Orbit: Crypto Community Feed

🚨 Now Trezor wallets also announce a data breach. The breach was not in the Trezor devices themselves, but at one of the shipping providers. However, the type of exposed data is very serious for hardware wallet users: Full names. Shipping addresses. Phone numbers. Emails. The impact included new customers in the USA, UK, Sweden, Colombia, Brazil, Italy, and Portugal, who received their orders within 90 days before August 8, 2026. The numbers: 11,742 customers fully exposed. 1,947 customers partially exposed. Trezor says systems and devices remain secure. But this does not eliminate the greater risk: Targeted phishing. If the scammer knows your name, number, email, and address… they can send you a message that looks very official. They might say: “Update your wallet” “Confirm your details” “Enter your recovery phrase to restore security” And here lies the disaster. The golden rule: Never enter your recovery phrase on any website. Do not send it to anyone. And do not trust any link you receive after a data leak. Cold storage devices may be safe. But if shipping data is leaked, it becomes a phishing map against you.$BTC

$BICO The volume here in the square is actually larger than the volume outside the square. How many retail traders are trapped long inside? Others often say that a rebound is just the last warmth of the bulls, but I don't see any sign of a rebound here, only a continuous slow decline. Now the capital rotation has completed one APR cycle. The rotation of altcoin funds is especially fast now, basically every two or three days. And you are still fantasizing that BICO will bring you back to the peak? Now the funds have started rotating to EDEN. Maybe after the dog whales wash the market for another 4 years, they will remember to give you a lift.

Brothers. I don't know if you have this feeling. After holding a coin for a long time. You're actually not just waiting for it to go up. You're waiting for a result. Wanting to know if the decision you made back then. Was you seeing it wrong. Or if it's just that the time hasn't come yet. So now I'm still willing to give CORE some time. Not because I believe in it 100%. But because I haven't seen the final answer yet. So I'll keep watching. After all, we've come this far. We have to turn this page.

🚀 Just spotted a big move in OKX public trade data, BTC perpetual suddenly showing significant activity. According to OKX Public Trades, in the latest 500 samples, aggressive buying surged to $1.08 million, while aggressive selling was just over $25,000, with the largest single order reaching $100,000. This clearly indicates buying pressure, not scattered retail orders. My observation is that such large aggressive orders in a short time usually mean funds are testing the order book or entering with the trend, which needs to be analyzed together with the current price level and funding rate. Going forward, focus on two key points: first, whether the price can break through key resistance levels with the trend; second, whether the funding rate is heating up. The resonance of these two signals is more reliable. $ETH $BTC #财报观察员：AI基建财报接力登场

The data this week is already clear enough. CPI dropped from 3.5% to 3.4%, and core CPI fell from 2.6% to 2.5%. PPI year-on-year decreased from 5.5% to 4.7%, and core PPI dropped from 4.7% to 4.2%. Initial jobless claims rose to 209,000. Three signals stacked together: inflation is falling, employment is loosening, and the urgency for a rate hike in September is decreasing. But there is still internal disagreement within the Federal Reserve. Harmak says a rate hike is necessary, arguing that "the current policy is not restrictive enough." Barkin says, "Many believe the current rates are already tight enough." One calls for a hike, the other says no rush; their positions are completely different. Traders don’t have time to listen to their arguments; short-term rate contracts no longer fully price in a rate hike this year, U.S. Treasury yields have fallen across the board, and the S&P 500 has surged to a historic high. The market isn’t listening to their talk—it’s moving ahead. Oil prices are cooperating as well: WTI dropped over 2% to around $81, Brent fell to $87. The Hormuz deadlock hasn’t been resolved yet, but the geopolitical premium is indeed retreating. With oil prices easing, the anchor for inflation expectations is also moving downward. On Thursday, SanDisk surged nearly 14 points, lifting the entire storage sector. The S&P 500 surpassed 7800 for the first time, U.S. stocks are hitting new highs, gold is steady at a high level around 4380, and Bitcoin is still hovering near 63800. Despite the shared narrative of cooling inflation, U.S. stocks, gold, and Bitcoin are moving at completely different paces. U.S. stocks are trading on rate cut expectations, gold’s sideways movement at a high level indicates safe-haven funds haven’t left, and Bitcoin’s stagnation shows its pricing logic hasn’t shifted to the macro side yet. The same macro environment, different asset reactions. The market is already moving toward rate cuts; the direction is clear, and the pace depends on each asset’s fundamentals. $BTC $SNDK $XAU #CPI与PPI同步降温，加息分歧扩大

Lately I've been watching $OKB closely Fluctuating around 100 USD I think it's undervalued Why do I think it's underved The total supply is permanently capped at 21 million tokens, just like $BTC Last year there was a one-time burn of over 65 million tokens, which is an irreversible fact More importantly, the demand side is changing OKB is no longer just a "platform token discount coupon" It is the Gas for X Layer It is the staking threshold for the Exchange OS deployment market Every new market locks up another batch of OKB Supply locked down × demand rising This combination is not fully priced in at the current price level Why I am starting to build a position now It has dropped about 69% from the all-time high of 258 Market sentiment is still in the fear zone I'm not going all in Building a base position first, and will add more depending on the Q3 rollout of Exchange OS ⚠️ Personal operation record, not investment advice X Layer's TVL is still very small, whether the narrative can be realized depends on the data But I'm willing to use a small portion of my position To bet on "the market hasn't priced it correctly yet"

#特朗普因TruthSocial付费数据流遭起诉 Trump has been sued, not because of what he posted, but because he turned "posting" into a business. Core of the issue: Turning presidential statements into paid data streams On August 12, news agency The Intercept and the Freedom of the Press Foundation jointly filed a lawsuit in the Manhattan Federal Court in New York. Defendants include Trump himself and several White House officials. The trigger was the paid data service "Truth API" launched by a company under Trump. This service officially went live on August 1, providing subscribers with real-time access to posts from 10 high-profile accounts, including Trump’s. The monthly fee can be as high as $100,000, with a discounted rate of $60,000 per month for a three-year commitment. More than 10 client agreements have been signed, mainly with high-frequency trading firms. The plaintiffs described this move in a 30-page complaint as "extraordinary, corrupt, and unconstitutional." Why the controversy is so significant Trump frequently posts on Truth Social about tariffs, Middle East conflicts, monetary policy, and other policy statements that could impact markets. Last year alone, his account had about 9,000 to 11,000 posts that were never followed up by official White House statements. Paying clients can access this information early and trade based on it, causing severe information inequality. The plaintiffs argue this violates the First Amendment (equal access to government announcements) and the Fifth Amendment (unreasonable conditions attached to government benefits). The lawsuit targets not only Truth API but also seeks to prohibit Trump from exclusively publishing official government information on his personal website. The company’s financial pressure is the direct driver Trump Media & Technology Group posted a net loss of $238 million in Q2, more than ten times the loss in the same period last year. The company holds Bitcoin, which has suffered significant unrealized losses due to price declines. Truth API’s annual revenue is expected to be between $7 million and $12 million, about 2 to 3 times the company’s total revenue last year. Under heavy loss pressure, the company urgently needs new revenue sources. Transmission logic to BTC In the short term, two forces pull simultaneously. If the court issues a temporary injunction to stop Truth API, Trump Media’s financial situation will worsen, possibly forcing accelerated Bitcoin sales. The company already reduced its holdings by 65 BTC in Q2, lowering the position to about 9,477 BTC. If the injunction is issued, selling pressure may increase further. Meanwhile, this case exposes the loophole that "policy information can be accessed early through paid channels," potentially prompting the SEC to re-examine the fairness of information in the crypto market. High-frequency trading firms using Truth API to get early policy information for crypto asset trading may face regulatory scrutiny. In the medium term, the direction is clearer. The core narrative of this case is that the president is monetizing government information. When those controlling policy releases start selling early access channels, the credit foundation of the fiat system is cracked. Each such event reminds the market of a fundamental fact: the boundaries of sovereign credit are being eroded. BTC’s long-term narrative as a non-sovereign asset is reinforced with every such event. Short-term volatility is noise; the direction is the answer. That’s all from Ci Ge. Think it over. $BTC $ETH $SNDK

Good morning This is one of the easiest ways to steal in crypto markets: "Address Poisoning" ☠️ ❗️ The idea is simple and dangerous: The scammer sends you very small transfers from addresses that look like the real address you deal with. After a while, you go to the transaction history and copy the last address that “resembles” the usual address. Here lies the trap. 👇 In this case, a user lost 100,000$ USDT because they copied a poisoned address from the transaction history, then sent the funds to it instead of the correct recipient. The image shows several small incoming transfers from similar phishing addresses, then a large outgoing transfer to one of them. Prevention is simple, but it must become a habit: ❌ Do not copy an address from the transaction history. In crypto, copy and paste without verification can cost you 100,000$.$BTC $ETH

Today's $SNDK finally let out the breath it had been holding. A few days ago, when I looked at SanDisk's earnings report, I was honestly a bit stunned. Quarterly revenue was $8.97 billion, a 51% sequential increase; gross margin reached 84.6%, and the data center business doubled, yet the stock price still took a hit after the report came out. My initial feeling was: if this isn't satisfying, what exactly does the market want? Later I realized, what everyone worries about isn't whether SanDisk made money this quarter, but whether the money earned now can be sustained. After all, the storage industry has been too cyclical before—when prices rise, everyone acts like a stock genius, but once capacity comes online, profits can just disappear. So what was truly useful at today's investor day wasn't management repeating "AI" over and over, but that they started answering a more practical question: How can SanDisk stop being just a cyclical stock? Currently, the company has signed new long-term agreements with 8 customers, covering about 50% of shipments expected in fiscal 2027 and about two-thirds in fiscal 2028. Simply put, this means locking in some demand and prices in advance to avoid the "feast one year, famine the next" scenario. More directly, management's targets for fiscal 2028 to 2030 include about 80% non-GAAP gross margin and about 50% adjusted free cash flow margin, and they stated that after completing necessary investments, they plan to return all remaining cash to shareholders. Seeing this, I roughly understand why the market was willing to buy in today. In the past, when people thought of $SNDK, they thought of NAND price increases; now the company wants everyone to believe it’s selling not just storage chips, but the "data warehouse" increasingly needed by AI data centers. Of course, I still dare not shout about the stars and the sea just yet. Long-term goals are still just goals; whether HBF can truly be implemented, whether long-term contracts can sustain profits, and how much gross margin remains after NAND prices fall all need to be verified quarter by quarter in future earnings reports. But at least today, $SNDK showed the market a bit of change: It may still be a cyclical stock, but behind this cycle is an AI engine that keeps generating data nonstop. Compute power makes AI think; storage makes AI remember. People used to only focus on the former; now finally someone is seriously looking at the latter. $SNDK #美股全线走高，加密股领涨 #存储股抛压缓和，AI内存牛市还稳吗？ #海力士推进NAND扩产，存储供给预期上升