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A project dropping its own chain just like that: Akash is voting to move entirely to Solana 🚚 Akash is a decentralized computing power rental project, originally running on its own Cosmos chain. On October 26, it submitted proposal 346, with voting until November 2; the validator page currently shows about 98% approval. Key points: 🔹 AKT will be converted 1:1 into tokens on Solana, with the total supply unchanged, and the migration channel open for 2 years 🔹 Migration is one-way; once switched, it cannot be reversed 🔹 This vote only approves the "move"; when the computing power market switches will require another vote after audits and rehearsals; after switching, the old chain will run for another 90 days before shutting down What I focus on is $SOL here: a project that originally had its own independent chain is voluntarily choosing to migrate over. In my view, "maintaining your own chain" is becoming less and less cost-effective. But the real test lies in the upcoming audits and the switch. Today at 20:31 (Beijing time), OKEx spot $SOL is about 102.03 USDT. A reminder: the official says phishing is the biggest risk; the migration entry only recognizes the one announced through official channels. Do you think small projects abandoning their chains to join big public chains is a good or bad thing? Personal opinion, not investment advice $GOOGL, the most critical question in the earnings report is whether search ad resilience or AI capital expenditure is key? The company is expected to release results after the close on October 28, and the market needs to simultaneously assess ad conversion, cloud growth, and AI investment returns. If ads and cloud business support profits and AI improves monetization, the growth quality is better; if capital expenditure accelerates but squeezes profit margins, I will lower valuation expectations. $BTC is holding near $80K, but market signals show a growing imbalance. The long-short ratio has climbed to 2.39, while funding rates remain elevated. il Retail $BTC transfers to exchanges reportedly doubled from $5.5B to $10.75B in 30 days, while whale transfers fell 36% to $3.8B. Around $150M in long stop-loss orders sits near $79.1K-$79.2K. A downside move could trigger liquidations before any recovery. BTC may remain range-bound until excessive leverage clears. Watch funding rates, whale act10.28 Gold Midnight|Fed Decision Approaching, Pause in Rate Hike Expectations Supports Gold Price Rebound Yesterday, long positions at 3990-3995 smoothly reached the 4060 target; today, longs at 4040-4045 and 4028 both took profits and exited at 4056-4058. The 4-hour chart holds steady at 4025-4030 support, indicating the rebound rally is not over. Short-term support is at 4025-4030, resistance at 4063-4070, strong resistance at 4100-4105. Focus on buying on dips, strictly avoid chasing highs or selling lows, and wait quietly for the early morning decision. Trading Advice Buy gold on dips at 4025-4030, with a stop loss at 4018, targeting 4085-4090; if broken, look to 4100-4105. #谷歌云业务增长82%,AI投入回报如何? This afternoon I said this is a bull trap. Has it dropped? $BTC directly broke below 81,000, next is breaking below 80,000, then 79,000. $ETH also dropped to around 2340, later it will drop to 2300. I wonder if everyone has thought about one question: why is it dropping? Actually, if you observe carefully, you know it's because the Americans have just gotten up. More than half of the daytime gains were pulled up by our own people. The Americans are already laughing their heads off as soon as they get up, so why not just short it immediately? Friends, don't rush to go long now, it's not the time yet. #10月FOMC利率决议即将公布 比特币短线偏空,反弹先别急着追。以太坊贴着下沿,接下来几个小时我也偏空。看多声不少,成交却没跟上,这个反差最值得盯。 比特币近12小时低点在80,621.70,高点在81,820.00。比特币的矛盾在看多声和成交对不上。公开观点偏多,主动成交里卖向更大,减多和加空接连出现,买盘只是零星接一下,没形成连续推力。有些大额单子方向不明,我不拿来定多空。价格贴着近期区间下沿,反弹站不稳就还是偏弱。看多声没变成买盘,这是关键。 以太坊近12小时低点在2,341.00,高点在2,387.65。以太坊卖向仍占上风,价格几乎踩在近期区间下沿。盘中有加多,但只是零散承接,没把卖压吃掉。反弹力度不强,接下来几个小时先看下沿能不能被接住,接不住就继续往下试。买盘不连续,反弹就难持续。这个位置先看承接,不看喊单。 盯住比特币和以太坊下沿能否被连续买盘接住;买盘连续回来并站稳下沿,我就不再看空。$BTC $ETH Does not raising interest rates necessarily mean good news for the crypto space? For this Federal Reserve meeting, I am more focused on whether it will leave the door open for a rate hike in December. The interest rate decision will be announced at 2:00 AM Beijing time on October 29, with a press conference at 2:30 AM. The mainstream expectation is to keep rates unchanged, but don't forget, the Fed just raised rates by 25 basis points in September; a pause this time does not mean a shift to dovish policy. The data is not entirely reassuring: September CPI rose 3.7% year-over-year, August core PCE rose 3.0% year-over-year, inflation pressure remains. More importantly, at 8:30 PM on the 29th, the preliminary Q3 GDP and September PCE will be released. The market will first trade based on the Fed's stance at midnight, then see if the data supports it in the evening. My expectation is: a pause in rate hikes, but the wording will remain cautious. If inflation in the evening is higher than expected, even if BTC rises initially, it may give back gains; if inflation cools and growth remains stable, the rebound will have stronger support. So this time, I won't judge the direction based solely on the first K-line at midnight. #10月FOMC利率决议即将公布 Conclusion first: $PONS peaked at 0.3114 today, now at 0.2883, down 7.4%; 24-hour change +15.7%, OKX perpetual nominal volume $52.6 million, 5.8 times the spot volume of $9.04 million. The catalyst was Robinhood's Q3 last night: crypto revenue $120 million, up 20% QoQ, down 55% YoY; stock price fell 6.6% pre-market after earnings, EPS $0.51 missed expectations. On the same day, Ripple brought RLUSD onto Robinhood Chain. Looking at the launchpad from the wallet perspective: Pons V2 fees nearly $339,000 in the last 24 hours, $2.35 million in 7 days; only $205,000 on October 25, a 66% increase in three days. $PONS fully circulating supply is 672 million tokens, market cap $195 million, based on 7-day daily average annualized $123 million, ratio 1.6 times. But the chain itself is declining: Robinhood Chain fees in the last 30 days are only $1.73 million, down from $3.13 million at the end of August. Risk: open interest $9.33 million, buy orders $5,033. The high on launch day September 5 was 0.971, still 70% below that. Do you think the fees on this chain can support the remaining 70%?PEPE has returned to the 5-dollar range today, rising over 14% in 24 hours🐸 Since 10.17, Sun has cumulatively transferred out $48.76 million worth of PEPE, with a cost basis of about $0.000004115, now realizing an unrealized profit of $9.622 million; this portion of $PEPE accounts for 2.86% of the total token supply, making him the largest individual holder on-chain Whether this is a personal position build or exchange fund reorganization, Sun has not responded so far, and it cannot be verified on-chain; we can only wait for the principal to speak up🔥Bitcoin has been through mountain of FUD lately. The CLARITY Act failed, US-Iran war restarted, worst CPI/PPI in months, Rate hike, quantum threat, exchange and wallet hacks.👀 Despite all this shit, BTC is trading around $81k. And bears still think they will have a chance to buy $BTC at $40k LMAO 😂 #DailyOrbit $BTC and $ETH: Seeking a New Balance Amid Divergence Bitcoin and Ethereum are heading toward different narrative paths. As of October 28, Bitcoin rebounded to $80,700, and Ethereum returned to $2,345, with market sentiment turning neutral. However, the driving forces behind the two have clearly diverged. Bitcoin's institutional narrative has encountered setbacks. Institutions like Citibank and Standard Chartered recently lowered their target prices; Standard Chartered cut its year-end forecast from $150,000 to $100,000, mainly due to macro uncertainty and regulatory legislative obstacles. However, Galaxy Digital believes Bitcoin may have bottomed out, with spot ETF holdings down only 11% from their peak and an increased proportion of long-term holders. Bitcoin is struggling to transition from a "retail speculative asset" to a "macro asset." Ethereum, on the other hand, has shown relative strength. Over the past month, ETH rose about 24%, outperforming Bitcoin's 8%, and the ETH/BTC ratio reached a three-month high. The driving factors come from real on-chain demand: stablecoin holding addresses surpassed 300 million, with Ethereum's ecosystem accounting for 37%, three-quarters of which are on Layer 2. Institutions are also voting with their feet; after increasing holdings, BitMine now holds 5.78 million ETH, valued at approximately $11.2 billion. In the short term, the Federal Reserve's interest rate decisions remain the biggest variable. In the medium to long term, Bitcoin's scarcity narrative requires macro liquidity support, while Ethereum's ecosystem prosperity depends more on actual adoption. #10月FOMC利率决议即将公布 Keystone key theft caused damage to 18,835 wallets. Can a fake wallet be considered a real wallet? Been in this market long enough to know the scariest headline rarely does the most damage. If you own a Keystone, here's what actually matters. Got your device before October 20 and it passes verification? Keystone says you're fine. If yours arrived after October 20, contact official support even if the check comes back green. That's the window Keystone can't vouch for. Your seed phrase and private keThe ghost chips from the $CORE 69 million token exploit minting have not been rolled back and are completely hidden in the market. Nodes are running out fast, with fewer than 20 active validators left, clearly approaching the shutdown red line. Looking at the official reserve addresses, they have been frequently moving chips out recently. Several major exchanges have already restricted deposits and withdrawals, and trading slippage has been greatly increased. This project is taking a slow, painful exit path with a dull knife. Longs buying at this position are purely acting as ATMs for those chips obtained for free. #CORE $CORE 👇$BCH BCH is showing some serious moves right now. The price is stubbornly rubbing against the highs, the 4-hour chart is purely pushing upwards. Thought it couldn't rise anymore and would drop? Check the underlying data, big players are aggressively stacking positions at this level. The craziest part is the funding rate has actually turned negative. What does that mean? Retail traders are frantically shorting at the top, but the main force is holding firm without backing down. Now the shorts are not only stuck and standing guard, but also have to pay interest to the longs every day. The whole market is full of short fuel, just a little more spark and it could trigger a short squeeze at any moment. #BCH $BCH 👇One rose 124% in a week, one fell 49% in a week, and the third is still 93% away from its ATH. $IRYS, which rose 124% in a week but is now retracing, dropped 12.44% to $0.0266431, with a weekly gain of +123.74%. Fee rate -0.1662%, RSI 53.2. Circulating supply accounts for only 20% of total supply, FDV is five times the market cap. $CT, with an RSI of 28 but no buyers, rose 9.75% to $0.172769, fee rate -0.1649%, open interest 21.12 million, 7-day change -49.17%. FDV of 173 million is five times the market cap. $ARB, 93% away from ATH, rose 0.11% to $0.1671, open interest 217 million, 7-day change -11.16%, 30-day change -26.04%. Fee rate 0.0011%, bulls are still paying. Oversold and cheap are two different things; look at the circulating supply before commenting. $ETH Another big ETH holder couldn't hold on and liquidated, dumping over $12.4 million in just half a month 😬 5160 ETH with an average cost still at $2433, just now the last transaction directly deposited the remaining 2252 ETH into the exchange. If all of this gets sold off, it would be a cut-loss of $148,000, even big holders can't hold on and have admitted defeat.#10月FOMC利率决议即将公布 Tonight's script is very simple. The plan for the first half of the night is to short Bitcoin down to around 80000, even 79800, which is a buying opportunity, with a target near 82200.$TRUMP 这张图真的是把这两年 Pumpfun 从散户狂欢到 AI 机器人绞肉机的全过程给扒透了。 从早期那些靠有机社区跑出来的金狗,到后来平台用各种 AI 基础设施、阶梯机器人和控盘矩阵全面接管市场。13个关键节点把内幕安排得明明白白,现在的百倍币早就不是散户的有机胜利,而是全方位的算法对局。 看懂这张宏观时间线,才知道为什么现在赚钱越来越难。$BREV Let me summarize the current situation. Entered at 0.08489, now at 0.0823, +61%. Short position. First, the bad: 0.082 just broke, only by 0.36%, almost like it didn't break. This kind of "just barely breaking" usually ends with a spike down, triggering a bunch of stop losses, then pulling back. I've been fooled by this level several times tonight, so I'm not excited. Now the good: It touched a low of 0.07961 during the session, indicating there is real selling pressure downwards, not just grinding. Also, 0.0796 was recovered, meaning there was buying support—this support has been tested once, making it more reliable than untested support. My action: I closed most of my main position. The fallback is 3.15%, with 20x leverage this is just a thin line; no need to risk 61 points for a little extra profit. Levels: Resistance at 0.085, support at 0.08. If it breaks above 0.085, I clear out; if it breaks below 0.08, I look at 0.0796, and if it breaks further, then 0.075. Sitting tight in between. $BTC $ETH #10月FOMC利率决议即将公布 海力士“珠玉在前”,利好AI产业叙事,但是也给后续三大云厂商带来一定的验证压力! 如前文所说,海力士的财报验证了AI资本开始的可持续性,并且将AI硬件的未来拓展到2030年, 证明未来资本开支还有更多的想象空间,更重要的是海力士敢分红这个动作,证明了企业有信心在未来持续盈利的能力 而作为上游半导体AI设备产业,财报利好也必然对下游产业有一定带动,最直接的就是谷歌、亚马逊以及微软 #10月FOMC利率决议即将公布 微软:海力士财报利好Azure + AI Services + AI基础设施利用率 谷歌:需求利好,但是有一个陷阱,海力士财报对谷歌的收入是利好,但是因为存储溢价可能会压缩谷歌的利润空间,所以谷歌的利好要相对谨慎看待 亚马逊:逻辑简单,海力士需求强 → AI 服务器部署强 → AWS基础设施需求仍然强,但是对亚马逊的自由现金流也同样是一个挑战 另一方面,上游半导体硬件产业证明了资本开支的扩容度,下游云厂商,尾端AI商业落地企业都要承受另一个叙事压力——花钱与赚钱速度能否成为正比,所以接下来三大云厂商就要关注AI 资本支出 → AI 收入 → AI 利润这套逻辑能否完美闭环 否今晚真正要盯的不是利率数字,是鲍威尔张嘴那一瞬间的语气。 预期都提前计价了吗,还是市场只是在假装淡定? 看盘到现在,我反而没那么在意结果本身。BTC 贴着 80K 附近横着,表面像在等,但那种安静不太像放松,更像大家把仓位先收回来一点,谁都不想在高波动前当那个先冲的人。ETH、SOL、ZEC 的波动更明显,说明边缘风险偏好还在,只是承接深度明显跟不上情绪的热闹。 - 利率大概率已被消化,真正会动价格的是十二月路径的措辞和记者会里的边角语气 - 偏鹰的意外更容易打到高 beta 板块,ETH 和 SOL 的回撤弹性会比 BTC 更夸张 - 若措辞偏软,反弹会先出现在大市值,再慢慢传到山寨,节奏不会一步到位 我自己的理解是,这一晚更像跨市场联动下的情绪重定价,而不是单一事件驱动。美债收益率和美元若同步走强,风险预算会被压一压,BTC 的 82K 就变成需要量能确认的位置,而不是随口喊的目标;反过来,若语气温和,ETH 2,400、SOL 110、ZEC 1,350 这些位置更像情绪修复的检验点,不是无脑追的理由。表面热闹和真实承接之间的落差,才是今晚最容易被忽略的地方。 偏多路径需要看到回#FOMC decision will be announced tonight, but I'm more concerned about what they say after the pause At 2 a.m. Beijing time on October 29, the Federal Reserve will announce its interest rate decision. The latest U.S. consumer confidence rose to 91.7, making me more eager to hear how policymakers assess economic resilience. For this meeting, I will separate the interest rate outcome from the future path: first listen to the 2:30 a.m. press conference for statements on subsequent rate hikes, then observe the two-year Treasury yield and the dollar. If rates remain unchanged but the market raises expectations for future hikes, BTC and tech stocks could still face pressure. I will reserve judgment on the initial price reaction until after the press conference concludes.Gold is about to break through, and the bulls are celebrating wildly! This wave of the market perfectly exemplifies "trend is king." $XAU has shown strong recent momentum, breaking resistance on the hourly chart continuously, rising from 4001 to 4063, with bulls continuing their advance. The fundamentals are supported by global central banks increasing holdings and risk aversion driving demand, making gold assets favored again. I established a long position at an average price of 4001, with a floating profit of 154%. The logic is a breakout above the previous high followed by a pullback confirmation, supported by volume, holding the position awaiting further rise. Current price is 4063, short-term indicators are overheated, caution for a pullback after a spike. The mid-term target is 4100, with 4010 as the key support-resistance dividing line. $BTC $ZEC $BLUR short position, let me explain my thinking. Shorted at 0.008568, current price 0.008244, floating profit 75%. The logic is simple — it broke below the previous low structure, so I followed the short. It has dropped 3.78% so far, the direction is correct. But there's one thing I need to clarify: the retreat limit is only 3.93%. What does that mean? If it rebounds 3.93%, this 75% profit will be wiped out completely. So I took profits on my main position first, this is discipline, no negotiation. Many people want to "hold on" after making a profit, but I can't — the margin is too thin, I can't hold it. 0.0082 just broke, the range is pitifully small, it's a probe. Looking up to 0.0085 (3.11%), if it stands back above this, the short logic is invalid, I admit I was wrong. Only breaking 0.008 counts as a real breakdown, then look for 0.0075. That's it, keep the base position, move stop loss above cost, no adding positions. $BTC $ETH #10月FOMC利率决议即将公布 AI pulled the Nasdaq up, so why did Bitcoin only follow halfway? On October 28, AI sentiment drove the Nasdaq up 1.18%, and the Philadelphia Semiconductor Index rose over 2%. Bitcoin only increased by 0.95%, hovering around $80,900, and even briefly dipped below $80,000 during the Asian session. Tech stocks are rising, but crypto is barely keeping up. There is a straightforward logic behind this. The most certain growth narratives in the current market are AI and chips. When capital seeks certainty, it prioritizes assets with realized earnings and order support. Although Bitcoin correlates with tech stocks, on the eve of the Federal Reserve decision, its pricing is more about trading the "interest rate path" and "risk appetite" rather than specific industry growth. Hence, this divergence occurs: chips are trading AI demand, while Bitcoin is trading macro uncertainty. Here lies a pitfall. Many see tech stocks rising and assume crypto will surge as well, so they increase positions before the decision. But crypto often reacts more sensitively to macro events and is more likely to move in the opposite direction after news breaks. Leveraged users are especially vulnerable to being wiped out in an environment that "seems to show improving risk appetite." What’s truly worth watching is not whether rates move tonight, but the post-meeting statements hinting at the December path and whether capital will continue to flow from high-certainty assets (chips, AI) to risk assets (crypto). If the flow is not obvious, Bitcoin will likely continue to consolidate around $80,000; if the flow begins, we may see more sustained follow-through gains. How do you view this divergence now? Do you think the rhythm difference between tech stocks and crypto is temporary or will last for a while? Have you adjusted your own positions accordingly? $BTC #FederalReserve #AI #Macroeconomics #OKXPlanetBrothers, another on-chain data worth paying attention to has come out. The realized market cap of $BTC Bitcoin has rebounded from the low point, increasing by 31 billion USD. Many people see this data warming up and their first reaction is that it will surge, but don't be too optimistic yet. Previously, at the 2025 peak, this indicator was also rising. Behind it were long-term holders who took advantage of the lively market to sell their chips to newcomers chasing in. In simple terms, it was profit-taking. So the rise of this indicator does not necessarily mean it will continue to rise later; it only indicates that more profits are being realized in the market now. Next, focus on two key points: first, whether this indicator can continue to rise; second, when new funds enter, whether the price can hold the gains and not be crushed by a bunch of profit-taking. In a volatile market, the biggest taboo is to blindly be bullish based on a single data point. Old whales can cash out at any time, so positions must be controlled and don't rush blindly. $ETH $SOL #10月FOMC利率决议即将公布 Rising back to 81,000, don't be too quick to celebrate; this wave looks more like positions unloading rather than new money coming in..... BTC rose nearly 1.3% in 24 hours, but OKX contract positions actually dropped by almost 6%, and the long-short account ratio fell from 2.23 to 1.87. Price is going up, positions are going down, so the number of people chasing hasn't really increased!? Thursday at 2 AM is the FOMC. I'm watching the 80,845 level; if it holds, then look at 81,823. If it falls back, don't force it🤣 #10月FOMC利率決議即將公布 $MSFT, will the market continue to pay for AI investments, or start questioning the returns? The company is scheduled to release earnings after the close on October 28. Investors will focus on cloud growth, AI product usage, and the balance of capital expenditures. If revenue and profit margins can prove that the investments form a closed loop, the valuation is supported; if investments rise but monetization lags, I will downgrade my assessment of the AI premium. My first reaction is not excitement, but fear of missing out. A broad rally too easily makes people mistake greed for judgment 🫠 Bitcoin broke above $81,000, mainstream coins broadly rallied before the Fed decision, with HYPE and ZEC leading the gains. I see this as a warming of sentiment, not confirmation of direction: the decision hasn't been made yet, holders may be busy looking for positive signals, while onlookers fear missing out. I also have to guard against confirmation bias and not substitute rising prices for validation. Seeing this wave, is your first reaction fear of missing out, or fear of a reversal after the decision?Check $DOGE here. The 1H chart rallied from $0.07660 to $0.08064, but sellers have pushed price back to $0.07966. The uptrend remains visible, though short-term profit-taking is kicking in. Entry: $0.07950-$0.07970 SL: $0.08070 TP1: $0.07900 TP2: $0.07850 TP3: $0.07800 Holding $0.0790 could support recovery. A breakdown may deepen the pullback. Wait for confirmation.$PEPE fans have probably seen this news by now, so don't rush in impulsively. In short: the PEPE spot ETF filing update is just a submission of revised materials ≠ approval. It's an expected positive, but the certainty of it actually happening is very low. To be clear, it's just supplementing materials, not SEC approval. This is the first time a #Meme coin is trying to follow the same ETF regulatory path as BTC and ETH. Those passed because they have asset narratives backing them, but PEPE is driven purely by market sentiment consensus as a meme, with no underlying business. The SEC's review threshold for this type of asset is much stricter, and the chance of rejection is quite high. The usual pattern now is that once the news comes out, there's a pump as many rush in to take a chance. If the SEC then pours cold water on it, a large amount of profit-taking will cause a dump. So, my advice to fans is to speculate cautiously, never go all-in betting, and prioritize risk avoidance. #谷歌云业务增长82%,AI投入回报如何? $BLESS maintaining strong upside momentum after a sharp price expansion. Holding above the nearby support zone could attract further buying pressure. EP 0.01120 – 0.01155 TP 0.01210 0.01270 0.01340 SL 0.01085 The bullish structure remains attractive as long as buyers defend support. A breakout above nearby resistance could open the door to another upward move. Let’s go $BLESS #StrategyQ3BTCGains $BCH Damn it! This BCH chart is giving me a headache. Around 297, the manipulative whales are faking moves back and forth, washing out retail traders who are crying out loud. The candlesticks have been shrinking in volume and moving sideways for a long time; it's clear someone is quietly accumulating. This wave is purely a game of tactics, with no news support, relying entirely on the battle at the order book. My straightforward plan as a veteran: gradually build positions around 297.15, set stop loss below 290, admit defeat if it breaks down, and if it holds, target around 310. Don't chase the highs; wait for a pullback. Those who want to follow, keep an eye on the market card below, control your position size, and always use stop loss. How long do you think these manipulative whales can keep grinding? 👇👇👇#谷歌云业务增长82%,AI投入回报如何? My subjective judgment: The probability of a decline after the earnings report is about 55%, and the probability of an increase is about 45%. This is a subjective estimate based on current information, not the result of a statistical model. There are three main reasons: 1. Market expectations are already high. The market expects Q3 revenue to be about $128 billion, with Google Cloud revenue expected to approach $29 billion. Even if the performance exceeds expectations, if the margin of excess is not large enough, the stock price may still fall. 2. AI capital expenditure is the biggest hidden risk. The 2026 capital expenditure guidance has been raised to $195 billion–$205 billion. If management continues to increase investment without providing clear return expectations, the market may choose to take profits. 3. Stock price reaction is more important than earnings numbers. The market looks not only at this quarter's performance but also at cloud business profit margins, free cash flow, and future guidance. The options market expects the stock price to fluctuate about 6% around the earnings report. My trading inclination: short-term bearish, but I do not recommend heavy short positions directly. If the stock price rebounds weakly after the earnings release and breaks after-hours support, consider following the trend to short; if the cloud business significantly exceeds expectations and the stock price rises with volume, promptly abandon the bearish view. In a word: I am more cautious about the realization of positive news rather than simply betting on underperformance. The key this time is not how much Google earned, but whether the market believes the AI investment can bring sufficient returns.$APR holding strong momentum following its recent upward expansion. Consolidation near current levels could help establish a stronger base for the next move. EP 0.04380 – 0.04480 TP 0.04650 0.04800 0.05000 SL 0.04250 The bullish outlook remains valid while APR holds its demand zone. A confirmed breakout above resistance could bring additional upside momentum. Let’s go $APR #RobinhoodQ3ProfitFalls Macro background: After the FOMC, the real test is just beginning The FOMC itself did not create surprises, but PCE (October 29) and about $11 billion in options expiring (October 30) followed in quick succession, forming the real source of volatility this week. Pricing in the options market has already reflected a defensive bias: implied volatility of put options (44%) is higher than that of call options (38%), with traders paying a premium for downside risk. Geopolitical and tech stock disturbances have not dissipated either: Brent crude oil fluctuates around the 117 range, Nvidia fell about 8% this week, Meta dropped 9%, and the suppression of risk appetite is systemic $BTC $ETH $ZEC #微软Azure增长43%,AI商业化能否提速? Sun Yuchen has become the largest individual holder of $PEPE, holding tokens worth 51.25 million USD in a vesting wallet, according to Arkham data.Yushu Technology's third-quarter revenue continued to grow, but profit performance showed divergence. In the third quarter of 2026, the company achieved revenue of ¥665 million, a year-on-year increase of 69.93%; net profit attributable to the parent company was ¥113 million, a year-on-year decrease of 17.37%, and net profit excluding non-recurring items also declined by 17.42% year-on-year. Looking at the first three quarters, revenue reached ¥1.817 billion, a year-on-year increase of 55.71%; net profit attributable to the parent company increased by 270.54% to ¥387 million, but net profit excluding non-recurring items decreased by 18.78% year-on-year. Revenue is growing, but third-quarter profits are under pressure, and the high growth in net profit attributable to the parent company in the first three quarters is not reflected in net profit excluding non-recurring items. #宇树科技On CHIP, the volume of a single hourly candle expanded to 9.52 times the average of the previous 24 closed hourly candles, yet the price dropped from 0.05603 to 0.05153. OKX spot trading from 19:00 to 20:00 was about $509,800, down approximately 8.0%. At 20:25, the price rebounded to 0.05214. My judgment is that the sell orders dominated at 19:00, and the current rebound is not enough to indicate the downtrend has ended. The 20:00 hourly candle has not closed yet, and the current volume of about $98,000 cannot be directly compared to the previous full hour. The buy and sell depth within 1% of the price is about $73,100 and $75,000 respectively. Order book entries will change and cannot be considered as already executed support. If the 20:00 close is above 0.05153 and the next hour's pullback holds above that level, I will reassess the continuation of selling pressure; if it first breaks below the 20:00 low of 0.05063, the current rebound has not held. $CHIP $SNDK Sandisk evening short-term trend analysis: The current price is around 1363. From the market perspective, the price has risen steadily from 1230 to around 1375 where it encountered resistance; on-chain funds show dense sell orders around 1380, indicating short-term pressure from bears, but there has been no significant pullback, instead stabilizing around 1360, suggesting decent support below. #10月FOMC利率决议即将公布 According to Guan Ge, this main upward wave trend is not yet complete, and another rally is expected after the US stock market opens tonight.The 75x liquidation was on points, not money In the simulation account, a 75x full position was liquidated twice overnight. The loss was only 248 and 188 practice points. First, understand the leverage: 75x means if the price moves about 1.3% against you, the principal is gone. A full position means staking the entire account balance. So it's not that the market dropped a lot, but the room to withstand losses was originally narrow. Next, look at the asset: $SNDK, a small-cap stock with large volatility, is more likely to be liquidated first at the same leverage. $NVDA surviving a 50x position means the asset is more stable and can withstand it. Losing points doesn't hurt, but with real money at the same leverage, the result is the same. #Meta融资增至975亿美元,英伟达认购30亿 #$SNDK $NVDA Check $OKB here. The 1H chart has climbed from $107.63 to $111.30, but sellers have pushed price back to $110.48. Momentum remains bullish, though resistance is emerging near the recent high. Entry: $110.30-$110.50 SL: $111.40 TP1: $109.80 TP2: $109.20 TP3: $108.50 A break above $111.30 could extend the rally. Losing $110 may invite a deeper pullback. Wait for confirmation.Replacing "Crypto" in the name with "Frontier," my first reaction was also: Is crypto VC turning around? But downplaying crypto in the name VS capital exiting crypto are really two different things. According to the material, a16z has expanded the investment scope of the new fund, and Chris Dixon clearly stated that they will continue to invest in crypto. I think this feels more like competitive pressure for crypto entrepreneurs rather than a signal of exit. Focusing on crypto VS covering frontier technology means projects might be competing for the same pool of funds. My guess is, if investment options increase, then just telling the story "we are a crypto project" will be harder to impress investors; what problem the product actually solves will become more important. So I wouldn’t interpret the renaming directly as negative news, but I also wouldn’t see it as positive: continuing to invest doesn’t mean crypto is still the sole protagonist. Are you on the side of "expanding scope brings new opportunities," or on the side of "crypto projects will be split in attention"? After the Federal Reserve FOMC meeting, the interest rate decision will be announced at 2:00 AM on October 29, followed by a press conference by Powell at 2:30 AM. According to CME's "FedWatch" data, the probability of maintaining the interest rate this week is 92.8%, with a 7.2% chance of a 25 basis point hike; by December, the probability of maintaining the rate is 16.4%, a 77.7% chance of a 25 basis point hike, and a 5.9% chance of a 50 basis point hike. The core game is not the decision itself but the wording of the post-meeting statement that will set the tone for December's policy. Bitcoin is highly sensitive to interest rate expectations, and the next phase's direction is more likely to be determined by the interest rate path. Additionally, Brent crude oil, due to supply concerns, once approached $117 per barrel before falling back below $114. Nvidia fell about 8% this week, Meta about 9%, and risk assets overall are under pressure. ETF capital flows show significant divergence: Bitcoin spot ETFs saw a net inflow of about $442 million this week, with $110.3 million inflow on Monday all from BlackRock's IBIT, indicating a marginal reversal in capital flow; Ethereum spot ETFs had a cumulative net outflow of $1.26 billion in October, close to a historical monthly outflow record, with institutional preference for ETH allocation clearly weaker than BTC. The directional choice around the 80000 level previously warned by Wintermute may become clearer after the FOMC. Focus on BTC support defense near 79500 and ETH near 2333 #谷歌云业务增长82%,AI投入回报如何? On October 29, at 5 AM, Google delivered its report! From the chart, we can see cloud growth at 65%-75%, annual spending reaching 210 billion, free cash flow turning positive, search up over 15%... The most aggressive of the seven points is spending: while competitors remain inactive, Google dares to spend like this, firmly believing the window is theirs. So I boldly predict that Google's earnings report will beat expectations by 90% Now Google's forecast is nearing the end, with volatile buy-in points; buying at the bottom is a guaranteed profit! To start with the conclusion: $ZEC is now at $1300, up 4.3% in one day. What’s moving today isn’t the price, but the supply side and product side converging simultaneously, while the European channel has just been blocked. Three things are happening at once: ① The NU7 mainnet activates on November 5 at block height 3,543,405, reducing block time from 75 seconds to 25 seconds. ② Co-founder Sean Bowe proposes reallocating 8% of ZCG’s block subsidy into the network sustainability reserve, locking it from circulation until 2028; ZCG holds 91,453 ZEC worth about $111 million. ③ CoinShares’ Zcash ETP (ZCSH) was suspended on its first day of listing on Euronext Paris today, officially due to "operational settlement requirements," awaiting central securities depository support for settlement. The money side is another story: OKX perpetual contracts have a 24-hour nominal volume of $949 million, while spot is only $77.86 million, a 12x difference; open interest is $163 million. The price is driven by leverage, not spot consensus. Thirty days ago it was still at 1587, now 1300, down 18%; still 59% below the 2016 all-time high of 3191 — today marks the tenth anniversary of that peak. Will you wait for NU7 to launch before buying, or use leverage to bet on November 5?AI tokens are no longer telling the same story; the spoils are being divided unevenly. $NEAR at 4.649, up 4.03% in 24h, with trading volume jumping from the usual tens of millions directly to 93.5 million, RSI at 49.5, and funding rate at 0.0084%—real money is competing. $TAO at 255.6, up 1.75%, down 17.07% over 30 days, still paying off debt. $WLD looks bad, at 0.4387, down 0.99% against the trend, down 24.91% over 7 days, losing a quarter of its value in a week. The same AI narrative, one hits the daily limit up while the other crashes, indicating the market no longer recognizes the term "AI concept" but only focuses on the part where users are actually active. My view: The era of sector premiums is over; next comes the blood test. NEAR's volume is worth watching; avoid buying WLD in the downtrend channel. Robinhood's performance didn't meet market expectations, yet Robinhood Chain surged significantly, which makes me a bit suspicious. The company's results are not ideal, but the crypto world can still be lively, which isn't surprising. What I want to understand first is, what exactly is the relationship between what ordinary people buy and Robinhood? In the futures market, a famous brand doesn't necessarily mean the contract is the same thing. Here, the name carries the same brand, but what rights do you actually have when holding it, or did you just buy into the hype?HOOD, Q3 revenue records growth, why does profit margin remain key? Robinhood announced quarterly net revenue of 1.424 billion USD, up 12% year-over-year, possibly related to a 19% increase in trading, but diluted earnings per share fell 16% to 0.51 USD. Active transaction volume and net inflows indicate strong platform demand, while costs and investment expenses affect profit conversion. #Apakah pertumbuhan bisnis perdagangan Robinhood dapat berlanjut? Bullish (wait for the right side) — On the daily chart, two consecutive closes above 0.194 with volume ratio ≥1.0, and BTC closes back above daily E21 (81,866); enter on pullback to 0.190-0.194, defense line at 0.1858 (2×4h ATR outside), targets at 0.209 / 0.221 / 0.233, with R:R to TP2 approximately 3.3 $FET