SpaceX will release its first quarterly earnings report after going public at 4:30 AM tomorrow. On August 6, the first wave of lock-up expirations will arrive, expected to be 910 million shares, valued at over $100 billion. Ma Sheng will still give buy signals, hinting that this position will be a reversal (buy) point. $SPCX ultimately did not break below the $100 mark. Interestingly, Morgan Stanley still maintains a $SPCX target price of $300, with AI at $152, Starlink at $128, Rockets at $8, and X and Grok at $12. The current price is $116, which is even lower than Morgan Stanley’s target for Starlink at $128, essentially bundling AI and Rockets for free. No more talk, better to buy first!? 🫣

Jenny learned: Strategy @Strategy sold 1,637 BTC last week, with an average selling price of $63,957, cashing out about $104 million, basically a small peak. The previous buying points were inseparable from MicroStrategy, and now the selling points are all thanks to his dumping. According to his previous Bitcoin monetization plan, selling another $1 billion should be about right. Hope the sharp-eyed Saylor @saylor keeps his word!

These days, even cold wallets aren't safe? Hardware wallet Coldcard has suffered several attacks: a total of 1,367 $BTC, about $88.6 million, stolen from 4,585 addresses. The problem lies in the random number flaw in the 2021 firmware version, making the seed predictable. What annoys me most about hardware wallets is this marketing: equating offline with security, selling a piece of plastic at a faith price. Being offline only solves the risk of theft from being online, it doesn't fix the manufacturer's own coding mistakes. I bought some cold wallets during the DeFi period before, and they are still gathering dust in my drawer. Currently, most of my assets are still stored on exchanges. Honestly, exchanges are safer than 90% of cold wallets nowadays.

I guess experienced traders all know what kind of B project FOUR @Four_FORM_ is. Starting from GameFi's $BNX aiming to harvest, then transforming into a MEME launch platform, aren't all kinds of conspiracies and insider dealings public? When BSC was at its peak, they thought they could compete with $PUMP, but $FORM split the B and didn't pull, smashing the market hard. Everyone should know this is a ÷ project. Cherish your life, stay away from ÷.

July has finally passed. They say May is poor, June is desperate, and July is the turnaround, so what about August? Even if a salted fish turns over, it's still just a salted fish, losing sincerely! Historically, in years when July ends in red, August mostly closes in green, while in bear market years, it drags on until September. But Polymarket shows a 25% probability that $70K will be broken within the month; Correspondingly, there's a 19% probability that $BTC will fall below $55K within the month. Looking at it this way, the probability of going up is still a bit higher~!🤪

The big brothers of In11 were so bad, they went all in with 5 million trillion Yihe Demingli with the little sisters, then it dropped 70% in 20 days, Now it's good, I heard In11 in Hangzhou has closed, where will those little sisters who got liquidated/locked in buying Demingli flow to? Will honest people take over? Or will they go into business? 🥹

As expected, Trump still TACOed, the King of Understanding posted saying Iran asked him to delay the attack, agreeing to cancel the strike in exchange for a deal, with the condition that the Strait of Hormuz be fully open. It just feels like these words sound familiar, wasn’t it said the same way last time? The advantage of the crypto world being 7*24H is reflected here, $BTC immediately surged about 1%, Tech holders are saved, next week is another miracle day!?

Have you noticed that stablecoins also have their own advantages? The hype has died down, dropping steadily from the peak of $77 to around $50, with no signs of stopping the decline. At this time, we have to take a look at our stablecoin brother $ASTER, which has been quietly developing and remains strong, fluctuating around $0.6! After liquidity optimization, Aster @Aster_DEX has also seen an increase in trading volume for US stock derivatives. Fun fact: a good DEX is no worse than a CEX. Recently, storage volatility has even surpassed the crypto circle. Why not give Aster a try!

Pump.fun was exposed for kicking people out of the company before the employee tokens were unlocked. According to reports, Pump fired people in April, and the PUMP tokens unlocked in June. Some former employees claim to have lost seven-figure shares. It seems like something Pump would do; the MEME launch platform is designed for everyone to come up with coins, take the bag, and experience being rug pulled. Now it has applied this logic to its own employees, which is not surprising.

Fellow countrymen, don't leave, good news is here! The U.S. Space Force has given SpaceX two mission orders totaling $1.6 billion, with 18 Falcon 9 launches scheduled before 2027, averaging about $89 million per launch. But $SPCX stock price shows no improvement and continues to hit new lows. At this pace, it will be in double digits before the August 4 earnings report. Elon Musk @elonmusk, please save your disciples!