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BTC又到关键线？74600美元先别急着冲 (〜￣▽￣)〜链上数据把目光拉到74600美元附近：短期持有者实现价格约74595美元，可理解为近期入场资金的链上平均成本。过去这条线多次影响市场情绪与结构；2023年熊市反弹后重新站上，也曾带来一段强势行情。如今BTC反弹后再度靠近该线，市场自然联想到“相似剧本”。…#谷歌云业务增长82%，AI投入回报如何？ Google has always lagged behind products under Zuckerberg and Musk in the AI competition, despite investing more in R&D than the other…Oil prices have risen again. Brent rose 3.1% on Friday, closing at $116.72, the highest closing price since April 29; WTI rose 3.8% to 103.27. Brent gained 6…> $BTC 🔥 Evening Report — Oct 24: As U.S. midterms (Nov 3) approach, investors may be overlooking a recurring pattern — $BTC pullbacks in previous midterm…#SKhynixQ3HBM4Earnings Honestly, when looking at SK hynix's Q3 report later, the earnings figures might look really good because AI server demand is booming.…热度三巨头的裂痕：BTC爆仓8亿跌破8万，ETH巨鲸扫货155亿却涨不动，SOL升级完还在100美元挣扎三大主流，各自卡在完全不同的矛盾里 $BTC 日内跌2.67%，盘中低见79,277美元。过去24小时全市场爆仓约8亿美元，BTC爆仓2.35亿美元，超21.3万交易者被清算，多头占绝对主力。ETF两日净流出7…DeFi stablecoin yields have dropped back to low levels. The average yield of USDC on Aave Ethereum was 2.74% in 2023, rose to 6.57% in 2024, and dropped to 3…$940 million liquidations with longs accounting for 70%, leverage loosening ahead of price According to NewsBTC, digital asset investment management company CMCC Global plans to cooperate with Tether and an exchange called Securities to integrate…Vitalik mentioned an interesting cost difference: in Bitcoin mining, the costs of computing hardware and electricity each account for about half; whereas in…$ZEC Zcash 11 月 5 日要动出块时间，75 秒砍到 25 秒，顺带把六成手续费销毁进储备。这种冷门技术细节，多数人看都不看，我反而盯了半天。盘面没给面子。OKX 现价 1159，24 小时最低 1119，开盘 1250，一天掉 7 个点，币安低点 1118 几乎一个数。永续持仓 1.25 亿美元…BTC fell below 80000, ETH is stuck below 2400, and PEPE turned hostile after leading the rally. The market is shaking out those who just assume a rebound…Next week will be the busiest week of this earnings season for the US stock market, with about one-third of the S&P 500 components reporting results. The…Damn, 846 million liquidated in 24 hours, with the bulls alone taking on 702 million, almost 83% of it long positions. BTC liquidations hit 236 million, ETH…随着11 月3 日美国中期选举临近，投资者可能忽视此前选举周期中反复出现的比特币回撤现象。他认为，此次选举可能再次伴随显著波动，下行风险值得重视，其重点关注的下方价位为 73,000 美元。按其统计，在2010、2014、2018和 2022年美国中期选举周期中，比特币分别出现 72%、65%、52% 和27%…UNI和AAVE今天都在反弹，CRV反而出现回落，但过去7天CRV上涨超过8%，明显领先另外两者。DeFi板块短期涨跌和周线强弱正在出现分歧。 $AAVE 目前约148美元，24小时上涨约1.6%，过去7天仍下跌约2.5%。145—147美元是第一支撑，上方150—152美元存在压力。重新站稳158美元才能改善结构…#SK海力士Q3财报在即，HBM4能否提振盈利？ SK Hynix is about to reveal its Q3 earnings on October 28. According to the market data forecast in the image, 75% of people are…During the recent escalation in the Middle East, "buying gold to avoid risk" on OKX has been losing money. From the close on 10-21 to the close on 10-24: $XAU…Bitcoin Stalls Near $81.6K as Rate-Hike Odds Vanish Uniswap governance token UNI has dropped 29% over the past four weeks, underperforming Bitcoin and Ethereum. Meanwhile, the total liquidity of the Uniswap…Wild Swings for October $BTC *BTC ETF Oct — whipsaw:* - *Oct 7:* -$485M crash — biggest outflow since June - *Oct 14-16:* -$343M more, cumulative -$915M low -…UNI这步棋，真正的看点不在“买了多少”，而在“路通了”🚦 Hayden亲口确认，首笔通过受监管传统金融渠道执行的UNI大宗交易已经落地，这是DeFi代币头一回走通这条合规结算通道。注意，这跟CME上FalconX和GSR完成的那笔UNI期货大宗交易不是一回事——期货是现金结算，不碰现货。但两者合在一起看…BTC现货ETF资金反复，8万支撑下的分批思路我认为单日ETF申赎不必过度解读。10月19-21日净流入后，23日转为小幅流出，关键不是“流出”本身，而是流出规模明显收敛，说明短线卖压在减弱。资金反复更像关键区间内的筹码再分配，而非机构系统性撤退。 BTC在8万附近已横盘一周，前期密集成交区形成支撑…#HOODQ3TradingGrowth 3 keys for $HOOD & $xHOOD on Oct 27 (#HOODQ3TradingGrowth): 1. Bearish: On-chain txs & active addresses dropped sharply. 2. Bullish:…#亚马逊AWS增长提速，Q3能否延续？ Amazon's Q3 earnings report (after market close on October 29) focuses not on revenue but on cash flow. First, AWS is indeed accelerating,…#SK海力士Q3财报在即，HBM4能否提振盈利？ SK Hynix's Q3 earnings do not rely on HBM4; HBM4 is a long-term growth driver, not a short-term performance mainstay The core of Q3's…📊 Hyperliquid上方卖压浮现：多头兑现与开空并存 BTO暂报约81,850美元。Hyperliquid上7个重点地址今日在83,400—85,112美元区间挂出90笔限价卖单，合计约510.22枚BTC，名义价值约4289.6万美元，距现价约1.9%—4.0%⚠️ 从结构看，多头提前兑现是主线…别被群里的“快跑”带节奏😮‍💨，先把两件事拆开。贝莱德把3.56亿美元资产转进Coinbase Prime，吓人但不等于按了卖出键🧐。托管调仓、做市安排、申赎预备都可能长这样；转账是事实，砸盘只是猜测。更该看ETF流出的“方向”。DWF数据说，$BTC ETF资金流与前5天价格相关性0.54，与后5天仅0.03…10.25 Crash Review: Not a Single Negative Factor, But a Triple Squeeze Macro View Hot: Stagflation Trading Returns Brent crude oil broke through $116, with…In the first three days, over one billion just came in, but on Thursday alone, 635 million was lost. This is the real force pushing BTC back below 80,000 in…SanDisk's revenue up 372% but halved, can the next earnings report keep exploding? First, a contrast: Last quarter $SNDK revenue was 8.965 billion, up 372%…币圈最赚钱生意是什么？看费用榜就懂了💸 今日费用榜前五出炉，答案藏在“留存率”里👇 1️⃣ $PUMP ：24h费用578万，收入194万，留存34%——长期霸榜，但回购销毁力度不如HYPE🔥 2️⃣ Aethir：费用375万，收入75万，留存20%——AI+游戏GPU算力DePIN首次上榜，黑马味十足🚀 3️⃣…Let's recharge everyone's faith, Bitcoin $BTC How high can this bull market really go? In the past three times, buying 535 days before the halving and holding…灰度这份榜单，炸出了一个行业真相：协议赚钱，和持币人赚钱，中间隔着一道价值捕获的鸿沟📊 灰度把“代币持有者收益率”（质押+回购-新发行）和“调整后盈利收益率”拆开算，结果分化剧烈。$HYPE 以 8.0% 登顶持有者收益率，靠的是**99%协议收入自动回购销毁**，价值路径最短、最硬。CAKE 以 14.4%…#Strategy Earnings Preview: BTC Book Gains Rebound Sharply It is completely different from Netflix and Meta: Essentially, it is a Bitcoin holding tool stock;…BTC consolidates while ETH exchange rate weakens; altcoin sector under pressure The crypto market broadly declined over the weekend, with BTC falling below 80,000 and ETH dropping under 2,300. The core reasons are the rise in US Treasury…According to Farside Investors data, the US Bitcoin spot ETF recorded a cumulative net inflow of approximately $301.2 million this week, with BlackRock IBIT…暴跌这两天，到处都在传“鲸鱼在抄底”。数据不是这么说的。过去 24 小时，大约 3.2 万枚 $BTC 流入交易所，按现价折算二十六亿美元——4 月以来最大的单日流入。同一时间，确实有 40 个新地址从做市商 Wintermute 提走了 9,458 枚，值七亿多。一边进二十六亿，一边出七亿多，净流入接近十八亿。…10 月 24 日，比特币七日平均算力跨过 1,000 EH/s，达 1,131 EH/s。10 月 16 日难度 +5.92% 到 140.58T，10 月 29 日预计再 +6.44%。算力创新高。同一时间，最会挖矿的一批人在集体撤： IREN 宣布 12 月 31 日前退出挖矿，23.2 EH/s 全部转走…Four Major Dimensions Supporting the Possible Collapse of the Bitcoin Myth I. Scientific Basis (Cryptography, Quantum Information Science) 1. Bitcoin…#10月FOMC临近，美联储暂停加息还有哪些变数？ The October FOMC is very likely to "hold steady," but don't rush to interpret this as a dovish turn. Current data puts the Federal…#HOODQ3TradingGrowth robinhood chain, robinhood's blockchain where users trade stock tokens, saw dex volume drop 30% to $6.35b in the week from October 6-12.…Four Major Dimensions Supporting the Possible Collapse of the Bitcoin Myth I. Scientific Basis (Cryptography, Quantum Information Science) 1. Bitcoin…只要打不死我，我就会一直持有赖着$BTC $ETH 刚刚和一个老哥探讨了挺久为什么这波下杀？我俩谁也说服不了谁，观点碰撞，欢迎交流。我的想法是更加偏向于脱离宏观经济面，单纯下杀杀多，把多单杠杆杀完，减轻重量继续北上。因为宏观的加息预期什么的其实早就预料，这绝对不是这波突然下杀的理由，打仗更不用说了…This FOMC meeting landed in the early morning of the 29th Beijing time. The rate was just raised to 3.75%-4.00% in September. The mainstream market…#SK Hynix Q3 Earnings Report Approaching, Can HBM4 Boost Profitability? In the Q3 report, HBM4 is not the main driver of this quarter's profits and is…$NEAR vs $SOL : Smart Money Reveals Two Different Risks Both assets are heavily shorted, but the difference is profitability. SOL bears remain firmly in…#Can Robinhood's trading business growth continue? I am not optimistic about the sustainability of Robinhood's trading business growth. The core contradiction…盘口强弱榜 5分钟中位滑点，按盘口估算 ORDER、CT放大订单后，买卖滑点均明显增加，其中ORDER的10万规模模拟买卖滑点最高。 $IRYS 大额买入成本下降，小额买入几乎没变。10万规模模拟买入滑点由1.26%降至0.96%。1万买入仍约0.25%。深度在改善，同样单量更便宜了。 $ORDER…