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CC — Canton Network The future of institutional blockchain may depend on one key factor: trust. 🔍 Canton is exploring how financial institutions can work together through shared blockchain infrastructure while maintaining privacy and control over sensitive data. This approach could make blockchain more practical for traditional finance. Real adoption, strong partnerships, and useful financial applications will be the signals worth watching. #Canton #CC #Blockchain #Crypto #OKXTerm Structure Radar The first-level positive spread for $ETH is very small. The buy near sell far quote spread is +0.5%, with the first-level pair size about $2; at a scale of 10,000, this level only covers about 0.02%. Under small volume, the impact will quickly eat up the spread. For $SOL, the first-level negative spread of buy near sell far is deeper than the mark spread. Near-month annualized +4.35%, far-month annualized +0.56%, the near end is more expensive; mark near-far spread -0.04%, buy near sell far first-level quote spread -1.36%. Without the first level, the cost cannot be estimated.$BCH trend is as expected, showing a pullback. Previous market characteristics: weak buying momentum, lack of support, selling pressure dominant. Current quote is 283.38, with a phase decline of 85.32%. In terms of operation, plan to realize partial profits in batches, first taking profits at 50%–60%; for the remaining position, watch the 280 support level, if it breaks, you can continue to hold, with stop loss set above 288. For those who have not positioned in advance, patiently wait for the next signal, market opportunities are not lacking. $SOL $ZEC This round retraced near 80,000, the main driver looks more like a short squeeze rather than a spot subscription surge. In the past day or so, the entire market's contract liquidations were around 700 to 900 million in volume, with shorts taking the majority; about 70-80% of the BTC liquidation was shorts. The price went up, but the open interest barely followed — it looks more like shorts were forced to buy back, not new longs pushing leverage in. Why it matters: Relief can be quick, but the second phase depends on spot and ETF taking over. On Wednesday, spot BTC ETF saw about 70 million inflow before continuous withdrawals ended, but a single day of green ≠ a shift in subscription sentiment; flat OI means don’t mistake a short squeeze for a trend reversal. Confidence: medium-high (media + liquidation panel restatement). What’s your take — are shorts fully cleared, or has spot not yet entered? $BTC $ETH #非农在即,就业数据能否强化12月加息预期? Currently, BTC remains bearish. Although a double wick support appeared again at 79,500, it failed to break back above 80,000 and remains weak. The current strategy is to short if it breaks below 79,500, with a stop loss set above 79,000. The target is between 79,000 and 78,800. If it can break back above 80,000, go aggressive long with a stop loss at 79,400. For a more conservative approach, wait for a close above 80,200 before attempting to go long. Note the resistance above at 80,700-81,100 $BTC 🩸 MASSIVE BLOODBATH $780,000,000,000 has been wipedout from US stocks in just 10 minutes. $BTC #USJobsReportInFocus $CC — Canton Network The future of institutional blockchain may depend on one important factor: trust. Canton is exploring how financial institutions can work together on shared blockchain infrastructure while maintaining privacy and control over sensitive information. This approach could make blockchain more practical for traditional finance. Real adoption, useful applications, and strong institutional participation will be the signals worth watching. #Canton #CC #Blockchain #RWA #Crypto #OKX$SNDK Why is SanDisk still falling? Three new solid pieces of evidence tonight ① "Price hike peak" has become obvious (this is the main reason) Joint venture partner Kioxia publicly warned that the momentum of flash memory price increases is fading (cited by 247wallst, Yahoo). SanDisk’s -13.47% big bearish candle on October 30 was actually caused by Kioxia’s cautious outlook. Management itself provided corroboration: the contribution of price hikes to quarter-on-quarter growth dropped from about two-thirds in FY26Q4 to about 40% in FY27Q1 (Barron's/Yahoo)—the marginal driving force of price hikes is weakening. Intel’s CFO said memory price hikes have pushed up PC costs, and customers have signaled demand slowdown in recent weeks, expecting global PC shipments to decline by -12% in 2026 and another -10% in 2027 (reported by KuaiKeJi). Qualcomm’s earnings report tonight delivered the final blow: mobile chip revenue fell 26% YoY to $5.137 billion, explicitly attributing this to "memory price hikes forcing phone manufacturers to raise prices, suppressing demand," and the new season EPS guidance midpoint is below expectations (reported by Caixin, National Business Daily). SanDisk FY27Q1 consumer business quarter-on-quarter down 29% to $397 million—these three statements align: this is not an "AI demand collapse," but "the non-AI side cannot sustain this price." ② Data center resistance has shifted from "concern" to "voting results" The Democratic Party not only took both houses of Congress but also won governorships in Texas, Georgia, and Ohio—three key data center states. All three candidates promised to pause or conditionally pause new data center construction; according to preliminary Ballotpedia data, 40 out of 41 local data center ballot measures voted on the same day as the midterms were unfavorable to data centers; according to Wells Fargo data, 27% of planned data center capacity is located in Texas (reported by The Paper, Caixin). CBS polls show that those opposing new local data centers outnumber supporters by more than two to one. Analysts from Yuanta, Eugene, and others list "Texas approvals + grid connection costs" as core observation windows suppressing storage demand and prices (reported by Zhitong Finance). This has upgraded from "policy speculation" to "measurable project delay risk." ③ Funds are not fleeing but rotating out On November 4, the Dow rose 3.03% (+1569 points, the largest single-day gain since April 2025), the S&P 500 rose 1.58%, and the Nasdaq rose 1.44%. Microsoft and Amazon rose over 6%, Apple rose over 5%, while SanDisk fell 7.91% (reported by National Business Daily, China Business Journal); on the same day, WTI crude oil plunged 8.29% to $88.12, Brent fell 8.87% to $94.62 (National Business Daily)—easing inflationary pressure strengthened the "buy cash flow-stable giants, sell AI infrastructure" rotation. One more detail: Bloomberg reported Apple lowered some engineers’ AI daily usage cap from $300 to $200 and is considering further reductions to $100 or even $25 (cited by China News Service)—even one of the largest AI buyers is internally controlling AI spending. IV. How to calculate valuation (using the correct numbers this time) Forward P/E (consensus basis): TIKR tracks 25 analysts expecting FY2027 normalized EPS of $227.80, FY2028 $287.26 (FY2026 was $70.88). Tonight 940.16 ÷ 227.80 = 4.13x; November 4 closing corresponds to 4.55x. Reports say Tuesday’s close was about 4.4x, a one-year low, far below the 11x historical average (Yahoo/TIKR). TTM P/E (interface basis): November 4 was 8.18x; market cap on 11/4 was $157.985 billion, converted at tonight’s price about $143.16 billion (157.985 × 940.16 / 1037.40). ⚠️ Do not mix the two bases (one is normalized/NTM, the other is TTM), and cyclical stocks’ low PEs often appear at profit peaks—4x looks cheap, provided that the $227.80 EPS is not peak EPS. This sentence is the core of the current bull-bear divergence. Major bank target prices (updated 10/30, pre-split basis): Goldman Sachs 2000 (down from 2200), BofA 2000 (down from 2500), Morgan Stanley 1750, Wells Fargo 1300 (down from 1550, equal weight); relative to tonight’s 940.16, these are approximately +113%/+113%/+86%/+38% (derived calculation: target price ÷ 940.16 − 1). But note the direction: target prices have been continuously revised downward in the past week, which itself is a signal. Magnitude of decline: from the June 25 closing high of 2335 to tonight’s 940.16 is -59.7%; from October 28’s 1404.77 to tonight is -33.1%. Volume characteristics: November 3 rebound +4.78% with only 8.34 million shares (below the 20-day average volume of 8.73 million), but on November 4 and 5 volume expanded to 11.32 million shares and continued to increase intraday—low volume rebound, high volume decline, no evidence of trend reversal. V. Stock split countdown (don’t treat the split as a positive) November 9 is the 1-for-8 record date; new shares will be issued after close on November 19; trading at split-adjusted prices starts November 20. Tonight’s 940.16 converts to about $117.5 per share post-split. The split creates no value; the nominal price dropping to three digits will significantly change retail participation structure and intraday volatility, but regulation and the price hike narrative will not change because of this.Another large BTC on-chain transfer has arrived! $BTC Trump Media-associated wallet transferred out 4,259 BTC, worth 342 million USD, to Crypto.com. This is already the third similar operation this year. The official explanation remains that it is custody rebalancing, not selling. But such a large-scale chip transfer at this sensitive moment makes it hard for the market not to speculate. With the election approaching, the crypto market's expectations are already chaotic, and a large whale move will be used by both bulls and bears to spin narratives. Whether it is truly selling or not, this kind of on-chain signal will intensify market volatility. Friends holding positions should not take it lightly and manage their positions carefully. ⚠️ This does not constitute investment advice #BTC进入摩根大通长期预测,机构配置仍谨慎 Binance's $6.3 billion security incident has already made U.S. banking regulators nervous. Reuters revealed that the Federal Reserve and the Office of the Comptroller of the Currency (OCC) have been contacting multiple banks since Monday this week to inquire about any unusual activities, system vulnerabilities, or service interruptions. Regulators want to clarify one thing: will this security breach in the crypto industry affect traditional banks through the increasingly close connections between financial systems? Banks have also started to take action. Several U.S. banks are conducting security diagnostics on their internal systems to test their resilience against similar attacks. A cybersecurity team at a major bank even contacted Binance within hours after the incident occurred and is currently drafting an internal report, which may lead to system reviews and security upgrades. Another headache for banks is AI. Insiders say that AI model iterations are too rapid, and hackers' ability to launch attacks using new technologies is also increasing, forcing banks to invest more resources in reviewing and patching cybersecurity code. Binance stated it is maintaining communication with global regulators and promptly reporting the progress of the incident. The Federal Reserve and OCC declined to comment. This issue is no longer just about how exchanges compensate users. As crypto platforms become more deeply connected with traditional finance, an attack occurring inside an exchange could also serve as a reason for banks to re-examine their own security systems. The security risks in the crypto industry are entering the view of traditional financial regulators.$CC — Canton Network: The Future of Institutional Finance Blockchain adoption in traditional finance is not just about speed; trust, privacy, and seamless connectivity matter just as much. Canton is exploring how financial institutions can interact through shared blockchain infrastructure while maintaining control over sensitive information. The real opportunity lies in connecting traditional financial markets with blockchain technology. Long-term progress will depend on real-world adoption, net$SNDK just lit a cigarette, watching the huge bearish waterfall candle smashing through the 900 mark on the screen, I couldn't help but gasp sharply. My jinx came true: "Yesterday I said SanDisk at 800, today it’s here!" [Hardcore Review] On the 15-minute chart, the price plunged from 1050 all the way down to 886, a nearly 14% drop in a single day. The moving averages are completely trampled underfoot, MACD’s green bars below zero are rapidly expanding—a classic "breakdown kill." Once the 1000 level broke, the overhead is full of dense trapped positions. Switching to the data side, I felt a chill down my spine. Despite the price falling to this terrible state, the bulls still account for as high as 86.63%, with a long-short ratio of 6.48! Retail investors are crazily catching falling knives. From a behavioral finance perspective, this is an extreme herd effect. Unless these stubborn bulls are completely liquidated or despair-sell, the market definitely won’t find a bottom. [My Advice] I said to short yesterday, so let’s firmly execute that. The downtrend is still accelerating now, absolutely no catching falling knives. Those holding high-position short orders should move stop losses to the cost line to let profits run; those not yet in, definitely don’t chase shorts at market price—wait for a weak right-side rebound and then short with the trend. Don’t shoot until you see the rabbit!My first reaction is: after buying the token, how many steps are left before bringing in real users? If I were to write it as a strategy, I would set it as "If actual usage increases after cooperation, then raise the business progress score," rather than directly treating institutional token holding as adoption. 🤖 Stani Kulechov, founder and CEO of Aave Labs, said that cooperating with Payward is a strategic step to expand coverage of retail and institutional users. Payward and asset management clients have purchased an undisclosed amount of $AAVE on the secondary market through affiliated funds, and both parties are still discussing future cooperation. The current net deposits under the agreement are about $33 billion, with active loans around $11 billion. I judge this as a somewhat positive channel signal, but not yet evidence of user growth: buying tokens does not equal increased borrowing demand, and cooperation does not necessarily lower usage barriers. This rule can filter out verbal good news, but the loophole is that increases in deposit and loan amounts may also be influenced by token price. Would you use the number of new borrowing addresses, or loan changes excluding price impact as the condition?#非农在即,就业数据能否强化12月加息预期? Today's US stock market intraday quick review (November 5, 2026): Storage semiconductors get bloodied, is money just "changing tables" within tech? Just a glance at the biggest decliners shows how tough it is for bulls today. Storage concepts plunged 9.81%, Philadelphia Semiconductor dropped 6.81%, optical communications fell 6.15%, semiconductor equipment declined 6.63%, even ARKK was smashed down 6.91%. The trigger is clear: after the Democrats took both chambers, the market started pricing in tighter regulation on data centers, plus Qualcomm and Arm's earnings guidance missed expectations, slashing forward demand expectations for storage and chips. But don't rush to say "AI is over." On the other hand, Oracle only fell 4.35%, software and cloud service declines were much smaller than hardware, and platforms like Google and Amazon with real cash flow actually held up. JPMorgan put it bluntly: this rotation is more about position adjustments, not a fundamental shift; money hasn't left tech, it's just "changing tables" within tech. My view: today's lows in storage and semiconductors aren't for you to bottom-fish, but for those heavily positioned inside to reduce exposure. Until regulatory expectations materialize, every rebound is a window for selling pressure release—don't take "oversold" as a belief.NVIDIA might drop below $200 tonight for the first time since July. On the first day after the election, the Dow surged 3%, and everyone was celebrating. But I noticed the Nasdaq rose the least, and before today's market opened, Nasdaq futures turned negative, with chip and data center stocks being sold off. Two earnings reports are also weighing it down: Qualcomm's mobile chip revenue dropped 26% year-over-year, and Arm's results beat expectations, but royalty income fell short, causing a post-market decline. My view: This isn't a problem with the overall market; money is shifting from AI hardware to other sectors. What I would do: Watch the close around the 200 level first; don't buy the first dip. Do you think NVIDIA will close above or below 200 today? This is not investment advice #英伟达支持OpenAI俄亥俄AI工厂 #USStocks #AI #NVIDIA🚨 Is the crypto world about to face a major upheaval? The real altcoin season might still be ahead! 🚀🔥 After such a long silence, the crypto market is finally showing signals worth paying attention to! $BTC is trying to regain market confidence, $ETH's capital performance is worth watching, and those altcoins forgotten by the market might be brewing the next round of opportunities. I always believe that truly crazy rallies often don't start when everyone is bullish, but quietly begin after the vast majority lose patience. But one thing must be clear: a BTC rebound does not confirm a bull market, and ETH strengthening does not mean the altcoin season has arrived. Next, focus on three key signals: 🔥 Whether BTC can continue to break through key resistance with volume. 🔥 Whether ETH/BTC can end its weakness and strengthen again. 🔥 Whether altcoins can see sustained capital inflows. If these three conditions resonate, the market has a chance to move from a partial rebound to a full-scale rally! The altcoin frenzy of 2021 may be hard to replicate, but the next round of wealth redistribution opportunities may not be over yet. I'm not afraid of the rally coming late; I'm afraid of missing the opportunity when it truly appears because I exited too early. 📌 The market carries risks; do not blindly chase highs, patiently wait for trend confirmation. #BTC #ETH #AltcoinSeason #Cryptocurrency #BullMarket$CC — Canton Network The future of institutional blockchain may depend on one key factor: trust between financial systems. 🔍 Canton is exploring how privacy, interoperability, and shared infrastructure can support real-world financial markets. Its biggest opportunity is connecting institutions while allowing them to maintain control over sensitive data. For me, the real test is not just technology, but actual adoption and meaningful financial activity. #CC #CantonNetwork #Blockchain #RWA #C$BTC Brothers who chased the 81,000 long position yesterday, how are you today? #非农在即,就业数据能否强化12月加息预期? Within one day, it dropped from 81,000 back to 78,000, after rising 6,000 dollars; half of that gain was given back in two days. This is a typical case where good news turns into bad news — the midterm elections are settled, uncertainty is gone, and funds are starting to run. I said yesterday, such a 6,000-dollar rise in one day is most likely a short squeeze, not a real reversal. Look at today, 81,000 couldn't even hold, it directly turned downward. The previous high above is pressing down, and the previous low below is not far away; this in-between position is the easiest for manipulative traders to shake out both sides. Personally, I took a bite of the rebound yesterday and ran; now I'm watching from an empty position. It's not bearish sentiment, but such a volatile market with sharp rises and falls makes me uneasy. Those who chased the high at 81,000 are most likely stuck now; those who cut losses at the previous low are now regretting it. In this meat grinder market, I'd rather stay out than get in. I'll wait until it chooses a clear direction, either firmly breaking above the previous high or falling below the previous low, then I'll follow.#Nonfarm is approaching, can employment data strengthen the expectation of a December rate hike? 1347, upgrade expectations ignite follow-the-trend sentiment ZEC surged to 1347, the range climbed from 1159 all the way to 1350, with the price stuck between 1300 and 1320. The NU7 upgrade story is pushing funds to pour in. This is a very straightforward follow-the-trend sentiment; everyone is afraid of missing out on the dividends brought by this acceleration. This sentiment cannot sustain a long-term market. When the upgrade lands on November 5, the moment expectations are realized, the motivation to enter will quickly fade. For the market to stabilize, it must deliver on-chain performance beyond everyone's imagination. Once it falls below 1159, the sentiment support built on optimistic expectations will fail. $ZEC $BTC $ETH The market right now seems propped up by a few thick pillars: the US stock market maintains appearances thanks to a handful of giants, and the crypto market is set by leading coins, while peripheral assets continue to bleed. The indices appear stable, but the long tail is turbulent beneath the surface; this "prosperity of the few" does not equal a broad recovery. The small coins I hold have been quietly declining recently; when mainstream coins rebound, they don’t keep up, and when mainstream coins dip slightly, they fall first. If heavyweight stocks or leading coins suddenly drop further, long-tail assets will likely face even harsher liquidity tests. This is not a simple correction but a retreat of both confidence and leverage. So I choose to prioritize defense: I don’t chase gains after a single bullish candle, nor do I get swayed by short-term noise; if there’s no extreme overselling, I’d rather stay on the sidelines and wait. Short-term speculation is for more agile players; I prefer a simple approach. If a deep crash occurs, I will buy core assets in batches, gradually building a heavy position, then hold long-term; when market sentiment overheats, I will take profits in batches, using trailing stops to lock in gains and eventually exit. I repeat these rules without letting greed rewrite them. Slower, steadier, great achievements can be made. #美股AI板块走势分化:云服务商走强、数据中心股承压 I was so scared I almost dropped my phone, is this for real? Someone used Trust Wallet for 5 years without clicking any authorization, and 3830 USDT just disappeared 😂 On the evening of November 3rd Beijing time, a newly created TRON address withdrew money from over 100 wallets within 36 minutes, some wallets hadn’t moved since 2022. This guy’s 3830 USDT was among them; the transfer was signed with his own private key, which means the private key had already been leaked. About 5913 USDT was swept and all converted to TRX. Security organizations have been tracking cases of self-custody wallets on iPhones being hacked these past weeks. From October 28 to November 3, there were 6 reported cases totaling about $127,000. The week before that had 4 cases totaling about $434,000. The community suspects it’s related to an iOS exploit tool called DarkSword. Opening a malicious webpage in Safari could steal mnemonic phrases. iOS versions 18.4 to 18.7 were affected; the new system update has patched it. The rumored “$1.1 million stolen” hasn’t been confirmed yet. Scammers are taking advantage of the chaos, creating fake sites by replacing the “u” in trust with “a” and “com” with “cam.” Once your wallet connects, they immediately sweep your balance. If your phone holds your entire fortune and the system hasn’t been updated for a long time, reading this might give you a chill. For beginners, it’s recommended to watch more and act less; when buying coins, only buy $BTC 🔥 What makes me happiest about this wave of ETH rebound is not how much it has risen, but that I wasn't swayed by outside voices! There is always an interesting group of people in the market: they shout "taking off soon" when prices rise, then start bearish chants during pullbacks; when the market goes up, they say they saw it coming early, and when it falls, they switch to another explanation. If you follow these voices every day, you will likely buy at the top and sell at the bottom. 🚀 ETH made a strong intraday rebound, rising about 6.6%—6.9% in 24 hours, surging from around 2226 to 2450, currently near 2420. Short squeeze pushed the price up quickly, and short-term bulls finally launched a beautiful counterattack. 📍 Next, watch 2440—2450; only a breakthrough and hold above this range will open the chance to target 2500; below, 2350 is short-term support, and 2290—2320 is an important support zone. ⚠️ RSI has now entered the overbought area, so a short-term pullback to digest gains is normal. Don’t impulsively chase longs just because of one big bullish candle, nor immediately change direction because of a few bearish candles. 🧠 My medium- to long-term target for ETH remains 4000, but how it moves short-term still depends on the market’s answer. Tonight, are you continuing to be bullish, or preparing to wait for a pullback before looking for opportunities? #非农在即,就业数据能否强化12月加息预期? Big Brother Maji has made a killing again this round! Not only is he going long, but he's also scaling up his position, increasing from over 2,000 contracts to nearly 6,700 contracts with 25x leverage. The latest average entry price is 2366, with unrealized profits soaring above $460,000, but the liquidation price has also been pushed up to 2391. Big Brother is confidently pushing forward, but I’m actually not very optimistic about this short-term move and suggest setting up short positions around 2450. The reason is simple: This rebound after the election results feels more like a short squeeze repair after uncertainty has been removed, rather than the start of a new trend. $ETH faces significant resistance near 2450, with limited upside space. After the Democrats took control of Congress, regulatory expectations have actually worsened, and institutional funds won’t rush back in quickly. High-leverage players adding longs at this level are more likely to become fuel for a later drop. I don’t recommend chasing longs from here. The current rebound has limited height, and the upside space is smaller than the downside risk. If you already hold long positions, consider scaling out some or moving your stop loss closer to your cost. Trading plan: Consider shorting ETH on a rebound to 2450-2480, or wait to short after a break below 2350. Place stop loss above 2500. Short-term take profit can first target Maji’s liquidation price at 2391, with the next target around 2300-2250. Market sentiment has warmed up, but don’t forget the nature of this rebound and the potential regulatory pressure ahead. With high-leverage longs stacked here, if sentiment turns sour, the drop will come fast. #美国中期选举:民主党赢得国会两院控制权 OKEx BTC liquidations in the past 15 minutes are about 20 million USD / approximately 250 BTC, almost all long positions; the past hour is roughly the same scale, already exceeding the "15 minutes 5 million, 1 hour 20 million USD" threshold. The price at that time was about 78,830 USD, with a short-term drop of less than 3%.🔥 The most interesting part of the market is that when everyone is arguing about whether it will go up or down, the real opportunity may have already emerged! This time with ETH's rebound, I am even more certain of one thing: trading cannot be driven daily by others' opinions. When prices rise, some shout to charge; when they pull back, some shout a big drop. The loudest voices are not necessarily the most accurate. Instead of constantly switching positions, it's better to stick to your own trading plan and use price to validate your judgment. 🚀 ETH has surged strongly intraday, with a 24-hour increase of about 6.6%–6.9%, a low near 2226, a high reaching 2450, and the current price close to 2420. Short squeeze has driven a rapid price rebound, and short-term sentiment has clearly warmed up. 📊 Currently, 2440–2450 is the first resistance level; after breaking through and holding above, 2500 will become the next target to watch. On the downside, first look at 2350, with further support at 2290–2320. ⚠️ However, RSI has already entered the overbought zone, so a pullback after continuous rallies is normal. You can't ignore the immediate risks just because you are optimistic about 4000; nor can you easily dismiss the entire judgment because of one pullback. 💪 Today, continue to focus on volume and key price levels, listen less to emotions, and watch the chart more. Do you think this rebound is just a short-covering, or the start of a new upward wave for ETH? #非农在即,就业数据能否强化12月加息预期? $CORE b14g is the engine that sustains the vitality of the Core blockchain @b14g_network drives operations, security, and dual staking on the @Coredao_Org blockchain. According to DeFiLlama's report, the total DeFi TVL of $CORE is approximately $3.26 million, of which $2.81 million is attributed to b14g. Core leverages the Satoshi Plus mechanism to provide higher yields by combining staked $BTC with staked CORE. The b14g Merge Marketplace and b14g's dualCORE vault make this process more convenient. b14g's TVL is about $257 million, mainly consisting of self-custodied BTC. This represents the scale of Bitcoin capital flowing into and securing the Core blockchain through b14g. Of course, b14g is not without risks. In October, a vulnerability attack drained about 97 million CORE. Subsequently, about 68 million CORE were reversed through a hard fork.A surge followed by stagnation must fall back; the bull market hasn't arrived yet! The key still depends on Friday's big non-farm payrolls! #非农在即,就业数据能否强化12月加息预期? Brothers, yesterday's market really gave me a headache. I originally thought Bitcoin $BTC had broken below the recent consolidation zone's lower boundary at 76200, signaling a bearish trend. But starting from the afternoon, it rebounded all the way, soaring directly to 81200! Ethereum $ETH was even more dramatic, jumping straight from 2200 to 2450! Looks like I need to change my mindset. It's fine to be bearish on a breakdown, but when it rose to 78000 yesterday, I should have realized something was off. Because after a breakdown and retest, it can't retest the upper side of the range! So, yesterday I should have stayed flexible, and decisively gone long near 78000! But missing it is missing it. The focus now is on tomorrow night's big non-farm payrolls, to see if the data is bullish or bearish. Brothers, watch my pinned posts. Looking at the HYPE chart, the price is sitting near 80.66 USDT. Earlier in June 2026, it traded down near 52 USDT before surging up to an all-time high of 98.04 USDT in late September 2026. After that peak, it saw a healthy correction down to the 76 USDT area in late October. Now it is attempting a steady recovery above the moving averages. If buyer volume holds, we could see a push back toward the 90 USDT resistance level soon. What is your price target for next week? Bitcoin review: If we look at Bitcoin from the 4-hour chart, if it breaks through 82,000, it will go to the 84,000-84,800 range. If it is directly resisted at last night's high of 82,000 and falls back down, then last night's high will be the starting point of a new round of harvesting. I tend to lean more towards the direction of downward harvesting because, first, there is not much fuel above; there is more explosive potential below 79,000 on the long side. Second, technically it has already broken the position, which aligns closely with the starting point of the rise, so a counter-rally test is unfolding to see if the market will buy it. Therefore, if you have short positions, you really need to stop loss if it breaks through 82,000, because once it breaks 82,000, it could reach the 84,000-84,800 range, which is a space of more than 2,000 points. If you stop loss at 82,000, you can try to set up short positions again in the 84,000-84,800 range. 🚨 FIL: Another 225 warriors liquidated, how much longer will the market keep tormenting? Just opened the market data and saw that in the past 24 hours, 225 people were liquidated on FIL, totaling $888,100. To be honest, this number isn't the most extreme in the entire market, but for each person forced to liquidate, it's real money lost. What’s even more painful is the trading structure: spot trading volume is $21.56 million, but contract trading volume is as high as $224 million, more than 10 times! What does this mean? Market trading heat is more concentrated in derivatives rather than spot. Both longs and shorts are battling, but high trading volume doesn’t necessarily mean new funds are coming in, nor does it directly indicate that major players are accumulating. Screenshots show FIL’s market cap is about $727 million, with contract open interest around $149 million. Considering recent price fluctuations, I think the most important things to watch next are changes in open interest, funding rates, and whether spot trading volume can expand in sync. If the price rebounds but open interest decreases, it might just be shorts covering; if the price rises and spot volume expands simultaneously, the quality of the rebound is more worth observing. What FIL really needs is not another round of high-leverage frenzy, but sustained buying and real demand. 225 warriors have already paid their tuition; will the rest continue to hold on stubbornly? #FIL #Filecoin #ContractLiquidation Not investment advice$ETH ETH Market Update 🎉 Short positions took profit, this round fell 89 points from the high of 2451, a daily decline of 2.59%. Indicator status: 15-minute and 1-hour charts have entered extreme oversold zones, short-term conditions are ripe for a corrective rebound; 4-hour indicators have fallen from highs, bullish momentum continues to weaken; Daily price remains above MA20, which is a key support level. Short-term oversold pressure calls for a rebound correction, but the mid-term structure is weakening. Key levels: Resistance: 2374–2380 (rebound observation zone), 2380–2395 (replenishment range), 2425 (stop-loss red line) Support: 2352, 2314, 2274 No big problem, the market sentiment is currently overly panicked, mainly due to the slowdown in AI infrastructure such as data centers, but the Democrats cannot directly sanction AI because Trump has veto power and exemptions, so most likely the controversial bills on both sides will still be deadlocked with each other🚨 An employment report that could determine Bitcoin's next move! All eyes are on November 6. The US nonfarm payroll report is about to become a key market catalyst, with expectations for new job additions between 62,000 and 65,000. The key point: if the employment data is strong, interest rate pressure may heat up again; if the data is weak, the market might get a brief respite. But remember, a short rebound does not mean a trend reversal. With the dollar weakening and US Treasury yields cooling off, Bitcoin and other risk assets have seen a brief recovery. However, regulatory uncertainty and pressure from future interest rate decisions remain. 📊 The Fear and Greed Index is returning to neutral, market confidence is somewhat restored, but true optimism is still some way off. The real question is: will the nonfarm data push Bitcoin into the next rally, or trigger a new round of sell-offs? What’s your take? Bullish or cautious? $BTC $ETH $ZEC #Bitcoin #CryptoMarket #NFP #CryptoTrading #MarketOutlook #DailyOrbit #高利率下,黄金还能走多远? The recent gold rebound is not simply due to the "disappearance of rate hike expectations." The main reasons are: Weakening US dollar: After the US midterm elections, the dollar declined, passively supporting gold priced in dollars. Falling oil prices: Expectations of easing Middle East conflicts have increased, reducing energy inflation pressure. Declining US Treasury yields: Fiscal expansion expectations are restrained by Congress, and lower long-term rates ease pressure on gold. Central bank gold purchases support: In Q3 2026, global central banks net purchased 321 tons of gold, a 42% year-on-year increase, providing a floor for gold prices. However, the expectation of a rate hike in December remains above 80%, so the current rebound is better understood as a correction within a downtrend rather than a complete removal of rate hike pressure. $XAU $XAU $XAU ① BTC 80,000 is a touchstone, not a starting point. To bounce back, spot buying support is needed; relying solely on short covering is not enough. ETF single-day net inflow is 74.6 million, but IBIT is still seeing an outflow of 200 million. No chasing in between. ② ETH 2,427 is stuck in the middle, staying still. The supply wall just confirmed above is at 2,440-2,450, and the pullback confirmation level below is at 2,390. ETF net inflow of 53 million ended the continuous outflow, but this is a correction, not a reversal. ③ Macro anchor: Friday's non-farm payrolls are the real test. Expected new jobs added are 65,000, unemployment rate 4.2%. The probability of a rate hike in December remains above 80%. Non-farm payrolls exceeding 100,000 plus accelerating wages = another hit to risk assets.$MANA Decentraland represents an interesting experiment in digital ownership and user-created virtual environments. Its challenge is not simply attracting attention during periods of metaverse excitement. Long-term relevance depends on whether people have compelling reasons to return, create, socialize, and participate economically. Without consistent user engagement, virtual land ownership alone may struggle to sustain meaningful ecosystem demand.#索尼Q2营业利润增长45%,上调全年业绩指引 The biggest highlight of this financial report is that the profit growth rate far exceeds the revenue growth rate, with a significant improvement in profit quality. At the same time, this quarter is Sony's first full interim performance after the spin-off of its financial business, with data fully reflecting the fundamentals of the pure technology and entertainment entity business, excluding insurance and wealth management income from the financial sector, providing a clearer view of the core business's true cash-generating ability. Ethereum (ETH) is currently trading at $2,365.79, experiencing a short-term pullback of -2.42% after touching a recent swing high near $ETH 2,450. Looking at the 1D daily chart candles, ETH is holding above the key psychological support zone around $2,300. If buyers step in and defend this level, a retest of the $2,450–$2,500 resistance band is likely over the coming week. However, a breakdown below $2,300 could open the door for a deeper correction toward the $2,174 support. $SOL Solana has built an ecosystem where speed and low transaction costs make experimentation easier for developers. That creates opportunities across DeFi, consumer applications, and digital assets. However, ecosystem growth should not be confused with sustainable demand. The real test is whether applications can retain users and generate meaningful economic activity beyond short-lived market trends.The tokenized NVIDIA asset (xNVDA) is showing a strong bearish continuation pattern, currently priced at $xNVDA 192.25 down -4.53% for the day. The moving averages (MA5, MA10, MA20) are sloping downward cleanly, acting as dynamic overhead resistance. With the price hovering right near its 24-hour low of $192.01, momentum heavily favors the sellers. Unless it can reclaim the $200 psychological mark soon, further downside pressure toward deeper support regions is expected. Completely convinced, some people have already started fantasizing that the Democratic Party is good for crypto…… Not to mention that the Democratic Party leading both chambers can only serve as a check on Trump, not dominate unilaterally. If there’s no market for altcoins in 2025, it’s actually a pit dug by Biden. Everyone saw Biden’s massive liquidity injection during his term, the crazy bull market in 2021, but didn’t notice the landmines planted at that time. The number of financing events skyrocketed in 2021! How big was this liquidity? In 2022, the number of financing events was even higher than in 2021, just with less total funding. From 2013 to 2020, there were only 1,026 financing events in total, but in just 2021 and 2022, there were 2,971 financing events. With so many VC coins concentrated to launch in 2025, no matter how much money the market has, it can’t absorb all these new coin releases! You can blame Trump, although crypto’s poor performance in 2025 has little to do with him, his family did launch coins and there were suspicious insider trades on hyperliquid. But the Democratic Party probably can’t be relied on either. They often have some well-meaning policies, massive liquidity injections to give money to the public, support for non-advantaged races and genders, and so on, but once the scale gets out of control, it’s a landmine. The crypto market’s poor state in 2025 is largely a landmine planted during Biden’s era. An industry’s progression from startup to boom to slow growth is a normal natural law. Blaming anyone is useless, expecting anyone is even more futile. Face it rationally, invest healthily, abandon illusions, and manage your "greed" well!#ModernaQ3财报将揭示疫苗销售趋势 【ETF Alert】ETF: Net inflow of $74.6 million on November 4 (inflow for 1 consecutive day), net outflow of $439.6 million in the past 3 days, net outflow of $1.0656 billion in the past 5 days → ① 22:02 (Beijing) Binance suffers a $6.3 billion hacker attack incident, impacting exchange security and market confidence (bearish); ② 21:55 (Beijing) Fed official Harker advocates gradual rate hikes to curb inflation, 10-year US Treasury yield at 4.904% (+1 basis point), US Dollar Index at 101.62 (+0.05%), tightening expectations suppress risk assets (bearish); ③ Gold at 4138.20 (+1.60%), crude oil at 89.25 (+1.28%) both strengthen, safe haven and inflation premium rise (neutral to bearish); Geopolitics: Iran war continues, Strait of Hormuz risk remains, 21:24 (Beijing) Bank of England raises rates for the first time due to Iran war (bearish, tail risk) → Net: Neutral to slightly bullish but momentum insufficient (single-day inflow cannot offset large outflows over past 3 and 5 days, and diverges from hacker attack and hawkish stance). Recommendation: Light positions and observe, do not chase highs, reduce positions if price near 79642 falls below 79000, consider adding if it rises above 80500. $CRV Curve Finance occupies an important niche in decentralized finance through its specialization in efficient stablecoin and similar-asset swaps. This is a different competitive battlefield from general-purpose decentralized exchanges. Liquidity concentration, trading volume, and protocol incentives determine whether that specialization remains valuable. Strong infrastructure alone cannot guarantee sustainable fees or lasting demand for CRV. #توقعات Sony Earnings Report: How Did the Gaming and Music Sectors Perform? Overall, the value of this financial report lies in the fact that the profit growth rate far exceeds the revenue growth rate, and the quality of profitability has clearly improved; the film and gaming sectors are experiencing a strong boom, and the sensing business has also maintained the core base. The company's management dares to significantly raise guidance mid-year, indicating strong confidence in the upcoming quarters Just finished reviewing the liquidation report before going to sleep: 728 million liquidated across the entire network in one day, shorts account for 60%, 102,698 people got wiped out. But in the last hour alone, 47.23 million was liquidated, with longs making up 94.3% — the direction flipped, chasing highs got cut first. 😮 BTC at 79,677, positions down 0.49%, 272 million liquidated, shorts 88.5%. ETH at 2,389.89, positions up 2.77%, 204 million liquidated, shorts 54.3%. SOL at 95.42, positions up 1.36%, 20.06 million liquidated, shorts 65%. ZEC at 1,305.86, positions up 1.73%, 10.66 million liquidated, shorts 69.8%. The speed clock is even more striking: 59.31 million liquidated in 4 hours, 47.23 million in the last hour, 80% squeezed into one hour; at 21:01, 1.9083 million liquidated in one minute, longs dominate. 👀 Two tough issues tonight lean hawkish: the central bank governor said not to see this rate hike as the first shot of a series, the Middle East ceasefire is not guaranteed to be the last shot; initial jobless claims actually 189,000, lower than the expected 197,000, employment is solid, the tightening pressure remains. Long-short ratio 48.95 to 51.05, don’t mistake this for leverage retreating — in 1-hour positions BTC and ETH are still declining, only SOL is increasing. Tomorrow I’ll watch: whether BTC can hold above 80,000, whether ETH can hold the 2,400 level; if not, wait for a pullback, if yes, I’ll follow the longs. 🔒Token buyback and burn does not mean the price is being supported $BTC has risen above 81,000, and a bunch of people are starting to look for which coins to accumulate. In the list they found, $HYPE and $UNI both have the words "buyback and burn". What others think: The protocol uses revenue to buy back tokens and burn them, reducing supply, so the price naturally goes up. This logic is only half correct. How this number is calculated: Burning reduces circulating supply, not sell orders. For the price to rise, someone has to buy the sell orders at that level. The buyback funds come from protocol revenue, which follows trading volume. When trading volume cools down, buybacks shrink, and no one tells you in advance when that happens. What you really need to watch is whether the revenue is sustained, not how many burn announcements are made. Those who treat burns as good news are actually buying into other people's trading enthusiasm. That enthusiasm fades faster than the announcements. #BTC进入摩根大通长期预测,机构配置仍谨慎 $BTC $HYPE Moderna 从年初的 29.49 涨到 11 月 4 日的 258.38,是年初的快 9 倍,可它美东 11 月 6 日盘前要出的三季报,多半还是亏损。我看这季亏多少问题不大,这两年的三季度都是它一年里最好看的一季。难的是股价不太看这份财报。 今年把股价推上去的是癌症疫苗。8 月 19 日它跟默沙东一起做的黑色素瘤疫苗三期达到了主要终点,一天涨了 177%。10 月 22 日三期详细数据出来前后,一天又跌了 17.6%。11 月 4 日又涨了 13.1%。8 月 21 日以后,它一天涨跌超过 10% 的有 5 次。 可这季的财报,看的还是新冠疫苗。三季度是美国秋冬打疫苗的季节,去年三季度一季就收了 10.16 亿美元,是上半年加起来的 4 倍。公司 7 月说今年营收最多涨 10%,三季度大约占下半年的 55%。照指引的上限粗算,三季度是 8.8 亿左右,华尔街估的 8.9 亿还比它高一点。不过 CFO 也说过,下半年要是跟去年持平,全年就会超过 10%。 利润这边,各家估的差得不少。FactSet 是每股亏 1.10,Zacks 是亏 1.37,Alpha Vantage 收的 1$SNDK SanDisk, the target at 955 has been reached and broken through. How frustrating must it be for those who went long above a thousand? Now, is it a good time to bottom-fish? The answer is that rapid moves tend to exhaust momentum. Experienced traders can buy the dip, but inexperienced ones should not. There is a probability it could go down to 730-830,I never quite understood why the crypto community is always waiting for a bill. The Democrats won the midterm elections, Sherrod Brown returned to the Senate, and Elizabeth Warren continues to oversee financial policy. The new Congress's focus isn't on the CLARITY Act but on investigating the president's own crypto projects. Analysts say this bill might have to wait until 2028. 2028. By then, I'll probably still be watching the $BTC daily chart, just waiting for something with a different name. What's a bit funny is that Circle says the industry is bipartisan, and stablecoins can still be promoted as usual. So $USDC is doing quite well, while $ETH still depends on regulatory favor.OpenAI and Anthropic are both seeking funding from the capital markets at the same time, giving investors the opportunity to compare the two companies side by side. Tom Dotan from Newcomer interviewed investors involved in financing both companies and received quite distinct evaluations: Anthropic is pulling ahead, while OpenAI urgently needs a comeback story. Even though the AI industry is facing valuation pressures and a tightening political environment, interviewed investors remain quite optimistic about Anthropic's IPO. One investor who has invested in both companies even stated that the demand for Anthropic's stock from joint funds and other long-term investors is "unlimited," believing that Anthropic is steadily overcoming current market fluctuations and is confident it can complete its IPO before Thanksgiving. The political environment has not noticeably weakened this confidence. Anthropic has relatively closer ties to the Democratic camp, but investors have not backed down because of this. The most interesting aspect of this funding competition is that both companies are targeting a largely overlapping group of investors, giving capital the chance to directly compare their growth, commercialization capabilities, and future valuations. In the past, OpenAI almost represented the leading narrative in the AI industry. Now, Anthropic is vying for that position. Technological leadership can constantly change, but the capital markets will make their judgment with real money.