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#BerkshireQ3CashOutlook Berkshire Hathaway’s Q3 report will put the spotlight on cash reserves, portfolio moves, buybacks, and insurance profits. The large cash position may look defensive, but it could also reflect strong capital discipline. With U.S. stocks still trading at elevated levels, Berkshire appears willing to wait patiently for opportunities that offer better risk-reward. As Abel takes a larger role in capital al location"Burning Is Not a Panacea: Three Platform Token Ledgers" Taking "burning = price support" as a formula can easily lead to misjudgment. The three platform tokens actually represent three different cash flow scripts. BNB has revenue, but its foundation is still not strong enough. Q3 network revenue was $54.2 million, a 54% quarter-on-quarter increase, yet daily active addresses dropped 14% to 2.1 million; tokenized stock trading reached $25.6 billion, with 80% concentrated in QQQB. There have been 37 burns totaling 1.646 million tokens, reducing supply to 131.5 million, with a target of 100 million. The revenue structure is relatively thin, so the burn narrative alone is unlikely to drive price increases in the short term. HYPE's cash flow is the brightest. Cumulative revenue reached $1.34 billion, with 97% of fees flowing back to AF buybacks, having purchased $1.26 billion worth of tokens; annualized buyback is 7.5%, P/E ratio about 13 times, making the model clean. However, the November 6 unlock will release selling pressure of about $760 million at current prices, so it’s reasonable to wait and see before it lands. OKB is the most "boring": no protocol revenue and no L1 narrative; fixed supply of 21 million tokens, 0% inflation over 90 days. In a flat market, pure deflation actually highlights scarcity value. Deflation is just a shell; buying demand is the core. Don’t mix the three scripts: BNB depends on whether revenue can grow thicker, HYPE waits for unlock selling pressure to be absorbed, and OKB relies on fixed supply to maintain its narrative. The burn story sounds good, but real cash flow and selling pressure ledgers are more honest.#USJobsBeatExpectations 165,000 jobs added in October. Economists expected approximately 65,000. Unemployment rate: Fell to 4.1% from 4.2%. Wage growth: 3.1% annually. Previous August and September figures were revised upward by 84,000 jobs combined. What does this mean for markets? US Dollar: Could strengthen. Gold: Could face downward pressure. Stock market: Strong employment supports economic growth. Federal Reserve: Strong jobs may reduce the urgency for interest-rate cuts and increase expeValuation has been cut down, $ANTHROPIC is now 1.35 trillion Bargaining Wall Street has trapped scalper institutions Hahaha🤣 The financial market has become more interestingLeverage risk is gradually releasing, and BTC is waiting for the non-farm payroll data to guide its direction. BTC hovers around 77,400, ETH around 2,300, fear index at 34, market sentiment remains cautious. In the past 24 hours, liquidations totaled $1.254 billion, with longs accounting for 88%, indicating a large-scale washout of bulls. However, short positions have also started to face a counterattack, increasing the risk of continuing to short. The funding situation has not shown obvious improvement for now; on November 5, BTC ETF saw a net outflow of $430 million, and institutional buying remains insufficient. Tonight's non-farm payroll is the real direction selector. Stronger-than-expected employment may suppress the crypto market, while weak data could trigger recession concerns. Key observations: BTC: 76,800 support, 78,500 resistance. ETH: 2,277 support, 2,330–2,350 resistance. My approach: Don’t rush to take a position before the data release; wait for BTC to firmly hold above 78,500 or confirm the 76,800 support before considering entry. In a choppy market, preserving capital is more important than chasing rebounds. #USJobsBeatExpectations #Велика готівкова резервна сума Berkshire, у фінансовій звітності буде розкрито останні тенденції All eyes are on Berkshire Hathaway (BRK.B) releasing its Q3 earnings tomorrow, Nov 7. Traders are watching whether Warren Buffett is continuing to hoard record cash reserves or secretly buying up value opportunities. High cash reserves usually mean big players are preparing for volatility. Are we getting a market pullback, or is the Oracle waiting for a major dip to buy? 🤔$ETHFI could be approaching a major turning point. A rounded-bottom formation near $0.259 suggests buyers may be gaining strength. The next key step is breaking the descending trendline. Potential upside levels: $0.65 → $1.90 → $3.20 Long-term projection: $8.20 A breakout could change the entire market structure. Confirmation is what matters now. NFA. Trade responsibly.#RocketLabQ3Neutron Position Daily Report: Risk appetite cools down, mainstream coins shift to short-term defense ETH faces concentrated deleveraging: $150 million liquidated in 4 hours, $870 million liquidated across the market. ETF net outflows for 7 consecutive days, BlackRock reduced holdings by about $100 million; on-chain USDT holdings dropped 14.35%, but leverage ratio rose to 0.79, funds clearly moving to Tron’s low-fee channel, Tron USDT scale breaks $25 billion record. BTC retreated to around $76,000, Trump media nearly cleared 4,259 BTC, marginal selling pressure signals worth monitoring. Regarding SOL, Loanscale suspended after attack, DEX weekly trading volume halved; co-founder toly and foundation publicly disagreed, Ansem opened 20x short positions, sentiment and liquidity both weak. Summary: BTC, ETH, SOL remain under short-term pressure, waiting for liquidation clearance and capital flow stabilization, not advisable to catch falling knives hastily. $BTC $ETH $SOL #非农今晚揭晓，美股大跌后市场如何押注12月加息？ #比特币承压，ETF近7日净流出约11亿美元 $GRT Blockchain data is only valuable when it can be accessed efficiently. The Graph provides indexing infrastructure that helps applications retrieve blockchain information without independently processing every historical event. As on-chain ecosystems become more complex, reliable data infrastructure becomes increasingly relevant. The important question is whether demand for indexing services can develop into sustainable network economics.$JUP Solana's trading ecosystem demonstrates why liquidity aggregation matters. Jupiter helps traders access liquidity across different venues without manually navigating multiple platforms. Its broader ecosystem ambitions also create additional dimensions to evaluate beyond trading volume. The challenge is maintaining relevance as competing aggregators improve execution quality and users become increasingly sensitive to transaction costs.$STX Bitcoin's development landscape continues to explore possibilities beyond basic value transfers. Stacks introduces smart-contract functionality and applications connected to the Bitcoin ecosystem. This creates an interesting proposition, but technical differentiation alone is insufficient. Developer activity, application demand, network security, and the actual usefulness of Bitcoin-based applications will determine whether this ecosystem can sustain long-term growth.$BTC BTC needs real immediate liquidity to regain momentum Despite the global open interest rising to about $374.5 billion, the picture remains weak in terms of immediate demand • Spot Bitcoin funds recorded net outflows of $430.2 million on November 5. • BTC flows over the last 24 hours showed a net outflow of about $259.6 million • In contrast, liquidity moved to stablecoins, with more than $302 million flowing into USDC. • An increase in leverage alone does not mean new money is entering the market; it may increase the risk of liquidation$ETH family, Ethereum's current price is 2220. The candlestick chart just barely stabilized a few days ago, finally giving everyone a glimmer of hope for a bull market, but today it hit you with a big bearish candlestick. @大勇干短线（互动） This is clearly a fake breakout trap by the main force: first pumping it up to make you think the bull market is back, then when you chase the price up, they hit you with a sucker punch. The price has now dropped back to 2200. This sharp decline indicates that the bulls have completely collapsed, market sentiment is extremely panicked, and don't think this is a bottom-fishing opportunity. The main force could probe lower again at any time! The EMA short-term bearish alignment is fully formed, and the MACD indicator's downtrend is still ongoing. The candlestick has broken below the middle band and is approaching the lower band, and the Bollinger Bands are widening downward. This is a typical signal of bulls being slaughtered and a one-sided decline $BTC Non-farm payrolls are here again. Will it still be a coin toss this time? Let's clarify the sample first. Since 2020, on non-farm payroll days, $BTC has moved about 2.1% on average, roughly the same as usual. There is no fixed direction; gains and losses are about evenly split. The sample also has limitations. After weak data in September, $BTC rose over 2% to about $87,000. After strong data in August, it fell about 3.2% to around $79,600. The directions were exactly opposite; the sample only reflects the past and does not predict this time. Current comparison: new jobs about 165,000, expected about 59,000 to 65,000. Unemployment rate about 4.1%, expected about 4.2%. The probability of a rate hike in December rose from about 67% to about 76.8%. $BTC first surged to about $76,100, then pulled back to around $75,600. Patterns rarely determine the direction on the day. Let's first see how the next inflation data and the 10-year yield move before the December meeting.Regulatory side: Relevant departments of the People's Bank of China responded—Solana's high-profile promotion in Shanghai has been stopped, and the involved organizations and individuals will be investigated. The stance is very firm: promoting SOL and supporting stablecoin issuance and trading are considered illegal financial activities under the existing "Notice". The key issue is not "tomorrow's price fluctuations," but that the landing space for public chain brands in mainland China has been marked with a red line again; overseas narratives and domestic compliance are two different scripts. Confidence level: High | Source: Media relaying the central bank's stance (off-chain). Stopping the activity ≠ immediate pricing impact; first, see how the investigation scope expands. Are you focusing more on compliance boundaries or just watching market fluctuations? $SOLBREAKING: 🇺🇸 White House is reviewing a new rule allowing Americans to invest in Bitcoin & crypto through their 401(k) retirement accounts. THIS IS HUGE FOR CRYPTO ADOPTION! $BTC #USJobsBeatExpectations $AAVE Aave’s long-term relevance depends on more than the amount of capital deposited into its lending markets. Sustainable borrowing demand is equally important. A protocol can attract substantial liquidity, but without consistent borrowers, that capital may not generate meaningful economic activity. The relationship between deposits, utilization, and borrowing costs offers a much clearer picture of lending-market health. $ARB Ethereum scaling is no longer simply about making transactions cheaper. The bigger challenge is building an environment where applications can retain users after incentives disappear. Arbitrum has established itself as an important Ethereum Layer-2 ecosystem, but sustained application demand and liquidity retention will ultimately matter more than temporary activity spikes. $LINK Chainlink addresses a fundamental problem in blockchain infrastructure: smart contracts cannot independently access reliable external information. Price feeds, cross-chain communication, and data services create practical infrastructure demand. However, technological importance does not automatically translate into token demand. The connection between network usage, service economics, and LINK's utility remains an important part of its investment thesis.#Huge cash reserve for Berkshire, the financial report will reveal the latest developments 3️⃣ Stock buybacks: Does management see Berkshire's current share price as a good buying opportunity? In my opinion, the size of liquidity and capital allocation decisions may reveal Warren Buffett's market outlook more than earnings figures alone. 💬 Discussion question: Is holding high cash levels amid market volatility a sign of smart caution, or does it mean missing out on significant investment opportunities? $ONDO Tokenized real-world assets represent an interesting bridge between traditional finance and blockchain infrastructure. Ondo's focus on bringing financial products on-chain places it in a sector where regulatory clarity, asset transparency, and distribution channels matter enormously. The real test is whether tokenized products can attract sustained demand beyond the initial excitement surrounding RWA narratives.ZEC and NU7 🛡️ Today, October 20, the Zcash development team made the final decision as planned on activating the NU7 mainnet, targeting November 5; NU7 was already on the testnet as of October 6. ⚡ NU7 reduces block time from 75 seconds to 25 seconds and introduces the Network Sustainability Mechanism, while retaining the halving schedule (Cointelegraph). 🗳️ Holder vote: 98.9% support keeping the halving, 99.9% (by ZEC weight) support faster block times. 🕒 I haven't found the final decision result from today; please verify it yourself before posting. I’m not sure if a smooth upgrade will affect the price; it might already be reflected in the price, or I might be mistaken. 📍 Events I’m watching: • Whether today’s decision confirms November 5 • ZEC’s reaction after the decision Do you think ZEC’s price movement after the announcement will be more important than the upgrade itself? $ZEC #Zcash #ChipStocksFallOver12% $BTC $ETH $ZEC $NEAR NEAR's account abstraction and chain abstraction ambitions address an overlooked obstacle to mainstream blockchain adoption: fragmented user experiences. Most people do not want to manage complicated wallets, networks, and transaction processes. Simplifying those interactions could make blockchain applications more accessible. Execution matters, though; better infrastructure must eventually translate into recurring users and meaningful ecosystem activity. #BerkshireQ3CashOutlook $What made me appreciate $BTC more deeply is its peer-to-peer transaction system. Bitcoin enables users to transfer value globally without requiring banks or centralized payment providers. Its decentralized verification, transparent ledger, and resistance to censorship provide practical advantages. Most blockchain projects deliver only one or two of these characteristics, while Bitcoin brings them together through a simple, reliable network design.$BTC Tonight, the BTC support at 75500-74900 looks more and more fragile to me! This support doesn't seem that solid today. Although there are buy orders in the spot market, the volume is very low, which can't really sustain the market's bullish sentiment. A few days ago, the rise squeezed shorts; yesterday, the drop squeezed longs. The market's deleveraging is happening very fast, cutting deep each time. The most awkward situation now is: definitely can't chase shorts anymore, as chasing shorts risks getting caught in a rebound. But blindly going long is also uncomfortable, because support isn't something that can be held just by drawing a line. What actually makes $ETH interesting to me is its ability to support programmable transactions through smart contracts. This infrastructure allows developers to create decentralized financial services, automate agreements, and build applications without depending on traditional intermediaries. Many blockchain networks focus on only one or two capabilities, but Ethereum combines flexibility, transparency, and composability, making its technology worth following.$ETH #RocketLabQ3Neutron The reason I think $BTC deserves continued attention is its fixed supply mechanism. With a maximum limit of 21 million coins, Bitcoin operates under predictable monetary rules that cannot be changed by a central authority. This creates scarcity, transparency, and long-term supply certainty. Most blockchain projects offer only one or two of these qualities, making Bitcoin’s combination particularly worth studying.$BTC #BerkshireQ3CashOutlook What actually convinced me to take $BTC seriously is its decentralized proof-of-work infrastructure. It allows independent verification, reduces reliance on centralized authorities, and maintains a transparent transaction history. Most blockchain projects usually achieve only one or two of these properties effectively. Bitcoin’s combination of security, decentralization, and predictable monetary rules is what makes its infrastructure worth watching.$BTC When analyzing a company, I pay attention to factors beyond short-term price fluctuations. Revenue growth, profitability, market demand, and management decisions can more fully reveal its long-term potential. A temporary market slowdown does not always mean a company is weak. Sometimes, the fundamentals tell a different story. $xSPCX #RocketLab财报前瞻：Neutron火箭进展如何？ 🚀 $xTSLA / USDT Update * Price: $xTSLA 359.51 (+6.12%) * 24h Range: $335.90 – $362.63 * MA5: $xTSLA 376.38 📈 Prediction * Short-Term Trend: Relief bounce after testing the $335.90 low. * Next Target: Retesting the $376.00 resistance zone (MA5). * Key Support: $335.00. #xTSLA #Crypto #USDT #Trading #MarketUpdate Don't rush to catch the falling knife! $BTC /$ETH this move is not simple (｡•́︿•̀｡) Brothers, don't rush to bottom-fish BTC and ETH just yet. This drop isn't that simple; the V-shaped rebound script from the day before yesterday may not repeat, and it's far from time to go long. On the macro side, the Democratic Party's stance is putting pressure on tech stocks, risk appetite is cooling down, which is bad news for the crypto space; the probability of a December rate hike is still around 80%, like a mountain pressing down, making it hard to take off. Tonight's non-farm payrolls are crucial and will determine the Fed's policy direction going forward (๑•̀ㅂ•́)و✧ If tonight there is a downward spike to 74000–72000, that level could be considered for going long; but chasing in now risks getting stuck if it really hits 72000. Wait for the data first, then act, don't rush (｡•́︿•̀｡) #非农今晚揭晓，美股大跌后市场如何押注12月加息？ 纳指收跌 5.3%、标普 500 同步下挫 3.5%，市场已经默认这一轮科技成长的趋势直接转空，所有人顺着大跌的盘面押注持续下行。费半 11.2% 的单日跌幅，是自 2020 年 3 月之后最狠的一波杀盘，这个数字足够把短期情绪直接压进极致恐慌。 盘面之外很容易被跳过的细节，是同一天 QQQ 录下 0.48% 的正向收益。指数层面大面积流血，但资金没有不分品种无差别出逃，有一部分资金在剧烈跳水的间隙承接筹码，没有完全顺着市场的恐慌共识离场。 市场主流判断把这一轮下跌定义成科技景气周期的拐点，这套叙事想要站稳，需要 AAOI 的 Q3 财报给出低于预期的结果。我保持偏观望的态度，只有这份财报不及预期，当下的抛压逻辑才会被夯实；一旦业绩兑现放量，眼前这一波抛售，就只是情绪催生的错杀。 这一轮下跌距离上一次同级别回撤，也就是 2025 年 4 月的大跌，间隔并不算久。短时间连续出现大幅回撤，会改变很多资金的风险偏好，后续就算反弹，资金进场的节奏也会变得谨慎。 拉出你手里科技仓位的分时，对照费半的波动曲线，逐个确认标的是被动跟随大#BerkshireQ3CashOutlook Berkshire Hathaway’s Q3 report will put the spotlight on cash reserves, portfolio moves, buybacks, and insurance profits. The large cash position may look defensive, but it could also reflect strong capital discipline. With U.S. stocks still trading at elevated levels, Berkshire appears willing to wait patiently for opportunities that offer better risk-reward. As Abel takes a larger role in capital al location🚀 $ETH / USDT Update * Price: $ETH 2,232.01 (-0.27%) * 24h Range: $2,206.00 – $2,269.29 * MA5: $ETH 2,284.56 📈 Prediction * Short-Term Trend: Consolidating near support after a rejection from higher levels. * Next Target: Retesting the $2,284.00 resistance (MA5). * Key Support: $2,200.00 zone. #ETH #Ethereum #Crypto #USDT #Trading #MarketUpdate #美国新旧国会交接或影响美伊局势 "Congress Shakeup Causes Bitcoin to Plunge and Sparks Division" The dust has settled on the U.S. midterm elections, with the Democratic Party winning control of both chambers of Congress. The new Congress will officially take office in January 2027, and during the transition period, the White House still retains options for military actions against Iran. Bitcoin just touched $80,299 on November 3rd, but the next day faced a $981 million sell-off, dropping over 5% and retreating to the $75,800 range for consolidation. Major players on the floor did not buy into the risk-off sentiment; the market's core focus is on the substantive constraints that congressional oversight and funding reviews will impose on the situation after the new Congress takes office in January 2027. $BTC 🚀 $xSKHY / USDT Update * Price: $xSKHY 127.30 (+5.01%) * 24h Range: $120.50 – $133.50 * MA5: $xSKHY 138.47 📈 Prediction * Short-Term Trend: Relief bounce after touching the $120.50 low. * Next Target: Retesting the $138.50 resistance zone (MA5). * Key Support: $120.00. #xSKHY #Crypto #USDT #Trading #MarketUpdate This is HUGE 🇷🇺 Russia's central bank has approved Bitcoin, Ethereum, and USDT trading for retail investors starting November 17. Russia doesn't want to miss out on crypto. #USJobsBeatExpectations Over ten million long positions liquidated, yet the price remains sideways? $BTC: Grinding all night, longs can't hold for now $75,964, 24h -0.62%, long-short ratio 3.02 (4h ago 2.97), open interest $2.68B. In the last 4h, $8.562M longs and $2.095M shorts liquidated. Overnight dipped to $74,888 then pulled back. Holding $74,900 is key to have confidence to look higher. $ETH: Hovering above 2,200, longs got cleaned out $2,236, 24h -1.34%, long-short ratio 3.49 (4h ago 3.49), open interest $1.56B. In the last 4h, $4.946M longs and $739K shorts liquidated. Overnight fluctuated between $2,210–$2,250, failed to hold $2,250. $2,206 is support; if lost, expect $2,100. $SOL: Oscillating around 90, shorts exited first $90.69, 24h +0.35%, long-short ratio 3.80 (4h ago 3.78), open interest $310M. In the last 4h, $678K longs and $1.032M shorts liquidated. The only one turning green, fluctuating between $89.7–$91.6. If $91.6 doesn't hold, it's pointless. Summary: In the last 4h, $18.052M liquidated, $14.186M longs and $3.866M shorts. Liquidations heavily skewed to longs, price didn't drop, the bottom is being ground out. For market record only, not investment advice #美国10月非农超预期，12月加息押注升温 Nearly $890 million liquidated in 24 hours, but it can't all be counted as crypto market liquidations As of 12:35 UTC, perpetual contract liquidations on four exchanges totaled about $892 million across approximately 190,500 orders; the statistics also include stock and fund contracts. $BTC and $ETH are the two crypto assets with the largest liquidations. To assess market pressure, asset categories need to be separated, and the number of orders does not equal the number of unique liquidations. #美国10月非农超预期，12月加息押注升温 #美股遭大幅抛售：费城半导体指数创2020年3月以来最大单日跌幅 #美国新旧国会交接或影响美伊局势 #伯克希尔巨额现金储备，财报将披露最新动向 Berkshire's massive cash reserves reflect its cautious stance on the current high valuations of the US stock market. If the earnings report shows continued hoarding of coins or a slowdown in buybacks, it will heighten market concerns about the US economic outlook and dampen investment sentiment; conversely, if there is a large-scale allocation, it could boost market confidence."Diving is not scary; what's scary is mistaking a rebound for a reversal (｡•́︿•̀｡)" BTC and ETH are both diving, the screen is glaringly green. But the real danger is not this single bearish candle, but the pressure convergence behind it. US stocks in AI and semiconductors are being sold off en masse, and the market is starting to ask: with data centers pouring in huge capital expenditures, when will profits be realized? As risk appetite for tech stocks declines, the crypto space can't remain unaffected either (￣▽￣)ゞ On the other hand, December Fed rate hike expectations remain high, with interest rates acting like gravity, making capital more cautious. The crypto sector is not at ease either: ETF outflows, previously accumulated leverage, have weakened the foundation for a rebound. Reports show BTC once dropped nearly 5%, ETH fell over 5%, and about $428 million long positions were liquidated in a single hour—besides active selling, forced liquidations are also accelerating ༼ つ ◕_◕ ༽つ Next, looking at the US stock market open: if tech stocks continue to weaken, BTC, ETH, and ZEC may continue to face pressure; a halt in US stock declines does not mean an immediate reversal in crypto. My judgment is that the last rally had a clear component of short covering, so the trend reversal cannot yet be confirmed. Therefore, whether BTC can hold around $75,000 and whether spot buying volume can pick up again is more important than guessing the "waterfall bottom." Don't get excited by the drop, nor loosen risk controls because of the rebound. The market can be emotional, but position sizing must stay calm (•̀ᴗ•́)و $BTC $ETH #比特币承压，ETF近7日净流出约11亿美元 BTC live trading records｜High leverage is not an opportunity, but a test The longer you trade BTC contracts, the more you understand one truth: correctly judging the direction does not guarantee profits. 100x leverage looks very tempting in terms of returns, but even a slight adverse market movement can put enormous pressure on your account. The biggest insights during this period: 1. Don’t blindly chase highs or sell lows; judge the trend before entering. 2. The higher the leverage, the stricter the entry point requirements. 3. Stop loss is more important than take profit; don’t let one mistake ruin the entire account. 4. Fees, slippage, and funding rates must all be included in trading costs. Trading is not about who earns faster, but who lasts longer. The market offers opportunities every day; what truly matters is risk control and waiting for your own market conditions. The next trade will only be one I am confident in.📈$SEI Sei focuses on high-performance blockchain applications, with particular emphasis on practical use cases in trading and finance. In market environments with high demands for execution speed and transaction costs, fast transaction processing capability is undoubtedly a significant advantage. However, what truly determines Sei's long-term competitiveness is not just speed, but whether the entire ecosystem can achieve sustainable growth. The following aspects deserve close attention: 📌 Liquidity depth: Can it attract more real capital into the ecosystem? 📌 Infrastructure security: Can the network maintain stable and secure operation continuously? 📌 Developer activity: Are more developers continuously building quality applications? 📌 Ecosystem adoption rate: Is the quality of on-chain transactions improving, and are real users consistently returning? My view: The long-term value of SEI ultimately depends on real applications and sustained economic activity, not just technical performance. A truly strong ecosystem is not only about fast transactions but also about making users willing to stay long-term. #SEI #SeiNetwork #Blockchain #Crypto #Layer1#BerkshireQ3CashOutlook Berkshire Hathaway’s Q3 results will be interesting to watch, especially given its massive cash reserves and current market conditions. I’m particularly curious to see whether Warren Buffett continues holding cash or starts finding new investment opportunities. The performance of its insurance businesses will also be important. Share buybacks could reveal how management views the company's current valuation.I'm watching Bitcoin closely. After the brutal sell-off, BTC is attempting to stabilize around the $75K–$76K zone. The next upside level I'm watching is $77,000, which represents roughly 1,000 points of potential recovery from $76,000. But there's a major risk: the US October jobs report came in much stronger than expected, with 165,000 jobs added versus 59,000 forecast. This has strengthened expectations of tighter Fed policy and could keep pressure on risk assets. My trading plan: $76,000: ImmRocket Lab's earnings report "exceeding expectations" needs to be analyzed in detail: the revenue surpassing expectations is supported by business fundamentals and backlog orders, with a not low probability; however, there is almost no room for "better-than-expected profitability" on the EPS side, and the further delay of Neutron has already changed the market's pricing logic for this earnings report — investors' focus may no longer be on the single-quarter revenue figures, but rather on management's statements regarding the new Neutron timeline, the recovery pace of launch business, and cash burn. Although Bank of America maintains a "buy" rating and a $115 target price, viewing the short-term weakness as a "buying opportunity," this judgment is premised on the Neutron development timeline still being considered "one of the biggest variables." Against the backdrop of Neutron's delay, a slight single-quarter revenue beat may not be enough to reverse market concerns about long-term catalysts.很多交易者容易陷入一个惯性误区：上涨的时候默认宽松一定会来，回调之后又立刻觉得大跌马上开启。这一轮下跌最核心的点，从来不是单纯的资金砸盘，而是前期定价的宽松预期被美联储表态直接打破，市场需要重新给高利率环境估值，这个过程远比单次跳水更磨人。 克利夫兰联储主席的发言，本质上不是释放新一轮强烈加息信号，而是浇灭了市场过早的乐观情绪。在此之前，不少资金已经提前押注12月政策转向、明年降息窗口提前，风险资产的反弹很大一部分就是交易这个预期。当官员重申通胀距离2%目标尚有距离，利率需要维持限制性水平，资金开始快速修正头寸，最先出逃的就是高估值、高弹性的品种。美股科技板块率先给出反应，纳指、半导体指数大幅回撤，恐慌指标快速抬升，跨市场的风险偏好传导到加密市场，形成了这次联动下行。 盘面上面BTC走出高开后逐级下杀的形态，反弹过程里没有持续性买盘承接，低点持续下移，放量下行是很明确的弱势信号。81000-81500这个区间，从之前的支撑直接转换成短期强压力，后续想要重回反弹通道，必须重新站稳这个区间，否则每一次反弹都更偏向修复诱多。76400是当下短期的关键支撑位，这个位置只是阶段性的情绪支撑，不是🌉 Bitcoin's bridge to DeFi is back: Threshold's tBTC nodes reconnect at 8:00 Beijing time, putting tokenized $BTC back to work on Ethereum. Every piece of BTC infrastructure coming back online while $BTC holds $75,000 is another brick in the floor. Support: $75,000 then $74,900. Resistance: $76,371 then $79,000. Does BTC's DeFi leg kick off next? 👇 #BTC #Bitcoin #CryptoEthereum has taken a serious hit, falling from $2,420 to $2,206 before recovering toward $2,240. ETF outflows, leveraged liquidations, the US tech-stock sell-off and rising market fear have all added pressure. But the important question is whether sellers are finally losing momentum. Here's what I'm watching: 1. The $2,200 battle ETH has repeatedly attracted buyers around $2,200. A sustained recovery above this area could indicate short-term stabilization, but repeated tests also risk weakening A black swan event occurred, Bitcoin plummeted at lightning speed It rose 4000 points last night, and dropped 4000 points today Fortunately, before the black swan, Bitcoin faced resistance at the 81000 level and dropped immediately, with a sudden decline of 4000 points Next, we need to watch if the 75000 support level breaks; if it breaks, it will likely head straight to 69888 Yesterday, many teachers were still celebrating long positions, shouting bull market, this is the market You must immedi