Orbit Post Sitemap

Strategy's objection exposes a gap between a potential index event and its direct business effect. JPMorgan's estimate of roughly $2.8B in passive selling…ETH hasn't reclaimed 2500, and the longs on board are almost full As of noon Beijing time, ETH is around 2427, with OKX 24-hour high at 2493.89 and low at…The new coin launched just last night surged over 30% today. Who wouldn't be dazzled by this deep V-shaped big bullish candle? Let's dig into the analysis of…The group holding between 1,000 and 100,000 DOGE is quietly growing According to the latest data from Glassnode, addresses holding between 1,000 and 10,000…BTC rebound is not a reversal; sector strength still depends on whether ETH can lead the rally Whale transfers 160 million worth of BTC, some panic and call for a cooling-off period, don't be scared out of your wits Checked the market this afternoon…PPI year-on-year 6.3%, 0.9 points higher than expected, month-on-month +1.3%, the strongest since March 2022. Fortunately, because the Energy Agency released…ETF flows show institutions are still on the sidelines. $BTC outflows have slowed, $ETH ETFs saw zero flows, while $SOL recorded another small outflow.…油价大涨推高通胀预期，AI和芯片板块大跌，加密市场同样承压，当前宏观环境确实比较煎熬。油价：受中东局势反复影响，布伦特原油均价较年初大幅走高，9月突破102美元/桶，同比涨幅超50%。只要地缘风险未实质性缓解，油价就难回低位。通胀：美国9月CPI同比+3.7%，核心CPI同比+2.6%，均超预期…#SpaceXQ3Earnings I am still bullish on SpaceX, but I won't chase above 155 at all. On October 13, it closed down 4.21%, retreating from 171.09 on October 5…Netflix Q3 Earnings Preview (After Market Close on 10/20): Profitability Finally Has to Deliver The company's own guidance is as follows: • Revenue about $12…Nightclub Hostess's Diary on Getting Out and Trading Crypto The recent sell-off in the SNDK storage sector not only affects US stocks but also transmits…What often truly crushes the short-term market is not bad news, but good news arriving too slowly. Deutsche Bank custody is that "slow-arriving" good news.…#Netflix Growth May Slow, Advertising Business Becomes New Focus Netflix at $70, Is Earnings Night a "Tribulation" or a "Turnaround"? Friends, Netflix Q3…$TIA rose 23% in 24 hours — but those watching the candlesticks are asking: is this a real breakout or a fake spike to trap buyers? Let's look at the…奈飞有一项开支占比，比我想象中更值得琢磨：直播预计花掉略高于5%的内容预算，却只贡献约1%的观看时长。这是公司二季度股东信里的2026年预期。单看每小时成本，直播显得很贵；但如果它能带来新订阅、留住用户，又卖出高价值广告，也可能是一笔划算的生意。麻烦在于，观看热闹和商业回报之间，还隔着几笔需要算清的账。…$TIA $WLD $FIL 今天TIA、FIL、$WLD 一起冲上涨幅榜，本质就是存量资金轮动，大饼稳住，资金跑去埋伏超跌山寨 TIA是模块化赛道，最近板块热度一直在线，资金反复做它；FIL 属于存储叙事，昨天启动今天延续反弹，上面一堆解套盘；$WLD 带 AI 身份叙事，AI 板块偶尔轮动就拉一把。但要分清…Reasons for the Panic-Induced Sharp Drop After STRK's First Monthly Circulation of 127 Million Tokens This STRK unlock of 127 million tokens marks the first…史上十大加密市场爆仓排行榜我把这十件事排了一遍 1.时间分布 2021 年：7 次 2025 年：2 次 2026 年：1 次看上去 2021 年是杠杆的巅峰年代——它占了七个位置。 2.金额方面 2021 年七次加起来：355 亿。 2025 年两次加起来：228 亿。 2025年两次…SNDK at 1300: Using DRAM's knife to cut NAND's shield, I'll pay for this mistaken sell-off Friends, I'm bullish on SNDK at 1300. The recent drop has been so…Bitcoin and Ether Retreat as Inflation Data Test Rate-Cut Bets #奈飞增长或放缓，广告业务成新看点业务面没崩：3.25亿级付费户基本盘、33%上下营业利润率、全年自由现金流约125亿美元、270亿级回购授权，让它仍是流媒体里最能赚钱的一家； • 估值面要重定价：当营收增速掉到11%~13%区间，“13倍PS / 20倍PE”的溢价需要广告中期做大、直播体育撬动订阅…"The October rate hike drama is over: all bets are on December" A week after the double explosion: The S&P and Nasdaq posted their worst weekly performance…This is probably the biggest long-term concern for everyone. Nine blockchain organizations have formed the Quantum Alliance, planning to release public…Midday Market Quick Review $BTC $ETH ： BTC midday quote near 81550, weekend volume shrank with oscillation, 4-hour level grinding bottom within 80110-84216…In the privacy sector, I only focus on two cards: $ZEC holding 1150, $ZAMA waiting at 0.075 First, the conclusion: Don't cast a wide net for privacy coins,…"0.81 seconds to 60 mph, can even fly, Elon Musk is at it again: but mass production won't be until 2028" Tesla's new generation Roadster has been released…Is Justin Sun bearish on Bitcoin? He says the market is underestimating the "Quantum Doomsday" In a 3.5-hour interview, Justin Sun laid his cards on the table…美国9月最终需求PPI季调后环比上涨1.3%。今晚这份报告里，最终需求中的运输和仓储服务价格上涨3.4%，细项中的卡车货运价格也在上涨。物流是商品抵达消费者前的一笔支出。运输价格走高，相关企业要么消化成本、少赚一些，要么尝试提价。能转嫁多少，还要看订单和竞争，不能把这次PPI涨幅直接搬到下一份CPI里。我认为…"Shrinking volume and a slow decline, don't rush to act" From overnight until now, the market still hasn't seen a decent rebound, with shrinking volume and a…#SpaceX上市后首份完整季度财报将揭晓这份财报看点不在营收增速，核心看两大风险。一是AI算力巨额资本开支，高投入会持续吞噬现金流；二是公司持仓比特币的资产减值情况，会间接影响市场对加密资产的情绪。星链作为现金牛能不能覆盖烧钱业务、星舰项目进度，同样是资金重点关注项。历史上该公司曾出现“业绩数据好看…#SpaceX's first full quarterly report after going public will be revealed This week, the Nasdaq (Tech/Nasdaq 100) dropped about 7 points, but BTC actually…A brief discussion today: the short-term holders of Bitcoin have been continuously increasing their positions, which, in my view, is not necessarily a…惨度排行榜，图上见图1 把两条归一化曲线拉直了看：10/12 起两人手拉手往下走，10/15 $ETH 一脚踩空把差距彻底拉开，$BTC 那天只回了个浅头。$ETH 反弹碰 2,493 就没劲，$BTC 好歹还摸过 82,900。柱子里的结论更直白：区间收益 -2.6% 对 -4.3%，最大回撤 2.6% 对 4…#NetflixQ3AdsAndMargins BTC vs ETH Earning Ability Comparison 2026-10-16 | Issue 29 PK Day | Verdict $BTC Retains Crown Verdict First: The Misery Contest, $BTC Miserably Dignified…"This coin is only a few cents, if it rises to one dollar, won't I make a big profit?" Hold on, let's do the math with Old Wang: Coin A is $1 each, with 1…#奈飞增长或放缓，广告业务成新看点 📺 奈飞会员增速变慢了？广告业务才是新看点最新财报里有个信号很清楚：奈飞会员还在涨，但增速明显放缓。2025 年全年付费会员约 3.25 亿，净增约 2300 万，远低于 2024 年约 4100 万的净增。成熟市场接近饱和后，单靠拉新已经不够撑估值。真正的新故事是广告 💰…Oil back to 100: This time it's the route pricing, not production Let's first look at the facts that have already happened. Last Friday, the WTI November…Woke up to see that BTC, ETH, and SOL are all slowly declining, but what's more dangerous than the price is the pile of retail long positions in the contracts…Figure 2 shows the daily flow of $BTC holdings: 10/12 +54 million, 10/13 -91 million, 10/14 +46 million, 10/15 -87 million, 10/16 +157 million, 10/17 -68…#SpaceX上市后首份完整季度财报将揭晓非农新增25.4万，远超预期16万，失业率4.1%也没继续抬升，时薪环比0.4%高于预期0.3%——劳动力市场没松，降息交易又被往后推。这是明牌利空，盘面已经先跌为敬。真正的变量在今晚20:30。零售销售才是检验消费韧性的硬指标。十年期美债收益率重新站上4.2%…📊 US September CPI year-over-year 3.7% (expected 3.6%), month-over-month 0.6%. Core CPI year-over-year 2.6% (expected 2.5%), last month was 2.4%; month-over…$ETH 空仓等待机会，难道不也是交易中很重要的一部分？目前我已经空仓等待了，纪律是交易者的铠甲，丢掉铠甲必受伤。本ID观点：震荡行情，做空点位，入场：2500附近，止损：2540，止盈：2400；做多点位：2390附近，止损：2360，止盈：2490；盈亏比接近：3:1 思考逻辑：在下跌到2313后的反弹…In my view, delivery volume exceeding expectations can only be considered a positive signal; the real determinant of Tesla's next phase valuation is whether…Tesla Rocket Roadster: What the Market Is Really Trading Is Volatility What’s falling is not the price, but the buy orders withdrawing first $ETH dropped from 2807 to 2420. At the same time, the spot ETF has had net outflows for…$KORU KORU 下周我还是偏空，但我觉得中间很可能会有一波大反弹。现在10.6附近，上周韩国半导体好不容易反弹了一天，结果晚上美股半导体又被砸下去了。说白了，资金现在还是不太愿意接这些芯片股。周一韩国重新开盘，我觉得大概率还要往下压一压。但KORU已经连续跌了这么多天，最近一天上下波动20%左右都不稀奇…Buying SpaceX stock, it's best to first accept one fact: the company's capital expenditures already look very much like those of a company heavily invested in…The hotter AI gets, the harder it may be to lower short-term interest rates. This time, Wash's statement made this contradiction more concrete. On October 16,…