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Dage looks at SanDisk The market is trading, it's not about "how much money is made now," but "the speed of making money is slowing down" There is a…Morgan Stanley's underweight signal matters because it arrives as the major AI spenders' combined free cash flow swung to negative $14B in the first nine…A company’s revenue dropped by 60%, but the profit is still positive. I couldn’t figure out the accounting until I saw it earned 5.9 million from renting out…Seeing large short positions taking losses, many people's first reaction is "shorts surrender, bullish news is here." According to Odaily monitoring, a…A Bitcoin mining company cut its revenue by 63%, yet its net profit remains positive at $31.6 million. This accounting looks contradictory but actually…Black Swan 🦢 event on the third day, the market shifts from "risk aversion first" to "value picking". $UNI rose 4.4% to $7.31, with a weekly increase of about…Terrible! With $ZEC dropping 9% today, a whale who recently went long on ZEC both spot and futures lost $5.84 million. Spot: Over the past 4 days, he spent a…Apple Earnings Preview: Positive Performance Expected, but Stock Price May Not Be Optimistic. Based on comprehensive institutional forecasts, historical…$SKHYNIX $ETH The U.S. midterm elections have entered the final battle Will the U.S. stock market surge? The real drama in the U.S. stock market may just be…The election preview is here, focusing on two core points: expected price speculation and critical support defense. Election scenario predictions: Republicans…#苹果Q4营收超预期，下季度毛利率指引承压 Apple Earnings Preview: Bullish on Performance, but Stock Price May Not Be Optimistic. Based on combined institutional expectations,…The proof of reserves for ten major coins shows full coverage, but the ETH column only has about 2.7 extra coins. The snapshot was taken at midnight UTC on…Damn! In the past three midterm elections, $BTC has plummeted! Here is Bitcoin's performance after the last 3 midterm elections: 2014: Lost control of both…Yesterday there were rumors that Binance was about to face a bank run, but today's data directly disproves that: a net inflow of 1.6 billion USD in 24 hours,…🚨Capital Alert: Short-term Bull Trap, Major Players Selling Off! Core Conclusion: A typical "short-term bull trap, long-term retreat." The main forces are…BlackRock's $405 Million Bitcoin Sell-Off: Should BTC Investors Be Worried?Within one day, Binance's funds changed from a net outflow of 7 billion USD to a net inflow of 1.6 billion USD. The same platform, the same 24-hour window,…The second phase of withdrawals has started. Has Binance passed this hurdle? At 12 noon today, Binance began the second phase of withdrawals. It’s not a full…Stop treating the midterm elections as the crypto market's barometer!! Everyone's been talking about the midterms these days, so let me be straightforward:…The market is waiting for an answer: can the election bring back buying pressure? Whether 76,400 holds or not will have a more direct impact on positions than…21Shares report: In Q3, ETFs net increased holdings by 79,800 BTC worth 6.2 billion, nearly twice the newly mined supply of 41,300 BTC in the same period.…Miner revenue just returned above the breakeven line in September, ending a continuous 10-month period below cost, but transaction fees only cover 0.67% of…The real battleground for data center regulation is the governor's election Wall Street is now watching not only Congress but also the governor's elections.…Midterm elections vote today, early voting numbers set a new record All 435 House seats, 35 Senate seats, and 36 governorships are up for election. For the…UNI rose 4.4%, with a weekly increase of 18% The logic is still that DEXs are taking market share from CEXs, combined with protocol fees going into TokenJar…Bitcoin has fallen back below 77,000, and this time I'm more concerned about its correlation with the US stock market Strategy bought another 811 BTC at an average price just over 80,000 From October 26 to November 1, it spent 65.5 million at an average price of 80,846 USD,…Binance recovered 70% of the stolen assets, and CORE hard fork did something Recovered 68.14 million CORE from three attack addresses, accounting for 70% of…ETH ETF has been bleeding for six consecutive days, with BlackRock's ETHA selling 580,000 tokens in October Worth about $1.3 billion, the US spot Ethereum ETF…October 30 was even more intense, with a single-day outflow of 643 million That was the largest single-day outflow since June 25, with IBIT outflowing 233.7…Looking at this data, there's a familiar vibe from the last round: when there are too many bulls, it's easy to mistake the hype for a trend. The current long…$BTC This golden cross of Bitcoin looks more and more like 2023? Looking at the daily chart stretched out, in March 2023, Silicon Valley Bank collapsed,…After opening the chest cavity, the most dangerous thing is not the bleeding, but the silent ischemia of the myocardium — Apple's quarterly report is of this…$ATOM Cosmos has an interesting economic question: how much value can the Cosmos Hub capture from an ecosystem built around independent blockchains?…A revenue report showing a 378% year-over-year growth lies on the table, resembling a super high-rise tower that refreshes the skyline—its facade gleaming,…Reflections on "The Big Short" and "Too Big to Fail"BTC, ETH retracement holds: Don't rush to chase the rally during the observation window BTC fell below 77000, but TRX rose by 1.75%! Companies continue to increase holdings; is capital really starting to shift to Tron? First, look at $BTC,…#苹果Q4营收超预期，下季度毛利率指引承压 Apple's Q4 revenue exceeded expectations, but the next quarter's gross margin guidance is under pressure. Apple's performance surpassed…#PalantirQ3 revenue grows 96%, but stock price falls instead of rising The leader has something to say Palantir's Q3 earnings report is out, showing a 96%…Today, polling stations across the United States are all lined up, and the results won't start coming out until early Wednesday morning. The best move these…EMC Labs October Report: Inflation Expectations Rise, Risk Appetite Declines, BTC "Correction Period" Faces First Validation $MU Micron's current situation is not very optimistic, and it may not be easy to strengthen in the short term. There is obvious selling pressure near 890…ZEC dropped 10% in one day, yet the bulls are still paying 0.01%! OKX perpetual funding rates (as of 16:24 Beijing time): ZEC, NEAR, HYPE, SUI, BTC all capped…$WLD Breaking news: A whale deposited $51 million worth of AAVE and WLD into several exchanges over 10 days. The comment section below is full of "It's going…No immunity card issued, disclaimer fully written first 📄 The SEC's updated FAQ explicitly states at the beginning "represents only the staff's views and has…The bulls are crowding at the door, so don’t rush in just yet. The latest borrowing data is worth watching: $BTC long-short borrowing ratio is close to 22…🌾 What could be the next move for the crop: the key level is a “psychological switch,” not a “technical switch” From the crop's perspective, the significance…#索尼财报前瞻：游戏与音乐业务表现如何？ Sony will release its earnings after market close on November 5. The gaming and music segments are quite divided: one is bearing costs,…🌾 Why is the market so dry: ETFs are "taking fees," so the market can only create volatility, not trends If it were only a game of contracts, the market could…