#CPI高于预期,美股与BTC再度承压 My expectation was that it would bottom out at 73K, but instead it broke straight through the 200-day moving average and fell to around 72,700. ETH is also closing in on the psychological 2,000 mark. $ETH Aside from that, A Jian has been saying for the past month that it’s been steadily drifting lower; it’s been weak for more than just a day or two. The main thing to analyze is $BTC. I think the core reason is that Waller publicly turned hawkish before the CPI release, saying that if core CPI rose by 0.3%, there might be a 50-basis-point hike in December. And damn, it came in at exactly 0.3%—not a fraction off. That immediately sent the market into a panic. Although we were all prepared for a rate hike in December, his remarks shifted the discussion from whether rates would be raised at all to whether they’d be raised by 50 basis points, putting even more pressure on risk assets. From a purely technical perspective, A Jian usually breaks a decline into three stages: first, profit-taking at the highs; second, a succession of macroeconomic headwinds; and third, indiscriminate selling after confidence collapses. At this point, it looks like we haven’t even finished the second stage. The main thing to watch is the $70,000 level, the last psychological line of defense. If it holds, we’ll see consolidation; if it doesn’t, that could mark the start of a new decline in the third stage.
$Traditional reasoning: Nonfarm payrolls surge ➔ labor shortages ➔ inflation alert still active ➔ Fed rate hikes/maintaining high rates ➔ tightening liquidity ➔ sharp sell-off in risk assets. This logic seems airtight, but applying it directly to trading can easily lead you into a trap: First, “bad news” on employment is essentially “good news” for the economy. A stronger-than-expected nonfarm payrolls report indicates a resilient economy that has not entered a recession. “High rates with a soft landing” is far healthier than “a deflationary recession brought on in order to cut rates.” Second, the liquidity tap for assets is determined not by a single number, but by the interplay between “real interest rates” and “on-chain capital flows.”#非农就业数据推升加息预期
🧧🌹🎁🧧🔥 Why am I still optimistic about SOL? This could be more than just a short-term rally! 🔥🧧🌹🎁🧧
Among the many cryptocurrency projects, SOL (Solana) has consistently been one of the assets I’m most optimistic about for its long-term value. I’m optimistic about SOL not because of how much it has risen in the short term, but because the ecosystem, technology, and use cases behind it are continuing to expand. 1. A high-performance public blockchain with a competitive edge One of Solana’s biggest advantages is its high throughput and low transaction costs. Compared with some traditional public blockchains, it can support more frequent transactions and a wider range of on-chain applications. As network performance continues to improve, Solana has the potential to support more real-world financial and commercial needs.
The total crypto market cap is approximately $2.45–2.50T, BTC dominance is around 60%, and the Fear & Greed Index is 29. The market remains in the Fear zone. BTC is holding up relatively well, while ETH and SOL are under greater pressure.
🔥 Today's Highlights
1️⃣ U.S. inflation exceeds expectations; expectations for a December rate hike rise
The U.S. October CPI rose 0.4% month over month, above the market expectation of 0.3%. Core CPI rose 0.3%, also above the expected 0.2%. This marks the third consecutive month of rising core inflation.
Because data for October last year was not collected during the 2025 government shutdown, the BLS was unable to publish this CPI's year-over-year figure.
Inflationary pressure is picking up again, and the market has significantly increased its bets on a December Fed rate hike. Some traders are even beginning to consider the possibility of a 50-basis-point hike. Expectations of higher interest rates are weighing on BTC and other risk assets.
2️⃣ Continued outflows from spot BTC ETFs
On November 10, spot BTC ETFs saw net outflows of about $95M, according to some tracking data, marking a fourth consecutive trading day of outflows. Total net outflows over the past five trading days were about $1.06B.
BlackRock's IBIT was one of the main sources of outflows. ETF assets remain close to $93B, but short-term institutional demand has cooled noticeably.
3️⃣ Bitmine posts huge paper loss but continues betting on ETH
Tom Lee's Bitmine reported fiscal-year results through August 31, 2026, with a net loss of about $6.31B, including approximately $6.23B in unrealized losses on digital assets.
As of the end of August, the company held about 5.9 million ETH, with a fair value of approximately $14.56B, representing about 4.9% of ETH's circulating supply at the time. It is still working toward its goal of holding 5% of the ETH supply.
Note: These are primarily paper losses caused by falling asset prices and do not represent an equivalent cash outflow.
4️⃣ Initia hit by another security incident
Layer-1 project Initia was attacked for the second time in less than three weeks. The attackers used stolen cloud credentials and a command injection vulnerability to transfer approximately $3.27M in crypto assets.
The greatest player in the history of Portuguese football. 🐐🇵🇹 🏆 UEFA EURO 2016 🏆 2019 UEFA Nations League 🏆 2025 UEFA Nations League 🏟️ 234 appearances — the most in the nation's history ⚽ 146 goals — the most in the nation's history 🅰️ 46 assists 🥇 142 international victories — the most in the nation's history • The first major international trophy in the history of the Portugal national team. • The first Portuguese player to win three major international trophies. • The only player to captain Portugal to three major international titles. • Three international trophies won under the same captain. Legendary players such as Eusébio and Luís Figo helped Portuguese football grow, but neither was able to bring a major international trophy to the Portugal national team. Cristiano Ronaldo achieved what previous generations could not. He promised to bring a trophy to Portugal, and in the end, he brought three. From ending Portugal's 92-year wait for a major international title to leading the team to three historic victories, Cristiano Ronaldo has written a chapter in the history of Portuguese football like no other. For more than two decades, Cristiano Ronaldo has carried the hopes of an entire nation. Countless records, countless victories, countless unforgettable moments — he transformed Portugal from a country yearning for international glory into a powerhouse that conquered Europe and stood tall among the world's football elite. He changed Portuguese football forever. His legendary contribution goes far beyond statistics and trophies. Words are not enough to describe everything he has done for Portugal. Cristiano Ronaldo dos Santos Aveiro. The greatest captain of all time. The greatest player in the history of Portuguese football. The greatest player in the history of football. Thank you for everything, Cristiano Ronaldo. 🐐🇵🇹 #1688家族family
Ethereum is one of those coins I never stop watching. 👀
ETH doesn't always need a big green candle to show its strength. Sometimes the most interesting moves happen when the market is quiet and everyone is waiting for direction.
I'm keeping an eye on Ethereum's next move, especially how buyers react around important support and resistance zones.
One thing I've learned in crypto: patience is just as important as timing.
What do you think? Is ETH preparing for another strong move, or does it need more time to recover?
Risk Management Leverage: 3x maximum for a cautious approach. Risk: Account ka 1% per trade. Stop Loss zaroor lagayein. Confirmation ke bina entry na lein.