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Renowned trader Ansem stated in the podcast "Market Bubble" that he has recently shifted from a bullish to a bearish stance, reducing his positions and taking profits over the past few days, while also shorting a portion.Regarding stocks, Ansem believes that mainstream targets have seen significant increases, accumulating a large amount of unrealized profits, and have hardly experienced any proper corrections. Now, significant de-risking and profit-taking are starting to occur. He thinks that the U.S. stock market may be at the tail end of the macro cycle, with funds withdrawing.For the cryptocurrency market, Ansem believes that crypto performed strongly in Q3, but it may just be a counter-trend rebound rather than the beginning of a new bull market. Crypto had previously outpaced the weakness in stocks, rebounding after being oversold; if stocks continue to weaken, they may drag crypto down with them, and Bitcoin could fall back to around $70,000. He also expressed continued optimism about tokenized stocks, viewing them as a key pathway to bring more traditional capital onto the blockchain, as well as a catalyst for the next wave of real users and capital inflow, and reiterated his positive outlook on ZEC, emphasizing its privacy Bitcoin attributes.

Liquid Capital founder Yi Lihua stated that the global financial markets have been quite volatile recently, and one cannot expect to make money every moment in investments and trading. He mentioned that even Duan Yongping has to endure significant unrealized losses, with some stock investors previously making ten times their investment now facing an 80% retracement, and the situation for ordinary stock and cryptocurrency investors is even worse. The overall environment is still in a rate hike cycle, and Bitcoin has become a relatively well-performing asset.Yi Lihua reiterated that the upward trend is not a straight line, nor is the pullback; he still sees a bullish market trend and continues to wait for the right pullback. With the midterm elections approaching, market volatility and trading opportunities are increasing. He also mentioned that Coinbase has launched a global derivatives trading competition with a maximum prize pool of 2 million USDC, believing that this event provides a platform for communication and testing trading strategies, and he himself will participate and learn.

Binance announced that due to abnormal situations such as restricted deposits and withdrawals and price deviations in the spot markets of multiple exchanges, it will enable the latest price protection (LPP) mechanism for the BULLAUSDT U-margined perpetual contract at 14:00 (UTC+8).During the protection period, the mark price will be calculated based on the average transaction price over the past 10 seconds, with a fluctuation limit of ±1% per second; the upper and lower limits of the funding rate will be adjusted from ±2% to ±0.005%.

AI-driven on-chain infrastructure project Bullshot announced that it has completed a $7.7 million financing round. The project stated that this round of financing received support from investors, partners, and strategic supporters.Bullshot claims that it is building the next generation of AI-driven on-chain infrastructure, integrating token creation, trading, and autonomous AI agents within the same ecosystem. The project stated that this financing will strengthen its plans for ongoing construction and expansion on-chain.

Blockstream Chief Marketing Officer Peter Bain stated in a recent interview that Bitcoin has maintained the $81,000 mark amid stock market sell-offs, rising 10-year U.S. Treasury yields, and turmoil in Europe, which he described as "a very, very strong signal." He made this statement during a conversation with Grace Remington and Sean Hagan.Bain emphasized that technological development precedes price and discussed topics such as adoption, stablecoins, and tokenized stocks. He introduced Blockstream's new center established in Lugano and a new consulting department aimed at institutional clients, while explaining why treasury companies are mainly concentrated in the United States and why Switzerland will become the next market—Switzerland's clear regulatory framework and strong banking foundation make it an ideal launch market.Regarding quantum computing, Bain believes that the related threats will take decades to materialize, and that Bitcoin's real weaknesses lie elsewhere. He referenced the PHP vulnerability incident, stating that the industry needs to rethink the way software is released, and introduced Blockstream's research on quantum-resistant signature solutions, how consensus can be reached for quantum upgrades, and the Bitcoin Security Alliance. Additionally, he provided the first update on the Liquid Network event progress: the exchange service has been restored, the network is back online, and users can transfer Bitcoin back to the main chain. Looking ahead to 2027, Bain stated that institutional clients believe Bitcoin "is expected to usher in a major bull market."

According to USA Today, McDonald's McRib is set to return and will be available for a limited time in select U.S. cities, with confirmed cities including Los Angeles, Chicago, Miami, Atlanta, Philadelphia, and Dallas.Related discussions mention that historically, every time McDonald's McRib returns, Bitcoin has seen a significant increase, prompting some users in the crypto community to urge investors not to short McRib.

Liquid Capital founder Yi Lihua stated that although he still holds a bullish view on the current market trend, the cryptocurrency industry is indeed in a trough, and AI has attracted a large number of talents and funds.Reflecting on recent market judgments, he mentioned that he has maintained a correction judgment around $86,000 for the past two months, similar to the judgment that the rebound ended around $84,000 in May. Since calling for a bottom on ETH at $1,450 more than a year ago, there has only been one obvious mistake, and he emphasized that one should grow from mistakes.Yi Lihua believes that most markets do not fit the Buffett-style value investing, and the performance of the cryptocurrency industry in recent years has been the same. He stated, "Patience is the best strategy."

According to Catcher Predict monitoring, the probability of the "Yes" option in the sub-market "Myles Turner: Points O/U 11.5" for the event "Bulls vs. Bucks" on the prediction market Polymarket has experienced significant fluctuations, dropping from 50% an hour ago to the current 33% (a fluctuation of 17%). Please note the impact of related breaking news.

According to a post by Ki Young Ju, founder and CEO of CryptoQuant, on the X platform, the continuous recovery of Bitcoin's hash rate is an "indirect bullish signal" from institutional investors. He pointed out that a higher hash rate means stronger security and better value storage fundamentals, and most publicly listed mining companies are supported by traditional financial institutions (TradFi). Therefore, the rise in hash rate can be seen as institutional recognition of Bitcoin's security and long-term value. Hash rate is an indicator of the computational power of a blockchain network, representing the number of hash calculations that can be completed per second.CryptoQuant data shows that Bitcoin's hash rate has rebounded by about 45% from its summer low, rising from approximately 726 EH/s in July to about 1,050 EH/s on Wednesday. However, the global hash rate is still below the peak of 1,305 EH/s set in October 2025, when Bitcoin's price was above $111,000. On Thursday, when the U.S. stock market opened, Bitcoin's price was approximately $81,843.Publicly listed mining companies are still expanding their production capacity. Nasdaq-listed NIP Group (NIPG) announced a third batch of asset purchase agreements, which will acquire approximately 4.47 EH/s of deployed Bitcoin mining machines. After the transaction is completed, the total hash rate from the three batches is expected to reach 13.85 EH/s. The company currently ranks 16th among publicly listed mining companies with an operational hash rate of 3.11 EH/s, while Bitdeer leads with 79.9 EH/s. On Wednesday, NIPG's stock price fell 6.8% to $6.1, down 86% over the past year; affected by higher-than-expected inflation data, U.S. stocks experienced the most severe sell-off since July, with TeraWulf, Core Scientific, Cipher Mining, and IREN all seeing stock prices drop by about 12%.

According to Catcher Predict monitoring, in the market prediction event on Polymarket for "Dota 2: Dawn Bulls vs. Zero Tenacity (BO3) - EPL Masters Group B", the sub-market "Day End" option "Yes" has experienced a drastic fluctuation in win rate, soaring from 50% an hour ago to the current 91% (a fluctuation of 41%). Please note the impact of related breaking news.

U.S. online brokerage Webull, listed on NASDAQ, plans to open perpetual contract trading to eligible U.S. customers starting in November, with the first products including Bitcoin and other crypto assets, and aims to expand the scope by the end of the year.The related contracts will be listed on the Kalshi exchange, regulated by the U.S. Commodity Futures Trading Commission (CFTC), with clearing handled by Kalshi's clearing agency. Webull users who have been approved for futures trading can trade through their existing futures accounts.

Co-founder Chris Burniske stated that long-term investors should not repeatedly struggle with entering or exiting the market, but should systematically accumulate tokens over time, and not confuse long-term investing with short-term trading. He suggested using his most successful investment targets as a reference, calculating target holdings based on the total supply of network tokens.He gave an example that the total supply of ETH is about 120 million tokens. If one previously held 10 ETH, based on the network holding ratio, the total supply of SOL is about 636 million tokens, corresponding to about 53 tokens; the total supply of TIA is about 1.16 billion tokens, corresponding to about 97 tokens. If one wishes for the TIA network share to reach 10 times the original ETH holding share, approximately 970 TIA would be needed. For ZEC, since its supply is similar to BTC, the ideal BTC holding quantity can be used as a reference for accumulation targets.Regarding the current market, he noted that many crypto assets have fallen 20% to over 40% from their highs, while BTC has dropped less than 10%. He is more inclined to believe that BTC's previous relative resilience has led to significant adjustments in assets with lower risk appetite, making the current situation more like an opportunity in the early stages of a bull market rather than a warning signal of a bull market trap. He also reminded that one should consider the possibility of further price declines, suggesting to invest remaining cash in batches and determine the investment ratio based on the probability of local bottoms at different price levels; even if some preset price levels are not reached and cash remains, it can still be acceptable.

Renowned trader Killa reviewed the weekly trend of Bitcoin, pointing out that last week BTC rebounded 50% after falling from $87,000 to the $80,000 range. After the current weekly opening, the price surged on Monday but continued to face resistance, ultimately sweeping down to about $80,000, the low of the previous week.Currently, the market is mainly "hunting" for long positions, so there is a significant chance that it will start hunting for short positions next week. In the short term, it is crucial to closely monitor whether it sweeps the low of this week at $79,800 again; if it does, look for long opportunities.Killa provided a clear observation framework: if the price does not sweep the lows again, then focus should be on the $83,600 area. If it cannot break through this area, the market will continue to be in a surrender phase of range-bound fluctuations; if it can successfully reverse, then the market will break upwards. He expects that the weekly opening next week will push upwards, forcing late shorts who have recently chased the market to cover their positions. In the worst-case scenario for bulls, BTC could deviate downwards to the $76,000 to $78,000 range. The analyst also clearly stated that he does not believe an extreme situation of sweeping down to $74,000 will occur.

According to Ai Yi's monitoring, in the past month, ZEC has retraced more than 24%, but trader solanadoomer (@Boomer) still maintains a long position and has now become the fourth largest long holder of ZEC.He has gone long on 10,000 ZEC with 10x leverage, with a position value of approximately 11.36 million USD, an opening average price of 1146.86 USD, and a current unrealized loss of about 85,000 USD; at the same time, he has also gone long on 2,000 ETH with 25x leverage, with a position value of approximately 4.82 million USD, an opening average price of 2376.18 USD, and a current unrealized gain of about 68,000 USD.

Bitcoin Magazine cites the views of Jurrien Timmer, the Global Macro Director at Fidelity, stating that Bitcoin may be entering a new bull market.Jurrien Timmer stated: Based on the power law model, a new four-year cycle bull market may have already begun. Currently, there does not seem to be a clear narrative, but bull markets rarely start with a clear narrative.

According to Catcher Predict monitoring, in the market prediction event on Polymarket "Dota 2: Team Synapse vs. Dawn Bulls - DreamLeague Western Europe Closed Qualifiers Playoffs", the "Yes" option in the sub-market "Both sides defeat Roshan" has experienced a sharp fluctuation in winning probability, soaring from 50% an hour ago to the current 90.5% (a fluctuation of 40.5%). Please note the impact of related breaking news.

According to Bitcoin Magazine, crypto investor and YouTuber Lark Davis stated in a video interview with Bitcoin Magazine that although Bitcoin is consolidating in the $80,000 range, the next major cycle is just around the corner. He cited about a dozen on-chain technical indicators, including record whale accumulation and the two-week MACD, to determine that the market bottom has formed at $57,000.Davis believes we are still in the early stages of a new bull market, with opportunities in both Bitcoin and altcoins. He pointed out that Bitcoin dominates the inflow of ETF funds and mentioned the perspective of observing the market by the proportion of ETF inflow relative to market capitalization; he also discussed whether the "four-year cycle has failed," drawing an analogy with the development of gold ETFs to illustrate how ETFs are changing the market structure of Bitcoin.He described this bear market as the shortest and shallowest in history and discussed how traumatic bear market experiences make it difficult for investors to believe that the market will improve. Additionally, he mentioned the regulatory outlook for the U.S. strategic Bitcoin reserves and the Clarity Act, believing that if Bitcoin reserves are written into law, it would add legitimacy to them.

CryptoQuant founder Ki Young Ju posted on X that despite the market's attention on the adjustments to MSCI-related rules, Wall Street analysts remain generally bullish on Strategy. He noted that Citigroup, Barclays, and B. Riley have set target prices for MSTR at $240, $175, and $195 respectively, with an overall upward trend in target prices.He believes that the impact related to MSCI is primarily at the level of capital flow and has already been priced in by the market. He further stated that what is more noteworthy is that the market capitalization of Strategy compared to the net asset value of Bitcoin (mNAV) is about 1 times, the STRC price remains near par value, and the company holds $3.75 billion in reserve funds to cover dividend payments.

According to Bloomberg, the cryptocurrency market is experiencing a tug-of-war between bulls and bears, with analysts still leaning bullish, but the speculative market is shifting towards defense, putting pressure on risk appetite. Bitcoin briefly fell below $80,000 for the first time in nearly a month; affected by the sell-off in the U.S. stock market's AI sector, risk assets retreated, and the bullish sentiment that the cryptocurrency market was trying to rebuild was once again thwarted.Jeff Anderson, head of STS Digital in the U.S., stated that inflation data will "severely impact risk appetite," and the market is entering a quiet period before the Federal Reserve's interest rate meeting, with interest rate expectations still uncertain. Nick Forster, founder of Derive.xyz, mentioned that in the past 24 hours, the market's pricing of Bitcoin's probability of rising to $100,000 before Christmas has decreased by 2.8 percentage points to 9.7%; long-term bullish bets have quickly retreated, short-term hedging demand has surged, and institutions are reassessing macro risk exposure as the interest rate outlook becomes unclear again.

According to Catcher Predict monitoring, in the market prediction event "Dota 2: Lynx vs. Dawn Bulls" on Polymarket, the "Yes" option for the sub-market "Both sides defeat Roshan" has experienced a dramatic fluctuation in win rate, soaring from 50% an hour ago to the current 90.5% (a fluctuation of 40.5%). Please note the impact of related breaking news.