Elon 小马哥
Elon 小马哥
马哥联合社区创始人，香港web3协会会员。2016年有幸认识徐明星徐总后面加入欧易节点，2025年bitget华语交易大赛第一名，希望区块链的各位朋友能一起建设区块链一起为了共同的事业奋斗！
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Catch a rebound
No big problem
DDdD
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Any fans who need help?
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Act boldly and confidently
Go in more
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DDdD
$BTC
#美国9月非农仅增2.9万，失业率升至4.2%
Nonfarm payrolls increased by only 29,000 in September, while the market expected 85,000, nearly three times the difference. The unemployment rate rose from 4.1% to 4.2%, higher than expected. Even worse, August's data was revised down from 162,000 to 133,000, and July's was even more extreme, revised from an increase of 21,000 to a decrease of 10,000. The two months combined saw 60,000 fewer jobs added. Hourly wages rose only 0.1% month-over-month and 3.0% year-over-year, all below expectations.
The labor market is genuinely cooling down this time.
What impact does this have? Let me tell you two points.
First, in the short term, this is definitely a shot in the arm. Employment data is broadly disappointing, so expectations for rate hikes will immediately drop. Previously, the probability of a rate hike in October was around 50%, but now it’s likely to fall below 30%. The dollar weakens, U.S. Treasury yields fall, funding costs ease, and risk assets can catch a breather.
Second, don’t celebrate too early. The market is currently trading on the chain "weak employment → no rate hike → positive for risk assets," but inflation hasn’t truly been suppressed. Oil prices are still hovering around 100, and core PCE remains above 3%. If CPI rebounds later, the Fed could turn around at any time. So this is not a trend reversal, just a short-term easing of pressure.
With data like this, there will definitely be short-term rallies, but don’t get carried away. Weak employment is a fact, but the threshold for Fed rate cuts is still very high. The market is currently caught between "betting on no rate hike" and "fearing inflation rebound."
Be patient and observe.
Don't overthink it
This market
Buy the dip
No problem
DDdD
$BTC
#NEAR生态协议遭攻击致币价下跌近10%
NEAR really had some bad luck here.
Just two days after launching the ETF, the ecosystem got hacked. On October 1st, the cross-chain protocol NEAR Intents in the NEAR ecosystem was confirmed to be attacked. The vulnerability was in the interaction between Omni deposits/withdrawals and the NEAR Intents smart contract, resulting in an immediate loss of 3.8 million USD. The team responded fairly quickly, fixed the vulnerability, and promised full compensation. The underlying network was unaffected and not impacted.
Once the news broke, NEAR's price plunged, dropping nearly 10% at one point, falling below 5 USD. But isn't it strange? Money was still flowing into the ETF, with a cumulative net inflow of 57.7 million USD in the first three trading days after listing. The price was hammered by hackers, but institutional funds did not flee.
What impact does this have?
First, cross-chain and DeFi security issues are never-ending. Previously, the Liquid sidechain lost 4,000 BTC, and now the NEAR ecosystem has been hit again. Users must always be cautious when their funds are in cross-chain protocols. This doesn't mean NEAR Protocol itself has problems, but if any part of the ecosystem collapses, market sentiment will definitely shake.
Second, there is a short-term divergence between ETF funds and the coin price. The ETF is still seeing inflows, indicating institutions are focused on the long-term compliant channel and NEAR's fundamentals, not this 3.8 million USD short-term hack incident. But retail investors seeing the price crash will definitely panic. At times like this, those holding spot should not sell recklessly, and those looking to buy the dip should wait until it stabilizes above 5 USD.
#财报观察员：Micron Raises Guidance, Storage Demand Continues to Strengthen
Micron's earnings report has once again raised the stakes in the storage industry.
Let's look at the numbers first: Q4 revenue was $54.2 billion, earnings per share at 33.42, and a gross margin hitting 87%. These figures are explosive in any industry. But the real kicker is the guidance for next quarter, directly calling for $60 to $63 billion, significantly above market expectations. More importantly, Micron itself said that storage supply and demand in 2027 and 2028 will be tighter than in 2026. Strategic customer contracts increased from 16 to 26, locked in through 2030, covering over 35% of revenue. This is not just optimistic talk; it's backed by solid contracts.
So what impact does this have? I'll tell you two points.
First, hardware costs for miners and AI computing projects should not be expected to drop in the short term. Storage supply and demand are tightening, with HBM and advanced DRAM competing for capacity. Memory and flash used in mining machines and servers will only keep their prices high. Those waiting for hardware price drops to buy in will have to wait longer.
Second, the AI concept projects in the crypto space will accelerate their shakeout. Those that only write white papers and have never touched actual hardware will die off faster. Money will increasingly concentrate on projects with real computing power and practical applications.
The high prosperity in storage essentially means AI infrastructure is voraciously consuming hardware. The more expensive the computing power, the stronger the fundamental logic of Bitcoin as the most original expression of computing power.
What do you think? $BTC