卖三七的破产币友

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Value Investing?? Can I reach the other side?

1. What is value investing? Everyone has a different understanding, and my understanding is:
1. Can the tokens you hold yield the entire project's profits when they perform well!
2. Besides price appreciation and arbitrage, are there any additional returns (risk-free)? DEFI carries risks, while staking and passive investment are considered risk-free.
3. Is there growth expectation? This is a personal opinion.
2. Is there really such a target?
1. Platform tokens,
In fact, we all know that BNB meets these demands. Let's assume that three years ago you bought 100 BNB at a price of 200 USD. You could stake it in listdao and earn an annual yield of about 5%. By holding BNB, you can receive some airdrops, and if you're a bit more aggressive, you can use CBNB/BNB for DEFI. Although there is no complete data, an annual yield of 15% is achievable. Therefore, your returns would be 100 * 115% * 115% * 115% = 152 BNB. Moreover, the token price has already reached 800, so your profit increases from 20,000 USD to 120,000 USD, far exceeding the increase of 80,000 USD. In a horizontal comparison, let's assume you also bought OKB at 50 USD, and now it is 200, your profit is also 80,000. Other tokens like GT, BGB, MTN, etc., will more or less generate additional returns. The conclusion is that BNB has investment value, while other platform tokens only have a little bit of it.

$BTC is only about $1,400 away from the 200-day moving average, and it hasn't closed below it for a single day since August 19. The daily-chart camp says this is the last line of defense; the weekly-chart camp says it's just a line—the real problem is $1.28 billion in ETF outflows in one week. Whether the line holds depends on who gives up first after Tuesday's CPI.

$SOL $BTC Solana proposes eliminating durable nonces; they were used in April’s $270 million Drift hack (CoinDesk). Developers are thinking about security over the next three years, custodians about the six months of work needed to rebuild offline signing, and those watching SOL ETFs about five straight weeks of outflows and today’s $86 price. One proposal, three clocks, three moods.

SOL-3.61%

$BTC $ETH Riot sold over 20,000 BTC to secure contracts for AI data centers, while Hut 8 also sold coins to buy back shares. In miners’ books, hashrate leases are steadier than coins. In the short term, watch ETF outflows; in the long term, watch who is converting coins into electricity and data centers. BTC: 74,900.

$ETH $BTC 24 hours: ETH -4.2%, BTC -1%—a fourfold difference in losses. ETFs saw $1.28 billion in outflows this week, with IBIT alone accounting for 98% on Friday. When institutions pull back, they first cut the higher-beta side. Those looking at a one-week horizon see a crowded exit; those looking at three years see positions being repriced around $2,100. Both are right—their clocks just run at different speeds.

$BTC $ETH Sunday wrapped up, and ahead of Tuesday’s CPI, the market was so quiet it seemed to be holding its breath. Short-term traders found it boring; big money saw it as a window to position: the same sideways candle, two time horizons, two conclusions.

$BTC $ETH Tuesday CPI, with the probability of a December rate hike at around 77%. Intraday traders watch for a spike at the moment the data is released; weekly traders are watching to see whether anyone steps in after ETF outflows of 1.28 billion last week; three-year traders don't watch CPI at all. On Sunday, the market moved sideways around 75,800. Traders across all timeframes are waiting for the same number, but for different reasons.

$BTC $ETH Spot ETFs saw net outflows this week, wiping out all of their cumulative net inflows for 2026. On 11/6 alone, outflows totaled $412 million, with IBIT accounting for about $403 million. In the same week, Strive still added 15,124 BTC in October. ETF funds rebalance weekly, while corporate treasuries accumulate coins over the years: one is a tenant, the other a landlord. BTC is at $75,800, with the 200-day moving average at $73,200.

$BTC $ETH The U.S. Treasury is restricting MEXC’s access to U.S. financial institutions, saying that from 2021 to 2026 it processed at least $16 billion in suspicious transactions involving sanctions evasion and other activities. Retail investors see another exchange in trouble; compliance departments see funding channels narrowing. For an exchange, being cut off from dollar channels is more devastating than being hacked.

$BTC $ETH Overnight, among the top 100 traders on the 24h leaderboards of four major perpetuals platforms, the share of longs plunged from 80.6% to 6%, while short positions grew by $2.15 billion. The rankings look at 24 hours, and those traders live only in 24 hours too; BTC barely moved at 75,700—the only thing that swung dramatically was their stance.

$BTC $ETH Weekend close: BTC at 75,800, ETH at 2,240. They moved less than 1% in 24 hours. Short-term traders find it boring, but big money loves moments when nobody is trying to get ahead of the market. Before Monday’s open, the quieter the price, the more tokens are quietly changing hands.

$BTC $ETH CME Bitcoin futures are switching to 7×24-hour trading, so the old “CME gap” meme is about to be out of a job. Short-term traders lose one pullback trade they could count on, while institutions gain a window to hedge over the weekend. With the gap gone, weekend prices will have Wall Street’s eyes on them for the first time.

$BTC $ETH $SOL Saturday's market feels like someone hit mute: BTC 76,000, ETH 2,246, SOL 90; all within ±0.2% over 24h. When volatility collapses, day traders find it boring, but big money loves these moments to slowly reposition. No story over the weekend; Monday is when it comes.

$BTC $ETH Russia’s central bank allows retail investors to buy BTC, ETH, and USDT starting November 17 through licensed institutions, subject to annual limits. Amid the US stock market’s overnight plunge, this is one of the few pieces of news pointing to additional buying demand. But with the limits capped, it’s a comfort for a day’s candlestick and a signal for the demand curve over the next three years.

Verified

$BTC $ETH Nonfarm payrolls came in at 165,000, versus expectations of just 65,000, and the unemployment rate fell to 4.1%. Someone trading for a day sees rate hike expectations heating up and BTC failing to break through 76,000; someone investing for a year sees employment holding up and no recession. Same report, two clocks, two conclusions. BTC at 75,500, down for five straight weeks.

$BTC $ETH Tonight at 21:30, the nonfarm payrolls data is released. ETH has closed down for six consecutive weeks and is currently at 2,246; day traders watch the moment the data comes out, while quarterly traders watch these six weekly candles. The same jobs report, two clocks: BTC’s resistance above 76,000 is at the 200-day EMA of 76,500.

$BTC $MSTR 11 hundred million dollars in liquidations, with 880 million concentrated within 4 hours; nearly 90% were long positions. IBIT saw outflows of about $1.04 billion for 5 consecutive days. Wintermute identified $73,000 and $68,000 as the next levels to watch, and says there can be no talk of a rebound until Bitcoin gets back above $80,000. Leveraged traders fear the 4-hour window, while ETF flows play out over 5 days—their clocks run at different speeds.

MSTR-2.65%

$BTC $ETH South Korea’s KOSPI plunged as much as 8.8% in morning trading, triggering a circuit breaker (TokenPost reported). U.S. AI stocks tumbled, BTC fell to 75,500 and ETH dropped 7.9%. Short-term traders are focused on leveraged liquidations; long-term investors are watching the bill for AI capital expenditure: the same red candle, read two ways. Crypto is simply the first to feel the pain this time.

$BTC $KEEL Public company Keel is in the process of selling its crypto: it has liquidated 2,520 BTC for $192 million, and reportedly plans to keep selling every day. For a business, this is cash flow; for those focused only on $76,000, it’s selling pressure. The same transaction tells two stories in the books and on the charts. You can tell which is noise by looking at the holding period.

$BTC $ETH Fell back to 76,400 in a day (-5.1%); ETH is down 6.5%. Yesterday’s short squeeze only cleared out the short positions; the money from ongoing ETF outflows hasn’t come back. Short-term traders are watching the 50-week moving average around 75,700, while long-term traders don’t look at that line at all. On the same candlestick, two groups are betting on different time horizons.