📉 Bitcoin's new 6-month low of $86.7K is expected to bring major crowd reactions as the day progresses. Social volume still shows a mixed bag of dip buy optimism and doom & gloom, with very little "in between".🟦 Social Media Mentions of $20K-$70K $BTC Price Levels🟥 Social Media Mentions of $100K-$130K $BTC Price Levels🤞 Ideally, we begin seeing many retail predictions of sub-$70K prices, which would indicate a bottom is finally here. Prices move opposite to how the crowd typically predicts markets.🔖 Bookmar ...

Describe the market in 3 words👇 ...

Positioning tells its own story, and it’s not always what the charts show at first glance.Dive into the Block Scholes x Bybit breakdown on market sentiment and flows 👉 https://t.co/uWb7EmUsfk https://t.co/DTIrvTLt4Y ...

zooming out more, we're effectively the deepest in fear we've been since 2022 https://t.co/Scng6y4uKY ...

Bitcoin market sentiment is as poor as it was during the February-April drawdown.Local bottom is in the process of forming as we shake out the weak hands.Patience is a virtue. https://t.co/jGzG17DNZx ...

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1. Report Industry Investment Rating - No relevant content provided 2. Core View of the Report - The lifting of liquidity concerns has led to a warming of market sentiment, and the expectation of loose liquidity will open up an upward space for copper prices again. After the decline in copper prices, social inventories have decreased, but insufficient recovery in downstream demand restricts the short - term upward space for copper prices. The expectation of copper ore shortage still benefits copper prices in the medium - to - long term. In the long run, the narrative of copper ore shortage will return. Recently, market risk appetite has improved, but there are still uncertainties in the macro - aspect, and insufficient recovery in downstream demand will cause short - term copper prices to mainly fluctuate and adjust. After the macro - narrative stabilizes, the strategy is to buy on dips when copper prices are in a volatile state [11]. 3. Summary According to the Directory 3.1 Part 01: Weekly Review - **Supply - side Data**: From November 3 - 7, 2025, the spot TC of copper concentrate increased by 0.26% week - on - week to - 42.04 dollars/ton due to the shutdown of PT Amman smelter and the increase in short - term copper concentrate circulation. The refined - scrap copper price spread narrowed by 17.05% to 3315 yuan/ton as copper prices fell and scrap copper traders' willingness to sell decreased. The southern crude copper processing fee increased by 9.09% to 1200 yuan/ton as some enterprises switched to anode plate production. The operating rates of refined copper rods, recycled copper rods, and wire and cable all increased, with increases of 2.55%, 20.92%, and 4.36% respectively, due to the decline in copper prices stimulating downstream demand [8]. - **Inventory Data**: The global visible inventory increased by 5.23% to 75.97 million tons, mainly due to the increase in COMEX and LME inventories. The domestic electrolytic copper social inventory decreased by 2.10% to 19.59 million tons as downstream purchasing increased. The bonded area inventory decreased slightly by 0.34% to 8.82 million tons, with overall balanced supply and demand. The SHFE copper inventory increased by 344.36% to 124.42 million tons, and the LME copper inventory increased by 2.00% to 13.63 million tons due to previous exports [8]. - **Profit Data**: The spot and long - term comprehensive smelting profits decreased by 1.11% and 24.21% respectively, with the short - term loss intensifying. The import profit increased by 30.59% to - 540 yuan/ton [8]. - **Macro and Strategy**: The US government shutdown caused liquidity concerns, but the recent agreement to end the shutdown has lifted these concerns, warming market sentiment. Fundamentally, short - term copper price increases are restricted by insufficient downstream demand recovery, while long - term copper prices are supported by the expectation of copper ore shortage. The short - term strategy is for copper prices to fluctuate, and it is recommended to buy on dips [11]. 3.2 Part 02: Copper Industry Chain Analysis - **Price and Spread**: The report presents data on SMM1 electrolytic copper premiums and discounts, the spread between the current and three - month contracts of Shanghai copper, the price of sulfuric acid, and the closing price of the Shanghai copper main contract, as well as the Shanghai - London ratio and related spreads [13][16][19]. - **Cost and Profit**: It shows the comprehensive profit of electrolytic copper (including by - product sulfuric acid), spot and long - term, as well as the import and export profits of copper [20][21][23]. - **Supply**: It includes data on copper concentrate production in Chile and Peru, copper concentrate imports, electrolytic copper production, imports, and total supply [27][31]. - **Demand**: It covers the demand from various sectors such as copper rods, wire and cable, power grids, air conditioners, copper strips, automobiles, and real estate, including operating rates, inventory levels, and production and sales data [33][35][44][46][52][55]. - **Inventory**: Data on various copper inventories, including Chinese electrolytic copper social inventory, SHFE copper inventory warrants, COMEX and LME electrolytic copper inventories, and global refined copper inventory, are provided [60]. 3.3 Part 03: Capital Position - The CFTC non - commercial long - position ratio is 32% and shows a strengthening trend recently. The LME investment fund net long - position is 36768.23 lots, with a week - on - week decrease of 1814.84 lots [70].

$BTC: All it takes is a few % pump to make the market sentiment look bullish again. Wait a few days, and you will see the entire market over leveraged once again with calls of 150k and altseason. This is when the market makers strike with the next leg down ...

Market Sentiment & Tariffs - The market initially reacted positively to a stronger-than-expected ADP report and skepticism surrounding the legality of tariffs, suggesting a hope for their repeal [1] - Investors exhibit a "buy the dip" mentality, potentially overemphasizing positive news regarding tariffs [3][4] - The market generally dislikes uncertainty, and the potential for tariff refunds outweighs the perceived risks [2][3] Bond Market & Treasury - The 10-year Treasury yield moved up by approximately 5-6 basis points due to the jobs report and the possibility of tariff repeal leading to increased bond issuances [5] - Potential tariff refunds for corporations, if mandated by the Supreme Court, would necessitate increased Treasury issuances [6] Earnings Season & Outlook - Earnings trajectory is strong, with convergence between AI-focused companies and other market sectors [10] - Resilient consumers and better-than-expected margins contribute to strong earnings, mitigating worst-case scenario concerns [11] - Dollar strengthening over the past three months has contributed to outsized earnings beats [9] Market Dynamics & Bubble Concerns - Smaller, less prominent companies are experiencing rallies following earnings beats, while previously strong performers face pullbacks [12] - Despite concerns from some analysts, the market may be moving past bubble fears, particularly in the AI space, due to fundamental differences compared to past bubbles [14][15] - There's a degree of froth and expectations have caught up with reality in the AI space, sideways movement is healthy [15]

Key TakeawaysDuPont (DD) reported robust third-quarter 2025 financial results, with sales of $3.07 billion and adjusted EPS of $1.09, both exceeding analyst expectations. However, the company's Q4 net sales and adjusted EPS outlook fell slightly below consensus estimates.The European Commission has launched a formal antitrust investigation into major exchange operators Deutsche Boerse (DB1) and Nasdaq (NDAQ), probing potential collusion in the listing, trading, and clearing of financial derivatives.Soybean ...