A Fan范局观察

Are you ready? The black swan is about to arrive! From "firmly not selling" to "selling coins to pay off debts," this is not only MicroStrategy's first stance reversal in six years but also signals that the era of institutional coin hoarding is entering a harsh defensive period where "cash flow is king." $BTC $ETH $DOGE #Coinbase-Q1净亏损近$4亿 #Saylor拟出售BTC以支付股息 #CLARITY法案最早下周进入审议

$LAB Major Warning! ZachXBT officially declares war! A $10,000 bounty is offered for insider evidence from founders and exchanges—chat records, contracts, passport information. Once confirmed, the truth about market manipulation will be fully exposed. Insider address opened positions at $0.2, precisely cashed out $1.13 million at the top, the current sideways trading at $4.50 is just a distribution cover. The peak unlocking in June is imminent, with a sharp increase in real circulating supply, posing a huge risk of a stampede. Apparent locked tokens at 76%, but actual tradable chips are very low. Once panic selling occurs, a stampede is inevitable. $BTC $ETH $SOL #Saylor拟出售BTC以支付股息 #CLARITY法案最早下周进入审议 #Coinbase-Q1净亏损近$4亿

US-Iran Clashes: Trump Says Ceasefire Still Effective Recently, clashes occurred between the US and Iran in a localized area of the Middle East, drawing international attention. Former US President Trump stated that the ceasefire agreement between both sides remains effective. The US will continue to monitor the situation and seek to avoid escalation through diplomatic means. Analysts point out that although the ceasefire is still in effect, regional tensions persist, and any misjudgment could trigger new conflicts. The international community calls on all parties to exercise restraint and resolve disputes through negotiations to maintain security and stability in the Middle East. $BTC $ETH $TON #美伊交火：特朗普称停火仍有效 #在OKX交易美股：三大独角兽永续合约已上线 #Coinbase-Q1净亏损近$4亿

Expected accompanying corporate executives include: * NVIDIA CEO Jensen Huang * Apple CEO Tim Cook * ExxonMobil Chairman Darren Woods * Boeing President Kelly Ortberg * Qualcomm CEO Cristiano Amon * Blackstone Founder Stephen Schwarzman * Citibank CEO Jane Fraser * Visa CEO Al Kelly McLenney The gathering of these tech, energy, and financial giants highlights the significance and influence of the China visit. $TON $SOL $TON #在OKX交易美股：三大独角兽永续合约已上线 #美伊交火：特朗普称停火仍有效 #Coinbase-Q1净亏损近$4亿

Bitcoin hovered around $81,000 last night with very little movement and almost no clear direction. However, the bears suddenly gained momentum, increasing volume to push the price down sharply, causing a rapid weakening of the market and a one-sided decline that directly broke through the $80,000 psychological level. Currently, the price is consolidating around $79,300. In the short term, the overall sentiment is weak, so bulls need to be cautious. $BTC $ETH $TON #美伊交火：特朗普称停火仍有效 #Coinbase-Q1净亏损近$4亿 #Saylor拟出售BTC以支付股息

BTC short-term top signal remains! After breaking through 82K, institutions massively sold call options, building resistance above. The downside support has withdrawn, and put selling has rapidly shrunk to 9.15%. Price hit a new high, but the 1-day ATM IV dropped 3% against the trend, the market refuses to pay a premium above 82K. The long momentum has substantially exhausted. At the 82K level, short-term bulls need to be cautious! $BTC $ETH $SOL #Saylor拟出售BTC以支付股息 #美伊接近停战MOU：双方表态分歧 #FOMC前瞻：BTC多头大举建仓

Elon Musk on Taxes: I Will Pay Trillions in Taxes Recently, Musk publicly addressed his tax situation, showcasing his "contribution" to the treasury with a series of astonishing figures. • Musk stated that he once paid over $10 billion in taxes in a single year, claiming to be the person who paid the most taxes in a single year in history. • He explained that whenever he exercises and sells stock options, the combined federal and state income tax rate can be as high as 45%. Even after moving, he still has to pay taxes to California for every day he stays there. • In addition to income taxes during his lifetime, he pointed out that his estate will be subject to a 40% inheritance tax after his death. • Overall, Musk believes the total amount of taxes he will pay over his lifetime will reach trillions of dollars. Through these figures, Musk directly responded to external accusations of "tax avoidance," emphasizing that he is not only the richest person in the world but also the largest taxpayer globally. $BTC $TON $ETH #Saylor拟出售BTC以支付股息 #OpenAI前CTO指证Altman撒谎 #AI重构行业格局进行时

If you had 1 million 10 years ago and bought different assets, how big is the gap now? 1. Nvidia: 200 million 2. Tesla: 25 million 3. Apple: 10.6 million 4. Moutai stock: 6.5 million 5. Nasdaq 100: 5.5 million 6. Nasdaq Composite Index: 4.6 million 7. Gold: 3.9 million 8. First-tier real estate: 2 million (1.8-2.2 million) 9. CSI 300: 1.6 million (1.55-1.65 million) 10. Government bonds: 1.33 million (1.32-1.35 million) 11. Bank deposits: 1.3 million 12. Third- and fourth-tier real estate: 950,000 (900,000-1 million) 13. Steel stocks: 900,000 (800,000-1 million) 14. P2P: 0 The same amount of money, different assets, the gap is surprisingly huge. $BTC $ETH $TON #Saylor拟出售BTC以支付股息 #在OKX交易美股：三大独角兽永续合约已上线 #美伊接近停战MOU：双方表态分歧

Just checked the $BTC CME gap, and the position has basically been filled. The higher the market goes, the more selling pressure and short users there are. The spot and contract CVD are currently showing outflow, coupled with the risk that the CME gap has been filled, if it cannot break through 84k in one go in the short term, this rally will most likely end. Since breaking through 80k, almost all liquidity above has been short. Rising → liquidation → pullback is the norm. If the market is strong, it may still surge to test 84k again (provided MicroStrategy still has buying support). Today's focus is on the 80k support: * If support holds, bulls still have upward momentum * If support fails, the downside may reach 77k $BTC $ETH $TON #Saylor拟出售BTC以支付股息 #在OKX交易美股：三大独角兽永续合约已上线 #美伊接近停战MOU：双方表态分歧

Why is Anthropic partnering with Musk? Chamath's prophecy, fully agreed upon by Musk: OpenAI's revenue falls short of expectations because the fundamental reason is a severe global shortage of computing power. Many computing power projects are announced with much fanfare, but less than half are actually implemented, with approval processes stalling progress. Meanwhile, Musk's Grok + SpaceX possess abundant surplus computing power. From Musk's perspective, this is the best opportunity for a major market push $BTC $ETH $ZEC #Saylor拟出售BTC以支付股息 #在OKX交易美股：三大独角兽永续合约已上线 #美伊接近停战MOU：双方表态分歧