According to BlockBeats, on July 31st, renowned trader Ouyang Zhaibai commented on the violent rebound of the storage sector after several days of sharp declines: "When things reach an extreme, they create a counterforce. For example, Zhang Xiaolong encouraged college students to invest in tech stocks, and the Hynix girl posted a message about Seoul's Golden Age. Only a few weeks have passed, and the fundamentals of storage haven't changed significantly, yet stock prices have fallen by half. This is the reverse leverage-clearing momentum generated by a consensus bullish sentiment across all trading levels."

Previously, it stated, "We will continue to accept orders today." It placed numerous tiered limit buy orders for SK Hynix ADRs in the range of approximately $122 to $94. A few days prior, it had claimed that the biggest trading opportunity of the year had arrived and had begun bottom-fishing in storage concept stocks using a tiered, spot-buying strategy without stop-loss orders.

Ouyang Zhaibai has long employed a low-leverage trend trading strategy, the core of which includes "going long on genuine breakouts," short-term responses to extreme market sentiment, and strict position control, with total leverage typically not exceeding 2 times. His trading philosophy emphasizes achieving compound interest through trend-following holding and periodic bottom-fishing, and prioritizes staying in the market, opposing high leverage and full-margin trading.

According to BlockBeats, on July 31, based on BIT (bit.com) market data, Strategy Perpetual Preferred Stock (STRC) was trading at $89.43, up 2.35%, reaching its highest price since July 2.

Strategy will release its Q2 earnings report at 5:00 AM (UTC+8) on July 31st. Furthermore, Strategy has not increased its Bitcoin holdings for the fifth consecutive week.

Recently, Strategy founder Michael Saylor emphasized that Strategy will not issue new shares when the STRC price is below $100. The company has already repurchased 288,930 STRC preferred shares for approximately $25 million, at an average repurchase price of $86.52 per share. Strategy plans to continue as a "regular and disciplined buyer," repurchasing STRC shares when the price is below $100, increasing purchases as the price moves further away from $100, and reducing repurchases as the price approaches $100. Currently, Strategy still has approximately $975 million available for preferred stock repurchases. The funds for the STRC repurchase will not use US dollar reserves but will be raised through methods such as the sale of MSTR stock and Bitcoin, depending on market conditions, with the goal of stabilizing the STRC price around $100.

According to BlockBeats, on July 31st, data from BIT (bit.com) showed that the Situational Awareness fund, managed by 25-year-old Wall Street AI stock guru Leopold, had seen most of its holdings sold off , indicating that Leopold had indeed fallen before dawn. Possibly influenced by the liquidation news, its previously held stocks (according to the Q1 13-f report) all surged, including:

CleanSpark (CLSK) rose 21.61%;

Riot Platforms (RIOT) rose 23.70%;

Applied Digital (APLD) rose 21.27%;

Core Scientific (CORZ) rose 22.93%;

IREN Ltd (IREN) rose 28.83%;

CoreWeave (CRWV) rose 24.53%;

SanDisk (SNDK) rose 24.34%;

Bloom Energy (BE) rose 27.05%.