
Orbit: Crypto Community Feed
$SLX surges! It's still not the time to short it!
$SLX 今天大涨,现在看数据的话,应该有很多的空头进去了。 但是我并不很看好这些空头,因为这个币可能还要再涨。 我看了一下这个币的数据,目前这个位置应该是处于半山腰的位置,而且不是靠顶部的半山腰。 这个位置空进去,很有可能要蒙受巨大的亏损。 这个位置真的不是很能空。 —————————————————— 我们看一下它的合约数据。 可以发现,它的合约多空比在今天四点才开始见顶,而它的合约持仓量在昨天下午就已经开始上涨了。 这说明,在昨天下午就已经有很多多头进来做多了。 也侧面说明,$SLX 这次的上涨绝对不是心血来潮,是有准备的。 我们再看一下它的资金费率。 它的资金费率居然是正很多,这就是一个比较奇怪的现象。 因为这个币上了现货,如果我这个时候去做空合约,同时买入现货。 那我是可以有一个年化四五十个点的低风险利润。 这是很奇怪的一件事情,因为想要赚这个利润非常简单。 市场居然有这么好赚钱的机会? 我仔细思考了一下,我认为这可能是一场大型的出货。 现在其实是没有多少散户愿意去买这种现货的,所以他们可能需要靠这种套利盘去出货。 现在做空它的人越多,其实买入它现货的人也就越多。 那庄家不就
Brothers.
Let me ask seriously.
If I tell you now.
CORE will be $10 in one year.
But during this year.
It will still drop another 50%.
Can you still hold on? $CORE #交易之声:你的经验值得被听到 #伊朗阿曼通航协议遇阻,油价风险再升温 #波动雷达:币种异动观察
Snapshot at 08 Aug 2026, 06:32
Valuations plummet, a wave of project closures arrives, what exactly is happening in the crypto industry?
如果只看价格和现状,今天的加密市场很容易让人感到悲观,甚至被唾弃。 哪怕比特币在过去一年刷新了历史高点,现货ETF也持续吸引机构资金流入,以及越来越多传统金融机构开始布局数字资产。$BTC 而另一边,大部分项目却深陷下跌,不少项目不仅抹去了上轮牛市的全部涨幅,甚至已跌回2020年牛市启动前的价格。 与此同时,市场讨论度持续降温,越来越多人选择离开行业,于是人们开始怀疑,加密行业是否已进入长期衰退? 这种看似矛盾的现象,恰恰说明今天的市场并不能简单用牛市或熊市来定义。真正发生变化的,不只是价格,而是整个行业的运行逻辑。 过去十多年,加密行业依靠流动性和叙事实现了高速扩张,一个热门概念就能撑起惊人估值。 但随着流动性回归理性,机构资金逐渐成为市场参与者,这套估值体系正在快速瓦解。 市场开始重新关注一个最基本的问题:一个项目究竟创造了什么价值? 如果一定要用一句话概括今天的加密市场,我更愿意把它定义为,这轮周期淘汰的不是行业,而是过去十年依赖流动性、叙事和融资驱动增长的一套旧逻辑。 理解这一点,或许比预测下一轮牛市何时到来更加重要。 01 历史轮回,互联网泡沫破裂时刻 很多人习惯把今天的加
Orbit Media Partner
Controversial EIP-8361
若提案通过,以太坊会从“质押越多,发行越多”的过去,演变为“质押达到一定规模后,质押越多,发行反而越少”的未来。#以太坊草案EIP-8363引争议 $ETH
陶朱,金色财经 摘要:近期,包括以太坊基金会研究员Justin Drake在内的6位作者提交了一份最新以太坊改进提案EIP-8361,拟在ETH质押比例达到约50%时,将验证者的共识层发行收益降至零。提案者认为,此举能够降低ETH供应稀释,强化ETH的货币属性。但Aave创始人Stani等业内人士对此表示担忧。 一、以太坊改进提案EIP-8361概览 这份提案的核心,是随着 ETH 质押率不断上升,逐渐提高对质押收益的“销毁比例”,最终在约 50% ETH 质押时,将验证者发行收益全部抵消。换句话说,质押越多,那么新发行的ETH被销毁得越多,进而质押收益率越低,超过约 50% 质押率后,ETH 的发行机制不再鼓励继续增加质押。 该提案探讨的实际上是ETH质押率有没有必要无限上升的问题。 需要注意的是,这不是禁止超过50%的ETH参与质押,而是取消超过这一比例后的额外发行激励。提案同时设计了约18个月的过渡期,以逐步降低验证者的实

$BICO I plan to start interpreting the crypto market, this stupid market, from today as a graduate student in economics from a 985 university. Today's first lesson is bico. All my profits were wiped out by this coin. If we analyze it using market mechanisms, it belongs to a complete monopoly market. The whales hold most of the circulating supply of this coin, so they also have corresponding pricing power. We don't know the marginal cost for them to pump or dump this coin, but I guess it's very low. When their marginal profit exceeds the marginal cost, I think the coin's rally is just the beginning.
#存储股财报后下挫,AI内存牛市还稳吗? #联储鹰派信号升温,弱就业能否压过通胀? #财报观察员:解禁后反涨,SpaceX后续怎么看?



No. 29 Top Trader by 90D PnL
$SPCX went crazy short squeeze last night! Soared 16%! And with volume!
I stopped shorting below 110 and reversed to place a long order, predicting such a short squeeze would happen, but the long order didn't fill. From the market perspective, this rebound won't end so quickly; the 135 issuance price will definitely be broken, the 150 opening price might be touched, and the 175 extra unlocking condition price (already invalid) is probably hard to reach. I think 135 for $SPCX is already too expensive.
I hope it pulls up more this wave so I can short again. I've made over $100,000 on $SPCX, thanks to Musk, but lost 50,000 in storage. Storage seems to be oscillating and unloading; the main force hasn't pushed the price beyond key levels nor dropped below them. But as time passes, it's unfavorable for cyclical stocks. I've already opened a short position, with floating profits and losses jumping back and forth $SNDK $MU

Snapshot at 08 Aug 2026, 08:16
Circle has big problems; Arc has on-chain opportunities
Circle这份财报能看:
Circle 2026年Q2营收同比增长6.57%至7.01亿美元,但低于市场预期;净利润同比大增110%至4822.10万美元并超预期,受USDC流通量增长和非利息收入改善推动,盈利能力显著修复。 USDC还在增长。公司也重新赚钱了。 可环比数据已经露出疲态。降息又会继续压低收入。 眼下的Circle,仍然是一只高波动的利息股。 9月16日上线的Arc主网,才是Circle争取第二次定价的机会。
财报没有爆雷,但增长已经慢下来了 Circle二季度总收入及储备收入为7.01亿美元,同比增长7%。 净利润4821万美元。 摊薄后每股收益0.18美元。 调整后EBITDA为1.43亿美元,同比增长8%。 单看同比,没什么大问题。 USDC季度末流通量达到733亿美元,同比增长19%。 链上交易量达到14.8万亿美元,同比增长151%。 这些数字都很大。 但把二季度和一季度放在一起,情况就没那么漂亮了。 一季度USDC流通量是770亿美元。 二季度降到了733亿美元。 Circle本季度铸造了830亿美元USDC,赎回了870亿美元。 净流出40亿美元。 链

A structural check on the crypto market after the non-farm payrolls. $BTC basically stayed flat around 64500 in the past 24 hours, with funding rates maintaining a mild positive value and open interest remaining low, indicating that this wave neither saw long positions adding leverage nor panic deleveraging, just low volume and cautious observation. Liquidations are still hitting shorts more, the short squeeze structure remains, but the volume can't support a trend. Coinbase is trading at a slight discount to Binance, showing that US funds are not aggressively accumulating. In short: the data tells you the market is waiting for the next macro variable, not choosing a direction. Watch the positions, don't be fooled by a single candlestick.
Nothing feels worse than getting stopped out at the exact top… only to watch price come straight back to your entry. 😩
Just woke up, checked my position, and honestly felt disgusted.
I got stopped out near the highest point of the move. And now?
$ETH is basically back where it started.
The loss wasn’t even that big, but that’s not the point. It’s the timing that hurts. 😂
I was so annoyed I literally turned over in bed thinking, “How am I getting stopped out at both the lows and the highs every single day?”
The market just keeps going up… then down… then right back to where it started.
And these few hours overnight have been especially boring.
$ETH still hasn’t managed to break above $1,920, although it briefly wicked up to $1,929 like it was about to explode.
But zoom out and it’s basically just chopping between $1,890–$1,930.
No real breakout. No real breakdown. Just volatility designed to make both sides uncomfortable.
For now, my levels are simple:
🔹 Longs: If ETH breaks below $1,890, I’d consider cutting the position.
🔹 Shorts: $1,936 is the key level I’m watching on the upside.
And it’s the weekend, so liquidity is thin. That probably explains some of these ridiculous wicks.
Altcoins are doing the same thing too—pump a little, then give back almost the exact same amount.
Maybe the market isn’t trying to choose a direction yet.
Maybe it’s just trying to stop everyone out first. 😅
Who else keeps getting wicked out right before the market reverses?
#DailyOrbit
Brothers, MMT rose 12.79% today, currently priced at $0.1940, rebounding from the $0.16-$0.17 support zone. The contract funding rate remains negative, short positions have high holding costs, leaving room for a short squeeze. However, the total supply is 1 billion tokens, with only 20.4% currently circulating; FDV is nearly 5 times the market cap, and a new unlocking round is scheduled for September 4.
Key levels: Resistance at $0.188-$0.195 (breakout targets $0.202-$0.206), $0.22; Support at $0.1815 (if broken, look for $0.16-$0.165).
$0.202 is the recent dividing line between bulls and bears. With 80% of tokens not circulating, quick in and out is the bottom line.
Personal market analysis and information compilation, not investment advice.
$BTC $ETH $MMT
#SepHikeOddsFallHawks #AIMemoryBullContinues #SpaceXUnlockRebound



