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To pour some cold water first, raising the collateral loan limit does not mean the market has an inevitable new buy order. Aave has increased the Bitcoin and…Meta quietly shelled out $95 billion. $35 billion in additional issuance + $60 billion ATM, but only $12.5 billion will actually be received by October 2026,…$GOOGL This drop is really confusing: Google Cloud grew 103% year-over-year, yet the stock price fell sharply! But breaking down the earnings report makes it…[ETH Volume Oscillation, The Real Signal Is to Wait and See] ETH current price is $2352, up 0.4% in 24 hours, down 4.8% in 7 days. This is not a trend…Bitcoin Enters a Cooling-Off Period The Biggest Fear Is Not Quarreling, But Silence Let's first do a straightforward calculation: publicly listed companies hold 1.3 million $BTC, a 31% increase over 14 months, with Strategy contributing 71%…Valued at 2 trillion, with 132 billion in cash, the security team was breached and wandered around within 12 hours. Anthropic really submitted its Nasdaq IPO,…I believe this BTC correction is nearing its end. As mentioned before, the buying range for ETH is between 2250-2400, and the lowest pullback reached 2280.…Today, five projects emerged simultaneously, and certainty began to stratify, with stratification directly determining where the money should go. TxFlow is…Short sellers exploded by 46.5 million again, but the ETF ran away with 150 million The Federal Reserve did not raise interest rates early this morning, but the market is already betting on a rate hike in December 📅 According to CME FedWatch,…Samson Mow transferred out 2.5 $BTC, leaving a Liquid reserve shortfall of 600 coins Sometimes in the $BTC community, what’s most worth paying attention to…Four tubes, after the resolution all valves closed, resolution landed BTC ETF net inflow of 16.08 coins about 1.3 million, rebound momentum stopped for five…When I saw this message, the first thought in my mind wasn't "how much can it rise," but a question newcomers often ask me: Since you are optimistic about the…Has Wall Street just changed its tune? The "scale difference" of ETF fund inflows is more worth watching than the direction ETF data on October 21 did show a…ETF single-day net inflow of 112 million, 10-day inflow of 308 million: Is capital quietly increasing positions?【Crypto Circle Script】 #谷歌云业务增长82%，AI投入回报如何？ Google really seems a bit wronged here They are investing in AI Cloud business is also growing But when the…📉 Today, $BTC and ETH are generally consolidating sideways, with volatility even weaker than over the weekend. BTC has repeatedly tested the 80,000 level but…Seeing this message, my first reaction was a bit discouraged: it turns out that even if the code can run, there are still so many hurdles before a protocol…Next, keep an eye on these two things; they're more useful than watching the K-line First, whether there will be a rate hike in December — some are already…Altcoins have no chance, money is flowing back into BTC Today the fear and greed index is stuck in the neutral zone at 45–51, neither panicking nor excited.…#谷歌云业务增长82%，AI投入回报如何？ “谷歌云增长82%”其实是2026年Q2数据；最新Q3云业务已增长103%，收入307亿美元，营业利润111亿美元，营业利润率升至36.2%，AI投入在云侧已经开始兑现。回报质量不差：云业务增速显著高于AWS、Azure，TPU外销和AI基础设施需求共同拉动…MicroStrategy (Strategy) launches "daily interest payment" Bitcoin stocks Saylor has a new move: the special shareholders' meeting on the 28th preliminarily…ETF has recovered some funds, but don't treat it as "true love" On the 26th (Sunday's data), the spot BTC ETF had a net inflow of $110.3 million, all taken by…“Uptober” really crashed this year It's quite awkward: Bitcoin has still dropped 4.2% this month as of the 25th (83600→80051), clearly about to close October…DTCC launched its tokenization service yesterday. I translated the participant notice and feel the phrase "around the clock" should be taken with a grain of…The Fed "holds steady," giving Bitcoin a breather In the early morning, the Fed kept the interest rate at 3.75%–4.00%, with 10 votes in favor and 2 votes for…$BTC The Federal Reserve kept the interest rate unchanged at 3.75%–4% last night, but 2 out of 12 votes favored an immediate rate hike. Despite such a hawkish…I have a long position in $BTC with an average price of $83,030, no adding to the position, and no chasing in the middle of the range. A) Holding above $82…Two Fed members voted for a rate hike, yet BTC options volatility barely moved, this calmness looks a bit fake The statement kept rates steady at 3.75%–4%,…The supply side of Bitcoin is shifting, but only halfway. On October 26, exchanges saw a net inflow of 7,278 BTC, which flipped to a net outflow of 12,702 BTC…PEPE rose about 10% in the past 24 hours, with the nominal value of contract positions nearly 46% higher than the same hour yesterday, and the current fee…Robinhood closed at 91.43 the day after releasing its earnings report, down 3.3% from 94.56 the previous day. Since last April, this marks the seventh…困死了，美联储10月议息结果出来了，和我之前说的一样：10月不加息，12月加息。利率维持3.75%-4%不变，投票10:2，Cook和Hammack两位投了反对票要求再加25个基点。美联储说法：经济增长强、失业率稳、消费还旺，但通胀仍偏高，加之地缘局势不确定，继续坚守2%目标。整体基调偏鹰…The oil pot has just been taken off the heat, yet the valve at the Strait of Hormuz is still being pressed down by a military boot—Brent at $109.74/barrel,…AI Watershed Night: Microsoft Rises, Google Falls, Market Begins Pricing in Profits Google has released its earnings report, and the drop is unbearable to watch. Earnings per share were 2.12, while Wall Street estimated 3.02. The miss was…First, to pour some cold water, when I see this kind of judgment "price will rise once uncertainty fades," I tend to look for which link is missing inside. My…October 29 Crypto Market Analysis BTC around $81,245, ETH around $2,360. The Fed's "hawkish pause" was implemented; the decision itself did not trigger a sell…Microsoft has reported earnings, and a big bullish candlestick has appeared. Azure rose 48%, which is one point higher than the 47% line in the buyers' minds.…The Federal Reserve held steady overnight, keeping rates at 3.75% to 4%, with a 10-2 vote; Cook and Harker both voted for a rate hike, and the September vote…$HYPE One of the core participants in the ecosystem, HyperLabs, applied to redeem nearly 180,000 HYPE, equivalent to 14.49 million USD. Whose holdings wouldn…Integrating Bitcoin into a multi-asset portfolio is essentially like adding a modular steel structure annex to an existing reinforced concrete framework—not a…Short-term Key Variables and Observation Points In the coming weeks, the direction of the crypto market is likely to be driven by the following events: 1.…$BTC Once the midterm elections are settled, BTC can resume its upward trend — I half believe what the founder of CryptoQuant said. The other half I leave to…A super low-pressure system with a central valuation approaching two trillion dollars is completing its numbering on the Nasdaq surface. The formation…[The Federal Reserve Targets South Korea, AI Still a Hot Topic] Wachtel specifically emphasized that his concern for the South Korean economy "exceeds your…$FIL filcoin project, what is the total real income of the entire network per day now? Conclusion first: Filecoin's entire network "real income" depends on…⚖️ The Federal Reserve holds steady, shorts liquidate $130 million, but Robinhood's crypto revenue halves by 55%: The fracture lies not in interest rates, but…ETH whale