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$BTC $ETH This surge might be a fake bull❗❗
On the macro side, rate hike expectations remain, and liquidity is fundamentally not loose, so this environment is inherently difficult to support a sustained major bull market.
Looking at the market, big whales have been using the rally to clear their positions.
Of course, it’s not a definite dead end; the market is dynamic. We’ll verify as we go. Xi Jie thinks that if the big holders finish unloading and funds withdraw again, the crypto space will face a deep correction (where it was pumped up, it will be dumped down).
#非农在即，就业数据能否强化12月加息预期？ $BTC current price 79594.9, 24H increase 1.54%, 24H range 78179.6‑81188.0.
Overall long-short ratio 0.9569, long positions 48.90%, short positions 51.10%, retail shorts slightly dominant.
BIN account long-short ratio 1.4125, BIN large account number long-short ratio 1.582, BIN large holder position long-short ratio 1.9522, OKX account long-short ratio 1.57, large holders clearly hold more long positions, creating a long-short divergence with retail traders.
Funding rate currently 0.01%, maintaining a slight positive.
15-minute candlestick shows a rapid dip, lowest at 79485.20, short-term decline with increased volume, slight rebound after selling pressure release, market shows short-term weak oscillation.
#CircleQ3营收超预期，USDC链上交易量增长49% Before the non-farm payrolls, the market's biggest fear is neither strength nor weakness
ADP shows that the US private sector added 86,000 jobs in October; BLS reported only 29,000 new non-farm jobs in September. The two data sets have different scopes and cannot be directly equated, but there are signs of employment recovery. The ISM Services PMI fell from 54.9 to 54.5, still above 50 indicating expansion.
The real dilemma is: if employment is too strong, the market worries that interest rates will remain high; if employment is too weak, recession concerns will be amplified. The US October non-farm payrolls will be released on November 6. $BTC and ETH may initially trade based on interest rate expectations rather than just employment figures.
I will focus on whether new jobs, unemployment rate, and wages move in the same direction. Before the data is released, it’s better to control position size than to try to predict direction.
#非农在即，就业数据能否强化12月加息预期？ $BNB A US-listed company directly spent 500 million USD to buy up all the BNB spot, moving it entirely into their US stock account and locking it down.
This operation is equivalent to swallowing the circulating supply face-to-face.
On the market, the shorts are still stubbornly holding on, paying high interest daily to sustain their position.
The spot outside the market has been completely bought out; at this point, the shorts are simply handing over their heads to the bulls.
#BNB
$BNB
👇#BTC enters JPMorgan's long-term forecast, institutional allocation remains cautious
Institutions have included Bitcoin in their long-term forecasts, but that doesn't mean it has been included in the core allocation.
At first, I was also swayed by the headline. Translating The Block's quote from JPMorgan Asset Management's 31st LTCMA, they gave about a 10% assumed 10-year compound return with roughly 55% volatility. The same section clearly states: BTC has not yet been included in their main covariance matrix used to measure asset co-movements, but instead, a smaller matrix was created comparing it to a subset of assets.
The headline says it’s in the long-term forecast and institutions are allocating, but first check if it’s in the main covariance matrix. Having forecast numbers is not the same as being included in the core model.
If next time LTCMA includes BTC in the main covariance matrix, I’ll come back and admit I underestimated this post.$ZEC | SHORT SETUP
ZEC is trading at 1,293.20, showing slight weakness. Sellers need to confirm control through a lower high and bearish structure shift.
Entry: 1,295–1,305
TP1: 1,280
TP2: 1,265
SL: 1,315
Market Insight: Look for a 1H bearish BOS with 4H trend confirmation.#AAOIQ3800GOutlook $ETH is also consolidating within a range, between 2448 and 2403. Look at the yellow segment indicated by the red arrow below; the second coin is expected to follow the 1:1 upward move pointed to by the red arrow, and this 1:1 upward target has already been achieved. Next, it depends on whether the second coin's pullback will break the 2403 support. As long as the pullback does not break the 2403 support, the second coin will follow the 1:1 upward move along the yellow segment indicated by the white arrow, with an upward target near 2520. This is the expected movement if the 2403 support holds; if it breaks 2403, it will retest 2360, and the 1:1 upward move along the yellow segment indicated by the white arrow will be invalidated. Many traders want to short now! I advise against trying to catch the top; if you want to short, try to do it on the right side. Catching the top on the left side is risky and you might get hit. The more people short, the harder it is for the price to fall, and the market has momentum—it’s unlikely to start rising yesterday and then suddenly drop today unless there is negative news. The market won’t fall unless the bears are driven to despair. The current sideways movement is just accumulating shorts, and once enough shorts accumulate, it will be taken out in one move. The second coin breaking 2436 with volume is a signal for right-side long entries; breaking 2403 with volume is a signal for right-side short entries. Watch volume changes carefully and set stop losses properly. On the hourly chart, the second coin holding above 2436 points to a target range of 2479-2523. On the 4-hour chart, breaking 2403 points to a downside target of 2358-2313. The 4-hour 1:1 upward target at 2369 has already been reached, as well as the 1.618 extension, so it’s normal for the second coin to experience stagnation around 2456.I almost automatically translated “big holder recognizing loss” as “direction changed” again. After self-learning quantitative trading, the thing I most want to change is that when I see an action, my brain immediately fills in a complete set of trading logic 🤖
According to Onchain Lens monitoring, a certain address lost $5.82 million, closed a CL long position worth $56.6 million, but still holds a leveraged Brent crude oil long position worth $95.7 million, with an unrealized loss of $7.06 million. My judgment is: this is more suitable as a risk management sample and should not be directly taken as a bearish signal for crude oil.
If I were to write this as a strategy, I would set a rule: if an address closes a long position but still holds another leveraged crude oil long position, mark it as “partial exit, direction to be confirmed.” The advantage is to avoid mistaking realized losses as directional judgments; moreover, the remaining long exposure is not small, so focusing only on the closing headline would miss the risks still being borne.
The flaw is obvious: CL and Brent are not the same underlying asset, so looking only at these two positions cannot reconstruct the complete strategy. My guess is that if there are other hedges, this label might also be distorted. Therefore, I’d rather have the condition output “insufficient information” than forcibly output a bullish or bearish conclusion. If you were to write this condition yourself, would you require the appearance of a reverse position to confirm a bearish turn, or also set a threshold for how long the reverse position persists?$APP
328.94. This is even higher than the pre-market US stock price of 314, up 31.8% in 24 hours.
The earnings report was released at midnight, Q3 EPS was 4.30, expected 4.01, revenue 2.18 billion USD. At 05:00 on the 1-hour chart, it jumped directly from 271.83 to 343.77, with a volume of 12,200 contracts, usually only a few hundred.
Then it didn’t touch 343.77 for 15 hours. At 8:00, 5,013 contracts were sold, at 9:00, 4,671 contracts, closing at 330 and 324, unable to break through. Afterwards, it oscillated between 314 and 333, with volume dropping to 800-900 contracts.
The fee rate is negative 0.1257%, it was only negative 0.1047% around midnight, becoming more negative as it rose. Open interest is 4,176 contracts, worth 1.37 million USD. 24-hour volume is 20 million, meaning it changed hands 14 times. The pool is this small, a few big players can push it around.
The token has already priced in the good news, the underlying stock hasn’t opened yet. The half hour after the 22:30 open is the only time today I’m still willing to watch this segment of the movement.
#非农在即，就业数据能否强化12月加息预期？ $ETH
2400 broke, but the perpetual positions haven't decreased at all, what kind of selling is this?
At 20:00, that 1-hour candle opened at 2420.59, dropped to 2386.11, closed at 2393.16, with 2.78 million contracts traded. The previous candle only had 350,000 contracts, eight times the volume.
In the afternoon, I kept saying to wait until the volume returned above 800,000 contracts before taking action. The volume did come back, but unfortunately it came downwards.
The fee rate is 0.01%, exactly on the benchmark, with no premium at all. Open interest is 644,800 contracts, equivalent to 1.54 billion USD, almost the same as at 19:00. In this one hour, the whole network liquidated 43 million USD, mainly long positions.
Stop-loss orders were triggered, not long positions retreating. If they really wanted to run, the fee rate would turn negative first, and open interest would drop, but neither has moved now.
My rule of "don't act until volume returns to 800,000 contracts" worked in the morning, but was pierced by a single K candle in the evening. Rules only make sense when the market cooperates.
#非农在即，就业数据能否强化12月加息预期？ Is the mid-term election rally just a "one-day wonder"? Don't be fooled by this bullish candle!
$BTC (79,701.5): The Democrats swept both chambers, eliminating political uncertainty. Bitcoin once surged above 80,000, but ETFs saw a net outflow of $1.04 billion over Friday and Monday. Miner Riot sold 79% of its holdings in Q3 to invest in AI. Although ETFs saw a small inflow of $74.6 million yesterday, it was just a drop in the bucket.
$ETH (2,395.14): The strongest rebound but the weakest foundation. The US spot ETF has not had a single day of net buying since September 29, and active addresses have dropped more than 25% from the spring peak. A large on-chain whale sold $6.36 million worth of ETH at an average price of $2,428 during the rebound.
$SOL (95.45): The on-chain lending protocol Loopscale has been under continuous attack over the past week, with the API receiving over 30,000 malicious requests daily. The protocol has suspended operations. Although the treasury has been replenished, the security incidents combined with high beta characteristics explain why SOL's rebound is the weakest.
Summary: The election result is an emotional recovery, not a capital reversal. Do you think this rebound can last until next week, or will it give back gains tomorrow? Show your judgment in the comments!
#BTC冲高回落，市场轮动开始了吗？ The "aftershocks" of Binance's 6.3 billion theft are still brewing. Once the 80,000 mark breaks, bulls directly become "fuel"?
The panic index rose from 34 to 50, seemingly indicating emotional recovery, but Wintermute's data is harsh: 85% of the $1.5 billion liquidations were long positions. Buying during the Asian session only to be crushed at the European open. ETFs are still seeing net outflows; this isn't a bull comeback, it's leveraged longs being repeatedly harvested.
$BTC 79,712 (-0.73%). The break below 80,000 was decisive, with resistance at 81,705 above and support at 76,315 below. All rebounds before the non-farm payrolls are Schrödinger's—chasing highs just feeds the shorts.
$ETH 2,395 (-1.27%). The 6% rebound looks strong, but ETFs haven't had a single day of net inflow since September 29, and active mainnet addresses are down 25-30% from the peak. The rebound propped up by short covering reveals its true nature once buying dissipates.
$OKB 110.04 (-0.46%). OKX took in a net inflow of 445 million, leading the market, yet OKB struggles even to rise. Daily trading volume has shrunk to a few million dollars; X Layer's gas fees don't flow back to OKB. No matter how good the story sounds, the market doesn't agree.
Summary: The thunder from the Binance incident hasn't cleared yet, and the non-farm payrolls loom overhead. Do you dare chase this ETH rebound? Can 110 hold for OKB? Show your judgment in the comments!
#ETF仍在流入，BTC为何下跌？ #Anthropic潜在IPO投资者建议估值降至1.5万亿美元 HYPE short sellers under pressure, 109.53 becomes the critical liquidation line for this hedge
Within the same set of hedge positions, the pressure borne by each target is completely different.
Short positions have the heaviest unrealized losses; once 109.53 is reached, liquidation will be triggered, and the 1,215,200 funding fee income can only slightly offset the book losses.
Short positions have slight unrealized losses, supported by 173,900 funding fees, with a comfortable margin before the 109,885.06 liquidation price.
Long positions have the lightest losses, only 23,400; holding 1645.78 means this side of the position will not be forcibly liquidated.
Compare the leverage tier in your contract to calculate your margin balance under the same unrealized loss.
$BTC $ETH $SOL Haha, Brother 800 aspires to become the strictest father in the Air Force! Why did the US stock market rise quite well yesterday, but semiconductors actually fell?
The specific reason is still very much related to yesterday's midterm elections, because as mentioned before, the policies of the two parties are different. With the Democrats in power, their attitude towards AI data centers is conservative. The Democratic political stance emphasizes energy consumption, environmental protection, and infrastructure regulation.
However, AI data centers are quite the opposite; they consume a large amount of electricity and supporting equipment, and many local communities have even expressed opposition. So the market worries that the Democrats coming to power might cool down the data center boom. Another important reason is that this wave has risen too much, by dozens of times, and now there are too many people bottom-fishing. So the more they buy, the lower it goes Trump's media-associated wallet suddenly transferred about $344 million in $BTC, which is an uncomfortable timing. Could this accelerate the bear market process?
According to on-chain data, Trump's media-associated wallet moved about 4,259 BTC to Crypto, valued at approximately $344 million. Although transferring to exchanges does not mean it has been sold, combined with the company's previously disclosed debt repayment arrangements, whether BTC will need to be sold for cash in the future is worth continuous attention.
Recently, there have been large outflows in $BTC spot ETFs, institutional buying has weakened, and market leverage liquidations are increasing. Meanwhile, U.S. tech stocks are under renewed pressure, with valuation and capital return issues in the AI sector once again becoming market focal points.
What I am more worried about is the possible chain reaction that may form next: a decline in U.S. stocks leading to reduced risk appetite, institutions decreasing BTC exposure, BTC breaking key support levels triggering more leverage liquidations, further amplifying market selling pressure.
Of course, this single transfer from Trump's media wallet alone cannot confirm an accelerated bear market, but multiple signals of weakening capital flows simultaneously are indeed not a good sign.
If large publicly listed companies also start selling BTC due to liquidity pressures, then this adjustment might be more than just a normal correction.
What do you think? Is this a normal portfolio adjustment or a precursor to an institutional sell-off wave?
#BTC进入摩根大通长期预测，机构配置仍谨慎 Is the mainstream bullish or bearish?
Guys, there have been frequent on-chain fluctuations these past two days, with extremely intense long-short battles. $ETH surged to 2449 last night, and $BTC surged to 81188 before oscillating sideways at a high level. But from the daily chart perspective, it is still a downtrend. Currently, the main focus is on the key levels of BTC at 80000-79000 and ETH at 2400-2380. If these levels fail to hold, the downtrend will continue, and the recent top will be the previous high.
The US stock market is very likely to test the highs again at the open tonight, but there will still be a pullback during the night, so you can catch a short-term dip to go long.
Buy BTC on a pullback near 79000-79500, target around 81500.
Buy ETH on a pullback near 2370-2390, target around 2450-2470.
Be sure to focus on short-term trades, do not hold long!Why did $ETH rally against the trend yesterday?
Everyone was initially focused on: Democrats taking Congress, Trump's crypto bill being dead on arrival, so a direct sell-off. But they missed the most critical point: Congress is stuck on the budget, so he can't get funding to continue fighting, which directly lowers the probability of a Middle East conflict escalation black swan!
With the war premium withdrawn, oil price inflation expectations fall, and US Treasury yields retreat. ETH benefits from rate elasticity and takes off.
It's not an immediate ceasefire, but large-scale escalation is no longer possible. This is a risk-clearing rebound, not the start of a bull market. There's still the Friday nonfarm payrolls ahead, so don't chase it!
#非农在即，就业数据能否强化12月加息预期？ 🌙 Uncle's Night Talk｜11.05 (Thursday) 🪙 Crypto｜BTC surged to 80,000 then pulled back: Shorts squeezed, spot hasn't taken over yet BTC surged to $81,196 in the morning, then retreated to around $80,000. About $960 million liquidated in 24 hours, with shorts accounting for about $560 million. This rally was clearly driven by short covering, but liquidation data alone can't confirm insufficient spot buying. What really matters is whether the $80,000 level can hold steadily and if subsequent volume can keep up. Uncle's judgment: 80,000 is temporarily a tug-of-war line between bulls and bears, not confirmation of a new rally. Short term, watch if volume can increase and hold above this level. 🇨🇳 A-share market review｜Indices closed higher, photovoltaics strong, solar modules weak: internal tech divergence continues Shanghai Composite +0.10% at 3689.91, Shenzhen Component +1.19%, ChiNext +0.87%, STAR 50 +1.68% at 1286.68. Total turnover about 2.12 trillion yuan, above 2 trillion for two consecutive days, about 4,868 stocks rose. The most obvious market change: many photovoltaic stocks hit daily limits, computing power leasing active; on the other hand, solar module heavyweights like Zhongji Xuchuang weakened, semiconductor and AI hardware under pressure. Capital logic: The market is not simply abandoning tech but reassessing policy sensitivity and investment returns across different sectors. Photovoltaics trade on green energy support expectations, AI hardware trades on risks that data center expansion may face more scrutiny. But note: US policies are not yet implemented, expectations should not be treated as already realized subsidies To be honest, the difficulty of speculating on altcoins now is more than ten times what it used to be, and it will only get more intense.
Since Trump came into office, continuous liquidity extraction has been happening. After the liquidation on October 11th wiped out the market makers, the on-exchange funds visibly shrank, and combined with the hole left by this round of theft incidents, in the end, all the retail investors are footing the bill.
Trying to bet on trend initiation with high leverage now has a success rate so low it can be ignored. Previously, when the pools were deep, everyone could get a share, but now the focus is on cutting positions with high leverage.
The market has changed; if there's meat, eat the meat; if not, drinking the broth is fine too. $BTC $ETH $SNDK #非农在即，就业数据能否强化12月加息预期？ Ukraine's crypto bill is stuck at the central bank stage. Bill No. 10225-d originally aimed to do two things: legalize crypto trading platforms and regulate existing crypto assets with a 5% transitional tax rate until the end of 2028. Now, the National Bank of Ukraine has explicitly refused to support it, citing a lack of regulatory safeguards and threats to monetary sovereignty and financial stability.
Notably, their opposition is based on specific points, not the usual "crypto is risky" rhetoric: foreign tokens entering the Ukrainian market might bypass local e-money regulatory requirements; the bill leaves the number of crypto platforms over five years to be determined by the securities regulator, which the central bank believes could lead to market concentration and corruption.
Underlying this is an old issue: who issues the money. The use of stablecoins in warzone economies has outpaced regulation, and once dollar tokens like $USDT become everyday payment tools, the central bank's control over money supply and capital flows is weakened. This opposition essentially aims to protect the e-money gateway.
The bill designates the Securities and Stock Market Commission as the main regulator, but the central bank also objects to the market access mechanism. With these two agencies vying for power, plus wartime economic sensitivity to capital flight, restarting the process in the short term is quite difficult.
The impact on price transmission is limited; $BTC and $ETH won't change their trends due to licensing issues in one country. The key observation is that with this "5% transitional tax + quantity approval" rejected, the legal path for crypto in wartime economies may only remain a stricter, more limited licensing route. Filecoin fell below $0.87, with the "big player" in the storage sector becoming a liquidity black hole. FIL is currently priced at $0.8665, with a market cap of 730 million. Although the 24-hour decline is only 0.3%, the volatility exceeds 9%, and the trading volume is just 11.41 million — this is a typical scenario of no buyers stepping in and passive downward pressure.
The social side has gone completely silent, sentiment indicators are all zero, and there isn't even any short-selling discussion. Smart money is also absent, with net short positions at zero and the long-short ratio incalculable. This indicates that institutions have long withdrawn, retail investors are too lazy to engage, leaving only mechanical pressure from unlocking sell-offs and mining sell-offs.
Fundamentally, storage demand growth is weak, the FVM ecosystem has yet to produce killer applications, and the token model still relies on inflation subsidies. Without narrative reconstruction or large-scale burn mechanisms, FIL is highly likely to become a cyclical rebound trading target rather than a long-term holding asset.
Core judgment: Both fundamentals and capital are bleeding in both directions; reduce positions on rebounds, as the bottom is still moving downward.Large amounts of $XRP withdrawn from Binance
- 226 million XRP: Net whale inflow on October 29, 2.72 times the 2022 level.
- 283 million XRP: Total amount transferred out via large transactions.
- 233.46 million XRP: Tracked from 5 Binance wallets to hacker addresses.
- 80 million XRP: After Binance resumed withdrawals on November 1, a large amount of XRP was transferred out through trades.
Tokens moving out of exchanges do not necessarily lead to price increases, but this reflects that someone is accumulating these tokens.
$XRP currently does not face significant short-term selling pressure at least!Trump's media company just transferred 4,259 $BTC, worth approximately $343 million. This move is enough to attract attention in the cryptocurrency market.
According to data from $ARKM, these bitcoins come from wallets related to the 2028 convertible bond issuance.
There are currently no signs of a sale, but considering the sensitive market conditions, is this merely a transfer of ownership or preparation for a sale?The $1 billion buyback authorization, in my view, is about shareholder returns, not crypto market sentiment. Hut 8 sells coins to buy back and cancel shares; the capital flow goes to the equity side, providing limited support to crypto market sentiment.
I follow three rules for trends: watch the capital—selling coins is not a signal to increase holdings; watch realization—authorization does not equal execution; watch the price action—buyback news cannot replace price confirmation.
The trend is the best friend; I don't guess the bottom based on this news. When you judge the trend after such news, do you look at volume and price or capital flow?My Bitcoin trading strategy for November 5th. $BTC
Yesterday, influenced by several market news events, Bitcoin's price surged sharply from around 76k to 81k, and the price is now starting to pull back to around 80k.
On the H1 timeframe, the price remains above the support zone of 79,700 to 79,900. This is also a potential liquidity area where I expected the price to first break through this zone and then rebound to the 82,000 area.
My trading strategy
I tend to wait for Bitcoin to pull back to the 79.7k-79.9k range. If this support zone holds and a buying pressure confirmation signal appears on the H1 chart, I expect Bitcoin to continue rising to test the 81.7k-82k area.
Conversely, if the price does not pull back but instead rises directly to the 82k area, I will observe the price reaction in that area and look for shorting opportunities.
This is just my personal opinion and not investment advice.
Do you think Bitcoin will pull back to the 79.7k to 79.9k range today? Please share your thoughts!The Board of Directors of $NEAR Protocol has approved a proposal to reduce the maximum annual token issuance rate from 2.5% to 1.6% over 24 months.That feeling last night while watching the market, the "huh, why are they moving together" sensation, was more awakening than any news alert ✨ When BTC and ETH both lift their heads simultaneously, is your first reaction to chase, or to first see who's buying? What I see is this: after the US midterm election results landed, with the Democrats taking control of both houses of Congress, the market first traded on "political noise clearing" rather than the independent narrative of any single coin. $BTC and $ETH strengthening in sync indicates a marginal warming of risk appetite, with capital preference shifting slightly from pure defense toward "mainstream assets with consensus," but it's not yet a full-on offensive. Here's a detail that's easy to overlook: the election result itself isn't crypto-positive; what's truly priced in is the "reduction of uncertainty." When bad news no longer drives new lows, selling pressure thins, and prices become more sensitive to marginal buying. Legacy privacy coins like $ZEC moving along are more like high beta sentiment spillover rather than fundamental revaluation—they have high elasticity, but sustainability depends on whether the mainstream coins can maintain their pace. On the bullish path: if BTC can hold the range after this rise, ETH follows without divergence, and altcoins' catch-up will shift from "individual pulses" to "rotational probing," capital preference will gradually move from defensive allocation to willingness to bear some volatility. Potential risks: the midterm election is only a short-term catalyst; there will be secondary pricing from policy implementation and macro data later; if BTC's volume can't keep up after the surge and ETH leads the fall back, this synchronous rise will easily be read as "sentiment repair" rather than "trend reversal," making chasing the highs risky Solana (SOL) Short Prediction
* Current Price: ~$SOL 95.29
* Trend: Bearish / Downward
* Support Level: $SOL 90.00
* Resistance Level: $96.00 – $98.00
Outlook:
Solana (SOL) is testing key support near $90–$95. If support holds, expect a short-term bounce toward $96–$98. If it breaks below $90, further downside is likely. Direct attribution: The reason is the Bank of England's hawkish rate hike; there was no bad news from the crypto market itself. 1. Timeline (15-minute K-line precisely corresponding) 09:00–19:00 highs gradually decline 80,918→80,726→80,409 in a slow downtrend, this is the premise 20:00 Bank of England announces a 25bp rate hike to 4.00% (8–1 vote, Mann requested a 50bp hike) reaction was mild, dropping from 80,390 to 80,143 20:30 Bailey press conference + monetary policy report: inflation peak raised to 4.9% in 2027Q2; "Unless the Iran war is resolved, this is unlikely to be the last rate hike" volume suddenly surged to 358 BTC, 5 times the baseline, directly breaking below 79,638 20:45 lowest 79,520 current price 79,679 Note: The 20:00 decision itself was "as expected" and already priced in by the market, so the first wave only dropped $250. The real sell-off occurred at the 20:30 press conference—Bailey made it clear: this is the start of the rate hike cycle, not the end. 2. Transmission chain Bank of England's first rate hike since August 2023 + clear indication of more to come
↓
Oil price rebounds +1.7% (WTI from 86.65 back to 89.59, Iran war unresolved)
↓
Inflation expectations rise → US Dollar Index rebounds 101.24 → 101Binance hackers continue to transfer tens of millions of dollars across multiple blockchains. This time, USDC was moved from $SOL to Ethereum!
According to shared on-chain charts, about 38.76 million USDC was distributed to 168 Ethereum addresses through 443 CCTP transactions in less than 11 hours.
It is worth noting that USDC is burned on Solana and then re-minted on Ethereum, rather than disappearing. As this currency keeps fragmenting and moving across different networks, can it still be as easily tracked as it is now?The key to tomorrow's non-farm payrolls is not whether they are "good or bad," but whether they fall within a moderate range that makes the Federal Reserve "neither worried about a recession nor eager to raise rates." Leading indicators like ADP point to this possibility, but the huge divergence in institutional forecasts (50,000 to 100,000) means that whichever end the data falls on, it could trigger greater short-term volatility than usual. #非农在即，就业数据能否强化12月加息预期？ $BTC Nonfarm payrolls tomorrow night, let's do the math for 100x leverage.
In the nearly 13 releases, the average amplitude within 2 hours is 1.78%, which is 1.7 times that of the afternoon on the same day. With 100x leverage, a 1% swing causes liquidation—out of these 13 times, 10 had amplitude ≥1%. Is the direction right? 7 up, 6 down, half the time guessed correctly.
Guessing the direction correctly is useless; guessing the wrong leverage is deadly.
Not investment advice | Data: OKX 1H, first Friday approximate
#非农在即，就业数据能否强化12月加息预期？ Celo ($CELO)
📲 Mobile-first financial tools could help more people access digital payments. Celo has focused on making blockchain services accessible through mobile devices and real-world payment use cases. Adoption depends on simple products and dependable infrastructure. Could mobile-friendly crypto services make digital finance more accessible worldwide?Whenever I see "verifiable," I want to add a column to my observation table, but after studying quantitative methods, I always ask one more question: How much does the verification itself cost? If I were to write it as a strategy, I would set it as: if the verification computation is feasible and the additional cost is acceptable, then increase the trustworthiness score, rather than directly adding points.🤖
Anthropic's new AI verification tool FlashProve can help verify model computations, but the GPU computation workload required for benchmarking is about 70 to 95 times that of ordinary inference. My judgment is: verification capability is meaningful, but cost is a hard barrier to implementation and cannot be directly regarded as a universal benefit for the AI sector.
The advantage of this rule is that it turns "trustworthy" into a verifiable condition, but the loophole is that "acceptable" is hard to unify. If the cost of errors is high, I speculate users will be more willing to bear the verification cost; if it's just everyday Q&A, the extra computation may not be worthwhile. I will continue to observe whether verification overhead can be reduced and will not equate technical breakthroughs with large-scale adoption for now.Bitcoin briefly dipped below $80,000, and Ethereum retreated below $2,400. On the surface, this looks unsettling, but the drivers behind this decline are more about short-term sentiment and event shocks rather than a structural reversal.
The triggers are concentrated in three areas: geopolitical tensions in the Middle East sparked a sell-off in risk assets, pushing $BTC down to $79,146 at one point; expectations rose that the Democratic Party would control both houses after the U.S. midterm elections, raising market concerns about stricter crypto regulations; although the Federal Reserve did not raise interest rates, two voting members advocated for hikes, and rising long-term U.S. Treasury yields pressured valuations of non-yielding assets. The combination of these three factors caused a cascade of leveraged long liquidations, but these are all reversible short-term disturbances.
The conditions supporting an upward move have not disappeared. BlackRock controls 61% of the U.S. spot Bitcoin ETF assets, holding about 4% of the total Bitcoin supply, and its position changes are based on client allocation needs rather than partisan agendas. Over 181 publicly listed companies collectively hold about 1.314 million Bitcoins, and sovereign wealth funds are continuously building exposure. CoinShares' head of research clearly pointed out that the Democratic victory factor is largely priced in, and with uncertainty reduced, there is room for a rebound. Regarding $ETH, the $2,100–$2,400 range is a repeatedly tested demand zone, and whale long positions have increased by about 368% since August, with large funds taking advantage of weakness to increase exposure.
Short-term volatility is noise; institutional structural buying is the real signal. Avoid shorting and panic; waiting for pricing correction after sentiment releases is the more rational choice. The Bank of England has raised interest rates for the first time in three years, officially ending the easing cycle.
For global markets, this is a clear signal of a monetary policy shift: the pound strengthens in the short term, but the room for imagination in dollar liquidity and risk appetite is compressed, with high-beta assets like crypto taking the brunt of the pressure. This is judged to be bearish for mainstream assets such as BTC and ETH, representing an indirect transmission at the macro level, not targeting any single project.
In practice, before and after data releases, BTC and ETH often follow the fluctuations of US stocks and the pound, with funds preferring to stay in stablecoins or wait for a pullback to buy in. Do not mistake the sharp drops and rebounds in the news for a trend reversal. Going forward, focus on two key points: whether UK inflation remains sticky, and whether the central bank’s statements can provide a clear path for further rate hikes.
Source: BlockBeats
Are you more concerned about the stickiness of UK inflation or the central bank’s subsequent statements on the rate hike path? $AKE is facing 77% of tokens pending unlock, while $HYPE has received an olive branch from the parent company of the NYSE. This market action is downright schizophrenic!
The top 100 addresses of $AKE hold 99% of the tokens, and whales are still transferring coins to exchanges in bulk. The price keeps sliding down, with buy orders as thin as a sheet of paper. With a looming unlock over their heads, whoever takes the tokens feels uneasy.
Meanwhile, $HYPE and ICE plan to jointly launch a compliant perpetual product. There’s still $3.46 million in short floating losses on the market, and a long-short showdown could break out at any time. Traditional finance is knocking on the door, but shorts are stuck waiting outside.
One is busy looking for someone to take the tokens, the other has a chance to catch traditional funds. Retail investors are still debating who will rally first? The market has already made its preference clear.
#AKE
$AKE
👇Clearly emphasized this morning that it's not a bull rebound, and yet it dropped below 80,000 again?
BTC gave a short position around 81,000-81,500, the market fell from 80,800 down to around 79,600, a 1,200 point drop. ETH simultaneously dropped 50 points.
If it can't hold above 80,000, what bull market are we even talking about? BTC continues to look down towards 78,000.
$BTC $ETH $SNDK $MU
Retail investors really buy more as prices fall
I'm increasingly understanding why most people lose money
The more it falls, the more they bottom-fish; the more it falls, the more they hold their positions. In a one-sided downtrend, those going long outnumber shorts by several times. If the market doesn't harvest you, who else will it harvest? Seize less? Cutting in half and only topping up this little?
Intel CEO Chen Liwu personally spent $9.71 million through a family trust on November 2, buying 150,000 shares of $INTC at an average price of $64.73. This is the second time this year he has spent his own money to buy.
The August purchase was even worse, buying over 100,000 shares at $95, spending about $10 million. Now at just over $58, it's a nearly 40% unrealized loss. "Making Money Standing on the Foundation of AI"
Recently, something quite popular on Twitter is using Codex combined with CAD to take orders for design work, earning two to three hundred a day, or even more. I haven't paid much attention.
Many people see this and think, "Then I'll also start using Codex to take orders." I think that's not wrong; if you want to make some small money, you can definitely do it this way.
But at the same time, I want to say a bit more:
Have you noticed that the large models now are precisely replacing various low-end AI applications? Drawing, making posters—these demands can now be generated with one click.
The recently popular Lobster bot, at that time, didn't quite understand what people were saying; it just knew it could help people work. Back then, the output was clumsy, deleting things it shouldn't have, and often crashing, basically playing itself to death.
Later, with upgrades to Grok bot, Codex, and Claude, you rarely see anyone using Lobster anymore. Things that were impossible a few months ago can now be done.
So, simply making AI applications, personally, I don't think it's particularly worthwhile.
Because with the next model upgrade, you might be out of the picture.
So what is worth doing?
Think carefully: all the one-click generated stuff is consuming tokens behind the scenes, using tokens to replace human brain work, and then turning that into money DOGE old address revival, is it really a top bell?
I see the saying "dormant address revival is a DOGE top signal"—the story is smooth, but the evidence is short. The years 2017, 2021, and 2025 are tied into one script, but the data supporting the same caliber mainly only applies to 2021. Using a few large transfers to make a cycle trailer, I don't buy it.
The number of addresses not transferred for over three years does not equal the amount of unmoved coins, nor does it equal old players. Exchange aggregation, wallet key changes, and change outputs can all "wake up" old coins; lost and burned coins are also pretending to sleep, so it doesn't mean unlocking or exiting positions.
Currently, there is no publicly unified standard giving the "proportion of dormant addresses over three years." What can be verified is that as of the end of September 2026, addresses not transferred for over ten years hold about 8.6% of DOGE; in 2013–2014, $DOGE moved about 140 million coins this year, about 181 million coins in the same period in 2025, and about 4.4 billion coins in 2021. There are sporadic revivals, but no revival wave yet.
I treat it as a doorbell, not a top alarm. $DOGE continuous movement, rising proportion of young coins, and increased inflow to trading venues—only when these three things come together is it worth being cautious. A single anomaly might just be the dog turning over, not the cycle knocking.$PEPE is consolidating around $0.000005. On the surface, it looks like a "cooling down," but in reality, it exposes a more concerning structural issue: a single whale purchase of 4.508 billion tokens (about $2.25 million) did briefly push the price up, but once that buying pressure stopped, follow-up buying immediately dried up, and the price retraced back. This is not an isolated case but a market pattern that is spreading. Zooming out, the same script is playing out repeatedly across multiple tokens. $TRUMP hovers around $1.58, with no new funds entering on election day; $UNI has been stuck near $7 for too long, and although the protocol itself is profitable, buying demand never keeps up. Three things point to the same conclusion: prices spike when events happen, but no one steps in to support the price once the event passes. 🔥 The key signal here is not the price itself but the lack of "absorptive power." The $2.25 million buy order failed to ignite a rally precisely because the market lacks incremental funds willing to add positions after the story. The sell-off triggered by the previous hack has just passed, and bottom-fishing funds chose to enter all at once rather than in batches, which was itself a probing move—pushing to see if anyone would follow. The result was no. This also explains why "cooling down" is more intriguing than "declining." A decline at least means some turnover, but failing to maintain temperature means the momentum driving the price up relies entirely on isolated buy orders; once that force withdraws, volume cannot sustain, and the price returns to the starting point. For $PEPE bulls to confirm a reversal, they needToday many people in the crypto circle are confused. Didn't they say the Republican Party lost both chambers? Why didn't the market fall but instead rose?
Actually, this surge is a short squeeze recovery, not new money entering the market. Across the entire network, $936 million worth of positions were liquidated in 24 hours, with shorts accounting for $530 million, and $BTC shorts alone at $370 million; open interest contracts actually fell by 4.36%. No real new buying power came in; prices were pushed up by stop-loss orders.
BTC returned to 81,000, up 3%; $ETH caught up with a 5.6% rise to 2,416, showing the greatest elasticity; $SOL only followed with 1.57% to 94.81, not even beating the market average.
This ranking itself is a signal: funds are only repairing positions with high certainty. ETH benefited from liquidity replenishment premium, while SOL didn't even get a sip.
Short-term trading ETH's elasticity is fine, but this is a defensive counterattack, not an all-out offensive. When the rebound hits resistance, reduce positions accordingly. Don't mistake short covering for a bull run to add leverage.81,608-79,900 is the short-term pivot, 79,000 is the pullback support, and 85,500 is the densest selling pressure zone above. ETF single-day 935 million, FBTC's solo hedging internal divergence indicates that the direction of the capital side has not truly reversed; 560 million reveals the "fuel" nature of this round of rally. Tonight's non-farm ** is the key catalyst to determine whether the rebound can upgrade from "passive adjustment" to "active repair." Before the data is released, respecting the resistance zone and waiting for confirmation is more prudent than chasing highs in the final stage of short covering. $BTC $ETH $ZEC #非农在即，就业数据能否强化12月加息预期？ $SOL whales have shown no mercy these past few days. Nearly 1.5 million tokens were dumped onto exchanges within ten days, worth almost 150 million. The spot ETF also recorded the largest weekly net outflow last week. The big players didn't even bother faking a breakout to lure buyers; they clearly treat exchanges as cash-out machines. The market rebound couldn't even reach 98 before falling back to 95, and the buying pressure simply can't absorb this intense, obvious selling pressure. The support at the bottom is shaky.
#SOL
$SOL
👇A quick news said ETH "fell below the $2400 mark," so I clicked in to check, and the drop was only 0.07%, with the current price at 2395.99.
Just 4 dollars short, just a tiny bit less, and the mark would be considered broken. What kind of "fall below" is this?
But the market really buys into this. Round numbers are everyone's default reference point; orders, stop losses, and alerts all cluster around 2400. Once the price dips in, a bunch of automatic actions trigger on their own.
So don't take this kind of break as a signal; it doesn't even count as a direction.It's really weak. $HYPE previously had a big positive when cooperating with the NYSE to introduce perpetual contracts in the US, but because of Binance's move, most people started selling to take profits and close positions. Additionally, tomorrow is the unlock day, with about 15 million U tokens unlocking. Overall, the technical aspect is quite weak even when the market is surging.Today's breaking news is easy to misread: ETH is currently at $2395.99, breaking below the 2400 whole number level. Seeing the phrase "breaking below the level," many people's first reaction is that the trend is weakening and they should sell.
But another number in the same news is — a 5-minute drop of 0.07%.
This magnitude doesn't even count as a normal turnover. A real break caused by selling pressure would show a long bearish candle in five minutes, doubled volume, and buy orders being eaten up, not the price inching down just slightly below the level. This kind of movement isn't being smashed down; it means no one is pushing it up.
So a more accurate judgment is: this time 2400 wasn't broken by the bears attacking, but because the bulls themselves stopped defending it. When a level is smashed down, the bulls are the injured party; when they let go on their own, the bulls just temporarily don't want to spend the cost to maintain it. The former requires caution for further decline, the latter just needs to wait and see if it wants to come back.
The reason whole number levels repeatedly make the news isn't because 2400 is magical, but because a large number of orders, stop losses, and conditional orders pile up near whole numbers. When the price steps in, preset actions automatically execute, making the "break" seem more significant than the actual volume. This is also why $ETH often grinds near levels for a long time, while the real direction has nothing to do with that one break.
What to watch next isn't whether it holds 2400, but whether there's volume when it pulls back to 2400: a low-volume climb back is just a test, and failing to hold on high volume is a direction change. Also keep an eye on $BTC; if the overall market doesn't give space, ETH can't create a trend on its own.BTC rebound realized, next key focus is $82,000!
The long positions previously set around 77,300 have successfully turned from floating losses to floating profits, and the second limit order at 76,188 has also been smoothly executed.
Looking back, the 76,188 order was indeed a bit risky. BTC dipped as low as around 75,690 at one point, and the market panic was obvious; no one could be sure if there was more room below. Fortunately, the positions were not heavily concentrated at once but were deployed in batches according to plan, which is why we now hold the initiative.
Currently, BTC has retaken 80,800, reaching a high of 81,199. The 1-hour Bollinger middle band is at 78,993, with the upper band near 81,420. The short-term trend has clearly strengthened, but resistance is approaching above.
Looking at macro news, the US midterm election results are in, with the Democrats taking both chambers. At the initial announcement, BTC briefly fell below 76,000, then staged a strong V-shaped reversal, breaking back above 81,000.
This indicates the market is trading not only on the election results but also on the uncertainty of subsequent crypto regulatory policies. Short-term risk appetite has somewhat recovered, but the impact of policy still needs to be monitored.
The first two long positions have already accumulated some profit; the focus now is not to blindly chase gains but to properly take profits and protect positions.
It should be emphasized that the buys from 77,300 to 76,188 were all pre-planned, staggered limit orders, not
#USJobsReportInFocus