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A short position on Hynix drags from a small floating profit into a whole tug-of-war. What really traps people isn't the opening price of 1381, but the rhythm of "wanting to recover immediately after losing money." In this livestream, @多多不梭哈 kept swinging between margin replacement, repositioning, hedging, and selling losses while waiting for Hynix to surge. The market did indeed pull back, but his biggest review was not the direction, but rather: as long as the stop-loss stays close to the strong break-even price and the position has no buffer, the latter half of the trading could be pushed down by the first half. Hynix was the main theme of the entire session. Duoduo's short positions were roughly around 1381, with intraday prices continuing toward 1400. He once considered above 1400 a better observation zone and repeatedly waited for institutional selling pressure after trading resumed in the Korean market. His basis was not a sudden deterioration in company fundamentals, but rather that short-term gains had already become large, retail investors had profit-taking needs, and prices could surge and pull back. But this judgment always had a strong negative condition: foreign capital and institutions continued to take over, and retail selling did not truly push prices down. As long as institutional buying did not withdraw, short positions could only be treated as short-term price spreads, not as one-sided trends to hold on. The most critical variable that day was SanDisk's investor meeting. Duoduo believed that if the meeting continued to raise performance guidance and announce important client orders, the storage sector might be chased by capital again, and he would consider abandoning short positions or even switching to long positions; If the content was dull and expectations disappointed, SK Hynix and SanDisk would be more likely to pull back. Because the direction must wait for events to confirm, his more reliable conclusion in the latter half was: yesA lot of people are calling this move another hype cycle or a temporary dead-cat bounce. I think that misses the most important change. Previous $FIL rallies were largely driven by narrative rotation, speculative FOMO and broad liquidity. This time, the setup is becoming much more interesting because token supply, real-world storage demand and institutional exposure are moving in the same direction. 1️⃣ The supply equation is changing October 15, 2026 is becoming a major date for Filecoin. The sVolatility isn't empty talk; it's the main force waiting for your patience to run ✨ out. Have you noticed that every time you think the market is "going to fall," it just pulls back again? Today I want to talk about a very delicate phase: the current market is more like the final shakeout before the start of the event, rather than the pre-peak celebration. BTC has been sideways in the 79,000 to 82,000 range for a long time, and ETH has been grinding back and forth between 2,400 and 2,550. When prices fall, buy orders follow; when prices rise, there is no crazy selling pressure. This kind of resilience, to be honest, is more worth paying attention to than a sudden rally. There are several details I think shouldn't be overlooked: - Daily technical indicators have long shown overbought signals, so theoretically, a decent pullback should happen. But the price instead uses sideways movement instead of a decline, using time to digest the space. This "don't fall when it should fall" stance is itself a statement. - The macro side is actually not friendly. Nonfarm payrolls are strong, with the probability of rate hikes once surging close to 60%. Under such circumstances, risk assets should be under pressure. But BTC and ETH stubbornly recovered all their losses despite negative news, and this kind of counter-trend comeback feels like major players are accumulating shares on negative news. - Institutional actions are more direct. BTC spot ETFs saw a weekly net inflow of nearly $1 billion, and ETH ETFs recorded a net inflow of $1.85 billion in August. Big money is not hesitating; they are voting with real money. - There is another easily overlooked linkage signal: the 90-day correlation between BTC and gold has reached 0.50, a six-year high. This means Bitcoin is being used as a hedge by some capital