陈小晖
陈小晖
夫唯不争，一位略懂投机之道的混子。 只用2倍杠杆。 且看能小资金3年能不能走出来。
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This month, I really have to thank $SNDK and $SKHYNIX
and also Elon Musk's big rocket $SPCX for the opportunities, which allowed the account to have a relatively good increase.
Victory and odds were controlled, and I also appreciate the company of brothers along the way. Let's see how far we can go this year, proving that a small capital of 1500u can also compound and grow.
I hope the market continues to provide opportunities next month, aiming to reach 12,000u next month #Elon Musk responds to Morgan Stanley, $3.5 trillion revenue may come seven years early
-2.46%
Snapshot at Aug 29, 2026, 16:13
Short crude oil and go long on American aircraft manufacturers, it seems worth a closer look.
Although the talks still haven't reached an agreement this time, the period of high crude oil prices has reached a critical point. If high oil prices combine with high inflation, very bad things could happen. The reason oil prices haven't continued to soar is that countries have been using their own oil reserves, and occasionally a few ships pass through.
The trend of oil is also starting to weaken a bit.
Recently, there has been more talk about crypto and stocks. Different assets still need to be handled according to your own understanding and whether they fit your own trading logic.
$CL
#美伊谈判重启，双方让步空间有限
$LINK's on-chain finance and derivatives expansion is indeed a trend. They just released ccpi2.0, the cross-chain infrastructure, and the market is quite receptive to it right now. It also coincides with this wave of collective rebound in the crypto space. Its resilience is definitely stronger than Bitcoin and Ethereum, although it can't surpass $ZEC, but it's enough. If the short-term new highs can continue, then just keep holding it. Treat this spot asset as a dollar-cost averaging investment; consider selling some only if it reaches the final stage.
Currently, I only hold Ethereum and this spot asset. I'll look for opportunities as they come. Anyway, I prefer infrastructure coins, so it's a bet that might pay off. Plus, you can earn some interest on the side.
#ChainlinkCCIP2.0正式上线
Crypto Circle: The mid-to-long-term logic for $BTC still belongs to the oversold rebound cycle, with short-term opportunities remaining. The major mid-to-long-term adjustment cycle is insufficient, so the final phase of the adjustment after the oversold rebound is not yet complete. Unless there is a significant event, continuous rate hikes and depletion of reserve oil, basically, the oversold rebound needs to finish before entering a formal adjustment phase to complete the final correction.
U.S. Stocks: The Nasdaq has basically formed a double top, while the other two indices have already adjusted in advance. The market is rotating rather than focusing on the AI sector. Rotation is happening among pharmaceuticals, consumer goods, and energy sectors, indicating that capital is starting to switch.
Example: Leading AI hardware stocks like $NVDA and $SNDK have also failed to break new highs.
So now capital is diverting to software, small-cap stocks, and other themes, indicating a retreat.
The odds for mid-to-long-term bullish positions are no longer high. The short-term rebound cycle has formed an M-top, which dispels the idea of a rebound continuation and suggests that the rebound is suitable for establishing short positions.
Moving on to gold and crude oil:
From a macro perspective, gold is a non-yielding asset. Due to rising U.S. Treasury yields and expectations of rate hikes, it faces pressure, but this is short-term pressure. The dollar system now needs to re-anchor its backing assets, which are commodities and precious metals—gold, minerals, and energy.
Therefore, the true major cycle for commodities has not yet arrived. The short-term adjustment will continue until the U.S. fully controls oil pricing power, which will roughly mark the start.
#美债收益率创2007年来新高，黄金跌超3%