永恒牛市-牛市开空

Is this wave more long or short? If it holds above 78,000, it will push to 80,000. BTC can still test above 78,000 in the short term, but it’s not a one-sided strong attack now; it looks more like a high-level tug after a correction. Price is around 77,915, with a 24-hour increase of 0.63%, a high of 78,161.5, and a low of 76,588.0. This round pulled back from 76,858 to near 78,000, indicating that support at the low level still exists, but there hasn’t been a volume breakout above. In the 15-minute structure, MA5 is at 77,947, MA10 at 77,918, and MA20 at 77,735. Price is running close to MA5 and MA10, so short-term strength remains. However, if it can’t firmly hold 78,000, it’s likely to return to oscillate between 77,600 and 77,800. Next, focus on three key levels: Whether 78,000 can hold. Whether 78,161 can be broken. Whether 77,500 can be defended. As long as 77,500 doesn’t break, BTC can continue to be viewed as oscillating with a slight bullish bias. If it falls below 77,300, the quality of short-term recovery will decline. If 76,588 is broken, this rebound basically fails. On the macro side, pressure remains. The 30-year US Treasury yield has risen to 5.18%, near the highest level since 2007; high long-term rates will continue to suppress risk asset valuations. So BTC can’t just rely on sentiment within the crypto circle now. As long as US Treasury yields keep pressure, both US stocks and crypto assets will face valuation pressure. The AI dual giants line is also very important. Nvidia’s latest earnings exceeded expectations, with revenue up 85% year-over-year to $81.62 billion; next quarter’s revenue guidance is also higher than expected, but the after-hours stock price still slightly pressured, indicating that capital has started to pick valuation quality. If AI and semiconductors continue to stabilize US stock risk appetite, BTC has a chance to follow the recovery. If AI benefits are realized and then retreat, BTC may also be dragged back into the oscillation zone. The Samsung line needs an update. Previous negotiation breakdown indeed triggered large-scale strike risks, but the latest news shows Samsung’s union has reached a temporary wage agreement with management; the originally planned 18-day strike is postponed, still pending union member vote confirmation. This means chip supply chain risks have eased in the short term, and capital attention may continue to stay on AI and US tech stocks. My judgment is straightforward: BTC is now oscillating with a slight bullish bias, and the core focus is 78,000. Hold above 78,000, continue to look for upward recovery. Break 78,161, short-term sentiment will strengthen. Break below 77,500, be cautious of returning to oscillation. Risk warning: This article is for crypto market information analysis only and does not constitute any investment advice. Digital asset prices fluctuate greatly, and market risks are high. Please make independent judgments and decisions based on your own risk tolerance. #美债利率近19年新高：风险资产全线承压 #在OKX交易美股：AI双雄押哪边？ #三星谈判破裂：史上最大规模罢工确定启动 $ETH $ZEC $SOL

Can you hold on? I can hold on! Can you hold on? Even if you can't, you have to hold on ZEC still has short-term corrective momentum, but the 670–690 range has already started to face selling pressure, so it can't be seen as rising without resistance. This round has pulled from around 580.35 all the way up to 689.15, now back to 666.42, with a 24-hour increase of 5.21% and a trading volume of about 1.164 billion USDT. The gains remain, but the price has fallen back below MA5, MA10, and MA20. In the 15-minute structure, MA5 is at 671.87, MA10 at 672.53, and MA20 at 671.52. This indicates the short-term trend is not bad but is entering a digestion phase after the surge. Next, focus on 670–672. Only by regaining this level does ZEC have a chance to retest 689. If it can't hold, the price will likely oscillate around 650–670 first. Below, 650 is the first support; if broken, watch 630, and further down is the 575–580 area. ZEC's strength this round is driven not only by market funds but also by eased regulatory pressure. Previously, the Zcash Foundation disclosed that the SEC has ended its related investigation and did not recommend enforcement actions, effectively removing some long-standing regulatory risks hanging over privacy coins. However, the macro environment is not easy. The 30-year US Treasury yield has risen to 5.18%, the highest since 2007; rising long-term rates will suppress risk asset valuations. So although ZEC has an independent narrative, if BTC and US stock risk appetite weakens, it will be difficult for ZEC to rally independently. #在OKX交易美股：AI双雄押哪边？ This theme will continue to divert funds. Nvidia's latest earnings exceeded expectations, with revenue up 85% year-over-year to $81.62 billion, indicating AI remains strong, but the after-hours reaction is not overly exuberant; funds have started to scrutinize valuations and future growth quality. If AI continues to attract capital, privacy coins like ZEC may not be the first choice. If AI faces high-level divergence, funds might return to crypto internally to seek privacy, regulatory relief, and restoration of established narratives. The Samsung situation also needs dynamic monitoring. Earlier negotiation breakdowns raised fears of large-scale strikes, but the latest news shows Samsung's union has postponed the planned 18-day strike and reached a temporary wage agreement with management, pending union vote confirmation. This means short-term chip supply chain risks have eased, and AI trading attention may remain focused on US tech stocks. My judgment is: ZEC is currently in a strong consolidation after a surge. Holding above 672 means continuing recovery. Breaking through 689 means reopening the upside space. Breaking below 650 means short-term heat cools down. Risk warning: This article is for crypto market information analysis only and does not constitute any investment advice. Digital asset prices are highly volatile, and the market carries high risks. Please make independent judgments and cautious decisions based on your own risk tolerance. #美债利率近19年新高：风险资产全线承压 #在OKX交易美股：AI双雄押哪边？ #三星谈判破裂：史上最大规模罢工确定启动 $BTC $ETH $SOL

Can PROS continue to rise unilaterally? This round has surged from 0.5965 all the way to 0.6909, now returning to around 0.6794, with a 24-hour increase of 11.55%. The trend remains strong, but short-term trading has already started to rotate at the high level. In the 15-minute structure, MA5 is at 0.6802, MA10 at 0.6654, and MA20 at 0.6517. The price is close to MA5 and still clearly above MA10 and MA20, indicating the short-term trend is intact. However, 0.6909 is the current first resistance. Only if there is a volume breakout can PROS have room to continue climbing. If it fails to break through, the price will most likely return to the 0.665–0.680 range for digestion. Focus on 0.665 below. If this level holds, funds are still present. Breaking below 0.6517 will significantly reduce short-term strength. PROS is not an ordinary sentiment coin. According to the OKX announcement, PROS is the native token of Pharos, which positions itself as an inclusive financial Layer1 aiming to build convenient, compliant infrastructure and bring real-world assets on-chain. This narrative relates to the current macro environment. US long-term Treasury yields have surged to nearly a 19-year high, with the 30-year Treasury yield once rising to 5.18%, putting pressure on risk assets overall. In this environment, small-cap coins cannot continue to rise just by looking good in gains; they must have a clear narrative and sustained transaction support. #在OKX交易美股：AI双雄押哪边？ This line will divert funds. If funds continue to chase Nvidia, AI, and semiconductors, US tech stocks will absorb some liquidity. If the AI main line faces high-level divergence, funds may turn back to on-chain finance, RWA, and compliant infrastructure directions, making PROS more likely to continue gaining attention. The Samsung line also needs updates. Previously, the breakdown in negotiations indeed triggered concerns about a large-scale strike, but the latest news shows that the Samsung union has postponed the originally planned 18-day strike and reached a temporary wage agreement with management, pending union vote confirmation. This means short-term chip supply chain risks have eased, and AI trading attention may continue to stay on US tech stocks. My judgment is: PROS is currently relatively strong but approaching short-term resistance. Holding 0.665 means continuing to see strong consolidation. Breaking 0.6909 will trigger a new round of upward attack. Breaking 0.6517 will cool down short-term heat. Risk warning: This article is for crypto market information analysis only and does not constitute any investment advice. Digital asset prices fluctuate greatly, and market risks are high. Please make independent judgments and cautious decisions based on your own risk tolerance. #美债利率近19年新高：风险资产全线承压 #在OKX交易美股：AI双雄押哪边？ #三星谈判破裂：史上最大规模罢工确定启动 $BTC $ETH $ZEC

Will today be a miraculous day? After today, it will be hard even to eat. ETH can still continue short-term recovery in this round, but until it breaks above 2,148, don’t treat it as a new strong trend yet. The price pulled back from around 2,112 to 2,143, a small 24-hour increase of 0.37%, with a high of 2,148.57 and a low of 2,102.21. The increase is not large, but it’s more stable than previous rebounds, mainly because the price has climbed back above the short-term moving averages. In the 15-minute structure, MA5 is at 2,137.61, MA10 at 2,131.86, and MA20 at 2,131.31. The current price is above all three moving averages, indicating that short-term bulls have regained some initiative. Next, focus on the 2,130–2,138 range. As long as this range holds, ETH still has a chance to test 2,148–2,150. If it breaks above 2,150 with volume, the market will look again toward the 2,180 area for recovery space. If it falls below 2,130, the short-term will return to consolidation; if 2,102 is broken, this rebound is basically invalid. ETH’s fundamentals haven’t changed; the core remains Layer2, staking, DeFi, stablecoins, and on-chain settlement demand. But the market now is not only watching the Ethereum ecosystem. US Treasury yields are high; the 30-year Treasury yield once rose to 5.18%, the highest since 2007. High long-term yields suppress risk asset valuations. This is not easy for ETH. Because ETH is not a pure safe-haven asset; it depends more on risk appetite, on-chain activity, and whether capital is willing to continue valuing ecosystem assets. #在OKX交易美股：AI双雄押哪边？ This line will also divert funds. Nvidia’s latest earnings exceeded expectations, with revenue up 85% year-over-year to $81.62 billion, and next quarter’s revenue guidance also above expectations, but the after-hours stock price did not surge, indicating that capital is starting to focus on valuation and growth quality. If AI and semiconductors continue to attract funds, ETH may follow risk appetite to recover, but it may not be the strongest main theme. If AI earnings optimism diverges after realization, capital may return to mainstream crypto assets like BTC and ETH. The Samsung negotiation breakdown affects the chip supply chain and AI trading sentiment. Reports say Samsung’s labor negotiations broke down, with a strike plan involving over 40,000 employees lasting 18 days, mainly in chip manufacturing departments. If chip supply chain disruptions expand, US stock AI volatility will increase, and ETH will be affected by risk appetite transmission. My judgment is: ETH is currently short-term recovering but not fully strong yet. If 2,130 holds, continue to watch for recovery. If 2,150 breaks, rebound quality improves. If 2,102 breaks, short-term turns weak again. Risk warning: This article is only an analysis of the crypto market information and does not constitute any investment advice. Digital asset prices fluctuate greatly, and the market risk is high. Please make independent judgments and cautious decisions based on your own risk tolerance. #美债利率近19年新高：风险资产全线承压 #在OKX交易美股：AI双雄押哪边？ #三星谈判破裂：史上最大规模罢工确定启动 $BTC $ZEC $SOL

This wave is set to double Grid trading is running Don't just look at the gains to chase SOPH in this round. The price pushed from 0.007541 to 0.008040, now hovering around 0.008019, with a 24-hour increase of 4.00%. This movement is relatively stable, not a single sharp spike, but a push upward along the short moving averages. In the 15-minute structure, MA5 is at 0.007990, MA10 at 0.007935, and MA20 at 0.007902. The price is still above all three moving averages, indicating that short-term bulls are still controlling the market. Next, focus on the 0.00790—0.00800 range. As long as this range holds, SOPH still has a chance to continue testing 0.008040. If it breaks above 0.00804 with volume, the short-term space will continue to open upward. If it falls below 0.00790, this rally will enter a pullback confirmation; if it drops below 0.00775, the short-term strength will be discounted. The fundamental mainline of SOPH is consumer-grade Layer2. Sophon officially positions itself as an operating system aimed at crypto consumer experience, emphasizing gaming, social, and entertainment applications, and providing native account abstraction, gas-free transactions, distribution layer, and user data capabilities. This type of project is not purely a technical narrative but focuses more on user entry points and application implementation. So whether SOPH can continue depends not just on the Layer2 label but on whether it can build real users, entertainment applications, and on-chain interactions. On the macro side, pressure still exists. The 30-year US Treasury yield has risen to 5.18%, the highest since 2007; rising long-term rates will suppress valuations of US stocks and crypto risk assets. In this environment, small-cap coins need stronger themes and more sustained volume to rise; otherwise, they are easily dragged down by market fluctuations. #在OKX交易美股：AI双雄押哪边？ This theme will also influence capital choices. Nvidia's latest earnings exceeded expectations, with revenue up 85% year-over-year to $81.62 billion; next quarter's revenue guidance also beat market expectations, but the stock price still slightly pressured after hours, indicating the market is starting to pick valuation quality. If capital continues to bet on AI and semiconductors, consumer-grade L2 like SOPH may not be the first main theme. But if the AI main theme faces high-level divergence, capital may return to crypto native application layers, making SOPH more likely to regain attention. The Samsung negotiation breakdown mainly affects the chip supply chain and AI hardware sentiment. Recent reports mention that Samsung's key labor negotiations broke down, originally facing a possible 18-day chip business strike risk; latest reports show Samsung has reached a temporary wage agreement with workers, easing strike risks. This will increase volatility in the AI main theme and indirectly affect crypto market risk appetite. My judgment is: SOPH is still relatively strong now, but it depends on whether it can break through 0.00804. Hold 0.00790, continue to expect strong consolidation. Break 0.00804, short-term continues to push upward. Break 0.00775, the rally structure cools down. Risk warning: This article is only an analysis of the crypto market information and does not constitute any investment advice. Digital asset prices fluctuate greatly, and market risks are high. Please make independent judgments and cautious decisions based on your own risk tolerance. #美债利率近19年新高：风险资产全线承压 #在OKX交易美股：AI双雄押哪边？ #三星谈判破裂：史上最大规模罢工确定启动 $BTC $ETH $ZEC

If this trade holds, it will be a fortune made Feeling great BTC is consolidating with a slight bullish bias in the short term, As long as it doesn't fall back below 77,500, there's no rush to treat it as weakening. This round pulled back from around 76,858 to 77,696, with a 24-hour small increase of 0.35%, a high of 77,830.7, and a low of 76,480.3. The gain isn't large, but the structure is more stable than before, and the price has returned above the short-term moving averages, indicating continued support at the low level. In the 15-minute structure, MA5 is at 77,592, MA10 at 77,499, and MA20 at 77,548. The current price is above all three moving averages, confirming short-term recovery. Next, the key level to watch is 77,500. If it holds here, BTC still has a chance to test 77,830—78,000. If volume breaks through 78,000, the market will resume trading mainstream assets for recovery. If it falls below 77,300, the short term will return to consolidation. The real critical support is 76,480; if this breaks, the previous rebound will be discounted again. The core pressure on BTC this time remains macroeconomic. The 30-year US Treasury yield is around 5.18%, significantly higher than the previous trading day and the same period last year, and above the long-term average. High long-term rates will continue to suppress risk asset valuations. So BTC is not just about crypto sentiment now; it depends on whether US Treasury yields continue to weigh down the US stock and crypto markets. #在OKX交易美股：AI双雄押哪边？ This theme will also affect BTC. Nvidia's latest earnings exceeded expectations, with revenue up 85% year-over-year to $81.62 billion, and next quarter's revenue guidance also above market expectations. However, the after-hours stock price did not surge unilaterally, indicating that capital is starting to be selective about valuation quality. If the AI leaders maintain US stock risk appetite, BTC has a chance to follow the recovery. But if the AI earnings boost fades and a pullback occurs, BTC may also be dragged back into a consolidation zone along with risk assets. The Samsung situation mainly affects the semiconductor supply chain. Previously, Samsung's labor negotiations broke down, raising market concerns about a large-scale strike in the chip division. Reports mention the strike plan involves over 40,000 employees and will last 18 days starting May 21. If risks in the chip supply chain continue to escalate, AI trading volatility will increase, and BTC will be affected by risk appetite transmission. My judgment is: BTC is currently in a short-term slightly strong consolidation. Holding 77,500 means continuing to watch for recovery. Breaking 78,000 opens the upper space. Breaking 76,480 means short-term weakness returns. Risk warning: This article is for crypto market information analysis only and does not constitute any investment advice. Digital asset prices are highly volatile, and market risks are high. Please make independent judgments and cautious decisions based on your own risk tolerance. #美债利率近19年新高：风险资产全线承压 #在OKX交易美股：AI双雄押哪边？ #三星谈判破裂：史上最大规模罢工确定启动 $ETH $ZEC $SOL

Can only say awesome The strong get stronger BICO is still rising in this round, but the short-term is already close to the first wave of resistance, not suitable to continue following the low-level chasing logic. From 0.02380 to 0.02623, the current price is around 0.02609, with a 24-hour increase of 6.44%. The trend is still relatively strong, but the problem is that there is already pressure above 0.0262—0.0263. In the 15-minute structure, MA5 is at 0.02593, MA10 at 0.02576, and MA20 at 0.02528. The price is still above the three short-term moving averages, indicating the bullish momentum has not been broken. Next, focus on 0.0257—0.0259. If it holds here, BICO still has a chance to continue pushing to 0.02623. If it breaks out with volume above 0.0263, short-term sentiment will continue to extend. If it falls below 0.0253, this rally will turn into a high-level pullback. BICO's core is not Meme, but Web3 transaction execution and account abstraction infrastructure. Biconomy officially positions itself as the universal execution layer for Web3, supporting gas sponsorship, cross-chain transactions, DeFi Zaps, and smart sessions for AI agents. This line connects with the current AI dual giants topic. If Nvidia continues to strengthen the AI infrastructure narrative, the market may first buy US stock AI and semiconductors; but when funds start looking for the path of "how AI agents truly execute transactions on-chain," execution layers and smart account infrastructure like BICO will be re-focused. The macro level is still under pressure. The 30-year US Treasury yield has risen to 5.18%, close to the highest level since 2007; high long-term interest rates will suppress risk asset valuations. So although BICO is strong in the short term, if BTC, ETH, or US stock risk appetite weakens, small coins are likely to be cashed out first. The Samsung negotiation breakdown mainly affects the chip supply chain and AI hardware expectations. South Korean media reported that Samsung's labor negotiations broke down, possibly triggering a strike involving more than 40,000 employees lasting 18 days, mainly in the chip manufacturing department. This will increase volatility in the AI mainline and indirectly affect funding sentiment for crypto AI and infrastructure targets. My judgment is: BICO is still relatively strong now but has reached the short-term verification zone. Hold 0.0257, continue to expect strong consolidation. Break 0.0263, then a new round of upward attack. Break 0.0253, short-term heat will cool down. Risk warning: This article is only for crypto market information analysis and does not constitute any investment advice. Digital asset prices fluctuate greatly, and the market risk is high. Please make independent judgments and decisions based on your own risk tolerance. #美债利率近19年新高：风险资产全线承压 #在OKX交易美股：AI双雄押哪边？ #三星谈判破裂：史上最大规模罢工确定启动 $BTC $ETH $ZEC

Token unlocking will definitely drive the price up I will first invest 4000 USD as the base position For ALLO, this round is expected to see high-level consolidation; before breaking through 0.089, it is not suitable to treat it as a continued rally. The price rose from 0.08367 to 0.08901, then pulled back to 0.08737, with a 24-hour increase of 2.64%. The increase is still there, but the short-term momentum has shifted from active attack to pullback confirmation. In the 15-minute structure, MA5 is at 0.08796, MA10 at 0.08776, and MA20 at 0.08683. The price has fallen below MA5 and MA10 but remains above MA20. This indicates ALLO is not yet weak, but the momentum for chasing gains is slowing down. The key level to watch now is 0.0868–0.0870. If it holds here, the price can continue to test 0.08901. If it breaks below 0.0868, the short-term will return to weak consolidation. Only a volume breakout above 0.08901 will open the next phase of upward space. ALLO corresponds to Allora, a new asset with a clear focus; OKX previously launched ALLO spot trading, and the project introduction focuses on a decentralized AI network direction. Therefore, it connects with the theme #在OKX交易美股：AI双雄押哪边？ If funds continue to bet on Nvidia, semiconductors, and US AI stocks, AI-related new coins like ALLO have a chance to benefit from sentiment spillover. However, the problem is that strong US AI stocks do not necessarily mean strong crypto AI small caps. If funds concentrate on US stock leaders, ALLO might only see short-term rotation. The macro environment also needs to be considered. The 30-year US Treasury yield is around 5.18%, higher than the previous trading day and the same period last year, and above the long-term average; high long-term rates will suppress risk asset valuations. In this environment, small-cap coin rises rely more on liquidity and theme strength; one single rally is not enough. The Samsung negotiation breakdown mainly affects the semiconductor supply chain and AI hardware expectations. Korean media previously reported that Samsung labor negotiations broke down, potentially triggering a large-scale strike involving over 40,000 employees lasting 18 days, focusing on the chip department. If concerns about the chip supply chain intensify, AI mainline volatility will increase, and AI narrative coins like ALLO will be affected by sentiment. My judgment is: ALLO is currently not weak but should be viewed as consolidating at a high level. Holding 0.0868 means the structure can continue to grind. Breaking through 0.08901 means a renewed strength. Breaking below 0.0868 will cool short-term heat. Risk warning: This article is for crypto market information analysis only and does not constitute any investment advice. Digital asset prices are highly volatile, and the market carries high risk. Please make independent judgments and cautious decisions based on your own risk tolerance. #美债利率近19年新高：风险资产全线承压 #在OKX交易美股：AI双雄押哪边？ #三星谈判破裂：史上最大规模罢工确定启动 $BTC $ETH $ZEC

Brothers, the new coin is about to be pumped and maintained CFG still has room for a short-term surge but is already close to the resistance zone, so it can no longer be viewed as a rebound from a low position. This wave has been pulled from around 0.27840 to 0.30884, now the price is at 0.30671, with a 24-hour increase of 5.98%. In the 15-minute structure, MA5 is at 0.30516, MA10 at 0.30295, and MA20 at 0.29502. The price is still above the three short-term moving averages, indicating the short-term trend has not broken yet. But the resistance between 0.30884—0.31000 is the first barrier; if the volume surge cannot break through here, it is likely to enter a high-level consolidation. Next, focus on the 0.300—0.305 range. If this range holds, CFG can continue to test 0.30884. If it falls below 0.295, the short-term strength will significantly cool down. The core narrative of CFG is RWA. Centrifuge officially positions itself as an on-chain asset management infrastructure, supporting real-world assets like funds, credit, and government bonds to be tokenized on-chain, and providing issuance, reporting, portfolio management, and on-chain transparency tools. This is also the key reason it is attracting capital attention today. With U.S. Treasury yields near a 19-year high, risk assets are under broad pressure, but the high-interest-rate environment is prompting the market to revisit "on-chain yield assets" and "tokenization of real-world assets." The 30-year U.S. Treasury yield has risen to 5.18%, the highest since 2007; the rise in long-term rates is suppressing U.S. stocks and crypto risk appetite. So CFG is not illogical, but in the short term, it depends on whether capital is willing to stay in the RWA sector. #在OKX交易美股：AI双雄押哪边？ This line will divert funds. Nvidia's latest earnings significantly exceeded expectations, with revenue up 85% year-over-year to $81.62 billion, and next quarter's revenue guidance also above market expectations, but the stock price still fell after hours, indicating the market is starting to scrutinize valuation quality. If capital continues to chase AI and semiconductors, CFG may not be the first wave main line. If there is high-level divergence in AI, capital is more likely to flow back to RWA, on-chain yields, and compliant assets. The Samsung line also needs updating. Previously, a breakdown in negotiations triggered expectations of a large-scale strike, but the latest news shows Samsung's union has reached a temporary wage agreement with management and postponed the originally planned 18-day strike; the union vote confirmation is still pending. This means short-term chip supply chain risks have eased, and AI trading attention may continue to focus on U.S. tech stocks. My judgment is: CFG is currently relatively strong but has reached a short-term verification point. Holding 0.305 means continuing to see strong consolidation. A volume breakout above 0.310 will trigger a new round of upward attack. Breaking below 0.295 means short-term strength fails. Risk warning: This article is only an analysis of the crypto market information and does not constitute any investment advice. Digital asset prices are highly volatile, and the market carries high risks. Please make independent judgments and cautious decisions based on your own risk tolerance. #美债利率近19年新高：风险资产全线承压 #在OKX交易美股：AI双雄押哪边？ #三星谈判破裂：史上最大规模罢工确定启动 $BTC $ETH $ZEC

A single sun line Thousands of troops come to meet 2Z is still rising in this round, but the short-term has already entered a high-level digestion phase, so it can no longer be viewed as starting from a low position. This wave pushed from 0.09259 to 0.10644, now the price is around 0.10480, with a 24-hour increase of 7.94%. The trend is not broken yet, but the upward chasing has begun to slow down. In the 15-minute structure, MA5 is at 0.10491, MA10 at 0.10477, and MA20 at 0.10333. The price is still above MA20, indicating the short-term trend is intact. But it is already close to MA5 and MA10, representing consolidation after a strong pull. Next, focus on 0.1033—0.1040. Holding here, 2Z still has a chance to continue testing 0.10644. If it breaks through 0.10644 with volume, short-term sentiment will continue to extend. If it falls below 0.1033, then watch for support around 0.100; if it drops below 0.100, the quality of this rally will be significantly discounted. Behind 2Z is DoubleZero, with the project’s main line leaning towards network infrastructure. Official information shows 2Z is an SPL Token issued on Solana, with an initial total mint of 10 billion tokens, used for economic circulation within the protocol. For this type of project to strengthen in the short term, it’s not enough to just look at the candlesticks; one must also consider Solana ecosystem heat, infrastructure narratives, and market risk appetite for new tokens. The macro environment is not loose now. The 30-year US Treasury yield has risen to 5.18%, near the highest level since 2007; high long-term rates will suppress risk asset valuations. So although 2Z’s market is still strong, if the overall market weakens, new tokens are likely to be cashed out first. #在OKX交易美股：AI双雄押哪边？ This storyline will also affect capital flows. Nvidia’s latest earnings exceeded expectations, with continued high growth in revenue and data center business, but the after-hours stock reaction was not overly enthusiastic, indicating the market has begun to pick valuations. If capital continues to bet on AI and semiconductors, crypto infrastructure assets like 2Z may not be the first wave of liquidity direction. If there is divergence in the AI main theme, capital may return to the Solana ecosystem, new tokens, and on-chain infrastructure. The Samsung negotiation breakdown storyline essentially affects chip supply chain expectations. Previous reports show Samsung’s talks with the union broke down, raising the risk of an 18-day major strike; the market worries about disruptions to memory chip and AI hardware supply. This will make AI trading more sensitive and indirectly affect risk asset sentiment. My judgment is: 2Z is still relatively strong now but is close to short-term resistance. Holding 0.1033, continue to watch for high-level consolidation. Breaking 0.10644 will trigger a new round of upward attack. Breaking 0.100 will invalidate short-term strength. Risk warning: This article is only an analysis of the crypto market information and does not constitute any investment advice. Digital asset prices fluctuate greatly, and the market risk is high. Please make independent judgments and decisions based on your own risk tolerance. #美债利率近19年新高：风险资产全线承压 #在OKX交易美股：AI双雄押哪边？ #三星谈判破裂：史上最大规模罢工确定启动 $BTC $ETH $ZEC