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Last night, a fan asked me in the comments: "What if the Democrats win?" I said: short first, then long. Today, $BTC's price movement just formed a "deep V,"…US stocks at highs and BTC cycle misalignment: The 2026 midterm election effect faces a test $NEAR brothers, look at this wave of NEAR pulling up to 4.05, the pressure has directly increased, this is not something that can be easily broken through. I…#ASTS推进手机直连卫星服务，商业化进展待披露 **My judgment: ASTS's technical potential is worth attention, but the key to commercialization is turning "phones can connect to…BTC 78,460, V is back, 0.5% higher than the 78,063 before the crash. To be honest, 76,326 was broken. Today's low was 75,736, 2.3% lower than that. I…#RocketLab财报前瞻：Neutron火箭进展如何？ **My assessment: Neutron remains Rocket Lab's biggest growth opportunity, but the maiden flight has been delayed, so this…#SoftBank's heavy bet on OpenAI: Can the Q2 earnings report deliver impressive results? **My forward-looking judgment: SoftBank may report impressive…Calculating, this new license in Mississippi accounts for 5% of Alchemy Pay's current 20 licensed states, but it cannot be equated to a 5% business growth.…#IREN矿企转型AI云服务，GPU交付进展待揭晓 **My judgment: IREN's transformation already has actual delivery support, but the key in this earnings report is whether the GPUs…#AAOI高速光模块放量，Q3财报能否超预期？ **My judgment: AAOI has a slight chance to beat expectations, but profit uncertainty is greater than revenue, so I am not betting on a…Term Structure Observation: ETH Shallow Depth, SOL Near-Term More Expensive The long-dated positive basis of $ETH seems to exist, but the first-level capacity…#ModernaQ3财报将揭示疫苗销售趋势 **My forward-looking judgment is cautious: Moderna's focus this quarter is whether vaccine sales can stabilize, and whether losses and…#CircleQ3USDCGrowth A growing USDC supply is encouraging, but I wouldn’t judge Circle’s performance by adoption numbers alone. Reserve income, interest-rate…Midterm election results are out, the US stock market staged a major reversal, and Bitcoin rebounded strongly! The real reversal market may still have to wait…#索尼财报前瞻：游戏与音乐业务表现如何？ **My forward-looking judgment: The gaming business is more likely to contribute profit elasticity, while the music business growth is…Pharaoh doesn't care about meals, the oil market first slams the table! Crude oil plunging 7%, is it preparing a big move for Bitcoin?$WLFI At this price, WLFI is almost unrelated to the Democrats taking control of both chambers. Fortune reported that the House Oversight Committee has new…Why did the crypto market rise when the Democrats won the midterm elections? The first law of election-driven market movements is that the market trades not…Why can backtesting be profitable, but live trading might result in losses? Focus on checking three key issues: 1. Overfitting: Are the parameters only suited…$ZEC 98,000 ZEC, at the current price of 1280, equals $125 million. This money was originally going to be redirected, but the plan was withdrawn this…Silver gave the market a surprise today: the spot price broke through $52/oz, with a daily increase of 4.45%. This is not a small fluctuation; completing this…#美国中期选举：民主党赢得国会两院控制权 Democrats Take Both Chambers: Crypto Industry Faces Legislative Freeze and Tighter Regulation, Short-Term Pressure and Long-Term…#AMD data center revenue nearly doubled, revenue and guidance both exceeded expectations **I am somewhat positive about AMD's earnings report: data center…$ETHFI Liquid restaking expands the possibilities for Ethereum-based assets by allowing users to explore additional staking-related applications. Ether.fi…【NEAR rebounds back to 4, short sellers covering to buy time for bulls】 $NEAR is currently around 4.04, up 6% in 24 hours. Previously, it continuously fell…A friend told me that historically BTC always drops after midterm elections, and that leverage contracts shouldn't be touched during this period. $BTC But let…On election night, Bitcoin dropped from around 78,000 to 75,600, then climbed back to around 77,000 in the morning. The US midterm election vote count showed…Bitcoin rally driven by short liquidations, not new buying "'Rushing to grab positions in a low-volume market, first arrange the 'seating order' (๑•̀ㅂ•́)و✧' Vote counting is ongoing with low volume on the market.…#Circle财报在即，稳定币增长能否兑现收益？ **My judgment on Circle (CRCL) is cautious: USDC scale growth is important, but what truly determines profit is "how much interest…Sideways trading is not a safe zone, but the most easily misjudged war of patience consumption Standing at the edge of the foundation pit, the monitoring instrument's reading suddenly jumps to red—141 million. This is not the cost, but the actual…Let's calculate: 4/4 is 100%, but "threshold maxed out" and "security maxed out" are not the same thing. Looking at this LayerZero news, what concerns me most…#交易之声：你的经验值得被听到【Which indicator do you value most when judging long and short data?】 If it were before, I might have valued the long-short ratio the most;…$CORE Some brothers on okx still believe that the CORE public chain is still operating, but its appearance is more like a static specimen. Statistics show…Over 90,000 liquidations, $338 million vanished into thin air! But don’t rush to cut losses—the real story today is the head-to-head battle between the “deep…The blue wave is coming, so why isn't the crypto community panicking? The latest Polymarket bets show a 95% chance the Democrats will take the House and about…Banquet Demon Mirror: Which of the meme trio is catching people? 🪞 This week the meme circle was flooded with the banquet, but prices moved in the opposite…As soon as the midterm election results came out, $BTC dropped first, followed by AI stocks. After the drop, it turned out that what everyone was afraid of…According to Bloomberg, because Binance did not purchase cybersecurity insurance, the Directors and Officers (D&O) insurance cannot directly cover the stolen…#美国中期选举：民主党赢得国会两院控制权 Breakdown of the closing market for Korean, Hong Kong, and A-shares: Semiconductor giants are being withdrawn by foreign capital, with…Bitcoin's $76K liquidation zone meets crowded whale shorts A single bullish candlestick changes the whole perspective! 1. The narrative at the lowest point of the midday session was that Trump lost, tech was going to…How do you see the upcoming $BTC market trend??? Currently, BTC mainly focuses on two potential bottom areas: the first is $76,000, which is also the final…$BTC 24h net inflow of 230 million, $ETH 24h net inflow of 53.7306 million; but weekly BTC net outflow of 543 million, ETH net outflow of 217 million, 15-day…There has always been a saying: Bitcoin is digital gold. Fine, today gold rose by 2.79%, quickly reaching $4040 per ounce. I want to ask—what is the digital…The early session once dropped to about 75,700, then rebounded in a V-shape within a few hours to about 78,300 — the price first turned red, but the fear…#全球央行Q3购金321吨，金价为何持续承压？ This wave of gold rally is essentially driven by both "risk aversion + opportunity cost." On the afternoon of November 4, spot gold…Today there is a striking number: spot gold broke through $4040 per ounce, with an intraday increase of 2.79%. First, distinguish the two numbers. 4040 is the…【$70 Billion Order Only Delivered 1%, China's AI Computing Power Gap Larger Than Expected】 Chinese companies like Alibaba, Tencent, and ByteDance have ordered…