九菲特
4.9k Posts
九菲特
8折手续费邀请码：9FATE
Frequent Trader
8.5 Years
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Always believe in it, and forever be moved to tears! CWW!😂 $SNDK $SKHYNIX $MU 8 share the handling fee invitation code: 9FATE
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Always believe in success, always moved to tears! CWW! 😂 $SNDK $SKHYNIX $MU 8 split handling fee invite code: 9FATE
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$XAG 前阵子基本上每天仓位都在增加，今天开始缩减，拉盘资金不够，大概率要回调一波了！
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XAG+2.14%
SLVETF+0.77%
$BTC is going to the moon, BTC breaks 82476, and 2.543 billion US dollars in short positions will be liquidated!
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$XAU A little while ago, it basically kept increasing every day as more was added. Today, it started to reduce/trim; the pull-up momentum isn’t enough, so we need to dip back a bit!
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XAU+0.22%
GLDETF-0.07%
$TRUMP The project owners are just pumping it to get orders out and then dump the market! Trump won’t have another chance for a huge breakout anymore!
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$PUMP surged by 500%—if the project team doesn’t dump, will retail investors? The sell-pressure on the tokens you can get at extremely low cost has been too heavy lately. You can see a guaranteed floor below around 35—welcome to join the air force!
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$XRP ETF daily net inflow has already shot up to nearly $24 million. I can’t remember how many consecutive days this has been net inflow. Institutions and retail investors are all buying, buying, buying. It dropped from $3. In this round, we can see $2, and then continue going long!
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$TRUMP Smart Money Coin Accelerates and Drops, Going Short Is Profit! Pulled up from 1.3 bucks—there’s still plenty of room down below. Just short along with the project team. Take profit at 1.7—everyone welcome to board!
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$ZEC It’s time to start a callback dip! 1-hour level head-and-shoulders top pattern is forming. On the weekly chart, after previous rallies, there will be a rapid pullback. Take profit near the 500 quickly 🈳!
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$SOL has broken to new highs! Meme coins’ total weekly trading volume on the SOL chain has surpassed $5 billion. Every time the meme season on the SOL chain kicks off, when fees increase, the coin price often gets a boost too. The 120 target level remains unchanged—still looking to go long!
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思科把超微的液冷、风冷整机放进 NVIDIA AI 工厂方案，并宣布 10 月起陆续提供；这个时间点目前只有一个消息源，即思科官方公告。
AI 基建的博弈正从单一硬件规格演进到整机交付。若客户依然得大量自行集成，或者交付周期缩短不下来，这套逻辑便不成立。
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AI 基建的博弈正从单一硬件规格演进到整机交付。若客户依然得大量自行集成，或者交付周期缩短不下来，这套逻辑便不成立。
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Coinbase 实时公开面板显示，426.2 亿美元衍生品持仓里，Deribit 占据 96.5%，可过去 24 小时成交量反倒是国际站贡献了 115.9 亿美元；这些数据源头统一，全来自 Coinbase。
存量风险全堆在 Deribit，新进交易却更青睐国际站永续，总持仓的风险预警不能光盯着资金费率看。要是 Deribit 持仓占比跌破 90%，那这套逻辑就失效了。
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存量风险全堆在 Deribit，新进交易却更青睐国际站永续，总持仓的风险预警不能光盯着资金费率看。要是 Deribit 持仓占比跌破 90%，那这套逻辑就失效了。
8折手续费邀请码：9FATE
链接：https://www.binance.com/zh-CN/activity/referral/bind-ref
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1606 Corp 已经在给 Lufkin 的 55 MW 生物质电站寻觅买家和运营商，甚至在评估出售合同权益，但收购资金还没着落，截止日期也推迟了好几次；这些数据全都出自公司报给 SEC 的公告。
项目目前真正的难点不在于招商，而是资产能不能顺利交割。如果它能在 10 月 31 日前搞定融资和收购，那这个结论就不成立了。
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项目目前真正的难点不在于招商，而是资产能不能顺利交割。如果它能在 10 月 31 日前搞定融资和收购，那这个结论就不成立了。
8折手续费邀请码：9FATE
链接：https://www.binance.com/zh-CN/activity/referral/bind-ref
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SK hynix 今天的技术研报认为，混合键合的成本大约是倒装芯片封装的 2–3 倍，HBM 大规模应用可能要等到 HBM4E 或 HBM5；这些数据目前仅有一个出处，即 SK hynix 新闻室。
路径已经明朗，真正制约量产的在于良率、设备精度以及成本能否同步达标。如果 HBM4 量产时直接使用混合键合，且成本与良率能媲美现有的 TCB，那么这个结论就不成立。
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路径已经明朗，真正制约量产的在于良率、设备精度以及成本能否同步达标。如果 HBM4 量产时直接使用混合键合，且成本与良率能媲美现有的 TCB，那么这个结论就不成立。
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ZEC’s price has barely changed over the last 24 hours. Binance contract open interest rose only about 0.6%, while Bybit actually fell about 5.0%. The three major exchanges’ funding rates are still around 0.01%. Data sourced from Binance, Bybit, and OKX official APIs.
This is different from the earlier situation where both sides added positions at the same time. Leverage growth has already diverged, and the current market isn’t being sustained by the whole market continuously piling in. If, over the next 6 hours, both sides’ OI rebounds together and breaks above 3%, then this conclusion would not hold.
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This is different from the earlier situation where both sides added positions at the same time. Leverage growth has already diverged, and the current market isn’t being sustained by the whole market continuously piling in. If, over the next 6 hours, both sides’ OI rebounds together and breaks above 3%, then this conclusion would not hold.
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Hot Chips 今天的日程里，三星会介绍首款 LPDDR 架构的 PIM 推理内存；其产品页给出的规格是 16GB、最高 4.8Tbps，每个 bank 内置一个 PIM 单元。
它不和 HBM 正面拼峰值带宽，而是借 LPDDR5X 兼容性把矩阵向量运算搬进低功耗内存。若独立整机测试不能同时降低延迟和功耗，或主流软件栈迟迟不支持，这条路线就站不住。
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它不和 HBM 正面拼峰值带宽，而是借 LPDDR5X 兼容性把矩阵向量运算搬进低功耗内存。若独立整机测试不能同时降低延迟和功耗，或主流软件栈迟迟不支持，这条路线就站不住。
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Arbitrum 正投票把 Timeboost 改成 125 毫秒一轮的优先 Gas 竞价，再卖一条更快的只读 Fast Feed，其中 97% 订阅收入回 DAO；这些数据目前只有一个来源，就是官方治理页面。
它不是单纯提速，而是把“谁的服务器更快”改成“谁为延迟付费”，把原先藏在硬件里的优势搬到协议账本上。若普通交易滑点没有改善，或订阅与优先费收入迟迟起不来，这次改造就站不住。
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它不是单纯提速，而是把“谁的服务器更快”改成“谁为延迟付费”，把原先藏在硬件里的优势搬到协议账本上。若普通交易滑点没有改善，或订阅与优先费收入迟迟起不来，这次改造就站不住。
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为什么 XMR 两地价格几乎一样，持仓成本却差这么多？它过去 24 小时涨约 6.6%，Binance 与 Bybit 标记价只差约 0.05%，前者资金费率约 0.047%/8 小时，是后者近 5 倍；数据来自两家交易所公开接口。
套利先抹平了价格，没立刻搬走仓位需求，拥挤更像 Binance 局部现象；若费率差收窄到 0.01 个百分点内，这个判断就失效。
8折手续费邀请码：9FATE
链接：https://www.binance.com/zh-CN/activity/referral/bind-ref
套利先抹平了价格，没立刻搬走仓位需求，拥挤更像 Binance 局部现象；若费率差收窄到 0.01 个百分点内，这个判断就失效。
8折手续费邀请码：9FATE
链接：https://www.binance.com/zh-CN/activity/referral/bind-ref
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