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#索尼财报前瞻：游戏与音乐业务表现如何？ November 4th $ETH Market Observation
The support around 2220 mentioned yesterday saw a low of 2225 this morning, followed by a rebound to 2266, but it is still not stable. The 1-hour level shows clear resistance at 2318, with a second attempt to break 2310 failing. Selling pressure above is heavy, and the highs continue to move lower, so the short-term trend has not yet turned strong.
There are also disturbances from the news: preliminary results of the US midterm elections are out, with the Democratic Party making progress in several key districts, but control of both chambers remains to be confirmed; $BTC simultaneously dipped near 75700, with overall sentiment cautious.
Liquidation data is for reference only: if ETH breaks above 2359, the mainstream CEX short liquidation intensity is about $776 million; if it falls below 2136, the long liquidation intensity is about $381 million. These are estimates and do not guarantee price will reach these levels.
In terms of operations, short-term support is seen at 2220-2230, with a rebound expected if held; if broken, attention shifts to around 2170 or continued decline. On the upside, first watch 2280, with strong resistance at 2300-2318; do not chase longs before a valid breakout. Low-position longs can be held for observation, with partial reduction at resistance zones during rebounds; those without positions should wait for a pullback to stabilize or a breakout of resistance before taking action.
#US midterm elections enter the vote counting phase, how will control of Congress change? $ETH $BTC #CircleQ3营收超预期，USDC链上交易量增长49% #AMD数据中心收入近翻倍，营收及指引均超预期 Celo comes with a native stablecoin system, focusing on inclusive mobile payments and RWA scenarios, with a capped total supply that gradually stabilizes. The ecosystem treasury receives protocol revenue, and on-chain stablecoin circulation generates continuous demand. The bullish bet is on the growth of global payment users, with risks stemming from stablecoin reserves and regulatory policies.WLFI is falling quite badly, completely disconnected from the market rebound.
BTC and ETH are both rallying, but WLFI keeps dropping. Sun Yuchen sued World Liberty Financial in April 2026, claiming that freezing his 4 billion tokens constitutes fraud, involving a $45 million investment. WLF countersued for defamation, and both sides are fighting in courts in California and Florida. On November 3, Sun Yuchen's lawyer filed another motion requesting sanctions against WLF for concealing ownership ties in the UAE. The market is recovering but WLFI is not following; they are handling their own lawsuit. The problem with this project is not the market but the governance structure itself.The Fear and Greed Index reads 20, with market sentiment pressed down to the "Extreme Fear" floor. Many get excited when they see this number, thinking a crash is near and rushing to open short positions. But extreme fear has never been a catalyst for accelerated decline, especially when oversold conditions and crowded shorts collide; chasing shorts often fuels a rebound instead.
My bias remains bearish, but bearish does not mean acting at the peak of panic. $BTC is hovering with low volume around 77,000, with both buyers and sellers waiting. Chasing aggressively here is not a comfortable bet. A safer approach is to wait for a bounce, let those who need to cut losses do so, let short positions loosen, and then look for opportunities from a higher level.
The biggest taboo at the table is not being wrong about the direction, but pushing all your chips in at the most excited moment. Extreme fear is not a button for me to add positions; it’s a reminder not to be driven by emotion.
So, is extreme fear a signal for you to add positions, or to wait?The total supply of APT is capped at 2.1 billion tokens, with the core barrier being the Move secure contract language, suitable for institutional assets and stablecoin RWA implementation. Transaction fee burning provides a deflationary buffer. The bullish bet is on the continuous inflow of compliant funds, while the risk lies in the ecosystem application rollout being slower than expected.Today $ETH surged more fiercely than BTC, rising nearly six percent in one day, and immediately some in the background shouted "Ethereum is about to lead the rally."
Don't rush. High volatility does not equal strong fundamentals. The essence of this rebound is short covering—whichever leg has the most squeezed shorts will rebound the strongest. A few days ago, ETH's fees even turned negative, indicating shorts were the most crowded among everyone. Once the price pushes up, this group stampedes to close positions, driving the price up especially fast.
So this kind of rise is fast but also prone to quick pullbacks. It reflects the position structure, not that someone is genuinely adding long positions with real money. Be especially cautious of low-volume rebounds, as there is no incremental capital taking over at the bottom.
To judge if an asset is strong, don't just focus on the gains; look at who is being forced to buy behind the scenes. C2C 10u War God's final dance Yesterday, the main short position was liquidated. Reviewed the following issues:
1. 100x high leverage without setting a proper stop loss point. Ideally, drawdown should be kept within 2%, and no more than 6% in a single day.
2. Emotion-driven trades without rational analysis of market reversals, blindly entering positions.
3. When short positions were profitable, did not take profits or set proper stop losses during the trade, fearing profit retracement. Taking 30% of profits after gaining is more appropriate. #ETH touched $2500 then fluctuated#ETH强势拉升，空头清算超11亿美元 The most frustrating thing in trading is never getting the direction wrong, but losing money even when you get the direction right.
These past couple of days have been a live case study. $BTC bounced back from 75,000 to 80,000. Many shorts originally bet correctly on the big trend, but were shaken out by this rebound, hitting stop losses at the lowest point, then helplessly watching the price drop again, chasing back in, only to be shaken out once more. Back and forth, the direction was right, but the account was bleeding.
This is the cost of frequent trading. Every extra trade you make within a range means paying another fee and exposing yourself to noise again. The real opponent isn’t the big players, it’s your own restless hand.
Decide clearly whether you’re trading intraday volatility or the trend. If it’s the trend, give enough stop loss room and hold on; don’t let a single rebound shake you off the right position.
How many times have you been shaken out this year?When everyone judges the long and short data of Bitcoin $BTC, which indicator do you value the most? Personally, I often look at these three aspects to judge the structure of longs and shorts
1. Liquidation Heatmap
This allows observation of potential liquidation zones for both longs and shorts, as well as areas with dense liquidity. It also shows the approximate situation of potential funds and where the biggest pain points for longs and shorts are. The increase or decrease in liquidation zones can help determine whether market leverage risk is concentrated.
2. Liquidation Data
Liquidation data can show the recent impact on longs and shorts in the market. The heatmap mainly shows potential liquidation zones, while liquidation data reveals the intensity of liquidations that have already occurred. Observing the ratio of long to short liquidations can reflect which side is under more pressure recently, as well as whether market open interest has increased. However, liquidation data is lagging and can only help analyze the intensity of liquidity sweeps in that area.
3. Long and Short Funding Rates
This data tells us which side, long or short, is currently more crowded in the market. When the funding rate is positive: it indicates that long positions are relatively stronger and market sentiment may be more bullish. When the funding rate is negative: shorts pay funding fees to longs, indicating shorts are currently stronger and bearish sentiment is more prevalent. The higher the rate, the more crowded one side is. However, this needs to be combined with intraday data; looking at just one indicator cannot determine market trends, and sometimes in extreme conditions, all indicators fail. #交易之声：你的经验值得被听到 In the past 24 hours, money hasn't left the market but has been repositioning itself. Coinglass capital flow data reveals a gap that most have overlooked: the capital structures of the three main lines $BTC, $ETH, and $SOL have completely diverged, yet the market is still trading them with the same set of sentiments. First, look at $BTC. Spot net inflow is $136.6 million, while leveraged contracts withdrew $79.88 million. This is not a sign of weakness; on the contrary—the spot market is holding the base, and leverage is actively taking profits. This combination of “spot holding the bottom, leverage receding” indicates that the driving force behind $BTC is real buying rather than artificial hype built on borrowed funds, making the bottom more resilient. Those chasing the rally find it slow, but slowness itself is its moat. The truly undervalued one is $ETH. Spot inflow is $88 million, and leveraged contracts simultaneously poured in $156.13 million, both legs moving forward together. This is the only structure among the three where spot and leverage resonate, pushing short-term elasticity to the limit. Once the market ignites, the strongest explosive power won't be $BTC but $ETH. Most still treat $ETH as a follower, but the capital structure has already given a different answer. $SOL is in the most awkward position. Spot slightly accumulated $11.25 million, but contracts saw an outflow of $12.01 million, almost canceling each other out, with a slight net negative total. There is sporadic spot support at low levels, but leveraged funds have not returned, lacking a booster, making it difficult to have an independent major rally in the short term. It’s not that $SOL has no story, it lacks capital backing. The three structures correspond to three paths: $BTC relies on🚀 AMD's data center revenue nearly doubled! New players are entering the AI chip market!
AMD's latest earnings report signals strong growth, with AI infrastructure demand continuing to heat up.
📊 Q3 key data:
🔹 Total revenue: $13.4 billion, up 45% year-over-year
🔹 Data center revenue: $8.55 billion, up 97% year-over-year
🔹 Q4 revenue guidance: $17 billion, approximately 27% quarter-over-quarter growth
🔹 Data center business contributes about 64% of quarterly revenue
🔥 AI chip competition is intensifying!
AMD is competing for market share with its Instinct GPUs and EPYC server processors, making the AI computing power market no longer a one-horse race dominated by NVIDIA.
⚠️ But high growth comes with high expectations:
AMD's current valuation already reflects the market's anticipation of future growth. Going forward, whether revenue can continue to be realized through 2027 will be a key focus for investors.
💡 Opportunities in the AI industry chain may lie not only with the leaders but also with rapidly catching-up competitors.
Do you think AMD can become the next growth engine in the AI chip market?
#AMD #AI #Semiconductors #NVIDIA #BTC #ETH #DailyOrbit🚨 The U.S. midterm elections change market logic! The fiscal expansion trade is shifting to a fiscal constraint trade!
The Democrats control Congress, while the Republicans continue to hold the White House. Policy battles intensify, and global assets may face a new round of repricing.
📊 Four major assets: who will benefit?
🇺🇸 U.S. Treasuries: the clearest beneficiaries
Fiscal expansion space is limited, expectations for yield declines are rising, and the bond market is expected to strengthen.
💵 U.S. Dollar: short-term pressure, medium-term support remains
Changes in fiscal expectations bring pressure, but Federal Reserve personnel and policy reviews may provide medium-term support.
📈 U.S. Stocks: limited impact on indices, increased sector divergence
AI technology faces regulatory uncertainty, healthcare sectors may benefit; financials, defense, and utilities face policy variables.
🥇 Gold: short-term strength
Safe-haven demand may provide support, but sustained gains require coordination of economic data and interest rate trends.
💡 Core judgment:
U.S. Treasuries have the clearest logic, U.S. stocks focus on sector rotation, and the one-way potential for the dollar and gold still needs observation.
The volatility brought by the election may only be a short-term catalyst; the real sustained market influences remain AI industry trends, geopolitical risks, and Federal Reserve policies.
Which do you think will hold the biggest opportunity in the next phase: U.S. Treasuries, gold, or AI tech stocks?
#美国中期选举 #美债 #黄金 #美股 #AI #DailyOrbit 🚨 BTC experiences a V-shaped rebound! Legislative headwinds and technical recovery—who will lead the next market move?
Regulatory uncertainty from the U.S. midterm elections remains, but Bitcoin's short-term rebound may be sending different signals.
📉 1️⃣ Legislative front: Pressure on the crypto market
With Democrats controlling Congress, crypto market structural legislation like the CLARITY Act may face more resistance, making midterm policy expectations a suppressive factor for the market.
📈 2️⃣ Technical aspect: Extreme oversold triggers rebound
After BTC hit a seven-week low of $75,690, the 15-minute and 1-hour RSI entered oversold territory, prompting short-term technical buying.
🌍 3️⃣ Geopolitical risk: Signs of easing
Trump expressed respect for the election results, easing some market concerns over geopolitical risks. However, the presidential veto power means legislative battles may not necessarily lead to the worst-case scenario.
💰 4️⃣ ETF fund flows: Deciding the quality of the rebound
The previous trading day saw a net outflow of $405 million from BTC ETFs. Whether funds can flow back in next will be a key indicator to judge if the market is just an oversold correction or a trend reversal.
💡 My focus:
A technical rebound has appeared, but a true trend reversal?
Do you think this BTC rebound is a short-term correction or the start of a new upward wave?
#BTC #ETH #ZEC #Crypto #Bitcoin #DailyOrbitThe midterm election votes are in, and the Democrats have taken the House, even flipping Texas blue. Behind the scenes, many people are just focused on who wins and who loses, eager to bet on a direction.
The bigger picture is more important than the win or loss. A divided government means Washington is likely to be gridlocked for the next two years, making fiscal expansion difficult and regulatory actions hard to implement, which is actually not bad for risk assets. One more crucial point that most people overlook: once the election ends, the market's original concern about a window for action against Iran visibly decreases. You can see oil prices dropping like a stone these past two days; the war premium is being squeezed out.
So tonight's risk appetite rebound is half due to the election results settling and half due to the easing of war tensions, having nothing to do with $BTC's own fundamentals.
Don't mistake others' emotional rebounds for confidence in your own positions. 🚀 Circle's Q3 revenue exceeds expectations, USDC on-chain transaction volume grows 49%!
Circle's latest financial report is impressive, but the real focus after digging into the data is the quality of growth.
📊 Key financial data:
🔹 Total revenue: $865 million, up 17% year-over-year
🔹 EPS: $0.84, significantly beating expectations
🔹 Adjusted EBITDA: $317 million, up 85% year-over-year
🔹 ARC token presale contributed a one-time income of $182 million
⚠️ Core business still under pressure:
Excluding one-time income, core reserve revenue declined 8% year-over-year. In the interest rate cut cycle, reserve yield fell back to 3.5%, and USDC average circulation growth slowed to 8%.
🔥 New growth engines are forming:
• On-chain transaction volume reached $13.9 trillion, up 49% year-over-year
• Payment network annualized TPV reached $41.3 billion
• Advancing Tazapay acquisition, Binance cooperation, and Arc public chain construction
💡 Circle is trying to move away from a business model solely dependent on reserve interest, transitioning towards payments and on-chain financial infrastructure.
The financial report beats expectations, but core profits are under pressure. The real highlights lie ahead.
Are you optimistic about Circle's payment business, or more focused on USDC circulation growth?
#Circle #USDC #CRCL #Stablecoin #Crypto #DailyOrbit ETFs are still bleeding, but Binance's funds are coming back, which is the easiest reverse signal to overlook today
On November 2, BTC ETFs had a net outflow of 399 million, and on November 3, about 27 million more left. But after the hacker incident, Binance's net inflow has turned positive by about 2.3 billion. ETFs are withdrawing, exchanges are recovering, the two sides are pulling in opposite directions. Let's see who breaks first next.#SonyQ2GamingAndMusic Sony FY2026 Q2 earnings preview before market open on November 5.PS5 hardware growth is weak, focus is on game software, digital revenue and PS+subscriptions.Music copyright business cash flow is stable, serving as a defensive base.
This quarter's market flexibility mainly depends on game segment data if games underperform expectations, the stock price will be pressured the music business plays more of a bottom supporting role.⚠️Personal opinion only, not investment advice. RVN has a hard cap of 21 billion coins, with a fair PoW launch and no pre-mining. Its core capability is on-chain asset issuance; creating assets will burn RVN. The bullish bet is on the explosive demand for RWA asset minting, while the risk lies in ecosystem application growth falling short of expectations.A sharp pull-up can wipe out short positions, but it does not necessarily prove a major trend reversal. @张教主。 The repeatedly emphasized distinction here is between a small-scale consolidation zone's bottom break-and-recovery and a large-scale key bottom being swept and then reclaimed; these should not be confused. He admits that this rebound is stronger than expected, and his own short positions were stopped out, but he still views the market within the original downtrend structure and does not declare a “bull return” just because of a sharp price surge. His core judgment on $BTC is that the large-scale area around 75,000 below remains worth watching. Intraday, liquidity at the small interval bottom is first taken out, quickly reclaimed, and then pushed upward; this can explain the intraday rebound but does not yet meet his conditions for judging the end of a larger-scale correction. In his framework, a large price increase and structural confirmation are two different things. The so-called bottom break-and-recovery, in his described scenario, is when the price first breaks below the previous low, triggering stop losses of bottom longs, then quickly recovers back into the original range, and then squeezes shorts in the opposite direction. The key is not just the break below, but whether it is reclaimed afterward. Omitting the latter half leads to misinterpreting the waiting-for-confirmation long plan as an unconditional bottom-fishing at some round number. This also explains why he does not agree with the idea that “76,000 and 74,000 differ by only 2,000 dollars, so just buy spot casually.” What he focuses on is not just buying a bit cheaper, but whether the market will reclaim the key area or leak down directly. If the price only approaches but does not reclaim, the risk may still continue downward; one cannot treat a confirmation signal that has not yet appeared as if it has already happened.AMD's latest report shows that AI computing power demand really hasn't cooled down.
Q3 revenue reached $13.4 billion, a 45% year-over-year increase, with data center revenue hitting $8.5 billion, nearly doubling. The Q4 revenue guidance is $17 billion, indicating that major companies continue to invest in AI computing power.
Looking at the crypto space, BTC big brother is around $78,453, ETH the slightly slower noble at about $2,319, both rising; ZEC is even stronger, up over 7%. But this doesn't mean funds have fully returned; localized hotspots and the overall market are still two different things.
AI is competing on computing power, crypto is waiting for funds. Next, the focus is on whether the big brother can maintain the rebound and whether ZEC can hold its strength.
Don't rush to chase just because of good news; watch volume on breakouts and support on pullbacks!
Personal market record sharing, not investment advice.
$BTC $ZEC $ETH
#AMD数据中心收入近翻倍，营收及指引均超预期 The whole screen is shouting that the chip sector has bottomed out and to hurry up and buy the dip, while behind the scenes someone is asking me if I've covered my short position. I haven't.
Let me clarify my logic once again. My short position this time is never on the chip profits themselves, but on the entire AI financing chain and valuation. The giant companies' earnings reports are all impressive, but the money is borrowed to burn, and the capex curve is still trending upward. This is essentially no different from those companies back in the day that "told the best stories."
Those playing the market only do one thing: wait for a position with a good enough risk-reward ratio, place a big enough bet, and then hold on. It's not about panicking and running just because it rose two candles today, nor is it about going all in just because it dropped a bit. Until the thesis is disproven, itching hands are not a reason to close the position.
Are you betting on the direction, or are you betting on today's candlestick? Think this through clearly; it's a hundred times more important than predicting the exact price point.Today's rebound wave, the real risk is not that no one is buying, but that contracts are running much faster than spot.
In the past 24 hours, BTC spot net inflow was $308 million, while contract net inflow reached $1.229 billion. ETH is even more obvious, with spot inflow only $10.6088 million, but contract net inflow as high as $1.007 billion.
This indicates that there are indeed bottom-fishers for BTC and ETH, but the main driving force of the market still comes from leveraged funds. Once the price continues to rise, contracts will amplify the gains. However, as long as the rebound meets resistance, these positions could also turn into new liquidation cascades.
SOL is different; in 24 hours, spot net inflow was $14.6989 million, while contract net outflow was $1.8526 million. Although the amounts are not large, at least it is not driven by bulls piling on leverage; the capital structure is a bit more stable than BTC and ETH.
Looking at the weekly data, BTC and ETH contracts still had net outflows of $1.937 billion and $1.392 billion respectively, indicating that the funds withdrawn earlier have not fully returned.
So for this wave, I first see it as an oversold recovery. A rebound is possible, but it is not yet the time to blindly chase longs. If spot inflows continue and contract growth slows down, the market will move more steadily. Otherwise, the more aggressively it surges, the harsher the subsequent washout might be. Ethereum reaches the 12-hour resistance line, so I am setting up short positions!
The core logic for shorting ETH at 2512 mainly relies on the exhaustion of macro bullish factors, the market's blood-sucking effect, and Ethereum's own fundamental weakness.
First, macro bullish factors are exhausted. With the midterm election results settled, market sentiment shifts from political games back to fundamentals. Currently, the Fed's December rate hike expectations remain high, and the high interest rate environment continues to suppress risk assets. The crypto market lacks new macro incremental funds in the short term.
Second, market blood-sucking and short squeeze risks. BTC breaking through 81,000 was mainly a passive surge caused by short covering, with insufficient active buying. Once BTC faces resistance and falls back above 81,300, funds will likely further withdraw from ETH and other altcoins.
Third, Ethereum's own narrative is lacking. Currently, funds either cluster around BTC or speculate on US stock AI. The Ethereum ecosystem recently lacks phenomenally popular applications, and the inflow of spot ETF funds is far below expectations, lacking fundamental support for independent strength.
Fourth, technical and contract structure. Based on previous market conditions, there is strong resistance around 2315-2320, with multiple failed attempts to break through effectively. 2512, as a quarterly contract, sees increasing long rollover costs over time and faces delivery pressure. Against the backdrop of macro uncertainty and capital diversion, shorting on rallies offers a better risk-reward ratio. Set stop losses properly to guard against extreme one-sided moves. #ETH强势拉升，空头清算超11亿美元 $ETH 🚨 US Midterm Elections Ignite the Market! Democrats Take Control of Congress, Global Assets Face Repricing!
The shift in the US political landscape is bringing new investment variables to the crypto market, tech stocks, and traditional assets.
📊 Market Focus in Three Directions:
🟡 Gold and the US Dollar
Expectations for fiscal expansion cool down, US Treasury yields and dollar trends are worth watching, gold may see inflows of safe-haven funds.
⚡ Clean Energy and Healthcare
Democratic policy preferences may bring new positive expectations, related sectors are likely to gain more attention.
🤖 AI and Tech Stocks
Regulatory uncertainty rises, but the long-term trends of AI computing power, chips, and storage sectors still depend on corporate profits and market liquidity.
₿ Crypto Market
BTC, ETH, ZEC may be affected by changes in risk appetite, but the true determinants of mid-to-long-term trends remain Federal Reserve policy, liquidity, and regulatory environment.
⚠️ The election is only a short-term catalyst; debt ceiling negotiations and bipartisan struggles may still cause market volatility.
💬 Do you think the next round of opportunities will belong to gold, AI, or the crypto market?
#BTC #ETH #ZEC #Crypto #USMidtermElections #DailyOrbit🚀 USDC on-chain transaction volume surged 151%! Circle's earnings report tonight, the real highlight is here!
Circle is about to release its Q3 earnings report, but this time I'm more focused not on the stock price, but on how much commercial value stablecoins can actually create.
📊 Key data from last quarter:
🔹 USDC circulation: $73.3 billion, up 19% year-over-year
🔹 On-chain transaction volume: $14.8 trillion, up 151% year-over-year
🔹 Revenue and reserve income: $701 million, up 7% year-over-year
🔹 Channel profit-sharing costs: $412 million
🤔 Why has USDC usage surged while revenue hasn't grown in sync?
The core reason is that Circle still heavily relies on reserve asset income while bearing substantial channel profit-sharing costs.
I believe Circle's real long-term opportunity is to upgrade USDC from an exchange funding tool to the infrastructure for corporate payments and global settlement.
If it can break free from dependence on interest income in the future, the valuation logic of the stablecoin industry may undergo a major transformation!
💬 What do you think will be Circle's biggest growth engine going forward? USDC issuance or payment business?
#Circle #USDC #CRCL #Stablecoin #Crypto #DailyOrbitDon't panic! SPO is quietly being accumulated at this position.
Today's market actually hides signals. SPO has bounced back to $0.00002738 from the low of $0.000027. It looks unremarkable, but the spot buying has quietly thickened.
This is no coincidence. Over the past nearly 30 days, SPO has retraced from a high to the 0% percentile. Panic selling has basically subsided, and accumulation is starting at the low level — this reflects the attitude of the capital.
But be clear: right now it's at most "stopped falling," not yet at the "rising" stage. $0.000036 is the watershed; if it breaks above, $0.000037 is just ahead; if it doesn't, it will keep consolidating.
In terms of operation, I have only one suggestion: don't cut losses at the most panic moments, and don't chase highs when volume is low. Accumulate in batches above $0.000027, add on a breakout above $0.000036, and exit if it breaks below $0.000027.
In the crypto world, money is always made by those who are patient and disciplined. Data is for reference only and does not constitute investment advice.Liquidations and Leverage
🔥 On October 7, the entire market saw about $547 million in liquidations, with 88% being long positions; at that time, BTC perpetual contracts had an open interest of approximately $69.29 billion (Crypto Times, citing CoinGlass).
📅 On October 13, 24-hour liquidations ranged from about $140 million to $154 million (CryptoTicker, citing CoinGlass), roughly 26% to 28% of the October 7 figure (my own calculation).
⚖️ This week's price volatility did not trigger large-scale liquidations (Cointribune), but Bitfinex warns that leverage is accumulating again.
🕒 CoinGlass figures are rolling and vary by date depending on the scope.
Fewer liquidations indicate the short term is not as crowded, but this does not clarify direction; I am uncertain and might be mistaken.
📍 Positions I am watching:
• $79,821: liquidation trigger level
• $83,000: possible short squeeze trigger after breakout
Do you think the rise in leverage is preparing for an upward move or a downward one?
$BTC $ETH #CanBTCHold80K #DemocratsWinCongress #CircleQ3USDCVolumeUp49% $BTC $ETH $ZEC Ethereum fluctuated around $2,330 throughout the day, rising 2.4% in 24 hours, with the 7-day decline narrowing to 1.9%, but still down 14% over 30 days. Compared to BTC, Ethereum's rebound strength is limited, with spot demand remaining the main drag.
Ethereum spot ETFs saw a total net outflow of $85.3462 million yesterday, continuing a 7-day net outflow streak. BlackRock's ETHA led with a net outflow of $74.4383 million, while Grayscale Ethereum Mini Trust ETH had a net outflow of $10.9079 million. Markus Thielen expects Ethereum's performance to potentially lag behind Bitcoin. Technically, Whale Factor pointed out that after ETH broke below a multi-month uptrend line and failed to reclaim resistance, it is currently trading in a sell zone around $2,246. Three key levels: below $2,500 likely points to $1,800 (about 28% downside); $2,500-$2,683 is a transition zone; only a daily close above $2,683 will reverse the structure and open the space to $3,430. #交易之声：你的经验值得被听到 $BTC $ETH The faith crusher has been confirmed 💔. TRUMP directly dropped to 1.31, evaporating 7.79% in one day, and falling more than a third in nearly 30 days. After the Democrats took control of Congress, the market's political expectations for Trump-related tokens not only fell through but also face investigation risks. On top of that, with daily continuous unlocking and selling pressure, the candlestick chart directly formed a guillotine. Brothers who previously shouted "Follow the President's charge," how are you doing now? #CircleQ3营收超预期，USDC链上交易量增长49% $BTC crashed below 76,000 at midnight, then climbed back above 80,000 by noon, playing those who stayed up all night with a V-shaped move.
As soon as the news broke that the Democrats took control of both chambers, the market first dropped sharply.
After dawn, the sentiment reversed, and when the US stock market opened with a rally, Bitcoin followed and recovered.
What concerns me is the other side: from last Friday to Tuesday, the spot ETF saw over 1.1 billion USD flow out for three consecutive days.
The price has returned, but the money hasn't come back yet.
I prefer to interpret this kind of rally as a short squeeze rather than the start of a new bullish cycle.
I’m not chasing the coins sitting idle in cold wallets.
Let it hold above 80,000 for a few days before deciding; if it falls back to 76,000, consider today’s rally a fake.
When it crashed down at midnight, did you sell, add more, or just sleep?
$BTC $ETH
#美国中期选举：民主党赢得国会两院控制权 The Democratic Party regained control of both the House and Senate, reversing in red states like Texas and Ohio, which the Trump camp did not anticipate. The Republican Party's loss is not in slogans but in the bills: high prices, tariff backlash, nearly 90% of voters focus on living costs; the Iran conflict pushes up oil prices, with over 70% opposing; Trump's approval rating is low, with more than 40% of voters voting against him. The Democrats hold the initiative in both chambers, and Trump's last two years may face a tug-of-war and budget battles with Congress, but the veto power remains.
The market first trades on the "uncertainty landing": the Nasdaq rose 0.83%, BTC rebounded from 75,885 to 77,854, ETH at 2,293, SOL at 92.9. Note, this looks more like sentiment repair from news rather than a capital reversal: the probability of a December rate hike still hovers above 75%, funding costs have not decreased, and thefts and ETF outflows have not been resolved.
$BTC 77,854, with selling pressure totaling 22.5 million at 78,243 and 79,216 not yet dissipated, lacking new inflows to break through.
$ETH 2,293, with 7.3 million pressure near 2,327 ahead, watch for a pullback after the rise.
$SOL 92.9, dense resistance above 94.3.
Continue holding short positions, still expect a pullback to support after the rebound. Gold rose 3%, but the market is still trading on Fed rate hike expectations
On November 4, spot gold rose about 3%, reaching around $4046/oz. A weaker dollar and the US midterm election results boosted safe-haven demand, but the market remains focused on the possibility of a rate hike in December.
Gold has no interest yield, so if US Treasury yields rise, the opportunity cost of holding gold also increases. Even if central bank gold purchases remain strong, short-term prices may still be suppressed by rate hike expectations.
This is why gold's rise cannot be explained solely by safe-haven inflows. The dollar, real interest rates, and ETF flows all need to be observed together.
$BTC is also affected by dollar fluctuations, but its volatility and market structure differ from gold. I prefer to wait for the dollar and yields to form a sustained direction before judging whether risk assets will receive more stable support.
#全球央行Q3购金321吨，金价为何持续承压？ #美国中期选举：民主党赢得国会两院控制权 #CircleQ3营收超预期，USDC链上交易量增长49% Apple's stock price rebounds as the market reassesses margin pressure
After Apple's Q4 earnings release, the market initially focused on the next quarter's gross margin guidance, but a screenshot from November 4 shows AAPL rising about 4.28%, indicating a new shift in short-term pricing.
The company reported Q4 revenue of $114.5 billion, up 12% year-over-year, with service revenue hitting a new high. Meanwhile, the next quarter's gross margin guidance is 45% to 46%, down from this quarter's 47.9%, with memory costs and AI investments still sources of pressure.
I believe the stock rebound does not mean cost issues have disappeared; rather, investors are also reassessing iPhone demand, service revenue, and cash flow performance. Single-day gains and long-term margin trends need to be evaluated separately.
For $BTC and $ETH, Apple's market reaction can serve as a reference for tech stock risk appetite but is not a direct signal for the crypto market.
#苹果Q4营收超预期，下季度毛利率指引承压 #美国中期选举：民主党赢得国会两院控制权 #CircleQ3营收超预期，USDC链上交易量增长49% $BTC BTC daily chart low-level rebound repair market
📰 Market news summary: The market continues to play out macro liquidity expectations, with funds flowing back to bottom-fishing after a sharp drop. Bitcoin led the repair rebound, boosting market sentiment, but the overhead resistance zone remains heavy.
📌 Resistance levels
First resistance: 80800-81400 range (near EMA20 + upper Bollinger Band)
Strong resistance: 84800 previous high
📌 Support levels
First support: 79400-79700 (EMA10/EMA60 moving average support zone)
Strong support: 75690 recent low
📝 Market summary
The daily level started a rebound from the low of 75690, current price 80590, price has risen above multiple short-term moving averages; currently in a repair phase after a sharp drop, the rebound is approaching the upper resistance zone, where oscillation and pullback are likely. Focus on whether the first resistance can be effectively broken; a breakout will open further upward space, while pressure and pullback will return to consolidation. $SUI tens of millions unlocked and dumped, yet SUI stubbornly refuses to drop at 0.9.
A bunch of people smelled the opportunity and rushed to short, but the spot buying pressure directly swallowed all the sell pressure, and big holders even staked the newly unlocked coins.
Shorts are now paying interest every day, completely unable to push the price down.
With the market set up like this, as soon as the main force pushes up a bit, shorts will have to line up to cut losses and carry the rally.
#SUI
$SUI
👇$CORE When CORE DAO officially announced its preparation to move towards decentralization, I seriously studied the core token, a path that constantly balances efficiency, security, trust, and governance. The true value of decentralization is not to make the world centerless, but to make the center no longer unchallengeable. It is a path that requires technology, systems, and patience to be laid together. Moving fast does not necessarily win; moving steadily counts. Although exchanges have massively delisted core, as long as it truly moves towards decentralization, even if only one exchange remains, its market value will still be comparable to Bitcoin or Ethereum in the future! $SNDK genius trader is online～
What I said, isn't it a bull trap, then a drop, and a new low?
Don't rush, it's not the bottom yet. Once you almost have it, exit and then continue shorting on the rebound.
SNDK formed a double top breakdown on the one-hour chart, with volume probing down to 1016.3 followed by a slight rebound.
MA5/MA10 bearish pressure, currently just a corrective rebound after a big drop, not a reversal.
Resistance at 1052, 1085; rebound faces pressure, shorting opportunities remain.$BTC ETF has withdrawn 1.1 billion dollars for three consecutive days.
The market not only didn't crash, but instead, despite the selling pressure, it pulled up to 78,550.
The selling pressure is shrinking day by day, clearly losing strength.
On the surface, it looks like institutions are exiting, but underwater, some unknown forces are holding the basin and absorbing it all.
If the bears still stubbornly resist against the outflow data, they will most likely get hammered repeatedly.
#BTC
$BTC
👇Last night someone asked me: "What if the Democrats win?"
My answer was: short first, then long.
Today $BTC indeed made a deep V-shaped move, quickly rebounding from $75,738 to around $78,400.
After the election results were announced, the market was briefly worried about tighter crypto regulations and obstacles to the CLARITY Act, triggering panic selling.
But as uncertainty faded, market sentiment gradually recovered, bottom-fishing capital entered, and short covering pushed BTC to a rapid rebound.
This rally once again shows: panic often brings opportunity, but chasing highs and selling lows is the easiest way to pay the price.
#BTC #Bitcoin #Crypto #OKXOrbitIf you only look at the surface, it seems like everything has been rising these past two days, but the real question is: under the hustle and bustle, is the support thick enough? BTC has been repeatedly testing around 77000, but the rebound strength is clearly weaker than before. ETFs are still flowing out, while Strategy is accumulating chips in the opposite direction; buying and selling are stuck like this, waiting for the non-farm payrolls to give a direction. My biggest impression watching this market segment is that volatility itself is becoming the main character, not the trend. Positions with 20x leverage can float profits of over fifty points, relying on entry position, not because the market has improved, which is easily overlooked. LTC is swinging with the market, performing quite brightly, but it seems more like a follower in emotional repair, not the leader. ETH is holding firm at the 2260 level, resisting the drop; a bunch of good news is suppressed by sentiment and hasn't been released. The 200-day moving average at 2158 is the key support below. The fact that Gas fees have dropped to multi-year lows is also worth deeper thought; the chain is no longer congested, indicating that enthusiasm on the usage side hasn't returned yet. SOL is currently priced at 92, down nearly 9% in seven days; on-chain data is warming up, but the coin price is going down. This kind of mismatch is the most frustrating. The 90 level this afternoon needs close attention; if it breaks, sentiment will become even more fragile. The more bullish path lies in: not losing key support, observing capital replenishment after the non-farm payrolls release, with ETH leading sentiment and SOL leading elasticity, the repair could proceed more smoothly than expected. The risk lies in: the rebound momentum continuing to weaken, ETF outflows not stopping, and the so-called liveliness being supported by only a few tokens. Once 90 and 215Just took a glance at the $BTC market, the 77,000 round number support was directly broken, and the rebound highs keep moving lower.
The worst part isn’t even the market itself; looking at 21shares data is even more chilling. In Q3, old miners and long-term whales dumped a total of 248,000 BTC to cash out, which is nearly three times the ETF accumulation volume in the same period.
Retail investors are still bottom-fishing and taking the risk, thinking institutions are doing asset allocation, but in reality, long-term chips are fleeing wildly by leveraging liquidity. At this point, the bulls don’t even have a decent resistance; the buying power simply can’t withstand the scale of spot dumping by the whales, and the downward channel is fully open.
#BTC
$BTC
👇$NVDA 204.33｜Rally then pullback, watching 200 support
Levels Market Sentiment
Dazi, give the market some good news, don’t really let it become a rise in the east and fall in the west, bro. I trade A-shares and you never fall, now I’m trading US stocks and you start rising in the east and falling in the west?
NVDA current price 204.33, after a 4-hour high of 211.37 it pulled back, closing down -1.99%, short-term bulls got cooled off. Looking at the chart, BOLL upper band at 209.85, lower band at 202.04, current price is in the middle, EMA5/10/20 resistance around 205-206, indicating 204 area is still contested. 201.44 is previous low support, the 200 round number is even more critical. News-wise, Samsung will produce AMD and Nvidia related chips at its second factory in Texas, supply expansion expectations are somewhat bearish for scarcity, but long-term it’s about industry chain localization. The market’s real worry is AI capital expenditure marginal slowdown, sentiment shifting from optimistic to cautious. NVDA turnover 6.8 billion, turnover rate 0.14%, after a big drop with volume, now shrinking volume pullback, indicating capital divergence. Babaige’s view: don’t chase above 211 for now. Buy point waits for 200-202.04 low volume stabilization, stop loss at 198; if volume picks up and breaks above 206-209, then watch for 211.4 breakout; if it breaks below 200, may retest 195-196. Altcoin Market Observation: Bears are feasting, bulls are getting hit!😤
$TRUMP has broken below a key level, shorts are profiting big this round with nearly $4 million in gains, while longs are floating a loss of about $1.33 million. The trapped positions are too large, and the current upward momentum is insufficient. Blindly bottom-fishing is not recommended; a rebound does not necessarily mean a reversal.
$ONE has been steadily declining for over a month since the violent surge around September 23, with no clear signs of a rebound so far. The weak trend continues, making bottom-fishing very risky. It's better to wait for a clear trend to emerge before taking action.
$ACT is also in a continuous downtrend, with no obvious signs of a rally at present. Opening long positions recklessly here could easily become the next batch of trapped positions. Cautious observation is a safer approach.
The current altcoin market is definitely not a place where you can make money by just bottom-fishing. A drop doesn't mean cheap, and a rebound doesn't mean a reversal.
Patience in waiting for the trend is far more important than blindly entering the market! Bitcoin hit $80,000 and the bears got a surprise they didn’t order. 😂
$320 million in short positions liquidated in just 30 minutes.
Some traders expected a crash. Instead, Bitcoin crashed their portfolios. 💀
#Bitcoin #BTC #Crypto New job additions are only in the tens of thousands— is this bad news or good news?
Market expectations for October's nonfarm payrolls are not high, mainly forecasting between 50,000 and 65,000, while September's new jobs added were only 29,000. On the surface, hiring still appears weak, but judging the economy cannot rely solely on new job numbers.
There are about 7.5 million job vacancies and approximately 1.6 million layoffs, indicating that companies are neither massively expanding nor clearly entering a phase of concentrated layoffs. This state of low hiring and low layoffs may keep the job market relatively stable.
For the Federal Reserve, the most important factors are whether employment begins to deteriorate rapidly and whether wage growth continues to drive inflation. If employment remains resilient, the room for rate cuts may be limited.
I will pay attention to whether $BTC shows a volume reaction after the report is released, rather than automatically interpreting numbers below expectations as positive. The market trades on policy changes, not the numbers themselves.
#美国10月非农前瞻：就业增长或牵动12月加息预期 #美国中期选举：民主党赢得国会两院控制权 #CircleQ3营收超预期，USDC链上交易量增长49% 【BTC's strong rally triggers a "short squeeze"】BTC broke through the $80,000 mark, with nearly $146 million liquidated across the entire network in the past 4 hours. Among them, short liquidations accounted for $123 million (84%), with the largest single liquidation exceeding $11.5 million (Binance). Market sentiment is extremely bullish, shorts are being precisely targeted, reminding investors to be cautious of high leverage risks. $BTC #CircleQ3营收超预期，USDC链上交易量增长49% #SonyQ2GamingAndMusic
Sony’s (SONY) software and streaming platforms must provide a structural hedge against cooling PlayStation console cycles. High-margin digital content and recurring music licensing fees are the primary drivers of underlying profitability. Execution in these high-yield digital segments will determine Sony’s earnings resiliency heading into the holiday season
$SONY Following the US elections, the exit of short positions from the market has fueled a strong recovery for Bitcoin (BTC); rebounding from a low of $75,600, it has touched the $80,500–$81,000 range. Bitcoin Foundation Is this an opportunity for a rally (pump)? According to technical indicators (stochastics), Bitcoin had become "oversold"—partly due to fears surrounding the recent Binance hack—and is now staging a comeback. Mitrade +1 Key Levels (Resistance & Support): The next major target for the During the day, I happily bought $SNDK SanDisk twice, and at night I couldn't resist shorting it again. Currently, I'm floating at a 40XP loss. I'm not optimistic about tonight's opening; there were quite a few V-shaped moves during the day. Please don't let the market makers crush me!
From the recent trend, after a significant drop, SanDisk rebounded about 4.78% on November 3rd, closing at $1126.52, but the intraday high reached $1153, indicating that selling pressure above remains obvious.
I have three reasons for being bearish:
First, the previous gains were too large, and there is still pressure from profit-taking.
Second, Kioxia's cautious outlook on the NAND market is putting pressure on the entire storage sector.
Third, the market is starting to reassess the valuation of AI storage; relying solely on better-than-expected performance is no longer enough to sustain continuous stock price increases.
Tonight, the key support to watch is $1120. If it breaks, the next level to observe is around $1075. If it rebounds and breaks through $1180, it means the bearish logic is temporarily challenged, and then I can directly cut my losses!
#美国中期选举：民主党赢得国会两院控制权