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There are 18 days left before the fund tracking the MSCI index has to sell about 13 million shares of Strategy. According to Reuters, MSCI announced in the…ENV 大额转进交易所，空他！有个地址（0x3C71…）在北京时间2024年7月20日从Ethena相关地址收到大约1.4292亿枚$ENA 按当时币安现货当分钟收盘价0.488美元粗算，大约值6974万美元。在过去的2天内，这个地址分4笔把剩下的大约1.0195亿枚ENA转进了交易所…Three-day settlement position comparison: BTC and ETH are closer below, SOL is farther above #美伊和谈再现新动向，霍尔木兹封锁下原油供应回升 US media reveals Nvidia plans to remove Jensen Huang, stock price fell over 9% after hours 1.41 trillion valuation, Anthropic's…0.9357 long-short ratio, retail short sellers cluster while big players bet on long positions Signed once, $300,000 lost The official domain of the cross-chain bridge Across was hijacked in the early hours of November 11 Beijing time. The fake website…$CORE 3. Core drivers affecting the trend 1. Bottom-fishing capital game after overselling 2. OKX opens deposit and withdrawal, restoring capital inflow and…#英伟达冲击千亿美元季度营收纪录 Citigroup explicitly listed “CEO long-term sustainability risk” as one of the reasons when lowering the target price. Baird's downgrade…BTC is testing along the 200-day moving average; the most valuable asset in the market is patience #美股AI板块反复震荡，市场分歧持续 The leader has something to say I came across this about the US AI stocks. On November 11, the Nasdaq 100 closed up about 2.3%, at one…Ξ ETH: 2,000 is a psychological barrier and also the edge of a liquidity vacuum Price performance: Around 2,056 (+0.14%), briefly dipped below 2,050 during…The one that dropped 20% in a day, I'm still short on it, and I'm still long on that 200-day moving average.Distinguish clearly between two types of funds: ETF funds are long-term allocation funds, with very slow inflow and outflow rhythms; On-chain contracts and…Brothers, recently there has been another change with CORE that many people might not have noticed. The project is pushing to assign block production…#Pertumbuhan pesat bisnis cloud NebiusAI menghadapi ujian laporan keuangan Why No? Threshold GAAP > -$0.61 GAAP consensus -$0.69 to -$0.72 Q2 beat GAAP only…$INIT This time, Lao Zhuang's pump is not without reason. The fee changed from being charged every hour to every four hours. Now you can go in to do short…After reading, I noted three things. As someone who loves checklists, when encountering lively data, I prefer to first break down the scope. 1. Nvidia has…Why No? GAAP Threshold > -$0.61 GAAP Consensus -$0.69 to -$0.72 Q2 beat GAAP only +$0.04 — if Q3 beats the same, the result is -$0.65 to -$0.68, that's a No…Interest rate hike expectations rise, mainstream coins slightly consolidate under pressure When BTC suddenly crashes, should you cut losses, wait, or wait for a rebound? In BTC trading, sudden crashes are often the moments when people lose their…#美联储12月加息预期升温，紧缩周期或延续至2027年 $BTC dominance nears 61%, altcoins under pressure As Bitcoin declines, altcoins fall even more, with Bitcoin dominance rising to…The biggest impression the oil market has given me these days is that "whether there will be another short-term strike" and "whether economic restrictions…$BTC is consolidating around 73700, it softened after touching 74635 this morning, dropping more than 8 points over the week. Stablecoins shrank by 14.2…#NebiusAI云业务高速增长迎来财报检验 The biggest focus after the earnings report (What exactly is being tested by the earnings report?) Tonight's (November 12 pre-market)…$CP Analysis of Cluster Protocol (CP) is as follows: 1. Team Background: The team has certain resources in the crypto industry but leans more towards business…During this period, the stock prices of mining companies in the US stock market related to $BTC (such as IREN, CORZ, WULF) have been unusually resilient. The…A few words about last night's US stock market after-hours semiconductor situation... The trigger is very clear: The Wall Street Journal reported that Nvidia…Is Nvidia's Q3 earnings report next week a big savior?BTC, ETH, and SOL three short positions are simultaneously floating in profit, how to assess the position risk?$BTC is hovering around 74,000, looking stable without crashing, but the 30-day stablecoin supply shrank by 14.2 billion, the sharpest drop since 2022, and…Bitcoin is repeating the same four-year cycle for the fourth time. Almost no one realizes what might happen in 2027. 2014 bear → 2015 recovery → 2016 first…#Cerebras晶圆级AI芯片商业化步伐受关注 SanDisk first surged then plunged last night, a typical game of “good news ignites buying, selling to unload.” 📈 The confidence…15,490,200 bi-directional liquidations, three-coin leverage liquidation records $UP The core analysis of Unitas (UP) is as follows: 1. Team Background The project has a combined background in traditional finance and blockchain. The core…$BTC is stuck around 74,000, it doesn't follow the US stock rebound, the 10-year US Treasury yield has returned to 5%, and the short-term holding cost line at…Especially for those who leveraged to catch the bottom, once the price continues to fall, stop-losses and forced liquidations are triggered, which creates new…The 180-day moving average is not support; it is a calculated line. $BTC recently dropped near the 180-day moving average, and many people started asking if…November 12th, Brother Da's Market Watch ₿ BTC: The price where shorts admit defeat, not where longs enter Price performance: Early session around 74,013 (+0…SoftBank adds $30 billion investment in OpenAI, how will the third round switch to bond financing?To pour some cold water first, I don't take large long positions as evidence of a bullish outlook. On-chain monitoring shows that the wallet Core Trader 02 is…Bitcoin is fluctuating between $73,000 and $74,000, with a total market capitalization around $2.45 trillion, showing overall weakness. The US spot Bitcoin…BTC has been falling for so long that even those trying to bottom buy are starting to hesitate. To be honest, the recent market has been a bit exhausting.…The next bill from the AI boom might not be on GPUs! On November 10, Infineon released its fiscal year 2026 results: full-year revenue of €16.353 billion, a…$BTC is hovering around 74,000, not following the US stock rebound, and the 10-year US Treasury yield has returned to 5%. The short-term holding cost line is…Bitcoin may fall below $80,000 by the end of 2026, rather than reaching $100,000 The figure of 20x reminds me of how I used to treat margin as the entire risk. I also used to think that putting in less money was safer, but after suffering…Last night, the US stock market's storage sector collectively rebounded, with $SNDK breaking through $1000 intraday, reaching a high near 1012. Micron,…Previously, it was said that the December rate hike landing = the last of the bad news is out, and after enduring December 9, it will be dawn. But now the…83% of participating wallets hold long positions. I want to remind myself here: I don't touch high leverage; excitement is excitement. This time, the NVIDIA…In just 10 days, Brother 800 lost 4 million! 😭😭😭 Brother Maji has fully exited, leaving Brother 800 as the only steadfast bull in the market! Currently $SNDK…