@Guilin_Chen_ Guilin_Chen_
Chinese-language crypto/AI macro trader weaving cross-asset liquidity narratives with disciplined level-based execution
Posts (largely in Chinese, high reply volume) thematic macro
Grade = how their written analysis reads (A best). Trader score = how their last-20 timestamped calls performed vs SPY. · Analyst brief as of 2026-06-22.
Across their last 20 scored bets: 40% hit rate, +0.50% mean alpha, trader score +0.71. Their last-14d mentions, direction-adjusted, have moved -2.3% since posting (mean over 34 mentions with price data).
This author is mainly trading AI hardware through MRVL, with MU earnings framed as the key sector continuation test. The distinctive read is a barbell: buy/hold hardware strength while treating crypto as rangebound technically, yet still looking for the next cycle narrative in RWA, tokenized equities, and Ethereum. Late-week activity shows an MRVL add-back and continued caution around BTC/MSTR risk rather than a broad risk-on crypto chase.
Conviction is concentrated in MRVL and the AI hardware trade, with MU earnings treated as the next sector catalyst. The author added MRVL back mid-window while also saying short-term longs could take some profit before Fed risk, so the tape read is selective rather than broadly intensifying. Crypto is framed cautiously on BTC technicals and MSTR cycle risk, even as RWA, tokenized equities, and Ethereum remain the preferred longer-cycle narrative.
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-07-02 | BTC | @Guilin_Chen_ | +0.75 | Hold BTC longs and add on dips — BTC technical plan says long positions unchanged and dips are add opportunities. | · | tweet ↗ |
| 2026-07-02 | MU | @Guilin_Chen_ | -0.15 | Says BTC rebound is reasonable after long decline and warns against chasing Micron after rotation. | — | tweet ↗ |
| 2026-07-02 | BTC | @Guilin_Chen_ | +0.45 | Says BTC rebound is reasonable after long decline and warns against chasing Micron after rotation. | · | tweet ↗ |
| 2026-07-02 | MRVL | @Guilin_Chen_ | -0.20 | Recaps selling MRVL, entering/adding RKLB, taking profit on MSTR and opening BTC. | — | tweet ↗ |
| 2026-07-02 | MSTR | @Guilin_Chen_ | +0.10 | Recaps selling MRVL, entering/adding RKLB, taking profit on MSTR and opening BTC. | — | tweet ↗ |
| 2026-07-02 | BTC | @Guilin_Chen_ | +0.35 | Recaps selling MRVL, entering/adding RKLB, taking profit on MSTR and opening BTC. | · | tweet ↗ |
| 2026-07-02 | RKLB | @Guilin_Chen_ | +0.30 | Recaps selling MRVL, entering/adding RKLB, taking profit on MSTR and opening BTC. | — | tweet ↗ |
| 2026-07-01 | · | @Guilin_Chen_ | · | Wants a fast rally and consolidation so bears calling 40-50k cannot enter. | · | tweet ↗ |
| 2026-07-01 | NVDA | @Guilin_Chen_ | +0.10 | Compares crowded hardware trade to NVDA 2023-25 and expects rotation if macro improves. | -1.4% | tweet ↗ |
| 2026-07-01 | RKLB | @Guilin_Chen_ | +0.75 | continue holding; next target 124-141 — Says RKLB remains strong if it does not break 97, next target 124-141, continue holding. | +0.4% | tweet ↗ |
| 2026-07-01 | BTC | @Guilin_Chen_ | +0.35 | Gives BTC wave/fib levels and bullish path if 59081 holds and 62675 breaks. | · | tweet ↗ |
| 2026-07-01 | CRCL | @Guilin_Chen_ | -0.25 | Says trapped in CRCL and hopes BTC/ETH rebound helps recover losses. | +4.3% | tweet ↗ |
| 2026-07-01 | BTC | @Guilin_Chen_ | +0.45 | Says hardware may correct while Bitcoin bottoming setup could lead to larger rebound. | · | tweet ↗ |
| 2026-06-30 | CRCL | @Guilin_Chen_ | +0.15 | Discusses holding CRCL after gap fill, hoping for oversold rebound tied to Bitcoin. | +3.2% | tweet ↗ |
| 2026-06-30 | BTC | @Guilin_Chen_ | +0.35 | Discusses holding CRCL after gap fill, hoping for oversold rebound tied to Bitcoin. | · | tweet ↗ |
Grade is our human read-worthiness rating; trader score is a rolling 20-bet hit-rate/alpha composite — different things, often disagreeing. “Since then” is direction-unaware in the table; the summary line above adjusts for which way they leaned.