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$ETC runs ~159 TH/s (Oct 14, Kryptex). During the Aug 2020 attacks, Crypto51 had it near 2 TH/s and a 1-hour attack at about $4,860. That’s 80x more hash.
But pool share isn’t the number that matters. Attackers rented 51%, they didn’t own it. Tracked pools on MiningBoard cover under 40% of ETC hash.
Cost scales with hash times rental price, so the 2020 figure is dead. What I can’t verify is how much Etchash is rentable today.
#NetflixQ3AdsAndMargins 🔍 Why does 80,000 seem like a strong support? This market move has laid out the evidence
CPI and PPI both came in hotter than expected, and $BTC once dropped to 79,800. Many thought it would break down, but the price didn’t stay long near 80,000 before buying pressure pushed it back above 81,000, completing a rebound within a few hours. This kind of "drop and catch" is more convincing than just looking at price levels.
I regard the area around 80,000 as a key defensive line, based on three reasons:
1. Macro shows signs of easing. Warsh has not issued a clear rate hike signal, and the probability of a rate hike in October has been revised down to 15%. Yields remain high, but the hawkish stance hasn’t intensified. When macro conditions don’t worsen, this level is easier to defend.
2. Multiple technical factors converge. The uptrend line is around 80,400, and the 50-day moving average is nearby; the average cost for spot ETFs is about 81,500–82,300. If broken, many institutional positions turn to losses, and there have been obvious buy orders on the order book.
3. Capital flow shows support. Overall ETF outflows in October mean institutional buying isn’t strong, but reports show whales leaning more towards accumulation this week, and spot order books have support orders near 80,000. The price holding up despite institutional caution indicates other buyers are active.
In terms of trading, I prefer to treat this range as an observation anchor rather than chasing rallies or selling off. Weekend liquidity is thin and prone to spikes. Do you think 80,000 can hold this time?
This article is for market analysis only and does not constitute investment advice.
#US CPI and PPI both exceed expectations, will there be another rate hike this year? BTC holds 80,000, ZEC is bleeding
Bitcoin: 80,000 is the bottom line, but don't rush to call a bull market.
BTC is currently around $81,500, down 0.7% in 24 hours. It briefly fell below 80,000 on Friday but quickly recovered, indicating support at this level. However, the rebound quality is mediocre—ETF funds have not followed.
This week's ETF flows have been like a roller coaster: outflow of 65.4 million on the 12th, inflow of 175.7 million on the 13th, and outflow of 261.4 million on the 14th. Institutions are repeatedly testing, with no consistent direction formed.
A key coordinate: the 20-month moving average is at $87,165, and BTC is testing this long-term trendline from below. Historically, breaking through this level often leads to a new cycle high, but in the short term, it coincides with the 2026 opening price of $87,490, creating heavy selling pressure.
My view: As long as 80,000 holds, BTC is in weak consolidation, not a crash. But until it recovers to 83,000-85,000, don't chase altcoins. Liquidity is thin over the weekend, so don't mistake small rebounds for reversals.
$ZEC: currently trading in the $1,141-1,169 range, down 5-8% in 24 hours, with an intraday drop exceeding 7%. Within four hours, it slid from 1,193 to 1,141, liquidating $350,000 in long positions and only $30,000 in shorts. Leveraged longs are being systematically liquidated.
Technically, 1,229-1,288 is a strong resistance zone; rebounds are rejected here, forming lower highs. Below, 1,080-1,059 is a short-term watch zone; breaking below will deepen the correction. #机构资金持续流出，BTC能否企稳？ 再不做趋势单就没机会了，别总想着卡在最后一波下跌，你要能接受买入会浮亏40%左右，7.8万我一直认为会来，这概率很大，但同样它也有概率不来。
极端情况下7.4万或许是插针下来的，7.4万下方是7.2万左右稳稳的能防守住，也就是说你的强平必须低于6万以下，这是最健康及稳妥的做单方式，防止黑天鹅。
如果你的本金不够支撑你强大的欲望，那么我希望你理智些，降低你的欲望，因为你现在还不配拥有那么大的欲望。
如果你比较激进，那也不能高于7万的强平，做单做的是仓位管理。
永远不要跟那些紧挨着强平的人学习，他们都是赌狗，不是交易员，君子应不立于危墙之下。
还有不要跟什么策略群，他们都是为了赚返佣，给你点位让你频繁开单，让你来来回回打损，你一天开单个三四个来回，群里几十个人一样操作，群主就能天天会所嫩模。
你切记，没人在意你死活，你必须活下来，你才能给币圈做贡献。
$BTC $ETH $SOL 通胀数据烫手，市场却在开派对，这画面是不是有点割裂？ 这种热闹，到底是情绪修复，还是结构性诱多？ 昨晚看盘有种很微妙的感觉。美国9月PPI同比6.3%、CPI同比3.7%，双双超预期，按常理加息押注该往上走。但Wash在16号的讲话既没预测未来利率决定，也没透露10月是否动手，Daly和Goolsbee同样偏谨慎。结果市场直接把10月加息概率压到15%。数据在喊热，官员在拖时间，价格却先涨为敬。 我看这波更像波动阶段的情绪释放，而不是趋势确认。加息预期降温让美元和美债收益率喘了口气，风险偏好短暂回血，BTC在82,000附近晃，上方83,500到84,500是硬阻力，下方81,500到82,000是短期支撑。往上需要放量突破才有效，往下只要官员一句鹰派表态就可能回踩。 偏多路径在于：预期降温给市场争取了时间窗口，只要不再出更热的数据，情绪能慢慢修复。但风险也明摆着——PPI和CPI连续偏热说明通胀根子没除，年内再加一次仍在桌面上。这种"数据热、表态软"的组合，最容易让提前计价的多头在官员转鹰时被打个措手不及。 山寨这边更明显。大盘若因预期降温反弹，ZEC可能跟着弹，但它上方1.273到#奈飞增长或放缓，广告业务成新看点
Everyone needs to pay attention
5 verification signals on the earnings night
1. Whether advertising revenue is ≥ 800 million and the full-year target of 3 billion is revised upward — the core of the bull story, with the highest weight.
2. Whether Q4 revenue/profit margin guidance is revised upward — it was just lowered in July; another cut would directly crash the stock; only an upward revision can reverse expectations.
3. Qualitative comments in the call on churn, US and Canada subscribers, and viewing time — whether they admit engagement has stabilized or continue to vaguely pass it off as "healthy."
4. Whether operating profit margin stabilizes at 33% and provides profit margin direction for 2027.
5. Pricing stance: whether it hints at a new round of price increases, and whether the price increase is accompanied by concerns about rising churn.$SAND 单日暴涨 13%！利空出尽 + AI 叙事 + 空头挤压，三重共振爆发！
家人们，SAND 这波暴力拉升背后，逻辑链非常清晰，三个核心驱动共振：
1️⃣ 利空出尽，韩国资金通道重开 🇰🇷
跨链桥漏洞曾让 Upbit 挂出长期投资警告，韩国机构资金被挡在门外。9月8日补偿申领正式开放，金库 1:1 全额赔付且不增发新代币。Upbit 移除警告后，本地增量资金直接涌入。
2️⃣ 叙事升级：从“元宇宙”切换到“AI 创作” 🤖
Sandbox 3.0 路线图引入 AI 与 VibeCoding，AI 游戏引擎 Studio 大幅降低创作门槛。叠加移动端 NEXT 测试上线、Alpha 第7季 UGC 竞速，生态可玩性正在实质性改善。
3️⃣ 空头挤压放大涨幅 ⚡
未平仓合约一度达到市值的 6.4 倍，空头结构极度拥挤。利好落地后空头集中爆仓（24h 空头爆仓约 377 万美元），轧空将涨幅直接放大。
一句话总结： 合规风险清零 + AI 叙事换挡 + 衍生品轧空，SAND 这波是“基本面 + 资金面”的戴维斯双击。#Meta巨额AI投入进入回报检验期 麻吉的结局，比他的仓位更有信息量。
这个人不是新手。从5.6万滚到1225万，四个月的事；从1225万回到2万，一天的事。$ETH跌破2400之后被清算，不是他看错了方向，是他死在了杠杆上。25倍全仓，价格反向走不到4%就是死刑，而$ETH从2500跌到2400以下，连一个像样的反弹都没给。
更扎心的是，他爆完之后，$ETH的多空比还在往上走。散户多空比已经飙到2.33，越跌越加，资金费率转正——多头在付钱给空头，求着对方接自己的单。这不是“2400铁底”，这是铁底上面站满了人，底下是空的。
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宏观那头，也没有给多头递梯子。
CPI 3.7%、PPI 6.3%，双双超预期，10月加息概率一度从17.7%冲到29.3%。虽然最新的FedWatch又回落到17%附近，看上去“松了一口”，但这个回落不是通胀降温带来的，是市场在赌美联储不敢在股市熔断、日经跌5%、KOSPI跌7.5%的时候再补一刀。赌的是央行的恐惧，不是数据的转好。
$BTC ETF近7日净流出1.46亿美元，$ETH ETF净流出2.5亿美元。价格在81,000附近横着，钱却在往外走。这种“价横钱走”的结构，比直接破位更磨人——它不给你痛快的止损信号，只让你在“好像守住了”的幻觉里一点点失血。
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三个位置，盯死就够了。
$BTC 81,000。周五一度跌破8万后收回来，说明8万有承接，但反弹质量很差，ETF没跟量。81,000如果再次跌破且收不回去，8万那层纸一捅就穿。
$ETH 2,400。麻吉在这里倒下的，散户在这里扎堆的，资金费率在这里转正的。同一个位置，同一批人，同一件事——如果2400再破，不是“铁底”，是“踩踏线”。
$SOL 100。下方105到100是清算密集区，24小时多头爆仓4061万，空头只有300万。多头拥挤度摆在那里，100一旦失守，连锁反应比$BTC和$ETH更暴力。
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结论只有一句话：现在不是比谁看得准，是比谁活得久。
麻吉用3668万美元的累计亏损买了一个教训——方向对了没用，杠杆会先把你带走。散户多空比2.33、2.39，资金费率贴着零甚至转正，这些数字翻译成人话就是：多头还没死透，杠杆还没清完，抄底的人还在排队当燃料。
不接飞刀，不赌铁底。等爆仓数据冷下来，等资金费率重新趴回零轴附近，等一根缩量横住的K线出来，再决定要不要把手指放上扳机。
活着，才有资格谈下一轮。
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链上数据存在延迟，以上仅为市场结构观察，不构成交易建议。杠杆是刀，握哪边都割手。
#特斯拉发布新一代Roadster，行情走高 #美国CPI与PPI双超预期，年内能否再加息？ #SpaceX上市后首份完整季度财报将揭晓 #MSCI新规冲击财库股，Strategy公开反对 $MSTR
规则 10/15 已经敲定，反对是在敲定之后发出的。
▪️ 10/15 美东，MSCI 敲定指数资格新规
▪️ 标准从「数字资产占总资产比例」改成「是否从事实质性经营业务」
▪️ 11 月指数审议起适用，12/1 生效
▪️ 14 家加密公司进入潜在影响名单，含 Strategy、Metaplanet、Upexi
▪️ 摩根大通估算被动基金或被迫卖出 28 亿美元 MSTR
▪️ 公司主张自己是拥有软件业务的实体企业，财库是独立部门
▪️ 10/16 MSTR −7.05%
分歧不在剔不剔，在新规改的是比例还是性质。
比例是一个可以调的数，少买币就能压下去；性质是一件不能调的事，要证明自己有业务。前者给被编入者留了操作空间，后者只留下举证责任。MSCI 是编制方不是监管方，改方法不需要被编入者同意。
方向给观望 —— 11 月审议名单出来才算落地；只发声明不改披露则反对没有受理窗口。标题：多头正在被凌迟，不是出清。别接这把飞刀。
$BTC 81595，$ETH 2420，$SOL 104。跌得不多，但疼。
疼的不是价格，是合约里那批还没走的人。24小时全网爆仓3.33亿，多单爆了2.22亿，$BTC多单5755万，$ETH多单3649万。数字摆在这儿，但真正让我后背发凉的不是爆了多少，是爆完之后，仓位还在。
消息面：最恶心的组合，不是利空，是利空出了价格没崩
美国9月CPI和PPI双超预期，PPI环比1.3%，2022年3月以来最大单月涨幅。按正常剧本，这种数据出来风险资产应该直接躺下。但沃什在IMF年会上说了一句“不预判会议结果”，直接把10月加息概率从25%以上摁到了15%左右。
于是你看到了一个极其拧巴的盘面：通胀数据很硬，加息预期反而软了，但$BTC连84000都摸不回去。这说明什么？说明市场不是不怕加息了，是连怕的力气都没了。利空落地却没有反弹，比利空本身更危险。ETF那边也在用脚投票，10月16日比特币现货ETF净流出8239万，贝莱德IBIT一家就走了7178万，以太坊ETF同期流出6968万。机构在撤，散户在扛，两条线各走各的。
行情/合约面：多头不是在“洗盘”，是在被慢慢放血
看多空比。$BTC 1.86还算克制，$ETH 2.33，$SOL 2.39——散户多头在$ETH和$SOL上明显更拥挤。但看资金费率就露馅了：$ETH费率+0.0044%，年化4.8%；$SOL 0.0003%，年化0.4%。翻译成人话：你扛着多单，几乎收不到什么利息，纯粹靠“2400是铁底”“100是铁底”的信念在撑。信仰不产生现金流，只产生对手盘。
最关键的信号在OI。本周多头清算占了近80%，6.6亿美元的多单被干掉，但$BTC的未平仓合约只降了0.14%。爆了这么多，仓位没少，说明有人在爆仓的同时又摸进去了。杠杆没有退净，只是换了一批人扛。这不是“出清”，这是凌迟。每往下磨一百点，割一批，再换一批进来，再割。
81000、2400、100，这三个位置不是“支撑”，是多头最后的脸面。守住，震荡继续磨；跌破，上面那批靠信仰扛单的人会被迫交出筹码，连环踩踏不需要理由，OI本身就是理由。
结论就一句话：继续空仓。
不接飞刀，不赌铁底。等数据降温，等盘面缩量横住，等OI真正掉下来、费率归到零以下，再谈进场的事。现在冲进去抄底的，大概率不是猎人，是下一批被挂在树上的人。
#特斯拉发布新一代Roadster，行情走高 #美国CPI与PPI双超预期，年内能否再加息？ #SpaceX上市后首份完整季度财报将揭晓 Dear, Netflix $NFLX will release its earnings report after the U.S. market closes on October 20. Moonlight is cautiously optimistic this time!👀
The company expects Q3 revenue of $12.86 billion, a year-on-year increase of about 12%, with an operating margin expected at 33.2%.
Moonlight's forecast is:
Performance close to expectations, profit may slightly exceed, advertising monetization is a key observation point.
However, last year's same period had tax expenses that lowered the profit margiThe whole screen is shouting that the bulls are being killed, but I actually think that the shorts adding positions upwards now are more dangerous.
The direction of the liquidation heatmap is correct; there are indeed more shorts above ETH than bulls below. The bulls' leverage has been washed out once, with open interest shrinking from 20 billion to 15 billion, while shorts keep piling up. To put it simply, this structure means the shorts are fueling the rebound. But don't take the "546 million" figure too seriously; the heatmap estimates dynamically based on leverage and exchanges, and it varies a lot at different times, so using it to infer the short squeeze scale is unreliable.
I'm watching 2500–2510. This is the first window where short liquidation density starts to rise. If it holds steady, stop-loss orders may trigger a chain reaction; if it keeps testing but doesn't break, the squeeze will be postponed.
Don't over-interpret the macro either. CPI at 2.6% beating expectations, Brent crude hitting 110, and rising rate hike bets are real, but the market is mostly pricing in "pause then move," not continuous hikes immediately. The same goes for ETFs: a single-day outflow of 82.41 million, but the same batch of products previously saw an inflow of 175.7 million. Without sustained institutional support, how far the short squeeze can burn depends on whether spot buying steps in.
The fear index is 25, extreme fear. At this point, just focusing on whether "80,000 breaks or not" isn't very meaningful. Shorts are adding, bulls are reducing, the structure has already changed. 2500–2510 is the first verification window. $BTC $ETH 双超预期≠马上加息？市场先松一口气😮💨
CPI、PPI双双超预期，按理说该给市场泼冷水，但沃什在曼谷IMF会议、静默期前的最后一次讲话，偏偏没聊利率路径，也没放鹰，只强调稳物价。市场立刻换了解读方式：10月加息概率下调，美债收益率回落，美元走弱，BTC、ETH同步企稳。📉
这波回暖不是谁带谁，更像利率预期松动后的资金轮动。美联储沟通方式也变了，年内剩下两次议息不提前剧透，市场只能自己猜。🤔
沃什还提到，全球持续加息会拖累经济；AI长期有利于压通胀，但短期可能冲击就业。听起来偏平衡，不是强硬紧缩信号。
盘面上，BTC区间震荡，多空僵持；ETH短线略强，但还谈不上趋势反转。机构也提醒：紧缩担忧只是暂缓，加息底牌仍在，别盲目看多。⚠️
接下来核心锚点看BTC 8万关口。突破还是失守，可能决定短线情绪往哪边摆。$BTC $ETH $ZEC 🚀#特斯拉发布新一代Roadster，行情走高 #美国CPI与PPI双超预期，年内能否再加息？ What are the opposing traders doing when losing money?
25,700 likes, 9 comments.
This ratio itself is not quite right.
How is this number calculated:
Likes represent sentiment, comments represent disagreement.
No one refutes, which means most people are in the same position.
Following whom:
The more people losing money, the fewer willing to sell.
With thin sell orders, less volume is needed for the price to drop further.
A rebound doesn't mean someone is coming to save it; it means the sellers have sold out first.
Watch the trading volume, not the price.
#Institutional funds continue to flow out, can BTC stabilize?
#$ZEC #SpaceXQ3Earnings is what management is using to pitch $100B+ annualized revenue by end of 2026. 61d021b8
*Stock setup going in:*
- Closed Friday at $146.03, down 10%+ this week, below 50-day
- Market cap ∼$1.925T, still far off June high of $225.64
- Lockup overhang: Up to 1.3B shares become eligible to sell 2 days _after_ Q3 results. That's the biggest unlock of 2026 1264f832
Q2 was all about hype. Q3 has to show it can turn rockets + satellites + AI data centers into actual cash flow.#Netflix growth may slow, advertising business becomes new focus 10/17 On-Chain: Is the $950M Liquidation Flush Over?
Middle East tensions lifted US PPI to 6.3%, triggering $950M in liquidations.
$BTC $81.8K: New whales hold 33% of whale cap at a ~$77K cost. The $80K dip cleared leverage; $77K–$80K is a floor.
$ETH $2,450: Weakest. $44.4M ETF outflow, ~290K ETH sent to exchanges, VanEck pulled its stETH ETF. The 50-day EMA caps upside.
$SOL $104.7: TVL down $670M to $5.94B, but the Alpenglow upgrade lands Oct 21 (150ms confirmations). Hold $100.Before next week's earnings report, I am more inclined to believe that US stock META will experience a rebound. The company disclosed new data this week showing AI improving advertising effectiveness, and its stock price was more resilient than QQQ throughout the week. The foundation of the advertising business is still there, which makes me less pessimistic, but I remain reserved about whether the AI investment is worthwhile. After closing at $762.50 on Tuesday, META fell for three consecutive days, closing at $709.33 on Friday. This drop is significant, but the weekly decline is about 1.3%, while QQQ fell about 5.5% during the same period. A smaller drop does not mean the bottom has been reached; if it breaks below Friday's low of $702.71 next week and continues to fall, I will have to revise my judgment about a rebound before the earnings report. Meta's engineering team disclosed on October 13 that the advertising recommendation model GEM increased ad conversions by 18.9% and click-through rates by 12%. This is the effect reported by the company and cannot be directly converted into revenue growth, but it at least shows that AI is already improving the existing advertising business. Better advertising effectiveness gives advertisers more reason to continue investing. This is more convincing to me than just talking about what can be done in the future. The Q2 earnings report released in July also showed corresponding operational performance: ad impressions increased by 14% year-over-year, and average ad prices rose by 12%. Both volume and price are growing, and the company's revenue increased by 28% year-over-year. These results cannot be entirely attributed to GEM, but we also cannot view advertising demand negatively just because tech stocks have recently fallen sharply. However, Meta is also spending quickly. In the same quarter, operating cash flow was about $31.9 billion, and capital expenditures were about $31.1 billion, according to the company's equipment deductions Don't be fooled by the fact that HYPE, ASTER, and UNI all have buyback and burn mechanisms as DEX platform tokens; the market clearly differentiates their trends based on where the money flows.
$HYPE is the one with genuine burn support, $ASTER essentially bets on new narrative funds, and $UNI still needs a new round of catalysts.
1. HYPE's revenue burn loop is the strongest. AQAv2 consistently burns tokens monthly, with an annualized 900 million buyback in place. Today it retraced about 2% with the overall market but has the thickest floor, being the only one in the sector to run buybacks mechanically.
2. ASTER rose against the trend near 0.7 today, indicating some support. However, its narrative is too new, and despite traffic support from adjacent projects, its market cap is still small. Both TVL and revenue need validation, making the probability of success feel low.
3. UNI's momentum has cooled off, and its trend is the most stable yet dull, oscillating around 7.2. Unichain and fee toggle progress have been ongoing for a year, but real revenue conversion is too slow. As the AMM market leader, its growth narrative is tired; today it fell about 2% with the market.$STRK 永续50x做空，开仓0.07893、标记0.07082，浮盈+513.74%。
做单基于技术超买与事件兑现：STRK因L1转型传闻月内涨超200%，4小时指标极端超买，0.1265成阶段性顶。10.15解锁如期而至，多头拥挤交易遭清算，价格连破0.08、0.075支撑。
当前0.07082处，日线布林带向下开口，反弹无量。0.065-0.070为前期启动区，有一定买盘；若反抽0.075无量，仍是空头加仓点。
后续走势：高倍空单利润丰厚，需关注0.065防守，跌破则看0.06；若震荡消化，需等宏观与解锁情绪双稳。$BTC $ETH #美国CPI与PPI双超预期，年内能否再加息？ Funding rate turns from negative to positive: Dogecoin contract sentiment is recovering
Let's talk about a data point most people don't watch: the funding rate.
On the morning settlement of October 15, the $DOGE rate was still -0.0020%, negative. A negative funding rate means there are too many shorts; shorts have to pay longs, which is the tail end of panic. In the next two settlements, the rate returned to +0.0066% and +0.0097%, with the latest annualized rate about 10.6%.
The shift from negative to positive indicates two things. First, the panic has passed its peak; the moment when most were afraid to go long is over. Second, new longs are opening positions at low levels and are willing to pay to hold them, which is direct evidence of sentiment recovery. When it comes to sentiment, data is more reliable than words.
But recovery doesn't mean no cost. The total market open interest is still $1.26 billion, which is not low. If the funding rate continues to rise while the price remains flat, the holding cost for longs will accumulate day by day, and those who can't bear it will gradually be worn out by fees. The funding rate is a signal of recovery and also the bill for longs.
My stance: happy, but not rushing to celebrate. Both the funding rate turning positive and the price holding steady need to happen together to count. The first is here; the second is still pending.
Take it slow; recovery is better than collapse.ETH's 2,400 Defense Battle: Panic and Short Squeeze Occur Simultaneously
ETH fell below $2,400, dropping 2.2% in 24 hours, and market sentiment quickly turned cold. ETFs saw net outflows of $190 million over two consecutive days, with BlackRock's ETHA redeeming $44.39 million; even more striking, a whale who opened a position at $4,600 and held for a year deposited 15,400 ETH to the exchange, expecting a loss of $13.45 million upon exit. The group chat started flooding with "ETH is doomed."
But the market's other side is not quiet. The liquidation heatmap shows that if ETH breaks above $2,537, the cumulative short liquidation intensity on major CEXs reaches $862 million, nearly twice the long liquidation intensity below. In other words, once the price triggers upward, shorts may be more crowded than longs. On the macro side, Wash at the IMF refused to predict an October rate hike, and the probability of a rate hike dropped from 27% to below 15%, indicating a marginal easing of expectations.
With thin weekend liquidity, $2,420 has become a short-term dividing line. Holding it means a $500 million-level short position is like a fuse; losing it could suppress sentiment for another round. Cut losses or hold on? Discuss in the comments.
$BTC $ETH $SOL
#SpaceX's first full quarterly report after listing will be revealed PONS's trading volume in this hour has already exceeded twice that of the entire previous hour, yet the price still clings to the low point.
As of 20:20 Beijing time, OKEx spot price is $0.3055, down about 10.7% in 24 hours. The trading volume for the 20th hour is about $197,500, while the full 19th hour was $93,800. The lowest price at 20:00 was $0.3033.
I tend to think selling pressure remains. After the volume expanded, the price is only about 0.7% above the low point, and currently, there is no sign of a strong rebound. The easiest misjudgment is to mistake volume expansion directly for a bottoming out; the hourly candle for 20:00 has not yet closed.
If the 20:00 candle closes above the opening price of $0.3112, I will reassess this judgment; if it still stays close to $0.3033, then we will see if the next full hour can break away from the low.
$PONS $BTC A few days ago, after watching Sun Yuchen's interview, I developed some new thoughts about $BTC BTC. Bitcoin is essentially a decentralized token built on hash algorithms.
Currently, the two main pillars supporting BTC's value narrative are the four-year halving cycle and the unchanged Satoshi Nakamoto holdings.
Here I share a somewhat bold speculation: AI technology has recently solved many long-standing mathematical problems. Is there a possibility in the future that AI could exhaustively crack a large number of addresses that have had on-chain transactions, possibly even including Satoshi Nakamoto's account?
If this really happens, the impact would be twofold. In the short term, it would definitely be a black swan event, causing market panic and a rapid drop in BTC price. But looking at the longer term, could this actually clear the biggest hidden risk for the BTC market? Once this Damocles sword hanging over the market falls, the market would no longer need to continuously worry about this potential risk. $ETH #Netflix Growth May Slow, Advertising Business Becomes New Focus
After the U.S. stock market closes on October 20, Netflix will release its Q3 earnings report. Looking at the market prediction bets in the picture, 71% of the funds are betting that its performance will exceed expectations, so everyone's expectations are already very high.
First, let's look at the fundamentals. The company's own forecast is revenue of $12.86 billion, a 12% year-over-year increase, with an operating profit margin expected at 33.2%, significantly higher than last year's 28.2%. The improvement in profit margin indicates good internal cost reduction and efficiency gains, strengthening its profitability.
But the problem is also clear. A 12% revenue growth rate is obviously slowing compared to the 20-30% surges in previous years. Regarding subscription users, almost everyone worldwide who should have a membership already has one, so the ceiling has been reached. Therefore, the market's attention is now fully focused on the advertising business.
The question is whether the previously launched low-price ad-supported plan can really turn into hard cash. If advertising revenue can successfully fill the gap left by slowing subscriptions, Netflix's valuation logic will completely change. But if there are only viewers and advertisers don't pay, then the trouble will be big.
Currently, a 71% probability is betting on exceeding expectations, which is actually quite risky. With market expectations so high, if next quarter's guidance is slightly worse or the monetization speed of advertising revenue is not fast enough, the stock price could plummet immediately.
For the crypto market, Netflix represents the sentiment of the U.S. tech and consumer sectors. $NFLX $xNFLX 美国刚公布的 9 月 PPI 数据直接给市场泼了一盆冷水。环比和同比超预期上涨，最核心的信号不是能源价格波动，而是上游成本压力正全面向实体经济传导。
大家平时多在盯终端 CPI，但 PPI 才是供应链最前沿的信号灯。当生产者端感受到了成本挤压，这些压力迟早会传导到消费者的账单上。
更麻烦的是，华尔街机构预测 9 月核心 PCE 环比涨幅将从 8 月的 0.25% 跳升至 0.32%。美联储最看重的指标一旦反弹，宏观流动性的宽松预期就被彻底击碎了。之前市场还在幻想加息暂停，但数据抬头让美联储失去了退路，今年继续加息甚至本月直接动手，已经从选答题变成了必答题。
从风险资产的流动性来看，上游成本传导本质上是在进一步收紧全网存量资金。无风险收益率锚点被推高，资本向固收资产回流的趋势更加明确。
接下来市场流动性依然会面临极大挤压，博取短期反弹的性价比极低。在宏观靴子落地、通胀传导路径被截断之前，手里握紧现金流，远比在冰封期频频出击要明智得多。
#美国CPI与PPI双超预期，年内能否再加息？ $BTC The EU sold BTC this week
Asia bought BTC this week
The US has no activity this weekActually, there isn't a single cent of interest in U wallets, and it seems like hardly anyone cares about it normally. The Bank for International Settlements, which acts as a bank for central banks around the world, analyzed data over several years and found that even a slight increase in interest rates on US bank deposits slows down the growth of stablecoins, with USDC being even more affected than USDT. It makes sense—Americans can easily deposit money in banks, and if the interest is attractive enough, who would bother exchanging for U?ZEC bets on privacy as a must-have, VVV bets on AI cash flow, which is stronger?
$ZEC: Privacy pool "engine swap" + extreme short squeeze
Ironwood NU6.3 upgrade has been officially activated, the old Orchard pool is restricted, and funds must migrate through the turnstile to the new shielded pool, embedding "verifiable circulating supply" into the protocol rules. The derivatives side is even more interesting: OKX funding rates are extremely negative, shorts are so crowded they are "subsidizing longs," open interest dropped from 196 million to 194 million, leveraged funds are retreating, and the basis is deeply discounted. On-chain, a whale simultaneously withdrew 26,000 ZEC (about $31.93 million) from Binance and Kraken.
$VVV: Series A $65 million, founders sold none
Venice AI completed a $65 million Series A round, valued at $1 billion, led by Dragonfly. The key is not the amount raised but the structure: selling equity, not tokens. Founders hold over 30 million VVV (more than 37.5% of total supply) with zero sales to date; investors’ tokens are locked for 1 year and then linearly unlocked over 3 years, with daily new circulation under 6,000 tokens, accounting for only about 0.2% of daily trading volume.
#美国CPI与PPI双超预期，年内能否再加息？ CryptoQuant's Ki Young Ju refutes McGlone's $10,000 argument: Even if ETF funds and treasury companies withdraw all 1.3 million BTC, on-chain costs still point to a bottom near $30,000. Breaking down the numbers, $10,000 corresponds to an MVRV of about 0.2, while previous bear cycle bottoms were around 0.6, implying a realized price of about $50,000; $30,000 corresponds to 0.6 times. What is overlooked is that the realized price can move; when institutions collectively exit, chips turnover at low levels, costs shift downward, and the bottom moves down accordingly, while MVRV bottom samples only number three or four. McGlone's premise is a 20% pullback in the US stock market. $BTC is around $82,000, with ETF net outflows of about $535 million in October and net inflows of $2.6 billion in September. A net inflow reversal within two weeks favors Ju, while an initial breakdown in US stocks favors McGlone. The above is a personal opinion record and does not constitute any investment advice. 交易所流入飙到 49,000 BTC，波动预警但不是抛售信号
最后一个值得盯的链上警报：9 月底 BTC 流入交易所的量冲到 49,000 枚，这是历史上少见的水平，通常跟着剧烈波动来。但别急着当成"老钱在派发"——数据显示平均单笔存入量翻倍到 2 BTC，说明动的是鲸鱼和机构，不是散户恐慌；而且同期交易所余额整体还在降（币往长期钱包搬）。
换句话说，这是"大资金在调仓"的信号，不是"长期持有者认输"。配合周末 CME 休市、流动性变薄，周一开盘前后容易被一根针扫掉一批杠杆。
#美国CPI与PPI双超预期，年内能否再加息？ 【TIA Suddenly Surges Madly, Is Modular Narration Calling People Back Again?】
$TIA has been continuously rising, with a single-day increase of about 16% on October 16, hitting a new high for 2026, and the price once touched around $0.76 the next day. The 24-hour trading volume surged to about $280 million, clearly not just a few small orders pushing the candlestick red.
The story behind it is not hard to find: Celestia focuses on the data availability track, recently supported by expectations of high-throughput technical routes and Blob economic model upgrades. TIA has risen about 59% cumulatively over the past four weeks. However, related reports indicate that on-chain Blob demand has not strengthened in sync.
I tend to see this wave as funds betting ahead on the future, rather than the business having fully taken off. TIA's inflation rate has dropped to about 2.5%, easing supply pressure, but token unlocking is not yet complete.
Going forward, the main focus can be on two things: whether it can hold the high level after volume expansion, and whether real Blob demand can keep up. If only the price surges while usage remains stagnant, this rally is likely to turn into a narrative relay.Exploded! Is this BTC rebound a delivery to the shorts? I've set my bowl at 81800!
Elite friends, don't be fooled by that little green line—8 consecutive 1-hour candles all pressed down by EMA55 (81,959), the rebound hasn't even knocked on the door. Funding rate is still positive, longs are getting hit and paying fees at the same time. I know this plot: the rebound is not a reversal, it's a ticket for shorts to enter. $BTC
Oil price broke 112, Nasdaq dropped over 2%, MSTR was removed from the index, bad news stacking buffs, it's hard for BTC to stay strong. My personal operation: short in batches on the rebound between 81,800—82,000, stop loss above 82,300, target first at 80,500. Don't chase shorts, wait for the rebound to give a position, if it doesn't, just sit back and watch. In the past 24 hours, longs exploded to 222 million, shorts only 111 million, fear index 55, longs haven't cried enough yet. $BTC
Today I won't fall in love with the bulls, topping the rebound is the main line. Personal review, not investment advice. Comment 1 to stand with the bulls, comment 2 to wait with me for the rebound short, let's see who's stubborn! #Tesla launches new generation Roadster, market rises #US CPI and PPI both exceed expectations, will there be another rate hike this year? #Institutional funds continue to flow out, can BTC stabilize? Don't just focus on the 222 million long positions liquidated — the real powder keg is above.
In the past 24 hours, the entire network liquidated 333 million, the panic index dropped to 25, and shorts are comfortably adding positions in the "still going down" atmosphere. But the liquidation heatmap shows: $ETH has a dense cluster of short liquidations hanging between 2400–2470, estimated at 1.94 billion, Coinglass reports 600 million; despite different metrics, the direction is consistent — the density of short liquidation powder above far exceeds the residual long leverage below.
The bearish news is real (Brent crude at 110, CPI exceeding expectations), but the "systematic retreat" is false: ETFs saw an outflow of 82.41 million yesterday, yet the same batch of funds had a net inflow of 175.7 million on October 13. The truly critical signal is $ETH open interest shrinking from 20 billion to 15 billion — long leverage has been thoroughly cleaned out, but shorts are thickening, creating a severely asymmetric position structure.
BTC held the 81,000 level after three retests, corresponding to a cost basis of 2.31 million coins; ETH 2400 is the short liquidation trigger, breaking above it preheats a short squeeze, and short squeeze pulses are always faster than declines.
Watch 2400–2470: breaking above preheats, pushing near 2470 essentially triggers; if it can't reach, then it will fall back, next watch 2200. Long positions are decreasing, shorts are increasing, panic is at extremes — shorts are not harvesting the trend, they are handing the next needle the fire.
$BTC $ETH $ZEC #TSMC Q3 net profit exceeds expectations, profits hit a record high #Anthropic plans to raise $60 billion, IPO faces test $ANTHROPIC
The entire $60 billion is designated for chip purchases, with a 10% coupon, not a penny going to salaries or marketing.
▪️ Code-named "Polaris Project," total scale $60 billion, nature is debt financing
▪️ Purpose is to purchase about 1.5 gigawatts of Google TPU
▪️ Blackstone's fund subscribed $9 billion, about half of the $18 billion subordinated loan
▪️ Subordinated tranche coupon 10%, actual return higher after new issuance discount and fees
▪️ This will be the largest chip financing deal to date
▪️ Q3 revenue $16.8 billion, quarter-on-quarter growth rate dropped from 143% to 46%
▪️ On the day, ANTHROPIC −2.33%
The disagreement is not whether $60 billion is enough to burn, but that this money is borrowed for equipment, not credit.
Equity financing sells the company's future, debt buys the disposal rights of designated assets. The entire $60 billion is locked in chips, and the repayment source is the cash flow generated by these cards. The 10% coupon calculated on the $18 billion subordinated tranche means $1.8 billion per year, recorded as interest in the profit statement, not depreciation.
The direction is to wait and see — the cost is finalized only when the senior tranche pricing is announced; if the subordinated tranche accounts for only 30%, the total cost is far below 10%.[The Dow is still gaining, but the Nasdaq $QQQ has been ground down by AI]
This week, the US stock market seems divided into two: the Nasdaq 100 plunged 5.5%, while the Dow rose about 0.7%, with a weekly performance gap exceeding 6 percentage points, the largest since July 2002.
Money hasn't completely fled the stock market; it's just withdrawing from the most crowded AI trades. CoreWeave $CRWV dropped about 25% in one week, dragging down chip stocks as well. September CPI rose to 3.7% year-over-year, oil prices are nearing $110, and AI infrastructure heavily relies on financing, bringing valuation, interest rates, and payback periods all back into scrutiny.
This is also not good news for the crypto market. $BTC remains around $81,000; if risk appetite continues to shrink, high-volatility assets will struggle to stay unaffected. I think what's falling now isn't necessarily AI demand, but rather capital starting to doubt how much profit this money-burning race can actually make. If upcoming earnings reports can prove revenue keeps pace with capital expenditure, this might be a bubble squeeze; otherwise, don't be quick to mistake the decline for a discount. Now mining companies are all mining and selling, is there no one holding coins anymore?
Currently, only the top few (MARA, cleanspark, Riot) have $BTC reserves exceeding ten thousand
And basically all mining companies mine as much as they sell, some even produce more than they sell...[The Nasdaq is crashing, and people are starting to flip tables at the AI table]
The Nasdaq 100 $QQQ dropped 5.5% in a week, marking the largest weekly decline in 18 months. CoreWeave $CRWV plummeted over 25% in a single week, and the AI chip sector has also been continuously retreating. Previously, there was a scramble for computing power, but now even the debt of computing power companies is causing concern.
This round of sell-off has two main factors: the US September CPI rose 3.7% year-over-year, so the shadow of interest rate hikes hasn't lifted; AI companies are burning cash wildly, raising doubts about both financing costs and future returns. Oil prices surged toward $110, adding to inflationary pressures.
What’s more worth pondering is that while the Nasdaq is falling sharply, the equal-weighted S&P 500 index rose about 0.5% over the week, and the Dow also closed higher. Money isn’t indiscriminately fleeing the stock market; it’s withdrawing from crowded tech trades.
The crypto market can’t expect to be immune either. BTC is hovering around $81,000, and ETH and SOL have both dropped over 10% this month.
For now, don’t rush to bottom-fish AI and crypto assets. Wait for the selling pressure to ease and spot buying to pick up again. If tech stocks are just undergoing a valuation correction, the opportunity remains; but if the AI financing chain breaks down, it won’t be a matter of a few days’ drop to fix it.📊 Big Brother Maji's Position Adjustment Observation: BTC, ETH, and HYPE Diverge
$BTC: 40x short position, cost $84,070, current unrealized profit about 220,000 U, funding fee adds another 56,600 U. Shorts dominate in the short term, but leverage is too high; if a rebound occurs, profits will be quickly given back. ⚠️
$ETH: 25x long position, cost $2,541, unrealized loss about 340,000 U. Going long in a weak market might be a bet on a catch-up rally or a portfolio hedge; position alone doesn't clarify intent. 🤔
$HYPE: 5x short position, cost $65.8, unrealized loss about 4,210,000 U, funding fee income 1,030,000 U. Fees help a bit but can't offset the continuous price rise; short pressure remains. 🔥
My judgment: This is not a full bearish outlook but a divergence in direction among coins. Going forward, watch if BTC can hold steady, ETH can counterattack, and whether HYPE short risks will increase. 🔍
Reminder: Whale positions are just clues, don't copy blindly; focus more on position logic, leverage risk, and fund management. 🧠 #Tesla releases new generation Roadster, market rises #US CPI and PPI exceed expectations, will there be more rate hikes this year? Do you know why #ChineseCanFly surged 40% in a single day today? After looking at the data, you'll understand the situation!!
On 2026.10.17, changes in the top 40 holders of ChineseCanFly tokens:
New entries in top 40: 8 people total, 5 newly opened positions, 3 increased positions
Dropped out of top 40: 8 people total, 3 fully exited, 4 reduced positions, 1 normal drop
Increased positions in top 40: 9 people
Reduced positions in top 40: 5 people
$ChineseCanFly Daily Key Summary:
Among the 8 new addresses entering the top 40, 5 are new positions. For those who dropped out of the top 40, the data shows 3 fully exited, but actually 2 others who reduced positions are close to fully exiting, so it can be understood as 5 fully exited. The number of people increasing and reducing positions in the top 40 is relatively high, with total increases around 5 million and decreases around 6 million tokens, nearly balanced in quantity. Since the last token price statistics, the price has remained almost flat, so the overall increase and decrease in positions are nearly equal, indicating a relatively stable market.
Those still holding tokens now basically have confidence in the future. Today's 40% single-day price surge mainly came from a user who newly opened a position, purchasing about 1% of the tokens, contributing strong buying power that drove the price up. SingleKill's statistical data shows that approximately every 2 days, 1-2 people newly open positions entering the top 40, which is worth tracking. SingleKill will continue to monitor the situation and update immediately when new data is available. See you next time!$ENA
What kind of stress test does the yield narrative require when ENA declines?
Spot price dropped about 4.49% in 24 hours, ranging from 0.19473 to 0.20857, with the price positioned at about 18% within the range.
Yield sources, hedging costs, and liquidity under extreme market conditions should be evaluated together. Nominal yields during normal market conditions do not represent performance under stress phases, nor can the safety of related products be inferred from token prices.
If the upper boundary is regained and the pullback finds stronger support, the short-term structure will improve; if the lower boundary is breached, resilience assessments should be downgraded. Without clear evidence of yield sources, historical returns should not be extrapolated to the next phase. #奈飞增长或放缓，广告业务成新看点 If you were present during last night's surge, today's sentiment would be completely different, right? But this bounce from 80000 to 82000, and ETH approaching 2500 with such strength— is it a recovery or a bull trap? When I was watching the market this morning, my first reaction wasn’t excitement, but a bit of amusement—closing my sell orders before bed last night literally saved me, otherwise I would have given back all the profits by midday today. Back to the main point, the major coins generally rose by 1 to 2 percentage points. On the surface, it looks like a broad rally, but what really caught my attention is the rhythm: it’s a repeated up-and-down breathing-like oscillating rise, not a one-way straight surge. This kind of structure is actually unfriendly to those chasing highs. The bullish logic is clear: prices bouncing off round number levels indicate support below, sentiment is transitioning from panic to hesitation, ETH nearing 2500 suggests marginal improvement in risk appetite, and altcoins’ willingness to follow the rally is also slightly lifted. But the problem is, the US CPI and PPI both exceeded expectations and this hasn’t been fully digested yet. Discussions about further rate hikes within the year have returned to the table, meaning macro discount rate pressure remains. Fast gains tend to eat into future upside prematurely. So I’m more inclined to see this as an emotional recovery window rather than trend confirmation. If BTC can hold above 82000 with low volume pullbacks that don’t break support, then ETH and altcoins still have room to catch up; otherwise, if macro expectations tighten again, today’s 1 to 2 point gains can easily become fuel for a bull trap. What’s truly overlooked is the market trading around the "end of rate hikes".#奈飞增长或放缓，广告业务成新看点 $ONDO
Tokenized real-world assets are attracting attention because blockchain technology could make certain financial products easier to access and transfer. Ondo operates in this developing sector, but adoption depends on more than tokenization itself. Regulation, asset quality, liquidity, and investor eligibility all matter. Growth in tokenized assets should not automatically be interpreted as equivalent growth in ONDO token demand.#TSMCQ3RecordProfit The Nasdaq 100 fell 5.5% in one week, the sharpest drop in 18 months.
Simply put, the market is starting to ask a very straightforward question: After spending so much money building data centers for AI, will future revenues cover the financing costs? Meanwhile, oil prices are adding trouble at this time, pushing inflationary pressures higher.
My view: This round isn’t about the AI story falling apart; it’s that capital is starting to seriously do the math. No matter how promising the outlook, overpaying still leads to losses.
Going forward, it’s all about the earnings reports: orders turning into revenue, revenue turning into profit, and profit turning into cash.
A 5.5% drop doesn’t automatically mean it’s cheap; before bottom-fishing, first confirm whether profit expectations have been revised downward.
$BTC $ETHSaturday weekend with no volatility, hope all brothers and sisters take the time to relax well 😌
The macro issue is that the crypto bull market is generally a rotating broad rally. Most altcoins that start first pump first, followed closely by the large-cap market, triggering a broad market rally. This has been the script for past bull markets.
But the current situation is that big money is not entering the market; instead, it is testing bottoms and using news to harvest liquidity. Although altcoins have started rotating and the large-cap market has risen from the 7,000s to the 8,000s, considering the pressure from US bond rate hikes and the end of bull markets in major global stock markets, the Korean stock market has experienced nearly 10 violent drops and circuit breakers since its bull market began. The Chinese A-share bull market is also at a very suppressed position, with the Shanghai Composite retracing to above 3600.
Here’s the key point: Europe and the US seem to want to establish a sense of legitimacy. Everyone knows how crypto is defined domestically in China, but recently Europe and the US have been doing things that aim to become more regulated.
So the question arises: if many financial platforms face increasing risks and Europe and the US move toward full regulation, and in the past year or so, there have been many more retail small investors (dolphins), what will this lead to?
It could be a turning point.
Although short-term pain and bearishness remain, with expected retracements, the long-term critical point for a market rally has been passed.
Retracements:
BTC 70000-73000
ETH 2000-2100
SOL 75-85
#OKXMillionPlanner #OKXGlobalAssetConvenienceStore #OKX.ai: One person is a world-class company $BTC Double inflation hit, does the crypto circle still have to endure under the iron plate?😵💫
CPI and PPI both exceeded expectations: PPI year-on-year 6.3%, month-on-month 1.3%, the strongest since March 2022; gasoline +20.3%, diesel +21%, core PPI also at 5.0%, pressure permeates across the board. CME: 71.8% chance of no change in October, only 7.2% chance of no change in December, total 92.8% chance of 25/50 basis points rate hikes; CICC and CITIC lean towards "pause in October, hike in December." Liquidity remains the iron plate.🧱
$BTC — false stability, weak bottom
The pattern near 82000 is okay, but on-chain data is unreliable. After digesting the 80000 resistance, no new buying replenishment, 78000 mostly defensive orders; if broken, a vacuum below, the drop speed will be fast.⚠️
$ETH — glaringly weak
2439, 2313 deep V, 24h explosion of 280 million, mainly long liquidations, largest 11.84 million U. Huang Licheng added 250,000 U holding 25x long, liquidated at 2333; 4101 giant whale cut 13.45 million and left. Veterans retreat, new big holders take over, ETH weaker than BTC.😮💨
$ZEC — licking blood at the blade
1223, 1179 bottom probing and recovery, 1244 resistance. The rebound relies on short covering, 1250-1260 trapped positions press down; news amplifies quickly, position control lost, getting hit on both sides.🎢
Heartfelt advice: Macro is unclear, heavy positions are a gamble. Light positions for short term, strict stop loss, don’t rush to recover losses.
#Tesla releases new generation Roadster, market rises
#Voice of Trading: Your experience deserves to be heard 比特币的量子难题，早已超出比特币自身 随着量子计算技术不断演进，比特币面临的密码学风险已不再局限于网络本身的安全。相关挑战正沿着比特币向外延伸，波及建立在其之上的整个金融基础设施——从托管机构、交易所，到支付服务商、ETF 发行方，以及庞大的二层生态。 核心威胁 比特币依赖椭圆曲线密码学（ECDSA）来保护私钥并授权交易。理论上，一台足够强大的量子计算机运行 Shor 算法，可以从公钥反推出私钥，从而暴露资金——尤其是那些存放在老旧、已复用地址中的比特币，其公钥早已公开在链上。 但风险并不止于协议层。每一个接触比特币的机构，都继承了同样的密码学假设。 为何连锁反应值得警惕 托管机构与交易所：大量持仓存放在假设 ECDSA 不可破解的钱包中，一旦迁移，需要跨数百万账户进行协调一致的密钥轮换。 ETF 与机构产品：受监管的比特币投资工具依赖托管链条，而这些链条都需要进行后量子升级。 二层网络与跨链桥：封装比特币和跨链桥成倍放大了攻击面，任何一个薄弱环节都可能危及锁定的抵押资产。 闪电网络与支付通道：链下通道依赖相同的签名方案，向后兼容性成为现实问题。 迁移本质上是协调难题 基于格或基于哈希On the same day of partnering with SK Hynix, SanDisk dropped 6.85% $SNDK
Yesterday, SanDisk just jointly released the open HBF standard with Hynix—High Bandwidth Flash, the core narrative of AI storage, a solid positive. Yet the US stock market closed at 1299.3, down 6.85%, sliding from 1362 to 1296 during the session.
Good news comes and the price drops, a familiar script. But the contract market is more interesting: OKX's SNDK contract is now at 1300, almost zero premium compared to the actual stock closing price, with open interest steady at $90 million. The key is the fee rate has simply dropped to zero—0.0000%, neither longs nor shorts have to pay each other, free-riding the position while waiting for the October 29 earnings report.
One background to note: this stock rose from tens of dollars to nearly 50 times that in a year, gave a mid-double-digit growth guidance at the August investor day, with HBF samples expected in 2027. The hype lasted a whole year, and the stock price has retreated from the high of 1460 back to the 1300 threshold.
On-chain is even quieter. RWA moved SanDisk onto Solana with a few tokens, total market cap only $1.7 million, with the top ten addresses holding 65%. Those betting on it are all crowded in contracts; no one touches the real stock tokens.
For those trading contracts: the stock dropped 6.85% on the day of the positive news release, fee rate zero before earnings, $90 million positions held for free—do you see this as distribution or a shakeout?
#US CPI and PPI both exceeded expectations, will there be another rate hike within the year?