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矿工集体转行搞 AI，比特币算力反而冲上 1 ZH/s、创七个月新高——这剧情谁也没想到。据 BlocksBridge《Miner Weekly》，比特币 7 日平均算力回升到 1 ZH/s（1000 EH/s）上方，为 3 月 3 日以来最高。诡异的是，这发生在上市矿企集体"转行"之际：大厂机房腾出来做 AI…It is highly unlikely to rise; today is more likely to be a weak consolidation unless there is a sudden positive news. Why is it bearish? - The Middle East…$ETH By the way, let's talk about ETH This round of BTC's decline mainly followed the synchronized sell-off in the US stock market. Comparing the volatility…Putting SpaceX and Tesla into the same company could make the story richer, but it might also make it harder for shareholders to diversify risk. This point is…After a large-scale liquidation of $BTC longs, some short-term selling pressure has been released. If BTC can stabilize at 80000, it could be an opportunity…$BTC I opened a long position at 81000 based on my own trading system judgment, which could be right or wrong. The most fascinating yet cruel aspect of the…SpaceX's ultimate goal may not be 100GW of computing power, but an annual addition of 100GW! Is Wall Street underestimating Musk's ambition? A long-term…First, a fact: Starting in November, over 6 million US Webull customers will see $BTC perpetual contracts in their US stock app. The contracts are listed on…$BTC's total network hashrate has rebounded to a seven-month high. The price hasn't risen much, but mining investment is increasing, which is the most…#Meta Q3 Revenue Exceeds Expectations, Massive AI Investment Sparks Concerns U.S. Stock Market Analysis: AI Financing Worries Heavily Hit Tech Stocks,…来看BTC永续巨鲸持仓数据，当前币价82036，资金费率微负。巨鲸总持仓33.5亿USDT，一共714头巨鲸，名义多空比仅48.67%，空头占优。多头巨鲸298个，平均开仓价85807，现在全部浮亏，未实现亏损超5053万USDT，盈利占比仅29.53%；空头巨鲸416个，平均开仓价76499，同样处于浮亏…This afternoon I was watching the long-short ratio while eating, and this table at noon really amused me. The Federal Reserve has entered a quiet period, with…#October FOMC is approaching, what are the remaining uncertainties about the Fed pausing rate hikes? Folks, the October FOMC is just around the corner, and…Meta's earnings exceeded expectations, but the stock price was cut by -7%: this is the third time this year. Here's what I saw: Q3 revenue was $64.6 billion,…SanDisk's Pullback to Pick Up Buyers: The Entry Ticket for Genius Traders and the Turbulent Puzzle of Memory Chips "Pullback to pick up buyers"—this slang…Bitcoin's "Solo Act": The Market Divergence Logic Behind Dominance The current crypto market presents an intriguing "divergence" pattern: although Bitcoin's…Total liquidations across the network reached 431 million! SOL is purely being dragged down, HYPE is the real problem In the past 24 hours, total liquidations…KLA dropped nearly 10% in one day on Thursday, losing half its value in just over three months. A company with almost no competition for its business has…Google > 3.10 —— 15% This time is exactly the opposite of Q1 and Q2: Q1 GAAP was 5.11, Q2 was 9.11, all relying on equity revaluation (Q2 single quarter…⚡️ $ETH Fine-tuning the short positions at high levels, it's still better to be conservative with shorting Ethereum at high levels. Just like before, Bitcoin…On October 23, spot gold fell below $4000/oz during the session, potentially marking the largest weekly drop in over four months, with silver's decline even…ETH spot fund signals must be taken seriously! The decline is only 14%, but the sell-off far exceeds the total accumulation of the past two months. ETH's…Revenue hit a record but missed expectations, dropping overnight to about 79. My advice for $DECK at this position is not to rush. Fiscal Q2 revenue was 1.481…I treat this piece of information as a data review: the input is a net outflow of $635.54 million from Bitcoin spot ETFs yesterday. BlackRock IBIT outflowed…$BTC The Federal Reserve meeting is next week, and many people are still waiting for a "rate cut benefit." But the market is betting on something else: 📌 On…10.23 Gold Day Session Strategy Sharing: Yesterday I emphasized that if the gold price breaks below 4100, it will continue to decline, for three reasons. 1.…#法国国债收益率创24年新高，债市风险会否外溢？帮主有话说 Solana 10月21日完成了Alpenglow第一阶段主网升级。目标是把交易最终确认时间从12.8秒缩短到150毫秒，同时降低验证者运营成本。这对DeFi、稳定币支付和高频交易是底层性能的硬核提升。我认为这是重大的技术升级，但别指望短线直接起飞…$AKE 车上的多军现在笑得有多开心，等会儿狗庄砸起盘来就会哭得有多惨！现在多军盈利比例高达92.8%好像人人都在吃肉，可整个池子加起来才勉强抠出20万U出头的蚊子肉，0.0303的平均成本就贴在现价脚后跟上！这种人人有份、但人人只赚了一点皮毛的薄利多单最经不起折腾，狗庄稍微往下踹一脚…#存储芯片股再度下跌，AI投资回报担忧加剧美股消息面解读：AI信仰一夜崩塌？苹果逆势新高，Meta现金流转负引发抛售潮美股周四遭遇大规模科技股抛售，纳指重挫2.6%险守26000点，创六月以来最大单日跌幅；标普500跌1.2%。资金明显从AI成长股向防御板块切换。 Meta收跌6.98%…Avoid touching old $BAT coins as much as possible; once the project teams with fully unlocked tokens sell them all, there will be no more price pumps…4. $159 million worth of $BTC exchanged for 63,700 ETH! Are whales no longer playing with Bitcoin? A large-scale position swap has once again drawn the market…All the different dog squads, come quickly, if no rescue comes, it's going to crash hard Last night’s US stock market close: Dow Jones was up, Nasdaq fell 2…Today, while reviewing futures data, I saw a rather strange scene. $DOGE's 24-hour price dropped nearly 3%, and the RSI plunged directly to 28, deep into the…特朗普这次翻出冷战时期的《国防生产法》，把石油勘探、炼油、管道、储运和码头都划进国防关键资源，等于用行政手段给能源供给端开绿灯。但问题在于，这东西不是特效药。审批能加速，钻井、炼厂扩容、设备到位都得耗时间，属于慢变量，短期缓解不了眼前的供给紧张。这轮油价往上冲，更多是地缘情绪在推，和真实供需基本面其实是背离的—…October 23 Bitcoin, Ethereum, US stocks, market analysis... Is it a good day to buy the dip?$TSLA Profit under pressure, cash flow turning positive, which side of the financial report should we focus on? In the Q3 report released on October 21, Tesla…BTC is building a sell wall at 81,400, ETH is dancing on the short sellers' grave — at 12:30, who's putting on a show? The long position meat grinder is…Amazon > 2.00 55% Q3 also does not include Anthropic revaluation (the $53.4 billion gain from Q2 has already been recorded), so GAAP ≈ adjusted EPS, basically…$ETH Ethereum is weakly oscillating around $2,370, with short-term technical signals leaning bearish, but some price-direction-inconsistent events are…Microsoft > 4.82 68% In the past four quarters, GAAP has consistently exceeded expectations (+2%~+33%), with Azure guidance at 45% constant currency. Morgan…#MetaAISpendingConcerns Meta's Q3 revenue rose 26% YoY to $64.601B, but Al spending raised concerns over returns. Latest filings show future lease and…SanDisk > 47.15 80% 指引 44–46 美元，但用公司自己的收入/GM/费用中值反推约 46.4，指引本身偏保守；过去四个季度 EPS 超指引中值 +25%/+80%/+94%/+53%，最小一次也有 +24.6%。另外指引按 155M 股算，而 Q1 还有 155 亿美元回购授权没用完——每减少…有个百思不得其解的地方，我想单独拎出来讲。这三天美国现货比特币 ETF 大概进了 10.7 亿美元，十月也从净流出翻成净流入了。可 BTC 没往上走，反而从接近 85,000 掉回 81,100 附近。钱在进，价格在跌。这种错位我一般不当噪音。我更在意它现在踩在哪。Glassnode 把美国现货 ETF…$BTC 跌破81000，1200亿美元蒸发，群里一片哀嚎。但我看到一个数据，觉得挺值得聊的： ETF连续三天净流入，合计10.8亿美元，黑岩IBIT单日就进了2.35亿。机构在买，价格在跌。这说明什么？抛压大概率来自杠杆清算和散户恐慌，而不是基本面出了什么问题。如果真是宏观崩了，ETF资金应该跟着跑才对…摩根大通给BTC标了个"官方价签"：年化10% 摩根大通第31期长期资本市场假设，头一回把比特币写了进去：基准情形年化收益10%，熊市-9.7%、牛市+17%，波动率按55%算。但别急着喊机构进场：它没把BTC放进任何一个模型组合，定位写的是"投机资产、货币宽松对冲"。这份文件的意义不在数字，在姿态：全球最大的银行…Meta’s 26% year-over-year Q3 revenue growth to $64.601 billion has yet to ease investor concerns. With AI infrastructure commitments approaching $825 billion,…Bitcoin, Ether and Dogecoin fall as capital splits three ways $IRYS has only 20% circulation, shorting it is very risky. Many of the previously released meme coins had low market cap and low circulation. As long as the…October has once again become a bleeding month for Dogecoin. In October 2025, DOGE fell from $0.27 to $0.11; this October, the price dropped from $0.105 to $0…两家"比特币公司"，走出了两种活法同一周，两种打法摆在一起特别有意思。Strive继续All in：一口气增持4045枚，总持仓36818枚，冲到上市公司第四位。行业老大哥Strategy最近一周只买了267枚、2210万美元，却回购了自家优先股STRC共1.931亿美元——整个四季度回购4.59亿…