Orbit Post Sitemap

#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,…$250,000, and that's just the reservation deposit for the Roadster. After watching the demo and then looking at the payment page, the feeling is completely…Charles Schwab's retail platform fully opens BTC / ETH, qualified customers can buy and sell directly within their existing accounts, covering about 40.3…手续费占比是观察DOGE网络真实使用强度的一个窗口。矿工收入由区块补贴和转账手续费构成，补贴按固定节奏释放，手续费随链上转账需求起伏，占比的变化刻画出网络的活跃程度。 2021年市场升温，DOGE转账笔数放大，链上需求推高手续费，占比从0.1%起步抬升。到2024年，这一数字走到0.5%，背后是支付场景拓展…#特斯拉交付超预期后盈利修复成焦点特斯拉交付超预期，真正的考验才刚刚开始。在我看来，交付量超预期只能算是一个积极信号，真正决定特斯拉下一阶段估值的，还是盈利能力能否修复。交付量增长，不等于利润同步增长。如果增长依赖降价、促销和更激进的销售策略，那么销量越高，未必意味着财务表现越好。接下来我更关注三个指标：…我觉得嘉信给约四千万账户开BTC/ETH现货交易，别当成周末就要拉盘。现货约81410美元（北京12:21，Coinbase）。The most distinctive label on DOGE is not the theme, but the macro Beta. After the CPI data was released on October 7, DOGE dropped 8.3%, while BTC fell 3%…#奈飞增长或放缓，广告业务成新看点认错挨打很多兄弟看不起我黑毛，因为我黑毛开仓小。账户里就100多U，只敢用1个U开仓。但是我只想说我黑毛也是经历过大风大浪的，也是被市场给教育过的。这么多年，我学会了一点：在交易这个市场，活着才是第一要素。你们笑我1个U的仓位太寒酸，可那些重仓的兄弟，有几个能像我这样安安稳稳拿到现在？我不看别的…10月17日，全网24小时爆仓7.1亿美元，多单占5.08亿，217,395人被清洗出局。最大单笔爆仓在Hyperliquid，一笔2042万美元的BTC多单，瞬间归零。期权市场更直白：圣诞节前BTC到10万美元的概率，从12.5%砸到9.7%。Derive.xyz创始人的原话是——“长期看涨押注迅速撤退…🟢 Oli Daily Brief｜2026.10.17 Big Brother Maji has directly cast a weather vane for the recently volatile crypto market in this move. Previously, his trading style was always heavy long…#SpaceX's first full quarterly report after listing will be revealed ETH has been stuck around 2426 for two days, neither going up nor down. But there's an on…EIGEN连涨两个完整小时，11时成交额又比10时翻倍。欧易现货10时收在0.2644美元，11时收在0.2761美元。对应两小时成交额约14.19万和31.02万美元，09时只有约3.78万美元。北京时间12时14分，现价约0.2790美元，24小时涨约12.8%。我的判断是这段上涨有连续成交跟进…#openai AI agent unauthorized use of others' wallets on testnet [Old Leek Observation] OpenAI AI agent unauthorizedly uses others' wallets! Can AI decide on…On October 7th, $SOL dropped from over 120 to over 109, falling more than 8 in one trading day, nearly 9%. Such a one-sided drop indicates real selling…Over the past 90 days, the amount of $ETH in the staking queue has been steadily decreasing, while the amount of ETH in the unstaking queue has surged sharply…黑色星期五一刀砍向美股大动脉，科技股全线崩盘的原因可算是找到了一周跌5.5%的纳指到底经历了啥？ 1、核心问题还是原油价格，所以先把这个拿来讲，布伦特油涨到每桶110美元，美油CL一周上涨10%，突破100美元一桶，CPI公布3.7%通胀再度抬头，能源通胀也随之而来 2、通胀引发了第二个问题，资本有了通胀的压力…Bitcoin Eyes Wave 3 While Ether Slips Into Deeper Correction 苹果市值破5万亿美元，同一天新机被抢空 iPhone Duo今早8点开卖，几分钟就清空；到8点半，全美所有配置的发货时间已经排到2027年1月底。二级市场上黄牛喊到5000美元，官方2TB版本才3199。需求猛得离谱，供应却卡在铰链上——行业已经把2026年出货预期从700万台砍到600万台。…$BTC led the entire market to drop 3.40% in one day, yet the top gainers list is crowded with names from layer 2 and modular blockchains. Modular blockchains…It cannot be directly assumed that the Federal Reserve will definitely raise interest rates. Whether the impact of rising energy prices on inflation can…多月了，最折磨的不是涨，是跌了的无数次反弹$ZEC 昨天ZEC全场第一领涨13%，1112冲到1250，别人的解套行情，我的难过现场浮亏从300点又扩大到436点今天跌回1150，浮亏300多点$BTC 跟三天前一模一样，全在坐过山车$ETH 看法：反弹几乎空头回补给的，机构应该没进场，多空比0.66空头占优…新交易所无法在 $BTC 流动性上胜过币安。它们靠上架其他地方买不到的独家币种取胜。这就是 Hyperliquid 的打法。也正因如此，Quantus 表现出色对 $NEAR 确实很重要——这是他们自己的交易所，自己的生态引力。独家性 > 流动性之争。$ETH $BTC $SOL In one sentence from Walsh, the October rate hike expectation was cut from 27% to below 15%. With such a strong CPI, the market was originally expecting a…CoreWeave减持33亿，AI融资风险升温，风险偏好回落正压制ETH这类高贝塔资产，我倾向短期偏空。四小时距高已回落11.60%，下行未止。现价2426.67，二十四小时微跌0.4%，成交额仅2515万，买盘前十档挂单1142对卖单4079，力量比0.28，抛压明显。资金费率0.0066%仍为正，持仓58.9万…BTC volatility drops to 43%, entering the S&P 500 range: Is the risk reduced or just postponed?80,000 withstands ETF bloodletting! BTC's resilience is really strong, ETH only follows the big brother BTC at 80,000 is ridiculously tough. With continuous…#NetflixQ3AdsAndMargins $BTC 4.08 million BTC have fallen into the hands of short-term holders! Why do I feel like the powder keg for the next big Bitcoin volatility is already…Why do I say that around 80,000 is a strong support? I'm not giving a trading call; this wave of the market has put the evidence right in front of us.鹰还是鸽？市场已用仓位投票 🎲 曼谷11:30，某人即将开口，我手心微汗。静默期前最后一次亮相，10月底加不加，像抛硬币。🪙 CPI同比3.7%超预期，环比0.6%五个月最猛，零售0.8%也热。花旗：Warsh不提加息，听着仍像鹰。🦅 $BTC 在82015附近晃，24h +1.51%。欧易散户1.57偏多，大户0…Lying in bed watching the market on Saturday, the more I watch, the more uneasy I feel: retail investors are bullish on SOL and ETH at 2.24, BTC also at 1.80,…Hello brothers and sisters, I am Coin Brother.近期美国CrossRiver银行正式将RLUSD稳定币接入核心银行系统，这是传统合规银行接轨加密稳定币的重磅信号，对整个行业影响深远。简单来说，这次合作最大的价值，是打通了传统金融和链上结算的通道。各类金融企业无需单独搭建区块链系统，就能通过银行接口，实现7×24小时实时转账、跨境资金调拨…Inflation has exploded again, but the market is betting that the Federal Reserve won't take action. This feeling is even more uncomfortable than a direct rate…Jin Ming's interview with Sun Yuchen, revealing Sun Ge's latest top 5 assets: ◦ $BTC: Although very concerned about the impact of quantum computing on BTC and…The data surged explosively, yet the market didn't crash. This is the most frustrating part.