主题:11月18号高级小组实时新闻

作者:1

[第1段]

开始时间: 11:45:04

结束时间: 11:46:20

对话:

Tricia: "Thanks for sharing, Sara"

[第2段]

开始时间: 11:50:04

结束时间: 11:58:20

对话:

Ken: "The macro situation has been changing so quickly. Just a month ago, everyone thought a December rate cut was inevitable"

Jeff: "After the U.S. government resumed liquidity supply, no one expected another black swan event to hit so soon"

Raj: "Thanks, Sara! The news came right on time"

Scott: "What a disastrous week. Bitcoin has fallen for seven straight trading days without resistance"

Ken: "Praying the market reverses soon"

Maria: "The weak labor market and tight monetary policy are hurting everyone"

[第3段]

开始时间: 12:05:04

结束时间: 12:13:20

对话:

Tricia: "At this rate, a December rate cut seems hopeless"

Adel: "Not necessarily. Nothing is set in stone yet"

Ken: "I can't think of any surprise that could suddenly make the Fed change its mind about cutting rates"

Raj: "Maybe Trump will use some ‘special methods'!"

Ken: "Haha, you know what, that's actually possible"

Jeff: "Right now there's a lack of new economic data, and Fed officials are divided"

Maria: "This week, the market will face a series of key economic data releases. That's critical"

[第4段]

开始时间: 12:15:20

结束时间: 12:21:20

对话:

Tricia: "Which ones should we focus on?"

Maria: "Thursday's September non-farm payroll report will definitely trigger major market volatility"

Dale: "The Fed will also release the minutes of its October 28–29 meeting. That will reveal which side Powell is leaning toward"

Jeff: "It's strange that Powell hasn't clearly stated his stance on policy yet. That's unusual"

Scott: "It seems like only Waller and Jefferson have made their views clear. The others are still hesitating"

Raj: "Team Waller!"

Sean: "Gold, U.S. stocks, and crypto are all dropping. Is the financial winter coming?"

Scott: "Facing a potential liquidity crisis, the crypto market is too fragile"

Tricia: "I haven't been following closely. Has the stock market been doing that badly too?"

Maria: "Monday's drop sent a key technical signal for U.S. stocks"

Maria: "Both the S&P 500 and Nasdaq Composite closed below their 50-day moving averages, officially entering a technical bearish structure"

[第5段]

开始时间: 12:21:55

结束时间: 12:23:20

对话:

Scott: "Almost all major indexes have broken key technical support levels"

Dale: "All eyes on Wall Street are now on Nvidia's upcoming earnings report, the market's last hope"

Raj: "Every time Wall Street says that, it never really helps the trend.."

[第6段]

开始时间: 12:25:20

结束时间: 12:46:20

对话:

Jeff: "Just like last month's crypto market, equity hedge funds are now massively deleveraging"

Adel: "Hedge funds with equity-based strategies have sold off too much. There's constant selling with no buyers"

Ken: "Bitcoin has already dropped over 30%, four consecutive weekly declines. Isn't it time to stop falling?"

Dale: "We're very close to the bottom here. You can clearly feel the selling pressure slowing down" {Ken: 👍}

Raj: "What does the mentor think? Should we get ready to buy the dip?"

Dale: "Wait for the mentor's trading signal. The opportunity is coming"

Ken: "Got it. The community has been waiting for this for a long time"

Jeff: "Following past logic, we should look for potential upcoming positives that could trigger a reversal"

Sean: "The Digital Asset Market Structure Bill could play that role. Now that the government is back, it's back on the agenda"

Jeff: "That bill definitely qualifies"

Tricia: "Can it be completed before the end of this year? Only a month and a half left. Sounds hard"

Maria: "Predictions say the final version will come out in February next year. Definitely not this year"

Jeff: "That won't do. We need to find a positive catalyst that could come within the next two weeks"

Scott: "Other than a sudden shift in Fed rate cut expectations, I can't think of any"

Ken: "Let's keep an eye on the headlines and dig together"

Dale: @37@ "The SEC chair promised that under the new market structure, enforcement on crypto will not be relaxed"

Dale: "So the expected benefits for crypto from that bill might need to be lowered"

Sean: "That's bad news"

Scott: "My biggest concern right now is whether Ethereum and Bitcoin treasury companies will face mass liquidations"

Maria: "Data shows some Ethereum-holding firms have already been liquidated. It's inevitable"

Dale: "If Strategy collapses, that would be catastrophic"

Maria: "Most low-quality Bitcoin treasury companies have already sold almost all their Bitcoin reserves"

Raj: "That bad? The scale and speed of the sell-offs are beyond expectations"

Jeff: "Bitcoin's weekly selling pressure now ranges from 1.5 to 3 billion dollars"

Raj: "Terrifying sell pressure. It could trigger a feedback loop. Let's hope there's no panic"

[第7段]

开始时间: 12:49:20

结束时间: 13:14:20

对话:

Scott: "If Strategy is forced to liquidate, the sell-off could last a long time and be even worse"

Ken: "They hold nearly 350,000 Bitcoins!"

Dale: "I believe Strategy will hold out. The strong Bitcoin treasury companies will eventually absorb the weak ones" {Maria: 👍}

Dale: "We've seen many similar cases in traditional finance"

Tricia: "Are institutional entry costs that high? Why are they liquidating when prices only fell to 90,000?"

Sean: "Because most treasury strategies started this year, with an average cost above 110,000"

Tricia: "Luckily, Strategy started early, buying in at the beginning of 2024"

Raj: "But the latest data shows institutions overall are still holding and even adding positions"

Dale: "What's Strategy's cost basis? I think they'll do everything to prevent Bitcoin from dropping to that level"

Scott: "Around 74,500, still far away"

Ken: "Then it's not a big deal. As long as Strategy holds, the market won't collapse"

Maria: "BitMine's Ethereum holdings are already heavily underwater. That's a big risk"

Raj: "If Ethereum suddenly crashes, it must be BitMine dumping. That could be a chance"

Jeff: "Honestly, that'd be like free money if we can time it right"

Scott: "Guys, breaking news—Robinhood just launched its second batch of tokenized stocks, including nearly 100 new ones"

Dale: "Tokenized securities are expanding that fast?"

Sean: "Looks like the pilot program went really well"

Maria: "Tech giants like Apple, Microsoft, and Tesla are very popular in the crypto market, with trading volumes higher than expected"

Raj: "I even saw they're offering pre-IPO shares. That's interesting"

Maria: "Huge demand for SpaceX and OpenAI"

Dale: "They're offering maximum perks. The first month of trading is completely fee-free, attracting tons of users to try tokenized stock trading" {Scott: 👍}

Dale: @68@ "Hopefully, this will help stimulate the current weak crypto market"

Scott: "I actually worry it might reduce liquidity for native crypto tokens"

[第8段]

开始时间: 13:14:50

结束时间: 13:41:20

对话:

Ken: "I've had the same concern"

Adel: "I don't get it. This is obviously a good thing. Why would you think otherwise?"

Scott: "It could draw Bitcoin investors toward stock tokens instead, draining liquidity from crypto"

Dale: "Tokenized securities are aimed at traditional investors outside of crypto"

Raj: "Exactly. People already in crypto aren't suddenly switching to stocks"

Jeff: "Their funds won't move out. In fact, funds from traditional investors will gradually flow into the crypto industry"

Sean: "Either way, whether or not it diverts Bitcoin liquidity, it's still a net inflow for the whole crypto sector"

Tricia: "That's a great point. We need to think bigger picture"

Dale: "This is a golden opportunity for the crypto industry to integrate with traditional finance"

Scott: "Tokenized stock trading for companies like Strategy has already launched, right?"

Dale: "Yes, they were among the first batch of pilot tokenization projects"

Adel: "Gemini and Robinhood are now battling for dominance in the tokenized securities market"

Maria: "Gemini handles the European side, so it doesn't conflict with Robinhood"

Jeff: "Robinhood already has a huge lead in the domestic market. It's hard to find a strong competitor here"

Ken: @89@ "Do Europeans even trade crypto that much? It won't take off over there"

Maria: "In the past two months of tokenized securities trials, Europe's total trading volume was only about one-tenth of ours"

Raj: "No idea why, but they just seem much less interested in crypto trading"

Dale: "The U.K. is fine, but France and Germany are pretty bad"

Sean: @93@ "Compared to us, they lack government policy support, so naturally it's less attractive than traditional financial markets"

Raj: "Our investor trading atmosphere is amazing!"

Scott: "Robinhood's real competitors now are Coinbase and BlackRock, who are also getting into this space"

Adel: "The SEC hasn't approved either of them for tokenization rights yet, so Robinhood's lead is solid"

Raj: "Hopefully Robinhood's business succeeds and brings traditional and crypto finance even closer together" {Ken:👍}