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#Amazon AWS Growth Accelerates, Can Q3 Sustain It? Amazon CEO Andy Jassy stated that due to the continuously growing demand for AI infrastructure, Amazon Web…📉 Gold and $BTC are falling hand in hand, honestly, in all my years of watching the market, I’ve rarely seen this scene. An oil tanker had an incident in the…#MiddleEastOilSupplyRisk Rising oil can reignite inflation, push Treasury yields higher, and tighten financial conditions—creating headwinds for risk assets.…$ONDO Tokenized financial assets are an important real-world asset narrative, but the quality of adoption matters more than the headline market size. Ondo’s…#10月FOMC临近，美联储暂停加息还有哪些变数？ The market currently widely expects the Federal Reserve to pause rate hikes in October, but a pause does not mean a shift to easing…Don't get itchy this weekend. $BTC at 80,000 — if it holds, it's a shakeout; if it doesn't, it's the fuse. Just finished watching the market, let me share…Latest news, a few key messages to clear things up for you. Crypto fund flows #Robinhood交易业务增长能否延续？ The day before yesterday, I went all in on Tesla and opened a 50x long on NVDA hoping for a quick profit, but unexpectedly it went to…Has $SNDK been shorted all the way down to 1300? Recently, SanDisk's trend is the weakest among the storage trio, while Hynix and Micron are still quite…Title: People who unplug at 30% battery always think they can still use it for five more minutes. Which coin’s “30%” is the most deceptive? Watching the…#Spot gold breaks below the $4000 mark "Spot gold falls below four thousand, institutions cut positions to raise cash" Spot gold plunged below the $4000 mark…📊BTC Seller Exhaustion: Is the Second Bottom Signal Near?BTC at $80,700, do you still dare to buy the dip? ETF institutions have a cost basis of 84k and are all trapped, the Federal Reserve plans to raise rates…This morning someone still said this was "position diversification," but the afternoon data overturned that: OKX has 26 liquidity trading pairs, only 3 are…数据是真的，MRNA 周四还是盘中砸掉 26.5%。我第一反应是错杀。先把数摆出来。周四，莫德纳和默沙东的个性化癌症疫苗，三期完整数据在 ESMO 发布前两天被提前泄露。盘中最低 180.80，收 202.63，一天 -17.6%，成交五千万股，两倍半。数不差：1137 例肿瘤切干净的黑色素瘤患者，联合 K…The entire market is moving sideways, but the three platform tokens have quietly outperformed BTC; this is what defensive assets look like. The old script for…$ETH structure is bearish, with 1-hour and 4-hour charts synchronously trending downward. In the past hour, selling pressure clearly dominates, with active…#SK海力士Q3财报在即，HBM4能否提振盈利？其实海力士当期的数字不用太担心，英伟达那边12层HBM3E吃得满满当当，利润基本盘稳得很。真正决定盘面能不能继续往上冲的，还是看管理层对HBM4的口风。毕竟到了HBM4时代，底层直接拉台积电做定制，做成了就是护城河加宽、定价权更强…IRYS 摸高 0.32 又摔回 0.08，短挤行情我先不追。看见了：OKX 现货约 0.080，24 小时从 0.028 附近上来约 182%，但相对高点 0.32 已回撤约 75%。北京时间 10/24 0 点那根 4 小时 K，最高 0.32、收 0.111，典型插针后回落。 CryptoVank 援引…小米股价近期走的是“急跌→反弹→再回落”的震荡局，年初至今跌约三成，TTM市盈率压到18倍。核心矛盾不是有没有长期价值，而是手机利润底何时确认、汽车产能能否提速。手机端被存储成本狠狠挤压：Q2智能手机毛利率仅8.5%，机构普遍预期Q3利润见底、Q4才反弹。汽车端9月交付首破4万辆，但工厂满产约3.4万台/月…A strange phenomenon: this time, the liquidity drain triggered by the stock market decline seems to have hit gold the hardest, while Bitcoin barely dropped.…美国国债就这情况，平时，美国债危机叙事横行，但真的到危机的时候，对比一下其他国家，对比其他资产，发现安全的还是美国国债。这一轮美国债收益率下降，就很说明问题。AI要出问题，买美债。欧洲要出问题，买美债。其实，都是同行衬托的结果。不然，不买美债难道买欧债？日债？甚至退而求其次，俄罗斯巴西印度？能看吗？甚至黄金…SanDisk’s $10.3B-$10.8B quarterly revenue guide makes the Oct. 29 report a useful read on whether AI data-center demand is broadening into storage spending.…在期货市场里，一张大空单浮盈很高，通常说明行情已经顺着交易者的判断走了一段，但这并不等于后面还会继续下跌。老手看这种消息，先看持仓和资金成本，再看价格有没有出现新的供需变化，单盯着别人赚了多少，容易把结果当成原因。这次据 Lookonchain 监测，$HYPE 较此前高点下跌约22%…BTC bleeds under the leverage downturn, ETH spot takes over and gets the entry ticket $ZEC ZEC的NU7升级挂在11月5日前后，区块高度3543405，这串数字我在日历上标了好几天。按老剧本升级前该抢跑，结果它一路阴跌。实测：OKX现价1165，24小时高1258、低1158；币安口径1164，跌4.5%。从1258到现在，七个点没了。永续持仓24小时掉了12%出头（coinotag口径）…行情尾声的识别思路。 $BTC 高位震荡，$ETH 涨不动，$SHIB 还在反复脉冲。主线标的乏力，meme轮番炸一下，流动性慢慢收窄，要控仓。💰 2万U亏到5000U，他要靠IRYS翻30倍：真相是这币离今天最高点-74.63% 星球热帖25970浏览：作者从高点血亏两万多U，账户剩6300多，最后拿5000U宣布“重新开始，目标十五万U”。同一个币，另一条17365浏览的帖子只有一句：今晚一共爆了7次。盘面：IRYS现价0.08118，24h从0…【手握29.6亿美元$HYPE ，PURR掏1亿美元回购股票，快涨吧！】 PURR这次直接把股票回购额度从3000万美元拉到1亿美元，剩余约7200万美元，期限延长至2027年10月。它手里还有3880万枚HYPE，按披露估值约29.6亿美元。 PURR回购的是自家股票，不是HYPE代币…$XAU 特朗普再提对伊朗动武！但真正影响BTC的可能不是战争，而是通胀。 10月23日，路透社报道，特朗普表示美国可能再次对伊朗采取军事行动。市场核心矛盾：中期选举临近，特朗普需要低油价，但军事升级可能推高能源成本。 ① 原油：供应风险溢价上升$BZ 重点关注霍尔木兹海峡。一旦航运受阻…Calculating, BTC single-day inflow to exchanges is about $2.6 billion, the largest scale since April. This figure alone is enough to indicate that the chips…$BTC About $2.6 billion worth of BTC flowed into exchanges within a day, the largest amount since April. Some in the group are already calling it a sign of a…Brothers, Goldman Sachs just dropped a harsh piece of news: last week institutions set a historic record with massive sell-offs of tech stocks. Not long ago,…#SK Hynix Q3 Earnings Report Approaching, Can HBM4 Boost Profitability? The sharp profit increase in Q3 mainly relies on long-term contracts for HBM3E and…🏖️ This afternoon, three things that are currently lukewarm $ASTER 0.709, the biggest problem with contract DEX now 🚀 Technically, perpetual contracts can be…#October FOMC Approaches, What Are the Remaining Variables for the Fed's Pause on Rate Hikes? $BTC $ETH $IRYS had a pretty surreal night. Before midnight, it was stuck at 0.06, then a few hours later someone saw it hit 0.5, and when you opened your eyes again it…#SK Hynix Q3 earnings report is coming, can HBM4 boost profitability? In the short term, Q3 HBM4 contribution is limited, customer certification and chip…HSBC has issued its own coin, and it's a Hong Kong dollar stablecoin 👀 On October 23, HSBC's HSBC RedCoin (code RCHKD) launched on PayMe. HSBC's first…Don't misinterpret the rebound in the privacy sector as a continuation; derivatives heat up first, spot may not necessarily follow.Same falling tone, diverging mindsets In the past 24 hours, the market has fallen together, but sentiment has taken two different paths. BTC bullish sentiment…The fundamentals of the storage industry remain strong in 2026. Demand for HBM, enterprise-grade SSDs, and high-capacity HDDs continues to be driven by AI…The current macro environment of the US stock market is indeed under the dual pressure cycle of high costs and high interest rates. Trump's repeated…SpaceX's performance is very good, but the stock price may not solely revolve around profits and merger rumors. When early shareholders can sell also depends…Chip stocks have recently started to "fluctuate repeatedly" again, especially in the memory sector. On one hand, AI demand has nearly sold out HBM, DRAM, and…【$6 Billion Stockpiling 73 Oil Tankers, South Korean Shipowner Hits the Jackpot in Hormuz】 Sinokor Shipping Group, behind South Korea's Sungaya Shipping,…$SMCI Personally, I think the expected bullish trend has ended, and the current decline is just beginning. This price is not enough to support its slowing…October pause: Smoke is not fireworks (￣▽￣)~* The market is hyping a 92.8% chance of a pause, but PMI sales price growth is the fastest since August 2022, and…At the beginning of this year, 1 US dollar could be exchanged for about 6.99 RMB, but now it can only be exchanged for around 6.68 RMB. This means that if you…$SPCX Negative news: SpaceX AI financing hits a roadblock, AI infrastructure frenzy faces harsh reality My first reaction upon seeing this news is that the…