David-X-

AI-related memory stocks came under heavy selling pressure as fears of a memory supply glut hit the market.
According to BeInCrypto, SanDisk dropped 14.13% in the last 24 hours, while Seagate fell 10.38% and Micron lost 5.49%. Over the past five trading sessions, the three stocks are down 19.59%, 17.54%, and 14.36%, respectively.
Morningstar Research Director Lorraine Tan said AI-related stocks could decline another 20%–30% before becoming attractive again, citing rising memory supply froman #samsong SK Hynix along with slowing AI capital spending. Additional pressure came from Meta's plan to sell excess AI computing power and an antitrust lawsuit involving Samsung, SK Hynix, and Micron over alleged #DRAM $SAMSUNG
price inflation.

🇺🇸 US Jobs Report Update
US hiring slowed sharply in June, with Nonfarm Payrolls rising just 57K, well below the expected 113K. Meanwhile, the unemployment rate fell to 4.2%, and average hourly earnings increased 0.3%, matching forecasts.
📉 Hiring weakened across leisure, hospitality, retail, and information sectors, while healthcare continued to add jobs.
📊 Following the report: • S&P 500 futures moved higher. • Treasury yields declined. • The US Dollar weakened.#BTC
Markets may now increase expectations for future Fed rate cuts.
#etereum

Muitos traders ficam repetindo "O fundo está dentro!" sempre que o mercado cai. Mas, de acordo com o analista da CryptoQuant, Darkfost, não é assim que funciona um investimento inteligente.
Uma verdadeira reversão de baixa de mercado geralmente é confirmada com o tempo durante a mudança de tendência. O preço mínimo exato muitas vezes aparece apenas por um momento, tornando quase impossível para a maioria dos traders comprar nesse nível perfeito.
Em vez de tentar acertar o fundo absoluto, concentre-se em: ✅ Gerenciar seu risco ✅ Construir sua posição gradualmente ✅ Seguir um plano de negociação claro

According to Reuters, Japanese officials are abandoning their habit of telegraphing intervention risks, instead signaling a more targeted campaign to squeeze speculators and raise the cost of betting against the battered yen, according to two sources familiar with the matter.
Departing from the calibrated jawboning that preceded previous intervention bouts, the Ministry of Finance could step in abruptly to wipe out speculative yen positions. Officials are also avoiding any suggestion of a specific "line in the sand" exchange-rate level. The shift reflects a more aggressive MOF approach using silence as a policy tool to keep traders guessing, raising the risk of surprise intervention driven by an accumulation of speculative short-yen bets rather than by the currency crossing a publicly understood threshold.
The MOF's approach and the Bank of Japan's continued hawkish rhetoric signal a coordinated effort to keep yen bears at bay, two other sources said. "The timing of intervention is difficult. The purpose would be to hit speculators hard so if needed, authorities will step in," one source said. "It's not about yen levels" but more about how best to prevent excessive falls.
The previous intervention from April to May, which cost a record 11.7 trillion yen ($72 billion), was well-telegraphed in advance, giving traders time to unwind short positions — future action would eliminate that opportunity. Top currency diplomat Atsushi Mimura has held off on issuing verbal warnings since the last intervention, and Finance Minister Satsuki Katayama avoided escalating rhetoric on Tuesday despite the yen's fall to a 40-year low of 162.66.
Some within the government hope Thursday's US jobs data would scale back bets on an early Fed rate hike, which could slow the dollar's ascent — if not, the chance of intervention could heighten.
US Treasury Secretary Scott Bessent has signaled the need for further BOJ rate hikes while staying mum on Japan's intervention. The BOJ's policy rate at 1% remains far below the Fed's 3.50%-3.75%. The BOJ's quarterly tankan survey on Wednesday showed business sentiment at its highest in eight years and corporate inflation expectations at record highs, reinforcing the case for additional rate increases.
"Japan's policy rate remains low compared with that of other countries. The BOJ's cooperation is necessary to stop the yen's falls," said Mari Iwashita, executive rates strategist at Nomura Securities.#BTC☀ #yen