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After reading, I noted three things. As someone who likes to make lists, when I see "record-breaking," I first note the data, then separate what it can and cannot indicate.
1. According to unfolded citing Coin Metrics data, since 2026 up to November 4, the Ethereum mainnet's daily average transaction volume reached 2.16 million, a historic high. The report states a year-over-year increase of 51%, with 1.44 million in 2025; the daily average active addresses also hit a new high at 899,000, compared to 662,000 in 2025.
2. My judgment is that this is a positive signal for mainnet usage but cannot be directly taken as a bullish guarantee for $ETH price: the combined growth of transaction volume and active addresses is more convincing than looking at transaction count alone. However, addresses do not equal real users; this data set is still insufficient to prove the scale of new users or explain their reasons for coming.
3. What I want to further examine is the transaction composition and usage cost, because an increase in transaction count does not mean each transaction has the same economic value. If the growth comes from sustained application demand, then I would value this record more; this is my speculation, as the material has not provided enough details yet.
This list first notes that "the mainnet is busier," and as for whether the busyness is of quality, I will continue to observe rather than rush to conclusions about the price. Какие конкретно активы из ТОП-200 сегодня ночью потеряли устойчивый аптренд на 3-дневном ТФ. Мы в сегодняшних разборах показали #BTC и #AVAX и их базовые/дополнительные цели. Остальные 6 активов из списка это: - #AERO, - #ENA, - #FIL, - #JUP, - #OKB, - #ONDO. Базовые и дополнительные цели, уровни потенциального слома, зоны ликвидности - на скринах. При этом хотя на этой же свече у 20 активов из ТОП-200 на 3-дневном ТФ появилась первая метка потенциального лоя - среди указанных активов ее имеют Two green blocks squeezed on the same screen, EDGE surges more fiercely, but MERL holds the high points more tightly. Just looking at the gains, attention is easily drawn to EDGE; but placing the trading volume beside it, I’m more willing to bet on MERL as the "stable" pick.
EDGE current price 0.3878, up 16.88%, 24h amplitude 24.41%, trading volume about 1.14 million USDT, 0.95% below the high. The surge is indeed fierce, but this gain comes with a wider amplitude and thinner volume, so I’m not ready to call it stronger yet.
MERL current price 0.03306, up 14.04%, amplitude 14.73%, less eye-catching, but only 0.60% below the high, trading volume about 1.9 million USDT, approximately 1.66 times that of EDGE. I recognize this kind of strength more: smaller gains, thicker volume, and price closer to the high. Of course, thicker volume doesn’t guarantee it will hold later; I’ll reserve judgment on that.
Which signal is more worth watching next: can EDGE continue to widen its gains, or can MERL maintain its position near the high? #OKX星球话题来啦 $EDGE $MERL Morpho ($MORPHO) — Is Decentralized Lending Getting Smarter?
What if crypto lending could become more flexible and efficient? 💰 Morpho is building decentralized lending infrastructure with a focus on improving capital efficiency and allowing customizable lending markets. Its architecture gives developers and users more flexibility when interacting with lending opportunities. The long-term challenge is balancing attractive markets with security and sustainable liquidity.
Do you think decentralThe truth about the CORE roadmap: only the consensus layer has been implemented, the application layer is all "post-2026 continuation
The most solidly implemented part of CORE is only the Satoshi Plus consensus base layer. This chain can produce blocks normally and complete the basic security guarantee of BTC staking. However, the most critical application layer modules of the entire BTCFi flywheel are basically still in the pending implementation stage: lstBTC, AMP asset management protocol, SatPay consumer bank—all marked as "post-2026 continuation," with no large-scale commercial use generating real fee income. The underlying consensus running smoothly ≠ the ecosystem flywheel running smoothly. For the project to achieve token buybacks and hedge against 1981 inflation, the core revenue source is entirely dependent on the application layer: lstBTC liquid staking brings asset circulation, SatPay payments generate fees, and ultimately the profits are used to buy back CORE. But currently, SatPay is still in Beta testing, and the lstBTC ecosystem lacks depth, with no stable cash flow output. Coupled with the trust damage left by the b14g theft and the liquidity shock from Bithumb delisting, the current situation is: the foundation is fixed, but the house above is still at the blueprint stage. Many investors confuse "mainnet running normally" with "application landing and generating revenue," mistakenly taking the success of the underlying consensus as the entire BTCFi narrative being fulfilled 👉 Risk warning: the consensus layer is only the minimum threshold. The focus going forward is on three major signals: lstBTC activity, SatPay official launch, and on-chain buyback records. As long as the application layer continues to be delayed, no matter how grand the roadmap is, it cannot be reversed Starknet ($STRK) — Can Zero-Knowledge Technology Scale Ethereum?
Ethereum needs scalability without sacrificing security. 🔐 Starknet approaches this challenge through zero-knowledge rollup technology, processing transactions outside Ethereum while using cryptographic proofs to support verification. This technology could help applications become more efficient and accessible. However, adoption, decentralization, and user experience remain important challenges.
Will ZK technology become the foLast time, the total liquidation across the entire network was nearly 820 million
This time, the total liquidation across the entire network is 1.17 billion
For the bulls, that's close to 80%
$BTC big coin down 2200 points
$ETH second coin down 170 points
The long positions have suffered heavy losses, most of which were in sleep mode
In situations like this, bottom fishing should be approached with caution
#美国10月CPI前瞻：12月加息预期会否改变？ $SPCX holds steady above 140, with a pullback to 138.4 that doesn't break lower before moving up again. The targets are around 145 and 148. If it rallies then falls back, filling the midpoint of this big bullish candle (around 137–138), as long as it doesn't break below 136.7 (EMA20), it is still a healthy correction. If it breaks below 136.7 again with increased volume, the breakout fails and it returns to the 133–135 consolidation range. Waiting and watching for a while.Pudgy Penguins ($PENGU) — More Than Just a Meme?
Can a meme-inspired project build a lasting consumer brand? 🐧 Pudgy Penguins is an interesting example of how internet culture can expand into NFTs, digital collectibles, merchandise, and community experiences. Its PENGU token connects the ecosystem with a broader crypto audience. The bigger question is whether strong branding can translate into sustainable Web3 adoption.
Can community-driven brands compete with traditional entertainment brandsRKLB Rocket Lab二季度10-Q的现金流量表最底下，“非现金投资和融资活动”那一栏有这样一行。 Accrued issuance costs in connection with Bridge Loan 金额是12,600千美元，也就是1,260万。这是6月28日为了收购Iridium，跟德银、富国谈下的36亿美元过桥贷款的承诺费，正好是36亿的0.35%。二季度利息支出只有58万，Iridium交易的备考报表里，预付款那一行也有一笔-1,260万的调整，说明它6月底还挂在资产上。 9月15日的8-K写，这份承诺 formally terminated in full。同一天，公司宣布8到9月那轮增发卖完，拿到约19.4亿美元。承诺取消以后，挂着的预付款没有东西可摊，三季度多半要转成费用。8-K只提到有费用协议，没写金额怎么入账，这一步是推断。 公司8月给三季度指引的时候，这笔还挂在资产上，指引的数字里多半没算它。按指引中值，营业亏损6,875万，每股-0.075左右，扣一点税报出来是-0.08。1,260万再记进去，按6.51亿股摊，又少0.02左右。增发拿到的19.4亿📊 Market Leadership Shift
Market leadership has rotated from metals to equities and now to Bitcoin this year.
🥇 Gold and silver led during Q1, US equities took over through spring and into July, while BTC has led the market over the past 10 weeks. 📈💪
This shift highlights Bitcoin’s improving relative strength and growing market momentum.
$BTC $XAG $XAU U.S. tech stocks strengthen in pre-market, Alphabet tests Hong Kong dollar and Singapore dollar bonds
On Monday, U.S. tech stocks strengthened in pre-market trading, with the semiconductor sector leading the way. SOXX rose 1.4%, XLK rose 0.6%. Alphabet rose more than 2% pre-market, and OKX market shows $xGOOGL +2.24%.
The news is Bloomberg reported that Alphabet has been in talks with financiers about the possibility of issuing bonds denominated in Hong Kong dollars and Singapore dollars for the first time. The financing move, combined with the pre-market lead, puts pressure on two groups: those watching XGOOGL pre-market fluctuations wanting to chase, and those waiting for confirmation in semiconductor ETFs.
The observation points are very specific: whether the bond issuance will materialize, and at what scale and currency it will be priced. If it really happens, it means the company is paving the way for Asian capital; if it only stays at the discussion stage, then today's 2% is just sentiment. Don't treat talks as an announcement.#BTC与ETH现货ETF单周净流出超16亿美元 Reporting the latest cycle liquidation data! Market bloodbath
BTC and ETH short-term long positions faced concentrated liquidations, let's keep a close watch.
Data breakdown: BTC 1-hour liquidation 332,900 U (longs 325,100), 4-hour 1,741,200 U (longs 1,507,900), 12-hour 5,478,100 U (longs 3,623,200), longs suffered heavily.
ETH even worse: 1-hour liquidation 1,354,300 U (longs 1,340,200), 4-hour 2,887,500 U (longs 2,781,500), 12-hour 6,372,500 U (longs 5,701,400), almost completely crushing longs.
Longs repeatedly battered, liquidity cleared out.
After several days of sideways movement, today the shorts are victorious!!!
BTCUSDT perpetual 66.66x sell positions.
Open the position list and check the stop-loss levels on your longs.
$BTC $ETH $SOL Worldcoin ($WLD) — Can Digital Identity Become AI's Trust Layer?
What happens when the internet needs to distinguish humans from AI? 🌍 Worldcoin is exploring this challenge through World ID, a privacy-focused digital identity system designed to help verify that someone is a unique human. As AI-generated content and automated agents expand, digital identity could become an increasingly important part of the online economy.
Do you think proof of human identity will become essential in the AI er*📈 SOLANA PREPARES TO HOST TOKENIZED STOCKS*
Formation Securities plans to launch Galaxy, Exodus, and Forward Industries stocks on Solana in early 2027 under the SEC regulatory framework.
🏦 Wall Street expands its bet on blockchain-based stock markets.
#Solana #SOL #Tokenización #Blockchain Buying CORE = betting on SatPay's success? The roadmap shows: the consumer entry is still in Beta, don't rush to go All in
SatPay is the core consumer entry in the entire CORE flywheel and the biggest narrative pivot for the market's bet on a price reversal. According to the design logic: users stake BTC/LST to borrow stablecoins, use a debit card for daily consumption, generating fee income, which is ultimately converted into CORE buybacks to hedge against long-term inflation pressure since 1981. But in reality, this highly anticipated product is still in the Beta testing phase, only open to a small invited group for experience, far from large-scale commercial use or generating stable cash flow. The threshold for consumer finance product implementation is very high, facing multiple challenges such as compliance, payment channels, and user acquisition. There is still a long way from Beta to large-scale profitability. Currently, combined with the liquidity shock caused by Bithumb delisting and the trust crisis left by the b14g vulnerability, the overall project roadmap fulfillment rate is low. Buying CORE is essentially a high-risk bet on SatPay running smoothly: only it can bring real fees, making the buyback narrative feasible; if the product is delayed or user scale falls short of expectations, the entire BTCFi flywheel will struggle to turn. Risk reminder: do not heavily All in. Beta version does not equal official launch, PPT narrative does not equal cash flow. Key signals to watch next: Beta to official launch, continuous increase in transaction volume, and normalized buyback records on-chain.I always thought ETH was scattered across millions of wallets, with no single person able to control it.
But today I saw a number: a company called BitMine listed on the NYSE holds 6.07 million ETH, accounting for 4.97% of the total supply. Rounded, that's one-twentieth of all Ethereum locked in one company's account.
What's even more outrageous is its portfolio: $ETH worth $13.56 billion, and only 216 $BTC. Yes, just over two hundred bitcoins. Last week it bought another 9,587, not selling a single one.
My current confusion is, is this a corporate treasury, or a giant whale disguised as a publicly listed company? Bitcoin's latest rebound attempt failed at the door. The token topped out near 76,100 and could not even reclaim 76,500, then slid to roughly 75,500 without a meaningful pickup in volume. That combination matters more than the headline price: rallies are being sold, but the selling itself is not yet capitulating. $BTC is drifting lower on thin participation, which leaves the market vulnerable to a sharp extension rather than a clean bounce. Ethereum looks weaker still. $ETH recovered only to aboBTC daily BOLL lower band has not yet formed a curve, so there is still some room below!
However, do not short, especially below 75k, the risk factor of shorting is extremely high! If you are used to shorting, you will fall into the main force's short trap!
But also don't expect a short-term explosive rise to 80k/85k; it needs to repeatedly oscillate and probe downward in the bottom range, the purpose is to lure shorts. Only when 90% of people are bearish will there be a sudden explosive rise!
The market always moves in the direction with fewer people, so it won't be crowded!Besides the drop in oil prices, US Treasury yields are also falling. If the original plan to start releasing funds from the TGA account in mid to late November goes ahead and liquidity returns, then a rebound should be due around that time. The only question is whether the current long positions will still be held when the rebound begins in about 10 days.Binance Space opened tonight, and the Chief Security Officer first explained why the attack couldn't be stopped
The Binance trio's X Space opened tonight. Chief Security Officer Jimmy Su revealed a detail that hadn't been fully explained before: the attacker used transaction authorizations on-chain, bypassing Binance's withdrawal system, so pausing withdrawals couldn't stop the outflow of funds. It was necessary to issue on-chain transactions to revoke the authorizations.
Why did it take several hours to regain control: Binance's hot wallet uses Multi-Party Computation (MPC), so there isn't a single private key that can immediately revoke authorizations. The team had to temporarily establish a revocation process. The attack used zero-day malware, which the third-party endpoint protection software failed to detect at the time.
Looking ahead to two things: first, they are hiring external security experts to conduct a comprehensive independent review of the October 29 incident, verify the internal investigation conclusions, and propose improvements; second, they are collaborating with leading AI and security companies to establish a security research fund dedicated to studying AI security threats in blockchain. Internal AI tools and development environments will be managed according to critical infrastructure standards going forward.
It took several hours to regain control, and tonight they finally clarified why.$DOGE still looks heavy.
That bounce off 0.06713 is weak as hell. Price is stuck under 0.0705–0.071 and can’t even reclaim the recent range with conviction.
Short setup I’m eyeing:
- Entry: 0.0702 – 0.0708
- Stop: 0.0722
- Targets: 0.0670 → 0.0650 → 0.0625
Keep risk tight. This still smells like a lower-high setup before the next leg down.
$DOGE
#USCPIDecemberRateWatch A New York Stock Exchange-listed company has placed almost its entire balance sheet on Ethereum. The significance of this is more worth watching than price fluctuations.
As of 14:00 EST on November 8, BitMine holds 6,070,092 ETH, valued at approximately $1.356 billion at $2,234 per ETH, accounting for 4.97% of the total ETH supply. In the same disclosure, it holds only 216 $BTC, about $180 million in equity assets, with total assets around $1.43 billion. ETH is almost its entire net worth.
What’s more worth pondering is the pace. Last week, it bought an additional 9,587 ETH. Holding nearly 5% of the supply and adding nearly ten thousand more, the absolute number isn’t shocking, but the direction is clear: no selling, no reduction.
The key is that these 6.07 million ETH are no longer scattered across countless addresses but are on the balance sheet of a single financial entity. Its disclosure rhythm, stock price fluctuations, and accounting treatment will be read by the market as a concentrated sample of ETH supply.
The real variable is not the stock but whether these coins will move. If nearly 5% of holdings enter staking or governance contracts, the voting margins for protocol upgrades could be rewritten. However, public information does not provide average cost or funding sources, so this can only be treated as a starting point for observation.
When ETH holders shift from millions of wallets to a few companies plus millions of wallets, the center of pricing power quietly shifts as well. Although the entire market has been discussing the Nvidia controversy all day today, the more important factor affecting the market—oil prices—is actually falling.
As long as oil prices steadily decline, inflation eases, CPI/PCE and other data look good, interest rate hike expectations weaken, and even Trump's approval rating can recover.
This removes the most important premise that previously caused the market to fall, making other minor details less significant.
So don't be confused by the current noisy chaos; crude oil is the anchor of the market. When oil falls, everything thrives. #英伟达启动独立调查，管理层稳定性受关注 $CL $NVDA Current price 861.3, up 5.04%, 24h low hit 790.1, then pulled back to 861.9. It looks like a rise, but if you look further back, you know this is not a reversal at all. It dropped all the way down from 1427.3, only stopping at 790.1, nearly halving in between. The MA5 above is at 833.8, just recovered, MA10 at 975.7, MA20 at 1123.7, all pressing down from above. This kind of movement is a typical oversold rebound, not a trend recovery. But fundamentally, you really can't say it's bad. Everyone has seen the latest financial report, right? FY2027 Q1: revenue 11.03B, up 378% year-over-year, EPS $49.51, expected only $46.67, directly beat. Q2 guidance is 12.2-12.6B, gross margin still around 85%. The data center segment is even more impressive, 4.8B, up more than 16 times. The company is truly profitable, not just telling stories. So why is it still falling like this? Simply put, it's not the company's own problem, the entire AI sector has been getting hammered recently. Last week SNDK dropped more than 27% in a week, down over 64% from the June high. Plus the recent Jensen Huang situation at Nvidia, the whole AI chain is panicking, funds are flowing out. There's also a new piece of news many haven't noticed: 8-for-1 splitA New York Stock Exchange-listed company has placed almost its entire balance sheet on Ethereum. The significance of this is more worth watching than price fluctuations.
As of 14:00 EST on November 8, BitMine holds 6,070,092 ETH, valued at approximately $1.356 billion at $2,234 per ETH, accounting for 4.97% of the total ETH supply. In the same disclosure, it holds only 216 $BTC, about $180 million in equity assets, with total assets around $1.43 billion. ETH is almost its entire net worth.
What’s more worth pondering is the pace. Last week, it bought an additional 9,587 ETH. Adding nearly ten thousand more while holding close to 5% of the supply is not a huge absolute number, but the direction is clear: no selling, no reduction.
The key is that these 6.07 million ETH are no longer scattered across countless addresses but are on the balance sheet of a single financial entity. Its disclosure rhythm, stock price fluctuations, and accounting treatment will be read by the market as a concentrated sample of ETH supply.
The real variable is not the stock but whether these coins will move. If nearly 5% of holdings enter staking or governance contracts, the voting margins for protocol upgrades could be rewritten. However, public information does not provide average cost or funding sources, so this can only be treated as a starting point for observation.
When ETH holders shift from millions of wallets to a few companies plus millions of wallets, the center of pricing power quietly shifts as well. 🚨 Whale suffers heavy losses at dawn! $140 million long positions forcibly liquidated, yet still continuing to add longs after liquidation?
The market movement at dawn really stunned everyone.
The market suddenly experienced severe volatility, and a whale with an enormous position size faced massive liquidation. According to circulating market data, its long positions suffered a cumulative loss of about $140 million, including:
- $ETH: approximately 63,000 coins, valued at about $135 million
- $BTC: approximately 60.8 coins, valued at about $4.56 million
A sharp drop directly caused this huge leveraged position to pay a heavy price.
But what’s even more surprising is that this whale doesn’t seem to have changed its bullish stance; instead, it continues to maintain long exposure to BTC and ETH.
According to related position data, it currently still holds about $113 million in BTC and ETH long positions, with an unrealized loss of about $12.39 million.
Two key numbers to watch:
- Estimated BTC liquidation price: $72,197
- Estimated ETH liquidation price: $2,004
This means that if the market continues to move downward, these positions still face significant risk.
And there is another important variable right now: the upcoming US October CPI release.
If inflation data exceeds market expectations, it could once again influence market judgments on the Fed’s December rate policy, thereby intensifying short-term volatility in BTC and ETH.
What I’m more concerned about is not how much this whale lost, but why it is still willing to continue bearing such a large market... $ETH looks heavy af right now.
Rejected hard from 2450 and just printed another leg down to 2063. This little bounce to 2120 feels like classic bull trap energy.
Short setup I’m watching:**
- Entry: 2135 – 2160
- Stop: 2245
- Targets: 2060 → 1980 → 1900
Risk small, let the next dump pay. Who else is fading this?
$ETH A single piece of news can shake the entire market, especially when it involves key figures in the field of artificial intelligence.
NVIDIA is not just a chip manufacturer; it is one of the most important pillars of the current AI market.
With news circulating about Jensen Huang and an independent board investigation, market sentiment quickly turned cautious. NVIDIA's stock price fell more than 2% in pre-market trading, and Nasdaq futures also came under pressure.
Why is this matter worth attention?
Because when a major leader in the AI industry is questioned by the market, the impact may extend beyond just one stock. Tech stocks, AI-related investments, and even cryptocurrency market sentiment could be affected.
For Bitcoin, this is a reminder once again: changes in traditional financial markets cannot be ignored. AI-related tokens like TAO, RENDER, and NEAR may also face sentiment-driven volatility.
But please stay rational: short-term uncertainty does not necessarily mean a reversal of the long-term trend.
Do not panic, do not blindly chase highs or sell lows, wait for the market to give a clear direction.
In the crypto market, protecting principal and seeking opportunities are equally important.
#NVIDIA #JensenHuang #Bitcoin #AI #CryptoMarket #OKXOrbit
NFA, DYOR.
#DailyOrbit $SUI is green, but I'm not buying this strength.
Shorts control almost four times more capital than longs, and sellers are still hitting harder than buyers.
The interesting part? Most shorts aren't even making huge profits yet. Bears still have plenty of skin in the game.
I expect SUI to move lower. This bounce looks weak, and the buying pressure isn't convincing me otherwise.Capital Flow: The "Bleeding" of ETFs Systematically Outflows, Yet Long Positions Haven't Decreased
ETF—$1.282 Billion Outflow in a Single Week, the Largest Weekly Outflow Since June
During the week of November 2–6, the US spot Bitcoin ETF saw a net outflow of $1.282 billion, with BlackRock IBIT alone accounting for $1.21 billion, representing 98% of the total outflow. On November 5 and 6, there were consecutive daily outflows exceeding $410 million. All 12 products experienced no net inflow, while Fidelity FBTC bucked the trend with an inflow of $42.8 million, which was negligible. The cumulative fund flow for 2026 has officially turned to a net outflow of approximately $914 million, reversing nearly a year of positive accumulation systemically.
This is not a "rotation"; it is a concentrated institutional withdrawal on a weekly scale.
Derivatives—Long Positions "Haven't Really Decreased," Representing the Most Vulnerable Segment Currently $BTC $ETH $SOL #BTC与ETH现货ETF单周净流出超16亿美元 I seriously reviewed this wave of the market. Bitcoin $BTC has now fallen back below 75,000, and Ethereum $ETH has dropped to around 2,100. Unfortunately, my previous short positions were wiped out by that rebound and didn’t hold until this sunrise! Luckily, I opened shorts again at a high level afterward, which helped me recover a bit!
Earlier, I said a rebound doesn’t mean a reversal and warned that ETF funds were flowing out. I didn’t believe the market would turn bullish just like that, but then Bitcoin suddenly surged to 81,000 and Ethereum touched 2,450, wiping out all shorts with stop losses. The short-term trend was indeed strong then, and I have to admit when I was wrong!
But looking back, the subsequent decline confirmed my doubts about the quality of the rebound. From November 2 to 6, Bitcoin spot ETFs saw a net outflow of about 1.28 billion dollars, and the issue of fund relay has persisted. The problem is, being right about the big picture doesn’t mean you can make the right trades at good entry points. I warned about the rebound but still didn’t avoid it myself!
Now I believe the overall trend is still bearish, but since it just dropped sharply, I won’t chase shorts. There’s still turmoil in tech stocks outside, and CPI data is coming tomorrow night. Let the market shake out first and wait for the data to settle!A New York Stock Exchange-listed company has placed almost its entire balance sheet on Ethereum. The significance of this is more worth watching than price fluctuations.
As of 14:00 EST on November 8, BitMine holds 6,070,092 ETH, valued at approximately $1.356 billion at $2,234 per ETH, accounting for 4.97% of the total ETH supply. In the same disclosure, it holds only 216 $BTC, about $180 million in equity assets, with total assets around $1.43 billion. ETH is almost its entire net worth.
What’s more worth pondering is the pace. Last week, it bought an additional 9,587 ETH. Adding nearly ten thousand more while holding close to 5% of the supply is not a huge absolute number, but the direction is clear: no selling, no reduction.
The key is that these 6.07 million ETH are no longer scattered across countless addresses but are on the balance sheet of a single financial entity. Its disclosure rhythm, stock price fluctuations, and accounting treatment will be read by the market as a concentrated sample of ETH supply.
The real variable is not the stock but whether these coins will move. If nearly 5% of holdings enter staking or governance contracts, the voting margins for protocol upgrades could be rewritten. However, public information does not provide average cost or funding sources, so this can only be treated as a starting point for observation.
When ETH holders shift from millions of wallets to a few companies plus millions of wallets, the center of pricing power quietly shifts as well. $SOL SHORT SETUP – WEAK BOUNCE, BIG DROP STILL IN PLAY.
Just like BTC, Solana got smoked from 98 and is now struggling under 88–89 after tagging 84.98 lows.
**Setup (4H):**
- **Entry:** 87.80 – 88.50 (on any weak relief bounce)
- **Stop Loss:** 90.20 (above recent swing)
- **TP1:** 84.50
- **TP2:** 82.00
- **TP3:** 79.50
Risk 1–1.5%. Don’t let this fake bounce trap you.
Who’s fading this strength with me? 📉
#TechStocksReboundWatch Once a trend forms, it does not end easily. $AEON four-hour death cross downward, one-hour rebound weak, bears continue.
Short at 0.02605, 20x leverage, mark at 0.02491, +87.52%, position open.
Rebound at 0.0258-0.02605 still watchable, stop loss at 0.0265, take profit at 0.02491/0.0235.
Do not go against the trend before the golden cross breaks resistance. 20x leverage, lightly hold for swing trading.
Community tracks the trend, follows the direction, continue to ride the trend next time. $BTC $ETH #美国10月CPI前瞻：12月加息预期会否改变？ $BTC SHORT SETUP THE DUMP ISN’T OVER
Price just got rejected hard from 81.2k and is sitting right under 74.5–75k resistance after tagging 73.5k lows.
**Setup (4H):**
- **Entry:** 74,600 – 75,000 (on any weak bounce)
- **Stop Loss:** 76,150 (above recent structure)
- **TP1:** 73,000
- **TP2:** 71,500
- **TP3:** 69,800
Risk 1–1.5%. Let the next leg down pay you.
Who’s riding this short with me? 📉
#USCPIDecemberRateWatch $TAO — Bittensor where participants contribute digital resources and are rewarded according to network-defined incentives. This creates an alternative model for organizing AI services. The important research questions are the quality of outputs, incentive integrity, subnet demand, and economic sustainability. Bittensor coordinates decentralized machine-learning markets through subnet-based networks, where participants contribute digital resources and are rewarded according to network-defined incNever expected to reach 73k in this way... North Korean hackers and the US circuit breakers aren't as fierce as Huang Renxun's moves. I originally planned to go all-in on a black swan event, only to realize this is the real black swan 😭 This morning, retail investors were still very bullish, but the main players withdrew all large orders above 65k. Now retail is still enthusiastically long, while the main players have placed large orders at 70k. Strong altcoins are no longer hitting recent lows区块链备案、算法备案迎来系统调整，涉及相关业务的企业和开发者需要注意了。 11月9日消息，国家互联网信息办公室即日起启用全新的 “互联网新技术新应用信息服务备案系统”（beian.cac.gov.cn）。 与此同时，原有的两个系统正式停用： 互联网信息服务算法备案系统； 区块链信息服务备案管理系统。 这意味着，相关备案业务将统一通过新系统办理。 一、区块链备案有哪些要求？ 上海网信办发布的备案答疑明确了多项注意事项： 服务名称： 不得包含“虚拟货币”“交易所”“ICO”等相关词汇； 业务范围： 涉及虚拟货币发行、交易或ICO业务，将影响备案申请； 服务器部署： 服务器部署在境外，可能影响备案； ICP备案： 尚未完成ICP备案，也会影响申请； BaaS平台： 区块链即服务平台同样需要履行备案要求。 对于区块链项目方、技术服务商和企业开发者来说，备案不只是提交材料，还需要关注服务名称、实际业务内容和基础设施部署情况。 二、AI应用也有新的登记要求 此次调整不仅涉及区块链，也覆盖生成式人工智能服务。 通过API调用已经备案的大模型，并面向公众提供具有舆论属性或社会动员能力的生成式AI应用，🚨Urgent: 🇺🇸 PNC Bank, valued at $410 billion, partners with Coinbase to offer digital stablecoin payments.
#مسؤول at the Federal Reserve says inflation remains the biggest risk #NVIDIA Launches Independent Investigation, Management Stability Under Scrutiny
NVIDIA has initiated an independent investigation, with management stability becoming the focal point.
The NVIDIA board has launched an independent investigation led by independent directors, primarily to verify whether Jensen Huang has become a target of foreign intelligence due to personal misconduct allegations. The current stance is "no evidence of national security or company secrets being compromised," and Jensen Huang remains CEO.
The market's concern is never about the gossip itself, but rather the **"Jensen Huang = NVIDIA" governance structure**: 30 years at the helm, no public successor, founder deeply tied to China compliance and client relationships. If the investigation drags on or uncovers compliance issues, it will trigger "key person risk"—heightened regulation, cautious clients, and stock price discounting.
In the short term, attention is on the November 17 earnings call and the November 18 congressional briefing; in the medium term, whether the investigation's conclusion is limited to personal misconduct. NVIDIA wants to use the independent investigation to separate "founder risk" from the company machinery, but the market is skeptical—**it's too much like a one-person company, inherently hard to separate**. Fundamentals remain strong, but governance premium is set to decline. $BTC [Crude oil falls nearly 5% in a single day, Middle East war premium is rapidly fading]
Brent $BZ and WTI $CL both plunged simultaneously, with the most direct reason being Trump's signal to temporarily hold back further military strikes on Iran. The market had previously added a high Middle East supply disruption premium to crude oil, which is now being unwound. Brent has already fallen about 16% last week, marking the worst weekly performance since the 2020 pandemic.
Middle East crude oil export flows are recovering, global supply is gradually easing, and high oil prices are suppressing demand. JPMorgan estimates that global crude oil supply in October may exceed demand by about 1.4 million barrels per day. In other words, the oil price decline is not only due to the cooling of war risks but also because supply and demand themselves no longer support the previous high prices. This is the fundamental pressure behind this round of decline.
For the market, the oil price drop helps alleviate energy inflation pressure, theoretically giving the Federal Reserve more policy space and reducing corporate costs. However, with strong non-farm payroll data and still tight interest rate expectations, we cannot expect the oil price decline to immediately reverse the risk asset trend. Crude oil is shifting from geopolitical conflict pricing to supply and demand pricing; as long as the Strait of Hormuz transportation does not sustainably recover, the war premium still has the potential to rebound.
#美伊外交斡旋持续，霍尔木兹通航分歧待解 $CORE speaks with real data. When you hear someone say that the daily trading volume on a CEX is just tens of dollars, think about it logically. A public chain like CORE with a daily trading volume of only tens of dollars no longer exists. The fact is that CORE's CEX daily transaction volume is in the millions of dollars. This is the real data. There are still 18 global exchanges, and European and Asian trading volume only accounts for 30%.$FIL Breaking: The core clearing and settlement layer of the upcoming NYSE-affiliated tokenized securities platform will be built on Avalanche technology.
Avalanche will support the platform's clearinghouse, enabling the development of 24/7 trading, clearing, and settlement infrastructure.
This is a milestone step towards the next generation of global financial markets. Will the next step be recording RWA on FIL?? #BTC与ETH现货ETF单周净流出超16亿美元
The leader has something to say
I came across this ETF fund data, and the numbers are a bit scary: According to Farside data, from November 2 to 6, the net outflow of US spot BTC ETFs was about 1.282 billion, and ETH ETFs had a net outflow of about 365 million, totaling 1.647 billion USD. BlackRock IBIT had a weekly outflow of 1.009 billion, and ETHA outflowed 346 million. There was a brief inflow on November 4 for one day, then the next two trading days saw synchronized outflows again. BTC is down 0.42% today, ETH down 0.39%.
My interpretation is: This is institutions voting with their feet. Non-farm payrolls surprised negatively, December rate hike probability is 80%, ETF funds have net outflow for the second consecutive week, with a scale six times that of the previous week, and IBIT has become the main source of selling pressure. The community bluntly says: ETFs are shifting from the demand side to the supply side. For the crypto space, this means the market is supported by retail and on-chain traders, lacking institutional funds to catch the fall; BTC falling from 80,000 back to 75,000 perfectly matches this outflow rhythm.
BTC current price is about 75,000, consolidating Monday night. My approach: ETF outflow is a slow variable, but it determines the rebound height; do not chase if 75,000 is held, if it breaks below 74,500 look down to 73,000. Tonight RKLB and ASTS earnings reports, wait for US stock market open to decide direction.
The above analysis is time-sensitive, please stay safe. $BTC $ETH $SOL Mainstream Coins This Week: Narratives Shifting Gears (๑•̀ㅂ•́)و✧
The focus for BTC, ETH, and SOL this week isn’t on "buzz," but on the subtle changes in pricing logic.
For BTC, Cathie Wood has loosened the "digital gold" constraint: it doesn’t have to move in sync with gold and still has room to break through relative to gold. My understanding is that BTC should establish its own rhythm instead of always being led by gold and the US stock market.
For ETH, Vitalik has shifted the valuation discussion from "burn volume" back to real demand, especially emphasizing the external economic activity brought by RWA. Burn volume speaks to scarcity, but external income is what can set the floor.
For SOL, Samsung Wallet’s stablecoin account has launched, Schroders has partnered with Centrifuge to push an emerging market debt fund, and October’s ecosystem application revenue reached $153 million. Traditional finance’s continued entry carries more weight than mere ecosystem hype.
Overall, I remain optimistic: the positives are accumulating, and next it depends on whether BTC, ETH, and SOL can translate these fundamental changes into market moves ٩(ˊᗜˋ*)و
$BTC $ETH $SOL
#美国10月CPI前瞻：12月加息预期会否改变？ $BTC has fallen back to around $75,400. More concerning than the drop itself is the continued outflow of money from the US spot ETF!
Glassnode data shows that since May, the average daily trading volume of the US spot BTC ETF is about $1.3 billion, only one-third of the previous active phase. The original report counted a net outflow of nearly $1 billion over two weeks. Updated to November 6, there was a net outflow of $1.282 billion in just five trading days from November 2 to 6!
Interestingly, another set of Glassnode data from the same period shows that the combined trading volume of spot exchanges and ETFs is still about 50% higher than before the August rally. On-exchange trading hasn't stopped, but active trading and new capital inflows are two completely different things.
Some say ETF funds often follow price movements and are not leading indicators. That makes sense, but continuous redemptions could also weaken spot demand, so it can't be lightly dismissed as just a "lagging indicator." Now that BTC has returned to $75,400, it has already fallen below the short-term holder cost zone of about $75,700, and the true market average of $77,700 has yet to be recovered.
I still tend to interpret this round of movement as a complex adjustment in the early stage of a bull market, but we can't ignore the current capital pressure just because of long-term optimism.
What really matters is: whether key support can be regained, when ETF outflows will slow, and whether spot buying can take over. The early bull phase can progress slowly, but we can't always expect on-exchange funds to carry themselves!Don't treat tomorrow's CPI as a reversal.
$BTC is stuck sideways around 74,000, and many people have already started fantasizing "it will take off as soon as the data softens"—this kind of muscle memory is the easiest to get cut by.
My own probabilities: a decent rebound only 10%; shallow pullback 45%, flat 25%, leaning towards a drop 20%.
The December rate hike is almost 80% priced in, and meeting expectations isn't necessarily truly bullish.
Comment below: are you betting on a bounce or a drop?
#美国10月CPI前瞻：12月加息预期会否改变？ $SOL dropped from $96 to $88.30, then stayed trapped between $89–$90.50. Over 30 hours, it gained just $0.03, recovering only 1.5% from its low. The sharp drop wiped out leveraged longs, while the current tight range shows market indecision. ⚠️ Low volatility doesn't mean low risk. A breakout could trigger strong moves in either direction. Watch the $89 support and $90.50 resistance. #SOL #Solana #BTC #ETH #CryptoMarket$XAU Direction: Short
· Entry: Short when the rebound is resisted near 4135 - 4140 (close to the resistance just above the current price).
· Stop Loss: Firmly stop loss if it breaks through 4145 (above the previous high).
· Take Profit: First target 4080, second target 4045 (near the previous low).
⚠️ Reminder: The price is approaching the previous high resistance again, MACD red bars above the zero line are shortening and momentum is weakening, beware of a double top pullback. Do not short directly; wait for rebound resistance confirmation, use light positions with stop loss.