📊Today’s #BIT# Daily Chart - May 4, 2026 ⬇️ Sentiment Hasn’t Rolled Over Yet — Bitcoin May Still Have Room to Run #BIT# #Bitcoin# #BTC# #CryptoMarket# #MarketSentiment# #FearAndGreed# #DigitalAssets#

📊 #BITDailyChart# | A More Constructive Bitcoin Outlook ? Despite persistent bearish positioning and subdued trading volumes, our proprietary Greed & Fear Index continues to improve, reinforcing the more constructive outlook outlined in our latest Weekly Report. Historically, when the index's 21-day moving average has turned higher, Bitcoin has followed, marking every major tactical bottom. The resilience of the $60,000–$65,000 support zone, combined with improving sentiment, suggests Bitcoin has the potential to extend its rally. Disclaimer: This content is provided by a contracted analyst for informational purposes only and does not constitute investment advice. Investing involves risk. #BIT# #Bitcoin# #BTC# #CryptoMarket# #MarketSentiment# #FearAndGreedIndex#

The market selling off just because $META is renting out spare compute feels pretty funny. Llama isn’t exactly the leading frontier model today, so it’s not surprising that Meta has excess GPU capacity to monetize. If nobody ends up renting that compute, then sure—that would be a real concern. Or if OpenAI or Anthropic announced they had so much idle compute that they needed to lease it out, I’d understand the market’s reaction. But Meta’s Llama? That doesn’t make much sense. 🤷‍♂️🤷‍♂️ That said, if something this insignificant can trigger a sell-off, it probably says more about market sentiment than the news itself. Confidence just isn’t there right now. Personally, I’m keeping leverage in check until Jensen starts talking again. Just think back to April and May. Jensen was everywhere—keynotes, interviews, podcasts—and AI infrastructure trades were almost effortless. Now that he’s gone quiet, the market is trying to invent the next big AI narrative. But let’s be honest—even the Physical AI trade wasn’t the market’s idea. Jensen handed everyone the playbook when he announced Physical AI as the main theme for next year’s $NVDA GTC. 🤣🤣 Bottom line: Wait for Jensen’s next move. Stop guessing. 😎

The crypto market has entered another stage of the cycle. During Q2 2026, the total crypto market capitalization declined 12.6%, falling from $2.4 trillion to $2.1 trillion. Average daily spot trading volume also cooled, decreasing 20.9% quarter-over-quarter to $93.1 billion. The shift became especially clear in the final weeks of the quarter. April ranked among the strongest months of the year, yet by June the market had reversed sharply, leaving total capitalization roughly 52% below its October 2025 peak. This is exactly how mature markets evolve. Periods of rapid expansion are naturally followed by phases where liquidity cools, trading activity slows, and market participants become more selective. These transitions aren't signs of a broken market, they're a normal part of every long-term cycle. At the same time, the industry's foundations continue moving in the opposite direction. New infrastructure is being deployed, institutional participation keeps expanding, blockchain adoption continues to grow, and networks are still processing millions of transactions every single day regardless of short-term market sentiment. And when the next wave of momentum arrives, it will be built on everything that continued to develop during the quieter months.

What survives a cycle is never the latest hype. It's consensus. Every bull market creates countless tokens that explode overnight. Most of them are nothing more than liquidity passing through. Once the attention fades, the market forgets they ever existed. The ones that endure are the assets backed by a leader, a culture, and a community with genuine conviction. That's why more and more people are starting to realize that $ANSEM isn't just another meme. It's a social experiment built around consensus. Behind it isn't just a token, but one of the most influential voices on Crypto CT @blknoiz06 Someone who's lived through multiple bull and bear cycles. Someone who's shaped market sentiment time and time again. Someone who can make the entire timeline talk about the same thing. New tokens are launched every single day. But very few people can capture the attention of the entire industry with nothing more than their name. Crypto has never been about who writes the best code. It's about who can unite the most people, build the strongest culture, and inspire the deepest conviction. Price can be copied. Code can be copied. Mechanics can be copied. Consensus can't. That's the real edge of $ANSEM. It already owns the scarcest asset in this market: Attention. When enough people begin to build an identity around the same symbol... When enough people willingly spread the same story... When an entire community chooses to protect and strengthen the same culture... It stops being just another token. It becomes a symbol. Most people spend their time analyzing valuations. Real OGs study where attention is flowing. Because they understand one simple truth: Capital follows consensus. Consensus follows influence. Today, $ANSEM feels less like a meme coin and more like a live demonstration of how influence becomes value. Some people are still doubting. Some have already joined. Some are watching every tiny price move. Others are looking beyond the chart and recognizing the birth of a cultural asset. Crypto has never been short of projects. What it lacks are symbols that define an era. Every cycle leaves behind a name the entire industry remembers. Whether $ANSEM becomes one of those names is something only time can decide. But one thing is already clear: More and more people are beginning to believe it stands for something far bigger than just a token.

In general, the 20-30% market red candle always come when the sentiment is over-hyped, I'd use multiple indicators & observe the ct market sentiment as well. Will make a twitter post when I see signs of market peaking.

TFHK Commentary: How Should We Understand the Current Correction in AI Hardware? The market is always right. Changes in stock prices inevitably reflect the new variables the market is currently pricing in. Even as long-term bulls on the AI industry, we need to understand the core concerns driving this correction in AI semiconductor stocks. The current market bears a striking resemblance to last autumn and winter. Following OpenAI’s large fundraising round, industry conditions were very strong, yet stocks continued to trade sideways. Market participants spent every day debating CapEx, ROI, valuations, and financing—much like they are doing now. The conclusions from this quarter’s earnings reports remain overwhelmingly positive. GCP grew by 80%, the ROI of cloud investment was validated, Intel delivered a significant beat, and ASML, TSMC, and Intel raised their order or CapEx outlooks. Presumably, these companies also saw extremely strong downstream forecasts, giving even the most conservative players in the supply chain the confidence to make aggressive bets. Had this information emerged in May or June, semiconductor stocks would almost certainly have surged. Now, however, every earnings release has instead become an opportunity for bears to reassess valuations and the long-term investment thesis. What we may be seeing is that the AI market is no longer in the “AI Summer” of May and June. The same positive developments now provide less support to share prices. Take GCP’s 80% growth as an example. Previously, the market’s first reaction would have been: “AI demand has exceeded expectations—the catalyst has arrived.” Now, the first response is: “So what? What about 2028? Can OpenAI become profitable? For how many more years can GPU prices keep rising? Margins are rising again, financing costs are increasing, and the entire CapEx thesis needs to be repriced.” In essence, the market has shifted from trading the growth of AI CapEx to trading its sustainability and ROI. Market sentiment, as we perceive it, has already become extremely bearish. Even long-term bulls are beginning to question whether AI semiconductor stocks can continue to rise, and we are hearing almost no calls for new highs. When the market shifts from looking for further upside to searching for additional downside risks, it usually means that pessimistic expectations have already been largely priced in. Nevertheless, we have no doubts about the fundamentals. We also believe that, ultimately, facts determine stock prices. So what would send these stocks higher again? Under the framework outlined above, additional capital-spending plans alone will no longer be enough to convince the bears. What is needed is validation of a new demand curve. The most powerful and direct catalyst would be the emergence of a blockbuster product. If “Coding 1.0” proved that AI can improve developer productivity, then “Coding 2.0” must demonstrate that AI agents can genuinely replace part of the software development process. Once new productivity use cases are validated, the market’s concerns about AI ROI may be redefined, and AI infrastructure spending will once again be viewed as “productivity investment” rather than a “cost.”

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