Semiconductor stocks have been in a sustained pullback recently.
If you could only hold one for the long term:
$NVDA / $AMD / $GOOG / $MRVL
Which would you choose?
I’m paying more and more attention to real profit growth and the price I buy at.
Semiconductor stocks have been in a sustained pullback recently.
If you could only hold one for the long term:
$NVDA / $AMD / $GOOG / $MRVL
Which would you choose?
I’m paying more and more attention to real profit growth and the price I buy at.
If you could only hold one for the long term:
$NVDA / $AMD / $GOOG / $MRVL
Which would you choose?
I’m paying more and more attention to real profit growth and the price I buy at.
639
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The semiconductor sector has been in correction for six consecutive trading days.
SK hynix fell about 10% in a single day.
The market is starting to worry about returns on AI investments and competition in the chip industry.
But I think we need to distinguish between:
Industry growth ≠ stock prices always going up.
Stock prices falling ≠ companies’ fundamentals getting worse.
The key thing to watch next is whether earnings forecasts are revised downward.
$NVDA $AMD $MRVL $SMH
{future}(SMHUSDT)
The semiconductor sector has been in correction for six consecutive trading days.
SK hynix fell about 10% in a single day.
The market is starting to worry about returns on AI investments and competition in the chip industry.
But I think we need to distinguish between:
Industry growth ≠ stock prices always going up.
Stock prices falling ≠ companies’ fundamentals getting worse.
The key thing to watch next is whether earnings forecasts are revised downward.
$NVDA $AMD $MRVL $SMH
SK hynix fell about 10% in a single day.
The market is starting to worry about returns on AI investments and competition in the chip industry.
But I think we need to distinguish between:
Industry growth ≠ stock prices always going up.
Stock prices falling ≠ companies’ fundamentals getting worse.
The key thing to watch next is whether earnings forecasts are revised downward.
$NVDA $AMD $MRVL $SMH
401
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$AMD has made new progress.
European cloud provider Scaleway announced plans to build an AMD GPU supercomputer.
It will use MI355X and ROCm.
This isn't just a product launch—it's a customer announcing an actual deployment.
In the AI chip race, what ultimately matters is real orders and profits.
Keep an eye on $AMDB AMD.
{spot}(AMDBUSDT)
$AMD has made new progress.
European cloud provider Scaleway announced plans to build an AMD GPU supercomputer.
It will use MI355X and ROCm.
This isn't just a product launch—it's a customer announcing an actual deployment.
In the AI chip race, what ultimately matters is real orders and profits.
Keep an eye on $AMDB AMD.
European cloud provider Scaleway announced plans to build an AMD GPU supercomputer.
It will use MI355X and ROCm.
This isn't just a product launch—it's a customer announcing an actual deployment.
In the AI chip race, what ultimately matters is real orders and profits.
Keep an eye on $AMDB AMD.
120
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$GOOGLB Gemini 4 Argon is now officially available.
API pricing:
$2 per million input tokens, $10 per million output tokens.
What makes Google increasingly worth watching isn’t just its model capabilities.
It’s the path from:
Gemini → Search → Cloud → enterprise spending.
No matter how powerful a model is, what ultimately matters is how much real revenue it can generate.
{spot}(GOOGLBUSDT)
$GOOGLB Gemini 4 Argon is now officially available.
API pricing:
$2 per million input tokens, $10 per million output tokens.
What makes Google increasingly worth watching isn’t just its model capabilities.
It’s the path from:
Gemini → Search → Cloud → enterprise spending.
No matter how powerful a model is, what ultimately matters is how much real revenue it can generate.
API pricing:
$2 per million input tokens, $10 per million output tokens.
What makes Google increasingly worth watching isn’t just its model capabilities.
It’s the path from:
Gemini → Search → Cloud → enterprise spending.
No matter how powerful a model is, what ultimately matters is how much real revenue it can generate.
120
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$NVDAB Jointly launching a new-generation optical communications standard with Cisco.
Design goals:
4× higher bandwidth density and approximately 1.3× greater energy efficiency.
Lately, I’ve increasingly felt that:
You can’t focus only on GPUs when investing in AI.
Networking, optical communications, and power are becoming increasingly important.
The next wave of opportunities may lie in this infrastructure.
{spot}(NVDABUSDT)
$NVDAB Jointly launching a new-generation optical communications standard with Cisco.
Design goals:
4× higher bandwidth density and approximately 1.3× greater energy efficiency.
Lately, I’ve increasingly felt that:
You can’t focus only on GPUs when investing in AI.
Networking, optical communications, and power are becoming increasingly important.
The next wave of opportunities may lie in this infrastructure.
Design goals:
4× higher bandwidth density and approximately 1.3× greater energy efficiency.
Lately, I’ve increasingly felt that:
You can’t focus only on GPUs when investing in AI.
Networking, optical communications, and power are becoming increasingly important.
The next wave of opportunities may lie in this infrastructure.
404
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GrayscaleAndRepublicLaunchThreeCryptoFunds
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#GrayscaleAndRepublicLaunchThreeCryptoFunds
🚨 GRAYSCALE × REPUBLIC: A NEW DOOR FOR TRADITIONAL CAPITAL 🚨
Grayscale has partnered with Republic to launch three new crypto products (DeFi Fund, Decentralized AI Fund, Data Network Trust), with a minimum investment of just $2,500 💼
The catch: Accredited U.S. investors only (non-U.S. investors have a separate offering).
Tokens in the spotlight:
🤖 $NEAR is the largest holding in the Decentralized AI Fund at 31.35%
🧠 $TAO (Bittensor) follows at 29.15%
🦄 $UNI is the largest holding in the DeFi Fund at 34.16%
(Weights as of Aug 3 snapshot)
Why it matters:
More regulated money can now reach AI and DeFi sectors without investors holding the tokens themselves.
⚠️ Risk check: Shares are restricted and illiquid, with no redemption. Investors may lose their entire investment.
Is this real institutional rotation into AI and DeFi altcoins, or just a headline? 🤔 Drop your take below 👇
#Near #TAO #UNI #CryptoNews
Not financial advice. Always DYOR.
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