Latest research report: November 10, 2026 | Chip funds surge 24.87%, crypto is still waiting for buying pressure, and the fallout from Binance's $6.3 billion hack is still unfolding.
Crypto friends, SOXL is up 24.87% today, while $ZEC is down 5.72%. Seeing these two figures side by side is more interesting than watching the Nasdaq alone. SOXL is a single-day, 3x leveraged fund. The Philadelphia Semiconductor Index rose 6.9% overnight, and Micron and SanDisk also gained more than 6%. The rebound in chip stocks looks pretty solid. Meanwhile, in crypto, $SOL is still down 1.79%.
Trump played down the possibility of striking Iran again. Brent crude closed down 5.85% overnight, while gold rose to around $4,107 as the dollar retreated. Lower oil prices gave stocks some breathing room; the 10-year Treasury yield is still near 4.87%. If tonight's US CPI comes in with core CPI month over month above the expected 0.2%, and the dollar and Treasury yields both rise again, I'd be on guard for crypto prices to retest their lows.
This morning, $BTC was around $75,200, and $ETH was about $2,130. In the spot ETF data reported so far for Monday, BTC saw net inflows of $12.2 million, while ETH saw net outflows of $25.4 million. Funds on both sides have yet to report all their figures. I'll consider this a meaningful recovery only when BTC holds above $75,000, ETH follows suit, and spot buying provides support on pullbacks. If BTC falls below its previous low of $73,700, the rebound can wait.
I'm also watching ZEC today: its spot funds saw net outflows of $2.2 million on Monday. If chip stocks keep rising tonight but ETH still can't keep up, I'll wait a little longer. What about you—would you trade the BTC rebound first, or wait for ETH to strengthen too? #CPI前瞻，12月利率走向迎关键考验
Crypto friends, SOXL is up 24.87% today, while $ZEC is down 5.72%. Seeing these two figures side by side is more interesting than watching the Nasdaq alone. SOXL is a single-day, 3x leveraged fund. The Philadelphia Semiconductor Index rose 6.9% overnight, and Micron and SanDisk also gained more than 6%. The rebound in chip stocks looks pretty solid. Meanwhile, in crypto, $SOL is still down 1.79%.
Trump played down the possibility of striking Iran again. Brent crude closed down 5.85% overnight, while gold rose to around $4,107 as the dollar retreated. Lower oil prices gave stocks some breathing room; the 10-year Treasury yield is still near 4.87%. If tonight's US CPI comes in with core CPI month over month above the expected 0.2%, and the dollar and Treasury yields both rise again, I'd be on guard for crypto prices to retest their lows.
This morning, $BTC was around $75,200, and $ETH was about $2,130. In the spot ETF data reported so far for Monday, BTC saw net inflows of $12.2 million, while ETH saw net outflows of $25.4 million. Funds on both sides have yet to report all their figures. I'll consider this a meaningful recovery only when BTC holds above $75,000, ETH follows suit, and spot buying provides support on pullbacks. If BTC falls below its previous low of $73,700, the rebound can wait.
I'm also watching ZEC today: its spot funds saw net outflows of $2.2 million on Monday. If chip stocks keep rising tonight but ETH still can't keep up, I'll wait a little longer. What about you—would you trade the BTC rebound first, or wait for ETH to strengthen too? #CPI前瞻，12月利率走向迎关键考验
