Orbit: Crypto Community Feed
$BTC is testing $64,000 again.
The same level that has decided the short-term direction multiple times.
Lose it and sellers gain control.
Hold it and reclaim strength, and the market gets another chance at pushing higher.
This is the exact area where patience matters.
Everyone is looking for the next big move, but these are the levels that usually decide it before the breakout happens.
$64,000 is the battleground.
Let’s see who wins...
SanDisk earnings tonight, options market betting ±21% — this playbook could save your life
Brothers, there’s a big event tonight.
SanDisk will release its FY2026 Q4 earnings after the US market closes. This is not an ordinary earnings report — the company’s stock price has surged 578% over the past year. Q3 revenue was $5.95 billion, up 251% year-over-year. Gross margin exceeded 78%.
But Wall Street is never satisfied. The market expects Q4 revenue of $8.39 billion, a 41% quarter-over-quarter increase, with EPS expected at $33.01.
So what? The implied volatility from the options market is ±21%. Some data even shows ±25%.
What does this mean? When the earnings come out tonight, SanDisk’s stock could swing more than 20%. Up 20%, or down 20%.
This isn’t guessing up or down. This is a 20% volatility multiple-choice question.
Let me break down three scenarios and the corresponding plays.
🚀 Scenario 1: Big beat — revenue > $8.5 billion, EPS > $35, 2027 guidance raised again
Goldman Sachs has already raised the target price to $2200. Bank of America is even more aggressive, expecting Q4 revenue of $9.1 billion and EPS of $37. If it really hits this level, a post-market surge is very likely.
But note — SanDisk’s average volatility after the last four earnings reports was only 6.45%. This time the options market is pricing in ±21%, what does that mean?
It means the market has already priced in the words "big beat."
Chasing the rally? You can. But don’t go all in. We just saw the "good news fully priced" script play out with Intel.
⚖️ Scenario 2: In line — revenue $8.3-8.4 billion, EPS around $34, guidance flat
This is the most dangerous script.
Market expectations are already maxed out. In line = not good enough. "Pump then dump" is the standard play for this kind of earnings — a post-market spike followed by profit-taking.
If you see a post-market rally tonight, don’t be greedy. Reduce your position. Taking profits is nothing to be ashamed of.
📉 Scenario 3: Miss — revenue < $8.1 billion, or gross margin and 2027 guidance weaken
Bears have been watching this closely. SanDisk’s stock has risen nearly 30x from the bottom; any sign of weakness could trigger a 15%-25% drop, no joke.
Set stop losses. Don’t catch a falling knife.
Now about crypto.
If SanDisk beats → AI sector sentiment lifts → crypto AI tokens may follow the rally. If it misses → short-term pressure.
But remember: the correlation between crypto AI tokens and SanDisk is sentiment mapping, not fundamental mapping. Don’t treat SanDisk’s earnings as fundamental basis for crypto token issuance.
One last key date:
August 13, SanDisk Investor Day. If the stock drops after tonight’s earnings, Investor Day could be the second catalyst. If it surges tonight, Investor Day might be the second selling window.
Earnings trading is like flipping cards — you can guess, but better not go all in.
Keep half sober, half drunk.
$BTC $SNDK $SKHY #闪迪财报前夕，HBF与存储紧缺引发热议
挖矿的小羊
HBF standard released 24 hours before the earnings report: SanDisk is betting on the "next stop" for AI inference
On August 4, SK Hynix and SanDisk jointly released the first global HBF standard.
On August 5, SanDisk announced its Q4 fiscal 2026 earnings report.
This is not a coincidence.
SanDisk is declaring to the entire market: I’m not just selling NAND; I’m defining the next-generation standard for AI storage.
What is HBF? Simply put—
It aims to fill the gap between HBM and SSD.
HBM is insanely fast but expensive and has small capacity—usable for AI training but unaffordable for inference.
SSD has large capacity and is cheap but not fast enough—good for storing data, but too slow to feed data to GPUs.
HBF sits in the middle: up to 512GB capacity, bandwidth from 0.4 to 3.0TB/s, using the UCIe open interconnect standard, able to connect freely with GPUs and CPUs.
It solves the "memory wall" problem in the AI inference era—too much data, insufficient bandwidth, and high costs.
Even more importantly, this standard isn’t just for SanDisk’s own use—
It’s open to the entire industry through OCP. Google is already on board, Tenstorrent too. This clearly aims to build industry infrastructure, not to keep it closed and monopolize.
Why does this matter to us in crypto?
AI inference is the infrastructure layer for the Web3+AI track—decentralized computing power, AI agents, on-chain smart contracts all rely heavily on more efficient storage architectures. If SanDisk’s HBF succeeds, it’s like paving a wider road for the entire AI track.
But the question is—does the market believe it?
Look at SanDisk’s stock price in July: from a historic high of $2335, it dropped 47% in one month. Q3 revenue grew 251% year-over-year, gross margin 78.4%, products sold through the end of 2026—fundamentals are solid.
What’s falling is expectations.
The market is asking a painful question: how long can this AI-driven NAND boom last?
Tonight’s earnings expect revenue of $8.39 billion, a 41% quarter-over-quarter increase; expected EPS $33.01, up 43% quarter-over-quarter. The company’s own guidance is $7.75 billion to $8.25 billion.
But the market never wants just "meeting expectations."
The market wants to know: can the gross margin hold above 80%? Can 2027 guidance continue to rise? Will AI storage shortages persist beyond 2027?
The earnings report verifies current profitability.
HBF verifies future potential.
Tonight’s earnings are the report card—proving how much you earned last quarter.
Yesterday’s HBF is the future check—proving how big your hand is for the next three to five years.
SK Hynix CEO Koo Kwang-mo has already said: 2027 will be the tightest supply year in storage industry history. The three major manufacturers’ 2027 DRAM and HBM capacities are already fully sold out. For NAND, Samsung, Micron, and SanDisk’s full-year capacity is also pre-sold.
The supply-demand gap is still widening, but the stock price has dropped 47%.
What exactly is this market pricing?
Tonight’s earnings are the report card; yesterday’s HBF is the future check—what will the market price?
$BTC $SNDK $XSNDK #闪迪财报前夕，HBF与存储紧缺引发热议
There are a few interesting details about $ETH:
First, the MA60 at 1771 has clearly turned upward, indicating that the mid-term trend is actually quite healthy, meaning this rebound is not just a flash in the pan.
However, the MA120 is still high up at 1983, and the price is still some distance away from it, which means the long-term trend has not fully reversed yet.
The high point at 1981 might have been an attempt to test the long-term resistance; it didn’t break through and was pushed back.
Second, although the recent daily candles look a bit mixed with green and red, the trading volume is actually not large. The bars below are clearly shrinking compared to the big bullish candles at the beginning of July.
What does this indicate? It means that big money hasn’t really moved much at this stage; it’s mostly retail investors and natural market fluctuations causing the movement, and everyone is waiting for a direction.
Third, the 1860 area is actually quite critical.
At the end of July, there was a bearish candle that dropped down, and the lowest point seemed to be around 1860 before it was pulled back, indicating there is support here.
If this level holds, it’s very likely to test 1900 or even 1980 again later.
But if 1860 is effectively broken, then the next support to watch is the MA60, around 1770, which would mean a larger pullback.
The crypto market is entering a very different phase from previous cycles. This is no longer a market where everything rises together—capital is becoming increasingly selective.
Over the past few weeks, the macro backdrop has improved. U.S. Treasury yields have eased following softer-than-expected economic data, while expectations that the Federal Reserve will maintain a more accommodative policy path have strengthened risk sentiment. Meanwhile, Wall Street continues to push toward fresh highs, led by technology and AI-related stocks, creating a supportive environment for digital assets.
Despite the constructive backdrop, capital is far from evenly distributed.
Liquidity remains concentrated in projects with proven fundamentals, expanding ecosystems, and sustainable user growth rather than speculative narratives.
Current market leaders: $BTC • $ETH • $BNB • $SOL • $LINK • $AAVE • $ONDO • $HYPE
Projects that could benefit if market participation broadens: $SUI • $TAO • $WLD • $PENDLE • $ENA • $SEI • $KAITO • $HUMA
Institutional attention remains focused on AI infrastructure, Real World Assets (RWA), stablecoin ecosystems, next-generation DeFi, and scalable blockchain infrastructure. Investors increasingly reward projects demonstrating rising on-chain activity, sustainable revenue, and ecosystem expansion instead of short-term hype.
Meanwhile, higher-beta assets including $DOGE • $SHIB • $PEPE • $BONK • $WIF • $BEAT • $LAB • $MEME may still outperform during stronger risk appetite but will likely require fresh catalysts before reclaiming market leadership.
If inflation continues to moderate, the Federal Reserve maintains a supportive policy stance, and Wall Street risk appetite remains healthy, crypto could enter a broader participation phase. Until then, quality continues to outperform quantity, making disciplined capital allocation more important than ever.
Follow me for daily insights and the latest updates on the Crypto and Wall Street markets.
#EarningsRealityCheck
#SpaceXBeatEstimates
#FedSplitGoesPublic
$BTC $ETH $SOL
$GRVT ignites the market! Surges over 30% on the first day of listing, is the new coin's "wealth creation effect" coming?
As of today 18:08, GRVT spot price is 0.34015 USDT, with a 24-hour increase of +30.66%, and an intraday high-low volatility close to 40% (0.25833 - 0.35255)! As the No.13 new coin, its debut performance is stunning.
🚀 Market characteristics: violent surge, abundant liquidity
· Impressive volume: 24-hour trading volume reached 371 million GRVT, with a turnover exceeding 101 million USDT — for a new coin, this level of liquidity indicates extremely high market attention and enthusiastic participation.
· Strong breakout: Starting from a low of 0.258, it surged all the way to a high of 0.352. Although it has slightly retreated from the peak, it still firmly holds above 0.340, representing a typical "rally followed by high-level consolidation" pattern.
· No historical burden: As a recently launched token, there is no 7-day/30-day cycle data available, so there is no pressure from trapped positions. The chip structure is relatively clean, making it easy to be driven by short-term speculative funds.
📊 Technical analysis
· Upper resistance: The intraday high of 0.35255 is the first resistance level. If effectively broken, it could open the way to the 0.38 - 0.40 range.
· Lower support: The 0.330 - 0.340 range serves as short-term support. If broken, it may retest the 0.300 psychological level.
· Trend status: SuperTrend is not yet displayed (insufficient data), but judging from volume and price behavior, it is currently in a typical early strong trend phase.
💡 Trading strategy
1. Aggressive: If the price stabilizes above 0.340 with reduced volume, consider light positions to play for a second surge, targeting 0.352 - 0.360, with a stop loss set below 0.330.
2. Conservative: Due to high volatility of new coins, it is recommended to wait for the first pullback to the 0.300 - 0.320 range, observe the support effectiveness before making decisions.
3. Risk warning: The initial listing of new coins often comes with "emotional premium"; after FOMO sentiment fades, a sharp correction may occur. Avoid heavy chasing at highs and always set stop losses.
Bitcoin ETFs saw another +3.33K $BTC of net inflows yesterday.
The interesting part is that institutional demand is starting to return after a period of outflows.
BlackRock’s IBIT led the way with +2.68K $BTC .
Other ETFs also saw positive flows:
Fidelity FBTC: +308 $BTC
ARKB: +145 BTC
Bitwise BITB: +137 BTC
MSBT: +58 BTC
What stands out is the timing.
After the recent market weakness, Bitcoin has moved back into areas where larger investors have historically looked for opportunities to increase exposure.
Instead of stepping away, institutions appear to be using this period of uncertainty to add back into their positions.
This is also coming as broader market conditions have started improving, with risk appetite slowly returning.
Since launch, spot Bitcoin ETFs have absorbed over 646K BTC, creating a level of institutional demand that simply wasn’t present in previous cycles.
Short-term price action can distract people, but this is the type of data I’m paying attention to.
The bigger picture:
Institutions are still positioning for Bitcoin.
Watching ETF flows closely. 👀
Orbit Media Partner
Weekly Hot Project Updates: Pump fun reportedly laid off staff before unlocking, Uniswap launches token launch aggregator feature, Aave to launch Pro soon, etc. (0726–0801)
1. Pump fun 被曝在 PUMP 解锁前裁员，至少一名前员工损失七位数代币份额 Solana 生态 Meme 币发行平台 Pump fun 于今年 4 月初裁减部分员工，距离其首批 PUMP 代币解锁约两个月。至少一名前员工因此未能获得按当前价格计算价值超过 100 万美元的代币份额。Pump fun 联合创始人 Noah Tweedale 在内部会议中称，公司此前“扩张过快”。前员工还称，平台 7 月中旬再次裁员，两个月内累计超过 40 人被解雇，但相关人数尚未获独立核实，Pump fun 联合创始人未回应置评请求。 2. Uniswap 推出代币发射聚合器功能“Launches”，首批支持 Robinhood Chain Uniswap 宣布推出全新测试版功能“Launches”，作为 Uniswap Web App 的一个新标签页，旨在集中聚合并展示顶级的 Uniswap 代币发射与平台。Bankr、Pons 和 Long 等众多发射台构建者选择 Uniswap 作为其交易基础设施。该功能首先在 Robinhood Chain 上线并支持探索代币发射，未来还将接入更多网络
## Trump's Tariffs Trigger Market Turbulence, BTC Plummets Then Rebounds
The latest round of Trump's tariffs on China officially took effect this week, causing severe global market volatility. Twenty-five states jointly filed a lawsuit accusing the tariff policy of exceeding executive authority. BTC briefly plunged to $62,000 after the announcement, then quickly rebounded to $64,020, demonstrating strong resilience.
Investors.com analysis points out that BTC's V-shaped rebound amid tariff shocks validates its growing role as a macro hedge. ETH showed relative weakness, remaining stuck around $1,800, while altcoins like SOL followed BTC with modest rebounds.
## Macro Game: Dual Narratives of Tariffs + Rate Cut Expectations
Trump's tariff policy is reshaping market expectations for the Federal Reserve's path. Analysts believe inflation pressure from tariffs may delay rate cuts but could also force the Fed to act sooner due to economic slowdown risks. Inflation data before the September FOMC meeting will be a key variable.
The 25-state joint lawsuit adds legal uncertainty to the tariff policy; if courts limit the scope of tariffs, risk assets could see short-term gains. BTC's $62,000-$64,000 trading range is influenced by both macro and policy factors, and a breakout on either side could trigger directional moves.
## On-Chain Data: Shrinking Volume, Clear Accumulation Signals
Despite increased price volatility, on-chain trading volume has not expanded correspondingly, indicating the current market is driven mainly by news rather than trend-driven capital inflows. BTC exchange balances continue to decline, and the proportion of long-term holders remains stable at historically high levels, suggesting chips are shifting from short-term traders to long-term holders.
$60K put options open interest remains at $1.17 billion, but new options show a more balanced bias, with some traders starting to position for $68K-$70K call options, anticipating a possible directional breakout in late August.
## Summary
BTC shows resilience in the $62K-$64K range, and the V-shaped rebound amid tariff shocks confirms its independent asset characteristics. In the short term, focus is on whether the $64,000 resistance can hold; a volume-backed breakout could challenge $65K, while $62,000 serves as the bulls' defense line. On the macro level, the trajectory of tariff policy and September rate cut expectations are the core variables driving the next phase of the market.
Orbit Media Partner
Uniswap launches token issuance platform Pools.trade, Robinhood Launchpad ecosystem reshuffled?
Uniswap 即将在 Robinhood Chain 上推出代币发行平台。 7 月 30 日，Uniswap 在官网上线 Robinhood Chain Meme 聚合标签页 Launches，用户可在该标签页查看 Bankr、Pons、Long 等不同代币发行平台在 Robinhood Chain 发行的 Meme。作为 Robinhood Chain Meme 背后的交易基础设施，本以为 Uniswap 还在践行“克制”，不与代币发行平台争市场份额，但实际社区发现它已偷偷在“招兵买马”。 7 月 31 日，据加密 KOL「0xSLK」披露，Uniswap 正在 Robinhood Chain 开发名为Pools.trade的代币发行平台，目前官网已上线但产品尚未正式开放。Pools.trade 官网界面仅有一只在池塘旁“游戏”的青蛙及一句“Coming soon”。 「0xSLK」还发现 Pools.trade 域名注册于 2026 年 7 月 17 日，该网站还使用了 noindex 标签 ，这意味着 Uniswap 正刻意隐瞒这件事。（Odaily 注：noindex 是一个
$BTC returned above 64,000 today, but this is an oversold recovery, not a reversal.
Yesterday, after bottoming at 62,300, it quickly rebounded to above 64,000, indicating a temporary exhaustion of the bears. However, the trading volume was average, and the rebound strength was weak, representing a corrective oscillation after overselling rather than a strong reversal.
Support: 62,600 → 62,600 → 60,000
Resistance: 64,500 → 64,500 → 65,000
Core reasons:
1. Continuous net inflows into ETFs, with institutions backing with real money
On August 3-4, there were two consecutive days of 170 million net inflows, with BlackRock IBIT alone taking in 170 million net inflow, including 111 million on its own. There were zero outflow days in August—no ETF was selling. Franklin Templeton resumed buying after a 30-day pause. Institutions are accumulating against retail panic, an old script.
2. Geopolitical easing catalyzes risk appetite recovery
US-Iran ceasefire talks are progressing, raising expectations for the reopening of the Strait of Hormuz. Oil prices plunged nearly 6%, and the Dow surged 970 points to a new high. This is a typical "risk-off tide receding, risk assets recovering" scenario. However, the parties' statements are inconsistent; actual implementation is the real positive.
3. $62,600 support level defended successfully twice
On-chain data confirms: 712,000 active addresses over 7 days (3-month high), 61,800 whale transactions (5-month high). But the Stochastic indicator is at 98.23, indicating short-term overbought conditions and a non-negligible risk of chasing the rally.
4. MicroStrategy selling coins + Coldcard theft = internal selling pressure
MicroStrategy sold 1,638 BTC at an average price of 63,957, below the 75,419 holding cost—cutting losses. The Coldcard vulnerability has resulted in about 449 BTC stolen, with the fourth round of clearing still ongoing.
Snapshot at Aug 05, 2026, 10:40