BlackRock makes a major shift: neutral on U.S. stocks, overweight short-term U.S. Treasuries
The cheaper the models, the more expensive the GPUs; interest on borrowed money to buy GPUs is also rising
Silicon Data token average price has fallen 52% from its May high, while B300 rents rose 38% over the same period. The 10-year U.S. Treasury yield climbed above 5.2%, the highest in 24 years.
The three things appear completely unrelated. But they are on the same causal chain.
1｜The model layer is slashing prices
Chris Wood of Jefferies wrote in GREED & fear on October 9: The most likely long-term

$BTC 80,000 Wiped Out! The Main Force Has Raised Its “Butcher Knife”—Will Longs or Shorts Be Squeezed? Let’s Expose the Market Makers’ Bottom Line!
K-lines are drawn for retail traders, but capital flows are the market makers’ trump card!
Brothers, this is Baize. On the one-hour chart, BTC surged to 84254 before plunging and is currently struggling around 83000, with 80393 as the previous low. Combined with the capital inflow and outflow chart, net outflows reached as high as 744 million on the one-hour timeframe and 853 million over four hours. The main funds are frantically retreating! On-ch

CPI and PPI are coming back to back, and the Fed chair is speaking too. This week’s macro setup is basically an open bet on up or down. Miners hate weeks like this: electricity prices are locked in, coin prices are jumping all over the place, and the cost basis stays fixed. I set my stop-loss too close and got stopped out twice, so I’m placing orders in batches now. So what’s the conclusion? I haven’t figured it out yet either. If you’re watching, follow along.

Teacher Zhenjian Zhang
Let's review your morning update
Won't 2,500 be reached again?
I said one thing in your livestream, and it was the only time I spoke. Most people in this space are ghosts, so don't say anything is absolute or guaranteed to happen.
Only after staying in this space for a long time and experiencing two bull and bear cycles (at least one) can you truly appreciate and understand it. Trading itself is about the market—follow the market and respect the market!
To put it more plainly, this space is simply a game played by capital, and you and I are nothing more than grains of sa

🚨Retail investors are capitulating while whales are aggressively buying 9.6 million! Is UNI about to make a major reversal? I’m greedy when others are fearful—only by following the main force can you profit! UNI is currently at 7.27, with weakening MACD momentum and signs of bullish divergence.
On-chain data shows that whale 0x1389 aggressively bought 1.29 million UNI over three days (worth $9.6 million)! Combined with the outflow chart, the main force’s intentions are extremely clear: deliberately dump the price to liquidate longs, force retail investors to panic and hand over their holdings

At the end of yesterday’s livestream, I already told everyone
The main force would form
A V-shaped trend at some point
Both long and short positions should be reduced
Another push today will clear out the shorts’ leverage
The longs’ leverage may be liquidated tomorrow
CPI will be released tomorrow, so everyone should minimize their positions
$BTC $ETH #美国9月CPI即将公布

Bitcoin just rallied back to $83,000!!
Let’s go!! SEND IT

After the plunge, can you buy the dip, and what exactly should you look at? The answer is the divergence between moving-average alignment and oversold indicators, not the magnitude of the decline itself. Down more than 22% in 24 hours, with the current price at 13.58. First, look at the trend structure: MA5=13.714 has fallen below MA20=15.4425, forming a standard bearish alignment, so the trend itself is unhealthy; however, RSI is only 13.0, indicating extreme oversold conditions, and the price at 13.58 is close to the Bollinger lower band at 13.2769, suggesting a short-term technical recovery

U.S. Treasury Secretary Bessent and Senator Warren are trading barbs again. Bessent complained that Warren had sent him 141 letters, nearly overflowing his inbox, while also taking a jab at her lack of understanding of foreign exchange. What does 141 letters really mean? If you assume roughly 250 working days a year, that works out to about one letter every two days—an even higher frequency than a trader watching the screens. Warren, of course, was not about to back down. A Treasury secretary and a senator going at each other—the scene was like a congressional hearing mixed with a financial co

If the trend could be replicated, would gold look like this?? #XAU

Jupiter routed $13.40B in Solana swaps in the past 30 days, nearly half of the $28.52B that went through all aggregators on the network. DFlow ranked second at $9.09B.
@JupiterExchange

Damn, now I want to buy again—it’s only 200 new.

Previously mentioned in the #ETH post: short on rebounds, and short after a surge and pullback
BTC 836-847, ETH 2580
Hold the short position long term and lock in the perfect profit. The current price has reached near the previous low. ETH 2405-$BTC held 810, giving a decent rebound. The scenario is gradually playing out! The market is currently ranging; only a break below the level we warned about will bring big profits. Those holding shorts based on the post, protect your positions yourselves!
Follow so you don’t get lost, and learn to build wealth with XY!
#

BTC.ETH longs remain sluggish, with the battle to defend 80,000.
As for the current market, there are two potential catalysts for a breakout: one is this Wednesday’s CPI data, and the other is the Fed’s rate decision on October 28. Put simply, both points concern the impact of the Fed’s October rate decision on the market. Whether the CPI data performs well or poorly will guide the likelihood of the rate decision on the 28th, so the major market move this week will likely come after Wednesday. The Fed has already raised rates once this year, and the current market environment does not allow th

#阿斯麦与台积电即将发布Q3财报 The real stress test for the AI trade is just beginning: two earnings reports in 48 hours
The AI trade is still moving higher, but a tough round of validation is coming this week. Last week, all three major U.S. stock indexes closed higher. A rebound in technology stocks helped the market withstand upward pressure from oil prices and Treasury yields, while the Nasdaq Composite rose for a fourth consecutive week. As the new week began, S&P 500, Nasdaq 100, and Dow futures were broadly little changed, with investors clearly waiting for new catalysts. One of the most important se

Shorted last night and made big gains; went long with the trend this morning and kept profiting
ETH entered at 2451 and exited at 2494, 347% safely credited, smoothly taking down 4300U
This is the charm of going with the trend—when the direction changes, follow it
Trading is a form of cultivation: less emotional, more execution $ETH

Predict Price Moves, Win Up to 2,200 USDT per User https://www.gate.com/campaigns/6551Event?ref=VLARBF1YAG&ref_type=132