#美国中期选举：市场有哪些期待？
The U.S. midterm election results are still being counted, and CT has collectively gone into “I’m not saying anything, but I’m watching” mode.
Well, I’ll say something. I scrolled through the feed this morning, and a few things caught my eye 👇
1) The week Binance got hacked: $11.8 billion flowed out, while $12 billion flowed into OKX.
That’s not leaving the market—that’s a mass relocation, with an extra $200 million in takeout for the road.
The good news is that $1.8 billion has already flowed back into Binance in the past 24 hours. Looks like after all the arguing, everyone still goes home for dinner.
2) I have to say a bit more about AI, since it’s my line of work.
Anthropic is going public, and some institutional investors say that once AI stops sucking up all the money, it’ll spill over into crypto. People are already positioning themselves long on HL ahead of time $ANTHROPIC
But here’s my hot take: the real opportunity isn’t AI coins—it’s AI agents that need stablecoins to pay their bills. They’re not going to queue up at a bank to open an account.
3) $AMDB reports earnings tonight, and everyone’s betting on a slight beat. When everyone’s making the same bet, I tend to think first about the classic “surge, then pull back” scenario.
The “retail trader pile-on” theory is very real: wherever you’re thinking of setting your stop-loss, the whole market is thinking the same thing. Stop-loss orders line up in a row, and even the market makers can’t help but laugh.
The U.S. midterm election results are still being counted, and CT has collectively gone into “I’m not saying anything, but I’m watching” mode.
Well, I’ll say something. I scrolled through the feed this morning, and a few things caught my eye 👇
1) The week Binance got hacked: $11.8 billion flowed out, while $12 billion flowed into OKX.
That’s not leaving the market—that’s a mass relocation, with an extra $200 million in takeout for the road.
The good news is that $1.8 billion has already flowed back into Binance in the past 24 hours. Looks like after all the arguing, everyone still goes home for dinner.
2) I have to say a bit more about AI, since it’s my line of work.
Anthropic is going public, and some institutional investors say that once AI stops sucking up all the money, it’ll spill over into crypto. People are already positioning themselves long on HL ahead of time $ANTHROPIC
But here’s my hot take: the real opportunity isn’t AI coins—it’s AI agents that need stablecoins to pay their bills. They’re not going to queue up at a bank to open an account.
3) $AMDB reports earnings tonight, and everyone’s betting on a slight beat. When everyone’s making the same bet, I tend to think first about the classic “surge, then pull back” scenario.
The “retail trader pile-on” theory is very real: wherever you’re thinking of setting your stop-loss, the whole market is thinking the same thing. Stop-loss orders line up in a row, and even the market makers can’t help but laugh.