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Binance was hacked by North Korean hackers for about 3.3 billion USD, and Elon Musk took the opportunity to mock crypto, saying hackers are just the smallest risk.
Earlier, a huge amount of BTC under Chen's name was confiscated by the US, causing the coin price to drop in response.
"Safe as long as you hold the private key" and "Decentralization is inviolable" suddenly became jokes.
So where exactly is crypto asset security?
Let's start with a counterintuitive fact:
The hackers got the money but dare not move a cent.
Tens of thousands of BTC, everyone on the chain is watching, and not a single fraction was spent.
It's not a technical issue, it's that they can't spend it.
Bitcoin has no freezing function; if stolen, it's yours;
but every transaction is visible worldwide, leaving permanent traces.
This money has long been marked as dirty money, carrying a red flag wherever it goes,
and will be exposed once converted to cash, so it can only lie dormant.
Visible, untouchable, unspendable.
So transparent that even thieves are trapped.
Just because it can be stolen doesn't mean it can be laundered.
Now look at the attitude of decentralization believers:
Before the incident: Why can Tether arbitrarily freeze USDT?
After the incident: Luckily Tether can freeze 😊
The truly scary thing is not theft, but the day when the entire chain can be instantly cashed out and converted into unregulated currency.
So long-term risks are never just hackers, but also quantum computing and variables like the Satoshi wallet.
3.3 billion has become a hot potato. Quite ironic.
#美联储官员释放加息信号，12月预期仍存分歧 #OKX、ICE与Trade.xyz联手，推动永续合约进入美国合规市场 $BTC $ETH Compared to guessing the weekend spike, next Wednesday is the real variable: the U.S. midterm elections.
Today Reuters broke a revealing piece of news — since April, the White House has been preparing for the "Democrats taking control of Congress," specifically studying which matters can bypass Congress and be pushed through by executive orders. To translate: even insiders are hedging against "losing Congress."
What does this mean for risk assets? A divided Congress most likely means legislative gridlock for the next two years, so the pile of crypto regulatory bills waiting in line can basically be put on hold. In the short term, it's an emotional disturbance; in the medium term, the "bet on favorable policies" leg is quietly pulled away.
$BTC sideways movement before such a major event is not a direction, it's holding breath. Before volume picks up, spikes are just noise.Conclusion first: Locking $ETH for 5 days can grab a 590,000 USDT prize pool, but OKX's financial rates are clear—ETH annualized at 1.0%, USDT at 4.39%, USDC at 4.50% (public financial interface avgRate).
Let's do the math: ETH current price is $2,269.86, 100 ETH is about $227,000. The interest from locking Simple Earn for 5 days is about $31; buying USDT and depositing in simple finance at 4.39% yields about $137 in 5 days. The interest difference is $106—an airdrop over $106 means no loss, which is 0.018% of the ETH pool of 590,000.
Event: From 11/3 15:00 to 11/8 15:00, pre-subscription starts on 10/31, during which airdrops do not accumulate, only interest counts. T1 (30-day average assets < $100,000) can subscribe up to 100 ETH, minimum 0.01 ETH about $23; T4 requires $2 million assets to unlock 3000 ETH.
Reminder: The principal is ETH; if the coin price drops, the airdrop won't cover the loss. Redemption is available anytime, rewards are issued within the next hour, and automatic redemption occurs within 4 hours after the event ends.
Will you lock ETH for 5 days for the airdrop, or just buy USDT to earn 4.39%? $ETH$CORE 🚨 Update on the @b14g_network attack:
As of 6:45 PM, the main wallet (0x2775...c26ce92c) still holds 63,646,177 CORE, with no visible movement since 2 PM. The second wallet (0xc556...579f1) now shows zero CORE.
No new transactions or official updates have appeared. The reported 9M CORE frozen by exchanges has not been returned to users.
A detailed incident report and recovery plan are still pending. Frozen funds do not mean recovered funds.
#FedHikeOutlookDivided The real danger is not failing to fully invest at the bottom, but mistaking leveraged unrealized profits for "spot security" 🌙 You think you're accumulating coins, but you're actually gambling against the derivatives ledger? Many people look back at the year-end opportunity to buy 300 spot coins and only remember "if only I had dared to buy then." But what's more worth reviewing is the other side: some did buy spot at the low, but later used short positions to give back all the profits, their accounts going from two million USD to zero, then adding another million and earning it back in just over a month, with their position swelling again to the equivalent of 300 BTC. On the surface, it's legendary, but breaking it down reveals derivatives leverage making decisions based on emotions. Recently, as I monitor positions and funding rates, I increasingly feel the core of these stories isn't about "daring or not," but about "whether the position structure is fragile." Holding spot is sustainable because there's no liquidation line; holding contracts longer is often just because the market hasn't yet moved to a painful point. When perpetual positions are too full and funding rates are hot, the price doesn't need to drop much—one squeeze can clear out high-leverage longs, then it's the spot holders' turn to calmly add positions. The bullish path also holds: if BTC consolidates at a high level, funding rates gradually cool, and positions get washed out, the chips become cleaner, making it easier for ETH and strong altcoins to catch the rebound in risk appetite. But the risk is many people take "having earned it back before" as proof of ability, so next time they open even larger positions, with liquidation prices closer to the current price. What is truly priced in early is everyone's optimism about the rebound speed; what goes unseen is that when margin isn't thick enough, one spike can rewrite the entire cycle narrative. Sector strength and weakness also diverge here.BTC perpetual contracts have three settlement points all at +0.01%, while ETH's three are all negative rates.
On the same weekend, leverage on both sides is paying in opposite directions.
On Friday, the US spot BTC ETF had a single-day net outflow of about 643 million, ETH about 156 million—nearly 800 million combined; the circulation of USD stablecoins is also still shrinking.
A price rebound over the weekend doesn't mean spot allocation funds have returned; bulls still paying fees doesn't mean the direction is set. The rate is a thermometer; only when the ETF's daily net inflow turns positive does it look more like "ammo replenishment."
Confidence level: medium-high | Farside + exchange funding fee settlements (media/data desk restatement). Inflows ≠ selling, outflows ≠ guaranteed drop.
Do you focus more on the rates or more on Monday's ETF? $BTC $ETH Under the shadow of high interest rates, crypto assets struggle to reverse course
The recent signals from the Federal Reserve are far from mild: multiple officials support continued tightening, and the market's bet on a rate hike in December remains above 70%. The stickiness of core PCE also keeps inflation concerns lingering. For Bitcoin and Ethereum, this is not just ordinary macro noise but a key variable directly suppressing valuations.
Crypto assets are highly sensitive to liquidity. Once rate hike expectations heat up, risk appetite contracts, making Bitcoin's rise more likely to be seen as a short-term correction rather than a trend reversal; Ethereum derivatives have tighter leverage, so selling pressure may be released faster when expectations shift. In other words, the sharper the rebound, the more caution is needed against bull traps.
The short-term focus is on the November 6 nonfarm payrolls. If employment is strong, rate hike expectations will be reignited, and Bitcoin may be the first to come under pressure; only if employment weakens significantly can the crypto market hope for a temporary breather. But a breather does not equal a reversal.
As long as inflation does not cool substantially, the option of rate hikes will not disappear. In a high interest rate environment, Bitcoin and Ethereum lack a smooth foundation for large-scale rallies. Treating every rebound as the start of a bull market, or heavily betting on the upside, is essentially gambling on a knife's edge.
#美联储官员释放加息信号，12月预期仍存分歧 Even though it's a decline, the logic of operation can be completely opposite. We can use a table to determine whether it's time to act now. $BTC dropped from 87396 to 76326, a pullback of 12.7%, falling for four consecutive weeks, 28 days. Currently, the market can be divided into two types of people: Has it dropped so much that it's time to buy? Let's wait until it bottoms out, then talk. First, classify: Type A: Emotional type There is a very clear trigger, for example: exchange hack, regulatory rumors, some big influencer's call, etc. Correct operation: Do not catch the fall, wait for the V-shaped right-side confirmation before trading. Catching the emotional sell-off on the left side of the drop will result in hitting the second bearish candle 7 out of 10 times. Typical pattern: a long lower shadow candle + a next-day volume surge with a bullish engulfing candle. Type B: Liquidity kill (leveraged continuous liquidations) Main feature is a stepwise decline, with a forced liquidation triggered every 5% drop. This forms a negative feedback loop of "decline liquidation - continuing decline," usually lasting 7 to 20 days. Bottom features: huge single-day volume + ultra-long lower shadow + no new lows the next day. Correct operation: wait until the peak of liquidations passes and the closing price of that day is in the upper half of the day's range. Typical mistake: rushing in to open positions after the first long lower shadow, completely ignoring the second and third ones that follow. Type C: Capital withdrawal (institutional/ETF exit) Main feature is a slow decline, a continuous downtrend without causing panic selling. Correct operation: do not bottom-fish, only do#U.S. stocks and gold & silver fall sharply together, safe-haven capital flows diverge
$SNDK $INTC $QQQ
Forecast and analysis for November 1
Preview of U.S. stock market opening tomorrow night: a "bleeding test" for tech stocks, not a rebound starting point
Last Friday, the Nasdaq plunged nearly 3%, the Philadelphia Semiconductor Index plummeted 7.2%, Intel dropped nearly 29% in a single day, and Nvidia fell 4.2%. Anxiety over AI capital expenditure returns was fully ignited by earnings reports. After-hours Nasdaq futures once fell 1.7%, and panic did not completely dissipate over the weekend.
However, Monday’s opening may not replicate Friday’s collapse. There are two buffers: Apple, due to relatively restrained AI investment and news of cooperation with Alibaba, has surpassed Nvidia in market value, becoming a temporary "safe haven" for funds; the December rate hike expectation slightly retreated from 91% to 78%, with no further tightening at the margin. The real test comes in the first hour after the open: if the Nasdaq’s decline is controlled within 1% and gradually narrows, it indicates semiconductor selling pressure is being absorbed; if the Nasdaq falls more than 2% directly and the Philadelphia Semiconductor Index continues to lead the decline, then tech stock sell-off will escalate from an "earnings shock" to a trend-driven exodus. Apple and AMD earnings reports are due this week, and with midterm elections approaching, funds are already reluctant to make large bets. The open is more likely to show a low start followed by a divergent tug-of-war rather than a clean rebound. Whether semiconductors can stop falling is the only signal worth watching.🚨First Sunday after the $6.3 billion hack: BTC holds, ETH bleeding, SOL loses the hundred-dollar mark
The panic index halved from 70 to 36. On the first Sunday after Binance's $6.3 billion hack, the market didn't collapse; funds are reshuffling seats. OKB rose 2.82% against the trend, indicating existing funds haven't exited.
$BTC at 78,015 (+0.64%), spot buying supported after a drop to 76,300, Binance spot buying exceeds oversold by 3.28 million; however, ETF outflows reached 643.3 million in one day, bulls account for 79% of liquidations. 78,000 is just equilibrium; only above 80,000 can recovery be discussed, 75,000 is key support.
$ETH at 2,270 (+0.72%), down 16.79% in 30 days, ETH/BTC ratio only 0.029. October ETH ETF outflows were 1.08 billion, BTC only 67 million, a sixteenfold difference. The rebound is high beta, not a turning point; 2,280 is resistance, 2,240/2,200 must hold.
$SOL at 95.13 (-0.29%), lost the 100 mark, with the thinnest support. ETF outflows exceed ten million, down nearly 49% this year, RSI at 38. Defend 95.26; if lost, look to 92.34 or even 85–88; 20 EMA at 97.06 is the first resistance.
This is not a systemic collapse but a flow of funds from the most fragile link to the thickest one. Watch: BTC holding above 80,000, ETH ETF bleeding stops, SOL recovers 97.
#英特尔Q4指引不及预期，股价暴跌近30% $ETH is showing a historic-level bottom-fishing signal again! The funding rate has dropped to its lowest point in nearly five months. The last time it reached this level was during the market bottoming in June! Leveraged longs are exiting, and bearish sentiment is clearly heating up.
Latest derivatives market data shows that the ETH perpetual contract funding rate has fallen to the lowest level since the phased bottom in June 2026. Recently, Ethereum has been under continuous pressure, with prices retreating to around $2,300, and on some trading platforms, the funding rate has even turned negative.
The funding rate reflects the holding costs of longs and shorts in perpetual contracts. When this indicator keeps declining, it usually indicates weakening demand from leveraged longs, stronger short positions, and a market sentiment tilting toward pessimism.
What’s truly worth noting is that extremely low funding rates sometimes appear near the end of market deleveraging phases. Looking back to June this year, after a deep correction, ETH gradually formed a phased bottom and then rebounded.
However, a low funding rate alone cannot confirm a bottom. Next, we need to observe whether ETH can hold the $2,200–$2,300 range and whether spot buying and open interest improve.
If prices start to rebound while a large number of shorts remain crowded, it could trigger a concentrated short squeeze, further amplifying the upward move. The funding rate falling back to June lows indicates that ETH’s leverage sentiment has clearly cooled down.
If spot buying begins to pick up and shorts are unwilling to exit, the next round of a short squeeze rebound could be more intense than the market expects! Leverage is repaying debt; the money hasn't disappeared, it's just accounting.
In the crypto market, over 900 million was withdrawn in 24 hours again, 92% from long positions. $BTC recovered from 76,000 to 77,000, the fear index dropped to 35, yet the spot ETF still had a net inflow of 135 million in a single day, the only one reaching out amid the panic.
$ETH is the most divided; ETFs lost nearly 1.3 billion in October, but whales quietly spent over 17 million accumulating during the decline. Institutions are withdrawing, big holders are buying—two sets of books are fiercely competing.
The A-share market shows the same pattern: AI hardware and optical modules are collectively sold off, while money flows into liquor and pharmaceuticals. Luzhou Laojiao leads, with Yingjia, Gujing, and Huangtai hitting daily limit-ups in batches.
Physical AI hasn't cooled down; Yushu-related stocks rebounded over 50 points in a few days, with reducers and ball screws pulling along; commercial aerospace in Shanghai's Hu Gong on the third board is holding up.
The US stock market is even more direct: Intel dropped 28% in one day, the Nasdaq fell nearly 3%. When AI giants' earnings reports are laid out, free cash flow can't hold up, and funds turn to healthcare and energy.
In short, the money hasn't fled; it's starting to be accounted for. No matter how big the story, you have to look at the cash flow first.Others are opening doors, while the U.S. is closing them. This is the most absurd scene in the crypto world today. Switzerland's FINMA approved the first retail-focused spot Bitcoin ETF, BBIT, which will be listed on SIX in November. It even made an exception allowing it to hold Bitcoin in full, with the sole reason being that Bitcoin's liquidity and trading history can support a public fund structure. Meanwhile, in the U.S., the SEC is stuck due to a federal budget deadlock and funding interruptions, causing over 90 crypto ETF applications to be queued indefinitely, blocking both the S-1 and 19b-4 routes. Europe is opening doors, the U.S. is closing them. BTC is stuck sideways around 77,400, with contract positions quietly increasing, the long-to-short account ratio at 2.65, clearly more crowded on the long side. But what really keeps the price down is not the lack of positive news from Switzerland, but that the macroeconomic knife hasn't been sheathed yet. The Federal Reserve maintained rates at 3.75%–4.00% in October, with a 10 to 2 vote, and two officials directly advocated for a rate hike. Logan stated there will be at least two more 25bp hikes, just not all at once. The market originally gambled on a rate cut window, but now is forced to reprice a higher and longer-lasting rate center. The prolonged high interest rate period raises the cost of leveraged funds, continuously draining liquidity from altcoins and small-cap tokens. The $6.3 billion Binance hack sounds scary, but that's a smokescreen; stronger GDP, consumption, and AI investment underpin the Fed's confidence to continue tightening. So today's market is split: regulatory narratives light a lamp in Switzerland, while macro narratives pour cold water in the U.S. There were $1.347 billion in liquidations across the entire network in 24 hours,$VRT's power and cooling segments benefit from data center expansion, but project timelines and client budgets determine the realization speed. On Friday, AI valuation concerns spread to tech stocks, and infrastructure companies also face risks of cancellations and delays. If order backlogs convert to revenue and collections improve, hardware demand is validated; if projects are delayed or clients sharply cut capital expenditures, order visibility will decline rapidly.Filling the $BTC withdrawal amount with "0" caused the code to automatically interpret it as "withdraw all"...
An attacker submitted a withdrawal request of 0 tokens in one transaction, and the protocol's underlying system generously cleared all 91 staking orders, forcibly sending away 97 million CORE tokens, effectively giving away nearly 1.5 million dollars at market price for free.
The most absurd part is that it took a full 66 minutes before anyone thought to pause. This is no longer about how skilled the hacker is; what kind of amateur operation doesn't even implement the most basic non-zero validation?The hacker has already smashed all the altcoins, really smashing without regard to cost. For example, $5 million worth of PROM only got back 0.03 ETH... The selling pressure on altcoins is gone, and with Binance filling the gap, things will hold up for a while.
The hacker's next step is mixing coins and converting to BTC, currently swapping SOL for BTC, and next will swap out ETH.
So, you will see SOL/BTC and ETH/BTC face pressure one after another. If you want to short the exchange rate, this is an opportunity with high certainty to earn coins.$BTC and $ETH will choose their direction next week.
The upcoming midterm election results will become an important indicator for the trends of US tech stocks and the crypto market. Currently, there are three possible paths:
First: If the Democrats control both chambers, Nasdaq, BTC, and ETH may face a comprehensive pullback.
Second: If a split Congress occurs (Democrats take the House, Republicans take the Senate), under expected conditions, Nasdaq, BTC, and ETH are very likely to dip first, then reverse in a V-shape.
Third: If the Republicans take both chambers (a low-probability event), Nasdaq, BTC, and ETH are expected to directly start a V-shaped rebound.
#美联储官员释放加息信号，12月预期仍存分歧 $ATOM — Cosmos
Cosmos helped popularize the idea of interconnected sovereign blockchains. I find its modular ecosystem approach worth following, especially as more networks seek interoperability. The key question is how ecosystem growth translates into meaningful demand for ATOM.Leverage has been dismantled again; the money hasn't fled, it just took a narrower path.
The crypto market saw 1.347 billion settled in 24 hours, with bulls accounting for over 86%. $BTC was forcibly pulled back from 76,000 to 77,000, the panic index dropped to 35, but the spot ETF had a net inflow of 135 million in a single day, becoming the only one still reaching out.
$ETH is truly awkward; the ETF lost nearly 1.3 billion in October, setting a 23-day outflow record. A giant whale opened 20,000 short positions at 2228, but on the other side, a big player quietly spent 17.24 million accumulating during the decline. These two accounts are fiercely battling.
The A-shares are showing the same pattern: AI hardware and optical modules were collectively sold off, with money turning to liquor and pharmaceuticals. Luzhou Laojiao and Gujing Gongjiu hit daily limit-ups in batches, and Wanbang Medicine led with a 20cm rise.
Physical AI hasn't cooled off; Yushu-related stocks rebounded over 50 points in a few days, with reducers and ball screws pulling along; commercial aerospace in Shanghai's Hu Gong on the New Third Board is holding up, and shipping is squeezing into the safe-haven ranks thanks to price hikes.
In short, it's not about who has the bigger story, but who really holds the real assets that can withstand this blow.Both are declines, but the bears feel differently ❄️🔥
Tonight, both BTC and ETH are falling, but the mood of the short sellers is quite different.
$BTC:
The average short entry price is 76164, current price is 77114, with an unrealized loss of about 37.79 million USD. The price hasn't gone down; instead, it is stuck above the short cost. BTC shorts are currently more passive and have to wait for the market to cooperate to break even 😅
$ETH:
The average short entry price is 2249, current price is 2235, with an unrealized profit of about 9.37 million USD. ETH shorts are temporarily in a favorable position, with profits on paper, so their mindset is naturally more stable 📉
Both are shorting, one feels uncomfortable, the other comfortable. This shows that direction judgment is only the first step; the entry point often determines whether you hold the position or take profits. The crypto market moves fast; if you step in at the wrong position, even the right direction might get hit first ⚠️Transcript laid out on the table
At a glance: two curves both sharply dip and then both sharply rebound (10/30 dip, 11/01 climb), the $ETH line always slightly above $BTC, showing real resilience; maximum drawdown is tied at 4.9%, no one is playing weak here.
All key data is on the chart: 7-day returns -2.97% vs -2.46%, Sharpe ratio -4.95 vs -3.66, weekly average fee +0.0080% vs +0.0018%. Note $BTC longs honestly pay fees all week, $ETH fees have thinned out to recently even turn negative (-0.003%), shorts crowding in $ETH's house to keep warm are even paying electricity bills — the crowd foundation for a short squeeze scenario is set. The 11/01 endpoint is an intraday snapshot, indicators include a few hours from this morning, final numbers will be confirmed at close.PK Day | Verdict: $ETH Narrow Win
The judge reveals the cards first
In this 7-day bear arm-wrestling round, $ETH wins narrowly: it fell less (-2.46% vs. $BTC's -2.97%), has a better risk-adjusted profile (Sharpe -3.66 vs. -4.95), and even more volatility (39.5% vs. 35.8%). Contract trading is about price spread, not fan count. In terms of profit-making ability this round, $ETH takes the trophy.
$BTC didn't sit idle either: 7-day net inflow on the holding side is +10.4M, crushing $ETH's -44.0M, firmly pocketing the capital attraction popularity award—smart money quietly bottom-fished $BTC below 80,000. Bottom-fishing is steady income; elasticity is quick money. It's up to you which bowl you hold.BTC rebounds above 78,200 but crowded bulls appear: I'm closely watching the 77,750—77,333 liquidity gap
From a bearish perspective on this BTC contract market, the rebound seems stable, but bullish sentiment is already overheating. BTCUSDT is currently around $78,019.90, up 0.64% since UTC midnight today, yet still down 3.49% over the past 7 days and down 8.03% over the past 30 days. The price briefly touched 78,231 but failed to form effective expansion, instead pulling the market back into a sensitive zone of high-level tug-of-war.
Contract data is even more concerning: the latest funding rate is +0.01%, meaning bulls are still paying; bulls account for 69.86% of all market accounts, top traders show 70.74% bulls by account count, and 62.14% bullish by position value. Open interest increased by 0.21% in the last hour, but volume is only 0.65 times the 7-period average — what I see is accumulation of chasing positions, not volume-confirmed breakout.
The 1-hour MACD is still in a golden cross and the supertrend is upward, but the price is stuck near MA7 and MA99, with moving averages still mixed. For me, the real test is not the rebound slogan but whether the liquidity between 77,750 and 77,333 can hold. If bulls continue to crowd in, any pullback could amplify sentiment; do you think this is a buildup for an upward attack, or another liquidation prelude after the rebound?Everything that was crowded at the top is being dismantled today; the money hasn't fled, it just switched to a narrower path.
In the crypto world, $BTC slipped below eighty thousand to around seventy-seven thousand, but the real weakness is behind it; $ETH fell below two thousand two hundred, and altcoins dropped even harder.
This strength and weakness order indicates that the leverage being killed is from within the crypto circle itself, not outsiders withdrawing. The rebound is mostly for reducing positions, so don't mistake ETH's oversold condition as cheap BTC to catch.
The A-share market is showing the same pattern: AI hardware and optical modules continue to be hammered, but the money hasn't left technology; it just shifted to physical AI—YuShu-related stocks have rebounded over fifty points in a few days, with reducers, ball screws, and force sensors taking turns hitting the daily limit up.
The third-generation semiconductors also have BiYi Micro leading a twenty-centimeter recovery, and commercial aerospace in Shanghai's Hu Gong third board is holding up.
In short, it's not about who has the bigger story now, but who has orders, mass production, and real products to withstand this cut.The external market simmered a pot of traditional medicine
On Friday, the A-shares Shanghai Composite Index fell 1.44% to close at 3,599, giving up the 3600 level; the ChiNext Index dropped even more sharply by 4.13%, causing frowns; the Hang Seng Index bucked the trend, rising over 1%, standing as the only resilient player in the market; on Thursday, the US Nasdaq fell 1.36%, Google’s earnings report plummeted 12.6%, and Friday’s close continued the decline, marking the worst single month of the year for the Nasdaq. The FOMC meeting on 10/28 delivered a hawkish tone, so this old soup won’t be simmered again.
Instead, the on-chain market woke up first: $ETH holdings saw a net panic outflow of 322.4M on 10/30, then a return of +12.5M on 10/31, and as of this morning on 11/01, another +70.2M, partially filling the hole in two days—the money runs fastest but also turns back fastest; pay attention to their continuous return patterns.Zcash November 5: Beyond triple speed-up, 22,000 coins are being permanently locked
The Zcash NU7 network upgrade is scheduled for mainnet height 3,543,405, expected to activate around November 5 Beijing time. Core changes include reducing block time from 75 seconds to 25 seconds, allocating 60% of fees to the network sustainability reserve (returned to miners starting February 2031), cutting block rewards to one-third to maintain daily issuance unchanged, and disabling v4 transaction format while completely shutting down the Sprout privacy pool. As of November 1, ZEC is priced around $1,300 with a market cap of about $22 billion, down about 18% in the past month but still one of the strongest narratives this year. This article verifies upgrade details and market misunderstandings point by point, highlighting the final window and operational path for Sprout migration.
My position is: both sides are right, and this precisely shows the problem has not been truly resolved. Zcash chose the engineering optimal solution at the cost of externalizing losses for a small group of users. This approach is technically impeccable but leaves an ethical gap—which will be torn open again the next time a component needs to be deprecated. #英特尔Q4指引不及预期，股价暴跌近30% $ZEC $BTC $ETH Main focus $ETH | Strategy Long
Strike while the iron is hot, start the pot
Direction nailed down first: Long $ETH, leverage 2-3x. This round simmered from 2,391 down to 2,173, very tasty; now lifting the pot lid, steam rises, two bullish candles recover lost ground, pull back to 2,244-2,256 to take half position, fill up at 2,232-2,240, stop loss at 2,212, target first at 2,329 to halve, then 2,368 to clear the position.
Reason in one sentence: while price stabilizes, shorts are still paying negative fees (-0.003%, negative fee means shorts pay longs, think about that), the fuel for short squeeze is all stacked for us, just missing a matchstick. Weekend night session liquidity is thin, slow simmer is fine, turning up the heat will blow up the kitchen, position size should be halved consciously.
A glance at the neighboring stove
$BTC current price 77,740, after dropping from 81,953 to 76,270, recovered in a V shape over three days, posture looks good; 7-day net inflow +10.4M on the holding side, average fee +0.0080%, longs still paying small fees as usual, the king of popularity remains. But overhead resistance from 78,800 (10/30 rebound high) to 82,000 previous high is a big pot lid, elasticity visually less than $ETH—those wanting stability wait for a pullback around 77,000 to enter small positions, those wanting quick profits dive into the $ETH pot.$CORE hit an all-time low today. But more worth noting than the new low itself is the "way" it fell to this new low.
On November 1st, CORE plummeted 12%, breaking through all previous lows and setting a historic bottom, down 99.8% from its 2023 peak of $6.14, with a weekly drop exceeding 22%.
The trigger was specific: On October 31st, the Bitcoin staking protocol b14g was attacked, with about 97 million CORE unauthorizedly withdrawn and transferred to the attacker's address, valued at approximately $1.47 million at the time.
The attack method itself is more worth reading about than the amount lost. According to Bitquery's analysis, the attacker sent "withdraw 0 CORE" requests to 91 staking orders, exploiting a logical flaw in the staking code that made the system interpret "0" as "all."
Withdraw 0, get 97 million. This is not some sophisticated technical hack. The code basically says: you input zero, I treat it as you want it all.
Then the official first response, just like every time before:
Core DAO's reply: The b14g vulnerability does not affect Core network security; the network, validators, and staking contracts outside b14g continue to operate normally.
The network is indeed fine. The stolen coins are not the "network's" coins but users' coins staked in b14g. b14g is one of the core entry points for Bitcoin staking narratives in the Core ecosystem; this entry's contract was drained of 97 million coins, yet the official stance is "network normal."
Tracking results: about 68 million remain on the Core chain, exchanges have frozen about 9 million. 68 million plus 9 million doesn't add up to 97 million. The missing portion is neither in traceable on-chain balances nor in the frozen range.
This happened on October 31st. On November 1st, CORE hit a historic low.
The chain is still producing blocks. But "producing blocks" has little to do with CORE as an asset anymore.
Core chain's ledger on DefiLlama today:
24-hour on-chain fees (Chain Fees): $1.17.
24-hour DEX volume: $148.89.
TVL: $3.8M.
24-hour active addresses: 1,349.
One dollar and seventeen cents. One hundred forty-eight dollars and eighty-nine cents.
On the same page, 24-hour transaction count is 34,943. Over thirty-four thousand transactions, with less than $150 of real value exchanged on-chain. This number indicates one thing: the chain is moving, but not economically—it's just spinning its wheels.
OKX summed up today's state better than any lengthy analysis: "Although the chain is still producing blocks, real economic activity has basically collapsed."
Where is the cash flow needed for the buyback narrative today?
2026 is defined as the "revenue era," with the logic of using BTC staking fees plus SatPay card fees to repurchase CORE on the secondary market. But SatPay has been continuously delayed due to licensing and regulatory issues, with over 20,000 users waiting and no launch date set. OKX's CORE chain earning product has been discontinued.
To date, there has been no on-chain CORE transfer marked as a "buyback executed with ecosystem revenue."
Buybacks require cash flow. Today's on-chain fees are $1.17. This is not "not started yet," this is an empty fuel tank.
Validator numbers present a contradiction worth pausing on today.
An article on November 1st said Core's validators are "fixed at 31 seats," re-elected daily. But another analysis on OKX the same week wrote: active independent validators have dropped to about 20, security redundancy is low, nearing the 15-validator shutdown red line, and the node group size has not expanded to 31 as planned but has instead shrunk continuously.
"Designed 31 seats" and "actual number of independent validators running" are two different things. Seats can be vacant. The chain won't automatically have 31 independent operators producing blocks just because the seat list says 31.
Another line has a clear deadline:
Bithumb will terminate CORE trading support at 15:00 (KST) on November 30. The reason is not liquidity but unresolved issues that led to CORE being designated a "trading warning asset"—rooted in the validator block reward anomaly event in late August. Even after multiple rounds of explanations from the project, the exchange still judged the risk as unresolved.
When an exchange delists an asset, the reason given is often more honest than the price. The phrase "risk not eliminated" cannot be explained by market fluctuations.
So where does CORE go from here?
The question "where to go" implies an assumption: that there is a "destination" option.
But today's ledger paints a picture: on-chain economy is in shock, buybacks are waiting for a product not yet launched, the actual number of validators is sliding close to the red line, exchanges are delisting citing "risk not eliminated," and part of the 97 million stolen tokens is neither in traceable on-chain balances nor frozen.
The $1.17 on-chain fee does not answer "where CORE will go." It only answers a more fundamental question: how much real value has been created on this chain today, and whether that value is enough to support any form of "destination."
The all-time low is not the end. The all-time low is a state where the ledger has been written, but the narrative has not yet stopped.
$CORE In 37 days, 500 yuan principal rolled up to 8018 yuan, with 3018 yuan available funds on the books, and a single-day net value surge of 13.02%—but what’s really worth watching isn’t this challenge curve, but how the money was earned today: three short positions on small-cap coins were simultaneously realized, with $IRYS floating profit at 11.59%, $PONS floating profit at 8.19%, and $LAB also positioned on the short side. The asset curve once dropped to 2521.87 yuan at market open, then sharply reversed in a deep V shape; this pattern itself is a microcosm of the current small-cap coin ecosystem: fierce rebounds, even fiercer pullbacks. The market often underestimates one point: the pricing power of small-cap new coins does not lie in fundamentals but in the hands of a few speculative traders. $IRYS has been steadily declining from the previous high of 0.04955, weakly oscillating at low levels; $PONS was sold off after peaking at 0.4338, with a weak rebound; $LAB, after a sharp drop, has had some recovery but remains under pressure. Their common characteristics are concentrated chips, volatile swings, high upward elasticity, and equally decisive downward moves. This means that trend-following shorting is highly efficient during liquidity withdrawal phases, but any sudden spike can instantly wipe out floating profits. My judgment is: the essence of this round of profits is not "being bearish on small coins," but "standing on the right side during liquidity withdrawal periods." When funds exit newly listed small coins, rebounds are often just short-covering feints; the real signal is volume-less rebounds and continuously lower highs—this is exactly the current structure of $IRYS, $PONS, and $LAB. Conversely, once a volume breakout spike above previous highs occurs, the short logic immediately fails.Next week I’m only focusing on two nights: Monday and Friday.
Apple reports earnings after the market closes on Monday. It’s up 28% this year, the best performer among the Big Seven. But Bank of America just removed it from their preferred list, worried that the staggered launch of the new iPhone will pressure gross margins. My judgment: after AI stocks got hammered by earnings last week, as long as Apple doesn’t blow up, tech stocks can catch a breather.
Friday is the October nonfarm payrolls, expected to add 55,000 jobs. Two Fed members want to hike rates directly at the October meeting; if nonfarm payrolls come in strong, calls for a December rate hike will grow louder, which isn’t good for crypto either.
In between, Tuesday is the midterm elections, which I consider noise and won’t adjust my positions for.
My approach: no adding positions before Monday, first watch Apple.
Do you think Apple will beat or miss expectations this time?
This is not investment advice
#USStocks #Earnings #FederalReserve$ETH holders' profits have been wiped out by the market. This situation is often not the start of a crash but rather the tail end of profit-taking clearing.
Currently, ETH is holding the 2200 line, with the 20-day moving average at 2424 pressing down, MACD still negative, and NUPL close to breakeven. It is now a high-beta asset abandoned by institutions.
NUPL returning to zero signals a bottom area, but it only takes effect after reclaiming 2300.
$SOL is stuck at the lower edge of the November range between 90–125. SkyAI corporate treasury has completed liquidation, the looming selling pressure is gone, and Alpenglow is entering live evaluation.
On-chain active addresses at 1.88 million are still a new high, so this drop in SOL is driven by macro factors; fundamentals are not rotten. When risk appetite returns, it should be the first to rebound.
$OKB volume has collapsed the most: 24-hour turnover is 3.11 million, only 0.35 times the seven-day average volume, the lowest multiple in the entire pool.
OKB is stuck in the most uncomfortable position: the seven-day moving average at 110.86, just 0.15 below it. The 20-day at 113.41, 60-day at 116.87, and 30-day at 117.53 are all overhead. The seven-day is still +2.91%, but this positive return was accumulated last week, not earned this week. $ZEC 400.75% is unrealized profit, but breaking it down into four numbers reveals the real bottom of this position.
First: 8.01%. The actual drop. From 1352.45 down to 1244.05, a move of 108.4 points, magnified 50 times to 400.75%.
Second: 8.71%. The fallback. Converting 108.4 points back from the current price equals 8.71%. It doesn’t match the 8.01% because the denominator differs—losses are calculated from the entry price, breakeven from the current price. The deeper the drop, the harder it is to break even.
Third: 0.48 versus 3.54. At 1250 it’s 0.48%, at 1200 it’s 3.54%. The recently lost resistance above is nearly seven times closer than the target below—pullbacks are more likely than further declines.
Fourth: 4.06. This is sensitivity—under 50x leverage, for every 1 point ZEC moves, my unrealized profit jumps about 4.06%. If it fluctuates 10 points around 1244, unrealized profit swings between 360% and 441%. Every twitch seen on the screen is noise, none is a signal.
With these four numbers laid out, the plan is set: realize most profits, protect principal, and push upward. Reduce position if it holds above 1250; only consider 1150 if it decisively breaks 1200; do nothing in between. $BTC $ETH
#美联储官员释放加息信号，12月预期仍存分歧 $AMD's opportunity lies in providing a secondary supply source for AI computing power, but customer trials do not equate to large-scale deployment. The revaluation of tech stocks means investors place more emphasis on confirmed orders, software compatibility, and gross margins. If new products bring sustained shipments and improved ecosystem compatibility, the market share story is credible; if it relies solely on price cuts to gain share, revenue growth may not translate into quality profitability. Binance has already replenished about 95% of the stolen assets, and the risks of a bank run and industry credit contagion are basically under control.
Some say that with such a huge black swan event, BTC still holding up shows the market is strong.
But my view is more neutral.
The stolen BTC and ETH have not seen large-scale sell-offs for now; instead, the hackers have exchanged some stablecoins and altcoins for ETH. In other words, the funds mainly changed holders and did not immediately turn into market selling pressure.
In the short term, this indeed reduces selling pressure. But these stolen assets remain potential chips, and whether they will be transferred to exchanges, OTC, or mixing channels in the future still needs to be observed. It cannot be simply understood as permanently locked.
Therefore, my judgment on BTC remains unchanged, with a high probability of continuing wide-range oscillation.
Regarding the US stock market,
OpenAI has lowered its fundraising target, and Federal Reserve officials continue to signal rate hikes, indicating the market has begun to reassess AI and high-valuation assets. In the past, everyone only looked at growth and imagination space; now, they are more concerned about a practical question:
"With so much money invested, how much can be earned back in the end?"
Google continues to expand AI and data center investments, and Intel also faces high capital expenditures, cash flow, and industry transformation pressures. AI may still be the most important direction in the future, but a correct direction does not mean any price is worth buying. Huge company investments do not guarantee corresponding returns for shareholders.
This is neither bullish nor bearish; I just feel the current risk-reward ratio is not high, making it hard to earn particularly meaningful money.
Whether to build positions on pullbacks, add positions, or keep base positions is more about psychological balance and may not significantly help overall returns.
Managing cash as wealth management is also a form of return and an active choice. When there are no sufficiently good opportunities, waiting itself is a strategy.
Keep as much cash as possible and wait for the odds to truly be in your favor.
When there is no opportunity, not participating also means no loss.
But if you can’t control yourself and buy recklessly, you will really lose everything.Bitcoin has dropped to $77,000, and even Ahr999 is about to fall into the historical bottom-buying zone! What exactly is the market panicking about? $BTC
I strongly agree with brother wander's observation! I believe every long-term BTC investor should seriously look at this chart. Recently, Ahr999 hit a low of 0.44, breaking below the 0.45 historical bottom reference line again. On October 31, the reading was about 0.4506, just a step away from the undervalued zone. Looking back at the red circles in 2015, 2018, 2020, and 2022, and observing over a longer period, these areas mostly provided quite good long-term allocation opportunities.
A bull market never rises in a straight line; it gradually recovers through repeated fluctuations, panic, and chip turnover. What’s truly worth pondering is: when market sentiment grows increasingly pessimistic and long-term valuation indicators become cheaper, should we be afraid or start looking for opportunities?
Of course, undervaluation does not equal the bottom, and historical patterns are not guaranteed formulas. I tend to stay patient, control position sizes, and build positions in batches rather than trying to guess the absolute bottom.
The hardest part of investing has never been understanding the indicators, but having the courage and discipline to act when opportunities arise! As the saying goes: principles are easy to understand, but actions are hard to accomplish; this is generally true in life.The largest crypto heist in history, $6.3 billion, yet the stolen exchange's own token leads the gains. 🤔🤔
As of 22:20 (Beijing Time):
BNB $716, 24h +1.7%, rebounded 5% from the 10/30 low
BTC $78,090, +0.8%
ETH $2,271, +0.9%
SOL $95, -0.6%
Binance resumed BTC/ETH withdrawals after 14:00, claiming to have replenished 95%. Fear index still at 34.
Is this a reward safety net or an underestimation of risk?
$BNB $BTC $ETH October $BTC closed at 77430 with no Uptober! What kind of poison is hidden in PlanB's 'RSI Bull Market Theory'?
At 22:15 tonight, a deep review of today's news.
Bitcoin closed October without a big surge, instead it slipped down slowly and painfully. But PlanB came out saying that RSI has been above 50 for 3 consecutive months, signaling a bull market.
From an objective market perspective, is this self-deception?
1. RSI staying above 50 long-term: only means bulls are stubbornly holding on, exhausting energy, but failing to break previous highs. This is called "stagnant growth," not a bull market.
2. No Uptober: October's performance already shows macro funds' hesitation; liquidity has not entered on a large scale.
3. Retail investors' survival status: as others interpret, a single indicator is meaningless. When the market consolidates slightly, altcoins crash hard. In this zero-sum market, shouting about such positive signals will most likely be seen by institutions as liquidity to be taken over.
My conclusion: a bull market won't start based on one indicator, but by real money buying in. Before a volume breakout of key resistance, control your hands and don't be fooled by a "fake bull."
Do you think we can still see a big bull this year? How high does it have to go to be considered a bull?
$ETH $ZEC
#BTC持续震荡，后续走势受多重因素影响
#美联储官员释放加息信号，12月预期仍存分歧 In the first 20 minutes after Binance BTC withdrawals resumed, I went through every single on-chain transaction.
3455 BTC flowed out, sent to 1892 addresses.
72% of the addresses received less than 0.1 BTC, with a median of only 0.011 BTC, showing retail investors are really rushing.
But the largest 7 transactions were each over 100 BTC, together accounting for more than half.
Where did the big holders withdraw to? Among 53 addresses with more than 5 BTC:
About 30% went directly to Kraken, with 900 BTC consolidated within minutes.
Nearly half went to highly active high-frequency addresses, looking like institutions or OTC.
Only about 14% seemed to be their own cold wallets.
One address withdrew 51 BTC, routed through two new addresses and then returned to Binance within 10 minutes.
The few "4000 BTC transferred to unknown wallets" messages flooding the screen were actually Binance replenishing new hot withdrawal wallets from cold wallets.
After a week of shouting that big holders would move to self-custody, surprisingly very few actually did; most just switched to another exchange.Capital Flow Observation: All Three Coins Lack Increment, Don't Mistake the Rebound for a Reversal
Combining recent macro and market conditions, the Federal Reserve's rate hike signals loom overhead, and December's expectation divergence suppresses risk appetite. BTC continues to fluctuate around 77,000, with the 80,000 level lost and becoming strong resistance. Specifically: BTC spot and futures see outflows across the board, with 30-day futures net outflow exceeding 10.2 billion, leverage systemically contracting. Under the whale long-short game, spot absorption is extremely weak, and the 76,260 structural line faces a test; ETH has a slight 37.06 million spot inflow over 4 hours but continuous futures outflows, encountering resistance near the previous high of 2,270. The bullish FVG gap remains untested on the downside, and short-term trial positions cannot change the absence of mid-term funds; SOL spot selling pressure temporarily eases but leverage retreats, the 95-dollar cost line is repeatedly tested, and weak oscillation continues.
Overall, incremental funds are absent, and the rebound is merely a pullback. Options put demand is high, whales turn BTC net short, and funds contract for risk aversion. Strategically, maintain a bearish bias, avoid rushing to guess the bottom, wait for spot inflows and volume breakout before deciding, keep light positions and strictly control leverage. $BTC $ETH $ZEC After $SOL fell below the 100 mark, retail investors really held strong at the 95 level.
The proportion of long accounts stubbornly reached 76%, the whole market is full of people trying to catch a rebound.
Funding rates have turned negative, shorts would rather pay interest daily than let the price rise.
The most extreme is that the total open interest has dropped by more than 10%, indicating that big players have quietly exited long ago.
This position is really too heavy. Now 100 has directly become strong resistance. In such a thin market with short sellers paying fees and crowded longs, a slight downward spike could trigger a rapid chain reaction of stop-losses and a stampede.
#SOL
$SOL
👇$BTC Key focus next week: December rate hike divergence continues to ferment, employment data is the core focus
Federal Reserve officials' speeches (voting members prioritized)
Several voting members continue to express views, mainly watching whether they will continue to reinforce the "option to keep rate hikes on the table"; hawkish → US Treasury yields rise, suppressing gold and BTC; dovish tends to cause rebounds. Speeches can easily create short-term pulses, do not chase the news.
• JOLTS job openings: check if job demand is cooling down; if jobs remain hot = strong employment resilience, rate hike expectations rise
• ADP small nonfarm payrolls: early preview of nonfarm payrolls, reference for employment strength
• Initial jobless claims: high-frequency observation of layoff signals
• Nonfarm payrolls + unemployment rate + wages: wages are a key part of inflation; if wages rise above expectations, the probability of a December rate hike will quickly increase, bearish for risk assets
• Spot BTC ETF fund inflows and outflows (institutional real attitude)
• 10-year US Treasury yield, US dollar index (most direct linkage indicators)
• Contract leverage, long-short ratio; volatile markets easily cause spikes and liquidations
Oil price rebounds will push up inflation concerns, indirectly supporting rate hike expectations; oil price falls, risk sentiment warms.
📌 Simple trading ideas
If data collectively strong (employment + wages + PMI exceed expectations): rate hike expectations heat up, gold and BTC under pressure;
If data collectively weak: market revises down rate hike expectations, leading to rebound and recovery;
If data mixed, continue wide-range oscillation, focus on range trading.
#美联储官员释放加息信号，12月预期仍存分歧 After Friday's close, the commodity market showed a distinct divergence pattern amid intertwined macro tightening expectations and geopolitical supply chain concerns: silver faced systemic deleveraging and a breakdown plunge, copper prices were suppressed by risk aversion and declined consecutively, while natural gas exhibited an extreme divergence of "weak US, strong Europe" due to differing fundamentals between the US and Europe.
🥈 Silver: Macro tightening and liquidity squeeze lead to a breakdown plunge
Silver was the weakest performer on Friday. Driven by stronger-than-expected US Q3 GDP and a rebound in core PCE inflation fueling expectations of a Fed rate hike in December, the holding cost of non-interest-bearing assets rose sharply. Coupled with a global tech stock correction prompting some institutions to liquidate assets to cover margin calls, silver experienced concentrated long liquidations. Silver, with its high speculative nature and industrial attributes, saw its decline significantly amplified by weakening industrial demand expectations.
· Offshore trend: COMEX New York silver front-month contract plunged 3.37% to $52.22/oz. During the night and after-hours trading in Beijing early Saturday, spot silver further broke below the key psychological $50/oz level, hitting the lowest since November 24, 2025, with a cumulative monthly drop close to 18% in October.
· Onshore linkage: Domestic Shanghai silver front-month contract followed with a sharp drop, closing down over 6% in the day session, with the night session (contract 2612) decline expanding to 6.8%, and a single-day capital outflow of 1.025 billion yuan.
🔴 Copper: Profit-taking by bulls and macro pressure lead to two consecutive days of weakness
COMEX copper extended its previous day's high-level pullback on Friday. Under strong GDP and sticky inflation driving high interest rate expectations, US tech stock earnings disappointments suppressed overall risk appetite, prompting bulls to take profits from industrial metals in line with precious metals breaking down.
· Market data: On October 30, COMEX New York copper front-month contract opened at $6.5910/lb, dipped intraday to $6.4505/lb, and closed at $6.5095/lb, down $0.0930 or 1.41% from the previous settlement; settlement price was $6.4820/lb. This marked the second consecutive trading day of decline after copper fell from a two-week high on October 29, indicating a clear retreat by bulls amid increased macro risks.
🔥 Natural Gas: Divergent US-Europe trends, US weak and volatile, Europe tight supply-demand
Natural gas markets showed a clear cross-market divergence, with the US market suppressed by stable supply-demand and warm winter expectations, while the European market surged due to tight inventories and ongoing cold winter risks.
· US market (weak and volatile): NYMEX natural gas distant-month contracts showed limited volatility; contract 3001 settled slightly down $0.012 at $4.6990; mini natural gas contract 3010 settled slightly up $0.01 at $3.5300. US domestic production remains near peak levels, lacking upward momentum overall.
· European market (strong surge): Due to shipping disruptions in the Strait of Hormuz affecting summer replenishment and El Niño climate uncertainties, European natural gas inventories are only about 75%, the lowest for this period since records began in 2011. Dutch TTF December futures surged 4.9% in a day to €102.78/MWh (equivalent to $115), returning to nearly a four-year high, with a monthly gain of about 36% and a year-to-date increase of 256%.
Overall, silver and copper are in a macro suppression cycle driven by high interest rate expectations and dollar liquidity contraction. Silver follows a deep breakdown and bottom-seeking weak logic, while copper is undergoing high-level profit-taking. Natural gas continues to show a structural "weak US gas, strong European gas" pattern amid ample US inventories and tight European supplies.$FIL FIL is holding a market cap of over a billion dollars, but the entire network's real daily storage revenue is only $4.
Miners' data centers have rigid fiat expenses every day for electricity and bandwidth. The mined coins, aside from being dumped on the secondary market to pay electricity bills, have no other outlet. This creates a vicious cycle: the more the business seems to run actively on the surface, the larger the sell pressure that gets dumped.
If no new money comes in off-exchange to support the price, this purely extractive supply-demand structure is doomed to a continuous decline.
#FIL
$FIL
👇After a $6.3 billion security incident, ETFs are buying, large addresses are transferring, with two opposing directions of funds
The aftermath of a certain platform's security incident is still unfolding. BTC once dipped to 76,314, now around 77,800; ETH has rebounded to 2,268; SOL is at 95–96, having fallen below 100. The Fear & Greed Index slid from 70 at the start of the month to 36.
$BTC around 77,800. ETFs had a single-day net outflow of $643 million, the largest since June, ending a four-day streak of inflows; but at the panic bottom, about $135 million was absorbed, almost the only party taking on the sell-off.
$ETH around 2,268. ETFs have had net outflows for 23 consecutive trading days, the longest streak since listing, with a cumulative outflow of about $1.61 billion in October. However, staking volume hit a record high of 43.8 million tokens, accounting for 35.9% of supply. ETFs are selling “paper ETH,” while on-chain locking of “real ETH” continues, with 2,213 as a key support level below.
$SOL around 95–96. ETFs had a single-day net inflow of about $6.12 million, totaling $12.87 million over 7 days, the only one among the three coins still receiving funds; but about 1.223 million SOL (worth $117 million) was transferred to Coinbase Prime on the 31st.
In short: The security incident was the trigger, but the money’s choices are more honest than the price — BTC’s ETF is tugging back and forth, ETH whales are locking, SOL’s ETF is receiving while large addresses are transferring. The incremental inflow has yet to come.
#加密行业协同守护资产安全 The most revealing thing about the $XRP trade circulating this week is not the entry band but the vocabulary around it. A holder who bought the top now describes each drawdown as a geological layer: a 20% fall became "mid-term sediment," a 50% fall became "long-term value across a civilization," and the present loss became a museum piece too fragile to remove from the dig. That progression is the oldest artifact in crypto, not the newest. The setup itself is narrow. Entry is set at 1.2400 to 1.2#英特尔Q4指引不及预期，股价暴跌近30% After hours, Intel released a Q4 guidance far below expectations, closing down 28.58%, marking the largest single-day drop since 1974.
The company expects Q4 revenue of $15-16 billion and adjusted EPS of $0.25, significantly below market expectations of $17 billion and $0.43 EPS. The main drag is the continued weakness in PC demand, with management warning that the PC downturn will last at least until the first half of 2027; combined with the explosion and shutdown of the Israel Fab28 wafer fab, this incident caused a total revenue loss of $600 million, with $300 million allocated to Q4, also dragging down gross margin.
The negative news dragged down the entire chip sector, with the Philadelphia Semiconductor Index also falling sharply. The market is asking: can the next Nvidia save the day?
The fundamentals and sectors of the two companies are basically different. Intel's core is PC and general server CPUs, with the root cause of the crash being weak consumer PC cycles; Nvidia's core business is AI data center GPUs, with revenue hardly relying on PCs.
If Nvidia's earnings report and cloud providers' capital expenditures exceed expectations, it can only stabilize sentiment in the AI computing power branch, but cannot reverse the downward pressure on PC demand, making it difficult to lift the entire semiconductor sector.
Next, focus on Nvidia's earnings report and cloud capital expenditures to see if AI computing power can withstand the sector's panic selling pressure.
⚠️Personal opinion, not investment advice. #OKX, ICE, and Trade.xyz join forces to promote perpetual contracts entering the compliant US market. Simply put, OKX, the parent company of the New York Stock Exchange (ICE), and Trade.xyz have teamed up to legally operate "perpetual contracts" in the US.
The division of labor is clear: ICE handles US regulatory licensing (the toughest job), Trade.xyz provides the underlying technology, and OKX is responsible for attracting customers (using its 120 million users as a traffic source).
But this is just the beginning; the US regulatory agency (CFTC) has not yet given approval, so it's still in the planning stage.
The most important point is that even if it really happens, it definitely won't be the kind of gameplay we talked about before. Previously, people in the group would casually open high leverage positions and hold on to the end, not even knowing who the counterparty was when liquidated. In the US, there are many rules: leverage is strictly limited, identity checks are thorough, and owing money to the platform is impossible.
In short, the official authorities have taken control of the market. Want to bet $10 to win $700 or go all-in to get rich overnight? No chance. Better to be a steady, law-abiding citizen. $BTC I said, on the day $TRX was stolen at Binance @binance, how did it suddenly shoot up with a big bullish candlestick?
It turns out the hacker, before Tether froze the funds, swapped 234 million $USDT for 638 million $TRX on SunSwap.
Speaking of which, stablecoins can be frozen, but can't $TRX be frozen?
If it can't be frozen, having such a huge amount hanging overhead is a bit risky.Smart money with a cost basis of 3.77 in $VVV is selling again; if they sell all, they are expected to make about $11.79 million 😂
One address with a low cost basis of about $3.77 moved coins to an exchange again after about 19 days. In roughly 3 hours, about 100,000 $VVV were deposited into Coinbase, valued at about $2.32 million. Since June 2026, it is suspected that about $14.28 million worth of tokens have been sold. Currently, about 663,400 tokens have been moved to the exchange, with an average deposit price of about $21.53. Calculating profit based on this average price and cost, selling could yield about $11.786 million, a return of about 471.2%.
The perpetual contract on OKEx is currently around 23.23, up about 3.59% in 24 hours, with a trading volume of about $15.54 million. The cost basis is near the floor, yet it’s still climbing. It makes me envious; these kinds of trades just get better the more they sell.
Those who bought at low cost are slowly selling, while buyers are still waiting for even lower prices. This kind of accounting is often the most painful in the crypto world.
For beginners, it’s recommended to watch more and trade less; when buying coins, only buy $BTCApple itself also fell 1.2% on Friday, but still managed to take back the global No.1 spot from Nvidia.
It closed at $344.63 on Friday, having dipped to $334.35 intraday, then recovered most of the losses by the close.
Its market cap is calculated at $5.03 trillion, while Nvidia fell 4.2% that day to $204.64, with a market cap of $4.93 trillion, a difference of about $100 billion between them.
This is the first time since the end of July that Apple has reclaimed the top spot, having risen about 27% this year.
Honestly, this No.1 position feels a bit like a "misery contest."
It's not that Apple suddenly surged, but AI stocks fell even harder; Intel crashed 28.58% on Friday, and the market is starting to doubt when the AI money will actually be made.
I'm holding off for now, waiting for Apple's earnings report after the market closes on Monday.
Only if it stands back at $348.91, which was the closing price on October 29, will I feel relieved.
If it falls below $334.35, the intraday low on Friday, the claim of a bottom in this round will be invalid.
The change of the throne itself is not important; what matters is that the market has already started voting with its feet. $AAPL $NVDA $INTC
#苹果新CEO迎来iPhone18首份成绩单