FOOKS

It was still above 81,000 this morning, but by noon it had fallen below 80,000. 📉

The Fed held steady, though two members still wanted to raise rates.
ETFs saw net inflows of about $137 million on Oct. 28, but the price didn’t follow the money.

I don’t think 81,000 has been reclaimed yet, so don’t rush to buy the dip in the short term.
If it gets back above 81,000 and holds, this bearish outlook no longer applies.

Would you buy below 80,000, or wait and see if it gets back above 81,000?

$BTC
#Bitcoin

Revenue beat expectations, but the stock fell nearly 20% after hours 📉

ServiceNow reported third-quarter revenue of $4.106 billion, up 20% year over year.

But EPS came in at $1, below expectations, and its fourth-quarter contract growth guidance was also weaker than the market wanted.

I think that no matter how strong AI orders are, the company still has to clear the profitability hurdle first. The $8 billion price tag for Armis hasn’t been fully accounted for yet.

If it can get back above $150 at tonight’s open, then the points above no longer hold.

$NOW
#股票财报季

All 5 hourly candles closed above the line. 🐸

The $0.0000050 level has held since 4 a.m.—all 5 hourly candles closed above it.
Up 10% in 24 hours, and the news that Justin Sun holds a 3% stake is still making waves.

I don't think this is a one-day spike. If it holds steady, I think it could go higher.
The next hurdle is $0.00000521.
If it falls back below $0.0000050, then it hasn't really held the level.

Which side are you on—holding or taking profits while you can?

$PEPE
#PEPE

☀️ Morning Market Brief 10-29

Overnight highlights:
① The Fed stood pat in the early hours. Two officials favored another rate hike, while Warsh said more information was needed before deciding on the next move.
② Microsoft beat expectations, with cloud growth accelerating. It delivered a positive answer to the question of whether spending heavily on AI can drive growth.
③ Google Cloud growth doubled, but overall results fell short of expectations. Losses on securities investments weighed on profits, and spending pressures remain.
④ With nearly 90% of Israel's votes counted, Likud remains the largest party. Neither bloc has a majority, making Arab parties the key minority.
⑤ Spot Bitcoin ETFs have seen inflows for two straight days, nearly erasing October's outflows. Ether ETFs are still seeing outflows.

Today's watchlist:
① U.S. third-quarter GDP advance estimates and September PCE data are both due tonight. With the Fed having just stood pat, these figures will directly affect expectations for a December rate hike.
② The ECB meets on rates today, with markets expecting no change. The key focus is pressure in France's bond market and any signals about another rate hike in December.
③ After U.S. markets close tonight, Amazon, Strategy, Coinbase, and Starbucks all report. Cloud, corporate treasuries, and exchange trading volumes will all be put to the test.

The Fed stood pat; Microsoft and Google delivered mixed news. Tonight, are you watching growth or inflation more closely?

$MSFT
$GOOGL
$MSTR

🔒 Positions in unlisted companies are being kept under wraps.

Yesterday, NEAR added two pre-IPO perpetuals: Anthropic’s ANT, with up to 10x leverage, and Jio’s.

NEAR rebounded about 6% today, but is stuck just below $4.81.

I think this is the real game changer: unlisted companies can now be priced on-chain.

It needs to break above $4.81 to hold; otherwise, it’s just catching its breath along with the broader market.

Would you bet on unlisted companies?

$NEAR

🔒Today, GMX locked up stakers for six months.

The proposal took effect today: after deducting GT buybacks, all Solana revenue will be used to buy GMX for the rewards pool; the token price hit $9 the same day.

Lockups aren’t bearish—they just push selling pressure further down the road.

I don’t think this is just hype. It’s a repricing after a tokenomics overhaul. Let’s see if it can reclaim its October high.

If it drops below $8.3, then this rally was just making use of the news.

Buybacks and lockups—which side are you on?

$GMX

The decision isn’t out yet, but the suspense is no longer about tonight 🏦

Markets broadly expect rates to stay put this time. What really matters is what Warsh says about December.

There are no new economic projections this time, so the statement and press conference are the only signals.

I don’t think BTC should get ahead of itself: it’s holding above 80,000, waiting for him to finish speaking.

If the wording turns softer and the price holds above 81,000, the mood could change completely.

Are you staying up tonight for the result, or catching up on the news tomorrow morning?

$BTC
#FOMC会议

At 2 a.m., a BTW hourly candle punched through $1.50 🔓

Yesterday, it was still catching its breath around $1.35.

Today, it climbed above $1.76 and touched $1.83 intraday.

The condition in yesterday’s post: we’d only talk about a trend reversal once it got back above $1.50.

I think that condition was met today, so we can talk about a trend reversal now.

Do you think this is a real reversal, or will it just test the level and pull back?

$BTW
#BTW

The coin that hit a wall at $1,250 last week is now above $1,300. 🛡️

ZEC rose about 6% in a day, finally breaking through that $1,250 ceiling.

There are just 8 days left until the NU7 upgrade, which will cut block times from 75 seconds to 25 seconds; Grayscale’s ZEC fund saw $41.1 million in net inflows last week.

I think resistance turning into support is exactly what we should see as the upgrade countdown continues.

If it falls back below $1,250, the breakout doesn’t count.

Which side are you on before NU7 goes live?

$ZEC
#ZEC

☀️ Market Morning Brief 10-28

Overnight:
① Israeli election exit polls: Likud remains the largest party, but neither major bloc has secured 61 seats. Counting of special ballots could drag on until Thursday
② Visa and Robinhood reported after the close: Visa raised its dividend; Robinhood posted record revenue, but crypto revenue was cut in half year over year
③ A mixed bag of premarket earnings: Coca-Cola raised its full-year outlook for the third time; Boeing’s loss was wider than expected, but revenue beat expectations; PayPal’s revenue fell short, while its profit outlook was raised
④ Consumer confidence rebounded in October, but willingness to spend over the next six months weakened. Durable goods orders grew in September, while new-home sales fell
⑤ Spot Bitcoin ETFs saw net inflows of about $110 million on Monday, reversing roughly $770 million in outflows over the prior two days. But they remain in net outflow territory for October, and Ether ETFs continued to see outflows on Monday

Today’s highlights:
① The Fed announces its rate decision in the early hours. Markets expect no change; the key focus is any signal on whether rates will be raised in December
② Microsoft and Google parent Alphabet report in the early hours. Cloud growth and the returns on AI spending are the same questions for both
③ Counting in Israel’s election continues today. The key question in a hung parliament is who will form the government

With the Fed decision coinciding with Microsoft and Google’s earnings, which one are you staying up to watch?

$MSFT
$HOOD
$BTC

The chain has been down for four days, and now there’s a restart timeline ⛓️

Initia says the fix proposal is ready and under audit.
They’ll announce the plan once the audit is complete, and restart within a few days.

But the chain is still idle, and no postmortem has been released.
The price moved first: it hit $0.17 today.

I think chasing the rally before the audit is complete is basically betting on the audit.
There’s no rush to get in—wait for the audit to pass and the chain to get moving again.

Has your INIT moved in these four days?

$INIT
#Initia

The company with the biggest Bitcoin stash didn’t buy a single Bitcoin this week 📉

SEC filing: During the week of October 19–25, Strategy neither bought nor sold any Bitcoin.
It spent $204.9 million buying back its STRC preferred shares.
So far in October, it’s spent about $664 million on buybacks, but only $72.3 million on Bitcoin.

I think the treasury narrative has shifted: balance-sheet strength comes first. Don’t rush into Bitcoin-hoarding stocks just yet.
When buying resumes, it’ll just mean they’ve taken a breather.

Are you following this wave of Bitcoin-hoarding stocks, or sitting it out for now?

$MSTR
#BitcoinTreasury

No announcement, funding rate near 0, HUMA grinds up +40% in 24 hours 📈

It dipped to 0.021 in the morning, then slowly climbed back to 0.026 in the afternoon. Open interest on OKX is only a little over $1 million.

This isn't a short squeeze; spot buyers are accumulating slowly.

Less than 20% of the supply is in circulation, and the investor unlock on November 26 is still ahead.

Personally, I wouldn't chase this quiet, under-the-radar grind higher.

If it falls back below 0.020, this grind higher is over.

Would you follow a rally with no announcement, or wait and see what happens closer to the unlock?

$HUMA

In the early hours, BTW plunged to $0.87 in a single wick 🪡

Five days ago, it was still at $1.69. That’s nearly a 50% drop in one sharp move.
It climbed back to around $1.35 during the day, looking as if nothing had happened.

It still hasn’t reclaimed the $1.50 level, and that plunge has punctured last week’s short-squeeze thesis.
I think this is just a breather after being oversold—not a reversal yet.

It’ll take a high-volume move back above $1.50 to talk about a bullish turnaround.

$BTW

CAP—the one we said not to chase yesterday—dropped the baton 🔥

Yesterday it got stuck just below $0.12. Today it fell straight back to around $0.09.

Yesterday’s high became a ceiling, and today it briefly dipped to $0.087.

The bulls are still paying; the funding rate is still positive, and not all the runners have left the relay yet.

It’s still too early to chase.

If it can’t hold $0.09 at the close, this relay race is over.

Did you chase yesterday?

$CAP

#币安神算子
It's getting harder and harder to play.
The gap between me and the top players keeps widening.
I'd better just settle for the consolation rewards.

🔧 The order backlog has reached $8.2 billion, and even chip design software is selling out.

Cadence reported after the close: revenue of $1.63 billion, up 22% year over year, and earnings of $2.11 per share—both well above expectations.
Full-year guidance was raised, with revenue now expected to reach $6.4 billion.

I don’t think this is just a lucky first quarter—demand for AI design is piling up. Tonight, let’s see if the stock can hold above $330.

At the open tonight, will you be watching this one or the chip stocks next door?

$CDNS.US
#股票财报季

☀️ Market Morning Briefing 10-27

Overnight headlines:
① Netanyahu was reportedly pushing to join forces with the US to strike Iran before the election. Trump hasn’t signed off, and the US says it could act within 96 hours of receiving an order.
② Anthropic has officially filed to go public: first-half revenue topped $16 billion, 14 times the same period last year, while net losses widened to $80.7 billion.
③ Meta plans to raise up to another $95 billion for AI: it will initially issue about $35 billion, and consider the remaining roughly $60 billion after new shares go on sale next year.
④ US spot Bitcoin ETFs saw net inflows of about $300 million last week, ending two weeks of outflows, but shed about $770 million over the final two days. Ether ETFs, meanwhile, saw outflows for a fourth straight week.
⑤ Upbit added Initia to its trading caution list and suspended deposits and withdrawals. The network remains halted, with no restart timeline yet.

Today’s watchlist:
① Israel votes today. First, keep an eye on the election outcome for clues on whether it will strike Iran before the vote.
② The Fed’s two-day policy meeting begins today.
③ Earnings take the baton tonight: Coca-Cola and Boeing report before the bell; Visa and Robinhood report after the close.
④ Durable goods orders and consumer confidence data are also due tonight.

Is Anthropic’s IPO filing a sign of a real recovery or just a one-day spectacle? Is Meta’s $95 billion a show of confidence or a burden—which side are you on?

$META
$BTC
$HOOD

User growth was the strongest in five years, but the stock flipped from gains to losses premarket. 📉

Verizon added 406,000 users in the third quarter, up 820% year over year.
Earnings per share came in at $1.31, above expectations, and the company also signed a major AWS deal worth over $2 billion.

Revenue of $34.3 billion missed expectations. Fewer people upgraded their phones, and device sales revenue fell 9%.
The drop is about the earnings miss. Tonight, watch to see if the stock can reclaim $45.
If it can’t, that’s another story.

Can it recover tonight?

$VZ.US
#EarningsSeason

One remark from Musk, and a whole row of cloud providers gets knocked flat 🔥

On Sunday, he said: More than 200 cloud providers will either go under or get acquired.
If they don’t have independent revenue, the debt markets won’t lend to them anymore.

CRWV fell more than 3% premarket.
The contrast: SpaceX just raised $40 billion in debt to buy GPUs.

I think tonight, the question is whether CRWV can reclaim Friday’s $54.24.
If it can’t, the bears’ thesis remains intact.

Have you ever seen a company borrow to stay alive, only to be the first to go under?

$CRWV
#CoreWeave