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AI computing power has been hyped for so long, just throwing money at it without results won't work. SanDisk's ($SNDK) earnings report after the market close…Are U.S. retail investors going crazy? From October 12 to 16, leveraged ETFs attracted about $9.5 billion in one week, setting a new record for Goldman Sachs,…Seeing it is like picking up money 💰 Consensus center is at 0.55—0.5560, 0.57 is beyond the upper edge; Q2's 0.62 includes a one-time non-recurring gain of $0…$BTW is gearing up for a plunge, with 1.5 billion in circulation and the whales holding at least two-thirds. Market cap over 10 billion. Those going long, be…Macro Background: FOMC's "Hawkish Pause," the Real Game is in December The October hold has been fully priced in, but this is not the end of the story The…About $330 million in OTC allocations, combined with the subsequent queued unlocking schedule, make the mid-term supply pressure of $HYPE an unavoidable topic…#美加稳定币监管明确收益边界 The US GENIUS Act and Canada's new stablecoin regulations simultaneously delineate clear boundaries on earnings: Stablecoin issuers themselves…$AMD server chip opportunities are expanding, but the real validation lies in market share and profit margins. Growth in the AI market does not mean every…Institutional Channel Cools Down: Why ETFs Can't Retain Funds The attitude of institutional funds toward the Dogecoin ETF was reflected on the books this week…I'm not very optimistic that $GOOGL's earnings report this time will exceed expectations; we even need to be cautious about the situation where good…#SK海力士Q3财报在即，HBM4能否提振盈利？#美加稳定币监管明确收益边界 Is $100 worth of SOL a rock bottom or a guillotine? 480,000 SOL suddenly transferred to exchanges, ETF funds are running, but institutions are secretly adding…#Intel's Foundry Transformation Welcomes a New Variable with Terafab #On the Eve of Intel's Q3 Earnings: A Life-or-Death Test for Foundry Transformation After…$12M Crypto Account Wiped Out, Then Reopens 25x ETH Long 20261027 9. A project making money does not mean coin holders have a positive return 1. Grayscale ranked the top ten most profitable crypto projects, among…On October 27, Bitcoin fell below the 80,000 mark triggering $1.3 billion in liquidations, and the market fell into a liquidity trap ahead of the Federal…All the good news is in, but prices are all falling: BNB lands on Nasdaq but stalls at 750, SOL whales dump and lose 100, XRP gets bank license but struggles…Can the $MU storage price increase cycle be converted into sustained profitability, rather than just a scarcity premium? AI servers require high-bandwidth…Yesterday, with just one sentence from Musk, CoreWeave, Nebius, and IREN—these "new cloud" companies—were slammed to the ground; today at market open, these…#Strategy财报前瞻：BTC账面收益大幅反弹 "MicroStrategy Earnings Preview: Bitcoin Book Gains Rebound Sharply" MicroStrategy is about to release its Q3 earnings report, with…In the same direction, two opposite actions were taken last night One category of products solely absorbed all net inflows of the Bitcoin ETF, while more than…Bitcoin consolidates at 80,000, AI sector rises 7.71%, ELON2028 surges 16,413% — funds are "seeking resilience downward"Meta has raised its financing plan again: combining stocks and bonds, aiming to raise up to about $103 billion, all invested into AI. Note this move itself…On the eve of the FOMC, the market is thinner than expected. That on-chain giant whale who went 5x full short on ETH at $2322 has unrealized profits rolling…Seeing the burn proposal, I feel a bit of familiarity from the last round: the market narrative always comes full circle and returns to supply. The Osmosis…#闪迪存储业务高增长能否延续？ #存储财报周提前暴动！闪迪：真成长还是利好出尽？ Korean stocks lead the way: Today KOSPI closed up 3.09%, SK Hynix rose over 5%, Samsung Electronics up 4%, with funds…$SOL is now stuck at $100. There's still about $29 million hanging over it. Not sold yet, just untouched. The portion left in the whales' hands is more than…$BTC has struggled to break above 81,000 for a long time; pay attention to the options gravity at the 78,000 support level! From the 1-hour chart perspective,…#SpaceX达成400亿美元GPU融资租赁协议 SpaceX has reached the largest GPU financing lease agreement in history with Apollo, totaling $40 billion, for the procurement of…I judge that SK Hynix is very likely to slightly exceed expectations, here are the numbers directly: Operating profit surpassing the 77 trillion consensus:…China's AI bubble has burst, China STAR50 Index, which tracks the largest domestic AI and chip companies, has plummeted 40% in less than four months, Is this…Meta launches approximately $35 billion financing; at first glance, it seems AI infrastructure has more funds, but looking further, shareholders have more to…“After the hard fork, does CORE's 'immutability' belief still hold? The data tells you the real answer” Many holders' biggest question after the vulnerability…$AVGO's demand for custom AI chips is growing, but is the customer concentration underestimated? Data center expansions support network and accelerator orders…The "Data Divide" of Oracles: Who's Getting Subsidies, Who's Earning Real Money? Oracles are the communication hubs of the on-chain world. But the way…$ETH ETF outflow of $88.58 million, but Fidelity is buying, BlackRock is selling, this is called turnover, not retreat On October 27, the ETH spot ETF had a…Hynix earnings report comes out tomorrow morning, a quick look at three storage tokens in advance $SNDK 1240, SanDisk makes NAND, not HBM 💾 AI servers require…SHAZ has had two consecutive bullish days — OKX xSHAZ token at 25.02, +7.52%, rising from 21.87 to 26.06 within 24h, all moving averages are above, with a…#US-Iran discuss Hormuz reopening plan, oil prices fall #Is the Hormuz “reconciliation” a smokescreen? Qatar proposed a “five-day mutual concession plan,” and…Why has the focus after the $TSLA earnings report shifted from deliveries to cash flow and autonomous driving realization? Beyond the automotive business, the…BTC is currently trading around $79,600 to $80,000, repeatedly tugging at the $80,000 mark. The price is below the 50-day SMA at approximately $81,866 and…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;…IBM, Oracle, and Intel jointly oppose OKX/ICE's stock tokenization, with the number of opposing issuers piling up to 26. I actually think this will succeed—no…I've been burned by integer levels like 100 before: last time it broke through, I chased in, but it turned out to be a fakeout, sweeping back and forth twice…The market's expectations for SK Hynix's Q3 are actually already extremely aggressive: Revenue around 98.2 trillion KRW Operating profit around 77 trillion…#SK海力士Q3财报在即，HBM4能否提振盈利？ SK Hynix: $6.25 is exactly a "must beat consensus" target Based on 1 ADS = 0.1 shares, 1,330 KRW/USD, and a 24% tax rate: $6.25/ADS…Calculating, the nominal position of $1,830,100 divided by 3 corresponds to a margin scale of about $610,000. Core Trader 67 just opened a short BTC position…$UNITREE After the hype subsides, what supports UNITREE's valuation? The physical conference concluded successfully, unveiling the anticipated technical…$110 million all went into BlackRock alone, yet Bitcoin still hasn't reached $80,000 On Monday, the US spot Bitcoin ETF saw a net inflow of $110.3 million,…