还是那个王先生
还是那个王先生
星球创作者📝 | 合约爆仓常客💥 | 多币种持有者💎 | 无情交易员❄️
480Following
1.3Kfollowers
Feed
Feed
SpaceX ($SPCX) will release its first full quarterly report after going public on October 20 after market close. Wall Street expects revenue of about $12.9 billion and EPS of $0.14, turning positive year-over-year. But the market is really focused not on this quarter's numbers, but on two things: whether Starlink can continue to sustain profits, and how far Starship is from "catching the spacecraft."
Starlink's revenue last quarter was $4.3 billion, with subscription users reaching 12 million, a record net increase of 1.7 million in a single quarter, but ARPU dropped from $85 to $66. Growth relies on low-price market penetration; whether profits can keep up will be tested this quarter.
On the Starship side, the 14th flight just completed its first orbit and deployed 26 V3 satellites, but whether the 15th flight can use the launch tower's mechanical arm to "catch" the spacecraft is the key step Elon Musk referred to as "complete recovery of an orbital-class rocket." Evercore believes reuse could be proven within the next few flights without waiting for thousands of launches, but Morgan Stanley warns that the first few V3 test flights had engine issues, so the 15th flight may not dare to attempt recovery directly.
$BTC is unrelated to this wave of AI aerospace narratives and remains around 80,000, pressured by inflation and interest rate expectations, each going their own way.
#SpaceX上市后首份完整季度财报将揭晓
Mr. Wang talks about coins|2026.10.17
Today's key focus: $BTC, $DOGE, $OKB ① $BTC | Current price 81647, yesterday's low hit 80809, then slowly climbed back to around 81647 early this morning. After such a long drop, it's indeed rough. Trading volume 5218 coins, trading amount 427 million. STOCHRSI is around 82, relatively high. Price has retaken the BOLL middle band at 81548, which is a bit of a breather. I see the 80000 integer level still holding, short-term drop is limited. Today, watch for buying opportunities around 81000-81200, with a stop loss at 80000. Upside target is 82500-83000. ② $DOGE | Current price 0.08056, yesterday's high was 0.08288, low dropped to 0.07936, now back to 0.08056, fluctuating with the market. Trading volume 363 million coins, trading amount 29.45 million. STOCHRSI is around 87, relatively high. Price is hovering near the BOLL middle band at 0.08035. This coin has recently seen capital outflow, sellers dominating. I see strong support at 0.08; if it falls but doesn't break 0.0795, I will lightly buy to test. Stop loss set directly at 0.078, upside target at 0.083. ③ $OKB | Current price 117.76, yesterday's low was 115.7, today slowly climbed back to 117.7, with shrinking volume and oscillation. STOCHRSI not shown, but K-line trend shows steady small steps upward. Previously dropped from over 130, now in oversold recovery.
Today's comment Q: Before getting back in, which confirmation signal do you value the most?
My answer: A volume contraction pullback that doesn't break down.
Just this one. I don't really trust other signals like golden crosses or volume breakouts.
The biggest fear when getting back in is chasing a high. You just sold too early, feel anxious, see a bullish candle, and can't resist jumping in, only to catch the top before a pullback. I've done this too many times.
So now I wait for one action: the price returns near where I sold before, or to some key support, then volume shrinks and it stops falling. Only then do I feel that those wanting to sell have mostly sold, and those willing to buy remain. If the pullback still happens with high volume selling downwards, it means selling pressure isn't over, so I keep waiting.
It's the same with $BTC. After a big rise, I don't chase. I wait for a pullback confirmation, volume contraction, sideways movement, then consider entering. I'd rather earn less than get stuck at the peak again.
In short, getting back in isn't about who acts fastest, but who can hold their patience.
What signals do you look for when getting back in? Let's chat in the comments.👇#交易之声：你的经验值得被听到
Mr. Wang Talks Crypto | 2026.10.16
Today's Highlights: BTC is consolidating around 82.5k, ETH rebounded to 2,459, SOL returned to 105. Chainalysis says the U.S. will become a net inflow country for Bitcoin for the first time in 2026, indicating a shift in capital flow. $BTC Current BTC price is 82,512, up 0.11%, rebounded from 79,775 to 82,642. Chainalysis report states the U.S. will be a net inflow country for Bitcoin in 2026, signaling a shift in national-level capital flow. Resistance above at 82,596, support below at 82,111. Those looking to enter should wait for a pullback near 82,000 before moving, and exit if it breaks below 81,500. 📈 RSI6 reached 68, recovering well from oversold territory, but it's a bit hot short-term, wait for a correction before entering. $ETH Current ETH price is 2,459, up 0.75%, rebounded from 2,317 to 2,468. Charles Schwab manages $13.33 trillion in client assets and has launched Bitcoin and Ethereum trading, opening a channel for traditional brokerage giants. Resistance above at 2,467, support below at 2,441. Those looking to enter should wait for a pullback near 2,420 before moving, and exit if it breaks below 2,380. 😴 RSI6 is at 54, a neutral position; institutional channels are a long-term positive, wait for a pullback before entering. $SOL Current SOL price is 105.89, down 0.18%, rebounded from 100.56 to 106.54. Also affected by the news of Charles Schwab launching crypto trading.
The US September PPI exploded, year-on-year at 6.3%, while the market expected only 5.3%. The month-on-month 1.3% is more than double the expectation, and the core PPI also fully exceeded expectations. Coupled with the previous CPI surge to 3.7%, it's like two consecutive heavy meals—there's no sign of inflation cooling down.
As soon as the data came out, the probability of a rate hike in October jumped directly from 22% to 51%. Officials now say "not urgent" verbally, but the divergence is obvious. Harker said rates are still not restrictive enough, and inflation thinking is solidifying; Daly and Goolsbee say it's not urgent, but they haven't ruled it out either.
The real star is Waller. At 11:30 Beijing time on October 16, he will have a dialogue in Bangkok with IMF Managing Director Georgieva. This is his last public appearance before the October FOMC blackout period. The market is waiting for this one sentence—if he emphasizes that inflation is spreading and action is needed, the expectation for an October rate hike will immediately return; if he says to wait and see, the expectation of a pause will be confirmed.
$BTC here is suffocated by the inflation data, dropping from 84,000 all the way down below 81,000, falling more than 3% in 24 hours, with over 180,000 liquidations across the market. As rate hike expectations heat up, US Treasury yields surge, and zero-yield assets are the first to get hit. Whether the 80,000 level can hold depends on what Waller says tonight.
#美国CPI与PPI双超预期，年内能否再加息？
TSMC's Q3 earnings exploded. Revenue reached 1.49 trillion New Taiwan Dollars, up 50.9% year-over-year; net profit was 763 billion, up 68.7% year-over-year, marking the sixth consecutive quarter of record highs and fully exceeding expectations. Gross margin was 66.4%, net margin 51.1%, placing this profitability at a ceiling level in the global manufacturing industry.
The process structure is the most convincing. 2nm just started mass production and already contributed 8% of wafer revenue, 3nm accounted for 33%, 5nm 28%, and 7nm and below advanced processes combined accounted for 79%. AI chip demand is the core driver; Wei Zhejia directly stated at the earnings call that "all AI customers are cooperating with TSMC," whether it's GPUs or proxy AI CPUs, advanced processes are indispensable. TSMC $TSM has raised its capital expenditure to a record $64 billion this year, with market expectations for 2027 further revised upward to $85 to $90 billion.
$BTC tells a completely different story. US September CPI exceeded expectations, reigniting rate hike concerns, and $BTC was hammered from around 84,000 down below 81,000, dropping more than 3% in 24 hours, with over 180,000 liquidations across the market. The short-term support at 81,500 has already broken, with 80,000 as a hard support level below. Despite TSMC's strong AI-driven performance, funds will not flow into crypto; macro pressure remains the dominant factor for $BTC currently.
#台积电Q3净利润超预期，盈利创历史新高
