Hynix, Micron, gold, and Bitcoin are all rising📈
At first glance, these look like four different assets, but behind them there are really only two things being traded:
1. AI capital expenditures keep expanding, and global liquidity expectations are improving again.
First, Hynix and Micron:
As AI has developed to this stage, competition in the market is no longer just about GPU quantity—it’s whether the entire data center can solve compute, storage, bandwidth, and power-consumption constraints.
HBM is one of the most tight segments.
Hynix has a leading advantage in HBM, while Micron is the mos

GLDX0.18%

PAXG-0.04%

BTC0.59%

MSFT2.91%

META2.32%

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BitunderstandResearchI

07-14 13:49

A below-expected inflation print—why can it pull up gold, Bitcoin, and U.S. stocks at the same time?
On the surface, they are three completely different assets:
Gold trades as a safe haven;
Bitcoin trades on scarcity;
U.S. stocks trade on corporate growth.
But in many cases, what they are really trading is the same variable:
the price of U.S. dollar liquidity
After the latest U.S. inflation data cooled, the market quickly reduced expectations for further rate hikes. U.S. Treasuries strengthened and the dollar fell back. Gold jumped more than 2% in a single day, while stock index futures and Bi

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PAXG-0.04%

BTC0.59%

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BitunderstandResearchI

07-10 03:00

Methods to determine whether the current market has bottomed out:
1. Desperate panic selling begins to appear.
2. Predictions for the "bottom price" become highly consistent.
3. A psychological resistance arises when trying to catch the bottom.

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BitunderstandResearchI

07-08 08:17

This short-term rebound rally
Is entirely an intentional disruption by external insider funds
Any breakout is a fake breakout, all designed to wash away your chips
Hold your short positions steady
Quietly wait for new lows

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BitunderstandResearchI

07-07 08:17

MicroStrategy selling Bitcoin—
most likely, they had already opened short positions themselves before selling and before sending the messages.
However, the market has already been scared once by the May wave.
I have to say, it’s also very well coordinated that Trump came out to cooperate this time.
As soon as the insider short position was closed and the liquidation happened, it immediately bounced back up.
At this current level, it’s probably going to keep going back and forth like this for a bit.
Then, once it’s about time, we’ll get a fake breakout to 64k.
At that point, the t

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BTC0.61%

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BitunderstandResearchI

07-06 09:54

Getting rich in life comes down to the Kondratiev cycle
A regular person’s lifetime wealth accumulation actually doesn’t depend very much on how smart you are
It depends more on whether you can catch the beat of the era’s cycles
Put simply, it’s about betting all in when the timing is right
But not everyone can spot that moment

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BitunderstandResearchI

07-05 07:41

In web3 or other risky markets, there has never been such a thing as steady upward progress, slowly rolling a snowball, or anything like that.
Real qualitative change often happens in an instant—basically, when you encounter a big opportunity that belongs to you, you rise directly.
In the real economy, it might take two to three years to complete a breakthrough. But in financial markets, the window of opportunity might only be a short few months or a year.

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BitunderstandResearchI

07-01 08:07

Personal speculation
The end of this bear market and the start of the bull market will be in October this year.
Everyone, get ready

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BitunderstandResearchI

06-30 07:19

The market is due for a rebound.
Short positions have been closed.
Opened some long positions.
Ready to take off.

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BitunderstandResearchI

06-30 07:13

Bought Bitcoin for 130k, and now it’s 60k;
Bought gold for over 1,200, and now it’s over 800;
Bought silver for 32, and now it’s 14;
Bought a house for 2 million, and now it’s over 800;
Bought a BBA for 500k, and now it’s over 200;
Only managed to marry a wife for 20-something, and now it’s up to 40-something.

BTC0.59%

GLDX0.18%

PAXG-0.04%

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BitunderstandResearchI

06-29 07:32

A new week has begun
US-Iran negotiations suspended
U.S. stocks under pressure
Bitcoin still lingering at the support line
Only a small short position left for now
Waiting for a direction to emerge

BTC0.61%

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BitunderstandResearchI

06-27 06:17

As an old bear trader,
my biggest hope right now
is that the market will bounce back hard,
and then I can keep shorting.
Otherwise, shorting right now just isn’t worth it.

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BitunderstandResearchI

06-26 07:06

Regarding Apple's price increase, Cook blamed it on memory suppliers raising prices.
Then Micron's Chief Commercial Officer directly spoke up: 'Dude, a few years ago you used the lowest prices in the industry to squeeze our gross profit into negative territory. We didn't have money to expand capacity back then. Now that supply is tight, you come crying foul?'
Actually, this matter can be summed up in three sentences:
Apple low prices pressure suppliers → Suppliers have no money to invest in capacity → AI explosion drives demand surge → Supply can't keep up → Memory price increase → Apple raise

AAPL4.01%

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BitunderstandResearchI

06-25 08:10

The end of a typical crypto bear market is often accompanied by the collapse of a sizable institution.
Currently, miners are struggling, and among institutions, there are inevitably those swimming naked—the tide is receding, it's only a matter of time.

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BitunderstandResearchI

06-23 08:17

Up yesterday, down today.
Lured into going long by that malicious big-time operator again.
In a bear-market trend,
Any rebound is just an opportunity to short.
Just short—no brains required.
Short until 50k, then talk.

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BitunderstandResearchI

06-15 03:25

This wave of rally is mainly driven by news sentiment.
The US and Iran have reached a ceasefire agreement.
There is about 100 million USD in sell orders near the 66k resistance level.
Below, the core support is around 61k to 62k.
BTC inflow to exchanges has increased to 114k coins.
This indicates that someone is moving chips to exchanges, with suspicion of dumping.
Stablecoins have also flowed out, with 105 million USD in buy orders, but follow-up is insufficient.
Overall, the trend remains bearish with more short positions.

BTC0.59%

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BitunderstandResearchI

06-14 06:58

This wave of sideways consolidation will likely continue to decline afterward
In July and August, the downward trend will probably persist
The true bottom is expected between September and October
The bottom area is likely around 48,000-53,000

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BitunderstandResearchI

06-10 06:41

Iran and the United States are at it again.
As things stand with the Middle East situation.
The war won’t end anytime soon.
Tonight at 8:30, the Federal Reserve will release CPI data.
If the numbers don’t look good,
the US stock market will keep pulling back.
Then BTC goes without saying.

BTC0.59%

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