# Rally的所有文章

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Korean Stocks Rally 22% in 10 Days, Enter Technical Bull Market, AI Chip Rally Back with a Vengeance?

The South Korean benchmark KOSPI index has rebounded roughly 22% from its July 30 low, entering a technical bull market after a dramatic month. This surge follows a 22% crash in July—the worst monthly performance since the global financial crisis—triggered by forced liquidations of leveraged positions in chip stocks. The recovery is driven by major chipmakers Samsung Electronics and SK Hynix, buoyed by several key factors. Robust AI infrastructure spending from global tech giants continues to fuel demand for high-bandwidth memory. Favorable U.S. inflation data has eased fears of aggressive Federal Reserve rate hikes, and financial regulators have tightened rules on single-stock leveraged ETFs to curb excessive volatility. Additionally, strong market anticipation surrounds new shareholder return plans from Samsung and SK Hynix. Analysts estimate potential programs worth tens to hundreds of trillions of won, supported by significant projected free cash flows. This expectation has boosted investor sentiment. While foreign investors showed net buying interest recently, they remain net sellers year-to-date. Analysts caution that sustained market gains depend on the stability of the AI investment narrative and U.S. interest rates, suggesting the rally's continuity is not yet assured.

marsbit前天 11:31

Korean Stocks Rally 22% in 10 Days, Enter Technical Bull Market, AI Chip Rally Back with a Vengeance?

marsbit前天 11:31

Weak US Employment and $1.1 Billion into ETFs: Wintermute on the New Rally and Inflation Risks

Analysts at Wintermute stated that the cryptocurrency market gained support following a weak U.S. jobs report. Against this backdrop, U.S. spot Bitcoin and Ethereum ETFs collectively attracted $1.1 billion in inflows over the week. While demand via ETFs has recovered, there is insufficient data to confirm a sustainable shift in market sentiment. U.S. spot Bitcoin ETFs saw inflows of $853.5 million over five sessions, the best weekly result since mid-April. Ethereum ETFs attracted another $244.9 million, marking a fifth consecutive positive week. Over 80% of the inflows into both groups went to BlackRock. Wintermute notes that relatively restrained trading volumes may indicate large investors gradually building positions rather than short-term capital rotation. A disappointing U.S. employment report for July, which showed a loss of 23,000 jobs versus an expected gain of 80,000, led markets to reduce the probability of a Federal Reserve rate hike in September. This supported risk assets, including crypto. However, Wintermute cautions that the upcoming U.S. Consumer Price Index report on August 12 poses a key test. Higher-than-expected inflation could revive rate hike fears above 50%, risking a reversal of the recent rally. Beyond ETFs, institutional adoption of blockchain infrastructure continues, exemplified by Wells Fargo's planned launch of tokenized deposits. Wintermute views this as banks modernizing their settlement systems, which could eventually support broader digital asset integration. The firm concludes that while the ETF inflows are a positive signal, one week is not enough to confirm a durable trend, and the market remains highly sensitive to macroeconomic data, particularly inflation.

cryptonews.ru08/11 21:06

Weak US Employment and $1.1 Billion into ETFs: Wintermute on the New Rally and Inflation Risks

cryptonews.ru08/11 21:06

Wall Street FOMO Rally Continues to Heat Up, How Did Four Days of Gains Surpass Three Months of Fluctuations?

A FOMO-driven rally on Wall Street saw the S&P 500 surge 5.8% over four consecutive trading days ending August 4th, a move whose magnitude exceeded the index's entire high-to-low closing price range from the preceding three months. This rapid ascent, placing the four-day gain in the 99.32 percentile for the past decade, forced late entrants to chase prices higher. Despite the bullish momentum, the VIX volatility index also rose concurrently, indicating that traders were simultaneously hedging against potential downside risks. This was reflected in option markets, where short-term call skew hit a two-year high and the one-month average put/call ratio reached its most bullish level in at least four years, showcasing a rare mix of aggressive optimism and persistent caution.

marsbit08/11 04:17

Wall Street FOMO Rally Continues to Heat Up, How Did Four Days of Gains Surpass Three Months of Fluctuations?

marsbit08/11 04:17

Biconomy Price Forecast: BICO Up 126% Weekly, Bulls Target $0.03

Biconomy's BICO token surged 57% in 24 hours and over 126% weekly, reaching $0.02676, with daily trading volume exceeding $102 million. Technical analysis indicates a strong bullish trend, with the price trading above key moving averages and near the $0.02728 resistance level. A breakout above this could target the $0.03 psychological level and potentially $0.033-$0.035. Open interest in derivatives spiked, indicating renewed market participation, while spot exchange flows show recent net inflows, supporting accumulation. Key support levels are at $0.02384 (Fibonacci 0.786 retracement), $0.02115, and $0.01925. The overall outlook remains bullish, contingent on buyers holding the $0.02384 support zone to sustain momentum for further gains.

cryptonews.ru08/05 17:51

Biconomy Price Forecast: BICO Up 126% Weekly, Bulls Target $0.03

cryptonews.ru08/05 17:51

The 'Summer Saw' Continues: A Break Above $67,000 Could Signal the Start of Bitcoin's Rally

Bitcoin continues to consolidate within a $58,000–$67,000 range, with its price dropping to $62,217 on August 1st. Analysts are divided on the next direction. Trader Crypto Candy suggests a potential drop towards $60,000 if the price remains below $66,000. Investor Jelle refers to the prolonged sideways movement as a "summer saw" and maintains a dollar-cost averaging strategy. The key upside scenario hinges on a breakout above $67,000. Daan Crypto Trades states that without this, the movement risks being just an extended pause. Roman projects a sharper rise to $70,000–$80,000+ if a breakout occurs with sufficient volume. Macro-analyst Gert van Lagen views this as an accumulation phase within a multi-year "cup and handle" pattern. He notes that long-term holders are refusing to sell, as indicated by the NUPL metric staying far from capitulation. In summary, the market is in an accumulation phase, with the $60,000 and $67,000 levels being critical. A break above $67,000 could initiate significant growth, while a fall below $60,000 may lead to further decline. The recent pullback shows that legislative catalysts have provided only short-lived momentum, raising questions about the sustainability of any future breakout attempts.

cryptonews.ru08/02 07:26

The 'Summer Saw' Continues: A Break Above $67,000 Could Signal the Start of Bitcoin's Rally

cryptonews.ru08/02 07:26

Stocks of Companies in Bitcoin Mining and AI Infrastructure Soar, Short Sellers Face Losses

Shares of companies involved in Bitcoin mining and AI infrastructure surged, causing losses for short sellers. On Thursday, July 30, 2026, Keel Infrastructure (formerly Bitfarms) led the gains, rising 29.13%, followed by Nebius Group, Cipher Digital, and IREN Limited with jumps over 27%. Other notable gainers included Riot Platforms, Bitdeer, Core Scientific, Hut 8, and Cleanspark, with increases mostly ranging from 17% to 24%. The rally was attributed to a short squeeze triggered by a hedge fund's forced liquidation of its holdings, which were largely bought by Citadel. Additionally, Bitcoin trading above $64,000 and strong Microsoft earnings, highlighting AI's profitability, boosted market sentiment. Coreweave also announced a deal to provide AI cloud services for U.S. defense and intelligence agencies. This surge reflects a broader, longer-term trend of Bitcoin miners pivoting to AI data centers, leveraging their existing energy infrastructure and land. Recent multi-billion dollar deals by companies like Hut 8, IREN, and Terawulf for AI cloud services underscore this strategic shift. Other gainers, including Sandisk, Micron, Bloom Energy, and Cerebras, are suppliers critical to the AI infrastructure build-out. While the rally provided relief after July's losses, questions remain about capital expenditures, power availability, and long-term AI demand. The sustainability of these gains depends on these companies successfully converting their energy contracts and AI service deals into stable revenue streams.

cryptonews.ru07/30 20:21

Stocks of Companies in Bitcoin Mining and AI Infrastructure Soar, Short Sellers Face Losses

cryptonews.ru07/30 20:21

How Will the Fed's Decision Affect Bitcoin? What is the Probability of Its Rise? Answers from Two Analyst Experts!

The impact of the upcoming US Federal Reserve (Fed) interest rate decision on Bitcoin may be more limited than in past cycles, according to analysts. While markets anticipate rates will remain unchanged, there is a 31.5% chance of a 25 basis point hike. K33 Research notes Bitcoin is trading sideways with near multi-year low volatility, while the Nasdaq shows strong upward momentum. This has caused the correlation between Bitcoin and the tech-heavy index to drop to its lowest levels in years, suggesting their price movements are diverging. Consequently, K33's Vetle Lunde states the Fed's decision may be less decisive for Bitcoin's price than historically, as low volatility and decoupling from Nasdaq trends could dampen its reaction. Similarly, analyst Michaël van de Poppe predicts Bitcoin's recent recovery will continue post-FOMC meeting, arguing the market has already priced in excessive fear and Bitcoin's resilience supports a continued rally.

cryptonews.ru07/29 14:02

How Will the Fed's Decision Affect Bitcoin? What is the Probability of Its Rise? Answers from Two Analyst Experts!

cryptonews.ru07/29 14:02

Is Bitcoin undervalued? Why $66K may not tell BTC’s full story

Bitcoin has surpassed $66,000, yet data suggests it may be undervalued. The MVRV percentile sits at the 5th, indicating Bitcoin is trading lower than 95% of its historical valuations—a level that has previously preceded rallies. However, spot market activity tells a more cautious story. Key metrics like the Spot Taker CVD show a neutral balance between buyers and sellers, with no clear dominance since mid-June. While spot netflow indicates accumulation over recent days and weeks, the volume is considered too soft to provide strong bullish conviction. For the current rally to sustain and advance, a significant increase in spot buying pressure is needed.

ambcrypto07/21 18:02

Is Bitcoin undervalued? Why $66K may not tell BTC’s full story

ambcrypto07/21 18:02

Zcash price prediction – Can Ironwood upgrade keep ZEC’s 37% rally alive?

Zcash has rallied nearly 37% since its Ironwood (NU6.3) upgrade deployed to testnet in early July. This major upgrade introduces a new shielded pool and a "turnstile" mechanism to strengthen supply verification without compromising privacy. Concurrently, it marks the retirement of the legacy zcashd node, a significant architectural shift for the network. After its rally, ZEC is consolidating around $546, with buyers attempting to establish support. Immediate resistance lies near $560, with a breakout potentially targeting $600, while the $500 region acts as key support. The final testing phase precedes Ironwood's planned mainnet activation later this month.

ambcrypto07/21 14:36

Zcash price prediction – Can Ironwood upgrade keep ZEC’s 37% rally alive?

ambcrypto07/21 14:36

Will Uniswap’s $80M TVL surge be enough to fuel UNI’s next rally?

Uniswap's expansion on Robinhood Chain is accelerating, with its Total Value Locked (TVL) surging from below $10 million in late June to over $80 million in mid-July. This growth is accompanied by a steady increase in monthly active traders, reaching 1 million, suggesting the development of a more self-sustaining trading ecosystem rather than temporary speculative inflows. A key driver is the shift toward tokenized Real-World Assets (RWAs), like the NVIDIA/USDG pool, which generates high trading volume and fees, indicating a move away from reliance solely on crypto-native assets. Meanwhile, the UNI token price broke out of consolidation, testing the $3.72 resistance level. If buying pressure holds above the new $3.60 support, it could build momentum for further gains.

ambcrypto07/21 12:02

Will Uniswap’s $80M TVL surge be enough to fuel UNI’s next rally?