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股票财报季 #美股财报营收涨了 55%，每股盈利 4.64 美元（市场预期 4.09），下季指引也高于预期。这种成绩单，股价你猜怎么走？答案是跌。$WDC 昨天常规盘先掉 6.4%，财报出来后盘后又掉了五六个点。我看有两个原因：一是同一天 AI 概念股本来就在被抛；二是管理层提到成本在涨、资本开支也会偏高…KR South Korean stock market "has crashed badly," is tonight's US stock market a bottom-fishing opportunity or a plunge?#SK Hynix Q3 earnings report is imminent, can HBM4 boost profitability? Probably not, mass production is still a long way off $UNITREE still has to be you, Xing Ge. **Unitree exploded: $93.14, 24h +21.5%, physically breaking through the 30-day channel (high 95.17)** The news catalyst…This wave of liquidation data is quite typical, with the longs being heavily cleaned out in a one-sided manner. BTC long positions are at 130 million, ETH…[Korean Stocks Dropped to 4.2x, Is It Cheap Enough to Bottom-Fish?] The Korean stock market has truly fallen to historically low valuations this time. The…The Wealth Transfer Chain Behind Core DAO's “Soft Exit” The so-called gradual decentralization and withdrawal from official validator nodes is essentially a…$WLD 50x空，开0.5626现0.5382，+217.73%（跌约4.34%）。雪球滚得顺，坡上卖盘一层层托着走，回踩不破才拿得住。但现在雪球太厚了——跌了4.34%后低位乖离拉大，获利盘像松雪随时塌，反弹就是平地，雪球散得比滚起来还快。 50倍反向仅约2.17%（~0.012）浮盈砍大半，容错极薄…$CL Crude oil remains high and continues to climb. The period from 2012 to 2014 also saw sustained high oil prices. Whether this will repeat now depends on…24H爆仓4.75亿，多单占4.35亿，单边屠杀。BTC从84000砸到81300，ETH直接丢2400，追多连止损都来不及。看点不在爆仓，在分歧。 ETF在跑，巨鲸在拿。当天BTC现货ETF净流出6.35亿，贝莱德一家跑2.54亿，前几天流入一天吐完。机构因宏观减敞口…Conclusion first: OKX will officially announce xMARA today at 17:00, with spot trading starting on 10-26 at 15:00. This is not another X-Perp perpetual…别只盯美联储！政策转暖+美股砸盘，BTC、ETH在两条线之间拉扯政策端：长期锚在变稳。10月初CFTC与SEC口径趋同，原则上认定比特币、以太坊、XRP不属于证券。CFTC同步推进加密市场结构规则制定，重点覆盖保证金、杠杆类零售交易。这意味着BTC/ETH的监管证券化折价在逐步收窄，是中期不可忽视的底层支撑。…Good evening, friends. Although I no longer analyze short-term trends, I will continue to follow up on my holdings. Last night, I made a large position in…The market is like saying it will turn from cloudy to clear, but you didn't bring an umbrella and ended up drenched. At $BTC 84500, the 50-day moving average…Bitcoin ETF Inflows Fail to Break Range as 100x Leverage Bleeds $SOL 群里又在喊摩根大通利好，我先泼瓢冷水。事情是JPM把两只代币化货币市场基金搬到了Solana上。听起来是机构进场的大事，但这类搬基金的动作，多数时候是给自己客户找个新管道，跟场内买单不是一回事。盘面也懒得配合：SOL现价103.9，24小时在103到105之间磨，涨幅基本为零。永续费率0.004%…【IRYS单日暴涨109%，翻倍行情还能追吗？】 $IRYS 这波儿已经进入情绪加速阶段。按当前报价0.04082美元计算，24小时涨幅超过109%，意味着短短一天价格接近翻倍。此前10月21日至22日，IRYS成交额就已从百万美元级别飙升至上亿美元级别，放量突破相当明显。…#Can Robinhood's trading business growth continue? "Robinhood Prediction Contracts Soar Tenfold" Robinhood's quarterly trading revenue surged to $776 million.…First consider the worst-case scenario: partial liquidation does not equal risk clearance; if the remaining short position continues to face price increases,…ETF 昨天一天跑了 6.36 亿美元——前三天 10.8 亿流入全白干。看见了：周四美国现货 BTC ETF 流出 6.356 亿美元，6 月以来最大：IBIT -2.54 亿、FBTC -2.175 亿、ARKB -1.094 亿。 10 月累计转负 1.75 亿，ETH ETF 同天流出 1.11 亿…$AVAX 接近9附近，公链折价为什么还可能扩大？今天早间现货快照中，AVAX的24小时涨跌幅-6.10%，区间9.053—9.708 USDT。回撤超过BTC，且价格接近区间低位。公链估值不只依赖技术能力，还要看应用是否留住资金、用户是否愿意持续付费。低价不能替代需求证据。若有效使用与资金留存改善…今天这篇，不堆数据，说人话。盯完$ETH这一周的盘，说实话，有点憋屈。不是跌了多少的问题。是那种“利好全在桌上，价格就是不认”的憋屈。ETF终于转正了，大户在换仓，质押量在涨——然后ETH还在2430附近磨蹭，像极了你加班到凌晨三点改完方案，老板看了一眼说“再想想”。消息面：先把伤口和止血贴分清楚…Robinhood's prediction market growth—I want to first exclude the hype brought by events and elections, then judge how much can be retained. When the company…I don't understand why $ETH can't hold 2400 now, yet you still want to buy the dip. Clearly, you could wait longer; 2300 will definitely break below. Right…Core Conclusion: Five large-scale unlocks will bring strong pulse-like selling pressure expectations, but a pulse drop is not a foregone conclusion, just a…$BTC 很少在十月以负收益收尾。还有一周时间将价格再推高一点，以保持这一连胜纪录。现货黄金失守4,000美元，报3,994.11美元一盎司，跌0.75%。另一头油在冲。布伦特站上114美元，美油站上100美元，都涨超1%。利雅得凌晨多次传出爆炸声，美以被曝已经制定中期选举后袭伊的计划。油在交易战争，金在被卖掉换现金。两个方向，同一件事。先看今晚，油守不守得住114，金收不收得回4,000。#Can Robinhood's trading business growth continue? Robinhood is about to release its Q3 earnings report. Looking at the forecast in the image, 73% of people…Google's performance trump card is actually Anthropic?! These three statistics are based on GAAP EPS, only SanDisk is non-GAAP EPS, and mainstream analysts…Net: accumulation and staking look constructive medium-term, but the combination of heavy monthly ETF redemptions, delayed scaling upgrades, thin L1 economics…But every delay extends the window where L1 fee revenue stays depressed (~$41M recently) while L2s capture activity with near-zero settlement costs, and…Last night's drop was actually the last thing the crypto circle knew about. Oil prices rose 4% in one day, the Nasdaq dropped more than 2.6%, risk assets were…Solid mid-term read. The $14.96M ETH ETF inflow on 10/21 (led by Grayscale Mini) did snap the 5-day outflow streak, but context matters: October still sits at…Spot gold fell below $4000, Bitcoin dropped from 84,000 to 81,000, with about $290 million liquidated across the network in 24 hours, nearly 90% of which were…Even Tesla’s “good print + lower near-term spend” got punished because the 2027-28 Optimus spend still looms. Risk appetite is clearly rolling over (bonds bid…This is the classic late-cycle AI question finally hitting the tape: how much CapEx can you fund with debt + dilution before the market stops, giving you the…$IRYS IRYS has recently surged over 80%, driven not by a single major positive factor but by a combination of "small market cap with low circulating supply +…Evening Review Today's Positions: Long $BICO, Long $HYPE Market & Smart Money Data HYPEUSDT Current price 78.05, slight pullback -0.72%. Smart money has a…Damn, big bro Maji cut losses again. Sold two mutant apes at a bargain price of 1 ETH each, originally bought for 6.13 and 7.5 ETH respectively, taking a huge…#Meta Q3 Revenue Exceeds Expectations, Massive AI Investment Raises Concerns Meta's latest disclosure is for fiscal year 2026 Q3 (ending 2026-09-30, released…According to Bloomberg, Gemini founders the Winklevoss brothers and DCG founder Barry Silbert are competing in the Zcash ecosystem, with their respective…#SK Hynix Q3 Earnings Report Approaching, Can HBM4 Boost Profitability? Slightly Exceeding Expectations is Possible; Greatly Exceeding Expectations is Very…$STRK Unless the team reverses the damage caused by the malicious and extreme net spot outflow sell-off on the unlocking day, the bottom may still not be…Understand $DOS at a glance, why was there a sudden dip early on? The chip structure tells you! Could it be the next explosive $IRIS? Total supply 1 billion,…$ETH $BTC $SOL BTC is currently consolidating around 81592, ETH has pulled back to 2402, and $SOL is relatively resilient, holding near 104 with a slight…$ENA When the yield narrative encounters a pullback, which risk chain should be checked first? In this morning's spot snapshot, ENA's 24-hour price change was…Having a plan to get a license does not mean the license is already in hand The founder of Lighter said at the Q3 investor call on October 21 that in November…Unitree Technology is so unpopular that not even dogs want to buy it! Yet, this "not even dogs want to buy" stock surged over 22% today, brutally pushing my…Stop treating $MSTR, $COIN, and $CRCL as a basket of crypto stocks! This morning before the market opened, they all seemed to be recovering: MSTR bounced back…This market situation is like the weather forecast saying "cloudy turning to clear," you believed it, didn't bring an umbrella, and then got soaked through.…