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Macro landing triggers dual long and short explosions, institutional portfolio adjustments intensify divergence The Federal Reserve remains on hold, and the…$XAU #高利率下，黄金还能走多远？ After breaking below 4000, UBS turns bullish! Is the Chinese buying support a true bottom or just halfway up the mountain? The 4-hour…Bitcoin Spot Buying Outpaces Futures Outflows as Leverage Retreats $BTC K-line broke down, institutions are lying flat, now bearish and shorting is the correct move! Brothers, combining the macro analysis from the previous…On one hand, saying to hold position is a relief. On the other hand, saying the 10-to-2 split is the key point. The side feeling relieved focuses on the price…#微软Q1营收增长，Azure增速至48%超预期 Microsoft surged 4% after hours, this is what AI should look like After reviewing Microsoft's earnings report, I slapped my thigh…All anticipated to materialize! $SNDK surged past the 1400 mark, but ultimately couldn't withstand the Federal Reserve hurdle! As I mentioned yesterday,…$SOL dropped from about 103 to around 99.6 the day after the rate decision, down about 2.7% in 24h. I'm leaning bullish—it looks more like profit-taking and…Bitcoin has been fluctuating around $80,000 these past two days. After the Federal Reserve held steady, it bounced near $BTC 81,000, but it softened after…The market is now pricing in the probability of a rate hike in December, which has surged from about 76% a week ago to around 86%. The 10-year US Treasury…Just saw "short-term transaction price about 99% lower," my first reaction was: attacked again? But after reading, I realized no conclusion can be drawn yet.…Observation: FOMC boot drops, maintaining high interest rates can't hide market weakness The Federal Reserve kept rates unchanged at 3.75%-4.00% as expected…The 10-2 vote is notable because dissent favored tighter policy even as the Fed held at 3.75%-4.00%. That makes the next data releases unusually consequential…Funding rate of -0.0007% per hour catches my attention more than the breach of a round number. $ETH just dropped below $2300, and my judgment is: a negative…Google's earnings report might put a damper on this round of AI rebound. After hours, AI-related stocks collectively turned down, with Google plummeting…Google will continue to invest in AI, don't panic Behind Google's 10% plunge: Is it a fundamental collapse or a market "overreaction"? 1. Alphabet announced…On the Sunday of the Brazilian general election voting day, the stock and foreign exchange markets were completely closed, but companies rushed into Mercado…6.5 million WLD tokens deposited to the exchange, let's start with a bit of cold water: this is not evidence that the tokens have "already been dumped," I…The October FOMC decision will be released tonight, and the real direction of BTC may only be clear by 2:30! The interest rate decision will be announced at 2…Riding on AI, $LPT is completely dead. Why is $LINK the only one thriving as a cash cow? Let's talk about the fate of $0G. From its peak at $27.6, it has…Microsoft's Azure revenue growth of 48% this time indeed casts a significant vote for AI demand. But I am more concerned about another disclosure: commercial…China's daily average token calls exceed 500 trillion, commonly interpreted as AI applications about to take off comprehensively. On the contrary, I think the…The Federal Reserve kept interest rates at 3.75% to 4.00%, which met most people's expectations. But the most noteworthy aspect this time was the dissenting…Today's storage news is almost scary good: Goldman Sachs predicts DRAM prices will rise until 2028, next year HBM market revenue will more than double;…INIT Don't chase shorts, say something practical. It just pulled up 14 points directly, the short-term rebound momentum is strong, if you rush in to open a…Google Cloud revenue doubled, but the stock price was hammered—what exactly is the market worried about? Last night’s Google earnings report probably…#MicrosoftQ1AzureSurges Holding contracts worth hundreds of billions, but the data center doesn't even have power? Nscale is a data center in the UK,…An address that had been dormant for a full three years suddenly woke up early this morning, and it woke up very thoroughly. 9.57 million WLD were transferred…$BZ #霍尔木兹重开方案浮现，油价回落能否持续？ Stalemate amid talks and clashes! The US-Iran game cools down, oil prices give back risk premiums—is this a peak or a consolidation?…Samsung Electronics Q3 2026 Financial Report To be honest, I used to think that people who dared to open large positions always had better judgment than me. It wasn’t until I learned the hard way that…Whales just scooped up 600 million DOGE, but the FOMC didn't deliver any sweeteners: With this small unrealized loss, should they add to their positions? My…#谷歌Q3营收增长，净利润下滑、每股收益不及预期 Google crashed 10% after hours, is the AI business getting harder to sustain? Just finished watching the market, and Google's…Opening the spot grid, you see “Grid Profit +30U” and feel a bit happy, but next to it, it says “Total Return -70U.” How can these two numbers appear at the…$ETH When it rose to 2807, I said The first wave of the rise starting from 1505 was nearing its end If it can't break through 2810-2820 The rise will be over…#FedKeepsRatesUnchanged Portfolio total sitting at €2,564.36 (+5.01% today)! After a temporary pullback, the 1D chart shows upward momentum rebuilding…My friend Da Liu always prides himself on being a “die-hard bull,” often laughing at those of us who set stop losses in the group chat: “What’s there to fear…#Coinbase整合Deribit，Q3收入能否改善？ The boss has something to say Coinbase will release its Q3 earnings after the US stock market closes tonight. Q2 revenue has…A must-read for CORE holders: After TVL crashes 80%, is it a golden opportunity or a value trap? Many people split into two camps when they see TVL plummet by…Seeing buybacks exceed emissions, I would also be greedy. Pendle cites the Q3 report: yield per dollar TVL increased by about 76% year-on-year, and the…🟢 Oli Daily Brief｜2026.10.29 The meeting is over, no rate hike, just as everyone guessed. But there were two votes in favor of a hike, indicating the hawks haven't left, they're just…The Federal Reserve holds steady, BTC returns to 81,000, but the decision itself is fully priced in FOMC maintains rates unchanged with a 10-2 vote, two…#三星Q3营业利润创新高，净利润不及预期 This quarter, Samsung's operating profit reached an impressive 107.4 trillion KRW, soaring 783% year-on-year, with revenue of 195.25…The last time Google experienced a nearly 10% single-day plunge was back on October 23, 2023. At that time, $GOOG released its Q3 earnings report, and the…Looking at this xGOOGL chart, the stock recently hit a high near 364 in late September before sliding down to test a recent low around 289. This sharp drop…#Coinbase整合Deribit，Q3收入能否改善？ Coinbase will release its Q3 2026 earnings report after the U.S. market closes today (October 29). The following forecast is…The outcome of the Federal Reserve meeting on October 28 was leaked in advance: a 90% probability of maintaining the 3.75%–4.00% rate unchanged, and the…Looking at this kind of news, first calculate the risk and return, and don't treat the big holder's turnaround as a safety net. According to Ember monitoring,…The meeting is over, no rate hike, just as everyone guessed. But there were two votes in favor of a hike, indicating the hawks haven't left, they're just…