Daniel Kim

I want to be cool

[Micro2Macr0 @Micro2Macr0]

#Bitcoin is back above the 200 moving average (Dark orange line). 🎉

This is a good sign, but Ideally I would want to see us close this week's candle above the $65,000 range to get us back above the support line (Dark green ine) that has been respected for almost 10 years.

[김오르내림 @olnlkim]

$BTC 1일봉상 존재하는 불균형을 해소하는 움직임을 기대해볼수 있습니다.

[Satoshi Flipper @SatoshiFlipper]

$ETH/usdt 1 hour

Bounced exactly where it should have 🎯

[Crypto Fergani @cryptofergani]

I can’t believe it. He was right again.

How is this even possible?

If you’re not following him by now, you must really HATE money.

[Dorkchicken @DorkChicken]

Feeling a lot of crypto‑induced stress this past week?

The best cure is to zoom out. Bitcoin has just bounced up and down in a small range so far this year, tiny in the grand scheme of things.

Avoid leverage, DCA into spot, and relax. BTC has survived far worse events and it’ll survive 2026 too.

[Rich Peter @peterli34923561]

$AXTI --- $AXTI unveiled an aggressive global capacity expansion roadmap in late May–June: by retrofitting and repurposing existing idle facilities, it will double global indium phosphide (InP) capacity by end-2026, then double again in 2027. This bold expansion directly confirms extreme order hunger from downstream AI optical module and optoelectronic computing customers.

In late April, $AXTI priced and closed a $550 million common stock public offering. Wall Street initially feared massive dilution would crash the stock, but the market quickly realized the capital eliminated funding constraints for expansion. Institutions (including E Fund, Point72, etc.) aggressively accumulated shares in Q1 and early Q2.

1.The “Material Must-Have” for AI Optical Interconnect (800G/1.6T)
As NVIDIA’s Blackwell and next-gen super AI clusters push data throughput to physical limits, traditional copper and standard silicon photonics are phasing out. InP-based optical modules have become the mandatory baseline for 800G, 1.6T, and higher-efficiency optical links. AXTI is the undisputed global leader in InP substrates.

2. Cornerstone of the Silicon Photonics Boom
Both Jensen Huang’s silicon photonics ecosystem push and optical data centers require lasers grown on InP or GaAs wafers. AXTI sits at the very bottom of the AI supply chain, commanding strong pricing power across the value chain.

3. Vertical Integration: Risk-Resistant Moat
AXTI benefits from in-house or tightly coupled supply chains for critical raw materials (e.g., high-purity gallium, indium). Amid rising geopolitical tensions, export licensing, and rare earth export controls, AXTI’s stable material access makes it a safe haven for U.S. and global customers.

[Cantonese Cat 🐱🐈 @cantonmeow]

It's been a rough 3 weeks.

Seeing mom getting way older, the frequent flying, running through tasks without proper routine & schedule, then losing my voice on the way back.

The only highlights were seeing family and great meals with @dannycheng2022 and friends.

Well worth it.

[CW @CW8900]

$XRP has showing net buying for 2 consecutive days after 6 days of net selling.

In addition, OKX has also started net buying.

The selling trend has ended, and the buying trend is starting again.

[The Great Mattsby @matthughes13]

Here is the true macro trend of the #altcoin market cap excluding $BTC and stablecoins

$TOTAL2ES

[SoFire @Sofigoodboy]

원웨이 떡상 반등 간다고..?

월요일 다같이 반등장 갈거니 !!!!!

[Ace @acethebulllly]

ethereum:native holds a constructive intraday structure as buyers continue defending higher lows following the rally from the 1.54K region into the 1.64K liquidity zone. Price trades at $1.62K while sellers absorb aggressive buying into stacked overhead liquidity, creating short-term consolidation beneath resistance. Bid support remains concentrated below spot with substantial resting demand at 1.60K, 1.56K, and 1.50K, keeping momentum tilted toward buyers while those liquidity shelves remain intact.

Resistance:
• $1.64K — 563.3K ask
• $1.68K — 806.6K ask
• $1.72K — 487.4K ask
Support:
• $1.60K — 1.04M bid
• $1.56K — 463.3K bid
• $1.50K — 943.15K bid

[양봉남 🔥 @handawis24861]

<이번주 역대급재료로 추세반전나온다>
크립토시장은 또다시 열광하게 될것.

[CW @CW8900]

Michael Saylor hinted at buying more $BTC.

[Cantonese Cat 🐱🐈 @cantonmeow]

The market was dead in 2022 due to global liquidity crunch.

Since then, there has been enough liquidity to rotate around, but there were clear champions.

2023-2024: $NVDA $MSTR
2024-2025: $PLTR $HOOD
2025-2026: #Gold #Silver
2026 so far: Small cap AI and semiconductor plays

[Titan of Crypto @Washigorira]

#Bitcoin

Historically, when BTC exceeds the lower Bollinger Band on the 3-week timeframe, major lows have usually followed.

This time, however, the signal appeared unusually early in the cycle.

[Micro2Macr0 @Micro2Macr0]

✊

[Rich Peter @peterli34923561]

$OKLO --- $OKLO acquired the Groves Isotope Test Reactor in Texas via its purchase of Atomic Alchemy. Management previously confirmed the facility has received expedited regulatory approval, with criticality — the state of sustained self-sustaining nuclear chain reaction — targeted to be achieved by July 4, 2026 at the earliest. If successful, this will mark Oklo’s first fully operational reactor, a major milestone for the company.

$Oklo has also been selected by the U.S. Department of Energy (DOE) to enter advanced negotiations for the Surplus Plutonium Utilization Program.

A critical bottleneck for advanced nuclear reactors is the severe shortage of High-Assay Low-Enriched Uranium (HALEU) fuel. Should the talks conclude successfully, Oklo will be authorized to repurpose government surplus defense-grade plutonium into commercial fuel for its Aurora reactors. This resolves the fuel supply crunch and substantially cuts long-term raw material procurement costs.

1.Powerful Alliance with Sam Altman and OpenAI
As leader of OpenAI, Sam Altman fully recognizes the looming power shortage for GPT-5 and AGI-class supercomputing hubs. He has publicly backed Oklo and secured partnerships with tech heavyweights including Meta Platforms, which signed a massive 1.2 GW SMR framework agreement back in January. This exclusive network of major AI clients forms a formidable resource moat that traditional nuclear players like NuScale cannot match.

2.Plug-and-Play Design & High-Margin Business Model for Aurora Reactors
Conventional nuclear plants require ample water access and occupy massive footprints. By contrast, Oklo’s Aurora Powerhouse is a micro fast reactor with a capacity ranging from 15 MW to 50 MW. It uses liquid metal or solid-state heat conduction instead of high-pressure water cooling, enabling deployment directly behind data centers or even inside standard shipping containers.
What sets it further apart is its ultra-long fuel cycle: a single refuel can support continuous operation for 10 to 20 years. This perfectly aligns with tech firms’ demand for decentralized, standalone microgrids.

3.Industry-Leading Cash Reserves
Amid the high-interest-rate environment in 2026, many pre-revenue nuclear startups are struggling with cash burn risks. Oklo holds $2.5 billion in cash on its balance sheet. With annual operating expenses running between $38 million and $50 million, its cash buffer can sustain operations for decades. This allows the company to focus fully on R&D and facility construction without financial strain.

[Ted @TedPillows]

60% of this $BTC move is spot driven.

Rest are due to new longs opening as traders are expecting some bounceback after brutal selling.

[Seth @seth_fin]

$BTC IS AT THE WEEKLY BB BOTTOM AND 200WMA.

PONTENTIAL WEEKLY BULLISH DIVERGENCE. MOST OVERSOLD DAILY RSI SINCE 2018.

HIGHEST LONG LIQUIDATION SINCE FEB.

COUNFLUENCES ARE SIGNIFICANT.

[Cantonese Cat 🐱🐈 @cantonmeow]

#Bitcoin
You can use RSI to help you, but you don't really need it.