TomCat1688

#amd超预期大涨，ai叙事延续？

The key numbers in AMD’s earnings report all beat expectations. Q3 revenue was $13.38 billion, up 45% year over year, versus market expectations of $13.09 billion. Non-GAAP EPS was $2.09, compared with expectations of $1.95. Data center revenue was $8.5 billion, up 97% year over year and accounting for 64% of total revenue, compared with just 47% in the same quarter last year.

The Q4 outlook is even more important. AMD forecast revenue of $17 billion, up 66% year over year, versus market expectations of $16.2 billion. Data center revenue is set to rise another 50% quarter over quarter, and data center AI revenue will exceed server CPU revenue for the first time in Q4. For 2027, the company expects revenue to grow by more than 80%, with data centers accounting for over 80% of it. Server revenue will double, while data center AI will grow even faster.

The stock’s reaction, however, wasn’t euphoric. Before the earnings report, AMD fell for three straight days, retreating more than 20% from its 52-week high of $658. It briefly rose 8% after hours, looking more like a catch-up rally. The gross margin forecast of 55% was slightly below the market’s 55.3% expectation. Non-GAAP earnings of $2.09 look strong, but GAAP earnings were only $1.46, due to $1.1 billion in non-cash expenses related to the OpenAI agreement.

Meanwhile, PCs and gaming are still a drag. Client and gaming revenue was $3.7 billion, down 8% year over year, with gaming down 40%. The company expects PC shipments to decline by double digits in 2027, while rising memory prices continue to put pressure on costs.

So the AI narrative is still intact, but the test has changed. For the past two years, the market has been asking whether AI demand exists. Now it’s asking who can deliver the goods. AMD has secured the position of second supplier, with Meta, Microsoft, Anthropic, OpenAI, and Oracle all starting to deploy Helios racks, and MI500 on the way. The key from here is execution. Can AMD deliver on its Q4 target of $17 billion, and can supply keep up in 2027?

#币安神算子
This isn't working. The prediction guru still hasn't made the leaderboard, so I can only go all in on the TES vs. IG match.
Whether I make a profit depends on this one.

#币安每小时充值量已超过提现量

Binance said on X today that, by 3 p.m., hourly deposits had exceeded withdrawals. DefiLlama’s data gives a fuller picture: over the past 24 hours, Binance had net inflows of $2.3 billion, the highest among centralized exchanges; Bitfinex had net inflows of $280 million, and Bitget had net inflows of $127 million.

The significance of this statement lies in what happened the day before. On Monday, Binance still had net outflows of $7 billion, while OKX saw net inflows of $445 million that day. In just two days, the flow of funds reversed.
The timing also lines up. Binance suspended withdrawals on Friday, resumed the first batch at 6 a.m. UTC on Sunday, opened some fiat withdrawals on Monday, and began the second batch at 4 p.m. today. As withdrawals were restored in batches, outflows slowed at the same time, allowing deposits to catch up.

But one day’s data doesn’t tell us much. Net inflows of $2.3 billion compare with net outflows of $7 billion the previous day—just a third of that amount. Hourly deposits exceeding withdrawals only show that the most panicked wave has passed; they don’t mean the funds have returned.

The shortfall hasn’t been fully covered. 95% of it has been made up; the remaining 5% consists of illiquid tokens that are still being bought gradually over the counter. Half of SAFU has been moved: the BTC in its wallet fell from 15,000 to 7,500, worth $583 million. The official statement didn’t say when it would be replenished. Wednesday’s proof of reserves will cover more tokens, and that table matters more than today’s inflow data.

Market prices haven’t caught up either. $BTC is now at $77,057, down 1.1% over 24 hours; $ETH is at $2,266, and $BNB is at $697. Funds stabilize first, prices later—that’s the normal order.

This person is a complete fucking asshole
Taking revenge on society—they don't even spare the lowliest food delivery guys

Before anyone even learned her name, her type had already gone viral across the internet.

She’s really become famous now.

Lots of people can’t name her,
but they all know what kind of person she’s into…

He’s said to be worth $8.5 billion, yet has to scrape together $140 million in USDT?

The details of Justin Sun’s funding trail have been laid bare.

First, he collateralized 580 million TRX to mint 60 million USDD on the TRON network—a move critics mocked as creating worthless tokens.

Then he took it to the official redemption pool and swapped it for 60 million USDT.

Adding that to what he’d swapped earlier, he ended up with 140 million USDT in total, all of which went into a Binance investment product offering 10% returns.

The collateral was his own TRX, and the tokens he minted were his own USDD.

With an $8.5 billion net worth, this convoluted fundraising process is why some say he’s already struggling on the brink of bankruptcy.

#币安将恢复更多资产提现

Binance will begin the second batch of withdrawals at 4:00 on November 3, with more assets to be made available gradually. The first batch started at 6:00 on November 1, initially opening $BTC . By 12:30, 15 networks were already available.

The second batch covers BSC, Ethereum, Solana, XRP Ledger, Sui, Arbitrum, Optimism, Tron, and Base. They are being prioritized based on user demand over the past week, with each batch opened as soon as its security checks and preparations are complete.

In the $6.3 billion theft on October 30, the FBI pointed the finger at North Korea, which denied responsibility. Binance suspended withdrawals, replenished assets, and conducted security checks. When the first batch of withdrawals resumed, the exchange warned users that there could be congestion and delays.

Data cited by Cointelegraph shows that Binance saw net outflows of about $7 billion over the past 24 hours, while OKX recorded net inflows of $445 million over the same period. Binance holds about $171 billion in user assets, so $7 billion represents roughly 4%—not fatal, but not a good sign.

To make up for the shortfall caused by the stolen assets, Binance tapped its SAFU fund. On October 31, it transferred out 7,499 BTC, bringing the wallet balance down from about 15,000 BTC to 7,500 BTC, worth $583 million. SAFU's rules state that it will be replenished to $1 billion if its market value falls below $800 million, but after this withdrawal, the exchange did not say when it would be replenished. It has already covered 95% of the shortfall; the remaining 5% consists of illiquid tokens that are still being bought gradually over the counter.

The proof of reserves is also being updated. The October 31 snapshot covered 10 tokens, including BTC, ETH, and USDT, each backed at a ratio of at least 1:1. Users can now verify this for themselves. Another snapshot will be taken on Wednesday, covering more tokens, and generating the proof will take another 40 to 50 hours.

The market's reaction has been muted. BTC is currently at $76,837, down 2.1% over 24 hours; ETH is at $2,253, and BNB at $697. The broader market is also falling, and the resumption of withdrawals has not reversed the weakness, suggesting that people care more about whether the funds have actually returned.

The second batch of withdrawals addresses the issue of receiving funds. Rebuilding trust depends on two things: proof of reserves and whether net outflows narrow over the coming week. If Wednesday's snapshot covers most assets and outflows slow, then this wave of withdrawals may be over. If the proof still covers only 10 tokens, or outflows continue to accelerate, the resumption of withdrawals will merely have pushed the problem further down the road.

#美国中期选举倒计时，美股博弈窗口已开启？

Voting takes place today in the U.S. midterm elections. All 435 seats in the House are up for election, along with 33 Senate seats and two special elections. Republicans currently hold the Senate by 53 to 47 and the House by 218 to 212. Democrats need to gain a net four Senate seats and three House seats to take control.

This is the first midterm election of Trump's second term. Markets are watching three levers: taxes, tariffs, and regulation.

The broad direction of tax policy is already written into law and cannot be changed by the midterms. Even if Democrats win both chambers, they are unlikely to overcome a presidential veto. What could really change is the 2027 budget and any new tax-cut proposals. A Republican sweep would raise the odds of additional tax cuts; a divided Congress would leave the current provisions as they are.

The president and the courts hold the tariff lever. If Democrats win the Senate, tariffs will not disappear overnight, but uncertainty will increase, putting pressure on importers and retailers first. If Republicans hold Congress, the tariff agenda will continue, benefiting domestic producers and small-cap stocks.

Regulation is the most direct area of impact. Legislation on crypto market structure is still advancing, while the stablecoin bill has already been enacted. If Republicans hold the Senate, the odds of the legislation passing are high; if Democrats take the Senate, it will likely be held up. For stocks, a divided Congress means less new regulation, which markets generally like.

For U.S. stocks, a divided Congress means earnings and liquidity will be in focus, with indices likely to fluctuate while trending upward. A Republican sweep would benefit small caps, energy, and financials, while putting pressure on import-dependent retailers. A Democratic sweep could trigger an initial valuation sell-off, but healthcare and clean energy may offer opportunities in select areas.

For crypto, the election will mainly affect regulation. BTC will still depend on the Fed and ETF flows, while altcoins will hinge on progress with the market structure bill. A divided Congress means the bill will continue to be delayed, leaving altcoins without a systemic catalyst.

Reduce leverage and keep cash on hand before the results come in; don't bet on any single outcome. Keep core holdings in BTC and stocks with stable cash flows, and avoid tariff-sensitive importers and retailers for now. Once the results are final, add positions according to the scenario. Don't chase rallies or sell off in panic on election night.

#苹果财报喜忧参半

Apple’s earnings report was a win on the numbers. Q4 revenue was $114.5 billion, up 12% year over year, beating the market’s expectation of $113.35 billion. EPS was $2.10, versus expectations of $1.99. iPhone revenue was $57.58 billion, up 17.5%—a September-quarter record. Mac was also up 23.7%.

The stock fell nearly 3% after hours, with pressure coming from the outlook for next quarter. Apple forecast revenue growth of 7% to 10% for the coming quarter, slower than this quarter’s 12%. It guided to a gross margin of 45% to 46%, compared with 47.9% this quarter; one percentage point of that came from tariff refunds. The company also forecast Services revenue growth of 8% to 9%, below this quarter’s 9.8%.

Revenue in Greater China was $17.54 billion, up 21% year over year, but still short of analysts’ expectations. iPad revenue fell 10.4%, and wearables fell 7.9%.

One more detail: inventory rose from $5.7 billion to $14.5 billion, up 154% year over year. Apple is stockpiling memory in anticipation of price increases. That can lock in some costs, but it can’t prevent margins from declining.

So the good news in this report is hardware; the concerns are margins and growth.

The market is focused on next quarter.

#比特币连续7周收于50周均线上方
$BTC 7 consecutive weekly closes above the 50-week moving average
Last week closed at 78341, 3.4% above the moving average

Looking at the 7 weekly candles, prices are moving down. The week of September 28 closed at 86518, followed by 83761, 82111, 80155, and 78341—four consecutive lower closes

The gap above the moving average also narrowed from 11.3% to 3.4%

The moving average itself is also trending down. It was 80372 eight weeks ago, 77767 four weeks ago, and 75772 last week.
So this record looks more like both the price and the moving average moving down, with the price not yet falling below the average. The current price is 77993, still 2.9% above the 50-week line. A weekly close below the moving average would end the 7-week streak.

$ETH surged to $2,317.74 over the past 24 hours, briefly breaking above $2,300, before returning to $2,289. The 24-hour low was $2,248.53, leaving gains at just 0.77%.
This rebound coincided with a broader market recovery. Binance resumed withdrawals, $BTC returned to around $78,300, and ETH also climbed from its lows.

ETH continues to face headwinds. Ethereum ETFs saw net outflows of more than $1 billion in October, and the money has not returned. The Hoodi testnet for the Glamsterdam upgrade was delayed due to security issues, and the mainnet launch date remains undetermined.

Institutional activity is providing support. JPMorgan brought JPM Coin to Ethereum to settle transactions for institutional clients. This kind of demand will not directly drive prices higher, but it will strengthen Ethereum's position as a settlement layer.

$2,300 is an important psychological threshold. To hold above it, we need to see ETFs turn to net inflows or the upgrade timeline be finalized. Neither has happened yet, so a pullback after the surge is not surprising.

#以太坊突破2300美元

Intel is still worth buying at this price; just sit tight and wait for the gains.

Applications for crypto licenses in Brazil closed on October 30. Public figures show that around 40 institutions submitted applications or are in the process of applying. The market had previously expected 150 to 200.

The actual number fell far short. The most obvious barrier is the required registered capital: 10.8 million to 37.2 million reais. More demanding still, from the day they submit an application, institutions must report the custody status of every client to the central bank daily, submit proof of reserves every month, provide three years of audited financial statements, and have an anti-money laundering process that can pass an audit. After doing the math, smaller platforms realized they couldn’t afford to meet these requirements.

The list of applicants includes Binance, OKX, Coinbase, Ripple, Nubank, and Brazil’s stock exchange, B3. Meanwhile, Bitso ended its direct-to-consumer retail business in Brazil, with Mercado Bitcoin taking over; Uphold withdrew entirely.

Brazil’s market is substantial. In 2025, Brazilians reported 505.5 billion reais in crypto transactions to the tax authority, up 21.5% year over year, with stablecoins accounting for about two-thirds.

Brazil ranked first in Chainalysis’s 2026 Global Adoption Index.

This round of applications is therefore more like a screening process. Only institutions that can meet the capital, audit, and daily custody reporting requirements can move on to the next stage; those that can’t will withdraw or become distribution channels for licensed institutions. Over the next two years, Brazil’s central bank will review applications one by one. If approvals are slow, users will first notice that fewer platforms are available.

#巴西虚拟资产牌照约40家机构申请

#币安已处理46.5亿美元提款

Binance began gradually restoring withdrawals yesterday and has processed $4.65 billion so far.
Binance holds around $171 billion in user assets. The $4.65 billion accounts for 2.7%, which doesn’t seem like much on its own. DefiLlama’s data gives a clearer picture: net outflows over the past 24 hours totaled $5.8 billion. The most-withdrawn assets were USDT, followed by USDC and $BTC .

Three days ago, $6.3 billion was stolen in a crypto hack, which the FBI attributed to North Korea. Binance says it has covered 95% of the shortfall. The remaining 5% consists of illiquid tokens outside the top ten, which it is still gradually buying through over-the-counter channels. The balances of BTC, ETH, USDT, $BNB , SOL, USDC, XRP, USD1, RLUSD, and $ZEC are all fully backed, and the PoR snapshot is available to check.

Withdrawals have resumed at a decent pace. BTC withdrawals resumed first at 6:00 UTC, and by 12:30 UTC, 15 networks had resumed, including ETH, Solana, Tron, Base, and Arbitrum.
The successful withdrawal of $4.65 billion shows that Binance has enough funds to meet withdrawals. The $5.8 billion in net outflows shows that many people are still choosing to withdraw their funds first.

The remaining 5% shortfall and the next PoR report will determine whether this wave of withdrawals is over.

#币安神算子

I give up—TL is so damn bad.
This year's number one seed is cursed.

#币安神算子
You damn fortune-teller, how many points do you need to make the leaderboard? This is tough.

Feels like G2 could pull off an ambush—they're perennial runners-up 😂😂

Korea's really getting taken for a ride by the Americans over and over, bro.

The KOSPI closed at 5730.74 today, down 3.48%. It stayed above 6000 for just one day.

On October 28, it had just surged 6.63% to close at 6012, driven by SK Hynix's better-than-expected earnings report. The next day, it fell back below 6000, and today it continued lower, hitting an intraday low of 5599.42. Just after 10 a.m., the Korea Exchange triggered a sell-side sidecar, temporarily suspending programmatic sell orders.

The trigger came from U.S. stocks. Alphabet's third-quarter revenue was $127.58 billion, up 25% year over year, but still below expectations, and its share price fell more than 12%. The Nasdaq dropped 1.38%, and the Philadelphia Semiconductor Index fell 1.4%. Samsung Electronics fell 3.02%, while SK Hynix dropped 7.08%. Hyundai Motor lowered its annual sales target, and its share price fell 3.59%; Kia dropped 11.73%.

Foreign investors were net sellers to the tune of 1.62 trillion won today, while institutions and individuals were net buyers of 742.5 billion and 621 billion won, respectively. Despite the index's steep decline, the won actually strengthened, to 1334.3.
Looking ahead, the KOSPI is still up 39.5% over the past year, but it has fallen 17.8% over the past month and is nearly 40% below its June peak of 9385.

6000 is just a round-number threshold. The earnings of memory-chip makers pushed the index up, and those same chip stocks are dragging it back down. Whether money keeps flowing into AI is what will determine where the index goes next.

#kospi下跌3.53%重回6000点下方

Wasn't $INTC the one that got hacked? Intel plunged 25% before the market opened, wiping out $120 billion in value. The entire BNB market cap is only $93 billion.

This earnings report was okay, but Intel itself isn't confident about next quarter and thinks things may be iffy.

If even you’re scared, everyone’s obviously going to run.

$NVDA is just as bad.

Feels oversold. Buy one lot and make enough for a pork trotter rice meal.

During the hour Binance’s hot wallet was hacked, an almost textbook arbitrage window opened on-chain

The hackers had a huge amount of USDT and were probably worried Tether would freeze it, so they rushed to swap it for ETH on DEXs. Binance had also suspended withdrawals, so the cheap ETH on exchanges couldn’t be moved on-chain. On Uniswap, $ETH was bought at prices between 2,560 and 2,750 from 4:40 to 5:40, with some trades above 3,000.

Aave’s quoted price didn’t move with it. It uses the Chainlink oracle, whose prices follow exchanges, and stayed between 2,250 and 2,290 the whole time. The on-chain price was 15% to 30% higher than that quote, and the spread persisted for an hour. There was nothing wrong with Aave’s contracts; the price feed it relied on was slow to react.

Some traders took advantage of the spread. They deposited USDC into Aave as collateral, borrowed ETH at 2,280, and immediately sold it on DEXs for over 2,600, then deposited the proceeds in U back in to keep borrowing. Once prices fell, they bought back ETH to repay the loans.

The top address sold 12,289 ETH at an average price of 2,580, then bought back 12,314 ETH at an average price of 2,297, making about $3.47 million. It had deposited $37 million in USDC on Aave before the incident, entered the trade 24 minutes after it began, sold in 18 batches, and had mostly closed its position within two hours. The top ten made about $6.36 million combined.

The profits came from a lag between price feeds. The spot price on-chain kept moving, while the oracle was still reading stale exchange prices. A spread that would normally be arbitraged away in seconds can persist for a full hour when exchanges are down.

The window was short, too. After 5:30, the spread had narrowed to just 3% to 5%. Aave then froze its V3 market on mainnet, so those who arrived late couldn’t even borrow.

Well, they’re not even pretending anymore.

North Korea has directly claimed responsibility for this Binance security incident.

Is General Kim short on cash for another Maybach?

#币安安全事件