Momentum sāk veidoties ap $LUNC, jo Terra Classic kopiena gatavojas lieliem attīstības soļiem. 👀
📅 Nākamā Station Wallet palaišana 25. maijā jau rada lielu interesi, īpaši ar automātisko žetonu dedzināšanas mehānismu ieviešanu, kas paredzēti, lai samazinātu apgrozībā esošo piedāvājumu laika gaitā. 🔥
⚙️ Tikmēr izstrādātāji turpina progresēt uz Market Module 2 — būtisks solis, kas var stiprināt LUNC/USTC ekosistēmas savienojumu un potenciāli atjaunot spekulatīvo momentum visā tirgū. 🚀
Tirgotāji sāk pozicionēties agri, jo pieaug gaidas par to, kas varētu kļūt par būtisku soli Terra Classic ekosistēmā tuvākajās nedēļās.
The recent market action is really out of whack. If this trade had a proper setup, I wouldn't be stuck for nearly a week without profit, and I might even be in the red. But I've been using the momentum wave strategy, buying low and selling high, ensuring my base position is solid. Once we break through the 2160 resistance level, I can always add more to my position. In reality, I've already closed this trade with a profit of over 2000. No meat on the bones in this setup, and the market's running low on capital.
I just said that if there aren't any bearish signals by Friday and over the weekend, the market would likely cruise through smoothly. But look, now we've got some bad news hitting the market. The mainland Securities Regulatory Commission is set to penalize Futu and some other brokers like Changqiao, confiscating all illicit gains due to illegal operations. It's likely related to opening Hong Kong and U.S. stock accounts for mainlanders, which has caused many folks to ditch the mainland A-shares and jump into U.S. stocks. This is getting serious. It's highly probable that U.S. stocks will take a hit tonight. Don't underestimate the ability of our traders to play the U.S. stock game—that could have a significant impact on the markets over there. Plus, I just checked, and Futu's major shareholder is Tencent, and Futu has already plummeted by 34%. If you're looking to buy U.S. stocks, you might as well go on-chain, or else just grab the Nasdaq 100 fund in Alipay. The domestic market is just unplayable; it really is. $QQQ $QQQon
KRIPTO GHOST: $LUNC VĒL JOPROJĀM KĀS PAR 4 GADIEM Terra Classic ( $LUNC ) — kādreiz top 10 milzis — sabruka par 99.999%+ no tā $119 #ATH 2022. gadā un kopš tā laika asi asi zaudē. Miljardi izdzēsti, bezgalīgi atdzīvināšanas mēģinājumi neveiksmīgi. Brutāls atgādinājums: ne visi "blue chips" izdzīvo. Kurš vēl tur šo zombiju? #LUNC #cryptocrash
$Jager pirkšana, pārdošana un atkārtota pirkšana $Jager ir labi vienīgā lieta, kas nedaudz velk paklāju, ir maksa Tu pārdod ar 5% kritumu un tev jāiegādājas ar 5% pieaugumu Bet 5% maksa ir lieliska, tikai saku, pirms kāds domā, ka runāju slikti par maksu, tā ir laba, jo vienmēr ir degviela, ko dedzināt, un dividendes, ko vākt... $Jager vēnās
God damn! 🚀🐸 Guys, $PEPE is going to shock the market 👀
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$WLD I've been getting the opposite of what I expect lately... every time I post my trades, the market moves in the opposite direction. I'm gonna give it another shot!!! It can't be this unlucky all the time, right? 🥹
I really can't understand why so many people are bullish on Cerebras $CBRS. The more I research this company, the more uneasy I feel. It's not just about whether it's worth this price; what if all the revenue data you're looking at is fake? What if it's actually just a lab experiment that's hard to scale? If this company isn't public, its actual cash flow is already at zero.
The problem is: what are you actually pricing it at?
Is the revenue real? Out of a GAAP net profit of $237.8 million, $363.3 million comes from one-time non-cash gains (related to debt cancellation from the G42 contract restructuring). After adjusting for that, the non-GAAP net loss hits $75.7 million, a year-over-year increase of 247%.
But if you dig deeper, over 75% relies on G42 (Middle East) plus the year-end rush from OpenAI. More critically, Cerebras signed a contract with OpenAI that included a 10% equity warrant, practically a giveaway, which will offset future revenue based on delivery milestones. GAAP accounting treats these warrants as revenue, but the gross profit from existing operations is also below competitors.
OpenAI also lent Cerebras $1 billion in operating loans (at a 6% annual interest rate) to help it build data centers, run compute power, and then sell services back to OpenAI.
Left hand lending money, right hand recognizing revenue. Does that really count as income? Will other companies facing such a tight supply of compute power be willing to pay up, aside from OpenAI?
That $20 billion big order, has the money come through? No. That shocking $20 billion order OpenAI has only actually paid about $1 billion (in loan form that needs to be repaid), not even counting the deposit
TSMC's 3nm capacity is in high demand, with a $24.6 billion order backlog, but there’s no long-term capacity guarantee agreement between Cerebras and TSMC; all wafer orders are one-time purchases. If no products are produced, where's the profit going to come from?
Big news! SpaceX recently disclosed in its IPO filing with the SEC that as of March 31, it holds a whopping 18,712 BTC on its balance sheet, with a historical cost of around $35,300 per coin, and the current fair value has soared past $1.293 billion.
SpaceX isn’t just making casual purchases; this is a long-term allocation decision backed by financial statements, board approvals, and audits. The company hadn’t even publicly mentioned its Bitcoin holdings before, quietly scooping up nearly 20,000 coins at an incredibly low cost.
Looking at the bigger picture, giants like SpaceX and MicroStrategy are taking action to redefine the question of whether corporations should allocate Bitcoin. As more behemoths add BTC to their balance sheets, this slow variable is quietly reshaping the macro acceptance of crypto assets. The logic of the whales has always focused on the long game.
The legal battle between Jane Street and Terraform Labs is entering a crucial stage, and things are getting more interesting.
Jane Street has reportedly pushed for the case to be dismissed. However, if the court moves forward with the discovery phase, several key details could potentially come to light: 📌 Internal communications 📌 Trading records 📌 OTC agreements 📌 Connections linked to Terra
The LUNC community is watching this case closely because it could reopen a major discussion: Was Terra actually a victim of market manipulation? 👀🔥
This case may reveal important details that could reshape how people view Terra’s past and its broader story.
$HYPE Some folks see the on-chain market cap at 48 billion and go wild, looking to short with the 992k unlock this month.
Here are some hyperliquid fun facts: 1. The team hasn’t sold any coins since the linear unlock started. 2. a16z started accumulating hype in April, currently holding around 100 million at an average cost of about 43. This level of institutional entry has been 100% confirmed in deep talks with Jeff. 3. Since the ETF launch, there’s been a daily net inflow of 2-3 million. 4. There’s a daily buyback of around 1 million. 5. In June, the market is projected to allow permissionless deployment, requiring 1 million HYPE staked.
The market’s selling pressure is mostly absorbed; we’re about to hit a short squeeze moment.