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#股票财报季 #股票财报季 2026 Q3 earnings season is entering its busiest stretch, with S&P 500 earnings growth expected to be around 29%, topping 25% for a third consecutive quarter. SpaceX, Netflix, Meta, and Tesla are set to report in succession this week. The market’s focus is on returns from AI capital spending and the sustainability of guidance, rather than simply whether results beat expectations.
Crypto assets are closely linked to risk appetite for tech stocks. If earnings confirm that AI investment can still translate into growth, sentiment could recover, making Bitcoin and Ethereum more likely to attract investor support. But if concerns grow that spending is too high and returns too low, a pullback in tech could spill over and weigh on crypto assets. Bitcoin has been relatively resilient, while Ethereum—more closely tied to its ecosystem and DeFi—typically sees greater volatility.
BTC is currently trading in a range above $80,000, while ETH is consolidating near $2,400, and ETF flows remain unstable. Earnings season is not, in itself, a direct catalyst; instead, it affects risk appetite through the question of whether the “AI narrative” continues to be validated. The real question is whether the broader capital-spending narrative can continue to support valuations of high-beta assets once it is put to the test. $ETH

#普通人的生活 #存款利率

This morning, I came across a ranking of per-capita bank deposits by province for 2025 and was curious to check Anhui's figure.
After comparing it with the numbers above and below, I suddenly felt a little anxious 😐

But then I thought about it more carefully: those provinces and cities above us have different income levels, too.
It feels like here, incomes aren't high, but spending isn't low either. With limited income, once fixed expenses like mortgage payments and social obligations are deducted, there's not much left to save. It's really not easy to put money aside.

That said, this ranking is only an average, so there's no need to read too much into it.

As long as we're not in debt, our families are healthy and safe, and we're comfortable with how we're living, that's a happy life.

Friends, when you saw the figure for your province, what was your first reaction? Come share your thoughts in the comments!

#灰度联合Republic推出三只加密基金 An early large holder is building a position at this time—is that bearish or bullish?

#Q Never in a million years would I have expected this—making it bigger and stronger 😂

#人生三世 : A caterpillar for one lifetime, cocooning itself for one lifetime, and becoming a butterfly for one lifetime.$BTC

#代币化股票交易多在美股时段外 Running around, time flies by so quickly. As long as I can get my tasks done every day, that’s OK. The beautiful sunset stretches endlessly$BNB

#比特币市占率回升至60% Bitcoin's share continues to grow. Does this further increase the market capitalization of digital gold?$BTC $XAU

#RCL #strk #CTK.每日智能策略 A trader opened a new wallet yesterday and established a 3x long position on STRK, buying 24.42 million tokens and spending $2.9 million. Why so aggressive?$STRK

#RCL changed so suddenly that it caught us off guard, and the gains from the past few days had to be readjusted again

#标普500与纳指创历史新高 Why did U.S. stocks suddenly drop tonight? It’s not that AI collapsed—three “mountains” came crashing down at once. 📉
First, Treasury yields kept climbing.
The 10-year Treasury yield moved back toward the 5.3% level, while the 30-year yield briefly surged to around 5.70%, its highest level since 2002. The higher rates go, the more pressure high-valuation tech stocks, semiconductor stocks, and AI stocks face.
Second, oil climbed back above $100.
Brent crude broke back above $100 a barrel, reigniting concerns about a resurgence in inflation. Higher oil prices → inflation is harder to bring down → the Fed is less likely to turn dovish → Treasury yields remain under upward pressure.
Third, the FOMC meeting minutes are due tonight.
The Fed will release the minutes from its September meeting tonight. The market’s biggest concern is whether there will be more rate hikes ahead. The Fed just raised rates by 25 bps in September, so investors are playing it safe for now and waiting for the minutes to provide direction.
So tonight’s logic is clear:
Treasury yields ↑ + oil prices ↑ + rate-hike expectations ↑ = tech stocks take the hit first.
But there’s one thing I’m paying closer attention to:
Today’s drop is about “macro valuations”—it doesn’t mean the AI industry’s fundamentals suddenly broke down.
If Treasury yields fall and oil prices retreat, tech stocks could recover just as quickly.
So don’t panic as soon as you see a steep drop in premarket trading. First, figure out why it’s happening.
The key thing to watch tonight isn’t just stock prices,
but—the 10-year Treasury yield.
$XAU $BTC $CLV
$BTC

It’s really hard without watching the livestream. After watching it, I have at least a little understanding. On Monday, it’s basically the same—there’s a slight fluctuation in market demand. It’s still worth buying to increase my position. $XAU

When an investor holds crypto assets for less than 3 days, 90% of people are at a loss; when an investor holds crypto assets for more than 3 months, 70% of people are in profit; when an investor holds crypto assets for more than 3 years, over 90% of people are profitable— even the main forces are afraid of him; how long have you held the crypto assets you’ve invested in?

#长假行情突破了 $PONS
Take a quick look around the plaza and you’ll be surprised—there’s all kinds of fun information, and it’s also a way to relax. The unsuccessful grid #PONS has gotten better now. The next thousand-times king

Completing a grid isn't very perfect
#PONS

#PONS discovered that physical training can make yourself become stronger and stronger

#PONS project overview

PONS was created on the Robinhood Chain. The original vision of this chain is the tokenization of real-world assets (RWA), with a focus on tokenized U.S. stocks. PONS is the leading token-launch platform on this chain—anyone can mint tokens on-chain with a single click. Trading fees on the platform will be used to buy back and burn PONS, ensuring continuous deflation.
CZ Changpeng Zhao has said: Tokenize everything. The Robinhood Chain is the public chain that brings this narrative to life. As the on-chain token issuance infrastructure, PONS is the foundational tool in the wave of everything becoming tokenized.#PONS $PONS

The real bearish news in crypto: not just a single rate hike, but “a series of consecutive hikes” being priced in
After the September 19th CME data, market discussion has shifted from “Will there be another hike this year?” to “Will there be one more hike or two by year-end?” The probability of at least a 25bp hike before December is over 90%, and even 42.5% are betting on a 50bp hike. This isn’t short-term noise for crypto; it’s a re-pricing of the cost of capital.
BTC, ETH, and U.S. tech stocks are all especially afraid of tightening liquidity: U.S. dollar cash and short-dated Treasury yields rising increases the opportunity cost of holding risk assets. Incremental capital will hesitate, and leveraged longs are more likely to get liquidated. If BTC breaks key support, what starts as a technical pullback could turn into a macro-driven valuation selloff. ETH and altcoins are even more sensitive to liquidity—rallies are more likely to be sold.
But CME probabilities aren’t the Fed’s final answer. If inflation, employment, or energy shifts, expectations can be reset at any time. So going forward, don’t just watch how many points BTC is up today—watch the interest-rate path. Strategically, bet less on direction, reduce leverage, keep cash/stablecoins, and respond in batches. What’s truly hanging over crypto is that the market has started to seriously price in “consecutive rate hikes”
$BNB
$牛来

Wait patiently for the next market wave. The trend is still there—keep a good mindset and hold on to the opportunities that belong to you.
$BTC
$牛来