This morning when watching the rebound, don’t just focus on the price line; also casually check the "temperature" of the derivatives. All three coins bounced up sharply, with $ETH even stronger than $BTC. But you have to ask: Has the funding rate also gone to extremes? Is the open interest increasing with volume or decreasing with position covering? If the price rebounds but the OI drops, it’s mostly a technical rebound caused by short covering, not new long entries. Such a rebound inherently lacks sustainability. From my experience, the first rebound after a volume-shrinking downtrend is 80% emotional repair rather than a trend reversal, especially when it’s right before a data bomb week. To truly confirm a reversal, you need to see volume increase with a stable hold, funding rate rising, and open interest cooperating. A single bullish candle doesn’t count. Did you chase the rebound this morning, or did you first check the "temperature"?

Using a card game analogy to explain how to play during the data bomb week. There's a strict rule at the card table: the less clear the information and the more variables there are, the more you need to reduce your betting frequency and save your bullets for the hand where the board is clear. This week has three heavy data releases in three days; any one of them can change the direction. Going all in on a certain outcome now is essentially betting when information is most expensive, with very poor odds. The most common mistake retail investors make is exactly the opposite—they get itchy hands before big events and insist on setting up positions early, calling it "getting a head start." The real head start is when others panic because you have bullets, not when others have no cards and you go all in first. My approach is quite boring: light positions waiting for the cards to be dealt, then heavy bets once the data lands and the direction is clear. Low frequency, big bets—that's the patience that wins. Are you the type to set up early this week, or the type to wait for the cards to be dealt?

Tonight's appetizer first: U.S. August JOLTs job openings and September consumer confidence. Don't underestimate these two; they set the tone for Friday's nonfarm payrolls. Here's a counterintuitive logic for those unfamiliar: in the current market, bad employment data might actually be seen as good news. Because it means the economy is cooling down, boosting expectations for rate cuts, and the high interest rates weighing on risk assets could ease a bit. Conversely, if the data is too strong, the 10-year U.S. Treasury yield will push higher again, and long-duration assets like $BTC will continue to be pressured. So tonight, the focus isn't on the numbers themselves, but on which direction they lean. That's why I'm not rushing to place heavy bets this week—the denser the card layout, the more you have to wait for the information to settle before making a move. Are you betting the data tonight will be strong or weak?

Yesterday saw a full day of low-volume decline, but this morning $BTC bounced back above 84,000, with $ETH leading the way, up nearly 2%. The comment section is lively again: "The bottom is here," "V-shaped reversal." Let me pour some cold water first. This week is a data bomb week, with JOLTs and consumer confidence tonight, GDP on Wednesday, and non-farm payrolls on Friday—each more important than the last. Before these cards are revealed, a low-volume rebound doesn't indicate direction—it looks more like short covering plus bargain hunting creating a sentiment repair, not a trend turning point. That's my stance; I'm not giving trade calls, just sharing my betting attitude: don't heavily bet on direction before the data is out. Don't use yesterday's decline as a reason to guess today's bottom. Do you think this morning's move is a reversal or a bull trap?

Besides staking 5-7 pros to hunt whales, Britney also controls the lineup of Hustler Casino Live. This is from another female player. I think all the players, especially the women, feel the same way. Britney calls the shots on the Hustler show even when she's not there. She got rid of all the young, pretty girls out of crippling jealousy, scared that other women would steal her spotlight. Ryan's her lapdog and obeys her every order. That's why the HCL show has become Britney and her boys' show now.

Closing Monday, let me explain how this line played out. $BTC spent the whole day drifting down with low volume around 83,000, unable to rise, but no panic selling either—a typical "no one wants to buy, no one is rushing to sell" deleveraging in the interest rate market. My stance is simple: no perpetual futures positions, only holding a small net long in spot, with zero contract leverage carried overnight. My position is set like this—not a trade call, just telling you where I’m betting this week. The 10-year US Treasury just hit a 19-year high, and the dark clouds over risk assets haven’t cleared yet. I have no reason to go naked long or short to bet on direction at this point. The data bomb week has just started, so your first priority now isn’t guessing direction, but positioning your portfolio so you can sleep at night. Are you going full position, half, or empty tonight?

This week is truly a "data bomb week," so let me help you prioritize. Let's start tonight with two appetizers: the U.S. August JOLTs job openings and the September Conference Board Consumer Confidence Index. Wednesday is the main event — the final Q2 GDP along with the core PCE; Friday brings the nonfarm payrolls directly. Why focus on these? The market's biggest dilemma right now is: how much longer will interest rates stay high? As long as employment and inflation data remain strong, the pricing for "higher and longer" will be reinforced, and risk assets will continue to be weighed down by this burden. My stance: during data weeks, I don't blindly bet on a single number—that's just gambling on size. I only hold positions overnight when there's macro logic supporting the directional expression. When tonight's data comes out, the key isn't the number itself, but which way it shifts interest rate expectations.

A reminder for those chasing strong coins. $SOL was the strongest card on the table just a few days ago—four consecutive cycles all bullish, leading the gains every day, with the comment section full of "catching up, chasing a bit." So what about today? In 24 hours, it reversed and led the decline by over two points, leaving $BTC and $ETH behind. There's a saying at the card table: a good hand yesterday doesn't mean it's still good today. The problem with strong coins is that when they become "obviously the strongest" and everyone notices, that's often when the crowding is highest and they're most vulnerable to a reverse harvest. The most expensive illusion in a rotation market is to mistake "the fastest recent gains" for "the safest." When the market truly falls, those who rose the fastest also fall the hardest. Don't be stubborn and cling to the past.

The IPO prospectus of AI companies is a rare truth-revealing mirror for traders. Anthropic's IPO materials are out: fiscal year 2025 revenue is $4.59 billion, more than a tenfold increase year-over-year, a very impressive figure. But flipping to the back — after deducting one-time impacts, the operating level still lost over $8 billion; in the next year alone, they plan to invest 518 billion in cloud computing and computing power; nearly a quarter of the revenue comes from two clients, and most major clients have not signed long-term contracts and can cut off anytime. Retail investors only focus on the top-line growth in financial reports, while professional players first check the risk factors. No matter how fierce the growth is, one must ask: which runs faster, the burn rate or the certainty of revenue? AI is a real trend, but a trend does not mean you can blindly buy at any price. The recent collective pullback in chip and AI stocks shows the market is starting to seriously calculate this account.

Many people ask me why I dare to hold short positions overnight. Let me show you the structure; it's not about courage. First, the 10-year US Treasury yield once surged to 5.27%, a 19-year high, and the 30-year broke 5.5%—with interest rates this high, valuations of all risk assets are being pushed down, and $BTC is no exception. On the macro front, the current stance favors the bears. Second, the current perpetual funding rate is still mildly positive. A positive funding rate means longs are paying shorts—so by holding a short position, I actually receive some interest in my account every few hours. The direction is favorable, and I earn rent while holding; that's why I can sleep well. I'm not telling you to follow my trades, but to make you understand one thing: holding positions overnight relies on structure and logic, not on heartbeat and gambling.