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$CORE Core's market situation is quite ironic.
There were 34,000 transactions in one day, but the total DEX trading volume was less than $150, and the daily fees were just over $1.
The chain is moving fast, but it's purely empty turnover to inflate the data. The buy-side depth has long been exhausted, and there’s basically no one taking orders below.
If any tokens leak down from above, they can easily break through the buy orders. This kind of trend without any capital support means even a little selling pressure is a bottomless pit.
#CORE
$CORE
👇ETF saw an outflow of $399 million in one day, Binance experienced a net withdrawal of $4.72 billion within two days of resuming withdrawals, and Bitcoin still failed to hold $77,000.
On Monday, the US spot Bitcoin ETF had a net outflow of $399 million, marking the second consecutive day of outflows.
BlackRock alone saw an outflow of $405 million, the largest single-day outflow since June, exceeding the total market net outflow.
On the same side, Binance had a net outflow of $4.72 billion after resuming withdrawals on Sunday, accounting for about 3% of the platform's assets, but at the same time, $2.7 billion flowed back in, and withdrawal volume has been declining.
Bitcoin briefly dropped to $76,300 during the session, with a 24-hour total liquidation of $383 million across the network, a sharp increase of 171% compared to the previous day.
Money is flowing out, prices are dipping, but it hasn't reached a panic sell-off stage; outflows account for only 3%, so it's not a bank run.
I think this round is a normal bleed during a trust repair period, not the start of a new crash. Observe without chasing or catching falling knives.
Invalidation point: If the ETF has consecutive outflows for two more days with single-day outflows exceeding $500 million, or if Bitcoin breaks below $75,000 on high volume, this judgment is void.
Which do you think will stop bleeding first, the ETF or Binance withdrawals?
$BTC $IBIT
#BitcoinETF single-day outflow of $399 million #BTC现货ETF三日流出近4.5亿美元 The US stock market can now trade perpetuals, and it's a compliant entry.
This time, the CFTC didn't approve it by voting; it automatically passes after a 45-day review window.
Only exchanges registered with both the CFTC and the SEC can list them.
Kalshi's application on September 18 listed 58 contracts, including Apple, Tesla, Nvidia, and Microsoft.
Previously, these products were only available on overseas platforms; now they've moved into the US regulatory sphere.
The highlight isn't just the addition of a new product but that the perpetuals, a crypto-style trading method, have officially entered US stock market rules.
Regarding margin, don't just look at the low threshold; Kalshi requires a 15.5% margin to hold positions and will automatically liquidate during sharp drops.
#CFTC #Kalshi #Perpetuals🚀 $ETH SURGES INTO 2,300 ZONE – LEVERAGE PLAY ON FIRE! 🟢
Entry: 2,287-2,294 ⚡
Target: 2,319 / 2,445 🚀
Stop Loss: 2,150 ⚠️
📊 Smart money has been gobbling liquidity around the 2,280‑2,300 band, and sellers are finally flashing red. 🦈 The order flow on the 4H shows a clean break, with volume spiking as bulls flip the script. ⚡ With 70× leverage, the upside can rocket if the next wave holds. $MEW is coiling up tightly near major support for an explosive recovery.
Smart money is absorbing the dip with strong buying conviction.
Buy Zone
0.0003720 - 0.0003848
Ep
0.0003760 - 0.0003841
Tp
0.0004100
0.0004400
0.0004750
Sl
0.0003600
Selling momentum has completely stalled out at the demand zone. Expect a rapid bullish impulse to ignite shortly.
Let's go $MEW
#OKXOrbitTopics . 【Binance Net Inflow Turns Positive: +$2.3 Billion】
On November 3, Binance's 24-hour net inflow turned positive to +$2.3 billion—on the third day after withdrawal resumption, deposits began to flow back, reversing the massive outflow from the previous day. During the same period, OKX recorded a net inflow of $445 million (it had been the main recipient in the previous days). Why it matters: This is the first hard indicator of "trust repair" since the Binance incident. The narrative for the previous three days was "$5.8 billion outflow, stress test"; turning positive means some of the withdrawn funds have started to return. The real recovery curve will take weeks, but the appearance of this turning point is more convincing than any official statement.$HMSTR is charging forward with unstoppable green momentum.
Price action is breaking through key local hurdles cleanly.
Buy Zone
0.0001320 - 0.0001374[span_13](start_span)[span_13](end_span)
Ep
0.0001340 - 0.0001371[span_14](start_span)[span_14](end_span)
Tp
0.0001460
0.0001550
0.0001660
Sl
0.0001270
The order book shows heavy demand stacking up underneath the current price. Continuation higher is heavily favored.
Let's go $HMSTR
#OKXOrbitTopics . $xAAPL Negative news: Apple itself says memory costs will continue to rise, holiday season gross margin will be pressured
Apple's stock fell 3.9% pre-market after earnings, the company warned that memory chip costs will keep increasing, putting pressure on holiday season gross margins
iPhone sales are a highlight, but Greater China revenue fell short of expectations, growth could not offset cost pressures
OKX XAAPL reported $331.52, down 2.67% in 24 hours, intraday dropped from 347.08 down to 322.03
Nasdaq 100 closed Monday more than 10% below its all-time high, entering a correction zone, big tech AI spending returns are being reassessed, and Apple's gross margin guidance hits this critical point.
#苹果Q4营收超预期，下季度毛利率指引承压 CRV is now at 0.2643, having fallen below the MA200.
This doesn't look like a sentiment-driven sell-off; it seems to be driven by fundamentals.
Down 20.4% in 7 days, down 28.5% in 30 days.
Down 98.3% from the all-time high.
All moving averages are overhead.
MA200 is 0.2692, and the price is below it.
MA20 is 0.3348, MA50 is 0.3477.
At first, I thought a 28% drop would trigger a rebound, but after checking TVL, I changed my mind.
Curve's TVL is currently 1.088 billion.
7 days ago it was 1.167 billion, down 6.8%.
30 days ago it was 1.295 billion, down 15.9%.
One year ago it was 2.208 billion, down more than half.
The key point is this: price is falling, and TVL is also falling.
This is not just a shift in token holders; money is actually withdrawing from the protocol.
There is a figure for valuation.
Market cap is 418 million, TVL is 1.088 billion, ratio is 0.38.
Looking at the ratio alone, it’s not expensive.
But the denominator is shrinking.
TVL has been halved, so this ratio is passively becoming cheaper.
So I look at two things for the direction.
Whether TVL has stopped falling.
Whether fees can hold: 2.13 million in 7 days, about 300k daily on average.
Do you think Curve is at a cyclical bottom, or has it been replaced by more efficient stablecoin venues? $CRV #AppleQ4MarginPressure Are the U.S. midterm elections definitely bullish for Bitcoin? Historical data might not be that straightforward.
- U.S. Stocks: Since 1950, after 19 U.S. midterm elections, the S&P 500 has risen one year later, with an average increase of 15.1%. However, the largest pre-election drawdown this year was only about 9%, far below the historical median of 16%, indicating a different market starting point. $BNB Sun Ge strikes again, really high.
Everyone is saying Sun Ge overnight pledged TRX, minted USDD, and scraped together 140 million to pump into Binance.
Do you think he just wanted to grab the 10% cashback after Binance was hacked, simply to earn interest?
Wrong, he first safely stored his own money in Binance, then went back to Huobi to launch a 10% promotion to attract users to deposit money.
The funds users deposit, he doesn’t need to put up principal for, the interest is just supplemented by Binance.
His principal is lying with the counterparty earning interest, your principal is being used by him as deposited funds.
This is what real “attracting deposits without spending your own money” looks like 😂Funding rate 0.01%, looks like a small fraction, but many beginners get worn down slowly by this “small fraction.”
Tonight on OKX, the funding rate for $BTC perpetual contracts is 0.01%, settled every 8 hours, with BTC price around 77,000 USD. Let's do the math: at this rate, opening a 10,000 U long position means paying 1 U every 8 hours, 3 U per day, about 90 U per month. If you use 10x leverage, the margin is only 1,000 U, and the funding fees alone eat up 9% of the margin in a month. Even if the price doesn’t move a cent, you’ve already lost.
A few points that are easy to confuse:
· The rate is calculated based on position value, not margin; the higher the leverage, the more expensive it is relative to margin;
· Positive rate means longs pay shorts, negative rate is the opposite; this money is not taken by the exchange;
· Fees are only paid if you hold the position at the settlement moment; the rate changes every period and is not fixed.
My view: 0.01% is a neutral level, it doesn’t indicate whether the price will rise or fall. But if you plan to hold contracts for weeks, you should consider it as a holding cost, not just focus on the opening fee.
Do you check the funding rate before opening a contract? November fear could become the catalyst for Bitcoin's next rally. Historically, midterm election uncertainty has created periods of panic that turned into attractive $BTC accumulation opportunities. Bitcoin may have already established a cycle bottom around $58,000 in June, with this cycle showing less downside compared to previous midterm years. However, more volatility and uncertainty could still be ahead. If you're investing with a 2–3 year outlook, periods of extreme fear may present opportBitcoin Drops Below $77,000 as ETF Outflows Shake Market
Bitcoin ($BTC) fell below $77,000, hitting around $76,300 as investors pulled money from Bitcoin ETFs. US spot Bitcoin ETFs recorded nearly $399 million in outflows on November 2, adding pressure to the market. Traders are now watching whether Bitcoin can recover or face further losses.
#Bitcoin #BTC #Crypto #BitcoinETF #CryptoMarket#AMD财报前瞻：HeliosAI系统商业化进展 The real determinant of AMD's valuation ceiling in this earnings report is whether Helios AI can move from concept to orders, rather than just whether revenue exceeds expectations. If management can provide clear customer deployments, delivery schedules, and revenue recognition, the AI narrative has a chance to be repriced; if there is only a roadmap without commercialization evidence, any post-earnings rebound will be hard to sustain. Currently, the YES position is slightly down 1.17%, and what I am waiting for is the earnings report to turn the “story” into “numbers”. $SOL continues to show strong ecosystem development, especially in the Real-World Asset (RWA) sector and overall network activity. However, this growth still needs to translate into consistent demand for the token itself. Meanwhile, the upcoming US midterm elections are introducing additional uncertainty around policy and regulation, potentially keeping market volatility elevated. At this stage, Solana’s fundamentals appear stronger than overall market sentiment. What the market needs next is a[The US and Iran negotiate while exchanging fire, $100 oil price begins trading on ceasefire expectations]
Trump threatens that if necessary, he won't hesitate to cause Iranian casualties, while the US military launches limited strikes on Iran's Qeshm Island; meanwhile, Qatar is pushing both sides to review plans to end the conflict. Oil prices initially fell, with Brent $BZ retreating to around $100, as the market clearly starts betting on a cooling of tensions.
The core of this decline is the expectation of the Strait of Hormuz reopening. Once the US lifts the blockade and Iran resumes shipping, the risk premium on crude supply will be squeezed out, and the oil price buildup caused by the war will naturally be given back. This is positive news for energy-importing countries and global inflation.
However, it is still too early to declare the war over. Qatar confirmed that both sides are still reviewing mediation plans, but Iranian officials told Reuters that there is still a significant gap before a US-Iran agreement; nuclear issues, sanctions, and control of the strait remain tough challenges.
In the short term, oil prices continue to face pressure from ceasefire expectations, but the $100 level will see repeated tug-of-war. Prices fall when negotiations progress and rebound when military conflict escalates. Going forward, the real factor determining oil price direction will not be Trump's tough rhetoric, but whether the Strait of Hormuz can restore stable navigation.SanDisk surged 5% at the open.
But the earnings report isn't today's event.
The earnings report was released after the market closed on October 29, and the data looks great.
Revenue was 11.03 billion, expected 10.68 billion.
Adjusted EPS was 49.51, expected 46.27.
Data center revenue was 4.8 billion, up 61% quarter-over-quarter.
Gross margin was 85.1%, higher than last quarter.
They also announced a 1-for-8 stock split on November 19.
Then it dropped 5.32% that day, and another 3.8% after hours.
So today's rally has nothing to do with the earnings report; it's driven by the sector.
SK Hynix was +7.79% pre-market, Micron +3%, SanDisk +4.73%.
There's a figure going around: the combined Q3 operating profit of the five major storage manufacturers exceeded that of the five major U.S. tech giants, up 10 times year-over-year.
Even more contrasting was yesterday: Kioxia dropped nearly 15%, a six-month low.
U.S. storage stocks didn't follow at all.
At first glance, I also thought these numbers would lead to a higher open, but the stock fell on the earnings day.
The token surged to 1,155.64 after the open, 8% higher than the overnight low.
Trading volume in the first hour was 270,000 lots, 2.5 times that of the previous hour.
The market isn't buying this performance; it's buying into the fact that "storage prices are still rising."
Is this storage rally a real cycle change, or has AI prematurely priced in the valuation? $SNDK Chainlink has expanded its low-latency data streams to cover the five major Asia-Pacific core stock markets: Mainland China, Japan, South Korea, Taiwan, and Hong Kong, and has taken the lead in launching on leading protocols such as Jupiter, Lighter, and Predict.
Leveraging Solana's high throughput, after introducing Asia-Pacific stock data, Jupiter Perps is very likely to launch on-chain perpetual contracts for core tech stocks in Japan, South Korea, and Taiwan, directly meeting the high-leverage trading demands of Asian retail investors.
Lighter has demonstrated that the on-chain CLOB model is capable of supporting traditional stock-level high-frequency market making.
In addition to directly going long/short on stock prices, Predict's stock data streams can provide decentralized automatic settlement sources for earnings season speculation, index point forecasting, and macroeconomic event hedging.
In the past, in the low-latency Pull oracle field, Pyth Network occupied a large share of the Perp DEX market due to its first-mover advantage in Solana's ecosystem and high-frequency pricing for US stocks/forex. Chainlink's direct entry into core platforms like Jupiter with stock market data from five Asia-Pacific regions is not only a positive counterattack in the high-frequency derivatives oracle market but will also convert fees generated by high-frequency trading directly into real revenue for the Chainlink network through per-call billing, revenue sharing, and the SVR mechanism.
$LINK #Perspectives of Palantir's financial report: can strong growth justify a high valuation salutePreviously, perpetual contracts were criticized as offshore gambling, but now the CFTC has directly approved Perp for US stock individual shares.
Back then, the old money scoffed at the mechanism of no delivery and hard pegging through funding rates, but now they've directly brought this system into US stock individual shares.
Once compliant individual stock perpetuals launch, with funding rates and liquidation bots entering the scene, how can the traditional rule of weekend market closure still hold? Who is assimilating whom after all? 📈
$BTC
$ETH $IRYS IRYS's rebound looks impressive, but the order book is actually extremely weak.
The price was forcibly pushed up by 64.8%, but the trading volume shrank by 85.2%.
It's clear the main players never intended to take the goods; they just pushed up a couple of orders because the order book was too thin.
The buy side has long dried up; above are all trapped positions.
This kind of volume-less forced rise will fall back the same way as soon as there's any selling pressure.
#IRYS
$IRYS
👇Seeing a large order, I also get tempted first. Core Trader 90 opened a long HYPE position with 10x leverage, with a notional value of about $171,600.
I'm more concerned about the leverage: a roughly 10% adverse move could approach liquidation, depending on the margin situation. The party involved might fear missing out, but onlookers tend to take large positions as bullish evidence and selectively focus on positive news, which is confirmation bias.
This trade hasn't concluded yet. I remind myself: don't take someone else's risk exposure as a source of your own confidence.🚨 WALL STREET IS STACKING BITCOIN — IS THIS A BIGGER SIGNAL THAN WE THINK? 🏦₿
While the market stays under pressure, corporate giants are still adding to their Bitcoin bags.
Strategy and Strive have purchased another 934 BTC worth $72.6M, strengthening Bitcoin’s place in corporate treasury strategies.
Here’s what matters: Every BTC absorbed by long-term holders means less supply available for the market. 👀
#Bitcoin #StrategyBuys811BTC #CryptoMarket #InstitutionalAdoption
#DailyOrbit ZEC gave the believers a lesson again today! OKX spot dropped nearly 6% in 24 hours, with the price back around $1170. We were just discussing the value of privacy coins recently, and now with a single bearish candle, I guess many people are starting to question their lives again. I've always thought some people in Orbit are really interesting. When prices rise, they talk about technological revolution; when prices fall, they talk about long-termism; once trapped, they start researching faith! ZEC's privacy technology is valuable, I don't deny that. But valuable technology doesn't mean it's reasonable to pay any amount of money for it! Don't confuse a good project with a good price, and don't mistake being trapped for long-term investment! 🔥 Holders of ZEC in the comments, speak up! Were you trapped at a high price this time, or are you preparing to buy the dip? I want to hear how the truly profitable people operate. Also welcome those who lost money to share their experiences, so the comment section isn't just full of profit screenshots! Let's discuss together! $ZEC #ZEC hits new highs again, valuation re-evaluation draws attention Good earnings report, but the stock price still falls
$AAPL's earnings report exceeded expectations, yet the stock price did not follow.
Many people's first reaction is that the market didn't understand this earnings report.
What others think: The profit is there, so the stock price drop is an overreaction.
What the market thinks: It's not buying how much is earned now. $xV is offering a prime accumulation window after dipping into strong support.
Buyers are stepping in to build positions ahead of the next reversal.
Buy Zone
410.00 - 419.66
EP
412.00 - 418.93
TP
435.00
455.00
480.00
SL
398.00
Downside pressure is exhausting completely as the price holds firm on local higher lows. A sharp upward expansion is brewing.
Let's go $xV
#OKXOrbitTopics . In October, $BTC initially surged but gradually weakened, falling 7.34% for the month and retreating to a key cost zone by month-end, testing the market's absorption capacity. This pullback was influenced both by external financial conditions and changes in crypto market capital and chip structure. We regard this as a normal validation during the repair phase.
On the macro side, imported inflation continued to rise, and the marginal cooling of the labor market was insufficient to prompt a policy shift toward easing. Geopolitical risks and energy price trends keep inflation outlook highly uncertain. The Federal Reserve held interest rates steady, while the market continued to price in the possibility of further hikes; "higher for longer" interest rates constrain global asset allocation. U.S. Treasury yields declined throughout the month, but stocks and gold came under pressure at month-end, indicating that the marginal decline in risk-free rates is insufficient to offset uncertainties in earnings, policy, and liquidity.
Capital flows shifted from a net inflow of $5.467 billion in September to a net outflow of $8.584 billion in October; long-term investors transferred about 119,200 BTC to exchanges, a 13.08% month-on-month increase. The weakening purchasing power combined with selling of old chips made supply difficult to absorb steadily, resulting in a decline to achieve rebalancing.
Based on the EMC Labs BTC cycle judgment model, we maintain that BTC has started a new cycle and is currently in the "repair phase." We view October's pullback as a normal stress test within this repair phase. Under a macro tightening backdrop, such tests may recur, and markets often regain strong upward momentum after completion. $HBTC vs $BTC: Similarities and Differences ₿
Similarities ✅
1️⃣ Total supply capped at 21 million coins, enforced arithmetically, no inflation
2️⃣ Block + halving mechanism: one block every 10 minutes, production halves periodically
3️⃣ Issuance completed in about 6 years: Bitcoin halves every 4 years, HBTC compresses this to 30 days
Differences 🔀
🔸 Speed ×48: BTC halves once every 4 years, HBTC halves every 30 days
🔸 Mining method: BTC consumes electricity + mining rigs, HBTC uses transaction fees as "hash power" (Proof-of-Swap)
🔸 Cost recycling: BTC electricity fees go to external parties, HBTC fees recycle back into the protocol forming a seven-layer buyback wall
🔸 Distribution: BTC coins go to miners, HBTC relies on "buy to mine," no mining on sell
🔸 Authority: HBTC has no owner, no admin keys, no upgrade entry; genesis 350,000 coins locked in pool with no withdrawal function
In short: HBTC is Bitcoin at 48 times the speed, but replaces "mining" with "buying," and "trust" with "arithmetic" 🧮
$ETH is its soil and wallet, $BTC is its soul and skeleton$xAAOI is showing massive bullish strength and ready for a breakout.
Structure is holding solid above key support.
Buy Zone
65.00 - 66.36
EP
65.50 - 66.24
TP
68.00
70.50
73.00
SL
63.80
Momentum is building rapidly with aggressive buyers stepping in at current levels. Continuation toward higher targets looks locked in.
Let's go $xAAOI
#OKXOrbitTopics . 🔥 Is $UNI a good buy-the-dip opportunity now? Let me share my live trading thoughts.
My previous prediction was clear: the panic caused by the Binance hack would push UNI to retest the low of 6.25 set on 10.29.
The data has come in over the past two days: Uniswap's trading volume and holder income have both sharply declined, returning to normal levels before the black swan event. The short-term trading heat generated by the incident has completely cooled off, emotion-driven buying has dissipated, and the price has weakened and corrected as expected.
But there is a fundamental positive that many people tend to overlook: the protocol fees generated during the panic have been permanently burned through the destruction mechanism, effectively shrinking the circulating token supply. Although the short-term heat is gone, this improvement in the supply-demand structure is locked in and will not disappear.
So my judgment is: 6.25 is the first key support; even if bears break it, 5.8 is the next strong support level worth closely watching.
I have already taken action: placing spot buy orders in batches within the 6.3–6.9 range.
However, one thing I absolutely cannot be careless about: the mid-term adjustment of $BTC has not yet confirmed its end. If the market continues to drop, UNI will find it difficult to have an independent rally, and the risk of a correlated pullback is right in front of us.
Regarding position sizing, I have left enough room and currently have only taken 50% of my planned position. After the Bitcoin adjustment signal lands and stabilizes, I will opportunistically add the remaining position.
This is not a blind all-in opportunity; it is a phased, defensive layout window.[BlackRock Transfers $700 Million to Coinbase, ETF Redemption Pressure Begins to Show On-Chain]
72,444 $BTC and 63,600 $ETH, totaling approximately $702 million, were transferred to Coinbase Prime from BlackRock ETF-related addresses within one hour. This scale can no longer be seen as ordinary wallet rebalancing, especially as the market is currently in a phase of capital withdrawal.
On November 2, the U.S. spot BTC ETF saw a net outflow of about $399 million, with BlackRock's IBIT single-day outflow around $405 million; the ETH ETF also had a net outflow of about $140 million, mostly from ETHA. BTC experienced ETF net outflows exceeding $1 billion for two consecutive trading days, indicating a clear cooling of institutional buying.
Coinbase Prime is a channel for institutional trading and custody; after assets are transferred in, they may be used for redemption settlement and subsequent sales. If sales are executed, short-term spot supply will increase. Currently, BTC has fallen below $77,000, and ETH hovers around $2,250, with the market already lacking strong support.
I tend to view this transfer as an on-chain signal of ETF redemption pressure, bearish in the short term. It does not yet prove that the entire $700 million has been dumped into the market, but combined with continuous net outflows, there is real data supporting institutional capital withdrawal. If BlackRock's holdings continue to decline, any rebound will more easily turn into a selling opportunity.$SPY Can employment data and midterm elections reprice US stock market risk? Both JOLTS and election outcomes may impact growth, policy, and interest rate expectations, with the market switching between macro data and corporate earnings. If employment cools but does not weaken and policy uncertainty eases, broad risk assets could benefit. The downside is that an overly strong labor market could push rates higher or political uncertainty could be prolonged; if earnings expectations are revised down simultaneously, indices will come under pressure. Observe the combination of the yield curve, market breadth, and earnings expectations, and avoid betting on a single event direction. When further confirmation occurs, I will separate market expectations, income realization, and cash flow quality; only if at least two of these remain aligned over multiple subsequent reporting periods will I adjust the medium-term view. If there is only a one-time message or single-quarter fluctuation, valuation recovery still needs to be verified. Binance admitted one thing: an employee was phished during a fake job interview, and crypto assets were stolen.
The method was not sophisticated. The attacker posed as a headhunter or hiring manager, first discussing job fit, then scheduling a video interview, and finally sending "interview materials" and "work tests." When the employee opened these on their own computer, the device was compromised.
Notably, the disclosure boundaries are limited. No amounts, no coin types, no number of employees involved, and no duration of the attack were mentioned. It’s also unclear whether user assets were affected or if the attack has been stopped. Everyone only has the same skeleton: fake recruitment, fake interview, employee device.
This is interesting. Over the years, Binance has invested heavily in matching engines, cold wallets, and multisignature setups, which are industry-recognized and have strong defenses. But this breach was neither in the engine nor the cold wallet—it was on the employee’s computer. System architecture can be designed with zero trust, but people and processes rely only on training and policies. A seemingly normal video interview just bypassed the default setting of "it's normal for strangers to contact me."
On a broader scale, this is an old problem with remote work and BYOD. Work accounts, internal notifications, and personal social apps all crowd the same screen. Attackers don’t need to break into any system; they just need to make the employee think "it’s okay to take a quick look at the materials."
The real question isn’t how much Binance lost, but when attackers stop targeting servers and start targeting the person sitting in front of the server, how many layers of defense remain?#苹果Q4营收超预期，下季度毛利率指引承压 Recently, storage prices have risen significantly. Although Apple’s revenue exceeded expectations, due to rising costs, gross margin has declined, and the profit pressure for the next quarter remains high 11.3 US Gold Thought Process
Considering the geopolitical situation, the deadlock in US-Iran negotiations and ongoing military friction have brought substantial safe-haven demand to the market, providing fundamental support for gold prices. $XAU has won all eight intraday battles, successfully pocketing over 100,000 dollars!
Returning to the four-hour chart, gold prices are currently in the pullback confirmation phase after a rally. Observing recent candlestick performance, momentum clearly weakens during price retracements, often accompanied by long lower shadows, indicating that at relatively low levels, the bulls' support is very firm, and each pullback is consolidating the bottom support. Although there has been some degree of decline after resistance above, the overall highs and lows still maintain an upward shift in focus, with bearish momentum greatly depleted, and the market is completing a phase of accumulation and transition. In terms of trading, it is advisable to follow the rebound structure, relying on the support area below to buy on dips, with the upper rebound space worth looking forward to, just maintain proper defense.
$XAUT Pullback: around 3930-3920, target: above 3960!
#美国中期选举在即，哪些结果值得关注？ A large amount of Bitcoin cost is concentrated between $81,000 and $85,500, meaning that a rebound entering this $81,000/$85,500 range may encounter a batch of positions waiting to be freed, which implies particularly heavy selling pressure, forming a strong resistance level! The $81,500 above is a previously dense transaction area, and the pressure here still needs to be verified by actual transactions. Without stabilizing above $81,500, no bullish outlook! Strong support below is at $75,500; if the price continues to fall below this, there is a high probability of a large amount of stop-loss selling. I analyze this round as a weak rebound first; if $81,500 is not held, I do not confirm a reversal to bullish, and once $75,500 is broken, beware of a second dip. If the positions waiting to be freed above cannot be absorbed, this rebound may turn into the next batch's trapped range. The same applies to Ethereum.$BTC is up 0.65%, with $506.75M volume shown. I'm seeing positive momentum, and the volume makes this move worth watching. I want buyers to defend the breakout area and establish a higher low before taking a long.
OKX Signal: LONG (Conditional)
Entry: 77,308.1
SL: 76,535.0
TP1: 78,081.2
TP2: 78,854.3
TP3: 79,627.3
Confirmation: Breakout retest with sustained buying volume.The next bull market might actually be the toughest time for many veteran retail investors.
In previous bear markets, when people lost money, they could still comfort each other since the whole market was down. But the next cycle might be even harder for many: BTC goes up, but your altcoins don’t move; ETH rebounds, yet your holdings keep hitting new lows. By the time your sector finally gets its turn, the funds may have already shifted to the next hot trend. The most painful thing isn’t missing the bull market, but that the bull market clearly arrives and your account shows no change.
I’m not bearish on the crypto industry. Blockchain is still developing, institutions are entering, and there are still opportunities ahead. But a better industry doesn’t mean every coin will rise, nor does it guarantee retail investors will make money.
In the past, with fewer projects and concentrated funds, when a hot trend emerged, many altcoins would rise along with it. Now, new projects keep appearing, tokens keep unlocking, but market attention and funds don’t grow infinitely. Once funds are dispersed, old projects may no longer have enough buying power to support trapped positions.
So, don’t keep thinking that just surviving the bear market means you’ll definitely break even in the bull market. Using old logic to wait for the next cycle will likely only bring another disappointment.
What you really need to think through in the next cycle isn’t when the bull market will come, but whether there are still funds willing to buy your holdings. Some people don’t lose in the bear market, but only realize in the bull market that after holding for years, they’re just watching others profit. #美国中期选举在即，哪些结果值得关注？ 🚨 $640M FLEEING BITCOIN ETFs — IS A BIGGER DROP COMING?
Bitcoin is facing a serious liquidity test, and the pressure is building. 📉
Around $640M in spot BTC ETF outflows has raised fresh concerns, while buying support below $78K appears increasingly weak.
⚠️ If sellers push harder, even a small breakdown could trigger a wave of long liquidations and send BTC lower.
Will buyers step in to defend $78K, or are we about to witness another painful drop? 👀
#Bitcoin #CryptoMarket
#DailyOrbit Wow! 🫢 In the past three midterm elections, $BTC has plummeted!
Here is Bitcoin's performance after the last 3 midterm elections:
2014: Lost control of both chambers, bottomed around $171 within 71 days, a drop of -48%
2018: Lost control of the House, bottomed around $3200 within 39 days, a drop of -50%
2022: Lost control of the House, bottomed around $15500 within 13 days, a drop of -16%
Prediction market data shows the probability of Democrats taking the House surged from 92% to 95%, and the probability of Democrats taking the Senate is 72% #USMidtermsAreComing, which outcomes are worth watching?
It seems losing the House is a done deal 🤔️, just worried about losing both chambers! Why was Binance hacked, but the ones that died were other small and medium exchanges? 1. First, look at Binance's net inflow data in the days after the hack (Figure 1) 1030, the day of the hack, net outflow of 6.3 billion, this data matches 1101, the first day of withdrawal reopening, net outflow greater than 6.2 billion (top 50 coins) 1102, the second day of withdrawal reopening, net outflow greater than 2.6 billion (top 50 coins) 1103, the third day of withdrawal reopening, net inflow of 3.3 billion (the 3rd is not over yet, top 50 coins) The outflow in the first two days of withdrawal reopening is estimated to be close to the 10 billion level, which is also epic, equivalent to an FTX, equivalent to at least 10 small and medium exchanges now. The coins withdrawn are mainly stablecoins. Some funds without faith in the industry probably won't return in the short term. On the third day, Binance's fund inflow turned positive, showing confidence in Binance. Binance has passed the risk of a bank run but liquidity is still tight and must quickly restore 100% reserve proof. I see even UNI has not reopened withdrawals. Therefore, it is inferred that from 1030 to 1102, all exchanges were likely experiencing fund outflows, not just Binance. Based on my previous experience working at exchanges, this is typical. Such an epic-level hack affects the confidence of the entire industry. Although Binance can avoid a bank run, the fear of withdrawal suspension, I believe, always looms in everyone's mind. Some small and medium exchanges will have even more severe outflows. 2. Accelerated outflow of stablecoins (Figures 2 and 3) Starting from 1030, stablecoins clearly accelerated outflows. In just four days, USDC and USDT decreased by 3 billion, and$BCH is attempting to build a recovery after defending $272.67. Price has moved back toward $276.60, but resistance around $277.50 remains important.
Entry: $275.50-$276.00 (Long)
SL: $274.50
TP1: $277.50
TP2: $279.28
TP3: $282.00
Momentum context: Gradual bullish recovery, but buyers need to reclaim $277.50 convincingly.
Conviction: MediumThis morning I saw someone say "building positions in batches equals stability," and I almost spat out my coffee laughing. Can batching really save you? From my own observation, many people treat "buying slowly" as a talisman, but end up increasing their positions while their cost basis barely drops, quietly enlarging their risk exposure. The original author's line "accumulating is for a lower cost, not for certainty, but ultimately making money depends on certainty" actually hits on a neglected point: batching is just rhythm management, not risk exemption. Watching BTC grind repeatedly around 76, cautious people wait for the 75 range; this range itself is nothing special, what's special is what the market is trading. People say they are waiting for a pullback, but in reality, they are waiting for a "sense of confirmation" before getting on board. This psychology turns a real breakdown and retest into a more effective window for adding positions, rather than a preemptive ambush. The original text says it's worth adding only after a trendline breakout and retest, a logic I agree with, because certainty at that moment is more valuable than "cheap price." MSTR returning to a noteworthy level is an extension of the same idea. The ETH line is clearer: you can adjust, but don't lose 2200. If it falls below and doesn't recover quickly, then step aside and watch. This is not bearishness, it's risk management. On the altcoin side, HYPE retesting an interesting level and price standing above the Vegas channel, the original text says to correspondingly add positions. I understand this as using "structure still intact" to justify "position adjustments," not mindless averaging down. The more bullish path is: BTC holds the range, ETH doesn't break 2200, HY $DOGE has bounced strongly from $0.07312 and reclaimed $0.075. However, the rejection wick near $0.07560 shows sellers are still active.
Entry: $0.07470-$0.07490 (Long)
SL: $0.07420
TP1: $0.07550
TP2: $0.07560
TP3: $0.07600
Momentum context: Buyers have the short-term advantage, but a clean breakout above $0.07560 is needed.
Conviction: Medium $BTC is attempting a recovery after bouncing from $76,360. Buyers have pushed price toward $77,450, but the broader hourly structure still needs confirmation.
Entry: $77,250-$77,400 (Long)
SL: $76,950
TP1: $77,700
TP2: $78,000
TP3: $78,400
Momentum context: Short-term bullish recovery. $77,600 is the next important resistance.
Conviction: Medium$SUI This wave of unlocking dumped 39 million USD, but the market didn't even ripple.
Bears are losing interest every day and holding on desperately, with not much circulating chips in hand, they can't even find places to borrow coins to dump. The spot buy orders at 0.9 below are swallowed up in one gulp, giving no chance for a breakdown below. This market is solid.
#SUI
$SUI
👇🚨 BTC & ETH ARE BOUNCING — BUT DON'T CALL IT A REVERSAL JUST YET!
The market is showing some green, but the buying strength still looks weak. 📊
🟠 BTC: $78,426 (+1.02%) 🔵 ETH: $2,292 (+1.25%)
Both are still down over the past 7 days. BTC remains near the lower end of its weekly range, while ETH is showing slightly better relative strength.
⚠️ For now, this looks more like a relief bounce than a confirmed trend reversal.
#CryptoMarket #Bitcoin #Ethereum #加密行业协同守护资产安全
#DailyOrbit Apple's earnings exceeded expectations, yet it still dropped 4% pre-market. I'm not surprised at all.
The market nowadays doesn't care how much you earned last quarter; it only cares whether you can control costs going forward. Apple said holiday season gross margin is only 45%-46%, and memory prices are still rising. This statement is far more important than beating revenue expectations.
Palantir is the same. Revenue rose 96% year-over-year, but it still fell about 7% pre-market because the growth of new contracts slowed.
My view: The Nasdaq 100 has already pulled back 10% from its high. AI stocks are being repriced; one or two good earnings reports can't save them. Tonight there are election results and AMD's earnings report. I won't add positions for now; I'll wait for tomorrow's direction.
After-hours for AMD tonight, are you betting up or down?
This does not constitute investment advice
#AI巨头债券利差飙升：投资风险还是抄底良机 #USStocks #Earnings #AI$BEAT: Weekly burns continue (latest about 1.25 million), but team/advisor unlocks have started gradually since November, with large releases in December. Supply pressure exceeds burns, so without positive macro news, my personal feeling is still bearish.
In the short term, expect volatility; watch closely the reactions at 0.0985 and 0.1034, with bearish fuel above.