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The night Binance ran into trouble, funds voted with their feet on two tickets: one for OKB, one for HYPE. First, the facts: Binance initially estimates an…#美国9月核心PCE升至3.1%，加息预期仍高 When signals conflict, the worst thing is to force a single directional bet. I will adopt two approaches: Approach A: Split the time…#闪迪Q1 revenue increased 378% year-over-year, Q2 revenue guidance is strong The boss has something to say SanDisk's Q1 financial report data is explosive.…Circle's Q3 report should clarify whether expanding USDC circulation is translating into durable economics. Reserve income may benefit from scale, but…"A 3.64% buffer, with $XRP leveraged 100x—this is the most dangerous aspect of this position." $XRP 100x short, 1.3022→1.2548, +363.99%. Conversely: it only…The common point among these three is: they are not closely related to the crypto space. $XAUT 3993 dropped by one percent, while the overall crypto market…$BNB 703.23, only 3.23 points or 0.46% away from the 700 whole number level—the wall is right underfoot. Whole number levels are the market's most honest…$SHIB Just a couple of days ago, I wrote about SHIB, with contract positions crashing to over 37 million, waiting for spot trades to come back; today the…I laugh at the main force's lack of strategy Carrying my sedan chair up the mountain I see my account continuously profiting Only regret is the shallow…#苹果新CEO迎来iPhone18首份成绩单 On November 3rd, at 5 a.m., Apple delivered its report! According to Apple's past financial reports, over the last one hundred fiscal…$ZEC The committee managing the $125 million treasury has never had a single vote from token holders. This issue has been causing increasing uproar in the ZEC…There is another factor worth considering: the reported rise in September core PCE to 3.1%. Higher inflation keeps monetary easing expectations under pressure…When the opponent's pawn chain has already pushed to the sixth rank, a true grandmaster won't rush to exchange pieces—he will first count how many tempos he…ETH's current five-wave upward move is basically complete, and what follows might be the brewing of a larger-scale Wave A or Wave 1. $BTC $ETH $SNDK The top…#美国9月核心PCE升至3.1%，加息预期仍高 Mid-term intelligence highlights: US September core PCE year-on-year at 3.1% (previous 3.0%), month-on-month 0.3%, overall PCE year-on…I won't use prediction markets to hedge my Bitcoin holdings for now. It sounds like it could provide some compensation for a drop, but regular trading focuses…In the three days around the Alpenglow mainnet launch, SOL's daily price changes were +1.40%, +0.39%, and -3.07%, closing at $106.93 on the upgrade day. That…After $HYPE's 15% surge yesterday, my long positions are finally out of the red, which also confirms that a long-term bullish strategy on HYPE is quite solid.…SOL Falls Below $100: The Real Danger Is Not the Crash, But the Weakness After the Rebound SOL dropped from $103.83 down to $92.26, then rebounded to around…Follow-up on the Binance incident: If confirmed stolen, how low will BTC fall?" The market has currently confirmed that Binance's hot wallet was hacked,…Yesterday's forecast was 2 correct and 1 wrong The extra income for SanDisk $SNDK is because 60% comes from selling more, and 40% is due to higher profits…$ETH $INTC #Intel Q4 earnings guidance below expectations, stock price plummets Over the past week, INTC experienced its most severe single-day sell-off in…Core Drivers of the Decline: Triple Impact Triggered Simultaneously ① Binance hot wallet suspected of large-scale attack (the most direct trigger) According…#Pre-Earnings Strategy Report: Realized BTC Revenues Rise Significantly I think for beginners looking at prediction markets, it's quite easy to mistake correctly predicting the general trend of Bitcoin for correctly predicting the…EIP-7702 vulnerability exposes execution layer risks, loss of coins may not necessarily be due to private key leakage The black swan didn't trigger a massive crash, BTC firmly holds at 77K, and ZEC is actually aiming for a new high. Bears, this time you really can't save face…$AMZN, AWS growth is strong, but will capital expenditures consume cash returns? Amazon's Q3 sales increased by 12% year-over-year, AWS grew by 39%, but free…#StrategyQ3净利润创单季新高，数字资产收益贡献显著 Although Strategy's Q3 financial report looks impressive on the surface, with a single-quarter net profit reaching $19.53…$ZEC actually didn't drop much today, down 4.5% to $1227. With the privacy narrative and early-stage capital clustering, it is relatively resilient among…#IntelQ4OutlookMiss Intel's Q4 guidance looks weak with EPS $0.25 vs expected $0.43 and revenue miss. This is a clear Outlook Miss. Despite foundry efforts,…This news gives me a bit of a déjà vu from the last round: the chain wants to capture real-world assets, but the real-world rights holders may not be willing…As long as earnings and AI spending remain strong, buyers have a reason to stay engaged. However, if inflation remains above 3% and Treasury yields start…So we're dealing with an economy that is still growing strongly, but inflation isn't easing at the pace the Fed would like. Looking at this from a market…Tether and Circle Freeze $1.8B in Binance Hack The core PCE meeting expectations is the biggest bearish factor; inflation is thoroughly sticky. The 10-to-2 vote clearly shows that the Federal Reserve is…$SNDK SanDisk Contract Long and Short Position Account Ratio (Key Highlights) • Data Extraction: At the 1-day (24-hour) level, the proportion of long accounts…"Settlement Moment, The Largest Pain Point Failed" Today at 16:00, Deribit completed the largest October settlement: Bitcoin options with a notional value of…#CoinbaseQ3净利润转正，交易收入同比降43% Looks like it earned over 700 million, but a closer look shows it's mostly unrealized gains from holding coins that increased in…#Palantir财报前瞻：高增长能否支撑高估值 Before Monday's report release, market sentiment remains bullish, thanks to Palantir's strong operational performance and the…SOL is facing a difficult combination of institutional support and weakening market sentiment. Institutional staking through Jupiter is a constructive…This morning I said if it retraces to 76,519, watch 75,000; if 1H closes above 80,000, consider me wrong. Seven hours later, it rebounded 2,283 points to 78…When I browse meme communities, if I find that people stop playing along with the jokes and start seriously debating why it should hold long-term value, I get…Can BTC reclaim 80,000? The key depends on these two variables tonight After the panic sell-off triggered by abnormal activity in Binance's hot wallet,…1. First of all, to clarify, the security incident is not directly related to this round of crypto decline; it may have slightly amplified it, but it is…Why did I short on the night of the 29th? BTC's movement on the 29th was relatively flat, mainly influenced by HYPE's market trend, which abruptly pulled up…$ICE, will the regulated perpetual market become a new growth curve? ICE's Q3 revenue increased by 15% year-on-year and announced a partnership with Trade[XYZ…#美国9月核心PCE升至3.1%，加息预期仍高 US September core PCE rises to 3.1%, rate hike expectations remain high US September core PCE data is abnormal, year-on-year rising to…2026.10.30 ETH Market: The short-selling strategy from a few days ago was completely correct, and the main approach remains shorting on rebounds. 2174 is…#英特尔Q4业绩指引低于预期，股价大跌 Success in AI, failure in PC—Intel's transformation path is still too difficult, with legacy business holding it back. This is not a…