Orbit Post Sitemap

2/4｜Summary sees promise in AI applications but worries about hardware clustering. More importantly: who ultimately pays for the value? Healthy AI should not…Exchanges should design a zero-trust security system based on the underlying logic of "assuming a breach has already occurred" Regarding the recent security…$ETH $BTC are testing back and forth above the 80,000 mark. Now, the core of the mainstream coin game is no longer faith, but the buying support strength. BTC…Reading this整理 of Sun Yuchen's interview, the most worth questioning about BTC quantum risk is not "when it will be cracked," but migration and consensus. A…To pour some cold water first, banks opening up crypto trading does not mean bank customers will immediately flood in. DSGV announced that starting Monday,…I believe Netflix's GAAP EPS for Q3 will not exceed $0.84 Conclusion: Leaning towards No. The core reason is that $0.84 is higher than Netflix's own Q3 EPS…Banks lock down AI to manage your money, while JPMorgan Chase puts its dollar deposit token JPM Coin on Ethereum: 24/7 instant settlement, for institutional…Macro Background: The "See-Saw" Between Oil Prices and U.S. Treasuries Determines the Height of the Rebound The decline in oil prices is the direct catalyst…$BTC is tugging around 81,000, you’re watching the candlesticks, I’m focused on something more painful: IBIT is bleeding again. On October 16, the spot…If from 2015 to 2025, you buy the previous year's top-performing stock in the US S&P 500 every year and hold it for one year, then sell it at the end of the…#机构资金转弱，BTC与ETH谁先迎来回流？ The boss has something to say Today’s live trading nailed all three orders. The short at 82,800 hit the 80,200 level, the second short…$ZEC has support at the daily level; if the pullback doesn't go below 1000, the uptrend will continue. Enter long positions.#SpaceX's first full quarterly financial report after going public will be revealed SpaceX's first financial report, with market expectations of revenue at 12…In 10 days, AAVE's open interest dropped by 27%, but the price only fell by 9%. This 18% difference is not due to price decline, but because positions were…This $143 million on-chain transfer, if interpreted simply as "BlackRock is about to dump," really underestimates institutional players. 883 $BTC + 28,900…#Institutional funds weaken, who will see the first inflow, BTC or ETH? BTC is most likely the first batch for institutions to return The reason is simple: it…"On the list with a 39% increase, there are no names of BTC, ETH, or SOL💥" The 24h gain leaderboard's top spot hit 39.42%, with the top five all altcoins. The…First, to pour some cold water: bulls admitting losses does not mean bears have obtained a license to chase. I lean bearish, but I am unwilling to treat…BTC、ETH ETF核心数据分析，只做大饼以太的看过来！！！ BTC现货ETF核心数据 24小时BTC现货ETF合计净流出8240万美元，单日总成交额34.7亿美金，ETF总资产净值1077.8亿美金，历史累计总净流入573.4亿美金。分产品分化：贝莱德IBIT小幅净流入，但ARK…$CRWV Goldman Sachs upgraded CoreWeave to "Buy," but cut the target price from $139 to $106. The so-called 73% upside is more a result of the stock price…#机构资金转弱，BTC与ETH谁先迎来回流？ The answer to "who will flow back first" is written in the order of "who gets sold first." ▪️ From 10/12 to 16: BTC spot ETF net…SanDisk hit a new high again today, with OKEx's xSNDK reaching 1391, hugging the resistance line, up 7% in 24h, boosting the storage sector's sentiment. The…2026年10月中旬，加密市场整体呈现高位震荡格局。比特币（$BTC ）稳守8.1万美元上方，以太坊（ETH）则在2377美元附近获得阶段性支撑后迎来超跌反弹。市场数据显示，BTC永续合约持仓情绪偏多，而部分山寨币如MEGA则出现明显冲高回落。基本面方面，ETH生态中L2竞争持续加剧，链上Gas费用维持低位…[Pharaoh's Market Watch] Tesla's Q3 deliveries exceeded expectations. Is this a real recovery or just a bluff? Pharaoh says directly, the delivery numbers are…#台积电Q3净利润超预期，盈利创历史新高 TSMC's net profit margin surged to 51.1%, with 2nm wafers accounting for 8% of wafer revenue in the first quarter; on ASML's side,…#特斯拉发布新一代Roadster，行情走高新一代Roadster发布带动特斯拉盘面走强，但要分清，这款跑车更多是品牌标杆产品，并非营收主力。 Roadster主打极致性能，用来强化特斯拉的技术叙事，提振市场信心与品牌热度，短期容易刺激股价情绪上涨。但它定位高端小众，交付量、出货规模有限，对整体营收和利润贡献很小…Capital Flow: ETF Lost $910 Million in Two Weeks, BTC Has Fallen Below ETF Average Cost ETF—Net Outflow of Approximately $910 Million Over Two Consecutive…South Korea's pension fund lost $137 billion in 100 days. SK Hynix $SKHY 55.8 billion Samsung Electronics 42.8 billion Together, these two account for 98.6…🔍这笔空单是在押方向，还是替别处的仓位挡风险？Core Trader 19（0x0c1f69…9672b）以20倍杠杆开空$AMZN，名义价值约23.05万美元。我先把这笔记下来，但不急着给它贴上“看跌大户”的标签。能确认的线索是：仓位887.11 AMZN，参考价格259.81066美元，动作是开空…Q3交付超预期已经是明牌，股价反应平淡也说明市场的关注点早就变了。这波财报的核心看点就是汽车毛利率能不能止住下滑趋势，另外储能业务增速、Cybertruck产能爬坡进度、FSD落地进展也很关键。靠降价换量的阶段快到头了，盈利修复的速度才是接下来的核心逻辑。#特斯拉交付超预期后盈利修复成焦点 #Netflix growth may slow, advertising business becomes new focus The growth dividend from subscriber increases has long been mostly exhausted; Netflix's current stock price support now fully depends on the second growth…ETH is currently trading at about $2423, up slightly by 0.83% in 24 hours, but down about 4.5% over the past week. The moving average structure looks very…#谷歌云业务增长82%，AI投入回报如何？ The two cloud services earned almost the same amount in one year, one spending 175 billion, the other 200 billion. ▪️ Alphabet Q2 cloud…AI has taken over the task of chip replacement, lowering Nvidia's barrier. In a collaborative paper, $AMD's chip achieved throughput close to its competitor.…#谷歌云业务增长82%，AI投入回报如何？ Google's winning move in this earnings report isn't about whether cloud revenue can maintain high growth, but that it is using free cash…Countries buying 1 BTC daily have a floating profit of 44%, are you still watching the market?On October 19, it was reported that last week, global publicly listed companies (excluding mining companies) net purchased $360 million worth of BTC, with…ONDO fluctuates so much back and forth, could small gains mislead market judgment? 🤔 Many people only look at the 24-hour price change, easily overlooking…In 8 trading days, SMH dropped from 639 to 540, leaving 4 gaps, none of which have been filled. On October 6, it touched 639.47, the highest in 60 days. The…Strategy's recent operations show that fund allocation explains the situation better than the number of coins purchased. As of October 18, the company holds…ETH is being sandwiched: ETFs withdrew $955 million in October, but institutional buying is increasing. Here's what I see: ETH is currently at $2,394…Macro Outlook: Oil Prices, AI Financing Risks, and Bitcoin Under PressureThis week....#Can HBM4 mass production drive SK Hynix's profits to new highs again? Q2 profits have already increased by 557%, and Q3 aims to "hit new highs again," but…To be honest, I used to take "low leverage" as a reason to let my guard down, thinking I could just hold on and wait for a rebound. It wasn’t until I suffered…#Russia-US Diesel Contract Progresses, Delivery to US Expected 15 to 20 Days After Signing The Russia-US diesel transport agreement is advancing, with this…JPMorgan Chase has expanded JPM Coin to Ethereum. On the surface, this adds a blockchain channel to the bank's payment business; looking deeper, it involves…美俄柴油协议，伊朗“7天计划”与谈判，短期消息面打压油价，可我为什么坚持油价跌不下来？ #俄美柴油合同推进，签约后15至20天或抵美美俄柴油协议落地，俄罗斯恢复部分柴油出口、美方临时放松制裁；伊朗7天停火+解冻资产+重开霍尔木兹方案，虽无实质突破，但窗口仍然在；受这些“利好”消息冲击，$BZ…Vitalik gave Ethereum a requirement: the worst-case scenario for proofs must be clearly calculated. While others are competing on who can produce proofs…Crypto Circle Financial Report: Raydium Q3 2026 AnalysisRaydium remains one of the ...