Market Trends & Discussions - Speculation on whether the crypto bull market is over [1][2] - Discussion of the AI Manhattan Project and its impact on crypto [1] - Reactions to Monad day 1 [2] Projects & Companies - Analysis of Monad, Hyperliquid, and Tensor (long/short/hold) [1] - Impact of Coinbase x Vector [2] Events & Giveaways - "UNDER EXPOSED Thanksgiving special" is coming up [1] - Yeet giveaways [1]

Crypto Market Analysis - Discussion on whether the crypto bull market is over [1] - Reactions to Monad day 1 [1] Industry Partnerships - Impact of Coinbase x Vector [1] Event Details - Thanksgiving week Under Exposed event scheduled [1] - Event will be live on X or Kick at 12 pm ET [1]

Core Insights - Bitcoin (BTC) and Ethereum (ETH) traders are outperforming altcoin holders, leading to frustration among the latter due to notable underperformance [1] - Recent data indicates that holding major cryptocurrencies has been the only consistently profitable strategy in volatile market conditions [2] - The recent liquidation event was the largest in crypto history, affecting both bullish and bearish positions and resulting in significant losses for most participants [5] Performance Analysis - Active trading and diversification into altcoins have likely resulted in losses for many traders, contrasting with the performance of Bitcoin holders [4] - Two bullish traders realized over $17 million in profits with high win rates on BTC, ETH, and SOL, while bearish traders made around $35 million from short positions [6] - A trader who was liquidated during the October 11 crash rebounded by taking a long position on Ethereum, gaining $5 million on a $9.5 million stake [6] Market Sentiment - Scott Melker described the current market as the "worst crypto bull market ever," emphasizing that only Bitcoin holders have seen meaningful profits [3] - The absence of a true altcoin season in this cycle has contributed to the frustration within the crypto community [4] - The recent liquidation event has left many participants deep in the red, indicating a challenging environment for traders [5]

Core Insights - Approximately two-thirds of institutional investors are optimistic about Bitcoin's future, indicating a strong belief in its value despite market volatility [1][4][8] - The survey conducted by Coinbase Institutional revealed that 67% of the 124 institutional investors surveyed have a positive outlook for Bitcoin over the next three to six months [4][8] - There is a notable divergence in market cycle perception, with 45% of institutional investors believing the market is in the late stage of a bull run, contrasting with only 27% of retail investors [4] Institutional Behavior - Digital asset treasury companies, such as BitMine and Strategy, are significantly influencing Bitcoin's supply and demand dynamics, with BitMine recently acquiring over 379,000 Ether valued at nearly $1.5 billion [5] - Michael Saylor's Strategy is considering increasing its Bitcoin holdings, reflecting strong institutional conviction in the asset [5][6] Market Outlook - Coinbase's report suggests that the crypto bull market has potential for further growth, supported by robust liquidity conditions and a favorable macroeconomic environment, including possible Federal Reserve rate cuts and renewed stimulus measures in China [6][7] - The firm anticipates that these macroeconomic factors could encourage more investors to engage with risk assets, including Bitcoin, as money-market funds hold substantial reserves [7][8] - While the outlook for Bitcoin remains positive, Coinbase expresses caution regarding altcoins due to their weaker liquidity and higher volatility [7]

Market Cycle Analysis - Crypto market typically follows a 4-year cycle, consisting of 1 to 2 years of a bull market and 2 to 3 years of a bear market [3] - Historically, Bitcoin would top roughly 16 to 18 months after the halving, placing the potential top in August to October of the current year [5][6] - The monthly Bollinger Band moving average for Bitcoin is around $82,000, and for the total crypto index is around $2.7 trillion [13] - "Others" (cryptocurrencies outside the top 10) only has around 10% of wiggle room before technically entering a bear market, with the monthly Bollinger Band moving average at around $250 billion [15] Bearish Catalysts and Leverage - Bearish catalysts, such as regulatory actions (e.g., Treasury Department requiring KYC for onchain stablecoin activities) or geopolitical events (e.g., escalation between China and Taiwan), could trigger market downturns [20][22][23] - Liquidations in DeFi and CeFi are much deadlier than long liquidations on exchanges due to their larger size and prolonged unwinding process [25] - Excessive leverage, including institutional and crypto treasury companies' holdings, could exacerbate selling pressure during market downturns [27][28][29] Potential Bottom and Market Sentiment - Historically, Bitcoin tends to bottom around 1 year after it tops, with the rest of the crypto market following [32] - Bitcoin has historically bottomed to an RSI reading of around 40 on the monthly timeframe [33] - The market typically bottoms when a large overleveraged entity gets liquidated, accompanied by extremely bearish sentiment [35] Price Targets and Drawdown Scenarios - Historically, Bitcoin has never fallen below its previous cycle top, suggesting a potential bottom around $70,000 plus or minus $10,000 [44] - Most altcoins will fall by 90% to 95% from their cycle highs [45] - A severe market downturn could result in Bitcoin falling well below $70,000, potentially leading to regulatory intervention and a significantly altered market landscape [47][48]

Market Sentiment - The market desires profits from the crypto bull market [1] - Few are willing to buy the dip [1]

Market Trend - Bitcoin关键水平保持，预计将在几百美元内达到新的历史高点[1] - 加密货币市场整体呈现牛市态势[1]

Core Insights - Faraday Future's stock experienced a decline following the release of its 15th weekly business update from founder and co-CEO YT Jia [1] Group 1: Business Developments - The company plans to unveil its upgraded dual-flywheel, dual-bridge Eco Strategy on August 16, aimed at enhancing capital returns, cash flow, net asset value, balance sheet optimization, and shareholder value [2] - Faraday Future has expanded its S1 User Ecosystem by entering Massachusetts with a 100-unit FX Super One preorder deal targeting Boston's premium markets [2] - The FX Super One design campaign has been launched globally, and baseline crash tests for FMVSS certification have commenced in Detroit [3] - The company has identified industrialization gaps to address with Tier 1 suppliers [3] Group 2: Financial Performance - Since the appointment of founder Jia as co-CEO in April, the company has improved operational and capital fundamentals, increasing its market capitalization by nearly 300% [5] - Faraday Future joined the Russell 3000 Index, with institutional investors like BlackRock and Vanguard significantly increasing their holdings [6] - A proposal for a 39% increase in total authorized shares has been made to support obligations from a recent $105 million financing [6] Group 3: Production and Market Response - The company announced that approvals will support the first FX vehicle rolling off the line by year-end, with over 10,000 paid preorders secured for the FX Super One [7] - Trial production has begun at the Hanford, California factory following the product launch on July 17 [7] - Faraday Future's stock closed at $2.46, down 0.40% on the publication date [7] Group 4: Strategic Initiatives - The company is evaluating opportunities to capitalize on President Trump's executive order allowing 401(k) plans to invest in crypto assets, which may signal the start of a potential decade-long crypto bull market [4]

Investment Strategy - The industry emphasizes patience and preparedness, suggesting a long-term investment approach [1] - The industry encourages users to utilize the provided link (https://t.co/I4PAFyMpFe) for preparation [1] Resource - The industry directs users to an external resource (https://t.co/QIzsAxk0hS), potentially for further information or investment opportunities [1]