懂币猫
懂币猫
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#HYPE
It can be considered the most narrative-driven asset currently
撸毛小趴菜
$HYPE recent one-week fee and buyback trends are worth focusing on.
In the past 7 days, Hyperliquid's total fees were about 26.95M, with an average daily fee of about 3.85M.
This indicates that $HYPE's core narrative is not just storytelling but is supported by real trading volume and actual fees.
Specifically:
05/25: Fee 3.37M, estimated buyback 54,268 HYPE
05/26: Fee 4.34M, estimated buyback 71,131 HYPE
05/27: Fee 4.13M, estimated buyback 69,365 HYPE
05/28: Fee 4.43M, estimated buyback 74,518 HYPE
05/29: Fee 4.34M, estimated buyback 68,392 HYPE
05/30: Fee 3.18M, estimated buyback 47,891 HYPE
05/31: Fee 3.18M, estimated buyback 46,278 HYPE
7-day total equals approximately 431,844 HYPE in buyback/burn pressure.
Why did the buyback amount drop faster than the fees?
The reason is simple: $HYPE's price rose about 10% during this week. The higher the price, the fewer HYPE tokens the same fee amount can buy back.
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So the current $HYPE trend can be summarized in one sentence:
The cash flow flywheel is still running, but short-term heat is cooling down from the highs.
As long as daily fees can stay stable above 3M+, the buyback narrative still has support;
If it climbs back to 4M–5M per day, buyback pressure will significantly increase again.
Next, I will focus on whether daily fees can climb back above $4M.
$HYPE's core logic is clear:
Real trading volume → Real fees → Automatic buyback → Supply contraction.
This is also why it differs from many purely sentiment-driven tokens.
Michael Dell confirmed that CRWV has deployed the first batch of Dell + Nvidia Vera Rubin NVL72 AI cabinets and completed preliminary testing.
This is not the first time CRWV has taken the lead.
Last year, it was one of the earliest cloud service providers to get Blackwell Ultra, and this year it became one of the first players to deploy the Vera Rubin platform.
From a technical perspective: since its listing, CRWV has maintained a trend structure of continuously rising highs and lows.
After a rapid surge in recent weeks, it has entered a high-level consolidation phase.
This kind of movement usually represents two scenarios:
The first is that the main force is unloading.
The second is that capital is waiting for new fundamental catalysts.
The implementation of Dell + Nvidia + Vera Rubin clearly leans more toward the second scenario.
As long as it continues to hold above key moving averages and breaks through previous highs with volume, the trend still belongs to a strong upward structure.
What I find most interesting about CRWV is its development path.
Starting by serving crypto miners and later serving AI models.
The GPUs are still the same GPUs.
But Wall Street’s valuation is on a completely different scale.
Crypto community brothers, think about it: if you had switched early this year to US stocks, wouldn’t you have made money on a completely different scale?
#USStocks #DELL #NVDA #CRWV
#BNB #CryptoMarket
With Binance's ongoing positive news about going public on the US stock market, BNB has broken out of the consolidation range it has been stuck in for nearly 4 months. Hopefully, this breakout will be smoother, giving bulls better profit potential.
If Binance doesn't quickly go public on the US stock market this time, given the current crypto market conditions, BNB would basically be declared "half-dead".
#USStock #AI
Jensen Huang recently said something quite harsh
He said young people should reconsider careers like electrician, plumber, technician, construction worker, and steelworker
Many people's first reaction might be:
It's the AI era, why still encourage people to do these jobs?
I was the first trader in the square to encourage everyone to trade US stocks, and everyone's first reaction was probably:
Crypto is so good, why still encourage people to trade US stocks?
Now half a year has passed......
This semiconductor valuation chart is very interesting
#NVDA 's forward P/E ratio is only 21
#MU is even lower at 9
while #INTC is 112
Looking at it this way
NVDA is cheaper than people think
MU is still at a relatively low level
while INTC seems to be in a relatively risky position
As the leader of the semiconductor sector
NVDA has dropped nearly 5 points since the earnings release
while MU has risen nearly 27%
QCOM has risen nearly 15%
AMD has risen nearly 11%
INTC has risen nearly 2%
Nvidia suffers from a market cap that is too large, making it hard for small investors to buy; small investors still prefer small-cap stocks that are indispensable in the industry chain
#ARM #AMD #Chip #INTC
ARM has already surged 60% in a breakthrough this week.
Previously, Intel rose 300% in a month from 40 to 130, then entered a consolidation phase.
ARM has also completed a 300% rise from the bottom over 2 months. Maybe this is a good time to consider whether ARM's short-term rally is nearly over.
Previously, Intel was the chip leader; now it's ARM. Next week, watch for signs of a profit-taking structure.
Using the logic of marriage, I rethought stocks
Marriage can't be chosen casually
Stocks are the same
Many people buy stocks
Like being pressured into marriage
Seeing others getting on board
They start to feel anxious too
"Is it too late if I don't buy now?"
But the real issue isn't about being late or not
It's about whether you truly understand it
Good stocks, like good marriages
Don't make you feel passionate every day
But provide you with long-term stable returns
Making your asset status healthier and healthier
Bad stocks, like unhappy marriages
At first, you just think "I can still tolerate it"
Later you realize
It consumes not only your principal
But also your emotions, judgment, and life state
#ZEC
Don't fomo just because others are making money
Randomly increase positions, randomly buy coins or stocks
Most likely won't yield good returns
Actually, there are many wealth secrets hidden in your own trading history, and the path to financial freedom is also in your trading records
The important thing is whether you can calm down and organize them
The community has a review form, and for every friend who joins the community, I ask everyone to review according to strategy:
Every trade has a logic, and every logic has a stop loss
Entry timing/logic
Stop loss
Exit/profit-taking logic
Position control
For example, for this #ZEC trade
Trade structure
Entry timing
Logic
Left-side or right-side entry method
All very clear, this is a good trade, and the important thing is that this kind of trade can be replicated. Only replicable trades can let you compound
Only then can you truly walk the path to financial freedom
懂币猫
#ZEC #HYPE
Currently, in the crypto space, the only two large-cap coins consistently making money are ZEC and HYPE.
ZEC has been tracked by the community for over half a year, with smooth price movements providing multiple times profit. Most importantly, its structure is very clear, making it ideal for everyone to practice trading. The clear entry and exit logic is perfect for learning while earning. For newcomers, it’s very helpful in building a trading system and boosting trading confidence.
If you are currently trading other junk dog coins or altcoins, establishing such a trading system is almost impossible. You can’t compound profits, nor can you find a trading method that works across different markets. This is why many beginners fail to grow—their experience can never be reused.
For example, the M-top pattern in ZEC, the logic of entering on the left or right side, the M-top neckline position—these basic structures can be found a lot in the US stock market. The same trading techniques can be fully replicated in US stocks. This is what true trading entry looks like.
The Trump administration is negotiating funding for American drone companies
And Donald Jr. Trump has two publicly traded drone companies, #UMAC and #PUSA
#UMAC has been specifically named as one of the companies negotiating to receive government investment
Other drone-related companies to watch closely
#PUSA
#RCAT
#AVAV
#ONDS
What’s interesting now is that China is pursuing its own domestic substitutes, while the U.S. is doing the same for its own domestic substitutes. From the recent surge in storage, it’s clear that the rallies of U.S. domestic companies have been very aggressive. It’s quite possible that Trump’s "Made in America" initiative has already started in some smaller industries
