李云龙🪖

⚠️ Ultimate advice for today: It's best not to trade today! 2026.5.30 | Jiǎchén Closed Day Many people ask if it's a good time to bottom-fish or place orders now. To be straightforward: entering the market today will definitely get you shaken out! The current market situation is clear at a glance. The daily chart is completely under weak suppression. All moving averages are sloping downward. The rebound lacks any strength, and the stabilization is all an illusion. The sideways movement around 73000 is not a bottom formation or a halt in decline, just a brief pause in a downtrend. Market sentiment is extremely fearful. The market repeatedly oscillates, with fake breakouts and false stabilizations everywhere. Opening positions now is just giving away money. Looking at today's timing and energy field, Jiǎchén Closed Day is suitable for hiding, not for action. Closed Day signifies contraction, closure, and rest. The energy of heaven and earth does not support any trending market. Today there is no one-sided move, no direction, no profit, only: Repeated stop-losses, Back-and-forth shakeouts, Mental breakdowns, Frequent reversals leading to being trapped. ✅ The only correct action today: No trading, no bottom-fishing, no new positions, no speculation. Preserving your principal is the biggest profit today! The trend is unclear, the energy field hasn't turned positive. Be patient, stay out of the market, and wait for the best window. #BTC #Bitcoin #TodayMarket #TradingDiscipline

After looking around, the AI Meme trend hasn't been mentioned for a long time. After Truth Terminal popularized $GOAT last year, Meme coins tagged with AI on CoinGecko surged to over 300. Now their market cap remains just over $700 million, with most having dropped more than 80% from their highs, and some have gone to zero. The project teams' approach was simple back then: wrap a ChatGPT shell, have AI Agents post and reply on X, and claim to be autonomous intelligent assets. Essentially, it was just Meme coins with an AI skin—previously KOLs shouted buy signals, now AI does. Users have since become savvy. No matter how actively AI posts, if the token distribution hasn't changed, early holders will still dump, and slow sellers will buy. I thought about this issue at the time. Memes rely on emotional resonance—a group of people rushing together, playing memes, shouting GM, sharing the feeling of being on the same boat. What can AI Agents resonate with? They don't understand FOMO, panic, or when to shut up. They post according to preset scripts, while people underneath have their own agendas, so no true consensus forms. The novelty won't last long. But now the interesting part is emerging. The narrative is quietly shifting. Previously, people asked which AI coin could rise; now some are asking what AI can actually do in crypto. Two directions have recently surfaced: One is AI infrastructure RWA (Real World Assets). Instead of issuing tokens for AI to shout buy signals, this involves tokenizing physical assets like GPU clusters, computing servers, and data centers. These assets inherently generate cash flow and don't rely on narratives to survive. For example, projects like RAX Finance are pushing RWA from on-chain government bonds toward on-chain factories. The other is AI wallets. Cobo launched an Agent-exclusive wallet, and Coinbase is also promoting AI Agent infrastructure. The logic is straightforward: if AI is the future productivity tool, it needs an entry point that can manage money autonomously. But thinking deeper, when transaction volumes between Agents increase, who will backstop payments, settlements, and defense against attacks? These needs are closer to the problems Bitcoin originally aimed to solve, not the DeFi liquidity pool model. Last year retail investors speculated on a goat-themed Meme called GOAT; this year, funds are building another GOAT—the underlying settlement pipeline needed for the Agent economy. The commonality of these two directions: they don't rely on AI storytelling but on AI doing real work. From AI posting Memes to AI managing assets, the imagination hasn't shrunk, and the sense of practical implementation has grown significantly. At this stage, the AI narrative is at a transitional point. The old stories no longer hold, and the new ones haven't fully taken over. Directions are often set quietly, not shouted out in the heat of the moment. The AI Meme wave was more of a collective delusion at the end of the bull market. After the delusion fades, projects truly building infrastructure will emerge. Going forward, the focus should not be on who is shouting, but on who is building.

East: continuously dumping the market West: continuously pumping the market Is this some secret that can't be spoken about?

🚨 LAB/USDT｜The last frenzy of the dog whale, the short sellers' feast is about to begin Family, this round of LAB's pump has finally returned to the RAVE pattern I can understand. First, for those who haven't been watching the market, here’s the current situation: • 24-hour surge of over 35%, a violent pump • Price is now around $6, charging upwards • But open interest, funding rate, and long-short ratio all reveal the dog whale’s hidden intentions 🔍 Three details tell you the essence of this pump 1. Open Interest: Diving from a high level, the main force is pumping while running away Open interest dropped from a peak of over 27 million to less than 5 million now. While pumping, the capital is decreasing, not increasing. This is not new money entering, but the dog whale quietly selling off by riding the hype. 2. Funding Rate: About to turn negative, longs can’t hold on The latest rate is 0.005%, with multiple occurrences of negative values. This means more people are shorting the market, longs have to pay shorts, and the long positions have long lost momentum. Simply put, this pump is a short squeeze aimed at blowing up retail short positions. 3. Long-Short Ratio: 73% of accounts are short, the short squeeze script is set Short accounts make up 73.1%, longs only 26.9%, long-short ratio 0.37. When most people are bearish, the dog whale excels at reverse harvesting: first pump to blow up shorts, then flip to dump, profiting from both sides. 🎬 This is the classic three-step harvesting of the dog whale 1. Short ambush, target locked Retail traders collectively shorting, these shorts are the dog whale’s ready “harvest targets,” pumping to blow them up lets them directly eat the margin. 2. Violent pump, lure longs to take the bag Big green candles, high gains, creating the illusion that the coin is about to take off, attracting chasing retail buyers to enter. 3. Pump while withdrawing, main force exits Open interest falls instead of rising, showing the dog whale isn’t adding long positions but selling off by riding the hype. Once chips are sold, the pump naturally ends. 📌 My plan: above $10, look for opportunities to short This pump is very likely the dog whale’s last frenzy. • Target price: above 10 USDT, act when volume expands but price stagnates with a long upper wick • Position management: build positions in batches, no all-in, no holding losing positions • Risk control first: set stop losses, don’t get caught by the dog whale’s last bull trap One last word: In the futures market, when everyone thinks “the coin will keep rising,” that’s often the most dangerous time. This round, I’m siding with the shorts. lab:native #LAB

🚨 LAB/USDT｜The last frenzy of the dog whales, the short sellers' feast is about to begin This round of LAB's pump has finally returned to the RAVE mode I can understand. First, a quick update for those not watching the market: • 24-hour surge of over 35%, a violent pump • Price is now around $6, charging upwards • But open interest, funding rate, and long-short ratio all reveal the dog whales' little tricks 🔍 Three details that reveal the true nature of this pump 1. Open Interest: Diving from highs, the main force is pumping while running Open interest has dropped from a peak of over 27 million to less than 5 million now. While pumping, the capital is decreasing, not increasing. This is not new money entering, but dog whales quietly selling off by riding the hype. 2. Funding Rate: About to turn negative, bulls can't hold on The latest rate is 0.005%, with multiple negative occurrences. This means more people are shorting the market, bulls have to pay shorts, and the long positions have long lost momentum. This pump is basically a short squeeze, blowing up retail short positions. 3. Long-Short Ratio: 73% of accounts are short, the short squeeze script is set Short accounts make up 73.1%, longs only 26.9%, ratio 0.37. When most people are bearish, dog whales excel at reverse harvesting: first pump to blow up shorts, then flip to dump, profiting from both sides. 🎬 This is the classic three-step harvesting of dog whales 1. Short ambush, target locked Retail traders collectively shorting, these shorts are ready "harvest targets" for dog whales, pumping to blow them up and directly eat the margin. 2. Violent pump, lure longs to catch the falling knife Big green candles, high gains, creating the illusion that "the coin is about to take off," attracting chasing retail buyers. 3. Pump while withdrawing, main force exits Open interest falls instead of rising, showing dog whales are not adding longs but selling off by riding the hype. Once chips are sold, the pump naturally ends. 📌 My plan: Above $10, look for opportunities to short This pump is very likely the dog whales' last frenzy. • Target price: Above 10 USDT, act when volume expands but price stagnates with a long upper wick • Position management: Build positions in batches, no all-in, no holding losing positions • Risk control first: Set stop losses, don't get caught by the dog whales' last bull trap One last word: In the futures market, when everyone thinks "the coin will keep rising," that's often the most dangerous time. This round, I'm siding with the bears. $LAB

The entire network is shouting "institutions dumping, peak and pullback," but what I see behind this round of HYPE pullback are three major events happening: Bears are being wiped out and exiting, institutions are orderly rotating their positions, and traditional financial giants are quietly entering. 1. The so-called institutional selling is actually textbook profit-taking Galaxy Digital unstaked 1 million HYPE tokens, which the market interpreted as a panic sell-off, but no one has done the math: • The holding cost was about $45.7, and at the time of unstaking, the coin price was still around $57, representing an active profit-taking after a 25% unrealized gain, not a bearish exit. • They did not liquidate their entire position, only transferred part of their holdings; the core position remains, essentially cashing in profits at a high level to make room for new capital inflows. • During the same period, HYPE ETF net inflows exceeded $100 million, indicating that holdings are transferring from early VCs to a broader range of institutional investors, with market absorption far beyond expectations. This is not institutional flight; it is a healthy rotation where old capital exits and new Wall Street funds enter. 2. Bears suffered a $29 million loss and exited, completely removing the largest source of selling pressure Loracle’s short position, built with 5x leverage, suffered a paper loss exceeding $29 million during this pullback and was likely forced to liquidate. • This was not an ordinary short squeeze but a thorough market rejection of the "protocol fee bubble theory." • As a leading derivatives DEX, Hyperliquid has already established barriers with deep liquidity and strong user retention; bears only see short-term pullbacks and ignore the project’s fundamental resilience. • Aggressive short positions were directly eliminated, significantly increasing the cost and risk of future shorting, effectively building a natural "bear firewall" for the coin price, which will greatly reduce selling pressure from future pullbacks. Bears have vanished, and the resistance to upward movement is being gradually removed. 3. Multiple visits from ICE CEO are rewriting HYPE’s valuation ceiling The real signal of market undervaluation comes from the moves of Intercontinental Exchange (ICE). The CEO of ICE (parent company of NYSE) has visited the Hyperliquid team multiple times to explore cooperation possibilities. • This means HYPE’s valuation logic is about to undergo a qualitative leap: from purely protocol fee revenue to a compliance access premium. • Once the cooperation direction is clear, Hyperliquid will transform from a challenger in traditional finance to a compliance-approved asset recognized by top institutions, opening up vast imagination space. • The current pullback looks more like the market pre-digesting this expectation, leaving room for subsequent valuation increases. 4. Summary: This pullback clears the way for the next market cycle Overall, this pullback is not the end of the market but a combination of bears exiting, institutions rotating, and new narratives warming up—a key step to clear obstacles for the next market cycle. Short-term volatility will persist, but the logic of institutional reshuffling is already taking shape, and the expectation of ICE cooperation is quietly pushing HYPE onto a higher-dimensional track. When others panic, you fear; when others don’t understand, you position. This is not the end; it is the true beginning of the big HYPE market. #HYPE回调：空头退场与机构接力同步 $HYPE

Jensen Huang's Comments on Huawei's "Tao's Law": A Great Breakthrough for Huawei, but No Short-Term Threat to TSMC The biggest recent hotspot in the semiconductor circle is undoubtedly Huawei's official release of Tao's (τ) Law and logic folding technology. After the "Trillion-Dollar Banquet" in Taipei, NVIDIA CEO Jensen Huang publicly gave the first precise and highly industry-weighted evaluation of this first independently developed fundamental semiconductor law in China: a major breakthrough for Huawei, but not a threat to TSMC. This statement seems neutral but accurately reveals the new global chip industry landscape. First, let's briefly understand what "Tao's Law" is. Against the backdrop of the traditional Moore's Law approaching physical limits and advanced processes being constrained by equipment and blockades, Huawei has broken away from the century-old path of "improving performance by shrinking line widths." Tao's Law relies on four-layer collaborative optimization of devices, circuits, chips, and systems, combined with original logic folding and 3D stacking technologies. It can increase the transistor count of chips made with mature processes by 2 to 4 times without relying on EUV lithography or pushing for extreme 2nm or 1nm processes. According to Huawei's technical roadmap, by 2031, high-end chips optimized under the Tao's Law system will have an overall transistor density comparable to the global 1.4nm advanced process level. This is also the first time in China's semiconductor history that a domestic company has defined new global chip iteration rules, completely rewriting the decades-long dominance of Western countries over fundamental industry standards. Its significance is milestone-level. Because this breakthrough has shaken the industry, Jensen Huang's public evaluation has attracted much attention. He first generously acknowledged that Tao's Law is an excellent and highly valuable technological innovation. Under external technology blockades and locked advanced processes, Huawei has forged a new high-end path for mature processes through architectural innovation, circuit reconstruction, and 3D stacked packaging—a highly valuable breakthrough in a desperate situation. But immediately, Huang pointed out the core reality: this does not constitute a threat to TSMC. The reason is straightforward: TSMC has been deeply cultivating 3D stacking, advanced packaging, and hybrid bonding technologies for nearly a decade. In other words, the 3D packaging and chip stacking route Huawei is now pushing is a core technology foundation that TSMC has long matured, mass-produced, and iterated over many years. TSMC possesses the world's top yield rates, capacity, process accumulation, and supply chain barriers—an industry fact that Huawei cannot quickly surpass at this stage. Many misunderstand this to mean Tao's Law is "underestimated," but in fact, it is quite the opposite. Huang's evaluation distinguishes between "technological innovation breakthroughs" and "industrial ecosystem advantages." The greatness of Tao's Law is not in short-term surpassing TSMC's packaging processes but in strategic redirection. In the past global chip competition, everyone was squeezing onto a single narrow bridge: competing for smaller processes, more precise lithography, and extreme physical miniaturization. Huawei's Tao's Law officially declares that in the post-Moore era, performance improvements no longer rely solely on shrinking line widths. Through logic reconstruction, system folding, and 3D integration, mature processes can still iterate high-end computing chips. This is a rule-level innovation and a breakthrough key for the entire domestic semiconductor industry. TSMC's advantage lies in engineering mass production and a decade of accumulated barriers; Huawei's breakthrough lies in fundamental theory and the iteration paradigm for the next decade. In the short term, TSMC still firmly holds the global throne of advanced packaging and high-end processes with no direct competitors. In the long term, Huawei's Tao's Law opens a new technological dimension, completely rewriting the global semiconductor competition logic. The industry's endgame is becoming clearer: Future chip competition will no longer be about who has the smaller process but who has the better architecture, stronger system integration, and higher multi-layer collaborative efficiency. Jensen Huang's seemingly calm comment actually reveals the truth: Huawei has completed a historic technological breakthrough, but industrial catch-up takes time; Tao's Law is not a disruption but the true beginning of China's semiconductor industry independently defining the rules. #Huawei #Tao'sLaw #Semiconductor #TSMC #ChipTechnology #PostMooreEra