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$BTC After the Democratic Party won control of Congress, $600 million in leveraged crypto positions were liquidated within 12 hours.
Since then:
Bitcoin has risen +$4,600.
Ethereum has risen +$210.
During the same period, the total crypto market cap increased by over $150 billion. $ZEC $ETH $UMC UMC: A Pillar of Mature Process Foundry
UMC (United Microelectronics Corporation), the world's second-largest pure-play foundry, does not pursue the most cutting-edge advanced processes but focuses on mature processes.
✅ Highlights
Mature processes are the main battleground for power management, driver, automotive chips, and various AI peripheral chips, with relatively solid demand; valuation is not exaggerated, offers stable dividends, and has good resilience during cyclical recoveries.
⚠️ What to watch out for
It is a typical semiconductor cyclical stock, with performance tied to wafer prices and capacity utilization, lacking the explosive growth seen in high-end GPU sectors.Observing the charts of $BTC and $ETH clearly shows the strength difference between the two largest cryptocurrencies in the market.
While Bitcoin has only dropped about $10,000, slightly over 10%, Ethereum's value has lost more than 20%.
The adjustment pace is the same, but the pressure levels are completely different.
This indicates that currently Ethereum (ETH) is significantly weaker in strength compared to Bitcoin (BTC).
The market remains unstable, so it is recommended to pay attention to Dom and the ETH/BTC trading pair to assess which assets are currently favored by capital flows.
Do you think Ethereum will quickly regain strength, or will Bitcoin continue to outperform the market? $ETH
This surge is not due to bulls entering, but shorts being forced out.
At 23:00 on the 1-hour candle, ETH was pushed from 2378 to 2451, closing at 2425.8, with a volume of 9.75 million contracts. The previous candle had only 690,000 contracts. The next two candles had 1.98 million and 560,000 respectively.
The price is now 2428, 22 points below that high, with volume dropping to 5.7% of that candle. One huge volume candle, then no follow-up.
Open interest explains more. At 22:00, OI increased 4% to 1.612 billion. The 23:00 candle with 9.75 million contracts only added 3.1 million OI, 0.19%. This is not new money building positions, but the same batch of positions rotating. At 01:00, OI decreased by 26.7 million, down to 1.596 billion.
The fee rate remains at the 0.01% baseline, perpetual at 2428.6 is 0.8 cheaper than spot.
I'm staying short and watching. For a new trend to start, there needs to be a volume spike to hold 2451. If it can't hold, that 22-point gap is tonight's ceiling.
#美国中期选举：民主党赢得国会两院控制权 Since President Trump lost the midterm elections, oil prices have plummeted by 8%, and Democratic leader Chuck Schumer has stated they will end the Iran war.
Oil has started a sustained plunge
Will funds flow into the Bitcoin market? #美国中期选举：民主党赢得国会两院控制权 $BTC $SOL The US midterm elections have concluded, and the crypto community has once again been harshly taught a lesson by politics and the market.
The results of the US midterm elections show the Democratic Party successfully took control of both chambers of Congress. This outcome undoubtedly adds obstacles to Trump's governance over the next two years and also brings new uncertainties to the cryptocurrency market. After all, Trump has consistently advocated for the development of the crypto industry, while with the Democrats controlling Congress, the advancement of future crypto regulatory bills may not be so smooth.
After the news was announced, Bitcoin first fell below $76,000, then rebounded, approaching $78,000 again. The market panicked first, then recovered, and altcoins followed with volatility.
Coupled with the Binance security incident, AI bubble concerns, and macroeconomic pressures, this market situation is truly baffling.
Honestly, I'm no longer worried about the money in my account; I'm worried about my health. Watching the market every day, it's either a crash or a surge, leaving me emotionally numb and without desire... Either staying up late or constantly smoking, hearing a price alert makes me jump out of bed immediately. Others trade crypto as a transaction; I feel like I'm using my body as a stress test. I haven't made much money yet, but my body can't take it anymore. Traders have differing views on the sustainability of the rebound. Liquid Capital founder Yi Lihua stated that BTC has broken through the 4-hour 20-day moving average, "The initial small target is to break through $80,000, and after successfully breaking $80,000, the strong resistance level at $82,600 will be watched," adding that this is the first time since the correction that a rebound is being considered. CryptoQuant analyst Darkfost pointed out that the "seller exhaustion" model has fallen back to the low levels seen during the bear market; historically, a decline in selling pressure has helped form a bottom, but market recovery still requires demand to drive it. Markus Thielen, head of 10x Research, believes Bitcoin is currently oversold and should rebound; he expects Bitcoin to reach $90,000 by the end of the year. On the macro level, the market is digesting expectations of a Democratic Party sweep in the US midterm elections. Thielen said that Trump has indicated he will respect the election results, and the market holds hope for restarting peace talks with Iran. CryptoQuant data shows that since 2010, the median average return of Bitcoin 12 months after midterm elections is 63%, but the agency also cautions that this pattern may reflect the halving cycle and that 2026 shows a different trend #交易之声：你的经验值得被听到 $BTC $XAU Gold experiences a rapid surge, is a confirmed bottom rebound?
International gold prices have recently seen a significant rally, quickly recovering from previous lows and climbing back above $4050/oz. Many investors are beginning to discuss whether gold has completed a bottom reversal.
The direct catalyst for this rebound is the resolution of uncertainty around the U.S. midterm elections. Market expectations that a divided Congress will constrain fiscal expansion have eased upward pressure on U.S. Treasury yields temporarily. Combined with short-covering after prior overselling, this has driven a rapid recovery in gold prices. In the medium to long term, continued gold purchases by global central banks provide additional support, underpinning gold prices.
However, this can only be defined as a phase rebound after overselling and does not yet confirm a trend bottom. The core suppressive factors have not completely disappeared: U.S. inflation remains sticky, and the Federal Reserve still retains the possibility of raising rates in December. As long as real U.S. Treasury yields rise again, gold prices are likely to come under pressure and fall back.
To confirm a bottom reversal, two signals are needed: sustained decline in U.S. Treasury yields and gold prices stabilizing above key resistance without making new lows on pullbacks. Currently, this is just a sentiment-driven recovery rally, and the rebound process will be highly volatile.$MURATA Murata Manufacturing: The Invisible Essential in Hardware
When mentioning AI, servers, and automotive electronics, many focus only on chips but tend to overlook passive components.
Murata, as the global leader in MLCC, is a fundamental component used in almost all types of electronic devices, representing a stable essential link in the industry chain.
✅ Logic
After past inventory cycles, the market is waiting for downstream server and automotive orders to pick up; as long as hardware demand recovers, it will benefit from incremental growth.
⚠️ Reminder
It is a cyclical supporting stock with limited explosive potential, and its market trend follows the rhythm of the entire industry chain. #索尼财报前瞻：游戏与音乐业务表现如何？ Contrarian market! Election results in, privacy coins and altcoins take off against the trend 🔥
Tonight's market is very interesting: Bitcoin hovers around 77000, altcoins collectively explode, ZEC, ENA, $NEAR surge. Normally, with Democrats controlling both chambers, regulatory expectations tighten and altcoins should be under pressure, but instead, a reverse trend emerges.
$ZEC｜1343, +12.34% 🥷
Privacy coins become the main theme. Historical patterns are clear: the stricter the regulatory expectations, the more favored the privacy narrative. Relying on zero-knowledge proofs, the current demand for asset security heats up, having broken through 1318, next target is 1400.
$ENA｜0.189, +11.17% 🌾
USDe relies on US Treasury yields, with returns tied to US dollar interest rates. The market prices in a longer duration of high rates under Democratic governance, increasing the appeal of yield-bearing stablecoins; election uncertainties resolved, funds flow back.
$NEAR｜4.242, +10.27% 🌱
The most unexpectedly strong performer this round, an independent rally not passively lifted by Bitcoin, BTC-denominated gains are even larger, funds divert from Bitcoin to altcoins, market risk appetite warms up.Bitcoin Is Testing the Trader Realized Price
“If BTC successfully holds around the Trader Realized Price and begins to move away from it again, it would suggest that the average cost basis of recent participants is still functioning as support.”$XRP is showing the kind of structural shift I've been waiting to see. After spending several sessions moving sideways near $1.25, buyers have finally pushed price above the consolidation range. But I'm more interested in what happens after this breakout than the green candles themselves. Looking at the Bybit 4H chart, XRP is trading at $1.3131, up 2.96%, with a 24-hour high of $1.3420 and a low of $1.2419. What caught my attention is the transition from prolonged consolidation to an aggressive Election results trigger turmoil! BTC holds support, mainstream coins show clear divergence⚡️
With the election results out, the Democrats took both chambers, causing the market to panic first and then recover.
$BTC briefly broke below 76000, with ETF outflows exceeding 1.06 billion, and total market liquidations of 1.3 billion. Subsequently, buying funds entered, pushing it back to 77600, confirming 76000 as a key defense level.
$ETH remains flat around 2260, with regulatory expectations clearly suppressing it. Although Gas fees have dropped to multi-year lows and Layer 2 usage costs have decreased, the coin price shows no reaction.
$SOL fell to 92, down nearly 9% over 7 days. It led the rally earlier but is now the hardest hit in the correction. On-chain data is warming up, yet the price continues to weaken, which is very frustrating.
Going forward, the focus is on tracking regulatory trends: stablecoin legislation and whether ETF expansion will face obstacles. As long as uncertainty remains, the market will likely continue to fluctuate within a range.#英特尔Q4指引不及预期，股价暴跌近30% 6$SNDK Can SanDisk Break Below the Triple-Digit Threshold?
SNDK has been continuously falling from its high, reaching a low of 1016.3, with the current price at 1045.2, very close to the triple-digit threshold of 1000. The market is sharply divided on whether it will break this level.
From the chart indicators, the lower Bollinger Band at 1024.2 forms the first short-term support, while 1000 is an important psychological level. A brief B point signal appeared on the 5-minute chart, triggering a slight rebound, but the overall trend remains weak. The resistance above is at 1083.3; only by holding above this level can the continuous selling pressure be alleviated.
On the fundamental side, the storage cycle and sector sentiment jointly determine the medium- to long-term trend. If the storage sector continues to weaken and funds keep fleeing, there is a strong chance of testing 1000; if the storage sector recovers and buyers step in to defend the current support, it is expected to consolidate and form a bottom above 1000.
Caution is needed as this coin is highly volatile. Once it effectively breaks below the psychological 1000 level, it may trigger a large number of stop-loss orders, accelerating further declines; conversely, if support holds, an oversold rebound rally could occur. Going forward, focus on the strength of support in the 1020–1000 range and the overall sentiment of storage-related assets in the sector.Wednesday Market Overview｜HYPE Gets CFTC Approval but Can't Rally, NEAR Shows Independent Strength📌
In the afternoon session, $HYPE received positive news: CFTC approved Hyperliquid perpetual contracts, officially opening the US market. However, the price is stuck around 78, showing weak rebound momentum. The previous drop from 93.5 to 80 was steep, and now there's a lack of capital to take over. Whether 78 can hold depends on when US funds enter.
$BICO remains in sideways consolidation, hovering around 0.015 with a bid-ask spread of 0.00002, liquidity is average. The sector focus is on account abstraction + cross-chain payments, the logic is sound, but no breakout applications have launched yet. It doesn't follow the market up and tends to fall first when the market drops. We can only wait for new catalysts.
$NEAR is relatively resilient✅, consolidating sideways around 4 dollars, and is up when priced in BTC, showing independent strength. After falling from 4.5, it stabilized near 4 and stopped declining. This type of asset is worth watching: it can withstand market downturns and is likely to rebound first when the market recovers. Breaking News: $101 million long position address turns profitable with an unrealized gain of $4.058 million
Odaily Planet Daily reports that according to on-chain analyst Ai Yi's monitoring, a previously near-liquidation address holding a high-leverage long position totaling $101 million in $BTC, $ETH, HYPE, and $ZEC has now turned profitable, with an unrealized gain of $4.058 million. Among these, BTC has an unrealized gain of $1.754 million, and ZEC has an unrealized gain of $1.245 million. On the same day, the address experienced profit and loss fluctuations exceeding $5.78 million.🚀 $MELI is showing strong bullish momentum on the 1H chart, with price trading around $1,761 after a sharp upward move.
Buyers are currently in control, but resistance near $1,790 could bring short-term volatility.
A breakout above this level may open the door for further upside, while a rejection could trigger a pullback toward $1,740–$1,720. Stay patient, watch price action, and manage risk carefully. 📈
#DailyOrbit @OKX 结构化产品导航站 ETH 25x leverage fierce battle, big brother Maji's long position liquidated, top short seller's unrealized profit exceeds ten million 🔥
Tonight the crypto market staged an extreme tug-of-war again:
Big brother Maji's long position buried
Added to 3,214 $ETH longs, worth about $7.47 million
25x full margin, cost $2,284, liquidation price $2,279
Result: The market showed no mercy, directly spiked and liquidated
However, the $CORE short position reversed and held steady, probably made a killing
Top short seller bet on the right direction
Largest position 6,068 $ETH shorts, worth about $13.76 million
25x leverage, average price $2,274, liquidation price $6,021
Currently this short position accounts for over 60% of his total unrealized profit, becoming the biggest profit source
Note: Maji's long position used full margin mode, risk maxed out
US stock flank: AMD exploded
#AMD latest earnings: data center revenue nearly doubled
Revenue and Q4 guidance both exceeded expectations, market sentiment soared
In summary:
ETH is in a 25x long-short showdown around 2280, longs got liquidated, shorts took off. On the macro side, AMD is sustaining with AI data center performance.
What do you think? Was this spike a shakeout or will it continue downward? 👀📊 BTC On-Chain Update
Bitcoin remains trapped below the cost-basis level of buyers from the past two years.
Coins purchased 6–12 months ago now have an average cost basis of around $86.7K, down from the $88K level reported last week.
This zone continues to act as a major resistance. BTC needs to reclaim it to improve the market outlook.#BTC/USDT ANALYSIS
Bitcoin is rebounding from the horizontal demand zone and the second bottom of the potential double bottom formation, while continuing to trade within the descending broadening wedge pattern.
The 21MA is acting as a key resistance barrier above the current price action. A solid breakout above the 21MA could strengthen bullish momentum and trigger further upside in the market.
Keep a close eye on upcoming price action for breakout confirmation.#NEAR/USDT ANALYSIS
NEAR is strongly rebounding from the support trendline of the falling wedge pattern, showing strength at this key level.
The Ichimoku cloud is acting as a major resistance barrier above the current price action.
A solid breakout above both the wedge resistance trendline and the Ichimoku cloud could provide strong bullish confirmation and trigger a significant upward rally.
Keep a close eye on upcoming price action for breakout confirmation.Early session bearish convergence: BTC breaks below 76000, both crypto and stocks fall
$BTC fell below 76000 in the early morning, hitting a low of 75885, with an intraday drop of over 2%; ETH is at 2232, SOL at 90.5. The crypto market and US stocks weakened simultaneously, driven by multiple overlapping pressures.
First, the platform theft incident involving 6.3 billion yuan is still unfolding, with net withdrawals of 4.7 billion yuan, making trust in custody difficult to restore in the short term. Second, spot ETFs continue to bleed, with about 1.3 billion yuan redeemed from BTC and ETH-related ETFs in the past two days, indicating institutional funds are withdrawing. Third, concerns over AI's costly investments with uncertain returns are rising; the Philadelphia Semiconductor Index fell 3.37% the previous day, chip stocks broadly declined, and the Nasdaq has dropped about 8% from its October peak, with risk sentiment spilling over into the crypto market. Fourth, with the midterm elections approaching, the probability of a rate hike in December remains capped at 75%, the CNN Fear & Greed Index slid to 19, entering extreme fear territory, and funds are favoring safe havens.
On the technical side, BTC has 42 million yuan worth of orders around 75695 below; if it breaks this, attention shifts to 72660; ETH's last line of defense is at 2215, with further support at 2154 and 2126; SOL is watched at 88.47 after breaking below 90.
During this phase of bearish convergence, it is not advisable to rush into bottom-fishing; wait for key data to be released.Gold demand drops by 1%, but demand value grows by 22%
The World Gold Council revealed that global gold demand in the third quarter was about 1,369 tons, down 1% year-on-year; however, the demand value reached approximately $188 billion, up 22% year-on-year.
This data indicates that rising gold prices change market purchasing behavior. Physical purchase volume may be suppressed by high prices, but due to the increase in unit price, the total amount still rises significantly.
The average gold price in the third quarter was about $4,262 per ounce, at a very high level. Central bank and ETF demand remain strong, but demand from bullion and coin investors fell 19% year-on-year, showing that different types of buyers have varying sensitivity to price.
I will observe $XAUT and $BTC as different risk assets. Gold has a stronger reserve attribute, while crypto assets are influenced jointly by technology, liquidity, and market sentiment.
#全球央行Q3购金321吨，金价为何持续承压？ #美国中期选举：民主党赢得国会两院控制权 #CircleQ3营收超预期，USDC链上交易量增长49% "Can USDC interest also be 'relocated'? HYPE is showing off a bit this time (๑•̀ㅂ•́)و✧
Circle earns interest by buying U.S. Treasury bonds with USDC reserves, which was originally a steady source of income. However, in August 2026, HYPE launched AQAv2 and changed the rules: want USDC to be the main margin and quoting asset on HYPE? You can, but about 90% of the interest generated by on-chain USDC must stay. Circle had to agree for the sake of tens of billions of dollars in volume; if not, USDC might be swapped for USDT (￣▽￣).
Thus, the second "protection fee" arrived: 15.92 million USDC, 9.2% more than the first phase's 14.58 million on October 3. At current prices, this amount can burn about 190,000 HYPE tokens. HYPE has also become the only major L1 directly profiting from USDC reserves, earning over $500,000 daily (・ω・)ノ.
What's more interesting is that all this money is used for buyback and burn: the larger the USDC supply → the more paid → the more HYPE burned. Using Circle's interest to fuel its own ecosystem, this flywheel is indeed something (๑•̀ㅂ•́)و✧.
$BTC $ETH $HYPE
#Circle财报在即，稳定币增长能否兑现收益？ " ZEC NU7 Upgrade Eve｜Is the Privacy Track About to Reach a Turning Point?✨
NU7 Major Update, Three Core Changes:
✅ Block time compressed from 75s to 25s, meeting commercial payment needs
✅ Orchard privacy transaction TPS increased from 2.9 to 6.6, supporting large funds
✅ ⚠️Important Risk: Old v4 transactions become invalid, Sprout pool assets not migrated will be permanently locked
Simultaneously launching NSM mechanism, reshaping the fee model:
40% of fees are immediately given to miners, 60% allocated to protocol reserves locked, gradually releasing subsidy computing power after 2031.
Currently, nearly 30% of ZEC supply is locked in privacy pools.
📊 Current price $1200, market cap about 1.35% of BTC
▪️700–900｜Share 0.8%-1%, value bottom
▪️900–1300｜Share 1%-1.5%, neutral oscillation zone
▪️1300–1800$｜Share 1.5%-2%, premium range
Based on historical peak of established mainstream coins (3% of BTC market cap), long-term target $2600+
$ZEC最近存储板块波动真的不小，SNDK也一样。跌多了，不代表一定见底；反弹了，也不代表风险已经过去。 我个人更关注两件事：AI存储需求能否持续，以及未来利润率能不能撑住现在的估值。 说实话，现在这个位置，我更愿意多看少动，不急着抄底。 你们觉得，存储板块这波调整，是机会，还是风险还没释放完？$BTC $ETH $ZEC #BTCInstitutionalDemand The market has bounced since this update, with BTC recovering towards $78.4K and ETH reclaiming the $2.3K area.
But the positioning still deserves attention
BTC's recovery looks relatively healthier, with spot demand supporting the move. ETH is also recovering, but open interest is up 3.5%, suggesting fresh leverage is entering
Both are moving higher, but the quality of that buying matters
I want to see ETH spot demand catch up before calling this a stronger recovery #DemocratsWinCongress 【Market Brief】ฅ^•ﻌ•^ฅ
$BTC first watch 76,000, this is the sentiment valve. Holding above means consolidation can continue; if broken, 73,000 comes into view, short-term holders may trigger stop-losses, and selling pressure will become more real. Funding rates have not turned negative yet, deleveraging feels like unwashed dishes (￣▽￣), avoid impulsive moves around the middle level. Short positions are for reference only: try around 76,100, target 71,485, don't treat this as gospel.
$ETH is squeezed between support at 2,170 and resistance at 2,390, current price 2,253, shorting is not cost-effective (｡•́︿•̀｡). Short reference near 2,150, stop-loss at 2,200, take profit at 2,015; for longs, first watch for volume-driven bounce at 2,200 and BTC holding 76K, otherwise keep waiting.
Macro this week has two key variables: midterm elections + Friday's nonfarm payrolls. JPMorgan baseline gives Democrats a 66% sweep chance, S&P reacts -0.25%~+0.5%, market has priced this in, don't bet on surprises; Fidelity expects 25bp hikes in December and March next year. The real pricing anchor is Friday's nonfarm payrolls.
In summary: elections are priced in, nonfarm payrolls are the real knife. Don't short unless 76K breaks, don't bottom-fish unless 2,200 holds, wait for data and signals (๑•̀ㅂ•́)و✧
#美国10月非农前瞻：就业增长或牵动12月加息预期 The BTC and ETH in my $BTC account, I haven't touched them at all. I don't plan to sell or add more; just leave them there.
Leaving them there itself is a cost. When the market rises, they don't participate; when it falls, it still hurts. Time passes day by day, but they haven't earned a penny.
So I put this portion into OKX Flash Earn's staking pool.
To get straight to the point, I went over the rules and they're simple: deposit coins, earn interest calculated hourly, redeem anytime, principal is guaranteed in coin value. This round's prize pool totals 1 million USDT, with 410,000 in the BTC pool and 590,000 in the ETH pool, starting November 3rd and ending on the 8th. Limits are 1 BTC and 100 ETH, with higher tiers for VIPs. You need a main account and must pass KYC first.
You might calculate the annualized yield: BTC at 3.24%, ETH at 9.52%. Spread over five days, it's really just a small amount; I'm not trying to hype it as some big opportunity. But if you already hold coins and don't plan to move them, this calculation is completely different—leaving them is zero, moving them earns extra yield, no need to predict market direction or watch the charts, the only cost is five days.
Interest is a minor matter; the real benefit is that it doesn't occupy your decision-making capacity.
A couple of honest points: the principal guarantee is coin-based, so if the coin price drops, you still get the same amount of coins back, but fewer dollars; the annualized rate will vary with the pool's funds, so don't treat it as a fixed promise. Also, don't use leveraged funds to play.
My own approach is just three steps: move the idle portion in, wait five days $UMC – 1H Signal
Entry: 16.30 – 16.40
Stop Loss: 16.55
TP1: 16.10
TP2: 15.90
TP3: 15.60
Analysis: Price is trading below EMA 5, 10 and 20, indicating short-term bearish pressure.
Confirmation: Wait for rejection near 16.30–16.40 or a confirmed breakdown below 16.15.
Risk: Avoid chasing the entry. Use proper stop loss and low leverage.
@OKX Orbit Daily $BTC Bitcoin returns to $80,000, is it a trend restart or a short-term short squeeze?
Bitcoin has once again surpassed the $80,000 mark, driving Ethereum and altcoins to collectively rebound, with the overall sentiment in the crypto market clearly warming up. The direct catalyst for this rally comes from the resolution of uncertainty around the US midterm elections, leading to concentrated short covering and hedge position liquidations, resulting in a short squeeze and a simultaneous rise in risk appetite.
The core logic supporting this rebound is twofold: first, the market's improved expectations for US fiscal and regulatory policies, prompting capital to reallocate into crypto assets; second, the continuous inflow of institutional funds into spot ETFs, providing a medium- to long-term buying foundation for the market. However, there is significant historical resistance above $85,000, with heavy selling pressure in that range, making sustained upward momentum challenging.
Risks to watch remain prominent: Bitcoin's current correlation with US stocks and Treasury yields continues to rise. If the Federal Reserve maintains high interest rates and Treasury yields climb again, Bitcoin, as a highly volatile risk asset, could experience rapid pullbacks. Additionally, the volatility caused by leveraged trading remains unchanged; once bullish momentum fades, a sharp correction is likely.
Whether the rally can continue depends on key factors such as sustained ETF fund inflows, the direction of Treasury yields, and the implementation of fiscal policies post-election. A rebound driven solely by short covering tends to lack sustainability; only with spot buying support can a new upward trend be confirmed. $ETH $ZEC SK 海力士还没拿到许可，没法往大连工厂运送先进制程设备，这件事藏着特别拧巴的产业矛盾。 它原本的算盘其实很好懂，先升级国内工厂，靠这边跑出来的产能和营收，托住 Solidigm 在美国那笔 450 亿美元的 NAND 建厂计划。本来是一条互相供血的路子，现在两头的政策目标撞在了一起。 这边希望把半导体产能往本土召回，另一边又不想让海外厂商在国内把先进产能铺开做大。许可没有直接驳回，谈判还在持续，美国这座新工厂也没有敲定最终方案，一切都悬在半空。 如果这条设备通道一直锁死，Solidigm 的扩产节奏一定会被拖慢，闪迪和美光这些玩家，会拿到完全不一样的供应剧本。不过咱们也别一下子脑补成供需立刻反转，真正撼动整个 NAND 的供给格局，还有很长的距离。 打开你的持仓列表，核对手里存储相关标的预设的止损位置，别单凭这一条产业消息直接押注行情转向。 $BTC $ETH $SOL $CORE Security Incident Impact to Note (Institutions will only build in places with security compliance)
Recently, a security incident occurred in the b14g protocol where about 97 million CORE tokens were transferred without authorization. Although the Core mainnet itself is operating normally, such security incidents involving third-party protocols may temporarily affect institutional investors' confidence in DeFi applications within the ecosystem. Institutional funds usually have very high security requirements, and before relevant contract audits and security systems are improved, large-scale institutional entry may remain cautious. #AMD数据中心收入近翻倍，营收及指引均超预期 $BTC has been shorting Bitcoin $BTC all week,
Today I finally got a big result!
I personally earned 700%,
Some brothers made thousands of dollars with me.
Why am I firmly shorting Bitcoin?
Now I'll explain my reasons.
Ethereum $ETH started at 1900 on 8.19, peaked at 2860, and recently dipped to 2170;
Bitcoin started at 64000, peaked at 88600, and is currently around 77000;
The lowest point of the last correction was 84800,
I believe this level will break!
It's that simple.
During the decline,
Because of the crypto community's faith in Bitcoin,
Many people are definitely bottom-fishing the spot market,
So Bitcoin usually doesn't fall very fast.
But now with the midterm elections,
The Democrats are very likely to control both chambers, which is almost certain.
This means the policies from the Trump era probably won't continue,
The panic sell-off in the US stock market creates a big downward environment,
The downtrend is the major trend.
Only when the results come out and stabilize completely,
Will there be room for further rise. #US midterm elections enter the vote counting phase, how will control of Congress change? $xTSLA/USDT Market Update
$xTSLA rebounded from an old low of $293.91 before rallying to a powerful peak of $414.37, and trades at $xTSLA 386.24 after a -2.59% daily change.
Short-Term: Watch support near the $360.00 area. Holding this level can spark a retest of $xTSLA 400.00 (resistance area).
All-Time Prediction: In a full bull run, $xTSLA could target $xTSLA 450.00+. If support fails, it may pull back to $330.00.
Will $xTSLA break its peak or drop? Comment below! 【Beginner's Diary | Funding Rate: So Going Long Also Means "Paying Rent"? 😂】
I only understood a term today after looking at CoinDesk data: Funding Rate.
Perpetual contracts have no expiration date. To keep the contract price close to the spot price, longs and shorts periodically pay each other👇
✅ Positive rate: Longs pay shorts (everyone wants to go long, causing a squeeze)
✅ Negative rate: Shorts pay longs
Currently, most coins have a "slightly positive" rate, meaning longs are paying rent to shorts 🏠; while $XMR and $BCH have negative rates, indicating more crowded shorts.
Beginner's insight: Holding leveraged long positions overnight means paying "rent" every few hours, and the landlord is the opposing shorts 🤡 The higher the rate, the more one-sided the market is, increasing the risk of a squeeze.
Do you check the funding rate before opening a contract? Or like me, did you not even know this payment existed before? 👀
Learning check-in, not investment advice
#FundingRate #ContractBeginnerSurged to 80,000, were the short positions brutally liquidated again?
$BTC: Surged to 80,000 then slipped back down
$80,675, 24h up 3.80%, long-short ratio 1.59 (4h ago 1.74), open interest $2.772 billion. In the past 4h, long liquidations of 1.606 million U and short liquidations of 43.782 million U. Started at $78,366 at 22:00, touched $81,200 at 23:00, returned to $80,675 at midnight, just reclaimed 80,000 but hasn't stabilized yet.
$ETH: The strongest gain, shorts hurt the most
$2,441, 24h up 6.26%, long-short ratio 1.35 (4h ago 1.59), open interest $1.626 billion. In the past 4h, long liquidations of 1.89 million U and short liquidations of 18.994 million U. Started at $2,319 at 22:00, surged to $2,451 at 23:00, held $2,440 at midnight, the top gainer among the three coins.
$SOL: Gains keep up, bulls the most crowded
$97.02, 24h up 3.74%, long-short ratio 2.93 (4h ago 3.15), open interest $347 million. In the past 4h, long liquidations of 293,000 U and short liquidations of 3.576 million U. Started at $92.95 at 22:00, touched $98.16 at 23:00, returned to $97 at midnight, briefly touched 98 then came back.
Summary: 70.141 million liquidated in the past 4 hours, shorts accounted for 66.352 million.
After the shorts get hurt, bulls shouldn't rush to count their money.
For market record only, not investment advice
$BTC $ETH $SOL
#美国中期选举：民主党赢得国会两院控制权 在交易市场里，有一个很隐蔽的思维陷阱，它不像重仓、扛单那样一眼就能识别，却持续不断吃掉账户利润：很多交易者看到一根阳线、一次放量、一个支撑反弹，就直接下判断——行情要涨了。 信号只是线索，不是答案。这是成熟交易者和普通玩家最核心的分水岭。 盘面给我们的所有东西，K线形态、成交量、筹码分布、关键位的刺破与收回、币种联动强弱，全部都只是信号。信号的含义是：市场在这里出现了一种倾向，一种可能性，仅此而已。它不保证后续一定走出你预想的方向。 举个很常见的场景。价格跌到前期低点，收出下影线，成交量萎缩，很多人看到这个信号立刻进场抄底，逻辑是支撑守住了，要反转。但这个信号其实只说明了一件事：在这个价位，空头短期不愿意继续砸盘，抛压暂时衰竭。它可以是反弹修复，也可以是下跌中继的短暂喘息。后面一根大阴线直接破位，之前的下影线，就变成诱多的诱饵。 同样一根K线，放在趋势的不同位置，含义天差地别。在一段持续上行的趋势里的回踩下影，是资金承接信号；在长期下跌、重心持续下移的行情里，同样形态的下影，往往只是空头休整。只看信号本身，忽略它所处的大环境，就是用局部线索去推导全局结论，犯错的概率会成倍上升。 人天生$BTC $ZEC $ETH Based on historical experience, why does it feel like BTC will still drop further? 🤔 Or is this time different, with a pump after the midterm elections? It has already rebounded to 80,000, will it continue to fall?
After three midterm elections, BTC basically dropped first then pumped:
2014: 230 (-36%), bottomed in 71 days, then bull market surged to 20,000+, a rebound of about 8600%.
2018: 3150 (-50%), bottomed in 39 days, 2019 rebound to 13,800, +338%.
2022: 15500 (-21%), bottomed in 13 days, 2024 broke previous high 73,750, +376%.
The pattern has three points: bottoming faster each time (71→39→13 days); the harder the drop, the stronger the rebound; within 12 months after the election, the price is basically higher than on election day.
Looking ahead to 2026, with ETF support and protection funds, a real dip might not fall deep and bottom quickly. If there is another drop after the election, it’s more like a positioning window, not a crash signal. History doesn’t repeat exactly, but the rhythm is indeed somewhat similar.#索尼财报前瞻：游戏与音乐业务表现如何？
G&NS gaming business, full-year revenue guidance is down while operating profit expectations are up. The core logic is shifting from selling hardware to earning from content and ecosystem. The PS5 user base is sufficient, with 125 million monthly active users as the foundation, and hardware losses continue to narrow; risks include new console R&D investment, Bungie integration, and the pace of new releases falling short of expectations.
The music business's streaming base is stable, with offline tours and artist merchandise becoming the second growth curve, but top artist contracts and copyright acquisition amortization increase expenses. Guidance shows slight revenue growth but year-on-year profit decline, a typical case of revenue growth without profit increase.
Both segments have a high proportion of overseas revenue, and the yen exchange rate will significantly impact the financial statements, making it a key variable to watch in the earnings report.Congress has changed.
Senate Democrats hold 52 seats, and US media also predict the House will flip blue.
Those promises Trump made before: strategic Bitcoin reserves, global crypto capital, the CLARITY Act—pushing any of these now requires passing Congress, and none of them can move forward.
All he has left is a veto, able to block others' actions but unable to advance his own.
I can't say how the market will move, but on the legislative front, don't expect anything in the next two years
#美国中期选举：民主党赢得国会两院控制权 Alert! The U.S. midterm elections have shifted, with the Democratic Party sweeping both chambers!!!
This time, the crypto community may need to recalculate after the U.S. midterms.
1. Landscape: Trump (White House), Democrats control both the House and Senate, creating a system of checks and balances.
2. CLARITY Act: The original friendly crypto legislation is unlikely to advance in the short term; Democrats tend to favor stricter regulation.
3. Two regulatory tracks: Congress is unlikely to pass lenient laws, will increase investigations and impose strong constraints; the Trump administration can still provide lenient guidance to the CFTC, but with poor stability.
4. Market impact: The previous expectation of friendly regulation has been dashed, increasing uncertainty around crypto policies, bearish risk appetite.
Personal bearish strategy: Avoid blindly chasing longs; enter between 80000–81000 when signs of stagnation appear; if it breaks below 79000 and confirms weakness, follow the trend to short; take partial profits at 78500 to secure gains, set profit target at 77500; if it breaks above 82000 effectively, stop loss on shorts and exit.
#美国中期选举：民主党赢得国会两院控制权 Job vacancies reach 7.5 million, labor market shows no obvious collapse
US September JOLTS data shows about 7.5 million job vacancies, about 5.4 million hires, and about 1.6 million layoffs and dismissals. The numbers indicate the employment market still maintains some resilience, but the pace of corporate hiring has not significantly accelerated.
More notably, the number of voluntary resignations increased to about 3.4 million, with a quit rate of 2.1%. This means some workers are still willing to seek new job opportunities, and not all industries are contracting.
If nonfarm payrolls continue to grow moderately in October, the market may view the economy as cooling but not in recession; if new employment strengthens significantly, interest rate expectations may turn more hawkish again.
I will simultaneously watch $BTC and $ETH trading volumes, the US dollar index, and US Treasury yields. Employment data should be considered together with hiring, layoffs, and wages; a single figure can easily mislead judgment.
#美国10月非农前瞻：就业增长或牵动12月加息预期 #美国中期选举：民主党赢得国会两院控制权 #CircleQ3营收超预期，USDC链上交易量增长49% BTC, ETH, STRK, the three major stolen coins, each have completely different positions in terms of their rare value
This national-level APT attack specifically targeted the three types of assets with the most fundamental narratives in the sector, not randomly grabbing air coins. They correspond precisely to the three main lines of digital assets: digital store of value, smart contract base layer, and next-generation post-quantum cryptographic infrastructure.
1. BTC: Digital gold, a scarce value anchor with capped supply
Scarcity core: Total capped supply of 21 million, halving deflation, serving as the liquidity benchmark and institutional allocation target in the entire crypto space.
Its value foundation lies in its capped total supply, strongest consensus, and highest liquidity; its shortcoming is the underlying secp256k1 elliptic curve, which carries a long-term quantum cracking risk. Native upgrades to quantum resistance have very high governance thresholds, conservative consensus, and long transformation cycles.
Positioning: The current digital value reserve asset.
2. ETH: The foundational base for global programmable finance
Scarce value: The settlement mother chain for the entire DeFi, L2, NFT, and asset tokenization ecosystem. The staking burn mechanism brings deflationary elasticity. The vast majority of ZK ecosystems, cross-chain bridges, and stablecoins rely on Ethereum for settlement.
Its shortcoming is also the elliptic curve cryptography system, with a late rollout of post-quantum upgrade plans and complex chain links. All L2s share its cryptographic risk.
Positioning: The current decentralized computing infrastructure.
3. STRK: A scarce technical asset in the post-quantum track (differentiated rarity)
Its scarcity is not in issuance volume but in the rarity of its cryptographic route:
STARK proofs are hash-based, natively resistant to Shor's quantum algorithm; native account abstraction, cryptographic agility, allowing smooth switching to NIST post-quantum signatures; currently advancing an independent L1 aiming to break free from Ethereum's cryptographic dependency, building a full-chain post-quantum security layer to support BTCFi and STRK20 privacy pools.
Shortcomings: Still in blueprint implementation stage, large unlock sell pressure persists, ecosystem size far smaller than BTC and ETH.
Positioning: The next-generation security infrastructure asset for the quantum risk era.
II. Why the fact that these three were stolen together sends a strong signal
1. The hacker did not just steal high-priced coins but simultaneously took the old generation value anchor, the current ecosystem base, and the next-generation security track asset, effectively harvesting the core chips of three generations of digital asset tracks at once;
2. The security weaknesses of the three exposed this time are not due to the underlying chain cryptography being broken but due to centralized exchange custody permission failures.
👉 A key distinction:
BTC and ETH have long-term quantum risks in their underlying cryptography; STRK's highlight is its natively post-quantum-friendly cryptographic route, but it cannot avoid the hacking risks of exchange custody. Quantum resistance solves cryptographic cracking but does not solve CEX hot wallet, social engineering infiltration, or signature hijacking.
3. Market perception will further diverge:
BTC and ETH represent the existing mainstream consensus, STRK represents a hedging alternative route. When national-level forces can easily steal all three from the same platform, it will accelerate capital's consideration of two things:
- Centralized custody, no matter how high-quality the coin, shares a common fatal shortcoming;
- Future asset security must be viewed in two layers: custody security + underlying cryptographic security.
III. Dialectical perspective: "Rare value" does not equal immediate short-term price strength
- BTC and ETH's value is built on decades of consensus, but quantum risk is a long-term looming sword;
- STRK's rarity lies in its technical route scarcity, which is a long-term narrative. To realize value, it must wait for independent L1 deployment, post-quantum closed loop, and ecosystem maturity. The long processes of unlocking, bear markets, and development delays are huge tests.
This theft will cause synchronized short-term sell pressure; in the long term, it will amplify the premium logic of the "underlying cryptographic security" track.#AMDQ3DataCenterUp97%
AMD reported $13.38B Q3 revenue (+45% YoY), with adjusted EPS of $2.09.
Data Center revenue surged 97% to $8.5B, contributing roughly 64% of total revenue.
$17B revenue — around 27% sequential growth.
Management sees at least 80% growth in 2027. But expectations are rising fast, and the market's negative reaction shows strong results aren't always enough.
AMD's AI momentum is real; now execution, margins and market-share gains must justify the premium.
$AMD $xAMD $HYPE bought some HYPE again today, forgot to post and tell the brothers. There was obvious support at the bottom at 83 today.
Now there is obvious resistance at 86-87, affected by the pressure from the upper edge of the downtrend channel, but when it pulled up to 87.5 it quickly fell back. I think it still can't break through the upper resistance line.
It should continue to probe lower, but we can't rule out an emotional rally, though the probability is still low. After all, the positive news has already been priced in, and large holders are about to unlock their staked positions, so this selling pressure is still significant.
The current rally is nothing more than distribution and short-term short squeezes. Now the main focus is whether 85 can hold. If it breaks below 85, the downtrend is likely to continue #DailyOrbit BTC stands above 80,000, what's driving this explosive rally?
BTC surged from 78,273 to 80,425, breaking above 80,000, up 4% intraday; ETH rose 6% to 2,430, SOL at 96.5. There are several forces behind this.
The most direct is the midterm elections landing, with uncertainty gone, selling rumors and buying facts, the pre-election panic reversed into a rebound. Technically, the dip on election day just tested the 50-week moving average before bouncing back, this level is regarded as the bull-bear dividing line.
Another force is the shorts themselves. BTC net positions at -0.058, many are bearish, with 12% of shorts within 5% close to forced liquidation; once the price rallies, shorts have to stop loss and cover, and passive buying pushes the price even higher.
$BTC at 80,425, resistance at 81,430 with 26.4 million, 82,235, support at 79,822 within 0.75%.
$ETH at 2,430, leading the breakout past 2,344 resistance, above are 2,466 and 2,509, below is 2,387.
$SOL at 96.5, resistance at 98.89 and 99.62, 100 is a psychological barrier.
To be fair, the rebound is real, but resistance is also present. Whether it can hold above 80,000 and if there is incremental buying remains to be seen. Both bulls and bears should not rush to conclusions.
#美国中期选举：民主党赢得国会两院控制权 BTC, ETH, STRK, the three major stolen coins, each have completely different positions in terms of their rare value
This national-level APT attack specifically targeted the three types of assets with the most fundamental narratives in the sector, not randomly grabbing air coins. They correspond precisely to the three main lines of digital assets: digital store of value, smart contract base layer, and next-generation post-quantum cryptographic infrastructure.
1. BTC: Digital gold, a scarce value anchor with capped supply
Scarcity core: Total capped supply of 21 million, halving deflation, serving as the liquidity benchmark and institutional allocation target in the entire crypto space.
Its value foundation lies in its capped total supply, strongest consensus, and highest liquidity; its shortcoming is the underlying secp256k1 elliptic curve, which carries a long-term quantum cracking risk. Native upgrades to quantum resistance have very high governance thresholds, conservative consensus, and long transformation cycles.
Positioning: The current digital value reserve asset.
2. ETH: The foundational base for global programmable finance
Scarce value: The settlement mother chain for the entire DeFi, L2, NFT, and asset tokenization ecosystem. The staking burn mechanism brings deflationary elasticity. The vast majority of ZK ecosystems, cross-chain bridges, and stablecoins rely on Ethereum for settlement.
Its shortcoming is also the elliptic curve cryptography system, with a late rollout of post-quantum upgrade plans and complex chain links. All L2s share its cryptographic risk.
Positioning: The current decentralized computing infrastructure.
3. STRK: A scarce technical asset in the post-quantum track (differentiated rarity)
Its scarcity is not in issuance volume but in the rarity of its cryptographic route:
STARK proofs are hash-based, natively resistant to Shor's quantum algorithm; native account abstraction, cryptographic agility, allowing smooth switching to NIST post-quantum signatures; currently advancing an independent L1 aiming to break free from Ethereum's cryptographic dependency, building a full-chain post-quantum security layer to support BTCFi and STRK20 privacy pools.
Shortcomings: Still in blueprint implementation stage, large unlock sell pressure persists, ecosystem size far smaller than BTC and ETH.
Positioning: The next-generation security infrastructure asset for the quantum risk era.
II. Why the fact that these three were stolen together sends a strong signal
1. The hacker did not just steal high-priced coins but simultaneously took the old generation value anchor, the current ecosystem base, and the next-generation security track asset, effectively harvesting the core chips of three generations of digital asset tracks at once;
2. The security weaknesses of the three exposed this time are not due to the underlying chain cryptography being broken but due to centralized exchange custody permission failures.
👉 A key distinction:
BTC and ETH have long-term quantum risks in their underlying cryptography; STRK's highlight is its natively post-quantum-friendly cryptographic route, but it cannot avoid the hacking risks of exchange custody. Quantum resistance solves cryptographic cracking but does not solve CEX hot wallet, social engineering infiltration, or signature hijacking.
3. Market perception will further diverge:
BTC and ETH represent the existing mainstream consensus, STRK represents a hedging alternative route. When national-level forces can easily steal all three from the same platform, it will accelerate capital's consideration of two things:
- Centralized custody, no matter how high-quality the coin, shares a common fatal shortcoming;
- Future asset security must be viewed in two layers: custody security + underlying cryptographic security.
III. Dialectical perspective: "Rare value" does not equal immediate short-term price strength
- BTC and ETH's value is built on decades of consensus, but quantum risk is a long-term looming sword;
- STRK's rarity lies in its technical route scarcity, which is a long-term narrative. To realize value, it must wait for independent L1 deployment, post-quantum closed loop, and ecosystem maturity. The long processes of unlocking, bear markets, and development delays are huge tests.
This theft will cause synchronized short-term sell pressure; in the long term, it will amplify the premium logic of the "underlying cryptographic security" track.The U.S. has approved individual stock perpetual futures for the first time, marking traditional finance's acceptance of crypto trading models.
On November 3, the chairman of the U.S. CFTC announced that individual stock perpetual futures can begin trading on qualified CFTC-registered exchanges for the first time. This means perpetual contracts without expiration dates are expanding from digital assets to the traditional stock market.
The core of perpetual contracts is to keep the contract price linked to the underlying price through funding rates. This increases trading flexibility but also introduces risks such as leverage, liquidation, and price deviation.
I believe the significance of this is not just adding another product, but that traditional markets are starting to seriously study the trading mechanisms of crypto derivatives.
For $BTC and $ETH, future liquidity between traditional asset and digital asset derivatives may further intersect. However, regulatory approval does not mean risks disappear; product rules still need to be carefully understood.
#CFTC首次放行美国个股永续期货 #美国中期选举：民主党赢得国会两院控制权 #CircleQ3营收超预期，USDC链上交易量增长49%