Orbit: Crypto Community Feed

🚨 I WAS RIGHT AGAIN: DON’T BUY $SPCX YET The biggest trap may be unfolding right now. 911M new shares just hit the market — and price is still holding. Suddenly, everyone thinks the sell-off is over. But that’s exactly when you need to be careful. 👀 Here’s what could actually be happening: • Shorts are taking profits → creating a temporary bounce. • Retail didn’t get the immediate crash they expected → FOMO starts kicking in. • Unlocks rarely crush a stock in a single session → the new supply can gradually get absorbed into the market. This doesn’t necessarily mean strength. It could be the trap before the next leg down. 🎯 MY ROADMAP HASN’T CHANGED: $104 → $120 fake bounce ✅ $120–$125 rejection ✅ Aug. 6 unlock begins adding supply ✅ Break below $100 → NEXT Capitulation toward $75–$85 One thing remains true: You can’t ignore a constant wave of new supply. I’m still sitting in cash. My first buy zone remains around $85. I called the first $SPCX rally. I mapped out this decline before it started. And when I finally start buying, I’ll post it here in real time. If you’re not following yet, you might end up watching the entire move from the sidelines. 👀📉 #PayrollsDropCPIFocus #AIMemoryStressTest #SpaceXUnlockRebound

#闪迪财报双超预期，新增140亿美元回购授权 SanDisk's earnings exceeded expectations, but the stock price dropped 15%, which is confusing to me. Last night, while lying on the sofa scrolling through my phone, I saw SanDisk released its earnings report. Revenue was 8.97 billion, surpassing the market expectation of 8.48 billion. EPS was $39.25, also beating estimates. They also approved a $14 billion buyback, and with the remaining from before, the total buyback can reach $15.5 billion. The numbers look pretty good, yet the stock fell more than 15% after hours. I stared at it for a while but still didn’t fully understand. After checking around, the market is talking about the Q1 guidance midpoint of 10.3 billion, which is lower than Wall Street’s expectations. Also, the stock had risen too much, expectations were set too high, and when the results came out and didn’t seem strong enough, it got sold off. Last year it rose more than sevenfold, climbing all the way to 2300, so any slight disturbance causes people to run. Additionally, the Changxin incident is also weighing on the whole sector sentiment. The performance itself is fine; AI storage demand is still supporting it. But the valuation is too high, expectations too elevated, so any slight disappointment leads to a sell-off. Retail investors cut losses, institutions unload shares. Good performance, stock price drops,,,, #DailyOrbit

🟠 $BTC | WEAK JOBS, STRONGER BITCOIN? Bitcoin is holding around the $65K area as institutional demand improves and U.S. spot BTC ETFs extend their positive streak. The latest session brought roughly $101.7M in net ETF inflows, marking a fifth consecutive positive day. The macro backdrop has also shifted. July payrolls unexpectedly fell by 23K, a sharp miss versus expectations, while previous months were revised lower. That creates the #PayrollsDropCPIFocus setup: 📉 Weaker jobs → stronger rate-cut expectations 📈 Lower yields → potentially better conditions for $BTC ⚠️ But worsening growth → recession risk Next comes the inflation test. If CPI remains contained, markets could interpret weak employment as a stronger case for easier policy. If inflation stays sticky, the Fed may have less room to respond. Meanwhile, Hormuz remains another macro variable. Progress toward reopening the Strait has pressured oil, potentially easing inflation concerns, but the situation remains fluid. For $BTC, $65K remains an important battleground. Hold it with volume and the recovery gains credibility. Lose it and the market could return to range mode. $ETH $SOL $BNB $XRP #PayrollsDropCPIFocus #Bitcoin #Crypto #Macro #HormuzTalksAdvance

ETH/USDT Market Update & Price Prediction Current Price: $ETH 1,919.32 24-Hour Range: $ETH 1,905.30 - $1,935.32 Market Analysis Based on the Chart Short-Term Trend: Ethereum is consolidating steadily right around the $1,919 mark. Moving averages (MA5 at $1,903.31, MA10 at $1,888.87, and MA20 at $1,897.64) are starting to align underneath the price, which signals a building base after bouncing up from the June lows near $1,500 - $1,600. Support & Resistance Levels: Immediate support sits around the moving average zone near $1,880 - $1,890, with stronger structural support down at $1,737.38. Immediate overhead resistance is located near the recent July high of $1,981.26. Historical Context: Highs and Lows All-Time High (ATH): Ethereum reached its all-time high of approximately $4,953.73. Historical Lows & Volatility: ETH has endured massive cycles, dropping sharply during bear markets down to double digits or a few hundred dollars years ago, followed by aggressive recovery phases. Best Prediction Post ETH/USDT Setup & Outlook 🚀 Ethereum is holding strong near $1,919.32 following a solid recovery phase from earlier summer dips. The price action is compressing nicely above the main moving averages, which often signals that a strong move is right around the corner. Bullish Case: If bulls can punch through the local resistance wall at $1,981.26, the path opens up cleanly to retest the psychological $2,000 to $2,100 zone. Bearish Case: If buyers lose momentum and support breaks below $1,880, we could see a retest of lower support levels near $1,737. What is your ultimate price prediction for ETH in this cycle—will it break past $2,000 and run back toward its all-time high of nearly $4,954, or face more consolidation?

ok i don't get how $BRKB is defensive? Off the top of my head, 5 of their top holdings, literally 5 of the top 10 were completely smashed recently. I get his other investments, but why is this holding up when over 50% was executed? 1. $AAPL 2. $WAXP 3. $BAC 4. $OXY 5. $CVX

With only 2.6% miner signaling, BIP-110 has failed to earn broad miner support. At block 961,632, its nodes will reject non-signaling blocks. BIP-110 will then stall or fork into irrelevance while Bitcoin continues normally. Bitcoin is working as designed.

BREAKING: Senate Majority Leader John Thune has filed for cloture on the CLARITY ACT The Senate is now set up for a floor vote once they return in September. $BTC

🥇 Gold gained 7.27% this week to $4,339.75/oz, supported by weaker U.S. jobs data, lower rate-hike expectations, safe-haven demand, and central-bank buying. The key question is whether this is just an easing-driven rally or a longer-term shift into safe-haven assets. With speculative positioning already elevated, gold may have less room for disappointment. My view: macro factors remain the main driver. Not financial advice. #Gold4300EasingOrHedge #AIMemoryStressTest #OKXOrbitTopics