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Lying in bed, I glanced at the overall market data and it hit hard. I stared at these numbers and couldn't recover; winners and retail investors are standing…#SK海力士Q3财报在即,HBM4能否提振盈利? The OKX earnings season is heating up this week, and my core prediction logic is simple: don't blindly trust paper data; the macro…ETH whale sells another 3,000 coins, OG secures profits According to on-chain analyst Ai Yi's monitoring, ETH OG with a cost as low as $18.82 continues to…ETFs are visibly buying, but the market is crashing—who is frantically dumping? In the past 24 hours, the entire network saw liquidations of $490 million,…Mainstream coins under the liquidation squeeze: which side will break first in the short term BTC, ETH, and SOL are currently squeezed between two liquidation…$ZEC ZEC is having a rough day today: it dropped from 1258 to 1141 in 24 hours. I pulled OKX at the current price of 1160 tonight, down nearly 6%. Binance's…$BTC 我两小时前刚说完倾向ETF那边,周四数据一出来就打脸:美国现货BTC ETF净流出6.356亿美元,6月25日以来最大的一天,把前三天10.7亿的流入吐回去六成。 拆开看,IBIT流出2.54亿,FBTC 2.175亿,ARKB 1.09亿,主流基金全在撤。十月累计因此转负,约-1.76亿…Mainstream Coin Traps: BTC Longs Liquidated $440M, ETH Whales Accumulate but Price Stalls, SOL Upgrade Launch Backfires The top three mainstream coins on the…SNDK at $1240, are you bottom-fishing or catching a falling knife? 3 days countdown to the earnings report, your finger hovers over "Buy"—is this trade bottom…#Robinhood交易业务增长能否延续? Trading business growth not only continued but accelerated; new businesses (prediction markets, Bitstamp) also delivered incremental…I’m not bearish on storage this cycle, but I’m also not rushing to call for a doubling. First, the consensus: AI training and inference push data volumes to…Is Elon Musk now paying 8%–9% interest just to borrow money to buy chips? $SPCX is negotiating a $40 billion financing deal to purchase Nvidia chips through a…$DOGE vs $HYPE : Two Crowded Short Trades Both assets face bearish pressure, but their positioning reveals different risks. DOGE shorts are sitting on…马斯克现在借钱都这么贵了吗?部分债务利息谈到8%—9%,我是真有点看不懂了。 $SPCX 准备搞400亿美元融资,买英伟达芯片发展AI,还专门弄个特殊目的载体,把债务放在表外,尽量别影响自己的投资级评级。 高盛、阿波罗都在谈,Pimco也可能参与。结果AI市场最近一波动,投资者又开始嫌之前谈的利息不够高…#SK海力士Q3财报在即,HBM4能否提振盈利? Q3 Earnings: Will It Exceed Expectations? Conclusion: Operating profit exceeded expectations, but revenue slightly missed forecasts…$BTC 上一次美国的中期选举 是2022年的11月份 我印象那时候也是熊市 那一轮大饼是69000跌倒15000 11月份大概是17000-20000震荡 半年后2023年市场才算稳健起来 再往前比较相似的 是2018年的11月份 那时候也是我加速亏钱的时候 也是大饼二饼再次探底的时候 到2019年年初…BTC, ETH & SOL: Is a Major Breakout Brewing After Market Consolidation?#SK海力士Q3财报在即,HBM4能否提振盈利? 【ETF Alert】ETF: As of October 23 (partial data, 1 not yet released) net outflow of $137.9 million, outflow for 2 consecutive days,…兄弟们,币圈最致命的从来不是突发暴跌,而是行情磨盘下的手痒乱操作! 当前BTC在80000关键节点,机构Wintermute明确给出核心区间:有效跌破这里,行情会顺势下探76000关口;重新站稳支撑,才具备修复反弹条件。上方87700是年前集中套牢成本区,浮亏筹码扎堆,是实打实的强抛压位…#10月FOMC临近,美联储暂停加息还有哪些变数? The Federal Reserve's FOMC meeting on October 27-28 is just around the corner. On the surface, the market generally expects no…#SK海力士Q3财报在即,HBM4能否提振盈利? The storage sector is split, with Micron and SK Hynix gaining, while SanDisk and Western Digital are hit—why? On Friday, the storage…$XAU BlackRock's statement this time actually provides investors with an analytical framework to "separately consider the long and short term." In the long…$BTC 在80,695.7附近被压着走,近24小时多单清算3,226万美元,空单1,557万美元,挨打的是多头。资金费率三期从0.0100%落到0.0034%,杠杆多头在主动撤。 中美投资摩擦传到币圈,主要走风险偏好这条线。期权那边很平静,DVOL 37.5,持仓put/call 0.93,没人花钱买大波动…#SK海力士Q3财报在即,HBM4能否提振盈利? 海力士本季度不会超出财报预期反而下跌原因很简单 现在华尔街盯的不是“能不能超预期”,而是“这波存储周期还能撑多久”。SK hynix 即将发布其 2026 年第三季度报告(预计在 10 月 27-28 日左右)。THE LEDGER HAS A RECEIPT. Two $75M subscriptions. Roughly 145M new sgBENJI shares. One receiving wallet. Franklin Templeton’s tokenized money-market fund on…MSFT 今天下午这张图基本是画出来的。14:00 那根 0.84 张,18:00 3.49,19:00 4.85,20:00 只有 0.09 张——不是缩量,是没人。 十九小时从 526.55 滑到 523.2,跌 3.3 块,一路没有一小时反抗过。这 3.3 块是在零成交上滑的,不代表谁真想卖。 昨天 21…$SNDK is showing how strong fundamentals don’t always protect a stock from a sharp correction. After closing near $1,238, price remains under pressure…#Middle East crude oil supply risks rise again, oil prices continue to strengthen Recently, tensions in the Middle East have escalated again, directly pushing…关键位和两种剧本 8万到8.1万是核心,因为Glassnode估算美国现货ETF持有人平均成本接近8.1万,也就是边际买家的盈亏平衡点。守住,10月22日那笔6.35亿美元的大流出就只是回调噪音;破了,新买家从扛单变成想跑,可能把单日流出拖成连续流出。短线先看81190到81200能不能收复,80515是短线防线…$ETH 昨晚打到 2351,后面没继续破低,这一点更值得看 10/22 我提过,2 小时如果失守 2384,下一步就看 2357。昨晚最低给到 2351,基本算是按预期走完了,这笔判断记对。 但比起目标位到了,我更在意它之后的反应:没有一路往下出溜,反而很快拉回来。昨天剩下的时间主要运行在 2351—2417…Today's price position BTC is around 80,600, with a 24-hour high of 82,000 and a low of 80,400. The market status is marked as a downtrend, the fear and greed…#SK Hynix Q3 Earnings Report Approaching, Can HBM4 Boost Profitability? So far: Analysts expect another record-breaking quarter, with consensus operating…The European session is winding down, approaching the US session's vanguard, the very moment for Liangshan Marsh to muster its troops. On the ETH side, among…Elon Musk doesn't even want to build towers, Friday sees US telecom tenants collapse first as a toast AT&T dropped 7.96% to close at 20.93, nearly 100 million…下午那档说 1240~1246.7 是真空里的线、撑不住。六小时过去,验证了一半:线破了,但不是被钱砸破的。 17:00 一根 5915 张——只有前一根 3082 的两倍——就把价格从 1238 捅到 1233。而 03:00 砸到 1230 那次用了 54656 张。同样四块钱,一个花五万四,一个花不到六千…原油一路疯狂上涨,黄金却跌破4000美元关口,比特币和以太坊也跟着走弱 先看原油,布伦特原油期货盘中一度触及117美元附近,美国WTI原油也突破103美元。此次上涨主要受到中东地缘局势升级影响,沙特相关设施安全风险增加,市场担忧原油供应受到进一步冲击。油价持续走高,意味着能源、运输等成本可能继续增加…26年10.24。高频交易 手续费的磨损占比会非常高损耗非常高SpaceX现在是Solana 上交易量最大的股票 在 $SOL 上,10 月交易量最大的股票,不是英伟达,是 SpaceX。 $SPCX 的代币化股票,10 月至今交易量3.33 亿美元。 $NVDA (英伟达),10 月至今交易量2.55 亿。 英伟达的市值远大于 SpaceX,但在链上,愿意交易 SpaceX…借 100 万 USDT 的朋友注意:Aave 10 月 21 日把以太坊 Core 市场 USDT 利率的分水岭从 94% 利用率挪到 92%,一年后多付 25000 美元利息。 新参数:基础 0%,第一段斜率 4.5%,第二段 10%,分水岭以上每 1% 加 1.25%。所以 94% 利用率下利率从 4.5%…Not checked for a day, BTC has quietly slipped down to 80,618 again. It slid all the way down from above 81,900, and ETH followed, dropping from 2,413 to 2…#AIMemoryDemand *Oct 2026: RAM shortage is structural.* - Samsung/SK/Micron using 22% of DRAM wafers for HBM (AI) → 30% by 2027 - DDR5 price 4x — 32GB kit…On October 13, the Tianjin No. 2 Intermediate People's Court accepted the prosecution's application to confiscate a batch of involved assets: 61,896 bitcoins,…#闪迪存储业务高增长能否延续? I am optimistic about SanDisk, but I don't want to simply attribute the reason to "AI needs storage." We need to first look at what has…$ORDER 永续20倍空,入0.07787、标0.06528,+323.35%。 结构上主跌段还在(高点下移、0.07没站回),所以空单逻辑没坏,不全清。但低位反弹说明有买盘在接,不再是"闭眼拿"的阶段。 "理由没坏"和"该收"从来不冲突——今天ZEC、WET、IRYS那几张都是这么处理的:留底仓跟,把大头锁了。…On Thursday, the US spot $BTC ETF saw a net outflow of $635.6 million 😮💨 The day before, there was a net inflow of $528.4 million, with about $1.07 billion…$BTC 波动率已跟英伟达坐一桌 CoinDesk数据:BTC 90天已实现波动率38%,英伟达37%。2020年以来BTC均值58%,标普500仅11%,黄金23.5%。BTC没变稳定资产,只是从极端波动赌场滑进大型科技股波动区间。 矛盾的是:波动率降,爆仓没降。24小时全网清算4.66亿美元,多头占3.19亿…Summary of Reasons Why the Current Crypto Market Faces a More Severe Bear Market 1. Macro Liquidity Tightening, Risk Asset Environment Continues to Cool…币安 $IRYS 这波操盘,简直是教科书级的精准收割。 从0.02附近低位暴力拉升到0.50,再一根大阴线砸回0.12,24小时成交额直接干到20多亿U。 这种振幅不是行情,是做市商拿着清算图在打靶,空头被爆得最惨,单笔几百万U的大户空单直接被扫掉,多头追高的也被后面的砸盘清算。 散户大户谁来都得交学费…Gold crashes, US stocks fall, BTC only drops 0.29%: Has it become a safe haven?避险情绪还没散,黄金却先把“避险资产”的招牌砸出了一道裂缝。 现货黄金一度跌到 3986.5美元附近,自7月以来首次失守4000美元,本周跌幅超过3%,也创下近几个月最狠的一轮回撤。 奇怪吗?其实不奇怪。 油价高企重新点燃通胀担忧,市场对美联储后续加息的预期又抬头。利率越高,美债收益率越有吸引力,黄金这种“不生利息…