LighthouseSays

$SPCX Last night to today, it continued to surge before the market opened, reaching around $228 at one point.
In terms of fundamental narrative, the main points are:
First, strong demand after SpaceX's IPO, with underwriters fully exercising the over-allotment option, further expanding the fundraising scale;
Second, the company's long-term growth story is significant, including Starlink user growth, leading position in launch services, government and defense contracts, and future potential in AI/Orbital data centers;
Third, Musk's very aggressive long-term revenue targets announced yesterday h

$SPCX Last night to today, it continued to surge before the market opened, reaching around $228 at one point before the open.
In terms of fundamental narrative, the main points are as follows:
First, demand has been strong after SpaceX's IPO, with underwriters fully exercising the over-allotment option, further expanding the fundraising scale;
Second, the company's long-term growth story is significant, including Starlink user growth, leadership in launch services, government and defense contracts, and future potential in AI/Orbital data centers;
Third, Musk's very aggressive long-term

Why is Team USA so unstoppable today?
They totally blew it—
Bought 2-1, 1-1, 1-0.
Also hedged with Paraguay to win.
In the end, everything went completely wrong.
If you’re betting on games, you’ve got to heavily position on higher-probability wins.
Just casually bet the scores to chase high odds.
Tonight: Qatar–Switzerland 0-2 or 0-3.
Brazil–Morocco 1-1 or 2-1.
#WorldCup

According to “insiders,” the $12 billion in unfrozen assets in Iran will be paid using BTC held by the Trump family.
….
Fake “insiders”
$BTC

According to "insiders," the $12 billion in unfrozen assets in Iran will be paid with BTC held by the Trump family
....
Fake "insiders"
$BTC

Recap of the crypto market:
On the macro front, the decline has slowed down.
There are expectations of de-escalation in the Middle East situation, oil prices have fallen back, and the US dollar has stabilized relatively; although US PPI remains somewhat strong overall, core PPI is below expectations, and inflationary pressure has not continued to worsen.
This environment is not a strong negative for risk assets to keep crashing, more like a pause for sentiment from panic.
But the funding environment in the crypto space has not truly turned strong yet.
BTC ETFs have still been significantly out

The SpaceX IPO just finished these days
Where will the funds that didn't get allocated go?
Flow out to go long on US stocks, gold, BTC?
There probably won't be much of a rebound in the next couple of days
Already pre-positioned long on US stocks and gold
Forget about BTC, it's a bit slow to rise
Already went long on gold early this morning
Part of the US stock contracts have been opened.
Dory
#XAU #AVGO #MU

I chose to go all-in on gold
Here, at a small level, there's a reversal structure (rebound correction)
Plan: 4080 for the initial position
4050 for adding more
Watching 4168-4208
But need to observe around 4110, I am considering moving up the cost to take the loss
$XAU