唐吉坷德

#纳斯达克100指数下跌6%
The Nasdaq 100 dropped 6% in a day

The Philadelphia Semiconductor Index got hit even harder, down nearly double digits

Crypto liquidations topped a billion dollars again in the past 24 hours. Longs can’t take the heat

$BTC It got pushed back down to around 76,000 after climbing above 80,000

This short-term sell-off hasn’t even caught its breath yet

Do you think U.S. stocks are dragging everything down, or is leverage liquidating itself?

$ETH

#希腊议会通过10%加密资本利得税法案
The Greek parliament has set the tax on crypto capital gains at 10%.
$BTC You may be exempt if you earn less than around €500 a year.
South Korea is still pushing it back.
One side has already made the call, while the other is still holding meetings.
This tax in Europe may not cause BTC and ETH to plunge right away.
But people switching holdings or doing their books will have another figure to calculate.
Where you are, is it based on your place of residence or the exchange’s place of registration?

#strategystrc时隔超170天恢复发行
STRC stopped issuing shares for over 170 days, and now it’s opened the spigot again.
U.S. stocks are still getting hammered—the Nasdaq dropped several points in a day, and tech stocks took an even bigger hit.
Strategy, meanwhile, isn’t panicking; it’s started putting shares back on the market.
When issuance was paused, people in the community wondered if they couldn’t sell. Now that it’s resumed, some say they’re stocking up on dry powder.
$BTC has been swinging along with risk assets these past few days, and liquidations haven’t let up either.
Being able to issue shares doesn’t mean buyers will come back right away.
The sudden pickup in issuance, layered on top of this wave of valuation declines, makes for a pretty strange combination.
Which do you find more convincing: that they’re replenishing their dry powder, or that they’re shifting cash flows around on the balance sheet?

#据报哈国政府投1亿美元加密基金
Kazakhstan pours 100 million into a crypto fund
Sounds pretty impressive
But actually putting real money into the market is a whole different thing from just talking up the market
With the market dropping this hard over the past few days
News like this stays hot for a few minutes, then fizzles out
$BTC $BNB Let’s wait and see what happens
Do you think this is real money or just a press release?

#韩国寻求将加密税推迟至2029年
South Korea has postponed its crypto tax again
this time pushing it all the way to 2029

The tax hasn’t even taken effect yet
but after U.S. stocks got hammered, crypto took a hit too
Over a billion in liquidations in 24 hours
Long positions were mostly wiped out
$BTC briefly fell below 76,000
$ETH is hovering around 2,200

Is delaying the tax good news
or is the market simply too preoccupied to care?

#美股走弱，加密货币市场普遍承压
U.S. stocks just took another leg down
Crypto softened right along with them
$BTC $ETH Everything’s flashing red

As risk appetite pulls back,
the losses are spreading
Last night, I noticed people in the stream were still shouting “blood in the streets”
The noise from the futures side was even more grating

Treasury yields are wobbling too
Here we go again: stocks and crypto falling together
Who’d dare add to their positions in the short term?

Is this shakeout over, and can we buy the dip,
or is there another leg down to come?
Are you still holding your positions?

#usdc七日流通量减少约8亿枚 800 million USDC disappeared in a week: 10.9 billion issued, 11.7 billion redeemed
Total circulation is still around 70 billion
The biggest debate on the topic page: was this capital pulling out, or just moving to another chain?
The only difference visible on the page is that redemptions exceeded issuance by 800 million
As for where it went, nobody has provided hard evidence
Some are watching this number to see whether BTC might run out of ammo
Others say it’s just a week of fluctuations—don’t treat it as a signal
If the number drops again next week, will that argument still hold?
What do you think—did that 800 million leave, or just move somewhere else? $BTC $USDC

#美国10年期国债收益率跌至4.845%
4.845%.
The 10-year Treasury yield sank to this level intraday, its lowest since early September.
Just over four basis points on the day.
The comments section is already saying a liquidity injection is near and Bitcoin is about to feast on the liquidity.
But the odds of a 25-basis-point rate hike in December have actually climbed to just over 80%.
What’s falling is the inflation pricing that came down after oil prices plunged—not the policy rate.
4.845% looks lower, but it’s still sitting in the 4%–5% range. That’s not cheap money.
Oil prices took a big tumble first, and Treasuries caught the spillover.
The dollar has bounced a little from its overnight low, but it hasn’t completely folded.
The long end moved more, while the short end barely followed. That’s not the usual rate-cut pattern.
Bitcoin briefly touched $81,000 during the day and is now hovering just above $80,000, down a little over 2% in 24 hours.
Ether is falling harder, by around 4%.
Short covering can push prices up.
A four-basis-point drop in yields doesn’t mean new money is coming in.
The jobs report hasn’t hit yet.
Are you treating these four basis points as a tailwind, or just a snapshot? $BTC $ETH

#zcash预计nu7升级致1600万美元zec无法转出 1600 ten-thousand dollars are still stuck in the oldest pool.
There are probably about 12226 Sprout coins left.
At just over 1,300 each at current prices, that comes to about 16 million.
NU7 activates at block 3543405.
Don't go by the clock.
It should arrive around 10:30 a.m. Beijing time tomorrow.
Once it passes this height, the old v4 format will be obsolete.
Sprout can only be transferred out using this format.
Even if you hold the keys, you won't be able to spend it.
It hasn't been stolen.
The protocol is closing the old exit.
A week ago, there were still over 22,000 coins in the pool.
Nearly half have been moved out over the past few days.
This remaining chunk is still sitting there untouched.
Block times have been cut from 75 seconds to 25 seconds.
The number of coins issued each day is unchanged.
Don't hear “faster” and imagine they're printing more.
Coins on exchanges and in new wallets aren't part of this batch.
The market hasn't collapsed either.
It's hovering around 1,330.
It's still up a little over 2% in the past 24 hours.
Meanwhile, Bitcoin is hovering just above 80,000.
Being locked doesn't mean it's been burned.
Whether it will reopen later has been left as an option; it's not set in stone.
Will those old addresses starting with zc still be usable tonight? $ZEC $BTC

#adp美国10月私营就业增加8.6万人
86,000, with expectations at just 69,000
The ADP report came out first
The private sector added 86,000 jobs in October
Reuters’ forecast was 69,000
September was also revised from 90,000 to 86,000
The same figure for two months in a row
Trade, transportation, and utilities accounted for 39,000
Healthcare and education: 28,000
It’s not like every sector is hiring
The strength is in beating expectations
But it wasn’t a blowout
Rate-cut hopes took another hit
Tomorrow’s official nonfarm payrolls report is what really counts
This figure is just a preview, at best
$BTC hovering just above 80,000
Up a little over 2% in 24 hours
$ETH Ethereum is making an even stronger move
$BNB is also in the green
Nearly 60,000 views
The data is strong, but the market hasn’t buckled
Do you think the market is shrugging this off
or waiting for tomorrow’s official report?

#香港拟推400盎司金条黄金代币
400 ounces.
A standard gold bar, just over 12 kilograms.
At roughly $4,000 an ounce, one bar is worth $1.6 million.
Hong Kong wants to turn one of these into a token.
For bank-to-bank settlement.
Not a new coin that retail investors can rush into tomorrow.
Its price tracks Hong Kong’s own gold benchmark, code HAU.
HAU is a price quote, not the name of a coin.
Gold itself is still down today, by a little over 2%.
Gold tokens for retail investors have been around for a while, and they move with the market.
What’s changing this time is bank settlement—not another way for people to buy in.
The announcement doesn’t specify the issuer, which blockchain it’ll use, or when it’ll actually launch.
Bitcoin touched back above $80,000 during the day.
Gold is rising on its own.
Do you think this has anything to do with the gold tokens you hold?
$XAU $PAXG $BTC

#trump代币24小时跌18.1%创历史新低 $TRUMP One day, it dropped eighteen points
It touched a low of 1.22
At its high it was in the seventies; nearly 98% is already gone
Meanwhile, $BTC clawed its way back above 80,000 during the day
The Fear and Greed Index is still hovering around 42
Bitcoin’s rebound looks lively
But this political meme coin has already shown its weakness
$ETH rose along with it, without getting dumped at the same time
With the election results in, the political narrative got pulled out first
Volume surged—looks more like a rush for the exit than buyers stepping in
WLFI is also in the red; it’s not just this coin getting dumped
The Democrats’ investigation into the family’s crypto business is still hanging over it
The market is still hovering around minus sixteen
The 18.1 mentioned in the discussion was the drop at its deepest point
Can it hold at 1.22, or will it keep leaking lower?

#币安将恢复更多资产提现
Withdrawals are being opened in batches.
Not all at once.
Progress update 8: more assets are being released gradually.
There’s no sweeping, all-at-once release.
Deposits are said to be working normally.
Withdrawals still have to wait their turn in the queue.
People are watching to see when their coins will be up next.
As soon as the list appears, everyone checks whether their coins are on it.
I’d just spotted my coin, then they said withdrawals for that network weren’t open.
They’ve opened it halfway, then stopped again.
They’re releasing some today, but whether they’ll continue tomorrow isn’t set in stone in the announcement.
Until the money arrives, treat the announcement as a preview.
Before the list comes out, everyone’s guessing what’s next.
Smooth deposits don’t mean smooth withdrawals.
The market sounds like it’s breathed a sigh of relief.
If the money hasn’t reached your account, it’s all just on paper.
Big coins and small ones have both gotten stuck at some point.
Which coin got stuck for you this time?$BNB $BTC $ETH

#美国10月非农出炉：降息还有戏吗？
Nonfarm payrolls won't hit until tomorrow.
The market already got its party out of its system today, with BTC nearly touching 81,000.
The Fear and Greed Index is still sitting at 43, in neutral territory.
While people argue over whether rate cuts are still in play, spot has already priced in the expectations.
Before the numbers come out, you can decide for yourselves whether this rebound counts.
$BTC $ETH $BNB

#美国中期选举：市场有哪些期待？
Just touched 80K, and the dollar has weakened noticeably.

Half the crowd is saying the election result lets us breathe a sigh of relief; the other half is already shorting altcoins into the rebound.

The votes are in, but the transfer of power will still take about two months. This bullish candle has first relieved some of the uncertainty—it doesn’t mean future policies will be favorable to crypto.

$BTC surged four or five percent in a day, and $ETH was even stronger.

The nonfarm payrolls numbers haven’t come out yet, but the market has already priced in about half of the rate-cut expectations.

Are you following the move, or waiting to see how things play out?

Just broke above 80,000.

But the number making the most noise is another one: 98%.

The recovery moved from 95% to 98%—sounds like it's just one step away. What's left is a bunch of small coins with very little liquidity. The market and OTC desks are gradually buying them up. Buy too aggressively and their prices will shoot up first, so it can only be done slowly.

The major coins were made whole long ago. BTC, ETH, USDT and the like aren't where the shortfall is.

The funds put back in and the funds frozen from the hackers are two separate accounts. A little over 2.8 billion has been frozen—less than half. The 98% figure is the platform filling the hole with its own money.

BTC was pushed down to around 76,000 this morning, and now it's hovering just above 80,000 again. BNB also bounced back to 700. The books are being replenished, and the market is rising—two things happening at once.

Another snapshot of reserves was taken at 8 a.m. yesterday, and the number of coins grew from 10 to 44. The zero-knowledge proof will take another 50-odd hours, so if you click through now, it won't match that proof.

#币安安全事件恢复进展：98%被盗资产已回填

$BTC $BNB $ETH

Any obscure coins still part of that remaining 2%? Drop a coin name and let's have a look.

#币安10月31日储备金证明快照零知识证明已生成
That October 31 reserve proof
The zero-knowledge proof snapshot has been generated
But being generated doesn’t mean it can be freely verified on-chain
It only counts if it opens and the numbers check out
Withdrawals are still being enabled in batches
Meanwhile, people are saying deposits have exceeded withdrawals every hour
The Fear and Greed Index is still hovering around 34
BTC is fluctuating around 77,000
$BNB : First, let’s see if the reserves page can stand up to verification
Do you think this proof can ease anxiety about withdrawals?
$BTC $ETH

#币安恢复28种法币提现
28 fiat currencies
Withdrawals will be available again starting at 12 noon today
USD, dirhams, and Vietnamese dong are all on the list
On-chain transfers are live
The bank card side still needs to be rolled out in batches
Don’t treat the announcement as an all-clear
Until the funds arrive, it’s still just a preview
Which fiat channel of yours came online first?
$BNB $BTC $ETH

#美国10月非农出炉：降息还有戏吗？ Nonfarm payrolls haven't landed yet, and rate-cut expectations are already in a knot.
Some are calling for a soft landing; others say that if employment remains strong, the next rate decision could be pushed back again.
What the market is really tracking is the path of interest rates, not whether any single figure looks good or bad.
$BTC $ETH $BNB Don't rush to read too much into that move in step with Treasury yields.
Do these figures add fuel to the case for rate cuts, or pour cold water on it again?

#提现服务恢复期间警惕诈骗
Withdrawals have just reopened for a batch, and the scammers are back at work too.

The official account is warning everyone: don’t click random links while service is being restored.

If someone suddenly DMs you saying, “Customer service can help speed up your withdrawal,” it’s almost certainly phishing.

If you need to withdraw, only use the withdrawal option in the app.
$BNB $BTC $ETH With more activity these days, double-check the recipient address.

Have you ever received a DM from fake customer service?