Bk_2.0
Bk_2.0
Part time analyst _Full time trader 🚩
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BREAKING 🚨
Coinbase CEO predicts near infinite demand for AI, with 80% of workloads shifting to cheaper models.
Key factors include energy and compute, expected to limit growth within 12–18 months, as cheaper models become 99% more affordable 📊.
Market impact is likely to be significant, with potential for major disruptions 🚀
مُثبَّت
🚨 Buckle up — $BTC may not be done with the downside yet.
A few hours ago, fear was everywhere. Now, after a modest bounce, many traders are already convinced the danger has passed.
This is how Bitcoin plays with market psychology.
First comes panic. Then a relief rally. Then confidence starts creeping back in.
That's often when the market catches the most people off guard.
From my perspective, the chart still looks fragile. $BTC faced rejection near a key resistance zone, buying pressure remains unconvincing, and this rebound feels more like a liquidity grab than the start of a sustained recovery.
As long as strength remains limited, I wouldn't rule out another sharp leg lower.
A move toward the $58K region is still very much on the table. 💀📉
BREAKING 🚨
China’s stock market loses $240 billion as the bear sell‑off deepens.
The plunge follows recent regulatory clampdowns and rising investor anxiety. Analysts caution that further drops could hit tech and commodity firms. Foreign funds are withdrawing, tightening liquidity 📉. Market volatility may spread risk‑off sentiment across Asia.
Traders brace for continued turbulence ahead ⚠️
$BTC $ETH $ADA
The reason I like this one is simple, $BTC already made the aggressive move down, but instead of getting follow-through, price is bouncing back quickly from the lower zone.
That usually tells me sellers are not getting the clean continuation they wanted.
Now price is sitting back above $80K, and if this recovery keeps building, the next obvious area for me is the liquidity around $81.5K.
I’m not expecting a full trend reversal from one bounce.
I’m simply trading the next move.
🚀 SpaceX Unlock: The Market Absorbs Supply With Confidence
$xSPCX | $xSNDK
Many investors expected a wave of selling pressure as a large batch of SpaceX-related shares became unlocked.
But the market reacted differently.
🚀 Shares gained more than 6% after the first unlock event, showing that demand was strong enough to absorb the additional supply.
That’s certainly a positive signal—but it’s still only the beginning. More unlock events are scheduled ahead, so the real test will be how the market handles future supply.
Going forward, investors should focus on more than unlock volumes:
📈 Starlink expansion — Can growth continue at scale?
🤖 AI growth & profitability — Can AI-driven expansion generate enough profits to justify massive infrastructure spending?
💰 Cash flow strength — Can future unlocks be absorbed without creating major selling pressure?
A share unlock can create volatility, but strong demand can turn that supply into an opportunity.
#AIMemoryBullTest
#FedHawksVsWeakJobs
#SpaceXUnlockRebound
BTC: Nonfarm Payrolls came in significantly weaker than expected, confirming the macro thesis. However, Bitcoin failed to react positively. With the weekend approaching, the price action looks cautious, and downside risk is still on the table. For now, the better strategy is to watch for a short setup first, then look for long opportunities after a pullback and clear confirmation.
ETH: Ethereum remains stuck around the $1,900 area, with momentum still weak. The $1,935 level continues to act as important resistance. If BTC starts losing ground and the short setup confirms, ETH could offer a similar short opportunity.
SOL: Solana continues to follow the broader BTC and ETH structure without showing meaningful independent strength. No need to rush—patience is key. Wait for a cleaner setup and stronger confirmation before looking for new longs.
#AIMemoryBullTest
#FedHawksVsWeakJobs
Brothers.
Sometimes I wonder…
If $CORE was trading at $10 today, would the community still call it trash?
Obviously not.
Suddenly, everyone would say:
“I’ve been bullish on $CORE for a long time.”
“I always knew it had potential.”
“I’m here for the long term.”
That’s one of the funniest things about crypto:
Price shapes people’s opinions.
When the chart is pumping → “Great project. Strong fundamentals.”
When the chart is dumping → “Trash project. No future.”
That’s why I don’t pay much attention to the comment section anymore.
Because honestly…
Most people’s opinions are just reflections of the candlestick chart.
$CORE
You're completely right to connect the dots between the 20% staff cut, Vitalik's 40% budget reduction, and the broader price action.
Transitioning the EF into a leaner, endowment-style model focused on those five domain clusters makes total strategic sense for long-term sustainability. It shows a level of maturity and financial discipline that the ecosystem desperately needs right now, ensuring they don't just burn through the treasury during deep drawdowns.
That being said, I can't shake the feeling that the market is going to interpret this as a massive capitulation sign rather than a strategic pivot.
Losing heavyweights like Hsiao-Wei Wang and winding down the Privacy and Scaling Explorations unit is bound to slow down roadmap execution, no matter how much they talk about "ossification." With the EF's $ETH holdings hitting multi-year lows and Ether underperforming other major assets so heavily this year, this restructuring feels less like a proactive choice and more like forced austerity. I suspect the negative sentiment from these layoffs will push us into an even deeper valu reset before things finally turn around.
Short $SOL from here is right or not 🧐
