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Bullish
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🚨 U.S. stocks lose $3 trillion in a single day! Is this the end of the bull market—or a “golden buying opportunity”? U.S. stocks were rocked by severe volatility this week following the midterm election results. Democrats scored sweeping victories in both chambers of Congress and in several state elections. Promises by the newly elected officials to restrict data center construction and tighten regulation sparked strong concerns that investment in AI infrastructure could be stalled. 📉 A brutal sell-off • Thursday’s plunge: The S&P 500 fell 4.4%, while the Nasdaq 100 tumbled 6.4%, wiping out more than $3 trillion in market value in a single day. • Chip stocks led the decline: The Philadelphia Semiconductor Index plunged 12% on Thursday, bringing its cumulative drop from its June high to 36%. • Friday’s stabilization: The S&P 500 edged up 0.31% to close at 7376.86, but was still down 2.5% since Tuesday. 🐂 Wall Street urges investors to “buy the dip” Despite the sharp decline, most of Wall Street’s top strategists believe this is just a “correction,” not the end of the bull market, and are signaling that it’s time to buy: • Morgan Stanley (Mike Wilson): He explicitly said that “the next two to three weeks are a good time to add to positions,” maintaining his year-end S&P 500 target of 8000 (about 8.4% upside). • Yardeni Research: It believes the AI bubble is “slowly deflating,” not bursting, and won’t cause a major economic shock. Its year-end target is 7900. • Wall Street consensus: Major institutions’ average year-end target for the S&P 500 remains as high as 7973, while Seaport Global is even more bullish, forecasting 8200. 💡 Key factors to watch Markets are repricing the AI trade. Wells Fargo strategists point out that semiconductors and AI infrastructure are likely to remain under pressure in the near term. On the other hand, if tech giants such as Google and Amazon are forced by policy changes to cut capital spending, that could actually improve their earnings outlook. Sharp swings in the broader market often have a direct impact on liquidity and sentiment in crypto markets. In the face of this “policy shockwave,” do you see this as an exceptional buying opportunity—or the start of greater risks? Share your thoughts in the comments👇 $SPCX.US {stock_us}(SPCX.US) $MU.US {stock_us}(MU.US) $TSM.US {stock_us}(TSM.US)
🚨 U.S. stocks lose $3 trillion in a single day! Is this the end of the bull market—or a “golden buying opportunity”?

U.S. stocks were rocked by severe volatility this week following the midterm election results. Democrats scored sweeping victories in both chambers of Congress and in several state elections. Promises by the newly elected officials to restrict data center construction and tighten regulation sparked strong concerns that investment in AI infrastructure could be stalled.

📉 A brutal sell-off
• Thursday’s plunge: The S&P 500 fell 4.4%, while the Nasdaq 100 tumbled 6.4%, wiping out more than $3 trillion in market value in a single day.

• Chip stocks led the decline: The Philadelphia Semiconductor Index plunged 12% on Thursday, bringing its cumulative drop from its June high to 36%.
• Friday’s stabilization: The S&P 500 edged up 0.31% to close at 7376.86, but was still down 2.5% since Tuesday.

🐂 Wall Street urges investors to “buy the dip”
Despite the sharp decline, most of Wall Street’s top strategists believe this is just a “correction,” not the end of the bull market, and are signaling that it’s time to buy:

• Morgan Stanley (Mike Wilson): He explicitly said that “the next two to three weeks are a good time to add to positions,” maintaining his year-end S&P 500 target of 8000 (about 8.4% upside).

• Yardeni Research: It believes the AI bubble is “slowly deflating,” not bursting, and won’t cause a major economic shock. Its year-end target is 7900.

• Wall Street consensus: Major institutions’ average year-end target for the S&P 500 remains as high as 7973, while Seaport Global is even more bullish, forecasting 8200.

💡 Key factors to watch
Markets are repricing the AI trade. Wells Fargo strategists point out that semiconductors and AI infrastructure are likely to remain under pressure in the near term. On the other hand, if tech giants such as Google and Amazon are forced by policy changes to cut capital spending, that could actually improve their earnings outlook.

Sharp swings in the broader market often have a direct impact on liquidity and sentiment in crypto markets. In the face of this “policy shockwave,” do you see this as an exceptional buying opportunity—or the start of greater risks? Share your thoughts in the comments👇
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@钞机八蛋
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[LIVE] 🎙️ Will the market continue to slide?
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Bullish
🚀 Funding expectations for AI giants shrink across the board! OpenAI valuation falls to $1.25 trillion, while Anthropic’s IPO valuation faces a reality check Amid a sell-off in U.S. tech stocks and concerns about data center policies following the U.S. midterm elections, market enthusiasm for AI has cooled noticeably. The latest funding and IPO developments for two leading AI giants have seen significant adjustments: 📌 OpenAI receives first $11 billion installment as funding round shrinks sharply • Latest valuation and funds received: The first installment of about $11 billion from OpenAI’s latest funding round was deposited into the company’s account on Friday, putting its current valuation at $1.25 trillion. • Expected final size: The remaining funds are expected to arrive in the coming weeks, bringing total funding to as much as $20 billion. That is a notable reduction from the initial plan to raise $30 billion at a $1.4 trillion valuation. • High-profile investors: Participants include Coatue, T. Rowe Price, SoftBank Group, Sequoia Capital, Founders Fund, a16z, and a consortium of investors from the UAE. 📉 Rival Anthropic’s valuation also gets a reality check • IPO valuation expectations for Anthropic, the developer of Claude and a formidable OpenAI rival, have been revised sharply downward. • Some buyers’ target valuations have fallen from $2 trillion a month ago and $1.5 trillion more recently to between $1.2 trillion and $1.3 trillion. Although the world’s leading AI companies remain highly capable of attracting capital, financial markets have shifted from frenzied exuberance toward a more rational phase of valuation reassessment. $MSFT.US {stock_us}(MSFT.US) $GOOG.US {stock_us}(GOOG.US) $META.US {stock_us}(META.US)
🚀 Funding expectations for AI giants shrink across the board! OpenAI valuation falls to $1.25 trillion, while Anthropic’s IPO valuation faces a reality check
Amid a sell-off in U.S. tech stocks and concerns about data center policies following the U.S. midterm elections, market enthusiasm for AI has cooled noticeably. The latest funding and IPO developments for two leading AI giants have seen significant adjustments:

📌 OpenAI receives first $11 billion installment as funding round shrinks sharply

• Latest valuation and funds received: The first installment of about $11 billion from OpenAI’s latest funding round was deposited into the company’s account on Friday, putting its current valuation at $1.25 trillion.

• Expected final size: The remaining funds are expected to arrive in the coming weeks, bringing total funding to as much as $20 billion. That is a notable reduction from the initial plan to raise $30 billion at a $1.4 trillion valuation.

• High-profile investors: Participants include Coatue, T. Rowe Price, SoftBank Group, Sequoia Capital, Founders Fund, a16z, and a consortium of investors from the UAE.

📉 Rival Anthropic’s valuation also gets a reality check
• IPO valuation expectations for Anthropic, the developer of Claude and a formidable OpenAI rival, have been revised sharply downward.
• Some buyers’ target valuations have fallen from $2 trillion a month ago and $1.5 trillion more recently to between $1.2 trillion and $1.3 trillion.

Although the world’s leading AI companies remain highly capable of attracting capital, financial markets have shifted from frenzied exuberance toward a more rational phase of valuation reassessment.
$MSFT.US
$GOOG.US
$META.US
Elon Musk has always been very smart 👍👍👍
Elon Musk has always been very smart 👍👍👍
叮当 Doraemon
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No wonder Elon is the world’s richest man 👍 He quickly found a way to break the deadlock:

This time, Musk got smarter. Instead of clashing head-on with regulators, he’s starting by showing local residents the numbers.

The lesson from Texas is right there for everyone to see: data centers were built too quickly, the community pushed back, and approvals were frozen outright. Of 41 measures across 10 states, 40 were unfavorable. The new governor hasn’t even taken office, and talk of a freeze is already out there.

SpaceX has turned to Arizona. On the evening of November 4, it held a community meeting in Cochise County, acknowledging that the project—747 acres, nine data center buildings, and 6 GW at full capacity—is its own. About 275 residents attended.

The key isn’t how big the project is. It’s how the offer is made.

SpaceX will spend $3.6 billion of its own money to upgrade the power grid, cut local residents’ electricity bills by 10% to 40%, create 1,000 permanent jobs, and generate $34 million to $103 million in property taxes each year. The water used for cooling would be equivalent to what 20 to 30 households use.

When a data center used to move into a town, residents first wondered how much electricity prices would rise and how much water would be drawn. Now SpaceX is turning the equation around: first make sure the town benefits, then talk about whether to approve the project.

We’ll know more after the December 9 hearing. But whatever the outcome, this approach has already made its mark. From now on, data centers hoping to get built will be competing not just on computing power, but on who can win over the local community first.
come
come
艾伦Eren1688
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Bullish
Cristiano Ronaldo officially announced today that he is retiring from the national team.

A legendary chapter comes to an end.🇵🇹🐐
On the way to 20,000
Reply :1
answer :1
#1688家族family #predictons
go
go
一休哥168
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Bullish
Get out into the mountains more; take things less to heart.
#币安安全事件恢复进展:98%被盗资产已回填
COME
COME
生蚝哥Oyster
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Bullish
Today's crypto market: another reminder not to mistake short-term volatility for a trend.

Bitcoin surged to around $80,000 yesterday, then pulled back today and traded in the $75,000–$78,000 range. The whole market got hammered alongside the Nasdaq and AI stocks, with long positions liquidated one wave after another. Market cap fell from nearly $2.7 trillion to around $2.6 trillion. It looks scary, but honestly, this move didn't surprise me at all.

My key takeaways:

1. Crypto still isn't truly “uncorrelated”
It may claim to be an independent asset, but its actions tell the truth. When U.S. tech stocks fall and macro sentiment sours, BTC and ETH follow right away. As long as leverage remains and liquidity still relies mainly on the dollar system, this correlation won't disappear. Anyone hoping the “crypto narrative” will make them completely immune to traditional market risks might want to wake up.
2. There's too much short-term sentiment trading and too little genuine value investing
After the midterm election results came out, shorts got squeezed and prices surged. Then the next day, one weak macro data point or a dip in stocks was enough to liquidate the longs. Back and forth, it's all a leveraged game. The people who can truly ride out the noise are still those who can hold BTC for years—not those staring at charts every day, shouting “It's going to $100K!” or “It's going to zero!”
3. My long-term view on BTC hasn't changed
It's still the best candidate for “digital hard money” we have today. Its fixed supply, censorship resistance, and global transferability—these qualities will only become more valuable in an uncertain macro environment. But don't expect it to go up every day, and don't question the entire thesis because of one pullback. Volatility is part of its price. If you can't handle it, stay away.
4. The biggest thing to watch out for right now isn't a price drop—it's leverage
The number of liquidations today shows that plenty of people in the market are still using high leverage to bet on direction. A bull market can make you money; a bear or sideways market can liquidate you. Personally, I prefer spot buying and holding for the long term, with less tinkering.

In short:
Today's market action is “normal”—almost boringly so. Don't let daily price swings dictate your decisions. Managing your position size and thinking through your thesis are far more useful than checking the charts all day.

What do you think of this move? Do you think prices will keep sliding, or are people already gradually accumulating at these lows?
COME
COME
叮当 Doraemon
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SpaceX May Be Planning to Build Arizona’s Largest AI Data Center
SpaceX has filed for a 6 GW data center in Arizona, next to a power plant, with electricity from the grid.
Texas’s new governor wants to freeze new data centers, but has no authority here.
The site is in Cochise County in southeastern Arizona, spans 747 acres, and is adjacent to the Apache Generating Station.
Up to 9 data center buildings, in 4 phases. The first phase is about 1.5 GW, and construction power draw is set to begin in March 2027. All electricity will come from the grid; there will be no on-site power plant. Each building will have only about 10 MW of natural-gas emergency generation, plus 24 GWh of batteries. Dry cooling, with no cooling towers. At full capacity, annual water use will be 7 to 10 acre-feet, which the application says is equivalent to 20 to 30 households.
COME
COME
九公子探密
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🔥🧧🧧🧧Fed rate-hike odds for December surge above 80%
The Fed held rates steady at 3.75%–4.00% at its October meeting, but the vote was 10–2, with two members insisting on a rate hike.
CME pricing shows the odds of another 25-bp hike in December have already topped 80%.
The current tightening cycle led by Warsh is nowhere near over. Some institutions even expect another hike in 2027 after this one.
A hawkish pause ≠ the start of a rate-cut cycle. It’s time to cool down those hopes for looser policy in crypto and U.S. stocks.

Do you think there really will be another rate hike in 2027?
Let’s discuss in the comments.🎁🎁🎁🧧🧧🧧

⚠️Information shared for informational purposes only; not investment advice
#美联储 #加息 #宏观 $BTC

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晚风Vesper_1688
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[Replay] 🎙️ Build Binance Square—everyone, follow mainstream cryptocurrencies with lasting value: BTC ETH BNB SOL 🚀🚀🚀🚀
02 h 01 m 20 s · 1k listens
晚风Vesper_1688
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🔥Friday at 9:30 PM | Major U.S. nonfarm payrolls and unemployment rate data coming up❗
📊Data preview:
▫️U.S. October unemployment rate | Previous: 4.20% | Forecast: 4.20%
▫️U.S. October seasonally adjusted nonfarm payrolls | Previous: 29,000 | Forecast: 65,000

As we await the data, are you leaning more bullish or bearish?
🎙️ Build Binance Square; everyone, follow mainstream value coins: BTC, ETH, BNB, SOL 🚀🚀🚀🚀
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幸运雨Rainny
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✨ Debut Livestream Preview · Lucky Rain Rainny
⏰ November 10, 18:00–20:00
Market insights, thoughtful discussions, and a leisurely chat about the vast world of Web3 🌙
Looking forward to seeing you all in the livestream
光明社区-亮总
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In the crypto world, I only recognize Binance—aside from CZ’s integrity and Yijie. I only recognize @光明社区-明道 . Let’s build Binance together, and of course the Bright Community.
兰汐kyL
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Market analysis. If prices can consistently return above and hold above MA25 and the recent 7-day high zone, while trading volume and open interest rise in tandem, risk appetite may improve. A rebound led by major cryptocurrencies would then be more likely to sustain its momentum.
 
Sideways scenario: If prices fluctuate within the recent 7-day high-low range and trading remains subdued, the market is more likely to stay range-bound. In this environment, capital tends to favor highly liquid major assets, and divergence among altcoins is likely to become more pronounced.
 
Weakening scenario: If the recent 7-day low zone is breached again, accompanied by rising volume and open interest, selling pressure may once again take the lead. In this environment, highly volatile assets typically face greater pullback risk.
 
Yesterday's market brief showed that $BTC ,$ETH ,$SOL edged up only slightly overall, suggesting that the market has yet to form a broad consensus around a strong trend. Going forward, it is especially worth tracking macro liquidity, regulatory news, spot trading volume, and whether futures funding rates and open interest begin to strengthen or weaken in tandem.
 #AMD超预期大涨,AI叙事延续? #币安将恢复更多资产提现
晚风Vesper_1688
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🔥Friday at 9:30 PM | Major U.S. nonfarm payrolls and unemployment rate data coming up❗
📊Data preview:
▫️U.S. October unemployment rate | Previous: 4.20% | Forecast: 4.20%
▫️U.S. October seasonally adjusted nonfarm payrolls | Previous: 29,000 | Forecast: 65,000

As we await the data, are you leaning more bullish or bearish?
Quoted content has been removed
紫藤Sofi
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Red envelopes 🧧🧧 are waiting for you
Hong Kong plans to establish a licensing regime for virtual asset trading, custody, advisory and management services. Christopher Hui, Deputy Secretary for Financial Services and the Treasury, said the relevant amendment bill will be submitted to the Legislative Council in 2026. According to Foresight News, Hui made the remarks at the main forum of the 11th Hong Kong FinTech Week x StartmeupHK 2026. The event concluded on November 3, exploring how finance, artificial intelligence and global expansion can become drivers of growth.
Dear friends, something came up tonight. Some friends from abroad have arrived, and I need to pick them up at the airport and host them, so I won’t be livestreaming tonight. Thank you so much 🙏 for your support and kindness! I’ll be back live tomorrow night!
Dear friends, something came up tonight. Some friends from abroad have arrived, and I need to pick them up at the airport and host them, so I won’t be livestreaming tonight. Thank you so much 🙏 for your support and kindness! I’ll be back live tomorrow night!
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Bullish
Munger: If you can't control your emotions, you can't control your wealth The most expensive thing in investing is often not overpaying for a stock, but making a decision when you're in the worst emotional state. When prices rise, we're afraid of missing out and can't help chasing them; When prices fall, we're afraid of losing more and can't help selling. The slightest jolt from the market can make people start abandoning their principles. What truly sets investors apart is often not who knows more, but who can still think clearly in extreme conditions. Munger placed great importance throughout his life on people's psychological biases, because he understood clearly that the human brain isn't naturally suited to investing. We like to follow the crowd, get instant feedback, prove we're right, and we naturally hate losses. These instincts may not be bad in everyday life, but in the capital markets, they can easily turn us into a “buy high, sell low” machine. So the truly difficult part of investing has never been learning a valuation formula, but building a system that keeps us from readily abandoning discipline when we're gripped by fear or greed. Wealth doesn't necessarily reward the smartest people. Very often, it rewards those who remain calm when everyone else loses control. ~~~~~~~~~~~~~~~~~~~~~We continue to make regular investments in BTC, BNB, and the stocks of the following companies listed on the Binance exchange $SPCXB {spot}(SPCXBUSDT) $GOOGLB {spot}(GOOGLBUSDT) $AMZNB {spot}(AMZNBUSDT)
Munger: If you can't control your emotions, you can't control your wealth

The most expensive thing in investing is often not overpaying for a stock, but making a decision when you're in the worst emotional state.

When prices rise, we're afraid of missing out and can't help chasing them;

When prices fall, we're afraid of losing more and can't help selling.

The slightest jolt from the market can make people start abandoning their principles.
What truly sets investors apart is often not who knows more, but who can still think clearly in extreme conditions.

Munger placed great importance throughout his life on people's psychological biases, because he understood clearly that the human brain isn't naturally suited to investing.
We like to follow the crowd, get instant feedback, prove we're right, and we naturally hate losses.

These instincts may not be bad in everyday life, but in the capital markets, they can easily turn us into a “buy high, sell low” machine.

So the truly difficult part of investing has never been learning a valuation formula, but building a system that keeps us from readily abandoning discipline when we're gripped by fear or greed.

Wealth doesn't necessarily reward the smartest people.
Very often, it rewards those who remain calm when everyone else loses control.
~~~~~~~~~~~~~~~~~~~~~We continue to make regular investments in BTC, BNB, and the stocks of the following companies listed on the Binance exchange
$SPCXB

$GOOGLB

$AMZNB
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