rektmando@rektmandoX
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Crypto lower, AI trade roars back, KOSPI pumps
Crypto
* BTC: 63,700 (-2%) | BTC.D: 58.6% (-0.3%)
* ETH: 1,877 (-2%) | BNB: 592 (+1%) | SOL: 73 (-1%)
* Fear & Greed: 24 | 24h Liq: $196m
* BTC ETFs: +$233M | ETH ETFs: +$13M
* Top Gainers: UB, DCR, M, BTW, BEAT
* BTC drops below $64k
* Strategy to keep selling BTC, when useful
* Strategy stock rallies, despite earnings miss
* Hyperscale sells 100 BTC to fund AI data center
* Japan's top ETH DAT sells 1,000 ETH in AI pivot
* FTX paying out $900M to creditors
* 72% of spot OTC flow institutional: Wintermute
* Coinbase stock slumps on earnings miss
* Bessent asks Senate to vote on CLARITY ‘now’
* Big-city police chiefs endorse CLARITY Act
* Kraken, VerifiedX sign MOU on vBTC custody
* Balaji, Vitalik back quantum-proof wallet
* Crypto saw onchain contraction in H1: Binance
* DeFi lost $43.4B in H1 crypto contraction
* Stablecoin card firm Kulipa shuts 4mts after seed
* IRS warns of fake letters targeting crypto
* New York sues Kalshi, seeks $36B damages
* World Cup prediction markets reached $20B
* Bhutan taps 3iQ to manage part of BTC treasury
Macro
* NASDAQ: $25,122 (+3%) | Gold: $4,050 (-1%)
* AI trade roars back, leads stocks higher
* BoJ leaves rates unchanged, Sep hike in play
* BoJ intervened in fx market
* Iran strikes 2 ships in Strait of Hormuz
* Hamas agreed to fully disarm: Trump
* China weighs new stimulus
* China factory activity slips into contraction
* Ukraine tried to hit nuclear plant: Russia
* Spain plunges into migrant crisis post SC ruling
* 12,000 migrants/hr crossing at Ceuta: Spain
* Italy prepares to suspend Schengen with Spain
* Europe decides to skip FIFA competitions
* US homicides down 18%, on pace for record low
AI & Tech
* KOSPI pumps as Samsung, SK Hynix rally
* Apple posts record Q2, warns on chip supply
* AAPL slumps after market on weak guidance
* MSFT stock enjoys best day since 2008
* Amazon lifts 2026 capex to $220B, more in '27
* AWS posts fastest growth since 2021 on AI
* Citadel buys out Situational Awareness’ book
* Claude hacked three orgs in cyber tests
* US yet to justify Anthropic ban: Judge
* Nexus nears $15B for Anthropic data center
* Job seekers hide prompt injections in CVs
* LinkedIn adds 'Seems like AI slop' report button
* Nscale to buy Anyscale for $1.6B
* Amazon's Zoox cleared to charge for robotaxis
* Elon denies Tesla China sale for SpaceX merger
* Reddit stock sinks on choppy search referrals
@YEET: Crypto's Casino
Just passed $2.9B in lifetime volume!
gm
706232
6.9K 阅读
01AI 解读
AI 速读
BTC跌破64k，恐惧指数24。MicroStrategy及日本机构为AI转型抛售BTC/ETH，加剧抛压。尽管ETF有净流入且CLARITY法案获支持，但宏观地缘风险及Coinbase业绩不佳压制情绪。短期看空，关注机构OTC流向及宏观刺激。
02立场与情绪分析
立场分析
−0.4
看空BTC跌破64k，恐惧指数24。MicroStrategy及日本机构为AI转型抛售BTC/ETH，加剧抛压。尽管ETF有净流入且CLARITY法案获支持，但宏观地缘风险及Coinbase业绩不佳压制情绪。短期看空，关注机构OTC流向及宏观刺激。
−0.4
看空 −1.0中立 0看多 +1.0
情绪强度+0.7
表达置信度+0.6
技术深度+0.5
主观程度+0.3
紧迫程度+0.8
观点独创性+0.4
03市场影响归因
BTC跌2%至63,700，ETH跌2%。宏观AI股大涨但Coinbase暴跌，市场呈现风险资产分化，加密市场受抛压与宏观不确定性双重打击，短期承压。
BTC / ETH / SOL 价格走势
BTCETHSOLBNB
EVENT · 推文发布
推文前 1H
$64,427.46
12:00
推文发布
$64,311.53
12:55
推文后 30MIN
+0.04%
推文后 1H
+0.08%
推文后 24H
-1.86%
04类似观点 KOL
看空
Donald J. Trump
@realDonaldTrump
A very Happy Thanksgiving salutation to all of our Great American Citizens and Patriots who have been so nice in allowing our Country to be divided, disrupted, carved up, murdered, beaten, mugged, and laughed at, along with certain other foolish countries throughout the World, for being “Politically Correct,” and just plain STUPID, when it comes to Immigration. The official United States Foreign population stands at 53 million people (Census), most of which are on welfare, from failed nations, or from prisons, mental institutions, gangs, or drug cartels. They and their children are supported through massive payments from Patriotic American Citizens who, because of their beautiful hearts, do not want to openly complain or cause trouble in any way, shape, or form. They put up with what has happened to our Country, but it’s eating them alive to do so! A migrant earning $30,000 with a green card will get roughly $50,000 in yearly benefits for their family. The real migrant population is much higher. This refugee burden is the leading cause of social dysfunction in America, something that did not exist after World War II (Failed schools, high crime, urban decay, overcrowded hospitals, housing shortages, and large deficits, etc.). As an example, hundreds of thousands of refugees from Somalia are completely taking over the once great State of Minnesota. Somalian gangs are roving the streets looking for “prey” as our wonderful people stay locked in their apartments and houses hoping against hope that they will be left alone. The seriously retarded Governor of Minnesota, Tim Walz, does nothing, either through fear, incompetence, or both, while the worst “Congressman/woman” in our Country, Ilhan Omar, always wrapped in her swaddling hijab, and who probably came into the U.S.A. illegally in that you are not allowed to marry your brother, does nothing but hatefully complain about our Country, its Constitution, and how “badly” she is treated, when her place of origin is a decadent, backward, and crime ridden nation, which is essentially not even a country for lack of Government, Military, Police, schools, etc. Even as we have progressed technologically, Immigration Policy has eroded those gains and living conditions for many. I will permanently pause migration from all Third World Countries to allow the U.S. system to fully recover, terminate all of the millions of Biden illegal admissions, including those signed by Sleepy Joe Biden’s Autopen, and remove anyone who is not a net asset to the United States, or is incapable of loving our Country, end all Federal benefits and subsidies to noncitizens of our Country, denaturalize migrants who undermine domestic tranquility, and deport any Foreign National who is a public charge, security risk, or non-compatible with Western Civilization. These goals will be pursued with the aim of achieving a major reduction in illegal and disruptive populations, including those admitted through an unauthorized and illegal Autopen approval process. Only REVERSE MIGRATION can fully cure this situation. Other than that, HAPPY THANKSGIVING TO ALL, except those that hate, steal, murder, and destroy everything that America stands for — You won’t be here for long!
111M 粉丝
看空Hillary Clinton
@HillaryClinton
This is textbook corruption. t.co/AS1pHNx91Z
30M 粉丝
看空The Economist
@TheEconomist
The US Treasury market is in trouble. Both the executive and the legislature must summon the will to confront the underlying long-term problem and find ways to shrink borrowing
t.co/QkcctsSxOI
26M 粉丝
看空The Wall Street Journal
@WSJ
Wall Street is warning that more markets turmoil could lie ahead, after Friday’s selloff left investors few places to hide t.co/sLk7ZHJux6
21M 粉丝
看空Tucker Carlson
@TuckerCarlson
Too many white men were supporting their families by driving trucks, so of course our leaders had to end that by importing unqualified foreigners. A lot of people have died in the process. Gord Magill is a trucker who saw it happen.
0:00 The Last American Cowboys and the War on Truckers
6:14 The Attempt to Replace American Workers With Foreigners
13:46 The Life of a Long-Haul Trucker
21:25 The Dangers of Truck Driving
24:59 The Human Trafficking Routes
33:05 Magill’s Most Dangerous Experiences While Trucking
36:42 How Did Magill Learn All of This?
39:23 The Freight Crisis
40:21 Is Trump Working on Fixing the Trucking Industry?
48:41 The Exploitation of the Electronic Logging Device
50:54 The ALP Heist
59:30 The Fight in Washington to Fix the Trucking Industry
1:02:19 How Do Truckers Entertain Themselves?
1:02:42 What’s Going on in Canada?
18M 粉丝
看空9GAG ❤️ Memeland
@9GAG
talk the talk but didn't walk the walk
16M 粉丝
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