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$HYPE and $SOL spot ETFs both saw net outflows of about seven to eight million dollars yesterday, with spot prices and on-chain activity also slightly…#ETF单日流出超6亿美元，BTC价格能否企稳？ ETF单日流出超6亿美元，BTC短期企稳难度较大。据SoSoValue数据，10月22日比特币现货ETF净流出达6.35亿美元，贝莱德IBIT流出2.54亿美元，富达FBTC流出2.17亿美元，机构避险情绪明显升温。价格方面，BTC在未能突破84,800至85…Peeling off the "filter" of SK Hynix Q3 earnings report: The frenzy and reality of HBM4 Miners collectively switch to AI, yet Bitcoin's hashrate surges to 1 ZH/s, hitting a seven-month high—no one saw this plot twist coming. According to…It is highly unlikely to rise; today is more likely to be a weak consolidation unless there is a sudden positive news. Why is it bearish? - The Middle East…$ETH 顺便说说ETH 这一轮BTC的下行，主要是跟随美股同步杀跌。拿历史上美股下跌阶段的波动对比，这次BTC、ETH其实跌得并不多，抗跌属性显现。结合下周美股看涨的预期，ETH极大机会跟随上行，预计接下来1～2周会迎来一轮修复行情，给到一次跑路减仓的机会。加密市场波动剧烈，不要重仓博弈，务必做好风控。把SpaceX和特斯拉放进同一家公司，可能让故事更丰富，也可能让股东更难分散风险。这点容易被“超级科技集团”的想象盖过去。汽车、卫星通信、火箭和AI看起来属于不同产业，听上去像是天然互补，但它们如果共同依赖大规模投入和持续融资，面对资金成本变化时，未必能相互抵消。假如合并真的推进，股东持有的业务范围会扩大…$BTC 多头大量清洗后，短期抛压已释放一部分。如果BTC能在 80000 企稳，可能是阶段性反弹机会，若继续破位，则还有多单等待爆仓，下方还有空间 $BTC 我 81000 开多，是我基于自己的交易系统做出的判断，可能对也可能错市场最迷人也最残酷的地方就在于：它从来不会因为你分析得头头是道就赏你一口饭吃我能做的，只是把每一笔交易的止损写在前面，把仓位控制在自己能睡得着觉的范围千万别照搬我的单子，每个人的资金量、风险承受力都不一样。这波从 84875…SpaceX's ultimate goal may not be 100GW of computing power, but an annual addition of 100GW! Is Wall Street underestimating Musk's ambition? A long-term…First, a fact: Starting in November, over 6 million US Webull customers will see $BTC perpetual contracts in their US stock app. The contracts are listed on…$BTC's total network hashrate has rebounded to a seven-month high. The price hasn't risen much, but mining investment is increasing, which is the most…#MetaQ3营收超预期，巨额AI投入引发担忧美股盘面分析：AI融资担忧重创科技股，防御板块成避风港隔夜美股分化加剧：纳指跌2.60%，费城半导体指数暴跌6.72%，标普500跌1.22%，道指微涨0.02%。 Meta虽营收超预期，但资本开支承诺飙至8250亿美元、自由现金流转负，引发AI融资链恐慌…来看BTC永续巨鲸持仓数据，当前币价82036，资金费率微负。巨鲸总持仓33.5亿USDT，一共714头巨鲸，名义多空比仅48.67%，空头占优。多头巨鲸298个，平均开仓价85807，现在全部浮亏，未实现亏损超5053万USDT，盈利占比仅29.53%；空头巨鲸416个，平均开仓价76499，同样处于浮亏…今天午间我是盯多空比吃饭的，中午这张表把我看乐了。美联储进了静默期，下周二三开会，这几天市场上没人敢乱说话，盘面只能看仓位表态。先看SOL，现在104一带晃悠，一天跌1.55%；ETH在2400，跌1.82%。欧易那张表上，SOL的散户多空比2.56，ETH的散户多空比干到2.95，一边倒。…#October FOMC is approaching, what are the remaining uncertainties about the Fed pausing rate hikes? Folks, the October FOMC is just around the corner, and…Meta 财报超预期，股价却被 -7% 处决：这是今年第三次了。看见了： Q3 营收 646 亿美元、同比 +26%，超了华尔街预期。但资本开支 349 亿、总费用 +68%，自由现金流从去年 +106 亿掉成 -21.2 亿，2026 年 capex 指引直接加到 1350–1450 亿。同一天 Nasdaq…迪倒车接人：天才交易员的入场券与存储芯片的震荡迷局 “倒车接人”——这句币圈与股市通用的黑话，此刻正精准地描摹着闪迪（SNDK）在资本市场的惊险一跃。当股价在震荡中回踩，财报中却赫然躺着一份大利好，这种极致的预期差，往往就是顶级猎手最兴奋的时刻。如果你敢于在今晚的恐慌中从容抄底，那么恭喜你…比特币的“独角戏”：主导率背后的市场分化逻辑当前的加密市场呈现出一种耐人寻味的“分化”态势：Bitcoin 的价格虽然在上涨，但更广泛的加密市场大部分仍然处于承压状态。这种“一枝独秀”的现象，恰恰揭示了在不确定性高企的背景下，资金流向的避险本能。投资者正倾向于将敞口集中在 BTC 这一“数字黄金”上…Total liquidations across the network reached 431 million! SOL is purely being dragged down, HYPE is the real problem In the past 24 hours, total liquidations…KLA dropped nearly 10% in one day on Thursday, losing half its value in just over three months. A company with almost no competition for its business has…Google > 3.10 —— 15% This time is exactly the opposite of Q1 and Q2: Q1 GAAP was 5.11, Q2 was 9.11, all relying on equity revaluation (Q2 single quarter…⚡️ $ETH Fine-tuning the short positions at high levels, it's still better to be conservative with shorting Ethereum at high levels. Just like before, Bitcoin…On October 23, spot gold fell below $4000/oz during the session, potentially marking the largest weekly drop in over four months, with silver's decline even…ETH spot fund signals must be taken seriously! The decline is only 14%, but the sell-off far exceeds the total accumulation of the past two months. ETH's…Revenue hit a record but missed expectations, dropping overnight to about 79. My advice for $DECK at this position is not to rush. Fiscal Q2 revenue was 1.481…I treat this piece of information as a data review: the input is a net outflow of $635.54 million from Bitcoin spot ETFs yesterday. BlackRock IBIT outflowed…$BTC The Federal Reserve meeting is next week, and many people are still waiting for a "rate cut benefit." But the market is betting on something else: 📌 On…10.23 Gold Day Session Strategy Sharing: Yesterday I emphasized that if the gold price breaks below 4100, it will continue to decline, for three reasons. 1.…#French government bond yields hit a 24-year high, will bond market risks spill over? The boss has something to say Solana completed the first phase of the…$AKE The long positions on the car are laughing so happily now, but when the short whales start smashing the market later, they'll be crying miserably! Right…#存储芯片股再度下跌，AI投资回报担忧加剧 US Stock Market News Analysis: Has the AI faith collapsed overnight? Apple hits new highs against the trend, Meta's negative cash flow…$BAT 老币尽量不要碰，全部解锁的项目方手里的卖完后面绝不会再拉盘的，最终的结局就是下架 4. $159 million worth of $BTC exchanged for 63,700 ETH! Are whales no longer playing with Bitcoin? A large-scale position swap has once again drawn the market…All the different dog squads, come quickly, if no rescue comes, it's going to crash hard Last night’s US stock market close: Dow Jones was up, Nasdaq fell 2…Today, while reviewing futures data, I saw a rather strange scene. $DOGE's 24-hour price dropped nearly 3%, and the RSI plunged directly to 28, deep into the…This time, Trump has resurrected the Cold War-era Defense Production Act, designating oil exploration, refining, pipelines, storage, and terminals as critical…October 23 Bitcoin, Ethereum, US stocks, market analysis... Is it a good day to buy the dip?$TSLA Profit under pressure, cash flow turning positive, which side of the financial report should we focus on? In the Q3 report released on October 21, Tesla…BTC is building a sell wall at 81,400, ETH is dancing on the short sellers' grave — at 12:30, who's putting on a show? The long position meat grinder is…Amazon > 2.00 55% Q3 also does not include Anthropic revaluation (the $53.4 billion gain from Q2 has already been recorded), so GAAP ≈ adjusted EPS, basically…$ETH Ethereum is weakly oscillating around $2,370, with short-term technical signals leaning bearish, but some price-direction-inconsistent events are…Microsoft > 4.82 68% In the past four quarters, GAAP has consistently exceeded expectations (+2%~+33%), with Azure guidance at 45% constant currency. Morgan…#MetaAISpendingConcerns Meta's Q3 revenue rose 26% YoY to $64.601B, but Al spending raised concerns over returns. Latest filings show future lease and…SanDisk > 47.15 80% Guidance 44–46 USD, but using the company's own revenue/GM/expense median to reverse calculate about 46.4, the guidance itself is…There is a puzzling point that I want to highlight separately. In the past three days, about $1.07 billion has flowed into the US spot Bitcoin ETF, and…$BTC fell below 81,000, evaporating $120 billion, and the group chat was full of wails. But I saw a piece of data that I think is worth discussing: ETF net…JPMorgan gave BTC an "official price tag": 10% annualized JPMorgan's 31st Long-Term Capital Market Assumptions included Bitcoin for the first time: baseline…Meta’s 26% year-over-year Q3 revenue growth to $64.601 billion has yet to ease investor concerns. With AI infrastructure commitments approaching $825 billion,…Bitcoin, Ether and Dogecoin fall as capital splits three ways