夏木KRIS
夏木KRIS
全市场分析，不受局限 提供真正有价值的投资建议
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I have always been committed to sharing trading knowledge to help everyone avoid high-risk trades and investment scams. All guidance is completely free, with no charges. I do not belong to any company, organization, or platform, have no partners, no groups, and will never ask anyone to transfer money to me.
I always advise everyone to keep their money in their own accounts, learn independently, and make their own judgments. When the market declines, you can focus on coins with real projects and long-term value, buy rationally, and sell at the right time after reaching profit targets.
Sharing knowledge is done out of goodwill, with no expectation of return. Protecting your own funds is more important than anything else.
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What supplements do super individuals need?
(Deep research version)
My stack is:
Anti-aging + High energy + Improve sleep quality + Build lean muscle strength
Basic foundation:
High-dose multivitamins
Fish oil Omega-3
D3 + K2
Nervous system & sleep:
Magnesium glycine
Anti-aging and antioxidant:
GlyNAC (NAC + Glycine) + Ergothioneine
Mitochondria & energy:
Coenzyme Q10 + PQQ
Brain & physical performance:
Creatine 5g
Core logic: supplement the foundation → antioxidant → repair mitochondria → enhance long-term energy and performance.
Also suitable for crypto community
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In the era of information transparency, is it really harder for financial crises to occur?
The reason past financial crises were easily brewed was largely due to slow information dissemination. Underdeveloped communication and low market transparency meant that information was held by only a few for a long time. Many risks could accumulate within the system for years, while most market participants remained unaware. By the time the problems truly surfaced, the market often had no time to react, panic spread rapidly, and it eventually evolved into a systemic crisis. Today's environment is completely different. Smartphones, the internet, and real-time information allow information to spread almost instantly worldwide. Macro data, policy changes, and market price fluctuations can all be captured by the market within seconds. Many localized risks are reacted to by the market before they have a chance to expand. From this perspective, the traditional type of financial crisis that relies on delayed information accumulation has indeed become harder to form. But things are not that simple. More information does not equal more understanding. When information spreads extremely fast, the market is also more easily surrounded by noise. True and false news mix, emotions spread faster, and market reactions are often amplified. Short-term panic, concentrated sell-offs, and instant liquidity contractions occur more frequently in modern markets. The early stage of the 2020 pandemic is a typical example. The U.S. stock market triggered four circuit breakers within just one month. It was not that the economic fundamentals suddenly collapsed within weeks, but that the market quickly formed a consensus panic under intensive information shocks. When everyone reacts in the same way simultaneously, market volatility is extremely amplified. A deeper problem actually comes from the increasing complexity of the financial system itself. The 2008 financial cri
The South Korean stock market suddenly surged!
On October 27, the South Korean KOSPI index rose by more than 4%, and Japan's Nikkei index also increased by about 1.9%.
Interestingly, global semiconductor stocks had just experienced consecutive sell-offs recently, but now Asian tech stocks are leading a significant rebound.
This rally is related to improved AI investment sentiment brought by Anthropic's upcoming IPO.
South Korea's stock market itself has many semiconductor companies, and the performance of companies like Samsung Electronics and SK Hynix is easily influenced by global AI capital expenditure expectations.
I believe this rebound is worth paying attention to.
If South Korean semiconductor stocks continue to strengthen for several trading days, the US tech sector may also gain more support.
However, a single-day 4% rise is not enough to prove that the previous correction has ended. $KORU $BTC $ETH
Bitcoin may still experience a big swing this week!
$BTC has been struggling repeatedly around $80,000 recently. It barely rebounded to $84,600 earlier, only to fall back to the starting point.
According to the latest market reports, about $11 billion worth of Bitcoin options will expire this Friday.
What's more troublesome is that the Federal Reserve will announce its interest rate decision on Wednesday, followed by US GDP and PCE inflation data on Thursday.
Several important events are all concentrated in the same week.
What worries me most now is that after BTC oscillates repeatedly around $80,000, a sharp drop might suddenly occur.
If it can stabilize above $82,000 again, there is a short-term chance to challenge $84,000 once more.
But if $80,000 continues to be breached, it may have to retest $76,000 next.
I will be especially cautious with contract leverage these days. $BTC $ETH $ZEC
$META has really gone crazy this time!
According to the latest news on October 26, $META plans to raise up to $95 billion through stock financing to continue expanding its AI infrastructure.
Of this, $35 billion will be raised through the issuance of common and preferred shares, and another $60 billion is planned to be raised through subsequent stock issuances.
Even more astonishingly, $NVDA, $AMD, and Broadcom are all interested in participating.
Meta's free cash flow turned negative in the third quarter, consuming $2.12 billion in a single quarter, but the company is still prepared to continue investing huge sums to build data centers.
Now, a very special phenomenon has appeared in the AI industry.
Tech companies spend money to buy chips, and chip suppliers may in turn invest in these customers.
When funds start circulating within the AI industry chain, how should Wall Street truly evaluate the real demand of these companies?
A company has already bought nearly 5% of the global Ethereum supply!
BitMine announced its latest holdings today, with $ETH amounting to 6.05 million coins, accounting for about 4.95% of the total Ethereum supply.
What does this mean?
A publicly listed company holds ETH close to one-twentieth of the entire circulating supply on the network.
Moreover, BitMine is still buying, having added about 10,452 $ETH in the past week.
At the same time, the company has repurchased approximately 22.9 million shares of stock this year.
But I think there is a question worth studying here.
As more and more ETH concentrates on the balance sheets of a few listed companies, changes in ETH prices will no longer only affect on-chain investors but will also directly impact these companies' valuations and financing capabilities.
If ETH rises again, these companies could see significant asset appreciation; but if prices continue to fall, the risks will also be amplified.
Ripple has recently formed new institutional partnerships!
On October 26, Aviva Investors announced a collaboration with Ripple to launch tokenized fund shares on the XRP Ledger.
Notably, this involves traditional asset management business rather than simply issuing a new cryptocurrency.
For asset management companies, tokenizing fund shares has the potential to improve asset registration, transfer, and settlement processes.
However, this does not mean that all the fund's assets will be directly moved onto the XRPL, nor does it imply that institutions need to purchase large amounts of XRP.
I have always believed that whether XRP can achieve a higher valuation in the future depends not only on how many partners Ripple signs.
More importantly, it depends on how much actual trading, fund settlement, and network usage these partnerships ultimately bring.
Banks and asset management institutions willing to test XRPL is a positive signal, but moving from partnership announcements to large-scale application still requires time. $XRP $BTC $ETH
South Korean cryptocurrency investors might be able to breathe a sigh of relief again!
According to the latest report on October 26, South Korea is considering a fourth postponement of the cryptocurrency investment income tax, potentially delaying its implementation until 2029.
This matter is actually quite noteworthy.
South Korea has always been a very active market for global crypto trading, but the tax system on individual investment gains has already experienced multiple delays.
Regulators need to address not only the tax rates but also the declaration of assets on overseas exchanges, cost calculations, and data verification between different trading platforms.
If this delay really extends to 2029, it is certainly good news for individual investors in South Korea.
However, a tax delay does not equal regulatory relaxation, nor does it necessarily mean the market will rise.
What I am more concerned about is whether South Korea will use this opportunity to establish a more complete crypto asset tax and trading regulatory system in the future. $KORU $BTC $ETH
Ethereum $ETH has another important upgrade postponed!
The Glamsterdam upgrade, originally scheduled for October 26 on the Hoodi testnet, has been delayed by the development team.
The reason is that security researchers found that some adjustments to the Gas mechanism might affect the security of existing smart contracts when transactions fail.
The proposals involved include EIP-8037 and EIP-8038.
This is noteworthy because to improve execution efficiency in the future, Ethereum must continuously adjust the underlying protocol.
But every time the Gas rules are modified, it may impact a large number of already deployed smart contracts.
The development team chose to address potential risks first before advancing the testing.
I think this is much more reasonable than forcing a launch just to meet deadlines.
However, Glamsterdam was originally planned to advance before the end of the year, and if the testnet issues cannot be resolved promptly, the mainnet upgrade schedule may also be affected.
For ETH, the technical roadmap remains important, but the upgrade progress and actual network usage also need continuous verification.
It's over, Bitcoin $BTC failed to hold $80,000!
$BTC fell below $80,000 again today, and $ETH also dropped to around $2,300.
Just a few days ago, BTC had rebounded to $84,600, but in just a few days it fell back to the starting point.
The most troublesome thing is that this time the market not only lacks buying pressure, but the macro environment has not improved either. $ZEC
The US 10-year Treasury yield remains close to 5%, oil prices stay around $115, and the probability of the Fed raising rates again in December has reached about 80%.
In this environment, it is very difficult for funds to re-enter the crypto market on a large scale.
What I worry about most now is that BTC will not quickly recover after falling below $80,000.
If it can't hold $78,000 next, $76,000 may soon come back into our view again.
Elon Musk has made a big move again this time!
According to the latest news, SpaceX has completed $40 billion in debt financing, with the funds to be used for GPU-related infrastructure.
What does $40 billion mean?
This is no longer the financing scale of an ordinary tech startup, but a huge capital investment that large enterprises are willing to make to compete for AI computing power.
In the past, the AI industry competed over who had better models; now it increasingly looks like a competition over who can secure more GPUs, electricity, and data center resources.
But I think there is a warning sign here.
When tech giants all start relying on massive financing to expand computing power, if future AI revenue growth cannot keep up with capital expenditures, the entire industry chain may face a revaluation.
Elon Musk is obviously still doubling down, but Wall Street has already begun to worry about AI investment returns.
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