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Evening Review｜Rejected at 85,000 BTC Returns from Passion to a Cooling-Off Period Like a Couple After a Fight $APR is bearish. The current price is 0.02587, exactly stuck on the unlocking day of 10-23, and the intraday weakness is not over yet. The past week has been…$XAU 1. Turkey (TRY): -18.5% 2. Egypt (EGP): -16.2% 3. Libya (LYD): ~ -15.2% 4. Iraq (IQD): ~ -13.6% 5. Ethiopia (ETB): ~ -7.6% Lacking reserve assets…$IRYS Observation: Korean stock funds overflow, Upbit listing effect ignites localized frenzy IRYS surged 67% in a single day, soaring directly from 0.0244 to…Watch whether CapEx guidance stabilizes or keeps marching higher, whether Meta can clearly quantify incremental revenue and margin from AI beyond vague claims…Bitcoin previously surged and then retreated, briefly falling below $81,000. However, despite macro pressures and market sell-offs, some institutional figures…In Anthropic's IPO filing, what I find more concerning is that it simultaneously relies on cloud giants to provide computing power and assist with sales.…Grayscale opens 10 crypto ETFs at once: Is it incremental for BTC or a diversion?I don't play with high leverage. When I usually see this kind of news, I tend to put aside the price sentiment first. Anyway, I hold without moving, but…When free cash flow turns negative and future commitments harden into multi-hundred-billion-dollar rigidities, the market stops giving the benefit of the…Its AI spend primarily feeds the ad machine and experimental agents — an approach that works until the returns lag the cost of capital and the locked-in lease…For a company whose economic engine remains overwhelmingly advertising, every incremental dollar of AI infrastructure is a bet that better recommendations,…Crude oil quietly surpassed 100! $BZ $CL Today, crude oil rose again, with the core trigger still being the ongoing tension in the Middle East geopolitical…Future commitments, including leases and non-cancellable contracts for data centers, energy, cloud capacity, and Reality Labs hardware, now sit around $825…$BTC $ETH $SOL The mainstream market trend has basically ended this time. Yesterday's drop caused many large whales to liquidate. The current mainstream trend…This morning I said I would handle $BTC first during the day. Finished it in the morning: cut it in half. Position reduced from 6,192.87 to 3,106.93, margin…There is an analysis that explains it very clearly: stablecoins have become quite mature for on-chain settlement, but to truly enter offline merchant cash…$CT The rigging here has already fled 😰The latest 24-hour liquidation data is here: $BTC liquidated 167 million, the largest in the market, with longs accounting for 58.7%. The structure is very…A 3x ETF perp down about 35% from the top will test anyone's patience. $SOXL flushed to 77.99 on heavy volume and is now bouncing into the 7 EMA near 86.7.…#SK海力士Q3财报在即，HBM4能否提振盈利？Regarding Meta's earnings report, I think the market is no longer just concerned about how much money was made. Q3 revenue grew 26% year-over-year, with…"Strong AI demand doesn't automatically equal frothy valuations. The Solidigm IPO cancellation is a healthy reality check that investors are getting more…Liquidations of $475 million, ETF outflows of $635 million, while whales quietly withdrew $770 million worth of tokens Today's market has retail investors…SK Hynix remains the highest-quality pure-play on AI memory. The numbers will be large either way. The qualitative signals on execution and competitive…The bigger picture For traditional markets, this is the purest listed expression of AI memory intensity. Strong numbers plus confident 2027 guidance would…Overnight US stock drama! AI faith faces sell-off! The Nasdaq plunged 2.6%, with Meta as the core trigger. Meta's revenue clearly exceeded expectations, but…Where the friction appears Shipments have run behind earlier hopes. Export data and analyst work (including Bernstein) suggest Samsung may have edged ahead on…SK Hynix reports Q3 2026 results on October 28. Consensus points to another record quarter roughly ₩77 trillion operating profit at ~78% margins. That would…On November 3rd, with the US midterm elections approaching, everyone has started discussing the "election curse." $ETH Midterm elections affect risk assets…Bitcoin ETF inflows collapse 95.6% as $80,000 support nears The recent international situation is extremely tense. An oil tanker in the Strait of Hormuz "hit a mine" and caught fire. The Israeli Prime Minister ordered…$ARB Market downturn: Why is the pressure on scaling tokens more pronounced? In this morning's spot snapshot, ARB's 24-hour price change was -6.56%, ranging…First, consider the worst-case scenario: if foreign currency digital payments become increasingly convenient while the domestic currency lags behind, Sweden…France’s 10-year yield reaching 5.14%, alongside a roughly 175 bp gap to Germany, says the strain is not simply a broad rise in global rates: German and US…Dogecoin's MVRV is only 0.74, what does it mean for long-term holders being stuck? Long-term holders of Dogecoin are still at a loss on paper. The 365-day…$SPCX Simplified Strategy Positioning: Not a core asset like NVDA, but a high-volatility thematic growth stock; only maintain an observation position, no base…$CL The market's first reaction this time is to slam crude oil. But loosening production increase permissions doesn't mean more oil immediately; capacity…SK Hynix Q3 Earnings Report Coming: Can HBM4 Boost Profitability?#SKhynixQ3HBM4Earnings Recent Q3 regression analysis from firms like Bernstein indicates a tight, intensifying race. While SK hynix's Q3 HBM revenue rose 11%…Brothers, ZEC has dropped to 1220, but this time the sell-off is due to leverage, not ETFs $ZEC $1,220 ZEC rebounded from the October 18 low of 1049 to around…It's very easy to find data to confirm any bias you want to hold about the market Bull market or bear market For example: You can argue using Q4 seasonality…Today's Asian stock market situation is quite bleak. Obviously, the Asian stock markets are also undergoing a revaluation of risk assets centered around AI…Brothers, daily mainstream altcoin quick report $XRP $1.32 | $SOL $104.1 | $DOGE $0.0801 XRP 1.27 is the lifeline. Analyst Casi Trades points out that the…Storage chip stocks fall again, raising concerns over AI investment returns Brothers, BTC and ETH were hit hard by the Middle East situation and tech stocks, with longs liquidated over 400 million overnight $BTC $81,640 | $ETH $2,397…Yesterday, $1.07 billion came in, today $636 million ran out. The ETF trend reversed overnight. According to Farside data, the US spot $BTC ETF had a net…$3.653 billion "infusion," why can't it save BTC crushed at 82,000?#SK海力士Q3财报在即，HBM4能否提振盈利？ SK Hynix is about to release its Q3 earnings report, and the market's focus is on HBM4. Everyone is concerned whether this new…$OP Today, I’ve been watching one thing all afternoon: volume contraction, and it’s a clear contraction, only about 60% of the usual volume, while the price…