Yuyue
Yuyue|Jul 30, 2026 13:44
To be honest, after MSFT's earnings report last night, I thought my judgment might have been wrong. But as of now, it seems like the Koreans didn’t push for new lows on Thursday, which should be a relatively positive signal. Plus, NBIS got lucky—despite LEOPOLD going from an AI god to a liquidation meme due to FUD, the cloud business performance helped drive things up. Both the stock and sell put positions have reached the safety zone. That said, there are only two trading days left this week. To be safe, I won’t take overly large positions at this level. The plan is still to focus on weekend strategies like playing it safe or opening positions on CEX or PerpDEX to stay flexible in case of any unexpected risks over the weekend. The native ecosystem has also been performing strongly lately. BSC launched a new stock liquidity pool called Golden Dog. I’ll keep an eye on the rotation of on-chain narratives moving forward.
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