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The NEAR inflation reduction proposal passed, but the token fell 7%. The positive news was realized, and the market took the lead to exit.
The announcement shows that 11.8 million NEAR will be released less over the next two years, equivalent to about 45 million USD at the current price. Reports indicate that after the news was released, NEAR dropped about 7%.
In the long term, reducing inflation means less dilution and lighter supply-side pressure; in the short term, what is cut is exactly the staking rewards and inflation expectations, so the yield from holding tokens decreases, and some funds take profits early or switch to high-yield assets. This is judged as a divergence between bulls and bears, with a short-term bearish bias for NEAR.
Scenario one: On-chain staking rate drops significantly due to reduced rewards, ecosystem incentives shrink accordingly, and deflation does not lead to price increases. Scenario two: Staking data and trading volume stabilize, and support gradually appears.
Do you focus more on changes in staking rate, or wait for trading volume to stabilize?
Source: CointelegraphLet's look at three possible political outcomes and how they could influence the financial markets and crypto. 1️⃣ Democrats Gain Full Control Potential policy implications include tighter fiscal spending and continued scrutiny of major technology companies and crypto regulation. Lower Treasury yields could support liquidity expectations, potentially benefiting Bitcoin. However, regulatory uncertainty and pressure on technology stocks could create short-term volatility across crypto markets. GolFirst, let me make a judgment that might seem counterintuitive: don't keep fixating on when the crisis will erupt or when the bubble will burst in the future, because you most likely won't get to see either of these events. It's not that the bubble won't burst, but because the current United States will neither actively pop the bubble nor let it burst easily. Why? Because this bubble contains a new America that is absorbing global nutrients and continuously recharging the dollar; once this process starts, it cannot stop midway. So many of the fluctuations you see are not just market sentiment but someone is supporting the market. And the way they support it is peculiar—not by inflating the bubble further, but by creating volatility. Simply put, the U.S. is solving financial problems using principles of physics. If today we only analyze valuation, earnings, and interest rate hikes, it's like observing fluctuations within fluctuations created by others, making it hard to see their true motives. If you misjudge, you are very likely to lose money. Today's content is practical but a bit long. I will talk about two coping strategies and, more importantly, help you feel the financial gameplay on the other side. It's not a single discipline; it's an interdisciplinary field, and we should also master it. Regarding point A, people often joke that this time is different—and indeed, it is. The difference is not in the industry type or how the bubble forms, but that today's America is different. There has never been a president like this before. Trump was just a reflection of the problems; he came to solve them, which indicates how serious the problems are. Previously, when bubbles burst, no matter what crisis was triggered, interest rates could be cut to rescue the market, and global assets could be harvested to recover losses. CurrentlyLiquidity: An Overlooked “Expensive Divergence”
ETFs are withdrawing, whales are buying, but the directions don’t align
After the Binance incident, the US spot BTC ETFs saw a single-day net outflow of $643.2 million, marking the largest daily outflow since October. BlackRock’s IBIT alone had an outflow of $233 million, with no products recording net inflows that day. During the week of October 26–30, BTC ETFs had a net outflow of about $202 million.
However, CryptoQuant data shows that on-chain whale holdings have risen to 3.03 million BTC, the highest since November 2025, with a 30-day accumulation rate being the fastest since February this year. Yet, whales are not unified internally: BTC whale positions on Hyperliquid have turned net short (the first time since March this year), and some whales sold 1,312 BTC to switch into ETH.
“Spot accumulation, contract shorts, switching to ETH” — this is not a unanimously bullish stance but a defensive, hedged, and fragmented structure.
Derivatives: Leverage reset is complete, but the remaining longs are the “most expensive”
This is the most subtle and easily overlooked signal currently. The market-wide open interest has dropped to a 12-month low, confirming that leverage liquidation has indeed completed on a volume level. However, the 7-day average funding rate for BTC perpetual contracts stands at the 100th percentile over 90 days, meaning the remaining longs are paying the highest holding costs in the past three months.
This implies: deleveraging has resolved “who is holding hard,” but not “who is buying.” If the price fails to break above 78,219, these “most expensive” longs will continue to burn funding fees and may eventually be forced to liquidate, fueling the next downward move.
$BTC $ETH $ZEC #美国10月非农前瞻：就业增长或牵动12月加息预期 Bitcoin ($BTC) is currently still in a downtrend, with the 72,000-74,000 range being an important support reference. This week, the market will see two consecutive U.S. employment reports: a minor non-farm payroll report on Wednesday, followed by the main report on Friday. The intensive labor data released within 48 hours will give macro traders two opportunities to reprice December interest rate expectations. Both $BTC and $ETH are at the center of volatility. Ethereum ($ETH) faces resistance in the 2,300-2,350 range. Many traders currently think that the rapid rally driven by the data is a good selling opportunity. $BTC can be sold at the extreme high of 80,500, with 79,000 being a more conservative exit point. The characteristic of this kind of market is that data-driven oscillations tend to overshoot, and the original trend is likely to resume afterward. Selling at resistance during a sharp rise is more appropriate than chasing the dip. Some traders consider holding short positions over the weekend, a choice that depends more on their own leverage and risk tolerance. The two employment reports released consecutively also carry risks. Weak data on Wednesday may temporarily boost risk assets and squeeze shorts, but Friday's report could completely reverse interest rate expectations. This environment suits peak selling strategies, but if Friday's data brings a substantial shift in policy expectations, this strategy will fail. At this stage, Bitcoin and Ethereum ($ETH) are primarily driven by macro duration logic, and only secondarily by crypto asset factors. Before the employment data is released, the trend strategy framework remains unchanged, and position control will be paramount. Market eyes "SUI and APT: Both Use Move, Which Ledger Looks Better?"
This time, let's talk about two cards we haven't discussed much. Both are Move public chains, but I don't want to just hear about which is faster; what really matters is what users have retained.
On the SUI side, on October 29, the official announcement declared a partnership with Brazil's Mercado Bitcoin, involving SUI, stablecoins, and subsequent financial products. Note, the access channel does not mean trading volume has exploded, nor does it mean SUI will continuously rise with every stablecoin transfer. Sui's official documentation confirms a total supply cap of 10 billion SUI, with token uses including transaction fees, staking, and storage funds. I will watch for real user activity in Brazil, stablecoin transfers, and new circulating supply. The market wants sustained usage, not just impressive coverage numbers.
APT also has its own changes. On October 12, Aptos officially announced that the encrypted transaction pool went live on the mainnet, which is an optional anti-front-running protection, not all transactions are encrypted by default. Official governance records also show that related proposals were executed in early October. This direction is quite practical, but technical upgrades do not automatically mean users will migrate. I am more focused on actual adoption rates, on-chain transaction fees and token burns, and whether applications bring stable retention.
Both chains can tell a performance story and both face supply pressure. My judgment is: whoever can turn new features into repeated use is the one qualified to talk about valuation premiums. Are you more optimistic about SUI's channel expansion or APT's transaction experience?
#SUI #APT Not investment advice$ETH Market Update on November 3
Ethereum surged to 2317 yesterday. Originally, it was expected to test the 2350 resistance level, but unfortunately, the rebound lacked momentum and fell back directly. The current price has returned to 2243, showing a much weaker trend than anticipated.
Looking at the 4-hour chart, the highs continue to decline, failing to form a strong bullish structure. Short-term bears have the upper hand.
Simply put, the buying power is still insufficient to absorb the trapped positions above.
In the broader market, BTC has already fallen below 77000, with long positions liquidated exceeding 100 million USD.
On the ETH side, Binance perpetual contracts show slightly more buying than selling, and Coinbase spot has some small support, but this buying volume does not indicate large-scale capital inflow.
Tonight's US midterm elections are an important variable. Currently, Polymarket and Kalshi market forecasts estimate the Democratic Party's probability of controlling both chambers at 78% and 74%, respectively. These are just market expectations; the final result remains uncertain.
Key support to watch is 2220. If it holds, light long positions can be tried.
Overall, maintain a cautious approach and be alert for a possible second dip caused by a market spike.
#美国中期选举在即，哪些结果值得关注？ @OKX星球 Why does CORE keep falling? In-depth review: Two vulnerabilities shatter the BTCFi narrative, the chain is alive but the coin is dead
As of November 3, 2026, CORE is priced at about $0.012, down approximately 11.5% in 24 hours, about 29% in 7 days, and has retraced over 99% from its all-time high. It is not simply dragged down by the overall market; rather, the BTCFi narrative is being repeatedly broken by two security incidents.
The first: In September, a validator over-issuance bug caused abnormal protocol reward distribution, with a few validators receiving CORE rewards exceeding the set amount. The project team chose a "forward upgrade" hard fork without rolling back the ledger. Coinbase, Bithumb, Bitget, Coinone, and LBank simultaneously suspended deposits and withdrawals. The problem is that key information such as the scale of over-issuance, whether tokens entered the secondary market, and malicious node sell pressure was not fully transparent, creating a trust gap.
The second: At the end of October, the b14g protocol was attacked, affecting about 97 million CORE tokens. On November 3, the Core network performed another hard fork, recovering about 68.15 million tokens, approximately 70.2% of the affected amount. However, the recovered tokens have not yet been distributed to affected users, exchange-frozen funds have not been returned, and the compensation process remains unclear.
These two incidents combined directly undermine the core premise of BTCFi: whether Bitcoin assets can safely and reliably enter on-chain finance. Even more cruelly, despite the gradual launch of ecosystem modules, protocol revenue still struggles to offset long-term unlocking sell pressure. Total supply is 2.1 billion tokens, with a circulation rate of about 48% Renminbi deflation is really severe
Everywhere there is a fiscal deficit, money is needed
Pensions lack funds
Technological innovation lacks funds
Aid for unemployed migrants lacks funds
Civil servants face salary cuts and arrears, lacking funds
With such a shortage of money
How exactly to solve it?
Actually, Americans figured it out long ago
"Even if you fly a helicopter and scatter money, don't let deflation happen"
The government should be the lender of last resort in a crisis
In times of crisis, it should increase its own debt
By increasing its debt, it creates more liquid currency and wealth
Government debt is the income and deposits of enterprises and people
At this time, restricting local debt
Cutting civil servants' salaries and delaying payments
Reducing and laying off public institution staff
Raising taxes on enterprises and ordinary people
Is like draining the pond to catch fish
What should be done is exactly the opposite
Restore civil servants' salaries
Pay all arrears in full
Temporarily halt layoffs in public institutions
Reduce taxes on enterprises and people
Lower interest rates close to zero
Issue special government bonds exceeding one trillion yuan
To fill these holes
Renminbi appreciates externally
But internally it should depreciate 3-5% annually
Renminbi is now appreciating externally
Deflating internally
Everything points to one thing
Too little Renminbi is being printed
The current situation is
No one can earn Renminbi
No one holds Renminbi
We need to open the floodgates and release liquidity
Money is expensive because of a shortage
Cash flow in real industries is drying up
We should immediately increase money printing
Fly the helicopter 🚁 and scatter money
Use a vast ocean of Renminbi to nourish real industries
The only way to relieve worries is to print money#蘋果Q4營收超預期，下季度毛利率指引承壓 SanDisk $SNDK is back in my hands again! This time I reopened a long position at $1094, currently still at an unrealized loss, preparing to bet on a rebound after the US stock market opens tonight.
From the recent candlestick structure, SanDisk has entered a relatively weak zone after continuous declines. Around $1067 is the recent low, and $1075 was the previous trading day's closing price.
Although there is a need for a short-term oversold rebound, whether the 15-minute chart can form consecutive higher highs and higher lows is the key to judging if the rebound can sustain.
$1094 is my entry cost; after stabilizing above this, I’m first looking at $1120; if it can break through $1150 with volume, the rebound space is expected to open further; below $1067 is an important risk warning level, and if it breaks, I will most likely be liquidated again.
Honestly, I’m a bit stubborn with this trade, having been liquidated by SanDisk three times already. This time I hope it gives me a decent rebound!
#闪迪纳入标普100，焦点转向AI需求 #伊朗授权政府谈判，霍尔木兹重开能否提速？
According to reports, the Iranian president stated that the Supreme Leader has allowed negotiations on previously non-negotiable issues. Brent crude fell below $105/barrel, closing at $104.99/barrel.
Both the US and Iran are signaling willingness to talk; Trump said "no rush to fight," WTI dropped directly to 96.46, down 7.36%, Brent at 104.77, down 7.63%, marking the largest single-day drop in three months. The market looks like a trend reversal, but after reviewing the data, something feels off.
This round of decline is due to geopolitical premium, not supply and demand.
Hormuz flow is still only 49% of pre-war levels, global inventories are 1 billion barrels less than before the war, and the US SPR has fallen to its lowest since 1982. With such a thin supply buffer, shorting at this point is betting on "a US-Iran handshake within three days and the full reopening of the strait"—the probability exists, but the odds are not in your favor.
Institutions have a consistent stance: lightly short on rebounds, not chasing shorts.Over 30,000 transactions in a single day, yet reported DEX trading volume across the network was just $148. The chain is busy, but where is the actual money? This raises some serious concerns: 📊 High transaction activity, but almost no meaningful trading volume. 🤖 Possible automated activity, though transaction counts alone cannot prove bots are responsible. 💧 Extremely thin liquidity and weak order-book depth. ⚠️ Poor liquidity means even relatively small orders can cause significant slippagI've always had a question: before every major election, people online say the market will drop, to seek safety, to clear positions, etc. But this time, Bitcoin stands at 76,990, which is 5.2% above the 200-day moving average, and it hasn't dropped at all.
Looking back, before the midterm elections in 2014, 2018, and 2022, it did indeed drop each time—three times in a row, no wonder everyone treats it as a pattern. This time, it didn't follow the script.
So those theories about inevitable drops might not be wrong logically; it's just that the market is unwilling to cooperate. I used to short and clear positions too, but now I see that patterns only apply to the past.
Don't be too optimistic in the short term either. DWF says the first few months after the election will most likely still be volatile, slightly bearish. The rise of $BTC is measured on a 12-month scale.Bitcoin is currently standing at $76,990, which is 5.2% above the 200-day moving average of $73,169. The number alone might not mean much, but placed in historical context, it tells a different story.
In the U.S. midterm election years of 2014, 2018, and 2022, Bitcoin's price trend before the elections was downward. This has almost become a seasonal pattern: before elections, funds seek safety, and high-volatility assets are sold off first. This year, however, that pattern did not hold; the price is instead staying above the moving average.
The 200-day moving average deserves a bit more explanation. It roughly equals the average cost of all buy orders over the past year. When the price is above it, it means that the people who entered the market in the past year are overall in profit. Those with profits and those with losses react very differently to the same negative news: the former hold on, while the latter sell at the slightest sign of trouble. Standing above this line indicates a change in the selling pressure structure.
But Martin Lee, head of research at DWF Labs, also rightly reminds us: in the first few months after the midterm elections, Bitcoin usually experiences volatility or a slight bearish bias; the real upward movement only becomes visible after about 12 months.
This statement clearly points out a common mistake many make. Hearing "upward movement after 12 months," the first reaction is to buy now, but those intervening months are precisely the most challenging.
So, the current $BTC is positioned with a bullish direction but a slow pace. If you really want to act, position size and patience must be paired; even if the direction is right, too heavy a position will get washed out.$BTC $ETH $SOL Slid down to 76500, is the 75600 support solid?
Sliding all the way down, my mindset watching the market has shifted from "waiting for a rebound" to "waiting for an explanation" — if it falls, it can't fall further; if it rises, it can't rise, just grinding around 77000. Current BTC price is about 76993, down about 1.1% in 24 hours, daily low 76386; ETH 2264 down about 0.9%, SOL 92.40 down about 1.6%.
My inclination is: this is not a one-day panic, but a continuation of sliding from above 87000 down to around 76500; on Monday, spot BTC ETF had a net outflow of about $399 million, the second consecutive day of outflow, big money hasn't returned yet, so I treat any rebound as a pullback first, not a reversal.
On the downside, we have to acknowledge: 75600 is just below, not far away, but these days it has been probed without reaching it; among Monday's outflows, BlackRock IBIT accounted for $405 million, it may not run out every day; if it stands back above 78000, the whole script changes.
So tonight, a straightforward question: do you think if the close breaks below 76600, we should first see if the 75600 support is solid, or do you think only standing back above 78000 counts as a bottom, and before that, no moves?
For record only, not investment advice
#美国中期选举在即，哪些结果值得关注？ The bottom was hit after three midterm elections, but this time it might not be the case
The US midterm elections are coming again, and the old pattern of $BTC has been brought up.
The time to bottom is getting shorter each time: 71 days, 39 days, 13 days.
How this number is calculated: from election day to the lowest point of that year.
Three samples, all three hit the low range before the halving.
A common misinterpretation: the time to bottom is shortening, not that the pattern is strengthening.
In the three cycles, the market reaction is getting faster each time.
So fast that in the end, some might buy before the drop is even finished.
Three samples can’t determine the fourth.
#BTC持续承压，资金与市场走势出现分歧
#$BTC Tonight, Bitcoin's major concept is unlikely to move steadily; instead, it will experience event-driven volatility. The options market has already pushed the implied volatility of contracts expiring on the 4th to about 43 points, indicating that funds are hedging against election night shocks. Currently, Bitcoin has seen a slight rebound but is still under pressure around 78, remaining weak in the short term.
The election itself may not change the long-term direction, as the market has already priced in the expectation that the Democrats might continue to control Congress.
What can truly change the pace is ETF fund flows. If there is a net outflow from ETFs, rebounds are likely to be sold off. If net inflows reappear, the probability of short-term recovery will gradually increase.The U.S. midterm elections are being held today, and in the long run, this is positive for Bitcoin.
History shows that in the 12 months following the last 3 elections, BTC always saw significant gains.
2014: +24.5%
2018: +44.9%
2022: +92.3%
Moreover, this election has a major impact on the Bitcoin sector.
The CLARITY Act has stalled in the Senate, and if the Democrats win, the likelihood of it passing will further decrease.
Not only that, a Democratic victory could even prompt Trump to launch a new round of attacks on Iran, which would cause oil prices to soar and inflation to rise.
But these are only short-term concerns for the market.
Once the uncertainties of the election and war end, liquidity will start flowing into cryptocurrencies, driving our asset portfolio to new highs. ETF Mass Exodus VS Whale Bottom Fishing! BTC Retreats to 77,000, AI Contracts Surge 170%
On November 3, 2026, the crypto market was extremely fragmented: Anthropic Pre-IPO contracts led at $170.80 (+4.36%), while BTC retreated to $77,427.5 (+0.82%) amid macro headwinds and ETF outflows, and ETH struggled to test $2,281.21 (+1.27%).
$ANTHROPICUSDT: Pure narrative gamble. Anchored on unfulfilled IPO expectations, with up to 10x leverage. Revenue of 16.3 billion is attractive, but retail longs outnumber shorts sixfold, making the position very fragile. Synthetic contracts are essentially sentiment-driven "shadow markets."
$BTC: Defensive battle. US midterm elections combined with hacker aftermath caused BTC to briefly dip below 77,000. ETF single-day net outflow hit 643.3 million, a June high; 77,000 acts as a sentiment anchor, representing event-driven defensive selling.
$ETH: Divergence dilemma. ETF inflows continued for six days totaling 571.1 million. However, whale BitMine bought 126,000 coins in a week, accumulating against the trend. Under "ETF runs, whales buy," short-term selling pressure persists, but mid-term odds improve.
Summary: Pricing power is shifting from "consensus assets" to "narrative assets." BTC and ETH face capital gravity, while Anthropic shows high elasticity with high risk. Before panic stabilizes, chasing gains is essentially a capital gamble.
#苹果Q4营收超预期，下季度毛利率指引承压 Risk Warning: The following is a conditional strategy based on the public market and capital flow data as of November 3rd and does not constitute investment advice. Today is the U.S. midterm election voting day, followed by the Friday non-farm payroll report, creating a dense event window. Position management takes priority over directional judgment.
As of November 3rd, $BTC is quoted around $76,600–76,800, down approximately 1.4–2.0% in 24 hours, with intraday lows touching $76,335–76,664, marking a new one-month low; ETH is quoted around $2,245–2,257, down approximately 0.8–1.6% in 24 hours. The Fear & Greed Index fell from 37 to 26, indicating further cooling sentiment.
The core characteristic of the current market is weakening rebound momentum: BTC previously rebounded near 78,800 but quickly retreated; ETH also quickly dropped after rebounding to 2,316. Neither formed an effective upward trend structure. BTC daily RSI14 is about 34.8, price close to the lower Bollinger Band at 76,726, MACD shows bearish alignment with expanding histogram; ETH RSI14 is about 33.0, also near the lower Bollinger Band at 2,219, MACD histogram converging but direction unchanged. The technical outlook is overall bearish but has entered the oversold boundary.
There is a clear divergence in capital flows: ETFs continue net outflows, with BTC spot ETFs seeing a single-day outflow of $643 million on October 30; however, on-chain whales are accumulating at the fastest pace since February this year. The tug-of-war between ETF selling and whale buying means the bottom is not a unilateral consensus, and the sustainability of the rebound depends on whether spot buying can truly follow through.
BTC Trading Strategy: Primarily short on rebounds, 76,000 is the short-term critical level
Core Logic: BTC faces layered resistance above, from near to far: 77,000 (short-term moving average resistance) → 78,000 (short-term watershed) → 78,600 (structural improvement confirmation level). Support below is 76,326 (30-day low) → 76,000 (psychological level) → 73,205 (200-day SMA). Until 78,600 is reclaimed with volume, any rebound should be treated as a weak repair rather than a trend reversal.
Strategy A: Short on rebound (main strategy)
• Entry: Light short positions when BTC rebounds to 77,000–77,300 and shows stagnation (upper shadow, volume contraction).
• Stop loss: Above 77,800.
• Targets: First target 76,300–76,000, second target 75,000.
Strategy B: Short on breakdown (conditional trigger)
• Trigger: BTC breaks below 76,000 with volume and fails to recover on pullback.
• Entry: Light short positions on pullback to 76,100–76,300 after breakdown.
• Stop loss: Above 76,800.
• Targets: 75,000, extreme target 74,000–74,900.
Long conditions: Only a volume-backed close above 78,600 indicates the need to revise the bearish narrative. The 76,000–77,000 range offers some support, but "oversold can get more oversold," making bottom-fishing before the event window a poor risk-reward.
ETH Trading Strategy: Structurally weaker than BTC, better risk-reward for shorting
Core Logic: ETH’s rebound strength is consistently weaker than BTC’s, having quickly dropped after rebounding to 2,316 and failing to hold 2,300. Resistance above is 2,255–2,265 (short-term moving average resistance) → 2,298–2,341 (overlapping moving average and trendline hard ceiling). Support below is 2,219 (lower Bollinger Band) → 2,174 (30-day low) → 2,159 (200-day SMA). ETH spot ETFs have seen net outflows for 23 consecutive trading days, institutional buying is absent, and the rebound lacks spot foundation.
Strategy A: Short on rebound (main strategy)
• Entry: Light short positions when ETH rebounds to 2,255–2,270 and faces resistance.
• Stop loss: Above 2,310.
• Targets: First target 2,230–2,220, second target 2,195.
Strategy B: Short on breakdown (conditional trigger)
• Trigger: ETH breaks below 2,219 with volume and fails to recover on pullback.
• Entry: Light short positions on pullback to 2,220–2,230 after breakdown.
• Stop loss: Above 2,270.
• Targets: 2,174, extreme target 2,159.
Long conditions: ETH only has basic conditions for right-side longs if it closes above 2,330–2,340 with volume and BTC simultaneously strengthens. Whale accumulation at lows can be a signal but is insufficient alone for entry.
Position and Risk Management General Rules: The core discipline in event-driven markets is "do not bet on direction"
1. Total position controlled within 10%. BTC options expiring November 4th have implied volatility risen to about 43.5%, with traders hedging election-induced volatility. Directional bets before the event are essentially gambling, not trading.
2. BTC 78,600 and ETH 2,340 are bearish stop-loss lines; if prices close above, exit and observe, do not hold positions.
3. The optimal strategy is "wait for rebound to resistance before acting," avoid chasing shorts in the middle. BTC’s 77,000–77,300 and ETH’s 2,255–2,270 are levels bears are willing to defend; if prices drop without rebound, better to miss out.
4. Whether deleveraging is complete is the core mid-term directional observation. Current funding rates are near zero but bullish willingness is weak; if rates turn negative and open interest shrinks, that is the window for bearish logic fulfillment and considering right-side reversal. Until then, cash positions themselves are a form of position.When I look at the questions about Bitcoin in the prediction market, I often assume it will go up even before checking the deadline. Buying spot allows you to wait patiently, but in the prediction market, the result must be determined by the rules at expiration; you can't just say it will go back up later. The odds reflect how much participants are willing to assign a probability to a certain outcome, but they are not the truth. I originally wanted to use it to test my own biases, but when I encounter odds I don't like, I start to find faults with their liquidity. Why is it that whenever I look at these things, I have to defend Bitcoin first?$PONS has really been abandoned by the market! This is not only reflected in the price trend but also directly shown in the protocol revenue. Currently, protocol revenue has dropped by more than 90% compared to its previous peak. Now, the little revenue is used to buy back and burn PONS. Although it's better than nothing, it doesn't quench the thirst at all. Burning about 100,000 tokens daily, but the selling pressure is at least several million tokens. So, I think PONS is basically beyond saving now; no one can save it. The fundamentals have deteriorated, and $PONS has lost its value. The logic behind my previous long position has changed, so I don't plan to keep bottom-fishing. I accept the losses from before!Watching SNDK's recent pullback, I feel a bit conflicted. Is this really a stabilization, or just a breather for those who were liquidated last time? In the previous round, I was liquidated three times on it, so it's not painless. Now it’s poking its head out from a continuous downtrend, and the market feels like it’s shifting from a one-sided decline to searching for direction. But the more this happens, the more cautious I am not to confuse a "rebound" with a "reversal." Let's lay out the numbers first. The daily chart surged near $1400 but was pushed back; on October 30th, it dropped 13.47% on high volume, closing at $1150.89, with that bearish candle carrying significant weight. The current price is stuck just above the first support at $1150, with the next defense line at $1112 below; on the upside, $1196 is the hurdle for short-term recovery, and only breaking above $1240 would mean the weak structure is somewhat reversed. The RSI is around 35, close to oversold, indicating a technical need for repair, but the MACD remains in the bearish zone without turning. The signals I see are actually twofold. The warmer side is a natural rebound after oversold conditions and support holding, showing some buyers at this level; the colder side is that volume and structure haven't shifted yet, so the rebound feels more like a breath after overselling rather than a trend change. What the market is really trading here is event repricing—the SanDisk MSCI rebalancing taking effect, and NAND valuation being reconsidered. Rebalancing is often priced in by passive funds ahead of time, so when the news hits, it tends to be a point of realization. Therefore, I will watch two things: first, whether $1150 can hold, and second, the rebound to 1 🌙 Uncle's Night Talk｜11.03
━━━━━━━━━━━━━━━━━━ 🪙 Crypto｜BTC Approaches Recent Lows, Election Expectations Amplify Regulatory Uncertainty BTC's intraday low was about $76,545, currently fluctuating around $76,800, with a 24-hour decline of about 2%. However, it should be noted: this level is not strictly a one-month low, as a lower price appeared on October 30. Uncle's Observation: Today, the crypto market is facing not only technical pressure but also disturbances from U.S. political and regulatory expectations. Polymarket data shows the implied probability of Democrats taking the House is about 94.5%, and the Senate about 76.5%. This reflects traders' bets on congressional control, not the final election outcome. The market worries that if the congressional makeup changes, the crypto legislative agenda may face renegotiation, increasing uncertainty in the pace of progress and regulatory framework. But it is not a given that any bill will be postponed until 2027. Tonight, watch two things: whether BTC can hold recent lows, and whether regulatory expectations worsen after election results. In the short term, focus on price support first, without rushing to treat political odds as certainty. 🇨🇳 A-share Market Review｜Trillions SFISF Officially Operates, ChiNext Still Down Nearly 3%: Policy Support Does Not Equal Price Bottom The three major indexes all closed lower: Shanghai Composite -0.82% at 3,608.10 points, Shenzhen Component -1.21% at 10,876.99 points, ChiNextBitcoin is heading for its fifth consecutive week of decline, tying the third longest losing streak in history.
From week 40 to week 44, Bitcoin slid from around $87,000 to about $76,500.
The longest streak was 8 weeks in 2022, and there was also a 6-week losing streak earlier this year.
But the weekly candle hasn't closed yet, so whether this fifth week counts will have to wait until Sunday.
A losing streak has never been proof of a bottom; it only shows that this drop has lasted long and been dull enough.
#BTC #CryptoSun Ge mouthily claims a net worth of 85 billion USD
But in reality, he has to scramble to gather even 140 million USD, pushing to the brink of bankruptcy?
Pledged 580 million TRX, wildly printing 60 million air USDD
Then exchanging it through the official pool for USDT
Finally throwing it all into Binance to earn 10% yield.
This operation is too real, superficially glamorous
But behind the scenes, it's almost impossible to keep afloat.
How much real cash does Sun Ge actually have left? $TRX They say history doesn't repeat itself, but it often rhymes,
When an exchange has a major incident, is it often the bottom of a bear market?
Yahoo Finance compared it to FTX, which suspended withdrawals on November 8, 2022,
About a year after the 2021 peak, and the crypto market bottomed two weeks later,
Then the total market cap rose 18% over the next 6 months, and $BTC rose 40%.
This time Binance was hacked, also about a year after the peak,
And this round's retracement was only 52% at its deepest, much shallower than 73% in 2022.
Still hoping the market can get better!Should L2 really go independent? Let me lay out the numbers first.
STRK current price 0.04354, 24h +5.04%, high 0.04519, low 0.04003. At the same time BTC -0.56%, ETH -0.32%, basically unchanged. Among similar L2s, ARB +1.73%, ZK +0.60%, OP -1.75%, POL -1.49%, gains and losses mixed, only STRK stands out.
On the news front, StarkWare demonstrated a quantum-resistant wallet migration on the Starknet Sepolia testnet (reported by TokenPost). Note this is only a testnet, not available on mainnet yet. The previous community vote with 93.52% support was only to authorize research on whether Starknet should become an independent quantum-resistant L1, not to approve migration. The whitepaper draft is only coming out this month; if they really want to switch, another binding vote is needed.
So this 5% gain looks more like trading the story in advance rather than actual implementation. There are several steps between testnet demo and mainnet launch. I’ll wait to see what the whitepaper says first.
L2 wants to "split" from Ethereum, do you think this is a plus or a minus? #波动雷达：币种异动观察 $STRK $ARB $OP $BNB
CZ said the frequency of hacker attacks will continue to rise. I believe that. He said the withdrawal wave might not be over yet, just that some money has started to flow back.
What really surprised me was another announcement from Binance itself: the hourly deposit volume has already exceeded the withdrawal volume.
Binance was hacked, yet BNB only dropped 0.59% today. The highest was 708, the lowest 691, with a daily volatility of 2.4%, more stable than many small coins that had no incidents.
This reaction shows the market has classified the exchange hack as a technical event, not a credit event. What a credit event looks like was seen in 2022, called a bank run.
There’s another detail few people talk about: Thorchain’s single-day revenue increased by 2229% because the stolen money was being bridged and laundered there. The funds that ran out haven’t left the market, just moved to another place.
My view is rather cold. Price stability doesn’t mean the issue is over. Immediately calling for a security alliance or the US government to intervene sounds like a long-term project. Short-term can stabilize the market, but long-term depends on whether anyone really takes losses.
I was too optimistic about this kind of thing last time and got trapped once. This time I’m not rushing to take sides.
#美国中期选举在即，哪些结果值得关注？ Crypto Evening Report: Liquidity Game and Fork Countdown
Three main focuses on rates, whales, and forks, here is the latest tracking of $BTC $ETH $ZEC:
$BTC
🔥 BTC | 76582, Fear Index 27
ETF outflow of 399 million in one day
Rate +0.007%, bulls keep paying
Deleveraging not finished, rebound only closes shorts, no new funds entering
Repair target 77400, bottom line 76600
Waiting for rate to concede
$ETH
🐋 ETH | 2256
ETF outflow for 23 consecutive days sets new record
Whales transferred out 34.69 million USDC, average price 2279 to buy 15,216 ETH
Above 2347, 477 million short liquidation zone
Below 2143, long liquidation danger zone
Whale buying vs ETF selling pressure, endurance battle
$ZEC
⚡️ ZEC | 1243
NU7 hard fork activates November 5, block time 75s→25s
Buy the expectation, sell the fact, fell back from 1400
Support 1180-1200, break to watch 1050-1100
🎯 Core tracking
BTC watches rate | ETH watches 2143 | ZEC watches 1200
Market will soon give direction
❓ Which side do you think will break first?
#BTC持续承压，资金与市场走势出现分歧 Kraken has restricted a batch of accounts due to a $133 million cryptocurrency theft case within the EU.
To clarify what is certain: the amount is $133 million, it occurred within the EU, Kraken is investigating, and the related accounts have been restricted; it also stated that its system and customer accounts were not affected. As for where the money originally came from or how it was lost, nothing was disclosed.
What’s truly worth pondering is the action of "restricting accounts." Exchanges are not law enforcement agencies, but they hold something others don’t — deposit paths and identity information. When a large amount of stolen funds wants to be cashed out, it will most likely end up on a platform with KYC. So restricting accounts is often not the end, but a way to pin down clues in time: who deposited how much and when, all recorded.
For holders, the implication is not complicated: this kind of news hurts a specific link, not the market’s settlement capability. The holding logic of mainstream assets like $BTC and $ETH has not been rewritten. Kraken’s emphasis that "systems and customer accounts were not affected" is itself an attempt to cut off panic transmission.
But looking at it from another angle, the fact that $133 million worth of funds could move a certain distance before being discovered shows there is always a time lag between on-chain tracking and platform risk control. Recovering the funds depends on cooperation and luck; not recovering them is the norm.
What’s worth thinking about is: when "not affected" becomes a phrase that must be publicly stated, the security narrative of this industry still relies on post-incident clarifications to be maintained.$CAP is showing some signs of life after that rough pullback. Price is now around $0.07432, up 1.86%, and sitting above MA5, MA10 and MA20 on the 4H chart. What caught my eye is the attempt to build a higher base after falling from the $0.12134 peak. I’m watching $0.07574 as the immediate hurdle. If buyers can break it with decent volume, the recovery could get more interesting. But one green candle doesn't make a trend. The most striking thing today isn't the drop, but the fact that both sides are contradicting each other.
$BTC touched 76,500 and was pulled back, the panic index dropped eleven points in one day, directly down to 26. ETFs saw over 800 million USD outflow in six days, with BlackRock alone redeeming 400 million.
But on-chain whales reversed and added up to 3.03 million coins, the strongest accumulation since February.
Those in suits are selling, while those holding cold wallets are buying; the bottom is never consensus, it's just calling each other fools.
$ETH is interesting too; one address spent 37 million USD in five hours to buy over 16,000 coins at an average price of 2,279, and hasn't stopped.
The A-share market is playing the same script but in a different venue.
The Shanghai Composite Index only fell 0.8%, the STAR Market Composite Index plunged 4.8%, and the electronics sector saw a net outflow of over 8 billion. But the power equipment sector absorbed over 6 billion, food and beverage took in over 4 billion, and Moutai rose against the market trend, with a net inflow of over 6 billion in five days.
The US stock market was also split last night. The Philadelphia Semiconductor Index crashed 3.3%, Intel dropped nearly 9%, Lumentum lost 18% straight. But the Chinese concept Golden Dragon Index reversed and rose over 2 points, and Bilibili rose more than 6 points.
The money hasn't left; it's just changing seats. Moving from the most crowded side to a place where no one is fighting for it. According to BlockBeats (via Lookonchain), $SHOP fell 17% after the company reported Q3 results. Revenue came in at $3.74B, slightly below the $3.75B forecast. The company expects Q4 revenue to grow a little over 30%. Quick take: The miss is only about $10M (under 0.3%), far too small to explain a 17% drop. The reaction more likely reflects inflated expectations and the growth outlook. Per BlockBeats’ commentary, expected Q4 growth (just over 30%) is below Q2’s 34%, prompting the market to reassETH is now at 2,281, down 0.49% in 24 hours.
It's caught between two walls, both quite strong.
Let's look at the lower side first.
2,174 is the common low point for the 7, 14, and 30-day cycles.
MA200 is at 2,157, just 16 dollars away.
These two levels overlap, forming a wall rather than a single point.
The upper side is even more interesting.
MA20 is at 2,353.7, MA100 at 2,353.1.
The two moving averages differ by less than 1 dollar, sticking together.
The gap in the middle is only 180 dollars, accounting for 7.9% of the current price.
At first, I wanted to list ten price levels, but then realized only three lines are worth noting:
2,807 90-day high
2,738 30-day high
2,526 14-day high, near MA50
2,443 Fibonacci 0.382
2,354 ★ MA20 and MA100 convergence
2,282 ← Current price
2,218 Fibonacci 0.618
2,174 ★ Common low point of three cycles
2,158 ★ MA200
2,058 Fibonacci 0.786
Only the three lines marked with stars are worth remembering; the rest is noise.
ETH/BTC ratio has dropped 6.3% over 30 days, showing ETH is weaker than BTC.
So the question is clear: do we first test the wall at 2,354, or try 2,174 first? $ETH $BTC liquidation battle is about to erupt! The leverage positions are crowded both above and below.
The liquidation positions for longs and shorts are piling up thicker and thicker. Around 77500 above is a dense liquidation zone, and between 76000–76500 below there are also a large number of orders buried. Currently, the price is steadily rebounding, approaching the key resistance above, and a showdown between bulls and bears is about to determine the winner.
Looking at the 48-hour heatmap, BTC previously fell from 78000, then rebounded from 76500 to 77200 in this round. The first hurdle ahead is 77500, and above that there is a heavy resistance zone at 78500–79000; below, 76000–76500 gathers long liquidations. If either side is broken, it will trigger a rapid market move.
Focus closely on the battle at 77500. A breakout with volume and a stable retest will force shorts to cover passively, fueling the rebound. First target 78000, then challenge 78500–79000.
If it rallies here but meets resistance and turns down, the 76000–76500 zone below can easily be swept out. Once 76000 is effectively broken, the downside space opens up, watch out for moves to 75000 and 74000.
Keep two scenarios ready in advance: holding above 77500 forces shorts to stop loss and boosts the rally; even if it first drops below, as long as it quickly recovers 76500, bulls still have a chance to counterattack.
In this squeeze market, do not casually bet on direction prematurely.
#美国中期选举在即，哪些结果值得关注？ ⚠️BTC rebound is weak, ETH leads the charge to the upper range boundary, a major test for bulls and bears is coming
$BTC $ETH
BTC
Four-hour candle closes bearish, overall consolidation
No clear trend signal yet
Retesting the upper side, selling pressure could come at any time
One-hour candle closes bullish
But no consecutive bullish candles to follow
Rebound strength is weak
Short-term likely to retest moving averages
No strong bearish candle, no rush to be bearish for now
ETH
Four-hour bullish candle, one-hour strong bullish candle
Close stuck at the upper range
Price action clearly stronger than BTC
Focus on the upper range high
Watch if sellers enter
Only if it breaks through and sustained buying follows
Will the upside space open
Strength divergence has appeared
ETH probes resistance first, BTC rebound lags behind
Do you think ETH can break the upper range boundary or will it be directly resisted and fall back?
This is only a market review, not investment advice
#美国中期选举在即，哪些结果值得关注？ BEAT rebounds without expanding scale, BTC still below 80,000
$BTC 76830.01, down 2.3% in the past 24 hours, still some distance from the longer average range 🧊
The 20-day closing average price is about 80618, the quote is about 4.7% lower, there is still considerable room to recover above 80,000.
This reference describes a longer price range, a short-term rally is still difficult to repair, the average reference remains above.
Recovery assessment remains restrained, first observe the gap clearly, a few hundred points of rebound and the reconstruction of the entire range carry different weight.
$BEAT 0.1005, down 0.6% in the past 24 hours, that rise was not accompanied by new scale 🎵
In the same ended 12-hour period, the price rose 3.1%, but the number of open contracts decreased by 1.4%, the rebound did not expand the volume.
The quote 0.1005 has retreated below the closing 0.10205 of that segment, the rise needs to be maintained, and the height subsequently conceded must also be accounted for.
I see it as a limited replenishment, there is still a discrepancy between price and quantity, the rise alone is insufficient to improve the overall assessment.
$AVAX 8.302, down 4.4% in the past 24 hours, trading cools down, price still retreating 🔺
Fell 0.9% in the past two full hours, trading volume 27.2% less than the previous two hours, cooling trading did not lift the price.
Retreated from the rebound high near 8.458, quote 8.302, very close to the low point 8.277, position still low.
More concerned whether the decline can stop after cooling, reduced volume only indicates less trading, it cannot recover the area already lost by the price.The market has already taken a "Democrats winning the House" as a given, with Polymarket pricing it at 94%, so there's not much to bet on. The real question is whether the Senate will flip — Democrats need a net gain of 4 seats, with only a 68% probability; a "split Congress" hasn't been fully priced in yet.
But more crucial is Trump's side: his team has been preparing executive orders since April, aiming to bypass Congress on immigration, tariffs, and federal spending. He himself said that if he loses Congress, he will first exercise veto power for "one or two months."
To translate: even if Democrats take one chamber, legislation will be deadlocked, and policy will shift from Capitol Hill to the executive branch and courts. Tomorrow, don't just look at the red-blue map; watch the few swing states in the Senate and see when the list of executive orders starts coming out. The latter might affect your positions faster.
#美国中期选举在即，哪些结果值得关注？ Where the money goes reveals more about what the industry is betting on than how loud the fundraising headlines are. WuBlockchain's venture capital monthly report mentions Kalshi raising $1 billion, with capital continuing to flow into payments, stablecoin rails, and AI infrastructure. My first reaction after reading it was not excitement for the market, but a desire to separate fundraising from actual demand.
My judgment is that this is somewhat positive for the infrastructure sector, but it cannot be directly translated into a bullish signal for the secondary market. Fundraising indicates that someone is willing to bet on the future, but it doesn't mean users are already willing to pay for the product; money flowing into companies doesn't necessarily mean value will accrue to any particular token. These two nuances, I believe, cannot be overlooked.
What attracts me about payments and stablecoin rails is that they address concrete issues like transfer costs and settlement efficiency. If the capital can make services cheaper and more convenient, then ordinary users might truly benefit. This is my speculation; for now, fundraising hype should not be mistaken for actual market adoption.
AI infrastructure also has to pass the test of demand: whether the investment can translate into sustained usage, rather than just expanding the scale of construction. I will continue to watch how much real usage this money ultimately buys, rather than treating fundraising amounts as a thermometer for the industry.Today the market shows a particularly contradictory scene.
On the ETF side, there's frantic selling; BlackRock alone redeemed over 500 million USD, and the spot funds for $BTC and $ETH continue to bleed.
But on-chain whales are doing the exact opposite, quietly increasing large holdings to 3.03 million coins, the fastest accumulation pace since February.
On one side, the suited are running, while on the other, those holding cold wallets are picking up; the bottom is never consensus, but divergence.
The A-shares market today has the same flavor.
The Shanghai Composite Index fell less than one percent, but the ChiNext and STAR Market indexes dropped badly; computing hardware and semiconductors were suppressed, and the electronics sector alone saw net outflows exceeding 8 billion.
Money hasn't left the market, it just moved places.
Battery, liquor, and aquaculture sectors at low levels are rising against the trend; Moutai rose over nine points in three days, with main funds still pushing in.
Simply put, big money is doing the same thing: moving out of crowded places to positions no one is fighting over.
Though the two sides seem unrelated, the underlying moves are exactly the same. $UNI
Uniswap is entering an interesting phase of protocol economics. Its October 2026 introduction of Aggregator Hooks brings external liquidity sources into the v4 trading experience. This creates another avenue for routing activity through its infrastructure and connecting protocol usage with UNI's fee-and-burn mechanism. Whether this translates into durable economic value is a separate question worth examining. Uniswap Labs +1Let's break down these three scenarios and fit them into our market view:
First, the Democrats take full control.
Fiscal tightening, US Treasury yields likely to go down. Normally, improved liquidity expectations would be good for Bitcoin. But don't forget, the Democrats have always been tough on tech giants and crypto regulation. US tech stocks will be under pressure, and Bitcoin probably won't be able to stay unaffected in the short term, likely experiencing large swings up and down. Gold will be the most stable at this time.
Second, the Republicans sweep.
This is the scenario the capital markets like the most. US stocks and the dollar strengthen, and funds rush to speculate on US stocks. With a strong dollar and fiscal expansion pushing inflation up, gold and US Treasuries come under pressure, and Bitcoin will also be drained in the short term, having to follow the mood of the US stock market.
Third, and the most dangerous scenario: delayed results and disputes.
We've seen the drama between Trump and Biden before. Once vote counting disputes arise, market "uncertainty" maxes out. The first reaction of funds will definitely be "cash is king," rushing to buy US Treasuries for safety. At this time, US stocks, gold, and Bitcoin will all be hit, and the market will continue to fall.
Friends, don't forget that our crypto space has spent $233 million on political donations this time. What does this mean? It means no matter who wins, there will be leverage inside the new Congress, and crypto legislation will inevitably move forward. This is a long-term fundamental positive. $BTC
But in the short term? When gods fight, we mortals shouldn't try to guess who wins or loses. $OP
The Superchain concept gives Optimism an interesting infrastructure strategy: multiple blockchain networks built around shared technology rather than isolated ecosystems. This approach could improve interoperability and simplify development across participating chains. Still, ecosystem expansion does not automatically create sustainable OP token demand. Governance relevance, actual network usage, and competition from other scaling solutions deserve equal attention.#美国中期选举在即，哪些结果值得关注？
With the midterm elections approaching, the composition of Congress will directly rewrite fiscal and regulatory expectations, becoming a major short-term disturbance for global assets.
Focus on three key areas:
① Control of both the House and Senate: If a split Congress forms, large-scale fiscal bills will be difficult to pass, deficit expectations will cool down, and pressure on long-term U.S. Treasury bonds will ease; if the Republicans take both chambers, expectations for tax cuts and increased spending will rise, deficits will expand, and risks of inflation and high interest rates will increase; if the Democrats control both chambers, regulation on AI and tech giants will intensify.
② Debt ceiling negotiations: Under a split Congress, budget and debt ceiling talks are prone to deadlock, increasing the risk of government shutdowns and likely triggering phased risk-off market behavior.
③ Energy and trade policies: The two parties have significant differences on crude oil and tariffs, and election results will impact commodities and foreign trade sectors.
My view: The election will mostly bring short-term emotional shocks and is unlikely to overturn the Federal Reserve’s main trajectory. Inflation and employment data remain the core drivers of market pricing. Before results are finalized, funds tend to reduce positions and adopt a wait-and-see approach; volatility will increase, making it unwise to bet on directions prematurely. It is safer to adjust strategies once the seat distribution becomes clear.$BTC is back at the 76,326 threshold.
The lowest today was 76,389, just 63 dollars short, no break.
I originally thought the answer was given last week.
On October 30, it hit 76,326 and bounced back, I wrote at the time "held the line."
But this is the second test.
October 30 low was 76,326, November 2 low was 76,705. Today 76,389.
Current price 77,281, down 0.98% in 24 hours.
The upper boundary has also been around the same area.
November 2 high was 78,878. November 1 was 78,422, and before that 78,804.
None of the three times surpassed 78,900.
So this doesn’t look like sideways trading, more like convergence.
The lower boundary sticks between 76.3 and 76.7, the upper boundary is stuck between 78.8 and 78.9, the range is compressing inward.
Moving averages aren’t helping on either side.
MA20 is at 80,399, price is 4% below it.
MA200 is at 73,206, supporting from 5% below.
Sentiment has worsened.
Fear and Greed Index is 26, four days ago it was 37.
26 is close to extreme fear, almost at the threshold.
Data: daily, 4-hour charts and sentiment index self-calculated, 11-03 12:18 UTC.
The above is observation notes, not investment advice.
Do you think this is the third bounce, or will it finally break this time? There's something I don't quite understand: the exchange was robbed of 6.3 billion USD, and the founder's first reaction wasn't to reassure users, but to seek help from the US government, even saying he hasn't spoken with anyone in Washington so far.
The little $BTC in my account, I usually feel confident holding the private keys, but when something really happens, I realize that whether the money can be recovered depends on a phone call on someone else's desk. Our last line of security is probably the phone verification code.
The industry talks about forming a security alliance, sharing experiences, auditing each other, and freezing stolen funds together. Sounds good, but who is willing to first hand over the details of their own breaches?
Let's first see if the first batch of money has really been frozen.$MU surges #AMD Earnings Preview: Helios AI System Commercialization Progress $6.3 billion, the largest theft in Binance's history. The founder CZ's latest statement is: he has not yet communicated with Trump or Washington officials about this matter, only hoping that the U.S. government will take action.
This statement carries more information than "how much was stolen." One of the world's largest exchanges, after losing $6.3 billion, its first demand is not technical reinforcement but to make a call that hasn't been connected yet.
Why must it be the government? Recovering stolen funds is not purely a technical issue. On-chain addresses are public, but freezing a cross-border asset flow requires law enforcement cooperation and judicial jurisdiction; exchanges only dare to act within a compliance framework.
The industry's current response is to discuss establishing a security alliance: sharing experience, cross-auditing, and rapid freezing. But alliances inherently lack enforcement power. Cross-auditing means revealing each other's cards, and rapid freezing depends more on whether regulators are willing to cooperate. Progress is measured not by statements but by whether the first funds have truly been frozen.
Notably, there is a qualitative change. Activities by North Korean hackers, combined with the expansion of tokenized stocks, RWA, and stablecoins, mean large-scale attacks are no longer just PR crises but are linked to national security. This is a double-edged sword for leading platforms: $BNB will gain compliance premiums but also bear heavier audit costs.
When on-chain attacks are framed as national security issues, who benefits more: the big licensed players or the new entrants who can outsource risk? $BTC and $ETH do not answer, but the flow of funds will.$ETH How is Ethereum performing today? Yaoyao is here to share my views with everyone.
Ethereum is currently around 2271. At this point, I am still leaning bullish. The capital inflow is continuing, and there is still plenty of room above. I'll watch the trend after it breaks 2280. #PalantirQ3营收增长96%，股价不涨反跌