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Two privacy coins. Two completely different mining windows.⛏️ 🏴‍☠️ $ARRR — ASIC mining. 83.8% of the scheduled supply in 2 years. 🐉 $DRGX — CPU mining. Only 25.0% in 2 years. "No premine" is only part of the story. Who can mine the supply—and when? #PrivacyCoins #ZEC #XMR #Dash #Bitcoinmk4 this guy is going crazy! NEAR has been like it's on steroids these past few days, directly breaking the year's high and approaching $6. This guy, relying solely on a long position in NEAR, has a floating profit of over $20 million, with an average price of only 2.35, achieving a return rate of 1491%! But don't think he got rich by all-in gambling; if you look closely at his positions, this guy is extremely stubborn and tough. In his entire account, NEAR is his only long position, while the other seven coins ($BTC, $ETH, SOL, ADA, etc.) are all short positions! Now that the overall market is rebounding, those short positions are all taking hits, accumulating a floating loss of over $1 million. However, the profit from his NEAR long position is so huge that after offsetting the longs and shorts, the net floating profit of the entire account is still $19 million! I heard this guy once mistakenly cut losses on a $77 million gold short position, so he seems to be a very storied big player. Now, facing NEAR's surge, he neither reduced his position nor placed orders, showing an impressively large vision.The market is really wearing me down, rising a bit then falling a bit, falling a bit then pulling back, like a loom pulling back and forth, staring at the chart makes me nervous 😮‍💨 But honestly, this kind of sideways grinding phase is often the eve of a breakout. Market sentiment is a bit subtle right now—some are shouting that the altcoin season is coming, while others are still waiting for signals. Is it really? Let's take a closer look 👇 $BTC is currently around $74,800. Resistance above is at $76,264 (20-day moving average), then up to $78,000, a level repeatedly tested but not held over the weekend; support below is at $73,800 (this week's low) and the psychological level of $70,000. $ETH is currently around $2,280. It is capped above by $2,300 (hourly chart bearish trendline), a breakout would target $2,415; support below is at $2,250, a short-term key defense line, breaking which could lead to $2,150. $ZEC is currently around $312. Resistance above is $324 (this week's high), support below is the $300 round number. This is different from what was expected. Today, Monday, there was no decent rally; the whole market was instead held down by geopolitical factors. The ceasefire agreement in the Strait of Hormuz with Iran has hit a snag, oil prices rebounded 8%, and the crypto market weakened accordingly, with $BTC falling from the weekend high of $78,000 down to around $74,000. Over 160,000 liquidations occurred across the market in the past 24 hours. Now we need to rethink the subsequent market situation. Here are a few points I noticed: First, although the Fear and Greed Index is still in the fear zone (28), it has risen significantly from the extreme fear (12) of previous weeks. Market sentiment is slowly recovering; it’s not the worst time anymore. Second, the altcoin season index is only 34/100, and Bitcoin’s market dominance remains high at 59.8%. This indicates funds are still nesting in $BTC, and altcoin rotation hasn’t truly started. ETFs have locked institutional funds into Bitcoin, and the previous transmission chain of "BTC pumps then $ETH pumps, $ETH pumps then altcoins pump" has clearly slowed this round. Third, on the macro side, the Fed’s interest rate remains at 3.50%-3.75% unchanged, and rate cut expectations have been pushed to after September. The high interest rate environment itself suppresses risk assets, plus the ongoing uncertainty in the Middle East, big money is cautious about making moves. Fourth, the Ethereum spot ETF had a net inflow of $276 million last week, and 32% of $ETH is already staked. On-chain supply is tightening, but the price hasn’t reflected this yet; this divergence is worth attention. My judgment is: short term will still be mainly consolidation, $BTC will likely grind back and forth within the $73,000-$78,000 range. $76,000 is the dividing line between bulls and bears; only breaking above it will there be a chance to challenge $80,000; if it breaks below $73,800, then the next support to watch is $70,000. Don’t rush to chase altcoins; wait for $BTC to show direction first. What do you all think? Let’s chat in the comments 👇 #CPI and PPI releases are imminent, rate hike expectations face a test #Russia-Ukraine may reach an "energy ceasefire" agreement, progress pending confirmation #TSMC Q3 revenue hits a new high, what else to watch in the October 15 earnings report? BATON's market cap has dropped to 20 million just because it was pump.fun's former company name Now even meme has gotten competitive in archaeology, an abandoned old name can still be pumped$SNDK just a slight pull-up and the market completely reverses? Be realistic! After the surge, it dropped right back down. With such weak rebound strength, the bulls haven't regained control of the market at all. It's really too early to talk about a reversal. There are a bunch of chips waiting to exit pressing down above. To truly turn the trend around, solid capital needs to enter and support, forcefully breaking through key resistance levels—not just a slight pull-up that quickly gets smashed back down by the bears. Don't forget, the storage sector still has underlying risks! $BTC $ETH #CPI and PPI announcements are imminent, and interest rate hike expectations face a test $龙虾 主流吃肉,龙虾挨揍,同风不同命,说的就是它 凌晨主流币借着油价东风集体爬坡,BTC重回8.4万,ETH也涨了1.6%,盘面总算有点热乎气。 然后龙虾在干嘛?冲了一下,又被打回原形。现价0.041,24小时高点摸到0.045就泄了,跟泄了气的皮球似的。这已经不是第一次了——之前有交易员做多龙虾,浮盈冲到219万美金,最后倒亏90.7万离场,利润全吐回去还倒贴。 为啥主流涨它不涨?因为主流吃的是宏观,油价、美股期货、加密同步拉升,资金往确定性方向走。龙虾吃的是情绪,没基本面,没叙事,全靠一口仙气吊着,推完就散。 风来了猪能飞,风一停,龙虾连壳都找不到。别人在爬坡,它在蹦极,蹦完还趴地上不动了。 操作建议:别因为0.041便宜就手痒抄底。等两种信号: 放量站稳0.045以上,小仓试多,止损0.042下方; 急跌到0.035以下并放量企稳,小仓博反弹。#CPI与PPI公布在即,加息预期迎考验 $ETH A: What dimensions do $BTC, $ETH, and $NEAR represent when observed together? B: BTC anchors the market cycle, ETH reflects the overall capital level in the crypto ecosystem, and NEAR indicates developer funding input in the sharded public chain ecosystem. A: What is the significance of observing them as a group? B: Observing the three coins together makes it easier to judge whether the sharded L1 sector has formed a sustained trend, compared to just watching the price movements of a single coin. #CPI and PPI announcements are imminent, interest rate hike expectations face a test #TSMC's Q3 revenue hits a new high, what other highlights are there in the October 15 earnings report? #Institutions continue to position, why does BTC still face pressure? Whales dumping BTC to buy $ETH! Ethereum retracing to 2550 may trigger short liquidations Direction: Long (buy the dip) Entry range: 2540–2555 Take profit target: around 2650 Personal view: Whales sold 410 BTC to switch positions and bought 14,300 ETH, worth $36.14 million, signaling bullish sentiment; short-term funds continue to flow in, with a 1D net inflow of 583 million and a 3D net inflow of 453 million, indicating rebound momentum remains. However, Ethereum Foundation-related wallets transferred 4,393 ETH to Kraken, posing potential selling pressure; heavy short liquidations are concentrated between 2600-2650, and breaking through may trigger a short squeeze. Positioning basis: Flow Score +14, short-term funds are bullish, but 7D/15D still show net outflows, indicating a rebound market; price rebounded from the 2405 low, lightly long on the 2540-2555 support zone, aiming to play the breakout of the 2600 short liquidation zone. #CPI and PPI announcements are imminent, testing rate hike expectations Top 10 Most Profitable Money Printing Machines in the Crypto World, Do You Know Who They Are? Here's the most counterintuitive number first: These ten companies take $14 billion from users annually. Among them, Tether and Circle $CRCL alone account for $8.3 billion—47% more than the combined total of ranks 3 to 10. Below is the full list, with a one-sentence explanation of how each makes money. 1|Tether — $5.95 billion a year You give 1 dollar to exchange for 1 USDT, and it uses your dollar to buy U.S. Treasury bonds to earn interest. USDT is its interest-free liability, and U.S. Treasuries are its assets. In short: a business that makes money with other people's money without paying interest. 2|Circle — $2.39 billion The exact same business as Tether. The difference is it discloses reserves, obtains all licenses, and is publicly listed. In short: earns half as much but follows a compliant path. 3|$PUMP — $1.2 billion Anyone can issue tokens with one click here; it takes a cut on every buy and sell transaction. In short: whether meme enthusiasts profit is uncertain, but the platform owner reliably earns fees. 4|Polymarket — $470 million A prediction market that turns "I think it will/won't" into contracts you can bet on—elections, sports, anything. In short: it doesn't gamble itself; it takes a cut. 5|Uniswap — $950 million The largest on-chain exchangeBefore buying, users were recommended to authorize channels, but after something went wrong, they had to dig through technical documents and track investigation progress themselves. What would users think? This trust is really hard to restore. A report on October 11 pointed out that CryptoBilis was once listed in Ledger's dealer directory. Ledger has confirmed that one involved device had unauthorized hardware implants and issued a precautionary alert to users who purchased devices from that channel in the past three months. The full cause and scope of impact are still under investigation, so it cannot be concluded that all devices have issues. This time, I am more concerned about whether the risk notification can truly reach the buyers. Announcements on the official website and social accounts are certainly useful, but people who bought devices months ago may not follow wallet news daily. Whether the brand and channel can contact these buyers determines how many people the alert can help. Returns, inspections, and follow-up handling also need someone to take responsibility. Technical investigations may take time, but there should be a clear entry point for which purchase records to keep, who to verify batches with, and how often to update progress. I find it hard to accept leaving users to judge by themselves whether they are affected. I don't want to hold anyone accountable based on unconfirmed speculation, nor accept just a statement of "channel problem." The trust brought by authorized recommendations is concrete, and the service after an incident should be concrete as well. At least let users know who to contact next, instead of getting more and more anxious reading through a bunch of conflicting posts. #LedgerInvestigationUpdate: The theft is temporarily concentrated in a single channel $UNITREE 宇树反弹是诱饵,空头还没吃饱 股价从1100砸到414附近,高位空单吃到肉,但别急着追地板。 宇树发行PE 219倍,首日炒到800倍,现在还在300倍上下。上半年营收增48%,扣非利润反降19%,增收不增利。智元出货反超,摩根大通目标价300元,机构偏谨慎。 均线空头排列,反弹无量能配合,持仓量未明显下降,空头结构没松动。急跌后有超跌反弹,没站稳压力位前只当反弹处理。 三季报10月29日披露,扣非和毛利是硬指标,数据出来再定方向。 $STRK Those who can't withstand the volatility in this trade leave first. I opened a position at 0.12 this morning, and it hit the stop-loss line at 0.115. Within less than 20 minutes, my stop-loss was triggered, then it cascaded downwards. The more I covered, the more I lost. I always feel like it's finally bottomed out, but this market simply has no bottom. In a bull market, quality assets will rise sooner or later. The real test is never the ability to spot opportunities, but the ability to hold on. Looking back, I missed too many. DASH oscillated at a low level for a long time, finally got out of the red, and immediately sold. ZEC, thought the entry price wasn't good enough, made a little profit and sold. ONDO, while other coins surged in the bull market, it alone didn't move; made a little profit and sold, only to see it double right after selling. The only ones that truly held from the bottom to the top were SUI and UNI. Now I understand, the most expensive thing in a bull market is not the buying price, but the lack of firm conviction and the inability to hold quality chips. Browsing Twitter a lot really teaches you a lot. When you find quality assets, ask AI, study fundamentals, narratives, valuations, and risks. If the logic holds, buy in batches; after buying, as long as the core logic hasn't changed, don't easily sell just because of short-term stagnation. The secret to making big money in a bull market is not chasing daily ups and downs, but finding a few truly good assets and giving time some patience. Finding opportunities is a skill; holding onto them is a practice.Is it currently a phase of washing out positions or a game of strategy? I'm a bit unsure, but a whale's position has kept me watching for a long time. When "holding on to the death" becomes the only strategy, is it really conviction or just passivity? The latest data dug up by Lookonchain is quite heartbreaking: The Maji account now only has about 1.54 million USD in own assets left, holding just one ETH long position. The nominal position is 17,000 ETH, valued at about 43.25 million USD, with a liquidation price estimated around 2493 USD. Note, the 43.25 million is the position's face value, not his principal. Previously, the weekly floating loss once surged to 8.44 million USD, with continuous position reductions and forced liquidations, leaving only this single surviving position. I personally feel very complex about such accounts. It's not schadenfreude, but a kind of fear of "if it were me, would I make the same choice in the same situation?" The scariest thing about heavy leverage is never the first loss, but the unwillingness to accept the loss afterward, putting all remaining chips on one direction, hoping for a rebound to erase all mistakes. What is the market trading now? On the surface, it's whether ETH can hold the psychological level of 2500, but in reality, it's trading "how many high-leverage longs haven't been liquidated yet." This whale's liquidation price hanging at 2493 means it has become a target watched by the market. Once ETH dips sharply to that range, forced liquidation will release extra selling pressure, potentially triggering more stop losses at similar positions, forming a short burst.$NEAR has hit a new high again. A few days ago, when NEAR was priced at 4.8, I already said that the $ZEC whale is very likely to manipulate NEAR, and the manipulation method is exactly the same. Today, the price has rebounded 25% from the position I called out. Anyone who followed this move is making money. Many people don't fully understand my trading logic and market interpretation, so today I want to explain it to everyone. NEAR's competitor is $ZAMA, and UNI's competitor is AERO. These projects are ones I have mentioned frequently in the community. You can also see the logic behind my calls: when a project's price is too high in the short term, I actually avoid calling it. Instead, I direct attention to its competitor. For example, when NEAR was priced at 5.6 and ZAMA was low, I told everyone that if you want to buy now, just buy ZAMA directly. Later, ZAMA rebounded to around 0.09, and NEAR dropped to about 4.6. So, a few days ago when I analyzed this sector again, I told everyone to focus on NEAR in the short term. It's that simple: all projects are good, but prices differ in the short term. We need to assess if the price is high and then reevaluate whether to enter. The same logic applies to UNI and AERO. When UNI was priced at 9.7, I definitely didn't advise entering; I said to buy AERO directly. Recently, UNI has dropped to around 7 $XAUT Not every crypto asset is about chasing fast pumps. XAUT is a gold-backed token designed to track the value of physical gold. That makes gold prices, the US dollar, and interest-rate expectations important factors to watch. If gold strengthens, XAUT may benefit. If gold pulls back, the token can feel that pressure too. Keep in mind that token prices can also be affected by liquidity, trading spreads, and platform conditions. Understand what you're holding before making a move. #XAUT 🔥Oil prices retreat! BTC and gold see bottom support opportunities $BTC $BZ Core logic: Oil price decline brings positive impact to risk assets 1. Energy news disturbance Rumors of a ceasefire at Russian-Ukrainian energy facilities lead to a rapid reduction in crude oil risk premium. Trump disclosed agreements related to Russian oil supply and diesel, and the market expects relief in energy supply pressure. ⚠️Key point: Neither Russia nor Ukraine has officially confirmed a ceasefire; the news carries significant uncertainty. 2. Profit-taking at high levels Previously, Middle East conflicts and attacks on oil tankers pushed oil prices up. Brent crude oil surged to $105.6 per barrel in early trading on October 12, then quickly fell back as funds took profits at high levels. The decline in oil prices benefits BTC and gold, providing bottom support for these two major assets. Today, the US Treasury market is closed. The subsequent trends of BTC and gold depend on US Treasury yield pricing. Market focus is on the CPI data on the 14th, which will directly affect interest rate hike expectations!I came across two recruitment posts from the core developers of Dogecoin in the community. Guess what they are recruiting for—native Japanese speakers to help proofread document translations. No coding, no technical knowledge required, just good Japanese. I laughed for a long time when I saw this. A cryptocurrency project recruiting people to translate documents, and specifically looking for Japanese translators. The scene is just too cute. After laughing, I thought seriously. When a project starts to care about document translation, it means it’s beginning to take "users" seriously. It’s not just serving English speakers, not just for people who understand technology. It wants Japanese people to also understand how to use it. Later, I saw another post: the core developers of Dogecoin are recruiting people for various roles—documentation, translation, community management, and more. A decentralized community project doesn’t rely on paying salaries to hire people; it relies on volunteers stepping up to work. The fact that people are willing to work means they care. The foundation of the $DOGE community is stronger than many imagine. Spot ETF data situation: Bitcoin saw a net outflow of about $680 million last week, marking the first outflow after three consecutive weeks of inflows, while the second largest also experienced an outflow of $540 million, indicating a phase of capital rotation. The core reasons remain the usual three: rising US Treasury yields, strengthening oil prices, and a stronger US dollar. The situation may become more complex going forward, as the existing on-exchange funds can no longer drive new trends; instead, inflation data and spot trading will take the lead! There is little short-term participation value, so it’s better to wait gradually for mid- to long-term buying opportunities at lower prices.#Ethereum spot ETF had a net outflow of $542 million last week [Old Leek Observation] Is BlackRock about to run away? Ethereum spot ETF saw a net outflow of about $542 million last week, with funds flowing out for 9 consecutive trading days, totaling about $697 million. What’s more noteworthy is that BlackRock’s ETHA product alone had an outflow of about $477 million, accounting for nearly 90% of the market’s weekly net outflow. This indicates that the fund withdrawal is not evenly distributed across all products. But don’t rush to conclude that institutions are collectively bearish: ETF fund flows reflect the net result of subscriptions and redemptions, which does not mean all funds are actively selling coins, nor can one judge a long-term change in Ethereum’s logic based on just one week’s data. I’m more focused on two signals going forward: First, whether ETF outflows will continue to expand; Second, even if ETF outflows persist, whether the ETH spot price can hold steady. If funds keep withdrawing and prices keep weakening, it means buying pressure is under stress; if outflows start to narrow but prices can hold, the market may already be absorbing this selling pressure. $ETH $MAGIC ✨FIL surges with volume! Supply contraction brings bullish opportunities FIL 4H | Current price 1.2430 Resistance: previous high 1.2769 Support: 1.2297 The chart shows a strong bullish candlestick with price rising above all short-term EMA lines, indicating strong bullish momentum. Holding above 1.2769, the bullish trend can continue; if it breaks below 1.2297, a short-term pullback and consolidation phase will occur. News: Filecoin's six-year vesting period is nearing completion, reducing annual token release by 68 million, supply contraction brings positive expectations. $BTC $ETH $FILOriginally, I had already complained to my friends about this week's market, but I have to take back my words, a bit awkward. $RAY This short position was not in vain. Yesterday afternoon, before the market fully started, I saw RAY's rebound was weak, no one was buying on the rise, the high short structure was still intact. Shorted at 2.4687, now at 2.4113, +46.5% in hand. Feeling good, brothers. Taking profits on 80% first, leaving 20% with the stop loss at the cost price, if it continues to drop, let the profits run. Don't get greedy with profits, don't despair with pullbacks. For those who haven't entered yet, don't rush, chasing shorts can easily get taught by a rebound, wait for a new structure to appear. There are still opportunities, don't be anxious. $BTC $XRP Total unrealized profit +14.6U. Thanks to ETH's godlike performance, the account was dragged back from hell to earth! 🌟 $ETH: Absolute MVP! Opened at 2,501.22, current price 2,563.64, 20X long position, wildly earned +62.43U (+49.92%). A violent rally saved the day, forced liquidation at 2,386, holding steady to see if it can break 2600! 🌧️ $BTC: Crazy bloodsucking! Opened at 82,544.12, current price 83,984.01, 20X short position, huge loss -43.19U (-34.88%). Shorting brutally squeezed, all profits swallowed, forced liquidation at 86,333, gritting teeth to hold on. 🍂 $TRX: Half dead. Opened at 0.3353, current price 0.3322, 20X long position, floating loss -4.64U (-18.49%). Continuous slow decline, still a breath away from forced liquidation at 0.3208, playing dead with eyes closed. One profit and two losses, all carried by ETH. Thanks to the dog dealer's mercy for not killing, good morning brothers, go have some hot food!👇 $BTC $ETH $TRX #CPI and PPI announcements imminent, interest rate hike expectations face test #Russia-Ukraine may reach "energy ceasefire" agreement, progress to be confirmed #TSMC Q3 revenue hits new high, what to watch for in the October 15 earnings report? Microsoft CEO Nadella: Treat AI as an internal risk and be ready to hit the emergency stop at any time Microsoft CEO Satya Nadella published a long article advocating treating AI models as internal enterprise security risks. Even if the model has no malicious intent, it can make mistakes or be exploited by attackers. Especially when it can read sensitive data or perform critical operations on behalf of people, enterprises cannot rely solely on the security promises of model vendors. He demands separating the model from the task-scheduling Harness (Agent execution framework). What data the model can read and what tools it can call must be controlled by an external system. Every critical operation should leave tamper-proof records that are easy for humans to review. He also requires transparency of the model's chain of thought (the displayed reasoning process) but admits that this content may not always be reliable. The toughest requirement is to assume from deployment that the model may be compromised and to isolate it accordingly. Authorized personnel must be able to pause or shut it down anytime while the Agent is executing tasks, effectively installing an "emergency brake." The model cannot audit its own behavior, and enterprises must continuously test for failures and attacks and disclose incidents promptly. Microsoft announced this month that the MXC isolation tool is officially available on Windows. It restricts the files and networks the Agent can access through external policies.$FIL Dog dealer, come out, I promise I won't beat you to death. Six years, I've held this thing from faith to doubting life, unlocking, unlocking, unlocking, and only now is it almost over. In the end, the benefits didn't come to me, but first, here's a big bullish candle for you to see. My first reaction wasn't happiness, but disbelief. Are they trying to trick me into taking the bag again? An elder brother in the group said, "The bad news is all out, turning into good news," and after hearing that, I got even more anxious. I've heard this phrase more than ten times in the past few years, and every time after the bad news was out, I was still at the peak. No explanation, no calls. Brothers who are stuck, take it personally. I'll go make a cup of tea to calm down first. $FIL Order Book Strength Ranking 5-minute median slippage, estimated by order book $RSR large sell order cost decreased. Simulated slippage for a 100,000 scale sell dropped from 0.84% to 0.61%. $ZRO large buy order cost decreased. Simulated slippage for a 100,000 scale buy dropped from 0.56% to 0.48%. $S after amplifying orders, slippage on both buy and sell sides increased significantly. Simulated slippage for 10,000 scale buy/sell is 0.13%/0.13%, for 100,000 scale it is 0.59%/0.53%.Seeing a short-term long position 📈 trading opportunity: A couple of days ago, #BTC made a fake breakdown, then recovered back inside the range There is a high probability it will form an AMD pattern The liquidity above is still there ⚠️ Entry suggestion: $82500---$83600 to enter long 📈📈 Stop loss: $80500 Take profit: $86000 It is estimated that it will still break the previous high, hit the liquidity above, and then pull back downwardThe price change column is green, but the price has retreated $WLD's performance in the afternoon makes me lower my expectations a bit. The price is around 0.554, still up about 0.8% in 24 hours, but compared to around 0.579 last night, it has actually fallen about 4.3%. This is why you can't just look at the price change column. The 24-hour increase compares to one day ago; whether the price has held since last night is another matter. I'm more concerned whether it can climb back up after this pullback. The previous rise did happen, but now the gains have been given back, so the short-term assessment must be adjusted accordingly, and we can't keep using last night's optimism. $BICO is still weak, so I won't raise its ranking for now. It fell about 2.4% in the past 24 hours and about 11.8% in the past week, with the price around 0.0186. The daily drop doesn't look too dramatic, but the cumulative pressure over the week is significant. I'll first see if the decline can stop. Occasional rebounds are not hard to come by; the difficult part is that the price doesn't get pushed down again afterward. If that step isn't achieved, it's better to watch more and act less. For $HYPE, I want to try a different way to observe: watch its reaction to the overall market rise. If the market goes up, it follows slowly; if the market dips slightly, it falls quickly, then there's no need to rush to raise expectations. Conversely, if it can keep up with the rise and hold progress during pullbacks, then the evaluation can improve. This is a better test of short-term strength than prematurely assuming a certain round number will definitely be broken through.Whales dumping BTC to buy $ETH! Ethereum retracing to 2550 may trigger short liquidations Direction: Long (buy the dip) Entry range: 2540–2555 Take profit target: around 2650 Personal view: Whales sold 410 BTC to switch positions and bought 14,300 ETH, worth $36.14 million, signaling bullish sentiment; short-term funds continue to flow in, with a 1D net inflow of 583 million and a 3D net inflow of 453 million, indicating rebound momentum remains. However, Ethereum Foundation-related wallets transferred 4,393 ETH to Kraken, posing potential selling pressure; heavy short liquidations are concentrated between 2600-2650, and breaking through may trigger a short squeeze. Positioning basis: Flow Score +14, short-term funds are bullish, but 7D/15D still show net outflows, indicating a rebound market; price rebounded from the 2405 low, lightly long on the 2540-2555 support zone, aiming to play the breakout of the 2600 short liquidation zone. #CPI and PPI announcements are imminent, testing rate hike expectations $SNDK早上二饼和闪迪中选了闪迪做多,二饼上去了,闪迪下来了,现在已经快要爆仓了,看今天A股存跌这么狠,感觉今天爆仓可能性有点大了。#ASML Q3 Earnings Report to be Released on October 14, EUV Orders in Focus Key points to watch in the earnings report: Don't be misled by the current quarter's revenue and profit; the focus must be on forward-looking order indicators and structural breakdowns. The unit price of lithography machines is high, with delivery cycles lasting 12 to 24 months, so the current quarter's revenue and net profit only reflect the fulfillment of orders from the past 1 to 2 years. New orders and backlog of undelivered orders are the true barometers determining performance and stock price trends over the next 1 to 3 years. The ratio of EUV to DUV in net orders. A surge in EUV orders indicates strong demand from advanced process customers; a high proportion of DUV reflects more on mature process and expansion pace in the Chinese market. ASML usually releases multi-year revenue and gross margin scenario targets (such as the 2030 outlook). Whether management reiterates, raises, or lowers this long-term range during each earnings call has a significant impact on valuation benchmarks. On the day of the release, you need to focus on: 1. Capturing the quick report: compare Net Bookings, Revenue, Gross Margin with market consensus; 2. Reading the investor presentation: review charts of Logic/Memory and regional sales proportions; 3. Listening to/reading the earnings call: note qualitative answers regarding geopolitical policies, delivery bottlenecks, and long-term guidance. $ASML Don't rush to judge the top; first see who is buying. This round of increase is not driven by everyone buying. Bitcoin overnight returned above 83,000. Data doesn't lie. In 13 trading days, net inflow was only 232 million— while on September 21 alone, 999 million came in, and on the 22nd, another 714.8 million. Then it went quiet. On September 30, net outflow was 148.7 million, breaking the continuous rise. October 7 and 8 saw the two largest net outflows in 13 days, totaling 731.2 million. More importantly, who is buying. On Friday, net inflow was 21.13 million; BlackRock's IBIT alone took in 22.38 million, Fidelity's FBTC had an outflow of 3.58 million, and 9 out of 12 funds had zero flow. IBIT accounts for 63% of total assets. This is not institutions buying. This is one company buying. The price has already risen, yet no funds have confirmed it. Don't rush to judge the top or bottom; wait for the next opening to see if the money returns. Can one fund revive Bitcoin's rebound?Ledger’s update points to a channel-control problem more than a proven platform-wide breach: confirmed cases involve CryptoBilis-sold devices, while direct sales and Ledger systems show no signs of compromise. The key unresolved risk is traceability across reseller inventory, because suspected losses and the implant’s wider link remain unverified. #LedgerResellerSecurity Checked the market around noon, $BTC around 84,000, $ETH around 2560, both up, but honestly this looks more like a short squeeze — shorts dominate the 160 million liquidations across the network, funding rates are close to zero, neither bulls nor bears are heavily committed. I usually don't see this kind of market as a reversal. $BTC is now stuck just below the 84,500-85,500 mark; if it can't break above, it will keep oscillating; the first support line is at 82,000-83,000, losing that would be concerning. $ETH is a bit weaker, with exchanges seeing net inflows these days, US buying is weakening, and Bitfinex margin longs just hit a four-year high. This kind of structure makes chasing the rally risky and prone to getting hit from both sides. The real test is Wednesday night, with September CPI and the Fed Chair's speech. I won't make moves before the data comes out. My view: don't chase the rebound; if $BTC falls below 82,000, I'll admit I was wrong; only above 85,500 can we talk about a reversal. #BTC #ETH What about you? Are you staying out before CPI, or have you already positioned? Risk reminder: The above is just my personal market notes and does not constitute investment advice. Don't get carried away whether prices rise or fall. #CPI与PPI公布在即,加息预期迎考验 #机构持续布局,BTC为何仍承压? $ZEC $1,327 | Shorts just got liquidated for $5 million, whale withdrawals and ETF redemptions are still battling After Zcash retraced about 28% from the late September high of $1,698, it bounced back today near $1,327, rising over 6% in 24 hours. In the past hour, it surged from $1,277 to $1,317, shorts were liquidated for $5.03 million, with zero long liquidations — a short squeeze pushing the price up. But whales and ETFs are still doing their own thing. A whale has withdrawn a total of 26,070 ZEC from Binance and Kraken in the past few minutes, worth $31.93 million. On the other side, the Grayscale ZCSH ETF saw a net outflow of $93.56 million in one week, with assets under management dropping from a peak of $979 million to $751 million. The NU7 testnet has been activated, with the mainnet target set for November 5. Block time has been reduced from 75 seconds to 25 seconds, tripling confirmation speed. Developers will decide the mainnet activation height on October 20. Key levels: $1,346 is recent resistance; only a break above confirms a breakout. $1,210 is the lifeline; a break below weakens the structure. Discuss in the comments: whale withdrawals or ETF redemptions, which do you trust?👇 #CPI and PPI releases are imminent, interest rate hike expectations face a test #Russia-Ukraine may reach an "energy ceasefire" agreement, progress pending confirmation This chart shows the Bitcoin Mayer Multiple Z-score since 2019, an indicator that measures how far the Bitcoin price deviates from the 200-day moving average (200DMA, blue line). Values above +1.5 historically indicate an overheat area, while values below -1 to -1.5 indicate an accumulation area. Currently, the indicator is around 0, rising again from the -1 area in early 2026 and breaking through the downtrend line formed since 2021. The pattern observed from the three times the downtrend line was broken (2$S The most dangerous misconception right now is equating "strong trend" directly with "continuing to chase is safe." Current price 0.06193, 24h +28.35%; 1-hour slightly strong, 4-hour slightly strong, volume about 0.45 times the average volume of the last 20 bars. I break it down into two scenarios: A, breaking through 0.06901, short-term structure confirmed; B, falling below 0.04712, original judgment invalid, next observation point shifts to 0.03702. No preset answers, just watching which condition happens first. Which scenario do you think is more likely to occur first, A or B? The above is market observation and does not constitute investment advice. This is from Coin Circle NiuNiu.Altcoin divergence, $SENT becomes a short target! 20x short position floating profit +160.24%. Logic: After the initial rebound to 0.02309, volume was insufficient, using the overall sentiment decline to short, falling to 0.02124. The real background is that market funds rotate quickly, small coins lack sustained support, and high levels are prone to pullbacks. Currently, bears dominate, but 20x leverage is risky. The market may test 0.02 then fluctuate. In terms of operation, reduce positions on dips to lock in profits, keep the rest at breakeven, those who missed the short should not chase it, wait for a rebound to reassess, risk control is paramount. #俄乌或达成“能源停火”协议,进展待确认 $W $BTC Crypto Circle Brief · October 12 A day when the shorts were slaughtered. BTC short squeeze rebound back to 84,000, $164 million in short positions vanished into thin air, short liquidations were 2.3 times the longs — this is not a bull attack, it's a short stampede. But don't rush to call a bull market. ETFs saw a single-day net outflow of 485 million last week, hitting a three-month high; the rebound relies on opponents surrendering, not new money entering. 77,000 dollars is the real line between life and death; breaking below that is another story. On the other side, Bitget lost 387.5 million to North Korean hackers, and the industry was stolen 1.26 billion in Q3 — crypto money is easier to steal than you think. The memory of the 10·10 flash crash a year ago is still fresh, BTC liquidity is fully revived, altcoins are still lying in the ICU, and spot volume is only one-third of what it was during the crash. In a word: short term looks at the short squeeze, mid term looks at ETFs, long term depends on whether you can survive in the altcoin graveyard. #俄乌或达成“能源停火”协议,进展待确认 $BTC $ETH Midday Grand Slam: After my relentless efforts, I finally got all my positions neatly all in the green! Brothers, let me show you a miracle. After these past few days of tireless work, I have finally achieved an epic feat: all 6 positions in my account are neatly and completely at unrealized losses! $ZEC short position is down 77%, and I haven’t even climbed out of the $STRK pit from this morning before stepping right into the ZEC abyss. Plus, $ETH is getting hit on both long and short sides, with W and MINA joining the party. I proudly call myself the "most effective inverse indicator on the entire network." Let’s review my perfect operation: The ZEC community voted 99.9% in favor of shortening block time, a whale dumped 31.93 million to take away 26,000 ZEC, and shorts were liquidated for 44 million. With such a strong short squeeze signal, I stubbornly held my 1294.4 short position. STRK was the same this morning—while they’re transitioning to L1 quantum resistance, I opened a short at 0.1 and held on stubbornly. I’m not trading; I’m just handing money to the dog whales. What’s next? No averaging down, no illusions! I will definitely cut losses if ZEC hits 1400, and unconditionally stop loss if STRK hits 0.13. Survival is the most important. Is there anyone worse off than me on the whole network? Report your unrealized loss numbers to make me feel better!! #CPI and PPI announcements imminent, interest rate hike expectations face test #Russia-Ukraine may reach an "energy ceasefire" agreement, progress pending confirmation This move that dropped from the high point and then pulled back, I tend to see it as a liquidation of longs before the rise, rather than a trend reversal to bearish. If 80300 is the low point of this consolidation downtrend, measuring the equal distance upward, the next bullish target could reach above 93000. On the four-hour level, the current pattern is very similar to the previous move of the S&P 500. There, it first made a bottom V reversal, then accelerated upward, followed by a long period of sideways consolidation. After breaking out of the box, there was another volume-driven rise, but the space was smaller than the previous one. After the breakout, there was no straight acceleration; instead, it re-entered a correction phase, which made a new low and broke below the previous box top. The key is what happened afterward: after breaking down, it did not continue to accelerate downward but completed a liquidation, achieving a bear trap, then oscillated upward and made new highs. Bitcoin is following the same rhythm in this segment. The previous volume-driven rise was followed by a sideways consolidation box, which is somewhat diffuse, with highs breaking upward and lows breaking downward, but I still consider it a box. After the breakout, there was also a volume-accelerated move, with space slightly smaller than the previous one. The current correction also made a new low and broke below the previous box top—in other words, the box top did not complete a support-resistance flip and was directly broken. The resistance is now clear: the 0.618 retracement of this drop is between 83700 and 84500. The price has reached this range but has not formed a breakout yet. A bottom rebound does not equal trend continuation; only standing above and holding counts. The bearish path is not impossible. If 83700 this level... Brothers, pay attention, the two most important events of the week are coming: Wednesday night at 8:30 PM (Beijing time) the US September CPI, and Thursday at the same time the PPI. This wave directly tests the market's pricing of the Fed "hiking once more this year." Currently, the market expects the overall CPI month-on-month to be 0.6%, core 0.2%; year-on-year overall about 3.6-3.7%. Energy price increases are already priced in; the key is whether core services and housing can hold steady. If the core exceeds expectations, especially if it fails to decline for several consecutive months, although the October meeting will most likely remain unchanged, the probability of a rate hike in December will rapidly increase, and US bonds, the dollar, and gold will all react noticeably. Conversely, if the core is below expectations or even falls to around 0.1%, the narrative of "hiking once more" will loosen, and risk assets will have a chance to catch a breath. Don't underestimate the PPI; if upstream prices remain firm, the pace of CPI decline will be slower. Operationally, it is recommended to reduce leverage as much as possible before the data and avoid betting too heavily on direction. You can prepare conditional orders: if the core exceeds expectations, lean towards the dollar/US bond yields; if below expectations, focus on gold and growth stocks' rebound opportunities. Remember, recently Fed officials' tone has been generally hawkish, and the dot plot also supports another move; the data is just a catalyst, not a game changer. Positioning is king; don't get led by a single data point. Volatility will definitely be significant this week; survive first, then talk about making money. #CPI与PPI公布在即,加息预期迎考验 If it can pull out a V-shaped rebound after the drop, it means there are buyers at the bottom. This drop can pull out a V-shaped rebound after finishing, which is different from just sideways consolidation at the bottom. After sideways consolidation, it usually drops further; a V-shaped rebound indicates there is demand to buy at the bottom, and as soon as the slow decline ends, buyers enter the market. Is there still a chance for 75000? Yes, but the probability is low. Unless a negative event pushes it down or panic sentiment rises again, it is hard to break below the previous low. Are you waiting for 75000, or are you already on board? $BTC $ETH $STRK #CPI and PPI announcements are imminent, and interest rate hike expectations face a test 500U Challenge to 1 Million [300x] | Day 30 Initial capital: 500U Current net value: 649.48U Profit and loss: 149.48U (total) | +0.1U (today) Profit rate: +29.88% (total) | +0.02% (today) ------------------------------------------------ Current first phase: 500 -> 1000U Is it hard for 500U to become 1 million? Believe in the power of compound interest, it only takes 8.2 doublings, the path unfolds as: 500 -> 1000 -> 2000 -> 4000 -> 8000 -> 16000 -> 32000 -> 64000 -> 128000 -> 1 million RMB; So time is a good thing, you can earn less but must earn steadily; What I value most is: preserving principal and compound growth; About yesterday's activity: Bought long position on XAU at 4089, closed long at 4214.7; Continued holding long positions on SPCX, GOOL, MRVL, MU; Weekend volatility was low, except for a small loss on a minor altcoin trade, no other operations; It's Monday, waiting quietly for the US stock market to open, MU announced a 35.1 billion stock buyback plan effective after December 9, will the US market continue to adjust or go up? Can it hold 1000? The above is my personal trading record and does not constitute investment advice! #跟着OKX打卡2049 $BTC 🚨 Damn! Bitcoin repeatedly tests 84300! The highs and lows are gradually rising, bulls are gathering strength, is a breakout just ahead? Brothers, the 1-hour chart is very clear—BTC is forming a standard upward structure. 📌 Technical breakdown: First, the highs and lows are gradually rising. From 83,000 to 84,300, each pullback low is higher than the last, and each rebound high is also climbing. This is not random fluctuation; bulls are slowly taking control of the market. Second, 83500 has completed a role reversal. Previously resistance, it has now been repeatedly tested and held, turning resistance into support—a classic signal of trend continuation. Third, 84300 is the last gate. A breakout and hold above this level will open a volume vacuum above, directly unlocking upward space, targeting 86,000-88,000. If repeatedly blocked, it will continue to consolidate between 83,500-84,300. 📌 Trading strategy: Buy on a stable pullback near 83,500 with proper risk management and position control. Do not chase highs or overleverage; wait for confirmation signals. A volume breakout above 84,300 can be followed with light positions, targeting 86,000-88,000. Sideways movement is not weakness but accumulation. Not falling when it should is strength; breakout is just a matter of time. #CPI and PPI announcements are imminent, interest rate hike expectations face a test Brothers, I just spotted some on-chain data, pretty interesting. This guy Wang Chun transferred 2,160 $ETH to Binance in one go, which amounts to about 5.52 million USD, and it was done in two transactions: one for 1,150 and another for 1,010. Veteran traders all know that large on-chain transfers into exchanges usually mean trouble—either preparing to dump and cash out or adjusting positions for some move. Wang, as the founder of a big mining pool, is definitely a seasoned insider. Sending this much ETH to Binance now—could he be sensing a different market trend?🚨 Damn! BTC keeps testing 84300 repeatedly! The highs and lows are gradually moving up, bulls are gathering strength, is the breakout just around the corner? Brothers, the 1-hour chart is very clear—BTC is forming a standard upward structure. 📌 Technical analysis: First, the highs and lows are gradually rising. From 83,000 to 84,300, each pullback low is higher than the last, and each rebound high is also climbing. This is not random fluctuation; bulls are slowly taking control of the market. Second, 83500 has completed a role reversal. Previously resistance, it has now been repeatedly tested and held, turning resistance into support—a classic signal of trend continuation. Third, 84300 is the last gate. A breakout and hold above this level will create a volume vacuum above, directly opening upward space, targeting 86,000-88,000. If repeatedly blocked, it will continue to consolidate between 83,500-84,300. 📌 Trading strategy: Buy on a stable pullback near 83,500 with proper risk management and position control. Do not chase highs or overleverage; wait for confirmation signals. A volume breakout above 84,300 can be followed with light positions, targeting 86,000-88,000. Sideways movement is not weakness but accumulation. Not falling when it should is strength; breakout is just a matter of time. $BTC #CPI and PPI announcements are imminent, interest rate hike expectations face a test Suddenly thought of something, the most surprising thing about this $ZEC market rally is actually that many people have started seriously discussing privacy. In the past, when talking about privacy coins, the comment section often had people saying directly: these coins will be delisted by exchanges sooner or later. Now it's different. Topics like ETFs, institutional custody, and wallet upgrades are starting to get attention, at least indicating that the market's perspective on Zcash is diversifying. But there's one thing I think shouldn't be overlooked. ZEC's privacy feature is optional; transparent transactions and shielded transactions can coexist. This makes it very different from XMR, which has default privacy, and also means exchanges, wallets, and institutions can choose different support methods based on their compliance requirements. But this flexibility comes at a cost. As long as a large number of users still use transparent addresses, on-chain privacy will struggle to cover the entire network. So I really hope that Zcash wallets can continue to make shielded transactions simpler going forward. Ideally, ordinary people won't need to learn a bunch of technical concepts just to make transfers. My expectations for ZEC are no longer just about how much it will rise in price. If one day everyone uses it as naturally as a regular wallet, then the privacy sector might truly have its own opportunity. $ZEC #ZcashThe publicly listed company behind Dogecoin hides a somewhat troubling signal in its financial report. Recently, I came across the financial documents House of Doge submitted to the U.S. SEC. I initially wanted to see how far $DOGE commercialization had progressed, but a few numbers made me stop and take a closer look twice. This company officially went public on Nasdaq in July this year, with the stock ticker HODO, mainly conducting business around Dogecoin payments, financial products, brand partnerships, and other directions. Sounds quite promising, right? But as of June 30, the company had only about $700,000 in cash on hand, while current liabilities reached $19.9 million, resulting in an operating capital gap of approximately $16.4 million. More critically, the company itself admits in the documents that there is significant uncertainty about its ability to continue operating over the next year. Reading this, I suddenly feel that the path to DOGE commercialization might be much harder than everyone imagines. There is a community, recognition, and even a publicly listed company willing to build business around it—these are advantages. But running a company truly requires considering R&D, financing, customers, revenue, and the real daily cash outflows. Of course, House of Doge is also advancing payment products, ETF support services, business collaborations, and RWA-related operations. However, whether these plans can bring stable income still needs time to be proven. Let's start with $DOGE. The short positions have been steadily taken down without much fuss in between, which is indeed comfortable. But to be honest with you, watching the order book every day feels worse than losing money. I'm just afraid of a sudden spike in the middle of the night wiping out all the profits. Recently, $DOGE has actually been supported by funds; the spot ETF has seen net inflows for three consecutive weeks, the long-short ratio has reached 1.01.