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#Hynix Cloud +AI HBM4 Cloud = Memory bottleneck now, not GPU HBM market $38B→$58B +52% 26E, $85B 27E. SK = 62% HBM share, *∼70% of NVDA Vera Rubin HBM4*…Hook ETF funds are flowing back, but extremely "biased"—BTC attracted over $100 million in a single day, while ETH saw a net outflow of nearly $90 million.…Extremely absurd! Three major positive news events landed but no price increase across the board, with strange hidden selling pressure in the crypto space 🤔🤔🤔…Brothers, the darkest black humor moment in the crypto circle has arrived! Retail investors are still bottom-fishing around 2300, but Arthur Hayes has already…It's the 4th time 😂 $BTC has fallen below 80,000 and then risen back up. Saying it's strong, it still can't hold above 82,000; saying it's not strong, it hasn…SK Hynix is very unlikely to exceed expectations this quarter. The main drag is the further delay in HBM4 shipments: due to the postponement of the launch and…#SK Hynix Q3 earnings report is coming, can HBM4 boost profitability?Many people are waiting for Bitcoin to break even. History says: The day you break even is the most dangerous.The same strong sector, two different chip rhythms $ZEC ｜Short squeeze structure, waiting for catalyst $BTC broke below 80000, ZEC above 1200, current price…#本周将公布10月FOMC利率决议 The FOMC meeting is approaching, and the market expects about a 90% probability that interest rates will remain unchanged. Currently, the…$SPY US stock AI rebound meets FOMC, can the strong index momentum spread to more sectors? AP reports that after Wall Street's rebound on Monday, Asian…All positions are showing unrealized losses! Top whale is holding through triple short positions Three short positions fully open, all currently at a loss,…Today let's talk about two earnings reports worth paying attention to: HOOD and SK Hynix. First, HOOD. The market expects Q3 revenue to be about $1.42 billion…Forward PE in single digits, six quarters of record highs — why is SK Hynix still falling SK Hynix is going to release its Q3 earnings report tomorrow, and I personally am optimistic about the results exceeding expectations. There are several main…$BTC 79.6%, the main coin is still in the hands of individuals. The main coin is the only major asset still controlled by individuals. River's chart breaks it…$BTC US stock market opened for one hour, BTC made a V-shape move, almost returning to the starting point. In the first 5 minutes after the 21:30 open,…What the heck? $BTC ETF funds are actually zero! What big move are these Wall Street old foxes hiding? Last night when Bitcoin dropped below 80,000, I guess…Positive correlation is a bit off, everyone is running faster than Cao Cao The crypto market and US stocks show a clear divergence of "pre-market rush,…Community leaders are calling on companies to fund core development, which is more sustainable than just pumping the price Today I came across a seemingly…#SK海力士Q3财报在即，HBM4能否提振盈利？ SK Hynix's Korean stock has recently been fluctuating at a high level, with the core driving force coming from AI computing power…$BTC is fluctuating around the 80,000 mark, and there are already many voices of reversal in the market, but the current conditions are actually not…For $BTC to open up rebound space, first see if the upper boundary in the past 24 hours can truly become support. I will treat around $80,702 as the next…So boring, the market is too lousy. A graduate student in economics simply posts a bit to talk about the relationship between stocks, gold, banks, bond…#SK海力士Q3财报在即，HBM4能否提振盈利？ Storage still has stories to tell #谷歌云业务增长82%，AI投入回报如何？ Google's Q3 2026 earnings report is very likely to deliver revenue and cloud business results that are stronger than expected, but can…$H100 ok this is human lighter trading volume less than 20k dollars a day weight accounts for 45% own 5% really abstract Prediction markets show a 93.9% probability that the Federal Reserve will keep rates unchanged in October. The whale account elmcap2 has heavily bet $2.5…"161 to 148: SpaceX's Crypto Mirror Reflects More Than the Stock Itself" On June 12, SpaceX debuted on Nasdaq priced at $135, closing the first day at 161,…$BTC #本周将公布10月FOMC利率决议 BTC has been consolidating around the 79,600 level for four days. The $80,000 mark has been repeatedly pierced and reclaimed, showing a…#SK海力士Q3财报在即，HBM4能否提振盈利？ I personally see Hynix's upcoming earnings report as exceeding expectations. Mainly because storage chip prices are still rising in…$BTC 24h volatility is only 1.7%, fluctuating between 79,468.3 and 80,819.4, with a trading volume of 8.1 billion USD, which is not considered high. The gold…$BTC This time, we really can't just focus on the price! On October 22, the US spot BTC ETF had a net outflow of $635.6 million in a single day; on October 23…"A 16.54% buffer against the daily fluctuations of APR — this is the most dangerous aspect of this position." $APR 20x short, 0.0431→0.03598, +330.39%.…$SKHYNIX surged today along with the South Korean stock market rally. Can the HBM4 expectation sustain the hype before the earnings report? AP reports that…Sha Seng's Review: Tonight's market action is just like Tang Seng chanting the tightening spell—Monkey King (BTC) jumping up and down, Bajie (retail investors…There are three legs, but only one is valuable; don't be fooled by +32% 01 Trading commissions: Options are the real money printer. What about crypto? In a…The strange scene of $BTC: whales are shorting, but all shorts are losing money. Whale accounts on Hyperliquid have collectively shifted to net short…Ethereum lost the $2,350 trendline that had held for months, currently priced at $2,305, but the focus shouldn't be on the drop itself, rather on the abnormal…The Fed's "open card" hides a hidden arrow: Bitcoin's battle to defend $80,000 No rate hike in October is already an open card. CME data shows a 90.6%…$XRP The Robinhood and Ripple news is trending, and some in the group are already calling XRP stable. Let me clarify first: the main player in the partnership…AI computing power has been hyped for so long, just throwing money at it without results won't work. SanDisk's ($SNDK) earnings report after the market close…Are U.S. retail investors going crazy? From October 12 to 16, leveraged ETFs attracted about $9.5 billion in one week, setting a new record for Goldman Sachs,…Seeing it is like picking up money 💰 Consensus center is at 0.55—0.5560, 0.57 is beyond the upper edge; Q2's 0.62 includes a one-time non-recurring gain of $0…$BTW is gearing up for a plunge, with 1.5 billion in circulation and the whales holding at least two-thirds. Market cap over 10 billion. Those going long, be…Macro Background: FOMC's "Hawkish Pause," the Real Game is in December The October hold has been fully priced in, but this is not the end of the story The…About $330 million in OTC allocations, combined with the subsequent queued unlocking schedule, make the mid-term supply pressure of $HYPE an unavoidable topic…#美加稳定币监管明确收益边界 The US GENIUS Act and Canada's new stablecoin regulations simultaneously delineate clear boundaries on earnings: Stablecoin issuers themselves…$AMD server chip opportunities are expanding, but the real validation lies in market share and profit margins. Growth in the AI market does not mean every…Institutional Channel Cools Down: Why ETFs Can't Retain Funds The attitude of institutional funds toward the Dogecoin ETF was reflected on the books this week…