现价3763加仓了点 $ETH, 187加仓了点 $SOL
以太万币鲸鱼的疯狂吸筹（下图），加上ETF的持续大额流入，让这波回调很浅；
现价加仓了点，并在3000-3700分批挂了 $ETH 限价买单；
$SOL 的ETF 10月左右应该能落地，看是否会提前炒作一波，170-185分批挂了限价买单。
Added some $ETH at the current price of 3763 and some $SOL at 187.
The aggressive accumulation by ETH 10K whales as chart below, along with continued large inflows into ETFs, has kept this pullback relatively shallow.
Added a bit more at current levels and placed staggered limit buy orders for $ETH between 3000–3700.
As for $SOL, its ETF is expected to launch around October — let’s see if there’s a wave of speculative buying beforehand. I’ve set

91.7买了点不动产信托指数 $VNQ
特朗普表示，他正在考虑取消对房屋销售的资本利得税。
美国房产业在高房贷利率下，已经无人问津。
他终于要出政策刺激下他的老本行了。
持仓股 $DHI 涨的不错，接下来有回踩的话，会再加点。
Bought some Real Estate Investment Trust index $VNQ at 91.7.
Trump said he's considering eliminating capital gains tax on house sales.
The U.S. housing market was at the bottom under high mortgage rates.
Trump is finally rolling out policies to boost his old line of business.
My holding $DHI has been performing well — if there's a pullback, I'll add more.

3700-3800止盈了一些 $ETH 现货；
参考下图中实现收益影响下的以太坊历史走势，目前回调风险增加；
ETH/BTC 拐头，跌破了上升趋势线；
BTC及ETH等币股，有见顶风险，如Metaplanet，sbet等；
3700-4100是可以考虑的止盈区域；
TP some on my $ETH spot holdings in the 3700–3800 range.
Based on the historical price action of Ethereum under realized profit-taking pressure (as shown in the chart), the risk of a pullback is increasing.
There is a potential topping risk at crypto treasure stocks, like Metaplanet and Sbet.
The 3700–4100 range is a good area to consider taking profits.

$SOL 突破了，190附近加仓了点;
187止损，有机会到248;
SL 187, target 248

特朗普放出"金融核武器"， $BTC 如虎添翼
国会法案通过的Sell the news抛压，被新资金吸收
Trump unleashes the 401K "financial nuclear weapon," giving $BTC wings to soar.
The "sell the news" pressure following the congressional bill's passage is being absorbed by fresh capital.

风险信号出现，现价108.2K-110K会止盈点 $BTC 长线仓位
A risk signal has emerged, I'll TP some long-term $BTC positions at 108.2K to 110K range.

$APPL 在众多利好信息下，终于启动了
刚205又加了点；
$AAPL has finally taken off amid a wave of positive news.
Just added more at $205.

209 买了点 $AMZN
跟踪分析了下亚马逊的基本面，电商和云服务稳健趋好；
209买了点 $AMZN;
给它几个月时间，看历史新高；
若还有回调，207-198区间，会再加点仓；
Bought some $AMZN at 209.
After tracking and analyzing Amazon's fundamentals, both e-commerce and cloud services are showing steady improvement.
Bought some $AMZN at 209; giving it a few months to see if it reaches new highs.
If there’s further pullback, I’ll consider adding more in the 207–198 range.

历史上各次地缘政治冲突和重大历史事件对美股的影响
昨夜以色列空袭了伊朗，中东局势升级，美股期货和 $BTC 下跌；
历史上各次重大事件或战争后，美股 $SPX 的1个月，3个月，6个月，12个月的涨跌幅如下图；
最近的2022年2月俄乌冲突，1个月内，美股涨了5.9%；
结论：
1.地缘政治冲突可能给美股市场带来短期的回调；
2.但市场具有韧性，时间的推进可以让市场复苏；
3.短线仓位可以止盈，长线仓位可以保留；
Impact of Geopolitical Conflicts and Major Historical Events on the U.S. Stock Market
Last night, Israel launched an airstrike on Iran, escalating tensions in the Middle East. As a result, U.S. stock futures and $BTC declined.
Historically, after major events or wars, the S&P 500 ( $SPX ) has shown the following returns over 1-month, 3-month, 6-month, and 12-month periods (see chart belo

高盛的美股情绪及仓位指数为负，近期 $SPX 怎么走？
AAII和CNN情绪指数不高，投资人多采用防御性策略；
机构的仓位不足，对冲基金空头仓位不小；
50日广度高位，20日广度中高位，还有空间；
周三CPI前，美股震荡上涨的概率更大；
Goldman's U.S. equity sentiment and positioning index is negative
It suggests a cautious stance in the market.
The AAII and CNN Fear & Greed Index remain subdued, indicating that investors are largely adopting defensive strategies.
Institutional positioning is light, and hedge funds maintain notable short exposure.
While the 50-day breadth indicator is elevated, and the 20-day breadth is moderately high, there's still room for further upside.
Ahead of Wednesday’s CPI release,

美国法院叫停特朗普“解放日”贸易政策，加仓了 $BTC 和美股
107.8K 加仓了 $BTC $ETH $SOL
美股英伟达财报超预期，加了点115 $AMD ，363 $TSLA
The U.S. court has halted Trump’s “Liberation Day” trade policy. Bought more $BTC and U.S. stocks.
At 107.8K, I added to $BTC, $ETH, and $SOL.
NVIDIA’s earnings beat expectations, added some $AMD at 115 and $TSLA at 363.

为庆祝 $BTC 即将到来的历史新高——
108.8K加仓了 $BTC;
2560加仓了 $ETH;
171.5加仓了 $SOL
为比特币的临门一脚，出点力！
这是共识的力量！
To celebrate the upcoming all-time high of #BTC:
Added $BTC at 108.8K,
Added $ETH at 2560,
Added $SOL at 171.5.
Doing my part for Bitcoin’s final push!
This is the power of consensus!

美股强势，逆着利空收窄期货跌幅；
按周五的交易计划，标普5940再止盈5%的美股仓位。
#SPX is strong, rebounding against bearish news.
TP another 5% of my stock positions with the $SPX reaching 5940 as the trade plan.

美股强势收盘，尾盘买了点小米和 $AMD
$SPX 周线强势站上MA20，空头心碎了；
今天止盈了一些超买的个股，下周若突破6000，会再止盈一些；
小米近期在舆论漩涡，但还是期待下5月下旬小米手机芯片玄戒O1；32.5买了点 $XIACY ；支持下雷布斯；
AMD在沙特的合作之后，下周参与台北COMPUTEX展览，6月有Advancing AI大会，应该能炒作一波；117买了点 $AMD;
#SPX closed strong — Bought a bit of $XIACY and $AMD before close.
As for AMD — after its collaboration in Saudi Arabia, it’ll also be participating in the Taipei COMPUTEX next week, and then the Advancing AI event in June. Should have some momentum for a speculative run. Bought a little $AMD at 117.

鲍威尔半推半就，给未来降息架好了“台阶”
鲍威尔今天的发言整体中性偏鸽，我看到的重点如下：
鲍威尔表示，“他们认为重新考虑‘就业不足’的措辞是合适的，这样美联储就不会将低失业率本身视为通胀风险的信号”；
美联储可能会对一项策略进行大规模修改，该策略在一开始就被视为美联储的重大转变，即愿意承担更多风险，以促进就业市场走强，并愿意在经历了一段时间的疲软后容忍更高的通胀。
这表明，未来即使通胀仍在高位，只要就业出问题，美联储就有理由降息。
发言后， $SPX 的反应比 $BTC 好；
结合今天出炉的PPI低于预期，这个月底的PCE可以让美联储满意；
如果6月的PCE保持目前水平，那美联储7月份降息的概率就很大了；
高盛预测的12月降息，估计又要成为反指了。
鲍威尔承受了特朗普完点攻击之后，也得走下台阶，休整休整。
Powell Hints at Future Rate Cuts, Lays the Groundwork Subtly
Here are the key takeaways from Powell's remarks today, in my view:
Powell stated, “They believe it is appropriate to reconsider the wording around 'underemployment,' so that the F

数据综合小利好，加仓了 $BTC $ETH $SOL
BTC 102500
Bullish data, bought $BTC $ETH $SOL