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SpaceX Conference Call Analysis (1)
After SPCX’s Q3 earnings report, Musk and several other executives had a lot to say on the conference call. Zha Nan will analyze some of the more important points.
Starship and Starlink are both on track and can provide strong cash flow.
Let’s consider AI and computing-capacity leasing together. SPCX’s AI revenue is also based on its existing computing capacity, so we’ll calculate efficiency on a consistent basis.
Set the baseline price at $50 billion/GW.
Compared with Q2, SI revenue increased by $5 billion in Q3, and is expected to continue growing rapidly
SPCX-0.01%
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Explosive! A domestic player makes a comeback against Samsung, as major players pour in 7 million U for a fierce long-short showdown!
The news is the gunpowder, the candlesticks are the barrel, and capital flows are the hand on the trigger.
‍$SAMSUNG Rebounded to 168, but the 170 hurdle overhead is a tough one!
Yangtze Memory has overtaken Samsung with a 38.5% market share. Samsung is scrambling to upgrade its Xi'an factory, but the U.S. has it by the throat.
Trading suggestions:
Long: Buy near 160-162 on a pullback.
Short: Short near 170-172 on a rebound.
The market has a way of humbling ever
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SAMSUNG+5.43%
MU-1.04%
SPCX-0.01%
Whale aggressively deploys $370 million in an unmistakable short squeeze—$ZEC are the big players trying to “bloodbath” retail traders? Their cards are already exposed!
Retail traders fear price drops; market makers fear there’s no volume! Follow the wrong market maker and lose everything; follow the right whale and get a seaside villa.
Scared by ZEC’s pullback after its surge? You couldn’t be more wrong! Above 1252, short liquidation orders are stacked up; below, a whale precisely bought the dip at 1025 and is now raking in $13.45 million! Big players have directly slammed $37.57 million int
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ZEC+10.70%
  • 5
Touching some grass today 🌿
Recharging before the Robinhood season begins
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HOOD+1.82%
Uniswap's expansion on BNB Chain is accelerating!
TVL on $BSC just hit ∼$437M
+104% in 7 days
+213% in 30 days
Per ChainCatcher x DefiLlama data:
BSC Total TVL: $5.932B
DEX 7-day Volume: $6.258B (+37.95% WoW)
BNB DeFi season heating up?
#BSC #Uniswap #DeFi
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UNI+3.78%
BNB+1.97%
【After traveling through time for one day, I left myself 1 million bitcoins】
The author is probably in crypto too; we could time-travel just by sleeping for one night🤣🤣🤣🤣#btc $BTC
BTC+1.24%
Starbucks China: Purchases required to take a seat starting October 22
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EIA data determines the short.....
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LIVE2,045
#EthereumReclaims$2450 #ShareWeekly $ETH
$2,450 is a number on a screen. What matters is what sits under it and above it. Here’s my read on whether ETH can hold the reclaim.
1. What lifted it
A major US bank expanded its deposit token onto Ethereum’s public mainnet for institutional clients, and ETH rose more than 1% on the news. On top of that, of about $100M liquidated over 24 hours, $64.7M were shorts, around 64% (my math from reported figures). So part of this is an institutional headline and part is shorts covering. The second part tends to fade faster.
2. The supply ledger (my math)
Oct
ETH+1.91%
Trade to Draw, Unlock XAUT & SLVON Prize Pools https://www.gate.com/campaigns/6565?ref_type=132
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XAUT-0.14%
SLVON+0.00%
Cheers Buddies , Our $SOXL LONG signal completed All targets 👏
CryptoSat
$SOXL UPCOMING BOUNCE ZONE
HOLDS SUPPORT?
SOXL-0.92%
Let's complete the tasks $DNA ‌
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DNA+6.87%
  • 2
Switzerland’s FINMA approved the country’s first retail-focused spot Bitcoin ETF. The fund directly holds Bitcoin and operates under a collective investment scheme structure, rather than as a debt-based ETP. The issuer’s wording points to BIT’s BBIT, expected to list on the SIX Exchange in November.
CoinGecko spot BTC is around $82,608, up about 1.2% over 24 hours (snapshot at around 14:07 Beijing time). Only two things are verifiable: retail investors can buy it, and the fund actually holds Bitcoin.
This is more likely to fill in a European access channel than to trigger an immediate fund mig
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BTC+1.24%
Putin has extended sabotage operations into NATO countries. The drone that failed to explode at Leipzig Airport was just the beginning; the targets are all military supply lines, communications, and shipping. The stakes are clear: Europe’s logistics routes for aid to Ukraine are being targeted, and no one should expect to do business in peace. If you disagree, explain why.
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After returning to China, I’m at home every day
13:00 - 18:00 Mahjong
20:00-01:00 Mahjong
There’s not much worth buying here for secondary-market DCA, and it’s impossible to predict what kind of curveball might emerge during the midterm elections.
Neither of the orders I placed at $eth 2200 and $uni 5.8 has been reached, and at the current price, I really can’t bring myself to buy.
But to be fair, following the momentum at the start of a bull market, prices could move sideways here and then shoot straight up. Right now, it’s generally hard to buy any asset at a good price.
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ETH+1.91%
UNI+3.78%
MARKET OVERVIEW
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LIVE1,895
$ZRO Bottom line: Short-term outlook is bullish, but this is a capital-driven speculative long, not a confirmed trend. Chasing highs offers poor risk-reward; wait for a pullback before entering.
On the capital-flow side, ZRO funding is +0.0024%. Long positioning is dominant but not yet extremely crowded, and conditions for a squeeze in the opposite direction have not been triggered. The price is above MA5 (2.031) and MA20 (1.9788), the MACD histogram is holding bullish at +0.003322, and RSI at 59.8 is not overbought, leaving room to move higher. But the upper Bollinger Band at 2.0906 is close
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ZRO+10.87%
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