泰国熊猫超市

潘渡 SOL ETF 明天（10月13日）在香港上市，我更在意它的费用表。

官网写的管理费每年0.6%，预计持续性费用1.6%。1.6%已经包含管理费，不用再加一次；这还是估算，实际比率可能不同。

基金直接持有SOL，但不参与质押，也就没有这部分质押回报。

不用自己折腾钱包，确实方便。不过光盯着0.6%看，账就少算了一截。券商佣金、买卖价差，也还在这张账单之外。

Damn, weighing it could be another way to check for counterfeits.

I just saw a chart of hardware wallet weights put together by Alex (@0xSchnitzel). People have been wondering how to take devices apart and inspect them, but this idea is pretty straightforward: just put it on a scale first.

If extra boards or cables have been added inside, the weight might be different. But you shouldn’t treat “it weighs the same” as proof that it’s safe, or assume it’s fake just because the weight is off.

A quick shout-out to the OneKey team: could you compile the weights of each model without accessories and publish an official chart? Ideally, it would also spell out differences between production batches, acceptable tolerances, and which accessories to remove before weighing. Otherwise, comparing your device against a rounded figure could just make ordinary users more and more anxious.

I hope other hardware wallet makers follow suit and publish official weight specifications. It’s always good to have one more check that anyone can do, but it can only help with screening—it’s no substitute for verifying the device’s authenticity.

I always thought that with a curved screen like this, taking apart a Ledger Stax and putting it back together would surely mean wrecking the screen first.

After all, the screen even curves around the side of the device. I figured that if someone really took it apart, they’d inevitably leave some obvious marks.

Well, imagine my surprise: in the photos Dafang just posted, which appear to show tampering, the Stax has been taken apart too—and the images even point out what look like an added board and antenna.

This is what surprised me most: I was still wondering, “Surely this screen is hard to remove,” while someone had already posted pictures of the device taken apart.

As for how it was taken apart, or how well it can be put back together without leaving a trace, it’s hard to say based on just these few photos. But I really did think the curved screen would make it at least a little harder to tamper with… Guess I was oversimplifying things.

Original post:
https://x.com/dafangbigfang/status/2109432124935897567

You can’t tell whether ETF inflows have returned just by looking at the rebound.

- Last week, U.S. spot Bitcoin ETFs saw combined net outflows of $678.9 million. Adding up the daily figures, the weekly total was still negative. (Farside Investors)
- On Friday, flows turned positive, with $21.1 million in net inflows. A single-day return to inflows can coexist with net outflows for the week. (Farside Investors)
- CoinDesk reported this morning that Bitcoin had climbed back above $84,000. That was the price at the time of reporting; for the current futures price, see the snapshot below. (CoinDesk)

My take: The return to inflows on a single day is worth watching, but it isn’t enough to prove that the weekly fund-flow trend has reversed. Net ETF creations and redemptions reflect flows in this category of products only, and shouldn’t be treated as the sole reason for a price rebound.

Binance futures (as of 14:17 Beijing time)
BTCUSDT perpetual
Price: 83739.9 USDT; 24h change: 0.902%
24h range: 82916.7–84250 USDT
30-day range: 74909.4–87385.1 USDT (last 30 daily candles, including today)
Open interest: 94050.578 BTC
Long/short account ratio: 1.3425 (5-minute basis)
Funding rate: 0.000089% (latest value from the API)

Scenario 1: Moves above 84300; watch whether it can stay above that level.
Scenario 2: Falls back below 82900; watch whether the lower end of the range remains under pressure.
These are scenarios to watch; the levels are rounded from the 24h high and low.

The long/short account ratio is based on the number of accounts, not the amount of capital. Open interest is just a snapshot and cannot, by itself, establish that positions are increasing. More ETF data from subsequent trading days will be needed to judge whether the improvement in flows can last.

What do you think is more worth watching next: sustained ETF inflows, or how price reacts at the boundaries of the range?
#比特币 #ETF $BTC

📋 $KAIA has broken below the 0.05 level. Current price: 0.05, 24h: -6.37%, 3 days since the last update
A break below is just a signal. Whether the previous low can hold will determine if the downtrend continues.

Market Radar alert: $W plunged 7.42% within 1 hour, with 24h trading volume of 31.93 million.
Don't chase this kind of volatility with money you can't afford to lose.

#W

Playing devil’s advocate: Wormhole (W) is up over 61% in 24 hours, currently at $0.02842.
Most people see this as good news, but I can’t help wondering: has this already been quietly priced in? It’s not uncommon for a token to open higher and then fall on the day good news breaks.
$BTC 24h: +0.85%. When good news fails to lift the price and bad news gets no reaction, that alone is a signal.

“Zhan Jun discusses Manchester City’s 3–0 win over Liverpool” is trending. Related asset: Football Fan Token → $CHZ .
There’s a big difference between buzz that’s just taking off and hype that’s already overheated. Vote in the comments: up or down?

Data only shows the current situation; you still have to draw your own conclusions.
For example, this item here: Binance will support dividend payments for Micron through bStocks, $BNB 24h +0.86%, trading volume 41.09 million.
The news is neutral. How the price moves still depends on the broader market’s momentum.

“ETH has stronger near-term buying demand: Binance perpetual buy orders total $43.6509 million, $42,600 more than sell orders.”
Here are the key questions everyone is most concerned about, all in one place—
Q1: Is this bullish or bearish?
A: Fairly neutral; treat it as background information.
Q2: Will it be reflected in the price immediately?
A: Not necessarily. There’s often a time lag between news and price action, so first watch how well the price holds near key levels.
Q3: What should we watch next?
A: Whether any news in the opposite direction emerges to offset it.
Q4: Should you adjust your position because of this?
A: I wouldn’t change my plan based on a single piece of news—wait for the price to give a signal. $ETH is currently at 2537.43, up 1.21% over 24 hours; worth keeping an eye on.

#ETH

🐋 $AVAX hit a new 24-hour high, with strong buying interest.
Current price: 10.756, breaking above the previous high of 10.639, with 24-hour trading volume of $16.86 million.
Areas near new highs are usually crowded with short stop-loss orders. Holding above this level could trigger a short squeeze, but beware of a pullback after the spike.

#AVAX

🗂️ $USELESS 24-hour new high watch
Current price 0.1907｜Previous high 0.1897｜24h +8.12%
The price is above the previous high, which has shifted from resistance to a level to watch for a retest.
Would you make a move or wait and see?

#USELESS

Market update: $MBL 5-minute plunge of 6.3%; currently at 0.00107, up 42.67% over 24h.
A sharp drop does not necessarily mean the broader trend has reversed; the daily chart structure should also be considered.
This is only a record of market activity. Please make your own decisions about trading.

#MBL

$US 0.0181 (1 hour -6.47%, 4h -13.91%)
My approach to this kind of sharp drop is: don’t catch the first falling knife; wait for confirmation that it has stabilized before taking another look. Do you own it?

#US

Volatility is high, so size your position according to your risk tolerance.

📊 $LUMIA RSI Monitoring
▫️ Period: Daily
▫️ RSI(14): 80.2
▫️ Range: Overbought (≥80)
▫️ Current price: 0.1483
▫️ 24h: +78.46%
An RSI above 70 is considered overbought, indicating that prices have risen quickly recently. Technical signals are for reference, not a definitive conclusion.

#LUMIA

For reference only. You assume all risks.

News can change the pace, but it usually doesn’t change the trend. The trend still depends on market structure.
Take this as an example: ETH has stronger near-term buying pressure, with Binance spot bids at $8.2185 million, $2.1736 million more than asks.
If the price pulls back to the range it was in before the news came out and holds, that’s when we’ll know the news had an effect.
$ETH (24h +0.62%).

#ETH

This is not investment advice. Trade at your own risk.

📎 The $US 4-hour MACD forms a bearish crossover above the zero line.
【A quick explainer】What is MACD?
The histogram shows the difference between DIF and DEA; some platforms multiply it by 2. When the histogram turns from negative to positive, DIF crosses above DEA.
Understanding this indicator is about not letting the numbers scare you—not using it to predict tops and bottoms.

Stay calm. Don’t get carried away.

Wallets and security | Why are hardware wallets safer?
Many hardware wallets have a PIN. After a certain number of consecutive incorrect attempts, the device will automatically wipe itself.
Malware may alter what appears on your computer screen. The hardware wallet’s own screen is the final verification step, so always check the receiving address on the device’s screen.
Long-term holdings of $BTC are often stored in a hardware wallet, and transfer signing is done on the device.
Before withdrawing, check the entire address and network. It’s safer to start with a small test transaction.

#BTC

Personal observations, not operational advice.

Volume is a leading indicator of price. $APR -hour volume ratio: 10.2; trading volume: $5.18 million; price: -9.53%.
Heavy-volume sell-off—don't rush to buy the dip in the short term. Wait for volume to subside and prices to stabilize.
It’s safer to stay on the sidelines until a bottoming signal appears.

#APR

Volatility is high, so manage your position size accordingly.

Everyone online is talking today about “only XPeng and Tesla signed up for the smart-driving experience at the Paris Motor Show.”
From a trading perspective, trending topics bring attention, not necessarily money. The asset most closely associated with Musk, $DOGE , is currently at 0.0863, up 1.29% over 24 hours. The key is whether trading volume picks up too—only when volume follows through can the buzz be considered to have turned into buying pressure.
Do you think it’s going up or down next?

This is not investment advice. Make your own trading decisions.