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In Tesla's latest earnings report, what I am more willing to continue following is the software subscription, especially whether the company can keep…After the Federal Reserve enters the quiet period, the things that tend to get lively are actually those statements that have already been made. A speech from…GENIUS稳定币规则落地：奖励限制松绑，但短期别当利好炒 OCC发布《GENIUS法案》稳定币最终规则，2027年1月生效。核心变化有两点：发行商直接付息仍被禁止；但此前针对第三方奖励的“推定违规”条款被删除，合规平台做稳定币奖励改走个案审查，未来有了合规空间。个人看，这是长期制度利好…【$AAVE Buyback, Staking, and Burn All Set, Is the Token Price Finally Bottoming Out?】 The signal sent by Aave's founder this time hits the most concerned…ETF 连涨跌都猜不准？DWF Labs：资金流更像是行情的“后视镜”！一组数据直接戳破幻想： 📉 BTC 大跌 15% 以上的 8 次，有 7 次 ETF 资金净流出！ 📈 BTC 大涨 15% 以上的 9 次，ETF 资金流全部净流入！但真正关键的是： • 0.54：ETF 资金流与 BTC 过去 5…PEPE Rises 22% as Whale Conviction Beats Celebrity Hype 【KOSPI两天跌超6%，AI芯片的狂欢撑不住了？】韩国股市这波跌得够狠。10月21日刚反弹3.29%，22日转头暴跌3.52%，23日开盘后跌幅又扩大至3%。前一天的反弹几乎被吞掉，SK海力士（ $SKHY ）和三星电子（ $SAMSUNG ）再度领跌，市场显然还没稳下来。芯片需求并没有突然消失…隔夜美股收盘走势严重分化，道指几乎平盘微涨，纳指遭遇重挫。道琼斯：+0.02%，收52867.98 标普500：-1.21%，收7663.43 纳斯达克100跌2.9%创下6月以来最大单日跌幅 AI芯片、存储板块集体被抛售，费城半导体指数暴跌6.72%。SpaceX跌超9%，AMD、SK海力士、闪迪跌超8%…Saudi Arabia was hit by Houthi drones, Brent crude reached a new high of 113 USD this year, so inflation expectations have returned, and the probability of a…Q3 reported profits have a good chance, but the stock price's winning or losing point is not in the current profits, but in the HBM4 ramp-up guidance +…#SK海力士Q3财报在即，HBM4能否提振盈利？【利润冲新高还不够，SK海力士要证明HBM4还能继续赚钱】 SK海力士（$SKHY ）10月28日公布Q3财报，市场真正想看的已经不只是利润能否创新高。公司Q2营收79.32万亿韩元、营业利润60.54万亿韩元，盈利能力相当惊人。AI服务器持续抢购高端存储…On October 28, the Federal Reserve will hold a meeting. The coffin shop has already opened early. In the past 24 hours, the entire network liquidated $221…Western Digital Earnings Report: Storage Demand Remains Strong, Market Begins to Worry How Long Profits Can Last Western Digital's earnings report sends…$BTC and $ETH: Short-term Breather Amid Expectations of No Rate Hike With the midterm elections approaching, the Federal Reserve is clearly hesitant about…X Layer has been quite active recently, but I'm more concerned about whether OKB can truly benefit 🔍 Recently focusing on OKB, I found that X Layer is trying…SNDK dropped from 1409.5 to 1225.7, yet the perpetual positions increased by nearly 30% in one day. The bottom-fishing crowd here looks more and more…Oil-Led Yield Spike Puts AI Stock Bulls to the Test 兄弟们，盘一下美股里这三个自带流量的标的。别看着代码就冲，这三个货的底层逻辑天差地别，搞混了容易挨打。 $TSLA 386附近，财报是底牌，FSD是引擎。 Q3财报刚出，营收280.5亿、EPS 48美分，都超了预期。交付48.6万辆，未交付订单创近四年新高，需求端确实硬。但真正撑估值的不是卖车，是FSD…睡了一觉，账户里多了三个点——负的。 $QQQ 昨晚跌了 2.86%，纳指创六月以来最大单日跌幅。奇怪的是，跌的原因不是财报差，是财报太好了。$META 收入涨 26%，超预期，股价跌 7%，问题出在另一半：它同时把资本开支往上抬，自由现金流变成负的 21 亿。市场第一次开始给“烧钱”定价——不是嫌你赚得少…#October FOMC Approaches, What Variables Remain for the Fed's Pause on Rate Hikes? "Fed's Pause Shakes Up, Bitcoin Plunges $3,000" The Fed is set to hold its…10.23陈杰早间分析周五关注美消费者信心终值、美服务业PMI初值及英加零售数据。官方储备维持+23.02吨，机构持伧单日大幅减少11.97吨，主力筹码集中离场。今开4029，早磐受阻于4032后延续下行，盘中失守4020关口探至4019，现报4021附近。前期底部防线彻底失守，各周期均线全面向下发散…$GRVT dog whale has already fled, after months of trash bin buybacks of those 1.2 million tokens, they are desperate to promote everywhere, spending money to…$xMETA 昨夜下跌7%。公司2026年计划投入1,350亿—1,450亿美元资本开支。 Q3自由现金流却是负21亿美元。 AI需求确实很强。但现在市场开始认真计算：投入这么多钱，未来到底能赚回来多少？好产业不代表所有股票都值得高价买入。🔍 Here's the suspicious point: The bill hasn't advanced, so why hasn't the expectation of institutional participation completely cooled down? According to The…三个价格标签，三种追问方式 $BEAT 报0.07081，跌了4%。七美分听着轻巧，但总供应量10亿枚摆在那里——乘出来是7081万美元的完全稀释估值。这不是流通市值，只是“如果全量释放”的标价。单枚价格小，不代表盘子小；小数点往后挪几位，单位错觉就出来了。贵不贵，得让价格和对应数量同时出场。 $LINK 报12…#SpaceX's performance surges, can the merger with Tesla be advanced?#ETF买盘持续回流，BTC为何仍未走强？简单明了来说根本原因就是ETF回流多是长线配置资金，缺乏期货杠杆多头跟进；存量获利抛压、机构套利对冲抵消买盘；叠加FOMC加息预期悬而未决，宏观风险压制，上方套牢盘重，因此价格难走强。 $BTC $ETH #ETF buying pressure continues to flow back, why hasn't BTC strengthened yet?🌤️ 周五早上三个方向：隐私币在监管尴尬期、机器人自己走、黄金等下周 $ZEC 1,187附近，隐私币两头不靠 🧡 一边匿名叙事在回潮，一边全球监管（MiCA、GENIUS Act）在把合规要求往链上套，Zcash屏蔽交易功能没变，但隐私币在合规框架里的位置一直模糊。1187这波靠板块情绪拉了一波…#Can Robinhood's trading business growth continue? Robinhood's recent trading revenue has surged significantly, but such high growth rates are difficult to…SNDK dropped from 1427.2, last night at 21:00 that candle looked most like a trap. 193,000 volume is 6.8 times the previous candle, pulling 1300.2 up to 1350…#October FOMC Approaches, What Are the Variables in the Fed's Pause on Rate Hikes? ✅ Baseline Expectations CME FedWatch shows a 92.8% probability that the…#SK Hynix Q3 earnings report is coming, can HBM4 boost profitability? Next week's earnings reports are coming in quick succession, here is my ranking 👀 Amazon…$BTC has dropped back to around 81,000, right on the average cost line of ETF buyers and coin-holding companies 👀 It fell about 3.7% in 24 hours, with…As of October 23, 2026, the U.S. stock market is undergoing a highly structural sell-off: on the surface, tech stocks are dragging down the market, but at a…As of 8:12, the total liquidations across the network in the past 24 hours reached $329 million, with long positions accounting for $308 million or 93.7%, and…The crypto market fell from last night to this morning, not because of issues within the crypto space itself.📉 On October 22, the US stock market saw the…08:16，早盘这个反弹有点弱。BTC 从夜里低点往回抽了一下，现在在81,000附近磨,但反弹的量能没跟上,ETH 跟着到2,380,也没能站回2,400,涨得比跌得慢,这就是典型的下跌中继,不是反转。我的应对很现实：BTC反弹不过81,800就还是空头结构,到了82,000–82,200一带反而是找空的位置…93.5% voted to "go solo," $STRK dropped 32% in a week Starknet just concluded a vote: whether to explore breaking away from Ethereum and creating an…#October FOMC Approaches, What Are the Variables for the Fed Pausing Rate Hikes? Glassnode data from 10.15–10.21 clearly breaks down this round of rebound.…Uniswap quietly switches on hooks that route trades to rival pools $UNI Uniswap Labs has turned on aggregator hooks, a feature that lets Uniswap v4 pools pull…There is another detail worth noting today: the world's largest gold ETF reduced nearly twelve tons in one day, and silver even plunged over 5% intraday…$BTW don't short, 98% controlled supply, this control is no worse than RAVE Tonight, keep an eye on a number that hasn't trended: Japan's core CPI for September is 2.1%, exceeding the central bank's target, the first time since the…The stablecoin rewards channel has finally been loosened by regulators themselves. The US Office of the Comptroller of the Currency (OCC) released the final…The storage narrative cracked open another gap today, but hardly anyone looked up. SK Hynix just announced it is abandoning the plan for its flash memory…#October FOMC Approaches, What Are the Variables for the Fed Pausing Rate Hikes? 🚨 October FOMC is approaching! Pausing rate hikes is almost a consensus, but…At the early morning when 180,000 people were liquidated, the Nasdaq was also bleeding. This is not a coincidence; it is the same rope tightening. Bitcoin…20261023 1. Bottom fishing or portfolio adjustment? 1. BlackRock bought $665 million in BTC ETFs and sold $95.4 million in ETH ETFs on the same day. 2. On…Under the surgical light, when a heart is put on an extracorporeal circulation budget of $195 billion to $205 billion, the real question is never how fast it…