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KR South Korean stock market "has crashed badly," is tonight's US stock market a bottom-fishing opportunity or a plunge?#SK Hynix Q3 earnings report is imminent, can HBM4 boost profitability? Probably not, mass production is still a long way off $UNITREE 还得是你兴哥。 **宇树爆了：$93.14，24h +21.5%，实体突破30日通道（高95.17）** 消息面催化是真的，不是纯拉盘：昨天生态大会王兴兴演示G1接入GPT-6、发布H2-X，OpenAI同日宣布组建Robotics团队；A股正股20CM涨停624元，6天+54%。 **交易结轮：…This wave of liquidation data is quite typical, with the longs being heavily cleaned out in a one-sided manner. BTC long positions are at 130 million, ETH…【韩股跌到4.2倍，便宜到能抄底了？】韩国股市这次是真跌出历史级别的低估值了。KOSPI未来12个月预期市盈率只剩4.2倍，连2008年金融危机和2020年疫情期间的水平都比它高。可笑的是，韩国芯片出口还在吃AI红利，股价却被砸得抬不起头。问题出在市场开始怀疑AI的钱还能赚多久。10月15日…The Wealth Transfer Chain Behind Core DAO's “Soft Exit” The so-called gradual decentralization and withdrawal from official validator nodes is essentially a…$WLD 50x空，开0.5626现0.5382，+217.73%（跌约4.34%）。雪球滚得顺，坡上卖盘一层层托着走，回踩不破才拿得住。但现在雪球太厚了——跌了4.34%后低位乖离拉大，获利盘像松雪随时塌，反弹就是平地，雪球散得比滚起来还快。 50倍反向仅约2.17%（~0.012）浮盈砍大半，容错极薄…$CL Crude oil remains high and continues to climb. The period from 2012 to 2014 also saw sustained high oil prices. Whether this will repeat now depends on…24H liquidations hit 475 million, with long positions accounting for 435 million, a one-sided massacre. BTC dropped from 84,000 to 81,300, ETH directly lost 2…先说结论：OKX 今天 17:00 官宣 xMARA，10-26 15:00 开现货。这不是又一个 X-Perp 永续，是一张能提到链上的代币化美股现货。差别在哪。$MARA-USDT-SWAP 现在就挂着，10 倍杠杆，24h 成交 $9.9 万、未平仓 $13.1 万。听着不小——但买一档只挂 5 股，约…Don't just focus on the Federal Reserve! With policy easing and the US stock market crashing, BTC and ETH are tugging between two lines Policy side: The long…Good evening, friends. Although I no longer analyze short-term trends, I will continue to follow up on my holdings. Last night, I made a large position in…The market is like saying it will turn from cloudy to clear, but you didn't bring an umbrella and ended up drenched. At $BTC 84500, the 50-day moving average…Bitcoin ETF Inflows Fail to Break Range as 100x Leverage Bleeds $SOL 群里又在喊摩根大通利好，我先泼瓢冷水。事情是JPM把两只代币化货币市场基金搬到了Solana上。听起来是机构进场的大事，但这类搬基金的动作，多数时候是给自己客户找个新管道，跟场内买单不是一回事。盘面也懒得配合：SOL现价103.9，24小时在103到105之间磨，涨幅基本为零。永续费率0.004%…【IRYS单日暴涨109%，翻倍行情还能追吗？】 $IRYS 这波儿已经进入情绪加速阶段。按当前报价0.04082美元计算，24小时涨幅超过109%，意味着短短一天价格接近翻倍。此前10月21日至22日，IRYS成交额就已从百万美元级别飙升至上亿美元级别，放量突破相当明显。…#Robinhood交易业务增长能否延续？《Robinhood 预测合约飙十倍》 Robinhood单季度交易收入冲到了7.76亿美元。这次最赚钱的不是传统股票，而是新开的预测合约，营收直接翻了十倍。传统股市周末一休市，散户资金闲不住。平台顺势把AI交易代理和全天候预测接通，资金像多米诺骨牌一样涌进全天候市场。…先想最坏情况：部分平仓不等于风险出清，剩余空仓如果继续遇到价格上涨，亏损仍可能扩大。Core Trader 98（0x376a38…9a9ff）这次对10倍杠杆的$kPEPE空单平掉约30%，平仓金额约8.81万美元，已实现亏损14,529.8美元。我以前做风控，看这种单子不会先问能不能扳回来…ETF ran $636 million yesterday alone — the $1.08 billion inflow over the previous three days was all for nothing. Here's what I saw: On Thursday, the US spot…$AVAX 接近9附近，公链折价为什么还可能扩大？今天早间现货快照中，AVAX的24小时涨跌幅-6.10%，区间9.053—9.708 USDT。回撤超过BTC，且价格接近区间低位。公链估值不只依赖技术能力，还要看应用是否留住资金、用户是否愿意持续付费。低价不能替代需求证据。若有效使用与资金留存改善…Today's article won't pile up data, just speak plainly. After watching $ETH's market this week, honestly, it's a bit frustrating. It's not about how much it…Robinhood的预测市场增长，我想先扣掉赛事和选举带来的热度，再判断能留下多少。公司此前扩大合作时，就把橄榄球赛季和临近的中期选举作为重要场景。这个方向很聪明：用户原本就在关注结果，平台把讨论变成可以交易的合约，参与门槛也低。但事件有高峰，交易量也会跟着有节奏。一个月特别热闹，不代表往后每个月都能照着增长。…I don't understand why $ETH can't hold 2400 now, yet you still want to buy the dip. Clearly, you could wait longer; 2300 will definitely break below. Right…Core Conclusion: Five large-scale unlocks will bring strong pulse-like selling pressure expectations, but a pulse drop is not a foregone conclusion, just a…$BTC 很少在十月以负收益收尾。还有一周时间将价格再推高一点，以保持这一连胜纪录。现货黄金失守4,000美元，报3,994.11美元一盎司，跌0.75%。另一头油在冲。布伦特站上114美元，美油站上100美元，都涨超1%。利雅得凌晨多次传出爆炸声，美以被曝已经制定中期选举后袭伊的计划。油在交易战争，金在被卖掉换现金。两个方向，同一件事。先看今晚，油守不守得住114，金收不收得回4,000。#Can Robinhood's trading business growth continue? Robinhood is about to release its Q3 earnings report. Looking at the forecast in the image, 73% of people…Google's performance trump card is actually Anthropic?! These three statistics are based on GAAP EPS, only SanDisk is non-GAAP EPS, and mainstream analysts…Net: accumulation and staking look constructive medium-term, but the combination of heavy monthly ETF redemptions, delayed scaling upgrades, thin L1 economics…But every delay extends the window where L1 fee revenue stays depressed (~$41M recently) while L2s capture activity with near-zero settlement costs, and…Last night's drop was actually the last thing the crypto circle knew about. Oil prices rose 4% in one day, the Nasdaq dropped more than 2.6%, risk assets were…Solid mid-term read. The $14.96M ETH ETF inflow on 10/21 (led by Grayscale Mini) did snap the 5-day outflow streak, but context matters: October still sits at…Spot gold fell below $4000, Bitcoin dropped from 84,000 to 81,000, with about $290 million liquidated across the network in 24 hours, nearly 90% of which were…Even Tesla’s “good print + lower near-term spend” got punished because the 2027-28 Optimus spend still looms. Risk appetite is clearly rolling over (bonds bid…This is the classic late-cycle AI question finally hitting the tape: how much CapEx can you fund with debt + dilution before the market stops, giving you the…$IRYS IRYS has recently surged over 80%, driven not by a single major positive factor but by a combination of "small market cap with low circulating supply +…Evening Review Today's Positions: Long $BICO, Long $HYPE Market & Smart Money Data HYPEUSDT Current price 78.05, slight pullback -0.72%. Smart money has a…Damn, big bro Maji cut losses again. Sold two mutant apes at a bargain price of 1 ETH each, originally bought for 6.13 and 7.5 ETH respectively, taking a huge…#Meta Q3 Revenue Exceeds Expectations, Massive AI Investment Raises Concerns Meta's latest disclosure is for fiscal year 2026 Q3 (ending 2026-09-30, released…According to Bloomberg, Gemini founders the Winklevoss brothers and DCG founder Barry Silbert are competing in the Zcash ecosystem, each supporting the mining…#SK Hynix Q3 Earnings Report Approaching, Can HBM4 Boost Profitability? Slightly Exceeding Expectations is Possible; Greatly Exceeding Expectations is Very…$STRK Unless the team reverses the damage caused by the malicious and extreme net spot outflow sell-off on the unlocking day, the bottom may still not be…Understand $DOS at a glance, why was there a sudden dip early on? The chip structure tells you! Could it be the next explosive $IRIS? Total supply 1 billion,…$ETH $BTC $SOL BTC is currently consolidating around 81592, ETH has pulled back to 2402, and $SOL is relatively resilient, holding near 104 with a slight…$ENA When the yield narrative encounters a pullback, which risk chain should be checked first? In this morning's spot snapshot, ENA's 24-hour price change was…Having a plan to get a license does not mean the license is already in hand The founder of Lighter said at the Q3 investor call on October 21 that in November…Unitree Technology is so unpopular that not even dogs want to buy it! Yet, this "not even dogs want to buy" stock surged over 22% today, brutally pushing my…Stop treating $MSTR, $COIN, and $CRCL as a basket of crypto stocks! This morning before the market opened, they all seemed to be recovering: MSTR bounced back…This market situation is like the weather forecast saying "cloudy turning to clear," you believed it, didn't bring an umbrella, and then got soaked through.…In 24 hours, 528 million inflows turned into 380 million outflows. The speed at which institutions turned their backs is even faster than a candlestick wick.…