Dolphin晴竹

🥳✨$BNB ✨TO THE MOON🚀

📷 @Richard Teng @Yi He #BNBChain

It fell more than 5% in an hour, with $ZEC sliding straight from 1263 to 1195. The intraday low of 1192 is just below us.
Over the past 24 hours, it’s only down a little over 3%. This whole move basically happened in that one hour; before that, it had been hovering around 1250.
I couldn’t find any fresh explanation tonight. The NU7 upgrade on November 5 was on the schedule ages ago, and forcing it into an explanation would just be making up a story, so I won’t.
The support levels at 1160 and 1100 were given in analyses over the past two days.

#ZEC #Market Analysis

I waited two days for this tally, and $XRP finally adds up.

On November 1, 1 billion tokens were released. Today, it was confirmed that 700 million have been locked back up in three transactions: 500 million plus two lots of 100 million. That leaves only 300 million out there—the same playbook as September and October.

The price barely moved, still hovering around 1.25. There was quite a stir on the unlock day, but in the end, the net outflow was just 300 million. This tranche is settled.

#XRP #On-chain data

$65.60 million poured in, but $ETH still couldn't break above 2,300.

Today, one address first spent $34.69 million to buy 15,216 coins at an average price of 2,279, then kept adding until it held 28,604 coins in total, spending $65.61 million at an average price of 2,294. I did the math: with the current price around 2,292, it's basically right at their cost basis, with little margin of safety.

Meanwhile, spot ETFs saw net outflows of $430 million last week. Big buyers are stepping in on one side, while institutions are still heading for the exits on the other, leaving the price stuck around 2,300.

#ETH #On-chain data

After three days of talks with no result, oil prices opened more than 1% lower on Monday.
Brent fell to 111.92, down 1.51; US crude was at 102.34, down 1.78. Reuters said the move came as Iranian and Qatari officials held ceasefire talks for a third consecutive day, prompting the market to unwind some of the war premium.
Interestingly, OPEC+ had just kept its December target unchanged on Sunday, marking the third consecutive month with no increase or cut. The drop in oil prices had little to do with that; it was purely driven by news of the negotiations.
The next thing to watch is the full-member meeting on November 29, where they’ll discuss quotas for 2027.

#原油 #Market

Opened a long position in SanDisk Gold, $ZEC $NEAR contracts.
Then headed out to have some fun, so I’m not watching the market for now.
Hope I’ll be rich in a few days~🤑

The monthly recurring show is back. $XRP Today, 500 million tokens were released from escrow, bringing the total to around 626 million.

When I saw that number, I checked the price first. It was basically unchanged at around 1.25, up just over 0.3% in 24 hours—almost as if nothing had happened.

Unlocking doesn’t mean selling. This process has been the same since 2017, and over the past 12 months, an average of around 70% has been relocked. What’s more, the 1 billion tokens released last month were still sitting untouched in those two wallets as of October 29.

#XRP #Market

Outflows of 643 million in a single day: on the last trading day of October, $BTC spot ETFs gave back all the inflows from the previous four days.

On October 30, $BTC spot ETFs saw net outflows of 643 million—the biggest daily outflow since the end of June. BlackRock alone saw 234 million in outflows, and Fidelity 201 million. I did the math: the four days from the 26th to the 29th brought in just over 400 million in total, so it all went back out in a single day, and then some. $ETH also saw outflows of 156 million that same day.

Still, the overall scale isn’t that large: these $BTC ETFs still manage around 98 billion, with cumulative net inflows of roughly 57 billion. The price hasn’t made any new moves either, still hovering around 77,000.

The next update on fund flows is on Monday.

#BTC #ETF

A complete split: on the last day of October, gold and silver went in the opposite direction from oil.

Spot gold closed near 3,880, down more than 3% on the day and more than 6% for October, its lowest level since last October. Silver fared even worse, closing near 49, down more than 18% in October and losing the 50 level outright.

Oil went the other way. December Brent futures settled at 117.64 and WTI at 104.12, both up more than 2% on the day. For October, one rose more than 13% and the other more than 15%, both reaching six-month highs.

OPEC+ meets on Sunday, followed by the midterm elections next Tuesday and the nonfarm payrolls report on Friday. It’s a packed schedule for oil.

#黄金 #Crude oil

$PEPE This hour, it climbed from around 0.0000048 to above 0.0000051, up a little over 5%. By the time I checked, the move was already over.
It had dipped as low as 0.00000481 during the day, and it still hasn’t touched the intraday high of 0.00000550. Over 24 hours, it’s only up a little over 3%—not the start of another rally, just a bounce off the lows. $BTC Meanwhile, it was down a little over 1%, hovering around 77,000. Memes are doing their own thing.

Let’s start with the numbers: it still hasn’t broken through the 0.0000055 level.

#PEPE #Market

When I woke up this morning, I checked my phone first. The U.S. market closed even worse than it had looked during the session last night.
The Nasdaq closed down 2.86%, its lowest level in three months. The S&P 500 fell 1.82%, and the semiconductor index plunged 7.2%. Intel dropped more than 28% overnight, putting the question of AI spending back in the spotlight.
Even more striking were some of the memory stocks: SanDisk reported earnings that beat expectations, yet still fell more than 10%; Micron dropped more than 5%, and SK Hynix fell more than 7%. Even strong earnings couldn't save them.
Gold wasn't spared either. At one point in the middle of the night, 3,891 still wasn't the bottom; by the close, it had slipped to around 3,880. Silver was around 49, while $BTC was still hovering above 77,000.

#美股 #Gold

I checked the market when I got up this morning, and $UNI had quietly climbed back on its own.
The 24-hour low is still around 6.26. It’s now just above 7, up about 10% over the past 24 hours, after peaking at 7.16 along the way. Over the past few hours, it’s been hovering between 6.85 and 7, without dropping any further.
Interestingly, $BTC fell by a little over 2% over the same period, to just under 77,000. This run by $UNI seems to be its own thing.
I haven’t seen any new developments that would explain it, so I won’t speculate. I’ll just leave the numbers here for now.

#UNI #Market

I took a quick look at the charts after dinner, and $PEPE moved again. It was still hovering around 0.00000488 this morning, then surged from 0.00000492 to 0.00000535 over the past hour this afternoon. It’s now around 0.00000525, up more than 7% in 24 hours.

It’s managed to reclaim the 0.000005 level, but it’s still some way off today’s high of 0.00000568. I haven’t seen any new takes on it, so I’ll just call this a rebound after spending the day grinding around the lows.

#PEPE #Meme

Is now a good time to buy the dip?

First, about Binance: I personally still have a lot of confidence in it. Given its years of experience in the industry and its scale, I believe it has the ability to handle this situation properly.

Now, looking at the crypto market as a whole, 2026 hasn’t seen much growth. After surging at the start of the year, the market went through several rounds of correction. At its current level, it’s not exactly high, but it’s not particularly low either.

I’m not quite convinced that I should jump in and buy the dip right now 🤣

But looking at it from another angle, if this correction is nearing its end, could this actually be an accumulation phase before the next bull market begins?

Last October, the market also went through a period of sharp volatility. It didn’t immediately take off afterward, but eventually it found its own momentum.

Of course, history doesn’t simply repeat itself, and I don’t want to rush into calling a bottom.

I’ll keep some powder dry and wait patiently. If this really is the start of a new bull market, there should be more than just one day of opportunity.

What do you think? Is there still a chance we’ll hit a new all-time high again this year?

First thing this morning, I checked the Bank of Japan. As expected, it stood pat at 1.25%. They did say they’d reached their inflation target, but a rate hike in December is still up in the air.

$BTC was quite a roller coaster this morning, dipping to 76,500 before climbing back to around 78,000. At noon, it was still just above 78,000—about where it was early this morning, so all that morning’s action was basically for nothing.

Gold, on the other hand, really did break through. It dipped to around 3,995 this morning, failing to hold the key 4,000 level.

#BTC #Market

I woke up to find $BTC had already fallen to around 78,000. It looks like that 80,000 level from last night didn’t hold after all.

I skimmed through the pile of U.S. earnings reports last night, and they felt pretty surreal. Alphabet’s cloud business more than doubled, but its stock fell over 10%; Amazon’s AWS grew 39%, but the stock also dropped after hours; Intel was even more dramatic—its data center business grew 78%, but its stock plunged 17% after hours because its fourth-quarter guidance was weak.

The market doesn’t seem to care how much you’re earning right now; it cares about how much more you’ll have to spend and whether your guidance is strong. As soon as AI spending picks up, everyone gets scared first and asks questions later.

That sentiment spilled over, and crypto prices also headed down. ETH fell more than 4%. There’s also over 10 billion worth of options expiring this afternoon, so the market will probably stay choppy for a while.

#BTC #Market Update

I woke up once a little after five and checked the market out of habit. $PEPE had moved again, this time down: over the past hour, it slid from around 0.00000525 to around 0.00000488, a drop of more than 7%. Looking at the 24-hour chart, it’s actually down less than 4%; it’s basically given back last night’s gains, and I haven’t seen any new explanation. The price is now hovering around 0.00000488, not far from the 24-hour low of 0.00000478.

#PEPE #Meme

Woke up once in the middle of the night and took a quick look at the charts—$NEAR had already slid to 4.19, down more than 10% in 24 hours.

Yesterday, the 4.3 level was still holding, but today it broke straight through. The intraday low hit around 4.16, and after peaking at 4.77, it barely paused on the way down. And it’s not the only one: BNB, UNI, TAO, and FLOKI have all fallen more than 5% in the past hour too. The whole market is moving lower, and it still hasn’t recovered from yesterday’s pullback in risk appetite after the tech stock sell-off.

Now that 4.3 has broken, there aren’t many clear support levels below it. Watching it fall like this overnight is definitely a bit rough.

#NEAR #Market

I checked the U.S. premarket in the evening, and Google was doing even worse than we said this morning, down more than 10% before the bell. It has negative free cash flow of over $9 billion, and is still planning to spend $195 billion to $205 billion on capital expenditures for the full year. The market is really starting to reckon with the cost of burning cash on AI today. Microsoft was still up premarket, while Nasdaq futures were down more than 1%. Software stocks were also getting hit, with Fortinet down more than 25% premarket. GDP and PCE are up first tonight at 8:30, followed by Amazon and Intel after the close.

#美股 #AI

Life has no answers, so you might as well go wild outdoors 😈