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Phasing out while obtaining licenses: The stablecoin competition is changing tracks In the same week, two opposite-direction news emerged in the stablecoin…#RobinhoodQ3 revenue growth, net profit decline Folks, Robinhood's earnings report is quite interesting, a typical case of "when one door closes, another…Someone just asked why so many people hype low market cap coins, and aren't they afraid that if too many people jump in, the price won't rise? The conditions…#10月FOMC利率决议即将公布 The Federal Reserve's October decision will be announced at 2 AM tomorrow. There is a 90.6% probability of holding steady. The real bet is on…I look at the data from prediction markets to understand how strong participants' expectations are for Bitcoin. But the odds are just the prices given by the…Retail investor enthusiasm is heating up, but large orders are quietly retreating $SNDK This wave in storage is really not just hype. SK Hynix rose 10%, Samsung Electronics 9.5%, Kioxia once surged 16% intraday, with three big bullish…#SK海力士Q3营收首破100万亿韩元 SK Hynix's revenue this quarter reached 104.6 trillion KRW. It surpassed 100 trillion for the first time, with a 32% quarter-on-quarter…In April 2025, the Liberation Day tariff triggered a crash in the crypto market, with Bitcoin dropping to 74,000 and Ethereum falling to 1,384. However, in…First consider the worst-case scenario: if AI growth is treated as a positive for all computing power assets, the direction might be wrong. A JPMorgan…Last night I was still hoping BTC would quickly break above 81,000; today it touched 81,300 but then fell back to 80,948. It's been like this these past few…#RobinhoodQ3 revenue growth, net profit decline Revenue hit a record, retail investors' crypto appetite halved first HYPE Recovery Comes With Rising Funding Costs BTC just surged to 81,300, and the bulls haven't even had time to celebrate before it was pushed back down to 80,948. ETH is at 2,357, SOL at 102.06. Damn,…Why has the prediction accuracy for earnings reports been 100% these few times? For example, SpaceX, SK Hynix, Robinhood, the beats are all above 80%, or even…Hynix's latest earnings report is a bit awkward, with both revenue and profit hitting record highs, but only meeting market expectations. AI chip demand is…Why did $PONS go up?Funding: ETF's "Unipolar Inflow" and Strategy's "Pause" ETF—Single-day net inflow of 110.3 million, but all from IBIT On October 26, the US spot ETF saw a net…Calculating it, the USDT trading volume increased by nearly 800%, which means close to 9 times that of the same period the previous week, not 8 times. But…[Pharaoh's Market Watch] Microsoft Azure's growth hit 43%, can AI commercialization really hit the gas? Pharaoh says directly, yes, but this is an…#闪迪存储业务高增长能否延续？ On the eve of Thursday's report release, market sentiment leaned bullish, driven by tight NAND market supply and demand as well as strong…$DOOD DOOD This dealer is so obvious that they don't even bother to pretend anymore.#10月FOMC利率决议即将公布 $ZEC: Go long! Strategy: · Wait for the price to pull back to the 1305-1310 range (EMA5/EMA10 dense support zone) and stabilize before entering a long…On October 28, the Japanese and South Korean stock markets both opened higher, boosted by SK Hynix's better-than-expected earnings report. The Nikkei 225…First consider the worst-case scenario: if the assets cannot be recovered, the claims may also not result in any repayment. According to Caixin, the BVI court…Robinhood posted record revenue, but the earnings mix tells a more complicated story. Q3 results released on Oct 27 showed: · Revenue: $1.424B, up 12% YoY ·…Focus on just one number. $ETH is currently standing right at the $2,300 line. It's not just one moving average line, but three numbers clustered together.…🔍 Corporate accounts contributed 78% of the day's trading volume, and I focused on this number: Is the election driving a surge in safe-haven demand, or do…$BTC #OctoberFOMCInterestRateDecisionComingSoon #BTC80KResistanceReboundBlocked: ETF Funds Clustered in Core, Large Holders' Triple Short Positions See…#微软Azure增长43%，AI商业化能否提速？ AI commercialization is indeed accelerating, but profit margins are being severely squeezed by high capital expenditures. One of the…The operating profit margin close to 80% in the material really left me speechless. In the futures market, when supply is tight and pushes profits higher,…$Q, which surged 2.5 times yesterday, has dropped back 75% today $Q, which was trending yesterday, has given back all its gains today. Yesterday, it surged…The current market is way too fake, it's so fake that I can hardly watch. What is it pretending? Pretending to stabilize, pretending to rebound, putting on a…The overall market sentiment is optimistic, but expectations are already set quite high: if cloud business maintains both growth rate and profit margin…$PONS Why did it rise? There hasn't been much change in fundamentals in the last 24 hours; 24-hour protocol fees are $330,000, protocol revenue is $50,000.…A single day sees $500 million in buy orders, followed by $400 million in net outflows the next day — the current BTC spot ETF capital flow is not what retail…#Circle's financial report is imminent, can stablecoin growth deliver profits? Circle's financial report is about to be revealed. The market consensus focus…My Q4 Bitcoin and Altcoin Game Plan Three macro and time cycle windows circled in my chart from now until the end of the year Windows: 1. October 24 -…There are a total of nine US SOL spot ETFs, with a cumulative net inflow of $1.53 billion, of which BSOL alone accounts for $1.16 billion, about three…I am particularly sensitive to the phrase "曾流经" (once passed through) 👀. According to Caixin, the BVI court has appointed joint provisional liquidators for 30…From the Coinbase premium perspective, the recent Bitcoin performance has actually been very resilient. The negative premium on Coinbase indicates clear…$HYPE pulled back from nearly 77 yesterday to about 81.4, up approximately 4.6% in 24h, outperforming $BTC (about +1.4%). I'm biased bullish: product…#美加稳定币监管推进，社区银行获邀入场 The boss has something to say The US OCC encourages community banks to apply for stablecoin issuance qualifications under the GENIUS Act,…After looking at this set of long-short ratios, I have only one feeling: BTC's long-short ratio is suppressed to 0.77, while retail investors rush past 2.3;…财报炸到天上，$SKHYNIX 却冲不上1100，这才是今天最值得看的地方。财报利润创新高，还放出754亿美元回购预期，现货一度大涨9%。按正常剧本，合约盘应该直接接着干。但现实是：SKHYNIX冲到1097.74附近，马上又被砸回1085。我反而更关注这个细节。 15天资金净流出约1.89亿…A net inflow of 24.5 million USD, what I care about is that the inflow to Fidelity FBTC exactly equals the overall net amount. In the futures market, when I…#谷歌云业务增长82%，AI投入回报如何？ How does this affect Google's stock trend? The 82% growth in Google Cloud is a short-term double-edged sword for the stock price but…#SK海力士Q3营收首破100万亿韩元 Haha, I really called it right ZEC is now holding steady around 1312. Why do I say it’s actually safer now than yesterday? Yesterday, I predicted a resistance zone between 1280-1300.…