李云龙🪖

East: continuously dumping the market West: continuously pumping the market Is this some secret that can't be spoken about?

🚨 LAB/USDT｜The last frenzy of the dog whale, the short sellers' feast is about to begin Family, this round of LAB's pump has finally returned to the RAVE pattern I can understand. First, for those who haven't been watching the market, here’s the current situation: • 24-hour surge of over 35%, a violent pump • Price is now around $6, charging upwards • But open interest, funding rate, and long-short ratio all reveal the dog whale’s hidden intentions 🔍 Three details tell you the essence of this pump 1. Open Interest: Diving from a high level, the main force is pumping while running away Open interest dropped from a peak of over 27 million to less than 5 million now. While pumping, the capital is decreasing, not increasing. This is not new money entering, but the dog whale quietly selling off by riding the hype. 2. Funding Rate: About to turn negative, longs can’t hold on The latest rate is 0.005%, with multiple occurrences of negative values. This means more people are shorting the market, longs have to pay shorts, and the long positions have long lost momentum. Simply put, this pump is a short squeeze aimed at blowing up retail short positions. 3. Long-Short Ratio: 73% of accounts are short, the short squeeze script is set Short accounts make up 73.1%, longs only 26.9%, long-short ratio 0.37. When most people are bearish, the dog whale excels at reverse harvesting: first pump to blow up shorts, then flip to dump, profiting from both sides. 🎬 This is the classic three-step harvesting of the dog whale 1. Short ambush, target locked Retail traders collectively shorting, these shorts are the dog whale’s ready “harvest targets,” pumping to blow them up lets them directly eat the margin. 2. Violent pump, lure longs to take the bag Big green candles, high gains, creating the illusion that the coin is about to take off, attracting chasing retail buyers to enter. 3. Pump while withdrawing, main force exits Open interest falls instead of rising, showing the dog whale isn’t adding long positions but selling off by riding the hype. Once chips are sold, the pump naturally ends. 📌 My plan: above $10, look for opportunities to short This pump is very likely the dog whale’s last frenzy. • Target price: above 10 USDT, act when volume expands but price stagnates with a long upper wick • Position management: build positions in batches, no all-in, no holding losing positions • Risk control first: set stop losses, don’t get caught by the dog whale’s last bull trap One last word: In the futures market, when everyone thinks “the coin will keep rising,” that’s often the most dangerous time. This round, I’m siding with the shorts. lab:native #LAB

🚨 LAB/USDT | The last celebration at Dog Farm, the short sellers' feast is about to begin LAB's rally has finally returned to the RAVE mode I can understand. First, let me share the current situation for those who haven't been monitoring the market: • Directly 35%+ gains in 24 hours, aggressively driving up the market • The price is now around $6, surging all the way up • But the open interest, funding ratio, and long-short ratio all expose the little schemes of the Dog Farm 🔍 Three details reveal the essence of this wave of rallying 1. Open interest: Plunged at high levels, with the main force pulling and running at the same time Holdings have fallen from a peak of 27 million+ to less than 5 million now. While the market is being pumped, funds don't increase but actually decrease. This isn't capital entering the market; it's dog farms quietly selling off shares riding the hype. 2. Funding rate: About to turn negative, bulls can't hold on The latest rate is 0.005%, and negative values have appeared multiple times. This shows that there are more short sellers in the market, and the bulls have to pay for the bears, so the funds that went long have long run out of momentum. This rally, to put it simply, is about squeezing short positions and crushing retail investors' short positions. 3. Long-Short Ratio: 73% of accounts are shorting, so the short squeeze script is written to death Short accounts account for 73.1%, long accounts only 26.9%, and the long-short ratio is 0.37. When most people are bearish, Dog Farm is best at reverse-harvesting: first pull up short positions, then reverse and dump the market, capturing both bulls and bears. 🎬 This is the classic harvesting trilogy of the dog farm 1. Bear Position Sets Trap, Target in Position Retail investors collectively short the market, and these short positions are the "harvesting targets" ready for the dog farm. If the market is pushed to the limit and the market is destroyed, they can directly take the margin. 2. Aggressive push-up to lure the long seller to buy Strong bullish candlesticks and high gains create the illusion that "the coin is about to take off," attracting retail investors chasing high prices to enter and buy in. 3. Pull and withdraw while the main players leave The fact that the position didn't rise but actually fell indicates that Dog Farm didn't increase its position at all, but was just selling on the momentum. Once all the shares are out, the rally naturally ends. 📌 My plan: If it's over $10, look for opportunities to open a short position This rally is most likely the last celebration for the dog farm. • Target price: Above 10 USDT, only act if there is stagnation on high volume or a long upper shadow • Position management: Build positions in batches, no all-in or heavy orders • Risk control priority: Cut losses properly and don't be trapped by the last lure of the bullish seller Finally, one last note: in the futures market, when everyone thinks "coins will keep rising," that's often the most dangerous moment. This time, I'm taking the bear side. $LAB

The entire network is shouting "institutions dumping, peak and pullback," but what I see behind this round of HYPE pullback are three major events happening: Bears are being wiped out and exiting, institutions are orderly rotating their positions, and traditional financial giants are quietly entering. 1. The so-called institutional selling is actually textbook profit-taking Galaxy Digital unstaked 1 million HYPE tokens, which the market interpreted as a panic sell-off, but no one has done the math: • The holding cost was about $45.7, and at the time of unstaking, the coin price was still around $57, representing an active profit-taking after a 25% unrealized gain, not a bearish exit. • They did not liquidate their entire position, only transferred part of their holdings; the core position remains, essentially cashing in profits at a high level to make room for new capital inflows. • During the same period, HYPE ETF net inflows exceeded $100 million, indicating that holdings are transferring from early VCs to a broader range of institutional investors, with market absorption far beyond expectations. This is not institutional flight; it is a healthy rotation where old capital exits and new Wall Street funds enter. 2. Bears suffered a $29 million loss and exited, completely removing the largest source of selling pressure Loracle’s short position, built with 5x leverage, suffered a paper loss exceeding $29 million during this pullback and was likely forced to liquidate. • This was not an ordinary short squeeze but a thorough market rejection of the "protocol fee bubble theory." • As a leading derivatives DEX, Hyperliquid has already established barriers with deep liquidity and strong user retention; bears only see short-term pullbacks and ignore the project’s fundamental resilience. • Aggressive short positions were directly eliminated, significantly increasing the cost and risk of future shorting, effectively building a natural "bear firewall" for the coin price, which will greatly reduce selling pressure from future pullbacks. Bears have vanished, and the resistance to upward movement is being gradually removed. 3. Multiple visits from ICE CEO are rewriting HYPE’s valuation ceiling The real signal of market undervaluation comes from the moves of Intercontinental Exchange (ICE). The CEO of ICE (parent company of NYSE) has visited the Hyperliquid team multiple times to explore cooperation possibilities. • This means HYPE’s valuation logic is about to undergo a qualitative leap: from purely protocol fee revenue to a compliance access premium. • Once the cooperation direction is clear, Hyperliquid will transform from a challenger in traditional finance to a compliance-approved asset recognized by top institutions, opening up vast imagination space. • The current pullback looks more like the market pre-digesting this expectation, leaving room for subsequent valuation increases. 4. Summary: This pullback clears the way for the next market cycle Overall, this pullback is not the end of the market but a combination of bears exiting, institutions rotating, and new narratives warming up—a key step to clear obstacles for the next market cycle. Short-term volatility will persist, but the logic of institutional reshuffling is already taking shape, and the expectation of ICE cooperation is quietly pushing HYPE onto a higher-dimensional track. When others panic, you fear; when others don’t understand, you position. This is not the end; it is the true beginning of the big HYPE market. #HYPE回调：空头退场与机构接力同步 $HYPE

Jensen Huang's Comments on Huawei's "Tao's Law": A Great Breakthrough for Huawei, but No Short-Term Threat to TSMC The biggest recent hotspot in the semiconductor circle is undoubtedly Huawei's official release of Tao's (τ) Law and logic folding technology. After the "Trillion-Dollar Banquet" in Taipei, NVIDIA CEO Jensen Huang publicly gave the first precise and highly industry-weighted evaluation of this first independently developed fundamental semiconductor law in China: a major breakthrough for Huawei, but not a threat to TSMC. This statement seems neutral but accurately reveals the new global chip industry landscape. First, let's briefly understand what "Tao's Law" is. Against the backdrop of the traditional Moore's Law approaching physical limits and advanced processes being constrained by equipment and blockades, Huawei has broken away from the century-old path of "improving performance by shrinking line widths." Tao's Law relies on four-layer collaborative optimization of devices, circuits, chips, and systems, combined with original logic folding and 3D stacking technologies. It can increase the transistor count of chips made with mature processes by 2 to 4 times without relying on EUV lithography or pushing for extreme 2nm or 1nm processes. According to Huawei's technical roadmap, by 2031, high-end chips optimized under the Tao's Law system will have an overall transistor density comparable to the global 1.4nm advanced process level. This is also the first time in China's semiconductor history that a domestic company has defined new global chip iteration rules, completely rewriting the decades-long dominance of Western countries over fundamental industry standards. Its significance is milestone-level. Because this breakthrough has shaken the industry, Jensen Huang's public evaluation has attracted much attention. He first generously acknowledged that Tao's Law is an excellent and highly valuable technological innovation. Under external technology blockades and locked advanced processes, Huawei has forged a new high-end path for mature processes through architectural innovation, circuit reconstruction, and 3D stacked packaging—a highly valuable breakthrough in a desperate situation. But immediately, Huang pointed out the core reality: this does not constitute a threat to TSMC. The reason is straightforward: TSMC has been deeply cultivating 3D stacking, advanced packaging, and hybrid bonding technologies for nearly a decade. In other words, the 3D packaging and chip stacking route Huawei is now pushing is a core technology foundation that TSMC has long matured, mass-produced, and iterated over many years. TSMC possesses the world's top yield rates, capacity, process accumulation, and supply chain barriers—an industry fact that Huawei cannot quickly surpass at this stage. Many misunderstand this to mean Tao's Law is "underestimated," but in fact, it is quite the opposite. Huang's evaluation distinguishes between "technological innovation breakthroughs" and "industrial ecosystem advantages." The greatness of Tao's Law is not in short-term surpassing TSMC's packaging processes but in strategic redirection. In the past global chip competition, everyone was squeezing onto a single narrow bridge: competing for smaller processes, more precise lithography, and extreme physical miniaturization. Huawei's Tao's Law officially declares that in the post-Moore era, performance improvements no longer rely solely on shrinking line widths. Through logic reconstruction, system folding, and 3D integration, mature processes can still iterate high-end computing chips. This is a rule-level innovation and a breakthrough key for the entire domestic semiconductor industry. TSMC's advantage lies in engineering mass production and a decade of accumulated barriers; Huawei's breakthrough lies in fundamental theory and the iteration paradigm for the next decade. In the short term, TSMC still firmly holds the global throne of advanced packaging and high-end processes with no direct competitors. In the long term, Huawei's Tao's Law opens a new technological dimension, completely rewriting the global semiconductor competition logic. The industry's endgame is becoming clearer: Future chip competition will no longer be about who has the smaller process but who has the better architecture, stronger system integration, and higher multi-layer collaborative efficiency. Jensen Huang's seemingly calm comment actually reveals the truth: Huawei has completed a historic technological breakthrough, but industrial catch-up takes time; Tao's Law is not a disruption but the true beginning of China's semiconductor industry independently defining the rules. #Huawei #Tao'sLaw #Semiconductor #TSMC #ChipTechnology #PostMooreEra

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