Dolphin晴竹

🥳✨$BNB ✨TO THE MOON🚀

📷 @Richard Teng @Yi He #BNBChain

Woke up to find $BTC back above 84K.

This level has been rejected several times—the late-September attempt and the one on October 11. Each time, the price surged up only to get pushed back down. This time, the momentum is being driven by better-than-expected earnings from SpaceX and Super Micro, reigniting the AI trade. ETFs have also seen inflows for three days straight, so the buying looks real.

But on the other side of the ledger: short-term whales’ unrealized profits have shrunk from $9.8 billion to $4.6 billion. On October 20, 10,605 BTC were moved onto exchanges in a single day—2.8 times the daily average. There’s a lot of supply piled up around this level, so it could get pretty crowded today.

#BTC #Market Analysis

Woke up at 1 a.m. and checked the charts—$ZEC was holding above 1330.
The 24-hour high broke 1350. In yesterday’s daytime post, I wrote that it had topped out at 1296, and now it’s climbed nearly 60 more. It hasn’t pulled back much after the spike, and for now, 1330 seems to be holding.
There’s no shortage of news today. In an interview the day before yesterday, Winklevoss came right out and said, “$ZEC can easily break above 5000.” His reasoning: the more powerful AI gets, the scarcer financial privacy becomes, making $ZEC an AI hedge in the crypto world. The ETF side has some real money behind it, too: on the 20th, $ZEC spot ETFs saw net inflows of $1.61 million, making it the only altcoin ETF to attract inflows that day.
His math is pretty blunt: $ZEC ’s market cap is currently about 2% of BTC’s, and he thinks privacy should be worth 10%, so he starts with a fivefold upside. Believe it if you want; fair enough if you don’t.
That’s all for the charts.

#ZEC #privacycoin

U.S. stocks opened up tonight, and the AI table is full again.

SMCI jumped 11% intraday after issuing its Q3 preliminary guidance after hours last night: revenue was raised from 14.5–15.5 billion to 18.5–19.5 billion (analysts were expecting just over 15 billion), and gross margin was also raised to above 12%. Dell and HPE followed with gains of 4–5%.

Then there’s SpaceX, which reported Q3 results last night: revenue of 14.58 billion (+161%), its first profitable quarter since going public, with net income of 4.4 billion. Its AI business grew more than eightfold year over year, and the stock was up 8% premarket.

$BTC is finally waking up: 83,700 (+2.3%), poking above the top of today’s range.

ZEC and NEAR each put on a show with double-digit gains during the day; tonight, U.S. stocks took over. This market action has been a feast today.

#BTC #U.S.Stocks

Taking another look tonight: $ZEC is still above 1270, up 12% in 24 hours. It touched a high of 1296 today and hasn't pulled back much. NU7's activation height was finalized today: the development team set the mainnet block at 3543405, which works out to around November 5. Block times are being cut from 75 seconds to 25 seconds, making confirmations nearly three times faster. And 60% of the fees will go toward a reserve fund.
By this afternoon, the news was all over the network. Privacy coins have kept things lively all day, with a high of 1296 broken—and on the charts, it's still a one-coin show.

#ZEC #PrivacyCoin

At 5.2, seeing $NEAR feels oddly unfamiliar.

This coin went from 4.63 to 5.28 in a day, up 10% in 24 hours. The broader market is moving sideways, and it's the only one on the move.

The trigger was the supply-reduction proposal HSP-029, which opened for voting yesterday: over 24 months, it would cut annual inflation from 2.5% to 1.6%, issuing over 11 million fewer coins over two years. The votes aren't even fully counted yet, but the market has already bought into the idea that “there will be fewer coins.”

#NEAR #MarketAnalysis

$ZEC surged nearly 10% today, touching a high of 1296—the biggest gainer on the board.

$BTC is still grinding below 83000, and ETH is flat too. It’s the only one moving. The community buzz around the NU7 upgrade has picked up lately, bringing this privacy-coin drama back into the spotlight.

I know this coin’s temperament all too well: it usually trades sideways and plays dead, then makes a week’s worth of moves in a single day. If you chase it, you’ll probably be left holding the bag the next day.

Anyway, it’s the only thing worth watching in the market right now.

#ZEC #PrivacyCoins

Netflix reported at 4:00, and the results are out.

Revenue was $12.87 billion, up 12% year over year. EPS came in at $0.87, beating expectations of $0.82, and net income jumped nearly 44%. The numbers were a clean sweep, but shares fell 4% after hours.

The miss was in the guidance: the ad revenue forecast was cut from $3 billion to $2.7 billion, with the company saying its ad product rollout was slower than expected. Q4 guidance was also soft, and the company laid off 1,000 people last week.

That’s just how the market works now: how much you earned doesn’t matter—one line in the guidance can wipe out all the results on paper.

$BTC was back at 83,000 this morning. At least yesterday’s $526 million ETF inflow wasn’t for nothing.

#美股 #Earnings

Those of us still awake after 2 a.m. are all waiting for the earnings results to drop at 4, right? 😴

The market’s been really quiet tonight. $BTC touched 83439 during the day, then slipped back to 82700 and went flat. Meanwhile, $PEPE quietly climbed 10% in the middle of the night, going from 0.00000411 to 0.00000455. No real good news, so I guess it’s just a technical breakout with rising volume.

When the market’s quiet, it’s always some meme coin that makes the first move. I could recite this pattern in my sleep by now.

Anyway, there are two more earnings reports at 4. Might as well stay up and watch.

#PEPE #MarketAnalysis

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$526 million came roaring back, and $BTC didn’t even bat an eyelid.

ETF flows came in today: on 10/19, U.S. spot ETFs saw $526 million in net inflows, the biggest single-day total in nearly a month. The weird part? Almost all of it went to one fund: BlackRock’s IBIT pulled in $665 million in a single day, the only one of the 12 funds with positive inflows. The rest were still seeing redemptions. ETH had it even worse, with outflows for the fourth day in a row.

Even funnier, that same day BlackRock filed with the SEC for its third Bitcoin ETF, ticker PBIT—a “buffer” product: it protects you against losses of up to 10%, but in return, you can forget about keeping any gains above a certain point.

Buying big on one hand and picking up some insurance on the other. I have to say, I learned something from the institutions’ two-sided bet.

BTC is still grinding around $81,900. The money’s back, the price hasn’t budged, and two companies report earnings overnight.

#BTC #ETF

It’s a busy after-hours night for U.S. stocks: SpaceX and Netflix report on the same day, with Tesla and Meta up tomorrow—four earnings reports in a row.
$SPCX is reporting earnings for the second time since its IPO. Revenue is expected to come in above $12.7 billion, with EPS of $0.14. The stock is already down 35% from its post-IPO high, so tonight the key questions are whether Starlink can hold up and whether all that AI spending is worth it. There’s also a conference call at 4:30 a.m. Beijing time. Netflix is in a similar boat: it’s down more than 25% this year and just laid off 1,000 people last week. EPS of $0.82 and revenue of $12.88 billion are expected. Can price hikes make up for sluggish subscriber growth? We’ll find out tonight.
Stock futures are mixed before the opening bell, with Nasdaq futures edging lower. Everyone’s waiting for the results. On nights like this, I usually get the coffee brewing first.

#美股 #Earnings

There was a pretty conspicuous on-chain move this morning.

A whale withdrew 774.77 $BTC from Robinhood to a self-custody wallet. Before that, they sent two small test transfers to the new address—a clear sign of an experienced hand, not a slip-up.

A BlackRock-related address was active too, moving $143 million in BTC and ETH to Coinbase Prime. It was reportedly a custody reallocation, but nobody has confirmed whether anything was sold.

The market is still hovering around 82,000 with little movement, while things are already picking up on-chain.

#BTC #On-chain data

The moment I woke up, I saw that U.S. chip stocks had rebounded across the board overnight—SanDisk was up 5.5%, SK Hynix 4.7%, and Micron nearly 3%. The Philadelphia Semiconductor Index had just dropped almost 12% the week before, so this rebound wasn't unexpected.

Looking back, $BTC is still sitting at 81,900, completely unaffected.

The worst part at times like this isn't a bad market—it's that everything else is moving, while the one I'm watching just sits there.

#BTC #U.S. stocks

Woke up at 2 a.m., took a look at the market, and $BTC was still hovering around 81,892.

ETFs saw outflows of over $200 million last week—the money’s flowing out. But on the other hand, Strive bought 1,223 at an average price of 81,734, and Strategy added another 267. That’s 1,490 between the two.

Strive’s purchase price of 81,734 is practically right on top of the current price—the level I was losing sleep over and watching in the middle of the night is exactly where they made a big buy.

All right, I’m going back to sleep 🥲

#BTC #Market Analysis

Tonight, the market really played along with the script.

That rebalancing whale I wrote about earlier this morning cut losses at 80949 and cleared out 1,360 $BTC , then turned around and went long on U.S. stocks with maximum leverage. And tonight the Nasdaq opened up 1.06%, AI stocks bounced back across the board, and Tesla rose more than 2% intraday. That’s some seriously good luck 🥲

BTC was interesting too: it surged above 83000 before the market opened, then slowly slipped back to just over 82000. U.S. stocks rallied, but crypto barely moved—the markets are still doing their own thing.

The rebound anticipated by pre-market futures played out during the session. Tesla and Meta report after Wednesday’s close this week (early Thursday morning Beijing time). The Fed is now in its blackout period, so earnings are doing all the talking.

#BTC #MarketAnalysis

At 5 a.m., 0x30af hit the close-at-a-loss button at 80949.

1,360 $BTC long positions worth $110 million were closed at a $3.26 million loss. The stop-loss was set at 80500, and the overnight low plunged to 80684—just $184 short of the trigger. He had to close manually.

Then he turned around and put $45.8 million into U.S. stocks at maximum leverage: 96,000 shares of TSLA, 158,000 shares of DRAM, and 38,000 shares of SOXL—all long positions.

AI stocks are rebounding in premarket trading tonight: Nasdaq futures are up 0.7%, CoreWeave is up 1.3% premarket, Broadcom is up 2.3%, and Tesla reports earnings Wednesday.

$BTC has climbed back above 82000 today. In effect, he admitted defeat in crypto, then turned to U.S. stocks to bet on earnings week.

#BTC #MarketAnalysis

I woke up and the on-chain scene was buzzing again: the U.S. government moved nearly $300 million in crypto into Coinbase Prime—3,940 $BTC plus 30,014 $ETH , all clearly labeled by Arkham.

I took a look at the market: BTC was still hovering around 82,000, and $ETH was around 2,400. The market barely reacted. After all, moving funds into custody doesn’t mean they’re about to sell—maybe they’re just consolidating holdings, maybe they’re preparing to sell. Who knows?

The key thing is, that executive order from March explicitly said seized BTC would go into the strategic reserve and wouldn’t be sold. So every time a government wallet moves, speculation about “are they going to sell?” pops up again.

If they do sell, that’s a question for later. For now, there’s just one more thing to keep us guessing. These are the moments when the market feels most uncomfortable. 👀

#BTC #ETH

Woke up to a pretty interesting on-chain story.

On October 18, two old wallets from 2013 finally moved: one had been untouched for 12 years, the other for 13. Together, they moved 416 $BTC out of their old addresses, worth more than $33 million. The coins had originally cost only a couple hundred dollars each, and hadn’t budged since 2013.

The funniest part? The market didn’t react at all. $BTC was still hovering around 82,000 this morning—not even a penny’s worth of movement. In the past, a headline like “Ancient Bitcoin Whale Awakens” would’ve scared plenty of people into panic-selling. Now everyone takes one look and scrolls right past.

After such a long downturn, the market’s genuinely numb. Without some hard-hitting news, the charts can’t even be bothered to twitch.

#BTC #OnChainData

ZEC gave me a real scare in the early hours: it plunged all the way to 1049, and I thought it was going to break below 1000. Then it bounced back nearly 6% within an hour, and now it's back above 1120 😭

This coin has been truly wild lately. It slid all the way down from 1286, then clawed back a big chunk in one morning. On the news front, Paradigm co-founder Matt Huang publicly acknowledged that they're $ZEC holders, and that they also invested in ZODL, Zcash's development fund, calling it “the privacy version of Bitcoin.”

The 24-hour change is actually just -0.5%—all that drama, and it's basically gone nowhere. But with an intraday chart like an EKG, neither the bears nor the bulls came out ahead.

#ZEC #Market Analysis