Sabitlenmiş Tweet
BlockFlow
4.4K posts
BlockFlow
@BlockFlow_News
Discover Verified Trading Insights from Top Experts, KOLs, VCs and More😏 Every View is Tracked🎯
HONGKONG Katılım Haziran 2017
638 Takip Edilen4.3K Takipçiler
Track the latest KOL views live 👇🏻
blockflow.news/en-US/views
English
$SIVE is now up +1,857% YTD 🚀
The Swedish-listed AI photonics stock is becoming one of the hottest names in the CPO trade, with a potential Nasdaq US listing now acting as the next major catalyst.
Because of this, its financial report was pushed from May 20 to May 29.
Narrative-wise, bulls see $SIVE as a possible bottleneck in AI infrastructure, supplying laser tech for the next wave of optical data centers.
But after an insane run, the debate is getting louder.
> Some see an early AI photonics winner before US institutions enter.
> Others see a momentum trade priced way ahead of fundamentals.
Here are the hottest bullish and bearish views on SIVE right now:
🟢 @Ren_aramb
Plans to hold for around 3 years and ignores short-term chart FUD or dips.
His bullish view is driven by catalysts like Jabil, the photonics ecosystem, Nasdaq listing in H2 2026, passive inflows, and retail momentum.
🟢 @aleabitoreddit
Serenity is the loudest and highest-conviction SIVE bull, known as one of the original callers on WSB/X.
Believes SIVE is the highest-upside Western CPO name under a $14B market cap.
Compares SIVE’s setup to $LITE’s early stage and argues that laser supply is becoming a major AI infrastructure chokepoint.
🟢 @jimmyhuli
Treats SIVE as a core CPO/light-communication name and has written detailed Substack research on the ecosystem.
He viewed previous sector-wide weakness as a buying opportunity and said POET-related concerns would not materially hurt SIVE’s fundamentals.
🔴 @SingularityRes
Acknowledges the bottleneck narrative but questions how SIVE can justify its current valuation with only around $50M guided revenue by 2027.
His concern is that the market cap has moved too far ahead of visible fundamentals.
🔴 @jasonschips
The most openly bearish voice and is actively pushing back against the SIVE bull thesis.
He argues the rally is speculative, unsustainable, and not supported by actual fundamentals or confirmed volume purchase orders.
DYOR, NFA.
English
Would you marry someone you don't love just to keep trading?
For mainland Chinese US stock traders who have lost access to their brokerages, the answer, increasingly...
IS YES.
That is what unfolding right now inside the Futubull community.
> A mainland “D-cup beauty” was looking for an overseas husband.
> A trader born in the 90s, claiming a 2,046% return, was open to “any gender” for identity access.
They are literally willing to marry someone just to keep trading 😭
On May 22, 8 Chinese agencies including the CSRC jointly released the Implementation Plan for the Comprehensive Rectification of Illegal Cross-Border Securities, Futures, and Fund Activities.
On the same day, regulators announced proposed penalties against three offshore brokerages.
For mainland users already holding US stocks in Futu or Tiger accounts, the message that actually stung came down to one line:
SELL ONLY. NO BUY.
That means for the foreseeable future, if you want to open a new US equities account to buy $NVDA, $TSLA, or an S&P 500 ETF, you first need proof that you are not a mainland Chinese resident.
For China’s middle class in 2026, foreign identity is quietly turning into an asset class.
$FUTU $TIGR
Serenity@aleabitoreddit
Feels like $FUTU and $TIGR are kinda screwed? The Chinese Gov is going after their historical revenues. There's basically no fair law in China (esp. with IP), so if Gov wants something done, courts will be rigged against them. So no chance of an appeal, unless they make a hidden deal. Also don't think the brokerages are able to pull a $GOOGL like their 20 decillion fine, given local operations So TLDR: Good lesson learned to avoid Chinese exposure from $BABA to $PDD as much as possible... And (as seen with $META + Manus + this case), even if something looks cheap. There's a reason why all the US equities have premiums, even if a little high.
English
It seems that im the only one bearish on $NEAR
BlockFlow@BlockFlow_News
TLDR: $NEAR sits at the intersection of hot narratives - AI agents x privacy 🚀 It is positioning itself as the infrastructure layer behind both narratives. > NEAR Intents lets users and AI agents simply state what they want to do, while solvers handle execution across chains. > Confidential Intents adds the privacy layer, enabling opt-in private execution through a dedicated private shard. As of today, $NEAR is already up +69% over the past 30 days. Here are some of the key thoughts on $NEAR we found: 1️⃣ @alpha_pls Bullish on $NEAR as best-in-class infrastructure for AI agents and the agent economy. Highlights NEAR’s privacy, intents, confidential execution, chain abstraction, and AI Cloud as key reasons why the setup is still underpriced. 2️⃣ @mert Sees NEAR as underrated, especially for privacy and intent-based cross-chain use cases. Has shown interest in how NEAR AI fits into the broader crypto AI stack. 3️⃣ @loshmi Has been accumulating around $1.8, calling it a generational trade and one of the last strong PvE coins alongside names like $ZEC and $HYPE. 4️⃣ @MarkTheApe99 Short-term cautious on NEAR’s current pump, mainly from a TA and risk-management angle. He acknowledges the strong narrative but is selling into green candles, worried that the sudden CT hype could turn into distribution. 5️⃣ @Ryker_Crypto Bullish long-term on NEAR but cautious after the recent pump. Took profit on a small futures long and warned people not to FOMO after a vertical move.
English
good tech deserves to be built on, would encourage folks to mess around with the $NIL stack and look at everything they've created -- really dope stuff
BlockFlow@BlockFlow_News
As the privacy narrative wakes up, @nillion is finally getting the spotlight. ethereum:0x7cf9a80db3b29ee8efe3710aadb7b95270572d47 is up almost 100% in this month alone 🚀 ICYW, Nillion is building the “Blind Computer” for the AI era, a network where sensitive data can be stored, processed, and used without ever being exposed. The thesis is simple: > AI needs more data. > But most of that data stays locked away because companies and users do not want to hand it over to centralized AI systems. Nillion’s pitch is that AI can use private data without seeing it. Here are some of the early callers we found, plus a quick technical breakdown of how the chart looks: 1️⃣ @au_xbt One of the loudest NIL callers, calling it massively undervalued even after a strong pump. View is more momentum-driven, focusing on the AI x privacy narrative, Binance spot and futures listings, high volume, and low on-chain liquidity. 2️⃣ @CryptoTomYT In his May 23 article, he compared NIL to past major runners like near:native, $ZEC, $VVV, and $GRASS, arguing that quality AI/privacy narratives have consistently outperformed. Sees ethereum:0x7cf9a80db3b29ee8efe3710aadb7b95270572d47 as deeply undervalued at around ~$26M market cap, especially given its team, $50 mil+ funding, strong backers, and potential for a major re-rating. 3️⃣ @nikshepsvn One of the strongest ethereum:0x7cf9a80db3b29ee8efe3710aadb7b95270572d47 bulls, mainly because he is not just talking about the project - he is actively building on it. He has built and open-sourced projects like blindcache and blindchat using Nillion’s stack, including nilDB, blindfold, nilAI, and TEE inference. 4️⃣ @YashasEdu His thesis is more long-term and infrastructure-focused, seeing private compute as the hidden layer AI agents actually need. Views the recent price move as early validation of a setup he has been calling for a while, rather than a random short-term pump. 5️⃣ @Finora_EN AI trading signal account. No fundamental opinion on Nillion's tech, team, or narrative. Expecting price to fall first from the $0.083-$0.085 supply zone, targeting $0.077-$0.073 or lower. Nillionaire.
English
@nillion Track the latest KOL views live 👇🏻
blockflow.news/en-US/views
English
As the privacy narrative wakes up, @nillion is finally getting the spotlight. ethereum:0x7cf9a80db3b29ee8efe3710aadb7b95270572d47 is up almost 100% in this month alone 🚀
ICYW, Nillion is building the “Blind Computer” for the AI era, a network where sensitive data can be stored, processed, and used without ever being exposed.
The thesis is simple:
> AI needs more data.
> But most of that data stays locked away because companies and users do not want to hand it over to centralized AI systems.
Nillion’s pitch is that AI can use private data without seeing it.
Here are some of the early callers we found, plus a quick technical breakdown of how the chart looks:
1️⃣ @au_xbt
One of the loudest NIL callers, calling it massively undervalued even after a strong pump.
View is more momentum-driven, focusing on the AI x privacy narrative, Binance spot and futures listings, high volume, and low on-chain liquidity.
2️⃣ @CryptoTomYT
In his May 23 article, he compared NIL to past major runners like near:native, $ZEC, $VVV, and $GRASS, arguing that quality AI/privacy narratives have consistently outperformed.
Sees ethereum:0x7cf9a80db3b29ee8efe3710aadb7b95270572d47 as deeply undervalued at around ~$26M market cap, especially given its team, $50 mil+ funding, strong backers, and potential for a major re-rating.
3️⃣ @nikshepsvn
One of the strongest ethereum:0x7cf9a80db3b29ee8efe3710aadb7b95270572d47 bulls, mainly because he is not just talking about the project - he is actively building on it.
He has built and open-sourced projects like blindcache and blindchat using Nillion’s stack, including nilDB, blindfold, nilAI, and TEE inference.
4️⃣ @YashasEdu
His thesis is more long-term and infrastructure-focused, seeing private compute as the hidden layer AI agents actually need.
Views the recent price move as early validation of a setup he has been calling for a while, rather than a random short-term pump.
5️⃣ @Finora_EN
AI trading signal account. No fundamental opinion on Nillion's tech, team, or narrative.
Expecting price to fall first from the $0.083-$0.085 supply zone, targeting $0.077-$0.073 or lower.
Nillionaire.
Nillion@nillion
Nillion is for every app in every vertical.
English
Track the latest KOL views live 👇🏻
blockflow.news/en-US/views
English
TLDR: $NEAR sits at the intersection of hot narratives - AI agents x privacy 🚀
It is positioning itself as the infrastructure layer behind both narratives.
> NEAR Intents lets users and AI agents simply state what they want to do, while solvers handle execution across chains.
> Confidential Intents adds the privacy layer, enabling opt-in private execution through a dedicated private shard.
As of today, $NEAR is already up +69% over the past 30 days.
Here are some of the key thoughts on $NEAR we found:
1️⃣ @alpha_pls
Bullish on $NEAR as best-in-class infrastructure for AI agents and the agent economy.
Highlights NEAR’s privacy, intents, confidential execution, chain abstraction, and AI Cloud as key reasons why the setup is still underpriced.
2️⃣ @mert
Sees NEAR as underrated, especially for privacy and intent-based cross-chain use cases.
Has shown interest in how NEAR AI fits into the broader crypto AI stack.
3️⃣ @loshmi
Has been accumulating around $1.8, calling it a generational trade and one of the last strong PvE coins alongside names like $ZEC and $HYPE.
4️⃣ @MarkTheApe99
Short-term cautious on NEAR’s current pump, mainly from a TA and risk-management angle.
He acknowledges the strong narrative but is selling into green candles, worried that the sudden CT hype could turn into distribution.
5️⃣ @Ryker_Crypto
Bullish long-term on NEAR but cautious after the recent pump.
Took profit on a small futures long and warned people not to FOMO after a vertical move.
English
$PURR is up +123% YTD as $HYPE becomes one of crypto’s strongest tokens this year.
The company bought roughly $220M worth of $HYPE and is now sitting on nearly $1B in unrealized gains.
As the only listed equity proxy for $HYPE, $PURR has naturally become a FOMO vehicle for US equity investors.
But whether $PURR is actually cheap depends on one thing - dilution
> The same balance sheet shows a 23% discount or an 8% premium, depending on how you count shares.
> Issuing more shares isn't automatically bad. If management sells stock at a premium and buys more HYPE with the proceeds, per-share coin holdings rise.
> The danger is issuing below NAV during a drawdown, which dilutes existing holders directly.
> Real NAV is probably lower than the headline numbers suggest.
And there's no track record to lean on.
As a six-month-old company, the management hasn't been tested in a drawdown, so there's no evidence yet on whether they'll buy back stock at discounts or keep issuing into weakness.
BlockFlow@BlockFlow_News
English
Track the latest KOL views live on our website:
blockflow.news/en-US/views
English
As the hottest token right now, the hyperliquid:native narrative is not just about price action anymore.
After China cracked down on Futu, Tiger Brokers, and other platforms offering access to US stocks, part of the thesis is that Chinese retail and high-net-worth users may move further on-chain.
That makes Hyperliquid interesting: it is a DEX, has no traditional broker account friction, and gives users access to crypto perps without the same KYC-heavy setup.
Short term, hyperliquid:native may still dip from profit-taking, unlock concerns, and regulation FUD.
Here, we summarized some of the latest hyperliquid:native views from CT:
1️⃣ @Pentosh1
Sees Hyperliquid as better positioned for regulation while institutions accumulate through the panic.
2️⃣ @wufantouzi
Sees it as one of the durable long-term winners in crypto, supported by strong profitability, buyback mechanics, and potential inflows from Chinese retail and high-net-worth users moving on-chain.
3️⃣ @AltcoinSherpa
Expecting HYPE to go higher despite current consolidation, and considers it a buy-and-hold asset.
4️⃣ @nobrainflip
Sold 60% of his spot HYPE at $64 due to local top concerns, unlocks, and potential FUD, but still calls it one of the strongest projects in crypto and plans to buy back lower.
p/s - his "sold 60% of my spot hyperliquid:native here at $64" was mocked as larping and became a copypasta.
5️⃣ @CryptoHayes
Remains publicly bullish on hyperliquid:native, but on-chain activity tells a more neutral story:
a linked wallet appeared to sell around ~$55, then bought back around ~$63 just days later as hyperliquid:native rebounded.
English
GM! Happening this week (May 25 - May 31)👇🏻
Mon 5.25
> $22.82M $H unlock (3.85%)
> $7.26M $XPL unlock (3.69%)
Tue 5.26
> South Korea Digital Asset Joint Association members delist RESOLV spot trading pairs.
> $11.69M $HUMA unlock (20.04%)
Wed 5.27
> Web3 robotics company XMAQUINA launches $DEUS token TGE.
Thu 5.28
> 🇺🇸 Initial Jobless Claims, Q1 GDP data & April PCE data, 12:30 UTC
> 🇰🇷 Bank of Korea rate decision, 00:50 UTC
> Meta annual shareholder meeting, 17:00 UTC
Sat 5.30
> 🇮🇷 Iran suspends steel and steel plate exports until May 30.
Sun 5.31
> $15M $SUI unlock (0.36%)
English
Daily Pulse: May 25, 2026
Top 3 assets by mention:
> bitcoin:native: 6 mentions - 3 bullish, 3 bearish. Evenly split, signaling disagreement at key technical levels.
> hyperliquid:native: 5 mentions - 5 bullish, 0 bearish.
> $ZEC: 5 mentions - 5 bullish, 0 bearish.
Aggregate sentiment:
13 bullish vs 3 bearish views across these assets. Market leans long, but BTC remains the main battleground with no consensus.
English