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SanDisk $SNDK dropped nearly 20% in a single day, followed closely by Micron. A few days ago it was Intel, but Intel is a bit different—they fell because of…After reading, I noted three things. My first reaction was not to speculate on the market trend, but to want to redraw the line between "technical discussion"…$UUP Does better-than-expected employment necessarily mean the dollar will continue to strengthen? Tonight's nonfarm payrolls are a key event window for the…Brothers, today's news just exploded! The central bank directly named Solana through the Financial Times, saying it advertised on the outer wall of the…My first reaction upon seeing this message is: short-term watch the excitement, long-term watch the ledger. I usually separate the "upgrade narrative" from…Today's drop is because of this ban. $BTC I think it's ridiculous. If it were really a ban, then other countries around the world, especially East Asia, would…This BNB Chain upgrade superficially adds an interface for developers, but in reality, it changes the resolution of on-chain time. Previously, contracts could…The broth in the pot on the stove hasn't reduced yet, but Oklo was already eager to lift the lid—reporting Q3 results in early to mid-November, the steam…KOSPI's 20-minute halt after an early decline of more than 8% shows how quickly concerns around AI spending can move from a US tech repricing into Asian…#Oklo核能供电布局距离商业化还有多远？ (Personal opinion, for reference only) Overall assessment: Oklo still has a long way to go before large-scale commercialization. It is…The referee's hand has already touched the chess piece, but the board is not yet fully drawn—that is the most dangerous part of the current game. The "Clear…Capital Flow: The Illusion of ETF "Turning Positive in a Single Day" Completely Debunked by the Next Day's Data This is currently the most easily…Tonight at 21:30 is the Nonfarm Payrolls release, BTC is first consolidating around 76000 waiting for the result📊 The lowest during the day dropped to 75143,…$TRX Stablecoin transfers are an important part of blockchain utility, and TRON has established a significant position in this segment. But transaction…$GLD What combination does gold fear most facing the non-farm payrolls? The employment report will provide wage and labor market information tonight. Stronger…Usually, before the non-farm payrolls, there are signs of risk aversion and capital flight. Today is somewhat unusual; both bulls and bears are aggressively…After reading, I noted three things. I prefer to view this as an infrastructure upgrade rather than directly translating it as a positive impact on the coin…I've held this $OKB order for almost a month, so why has it dropped? 1. BTC and ETH stalled after their upward moves 2. BNB hacker incident, BNB is slowly…#Oklo核能供电布局距离商业化还有多远？ Oklo's test reactor has achieved first criticality, with the first commercial Aurora unit targeted to be operational by 2028, about two…Why does the transition between the old and new Congress affect the US-Iran situation? Although the Democrats won the midterm elections, the new Congress will…I always thought that coin issuance platforms just made money effortlessly, but later I realized one thing: what they receive is coins. Pump.fun was quiet for…The selling pressure of $SOL has returned. Pump.fun resumed transfers after a 15-day pause, sending 68,300 $SOL to Kraken this time, worth about 6.15 million…$BTC ｜Understanding the underlying logic of this V-shaped rebound based on the US midterm election results As the US midterm election results gradually settle…#OkloQ3NuclearOutlook #How far is Oklo's nuclear power layout from commercialization? Oklo is still a whole "regulatory hell" away from commercialization:…In the current cycle, are you more focused on the time progress or the depth of the pullback?#OkloQ3NuclearOutlook #How far is Oklo's nuclear power layout from commercialization? Oklo is still a whole "regulatory hell" away from commercialization:…ONE chain hacked: attacker forged about 3 trillion ONE (~26% of supply) and dumped them on exchanges Official response: emergency validator patch to stop the…Bitcoin core developer proposes "quantum landmine": must stake an equivalent amount of BTC before stealing coins #美国新旧国会交接或影响美伊局势 I saw the news about the transition between the old and new US Congress, and many people on Orbit are discussing whether the US-Iran…$TLT Is long-term debt necessarily the most direct beneficiary of weak non-farm payrolls? Tonight's employment data will affect growth and policy path…Tonight at 21:30, the US October non-farm payroll data will be released 😇 Last night's market was really a bit scary, with the Nasdaq 100 plummeting 6.4%, the…The rebound only lasted one day; it's the shorts covering that ran out. $BTC dropped from 81,000 to 76,000 in one hour, which looks like a pullback. Here's…#AAOIQ3 revenue increased by 128% year-over-year, hitting a new high for six consecutive quarters The boss has something to say Last night I said AAOI was the…#美股遭大幅抛售：费城半导体指数创2020年3月以来最大单日跌幅 Last night, US stock risk assets collectively plunged, with the AI computing power sector becoming the hardest hit. The…Conclusion first: OKX connected three TradFi perpetuals today from 17:00 to 17:30 — $XLV (US Healthcare), $EIDO (Indonesia), $EWZS (Brazil Small Cap), 20x…The non-farm payroll shot tonight is aimed at interest rates, not the coin price $BTC Mining companies are shifting to AI data centers, and cost accounting is being put on the table first My stance: Mining companies doing AI data centers…$XAUT is setting up a pristine technical bounce from structural support. Sellers are losing traction as major bids step in to defend the range. Buy Zone 4,045…Up 106.02% in 24 hours, but the latest complete 1 hour is almost flat, while the trading volume increased by 56.10% compared to the previous period. In the…$BTC Don't treat ETF inflows as a “safe haven” On November 5, the market got another lesson from the funds: BTC spot ETF net outflow was about $430 million,…AI revenue is skyrocketing, but Wall Street wants to cut the valuation by 500 billion? Anthropic, the company behind Claude, might be undergoing a significant…I just finished reviewing this round of long and short data; the market's severity far exceeds expectations. First, looking at $ETH, the bulls suffered heavy…$ALGO Algorand’s technological proposition emphasizes efficient transaction processing, security, and accessibility. These characteristics can support…$BTC price has returned above 76000, but I wouldn't call crossing the integer level a direct trend reversal. Personal market observation: after a sharp drop,…#Oklo核能供电布局距离商业化还有多远？After reading, I noted three things. As someone who keeps lists, I'll first clarify the numerical scope; otherwise, seeing "losses exceeding $2 billion"…After 100,000 people were forcibly liquidated, I put my long position on the table for the first time Having seen through the underlying logic of the crypto world, I found that the biggest difference between Bitcoin and Dogecoin is actually "self-interest"…Washington is at it again. The Democratic Party is preparing to use congressional oversight powers to target Apple, Meta Platforms, and companies under Elon…$IWM Employment is stable, so why might small-cap stocks not benefit immediately? The non-farm payrolls will be announced tonight, and domestic demand…