Orbit Post Sitemap
The U.S. midterm elections have concluded, now attention turns to the direction of crypto regulation.
In this midterm election, the Democratic Party took control of both chambers of Congress. What the market truly cares about is not just the change in seats, but whether crypto regulation will tighten and whether related bills will face more resistance.
Looking at the market, BTC big brother is around $78,187, up 1.11% in 24 hours; ETH, the "slow aristocrat," is about $2,315, up 1.90%; SOL is around $92.70, basically flat. Big brother and ETH have warmed up somewhat, but SOL hasn’t kept pace, so funds haven’t fully flowed back yet.
I think the election result is just a new variable, not a direct buy signal. The key is how regulatory expectations change and whether funds truly enter the market.
Don’t rush to chase news; watch volume for breakouts and watch support for pullbacks!
$BTC $ZEC $SOL
#美国中期选举：民主党赢得国会两院控制权 Circle on the Eve of Reporting: Don’t Just Focus on USDC Quantity, Look at the Interest Ledger First
This Circle financial report superficially examines USDC issuance scale but essentially assesses reserve income. Users exchange dollars for USDC, and Circle then allocates to U.S. Treasury bonds to earn interest; the higher the interest rate, the better; but once rates drop, the interest margin narrows, exposing profit elasticity. The market’s real concern is whether growth can take over after the "high interest dividend" fades.
Two Key Points
First, whether USDC circulation can continue to expand and capture market share from Tether; second, whether non-reserve income such as payments, custody, and on-chain settlement can scale beyond interest. Focusing only on issuance volume risks mistaking a cycle for growth.
What Signal for BTC
Stablecoins are a reservoir for off-exchange funds. Expansion of USDC scale indicates compliant funds are willing to enter, supporting BTC’s underlying buy-side; if data weakens, it means funds are still cautious, and sentiment will take a hit first. $BTC $ETH $ZEC
Market Strategy
Short BTC near 78500/79000, stop loss 500 points, target 1000/1500 points. Keep position size light; volatility is high around earnings, risk on your own.
Ultimately, stablecoins are the water level, BTC is the boat; whether the water level rises is more honest than slogans. #CircleQ3营收超预期，USDC链上交易量增长49% Stablecoin card spending hits a new high, but Solana stablecoin supply is not continuously growing
Solana stablecoin-related card spending reached about $141 million in October, but another on-chain statistic shows that Solana stablecoin supply decreased from about $16.34 billion at the beginning of October to about $15.43 billion at the beginning of November.
These two sets of indicators are not contradictory. Spending measures fund usage, while supply measures the stock at a certain point in time; funds can improve turnover efficiency even when supply decreases.
However, I would not directly equate spending growth with a comprehensive expansion of the entire stablecoin ecosystem. It is also necessary to observe new issuance, redemption, active wallets, and the distribution of payment projects.
The payment advantage of the $SOL network requires continuous data validation, and the growth in $USDC usage also depends on real settlement scenarios. Stock and flow must be analyzed separately.
#Solana stablecoin monthly spending hits a new high #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% #美国中期选举：民主党赢得国会两院控制权 $TRUMP Bearish: Democrats take control of both houses of Congress, TRUMP falls 5.5% to $1.491
With Democrats taking both the Senate and House this time, congressional investigations into the Trump family's crypto business and conflicts of interest will be easier, which is direct pressure on Trump-related tokens.
TRUMP is currently at $1.491, down 5.51% in 24 hours, with OKEx trading volume around $8.9 million, while BTC rose 2.29% in the same period.
WLFI on the same line also dropped 4.65%. Justin Sun is suing World Liberty Financial, applying for about $264,000 in sanctions, citing the project’s failure to disclose UAE shareholder relations.
Political meme coins have no cash flow support; they rely on political hype, and once the hype fades, only selling pressure remains 如果高杠杆多头在同一个价位反复被清算，那么真正该盯的就不是价格，而是衍生品账本上谁更脆弱。 ETH 这根针，扎的到底是谁的仓位？ 刷到那笔 3214 枚 ETH 的多单时，我第一反应不是"好猛"，而是"这也太贴脸了"。25 倍杠杆，开在 2284 美元，清算线 2279，等于行情只需要往下抖五美元，仓位就直接归零。后来确实被清算，约 747 万美元的名义头寸，连挣扎的空间都没有。这种结构最残忍的地方在于，它不是判断错方向才输，而是进场那一刻就没给自己留呼吸位。 再看对面。最大的 ETH 空头持有约 6068 枚，名义约 1376 万美元，同样 25 倍，均价 2274 附近，清算价高得离谱，浮盈占了那个账户六成以上。两边摆在一起，画面就很清楚了：一边是把止损压缩到极致的多头，一边是浮盈厚、抗压强的空头。市场在这个位置交易的不是"ETH 值多少钱"，而是谁的保证金先撑不住。 我自己的理解是，这种极端不对称会让价格在清算密集区附近变得很"滑"。往下一戳，多头连锁出局，卖压反而被被动放大；可一旦下方杠杆被清干净，空头回补又容易把反弹拉得又快又急。所以偏多的路径是：清算完成后持仓变轻，资金费率$NVDA is trading around $204, down roughly 1% today. The $207 area has become an important level to watch.
The bullish argument needs confirmation:
📍 Hold $200–$204 → recovery attempt remains possible.
📈 Reclaim $210 → momentum could improve.
🎯 $243 → previous 52-week high and a potential upside target.
But a breakdown below $200 would weaken the setup and expose deeper support.
I wouldn't call $243 an algorithmically guaranteed target. Price still has to earn that move.$BTC
JPMorgan Asset Management expects Bitcoin to outperform stocks and gold over the next decade.
The report believes Bitcoin's performance in the next ten years is likely to surpass gold and U.S. stocks.
I think this strengthens the long-term narrative, but there are still short-term divergences; the 1-hour RSI14 is 75.4, the 4-hour EMA20 remains below EMA50, and I will watch the 80,849.9 resistance.
OKX data: BTC 80,549.30 USDT, 24h +3.57%, volume 814.4M USDT.
Do you think this long-term outlook will affect current market sentiment?
Not investment advice. DYOR.
#BTCInstitutionalDemand Last night someone asked me in the comments: "What if the Democrats win?"
My answer was simple: short first, then long, follow the market rhythm.
Unexpectedly, BTC really made a textbook-level deep V reversal today.
The price started to drop from 7:30 AM, falling continuously until 11 AM, hitting a low of $75,738. Around 11:15, the bulls began to counterattack, and the price quickly surged, now back near $78,400.
This round of intense volatility coincided closely with the announcement of the US midterm election results.
The Democrats took control of both houses of Congress, and the market's first reaction was panic selling. Investors worried that US crypto regulations would tighten again, and the progress of the CLARITY Act might face greater resistance.
But the market never just trades news; it trades the difference in expectations.
Once the election results settled, funds began to reassess the situation:
1️⃣ Democratic control of Congress does not mean they can fully dominate US policy.
2️⃣ Trump still holds executive power and the presidential veto, making it more likely that US politics will enter a phase of checks and balances.
3️⃣ The difficulty of advancing crypto-friendly legislation may increase, but aggressive anti-crypto policies are unlikely to be easily implemented.
As the most pessimistic expectations are gradually absorbed by the market and uncertainty begins to fade, combined with BTC's previous oversold condition, bottom-fishing funds entered, shorts covered en masse, ultimately driving a rapid price rebound.
What I said last night about short first then long, today the market has given$LINK is the only one among the eight to close down, with a 90-day amplitude of 95.55% and the price only reaching 38.40%.
▪️ Closed at 11.028 on 11/3, down 0.90%, 30-day −22.76%, 90-day +35.11%.
▪️ Five lines: 7-day 11.303 (+2.49%) / 20-day 11.736 (+6.42%) / 30-day 12.189 (+10.53%) / 90-day 11.768 (+6.71%) / 200-day 10.048 (−8.88%).
▪️ The other seven ranged from +0.69% to +7.45%, only this one closed down.
▪️ 90-day range 8.068 to 15.777, width 95.55%, position 38.40%, second widest amplitude among the eight.
▪️ 20-day range 10.273 to 12.809, width 24.69%, position 29.77%.
▪️ 200-day line is 8.88% below, the other four are 2.49% to 10.53% above.
▪️ Volume ratio 90.02%, highest among the eight; RSI 35.73.
#BTC现货ETF资金流出，企业财库增持放缓 Last night someone asked me in the comments: "What if the Democrats win?"
My answer was simple: short first, then long, follow the market rhythm.
Unexpectedly, BTC really made a textbook-level deep V reversal today.
The price started to drop from 7:30 AM, falling continuously until 11 AM, hitting a low of $75,738. Around 11:15, the bulls began to counterattack, and the price quickly surged, now back near $78,400.
This round of intense volatility coincided closely with the announcement of the US midterm election results.
The Democrats took control of both houses of Congress, and the market's first reaction was panic selling. Investors worried that US crypto regulations would tighten again, and the progress of the CLARITY Act might face greater resistance.
But the market never just trades news; it trades the difference in expectations.
Once the election results settled, funds began to reassess the situation:
1️⃣ Democratic control of Congress does not mean they can fully dominate US policy.
2️⃣ Trump still holds executive power and the presidential veto, making it more likely that US politics will enter a phase of checks and balances.
3️⃣ The difficulty of advancing crypto-friendly legislation may increase, but aggressive anti-crypto policies are unlikely to be easily implemented.
As the most pessimistic expectations are gradually absorbed by the market and uncertainty begins to fade, combined with BTC's previous oversold condition, bottom-fishing funds entered, shorts covered en masse, ultimately driving a rapid price rebound.
What I said last night about short first then long, today the market has given$ADA's 90-day price change is −0.63%, the only one among the eight targets with a negative net change over three months.
▪️ On 11/3, closed at 0.18990, up 0.69%, 30-day −26.88%, 90-day −0.63%.
▪️ Five moving averages: 7-day 0.19376 (+2.03%) / 20-day 0.20842 (+9.76%) / 30-day 0.22126 (+16.52%) / 90-day 0.21659 (+14.06%) / 200-day 0.20862 (+9.86%).
▪️ The other seven have 90-day changes ranging from +7.38% to +137.98%, with only this one below the zero line.
▪️ The 20-day position is 15.31% and the 90-day position is 16.82%, a difference of only 1.51 percentage points.
▪️ The 20-day range is 0.18200 to 0.23360, width 28.35%, position 15.31%.
▪️ Above 23.01%, below 4.34%, ratio 5.30.
▪️ Volume ratio 63.92%; RSI 18.48.
#BTC现货ETF资金流出，企业财库增持放缓 Flipping the tables at dawn, ZEC's position expanded by 21.35% in one day compared to BTC's mere 1.80%. The stir from the two chambers flipping didn't trigger a full market entry; I won't take the election as a reason for a rally just yet. 👀
Initial assessment: The Democratic Party took control of both the Senate and the House, ending the Republican unified control. For crypto, this means a change in the long-term legislative playing field. The bill window won't be clear until January 3, 2027. The roughly $233 million in crypto donations is just background noise, not a directional signal—don't get carried away by one night's emotions.
Coin-by-coin commentary: BTC is a follower, with position moving only 1.80% in a day and 0.15% in an hour—no early run; I'll wait for volume to pick up before considering follow-up. ETH is steady follower, with position moving 4.36% in a day and 0.12% in an hour; direction is consistent, but not yet time to add. SOL is lagging, with position up 2.23% in a day but down 0.58% in an hour; short-term, let go first, not seeing strength. ZEC is running solo, position expanded 21.35% in a day but dropped 1.12% in an hour; strong surge but quick retreat, waiting for a stable pullback before watching again. 💡
The data night has passed; I won't guess where ADP and ISM land, just watch which way positions move after release. The whole network saw liquidations of 477.5 million in one day, showing chasing highs still leads to exits. My discipline is simple: keep only base positions in the three major mainstream coins, don't chase ZEC highs, and until positions realign, I won't add more. 😤This midnight's V-shaped reversal was indeed thrilling; I woke up to find an extra 3000 in my account. $BTC tried going long near 77000, added at 76100 once, hovered above 75000 before sleep, and upon waking, it reached 78000. Took profit at 77900 first, planning to consider short positions around 79000. Despite the Republicans losing both chambers, it didn't trigger sustained panic; market sentiment is gradually calming down. This rebound is within expectations.
$ETH once dipped near 2220, almost thought it would hit 2200, but then pulled back to 2300—a typical monkey market with large swing potential; around 2330, shorting opportunities can be observed. The consolidation and shakeout likely aren't over yet; losing both chambers shouldn't be simply interpreted as bullish.
$SNDK panic was strong when it dropped to 1040; many expected it to break 1000, but markets often defy consensus. Since 1000 wasn't broken, the probability of short covering and a rebound to kill shorts is rising in the short term.
The above is just my personal review and does not constitute investment advice.
#美国中期选举：民主党赢得国会两院控制权 #Circle财报在即，稳定币增长能否兑现收益？ #美国10月非农前瞻：就业增长或牵动12月加息预期 $DOGE All five moving averages are above the price, with distances ranging from 0.97% up to 14.41%.
▪️ On 11/3, closed at 0.07521, up 1.32%, 30-day -21.58%, 90-day +7.38%.
▪️ Five lines: 7-day 0.07594 (+0.97%) / 20-day 0.07825 (+4.04%) / 30-day 0.08112 (+7.86%) / 90-day 0.08345 (+10.96%) / 200-day 0.08605 (+14.41%).
▪️ The five distances 0.97 / 4.04 / 7.86 / 10.96 / 14.41 increase sequentially, the only one among eight that is entirely positive and monotonic.
▪️ The band from the 7-day line to the 200-day line spans 13.44 percentage points.
▪️ The 20-day range is from 0.07220 to 0.08380, width 16.07%, position 25.95%.
▪️ The 20-day position 25.95% is 7.39 percentage points higher than the 90-day position 18.56%.
▪️ Volume ratio 38.84%, lowest among eight; RSI 29.03.
#BTC现货ETF资金流出，企业财库增持放缓 $ZEC rose 7.45%, with the price squeezed between two short moving averages within 0.75 percentage points.
▪️ On 11/3, closed at 1,219.04, up 7.45%, 30-day −9.86%, 90-day +137.98%.
▪️ Five lines: 7-day 1,234.79 (+1.29%) / 20-day 1,218.19 (−0.07%) / 30-day 1,227.37 (+0.68%) / 90-day 1,082.69 (−11.19%) / 200-day 751.247 (−38.37%).
▪️ The 20-day line is $0.85 below, the 30-day line is $8.33 above, leaving only $9.18 in between.
▪️ 20-day range is 1,049.01 to 1,398.14, width 33.28%, position 48.70%.
▪️ Above 14.69%, below 16.21%, ratio 0.91, the only one below 1 among the eight.
▪️ The 200-day line is 38.37% below, the farthest among the eight.
▪️ Volume ratio 84.05%; RSI 47.17, highest among the eight.
#BTC现货ETF资金流出，企业财库增持放缓 $PEPE/USDT Market Update
$PEPE rebounded from an old low of $0.0000024310 before rallying to a powerful peak of $0.0000056840, and trades at $0.0000051470 after a +5.80% daily gain.
Short-Term: Watch support near the $0.0000045000 area. Holding this level can spark a retest of $PEPE 0.0000055000 (resistance area).
All-Time Prediction: In a full bull run, $PEPE could target $0.0000070000+. If support fails, it may pull back to $PEPE 0.0000040000.
Will $PEPE break its peak or drop? Comment below! A chain is preparing to permanently remove its minting rights, which is uncommon in public blockchains. ZetaChain has just submitted a governance proposal planning to regularly burn tokens monthly until 2027, cumulatively destroying about 55 million ZETA.
Burning tokens is not new, but the real bold move is in the latter part: after migration is complete, ZETA will no longer be minted, and the token minting rights will be permanently revoked. This is not about adjusting inflation; it's about turning off the faucet and throwing it away. Along with a commitment that the foundation will not sell any newly unlocked ZETA throughout 2027, the supply side is doubly secured.
The timeline is fixed: on December 9, 2026, a 1:1 migration to Solana will occur. Voting has started, lasting 72 hours, ending on November 7.
Why migrate to Solana? The proposal does not explain the motivation; the only confirmed outcome is that ZETA will become a type of asset on Solana, no longer the sole native coin of its own chain.
What’s worth considering is the execution. The monthly burns rely on the word "regularly"—whether it can be done consistently for two years depends entirely on governance and foundation discipline; the 1:1 migration sounds fair, but liquidity will split before and after migration, with some on the old chain and some on the new, so prices may temporarily be out of sync. Voting ends November 7, with the migration planned for December 9.$ETH's 7-day line is at 2,273.91, just 0.86 USD away from the close.
▪️ On 11/3, closed at 2,274.77, up 0.95%, 30-day -16.58%, 90-day +19.17%.
▪️ Five lines: 7-day 2,273.91 (−0.04%) / 20-day 2,353.37 (+3.46%) / 30-day 2,414.06 (+6.12%) / 90-day 2,404.79 (+5.72%) / 200-day 2,157.80 (−5.14%).
▪️ The 7-day line is only 0.04% off, the only one within 0.1% among the eight.
▪️ The 20, 30, and 90-day lines are above by 3.46% to 6.12%, spanning just 2.67 percentage points.
▪️ The 20-day range is 2,174.08 to 2,526.62, width 16.22%, position 28.56%.
▪️ Above 11.07%, below 4.63%, ratio 2.39.
▪️ Volume ratio 61.26%; RSI 27.99.
#BTC现货ETF资金流出，企业财库增持放缓 $WLFI: Politics Isn’t the Biggest Risk
$WLFI saw $9.04M in hourly volume, 118x the previous hour, as price plunged from $0.05111 to $0.04527. While BTC rebounded from $76,115 to $80,608, WLFI remained just 2.8% above its low.
The bigger concern is leverage: billions of tokens remain locked, collateral debt is substantial, and perp volume is 6.4x spot. Thin liquidity makes the downside risk even greater.
#DemocratsWinCongress 78000 and 2300: The Tug of War Between Two Psychological Barriers
BTC is hovering around 78000, ETH is circling 2300. These two round numbers have exposed the current market's tension: prices look firm, but funds are quietly withdrawing.
On the BTC side, there are plenty of bearish factors—exchange hacks, ETF outflows exceeding 600 million in a single day, and fading rate cut expectations. In the past, this would have caused a crash, but this time the drop is less than 3%, and the gap remains unfilled. However, don’t mistake this resilience for a reversal; this bounce is driven by short covering, not new money entering. Above, between 78556 and 78836 lies the densest cluster of 100x long positions in the entire market. Once touched, it could easily trigger a chain reaction of selling pressure.
ETH barely reclaimed 2300, but spot ETFs have seen net outflows for over 20 consecutive trading days, with BlackRock alone withdrawing 138 million in a single day. The round number doesn’t mean a turnaround; the 2350–2370 range remains the resistance zone where previous rebounds repeatedly failed.
On the macro front, the midterm election voting day coincides with the nonfarm payroll report, maximizing uncertainty. BTC options implied volatility has surged to 43.5%, indicating big players are buying insurance.
In short, 78000 and 2300 are the "psychological stop-loss lines" for bulls and bears. Whoever breaks first will be the first to surrender their chips. Until the direction is clear, chasing or not is just pricing patience.
$BTC $ETH $SOL
#交易之声：你的经验值得被听到 #BTC spot ETF capital outflow, corporate treasury accumulation slows down
$ZEC I am temporarily watching. No clear one-sided structure has formed in 4 hours, short-term fluctuations lack support from the larger cycle.
15-minute resistance at 1322.8–1326.6, support at 1293.7–1300.1. Hourly EMA20 is at 1267.1; closing price relative to it on either side indicates short-term strength or weakness.
Whether the breakout is accompanied by volume and whether the subsequent pullback holds are more valuable for judgment than the rise or fall of a single candlestick.
Market analysis, for reference onlySome say that historically after the US midterm elections, $BTC tends to decline, so now is not the time to use leverage, and contracts should definitely be avoided.
But can history really be applied so simply?
Let's go back to 2014, 2018, and 2022, and see where BTC stood in November of those years.
2014: The 200-day moving average was continuously trending downward, with the price consistently suppressed by the moving average, and it couldn't effectively break through the descending trendline. A typical bear market structure with no signs of a bull market reversal.
2018: The situation was almost identical. The price kept weakening, moving averages were down, and the descending trend remained unchanged. The entire market was in a bear environment, so why expect a sudden rise?
2022: Looking again at the price position, the yearly moving average, and the descending trendline at that time, the overall structure was still bearish, with no effective trend reversal formed.
So, what about 2026?
This is the key point to focus on!
The price has already broken through the descending trendline and quickly climbed back above the yearly moving average. Whether from the trend structure or the price position, there is a clear difference compared to the previous three cycles.
History can be a reference, but it cannot be applied mechanically.
The market environment has changed, the trend structure has changed, so the trading logic naturally must change as well.
It's like carving a mark on a boat to find a sword—when the boat is no longer the same, how can you judge the current position by the old mark?
Finally, I want to ask:
If $BTC retests the yearly moving average now, would you choose to continue watchi OWL Bulls vs Bears Duel: Bulls vs Bears, who will concede first?
Let's first lay out the reasons from both sides.
[Bulls] OWL has returned to $0.0005913, with the price at the 12th percentile over the past 30 days, oversold + supported at a low level, valuation is cheap; spot buying is thickening, indicating funds are willing to buy; the drop is deep enough, so there is large upward rebound potential.
[Bears] Short-term profit-taking, overhead trapped positions suppressing, market sentiment fluctuating, the "profit-making effect" of the rebound is weakening; a large amount of trapped positions at $0.002 overhead, the rebound is an opportunity to break even, selling pressure could come at any time.
Both sides have valid points, so the market can only oscillate—neither bulls nor bears have convinced the other yet.
The decisive point is at $0.002: if bulls break through with volume, the price will head to $0.002, tipping the scale to the bulls; if bulls fail to break through, bears will counterattack, and the price will grind near $0.000455.
My view: don't bet heavily yet, let the market vote with the gain or loss at $0.002. Holding above $0.000455 favors bulls, breaking through $0.002 follows the trend, breaking below $0.000441 watch and wait.
In the bulls vs bears duel, when the outcome is undecided, waiting and watching is also a strategy. Data is for reference only and does not constitute investment advice.#索尼财报前瞻：游戏与音乐业务表现如何？
Gaming: Hardware sales are declining, PS5 sales are under pressure, and revenue is weak; however, profit guidance has been significantly raised, supported by PS Plus, digital software, and favorable tariffs/exchange rates. The key point is whether the raised profit targets can be met, with the risk being memory price increases squeezing gross margins.
Music: Strong growth in streaming and copyright agency, music catalog acquisitions enhance long-term cash flow, highlighting defensive characteristics, with a high probability of continuing double-digit growth, acting as a valuation stabilizer. Overall, gaming is the source of volatility and risk, while music is the stable foundation.$XRP Support Bounce Bullish Momentum Building.
Leverage: 10x Max
Trade Setup: Long
Entry: 1.3000 – 1.3150
SL: 1.2750
TP1: 1.3400
TP2: 1.3650
TP3: 1.3950
XRP bounced strongly from the lower range with consecutive large green candles confirming buyers are firmly in control. Holding above the 1.3000 zone keeps high probability of continuation toward the upside targets.
Buy and Trade $XRP Meta issues $15 billion in bonds, AI development increasingly reliant on external financing
On November 3, Meta announced the issuance of approximately $15 billion in bonds to support the rapid expansion of its AI infrastructure. The issuance is divided into five maturity tranches, including $3.25 billion bonds maturing in 2031 with a coupon of 5.85%, and $3.25 billion bonds maturing in 2033 with a coupon of 6.25%.
This does not indicate a cash flow crisis for the company but shows that the capital demand for AI development is becoming very large.
Meta expects capital expenditures to reach $135 billion to $145 billion by 2026. As investments in servers, data centers, and networks increase, the market will pay more attention to debt costs and project returns.
I will watch whether the risk appetite for $BTC and tech stocks is affected by the financing environment. High investment is not necessarily bad, but it must be supported by sufficient commercial returns.
#Meta再发债150亿美元，融资成本上升 #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 and $ETH rallied despite Trump's political setback! 🚀
The key driver appears to be shifting macro expectations. Democrats taking the House could create political gridlock in Washington, easing concerns about aggressive fiscal policies.
The market is reacting to changing expectations, not just politics. Is this rally the start of a bigger recovery? 👀
#BTC #ETH #CryptoMarketRegulatory side: After the Democrats take both chambers, the CLARITY Market Structure Act will be harder to pass as originally planned — the procedural vote in September is stuck at 49-50, and the lame-duck session until January 3 is the last window for the old text; if it doesn't pass, it will have to be reintroduced. Election results set the legislative pace, not the K-line; BTC rebounded from about 75,600 to around 78,000 after the election, while spot ETFs consecutively issued about 1.16 billion — these two lines should not be conflated. Friday's nonfarm payrolls are the next liquidity expectation trigger. Legislative progress ≠ price movement signal. (CoinDesk/AP and other media paraphrased, confidence medium)
$BTC
$ETH 🚨 Binance founder CZ warns that if major crypto platforms can be hacked, traditional banks may be even more vulnerable.
He highlights that cybersecurity is a challenge facing the entire financial system, not just crypto.
#Le financial report of Circle is imminent, will the growth of stablecoins be able to generate profits? $BONK
Someone in the group shouted that the meme season is back, reasoning that BONK surged 11% tonight. I checked the order book and it's not that optimistic.
BONK rose from 0.000002825 to 0.000003136, with a high of 0.00000319, indeed leading the gains tonight. At 11 PM, the 1-hour candle showed nearly 2 million contracts traded, two to three times the volume of previous candles, pushing the price close to the peak.
But at 12 AM, volume dropped to 750,000, shrinking by 60%, and the price stayed at 0.000003136 without going higher. The funding rate was exactly 0.01%, right on the baseline, with no premium at all. Open interest was only 2.01 million USD.
If the sector were really to take off, leverage would move first, and the funding rate would spike. Now volume expands, price surges, but funding rate remains unchanged—it looks more like someone is pushing the spot price up, while the futures side is hesitant to follow.
There's another layer. Tonight AKE dropped 33%, HUMA fell 22%, and other altcoins crashed on the same day. No new money appeared; it's just moving back and forth among a few small pools.
Taking a single 1-hour candle as a sector start is the easiest mistake to make. I won't guess where BONK goes next, but I generally don't chase this kind of volume-price divergence rally.
#美国中期选举：民主党赢得国会两院控制权 $ZEC is trading around $1,251, up 10.7% in 24 hours, but the rally deserves caution. Three indicators raise questions about its strength: ① Open Interest: Increased only 2.3%, from $150.3M to $153.7M, despite the price surge, suggesting short covering rather than aggressive new positioning. ② Funding Rate: Positive for eight consecutive periods, with six hitting the +0.01%/8h ceiling. Longs are continuously paying. ③ Trading Volume: Perpetual volume reached $1.75B, nearly 1.85x spot volume. Deri$SNDK
1016.3. The SNDK token hit this low tonight, opening at 1121.9 in 24 hours, down 7% in one day.
The Philadelphia Semiconductor Index dropped 5%, Marvell fell over 9%, and the storage chain took a hit as well. Despite such a drop, the funding rate is still rising — 0.038% at 21:00, now 0.0525%, five times the baseline. As the price goes down, longs are paying more and more.
Positions haven't dropped either, $146 million, about the same as before the dump. At 22:00, a 1-hour candle dumped 280,000 contracts, three to four times the previous candles, pushing the price down to 1060 before being bought back to 1098; at 23:00 it dumped again to 1029.6; at 00:00 it tested 1016.3 again, closing at 1043.8.
This is not panic selling. Panic is running away, when both funding rate and positions drop together. Now the price drops, positions stay, and people are still paying to hold.
I was bullish at noon, got proven wrong in the afternoon, and it dropped back down at night. This asset recently specializes in punishing stubbornness. Whether to catch the dip or not, I only watch one thing: when the funding rate returns to zero. If it doesn't return to zero, those holding haven't admitted defeat, and the bottom isn't fully tested yet.
#美国中期选举：民主党赢得国会两院控制权 STRK (Starknet) Strategic Value Analysis and Outlook on Post-Quantum Resistance Technology
Core Conclusion: The STARK proof layer inherently possesses post-quantum cryptographic advantages, making it the lowest migration cost route among current mainstream public chains; however, it is not yet fully quantum-resistant, as bridges, data availability, and historical contracts still carry risks. Transforming into an independent L1 is essentially to break free from Ethereum's upgrade schedule constraints and to autonomously control the post-quantum security timeline.
I. Inherent Underlying Advantages: Differentiating from BTC, ETH, and other ZK-based chains
1. STARK proofs rely on hashes, not elliptic curves
The security foundation of BTC, ETH, and most SNARK ZK chains is elliptic curves (secp256k1), which can be directly broken by Shor's quantum algorithm. STARK relies solely on hash functions, where quantum advantage is limited to Grover's algorithm providing quadratic speedup, which can be offset by increasing hash length, thus no fundamental risk of direct compromise exists.
This is the core differentiation: the proof layer itself is natively post-quantum friendly, requiring no overhaul of the consensus layer.
2. Native account abstraction with strong cryptographic agility
All Starknet accounts are contract accounts without hard-bound fixed signature algorithms. Post-quantum signature wallets like Falcon-512 (NIST standard) can be deployed individually without a network-wide hard fork or forced asset migration. Users can upgrade in batches as needed, with unchanged addresses and assets.
BTC and ETH use EOA external accounts; once a quantum crisis arises, a unified hard fork and large-scale asset migration across the community are required, risking splits, lost funds, and consensus collapse, with very high migration costs.
3. Clear three-stage upgrade roadmap with phased implementation
Official three-phase post-quantum roadmap:
- Phase 1: Replace Pedersen hash with BLAKE2, making new transactions and contracts post-quantum secure by default, currently underway;
- Phase 2: Tool-based transformation of existing legacy contracts to enable historical assets to switch to post-quantum secure mode;
- Phase 3: Resolve Ethereum dependencies (cross-chain bridges, data availability layers), which is the root cause for wanting to break away from L2 and build an independent L1.
Ethereum plans to complete full post-quantum upgrades by 2029, while Starknet aims to complete an autonomous L1 post-quantum closed loop by 2027, leading by a significant time margin.
II. Four-layer Strategic Value Positioning
1. "Hedging Infrastructure" value in the cryptography sector
As the market continues to discuss Q-Day (the time when quantum computers can break elliptic curve cryptography), combined with AI accelerating quantum research and frequent exchange hacks, the market will gradually distinguish two asset categories:
One category is elliptic curve-based assets (BTC, ETH, most altcoins), which carry the long-term quantum Damocles sword;
The other is native hash-proof + replaceable signature post-quantum chains.
STRK's value is as a cryptographic security hedge in the digital world, corresponding to your earlier mention: when the quantum tsunami arrives, capital seeks safe havens.
2. BTCFi ecosystem hosting value
BTC itself lacks convenient post-quantum upgrade solutions; the long-term security needs of the Bitcoin ecosystem will largely spill over to post-quantum friendly chains. Starknet's BTCFi track serves as secure custody, lending, and derivatives for Bitcoin assets, providing BTC with a "quantum-secure sidechain channel."
It does not replace Bitcoin but offers an outsourced security upgrade solution, a narrative with significant potential.
3. Institutional compliance and long-term capital adaptation value
Large institutions and sovereign funds engaging in long-term digital asset allocation prioritize predictable cryptographic lifespan and smooth upgrades without sudden total loss.
Starknet's "gradual upgrade, no forced migration, auditable post-quantum roadmap" better aligns with institutional long-term risk management standards compared to other chains. If post-quantum cryptography becomes an industry entry threshold, Starknet will gain first-mover standard benefits.
4. Composite value with privacy overlay (STRK20 privacy pool)
STARK is naturally suited for privacy computing; the STRK20 privacy pool combined with post-quantum cryptography simultaneously addresses two top pain points: transaction privacy + long-term cryptographic security.
Most privacy coins offer privacy but still rely on elliptic curve signatures at the base layer, which become invalid once quantum arrives; Starknet pursues both privacy and post-quantum security as dual mainlines. STRK (Starknet) Strategic Value Analysis and Outlook on Post-Quantum Resistance Technology
Core Conclusion: The STARK proof layer inherently possesses post-quantum cryptographic advantages, making it the lowest migration cost route among current mainstream public chains; however, it is not yet fully quantum-resistant, as bridges, data availability, and historical contracts still carry risks. Transforming into an independent L1 is essentially to break free from Ethereum's upgrade schedule constraints and to autonomously control the post-quantum security timeline.
I. Inherent Underlying Advantages: Differentiating from BTC, ETH, and other ZK-based chains
1. STARK proofs rely on hashes, not elliptic curves
The security foundation of BTC, ETH, and most SNARK ZK chains is elliptic curves (secp256k1), which can be directly broken by Shor's quantum algorithm. STARK relies solely on hash functions, where quantum advantage is limited to Grover's algorithm providing quadratic speedup, which can be offset by increasing hash length, thus no fundamental risk of direct compromise exists.
This is the core differentiation: the proof layer itself is natively post-quantum friendly, requiring no overhaul of the consensus layer.
2. Native account abstraction with strong cryptographic agility
All Starknet accounts are contract accounts without hard-bound fixed signature algorithms. Post-quantum signature wallets like Falcon-512 (NIST standard) can be deployed individually without a network-wide hard fork or forced asset migration. Users can upgrade in batches as needed, with unchanged addresses and assets.
BTC and ETH use EOA external accounts; once a quantum crisis arises, a unified hard fork and large-scale asset migration across the community are required, risking splits, lost funds, and consensus collapse, with very high migration costs.
3. Clear three-stage upgrade roadmap with phased implementation
Official three-phase post-quantum roadmap:
- Phase 1: Replace Pedersen hash with BLAKE2, making new transactions and contracts post-quantum secure by default, currently underway;
- Phase 2: Tool-based transformation of existing legacy contracts to enable historical assets to switch to post-quantum secure mode;
- Phase 3: Resolve Ethereum dependencies (cross-chain bridges, data availability layers), which is the root cause for wanting to break away from L2 and build an independent L1.
Ethereum plans to complete full post-quantum upgrades by 2029, while Starknet aims to complete an autonomous L1 post-quantum closed loop by 2027, leading by a significant time margin.
II. Four-layer Strategic Value Positioning
1. "Hedging Infrastructure" value in the cryptography sector
As the market continues to discuss Q-Day (the time when quantum computers can break elliptic curve cryptography), combined with AI accelerating quantum research and frequent exchange hacks, the market will gradually distinguish two asset categories:
One category is elliptic curve-based assets (BTC, ETH, most altcoins), which carry the long-term quantum Damocles sword;
The other is native hash-proof + replaceable signature post-quantum chains.
STRK's value is as a cryptographic security hedge in the digital world, corresponding to your earlier mention: when the quantum tsunami arrives, capital seeks safe havens.
2. BTCFi ecosystem hosting value
BTC itself lacks convenient post-quantum upgrade solutions; the long-term security needs of the Bitcoin ecosystem will largely spill over to post-quantum friendly chains. Starknet's BTCFi track serves as secure custody, lending, and derivatives for Bitcoin assets, providing BTC with a "quantum-secure sidechain channel."
It does not replace Bitcoin but offers an outsourced security upgrade solution, a narrative with significant potential.
3. Institutional compliance and long-term capital adaptation value
Large institutions and sovereign funds engaging in long-term digital asset allocation prioritize predictable cryptographic lifespan and smooth upgrades without sudden total loss.
Starknet's "gradual upgrade, no forced migration, auditable post-quantum roadmap" better aligns with institutional long-term risk management standards compared to other chains. If post-quantum cryptography becomes an industry entry threshold, Starknet will gain first-mover standard benefits.
4. Composite value with privacy overlay (STRK20 privacy pool)
STARK is naturally suited for privacy computing; the STRK20 privacy pool combined with post-quantum cryptography simultaneously addresses two top pain points: transaction privacy + long-term cryptographic security.
Most privacy coins offer privacy but still rely on elliptic curve signatures at the base layer, which become invalid once quantum arrives; Starknet pursues both privacy and post-quantum security as dual mainlines. 🔥🔥🔥The election fog clears, and the crypto market pierces through panic with a single needle
Last night, the world was watching not the K-line, but Washington. The Democrats swept both houses of Congress, Trump was constrained, and upon the news, BTC first smashed through 76,000, then rebounded sharply to 80,500; ETH simultaneously surged over 6%, reclaiming above $2430.
The logic is simple: the negative factor is not "Democrats winning," but "uncertainty."
The outcome means risk-off positions are being covered. More importantly—checks and balances suppress fiscal expansion → US Treasury yields fall → risk assets collectively loosen, with the S&P jumping, gold breaking 4000, and crypto following suit as a reflection of liquidity repricing.
But don’t get carried away; this rebound is mainly "derivatives + sentiment": spot ETFs saw continuous outflows before the election, Binance’s aftershocks persist; 82,000 BTC and 2450 ETH are solid selling pressure zones; on the regulatory front, the "Clear Act" is likely to face obstacles, Warren chairs the banking committee, and compliance narratives tighten short-term.
So this is not a confirmation of a "bull return," but a "negative-exhaustion style rebound." If spot volume can’t hold above 80,000, it’s just dressing up leverage. In short: the fog has cleared, but the money hasn’t truly come in yet.
Next, watch for the sustainability of the US stock market and whether ETFs flow back; this is far more useful than election gossip.
#美国中期选举：民主党赢得国会两院控制权 $BTC $ETH btc
From a technical perspective, BTC experienced a clear V-shaped rebound structure after a period of continuous decline. Previously, the price once fell below $76,000, but as the results of the U.S. midterm elections gradually became clear, market risk appetite recovered somewhat. BTC quickly regained lost ground and launched a renewed attack on the $80,000 psychological level.
From the daily chart structure, BTC is still in the recovery phase following a previous high-level pullback and has not yet completely broken free from the downward trend pressure. The $80,000 level, which was an important psychological support, turned into an overhead supply zone after being breached. Although this rebound has recovered part of the losses, the key to truly determining whether the trend can reverse remains whether the $80,000–$82,000 range can be effectively reclaimed.
On the 4-hour timeframe, this rebound shows clear characteristics of a short squeeze. During the previous continuous market decline, a large number of short positions accumulated. When the price broke through the key area again, stop-losses and forced liquidations were triggered in concentration, further amplifying the upward momentum. According to CoinGlass statistics, approximately $466 million worth of liquidations occurred across the entire market within a single hour, of which about $378 million were short liquidations, accounting for roughly 81%. This indicates that the current rise is driven not only by active buying but also significantly propelled by concentrated short covering.⚠️ Crypto longs are getting overcrowded.
Positioning data shows a clear imbalance:
- $BTC : 1,525 long vs 70 short
- $ETH : 15,900 long vs 871 short
- $SOL : 129,700 long vs 7,689 short
This one-sided positioning increases liquidation risk. Even a small dip could trigger forced selling and accelerate downside pressure.
Traders are already reducing exposure, cutting $ETH and $SOL longs while keeping a smaller $BTC position.
#DemocratsWinCongress Sony Earnings Eve: Don't Get Carried Away by High Expectations
Sony's Q2 earnings will be revealed before the U.S. market opens, but market signals are somewhat mixed: the pre-market stock price fell 1.25%, yet 71% of the community still bets on an earnings beat. The coexistence of high expectations and risk-averse capital indicates significant divergence.
Focus on two key areas. The gaming business centers on PlayStation software sales and digital content subscriptions to gauge players' willingness to pay; the music business looks at streaming and copyrights, with cash flow stability being a crucial support. More critical than the Q2 numbers is the subsequent guidance for the gaming business.
Operationally, it's unwise to rush in. Chasing highs before earnings often leads to "buying expectations, selling the facts." If pre-market sentiment causes a sell-off that creates value, small positions can be tested in batches, but only if core data remains intact. Control position size and wait for clearer results before following the trend to enter—this is safer than betting on a single earnings report.
#索尼财报前瞻：游戏与音乐业务表现如何？ I've been waiting almost a week for tonight's big bullish candle. Bitcoin pulled back to 80692, Ethereum is even stronger, up over 6%, and ZEC is close to 10%.
In previous rebounds, I always said they were fake, but this time it's different, there's a reason behind it.
The election results are settled, no need to say more about that. More concrete are the other two factors: oil prices dropped 7% in one day, easing inflationary pressure significantly, which naturally lowers expectations for rate hikes. Also, Circle's earnings report exceeded expectations, with USDC on-chain transaction volume up 49%. Stablecoins aren't just stories; they're genuinely growing. The fundamentals of the crypto space finally have something solid to show.
So tonight's candle is more confident than the previous ones.
But the harsh truth must be said: tomorrow night at 9:30 PM is the non-farm payrolls report, another big test. If employment data is too strong, rate hike talks will resume; if too weak, recession fears rise. We've all seen this double bind.
My view is that 80,000 turning from resistance back to support and holding is what really counts. If you chase in tonight, don't get too excited before tomorrow night's data.
Anyone breaking even tonight? Come share your good news.
#CircleQ3营收超预期，USDC链上交易量增长49% $BTC $ETH $CRCL $XPL hasn't been activated for a long time, let's add a small ant position and keep an eye on it. The main approach is to learn from mistakes, never go heavy-handed, and use the smallest cost to probe the dog whale.
【Hardcore review of this "left-side probe"】：
Looking at the 1-hour chart, XPL was smashed from 0.086 down to 0.06009, now lying dead around 0.066. However, the MACD formed a golden cross underwater, the green bars turned red, showing signs of oversold stabilization. But the MA20 and MA60 overhead are like two big mountains, so the rebound space is not optimistic.
【Unique insights and data battle】：
Switching to chart 2 data, the proportion of long accounts is as high as 67.99%, with a long-short ratio of 2.12. Seeing this screen full of retail longs gives me chills down my spine. The dog whale smashed for several days, now sideways, obviously not fully shaken out! The more retail investors think it has bottomed out and try to bottom fish, the more likely the main force will inject a downward needle at any time.
【My advice and strategy】：
Since we added an "ant position," we are just throwing stones to ask the way. If it holds above 0.065 and breaks through the moving averages with volume, we will add positions on the right side following the trend; once it breaks below the previous low of 0.06, cut losses immediately, never hold the position stubbornly. Friends, in this probing game, do you think the main force will first inject a downward needle or directly pull up the price?Crowded longs are becoming the story of this crypto session, and the positioning data explains why. Borrowed coins on the buy side dwarf short-side borrowing across the three majors: $BTC shows 1,524.93 coins borrowed to go long against just 69.67 borrowed to short, $ETH carries 15,900 long-side borrowed coins versus 870.88 short, and $SOL is even more lopsided at 129,700 against 7,688.71. Those are not balanced books. They are one-way traffic, and one-way traffic is what turns an ordinary pullb$SOXL
The recent sharp drop in semiconductors essentially boils down to one thing
This wave of semiconductor and computing power crash is not due to industry collapse, but due to a collapse in expectations.
The market was overly optimistic in the first half of the year:
Treating AI computing power as an unlimited rigid demand, capital expenditure as always expanding, and supply and demand as always tight.
So it prematurely overdrawn the market for the next few years, pushing valuations straight to the ceiling.
But recently, a series of negative factors have been realized:
- Intel's earnings bombshell shattered the illusion of high hardware prosperity
- US data center approvals tightened, cooling expectations for computing power expansion
- Election results settled, raising risks of regulation, energy consumption, and taxation
- High US debt suppressing high valuation growth
- Previous huge gains led to concentrated profit-taking
Simply put:
Previously, the market overdrew future gains; now it is repaying with expectation declines.
But it is crucial to distinguish:
What is falling are valuations and sentiment, not the AI industry itself.
The long-term logic of computing power demand, domestic substitution, and chip upgrades still holds.
In the short term, it's a sentiment kill, expectation kill, and valuation correction.
In the medium term, watch Nvidia's November earnings report for direction,
In the long term, look to AI implementation and real order fulfillment.
The wave will pause, but the core fire will not extinguish; after adjustment, there will be a way home. Before the market opened, everyone feared AI chains would take a hit, but at the open, the Dow surged 1,022 points, up 2%, while the S&P and Nasdaq $QQQ each rose 1.3%. Nasdaq 100 futures briefly dropped to 27,615 overnight, the lowest since July 30, but had recovered 929 points from that low before the open.
The focus shifted to Trump's stance. He told The New York Times he is "fully willing" to accept the results and told The Wall Street Journal he would cooperate with the Democrats. Morgan Stanley's Slimmon was straightforward, saying the market prefers a stalemate and dislikes one-party dominance.
It's clear where the money is flowing. Healthcare and hospital stocks led the gains, with HCA up 7%, Molina up 6%, and solar ETFs up 9%. Bank of America rose 2.6%, Walmart $WMT up 1.3%. Lagging were Texas data center concepts like CoreWeave and SpaceX $SPCX, as well as defense stocks. Gold rose 2.9% to $4,043.
Data also helped: ADP reported private sector employment increased by 86,000 in October, above the expected 75,000. Datadog was the worst performer; despite beating earnings expectations, its Q4 guidance was flat, causing a pre-market drop of over 12%.
This bullish candle reflects the stalemate plus Trump's acknowledgment; fundamentals remain unchanged. Healthcare stocks represent solid policy plays and are the most defensible; AI chains await how Texas's pause order will be implemented. Without CoreWeave turning positive, the Nasdaq can't lead the gains. How much of this 2% Dow gain will hold depends first on the ISM services index at 23 points, then Friday's nonfarm payrolls. #美国中期选举：民主党赢得国会两院控制权 纳指都涨上天了，半导体却跌成狗 盘前交易 $SNDK 1095掉到低点1016 $SOXL 盘前69掉到低点63.55 直播说赚到五十万U就收手，现在距离回本又远了一步。现在市场对Ai估值已经重新定价。AI扩张进入严苛阶段，融资门槛提高、现金流压力凸显，数据中心建设还面临政治争议。市场不再为规模故事买单，只看资金成本、交付能力和实际回报，资金开始流向能把订单转化为收益的公司。 这个阶段最好的选择，管住手，空仓观望。 等这一波恐慌情绪充分消化，板块真正止跌企稳之后，再重新寻找机会。千万不要着急抄底接飞刀，当下，耐心永远比仓位值钱。$SNDK #Sony Earnings Preview: How Are the Gaming and Music Businesses Performing?
Will Sony (SONY) beat expectations this quarter?
Q2 Results: Revenue and GAAP EPS significantly exceeded expectations
Looking at this quarter:
Market revenue expected around $19.9 billion
Market GAAP EPS expected around $0.38
✅ Image sensor profit elasticity is strong: Q1 I&SS operating profit up 125% year-over-year, with improvements in volume, pricing, and structure of high-end phone sensors, making profit elasticity a key source of profit outperformance
✅ Gaming shipments are weak, but profits are strong. PS5 Q1 shipments were only 1.6 million units, but network services, digital software, tariff rebates, and exchange rates drove gaming profits up 37% year-over-year. Although PS5 hardware sales are in the latter half of the cycle and declining, software and subscription profit margins are high, forming the profit base
✅ GTA VI is approaching, releasing on November 19. If it boosts PSN activity, digital sales, and ancillary revenue, it will have positive elasticity on future gaming profits
Entry position
Long-term bullish at current price, can enter with a small position
Short-term can go slightly long with one lot, watch earnings expectations, take profit at 27
Exit if it falls below 24
———————————————————————
Last quarter massively beat expectations, this quarter has variables but leans toward a slight beat, not a big surprise
Choose Yes
@OKX中文 @OKX星球
#OKX美股财报季 #OKX达人 #交易TradFi就来OKXSummary of the reasons behind this BTC surge!
BTC's strong breakout above 81,000 should not be constrained by the linear thinking of "Democrats winning is bearish." Considering the latest election situation and market conditions, this rally is actually the result of a triple logic resonance:
First, all bearish factors have been exhausted, and the political uncertainty has completely settled.
The Democrats took control of both chambers, severely limiting the Trump administration's fiscal and regulatory actions. The market had been pricing in the risk of "policy deadlock," but now that the final outcome is confirmed, panic has dissipated. Often, what is most feared is not bad news, but the unknown.
Second, and most crucial, is the short squeeze and thin market effect.
As seen in the community's very accurate viewpoint in the screenshot: "A one-sided consensus in the prediction market thins the order book, making it sensitive to surprises." Previously, many expected a market crash after the election, so many had positioned short orders at high levels in advance. The main force then launched a counterattack, triggering short liquidations (short squeeze). Much of the buying that pushed the price up to 81,000 was passive stop-loss orders covering shorts, forcibly driving the price higher.
Third, a brief alignment of macro liquidity.
The U.S. Treasury increased purchases of long-term bonds, causing yields to fall and providing a short breathing space for risk assets.
Back to your trading:
Your short position at 79,488 is definitely under pressure now. But at the 81,000 level, be very careful not to get carried away chasing longs. #美国中期选举：民主党赢得国会两院控制权 $BTC #索尼财报前瞻：游戏与音乐业务表现如何？
I have a small position on Yes, meaning I expect its US stock earnings per share to be higher than $0.38.
First, the rules: Looking at the "GAAP EPS actual value" for Sony's US ADR on Seeking Alpha, it must be strictly greater than 0.38; exactly 0.38 counts as a loss. Yes is currently about 77¢, No about 24¢.
Why I lean Yes:
1. Sony has beaten analyst expectations in 7 of the last 8 quarters.
2. The yen was weaker from July to September compared to the same period last year, so Sony earns more when converting overseas profits back to yen, which helps profits.
3. Profits were strong from April to June, and the full-year target was raised again in July; gaming, music, and image sensors are expected to support this quarter.
But I don't dare to go heavy:
• The 0.38 line is right at the analyst expectations.
• The Kumamoto factory shutdown due to the July earthquake, the extent of losses is still unknown.
• How the yen converts to the dollar may differ from expectations, so I only have a small position as a test.#CircleQ3 revenue exceeded expectations, USDC on-chain transaction volume increased by 49% The apparent performance exceeded expectations, mainly due to one-time income from the ARC presale and strong growth in on-chain transaction volume, indicating increased USDC usage activity. However, core reserve income was affected by slower interest rates and circulation growth, and the market remains concerned about the quality and sustainability of growth. Pre-market stock reactions were mixed (some reports of slight rises or falls).The Q3 financial report released before the market opened on November 4 is not only a milestone summary but also a crucial battle for the market to validate Circle's business model transformation results. Arc chain and CCTP may not instantly offset macroeconomic cycle fluctuations within one or two quarters, but they are the decisive chips for whether Circle can completely evolve from a financial intermediary earning interest on U.S. Treasury bonds to a global digital economy clearing network.$SPCX – 1H Signal
Entry: 136.20–136.60
Target 1: 137.50
Target 2: 138.50
Target 3: 140.00
Stop Loss: 134.80
Resistance: 137.50–138.00
Support: 135.00–134.00
Analysis: Price has bounced strongly from 129.94 and recovered above the short-term EMAs.
Bullish momentum is developing, but resistance is nearby.
Confirmation: 1H candle close above 137.00 would strengthen the long setup.
⚠️ Avoid high leverage. If price loses 134.80, exit the long setup.
#DailyOrbit @OKX 结构化产品导航站