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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 $15500 within 13 days, a drop of -16%
Prediction market data shows the probability of Democrats taking the House surged from 92% to 95%, and the probability of Democrats taking the Senate is 72% #USMidtermsAreComing, which outcomes are worth watching?
It seems losing the House is a done deal 🤔️, just worried about losing both chambers! 为什么币安被盗，死的是其他的中小所呢？ 1、先看看币安，被盗后这几天的净流入数据(图1） 1030，被盗当天，净流出63亿，这数据对的上 1101，开放提币第1天，净流出大于62亿(前50币种) 1102，开放提币第2天，净流出大于26亿(前50币种) 1103,开放提币第3天，净流入33亿(3号还没结束，前50币种) 开提币前两天流出估计是近百亿级别，也是史诗级别了，相当于一个FTX，相当于现在至少10个中小所，提走币里主要是稳定币，这里面一些对行业没有信仰的资金，估计短时间不会再回来了。第三天，币安资金流入转正了，大家对币安有信心，币安度过了被挤兑的风险，但依然是流动性紧张的，必须尽快回复100%储备证明，我看连UNI都没开放提币 所以，推断1030开始到1102这几天，应该是所有交易所都在流出资金，不只是币安，根据我之前做交易所的经验，也是这样，这种史诗级别的被盗，影响是全行业的信心，虽然币安能避免挤兑，但关提币的恐惧，我相信时刻笼在大家心头，一些中小交易所流出会更严重 2、稳定币加速流出（图2和3） 从1030开始稳定币显然加快流出，短短四天USDC和USDT就少了30亿，而且$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 $277.50 convincingly.
Conviction: Medium早上看到有人说"分批建仓就等于稳了"，我差点把咖啡笑喷出来。 分批真的能救你吗？ 我自己的观察是，很多人把"慢慢买"当成护身符，结果仓位越加越重、成本却没降多少，风险敞口反而悄悄放大。原文作者那句"积攒是为了更低的成本，不是为了确定性，但最终赚钱还得靠确定性"，其实戳中了一个被忽略的点：分批只是节奏管理，不是风险豁免。 看 BTC 在 76 附近反复磨，谨慎的人等 75 开头，这个区间本身没什么特别，特别的是市场在交易什么。大家嘴上说等回调，实际是在等一个"确认感"再上车，这种心理会让真正的破位回踩变成更有效的加仓窗口，而不是提前埋伏。原文说趋势线突破后回踩才值得加，这个逻辑我认同，因为那一刻的确定性比"价格便宜"更值钱。MSTR 回到值得留意的位置，也是同一个思路的延伸。 ETH 那条线更清楚：可以调，但别丢 2200。丢了又短时间收不回来，就该站一边看。这不是看空，是风险管理。山寨这边 HYPE 回踩到有意思的位置、价格站上 Vegas 通道，原文说会相应加仓，我理解的是他在用"结构还在"换"仓位可以动"，而不是无脑补。 偏多的路径是：BTC 守住区间、ETH 不破 2200、HY$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🚨 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.The midterm elections are expected to cause another dip in the market, but it won't fall too much. After this event passes, the market will start to form a bottom.
In the past three Bitcoin cycles, the bottom appeared after the US midterm elections: 71 days after in 2014, 39 days after in 2018, and 13 days after in 2022.
If this pattern repeats, the time window for Bitcoin's next cycle bottom could be from the end of 2026 to early 2027.
#美国中期选举在即，哪些结果值得关注？ $BTC The five layers of CORE dissection: Security, Narrative, Revenue, Inflation, Liquidity — which layer can still be saved?
As of November 3, 2026, CORE is priced at about $0.012, down approximately 29% over 7 days, with a 24-hour trading volume of only about $3.09 million, and a circulating market cap of about $12.48 million, down over 99% from its all-time high. Layer 1: Security, the most critical. In September, a validator over-claimed tokens due to a bug and did not roll back the ledger; at the end of October, the b14g protocol was attacked, affecting about 97 million CORE tokens. On November 3, a hard fork recovered about 68.15 million tokens, but they have not yet been allocated to affected users, and funds frozen by exchanges have not been returned. Layer 2: Narrative, fading. The premise of BTCFi is "Bitcoin assets securely on-chain." After two security incidents, competitors like sBTC and Stacks continue to vie for the same narrative, and CORE's differentiated moat has clearly thinned. Layer 3: Revenue, too small in scale. The 2026 economic model has shifted to using BTCFi's real revenue to buy back and burn CORE, but protocol income still struggles to offset long-term unlocking pressure. Layer 4: Inflation, capped but long-term. Total supply is 2.1 billion tokens, with about 48% circulating. Mining rewards decay annually and will be released over 81 years, so supply pressure is far from over. Layer 5: Liquidity, the most fragile. Trading volume is only about $3.09 million; a small number of sell orders can trigger a sharp drop, and rebounds lack support. Among the five layers, the security layer must be fixed first. If the b14g recovered tokens cannot be clearly allocated, buybacks and burns cannot outpace unlocking, and TVL cannot rebound,Trump just stated that greater benefits should be gained from Iran than from Venezuela. It looks like he's asking for too much again. You say you want to negotiate properly, but you're the one who repeatedly flips the table! With the current oil prices and inflation, most of the responsibility falls on him, not to mention the $TRUMP coin he specifically uses to cash out! After these remarks tonight, the crypto market started to decline again. No matter how we analyze technical indicators, the rise and fall depend on his words. The market now is truly hellishly difficult!
$BTC $ETH
#伊朗授权政府谈判，霍尔木兹重开能否提速？ Tonight, I still lean towards the bulls for the following reasons: The midterm elections, Yellow Hair (Trump) must have done his groundwork beforehand. If both chambers are lost, there's a high probability he will be impeached and lose the next presidential position. What does that mean? Previously, Trump amassed wealth extensively through his position, and after impeachment, he will definitely face military court with the risk of imprisonment.
As an extreme businessman president, Trump surely considered this aspect, so tonight the control of one chamber will definitely be secured 100%. Whether both chambers can be taken depends on the subsequent results. As long as Yellow Hair doesn't fall, it will definitely be positive for the crypto space. Brothers wanting to trade tonight can enter longs on Bitcoin at 765-770, set stop loss at 757, with targets at 785 and 795. $BTC #美国中期选举在即，哪些结果值得关注？ Today the index is green, but the market underneath is bustling.
A-shares solid-state batteries suddenly exploded, Shangshui Intelligent surged 20cm directly, Longpan and Fengyuan hit the daily limit one after another and followed with limit-ups.
On the other side, AI comics and short dramas continue to go crazy, Wentou Holdings hit 6 limit-ups in 10 days, Zhangyue 3 limit-ups in 5 days, with funds crowding in.
But computing power hardware collectively fell flat, Zhongji Xuchuang and Tianfu Communications are both dropping, and the STAR 50 index fell 2.54% at midday.
The index falls, themes fly, money is picking where to go.
US stocks are even more twisted pre-market, storage chips collectively rebound, SanDisk and Micron rise over 3%, but Apple dropped more than 4 points pre-market due to memory cost pressure.
In the same sector, upstream is profiting, downstream is getting hit, the split is quite obvious.
Crypto is still the same dead scene, $BTC is grinding around 77000, $ETH stuck around 2250, fear index dropped to 33.
ETFs keep pulling money out, BlackRock alone withdrew over 500 million in one day, but whale holdings surged to 3.03 million coins, the fastest accumulation speed since February this year.
Institutions are selling, big players are buying, the direction is still
not clear.
In this market, not afraid of the index falling, afraid of stepping on the wrong side. I have a basic signal when watching the market: when retail investors overwhelmingly call for a long, that's when the market is about to reverse. This signal lit up again tonight.
First, look at the number of people. The retail long-short ratio on the BTC market is 2.64, while the number of large holders is only 0.52. Retail investors overwhelmingly bullish, large holders bearish — on the same market, the crowd is split.
Next, look at the results. The 24-hour positions of the four coins are all moving down: BTC down 2.04%, ZEC down 5.92%, ETH and SOL down 1.15% and 1.41% respectively. The side shouting the loudest for longs is the first to lighten positions.
Then look at the large holders. The number of people is bearish, but their positions are pushed up to 2.17. Few in number but heavy in position, the total network positions compressed to 135.3 billion, down 1.56%, while volume expanded to 174.9 billion, up 36.39%. Positions didn’t keep up, volume ran ahead.
So the motto remains: when the longs shout the loudest, chips change hands the fastest. BTC’s position cost is still held at 0.0104%, the most expensive among the four coins, while ZEC is only 0.0064%. The expensive positions don’t give ground, the cheap positions fall deepest, and the side following the trend is in no rush.
The large holders’ strategy is simple: don’t compete on numbers, press on positions. When the direction emerges, the first to be cleared is the side shouting for longs.
Tonight at 23:00, the position vacancy hasn’t opened yet, expected between 7.10 million and 7.22 million; August was 7.08 million. Before it lands, I won’t catch the retail side’s positions. Don’t bottom-fish before heavy long positions are cleared; follow the short when it breaks down, then flip back to long when it returns to holding side 🎯.IRYS JUMPS 11.12% AS BUYING ACTIVITY ACCELERATES
$IRYS is trading around $0.02217, up 11.12%, making it one of the strongest gainers on the displayed list.
The sharp move puts IRYS firmly on the market radar. After a rally of this size, the key test is whether buyers can defend the gains or profit-taking begins to emerge.SEMICONDUCTOR ETF RALLIES 4.91% AS CHIP STOCKS STRENGTHEN
$SOXL is trading around $73.69, up 4.91%, with turnover near $786M.
The move highlights strong demand across semiconductor exposure. However, SOXL is a leveraged ETF, so its gains and losses can be amplified. Sustained strength in the underlying chip sector will be important.Last week, all three directions I bet on hit the mark, and it was the kind of hit that didn’t require waiting: one already reached the take-profit point, the other two are still halfway there, but the direction was definitely right. Let me start with the results, then explain how I placed my bets this round—tonight, I increased my position size heavier than usual. First, about the market, don’t rush to call a crash. Bitcoin is at 77,231, down 0.8% in 24 hours, spot products have seen large net outflows for two consecutive days, nearly $400 million outflow in the last day, the Fear and Greed Index is 26, and October closed down 7.3%—the worst October in twelve years. It looks like all bad news, but there’s a counterintuitive point: the 24-hour trading volume shrank by about 75% compared to the previous day. When prices fall and volume collapses, it means those wanting to sell have already sold, and buyers haven’t rushed in to grab it; in such situations, trends don’t break, but opportunities arise. It was the same after the crash in March 2020; the real panic isn’t the price, it’s that no one is willing to bid; what’s different this time is that the leverage side has been calculated very clearly—long liquidations across the network exceeded $1 billion, all positions that should be cleared have been cleared, and floating positions are unusually clean. Reviewing without sugarcoating: the last round’s three picks all hit, a 100% hit rate. XRP was bought from 1.25 to 1.28, +2.11%, take-profit at 1.27 already reached; LINK from 11.11 to 11.19, +0.66%, take-profit at 11.33 not yet touched; HYPE from 84.10 to 85.73, +1.94%, take-profit at 86.20 just a bit away. All three directions were right, none was luck.OKB/USDT Market Update
OKB is trading at $OKB 109.33, down -0.04% today.
After pulling back from $OKB 123.33 down to a support floor around $OKB 106.00, the price is holding steady and consolidating.
Looking at past ups and downs, OKB often builds a strong base near support levels before starting a bounce.
My best prediction of all time for OKB is that if buyers hold support above $106.00, it can break past key resistance at $112.50 and push back toward $123.33+ to reach new highs! Midterm elections (starting November 3) are not presidential turnover
Friday's major non-farm payrolls (impacting December rate hike expectations)
This wave is just an oversold correction rebound after the big drop
It's not a trend reversal, long positions cannot get complacent
Wait for another bullish move before getting complacent again
End determination:
• Short-term resistance: $3980-3990
• Mid-term watershed: Effective hold above $4200-4220 to confirm the downtrend has ended.ZCASH STANDS OUT WITH A STRONG 4.84% ADVANCE
$ZEC is trading around $1,190.37, up 4.84%, making it the strongest crypto performer among the major coins visible in this snapshot.
Turnover has reached approximately $1.56B, highlighting significant market activity.
ZEC is showing clear relative strength. The important test is whether buyers can defend these gains.Many traders expect a market rebound ahead of the US midterm elections, believing the worst news is already priced in. However, the latest ETF data suggests caution is still necessary. On November 2, US spot Bitcoin ETFs recorded $398.6M in net outflows, including $405.3M from IBIT, while FBTC attracted $6.7M. This follows another massive $643.2M outflow on October 30. Institutional demand needs to recover before BTC can build a stronger bottom. $ETH is facing similar pressure. Ethereum spot ETXRP LEADS THE MAJOR ALTCOINS WITH A 2.44% GAIN
$XRP is trading around $1.2802, up 2.44%, making it one of the stronger performers among the major assets shown.
Turnover has reached approximately $254M, indicating active trading.
The key question now is whether buyers can maintain this strength and push XRP toward its next resistance area.BITCOIN HOLDS ABOVE $77K AS BUYERS KEEP CONTROL
$BTC is trading around $77,274, up 0.62%. Bitcoin is showing modest strength, with turnover reaching approximately $5.6B.
The move is positive, but buyers still need stronger follow-through to turn this into a convincing breakout.
Watch whether BTC can maintain its position above $77K.The daily RSI of Bitcoin shows signs of being oversold! $BTC
Recently, the bulls have been thoroughly tested, with Bitcoin dropping from $86,000 all the way down to around $76,700, and the 365-day moving average has been fiercely contested.
However, take a look at the RSI indicator below, it's quite interesting! In February and June this year, the RSI fell to around 30 or even below twice, after which BTC experienced rebounds of varying degrees. Now the RSI has dropped again to around 35, not far from the oversold zone. I still believe BTC is in the early stage of a bull market, but the short-term trend is indeed weak.
RSI entering the oversold zone does not mean an immediate rebound, nor does it guarantee the bottom has been reached. Next, we need to see if it can hold steady around $76,000 and reclaim the 365-day moving average. This bull has been doing deep squats continuously lately; is it really preparing to jump?
Keep observing and patiently wait!#anthropicipo faces investor price pressure, valuation expected to drop to $1.5 trillion
【Follow Old Leek Wealth You Have】
📊 What impact does this have on the market?
US tech stocks: If Anthropic ultimately goes public at a valuation significantly lower than previously expected, it could further affect market pricing of the AI sector, especially companies with high valuations and longer profit realization cycles.
$NVDAB and the computing power industry chain: AI demand remains huge, but investors may focus more on whether computing power procurement can generate actual revenue, not just the scale of data center construction.
$BTC, $ETH: The impact mainly transmits through macro risk appetite. If AI valuation adjustments trigger further tech stock sell-offs, risk assets may be suppressed by sentiment, but this does not necessarily mean the crypto market will follow down.
AI-related tokens: The market may place more emphasis on real users, revenue, and commercial implementation capabilities. Projects relying solely on AI concepts for valuation premiums may face stricter market scrutiny.
Based on this valuation range, it is about 20% to 25% lower than previous expectations. However, this is only the pricing tendency proposed by investors; Anthropic has not yet finalized its valuation, number of shares issued, or issue price.
📌 There are three noteworthy details about this valuation change:
1️⃣ Investors are beginning to worry that AI valuations are too high
2️⃣ Revenue growth is astonishing, but costs and losses are equally staggering
3️⃣ IPO pricing may become an important indicator for the AI industry There's something I've never quite understood: why do some people always choose to sell when the market is falling?
This morning, an address did exactly that. It had been inactive for 22 days, but as soon as the market dropped, it first redeemed from Compound, then sold 1,470 ETH on-chain, worth 3.31 million USD, and also cleared out 63.46 WBTC and cbBTC, worth 4.868 million USD, totaling 8.18 million.
They don't sell when prices rise, but sell when prices fall. If it were me, I'd probably think, since it's already dropped this much, just wait a bit longer. But this person waited 22 days. Maybe for them, whether the price falls or not isn't important; what's important is that they've realized they shouldn't hold so much.$SOL + explosive bullish breakout charging ahead as buyers fiercely defend support zones.
EP: 92.80 - 93.30
TP: 97.50
SL: 91.20
Solana is priming for a massive wave upward with intense market pressure driving the next leg higher.
Let's go $SOL
#OKXOrbitTopics $SNDK Tonight, SanDisk (SNDK) and Ethereum (ETH) show fundamentally different logic and technical patterns, but both face some short-term downward pressure. Here is a detailed analysis of the movements of these two assets tonight:
1. SanDisk (SNDK): Earnings surge can't hide short-term selling pressure, technicals severely oversold
SanDisk's recent performance shows a serious divergence between "strong fundamentals" and "technical collapse."
Fundamental positives: The company set a record with Q1 revenue of $11.03 billion, a year-over-year surge of over 370%, and announced a $5 billion stock buyback plan along with an 8:1 stock split. Institutions like Morgan Stanley remain optimistic about its data center demand, maintaining a $1750 target price.
Short-term negatives and technicals: Despite strong earnings, SanDisk's stock price has recently plunged. On one hand, the CFO admitted weak demand in the low-end consumer market, sparking concerns about smartphone and PC sales declines; on the other hand, Apple’s gross margin expectations fell due to rising storage chip costs, causing a post-market drop of over 2%, which negatively impacted sentiment toward SanDisk.
Tonight's outlook: Technically, SanDisk's current price has fallen below all key moving averages (20-day, 50-day, 200-day), and indicators like RSI show deep oversold conditions. After the US market opens tonight, SanDisk is likely still in a bottom-seeking and consolidation phase. Although fundamentals are strong, given the current market-wide capital withdrawal from the tech sector, a strong V-shaped rebound may be difficult in the short term, and the risk of continued downward momentum should be watched.
$ETH
2. Ethereum (ETH): Bears dominate, short-term downtrend unchanged
Ethereum's movement tonight is expected to continue the recent weak and volatile pattern.
Macro and capital flow: Ethereum faces severe outflow pressure, with October spot ETFs recording a historic net outflow of $1.61 billion. Additionally, the aftermath of the Binance hack and macro uncertainties (such as the upcoming nonfarm payroll data) keep market sentiment in the "fear" zone.
Technicals: Ethereum’s price is hovering around $2250-$2280. Technical analysis shows ETH is continuously suppressed by the 50-day exponential moving average (EMA50) and is running along a major downtrend line. The relative strength index (RSI) also signals negativity, with the short-term dominant trend remaining downward.
Tonight's outlook: Ethereum is very likely to remain under pressure tonight. The price may oscillate narrowly between $2237 (24-hour low) and $2300. If it breaks the key support at $2160, it could trigger further liquidation cascades. Without short-term positive catalysts, resistance to a rebound tonight is significant. #美国10月非农前瞻：就业增长或牵动12月加息预期 #美国中期选举在即，哪些结果值得关注？ $BTC
The Bitcoin four-year cycle perfectly coincides with the US midterm elections, which is quite a coincidence.
Every midterm election period marks the end of a bear market. This was the case in 2014, 2018, and 2022. After the midterm elections, there is another sharp drop, the market bottoms out, and the bull market begins.
The difference is that each bottoming time has been occurring earlier. $SOL has been running continuously for 1000 days, with tokenized stock value reaching $3.9 billion in October, yet SOLANA's stock price still dropped by 21%!
On November 2nd, the Solana network reached 1000 consecutive days of operation since its launch on February 6, 2024, and processed $3.9 billion in tokenized stock transactions in October. However, the SOL token fell about 21% that month, and a critical security vulnerability affecting five validator nodes led to approximately $135,000 being stolen.
A stable network and high transaction volume do not necessarily mean SOL needs to be purchased, as tokenized stock trades are paid using USDC. The validator issue was related to operator keys, not a protocol error, and the custodian's funds were not affected.
Should a well-operating network see its price increase?Today's market is a bit divisive.
On the A-share side, the media sector surged over 7%, short dramas and games hit the 20% daily limit in batches, and liquor stocks followed Maotai upwards.
Money is being pulled out from banks and coal into growth and major consumer sectors, the style rotation is quite intense.
In the US pre-market, memory chips are surging again, with SanDisk and Micron up over 3%, but Apple's earnings report actually dropped 4%.
Within the same tech sector, they are also competing against each other.
Looking at crypto, it's much gloomier; $BTC is bottoming around 77,000, $ETH stuck around 2,250, and the fear and greed index has dropped directly to 33.
ETFs have had net outflows for several consecutive days, BlackRock alone withdrew over 200 million in one day, and leveraged longs are being squeezed layer by layer.
The strange thing is that whales are secretly accumulating, ETFs are selling, big players are buying, both sides are opposing each other.
The stock market is searching for its own local opportunities, while crypto is overall suppressed by fear; the real direction might have to wait until after the non-farm payrolls to see if ETFs can stop the bleeding.$ZEC + massive bullish surge dominating the charts with intense buying pressure.
EP: 1,180 - 1,190
TP: 1,260
SL: 1,155
Zcash is rocketing upward with strong continuation signals backing a massive run.
Let's go $ZEC
#OKXOrbitTopics .$BNB is telling a story the market least wants to hear: the ecosystem is accelerating, but the price is lagging behind. $BNB Chain is advancing the Jenner hard fork and payment channel optimizations, tokenized funds and RWA are gradually being implemented, and the positioning as an exchange public chain is repeatedly reinforced — yet $BNB is quoted around 697, becoming the most pressured among the three major mainstream assets. This divergence is the signal most worth watching right now. The market tends to directly translate "ecosystem progress" into "capital inflow," but withdrawal recovery, asset tokenization, and on-chain tool expansion do not mean holders will immediately see buying pressure. The narrative shift to long-term user conversion takes time; meanwhile, short-term pricing is still weighed down by the aftermath of recent security incidents. First, look at $BTC, around 76850, which has clearly pulled back within 24 hours and lost the 77000 level. Whether it can regain this threshold is the first barrier to judging short-term sentiment recovery; if it cannot, the rebound looks more like a technical retracement rather than a trend reversal. Next, $ETH, around 2248, is relatively following the trend. Resistance near 2300 remains, short-term upward momentum is weak, and it seems more like a passive follower rather than a leading engine. The real observation point is whether it can make up relative strength after $BTC stabilizes. $BNB faces the greatest pressure among the three. 690 is the immediate key defense line; if it continues to break down, short-term selling pressure may be amplified. Conversely, if ecosystem implementation can bring real on-chain capital inflow, it also has the largest expectation gap among the three.TRUMP/USDT Market Update
TRUMP is trading at $TRUMP 1.595, down -0.43% today.
After sliding from $TRUMP 1.922 to a recent support level near $TRUMP 1.467, price action is attempting to stabilize around the $1.60 zone.
Historically, political and meme tokens experience sharp swings before consolidation phases.
My best prediction of all time for TRUMP is that if buyers defend the $1.46 floor, a recovery push toward $1.80–$1.92 is likely. $EDGE - the token of the Definitive project. It is a non-custodial platform and API for trade execution. The coin is trading approximately 91–92% below its August 2025 peak, and its FDV is 3.6 times higher than the market capitalization. The analysis answers two questions: what the token actually does and how well the connection to the platform's revenue is confirmed. Context: The Definitive project operates as an execution layer for traders, funds, and integrators. The user does not transfer funds to the platform but signs transactions themselves. For andIf you destroy so many stablecoins, where do you get the funds to drive the market?
This morning, Tether destroyed another 2 billion USDT.
In the past 30 days, the total supply of stablecoins has also decreased by nearly 9 billion USD. USDT alone dropped by about 3 billion USD within 7 days. ETFs have also been relatively weak recently.
→ Currently, cash flow remains weak; any rebound will mainly be technical rather than significant growth.
This is somewhat similar to what happened in June, when stablecoin supply sharply declined. $BTC did rebound, but the momentum was not strong enough. We need to wait until around August, when funds flow back in, for it to rise again.Saylor often buys low and sells high, but this time he was different. $MSTR $BTC
Between October 26 and November 1, Bitcoin's price plummeted to $76,000, and Saylor took the opportunity to buy 811 more bitcoins.
Saylor currently holds 849,327 bitcoins.
I don't know how he will profit, but this time the price he bought at was definitely the lowest.In response to the FBI's call for THORNode operators to intercept transactions related to the stolen assets from Binance, THORChain co-founder John-Paul Barraford replied that all information held by node operators is already public and accessible in real-time, and investigators can obtain it without a subpoena. The FBI previously attributed the theft of over $6 billion in assets from Binance to the North Korean hacker group TraderTraitor and urged THORNode operators to intercept transactions involving or originating from the listed addresses. Barraford made the above statement at 08:02 Beijing time on November 1, addressing information access but did not commit to intercepting the related addresses. Conflict of Principles: Decentralization vs. Law Enforcement Intervention This confrontation highlights the fundamental contradiction between the permissionless spirit of decentralized finance and proactive law enforcement intervention. THORChain is a decentralized liquidity protocol relying on a network of independent node operators to validate cross-chain swaps. Unlike centralized exchanges, it has no central authority to enforce blacklists. Barraford's position emphasizes that while the protocol's transparency aids investigations—anyone can view on-chain data—it does not implement address-level censorship. This distinction is crucial: the FBI's request implies a level of control structurally unavailable in a decentralized protocol. Impact on DeFi and Law Enforcement FBWhen the market falls, some wake up.
On the morning of November 3rd, a whale address that had been silent for 22 days suddenly moved. It first redeemed assets from Compound, then sold them in bulk on-chain: 1470 ETH, about 3.31 million USD; 63.46 WBTC and cbBTC, about 4.868 million USD. In total, it cashed out approximately 8.18 million USD.
8.18 million is not an astronomical amount, but the timing is worth noting. The market is falling, most people choose to hold steady; it chooses to convert its position into cash during the decline, and it sells in concentrated bulk rather than placing slow limit orders.
More importantly, the structure. Someone who only wants to reduce ETH wouldn’t casually clear WBTC and cbBTC, and someone who only wants to reduce Bitcoin exposure wouldn’t touch ETH. Selling both assets simultaneously points not to swapping coins, but to holding fewer coins overall, reducing the overall proportion of crypto assets. The money was still redeemed from Compound, so it had to be moved out of the protocol before selling.
But a single address’s action can’t prove "funds are withdrawing," nor can costs and profits be confirmed. The 8.18 million might be a take-profit planned 22 days ago, or a hedge against further short-term decline.
What’s worth thinking about is not what it sold, but that it waited 22 days. An address that could hold still chose to act on the day of the drop, likely not based on price, but on something it believed had changed. What that something is, the blockchain won’t tell you.🚨 The bull isn't dead, but it's still at the ICU door!
$BTC's rebound to around 77,000 remains weak, with the 78,000 level repeatedly resisted. If 76,300 USD is lost, it may face pressure again.
$ETH has returned to around 2,280 USD, with 2,300 USD still a key resistance; $SOL has dropped to around 90 USD, and the weak trend has yet to reverse.
📉 Latest news: The US spot BTC ETF has seen net outflows for two consecutive days, with about 399 million USD withdrawn on November 2 alone. The capital retreat combined with the uncertainty of the US midterm elections keeps market sentiment cautious. Friday's non-farm payroll data will also be a new catalyst for volatility.
The boss says:
A rebound does not equal a reversal, and a bull market isn't declared by shouting. Whether BTC can reclaim 78,000, ETH can hold above 2,300, and SOL can defend 90 are the key points to watch next.
The trend is not confirmed, so don't rush to call the bull's return!
$BTC $ETH $SOL
⚠️ Always set your stop-loss orders properly.Revenue nearly doubled, but the stock price is being hammered down. Would you dare to take on such an earnings report?
Palantir's Q3 revenue was $2.31 billion, up 96% year-over-year, exceeding expectations. But the market focused on another figure: new contract value only increased by 6%, compared to 49% last quarter. Investing.com mentioned that U.S. commercial contract value dropped from 153% to 11%.
Binance perpetual futures fell nearly 11% in one day yesterday, now around 166. The first key level I'm watching today is the low at 165; a rebound would first target 178 (Monday's close). My view: growth rate can't be faked, but the slowdown in orders will lead to a revaluation. I'd rather wait for it to stabilize before making a move.
Do you think this is an overreaction, or is the valuation finally correcting downward?
$PLTR $NVDA这事对股市、币圈、债市和美元的影响，别听分析师讲得太玄，本质上就是资金怎么站队。$BTC $ETH $SNDK 第一种，共和党拿下两院。美股和AI交易会松口气，监管环境大概率继续宽松，加密圈立法阻力也会小很多。但债市可能承压，市场会担心财政支出扩张，债券收益率往上走，美元跟着偏强。 第二种，民主党横扫两院。AI和大型科技股压力最大，监管和调查风险上升，特朗普想推的减税和支出计划容易被卡住，加密法案谈判也会拖很久。市场波动可能放大。 第三种，也是最可能出现的扯皮局，一党拿一个院。重大法案基本别想顺利推进，政府资金和债务上限的不确定性会让市场来回震荡。但对股市来说未必是坏事，没有大政策变动，资金反而觉得安全。 如果结果拖很久，比如需要重新计票，股票、债券、美元短期肯定跟着晃。 最后说个大实话。很多人觉得民主党赢股市就崩，共和党赢股市就大涨。真不是这样。 历史数据显示，自1950年以来，标普500在每次中期选举后一年全部录得正收益，平均涨幅约15%。 市场不怕坏消息，就怕不知道结果。结果一出来，大家该干嘛干嘛。 所以别为了猜选举结果去重仓赌方向。等它落地，真跌下来了，那才是找机会的时候。#$WLD
Breaking news: A whale deposited $51 million worth of AAVE and WLD into several exchanges over 10 days. The comment section below is full of "It's going to crash."
I first pulled up the contract pool to check. WLD perpetual positions hold $29.25 million. Twenty-nine million, not two hundred ninety million. The 24-hour volume is around 20 million tokens.
The price dropped from 0.3801 this morning steadily down to 0.3642, with a low of 0.3636, a 5% drop.$ZEC: Short on the rebound
Strategy:
· Wait for the price to rebound to the 1210-1215 range (bulls' average cost line and previous intermediate resistance platform during the downtrend), then enter short.
· The target is first 1120 (24-hour low); if it breaks down effectively, then look at the 1100 round number. Set stop loss above 1235 (bears' average cost line).
Core basis:
1. The large-scale bearish trend remains unchanged: Although there was a deep V rebound at 1120 on the 1-hour chart, the overall trend is still within the descending channel since 1397. The current rally is a technical correction after overselling and has already hit EMA20 resistance, limiting upward space.
2. Heavy selling pressure from trapped longs: Chart 1 shows the bulls' average cost is as high as 1214. The current rebound price is approaching this area; once reached, the previously trapped longs will desperately cut losses and flee. The main force will definitely not easily lift the price to help retail investors break even.
3. Long-short double trap: Short positions reach 200 million U (5 times the longs). The main force is highly likely to use this rebound to lure longs, then smash the market after retail investors chase longs, breaking below 1120 to trigger a long squeeze and profit from the shorts.
$BTC $ETH
#美国中期选举在即，哪些结果值得关注？ With such a large short sentiment, has the market already bottomed out?
Historical pattern: In the past three midterm elections, Bitcoin's median return three months after the election was about -31%, with the low point occurring between 13 to 71 days post-election. But the average increase one year after the election is about 54%, so the bulls are betting on a drop first and then a rise. Everyone says it hasn't bottomed yet, so I'll play this big wave; if successful, it will accelerate our plan to flip the position by year-end, and if it fails, it's just a retreat of early profits! "Duodan stop loss set at 76000, take profit set at 80000" $BTC $ETH $SNDK #美国中期选举在即，哪些结果值得关注？ #苹果Q4营收超预期，下季度毛利率指引承压 #PalantirQ3营收增长96%，股价不涨反跌