币富迪迪

Welcome everyone to join my chat room, click the yellow text 'Chat Room' or scan the image to enter! 聊天室

🎉New Year's Eve is here, blessings abound!
🧧 As we bid farewell to the old and welcome the new, may blessings fill your home～
Thank you for your trust and companionship, warmth is always present💫
Wishing you and your family:
🌈 Joy always by your side
🌱 Good fortune in abundance
🧨 Happiness doubled
Happy New Year's Eve, may your happiness be everlasting～✨

【Financial Breakfast | February 11, 2026】
1. The S&P 500 and Nasdaq have pulled back, while the Dow has reached a new high; wealth management stocks have collectively plummeted, raising concerns about the industry outlook due to new AI tools; the offshore yuan has risen above 6.91 in intraday trading for the first time in nearly three years.
2. U.S. retail sales in December unexpectedly stagnated, with weak consumer spending as the holiday season comes to an end.
3. Trump is expected to hold a second round of talks with Iran next week, stating that "Iran will not possess nuclear weapons or missiles"; if U.S.-Iran negotiations fail, another aircraft carrier strike group may be dispatched to the Middle East.
4. The People's Bank of China’s monetary policy implementation report for the fourth quarter: continue to effectively implement a moderately loose monetary policy and regularly conduct operations in government bond trading; adjustments in residents' asset allocation do not indicate significant changes in liquidity; prices are showing positive marginal changes, and coordination between monetary policy and fiscal policy will continue to strengthen.
5. ByteDance has launched a new model, Seedream 5.0 Preview, competing with Google's Nano Banana Pro.
6. Alibaba has released the RynnBrain robot large model, giving robots a "thinking brain" and outperforming Google’s Nvidia in evaluations.
7. The AI spending boom continues, with TSMC's sales in January soaring 36.8% year-on-year.
8. SMIC's net profit in Q4 was 1.22 billion yuan, an increase of 23.2% year-on-year, with 2026 capital expenditures expected to remain flat compared to 2025.
9. AI panic "infection": Altruist's new tool has scared wealth management stocks, with Charles Schwab dropping over 9% during trading.
10. Alphabet's century-old pound bond subscription multiple exceeded 7 times, raising nearly $32 billion in debt across multiple markets, with the first issuance of Swiss franc bonds.
11. Musk x AI loses another key player as co-founder Wu Yuhua announces departure.
12. Reminder: On Wednesday, China will release January CPI and PPI; the U.S. will also announce the January non-farm payroll report, which includes revisions to the annual employment data up to March 2025.

【Financial Breakfast | February 10, 2026】
1. Technology stocks pushed the S&P 500 index close to record highs, with Microsoft rising over 3% and Oracle nearly 10%; the yen rose over 1% during the day to reverse six consecutive declines; the offshore yuan surged past 6.92 against the dollar at one point; gold climbed back above $5000, and silver rose nearly 9% during the session.
2. Dada: Building a modern socialist country relies crucially on technological self-reliance and strength.
3. Ahead of the important non-farm payroll report, the White House issued a 'preventive shot': Hassett hinted that employment growth would be below expectations.
4. After receiving full support from the cabinet, UK Prime Minister Starmer's governance crisis has temporarily eased.
5. The US advises American merchant ships to stay away from Iranian territorial waters.
6. Japanese Prime Minister Kato Sanna: We will not issue deficit bonds to fund consumption tax reductions.
7. The Shanghai and Shenzhen Stock Exchanges are optimizing refinancing reviews for high-quality listed companies to support innovative development.
8. Reports state that due to strong subscription demand, Alphabet's dollar bond fundraising is expected to reach $20 billion; it also plans to issue a 100-year pound bond, the first for technology companies in nearly 30 years.
9. Altman: ChatGPT growth 'has recovered to over 10%', plans to launch a new model this week.
10. The EU antitrust lawsuit against Meta: plans to force WhatsApp to open up and strictly prohibit blocking third-party AI competitors.

【Financial Breakfast | February 9, 2026】
1. Last Friday, buying on dips drove a major rebound in US stocks, with the Dow Jones breaking 50,000 points for the first time, Nvidia soaring 7%, and gold and silver experiencing a V-shaped rise, while Bitcoin rose by 11%.
2. The results of the Japanese House of Representatives election have been announced, with the ruling coalition formed by the Liberal Democratic Party and the Japan Innovation Party securing a majority of seats.
3. Zelensky: The US hopes for a peace agreement between Russia and Ukraine before June.
4. China's central bank has increased its gold reserves for the fifteenth consecutive month, with a month-on-month increase of 40,000 ounces in January, slightly accelerating the pace of accumulation.
5. Our country successfully launched a type of reusable experimental spacecraft, and commercial spaceflight is expected to enter a normalized stage of high-frequency launches.
6. Goldman Sachs teams up with Anthropic to achieve full automation in accounting and compliance, affecting 12,000 developers and thousands of operations. Investors are eager to increase their stakes, with Anthropic's new funding round expected to double, reaching a valuation of $350 billion.
7. OpenClaw has gained popularity, ushering in the era of personal AI agents.
8. The "big three storage giants" are signing "unprecedented" supply contracts: pricing after settlement, ultra-short-term contracts!
9. Epstein once helped the Rothschild family "settle" a deal with the U.S. Department of Justice, profiting $25 million.

$ETH Fun fun, thank you Ethereum for letting me experience the joy of manual grid trading, instant order closing, it's so refreshing!

It's coming, if the spot price drops a bit more, we can consider building the initial position.

Comparison of the October 11 Incident and Today's Market!
Amidst a global financial market crash, the cryptocurrency market saw over 2.7 billion in liquidations within 24 hours, with BTC dropping over 22,000 points in that same timeframe. The platform with the highest liquidation amount was Bybit, while Binance ranked third.
In comparison to the night of October 11, 2025, BTC also experienced a fluctuation of over 22,000 points on that day, but the liquidation amount reached over 19 billion. This comparison highlights how much the blood of retail investors in the crypto space has been drained, which is a terrifying reality!

📌Rhythm 2.6 Focus
🔴Global risk markets dive again, Bitcoin falls to the $60,000 mark, silver plummets 9.00% in a day
🟠Bitcoin rebounds nearly 10% from this morning's low, market gets some breathing room
🟡Strategy 2025 Q4 net loss of $12.4 billion, total fundraising of $25.3 billion for the year
🟢Strategy's unrealized loss once expanded to $10.16 billion, setting a new historical high
🔵How are the three major bullish stocks doing? Strategy, BitMine, and Trend Research combined have an unrealized loss exceeding $15 billion

I woke up and the sky fell!!

【Financial Breakfast | February 6, 2026】
1. AI panic spreads, employment data is weak, the three major U.S. stock indexes fell over 1%, silver plummeted 19%, Bitcoin crashed, U.S. bonds rose, and Chinese concept stocks rose against the trend.
2. U.S. December JOLTS job openings hit a five-year low, far below expectations. U.S. Challenger Companies cut 108,000 jobs in January, the highest for the same period since 2009, a month-on-month surge of 205%.
3. The European Central Bank has held steady for the fifth consecutive time.
4. The Bank of England has held steady, maintaining the interest rate at 3.75%, with a 5 to 4 vote signaling a strong indication of rate cuts.
5. Bitcoin faces a bloodbath! It plummeted 12% to $63,000, over 400,000 people were liquidated, and the market fell into a "crisis of confidence."
6. Under election uncertainty, Japan's 30-year government bond auction "stabilizes the market."
7. Will Chinese leaders visit the U.S. by the end of this year? The Chinese Ministry of Foreign Affairs responds.
8. Spending on AI surpasses Google, Amazon's expenditure guidance of 200 billion this year unexpectedly skyrockets, dropping over 10% after hours.
9. Due to a shortage of storage chips, Nvidia will delay the release of new gaming chips.
10. Anthropic releases a financial research AI model, Reuters drops over 8.5%, FactSet once fell 10%. OpenAI launches GPT-5.3-Codex, calling it the strongest programming agent to date. OpenAI launches Frontier, targeting enterprise-level agent automation.
11. Multiple Chinese payment institutions have accessed a unified cross-border QR code gateway, supporting more overseas wallets for domestic use.
12. Strong demand for AI, Foxconn's January sales reached 7300.4 billion TWD, a year-on-year increase of 35.5%.
13. Meituan: plans to acquire Dingdong Maicai for $717 million.

$BTC no faith left as it continues to drop

If this kind of order, $BTC , is not an Ant warehouse or a hedge order, it can definitely achieve greatness!

Are the great ones who go long above $ETH 3500 doing well?

【Financial Breakfast | February 5, 2026】
1. The leader had a phone call with U.S. President Trump.
2. The leader held a video meeting with Russian President Putin.
3. The People's Bank of China: Focus on supporting the expansion of domestic demand, technological innovation, and key areas such as small and micro enterprises.
4. Employment slowed significantly; U.S. ADP employment increased by 22,000 in January, below the expected 45,000.
5. The U.S. ISM services index hit a new high since 2024 in January, with little job expansion and rising price index.
6. Bessenet hearing "Mars is on fire": denied that tariffs caused inflation, reiterated a strong dollar, held the Federal Reserve accountable, and was criticized as a Trump lackey.
7. The U.S. Treasury maintains the size of bond issuance unchanged, with no increase in the issuance of medium- and long-term bonds in the coming quarters.
8. The U.S. resumes the U.S.-Iran negotiations originally scheduled for the 6th, after previous plans were on the verge of collapse.
9. Nasdaq plans to introduce new rules for "Fast Inclusion" to address large IPOs like SpaceX.
10. Google All in AI: Q4 cloud revenue surged by 48%, with this year's spending guidance nearly doubling expectations, causing a huge shock after hours.
11. Weight loss drug sales exploded, Eli Lilly's Q4 revenue increased by 43% year-on-year, and net profit grew by 50%, with 2026 revenue guidance of $80 billion to $83 billion.
12. Novo Nordisk's European stock plummeted by 18%, with the CEO admitting: facing "unprecedented pricing pressure" in 2026.
13. Musk's team inspects the photovoltaic industry chain, with A-share listed companies responding intensively.
14. Report: Zhongcai Futures shorted silver prices before a recent collapse, profiting over $500 million.
15. Reminder: The minutes of the Federal Reserve's December policy meeting will be released at 12:00 AM Beijing time on Thursday.

【Financial Breakfast | February 4, 2026】
1. Anthropic's new tool triggered a sell-off in software stocks, with the Nasdaq closing down 1.4%; bargain buying drove a strong rebound in gold and silver, with spot gold briefly returning above $5000, and spot silver rising over 7%.
2. The U.S. House of Representatives approved a government funding bill that will end the partial shutdown.
3. U.S. stocks erupted in AI panic! Anthropic's new tool triggered a sell-off in software stocks, with Reuters reporting a drop of over 20% at one point. Private equity giant Apollo warned: "Software is dead," as AI reshapes the valuation logic of $440 billion.
4. The Central Government and the State Council issued opinions on anchoring agricultural and rural modernization and solidly promoting comprehensive rural revitalization.
5. The China Nonferrous Metals Industry Association: Research to include "copper concentrate" in the national reserves.
6. Tax rumors "suddenly" hit Hong Kong stocks! Institutions interpret: excessive extrapolation, very low credibility.
7. Federal Reserve Governor Milan: This year, we need to cut interest rates by more than 100 basis points, looking forward to how Waller performs next.
8. Reports say an Iranian gunboat approached a U.S.-flagged tanker, and a U.S. drone near a U.S. aircraft carrier was shot down, causing crude oil to surge.
9. AMD's Q4 data center revenue surged nearly 40% to a record, but Q1 revenue guidance was not explosive enough, leading to a drop of over 7% in after-hours trading.
10. NVIDIA's Jensen Huang denied rumors of a deal change with OpenAI: Everything is progressing as planned.
11. Novo Nordisk expects sales to drop 13% in 2026, a larger-than-expected decline, with U.S. stocks falling over 10% during the day.
12. Reminder: The U.S. January ADP employment report and January ISM non-manufacturing index will be released on Wednesday.

Binance has resolved the withdrawal issue

PANews reported on February 3 that Binance stated it has identified and fixed the withdrawal problem. Previously, there were reports that Binance: the withdrawal function encountered a technical issue, and the team had started to fix it.

【Financial Breakfast | February 3, 2026】
1. U.S. stocks rebound, SanDisk rises 15%, NVIDIA falls nearly 3%; metals and crude oil plunge during the session, spot gold once dropped 10%, later narrowing more than half of the decline, crude oil closed down over 4%.
2. The U.S. January ISM manufacturing index rises to 52.6, significantly exceeding expectations, reaching the highest level since February 2022.
3. The U.S. government shutdown delays key data again, with the December JOLTS job openings report on Tuesday and the non-farm payroll report on Friday rescheduled for release.
4. Trump: The U.S. and India reached a trade agreement, reducing India's reciprocal tariffs from 25% to 18%, Modi agrees to stop purchasing Russian oil.
5. Report: Trump plans to invest $12 billion to reserve key minerals, U.S. antimony stocks rise over 7%.
6. Hassett: Nominating Waller as Fed chairman is “the right time with the right person,” the Fed's balance sheet should be “as streamlined as possible.”
7. Reports say the U.S. presidential envoy met with the Iranian foreign minister on Friday, Iran emphasizes the core demand of U.S.-Iran nuclear talks: lifting sanctions.
8. Li Qiang: Utilize artificial intelligence technology to reshape the entire production and manufacturing chain, comprehensively promote the construction of a new energy system.
9. China's January RatingDog manufacturing PMI rises to a three-month high of 50.3, sales prices increase for the first time in 14 months.
10. Oracle launches a $25 billion bond issuance, intending to raise funds in eight parts, fully sprinting towards cloud infrastructure.
11. SpaceX memorandum confirms merger with xAI; Tesla's third-generation humanoid robot Optimus Q1 debuts, targeting an annual production of one million units; Musk: Major breakthrough in lithium batteries, Tesla achieves large-scale production of dry electrode batteries.
12. Palantir Q4 revenue exceeds expectations by 70% year-on-year, full-year guidance for 2026 significantly exceeds expectations, after-hours trading rose over 8%.
13. NXP Q4 revenue and Q1 guidance both slightly exceed expectations, but Q4 automotive business lags behind, stock price fell over 6% in after-hours trading.
14. Media reports that OpenAI is dissatisfied with the inference performance of NVIDIA chips, starting to look for alternatives last year.
15. Reminder: The Reserve Bank of Australia will announce its interest rate decision on Tuesday, expected to raise rates by 25 basis points.

📌Rhythm 2.2 Focus
🔴This Week's Macroeconomic Outlook: Non-Farm Data Hits Hard, Precious Metals Trends May Affect Fund Flow
🟠Bitcoin's Downtrend Continues, Once Again Approaching the Lowest Price of 2025
🟡Gold, Silver, and Oil Stocks All Fell on Monday, Market Sentiment Turns Cautious
🟢Binance Contract Real Profit Ranking Two: The Market Has Not Reached Its End, But Risk Control Must Be Cautious
🔵Bitmine Ethereum Position Loss Once Expanded to 6.9 Billion Dollars