灯塔说|Jul 31, 2026 10:32
Quick Summary
Today is the last day of July, the day the monthly candle closes.
Wanted to write something, but there’s just too much to say.
So here’s a simple summary of everything I want to share:
1. July wrapped up perfectly—pretty satisfied. Managed to catch every fundamental wave from the 1st to last night ahead of time, though I regret not fully capitalizing on them. The copy-trading test account achieved over 200% returns, with a drawdown controlled at 12%.
2. August won’t be easy, but once we get through it, September will be a transition, and Q4’s market will be much better.
3. Fundamentals remain the main focus, with technicals as support. Spent a lot of effort in July diving deeper into macro-level information, and the rewards were worth it.
4. Bullish on gold and $BTC. The main strategy moving forward will be buying dips and going long. In August, I’ll consider using more tools for dip-buying.
5. U.S. stocks are too complicated—not my area of expertise. I’ll look for extreme highs and lows to find speculative opportunities.
I’ll discuss each of these points in more detail during live streams on Binance Square and Star Planet!
ethereum:0x68749665ff8d2d112fa859aa293f07a622782f38 bitcoin:native
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