朱老师区块链

Right now, the hype is massive. Don’t be fooled by the solid semiconductor earnings reports; many AI data centers are up and running, but there’s a catch—there's no power. The energy supply can't keep up, and building out the grid takes over 4 years. It’s kind of like the housing market in East University a few years back—lots of construction, but no one moving in.
AI companies are going all out in this 'arms race' to sell the picks and shovels, but if they can’t turn a profit, how can the shovel sellers keep making money? That's definitely food for thought!
$FLNC

Awesome, Micron's Q3 earnings report shows revenue hitting $41.456 billion (market expectations were around $35.4 billion), a staggering year-over-year increase of 346%; GAAP net profit at $28.243 billion, up nearly 15 times year-over-year; adjusted earnings per share at $25.11.
Exceeded expectations by a mile, and Q4 estimates are hitting $50 billion.
$MUB

I've been seeing a lot of folks saying BTC and ETH are legacy assets?
$ETH

Current Strong Comparison:
Semiconductor industry innovations: 2nm silicon transistors, 20-layer stacked HBM, optical communication, glass substrates, chipletization, advanced packaging.
Now let's look at crypto innovations: RWA public chains, DeFi public chains, privacy public chains, perp DEX, memeA, memeB, memes....
$NVDAB

US stocks are tanking before the open, and Bitcoin is following suit. Right now, when US stocks are up, you're all in, but as soon as they start to pull back, you're right there. Bitcoin just can't seem to gain any traction, it's a total dud.
$BTC

Ouch, Bitcoin's market cap has dropped out of the top 10, now sitting at 18th place, overtaken by SK Hynix and about to be passed by Micron. Come on, Bitcoin, if you don't step it up, you might fall out of the top 20! Remember, you used to be a top 10 player.
$BTC

In three days, Micron is dropping its earnings report - a big test. If the report doesn't exceed expectations, Micron could be in trouble, especially since the stock has already surged from its last earnings report, jumping 450-1200, nearly tripling. This time, the Q3 earnings are projected at $35 billion, up from $20 billion in Q2, representing a 3.97x growth (by Q3 2025 it's estimated to be $8.8 billion).

Right now, it seems highly likely to meet expectations, but the current stock price has already baked that in. Last time, after the earnings drop, it plummeted for several days, from 450 to 320, and then rallied strongly.

Will we see a repeat of positive news turning into negative vibes? After all, while revenue has grown 4x, the stock price has shot up 10x! 😂
$MU

Recently, SOL's performance has clearly outshined Bitcoin, mainly due to Morgan Stanley submitting a low-fee ETF for SOL and introducing staking features.
Firstly, the staking annual yield for SOL is a solid 6%, and the Morgan consortium is larger than previous ETF firms, with expectations to get approved by the end of this year.
Currently, SOL is looking pretty good, being a representative of high-speed blockchains, and its ecosystem is developing well. Don't even think about bottom-fishing SOL at 10-20; that's just a pipe dream. You know that 10-20 SOL is a sweet spot, but which ETF investors in the U.S. are going to be foolish enough to let you bottom-fish? Are they going to buy themselves?
In the financial market, it's best to think of yourself as the fool and everyone else as the smart ones.
$SOL

A lot of folks have been asking if we can short RE lately. After doing a bit of digging into the RE project, there’s definitely something to talk about. This project is in the reinsurance game, which is basically insurance for insurance—almost a guaranteed win, unless we hit an apocalypse.
Right now, the stablecoin issuance has reached 270 million, while the global reinsurance market is in the trillions. They’re bringing reinsurance profits onto the blockchain, so they’ve got real revenue.
The model is kinda like a mix of Pendle and ENA.
The investors are also insurance institutions. Currently, the FDV is 900 million, comparing to ENA's FDV of 1.3 billion and a TVL of 4.8 billion. It's a bit overvalued, mostly because it just launched. RE's TVL might still grow, so the market might still be overestimating it. The next big unlock is set for October.
So in the short term, it’s not really a good time to short. This project is way better than a lot of the trash in the crypto space. Remember, ENA had a strong initial pump when it launched too.
$RE

A lot of folks are saying that the Ethereum Foundation has stopped caring about Ethereum, that Vitalik has made his money and is no longer focused on it, and that Ethereum is doomed.
But Ethereum has consistently stuck to its original vision, building a fully decentralized infrastructure for all these years without changing course.
That's what we call staying true to your roots; how many people and projects can keep their original vision after finding success? Not many.
$ETH

From the BTC weekly and monthly charts, we've hit the lower Bollinger Band. Previously, we typically saw a rebound from the monthly lower band into a bull run. Looking at the timeline, we've been in this drop for 9 months—almost a year now—and this latest drop has been noticeably faster than before. It's highly unlikely we'll experience a bear market lasting over a year.

On the macro front, clear legislation is on the horizon, and U.S. stocks are likely to improve moving forward. In the second half of the year, we can't expect an AI bubble to inflate, plus with inflation recovering post-ceasefire, the Fed might cut rates, which seems probable. Walsh is definitely leaning towards the bullish side.

And let's not forget the bigger narrative: Bitcoin's halving in April 2028.
$BTC

A rare phenomenon in 10 years, is this semiconductor rally hitting its peak?
Currently, residential deposits in the East have actually dropped by 2 trillion, while the Q1 report showed a year-on-year increase in residential deposits for Q1, meaning the semiconductor market is way too hot right now. New accounts in the big A have surged by 10 million, and retail traders in the East are all diving into the big A to trade, it's absolutely wild 😂.
$NVDAB