allincrypto 熬鹰资本 🇨🇳
allincrypto 熬鹰资本 🇨🇳|Sep 09, 2026 14:59
Still feel like there’s going to be a big dip. The market has already started shifting focus to short-term cash flow-heavy companies, instead of chasing those that require long-term investment to see returns. Right now, the companies with the best cash flow are naturally upstream companies related to data centers and raw materials. Storage and CPO are part of this, and they’ve been surging recently. Meanwhile, software and service sectors are starting to decline again. This also indirectly shows that Wall Street players are swapping out 'storytelling' stocks for those with strong cash flow. As for the crypto space, it’s also considered a risk asset. Especially crypto-related stocks like MicroStrategy—companies with high debt and low cash reserves are under pressure. Of course, MicroStrategy did sell quite a bit of crypto at $60K, so their cash position is a bit better now. But their narrative and story are still more long-term focused, so they might follow this U.S. stock market adjustment downward as well.
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