1. Reports indicate that Hezbollah has dispatched 2,000 armed personnel to the Qusayr region near Homs to strengthen defenses against the advancing Syrian rebels, while Russia's base in Syria is threatened by the advancing insurgents
2. Ethereum $ETH ETF saw an inflow of $428 million on Thursday, the largest single-day inflow in history, so is the era of #ETH🔥🔥🔥🔥 just beginning? (Figure 1)
3. There is a saying in the industry: once quantum computers reach 10,000 Qbi, they can crack SHA-256 encryption, and Pasqal's goal is to have 10,000 Qbi by 2026; currently, they have one-tenth of that
This could be a huge black swan brewing for Bitcoin $BTC and even the entire cryptocurrency industry in 2026 (link in the comments - running quantum-safe applications on Kubernetes)
4. Have industry analysts overestimated the earnings per share of the #标普500 #SPX index for 2025? Because from the chart, there is a certain gap between estimated earnings and actual earnings (Figure 2)
5. Breaking news: The People's Bank of China has decided to resume purchasing gold as currency reserves in November, and data from the People's Bank of China shows that its gold #Gold reserves increased by 5 tons in November, with current holdings at 2,269 tons. Does large-scale gold purchasing indicate something?
6. Data speaks: some people are worried that the bull market will run away soon, while the current bull market has lasted for 26 months with an increase of over 70%. Looking back at every bull market in the past 50 years, they have lasted for many years (Figure 3)
7. An interesting little tip: each mobile phone typically contains about 0.034 grams of gold, which is worth about $2.90 at current prices, but it seems that private refining is illegal
8. Continuing from point 6, although the bull market hasn't run away, we also need to respect the market and learn from historical lessons. Every financial bubble will burst, and the performance of financial bubbles around their peaks repeats over time. Bitcoin #BTC☀️ is still a risky asset at least for now, and it has cyclical characteristics (Figure 4)
9. We are still in the early stages of Bitcoin
Apart from the Bitcoin ETF, Michael Saylor and $MSTR are actively promoting the purchase of Bitcoin. Clearly, his purchases help strengthen his position. It’s important to note that those buying MSTR are a group of the most experienced and wealthiest market participants, not to mention the capital behind them
Speaking of Ethereum, Ethereum is the second-largest cryptocurrency, and it has not yet reached a new all-time high. According to cycles and capital flows, funds often overflow from Bitcoin to Ethereum and other L1s, then to leading altcoins and other small-cap altcoins
10. Finally, here's a saying: Our lives are but dust, breathing is just a whisper; everything can end at any moment, for God is the one who truly has sovereignty
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