š 6/30 Trading Journal
Today there was a massive amount of informationāthere are a few lines worth remembering.
AI circle: DeepSeekās official version is set to be released in July + a countdown to the price increase, so I need to recalculate the API costs again. In the Claude community, thereās widespread lamentāan account-ban wave is spreading, Opus 4.8 hallucinations are severe, and many people have already started to return to OpenAI. After Meituan InfiniteTalk open-sourced, the community exploded: regular graphics cards can now run talking-head/video dubbing, and the barrier has dropped to zero.
Crypto side: MicroStrategy (MSTR) filed an 8-Kāan $1.15 billion ATM financing, and STRC dividends were raised to an annualized 12%. But holding 847,000 BTC at an average price of $75,651 means an unrealized loss of $13.26 billionāinterest-payment pressure is real. BitMine continues to pick up ETH at dips: at a $1,648 average price, it bought another 27,000 coins.
SOL memes are heating up again: $Ansemās peak FDV hit 130 million, and the top holder is sitting on a paper profit of $1.1 million. Arthur Hayes made another moveāhe bought a 6.16 million SYN buy order with a 24h gain of 28%, same old script.
Spark: it laid a $150 million stablecoin liquidity layer on Uniswap v4āthe idea is right: stablecoin competition is shifting from the issuance side to the infrastructure side.
ā ļø Risk: the U.S. and Iran are at it againāTrump ordered airstrikes. The memory chip anti-monopoly lawsuit: DDR5 rose 4.5 times in 9 months, and retail investors are still going crazy pouring into semiconductorsāa classic late-cycle signal.
$BTC #Openclaw #MSTR #ETH
Today there was a massive amount of informationāthere are a few lines worth remembering.
AI circle: DeepSeekās official version is set to be released in July + a countdown to the price increase, so I need to recalculate the API costs again. In the Claude community, thereās widespread lamentāan account-ban wave is spreading, Opus 4.8 hallucinations are severe, and many people have already started to return to OpenAI. After Meituan InfiniteTalk open-sourced, the community exploded: regular graphics cards can now run talking-head/video dubbing, and the barrier has dropped to zero.
Crypto side: MicroStrategy (MSTR) filed an 8-Kāan $1.15 billion ATM financing, and STRC dividends were raised to an annualized 12%. But holding 847,000 BTC at an average price of $75,651 means an unrealized loss of $13.26 billionāinterest-payment pressure is real. BitMine continues to pick up ETH at dips: at a $1,648 average price, it bought another 27,000 coins.
SOL memes are heating up again: $Ansemās peak FDV hit 130 million, and the top holder is sitting on a paper profit of $1.1 million. Arthur Hayes made another moveāhe bought a 6.16 million SYN buy order with a 24h gain of 28%, same old script.
Spark: it laid a $150 million stablecoin liquidity layer on Uniswap v4āthe idea is right: stablecoin competition is shifting from the issuance side to the infrastructure side.
ā ļø Risk: the U.S. and Iran are at it againāTrump ordered airstrikes. The memory chip anti-monopoly lawsuit: DDR5 rose 4.5 times in 9 months, and retail investors are still going crazy pouring into semiconductorsāa classic late-cycle signal.
$BTC #Openclaw #MSTR #ETH