JW91627

#沃什推动缩减前瞻指引和点阵图

#BTC is repeatedly testing 80,200. If this level doesn’t hold, the price could move into the 70,000s; resistance is at 81,766. If you go long, be sure to use a stop-loss. I’ve taken partial profits on my short position, and I still haven’t seen any clear signs of a bottom.

(When the market truly wants to go up, it often first creates a drop and sweeps out the lows. It seems that may be what’s developing now. But the price stalling around 80,800 is not a good sign, and this isn’t a suitable spot to enter.)

#BTC跌破8.1万美元 💵$BTC

Bull markets are born in pessimism, grow amid skepticism, mature in optimism, and die in euphoria. Buy when pessimism is at its worst; sell when optimism is at its peak. — Sir John Templeton

01 Templeton
“The father of global investing” and “the greatest contrarian investor.” In 1939, amid World War II and the Great Depression, U.S. stocks plunged nearly 50%. At 27, he borrowed $10,000 and bought 104 stocks trading below $1 each. Four years later, they were worth $40,000. From 1954 to 1992, his fund returned about 14.5% annually. He didn’t buy the “best” stocks, but a basket of those “nobody wanted,” betting on a return to the mean.

02 The core: Invest when pessimism is extreme
Buy when pessimism is at its worst. In a panic, investors sell without regard for value, leaving stock prices systematically undervalued. Don’t ask where the outlook is best; ask where pessimism is greatest. But pessimism ≠ cheap, and cheap ≠ worth buying.

03 The key: Judge how serious the problem is
A sell-off caused by a temporary problem can be a buying opportunity; permanent destruction of value is a trap. If Jordan is having an off day, you can wait; if he has a broken bone, you can’t. Telling temporary problems from permanent ones takes fundamental analysis, not courage.

04 The trap: Contrarian investing ≠ catching a falling knife
Templeton also bought stocks that were “cheap but mediocre.” His safeguards were extreme diversification and a very long holding period. A stock that falls 50% can still fall 80%, so buy in stages, diversify, and consider the fundamentals. Buy value that can survive and recover—not “cheapness” for its own sake.

In summary: The other half of contrarian investing isn’t courage—it’s doing your homework.

🚨Explosive news $BNB
When my cousin returns, #BNB will take off—just be patient!

Negative factors for Korean stocks are piling up, and foreign investors continue to sell leading semiconductor companies. ChangXin’s breakthrough in 4F² DRAM technology is putting pressure on the valuations of Korean memory-chip makers. Samsung fell more than 7% in a single day, while SK Hynix dropped more than 8%.
The KOSPI is highly dependent on semiconductors and has a high proportion of foreign investors. If the Nasdaq weakens, the risk of a correction in Korean stocks will increase.
Note: This is market analysis only and does not constitute investment advice.#韩国股市
@Binance Earn Official @Binance BiBi

Visa’s China clearing business gets approval: it has received “preparatory status,” not a formal license.

· On October 13, 2026, the People’s Bank of China approved Visa Information Technology (Beijing) Co., Ltd. to prepare to establish a bank card clearing institution.
· It must complete preparations within one year and then apply to begin operations. It may be issued a license only after approval by the People’s Bank of China and the National Financial Regulatory Administration.
· Until then, Visa cannot issue domestic RMB cards or conduct RMB clearing.
· In the short term, it will still be “difficult to get a foreign card, with high fees”; based on the roughly 19 months for American Express and 45 months for Mastercard, Visa’s RMB cards are unlikely to arrive before around 2028 at the earliest.
· China already has three players: China UnionPay, American Express, and Mastercard NUCC. If Visa gets a license, competition will expand to four players, though UnionPay will remain the dominant player.

In a nutshell: The outlook is positive, but the timeline needs to be extended. #visa

Central banks around the world are raising rates in lockstep: the U.S. Federal Reserve, Europe, Japan, India—no one is sitting it out.
China’s central bank is the only one injecting liquidity.

It injected 700 billion today, for a net injection of 200 billion;
on October 8, it injected 1.2 trillion, also for a net injection of just 200 billion.
Twice in ten days, for a total net injection of 400 billion.

Why is China’s central bank going against the global trend?

Because in 2025, China’s CPI was 0, and its PPI fell 2.6%.
Others are fighting inflation; China is fighting deflation.

The latest data for September 2026:
CPI: +0.9%;
PPI: +5.0%, the highest since July 2022.
Non-ferrous metals: +21.4%, coal: +35.3%, oil: +24.5%.

Deflation is no longer the problem.
The problem is that the central bank is still injecting liquidity—
just as an old illness has only begun to heal, you can’t stop the medicine all at once.

China’s central bank really is an exceptionally attentive super-nanny. #RateHikes

One CPI report was enough to send BTC tumbling. Could things get even worse?

If Trump takes military action against Iran after the midterms, while the Houthis and Saudi Arabia remain locked in conflict, could oil prices skyrocket?

BTC has historically struggled to avoid steep drops in midterm election years. Could this time be different? Whales are accumulating, and ETFs and BlackRock have made occasional buys, but the macro backdrop is genuinely unfavorable for BTC.

Yields on 10- and 30-year U.S. Treasuries are nearing 5.5%, putting non-yielding assets under pressure to reprice. U.S. stock indexes are being propped up by giants like Microsoft, Apple, and META; beneath the inflated surface, a large number of individual stocks have already been battered.

A December rate hike is all but certain. If U.S. stocks also falter and plunge across the board, the risk will spill over to BTC, which won't be able to escape unscathed. When the nest falls, no egg remains intact.

So I'm leaning bearish ahead of the rate hike. Only after the midterms and rate hike are behind us, the macro picture clears, and the bad news is fully priced in might BTC truly turn around.

Before the December rate hike, Bitcoin's bull market is likely to make a comeback. Do you think that's a good thing or a bad thing?

(For copy-editing purposes only; this is not investment advice.)#btc @Binance Earn Official @Binance BiBi

Whenever there’s even the slightest stir in the market, money in U.S. stocks flows back into Apple and Google, flocking together for safety, right? #$AAPLB

#以太坊跌破2500美元
#📊 Capital flows shift sharply | BTC ETF net inflows reverse

After a prolonged “bleeding” period, ETF flows have seen a key reversal.

🔹 Fidelity FBTC
• 9/28–10/12: Cumulative net outflows of -$548.2 million
• 10/08: -$197.1 million in a single day, with sentiment hitting rock bottom
• 10/13: +$103.1 million, the largest single-day inflow since 9/23

🔹 Total reported U.S. spot BTC ETF flows
• 10/13: +$109.8 million (IBIT not included; final figure pending update)
• 10/07: -$484.9 million

Tentative return of capital, alongside a brewing BTC short-squeeze setup:
The first liquidation zone is at 84K–85K, with liquidity gathering again. A reversal could come faster than expected.

But a single day of inflows ≠ a trend reversal; sustained inflows are what matter.

Follow me for close watch on ETF flows and market structure.@Binance BiBi @Binance Earn Official