小企鹅-

胡锦涛已被封杀，搜不到了

What’s this drama? Did I lose my internet connection?

美国有苹果,

德国有西门子，

日本有索尼，

韩国有三星，

中国有什么？

The Nasdaq 100 plunged 5.5% in a single week, its biggest drop in 18 months. Once the story is told, the market starts doing the math—after massive AI bets, can revenue and cash flow outpace financing costs?

Rising oil prices are stoking inflation, shifting the question from “How big is this revolution?” to “How long can this fire burn?” This isn’t the story falling apart; it’s the first time capital has demanded a payoff.

No matter how exciting an industry is, its valuation must be matched by a reasonable purchase price. From here, there’s just one thing to watch: can orders turn into revenue, revenue into profit, and profit into cash?

A genuine growth opportunity never relies on imagination alone to justify its valuation.#纳指100本周跌5.5%创18个月最大周跌幅

币圈关停潮来了，下一个倒下的会是谁呢？

曾经锁仓几十亿美元的明星项目，如今也开始接连关门了。

10月15日，StandX 突然宣布逐步停运，取消发币计划，改为向用户空投DUSD。这家平台曾拥有23.7万用户，锁仓峰值超过2亿美元。

10月6日，胖企鹅背后的 Abstract 宣布12月15日停链。

10月2日，曾吸引超20亿美元资金的Blast也宣布关停。

再往前，Router Protocol、Switchboard等项目也相继退场了。

为什么连这些明星项目都撑不住了？

Blast巅峰时期风光无限，今年9月整条链的月收入却只剩1793美元，连维护成本都覆盖不了，真是令人唏嘘啊。

Abstract累计处理超过3.25亿笔交易，最终还是败给了增长停滞和流动性不足的现实。

以前靠融资、空投就能吸引大批资金，现在热度退去，用户留不住，收入撑不起运营成本，再大的项目也可能面临关停了……

Today in Focus · Three major developments shaping the world order

1. U.S. fiscal alarm bells The U.S. budget deficit for fiscal year 2026 reached $1.99 trillion, a five-year high. Federal debt surpassed $40 trillion, while interest payments topped $1.36 trillion, putting global financial markets on high alert.

2. New developments in Northeast Asia North Korea test-fired a new torpedo weapons system equipped with AI technology. Security tensions in Northeast Asia are drawing concern from all sides, as media outlets around the world rush to analyze the situation.

3. Fresh turmoil in the Middle East Trump said the U.S. may strike Iran’s nuclear facilities again. Geopolitical risks are rising, and risk aversion is spreading across global markets.#美国财政 #朝鲜 #中东战争

$SOL
All the remaining events on Solana’s China tour this year have been canceled.

Solana has been canceled twice more within a year, and each time the stated reason was “public safety.”

I heard the real reason was that meme coins were fleecing retail investors too aggressively, leading to too many reports being filed.#sol

The stock market is plunging.

Cryptocurrencies are tumbling.

Hundreds of billions of dollars in market value have evaporated from gold and silver.

Where exactly did all this money go? #股市 #黄金

兄弟们看过来，ROBINCAT 罗宾猫刚翻倍！

从低点一路拉到 1.92M 市值，价格直接干到 0.00192，1小时图上那根大绿柱直接把盘面打穿，成交量跟着爆，最近几小时持续放量冲高。

低位横盘那么久，突然启动，买盘明显在进，持仓也在增加，这种走势一看就是有人在推、有人在接。

罗宾猫这波节奏很猛，后续只要量能跟上，继续往上冲的概率不小，可以先出本金继续埋伏

Retail investors holding Bitcoin at 81,000 are busy cutting their losses
But 150-year-old Deutsche Bank is stepping in right now

It just announced it will go live within a few weeks
$BTC
and $ETH
for custody
And next year, it plans to make a direct push into the Asian market

Every time retail investors say it’s over, the old-line banks are quietly building vaults underneath. Do you think 81,000 is a golden buying opportunity for institutions, or are we only halfway up the mountain?

CZ has deleted a large number of retweets related to the crypto world. Could something big be about to happen? #CZ

Golden Dog Excavator is a service that helps you find first-hand information and promising tokens in the meme sector.
Every day, our team monitors signals from multiple sources, verifies them manually, and quickly shares the results.
Our value isn’t in creating countless chat groups—it’s in filtering out the noise and telling you directly:
Why a token is worth watching, what its narrative is, and how far it could go. Leave the monitoring and screening to the professionals, so you can focus on making decisions.

Welcome to Golden Dog Excavator

Narratives like FTR are essentially bets on a second wind of attention that has yet to materialize—either Musk speaks up again, or the media gives the “flying Roadster” story another round of hype.

Most meme coins’ prospects boil down to three ways of attracting attention:
1. A big name or mainstream media outlet mentions them
2. Leading capital comes in, or they get listed on a major exchange
3. They all follow the same underlying logic of the attention economy; only the triggers differ.
The problem is that these three paths are usually highly uncertain. No one can know in advance whether the media will pick up the story, whether a big name will buy in, or whether Binance will list the coin. Most of the time, it’s a low-odds gamble.

Occasionally, there are exceptions—rare windows when the outcome is almost “known”:

With Asteroid, Musk said “I’ll reply later,” and followed through two days later; the price went straight up tenfold. The signal was clear and the time window well-defined. During the Alpha phase for MarsCoin and Niulai, the expected path from contract to spot trading was practically an open secret, making the outcome highly certain.
In my personal view, Hakimi being listed for spot trading at some point in the future is also a relatively high-certainty event.

Apart from that, genuinely high-certainty opportunities are few and far between over the course of a year. The rest of the time, the market is basically playing a game driven by random fluctuations in attention.

Many people who are new to this space start browsing posts and keep seeing one word come up: “chain.” Are you left scratching your head, wondering what exactly a “chain” is? Today, I’d like to explain it in simple terms.

Put simply, when we say “chain,” we mean blockchain. You can imagine it as a huge public ledger that countless computers around the world jointly maintain and update.

Whenever a transaction takes place, its information is packaged into a block of data called a block. New blocks are added in chronological order, each one linked closely to the previous block, like links in a chain. That’s blockchain, commonly shortened to “chain” in the crypto community.

Some of its most appealing features are: All transactions are publicly viewable. Anyone can look up transfers recorded on the chain—who sent what to whom, and how much. It’s very difficult to tamper with. Once a record is added to the chain, secretly changing past transaction details would require altering the ledgers on the vast majority of computers around the world, which is practically impossible.

It’s also important to understand that different chains are independent networks and aren’t connected to one another. Think of WeChat Pay and Alipay as two separate systems: you can’t transfer your balance directly between them. The Bitcoin chain was the first to be created and is mainly used for transferring value. The Ethereum chain offers more functionality, allowing people to issue various tokens and build many projects. The BNB Chain offers faster transfers and lower fees.

Here’s the key point! A token runs on a particular chain. When you withdraw tokens from an exchange and choose a chain, you’re choosing which network your transfer will use. Be extremely careful with this step! If you choose the wrong chain, your assets may be lost forever and cannot be recovered!

Many newcomers get caught out this way. It’s a real shame when hard-earned assets simply disappear because the wrong chain was selected.

It’s also important to be realistic: a chain is just underlying technology. A project isn’t necessarily trustworthy just because it’s on a chain. Plenty of worthless coins and scams can be launched on-chain too. The crypto market can swing wildly, and risks are everywhere, so protect your principal and don’t act impulsively.#区块链

$BTC $ETH
The market is a little steadier today than it was yesterday.
Yesterday, BTC repeatedly tested the area around 80,000, while ETH was relatively weak, mainly due to pressure from hotter-than-expected CPI. Today, BTC is trading around 82,000, and ETH has also recovered somewhat, suggesting that some of yesterday’s selling pressure has been absorbed.
Put simply: yesterday’s sharp drop has eased for now, but it’s too soon to say the correction is over. If BTC can continue to hold above 82,000, we can watch the strength of any rebound; if it falls back again, the market may need more time to consolidate.
What do you think of today’s stabilization?#美国9月PPI年率升至6.3%

#特斯拉真的会飞 ? After watching the demo, I can only say one thing: Musk is at it again.
Yesterday, Tesla officially brought out the second-generation Roadster for a showcase at the SpaceX base in Texas.
Not a PowerPoint presentation—the real car was there, doing its thing.
And the crowd went wild:
• It can drive upside down (like a bat, clinging to an inverted ramp)
• It can launch into the air, do a flip, and land smoothly
• It can even leap right over its own Cybertruck and Semi
Even Musk himself said, “It turns out flying cars really will be a thing in the future.” This isn’t “buy a car and fly it like a plane.” It’s more like:
An electric supercar + a SpaceX cold-gas thruster toy.
The demo was real, and so were the flips and jumps. But mass production isn’t expected until 2028, the deposit isn’t cheap, and the flying version will most likely only be suitable for use in closed-off areas.
Musk himself also admitted that this car wasn’t designed with safety as the priority—it’s all about maximizing fun.

What do you think?
Is this a real technological breakthrough, or just another “show off the concept, then delay it again” moment?
Would you spend the money to reserve one, or do you think it’s better to stick with a car you can actually drive?
Tell us in the comments: do you think this thing will ever be allowed on public roads?

Market update today (October 16)

After BTC dropped to near $80,000 yesterday (the 15th), it has bounced back from the bottom. BTC is currently around $82,000–$82,400, up slightly or roughly flat on the day, recovering most of yesterday’s losses.

ETH has also recovered, currently around $2,430–$2,440, well above yesterday’s low. The total market cap has stabilized too, with no further sharp decline.

Key developments:

• Buyers stepped in when prices fell to around $80,000 yesterday, creating short-term support.
• Some altcoins that had been strong earlier rebounded more sharply. For example, NEAR rose nearly 10%, while ZEC, PYTH, and INJ also recovered noticeably. Instead of buying across the board, investors are picking coins with compelling narratives.
• Sentiment has improved. Some data shows the Fear & Greed Index moving from neutral yesterday back into greed territory (some readings put it at 63).

Yesterday’s decline was mainly driven by hotter-than-expected U.S. CPI (3.7%) and a sharp sell-off in South Korea’s stock market. Today’s move is a technical rebound after the drop, and there’s still no sign of strong independent upward momentum. The $80,000 level has held for now, but resistance remains around $83,000–$84,000.
$BTC $ETH #比特币现货ETF单日净流出2.61亿美元

Market Outlook for Tomorrow (October 16)
Today, a hotter-than-expected CPI report hit the market hard. BTC is looking for support around $80,000, while ETH is even weaker.

Tomorrow, there’s no data as major as CPI. The main releases are U.S. industrial production and import and export price indexes, so it’ll mostly be a day for digesting yesterday’s news.

In plain English:
The market took a hit yesterday. Tomorrow, it’ll first take stock of how badly it’s hurt.
If BTC can hold above $80,000, it means there are still buyers willing to step in.
If it drops further, ETH and altcoins will probably fare even worse.
Also, keep an eye out for the ARB unlock tomorrow. Altcoins tend to come under pressure on unlock days.
Overall, macro factors are still in the driver’s seat. Don’t get carried away in the short term.

Do you think the market will keep grinding tomorrow, or take another leg down? #9月CPI来袭原油美债走势如何 $BTC $ETH

#9月cpi来袭原油美债走势如何
September CPI came in scorching hot: up 3.7% year over year and 0.6% month over month. Gasoline prices surged 9.1% in a single month, reigniting inflation across the board.

The market’s immediate reaction was to ramp up rate-hike expectations. Traders have already started betting that the Fed will raise rates several more times before the end of the year. As expectations for higher interest rates resurfaced, Treasury yields shot up, putting prices under pressure. Crude oil, meanwhile, is getting short-term support from energy prices themselves—but if rate hikes dampen demand expectations down the road, oil won’t be immune either.

Crypto reacted fastest, with BTC dropping straight below $81,000. Assets that are most sensitive to liquidity are the ones most vulnerable to the signal that “higher rates are here to stay.”

In short: If CPI doesn’t cool, rate-hike expectations won’t ease. If rate-hike expectations don’t ease, Treasuries take the first hit, crude holds up in the short term, and crypto gets hammered first. Next, it’s all about whether oil prices can stay elevated and what the Fed has to say.

The data is out, but sentiment is still pricing it in. This isn’t the time to guess which way things will go—it’s time to see who first accepts that “higher rates aren’t over.”

What do you think? Which will move first from here, oil or Treasuries? Will BTC keep sliding?

Big Cousin, that day can't be too far off now, can it!