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财报 EPS 3.83 对预期 5.46 明面暴雷，盘后却涨 2.17% 到 712.68——市场不看 GAAP，只认“罚款一次性”。营收 646 亿美元（+26%），广告展示量 +10%、单价 +14%，量价齐升。净利 98.6 亿同比 +264%，EPS 全差在 98.9 亿美元诉讼费，剔掉这笔约 7.4…#特斯拉Q3汽车毛利率回升，自由现金流转正特斯拉Q3财报对TSLA走势的影响：短期偏多，中期待验证。利好面：剔除监管积分后的汽车毛利率回升至18.1%，在监管积分收入暴跌73%的背景下仍环比改善，说明单车盈利触底回升，这是市场最关注的边际变化。自由现金流达15.3亿美元，远超预期的负值，且资本开支仅47…DOOD两天涨一倍二，可同一个四小时里永续成交是现货48倍：这出戏不在现货上演两天前收0.001322，前一天收0.002155，昨晚收0.00293；BTC才涨3%。昨晚20到23点四个小时：现货合计636万，永续3.04亿。持仓从43万膨胀到717万，十六点五倍；费率今天零点-100bp，最深档…The most frustrating thing today is not the drop, but that ETH first handed me hope, then took it back. $ETH once surged to 2528, babala's long position at…SpaceX's Q3 AI revenue of $7.560B, its largest segment, makes the merger discussion more consequential than a simple Musk-led consolidation. Yet the…#特斯拉Q3汽车毛利率回升，自由现金流转正 💯💯💯 Tesla's latest financial report has eliminated the biggest negative story in the merger (continuous losses, pure cash burn),…A single-day increase of ten points, then watching half of the gains being given back — this is the classic "false breakout" pattern for small-cap tokens, and…$ETH Ethereum core developers proposed a draft to separate the voting on "which is the latest block" and "which blocks are finalized." After reading it, I…Very happy, the two I called yesterday both went up, and I received many private messages thanking and praising me. The genius trader has regained confidence.…Tesla's noise The room quieted down, and I slowly finished scrolling through the unread messages saved from work during the day. Just as I was about to put down my phone,…Only 23.16 million left after 527 million USD, how long can ETF buying support last?AI revenue surpasses Starlink, but SpaceX's main profit still comes from its connectivity business No rate hike does not necessarily mean good news: BTC has to pass two hurdles this time #SpaceX业绩大增，与特斯拉合并能否推进？ SpaceX最新财报营收大幅增长，市场再度传出SpaceX和特斯拉合并的猜想，但这件事落地难度极高，短期很难推进。先看利好逻辑：两家公司实控人都是马斯克，业务上可以协同。特斯拉的AI、自动驾驶算力，能给SpaceX星链、星舰项目赋能；星链卫星网络…Meta's revenue rises 26%, don't just focus on that $9.89 billion settlement fee BTC leads, ETH follows, altcoins wake last: trading the repricing order #Tesla Q3 Auto Gross Margin Rebounds, Free Cash Flow Turns Positive Tesla's Q3 earnings report highlights two core positives that could potentially boost the…Cash flow has turned positive, but Tesla's profits have not yet turned around #Meta Q3 Revenue Exceeds Expectations, Legal Fees and AI Spending Under Pressure The boss has something to say Meta's Q3 earnings are out. Revenue reached 64…$ZEC Two giant whales opened nearly 30,000 long positions on Hyperliquid within 15 hours, but the coin price dropped directly from 1368 back to 1286, as if no…$SOL The largest network upgrade in Solana's history officially went live yesterday, claiming a 150-millisecond finality. So what happened? The coin price…Small DeFi tokens rally as USDT supply shrinks and Bitcoin falls.$DOT A wallet plugin secretly leaked private keys, hiding it for a full 20 months before being caught, with 8 people losing a total of 17,286 DOT. Guess how…Finally got a bit of my old blood back. Last night I almost thought it was going to zero. Checked the market at 12:46 noon, finally able to catch a breath.…The days when you could blindly buy altcoins and still make money are completely over; only a very few will survive going forward.午盘：$BTC 82.9k 贴着低点磨，多头这口气快憋不住了先说结论：上午这波不算稳住。$BTC 82,909，24 小时高点 84,899、低点 82,642，振幅 2.6%，现在就压在低点边上。$ETH 2,445（-0.05%），$SOL 105.46（-0.40%），兄弟几个谁也不想当第一个站出来的。…$BTC ⚠️Why did BTC plunge? 1. Technical aspect: A strong supply zone formed above 84000 after a surge, multiple tests failed, a CHOCH structure appeared on…Sister 24 directly liquidated all long positions in $BTC and $ETH in the early session, precisely escaping the top with a position worth millions. Big money…On the 19th, Ajian mentioned that from this week until the FOMC on the 27th, there are no new macro factors in between, so prices usually fluctuate within…BTC和ETH这对“恩爱夫妻”，正在各玩各的期权隐含波动率跌到五年低位33.5%，偏斜度一周塌了近3个点，但交易员一边拿着多单，一边悄悄扫入7.8万和8万美元的看跌期权，单笔2.04亿美元。翻译成人话：嘴上说不要，身体在买保险。更骚的是资金费率转负、恐惧贪婪指数还在“贪婪”区—杠杆在撤退，情绪在硬撑，典型的…$BTC 特斯拉Q3营业利润7.18亿美元，同比少了一半多。同一个季度，它那11,509枚比特币一枚没动，账面就多出2.88亿美元浮盈（税前），相当于营业利润的四成。原因很简单：BTC 6月底约5.86万，9月底约8.36万，一个季度涨了四成多。但这笔钱是按市价记账的：币价涨，利润表好看；币价跌…ZEC从八月不到500拉到9月27号的1650，19号回撤到1055，这周弹回1291。涨得急、回得深，关键是看反弹能走多远。整轮500到1650的0.5在1075，19号恰好在1055止跌，资金认这条线，是最后防守位。更关键的是1200附近：整轮的0.382在1211，近一波1650到1055的0…I don't currently consider this short position as a trend-following trade—a single short position only indicates direction, it doesn't prove a trend. Core…Zombie chains dominate, public chains left only with stock battles The story focuses on Boss Shi. An old familiar figure in the crypto trading circle, his track record is shocking: starting with 20,000 yuan, he rolled it up…🚨Morning plunge! BTC surged to 84,900 then crashed back to 82,750. Bears just got liquidated, and bulls are taking the hit now? This morning it hit 84,899,…Strategy's Bitcoin exposure makes its financial performance closely connected to BTC's price movements. But investors need to distinguish between changes in…Many people in China have a misconception that as long as they buy a house outright with full payment and have no bank mortgage, even if they lose their job…#MetaQ3营收超预期，法律费用与AI支出承压 $BTC Meta营收炸了，华尔街却在算另一笔账 Meta Q3营收646亿美元、同比+26%，超预期的634亿，广告引擎没熄火。但利润表另一面不好看：总成本暴涨68%到516亿美元，吃掉一笔98.9亿的法律费用（青少年心理健康和解案），净利润98.6亿、EPS…The surge is not a sign that the bull market is back; it's just that the shorts have been dragged out for a "public shaming" again. $BTC touched 85,000, $ETH…💻 I want to break down this opening position by code review: The input is Core Trader 07 (0x8afaca…28113) opening a short on $PLTR with 3x leverage, position…How to view gold for the long term?I saw BTC dropping for a few hours this morning and thought there would be fewer people going long on OKX, but the number of people actually increased. The…The US OCC just confirmed on October 21 that the GENIUS Act and regulatory rules will take effect on January 18, 2027. This is not some bullish news that will…Another L2 has shut down. Sophon announced it will completely go offline on November 30, with November 25 as the withdrawal deadline. After that day, coins on…特斯拉Q3：利润腰斩，空头为啥还不敢笑？财报第一眼挺吓人：Q3营收280.5亿美元、基本持平，净利润7.87亿同比腰斩43%，营业利润也掉了56%。但市场看的是另一面：调整后EPS 0.48美元、超预期的0.45；交付48.65万辆超预期；自由现金流15.3亿美元转正；手里还攥着454亿美元现金。…$XRP Among the major coins, it's the only one in the green today, yet leveraged funds haven't followed at all. XRP rose 1.07% in 24 hours, priced at $1.3466.…#MetaQ3营收超预期，法律费用与AI支出承压 New short position on $SPCX, the core word is: supply. Tonight (October 22), up to 1.3 billion SpaceX shares will be unlocked, the largest batch since listing…