戎猫
戎猫
🐱戎猫，全平台同名｜10年美股&加密衍生品交易经验，主做BTC/ETH趋势滚仓｜大厂高级技术专家，探索AI驱动的加密投研交易｜长期实盘，风控优先，先验证再交易。
7Following
1.6Kfollowers
Feed
Livestream
Feed
Pinned
My AI investment research assistant CatEye: It sees the direction, I make the decisions
Hello everyone, I am Rongmao. I have been trading US stocks and crypto derivatives for 10 years. Currently, I mainly do trend rolling with BTC and ETH, always with real funds, and risk control is my top priority. My main job is a senior technical expert at a major company, and in the past two years, I have been exploring how to use AI for crypto investment research and trading. People often ask me what exactly AI handles in my trading and which decisions I still have to make myself. Today, I want to take this opportunity to talk about it. To be clear, I use AI to assist with trend trading, not high-frequency quant trading. I named my AI investment research assistant CatEye. I mainly have it help me organize information, analyze market conditions, see the big market direction over a period of time, and check whether the conditions supporting this direction have changed. 1. Give AI more of one type of data: market prediction. In the past, when looking at the economic environment, we mainly referred to data like CPI, non-farm employment, and unemployment rate. These are important but reflect past conditions and have a time lag when released. For trend trading, I also want to know what people expect to happen next and whether expectations are changing. So I add another type of data to CatEye, which is prediction markets like Polymarket. Simply put, it looks at what people are betting on with real money and compares that with macro data, news, and actual prices. For example, if employment data weakens and people start discussing rate cuts, I have CatEye check whether the rate cut expectations in the prediction market have changed, and so on.
It currently feels more like digestion after an airstrike. Yesterday, the ETF finally turned positive, with a net inflow of about 75 million — FBTC is absorbing aggressively, while IBIT is still selling; don't mistake this for institutions buying wildly across the board. Money is starting to flow back, risk sentiment has eased a bit, and the price of $BTC is hovering around 80,000 near those two daily moving averages. It doesn't feel like a bottoming process; after the squeeze, someone is absorbing and gathering strength. The mid-to-long term is very clear: buy the dip!!!
The Democratic Party took control of Congress. BTC smashed through 75,700 this morning, then violently V-shaped back, now hovering back at 78,300. After this wave of consolidation, it looks like it's gathering strength—the blue line at 77,700 has been retested, and 80,000 is still holding. Will it continue to surge, or will the ISM at 11 PM tonight deliver another blow?
#美国中期选举：民主党赢得国会两院控制权
Breaking! A little rocket surge tonight 🚀
+1.6K
+20.61%Snapshot at Nov 02, 2026, 21:45
$BTC dropped below 76k due to a hacker incident, capturing long liquidity, and has been hovering around this level over the weekend. It touched upward around midday, currently pulling back to the 4H EMA20, with resistance still at 79,170 and 80,450 above. Don't rush to call a reversal yet.
Tomorrow is the midterm election, which basically boils down to whether Trump can maintain congressional influence. If the Democrats sweep (about 95% in the House and just over 70% in the Senate according to Poly), the narrative of easing regulations will cool off, and $BTC is more likely to continue consolidating; if the Republicans hold the Senate, there's a better chance to push against the two resistance levels above. What's more worrying is whether there will be actual military action against Iran after the election. If a war breaks out, crypto won't be able to stay unaffected.
This time, looking at Palantir's earnings report, the biggest risk is not poor performance, but rather "not exceeding expectations enough." Currently, with a market value of about $442.4 billion, it corresponds to approximately 77 times the trailing sales ratio and 157 times the trailing P/E ratio. The high growth for the next few years has already been priced in. The apparent expectations are revenue of $2.18 billion and EPS of $0.41, but the real threshold might be closer to $2.28 billion and $0.44. Even if both beat, as long as growth slows or Q4 guidance is weak, the stock price could still fall.
#Palantir财报前瞻：高增长能否支撑高估值
Tonight at 20:30, GDP+PCE will be released simultaneously. Wash's pause is just halftime — check this test paper for the December path. The market is stuck grinding at 80,000: Polymarket closing $BTC still stands above 80,000 about 60%, touching 81k about 40%, pulling back to 79k about 25%. Don't chase the noise during the event window; do you trust the threshold to hold, or will it be pressed down a bit more first?
Tonight at 2 AM (Beijing 10-29 02:00) is the FOMC meeting. The market pricing for no rate change has already reached 95.6%—what we really need to listen for is whether the Wash press conference will lock in the December path. No rate hike now doesn’t mean the liquidity tap will be turned on immediately; whether liquidity loosens depends on what he says about the next steps.
$BTC trading is simple: avoid chasing noise 15 minutes before and after the event window. The daily chart is still below EMA20, the structure isn’t fixed yet, so wait for a pullback and a solid hold before talking about a hike. Do you think tonight’s wording will be hawkish or dovish?
#10月FOMC利率决议即将公布
Recently saw a case of Agent DIY digital devices, and I happened to have an old Kindle lying around at home, which felt like a waste. I didn’t want my phone screen to stay on all the time while watching the market, so I turned it into an e-ink market ticker screen—real-time updates for BTC, ETH, and gold prices. The Mac handles data fetching, and the Kindle handles monitoring.
It’s open source, called TideTicker. If you have an old Kindle, you can try it out. The Mac menu bar can also permanently display two price quotes.
The weekend saw heavy rain, oil surged first, and $BTC dropped into two pits—around 79.2 and this morning at 79.4. The chart looks like it's drawing a W, but it's not confirmed yet. On Monday, oil retraced, and the short term is still consolidating. Right now, it's like a tug-of-war at the 80k line, with the rope swinging back and forth, and neither side has pulled the other down yet.
That's the harshness of tug-of-war: during the stalemate, it swings back and forth, but once one side dominates, both the person and the rope surge forward with momentum. Pulling above the neckline around 81.1 would make the W pattern more credible, then watch 81.8; if 80k breaks first, don't be surprised if it accelerates down to those two pits, and the W pattern will be put on hold. This week also has FOMC, GDP, and PCE events. If we get through those, I'm still bullish long-term—just depends on which way this rope will fall first.
