懂币猫
懂币猫
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#CRWV
Opened up 14%
CRWV is once again catching a ride on Nvidia's tailwind
The weekend post also reminded everyone that CRWV's technical pattern is strong, and the implementation of Dell + Nvidia + Vera Rubin is even more bullish
Next, let's see how far this tailwind ride can go
懂币猫
Michael Dell confirmed that CRWV has deployed the first batch of Dell + Nvidia Vera Rubin NVL72 AI cabinets and completed preliminary testing.
This is not the first time CRWV has taken the lead.
Last year, it was one of the earliest cloud service providers to get Blackwell Ultra, and this year it became one of the first players to deploy the Vera Rubin platform.
From a technical perspective: since its listing, CRWV has maintained a trend structure of continuously rising highs and lows.
After a rapid surge in recent weeks, it has entered a high-level consolidation phase.
This kind of movement usually represents two scenarios:
The first is that the main force is unloading.
The second is that capital is waiting for new fundamental catalysts.
The implementation of Dell + Nvidia + Vera Rubin clearly leans more toward the second scenario.
As long as it continues to hold above key moving averages and breaks through previous highs with volume, the trend still belongs to a strong upward structure.
What I find most interesting about CRWV is its development path.
Starting by serving crypto miners and later serving AI models.
The GPUs are still the same GPUs.
But Wall Street’s valuation is on a completely different scale.
Crypto community brothers, think about it: if you had switched early this year to US stocks, wouldn’t you have made money on a completely different scale?
#USStocks #DELL #NVDA #CRWV
#BTC
Bitcoin, keep pushing forward, you are destined to become the payment currency for silicon-based lifeforms in the future, conquering the galaxy alongside them.
The neighbor has hit a circuit breaker again, it's been three weeks, and you've only dropped less than 6%.
At this rate, you really are becoming an old-timer.
I feel the same way
Saw the South Korean stock market circuit-break again this morning, feels like today's trading is wasted again, and I have no idea how #MU #SNDK Micron and SanDisk will open tonight with what kind of gains
I've pretty much bought what I should, don't know what else to buy, and it's hard to chase after those that have surged too much
Truly the evil of capitalism
#MU #SNDK #ARM
Don't be swayed by others' returns
Recently, storage and chips have surged fiercely. Doubling seems just the beginning, screenshots of multiple times returns are flying everywhere. When someone posts a screenshot in the group, it's hard not to be shaken
Clearly, you are making money, your account is hitting new highs, yet suddenly you feel like a loser
This is the most tormenting part of the market:
Losing money feels bad, but making money with small gains also feels bad
#HYPE
It can be considered the most narrative-driven asset currently
撸毛小趴菜
$HYPE recent one-week fee and buyback trends are worth focusing on.
In the past 7 days, Hyperliquid's total fees were about 26.95M, with an average daily fee of about 3.85M.
This indicates that $HYPE's core narrative is not just storytelling but is supported by real trading volume and actual fees.
Specifically:
05/25: Fee 3.37M, estimated buyback 54,268 HYPE
05/26: Fee 4.34M, estimated buyback 71,131 HYPE
05/27: Fee 4.13M, estimated buyback 69,365 HYPE
05/28: Fee 4.43M, estimated buyback 74,518 HYPE
05/29: Fee 4.34M, estimated buyback 68,392 HYPE
05/30: Fee 3.18M, estimated buyback 47,891 HYPE
05/31: Fee 3.18M, estimated buyback 46,278 HYPE
7-day total equals approximately 431,844 HYPE in buyback/burn pressure.
Why did the buyback amount drop faster than the fees?
The reason is simple: $HYPE's price rose about 10% during this week. The higher the price, the fewer HYPE tokens the same fee amount can buy back.
.
So the current $HYPE trend can be summarized in one sentence:
The cash flow flywheel is still running, but short-term heat is cooling down from the highs.
As long as daily fees can stay stable above 3M+, the buyback narrative still has support;
If it climbs back to 4M–5M per day, buyback pressure will significantly increase again.
Next, I will focus on whether daily fees can climb back above $4M.
$HYPE's core logic is clear:
Real trading volume → Real fees → Automatic buyback → Supply contraction.
This is also why it differs from many purely sentiment-driven tokens.
Michael Dell confirmed that CRWV has deployed the first batch of Dell + Nvidia Vera Rubin NVL72 AI cabinets and completed preliminary testing.
This is not the first time CRWV has taken the lead.
Last year, it was one of the earliest cloud service providers to get Blackwell Ultra, and this year it became one of the first players to deploy the Vera Rubin platform.
From a technical perspective: since its listing, CRWV has maintained a trend structure of continuously rising highs and lows.
After a rapid surge in recent weeks, it has entered a high-level consolidation phase.
This kind of movement usually represents two scenarios:
The first is that the main force is unloading.
The second is that capital is waiting for new fundamental catalysts.
The implementation of Dell + Nvidia + Vera Rubin clearly leans more toward the second scenario.
As long as it continues to hold above key moving averages and breaks through previous highs with volume, the trend still belongs to a strong upward structure.
What I find most interesting about CRWV is its development path.
Starting by serving crypto miners and later serving AI models.
The GPUs are still the same GPUs.
But Wall Street’s valuation is on a completely different scale.
Crypto community brothers, think about it: if you had switched early this year to US stocks, wouldn’t you have made money on a completely different scale?
#USStocks #DELL #NVDA #CRWV
#BNB #CryptoMarket
With Binance's ongoing positive news about going public on the US stock market, BNB has broken out of the consolidation range it has been stuck in for nearly 4 months. Hopefully, this breakout will be smoother, giving bulls better profit potential.
If Binance doesn't quickly go public on the US stock market this time, given the current crypto market conditions, BNB would basically be declared "half-dead".
#USStock #AI
Jensen Huang recently said something quite harsh
He said young people should reconsider careers like electrician, plumber, technician, construction worker, and steelworker
Many people's first reaction might be:
It's the AI era, why still encourage people to do these jobs?
I was the first trader in the square to encourage everyone to trade US stocks, and everyone's first reaction was probably:
Crypto is so good, why still encourage people to trade US stocks?
Now half a year has passed......