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Coinhusays1

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Every major rally exceeds expectations;
likewise, every major drop exceeds expectations
Once Binance officially releases its final solution, enables withdrawals, and posts a tweet, you can start considering a small long position to bet on a brief sentiment-driven rebound.
Damn, my perfectly good long position got hit by the hackers!! Fuck you, hacker! bitcoin:native
BTC-0.65%
In the third quarter of 2026, five listed insurers collectively lost nearly 400 billion yuan on stocks and funds. Ping An and CPIC saw sharp declines in net profit, but the earnings hit did not come from their core insurance businesses; equity investment losses were the main cause.
The underlying issue is a conflict in the assessment mechanism: regulators encourage long-term investment and place greater weight on longer-term performance, but frontline investment staff are still evaluated based on quarterly and annual rankings
This led insurers to increase their holdings of tech stocks near mar
Background to Today's A-Share Plunge and Market Panic
Event Background and Market Panic
Cause: Reports say Marvell ( $MRVL ) plans to acquire Lumentum( $LITE ).
Market reaction: A-share optical module companies and related leaders (such as Eoptolink, Zhongji Innolight, Yuanjie Semiconductor, and TFC Communication) plunged.
Logic behind the panic: After Marvell and Lumentum merge, they would jointly monopolize two key components for 800G/1.6T optical modules: DSPs (digital signal processing chips) and lasers (core optical components). Lumentum's laser capacity is already "basically fully booked
MRVL-13.31%
LITE+0.71%
NVDA-0.77%
Background to Today's A-Share Plunge and Market Panic
Event Background and Market Panic
Cause: Reports say Marvell plans to acquire Lumentum.
Market reaction: A-share optical module and related industry leaders (such as Eoptolink, Zhongji Innolight, Yuanjie Technology, and TFC Communication) saw sharp declines.
Panic logic: After Marvell and Lumentum merge, they would jointly monopolize two key components for 800G/1.6T optical modules: DSPs (digital signal processing chips) and lasers (core optical components). Lumentum's laser capacity is already "basically fully booked through 2029," and the
The Shanghai Composite's intraday moves are once again tracking the Nasdaq: when the Nasdaq falls, it falls. Now that the Nasdaq's 5-minute candlestick is rising, it's rising along with it.
Remember, when trading A-shares, you have to watch U.S. stocks. It's like playing cards—you need to understand the relationship between the big and little jokers.
NAS100-0.77%
A risk-free arbitrage play on Unitree Technology base:0xcf5473736c9ce3299c274e4bca54138a41f7cb07
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Yesterday in the A-share market:
Initial signs of a short-term market bottom are emerging, driven by the exhaustion of selling pressure and a moderate increase in trading volume. Turnover across the two markets today was 1.63 trillion, up just 167 billion. Shrinking volume late in the session signals divergence rather than broad consensus, making this a healthy rebound. Sharp late-session sell-offs occurred only twice, and the market recovered the next day both times, indicating that panic selling has been fully absorbed. The biggest short-selling sector posted larger gains but lower turnover,
The Fed stood pat,
but Hammack and Cook’s two dissenting votes pushed December rate-hike odds to 78.4%.
The hawkish pause is now in place,
the dollar pulled back after “bad news was fully priced in,” while gold dipped to 4027 overnight before rebounding to 4055; ETFs are still adding holdings.
Last night’s two U.S. earnings reports were the real battleground:
Microsoft Azure +48%, beating guidance, with further acceleration expected next quarter; shares rose 6% after hours;
Google missed on both revenue and profit, fell as much as 10% after hours, and Nasdaq futures slid -1% in response.
Same
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GLDX-0.40%
MSFT-0.39%
NAS100-0.07%
$META — hoping for a bottom and stabilization.
Meta’s free cash flow turned negative for the first time since going public, its capex guidance was raised again, and a staggering $25 billion fine added to the pressure. The market is beginning to scrutinize the returns on its AI gamble, and the stock has fallen for 5 straight days since the day after earnings, retreating more than 20% from its all-time high.
Got emotional and ran.
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Year of the Monkey hype recap after the Year of the Sheep😂:
1. Emei Shan A 000888: The scenic area has plenty of monkeys, so the market jokingly calls it “monkey reserves”; visit the Monkey King during the Year of the Monkey.
2. ST Tiansheng 002872: Tiansheng sounds like Qitian Dasheng (Sun Wukong), making it a zodiac-themed homophone play.
3. Dashengda 603687: “Sheng” is a homophone for “sage,” tying it to the Great Sage concept.
4. Dasheng Culture 600892: “Sheng” sounds like “sage,” a homophone for the Great Sage from Journey to the West.
5. Honghui Fruits and Vegetables 603336: It sells ba
This week, AI stocks weren’t being sold off because they “weren’t making money,” but because “the money was about to run out”—Meta raised its capex to $135-145 billion and still plans to issue new shares to raise funds, CoreWeave bonds fell to distressed levels, and SoftBank’s market cap halved from its June peak. The market’s fear is a vicious cycle: AI is burning cash ever faster, while financing pipelines are narrowing, raising fears of running out of money halfway through. At this critical juncture, Anthropic formally filed for an IPO (ticker: ANT), effectively telling the market through i
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CRWV-5.00%
NAS100-0.07%
MSFT-0.39%
AMZN-4.09%
SKHY-1.53%
It has been consolidating for a month, same as last time. 4M in volume, should be about right. bitcoin:native
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BTC-0.67%
  • 1
Adjusted for 1 month, same as last time. 4M in trading volume should be about right
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想问一下,上周和上上周一直做多黄金的朋友还好吗?
ethereum:0x68749665ff8d2d112fa859aa293f07a622782f38
Newbies die chasing highs, while veterans die trying to catch the bottom.
These past two days, veterans have been the ones getting wrecked.
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