Cyberzk
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A rebound before early June
This is the last major bounce before the brutal downtrend kicks in
Gotta seize the opportunity
Then the second half of the year will be smooth sailing!
$BTC
This is the last major bounce before the brutal downtrend kicks in
Gotta seize the opportunity
Then the second half of the year will be smooth sailing!
$BTC
Staying bearish! $BTC
Cyberzk
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I saw from the satellite map that the U.S. military is increasing troops! The bear market is far from over, and rebounds are opportunities to short.
If you can use free satellite data, you will find that the U.S. military has been stationed in the Persian Gulf, and their forces are continuously increasing!
This does not mean the end of the war. The U.S. military's fake negotiations are merely wasting time looking for enriched uranium, hoping to kill the chicken to get the eggs in one go.
Understanding the intentions of the U.S. military will make it clear that the war has not gone silent, but is brewing for greater actions.
So every rebound is an opportunity for many troops to escape, as well as a great chance for the air force at high altitude!
Can't interpret satellite data images? It's super easy. If you can use Doubao, you can directly obtain the satellite coordinates of U.S. military bases, and then see the scale of the U.S. fleet on free satellite data websites. Go check if they are increasing troops!
This does not mean the end of the war. The U.S. military's fake negotiations are merely wasting time looking for enriched uranium, hoping to kill the chicken to get the eggs in one go.
Understanding the intentions of the U.S. military will make it clear that the war has not gone silent, but is brewing for greater actions.
So every rebound is an opportunity for many troops to escape, as well as a great chance for the air force at high altitude!
Can't interpret satellite data images? It's super easy. If you can use Doubao, you can directly obtain the satellite coordinates of U.S. military bases, and then see the scale of the U.S. fleet on free satellite data websites. Go check if they are increasing troops!
SpaceX, OpenAI, or Anthropic - which one to pick?
No need to dive into current valuations or IPO situations; investors eyeing these companies are already in the know.
1. Which one has the highest potential for a pump?
SpaceX is likely to have the biggest and most stable upside:
Advantages: It has a mature cash flow business (Starlink + launch services), and the success of Starship opens up massive possibilities in the space economy (satellite internet, Mars, space data centers).
Post-IPO, it could quickly enter the S&P 500, attracting passive funds for support.
Risks: Valuation is already high (revenue multiples are sky-high), and Elon Musk's personal influence (Twitter/X style) could lead to significant volatility.
But compared to pure AI, it has a “hard tech” moat.
Potential: If Starship commercializes successfully, there’s significant room for doubling in the long run; short-term risk of a dip is relatively low (there’s real business backing it).
OpenAI comes in second (high Beta, but also the most volatile):
Leading in AI, with the ChatGPT brand strong, and explosive revenue growth.
However, it’s facing severe losses and intense competition (from Anthropic, Google, xAI, etc.).
The potential for an increase depends on the next “GPT” or AGI breakthrough.
If achieved, it could skyrocket; if progress falters or regulations tighten, it could tank.
Currently, the $1T valuation is very aggressive, leaving little “surprise” room for retail traders.
Anthropic is the most uncertain (small but beautiful, yet easily marginalized):
The Claude model is excellent, with a differentiated safety route, but it’s the smallest player, heavily reliant on Amazon/Google investments.
If the valuation is pressured at IPO (or if OpenAI steals the spotlight), its early performance might be the weakest. But if it becomes the go-to choice for enterprise AI, the potential for gains is significant.
2. Overall investment advice: Best pick:
SpaceX (more likely to rise + greater upside potential).
Reason: A blend of hardware and software, generating revenue with tangible products, not just a concept stock. Among the three, it has the “hardest story.”
Ideal for those looking to hold long-term in the space/satellite/multi-planet civilization narrative.
If you’re particularly bullish on AI purity:
OpenAI > Anthropic (OpenAI has a stronger brand and ecosystem).
Common risk: Valuation bubble:
All three could set records with their IPOs, but post-listing lockup periods could lead to significant sell pressure.
Macro: Interest rate environment, AI capital expenditure cycles, regulations (especially for OpenAI/Anthropic).
Elon Musk effect: SpaceX is greatly influenced by his personal news.
$SPCX $OPENAI $
No need to dive into current valuations or IPO situations; investors eyeing these companies are already in the know.
1. Which one has the highest potential for a pump?
SpaceX is likely to have the biggest and most stable upside:
Advantages: It has a mature cash flow business (Starlink + launch services), and the success of Starship opens up massive possibilities in the space economy (satellite internet, Mars, space data centers).
Post-IPO, it could quickly enter the S&P 500, attracting passive funds for support.
Risks: Valuation is already high (revenue multiples are sky-high), and Elon Musk's personal influence (Twitter/X style) could lead to significant volatility.
But compared to pure AI, it has a “hard tech” moat.
Potential: If Starship commercializes successfully, there’s significant room for doubling in the long run; short-term risk of a dip is relatively low (there’s real business backing it).
OpenAI comes in second (high Beta, but also the most volatile):
Leading in AI, with the ChatGPT brand strong, and explosive revenue growth.
However, it’s facing severe losses and intense competition (from Anthropic, Google, xAI, etc.).
The potential for an increase depends on the next “GPT” or AGI breakthrough.
If achieved, it could skyrocket; if progress falters or regulations tighten, it could tank.
Currently, the $1T valuation is very aggressive, leaving little “surprise” room for retail traders.
Anthropic is the most uncertain (small but beautiful, yet easily marginalized):
The Claude model is excellent, with a differentiated safety route, but it’s the smallest player, heavily reliant on Amazon/Google investments.
If the valuation is pressured at IPO (or if OpenAI steals the spotlight), its early performance might be the weakest. But if it becomes the go-to choice for enterprise AI, the potential for gains is significant.
2. Overall investment advice: Best pick:
SpaceX (more likely to rise + greater upside potential).
Reason: A blend of hardware and software, generating revenue with tangible products, not just a concept stock. Among the three, it has the “hardest story.”
Ideal for those looking to hold long-term in the space/satellite/multi-planet civilization narrative.
If you’re particularly bullish on AI purity:
OpenAI > Anthropic (OpenAI has a stronger brand and ecosystem).
Common risk: Valuation bubble:
All three could set records with their IPOs, but post-listing lockup periods could lead to significant sell pressure.
Macro: Interest rate environment, AI capital expenditure cycles, regulations (especially for OpenAI/Anthropic).
Elon Musk effect: SpaceX is greatly influenced by his personal news.
$SPCX $OPENAI $
The US and Iran are about to reach a peace deal, but the market has already priced in this good news.
Bitcoin at 8w3 is the end of a daily level bounce, a prediction I made in my tweets a while back.
It's now crystal clear that we need to be cautious when good news drops, as it can quickly flip from bullish to bearish.
Also, June is definitely a month known for pullbacks.
I expect the crypto bull market to potentially return after the midterm elections.
$BTC $ETH
Bitcoin at 8w3 is the end of a daily level bounce, a prediction I made in my tweets a while back.
It's now crystal clear that we need to be cautious when good news drops, as it can quickly flip from bullish to bearish.
Also, June is definitely a month known for pullbacks.
I expect the crypto bull market to potentially return after the midterm elections.
$BTC $ETH
Several bearish signals piling up in June, risk is skyrocketing
First up, the World Cup curse!
Second, the Fed might start tapering!
Third, SpaceX is about to IPO, draining liquidity from both the stock and crypto markets!
Brace for a June sell-off, don’t say I didn’t warn you
$BTC $ETH #暴跌在即 #瀑布 #崩盘 #世界杯
First up, the World Cup curse!
Second, the Fed might start tapering!
Third, SpaceX is about to IPO, draining liquidity from both the stock and crypto markets!
Brace for a June sell-off, don’t say I didn’t warn you
$BTC $ETH #暴跌在即 #瀑布 #崩盘 #世界杯
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