500k people follow Ki Young Ju's charts. Here’s how he actually reads them. @ki_young_ju, founder of @cryptoquant_com , for Blockchain 100. Key takeaways: 1. A chart tells you what, never why He left technical analysis because the price can’t explain itself, and real alpha is seeing what drives a decision before it reaches the chart. 2. Imagine seeing every bank transaction in the world That’s how he described on-chain data to me. All of it is public, and reading it is the hard part. 3. Manipulation has a signature A large deposit from a founder or market maker, then a price spike as they sell into it, and the price never recovers from there. 4. He grades analysts on three things Whether they admit being wrong, whether they bring evidence, and what he calls a clown score, meaning attention-seeking posts versus actual insight. 5. A wrong call isn’t wrong data He called the cycle over in 2025 and said so publicly when it didn’t play out, because the read can be wrong while the data still holds. 6. His next model reads words, not wallets An LLM scores what top analysts are posting, so instead of only seeing what money did, you see what people believe. 7. He barely trades Mostly hedges, and his own approach is spot and DCA, because that’s the best odds if you’re not calculating them yourself. 8. Have principles Decide yours, live by them. Full episode on Binance Square: binance.com/en/square/audio/…

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Still unsure whether to be bullish or bearish on $MU into tonight's print? Here's the framework. I sat down with @Sam_Badawi (founder of Solid Finance) a few hours before Micron's FQ4 report. Key takeaways: 1. A beat is already priced in Micron has beaten top and bottom line every quarter this cycle. The market expects it again. If guidance is merely in line, the stock likely doesn't move up, even on a strong print. 2. Guidance decides the reaction The question isn't whether Micron beats, but how much it raises. Strong FQ1 guidance with continued acceleration into year-end is the bull scenario. In-line guidance is the risk. 3. Three things to check in the report Growth rate (still accelerating?), gross margin (nothing below 86%, ideally expanding), and new long-term agreements beyond the current 16 customers. More LTAs mean revenue the market hasn't modeled yet. 4. This print moves the whole sector Micron is the first major memory name to report. Any commentary suggesting supply or demand is less constrained than perceived hits all of semis, with Micron moving multiple times the sector. 5. On the Burry short Sam's view: Burry will eventually be right. Memory prices at this level are not sustainable forever. But timing matters, and shorting into a cycle that could run further is how you lose money before the thesis plays out. 6. Why this cycle may differ Past memory cycles were driven by phones, PCs and crypto mining. This one is driven by HBM for AI datacenters. DRAM is the local road, HBM is the highway. Demand is structural, at least for now. 7. What would flip his view Any commentary on demand tapering from the CEO or CFO on the call. Demand is the whole story. Watch the call, not just the print. Full preview on Binance Square app.binance.com/uni-qr/cspr/…

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