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#三星Q3利润预增近8倍，完整财报即将揭晓 Samsung's upcoming earnings report has exposed the bare truth of South Korea's tech sector. On the surface, Q3 operating profit surged…The daytime rebound couldn't hold, BTC and ETH hit resistance and then turned down, now the market is stuck in the middle, oscillating back and forth. Many…Damn, after looking at the revenue data of 15 launchpads, it's simply heartbreaking! In the past month, 10 of them have dropped more than 75%! This business…U.S. stock market is closed, but these three are still open. Weekend tokenized stocks' prices are entirely argued out by buyers and sellers themselves. The…Capital panel shows red alert: The more lively the rebound, the more it looks like a retreat signal Opening the capital panel, the short-term small green bars…📉 Leverage liquidation in progress: BTC holds firm at 80,000, the "high Beta" cost of SOL and ETH CZ just said that the next big growth wave in crypto will come from areas that people have underestimated. If you can discover them, early participants will…$BTC appears to be entering the sixth accumulation phase in nearly two years Based on the recent two years of BTC net position data on exchanges, it currently…✨Don't be misled by the market consensus that the October FOMC will pause rate hikes; this is not a substantial positive. The better-than-expected PMI data…#SKhynixQ3HBM4Earnings is a personal opinion and does not constitute investment advice HBM4 is still in the ramp-up phase this quarter, with limited shipment…🔴 Why did Bitcoin and Ethereum drop? The real reasons behind the market decline on October 25, 2026 跌归跌，我盯了一圈，BTC还在80248一线晃，跌了0.60%，ETH滑到2328附近，跌了1.69%，SOL在100.81一线打转，跌了0.58%，三个全往下挪，可谁也没真摔下去。这就是我等的一幕，各家季度合约还贴着溢价，BTC的季度价比现货高出0.88%上下，次季度更是高出2.2%左右，ETH的季度溢价在0…$BTC 审判周来了：美联储后天开会，比特币这三道坎必须盯死后天（27-28 号），美联储开议息会。这可能是年底前币圈最重要的一周。先把三张牌摊开。第一张，通胀牌。9 月 CPI 干到 3.7%，超预期。市场对 12 月加息的押注已经到 90%。第二张，油价牌。布油冲破 113，WTI 逼近 100。胡塞…狗狗币的价格在往下走，但合约市场的多头没走。多空账户比升到2.74，资金费率维持正值，年化约5%。这组数据放在一起，讲的是一个有点拧巴的故事：价格跌，多头不但不撤，还在付钱持仓。 $DOGE 资金费率为正，意思是多头定期给空头付费。近20天里，60个结算窗口只有15个为负，说明多头一路扛着成本在守…10-22 那篇 $IRYS 我写的是「涨了 71% 回吐 15%，是降温」。这句判断错了。真实情况：它从 0.0223 一路干到永续 0.40917，现货历史高点 0.2959（10-24 03:24），然后砸回 0.035。距现货历史高点 -88%，距永续插针 -91%，24 小时跌 43.5%。…$COMP Compound helped define on-chain lending, which gives COMP real history. It also faces a crowded market where Aave and newer money markets compete hard…$VET VeChain has always leaned toward enterprise supply chain and traceability rather than DeFi culture. That's a different game. Partnerships can look…ZEC's recent move is quite interesting. A few days ago, when it dropped to around 1100, the whole community was shouting "privacy coin bull run is over," but…The goal of the Strategy is clear: to continuously increase the amount of Bitcoin per share. Michael Saylor summarizes the company's capital operation…Let's talk about the recently popular altcoin irys over the past two days. 1. Many people short based purely on feeling, shorting when it doubles, doubles…The latest BTC sell-off looks more like aggressive deleveraging than definitive evidence that the lo 周末打完，8万还在手里这个周末的仗打完了，复盘一下战果：周六$BTC一度跌到7.92万美元，破了8万；周日全天在8.02万到8.06万之间磨，现约8.03万美元（北京时间21:27）——线破了又抢回来了，还守了一整天。代价不小：周末全网爆仓约5.44亿美元，多单占大头，杠杆先被洗了一遍。但结构上还是弱…📉 Will Bitcoin face another major correction after the US midterm elections?BTC and ETH are finally showing signs of life after a quiet day. 👀🌡️周日傍晚｜三大整数关口同步测试 $BTC 80191｜80000 📈 81000破位，80000出现承接，中长线缓慢吸筹。链上多空拉扯：长线提币囤货，短线转入交易所准备兑现。下周FOMC，84.5%概率利率不变，不适合短线博弈，切勿重仓。 $ETH 2314｜2300 ⚡ 自2433回落，巨鲸在2300买入1…#SK海力士Q3财报在即，HBM4能否提振盈利？ I think SK Hynix is very likely to exceed expectations this time. HBM4 will truly start contributing to Vera Rubin's revenue from Q3,…ENA 也是我前面帖子中提到的 4个标的之一：4H级别的结构从下跌趋势转向震荡或往上结构的标的。 ENA目前的震荡区间在 0.2144 到 0.1743 这个区间。昨日最低回到0.183 ，这个地方差不多就是安全区了。我是按照3比1盈亏比测算的价格。而在凌晨开启的反弹到今天早晨9点为止， ENA…Initia mainnet and Rollups are still halted, yet $INIT reports 0.15622 (+8.86%, +23.8% over seven days), funding rate -0.0133%, shorts are still paying…#Google Cloud business grows 82%, how is the AI investment return?✨Don't be misled by the market consensus that the October FOMC will pause rate hikes; this is not a substantial positive. The better-than-expected PMI data…Tonight in Orbit, I looked at both the cards that make money and the cards that lose money: the losing card actually looks more real.700块买的丑鸭子，现在地板价只剩13美元！这波也太惨了😂 有个项目发了一批鸭子头像NFT，挂的是进创作者活动、刷榜加成、分奖励池这些名头。铸造价大约2.5枚SOL，按当时价差不多400美元。还有人高位追到7枚SOL，一张差不多1400美元。项目靠这批NFT大概收走了5000枚SOL，折合大约75万美元。没过几周…SOXL is a daily 3x leveraged long semiconductor ETF, suitable only for short-term trading and not for long-term holding; it suffers from compounding decay…🔥 213,000 people liquidated 800 million, but a whale opened a long position of 37.8 million on ZEC! In the past 24 hours, about 800 million USD was liquidated…💡 Who holds the funds in the US market? Two giant whales' long positions provide the answer. After ETH's pullback, the trader address with a 100% win rate,…Leverage hasn't been fully cleared; don't rush to bottom-fish this V-shaped rebound #SK Hynix Q3 earnings report is coming, can HBM4 boost profitability?Bitcoin Trader Loses $370K Chasing IRYS Hype in a Day Whale short positions showing unrealized losses, relying on funding fees to "collect rent" A set of full-position short orders appeared on-chain, with BTC,…$BNB 今天是主流币里少有的红盘，币安现在 739 附近，24h 涨 0.9%，北京时间昨晚 23 点那根最低打到 718，今天中午 12 点摸到 748.65，从低点算反弹了 4.3%。背后的故事是代币化股票：Blockworks 的三季度数据，BNB Chain 上代币化股票交易额 256 亿美元，是二季度…王纯说：如果你在 $BTC 6万或7 万的时候卖早了，又没勇气在 8 万以上买回来，那就考虑SpaceX。他说$SPCX 是比特币之外最好的投资，你将投资于人类多行星未来的发展。同时记住当OpenAI和Anthropic上市时要卖出，因为这两人可能会让整个 AI 行业崩盘。王纯是谁？他是鱼池联合创始人…当Layer2把主网交互吸得干干净净，链上燃费跌至冰点，$ETH 的通缩叙事再也撑不起2,453.59的估值——100倍空单果断出击，+481.86%的收益说明一切。主网活性决定不了币价，燃费决定。燃费一停，销毁机制就成了摆设，高杠杆多头在阴跌中比急跌里更容易被慢慢磨死。 2,335.35不是终点…BTC卡在8万美元，恐惧贪婪指数51，美联储已加息至3.75%—4.00%。山寨季指数创一年新高66，但26个叙事分类里20个在跌，上涨宽度仅23.1%。指数在涨，盘面在死——这不是轮动，是极少数资产吸干存量流动性。 AI Agent支付最被误读。 x402生态累计超1.65亿笔，Base链上AI…周末这根针，扎得不少人一夜没睡。比特币一度跌破8万美元，CoinGlass 显示短窗口内爆掉4亿多美元，24小时总清算超过8亿，绝大部分是加杠杆的多头。跌完弹回来一点，但最难受的是 ETF 持有人，周末动不了，只能看着。同一时间 Arthur Hayes 说他清仓了。Maelstrom 把方向性头寸全平掉…每天早上 7 点半，同一个钱包从 $AAVE 提走约 1.34 亿 USDC 半小时后，原数存回。我翻了它的链上记录：从 9/10 到今天，至少连续 46 天，一天没断。提出都在 07:31–07:57，存回都在 08:06–08:32，每一次都正好跨过北京时间 8 点，也就是 UTC 0 点。今天 07…在牛市上涨过程中月线收红之后要多久才能够突破呢？在过去的牛市中，只要上涨遇到 $BTC 月线收红，就会进入长则6个月短则4个月的震荡期目前10月我们即将迎来 BTC 的月线收红预示着接下来4-5个月的震荡期，流畅行情可能到来得到明年的 1-2 月才会不错了加上多个流动性获取事件的发生…BTC once dropped below 80,000, now trading around 80,300, down only about 0.4% in 24 hours. The decline doesn't seem significant at first glance, but the…我早上刷到有人说，这周 BTC 现货 ETF 那 3 亿净流入几乎全靠贝莱德 IBIT 一家扛。我把 Farside 的表按家拆了一遍，IBIT 一家进的钱是全周净额的 1.88 倍，剩下 10 只加一块，这周净流出 2.65 亿。拿掉 IBIT，这周就是往外流的一周。我一开始也以为是几只小基金在出…AWS, this money-printing machine, has fully pressed the accelerator. 🏎️ The just-released Q3 earnings report has two key points: acceleration. 👇 Let's quickly…SpaceX 业绩大增传合并，卡点跟业绩没关系。SpaceX 这轮业绩市场给的数是年收入冲到一百五十亿美元上下，Starlink 占了一半以上，最近一轮要约收购把估值顶到三千五百亿到四千亿美元这个区间。真并进特斯拉，合并市值奔着一点四万亿去了。听起来很唬人，我把这事从头捋了一遍，卡的地方跟收入增速没多大关系。 1.…