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🔍 The headline says "Increase in Holdings," does that mean these 3,983 tokens were definitely bought from the market? I usually check this scope first, so don't rush to conclusions.
What can be confirmed from this information is: DeFi Development Corp. (Nasdaq: DFDV) stated that in the past week, its holdings of SOL and SOL equivalents increased by 3,983 tokens, bringing the total holdings to about 2,590,300 tokens. This is the company's disclosure, but the material does not specify the exact source of the increase.
An interesting detail here: the scope includes "equivalents," so you can't directly count the entire increase as spot market purchases; compared to existing holdings, this increase is not large. I tend to see it as a signal that the treasury strategy is still ongoing, rather than a strong positive factor that alone can drive the $SOL market.
This is my speculation: if the company continues to announce holding growth, then strengthening the market's recognition of its Solana treasury positioning might also be one of the motives. But disclosure bringing attention does not equal bringing new capital demand of the same scale; evidence is still lacking in between.
What I will focus on next is the source of the increase: market purchases or formed by other means? Let's all watch the follow-up together. Which explanation do you think is closer, and which detail do you most want to see in the next disclosure?#奈飞增长或放缓，广告业务成新看点
Although the subscription dividend from cracking down on password sharing has peaked, Netflix expects an operating profit margin of 33.2%. Combined with anticipated price increases and the continued penetration of low-cost ad packages, this is enough to support improved profitability. However, ad monetization still requires time to scale, and the market may be more sensitive to growth slowdown in the short term.$CT 0.334, at 17:42 when I posted it was 0.368, and I even asked everyone "Will 0.40 arrive first or 0.33 first?".
Answer: 0.33 arrived first 😂 At 20:00 this candlestick directly plunged to 0.3225, about -12% from then, breaking through the estimated long liquidation zone at 0.334.
The irony is in my own on-chain data: in the past 24 hours, about $3.34 million more was withdrawn from exchanges on Ethereum than deposited, which should mean "taking out without selling," yet the price still went down.
On DEX, there were 976 sell orders and 707 buy orders in 24 hours, more sellers than buyers.
The fee rate also changed: it narrowed from around -1.5% to about -0.83%, meaning shorts are less squeezed, and the fuel for short squeezes has significantly decreased.
New estimated liquidation chart: the next long layer is around 0.313, and the densest shorts are still hanging at 0.415 (estimated range, not target price).
$APR also dropped about 14% in two hours, small coins are bleeding tonight.
Will you catch 0.31? Yes / No, type one word in the comments 👇
{future}(CTUSDT)$BTC Institutional views believe the key reason for the recent weakness in Bitcoin this month lies on the demand side: corporate whales have paused accumulation, and ETFs have also seen capital outflows. Long-dormant old coins have recently been realized, with sell-off volumes exceeding institutional absorption; net outflow this year is about 127,300 coins. ETFs still had net inflows in September but turned to slight outflows in October. Although the full year remains positive, short-term support funds are retreating. The combination of old coin selling and insufficient institutional buying tilts the supply-demand balance, naturally putting price under pressure.📉
$ETH Currently more straightforward: sellers are active, buyers are cautious, and new funds are not continuously entering, making it difficult for both Bitcoin and Ethereum to mount a smooth rally.⚠️ However, there is no need to directly conclude a crash; the essence is a short-term lack of buying power.
$ZEC It is not advisable to rush to bottom-fish now; when buying interest is weak, bottoms tend to be tested repeatedly. It is more prudent to wait for signals such as enterprises restocking coins and ETF capital returning before taking action.👀#机构资金转弱，BTC与ETH谁先迎来回流？ #SpaceX上市后首份完整季度财报将揭晓 #奈飞增长或放缓，广告业务成新看点 Brothers, we just hold steady with $BTC, and leave the rest to time!
When fishing, the worst is when the float moves and you rush to pull the rod. You think the big fish has bitten, but when you pull it up, it's not only an empty hook, the bait is gone too. That's exactly how the BTC market is now, swinging back and forth between 82,000 and 82,500 every day. The bulls push it up, the bears slam it down, the float jumps happily, but the real direction hasn't emerged yet.
Let's look at the fundamentals to see what's really going on underwater. The US spot Bitcoin ETF has had net outflows of about $910 million for two consecutive weeks; the reservoir is being drained, so do you still expect a big carp to swim out? Plus, the US 10-year Treasury yield is stubbornly stuck near 5%. With such high risk-free returns, where would big money want to wade into the crypto waters?
The resistance zone from 82,600 to 83,000 above is like a solid net stretched across the river surface. Every time it tries to break higher without volume, it gets knocked down. This is a typical sign of bulls holding on hard. Once they can't hold anymore, our fishing rod will start to pull.
So don't rush, patience is key. Hold your short positions steady and defend well. No matter how the market jabs up and down intraday to shake out positions, as long as the big trend doesn't change, we'll just sit quietly on the shore and wait for the wind to come!
$ETH $ZEC #奈飞增长或放缓，广告业务成新看点 The most vulnerable point for ZEC right now is not the drop itself, but everyone's patience after the 1133 level has been repeatedly tested. The position you hold—is it a bet on the narrative, or a bet that others will give up first? Watching ZEC these past two days, the most direct feeling is: there is a rebound, but the quality of the rebound is not high. After dipping to $1116 in the early morning, it pulled back to $1160, and now it’s hovering around 1135. A 7% drop in 24 hours is not a disaster, but every time it tries to push up, selling pressure follows, indicating that the short-term initiative is still in the buyers' hands, just held very loosely. 1133 feels more like an emotional dividing line; if it breaks below, stop-loss orders will trigger faster than logical selling. From the perspective of sector strength, ZEC is currently in a very delicate position. The privacy narrative itself is intact, and the NU7 countdown is a solid catalyst: the testnet has been activated, block time is expected to be reduced from 75 seconds to 25 seconds, and on October 20th it will be decided whether the mainnet will launch on November 5th. Governance voting shows 98.9% support for maintaining the halving schedule. These are bullish underlying factors and explain why some are still willing to buy on dips. But the problem is that the good news was priced in too early, so before the actual implementation, it’s easy to enter a phase of divergence. The bearish side cannot be ignored either. Grayscale ZCSH saw a net outflow of about $93.56 million this week, with ETF withdrawals; on-chain, there is an account holding 10,000 ZEC with 10x leverage at an average price of 1146.8.#SpaceX上市后首份完整季度财报将揭晓 SpaceX's first full quarterly earnings report since going public is approaching: 67% betting on exceeding expectations, beware of consensus forecasts
After the U.S. market close on October 20, SpaceX (SPCX) will release its first full quarterly earnings report since going public.
Currently, in the prediction market, nearly 70% of funds are betting that this earnings report will beat expectations. I think this proportion itself is worth being cautious about.
The entire valuation boils down to two parts: Starlink is the current cash cow, focusing on whether new user additions and ARPU can maintain high growth—that's the baseline; while Starship is the long-term growth potential, but it is also a bottomless pit—if R&D spending gets out of control, it will directly swallow up profit expectations.
Many people only focus on Starlink's revenue figures and tend to overlook Starship's capital expenditures.
What can truly ignite the market is "Starlink continuing high growth + Starship delivering reliable test flights and landing milestones; if only Starlink meets targets and Starship shows no new progress, it is very likely just a good news realization, with funds selling on the news."
When bullish expectations are this high, it is often the most vulnerable time for a reversal.
This is just my personal observation and does not constitute investment advice. $BTC Evening Market Analysis
Brothers, the casino has reopened for a new week, is everyone’s ammo ready?
Yesterday, Bitcoin surged from 80,600 all the way up past 83,000, but now a few bearish candles have slammed it back down to 82,200.
Last week, the Fed released September CPI year-over-year at 3.7%, and PPI also exceeded expectations, indicating inflationary pressure has not eased. This means the Fed’s rate cut expectations have been delayed, and the probability of a rate hike in December even surged to 76%. Bitcoin is a non-interest-bearing asset; the higher the interest rates, the more institutions naturally reduce positions during rebounds.
Also, ETF funds have been flowing out continuously. As of the week ending October 16, Bitcoin spot ETFs saw a net outflow of about $228 million, marking the second consecutive week of outflows.
The 80,600 dip was a panic shakeout; the continuous rise to 83,000 was a technical recovery plus short covering. But above 83,000, volume clearly couldn’t keep up, indicating no new capital stepping in. With macro pressure, ETFs running out, and sentiment still greedy, these three heavy burdens make a pullback after a rally inevitable.
Currently, 82,200 is a neutral position. The resistance just tested above is 83,000, and short-term support lies between 81,500-81,800. Don’t chase the rally; wait for a pullback and stabilization before considering going long. If you want to short, wait for a light position test near 82,800 on a rebound. #交易之声：你的经验值得被听到 Dear, Netflix $NFLX will release its earnings report after the U.S. market closes on October 20. Moonlight is cautiously optimistic this time!👀
The company expects Q3 revenue of $12.86 billion, a year-on-year increase of about 12%, with an operating margin expected at 33.2%.
Moonlight's forecast is:
Performance close to expectations, profit may slightly exceed, advertising monetization is a key observation point.
However, last year's same period had tax expenses that lowered the profit margin[The Ledger Logic Behind the French Riots: The Twilight of Fiat Currency and Bitcoin's "Devaluation Trade"]
In recent days, large-scale riots have erupted in many parts of France. On the surface, the anger was ignited by scarce educational resources and rising living costs, but the deeper issue points to a deadlock: fiscal exhaustion. France's public debt has reached 119% of GDP. If the government cuts welfare, it will face backlash; if it doesn't, the debt will snowball. The so-called "October Revolution" is merely an emotional outburst; the real crisis lies in arithmetic.
When a country's debt growth consistently outpaces income growth, the central bank will ultimately be forced to create money to cover the gap. This is not a choice but an inevitability. Not only France, but major global fiat currencies like the US dollar and the renminbi are structurally destined for chronic overissuance in the long term. When the French public and global capital begin to doubt sovereign credit, capital outflows become inevitable.
What does this mean for cryptocurrencies?
Do not simply equate riots with a short-term surge in Bitcoin. Bitcoin can also fall amid sudden turmoil; it is not an immediate safe haven from street conflicts. What we need to look at is a longer-term dimension—the "devaluation trade." When the global fiat issuance discipline systematically loosens under debt pressure, an asset with a rigid supply cap and no reliance on any government credit endorsement will inevitably gain structural demand. The recent rise in Bitcoin's correlation with gold confirms this.
Personal reflection:
The flames on the streets of France will die down, but the debt will not. The design of the modern fiat system inherently includes progressive dilution of holders. When fiscal deficits become normalized, the cost borne by savers will not manifest as a "revolution" but as a gradual erosion of purchasing power year by year.
Bitcoin may not be the ultimate answer, but if one believes that fiat overissuance is structural, then seeking a value storage tool that is not diluted by political processes is a rational response. When people's trust in a currency begins to waver, the first to move is never the streets, but the ledger.
Illustration: France 1980 vs. France 2026 $BTC In Strategy's open letter criticizing the MSCI new rules, three words were used: discriminatory, arbitrary, misleading.
On Friday, MSTR dropped 9.6% to 136.83, with the market pricing in the worst-case scenario: being kicked out of the index. MSCI said the treasury company’s treatment is "temporary"—the word "temporary" is clever; the knife hasn't been cut yet, but it's still held at the neck.
The after-hours rebound only means the panic scenario didn't happen. Actually being kicked out would mean $2.8 billion in passive selling pressure. The final list will be released on November 11, effective November 30, so the sword hangs over this month 🗡️
In my opinion, a rebound from oversold conditions is likely; tonight, watch for a move above 137 first. But the 140-150 range is full of trapped positions, so the upside is limited; if it falls below 134 (Friday's low), this judgment is invalid.
Rebound or not, all those trapped positions above 140 are just waiting to be freed and run.
$MSTR
$BTC
#MSCI新规冲击财库股，Strategy公开反对 Just taking advantage of Sister Misa's thoughts to talk about Netflix $NFLX
Can this quarter's earnings report exceed expectations?
What I care more about is not the current market probability,
but the specific numbers behind it that can push the figures over the line
Netflix's earnings report is about to be released, just a day or two away
I saw the market trend in OKX's quarterly forecast, currently around 70%
This kind of movement doesn't seem spontaneous,
more like someone has finished calculating the accounts and won't turn back
Actually, the threshold for earnings report research itself is not high
Wall Street's numbers are almost aligned with what the company said in July, the two are very close, so exceeding expectations no longer means delivering something shocking, just a little better than what was previously stated~
Netflix in the past wasn't the type to set guidance very low and then easily beat it; last quarter revenue was slightly off, profit slightly exceeded, overall hovering nearby.
So if this time it's just a bit more,
there's no need to rely on a suddenly emerging hit
Therefore, pricing, share count, and exchange rates, which can be relatively clearly calculated,
are enough to push the numbers through
The North American price increase covers a full quarter, previously management said the effect met expectations and there was no obvious customer loss
Buybacks have been ongoing, fewer shares mean the same profit is distributed over fewer shares, so earnings per share increase a bit; the US dollar was slightly weaker in Q3 compared to guidance time, so the overseas portion converted back can also add some
#奈飞增长或放缓，广告业务成新看点 #Netflix growth may slow, advertising business becomes new focus These two will see capital inflow; Bitcoin will come back first, not Ethereum. The difference is not in price but in the buyer structure. #InstitutionalFundsWeaken, Who Will See Capital Inflow First, BTC or ETH? Ethereum's marginal buyers are almost limited to just one product channel: a net outflow of 320 million this week, the third consecutive week, nearly one billion this month, making it the worst month this year. Leverage has been completely cleared, and RSI is among the lowest in the mainstream — the problem is no one is buying. Bitcoin is also bleeding on the product side, with net redemptions for the second consecutive week, but its buying demand is not limited to one channel: sovereign states keep buying daily regardless of quarterly reports; on-chain leverage is near zero, and no one is being liquidated during drawdowns. On one side, a single channel is shrinking; on the other, channels are shrinking but other entry points remain. In a recovery market, the money that is less likely to run away returns first. The counterintuitive point is this: the most crowded funding rates are shorts, not longs — SOL, XRP, and LINK still have negative rates. Retail investors wait for catch-up in spot markets, while professional traders short in futures; two groups stand opposed in the same market. At times like this, the capital that returns is never the cheapest but the one with the deepest liquidity and the most intense shorting. What counts as real capital inflow? I only recognize two criteria: product-side net inflow for two consecutive trading days and stablecoin supply stops falling. Until these two happen, any rebound is just borrowed strength. Many may not agree with me, but I have definitely compiled and analyzed more data than you and have my own strategy.#NetflixQ3AdsAndMargins #奈飞增长或放缓, advertising business becomes a new focus
Netflix's revenue for Q3 is expected to reach $12.87 billion, with a growth rate of 11.8% — the slowest in three years. The number of monthly active users in the United States dropped by 10% year-over-year, and the average monthly viewing time per person declined from 66 hours in the first half of 2023 to 49 hours.
YouTube's share of TV viewing in the United States rose to 14.2%, while Netflix's share fell to 7.8%. The stock price has dropped by more than 40% over the year, 1,000 employees were laid off, and the CEO $BTC
The starting point of the last bull market was January 2023 and the end point was October 2025, nearly two and a half years, with the entire process involving comparisons of the magnitude of rises and pullbacks.
If you can't hold on, take a look at history……$BTC is lively, but positions haven't kept up
The total contract volume in the market has roughly increased by half
Positions have only increased slightly
High turnover, low position increase
The foundation for a rebound is relatively weak
Invalidation: Positions need to rise another notch, and the daily chart must hold above about $82,000
$BTC #BTC# Institutional funds are weakening, which will see a return flow first, BTC or ETH? The coming week will be even tougher than the last, with several landmines lined up to watch closely.
On Monday, the Korean stock market moves first. Koru has piled over $50 million long positions around the 10 price level. If it can't pull back from the danger zone, a new round of stampede will be triggered. Korean stocks have already dropped 60%, signaling a situation similar to 2008, and crypto is very likely to be dragged along.
On the macro front, after CPI and PPI both exploded, the repricing of rate hike expectations is not over yet. US Treasuries and the dollar continue to be pressured. $BTC's 80,000 level is the critical battleground: if it can't hold, look for 78,000; only a stable hold between 83,500–84,500 can offer some breathing room. $ETH is the weakest, with 2,300/2,200 as the next support levels; failing to reclaim 2,520–2,550 remains bearish. $SOL is stuck at 100, with a long-short ratio of 2.68, indicating bulls haven't fully exited; the chain reaction of crashes is not over.
Event-wise, Tesla reports Q3 earnings on October 21 (EPS expectations cut to 0.45), and tech sentiment will indirectly pull crypto.
In altcoins, don't get carried away by the oversold rebound of meme coins; without volume, it's just a correction;
Platform tokens (BNB 720 / HYPE 78 / OKB 118) can continue their independent rallies, but OKB has a strong follower attribute.
Next week, first guard against the contagion from the Korean stock stampede, then wait for macro and volume to give direction. Don't rush to bottom-fish. In the same week, equipment sellers dropped 20%, while chip sellers only dropped 8%.
AMAT fell 20.2%, LRCX fell 18.0%, KLAC fell 16.0%.
NVDA fell 8.1%, TSMC fell 9.8%.
The difference is not just double, but more than double.
I think this is not a coincidence; it is determined by the position in the industry chain.
Equipment stocks sell future production capacity, while chip stocks sell current orders.
Once the market starts doubting next year's capital expenditure, the first cut will definitely be on equipment.
Because equipment manufacturers' revenue completely depends on new production capacity starting up; if capacity is not built, orders are zero.
NVDA sells computing power that is needed now; demand still exists, but the valuation is high.
One has no business, the other is too expensive; the market kills the one with no business first.
The positions also confirm this.
AMAT stands at 11% of its 100-day range, KLAC at 14%, LRCX at 22%.
NVDA still has 54%, TSMC 46%.
In the same decline, the farther from the end user, the deeper the fall.
Today, conversely, equipment stocks bounced the most.
But this is beta from falling too much, not a change in logic.
AMAT's 100-day low is 400, just one step away from now.
Breaking below 400, this story truly begins.
$AMAT
#FarthestFromTheEndUser The "cheap feeling" of low-priced coins might be the most expensive illusion in the market🫧 Have you noticed that coins that have dropped 95% actually make people want to go all in even more? I've been thinking about this recently while looking at CORE. It fell from $1 to $0.05, which intuitively feels like a fracture, but a low price never equals a low valuation. What truly determines whether it's expensive or not are the circulating supply, total supply, future unlocking schedule, and how much the market is willing to price the project. Without calculating these clearly, $0.05 could still be expensive. The easiest misjudgment here is that people mistake "big drop" for "risk fully released." Actually, the drop is just a result, not a reason. Just because a project once reached a high doesn't mean it can return; just because a coin dropped 90% doesn't mean it won't continue to fall. A low price is more like a starting point for research, not a basis for buying. Looking through the lens of capital preference makes it clearer. The market's appetite for altcoins is clearly selective now; capital is more willing to pay a premium for projects with real demand, transparent unlocking, and fresh narratives, rather than simply buying because it's "cheap." For targets like CORE, if there is no new demand support or improvement in token structure, low prices may instead continue to wear down holders' patience. Of course, there is a bullish path: once unlocking pressure is digested and the ecosystem shows actual usage growth, low-position tokens will become attractive. But the risk is that the market may not even treat the old high as an anchor; what is priced in advance is future supply, not past glory. So my current judgment is that low prices are only worth opening research documents for, not worth directly opening the order page I previously predicted in June that ETH would retest 1505 but fail to break below it, at which time I judged that a weekly-level upward trend would start from 1505. Subsequently, ETH's increase exceeded 85%.
Current structural view:
1505–2807 represents ETH's first wave of weekly-level rise. The downward movement starting from 2807 is a weekly correction against this rise, not a new trend of decline.
If ETH effectively holds above 2500, a short-term bottom can be confirmed; the segment from 2807 to 2318 is only the entire or part of this weekly correction.
Assuming the 2807–2318 weekly correction is complete, a new weekly-level rise would have started from 2318. However, judging by the current upward momentum, this expectation is not yet met, so this phase is primarily considered part of the correction process.
Since the decline is part of the weekly correction, the movement starting from 2318 is only a secondary rebound. This rebound window will most likely peak between this week and next week, after which ETH will return to adjustment.
The longer the rebound lasts and the greater the rise, the higher the probability that after the rebound ends, the price will move sideways rather than deeply decline.
Once the entire weekly correction is fully completed, a new weekly-level upward wave will begin, with explosive power expected to surpass the 1505–2807 wave. The day after tomorrow (10/21), SOL will undergo the Alpenglow upgrade, and the hype has picked up again these past two days 👀
First, let's look at the market: It dropped to 100.35 at 3 AM today, basically the same bottom as 100.51 on the 15th. Before 8 AM, it pulled back above 104, with a daytime high of 106.22, now around 105.2.
It has been moving back and forth within the 100.4–107.4 range all week.
Above: 106.2 is today's high, 107.37 was the high on the 16th
Below: 104.3 is the low point from two dips in the evening, and below that is the double bottom at 100.4
My plan is to wait for a pullback, not chase:
📌 Direction: Bullish bias
📌 Entry: 103.9–104.4
📌 Stop loss: 102.3, if it falls back to the early morning consolidation zone, it means I was wrong
📌 Target: Take half off at 106.2, the rest at 107.3
A 4H volume breakout closing above 107.4 counts as breaking the range; if the pullback doesn't break it, add more; if 4H closes below 102.3, the plan is void, stay out and watch if 100.4 holds.
Holding around 8.9 million tokens, unchanged for two days, fee rate 0.0086%, no squeeze. Before the upgrade, people love to speculate on expectations; after it lands, it might be a point to realize profits, so position size is light.
$SOL #SOL #ContractStrategy
Just personal opinion, not investment advice, DYOR#NetflixQ3AdsAndMargins Brothers, the whole network is bearish, could it really be the opposite? $BTC has been moving sideways and can't fall further, there might be a surprise!
Right now, the entire network is bearish on BTC, wildly shorting it, but as the saying goes, when everyone thinks it will fall, it often gives us an unexpected result! After all, it has been stuck between 81,000 and 82,000, fluctuating back and forth without truly dropping, which clearly suggests something fishy.
Look at the screenshot, I entered a long position at 81,468.9, now the mark price is 82,479.4, with an unrealized profit of 3.72%. Why do I dare to go long at this level? Because the market is too strong and just won't fall. The bears have been shouting for a long time but can't push it down, so this might be the opportunity to go long, or the long-short battle has reached an extreme critical point.
However, this kind of counter-trend operation must not be done recklessly! I always emphasize to only try with a small position, never heavy positions, otherwise once you choose a direction, you can easily get stuck badly. Trying with a small position means even if you get stopped out, it won't be a big hit.
Currently, the market has strong resistance at 83,000 above and solid support at 81,000 below. As long as it doesn't effectively break below 81,000, I will keep holding this long position to see if it can muster a big move upward. The rest, we leave to time!
$ETH $ZEC #机构资金转弱，BTC与ETH谁先迎来回流？ #SpaceX上市后首份完整季度财报将揭晓
Today's Hong Kong and US stock daily Two-way liquidations, both longs and shorts forcibly closed on the same day — longs swept during the drop, shorts swept during the rise. It has nothing to do with direction, it just shows that short-term funds themselves have no consensus.
Today: $293 million liquidated across the entire network in 24 hours, $187 million longs, $106 million shorts. Longs were swept over the weekend, shorts squeezed this morning.
Different from the "liquidation waterfall" two days ago: the waterfall was a one-sided forced sell pushing prices down, two-way liquidations are a standstill fight, often occurring before a market turning point.
Market: BTC retraced from 80,750 back above 82,300, touched 82,500 intraday; ETH recovered from 2,329 to 2,414. The trigger was oil — Brent fell 1.8% to 107.85.
Yesterday I said the real answer would come at Monday's open. Today is the 39th anniversary of Black Monday, and half the answer was given: 80,000 was not broken, 82,000 held.
But I’m not calling a trend reversal: funding rate +0.0098% (annualized about 10.7%), longs not fully cleared; ETF net outflows for two consecutive weeks (last week $229 million); BTC pressured below the 20-day moving average at 83,396, daily MACD still negative.
Trading volume $23.5 billion, 75% more than yesterday (weekend was down 39%), exchanges had a net outflow of 1,861 BTC today — yesterday was a net inflow of 498.
(Personal observation, not investment advice. Manage your positions well.)
#BTC现货ETF连续流出 From October 16 to 17, three major events happened in the stablecoin space: Circle announced that USDC will enter about 40 emerging markets while advancing a $400 million acquisition of Singapore payment company Tazapay; Mastercard launched the Global Money Platform, integrating BVNK acquired for $1.8 billion, claiming access to 17 billion payment terminals; Samsung Wallet launched stablecoin transfers, using Solana and Sui.
I see three things.
First, the driving force comes from traditional finance, not crypto-native players. Allaire said this at the IMF and World Bank annual meetings. Samsung is embedding stablecoins into pre-installed wallets—stablecoins are shifting from industry products to the default option for financial infrastructure.
Second, the core competition is not issuance but clearing and distribution. Circle buys banking channels, Mastercard buys merchant terminals, Samsung buys user entry points. The pegging issue was solved back in 2014; now the bottleneck is how to get merchants to truly accept and users to truly use.
Third, choosing Solana and Sui is a cost-for-security assumption. But note: Sui rose 49% this month, Solana only 8%—Samsung using two chains simultaneously indicates that ecosystem depth is the key to competition.
I’d like to hear everyone’s thoughts: with card networks and phone manufacturers entering, will exchanges become toll booths above the settlement layer?The USD1 stablecoin behind $ETH has lost $400 million in market value over two weeks, with large redemptions on both Ethereum and BNB chains, causing short-term sentiment to be cautious. Although funds are being withdrawn on-chain, in the market, ETH is currently stuck around 2,425, with resistance at 2,442 tested 16 times—held 9 times, broken 7 times. In the 2,433-2,444 range above, there were $4.5M liquidations in the past 22 hours, all shorts. The shorts have just been wiped out once, and buying pressure remains, so the overall direction is still bullish. Open interest is up 1.4% in 24 hours, funding rates have longs paying shorts, longs have not withdrawn, but structurally, previous highs and lows are declining, so this is not an easy bullish environment. I will wait for the 4H close to hold above 2,442 before adding positions, targeting 2,474 for profit-taking, and will exit immediately if it breaks below 2,409 to observe. Do you think this wave will break the upper boundary first or test 2,409 first? #OKXTraderVoices In the futures market, when a company adds inventory and simultaneously repurchases its own financing instruments, I usually look at these two transactions together: the former reflects asset allocation, and the latter reflects capital arrangement. You can't just call it bullish by focusing only on the inventory increase.
This time, Strategy increased its holdings by 267 $BTC last week while repurchasing about $193 million of STRC preferred shares. My judgment is that this is better read as a corporate balance sheet message, which provides more information for those studying such coin-holding companies than for those who only look at the coin price.
The increase indicates it is still expanding its Bitcoin exposure, but 267 coins alone cannot infer the strength of the entire market's buying pressure. The repurchase of preferred shares involves capital structure, but since the materials do not disclose the source of funds or repurchase conditions, I would not directly interpret it as a reduction in financing pressure, nor assume that the repurchased funds would all be used to buy coins.
What differentiates the crypto market from traditional commodities is that financing actions by coin-holding companies are also easily interpreted by the market as price signals. My old habit remains to separate "how the company manages its accounts" from "whether the market will rise"; only if more capital arrangement details are disclosed later will I have a basis to judge the relationship between these two actions.
Are there any friends who have transitioned from traditional markets? When you encounter this news, would you pay more attention to the increase of 267 coins or the capital arrangement behind the preferred share repurchase, and why?$TSLA Observation: Flying cars are purely hype, the positive impact dies as soon as it lands
TSLA's market shows the most genuine reaction. After the price hit 383, it quickly plummeted to 352, with market value evaporating instantly
A typical "buy the expectation, sell the fact" scenario; investors simply don't buy into this marketing.
Elon's claimed Roadster flying technology actually relies on compressed air thrusters for short-distance hops Weekend liquidity is creating a new market fissure: $BTC and $ETH suddenly plunged in sync, almost simultaneously, AI-related stocks' perpetual contracts crashed 5% within seconds, then quickly recovered. The real concern is not the drop itself, but the timing—there was no breaking news at the time, and the US stock market was already closed. This is not an ordinary weekend flash crash, but a structural boundary crossing between 24/7 derivatives trading and traditional trading hours. On-chain trading and perpetual contracts have moved price discovery to the weekend, while liquidity thinness remains during weekdays. When the US stock market is closed and spot depth shrinks, any slightly large order can create a gap on the order book far beyond fundamentals. The instantaneous flash crash and rapid rebound of AI sector perpetual contracts are typical mechanical reactions under thin liquidity, not pricing of new information. This also explains why the $BTC and $ETH drop lacked a clear narrative driver—they are more likely the transmission result of the same liquidity shock rather than independent market moves. Most people would classify such volatility as a “weekend shakeout” and then wait for Monday’s open to verify. But what the crowd may underestimate is: when the derivatives market continues pricing while traditional markets are closed, the weekend’s abnormal volatility itself becomes information before Monday’s open. If volatility continues to expand after Monday’s open, $BTC and AI-related assets will face not an isolated flash crash but a cross-market liquidity recalibration. Conversely, if prices quickly return to calm after the open, it is closer to Pre-market concept stocks collectively turned red, and funds are testing the waters again
Just took a glance at the US stock pre-market, and crypto concept stocks are warming up across the board: $xCRCL leads with a 2.76% rise, $xBMNR up 1.99%, PURR up 1.98%, COIN up 1.75%, $xMSTR up 1.71%, HOOD up 1.46%, even SBET followed with 1.06%.
None are in the red, but honestly, the gains are hovering between 1%-3%, this is warming up, not a reversal.
What I’m most focused on is CRCL leading the gains. Circle’s earnings report is set for November 4th, just over two weeks away.
Previously discussed its key issue: 95% of revenue depends on reserve interest, and if the Fed leans hawkish, its business takes a hit. Now pre-market funds have given it a boost, which I interpret as a pre-earnings sprint—betting that the stablecoin story still has backers, but it’s not a faith backed by real money.
On the crypto side, Bitcoin is still hovering just above 80,000, stocks move first, crypto hasn’t followed yet. This kind of divergence usually goes two ways: either the US stock sentiment transmits over and crypto catches up; or stocks are just having a weak one-day rebound, and crypto ignores it.
So my strategy is simple: don’t get excited about this small pre-market gain, wait for the US market to officially open. If it’s a real warming, heavyweights like COIN and MSTR will show volume and hold steady; if it’s a one-day bounce, it will be exposed by the close. Let the bullets fly a bit first. #加密总市值重返2.8万亿美元 To pour some cold water first, I don't take this news as a reason to directly revalue the privacy sector. Ethereum Research Forum researcher Pierre proposed migrating Tornado Cash-like privacy pools to the hash-based SNARK system Flock, using SHA-256, and replacing large circuits with small "single compression" circuits to support recursive aggregation. We need to be precise with wording here: this is a proposed scheme, and post-quantum security is "potentially achievable," not a product capability that has already been realized.
I am cautious for two reasons. First, faster proof generation does not mean the entire user process speeds up; if the bottleneck shifts to aggregation, verification, or interaction, the experience improvement might not be as dramatic as the headline suggests—this is my speculation. Second, there is still a gap between technical achievements and token value driven by adoption demand. The proposal itself does not prove that related projects will gain users, nor does it mean the entire privacy sector benefits.
But I might be underestimating it. If there are reproducible tests later that demonstrate speed advantages under equivalent security requirements and clearly explain the overhead of recursive aggregation and security assumptions, I will become more optimistic about its practical value. Don't get excited too quickly, nor dismiss the research just to be bearish. Regarding this news's driving force for the privacy sector, are you bullish or bearish? State your reasons: do you value proof efficiency more, or evidence of actual adoption?#奈飞增长或放缓，广告业务成新看点
One-sentence prediction: The Q3 numbers will look "good," but the real pricing target of this earnings report is "what will drive growth next." Advertising is on track but not fast enough, profit margin improvements have quality issues, and the content officer reshuffle adds execution uncertainty—these three factors combined mean the stock price reaction after the earnings report will most likely be "a respectful drop first," rather than "all bad news priced in."Three anomalies, three pricing logics
$BNB reported at 718.5, slightly rising 0.49% against the trend, standing out amid the broad market and altcoin declines. Its resilience lies not in sentiment but in the daily consumption on BNB Chain: gas fees, ecosystem projects, and Launchpad demand continuously operating, providing a layer of usage support for the price. The resistance near 718 feels more like an ecological bottom rather than a market bottom.
$TRUMP slid from the 1.86 level to 1.701, down 3.24%. The political meme lacks new event catalysts, with fixed issuance and community governance, so the price swings with news about the figure; liquidity is thin over the weekend, and a single sell order can drop it by three points. After breaking support, it needs to find new support levels.
$SNDK retreated from 1364 to 1267.7, down 2.18%, nearly 7% over two days. NAND and enterprise SSD fundamentals remain intact, but pressure comes from the storage sector's sentiment-driven valuation cuts on Chinese production capacity, dragging original manufacturers down. Going forward, the market will need to see financial reports presenting real orders on the table before recalculating valuations.
These three anomalies actually represent three pricing mechanisms: ecological usage, event-driven, and sector sentiment. This article is for market analysis only and does not constitute investment advice.
#芯片股八连跌后反弹，AI交易能否修复？ #BTCETHInflowsWatch
All three coins are rising, but the funds haven't returned.
$BTC rebounded to 81,575, $ETH remains below 2,400, and $SOL hovers around 103.
Last week, the combined net outflow of spot ETFs for the three major coins was about 580 million USD; a price rebound does not mean institutions are re-entering.
Without fund inflows to support it, how far the rebound can go remains uncertain.
Next, the focus is on whether ETFs can stop the outflow; whoever gains fund recognition first will have a better chance to sustain the trend.
#$BTC $ETH $SOL Last week, the Nasdaq dropped 4.5%, the chip sector experienced a suffocating eight-day sell-off, and the VIX once approached 20. The CoreWeave credit incident pushed the debt panic over AI capital expenditure to the extreme, dragging $null into the quagmire as well. But this morning before the market opened, the tone suddenly changed, semiconductor ETFs collectively turned green, SOXL jumped 7.77% pre-market, with memory and optical communications leading the gains, and Nvidia also steady around 217 pre-market. On the surface, the AI narrative seems to be back, but looking deeper at the source of funds, this looks more like short covering combined with a technical rebound after overselling, rather than a signal of a trend reversal.$BTC is moving sideways around 82,416.3, up only 0.48% in 24h, but with a 3.1% amplitude, having been swept on both the upper and lower ends. The retreat of rate hike bets should have eased risk assets, but gold prices didn't move, and $BTC only followed slightly. The data shows no capital chasing. Contract open interest is $7.75 billion, with the latest funding rate at 0.0100%, slightly higher than the previous two periods of 0.0058% and 0.0050%, indicating that long leverage is very moderate. Options are even more cautious, with a put/call ratio of 1.24, showing a clear higher demand for downside protection. Liquidations also favor longs, with $24.58 million long positions liquidated in 24 hours versus $15.96 million short positions, so those who chased the rally got hit first. My judgment is that this news provides weak short-term momentum for $BTC, and it will most likely continue to fluctuate between 80,622 and 83,157.9. Bullish reversal condition: break above 83,157.9 and put/call ratio returns below 1. Bearish reversal condition: break below 80,622 and funding rate turns negative. $SNDK has firmly held at 1350, just grab your tools and go for it.
Folks, I mentioned this morning that today's strategy for SanDisk is to watch the key level of 1350. If it breaks through and stabilizes, enter the market with a bullish outlook.
Plus, after a week of continuous decline last week, many chips were cleared out, lightening the load by more than half. Funds are continuously flowing in, and the volatility of the restart is already very obvious. There's absolutely no problem with entering bullishly. If you want to be cautious, you can wait for the US stock market to open before positioning, with a target of 1480-1500.
#芯片股八连跌后反弹，AI交易能否修复？ BTC: This round of rebound comes from a "deep correction" and "macro sentiment recovery." Last week, the US September CPI year-on-year was 3.7%, and PPI was 6.3%, both exceeding expectations. Coupled with the sell-off of AI concept stocks and Brent crude oil prices surging to 107–110 USD, the Nasdaq plunged, VIX briefly broke above 22, and BTC fell below 80,000 USD. On Monday this week, oil prices fell about 2%, US stock futures turned positive, risk appetite warmed, and BTC accordingly reclaimed 82,000 USD. However, the rebound quality is weak: spot ETFs saw net outflows for two consecutive weeks, with outflows of 228 million USD and 680 million USD; the cumulative gap between institutional buying volume and long-term holder selling volume this year is about 127,000 BTC. This indicates that the main driver of the rise is short covering rather than new buying. The 80,000–85,000 USD range consolidation pattern remains unbroken, with key resistance above at 85,000 USD.
ETH: The trend is weaker, with weekly declines significantly greater than BTC, and the ETH/BTC ratio continues to fall. Last week, ETH spot ETFs had net outflows of 320 million USD, with only one day of net inflow throughout the week, showing more decisive institutional withdrawal. The acceleration of RWA and stablecoin settlement pilots is a medium- to long-term positive for ETH, but it is difficult to offset short-term capital outflows.
If BTC holds 80,000 USD, the consolidation is relatively strong; if it breaks down, downside space will open; ETH first looks to 2,330 USD support, with rebound elasticity weaker than BTC.$SNDK Here is a particularly critical data point: although only 30% of the shorts are in profit, the overall position still nets a profit of over 2.8 million U! This indicates that this rally has wiped out all the small retail traders who chased shorts halfway, while the real whales who built positions worth over 11 million U at the 1393 high haven’t left at all. Their capital size is still more than three times that of the bulls! Once the hesitant small retail traders are forced to cover and exit, the main players can immediately reverse and slam the price down. Take advantage of the current high position to decisively short in!#机构资金转弱，BTC与ETH谁先迎来回流？ $BTC Let the foreign market stew cool down before stirring it again
Last Friday, US tech stocks collectively softened: Nasdaq -2.15% closed at 26,140.03, S&P 500 -1.09%, Philadelphia Semiconductor -3.83% broke support, Dow Jones slightly down 0.34%. On the A-share side, there was some confidence; in the last 20 minutes of Friday's close, large-scale broad-based ETFs bought aggressively to support the market, and the State Council pushed the "AI+" initiative again. As for the Hong Kong market, last week southbound funds net sold 3.6 billion, without causing much stir.
From a macro perspective, the Federal Reserve is the bottom line: in September, it raised rates by 25 basis points to 3.75%-4.00%, and the probability of a rate hike in October dropped from a peak of 65% to around 40%. The suspense has not been resolved, and the market is tied to this rope, hesitant to move recklessly. The US Department of Commerce also imposed 40 technology export controls on AI, photovoltaics, and biomedicine, keeping the tech sector sentiment tense.
On the crypto side: $BTC closed at $82,723, +1.30% in 24 hours; $ETH closed at $2,428, +0.87%. Both are catching a breath amid a slow decline. The $BTC spot ETF just saw an inflow of 355 million but still can't push it up, stuck in the 80,000 range, indicating that what's lacking now is not money but directional confidence. Don't rush to call a bull market; treat this as a rebound first.Microsoft's earnings report hasn't been released yet, but the kitchen fire is already burning at the eyebrows—Azure's revenue grew about 41% year-over-year last quarter, making it the hottest pot on the stove, with flames rising higher than anyone else's.
As the chef in charge, I never just look at the menu when watching earnings; I watch the serving rhythm. At this 41% heat level, what investors want to see next quarter isn't "whether it's cooked," but "whether the fire will be even stronger." Cloud business is the main dish on this table, and Copilot is the spoonful of sauce on the side—the real skill lies in whether the sauce can cover the entire cost of the AI feast. AI investment is like continuously adding ingredients to the pot; before the flavor comes out, no one knows if this soup will turn out overly salty.
The market trend in US stocks will drift along the smoke to the Token table. Linked assets like $xIREN essentially follow the preparation rhythm of the US stock kitchen. Don't forget, the biggest risk in this linked dish is mistimed heat: if Azure accelerates and Copilot really brings in revenue on the US stock side, the main dish is stable, and the small-cap Tokens will be served accordingly; but if AI investment is just burning money nonstop without releasing aroma, these conceptual dishes will cool down faster than anyone else.
I have to make the rules in this frying pan clear to you. Mainstream coins are big steaks—steady heat, able to hold the plate; altcoins are the sprinkled Sichuan peppercorns and chili flakes on top—good for flavor, but add too much and the whole dish flips over; leveraged contracts are the super spicy chili jar—one slip and the burn goes from mouth to stomach, making you unable to get up the next day. The linkage between Bitcoin and Nasdaq lately looks more and more like a seesaw—fire stays on the stove, stove stays on the pot; whoever mixes flavors first burns first.
The highlight of this table is in the seasoning. Azure's growth needs to speed up another notch, and Copilot's monetization must genuinely add broth to the pot; only then can the AI line be considered truly reduced to essence, rather than just relying on high heat to burn fiercely until the pot bottom nearly burns through. Right now, the market is dumping chili into the pot waiting for aroma, not waiting for dessert—those bold can take a bite, the timid can only smell the smoke.
With the fire this high, if your knife skills aren't up to par, don't reach into the pot. #microsoftq1azureandai🌙 At night, three retreating coins, each for different reasons
$ZEC 1110.79, down 2.69 points, retreating on privacy sentiment 🔒 From 1144 down to 1110, speculative funds have left, but the usage of the shielded pool itself has not dropped. Zcash achieves anonymity through optional shielded transactions, taking a different path from Monero which is fully encrypted by default. The price has retreated to a level supported by protocol usage; this round of decline is about sentiment, not the protocol.
$ENA 0.18554, down 1.94 points, retreating on model reservation 🌬️ Ethena’s USDe synthetic dollar collateral yield, with a leading protocol scale, faces persistent market reservations about extreme depegging. The 0.185 decline follows the stablecoin concept retreat; the model is not rejected, only the valuation is suppressed, waiting for the stablecoin sector to provide direction.
$SNDK 1267.7, down 2.18 points, retreating on sector sentiment 💀 SanDisk makes NAND and enterprise SSDs, retreating continuously from 1364 to 1267. The fundamentals are intact, but the storage sector as a whole is weighed down by sentiment about Chinese production capacity. The market is first cutting the entire sector’s valuation; the decline is the sector beta, not the company itself.
This article is for market analysis only and does not constitute investment advice.
#美国CPI与PPI双超预期，年内能否再加息？ The monthly close is approaching, the midterm elections are also coming soon, the market is complicated. Currently, I have the following analysis on $BTC:
Two weeks ago, the funding rate was still negative, shorts were paying, which provided fuel for a short squeeze. Now it has turned positive, and those who can be squeezed are no longer the shorts.
①83850 is the 21-day moving average, 84145 is the October high, 87354 is the September high, and 88852 is the cost basis of the group from half a year ago; all four resistance levels are clustered within 8% above the current price, while the trading volume is still in the lowest decile in two years.
②79000 is the October low, also the only true level that has been swept in this round; below that is 78000 (the maximum pain point for options) and 77460 (the real market average).
So breaking above 84145 targets 89200, breaking below 79000 targets 73900.
September's volatility was 11400, October's is only 5100, compressed by 55% in one month, so a direction choice is imminent.
My view: If it rebounds to 83000–84500, it lacks momentum, and most likely will test 80000 again. If it breaks below 80000, bulls really need to be cautious. If it surges up, it will sweep the liquidity above the highs.
The above is just my market analysis and opinion, for reference only.
#BTC行情分析
#BTC冲高回落，期权到期放大关口博弈 Let's cool down a bit first: Strategy increasing its holdings doesn't mean the market should get excited. The news says Strategy increased its holdings by 267 $BTC last week, while also repurchasing about $193 million in STRC preferred shares. My bearish judgment is: this news might stimulate sentiment more than it actually signifies new buying power.
I'm mainly stuck on two points. First, 267 coins is just the amount increased this time; the material doesn't provide a continuous purchase plan, so we can't directly infer there will be a steady stream of buying afterward. Second, repurchasing preferred shares and buying coins are two separate things; about $193 million is not money flowing into BTC. Combining these two actions into a "major accumulation" story easily leads to misreading capital operations as positive for the coin price. For ordinary users chasing news, this distinction is more important than whether the headline sounds exciting.
Of course, the bulls might also be right: the increase at least shows that Strategy is still adding to its BTC holdings this time, and I don't deny this signal. If subsequent disclosures show continuous increases, clear sources of funds for coin purchases, and repurchases don't squeeze buying capacity, I will reduce the discount on this positive news rather than stubbornly argue bearish. Regarding this "increase plus repurchase" this time, are you bullish or bearish? Share your reasons: do you value the signal of continuous accumulation more, or the distinction in the use of funds?$APR 0.0254, 1 hour -16% 😵
At 17:07 I was still saying it touched 0.031 for the third time, but by 17:55 it surged to 0.0315 and was immediately pressed down, dropping to 0.0236 (-25%) in 35 minutes. That's 17% lower than the 0.0307 from my last post; this time I really took the wrong side 🙃
Long-short tug of war:
Longs: The previously estimated long liquidation zone of 0.0225–0.026 has mostly been swept, with a low of 0.0236 before bouncing back. The funding rate is close to 0, so shorts are not crowded.
Shorts: The long-short ratio in contracts is still around 1.8, retail traders are overwhelmingly long; about $130,000 more was transferred into exchanges than withdrawn on-chain in the past 24 hours; the top ten addresses hold 98% of the chips, with a market cap of only about $7 million, so a dump can happen anytime.
Estimated from the chart: Below, there is still a layer of long liquidations near 0.0225; above, short liquidations are concentrated around 0.033 (estimated zone, not a target).
Will you take 0.024? Yes / No, leave a comment with one word 👇
{future}(APRUSDT)#Institutional funds weaken, who will see capital inflow first, BTC or ETH? Recently, institutional funds have clearly cooled down, and both BTC and ETH face pressure from capital outflows. Next, whoever can attract funds back first is likely to determine the pace of the next rebound phase. According to the latest available data on US spot ETFs from October 12 to 16: $BTC: Weekly net outflow of about $228 million, institutional buying is temporarily weak. $ETH: Weekly net outflow of about $320 million, greater capital pressure, and continuous net outflows for several days. Between BTC and ETH, who has a better chance to see inflows first? First, BTC is more likely to stabilize first. Bitcoin's institutional ETF market is more mature, with larger capital scale and liquidity. When market risk appetite declines, if institutions reallocate crypto assets, BTC is often the preferred choice. But the premise is that ETF outflows narrow and spot buying truly recovers. Second, ETH's key lies in whether capital can stop flowing out. Ethereum currently faces more obvious pressure. If subsequent ETH ETFs end continuous net outflows first, combined with a rebound in spot demand, ETH may also see capital recovery and even temporarily outperform BTC. What should we focus on next? Continuous ETF flows: Single-day inflows do not count as a reversal; sustained net inflows over several days are more valuable for reference. Spot trading volume: Price increases without spot capital support may lack sustainability in the rebound. Relative strength of BTC and ETH: If BTC stabilizes first and ETH continues to weaken The lead surgeon on the operating table suddenly put down the instruments halfway through suturing and left, taking away two-thirds of the extracorporeal circulation blood bags — this was my first reaction when I saw the three co-founders of CoreWeave sell about $3.3 billion worth of stock after the IPO. $2.4 billion was cashed out this year, officially said to be pre-arranged and disclosed, but to me, this is like a small print in the pre-surgery consent form: the surgeon may leave at any time. They still hold about 20% of the shares, but this 20% is like a drainage tube left in the chest cavity after surgery—the volume remains, but the direction has changed.
The stock price dropped about 25% within a week; this is not a simple price fluctuation, it is an acute deterioration of vital signs. Long-term bond yields breaking through 15% is equivalent to blood pressure soaring to a dangerous level, and coronary perfusion pressure is no longer sufficient. The AI credit risk indicated by QCP, to me, is coronary spasm—the vessels still appear open but can close at any moment. Bank of America warned that overexpansion erodes returns; translated into surgical terms: the heart is hypertrophied, myocardial oxygen consumption has increased, but pumping efficiency is declining. Jensen Huang remains optimistic about long-term AI demand, which is a long-term cardiac function assessment; theoretically, the five-year survival rate is good, but no one dares to remove the monitor during the acute phase.
What really needs to be watched is whether the backlog of orders can turn into stable cash flow, which is equivalent to whether a new vascular network can grow after allogeneic transplantation. If the backlog orders are just scar tissue and do not participate in effective perfusion, then every financing round is like extracorporeal circulation; the longer it lasts, the more severe the systemic inflammatory response. Whether funding pressure will spread to other AI cloud companies is my biggest concern—rejection in a single patient is not necessarily an isolated event; the donor source and the entire surgical process must be investigated. The linkage with $xMSTR is more like compensatory hypertrophy of the contralateral ventricle; output can be maintained on the surface, but electrophysiology is already unstable.
My judgment is straightforward: the founders’ share reduction is an early repolarization abnormality, not necessarily a malignant arrhythmia, but combined with bond yields and stock price decline, this surgery has entered the window period requiring a transfer to open-chest surgery. Before backlog orders convert to cash flow, any optimistic statements about long-term demand are just placebos in pre-surgery talks. The numbers on the monitor do not lie, nor does the myocardial enzyme profile. #coreweave3.3bsharesales