The US stock market is once again in turmoil, with the Nasdaq plunging 2.15%. But interestingly, BTC did not follow the decline; instead, it rose back above 82,000. The market has already given the answer on who the funds are choosing. Let's first look at the US stock side. Among the seven tech giants, six fell and one rose, with Meta dropping 3.72%. The worst hit was the AI infrastructure sector: CoreWeave plummeted nearly 12%, and AMD fell nearly 10%. The AI hardware and cloud infrastructure sectors are almost out of breath. Why is this happening? Just look at the news. Federal Reserve Chair Powell spoke, saying the US economy is resilient and AI investment is supporting demand. But he shifted tone, saying that long-term productivity gains do not mean short-term rate cuts, and companies must withstand the test of financing costs. In plain terms, don't expect me to ease monetary policy soon; you have to endure the high interest rates yourselves. The real thunder is on the AI financing side. Some CoreWeave bonds yield over 15%. What does this mean? It means the market is punishing these cash-burning AI companies with extremely high interest rates. Institutions worry about how your project returns, equipment depreciation, and debt maturities will match up. When financing pressure rises, tech stocks naturally collapse. Additionally, crude oil remains high, with Brent at $108 this morning. Middle East supply risks have not been resolved, so inflation cannot be brought down, which is another looming threat. Now back to our BTC. Despite the Nasdaq's plunge, BTC not only held steady but rose slightly. Although the total crypto market cap dropped 2.83%, this was mainly due to altcoins bleeding out, with money flowing into B

ZEC is currently at 1085, and I plan to place a long order at 866, with a take profit at 966 and a stop loss at 800. I won't touch it at 1085 now. This position is stuck halfway up the mountain, with a lot of trapped positions above. ZEC's market maker is aggressively shaking out positions, so entering now is very likely to get shaken out by stop hunts. 866 is the real deep water zone and also a strong support area with dense early-stage chips, the last bottom line for the bulls. Wait for the price to drop there, after panic selling is exhausted, then it's safe to go long. Calculating the risk-reward ratio: enter at 866, take profit at 966, earning 100 points. If it breaks below 800, admit defeat and stop loss, losing 66 points. Using 66 points of risk to chase 100 points of profit is a good deal, and the support level is clear, so the win rate is solid. Macro-wise, interest rate pressure remains, and the market lacks liquidity. Privacy coins like ZEC, controlled by strong market makers, find it hard to rally big when the overall market is out of money. Be patient and wait for the market to test the bottom a second time, and for ZEC to be hammered into a golden pit—that's the real opportunity. The order placement method is simple: place a long order directly at 866, enter when it hits, otherwise keep waiting. The stop loss is strictly set at 800; if it breaks effectively, it means the trend is completely broken, so unconditionally admit defeat and exit, absolutely no holding on. When the price reaches around 966, take profit in batches to secure gains. ZEC is highly volatile, and stop hunts are normal. Placing orders in the deep water zone has the advantage of not chasing highs but the disadvantage of possibly waiting forever. If the market takes off directly, this order is void, and I will never chase. In trading, it's better to miss out than to make a mistake. $ZEC #SpaceX上市后首份完整季度财报将揭晓 $B