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Paradigm is gone, MC is gone, and now even A16Z is gone. Watching these names leave one by one suddenly reminds me of the Crypto markets in 2017 and 2020.…$40 billion borrowed, but Musk says: The door to borrowing money is closed for AI companies without real revenue. SpaceX confirmed on Sunday: $40 billion in…Unrealized loss of 22.78 million, and he didn’t even bat an eye. Three short positions are all in the adverse zone: $BTC unrealized loss of 12.06 million,…This market situation is making my scalp tingle. When BTC hit its lowest point near 79,400, the group chat went eerily silent, then it was forcibly pulled…ETF inflows are a positive signal, but capital flowing in and price moving up are two different things. If BTC continues to struggle despite institutional…Price holds, but funds withdraw first Today's market focus is not on price fluctuations but on the divergence between price and funds. The total open interest…When the chopping board sounds, the revenue guidance of $10.3 billion to $10.8 billion hits the table like a basket of muddy truffles — SanDisk's first…$ETH liquidated 22.41 million, $BTC only liquidated 13.24 million — this is the real signal worth watching today. $BTC To start with the conclusion, to avoid…Currently, short-term capital inflows have completely dissipated, and mid-term capital continues to exit. The bearish outlook is maintained today $BTC 🔻24…At the eighteenth minute after cardiac arrest, cardiac output dropped by 18% year-over-year — this is the hemodynamic report delivered by Coinbase's Q2…#CoinbaseQ3DeribitImpact 📅 *Oct 29 After Close — Est: -$0.23 EPS *Streak BROKEN:* 3 straight misses. Q2: -$1.36 vs -$0.44 MISS, Rev $1.22B vs $1.29B. Q1: -$1…Sacrificing a flank pawn on the very first move just to seize the tempo in the center — Microsoft's game is playing exactly the same tune. Azure's year-over…The competitor just added 3.3 million wallets on Friday, while another says there's no rush: The fast and slow of Hong Kong dollar stablecoins, which side am…Bitcoin lost the 80K mark again on Monday morning. It dipped as low as 79.3K, with the daily chart down over 1%. Eight out of ten coins in the futures market…$DOOD Air Force don't be afraid, I've been watching this stock for a long time, this main force has no strength, their funds don't support them being able to…Gold price falling below $4,000 is not a glitch in market software, but a millennium-old risk-hedging load-bearing wall being cracked through at a critical…Bitcoin dropped another 80K on Monday morning, hitting a low of 79.3K, with the daily chart down over 1%. The Bitcoin premium on Coinbase has been negative…Bitcoin $BTC once again fell below $80,000 this weekend, touching a low near $79,146, the lowest point in over a month. But interpreting this as a "crypto…A billion-dollar warm and humid air mass forcibly moved northward within three days, only to be pushed back by two cold air masses totaling $774 million —…*Streak:* 4 straight beats. Q2: $16.13B vs $14.43B (+11.8%), EPS $0.42 vs $0.21 — doubled. Q3 25: $13.65B vs $13.17B (+3.7%). *Why YES:* CPU price +30% in…ZEC two-day summary: 1,122 bottom → 1,238 peak → 1,200 consolidation, net increase of 4.4%. The key signal is price rising while open interest (OI) decreases:…#SK海力士Q3财报在即，HBM4能否提振盈利？ With SK Hynix's Q3 earnings report approaching, the market is truly focused not just on whether quarterly profits can hit new highs…$UNITREE is really strong this time. On October 16, it was still hovering around 405, but today it closed at 672, with an intraday high of 737.5. It rose over…$USDC issued another 250 million in the middle of the night. Has the bottom-fishing ammunition really arrived? But Circle's own weekly report doesn't say so:…Yushu Technology (688836) surged 60% in 7 days, how should we play this wave? 🧐 Yushu has been crazy these days! On 10/16 it was stuck at 404, today it closed…$APR feels like it won't rally until the longs are fully cleared, and once the longs are cleared, it will be the shorts' turn. It's best to just watch this…#StrategyQ3BTCGains 📅 *Oct 29, After Close — Est: $17.25 EPS | $128.03M Rev* But Q3 25: *$128.69M vs $116.65M BEAT (+10.3%)*, $2.8B net profit on BTC. *BTC is…$UNITREE's core logic has only two points: First, the short squeeze fuel is exhausted. The extreme negative funding rate of -1.16% indicates that shorts have…NEAR is currently trading around $5.00, down 3.79% in the last 24 hours. After reaching a high of $5.45 during the day, it retreated and is consolidating…Conclusion first: $DOOD rose another 22.5% today, but it wasn't driven by buying pressure; rather, shorts were covering at this price level. On 10-21, I wrote…A week of growth raises a question: How did Unitree go from 57U to 100U? In 7 trading days, it rebounded over 60%, approaching 100U intraday today, with…#StockEarningsSeason #USStockEarnings My judgment: $HOOD will most likely be another case of "decent numbers, but the stock price doesn't buy it." Not bearish…The 80,000 regained over the weekend was lost again during Monday daytime The closing post over the weekend just said the 80,000 was held, but it was proven…$BTC 79k-80k area, this is very likely the bottom of this wave!Someone asked me, BTC has been hovering above 80000 all day, has the position actually moved? 🤔 Let me make a statement first: the large positions basically…On the morning of January 28, 2021, at 7 AM, someone opened a short position on DOGE at $0.025. By noon, he was only $0.0013 away from liquidation. That day,…🔥 Lost $36.13 million! $ZEC's largest short whale surrenders, every last bit of bone scraps eaten clean The most brutal short squeeze defeat has occurred. The…It's just past 1 PM, I just finished eating and opened the market screen. Do you feel like BTC is now oscillating up and down and seems to have stabilized,…#AlphabetQ3CloudAndAI *$GOOGL Q3 — Will It Beat? (Oct 28)* *Est:* EPS $3.03 | Rev $127.92B (+25% YoY) *Bull case:* 12Q beat streak. Q3 25: +27% beat ($2.87 vs…Brothers, the Ethereum Foundation is selling coins again, specifically dumping when the market is down. On-chain data shows that addresses associated with the…The biggest confidence in $SNDK lies in NBM's long-term locked orders, with tens of billions in guaranteed orders, so there's no fear of a sudden crash in…$CAP's largest open position on the field happens to be the most dangerous one right now! ⚠️ The long positions outnumber the shorts by more than half, making…#Robinhood交易业务增长能否延续？ Folks, after the U.S. stock market closed on October 27, Robinhood (HOOD), the retail investor stronghold, is set to deliver its Q3…$BTC To conclude first: I lean towards 80,000 being a topping rather than a bottom. The reasoning is straightforward—current price around 80,100, 24-hour low…Don't rush to celebrate; the real test comes after the data This week's market, what I worry about most is one scenario: everyone stays up late waiting for…$BTC vs $ETH : Everyone Is Betting, Nobody Is Winning The bears are clearly in control of positioning, but there's something funny about this market. Even…Most traders have experienced this: after three consecutive stop-losses, the fourth trade automatically becomes smaller. It's not due to disciplined position…$ETH $BTC $SOL BTC has bottomed out and rebounded in this round, showing obvious consolidation characteristics in its pattern. The price dipped to a low of 79…兄弟们，最近这行情看盘看得想吐吧？大饼（$BTC ）在 80,800 刀附近来回画门，二饼（$ETH ）还在 2,360 刀半死不活，SOL 守着 102 刀上下晃悠。看一眼涨幅榜，除了偶尔冒出来几个像 ANIME 这样突然爆拉 30% 的妖币，大部分 DeFi、AI 和新币板块都在阴跌回调。群里全在骂没流动性…Don't be misled by the "scale illusion": Unpacking the true capital flow behind BTC spot ETFs When discussing BTC spot ETFs, a concept that is easily confused…