禾火的掘金笔记

#币安神算子 第24天打卡，赛季还剩最后4天，11月16日就结束了。还没签到的先去活动页把今天的100积分锁了，别断签。

$BNB 昨晚跌得比大盘还狠，$XRP 也跟着回落，今晚21:30还有10月PPI要公布，波动估计小不了。行情越磨人越别乱动，签到打卡这种白捡的积分先拿稳再说。

Woke up to a world turned upside down: Jensen Huang resigns as NVIDIA CEO, Colette Kress takes over on an interim basis, and losses in U.S. chip stocks widen in after-hours trading.
What's bizarre is that tokenized NVIDIA shares, $NVDAB, are actually up 5.1%. Are crypto traders really brave enough to buy the dip, or are they betting the news will be reversed?
Things are even worse in crypto: $BTC is down 3.7% overnight to $71,298, and the Fear & Greed Index is down to just 24—fear everywhere.
Keep an eye on two things today: whether chip stocks can hold steady when the U.S. market opens, and whether BTC can defend the $70,000 level. If it breaks below, there could be plenty of room to fall. Volatility is extreme, so proceed with caution.
#JensenHuangResignsAsCEO_NVIDIAStrategyInFocus

U.S. stocks had barely opened when the overnight session took its first hit.

$NVDAB plunged 12.7% right away. The controversy surrounding Jensen Huang is still brewing, and news that the board is meeting to discuss his future has sent tokenized Nvidia shares reeling. Things aren't much better in crypto: $NEAR led major coins lower, down 10.63%, while AAVE followed with a 9.16% drop. BTC fell below 72,000, ETH is struggling to hold 2,000, and the Fear & Greed Index is down to just 25.

This is exactly what the overnight session fears most: sentiment turns sour when U.S. stocks open, crypto follows suit, and there's nobody stepping in to buy the dip. Tonight, keep an eye on two things: whether U.S. tech stocks can stabilize, and whether anyone is willing to buy the dip at NEAR's current level.

Volatility is extreme. Participate with caution. Don't chase short positions in a panic, and don't rush to buy the dip.

#JensenHuangAgainAccusedOfAnAffairWithSubordinate,MayBeRemovedByBoard

#NIGHT逆势领涨 Fear index at 26, the market is shivering, yet it bucked the trend with a 7.7% gain—$NIGHT is today’s top gainer among the 100 largest coins by market cap.

There are plenty of catalysts: the mainnet Ledger 9 upgrade just went live on November 6; Cardano founder Hoskinson gave it his public support; and Sig Network is bringing its privacy technology to Ethereum.

But don’t focus only on the rally: the 7-day RSI is 73, suggesting short-term overbought conditions; the Glacier Drop unlock won’t finish until December 4, so more supply is on the way. $0.05 was the early-October high; first, watch $0.04 below.

On the other hand, RAIN is down 14%, down 36.6% over 7 days, and has halved in 30 days, falling 81% from its high. It’s an Arbitrum options protocol, and there’s no single clear negative catalyst—it looks more like thin liquidity getting hit amid fear.

Volatility is extreme. Participate cautiously; don’t chase the rally or try to catch the bottom.

#Zcash falls below $1,000 for the first time since September

After climbing from a few dozen bucks to above $1,000, the privacy coin’s incredible run came crashing down today—$ZEC fell below $1,000 for the first time since September. A 3.5% drop over 24 hours may not look like much, but the pullback from its peak is already substantial. Those who bought in near the top are probably tallying their losses now.

The Fear & Greed Index is only at 26, and the market is already feeling timid. A coin like ZEC, which can double on the way up and fall just as sharply, is extremely volatile, so proceed with caution. The key $1,000 level has been lost. Next, we’ll see whether it can reclaim it; if not, it may have to look for support lower down.

Day 23 check-in. There are only 4 days left in the #币安神算子 season, which wraps up on November 16. If you’ve missed any check-ins before, don’t miss another one—head to the event page and check in to lock in today’s 100 points.

The market has been really grinding us down these past couple of days. After CPI came in higher than expected, an interest rate hike is pretty much inevitable. $ETH has been churning around near the lows, and $SOL hasn’t been doing much better. Times like these are exactly when you shouldn’t get carried away and make rash moves.

The season is nearly over, so try to collect as many points as you can. Checking in only takes a moment each day—don’t wait until the very last day to remember.

#CPI comes in hotter than expected, putting US stocks and BTC under renewed pressure
Woke up to another hotter-than-expected CPI reading. US stocks came under immediate pressure in overnight trading, while $BTC hovered around 74,000. The fear index fell to 26, and the market still hasn’t caught its breath.
The worst performer overnight was $PEPE, plunging 15.3% in one go. Meme coins really do fall without rhyme or reason. ZEC also dropped below $1,000 for the first time since September.
Today, keep an eye on two things: Can BTC hold 73,000? If not, watch 72,000. As for a dip-buying opportunity in a coin like PEPE after a drop like this, don’t rush in—the volatility is extreme. Approach with caution and wait for it to stabilize first.

The U.S. market is about to open, and something feels off tonight—
After CPI came in above expectations, bets on a December rate hike are heating up again. Strategy could also be dropped from the MSCI index, with up to $2.8 billion in passive selling hanging over it. Bitcoin is hovering around 73,500, the Fear & Greed Index is just 26, and the overnight market feels completely lifeless.
And yet one outlier is bucking the trend: $GRAM 24-hour gains of 10.79%, trading at $1.21, with a market cap of $3.45 billion—one of the top three gainers among the top 250 by market cap.
There’s no clear positive catalyst in sight. This kind of rally against the trend looks more like money seeking an outlet in a weak market—and what shoots up fast can fall just as hard. Volatility is extreme, so be cautious. Keep an eye on it overnight if you like, but don’t get carried away chasing the highs.
#StrategyCouldBeDroppedFromMSCIFacingUpTo$2.8BillionInSelling

The day after the CPI data came out, the broader market was still playing dead, and altcoins were the first to buckle.

BTC hovered around $74,000 all day, down 0.43%, looking unfazed; ETH was down 1.73%, which wasn’t too bad either. The real bloodbath was among altcoins—$UNI dropped 7.12% in a day to $6.45, down more than 10% over seven days and over 14% in a month; $PEPE also fell 6.35%. The top decliners were awash in red, with privacy coin ZEC down 14% in a day, breaking below $1,000.

UNI itself hasn’t really had any bad news behind this drop. On November 9, it had just brought v2, v3, and v4 to Elysium—a genuinely positive development—and it still fell. The problem isn’t the project; it’s the broader environment: October CPI rose 0.4% month over month, above the expected 0.3%, and core CPI also came in higher than expected at 0.3%. A December rate hike is now all but priced in by the market, and the Fear and Greed Index has fallen to 26, still in fear territory. The first to see money pulled out are tokens like UNI, a governance token, and PEPE, a meme coin—when prices rise, people tell stories; when they fall, these are the first to be sold.

The entire DeFi sector lost 4.5% of its market cap in a single day yesterday, leaving just $71.7 billion, while AAVE also fell more than 6%. Put simply, this isn’t about any one coin running into trouble; risk appetite is shrinking. The broader market is moving sideways, and liquidity is being pulled out of altcoins first.

A few things to watch next: Can BTC hold $74,000? If it does, altcoins may get some breathing room. The U.S. stock market’s reaction at tonight’s open—stocks are also under pressure after the CPI data. And UNI’s $6 level: it’s a psychological threshold, and losing it could further sour sentiment.

Volatility is extreme, so participate with caution. In this kind of market, altcoins fall fast, and plenty of people try to buy the dip—but until the direction becomes clearer, don’t be too quick to act.

#CPI Preview: December Rate Outlook Faces a Crucial Test
One coin gave back 20% just two days after hitting an all-time high, while the other bucked the market downturn and surged 10%. These two wild coins followed completely different scripts today.

$PIEVERSE had just touched an all-time high of $2.23 two days ago, but plunged to around $1.72 today, down 18.5% in 24 hours, with $64 million in trading volume. There’s no major project-related bad news—just profit-taking combined with market jitters on the eve of the CPI report, which sent the Fear & Greed Index down to 27. Another 33.4 million tokens are set to unlock on November 14, worth about 10% of its market cap, so selling pressure isn’t over yet. First watch $1.70 below; if that breaks, $1.44 is next.

$LIT went the other way, rising 9.4% to $3.45 on nearly $100 million in trading volume. Sygnum Bank added LIT to its institutional offering on Monday; $4.11 million worth was bought back and burned in October, up 54% month over month, and a CFTC license application is planned for November. Watch $3.99 above and $3.00 below. Only a quarter of the total supply is in circulation, with another unlock on December 29, so don’t get carried away chasing the rally.

Sentiment can shift in an instant on the eve of the CPI report. Both coins are highly volatile, so proceed with caution.

#Crypto market sees $1.16 billion in liquidations in 24 hours

$1.16 billion—wiped out in liquidations across the market in just 24 hours.

The broader market fell across the board this morning: Bitcoin dropped to $73,536, Ethereum fell 2.85%, $SOL dropped 3.69%, and the Fear Index sank to just 26. Even the privacy coins that surged the most over the past couple of days gave back nearly 12% in a single day.

But there was an outlier among the top gainers: $ICP rose 6.9% against the trend, ranking fourth among the top 250. In this weak market, investors are clearly looking for assets that are holding up relatively well.

At midday, neither bulls nor bears should get carried away. Volatility is extremely high, so participate with caution.

Day 22 check-in—the Oracle season has just 5 days left. Last night’s CPI came in higher than expected, making a December rate hike all but certain. $BTC is still hovering around 73,000, and $ETH is moving along with it. In times like these, don’t get carried away and make wild guesses about the direction. Head to the events page and check in to lock in those 100 points—don’t wait until the last few days to remember. Points can expire while you’re busy saving them up. The whole point of checking in is to show up every day. Just tap in each day for the remaining days, and when the season ends, at least you won’t have any regrets. #BinanceOracle

Woke up to $BTC down another 2%, hovering around $73,500—that’s five straight weeks of losses. ETH has also slipped to $2,049, while SOL is down 3.5%. Last night’s CPI came in hotter than expected, putting pressure on both U.S. stocks and crypto. Liquidations across the market hit $1.16 billion in 24 hours, and the Fear & Greed Index is down to just 26. It’s fear everywhere you look.

The biggest standout is $ZEC: down 10% in a day to $1,046. It’s falling just as hard as it rose—volatility is extreme, so be cautious.

Two levels to watch today: can $BTC hold $73,000? If it breaks, $70,000 is next. For ETH, $2,000 is the psychological threshold. ETFs have seen net outflows of $201 million for three straight days. Until money starts flowing back in, don’t rush to buy the dip.

#BitcoinDownForFiveStraightWeeks

CPI came in hotter than expected: October rose 0.4% month over month, while core CPI climbed 0.3%—both figures blew past forecasts. A December rate hike is now all but locked in, and U.S. stocks took an early punch at the open. The overnight session was even worse: $1.16 billion was liquidated across the crypto market in the past 24 hours. $QNT plunged 9.21% in a day, while $XMR fell 8.09%; the two accounted for two of the top five losses. BTC has now fallen for five straight weeks. Tonight, all eyes are on whether the U.S. market open offers any breathing room—volatility is extreme, so trade cautiously and don’t become tonight’s exit liquidity.
#CryptoMarketLiquidationsReach$1.16BIn24Hours

The broader market is falling, but this one is up 31%—and no one can explain why. $PIEVERSE is holding its ground today.

Up 31% in 24 hours and more than 70% in a week, trading volume has quadrupled to $160 million. The price touched $2.10, just a step away from its all-time high of $2.23. The key point: after combing through the news, there isn’t a single convincing bullish catalyst. This rally seems to be driven purely by buying pressure.

But there’s a sword hanging overhead: on November 14, the team’s and investors’ 12-month lockup expires. At least 33 million tokens—and as many as 86 million—will be unlocked in the first tranche, worth tens of millions of dollars at current prices. That would increase the circulating supply by nearly 30% all at once. The sharper the rally, the greater the uncertainty over whether the unlock will trigger a sell-off.

Key levels: Hold above $2.23, and the new-high story is on. Fall below $1.40, and this rally has run out of steam. Volatility is extreme, so proceed with caution—and don’t chase the price just because it’s rising.

#MemeCoinMoves

On one side, the NYSE announced it will use Avalanche to settle tokenized stocks, and $AVAX surged 6.8% in a single day, climbing above 8.56. On the other, the leading privacy coin $ZEC , which had been riding high just a few days ago, plunged 6.2%, falling back to around 1156.

Same market, two very different stories. Coins driven by news rise fast, but they can also pull back sharply—ZEC’s latest move is a textbook spike and drop, and anyone who bought at the top probably isn’t feeling great right now.

The Fear and Greed Index is at 28, still in fear territory, showing that people are still on edge. In this kind of market, strong coins backed by news and coins pumped purely by sentiment follow completely different paths. Volatility is extreme, so participate cautiously and don’t get carried away chasing highs.

#NYSEToUseAvalancheForTokenizedStockSettlement

Day 21 check-in. #币安神算子 There are only 6 days left in the season, so don’t break your streak. Head to the event page and check in to lock in 100 points—it only takes a moment, so don’t put it off until tonight. $XRP has been tracking the broader market over the past two days, and $DOGE has been moving sideways too. Things will probably stay that way until the CPI report comes out at 21:30 tonight. If you’re unsure, don’t make any rash moves. Wait for the data to come out and then see.

The Nasdaq fell 3.4% over the week, with AI chip stocks leading the sell-off. And over at Nvidia, news broke that Jensen Huang had apologized and launched an independent investigation—the U.S. stock market’s overnight session was quite a spectacle.

The crypto market, by contrast, was surprisingly steady: $BTC was still hovering around $75,100, up just 0.24% in 24 hours, while $ETH was slightly down at $2,126, a drop of 0.52%. The Fear & Greed Index has returned to the “Fear” zone, but the market hasn’t fallen apart—which suggests everyone is waiting for something.

Today’s key event is the October CPI report. Once the data comes out tonight, the question of whether rates will be raised in December should be largely settled. After last week’s stronger-than-expected nonfarm payrolls report, the market-implied odds of a rate hike have jumped to nearly 80%. If CPI also comes in above expectations, it’s hard to say whether $BTC can hold the $75,000 level; if it comes in below expectations, a week’s worth of short covering could happen fast.

Today to watch: the CPI release, $BTC support at $75,000, and $ETH at the $2,100 level. Volatility could be extreme around the data release, so participate with caution.

#CPIPreview, December Rate Outlook Faces a Crucial Test