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$BTC Are institutions also unable to hold on? Bitcoin ETF sees a weekly outflow of $1.28 billion!
What’s truly worth paying attention to in this Bitcoin decline might not be the price, but the attitude of institutional funds.
Last week, the US spot Bitcoin ETF had a net outflow as high as $1.28 billion, marking the largest single-week outflow since the end of June.
Among them, BlackRock's IBIT alone saw an outflow of $1.209 billion.
What does this mean?
Institutional funds, once regarded by the market as a key buying force for Bitcoin, are now starting to withdraw on a large scale. $BTC
I have always believed that ETFs are an important incremental source of funds for the Bitcoin market, but institutions should not be seen as long-term believers who will never sell.
Institutions buy to allocate, and sell to manage risk. $BTC
What really needs to be watched is not the outflow of funds over a day or two, but the continuous expansion of outflows while the market still waits in vain for new buying interest.
What Bitcoin needs now is not more optimistic forecasts, but real capital inflows. #美国10月CPI前瞻：12月加息预期会否改变？ #RocketLab财报前瞻：Neutron火箭进展如何？ #ASTS推进手机直连卫星服务，商业化进展待披露 11.9 Monday XAU Market Share
On the 4-hour chart, it stands above the three Alligator lines, moving averages have recovered bullishly, KDJ and RSI have entered overbought territory, and the bottom reversal is forming. There is a short-term need for a pullback correction, but the overall trend remains bullish.
$XAU: Buy in batches near the 4095-4075 pullback area, target 4140-4180, if broken, continue to look up to 4200. #ASTS promotes direct satellite service connection for mobile phones, commercialization progress to be disclosed Jensen Huang's affair hit Nvidia hard, and the token on OKX has already priced in the US stock movement.
Last Friday, the stock closed at 186.64. On Sunday, he admitted to an extramarital affair, the board launched an independent investigation, and he declared he would stay. Pre-market US stocks reported 176.2, down 5.5%. XNVDA current price is 176.78, down 5.9% in 24 hours, only 0.31% difference from the pre-market price.
The divergence is all in volume. 24-hour trading volume is 10.16 million USDT, the 8 PM hourly volume was 1.469 million, 4.61 times the average volume of the previous five hours, with price moving only 0.29%. About 130,000 USDT buy and sell orders are each placed at the 1% order book level. Huge volume without price movement indicates a pre-market betting standoff, not a one-sided sell-off.
The extramarital partner was reported by US media to involve national security concerns; China's Foreign Ministry responded that this claim is unfounded. This is the root of the two camps' disagreement. One side believes the pre-market price is set, the stay statement is confirmed, and the stock opened lower but narrowed its decline; the other side believes if the investigation escalates to personnel or chip export levels, the 5.5% drop won't hold, as Nvidia on the London exchange fell over 6%.
Two points are easy to misread. The token is not a stock and has no shareholder rights; the 0.31% discount does not guarantee it will always stay that way. Pre-market trading is thin, and 176.2 is not the final opening low price.
At 10:30 PM market open, watch three numbers: how much the stock opens lower, whether XNVDA follows, and which way the price gap tears. If the stock's opening drop narrows but the token falls below 173, the proxy pricing has a crack.
$xNVDA $ETH Today BTC dropped 1.6%, it dropped 4.9%, 3.3 percentage points worse than the overall market.
The last record of ETH on 2026-11-09 19:30 was $2,119.60, now $2,125.64, up 0.3%.
The low touched $2,063.29, now pulled back to $2,125.64, a 3.0% rebound from the low.
RSI 38.3, relatively weak. Support at $2,063.29, resistance at $2,243.57.
Catching a rebound in a weak market is the easiest way to get hit. Wait for it to stand back up on its own before making a move.
First see if $2,063.29 can hold, reclaiming $2,243.57 means today's bearish candle is fully digested; chasing then would be too late.
At this price, are you adding to your position or just watching for now?
#币圈 #ETHAfter reading, I noted three things, first focusing on the number "over 700,000 new wallets added in 48 hours":
1. I think this is a positive signal of wallet reach capability, but it cannot be directly equated with a demand explosion; according to Durov, wallets only activate after users receive Gram.
2. Creation, activation, and continuous use—I will check these separately. The number of new wallets cannot be directly taken as the number of new active users. I care more about subsequent usage because just claiming and leaving it idle versus actively using repeatedly has very different implications for the on-chain ecosystem.
3. If these wallets can retain users afterward, then this growth might bring sustained demand to applications. This is my speculation; for now, I won't count it as a realized benefit. In short, I first note the entry growth, then wait for retention verification; what would everyone add as a fourth observation item: wallet active days, or the proportion of non-claim transactions?$PIEVERSE is the leader today despite the mainstream coins all dropping; it tops the gainers list. Honestly, with such a high market cap but such low trading volume, last time it hit 2, the main force sold off and reversed into a big drop. This time, using the same method and approach, short positions with small holdings at this price level make short-term trading very comfortable.熬半年到一年吧 真没想到以这种方式到达73k......朝鲜黑客、美国跌熔断都没黄仁勋的几把厉害，本来计划黑天鹅梭哈的，才发现，原来这才是真正的黑天鹅啊😭 早上看到散户做多还是非常浓烈，主力把65k上方的大单全部撤掉了，现在散户还是多头热烈，主力挂上了70k的大单。强势山寨已经不创近期新低了，但大饼还在探底，这太少见了...... 我从9月末喊的超万刀回调，已经实现了，回调了13000刀，接近16%，周线五连阴，3日线有收敛态势，日线3日线和周线全超卖，BTC还在负gamma区挣扎.....我认为还是有非常强烈的反弹需求，但74k守不住的话，就GG了，那时的现货就装死行了 兄弟们，怎么看啊，是一泻千里到68k，还是一支穿云箭到80k呢？This time, ETH's decline is significantly greater than BTC's, and there are several reasons behind it.
1. Continuous outflow of ETF funds
Recently, ETH spot ETFs are still facing pressure from fund withdrawals, with insufficient institutional buying.
2. Leveraged long positions liquidated
ETH is more volatile, and during declines, long positions are more easily liquidated, accelerating the drop.
3. Technical breakdown
After ETH broke below $2200, short-term support retreated to $2100–$2120, with the next psychological support at $2000–$2050.
4. Risk asset position reductions
When the market seeks safety, funds tend to first shrink high-volatility assets; ETH is more likely to be reduced compared to BTC.
The first short-term resistance for ETH is at $2200, the second resistance is at $2280–$2300. Before reclaiming $2200, any rebound should be viewed as a weak recovery.$BNB Damn it! The dump on BNB is too obvious this time, the 685.47 level clearly shows the manipulative whales want to shake out holders. Guys, look at the candlesticks, once volume expands, there's selling pressure all above, purely technical movement, has nothing to do with news. Take my advice, don't rush to bottom-fish, I've seen this shakeout pattern many times. Watch if the 660 area below can hold first. If you have positions, consider trimming around 685.47, don't hold stubbornly. For those wanting to follow, check the market depth on the card below, keep your position light, and set stop-loss properly. This is just my personal opinion, not investment advice. Contract leverage carries extremely high risk, please manage your position size yourself, profits and losses are your own responsibility.
👇👇👇I think Bitcoin might rebound a bit.
Although the super trend of $BTC is currently downward,
there are still some small rebounds along the way.
Today, the lowest point dropped to around 73400.
It dipped briefly but feels like it will rebound slightly.
The resistance level above is 76800,
there's a chance to rebound to this level.
You have to believe that without a super black swan,
the market won't drop in a straight line,
rising and falling is the norm.
But the overall trend is still downward.
#BTC与ETH现货ETF单周净流出超16亿美元 1. BTC has been declining slowly for a month and has fallen below $75,000, but unlike the major daily drops to $60,000 in May-June due to significant negative news, it has chosen a mild downward trend. Additionally, the Fed's rate hikes in December have increased market panic.
In principle, as long as it doesn't break below $69,000, BTC still belongs to a large-scale bullish market with an end-of-year target of $100,000. If $69,000 is broken, everyone will suffer for at least a year.
2. ETH dropped sharply from $2,800 to above $2,000 last time. If it deliberately breaks below $2,000 and then rallies, that would be a bit unpleasant. I believe buying spot here is the same; do not sell below $3,800.
3. SOL has broken the $100 support level, with an extreme support at $65 where you can go all in. The long-term target is to clear out at $160 without even looking at the previous high, which is quite good.
4. US stock AI SanDisk fell below $1,000 but did not drop to $500. There is actually a gap around $1,030 that may or may not be filled. The extreme upper boundary is around $1,500. Honestly, the AI market is dead; from now on, it’s just dead cat bounces. It’s really better to play BTC. What I see is that you all lose money and your profits have been wiped out playing these US stocks.
5. Altcoin ZEC has seen a large profit drawdown. I have not experienced rollercoaster rides with two unleveraged profits. The supports remain at 1,208 and 888 as extreme supports.
6. We laid out some UNI at 6.4 last time, it rose to 7.8 with a 20% profit that we didn’t take. I realize there really is no room for profit here.Google continues to increase its holdings of $SPCX shares.
According to the latest U.S. Securities and Exchange Commission filings, Google's parent company $GOOGL increased its holdings by 3.85 million shares of SpaceX in Q3 2026.
As of September 30, 2026, Alphabet holds a total of 555 million shares of SpaceX, valued at $83.7 billion, accounting for nearly 95% of its investment portfolio.
In January 2015, Google invested $900 million in SpaceX. More than 11 years later, the value of this investment has grown to about 93 times the original amount.A whale holding $253 million in long positions saw $140 million of longs liquidated during the 6 AM drop, incurring a loss of $61.41 million. Among these, 63,000 ETH ($135 million) were liquidated, realizing a loss of $48.47 million; 60.8 BTC ($4.56 million) were liquidated, realizing a loss of $550,000. The whale still holds BTC and ETH longs worth $113 million, with an unrealized loss of $12.39 million. BTC liquidation price is $72,197, ETH liquidation price is $2,004 #交易之声：你的经验值得被听到 $BTC $ETH 2026年10月，14家主要加密货币交易所的现货成交总额约为6236亿美元，较9月下降约9.3%。样本中前十大交易所合计占比约62.9%，其中币安以44.8%的份额遥遥领先，OKX占9.9%，Bybit占8.2%。数据已进行预处理以剔除疑似刷量交易，但具体方法未披露。 这是现货成交量连续第二个月下滑，反映出在宏观经济不确定性和加密价格区间震荡的背景下，市场活跃度有所降温。交易量的萎缩可能意味着散户参与度下降，而机构资金则可能转向衍生品和其他生息工具。 市场集中度风险凸显 币安在样本交易所中占据44.8%的现货份额，尽管面临多国监管压力，其主导地位依然稳固。OKX和Bybit分别以9.9%和8.2%的份额位居其后，差距显著，凸显出加密交易领域“赢家通吃”的格局。这种高度集中引发了市场韧性方面的担忧：一旦最大交易平台出现运营中断，可能对整个生态系统造成系统性冲击。 前十大交易所合计掌控62.9%的成交量，其余众多小型平台争夺剩余份额。头部之外的高度分散可能表明，中小交易所难以吸引流动性，这一趋势或将加速行业整合。 刷量疑虑犹存 数据经过预处理以应对疑似刷量交易，这一点值得关注。刷量交易——$ETH recovery after the crash, can the market steadily move upward?
After a significant sell-off, Ethereum is currently hovering around 2120, with 2100-2135 becoming the main range.
Every time Ethereum tries to rebound and break through this range, it faces significant selling pressure. Xing Jie feels that the current bullish attack trend is not strong, mainly because the market sentiment is still not unified, and the bullish mood is not optimistic. If it cannot break through 2150 in time, it will most likely drop to 2070 tonight.
The bulls' defense is starting to shift downward, most likely aiming for the 1.4 billion long liquidation zone at 2070. However, the bulls' defense is not particularly strong. Xing Jie thinks it is possible to short around 2130, set take profit at 2070, and aggressively hold until 2050, with a timely stop loss if it breaks through 2155. #美股暴跌后科技股反弹，纳指周线仍跌约3.4% Cathie Wood’s latest argument on Bitcoin and gold deserves more attention than the usual “digital gold” slogan. Her point is that $BTC does not need to move in lockstep with bullion to earn its store-of-value case; on a relative basis, there is still room for Bitcoin to break higher against gold. That framing matters because it quietly rejects the habit of pricing crypto through whatever US equities and gold are doing on any given afternoon. If Bitcoin’s market is to mature, it has to generate iCore DAO 所谓王牌（核心技术+标杆产品） 一、底层王牌：Satoshi Plus 共识（最大叙事卖点） 1. 混合共识，比特币算力 + BTC质押 + CORE质押三方共同保护网络，宣传为“比特币安全加持的EVM公链”。 2. 支持自托管BTC质押：比特币不用跨链、不用包装，用比特币原生时间锁就可以参与质押拿收益，资产用户自己保管私钥，是它和其他BTC二层最大差异点。 3. 双质押（Dual Staking）：同时质押BTC+CORE，解锁更高收益，制造CORE代币的需求。 4. 兼容EVM，以太坊工具、合约可以直接迁移，转账速度快、手续费低 。 风险：共识逻辑复杂，历史上出现过验证者奖励漏洞，需要硬分叉修复，机制复杂度带来安全隐患。 二、BTCFi（比特币DeFi，生态主赛道） 1. 自托管BTC质押系统 项目第一招牌，把沉睡的比特币变成生息资产，不需要把BTC交给托管方。产出BTC流动质押凭证，凭证可以在生态借贷、DEX中继续使用。 2. Colend（旗舰借贷） 生态原生头部借贷协议，允许质押BTC/LST做抵押借贷；现状：合约还在，但TVL萎缩特朗普对伊朗态度放缓，多方积极斡旋信号出现，美伊紧张局势暂缓，能源价格走弱！ 目前对于美伊局势以及能源市场所有的乐观都是来自特朗普在中期选举之后的态度缓和，虽然特朗普明确军事行动依旧存在，但是其言论也包含了外交途径沟通 #美股暴跌后科技股反弹，纳指周线仍跌约3.4% 这相比中期选举之前的持续强硬态度有所缓和，加上关键斡旋方卡塔尔访问美国，中国中东特使访问伊朗，伊拉克与美国沟通，特朗普要求伊朗参与斡旋等等 但是，虽然美伊紧张局势放缓，但是目前并不能认为美伊局势正式进入缓和信号，美国的“铁门特遣队”+经济封锁还在持续，显然地缘风险解除的背后还有经济以及能源实际运输风险存在，而霍尔木兹海海峡运输能力依旧是评估中东地缘风险的核心因素 美国“铁门特遣队”出现后伊拉克率先表态，向美国申请能源出口谅解备忘录，伊拉克领导人前脚刚更特朗普通过示好，后脚伊拉克大型油田就遭受无人机袭击，显然有地方武装对伊拉克政府与美国的沟通表示不满 而目前Brent 已经跌破95美元，这对风险市场无疑是一件好事，Brent处于目前价格已经明显减缓未来通胀压力，只要价格短期稳住不在突破95美元，12月加息的必要性将会大November 9 · Guanlan Market Analysis · Aunt Tai's Four-Hour Pan Analysis: Three Steps, Each Lower Than the Last
Good evening, classmates
First, look at the four-hour chart
Aunt Tai has been stepping down in three stages
The high point at 2586 broke 2520, the bottom of the 2400 box broke 2360, and the horizontal pan at 2280 broke down to 2050
Three steps, each lower than the last; after breaking each, it consolidates horizontally below before breaking again
Currently, 2119 is 70 points above 2050
There are three positions to watch
2280 is the lower edge of the last horizontal pan and also the current first resistance; 2140 is the high point of this rebound, just above it; 2050 is the low point of this wave, if broken, watch 2000
My view is bearish
The four-hour RSI is only 37, not yet oversold, indicating there is still room to go down
A word on the news
Today gold rose 1.7%, semiconductors 3%, Nasdaq basically unchanged, but crypto did not follow
Money is flowing into safe havens and stocks, not into the crypto space
So this rebound in Aunt Tai can only be considered a technical correction after a big drop
Trading advice
Bearish 2200–2220 with defense at 2280, target 2050; if 2050 breaks, do not chase, wait for a pullback to 2080 then reassess $BTC $ETH #美国10月CPI前瞻：12月加息预期会否改变？ Brothers, the US stock market is about to open. I took a quick look at the three cycle charts of $SKHY and want to give you a heads-up:
Tonight, the US market will most likely open low and then rise, so hold tight! Currently, the 1-hour MACD just had a golden cross turning green, and the price is consolidating near the 854 EMA20, but the 1-hour and 4-hour CVDs show large net outflows. Knowing how manipulative the big players are, at the open $SNDK SanDisk will definitely drag Hynix $SKHYNIX down with a sharp dip to scare people. After stabbing down and absorbing the bloodied chips, it will then pull up following the daily RSI oversold recovery demand. However, to be frank, the daily and 4-hour big bearish structures are not over yet, and the downtrend is far from completely bottoming out. If it does pull up tonight, for those with heavy positions, I suggest you reduce your holdings at the high between 867~873 during the post-dip rally to lower your risk. This market is only suitable for guerrilla-style T trading to reduce cost; don’t get stuck in a rigid long-only mindset! These past few days, I’ve watched many brothers in the group get liquidated for over a hundred thousand with heavy positions—it's truly heartbreaking to see 🥲.
In this volatile meat grinder market, staying alive is more important than anything. Take my advice: control your hands and never gamble with heavy positions! Preserve your capital so we can slowly do T trading to recover. Don’t hand over your principal just before dawn.ETH没有统一的“鲸鱼标准”，不同平台门槛不一样，和BTC（≥1000 BTC）口径区分开： 圈内最常用两套划分（Santiment / Glassnode） 1. 超级巨鲸：≥100,000 ETH 地址数量很少，几十到六十多个。 ⚠️ 这里面大头是：信标链质押合约、交易所托管钱包、ETF托管地址，真正个人大户极少。 2. 标准巨鲸：≥10,000 ETH（大家盯得最多一档） 大概 800～1100 个地址，这一档才是平时说的、会主动买卖影响行情的巨鲸，包含基金、大户、机构自托管钱包。 3. 大户/鲨鱼档：≥1,000 ETH 这个口径数量就多很多，几千个地址，很多是中型基金、质押服务商、DeFi国库。 最重要的误区（和BTC一样） 地址 ≠ 真实独立的人 - 信标链存款合约、Lido、Coinbase质押池、各大交易所冷钱包，全部会被统计进巨鲸地址； - 一个大户可以拆分几十个钱包；一个钱包里面是几万散户的钱（托管）。 所以链上只能数钱包地址，没法精确算出真实有多少个独立“人”是鲸鱼 。 简单对比你刚才问的BTC - BTC巨鲸标准：≥1000 BTC，对core的评价 海外社区对 Core（Core DAO）的评价 ✅ 看多一方（支持者） 1. BTC原生共识叙事 Core 提出 DPoW（委托工作量证明），把比特币算力引入自己的公链，支持者认为它是为数不多绑定BTC算力的公链，可以借用比特币的安全背书，属于BTCFi赛道项目。 2. 生态想象空间 社区看好它的BTCFi、SatPay等产品规划，认为可以把BTC资产带到Core生态做借贷、支付，打造BTC应用层。 3. 矿工群体关注 不少BTC矿工关注这个项目，因为可以在不大量增加额外挖矿成本的前提下，额外获得CORE代币收益。 ⚠️ 看空/谨慎一方（质疑者） 1. DPoW机制争议最大 很多比特币原生社区的人批评：DPoW并不是真正的比特币安全，只是借用矿工签名，存在安全模型漏洞；认为是“蹭BTC算力叙事”，并非比特币官方认可的拓展。 2. 合约与资产风险 DeFi研究者提醒：Core上的各类质押、借贷合约（Colend等）存在智能合约漏洞风险，一旦出事资产难以追回；历史上生态项目曾出现产品延期、功能不及预期。 3. 代币经济学争议 部分分析师认为代币释放量大，长On the four-hour level, the $NVDA perpetual contract moving average system has completed a death cross arrangement, with the MACD continuing to expand below the zero line, indicating a complete bearish trend structure without any signs of weakening.
On the one-hour chart, after the price retraced from 188 to near the opening average price of 190.27, it faced obvious resistance. The highs consistently failed to break the previous peak, showing insufficient short-term bullish rebound momentum. The logic of determining direction on a larger timeframe and finding rhythm on a smaller timeframe is validated here.
This 50x leveraged short position opened at 190.27 and reached a marked price of 176.69, yielding a floating profit of +356.86%. The key was not guessing the direction but waiting to act only after confirming the pressure zone. @大勇干短线（互动）
If the price rebounds again to the 185 to 190 range, and the one-hour chart shows signs of stagnation, it is still possible to observe with a light position; the first take profit at 176.69 has been reached, the second target is around 170, and the stop loss is uniformly set above 195.
Until the golden cross firmly breaks through key resistance, the bearish outlook remains unchanged. Let's catch the next market move together. $BTC $ETH #美国10月CPI前瞻：12月加息预期会否改变？ After experiencing a sharp correction from the previous high of 0.7058, EDGEUSDT has recently staged a strong rebound, surging over 15% in a single day, with the latest price at 0.3840.
From a technical perspective, the MACD indicator at the bottom has formed a "golden cross" below the zero line, and the momentum bars have turned from green to red, indicating that short-term bullish momentum is rapidly gathering, signaling a positive technical rebound in the market. The RSI indicator has also risen to a mid-to-high range, showing a recovery in buying sentiment.
However, it is important to be clear about its "new coin" nature. The 180-day decline of as much as -70.92% shows that this token has undergone severe value erosion and extremely volatile fluctuations. Although the recent large single-day surge appears strong, caution is needed as it may be a short-term emotional release after overselling. Given such a highly volatile asset, investors should remain extremely rational, closely monitor the strength of capital inflows, and avoid blindly chasing the rally. ⚠️Many people wonder: Why can North Korea, often reported externally for unstable power supply, nurture a world-class, highly threatening cyber warfare force?
Cyberspace is one of the few arenas where they can compete with major powers.
Bureau 121 and Lazarus are well-known APT groups in the cybersecurity community, known for precise attacks and covert operations.
Behind this is a highly systematized national training model:
Hackers are not self-taught in isolation but are selected by the state through multiple layers. Children with outstanding mathematical and scientific talents at around eleven or twelve years old are chosen, leaving their families to enter specialized closed schools in Pyongyang to deeply study computers.
Top students advance to Kim Il-sung University and Pyongyang Automation University. According to defectors, students have nearly 9 hours of classes daily, with almost no entertainment, and training targets directly focus on various online systems in South Korea, Europe, and the US.
After graduation, most are dispatched overseas.
The reason is practical: domestic network infrastructure is limited and unsuitable for operations.
They have a presence in Shenyang, Dalian, Russia, and Southeast Asia, externally posing as ordinary outsourced programmers undertaking overseas Web3 project development.
On one side, they are developers writing code for projects; on the other, attackers waiting for opportunities: using project contracts to probe system vulnerabilities or disguising as headhunters, setting traps with high-paying jobs to lure exchange technical staff. The sensational attack on Binance is a typical social engineering tactic.
Why target crypto assets?
The traditional banking system has long been closed to them due to sanctions, with cross-border fund transfers heavily restricted.
On-chain assets have anonymity and are hard to freeze, becoming a channel to bypass controls.
Building a missile requires a large amount of industrial raw materials and foreign exchange;
Training a top hacker only requires a computer and a stable network.
Once an attack succeeds, it can yield huge sums of money, which is an important source of foreign exchange for them.
For them, cyberattacks are a low-cost, high-return national-level strategic tool.
#hacker #cybersecurity #NorthKoreanHackersI'm watching $PIEVERSE closely after its strong move toward $1.63. Price is now around $1.50, so the original $1.60 setup needs an update.
A reclaim of $1.55–$1.57 could bring $1.63 and $1.68 into focus, with $1.72 as the next target.
If $1.40–$1.42 fails to hold, the bullish structure weakens.
Liquidity is building on both sides. I want to see which side gets taken first before entering. Are buyers still in control?#US October CPI Preview: Will the December Rate Hike Expectation Change?
The leader has something to say
I came across this CPI preview, so first, mark the calendar: At 21:30 Beijing time on Wednesday, November 10, the US will release the October CPI. The market expects the overall CPI month-on-month to be +0.3%, lower than the previous 0.6%; core CPI +0.2%, previous 0.3%. The background is October nonfarm payrolls increased by 165,000, unemployment rate dropped to 4.1%, and CME's bet on a 25 basis point rate hike in December has risen to about 80%. BTC is down 0.17% today.
My interpretation is: This is the real decisive moment this week. Nonfarm payrolls have already pushed the rate hike expectation to 80%, and the market is now betting on whether the CPI can pull this expectation back. If the CPI month-on-month really hits 0.3% and core 0.2%, it indicates inflation is cooling, easing rate hike pressure, allowing BTC and growth stocks to catch a breath; if it exceeds expectations, the December rate hike is a done deal, and risk assets will face another sell-off. The community is right: the rebound under strong nonfarm pressure is an oversold rebound, not a trend reversal.
BTC current price is about 75,000, consolidating Monday night. My approach: CPI lands tomorrow night, so before RKLB and ASTS earnings tonight, I won't leverage; I won't chase above 75,000, and if it breaks below 74,500, look down to 73,000. Before CPI comes out, all positions should be treated as overnight risks.
The above analysis is time-sensitive, please stay safe. $BTC $ETH $SOL Previously, everyone treated 0.07 as a solid bottom, but today on the 1-hour chart, a big bearish candle tore off that fig leaf, brutally smashing down to 0.06713. Watching the moving averages press down like a waterfall on the screen, I was even ready to cut losses, fearing this broken vehicle would completely fall off the cliff.
But I carefully watched the volume below for a while. When it hit the lowest point at 0.067, the red volume bar underneath was actually not as large as during previous sell-offs.
This scene is very familiar to me. A big bearish candle breaking support looks scary, but it's actually all retail panic selling. If big players were unloading heavily, the volume bars below would have exploded to huge levels. This kind of volume-shrinking drop, breaking the previous low and then wobbling back up to 0.06894, looks more like a deliberate break of everyone's psychological defense line to scare off the last wave of uncertain holders.
I'm not someone who understands advanced macro games, but I know the difference between "shakeout" and "crash." A drop without volume is often just shorts playing dirty. I switched the software to the background and went to get a glass of water. $DOGE, although the bottom looks broken, as long as there's no volume surge underneath, I treat it as a show and hold on.Today's $SNDK NDK short position entry point can be considered a top-tier opportunity in this market cycle. Friends who dare to enter and position can confidently hold their short positions; those who haven't gotten in yet don't need to rush. Wait for the US stock market to open tonight; the price will definitely follow the sentiment downward. The current buying pressure simply can't support the market pushing up.
As long as the Democratic Party doesn't ease regulations on AI computing power, this asset won't rise in the short term. It's basically impossible to see a significant increase. Previously, a fan with a relatively large position asked about the trading strategy. After careful consideration, we provided the safest approach: wait for the rebound to a high level after the market opens tonight, then short, leaving enough safety margin. The short position placed around 830 this afternoon has already been executed. Next, just wait for the profit to come out, with the first target at 790.The first L2 network in the Hyperliquid ecosystem, Elysium, has launched its mainnet. Known for perpetual contracts and a high-performance order book, the chain is now starting to build infrastructure for a scalable execution layer.
This signals a push to advance single-chain trading scenarios toward ecosystem integration: independent L2s will carry more applications, allowing on-chain activity and capital to spill over from pure contract trading into broader DeFi use cases. The direction is generally positive for HYPE, focusing on ecosystem expansion narratives rather than immediately changing the core trading business's profit structure.
For traders, such mainnet launches act as catalysts for sentiment and narratives, with short-term capital likely to chase a rally under the "ecosystem's first L2" theme. The key is whether there is real TVL, bridging volume, and application adoption post-launch, rather than just idle on-chain data; if there is only hype without actual capital follow-through, price gains are prone to quick retracement. Early liquidity and security audits on new chains remain variables, so it is better to track capital adoption rather than blindly chase highs.
Source: BlockBeats
$HYPEIt cannot simply be said that the bottom has been reached now.
BTC has pulled back from above $81,000 and is currently hovering around $74,000; after ETH fell below $2,200, short-term bearish pressure has increased.
Possible paths for further decline:
If BTC falls below $73,500, it may further test the $73,000–$73,200 range;
If ETH falls below $2,100, the next observation zone is around $2,050–$2,060.#ASTS advancing direct-to-phone satellite service, commercialization progress pending disclosure
The direct-to-phone satellite sector has reached another critical milestone. $ASTS ASTS (AST SpaceMobile)'s BlueBird constellation has always been one of the most promising projects in the industry. Its core highlight is that ordinary phones can connect directly to satellites without modification, enabling voice, broadband, and video communication, setting it apart from other solutions that require specialized terminals.
The company has obtained commercial authorization from the US FCC and spectrum licenses in overseas markets such as Brazil. It has partnered with operators like AT&T and Verizon. In-orbit tests have achieved peak speeds close to 100 Mbps, confirming the technology's viability. According to plans, the company continues to advance satellite launches and networking, aiming to gradually build a low-earth orbit constellation with continuous coverage to fill in blind spots in mountainous and oceanic areas not covered by ground stations.
However, the biggest market question lies in the pace of commercialization. Currently, it is mostly testing, regulatory approvals, and early orders. The official timeline for public service launch, pricing models, and sustained stable coverage capabilities are still awaiting further disclosure. High satellite manufacturing and launch costs, constellation networking progress, and cash burn rate are unavoidable risks.
Bullish investors bet on it opening a new frontier in the communications market with huge potential once scaled commercially; bears worry about a long cash burn cycle and commercialization falling short of expectations, making it difficult to quickly generate positive cash flow. This commercialization progress will determine ASTS's future valuation trajectory. $CELO is trading at $0.06582 (+5.54%), strong within its 24h range between $0.06023 and $0.06592.
Price is trading above MA5 ($0.06570), MA10 ($0.06523) and MA20 ($0.06463), after a sharp breakout from the $0.06023 low.
Driven by $584.81K USDT in daily turnover and 8.88M $CELO in 24h volume, holding above $0.06582 could open the way for a bullish push back toward the $0.06592 high.
@OKX成长学院 #DailyOrbit SanDisk experienced a rollercoaster ride in two days; is it still worth chasing this storage chip rally?
One of the most exciting stocks in the US market last week was definitely SanDisk $SNDK.
It plunged 22% on Thursday and then rebounded 3.55% on Friday. Storage chips, which were once favored by the market, have suddenly become a major target for sell-offs.
But looking through SanDisk's financial report, the performance is indeed impressive.
The latest quarterly revenue was $11 billion, a 23% increase quarter-over-quarter, with data center business revenue at $4.8 billion, up 61% quarter-over-quarter, and the adjusted gross margin reaching an astonishing 85.1%.
That profit margin is just outrageous.
Moreover, the company has announced a 1-for-8 stock split effective November 19.
However, I remain somewhat cautious about SanDisk's short-term trend.
Storage chips have always been cyclical; when prices rise, profits can increase rapidly. But once supply and demand shift, the decline can be quite severe.
Currently, AI data center construction is indeed driving storage demand, but no one can guarantee how long this demand will last.
Especially after such a significant rally, the market's expectations for performance are already very high. Even with a strong financial report, it may not withstand profit-taking by investors.
If it were you, after SanDisk's 22% plunge, would you consider bottom-fishing, or do you think this storage chip rally has already overheated? BTC's sharp drop this time looks more like a long-planned liquidation. Over the weekend, it slowly rose for two consecutive days to attract retail investors, then early Monday morning it crashed to harvest, dropping from 76000 to 73000 in less than 15 minutes, leaving no time to react. The support was completely broken, and the 75666 order also stopped out. Next, watch 72000; if it breaks again, it will fall back to 68000.
$ETH is even more brutal than expected. The harder it rose, the faster it fell—a black swan level drop. It fell 7% in 15 minutes, dropping directly from 2240 to around 2050. The previous low was completely broken, and the 2000 round number support is just one step away from breaking. Keep watching the 2000 level.
$SNDK is still steadily declining, and no bottom is in sight yet. This week will probably see a direction emerge. Currently, focus on the 780 level, which is both a support and a liquidity point. The market makers probably won't let it go. Watch for a rebound to see if it can reach 960. Right now, it's still hovering around 800.$BTC | SHORT SETUP
BTC is trading at 74,314.6, with sellers applying pressure. A decisive 1H breakdown backed by bearish 4H structure could create another downside opportunity.
Entry: Breakdown + retest
TP1: Next support
TP2: 4H demand zone
SL: Above retest high
No confirmation, no trade.#RocketLabQ3Neutron $ATOM is trading at $1.376 (+5.52%), strong within its 24h range between $1.267 and $1.385.
Price is trading above MA5 ($1.370), MA10 ($1.355) and MA20 ($1.343), after a sharp breakout from the $1.267 low.
Driven by $5.45M USDT in daily turnover and 3.96M $ATOM in 24h volume, holding above $1.376 could open the way for a bullish push back toward the $1.385 high.
@OKX成长学院 #DailyOrbit #Anthropic still plans an IPO in November, investors lower valuation expectations Anthropic has not delayed its listing schedule and still aims to complete the IPO in November. However, institutional valuation expectations continue to decline, falling from the previous peak of $2 trillion to the range of $1.2–1.3 trillion, with clear disagreements between buyers and sellers. This IPO is currently a barometer for the AI sector, and the pricing outcome will directly affect the pricing of primary and secondary AI assets.
Pressure comes from three factors: First, the recent sharp correction in the US tech and computing power sectors, with the Nasdaq and AI valuations overall dropping, leading to a contraction in institutional risk appetite and reluctance to pay high premiums; Second, post-midterm election market concerns about tighter AI regulations, potential restrictions on data center approvals and computing power expansion, which discount the long-term growth logic; Third, the company itself requires continuous massive capital expenditure on computing power. Although revenue continues to grow, the growth rate is slowing at the margin, with large previous cash burn and a prolonged profit realization cycle, investors demand a higher safety margin.
Amazon and Google are not only investors and computing power suppliers but also competitors, which causes institutions to worry about the long-term competitive landscape. The company chooses to proceed with the IPO as scheduled, fearing that the market environment will worsen over time. Going forward, key points to track include IPO pricing, subscription enthusiasm, first-day performance, and the sentiment of funds in the AI sector. $BTC $ETH $SNDK ETH and ZEC intelligence are in place, with risks and hotspots coexisting.
$ETH H fundamentals sounding the alarm: Vitalik defines it as a store of value, but fee burning only offsets 3% of issuance, and L1 revenue has plummeted 99%. Spot ETFs have seen outflows for six consecutive weeks, supply has increased by over 1 million, foundation
$ZEC community 68% bullish: NU7 upgrade accelerated, Argos tool unlocked $30 million
#RocketLabQ3Neutron Top 10 whale loss addresses' position changes in the past 24 hours show a dominant long position camp, with clear market capital divergence!
Top 10 whale loss position data:
1️⃣ $BRENTOIL long: position value 93,874,400 U 996,300 BRENTOIL
2️⃣ $BTC long: position value 68,369,300 U 912.92 BTC
3️⃣ $ETH long: position value 52,043,900 U 24,500 ETH
4️⃣ $BTC long: position value 50,240,600 U 671.11 BTC
5️⃣ $BTC short: position value 44,917,200 U 600 BTC
6️⃣ $BTC long: position value 44,914,200 U 600 BTC
7️⃣ $ETH long: position value 35,910,100 U 16,900 ETH
8️⃣ $ETH long: position value 33,858,900 U 15,900 ETH
9️⃣ $BTC long: position value 33,808,200 U 451.54 BTC
🔟 $HYPE long: position value 33,269,900 U 451,500 HYPE
Key points:
Top 10 loss positions: 9 longs and 1 short, with the long camp dominant.
BTC and ETH longs are clustered in losses, with only one $BTC short position trapped; the gap between longs and shorts has widened.
This recent sell-off mainly trapped bottom-fishing longs, whose capital has been repeatedly slapped by the market.
Under this structure, the lower support positions are likely to continue being trapped; short-term volatility is biased bearish, awaiting key news to break the balance. $BTC touched a low and rebounded, with short-term bullish momentum somewhat released, but this single rebound is not enough to rewrite the downward structure of the larger cycle.
The suppression from the bearish moving average alignment remains; this wave of recovery is more driven by short-covering after a sharp drop rather than a trend-driven bullish relay. Often, the first wave of rebound at a low point can easily give the illusion that the market has bottomed out, and premature judgment of a reversal can easily overlook the possibility of a secondary dip.
For the market to sustain an upward movement, it needs to steadily break through the resistance ahead and hold support during pullbacks; once the rebound momentum fades without overcoming resistance, the market will likely return to a downward test of lows.
Before clearly breaking above key resistance, this round of market action is only defined as a corrective rebound after a decline. Facing a recovery after a bottom test, do you pay more attention to the effectiveness of breaking resistance levels or the repeated validation of support levels?
#RocketLab财报前瞻：Neutron火箭进展如何？ Saylor bought $78,000,000 worth of
$BTC last week.
Tom Lee bought $20,160,000 worth of $ETH last week.
Saylor and Lee are both buying now.
They have finally started buying the dip.The money stolen from Binance was recently revealed to have been laundered using a new method. Elliptic said that North Korean hackers no longer bother mixing coins; instead, they issue their own tokens on-chain—a bunch of worthless Meme coins that no one buys, creating a liquidity pool for each type, then using different wallets to buy and sell to themselves within the pools. The money goes out from wallet A and comes back from wallet B, all recorded as "trading income," so the source disappears just like that.
This technique has already spread to the Tron, Solana, and NEAR blockchains. NEAR alone has six types: FUK, OLCCL, MEILI, MMLI, DABI, SINU, each with its own independent pool. The six pools act as six unrelated channels; investigating one does not affect the other five.
Why use Meme coins? Because no one really looks at their fundamentals, so a tenfold price increase is not surprising; they have shallow depth and dispersed holdings, making it difficult for on-chain tools to distinguish between wash trading and genuine buy orders. If it were $BTC or $ETH, which have deep liquidity, millions moving in and out would immediately leave traces.
For holders, the habit that needs changing is this: previously, on-chain anomalies were monitored by watching large transfers, but now small pools of junk coins are also entry and exit points for funds. New coins with zero trading volume on $SOL and $TRX but with pools set up are very likely not waiting for a market boom.
What’s worth considering is: if laundering costs are so low that just issuing a coin suffices, then how much reference value does the label "clean address" still hold?🚨 Bitmine now controls nearly 5% of ETH supply. Is this institutional conviction or growing concentration risk? Bitmine added 9,587 ETH last week, bringing its total holdings to 6,070,092 ETH, worth approximately $13.56B at $2,234 per ETH, according to its latest disclosure. 📊 The bigger picture:
• ETH holdings represent 4.97% of total supply.
• The company has reached approximately 99% of its 5% accumulation target.
• 5.23M ETH is already staked, valued at roughly $11.7B.
• Estimated annual 🚨$1.28 BILLION JUST LEFT BITCOIN ETFs — AND THE SELLING IS SPREADING!
Crypto is facing serious pressure as BTC ETFs record their biggest weekly outflow since June.
BTC: $74,457 — $1.28B weekly ETF outflows. Key support: $73.3K.
ETH: $2,131 — 6 consecutive weeks of ETF outflows. Support: $2,050.
SOL: $86.88 — 5 straight weeks of ETF outflows. Resistance: $88–$90.
Institutional money is flowing out across multiple assets
For information only. Not financial advice. DYOR.
#DailyOrbit #Jensen Huang May Be Removed from NVIDIA#
Whether Jensen Huang will be removed, I think just the "affair" itself is not enough. In terms of the system, the board can indeed dismiss the CEO without reason. He only holds just over 3% of shares, with no dual-class stock protection, so he is not absolutely safe. But the board's current public stance is still trusting him, and during the investigation, they have allowed him to continue working normally.
The real critical issue is another line: the affair partner is suspected of having ties to Chinese intelligence. This is no longer a private moral gossip matter, but a national security and company confidentiality issue. The board's core investigation focuses on whether he leaked information, had conflicts of interest, or if his personal relationship influenced business decisions. If it is ultimately determined that he was merely "used" and did not actively harm the company, he will likely remain but be monitored more closely; if it is found that he concealed information or leaked data, removal is a real option. The prediction market gives about a 17% chance of him stepping down before the end of the year. Key dates to watch are the earnings call on November 17 and the congressional briefing on the 18th. Don't just watch the gossip; this is the real key.Strategy increased its holdings by 1,036 BTC this week, raising $284 million through MSTR fundraising continuing to diversify?
The latest 8-K shows that Strategy increased its BTC holdings by 1,036 coins from 11/2 to 11/8, spending about $81.9 million, with an average cost of $79,012.
Currently, it holds a total of 850,364 BTC, with a total cost of about $64.16 billion, and an average cost of $75,456.
During the same period, approximately 2.05 million MSTR shares were issued via ATM, raising $283.8 million, of which $81.9 million was used for BTC accumulation, $188.3 million for STRC buybacks, and another $13.6 million to replenish USD Cash.
As of 11/8, the USD Reserve is about $4.77 billion, and USD Cash is about $146.2 million.
The previous week saw an increase of 811 BTC, this week it rose to 1,036 BTC, with STRC buybacks still maintained at about $190 million scale.
Do you think the scale of BTC accumulation will continue to expand?
This article is for information compilation and market analysis only and does not constitute investment advice; cryptocurrency prices are highly volatile, and readers should assess risks independently.
#比特幣 #Strategy $BTC $MSTR $STRCAVAX tonight at 8:30, in that 5-minute window, jumped directly from 8.11 to 8.54, then touched 8.635 in the next 5 minutes. The trigger was an official article from Avalanche, stating that a tokenized securities platform soon to launch under the New York Stock Exchange will use its technology for the clearing layer's underlying ledger.
In those 5 minutes, OKEx spot trading volume was about 1.32 million USDT, while its average hourly volume over the past 12 days was less than 150,000. The contracts surged at the same moment: total contract positions were about 13.25 million USD at 8:25, rising to 14.42 million by 8:30.
In the following 40 minutes, it fluctuated between 8.34 and 8.6, with every 5-minute trading volume dropping back to between 70,000 and over 150,000. At 9:20, it rallied again, reaching 8.883 in the 5 minutes before 9:30, the highest today and the highest since November 5. It is now around 8.71, about 5.6% higher than at midnight. This wave had 5-minute trading volumes between 140,000 and 260,000, less than one-fifth of the initial surge; however, positions steadily increased to about 15.28 million, roughly 15% more than before the rise.
My view is that the news is real, but actual usage is still far off: the platform itself is still awaiting regulatory approval and is designed to support multiple chains. The second wave is mainly contract-driven; this is a long-term positive that won't be realized tonight.
$AVAX $SNDK | BEARISH WATCH
SNDK is trading at 816.6 with negative momentum. A 1H lower high and bearish 4H confirmation could create a downside opportunity.
Entry: Pullback rejection
TP1: Next support
TP2: Lower 4H support
SL: Above rejection high
Avoid entering during an extended candle.Falling from 1255 to 698, is Micron finally bottomed out?
Fundamentals are explosively strong, revenue surged 256%, net profit 85 billion, gross margin 87%—but the stock price has been cut in half by 40% from its peak. Just now, long positions at 698 dollars are crowded over 80%, all waiting for a rebound to break even. Is this a golden pit or a trap for thousands?
First, look at the surface: good company, bad stock price.
Micron FY2026 revenue is $133.2 billion, up 256% year-over-year. Q4 single quarter revenue is $54.2 billion, up 379% year-over-year, EPS $33.42, gross margin 87%. Next quarter guidance is $61.5 billion, management says "this is the low point for the whole year."
Have you ever seen a "low point" guidance higher than the full-year revenue of peers? This is the madness of AI memory.
But what about the stock price? It crashed from the June ATH of $1255 down to $662, now at $698. Down 33% in a month, down 18% in a week.
Fundamentals are in the sky, stock price underground; this kind of divergence is the cruelest part of the market.
First thing: negative news is amplified, but you don’t believe it.
The Democrats won the midterm elections, what is the market afraid of? Afraid of stricter data center approvals, afraid of AI capital expenditure shrinking, afraid of debt financing costs crushing data center construction. Plus, media amplifying concerns about Chinese supply, chip stocks collectively collapsed.
But think calmly: $150 billion RPO (Remaining Performance Obligations) is there, most long-term customer agreements have price floors. Orders are signed, prices locked, what are you afraid of?
What you fear is sentiment. The market switched from "AI unlimited narrative" to "financing cost doubts," once this switch happens, even good companies’ stock prices get indiscriminately smashed.
When the market panics, it never distinguishes between good and bad companies; it only distinguishes "whether there is someone to take the other side."
Second thing: valuation is ridiculously cheap, but you dare not buy.
Based on realized earnings, MU’s P/E is only single digits to low double digits. Forward is even lower. Analyst consensus is Strong Buy, target price 1500+.
You pay 698 for a company with 87% gross margin, abundant net cash, and explosive free cash flow—is it expensive? No. But you fear it will fall further.
You don’t not know it’s cheap; you fear others will panic more than you after you buy.
Third thing: longs are too crowded, this is the real risk.
Open interest about 200 million USDT, accounts long ratio over 80%, top traders also predominantly long. But takers are short biased, funding rate slightly positive.
Everyone thinks "it has fallen so much it should rebound," all crowded on the long side. What does this structure fear most? One bearish candle wiping out all stop losses, then the real bottom appears.
Long crowding is not because they are right, it’s because no one wants to admit defeat.
Long-short showdown, you decide:
On one side:
FY2026 revenue +256%, net profit 85 billion, gross margin 87%
Q1 guidance $61.5 billion, management calls it the yearly low
$150 billion RPO + price floors, very high visibility
Valuation single-digit P/E, analyst target 1500+
December buyback restrictions expire, large-scale buyback expected
On the other side:
40% drop from ATH, 33% drop in one month
Daily/weekly bearish structure, price far below moving averages
Longs crowded over 80%, high squeeze risk
Macroeconomic inflation fluctuations, interest rates suppress growth stocks
Policy uncertainty after midterm elections
Key levels
Resistance above: 720-750 (recent highs/pivot) → 800+
Support below: 650-670 (recent lows) → 620-600
Trading strategy
Short-term players: don’t chase at 698. Wait for a pullback to 670-680 to lightly test longs, stop loss below 650, target 710-730. Add more if volume supports a stable break above 720, target 750. Break below 650 looks at 620-600 directly.
Swing players: wait for daily stabilization signals—hold above moving averages, RSI rebound, volume confirmation. Target 800-900. If macro deteriorates and retests near 600, that’s a better mid-to-long-term entry zone. December buyback launch is a catalyst, pre-position but don’t go full.
Long-term believers: dollar-cost average between 600-650. Fundamental golden pit, valuation ridiculously cheap. 2027 target per analyst consensus 1500+, but cyclical stocks require patience. Remember: good company ≠ good stock, good price = good opportunity.
MU now looks like Micron at the end of 2022—
99% thought "chip cycle peaked," but it went from 50 to 150. $BTC $MU $NVDA