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$BTC Recently many friends have been shaken and confused, so let's listen to Sister Xi analyze the macro factors affecting the market. Everyone knows that…$NFLX $META $TSLA Tonight when the US stock market opens, I'm watching 4 things. ① Pre-market divergence: Nasdaq 100 futures down about 0.5%, S&P basically…#特斯拉交付超预期后盈利修复成焦点 Baseline judgment: It is difficult for revenue and EPS to significantly exceed expectations, but there is a possibility of a structural…The Q3 2026 earnings season is entering a busy period, with the S&P 500 earnings growth forecast at about 29%, exceeding 25% for three consecutive quarters.…The money from the world's largest bank is now running on Ethereum. You still can't use it. And not a single dollar has moved. JPMorgan Chase today announced…Strategy——The largest obvious long position in $BTC has started to slow down buying The largest obvious long position has only bought 250 coins in the past…🔷 CryptoX-ray #4: $ZEC — upgrade is near, 22K coins at risk Conflict: 29% of supply is hidden in shielded pools, and the price is -81% from ATH. — NU7: block…100 ECONOMISTS. ZERO EXPECT A DECEMBER PAUSE. A Reuters poll (Oct 16–20) found 94 of 100 expect the Fed to hold rates at 3.75–4.00% in October. All 100 expect…To pour some cold water first, the launch of new futures on CME does not mean institutions are starting to be bullish on the spot market. CME announced that…这行情还敢吹大饼的避险属性？布油都冲上111刀了，大饼$BTC 却还在8.2万下方磨，二饼$ETH 连2400都站不稳，在我看来这根本不是什么蓄势待涨，而是宏观风险没散，买盘也接不上！伊朗局势和霍尔木兹海峡风险把油价顶上去，市场怕的可不只是战争，而是高油价把通胀预期重新点燃，利率还怎么降…#芯片股终结八连跌，AI行情能否持续？ After eight consecutive days of decline, chip stocks finally saw a rebound today. The Philadelphia Semiconductor Index jumped 1.6%, and…#特斯拉交付超预期后盈利修复成焦点 Tomorrow night (after market close on October 21), Tesla will release its Q3 earnings report. According to the market data predicted in the…Early Morning Market: The Base Supports, Each of the Four Layers Calculates Its Own Account 🧭 $BTC is reported at 81471, slightly up 0.15%, still the "base" 🧱…To be honest, I used to easily interpret “institutional entry” as “someone is coming to pump the price,” thinking that when a new contract launches, the…I was too busy at work during the day to look closely, but at night when I opened up the news and saw this about Liquid, the drowsiness I had just felt…SOL's current trouble is not technical but narrative. SkyAI, this SOL treasury company, announced it has liquidated all its SOL holdings and simultaneously…[Malaysia Moves Bonds Onto the Blockchain, Traditional Finance Is Taking Real Action This Time] On October 20, Malaysia's central bank officially launched…📉 SOL: Dropped from 295 to around 100, on-chain activity is alive, but buying pressure died first $SOL has fallen 72% from its all-time high of $295,…Price levels are not signals. Volume and confirmation matter more. 📊 $SUI is approaching the psychological $1 level, but a 14.63% monthly recovery still needs…The first topic is the OKX Prophet Earnings Season Zone: Will Netflix's stock rise on the first full trading day after its earnings report? Which specific…Looking at this message, it still leans towards weak confidence and unstable recovery, so it can't be said that the trend is strengthening. Analyst Darkfost…奈飞$NFLX 10月20号盘后发Q3财报，账面数字不会差，营收128.6亿、营业利润率33.2%都在指引范围内，但底下全是麻烦。营收增速掉到12%左右，是近三年同期最慢的。利润率的提升主要靠涨价——美国、墨西哥、西班牙那轮提价这季度才完整落地，是“提”出来的不是“长”出来的。真正的焦虑在用户时长…"A rebound is not a bugle call; capital is the signpost" When the market turns red, people shout about a surge, easily overlooking a more important clue:…At the opening of the US stock market, BTC made a very awkward move. The Bitcoin spot ETF saw a single-day inflow of $527 million, with BlackRock's IBIT alone…Tuesday night copy: The breakout attempt failed again, and it was pushed back by geopolitical factors. Last night BTC once rose above 83,000, but this…In the futures market, a price rebound from a low level does not mean that on-site confidence has been restored. The trapped positions have just caught a…Just finished putting the baby to sleep and tidied up the toys by the bed, only now had time to see this message 🍼. Analyst Darkfost stated that after…#SpaceX上市后首份完整季度财报将揭晓 Look at the earnings forecasts of these four companies from #OKX Outcomes I personally chose YES for all, expecting better-than-expected…🔐 Multi-signature, timelocks, and security audits—can they prove a project is absolutely secure? No. Multi-signature can change the authorization method, but…XRP Explosive Game: The $1.25 Defense Battle Begins, Can RWA's 1458% Surge Ignite the Next Round? From recent trends, XRP is currently in a technical pressure…Switzerland approved the ETF today, but the market remains unchanged: Tonight we'll see if 81,200 holds or not #芯片股终结八连跌，AI行情能否持续？ $MU $2.3 trillion evaporated over eight trading days, with short sellers only taking away $32 billion. ▪️ The Philadelphia Semiconductor…Is Worldcoin going crazy with dumping again? The $WLD associated wallet has been secretly dumping for the past 7 months! It has sold over 3 million dollars…I think Meta's earnings report will exceed expectations!法国把币换成稳定币也算卖出，收益抽百分之三十一点四，二零二七年一月起。真正扎人的不是税率，是口径：场内把BTC挪成USDT避险，账面一浮盈就先切三成给税务，稳定币从交易员的现金仓变成了应税事件。做波段的每进出一次先算一遍税，这比手续费狠多了。修正案还等参议院点头，第一关刚过。 $BTC $ETH How much is ETH worth? Using the same model table from 21Shares, increasing the discount rate from 10.30% to 19.56% lowers the valuation per coin from $4,892…Buying 5,000 $CORE coins, if it goes to zero, I'll quit the exchange and leave the crypto circle; I don't want to waste any more time in this crypto space.…On October 19, JPMorgan Asset Management released the "2027 Long-Term Capital Market Assumptions," 31st edition. Bitcoin entered this table for the first time…L2 Tokens Sink as Buybacks Become Crypto's New Dividing Line Bitcoin is currently in a period of uncertainty, with buyers and sellers hesitant. Profits are slightly returning to the market, but not enough for holders to…先泼点冷水，盈利供应占比回落，不等于“筹码洗干净了”。分析师 Darkfost 表示，剔除持有超过10年的 BTC 后，比特币约53.8%的供应处于盈利状态，此前曾短暂超过60%。我对 $BTC 这条消息的判断偏谨慎：信心修复还没站稳，拿它当反弹确认，容易读过头。我看两个问题。一是这个比例描述的是供应盈亏…[Pharaoh's Market Watch] The US plans to whitewash the sanctioned "dark fleet" and let them resume transport. Does this mean oil prices will be pushed down?…Earned two hundred dollars in four minutes, why did I stop first 💻 我把这条消息当成一次代码评审：输入是CME新推出BCH和UNI期货，FalconX与GSR已完成首笔大宗交易，CME的单一加密资产期货产品线继续扩容。素材没给成交金额，先别脑补成巨量资金进场。我的判断：这是机构交易工具层面的利好，但直接翻译成现货价格利好，逻辑里有bug。期货增加了风险管理的选择…Same day, same company. BlackRock bought $665 million in Bitcoin ETFs and sold $95.4 million in Ethereum ETFs on the same day. On that day, Bitcoin ETFs had a…Monday #Bitcoin ETF data released, net capital inflow diverges from #BTC price trend, is crypto capital exiting?October 20｜Pre-market trading opportunities in US stocks Current assessment: 🔴 Volatile with a bearish bias. Yesterday's tech stock rebound failed to…#CoreWeave获升评，市场买账吗？ $CRWV Goldman Sachs upgraded the rating to Buy while cutting the target price by 24%. ▪️ 10/19 Report: Rating upgraded from Neutral to…#贝莱德推出比特币风险缓冲ETF新方案 $BTC BlackRock has filed three products for the same coin, each more conservative than the last. ▪️ On 10/19, submitted iShares Bitcoin…If even converting cryptocurrency into stablecoins is taxable, then doing crypto trading in France in the future might require calculating risk avoidance…