Jim's Friends
Jim's Friends
专注于加密货币、嘴撸、打新、交易，五年练习生！
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It's really bad, the market hasn't come out of the adjustment yet, everything is falling drastically, no hope at all. This Chinese New Year can finally be a prosperous one, with every household seeing red!
The mainstream coins' performance is miserable, and alt assets are under even more severe pressure, with no decent trends.
$BTC is currently supported around 74,000 USD temporarily; short-term focus is on the 73,500–74,000 USD support. The rebound target is first 76,000 USD. Unless it stabilizes above this, it is still considered weak and volatile.
$ETH has weakened after breaking below around 2,100 USD. The downside focus is 2,060 USD. To relieve pressure, it needs to recover above 2,150 USD on the rebound.
$SOL has fallen back to around 84 USD. Short-term attention is on whether it can regain 85 USD. If pressure continues, it may test lower levels; the upside target is first 88–90 USD.
My judgment is that funds remain cautious now; a short-term rebound does not mean a market reversal. Whether BTC can hold 73,500 USD is key to observing market sentiment going forward.
#美国10月整体与核心CPI双超预期
+178.84 USDT
+34.63%Snapshot at Nov 11, 2026, 01:03
Recently, there has been an interesting phenomenon in the US stock market: some companies are still launching satellites into the sky, some are competing for AI computing power business, and others have already started pouring money into building data centers.
The stories are all very attractive, but the capital market ultimately only recognizes one thing: whether the story can be turned into real money.
$ASTS reported revenue of $42.32 million in Q3, a year-on-year increase of 187%, but it is still operating at a loss, with performance below expectations. The market is truly concerned about the progress of satellite deployment and commercialization realization, and short-term fluctuations may be significant.
$CBRS focuses on AI computing power orders and customer demand, with market expectations of revenue around $215 million. Compared to single-quarter profits, I am more concerned about whether subsequent orders can continue to grow.
$NBIS is expected to have revenue of about $907 million, with AI cloud computing as the core highlight, but data center expansion requires huge capital expenditure, and revenue growth does not equal simultaneous improvement in profitability.
My judgment: ASTS is betting on the future, CBRS is betting on computing power demand, and NBIS is betting on AI infrastructure monetization. All three companies have stories, but after the earnings reports, funding will become more selective.
#ASTSQ3营收不及预期，卫星商业化进程受关注
The ExchangeOS product is something everyone has actually tried. It involves using XP from predictions to participate in US stock or gold trading on-chain without any cost, by using XP obtained through claiming or tasks.
➡️ Via OKX APP - Trade - On-chain - Perpetual or Spot - Select the target
There are two main gameplay modes:
1. On-chain US stock contracts
Including SanDisk, Nvidia, Gold, SPCX, and 7 other stocks. Note that each has different leverage limits, ranging from 50X to 100X maximum.
2. On-chain spot
Including SanDisk, SPCX, Gold, and SPY, a total of four stocks.
If your XP ranks high on the leaderboard, you can choose the stable spot method to maintain your ranking and earn bigger rewards.
Conversely, if you have less XP, you can choose the aggressive contract mode like me to quickly increase your XP, though the risk will also increase.
After going all in and losing, don’t forget to claim your daily XP subsidy, and also complete the daily tasks in predictions. This way, you’ll always have ammo to participate in XP contracts and can return to the leaderboard anytime to claim rewards!!
————————— Product Suggestions and Drawbacks —————————
1. Cannot hold long and short positions simultaneously
If I have a short position and want to control risk by opening a long position, opening the long will close the short. Hope this can be improved in the future.
2. Poor liquidity
Market price closeouts often differ from normal prices, and sometimes there’s a warning about insufficient liquidity.
#OKXExchangeOS @misaENFP @okxchinese
Given the current situation of $NVDA, I am firmly bearish on the current earnings expectations, with as high as an 83% probability of beating expectations. At present, this is definitely not a good choice, and I am firmly bearish!
Previously, Jensen Huang admitted to an extramarital affair, which was then followed by a national security investigation scandal. NVIDIA's board has already launched an independent investigation and is even facing shareholder lawsuits. This looks like a very bad situation!
It's not that AI demand suddenly disappeared, but the market's expectations for NVIDIA are just too high. Once management uncertainty, export control risks, and a slowdown in AI capital expenditures stack up, even if revenue grows, a slightly missed guidance could trigger a new round of sell-offs.
Looking at $SNDK SanDisk, last quarter's revenue was $11 billion, a 378% year-over-year increase, with very impressive performance, yet the stock price still experienced a sharp pullback.
The reason is simple: the market is no longer trading just on current profits but on whether future growth can be sustained.
I increasingly feel that the AI industry chain is entering a new phase where good performance does not necessarily lead to stock price increases, and growth that is not spectacular may instead become a reason for decline.
For NVIDIA and SanDisk, I think this round is going to be fatal!
#英伟达冲击千亿美元季度营收纪录
$OKB This round of decline is even more severe than I expected, currently it has fallen to around $96, truly trapped.
From the daily chart, after the failed surge to $113 on November 5, OKB has gradually weakened. The most obvious is the bearish candle on November 9, where the price opened at $102.95, dropped to a low of $95.55, with a trading volume reaching $17 million, clearly showing increased volume.
This indicates that the market selling pressure has not been fully released yet. The previous support near $105 has been broken, and now the area around $96 has become the new observation zone.
I am mainly watching two levels next: above at $98.5–$100, if a rebound cannot recover this area, it means buying power is still weak; below at $95.5, if it breaks down again with increased volume, we need to be cautious of further declines.
Now is not the time to judge the bottom just because the price has fallen a lot. After continuous declines, I want to see a strong bullish reversal candle or a low that does not move lower. Without these signals, so-called bottom fishing is still just speculation.
#美国10月CPI今晚公布，加息预期能否改变？
-40.03 USDT
-9.61%Snapshot at Nov 10, 2026, 15:05
To be honest, this Elysium L2 sidechain and ARC are pretty much the same; neither has produced a 10M token so far.
At least the Indian team's ARC was lively for a couple of days, but this one went straight to mainnet with all kinds of scams and rug pulls, which is really ridiculous.
I really beg these project teams, stop pushing high-performance L2s, they're all just empty narratives. Retail investors keep getting cut again and again!
Last night, the Nasdaq Composite rebounded, rising 2.8%, but individual stocks showed mixed performance. Previously, the AI sector caused a sharp drop, and although there has been some recovery, the weakness is still evident, with some funds remaining cautious.
I also stubbornly shorted in, but the uncertainty ahead remains significant.
SanDisk $SNDK closed at $886.41 last night, up 6.15%, and after-hours further rose to around $898, an increase of about 1.3%.
From the trend, there was clear support around $830, followed by a steady rebound, reaching a high of $904, indicating that buying at lower levels is recovering. But don’t rush to assume a reversal has occurred; there are still many trapped positions from the previous continuous sharp declines.
I think the key focus next is whether $900 can hold effectively. Only a break above $904 will offer a chance for further recovery; if it falls below $830 again, the rebound structure needs to be reassessed.
Is this SanDisk move an oversold rebound or the start of a new upward trend?
#闪迪获Rosenblatt买入评级，目标价2400美元
Mainstream coins are still under pressure today, and the market has not yet shown a clear signal of stopping the decline. The US stock market pulled back and then went down again, and all AI-related assets have also cooled off.
$BTC is around $74,800, down about 1.3% in 24 hours. It is currently fluctuating below $75,000, with short-term support at $74,000. If it continues to break down, it may test lower levels; on the upside, resistance is first seen at $76,000–$78,000.
$ETH is around $2,127, down about 4.4% in 24 hours. The decline is significantly larger than BTC, indicating weaker capital support. Support to watch is $2,100; if broken, it may continue to seek support lower; a rebound requires regaining $2,200.
$SOL is around $86.6, down about 3% in 24 hours. It is temporarily seeking support near $86; if broken, the next focus is the $80 area; resistance above is first seen at $90.
This is not a good time for blind bottom-fishing. BTC is still testing market support capacity, and ETH and SOL are performing weaker, indicating that risk appetite among investors remains insufficient.
Next, the key focus is whether BTC can hold $74,000 and whether ETH can stop falling. Position control is more important than guessing the bottom.
#美股暴跌后科技股反弹，纳指周线仍跌约3.4%
+217.2 USDT
+42.06%Snapshot at Nov 10, 2026, 08:04
If you are also trading US stocks on OKX and happen to be stuck with a stock I am optimistic about, then congratulations on unlocking the new OKX Dual Currency Win feature.
The high sell or low buy in OKX Dual Currency Win is essentially a product with a conditional conversion mechanism.
Take my Intel $xINTC spot position, which is currently at a 15% loss, as an example. I don't want to exit at a loss at the current price, but I do have a loss threshold I can tolerate, so I can choose a high sell strategy.
For example, with the $61 high sell product I subscribed to:
🟢 If the expiration price is below the $61 target price: No sell is triggered; according to the product rules, the stock tokens are returned in the subscribed currency and the current tier's annualized yield is earned.
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Since I want to hold long-term, if the price continues to fall, I will earn some extra yield after the product expires. Conversely, if it rises to the loss threshold I currently allow, it is equivalent to a stop-loss exit.
This is one reason I choose the OKX TradFi ecosystem—not only can I directly participate in US stocks I follow, but I can also select corresponding products based on different positions and try different position management methods to maximize returns.
If you also have a floating loss in your spot holdings, why not try managing part of your position with a high sell or low buy strategy!
#OKX达人 #交易TradFi就来OKX
你的爱播Misa
Hey friends, our fourth edition has just launched~
This time, let's focus on how to use OKX trading products to capture opportunities in volatile markets. Share your views 😎
Trading TradFi? Come to OKX! The call for content for the 4th edition is now officially open.
Recently, the US stock AI and tech sectors have shown significant volatility, and the crypto market is also switching rapidly between rises and falls.
In the face of a constantly changing market, how do you judge the market trend, choose trading products, and formulate your own strategy?
Feel free to share your market insights, trading ideas, or strategies based on your real trading experience on OKX. This edition is quite open-ended, and you can consider these three angles:
1. How do you judge the market?
2. Which products would you choose to trade? (Your top picks)
3. Why do you operate this way?
You are also welcome to attach screenshots of your positions or operations to make your content more valuable.
Publish original text and images on X (at least 100 words), include #OKX达人 #交易TradFi就来OKX, and fill in the link after posting to participate.
Submission entry:
App path: OKX App → Profile → Earn & Rewards → Experts
Please focus on genuine opinions and product experiences, avoid copying task scripts or making third-party comparisons. Specific reward rules are subject to the event page.
In this era where AI makes writing articles easy, what’s needed is your unique perspective and a human touch. Growing together with everyone edition by edition, we see everyone's progress getting bigger and bigger.
From writing product-related copy to creating graphics, and now starting to make videos, progress is rapid. As always, the skills you learn are your own wealth.
The jackets and water bottles from previous editions will be announced soon. If you didn’t get them, you can continue to RT and participate in this post. We have many events, aiming to let everyone get some swag~
The rewards for the second edition are expected to be distributed by this Friday.
The third edition and flash earning events are under content review, and rewards are expected to be distributed within 10 working days after the task ends.
Please refer to the reward arrival notification for the final results. Thank you for your understanding and support.
This expert event runs from November 9, 15:00 to November 17, 23:59 (GMT+8).
Looking forward to your works 🖤
There will be many earnings reports coming online on OKX for predictions these days. I am particularly interested in two companies, NBIS and RKLB, both of which have long-term potential.
$NBIS (Nebius): Will release Q3 earnings on November 12. Last quarter revenue was $582.3 million, a year-over-year increase of 454%, with very strong growth in AI cloud business.
The focus this time is whether revenue can meet the market expectation of around $900 million, as well as the capital expenditure and cash flow pressure brought by the expansion of computing infrastructure. My view is bullish, but if revenue growth falls short of expectations, the stock price may face a significant pullback.
$RKLB (Rocket Lab): Will release earnings after the U.S. stock market closes tonight. Last quarter revenue was $234 million, a year-over-year increase of 62%, with a backlog of orders reaching $2.36 billion.
Key points to watch are the progress of Neutron rocket development, order fulfillment, and gross margin. Long-term optimistic about commercial space, but ongoing losses and R&D investment remain risks.
My picks: NBIS for growth, RKLB for the future.
#RocketLab财报前瞻：Neutron火箭进展如何？
