交易员刺客
交易员刺客
刺客社区创始人，绿洲大学联合创始人，香港web3协会会员，新加坡区块链中文大使，推特华语区块链头部KOL，著名kol“飞哥定投策略”老师，2024年okx交易嘉年华第一名，2016年开始布道区块链。2026年打算完成8个挑战，3个挑战500到5wu，3个挑战4w到10wu，2个挑战1000到10wu。
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The only disciple @飞哥定投策略
Monthly summary:
16 days have passed in October! Currently, 12 days of taking profits, 4 days of stop loss
Profit-loss ratio 3:1
Currently using compound interest strategy
Profitable for 9 consecutive months
Continuing with btc$BTC
#特斯拉发布新一代Roadster，行情走高
Tesla has released a new car again, this time a flying Roadster. But looking at the market, it surged then fell back, now down 1.28%.
On October 15, Musk took the car for a spin at the SpaceX test site in Texas, demonstrating short-distance flight, aerial attitude adjustment, and landing powered by compressed air thrusters. Musk said this was developed in cooperation with SpaceX, planned for production in 2028, but the price has not been announced.
The car itself is a big toy, but the market isn’t naive now. The Roadster was first shown back in 2017, originally planned for production in 2020, but has been repeatedly delayed until now. Saying mass production will start in 2028 makes most people skeptical. Flying cars sound cool, but actual implementation depends on regulatory approval. Currently, regulations for flying cars are nonexistent worldwide.
The stock price surge and fall shows investors are calculating. On the day of the launch event, emotions ran high and people bought first. Once the excitement fades, reality sets in: Q3 deliveries dropped 2.1% year-over-year, car gross margins are under pressure, and Robotaxi commercialization is still climbing uphill. A repeatedly delayed sports car can’t ease the anxiety over the core business. The car price isn’t set, production capacity is uncertain, and whether orders will hold is all unknown.
$TSLA $xTSLA
#SpaceX上市后首份完整季度财报将揭晓
On October 20th, SpaceX will release its first full quarterly report since going public. This is quite a critical event.
Before going public, when Musk launched a rocket or blew up a Starship, it was just entertainment for everyone. Now that it’s a public company, Wall Street will be scrutinizing the books with a magnifying glass. This financial report directly affects how the market will value its future.
The main focus is on two areas. The first is Starlink. This is currently SpaceX’s cash cow, with key points being whether the user base can maintain high growth and how strong the profit margins are. The second is Starship. This thing is a money-burning beast and also the big future prospect. The market wants to see how far the project has progressed and how much longer it will keep burning cash.
There is a lot of market divergence right now. If Starlink’s growth exceeds expectations and Starship’s progress is smooth, it proves the commercialization capability is solid, and the stock price will likely surge further. But conversely, if Starlink’s growth slows or Starship’s cash burn exceeds expectations, the previous space narrative premium given by the market may be largely retracted.
For us, this financial report is a "real variable." Before the report lands, don’t heavily bet on the direction. If you want to speculate, a light position is okay, but be sure to set stop losses to guard against amplified volatility after the report is released.
$SPCX
#美国CPI与PPI双超预期，年内能否再加息？
When the inflation data first came out, many thought the sky was falling. But when Federal Reserve Chair Powell spoke, the market actually breathed a sigh of relief.
Looking at this set of data, the US September PPI year-on-year was 6.3%, expected only 5.3%; month-on-month 1.3%, expected 0.5%. Core PPI also exceeded expectations. The previous day's CPI year-on-year was 3.7%, expected 3.6%, also above expectations. Two consecutive sets of hotter-than-expected inflation data would normally be a strong signal for a rate hike.
But the market's reaction now is quite strange. Powell stated he does not predict future rate decisions and did not reveal whether there will be a hike in October. Officials like Daly and Goolsbee are also cautious about an immediate rate hike. As a result, the market's bet on a 25 basis point hike in October dropped directly to about 15%.
This is interesting. The data is hot, but the Fed is playing Tai Chi. Why? Because the Fed is also afraid. Although inflation hasn't come down, no one can guarantee the economy can withstand continuous rate hikes. This "soft-spoken" attitude gives risk assets a chance to breathe. BTC is now slightly up 0.29%, indicating short-term funds are betting that the bad news is fully priced in, with a quick rebound after selling.
But if you think the storm has passed, you're wrong. PPI and CPI both exceeding expectations means the root of inflation hasn't been removed. Energy prices are rising, service prices are rising, and cost pressures still exist. $BTC
+2.71K USDT
+163.84%Snapshot at Oct 17, 2026, 18:09
