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Coinhusays1

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The CPI data came out, and it wasn’t particularly good. Earlier today, Waller had already spoken, preparing the market in advance. Various assets didn’t fall by much, and crypto assets didn’t see the bloodbath everyone had expected.

Meanwhile, after the CPI data came out, the U.S. secretary of state and various U.S. officials said that we were close to reaching an agreement with Iran and didn’t need to take further military action. This was clearly an attempt to soothe the market.
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Overview of major asset market movements ahead of the release of U.S. October inflation data.
Damn, if Zhewen hits limit-up again, that’ll be three limit-ups today
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Prioritize betting based on volatility, then on logic
Volatility is seeing is believing.
- Low expectations, strong reality → enter aggressively
- High expectations, strong reality → hold and enjoy the ride
- High expectations, weak reality → exit and take a break
- Low expectations, weak reality → wait and see
Damn, guys, turns out this stock is a 300 ticker, up 20% today! Looking forward to it
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My Huaz Media is about to hit the upper limit—come on, guys, congratulate me!
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How Could the U.S. Data Center “Brake” Benefit Chinese AI?
Nomura’s logic chain is crystal clear:
Tighter U.S. regulations → slower data center construction → cooling chip demand →
Collapse in black-market premiums → lower costs for China to obtain hardware.
How does the U.S. data center “brake” benefit Chinese AI?
Nomura’s logic chain is crystal clear:
Tighter U.S. regulations → slower data center construction → cooling chip demand → collapse of black-market premiums → lower costs for China to acquire hardware.
Current information: a beautiful, non-staff female
reporter for an outsourced program at Hunan TV.
Worked in media for 4 years, leveraged her connections, and went into private
banking sales, then joined an investment firm.
She got into fintech, then went to Singapore and started a company selling cards.
She landed Lao Huang in Singapore and got more cards
The U.S. checked and found the company's cards didn't match; the cards had been moved to mainland China.
They started investigating and ended up uncovering Lao Huang's affair
Then $NAVIDIA bitcoin:native flashed a wick and blew up our accou
BTC-0.67%
Made a quick play on SK Hynix $SKHY
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SKHY-3.93%
Iran strike decision — Trump says he will “decide soon whether to launch further strikes,” while also saying “communications are ongoing”; Qatar’s prime minister made clear that “no comprehensive agreement has been reached.” Oil near $98 has priced in almost none of this news; if it materializes, there is ready room for a $5–8 jump.
AI regulation advances on two fronts — Democrats plan to investigate Apple, Meta and companies owned by Musk (Jinshi, 11-06); the ECB is considering reviewing banks’ loans to data centers. The former targets valuations, the latter financing—two distinct levels of r
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AAPL-0.58%
BTC-0.65%
NAS100-0.07%
  • 2
For bitcoin:native, the outlook here is for choppy bottom-building, not a V-shaped reversal,
because it has already drawn one “door,” and it’s also the weekend.
If you’re in a long position, treat it as range-bound trading and don’t get too ambitious.
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Actually, when you think about it, it’s no surprise that so many A-share hot-money traders emerged from 2021 to 2024.
When A-shares are doing well, individual stocks can easily surge 10% or 20%, while those on the Beijing Stock Exchange can rise 30%.
As long as you keep drawdowns under control, their volatility is greater than Bitcoin’s and Ethereum’s, even approaching that of altcoins in crypto.
BTC-0.67%
ETH-1.26%
Damn, guys, the Nasdaq is down nearly 7 points, semiconductors $SOXL are down 36%! SanDisk is down 22%! $AMD and Micron $MU are down 17%,
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NAS100-0.07%
SOXL-1.16%
SNDK-4.20%
AMD+1.23%
MU-2.87%
23:41:33
U.S. military ready to launch large-scale strikes on Iran
November 5, Jinshi Data: Al Jazeera, citing The New York Times, reports that the U.S. military is ready to launch large-scale military operations against Iran at any time on Trump's orders. (Jinshi Data APP)
Is this the news?
It dropped so much again pre-market....
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What is the market trading now?
AI, the dollar, and U.S. Treasuries, which should be bearish, and gold and silver, which should be bullish, have basically all risen.
Risk assets—Bitcoin and the Nasdaq—also rose 2%~3% yesterday on the day of the great uprising.
Semiconductors continued to fall.
The market is currently in a quiet period. What is it trading? Nothing much.
It’s just pure positioning warfare.
After rising too much, it has to fall. That’s all.
Opened a small short position on Ethereum. ethereum:native
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GLDX-0.40%
PAXG+0.37%
XAU+0.38%
XAG+0.47%
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