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Wall Street Drags S&P 500 Targets Higher, Warning the Rally Is Riskier Than Ever

2025-11-04

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market returns that dominated the opening six months.</p><p style=\"text-align: left;\">Two of the biggest U.S. investment banks see increasing risks tied to Federal Reserve rate forecasts, an uneasy peace agreement between the U.S. and Iran, and questions over the fate of the artificial intelligence investment wave -- but remain bullish.</p><p style=\"text-align: left;\">Stocks have had a staggering second-quarter comeback this year, with the S&amp;P 500 up more than 13% coming into Tuesday&#39;s sharp selloff and the Nasdaq Composite gaining more than 18.8%.</p><p style=\"text-align: left;\">Those gains, which more than reversed the two indexes&#39; respective 4.6% and 7.1% declines over the first three months of the year, were largely the result of a tech and AI investment wave that powered a staggering first-quarter earnings growth rate of around 29%. Those wins offset the impact of soaring oil prices and geopolitical tensions that continue to linger in the Persian Gulf.</p><p style=\"text-align: left;\">Earnings are likely to drive markets higher in the back half of the year. However, tensions between the U.S. and Iran -- and the higher crude and energy prices they&#39;ve created -- alongside a surprisingly hawkish Fed and a fading domestic consumer will keep gains in check.</p><p style=\"text-align: left;\">&#34;While neither the software, private credit nor geopolitical and energy shocks have yet been large or persistent enough to overturn our core equity thesis, new concerns are emerging into the back half of the year, &#34; said a team of analysts led by Venu Krishna, U.S. equity strategist at Barclays, in a research note.</p><p style=\"text-align: left;\">Markets will tangle with resurgent inflation, AI capital expenditure concerns and a hawkish Fed over the next six months, the team said, but its broader earnings thesis is still likely to take the S&amp;P 500 to around 7800 points by the end of the year.</p><p style=\"text-align: left;\">For Barclays, that&#39;s a mere 2% bump from its prior forecast, and suggests a small 5% gain from current levels. But the bank sees more upside by the end of 2027, when it expects the benchmark index to be at 8800 points.</p><p style=\"text-align: left;\">&#34;Upside to 8500 in our bull case would require a stronger translation of AI investment into productivity and margins, alongside a more benign macro path,&#34; Krishna and his team wrote. &#34;Conversely, our 6300 bear case embeds a slowdown in AI capex and tighter financial conditions.&#34;</p><p style=\"text-align: left;\">LSEG data suggests second-quarter earnings growth of around 22.9%, with an overall tally of $692.4 billion. Further advances of 25% and 23.7% are penciled in for the final six months of the year.</p><p style=\"text-align: left;\">That leaves full-year growth pegged at 25.2%, more than 10 percentage points ahead of the 2025 total, with an early 17% gain forecast for 2027.</p><p style=\"text-align: left;\"><a href=\"https://laohu8.com/S/SFB\">Stifel</a> analysts led by Thomas Carroll said in a note that they are similarly &#34;cautious bulls,&#34; taking their year-end S&amp;P 500 price target to 7800 points as a &#34;running hot&#39; economy and strong operating leverage drive explosive profit growth.&#34;</p><p style=\"text-align: left;\">&#34;However, stock concentration sits at 40-year highs and peaking dispersion signals a rotation out of megacaps into equal-weight indices, &#34; the team said. &#34;Stocks are reflecting our bifurcating &#39;Tale of Two Economies&#39; view, where booming AI fixed investment is outperforming squeezed consumers.&#34;</p><p style=\"text-align: left;\">Both Stifel and Barclays lifted their 2026 S&amp;P 500 earnings estimates to $337 a share, suggesting 20%-plus gains from last year&#39;s levels, but both also note disquiet with the level of tech-led concentration in the benchmark.</p><p style=\"text-align: left;\">Around half of the S&amp;P 500&#39;s overall market value of $67.1 trillion is captured in just 41 stocks tied to the artificial intelligence boom, according to Jim Bianco of Bianco Research, citing data from JPMorgan.</p><p style=\"text-align: left;\">Krishna at Barclays says that historically low correlations within the S&amp;P 500 sectors suggest idiosyncratic earnings, while noting concentration changes stoked volatility.</p><p style=\"text-align: left;\">&#34;Together, we believe these dynamics have reduced the effectiveness of sectors as an expression of views, reinforcing the shift toward stock selection and narrow thematic exposure,&#34; he said.</p><p style=\"text-align: left;\">That leaves investors back to square one, in some respects, in terms of assessing the market&#39;s path into the second half of the year. Stock prices reflect earnings growth, paired with the broader economy&#39;s strength and measured with a discount rate tied to the Fed.</p><p style=\"text-align: left;\">One of those three pillars -- the first -- seems assured. The others, much less so.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Wall Street Drags S&P 500 Targets Higher, Warning the Rally Is Riskier Than Ever</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWall Street Drags S&P 500 Targets Higher, Warning the Rally Is Riskier Than Ever\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2026-06-24 10:50</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p style=\"text-align: left;\">Wall Street is starting to revamp its outlook for stock performance over the second half of 2026, following a distinctly separate set of market returns that dominated the opening six months.</p><p style=\"text-align: left;\">Two of the biggest U.S. investment banks see increasing risks tied to Federal Reserve rate forecasts, an uneasy peace agreement between the U.S. and Iran, and questions over the fate of the artificial intelligence investment wave -- but remain bullish.</p><p style=\"text-align: left;\">Stocks have had a staggering second-quarter comeback this year, with the S&amp;P 500 up more than 13% coming into Tuesday&#39;s sharp selloff and the Nasdaq Composite gaining more than 18.8%.</p><p style=\"text-align: left;\">Those gains, which more than reversed the two indexes&#39; respective 4.6% and 7.1% declines over the first three months of the year, were largely the result of a tech and AI investment wave that powered a staggering first-quarter earnings growth rate of around 29%. Those wins offset the impact of soaring oil prices and geopolitical tensions that continue to linger in the Persian Gulf.</p><p style=\"text-align: left;\">Earnings are likely to drive markets higher in the back half of the year. However, tensions between the U.S. and Iran -- and the higher crude and energy prices they&#39;ve created -- alongside a surprisingly hawkish Fed and a fading domestic consumer will keep gains in check.</p><p style=\"text-align: left;\">&#34;While neither the software, private credit nor geopolitical and energy shocks have yet been large or persistent enough to overturn our core equity thesis, new concerns are emerging into the back half of the year, &#34; said a team of analysts led by Venu Krishna, U.S. equity strategist at Barclays, in a research note.</p><p style=\"text-align: left;\">Markets will tangle with resurgent inflation, AI capital expenditure concerns and a hawkish Fed over the next six months, the team said, but its broader earnings thesis is still likely to take the S&amp;P 500 to around 7800 points by the end of the year.</p><p style=\"text-align: left;\">For Barclays, that&#39;s a mere 2% bump from its prior forecast, and suggests a small 5% gain from current levels. But the bank sees more upside by the end of 2027, when it expects the benchmark index to be at 8800 points.</p><p style=\"text-align: left;\">&#34;Upside to 8500 in our bull case would require a stronger translation of AI investment into productivity and margins, alongside a more benign macro path,&#34; Krishna and his team wrote. &#34;Conversely, our 6300 bear case embeds a slowdown in AI capex and tighter financial conditions.&#34;</p><p style=\"text-align: left;\">LSEG data suggests second-quarter earnings growth of around 22.9%, with an overall tally of $692.4 billion. Further advances of 25% and 23.7% are penciled in for the final six months of the year.</p><p style=\"text-align: left;\">That leaves full-year growth pegged at 25.2%, more than 10 percentage points ahead of the 2025 total, with an early 17% gain forecast for 2027.</p><p style=\"text-align: left;\"><a href=\"https://laohu8.com/S/SFB\">Stifel</a> analysts led by Thomas Carroll said in a note that they are similarly &#34;cautious bulls,&#34; taking their year-end S&amp;P 500 price target to 7800 points as a &#34;running hot&#39; economy and strong operating leverage drive explosive profit growth.&#34;</p><p style=\"text-align: left;\">&#34;However, stock concentration sits at 40-year highs and peaking dispersion signals a rotation out of megacaps into equal-weight indices, &#34; the team said. &#34;Stocks are reflecting our bifurcating &#39;Tale of Two Economies&#39; view, where booming AI fixed investment is outperforming squeezed consumers.&#34;</p><p style=\"text-align: left;\">Both Stifel and Barclays lifted their 2026 S&amp;P 500 earnings estimates to $337 a share, suggesting 20%-plus gains from last year&#39;s levels, but both also note disquiet with the level of tech-led concentration in the benchmark.</p><p style=\"text-align: left;\">Around half of the S&amp;P 500&#39;s overall market value of $67.1 trillion is captured in just 41 stocks tied to the artificial intelligence boom, according to Jim Bianco of Bianco Research, citing data from JPMorgan.</p><p style=\"text-align: left;\">Krishna at Barclays says that historically low correlations within the S&amp;P 500 sectors suggest idiosyncratic earnings, while noting concentration changes stoked volatility.</p><p style=\"text-align: left;\">&#34;Together, we believe these dynamics have reduced the effectiveness of sectors as an expression of views, reinforcing the shift toward stock selection and narrow thematic exposure,&#34; he said.</p><p style=\"text-align: left;\">That leaves investors back to square one, in some respects, in terms of assessing the market&#39;s path into the second half of the year. Stock prices reflect earnings growth, paired with the broader economy&#39;s strength and measured with a discount rate tied to the Fed.</p><p style=\"text-align: left;\">One of those three pillars -- the first -- seems assured. The others, much less so.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SPYU":"MAX S&P 500 4X Leveraged ETN","XLG":"Invesco S&P 500 Top 50 ETF","IVW":"标普500成长股指数ETF-iShares","BK4127":"投资银行业与经纪业","SSO":"2倍做多标普500ETF-ProShares","MMAX":"iShares Large Cap Max Buffer Mar ETF","SPYV":"SPDR Portfolio S&P 500 Value ETF","SCHB":"Schwab US Broad Market ETF","MOAT":"VanEck Morningstar Wide Moat ETF","SMAX":"ISHARES LARGE CAP MAX BUFFER SEP ETF","TSPY":"TappAlpha SPY Growth & Daily Income ETF","VBK":"美国小盘成长股ETF-Vanguard","BK4521":"英国银行股","DMAX":"ISHARES LARGE CAP MAX BUFFER DEC ETF","IJH":"标普中型股400指数ETF-iShares",".SPX":"S&P 500 Index","YSPY":"GraniteShares YieldBOOST SPY ETF","SPXL":"三倍做多标普500ETF-Direxion","SPYD":"SPDR Portfolio S&P 500 High Dividend ETF","GPIX":"GOLDMAN SACHS S&P 500 CORE PREMIUM INCOME ETF","SH":"做空标普500-Proshares","BMAY":"Innovator U.S. Equity Buffer ETF - May","ALLW":"SPDR BRIDGEWATER ALL WEATHER ETF","SPYG":"SPDR Portfolio S&P 500 Growth ETF","VTI":"大盘指数ETF-Vanguard MSCI","ACWI":"MSCI全球ETF-iShares","IVV":"标普500ETF-iShares","SPUS":"SP Funds S&P 500 Sharia Industry Exclusions ETF","SFY":"SoFi Select 500 ETF","XYLD":"Global X S&P 500 Covered Call ETF","DBSC":"Deepwater Beachfront Small Cap ETF","SPXS":"三倍做空标普500ETF-Direxion","JEPI":"JPMorgan Equity Premium Income ETF","NOBL":"ProShares S&P 500 Aristocrats ETF","SPYH":"Neos S&P 500 Hedged Equity Income ETF","HIBS":"Direxion Daily S&P 500 High Beta Bear 3X Shares","RSPU":"Invesco S&P 500 Equal Weight Utilities ETF","SPGP":"Invesco S&P 500 GARP ETF","RSPN":"Invesco S&P 500 Equal Weight Industrials ETF","SPLV":"Invesco S&P 500 Low Volatility ETF","BK4207":"综合性银行","HIBL":"Direxion Daily S&P 500 High Beta Bull 3X Shares","IJR":"标普小型股600指数ETF-iShares","SCHX":"Schwab US Large-Cap ETF","SDS":"两倍做空标普500 ETF-ProShares","SPUU":"Direxion Daily S&P 500 Bull 2x Shares","SPXU":"三倍做空标普500ETF-ProShares","SPDN":"Direxion Daily S&P 500 Bear 1X Shares","SPYM":"投资组合标普500指数ETF-SPDR","ITOT":"安硕核心标普全美股市ETF-iShares","RSP":"平均加权指数ETF-Rydex S&P","XDTE":"Roundhill S&P 500 0DTE Covered Call Strategy ETF","SPHD":"标普500高股利投资组合ETF-PowerShares","ETFT":"Fundsmith Equity ETF","SPYQ":"2倍做多SPY Quarterly ETF-Tradr","UPRO":"三倍做多标普500ETF-ProShares","RSPA":"Invesco S&P 500 Equal Weight Income Advantage ETF","VTV":"Vanguard Value ETF","SPHQ":"Invesco S&P 500 Quality ETF","GSLC":"Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF","SPMO":"Invesco S&P 500 Momentum ETF","VEU":"Vanguard FTSE All-World ex-US ETF","IVE":"标普500价值指数ETF-iShares","VV":"Vanguard Large-Cap ETF"},"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2645859827","content_text":"Wall Street is starting to revamp its outlook for stock performance over the second half of 2026, following a distinctly separate set of market returns that dominated the opening six months.Two of the biggest U.S. investment banks see increasing risks tied to Federal Reserve rate forecasts, an uneasy peace agreement between the U.S. and Iran, and questions over the fate of the artificial intelligence investment wave -- but remain bullish.Stocks have had a staggering second-quarter comeback this year, with the S&P 500 up more than 13% coming into Tuesday's sharp selloff and the Nasdaq Composite gaining more than 18.8%.Those gains, which more than reversed the two indexes' respective 4.6% and 7.1% declines over the first three months of the year, were largely the result of a tech and AI investment wave that powered a staggering first-quarter earnings growth rate of around 29%. Those wins offset the impact of soaring oil prices and geopolitical tensions that continue to linger in the Persian Gulf.Earnings are likely to drive markets higher in the back half of the year. However, tensions between the U.S. and Iran -- and the higher crude and energy prices they've created -- alongside a surprisingly hawkish Fed and a fading domestic consumer will keep gains in check.\"While neither the software, private credit nor geopolitical and energy shocks have yet been large or persistent enough to overturn our core equity thesis, new concerns are emerging into the back half of the year, \" said a team of analysts led by Venu Krishna, U.S. equity strategist at Barclays, in a research note.Markets will tangle with resurgent inflation, AI capital expenditure concerns and a hawkish Fed over the next six months, the team said, but its broader earnings thesis is still likely to take the S&P 500 to around 7800 points by the end of the year.For Barclays, that's a mere 2% bump from its prior forecast, and suggests a small 5% gain from current levels. But the bank sees more upside by the end of 2027, when it expects the benchmark index to be at 8800 points.\"Upside to 8500 in our bull case would require a stronger translation of AI investment into productivity and margins, alongside a more benign macro path,\" Krishna and his team wrote. \"Conversely, our 6300 bear case embeds a slowdown in AI capex and tighter financial conditions.\"LSEG data suggests second-quarter earnings growth of around 22.9%, with an overall tally of $692.4 billion. Further advances of 25% and 23.7% are penciled in for the final six months of the year.That leaves full-year growth pegged at 25.2%, more than 10 percentage points ahead of the 2025 total, with an early 17% gain forecast for 2027.Stifel analysts led by Thomas Carroll said in a note that they are similarly \"cautious bulls,\" taking their year-end S&P 500 price target to 7800 points as a \"running hot' economy and strong operating leverage drive explosive profit growth.\"\"However, stock concentration sits at 40-year highs and peaking dispersion signals a rotation out of megacaps into equal-weight indices, \" the team said. \"Stocks are reflecting our bifurcating 'Tale of Two Economies' view, where booming AI fixed investment is outperforming squeezed consumers.\"Both Stifel and Barclays lifted their 2026 S&P 500 earnings estimates to $337 a share, suggesting 20%-plus gains from last year's levels, but both also note disquiet with the level of tech-led concentration in the benchmark.Around half of the S&P 500's overall market value of $67.1 trillion is captured in just 41 stocks tied to the artificial intelligence boom, according to Jim Bianco of Bianco Research, citing data from JPMorgan.Krishna at Barclays says that historically low correlations within the S&P 500 sectors suggest idiosyncratic earnings, while noting concentration changes stoked volatility.\"Together, we believe these dynamics have reduced the effectiveness of sectors as an expression of views, reinforcing the shift toward stock selection and narrow thematic exposure,\" he said.That leaves investors back to square one, in some respects, in terms of assessing the market's path into the second half of the year. Stock prices reflect earnings growth, paired with the broader economy's strength and measured with a discount rate tied to the Fed.One of those three pillars -- the first -- seems assured. The others, much less so.","news_type":1,"symbols_score_info":{"GPIX":0.6,"RSPN":0.6,"SPYU":0.6,"SSO":0.6,"SPYQ":0.6,"IJR":0.6,"SPMO":0.6,"SPLV":0.6,"SDS":0.6,"SCHB":0.6,"RSPA":0.6,"SPDN":0.6,"SCHX":0.6,"VBK":0.6,"MMAX":0.6,"SPYD":0.6,"SPYV":0.6,"JEPI":0.6,"SH":0.6,"TSPY":0.6,"VEU":0.6,"VV":0.6,"SFY":0.6,".SPX":1.98,"VTV":0.6,"XYLD":0.6,"VTI":0.6,"SMAX":0.6,"YSPY":0.6,"RSPU":0.6,"DMAX":0.6,"IVW":0.6,"ACWI":0.6,"MOAT":0.6,"IVV":0.6,"ALLW":0.6,"NOBL":0.6,"SPUU":0.6,"SPYH":0.6,"RSP":0.6,"SPXU":0.6,"XDTE":0.6,"SPYG":0.6,"HIBL":0.6,"ETFT":0.6,"DBSC":0.6,"SPYM":0.6,"UPRO":0.6,"SPUS":0.6,"SPGP":0.6,"ITOT":0.6,"SPXL":0.6,"SPXS":0.6,"SPHD":0.6,"SPHQ":0.6,"HIBS":0.6,"BMAY":0.6,"GSLC":0.6,"XLG":0.6,"IJH":0.6,"IVE":0.6}},"isVote":1,"tweetType":1,"viewCount":7,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":496500255183328,"gmtCreate":1762238400026,"gmtModify":1762238783395,"author":{"id":"4094124983064810","authorId":"4094124983064810","name":"LYA","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4094124983064810","authorIdStr":"4094124983064810"},"themes":[],"title":"","htmlText":"Share your opinion about this news…","listText":"Share your opinion about this news…","text":"Share your opinion about this news…","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/496500255183328","repostId":"1198907043","repostType":2,"repost":{"id":"1198907043","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1762237268,"share":"https://ttm.financial/m/news/1198907043?lang=en_US&edition=fundamental","pubTime":"2025-11-04 14:21","market":"us","language":"en","title":"Crypto Daily | Bitcoin Falls to $104K; Crypto Shares Fall in Overnight Trading With TeraWulf Down About 6%; Bit Digital, Canaan Down over 4%; BTCS, Bitfarms, SBET Down Nearly 4%","url":"https://stock-news.laohu8.com/highlight/detail?id=1198907043","media":"Tiger Newspress","summary":"Crypto Daily is our column tracking crypto market trends, offering timely insights and valuable updates to keep you informed.Crypto NewsBitcoin Declines as Selling Momentum Carries Over From...","content":"<html><head></head><body><p><strong><em>Crypto Daily is our column tracking crypto market trends, offering timely insights and valuable updates to keep you informed.</em></strong></p><h2 id=\"id_2266231118\">Crypto News</h2><h3 id=\"h-asia-market-open-bitcoin-declines-2-as-selling-momentum-carries-over-from-october\" style=\"text-align: left;\">Bitcoin Declines as Selling Momentum Carries Over From October</h3><p>Bitcoin fell over 1% to $104,422 and Ethereum dropped to $3,530 as whale profit booking and continued ETF outflows weighed on sentiment.</p><p style=\"text-align: left;\">The pullback extends pressure from Red October, when a $19b washout on Oct. 19 set a weaker tone that bled into November. Traders say the move looks like consolidation after a volatile month, with some positioning for a base before the next leg higher.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/3b9f122352b2430ced68f3e3c452ab8a\" title=\"\" tg-width=\"1170\" tg-height=\"1393\"/></p><h3 id=\"id_3857161439\">Crypto Shares Sink With Bakkt Holdings Fall over 10%</h3><p>Crypto shares fell in overnight trading. TeraWulf down about 6%; Bit Digital, Canaan down over 4%; BTCS, Bitfarms, SBET down nearly 4%.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/db51777f92b92cbad0b608d38f79c7a6\" title=\"\" tg-width=\"618\" tg-height=\"633\"/></p><h3 id=\"id_3814990122\">Anti-CZ Whale’s Short Bets Surge to Nearly $100M in Profit as Market Drops</h3><p style=\"text-align: left;\">The trader known as the “Anti-CZ Whale,” who recently increased his $ASTER short position after CZ publicly posted a buy signal, is now sitting on more than $21M in unrealized profit across two wallets.</p><p style=\"text-align: left;\">In addition to ASTER, he is also shorting DOGE, ETH, XRP, and PEPE, all currently profitable. His total realized and unrealized gains on Hyperliquid are now approaching $100M, making him one of the platform’s most successful high-conviction short traders.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/12459c99e4369a2e15d76203efc68702\" title=\"\" tg-width=\"540\" tg-height=\"615\"/></p><h3 id=\"id_2697827831\">Whale Group “7 Siblings” Scoops Up $14,254 ETH Amid Market Dip</h3><p style=\"text-align: left;\">As prices softened, the whale cohort known as “7 Siblings” went on an aggressive buying spree, spending 52.47 million USDC over the past 12 hours to accumulate 14,254 ETH at an average price of $3,681. The coordinated accumulation suggests select large holders view the pullback as a strategic entry opportunity, even as broader market sentiment remains cautious.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/c769ab7e95414f053276f753eda25698\" title=\"\" tg-width=\"396\" tg-height=\"504\"/></p><h3 id=\"id_1472522471\">StakeWise Recovers $19.3M in osETH From Balancer Hacker, Reducing Stolen Fund Total to ~$98M</h3><p style=\"text-align: left;\">Liquid staking protocol StakeWise recovered 5,041 osETH (worth ~$19.3 million) from the Balancer exploit this morning via a contract call, trimming the hacker’s haul from about $117 million to roughly $98 million. The attacker has been steadily swapping liquid staking tokens into ETH, with more than half of the remaining funds now held in ETH. The recovery marks one of the few successful asset retrievals in the ongoing Balancer exploit fallout.</p><h3 id=\"id_3929279110\">Wintermute Founder Denies Plans to Sue Binance, Calls Rumors “Baseless”</h3><p style=\"text-align: left;\">Wintermute founder Evgeny Gaevoy has denied rumors that the firm plans to sue Binance, saying it has never intended to pursue legal action and has no reason to do so. He also rejected suggestions that Wintermute signed an NDA or coordinated any legal strategy with other market makers, describing the claims as “completely baseless.” Gaevoy noted that while some users have speculated about potential disputes, Wintermute is not involved in any such efforts.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/231aa9289e264d96770b923b4430a56d\" title=\"\" tg-width=\"399\" tg-height=\"279\"/></p><h2 id=\"id_2104782837\">Bitcoin Spot ETF Flow</h2><p>The overall net outflow of the US Bitcoin spot ETF on Monday (Nov. 3) was $186.51 million. The total net asset value of Bitcoin spot ETFs is $143.51 billion, and the ETF net asset ratio (market value compared to total Bitcoin market value) is 6.75%.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/068e366cbdef7cef09510bfea260924b\" title=\"\" tg-width=\"1659\" tg-height=\"129\"/></p><p>The Bitcoin spot ETF with the highest net outflow on Nov.3 was <a href=\"https://laohu8.com/S/IBIT\">iShares Bitcoin Trust ETF</a> , with a net outflow of $186.51 million.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/51ecc946f12047b4217c94bd4e3add5e\" title=\"\" tg-width=\"600\" tg-height=\"426\"/></p><p></p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Crypto Daily | Bitcoin Falls to $104K; Crypto Shares Fall in Overnight Trading With TeraWulf Down About 6%; Bit Digital, Canaan Down over 4%; BTCS, Bitfarms, SBET Down Nearly 4%</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nCrypto Daily | Bitcoin Falls to $104K; Crypto Shares Fall in Overnight Trading With TeraWulf Down About 6%; Bit Digital, Canaan Down over 4%; BTCS, Bitfarms, SBET Down Nearly 4%\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2025-11-04 14:21</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p><strong><em>Crypto Daily is our column tracking crypto market trends, offering timely insights and valuable updates to keep you informed.</em></strong></p><h2 id=\"id_2266231118\">Crypto News</h2><h3 id=\"h-asia-market-open-bitcoin-declines-2-as-selling-momentum-carries-over-from-october\" style=\"text-align: left;\">Bitcoin Declines as Selling Momentum Carries Over From October</h3><p>Bitcoin fell over 1% to $104,422 and Ethereum dropped to $3,530 as whale profit booking and continued ETF outflows weighed on sentiment.</p><p style=\"text-align: left;\">The pullback extends pressure from Red October, when a $19b washout on Oct. 19 set a weaker tone that bled into November. Traders say the move looks like consolidation after a volatile month, with some positioning for a base before the next leg higher.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/3b9f122352b2430ced68f3e3c452ab8a\" title=\"\" tg-width=\"1170\" tg-height=\"1393\"/></p><h3 id=\"id_3857161439\">Crypto Shares Sink With Bakkt Holdings Fall over 10%</h3><p>Crypto shares fell in overnight trading. TeraWulf down about 6%; Bit Digital, Canaan down over 4%; BTCS, Bitfarms, SBET down nearly 4%.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/db51777f92b92cbad0b608d38f79c7a6\" title=\"\" tg-width=\"618\" tg-height=\"633\"/></p><h3 id=\"id_3814990122\">Anti-CZ Whale’s Short Bets Surge to Nearly $100M in Profit as Market Drops</h3><p style=\"text-align: left;\">The trader known as the “Anti-CZ Whale,” who recently increased his $ASTER short position after CZ publicly posted a buy signal, is now sitting on more than $21M in unrealized profit across two wallets.</p><p style=\"text-align: left;\">In addition to ASTER, he is also shorting DOGE, ETH, XRP, and PEPE, all currently profitable. His total realized and unrealized gains on Hyperliquid are now approaching $100M, making him one of the platform’s most successful high-conviction short traders.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/12459c99e4369a2e15d76203efc68702\" title=\"\" tg-width=\"540\" tg-height=\"615\"/></p><h3 id=\"id_2697827831\">Whale Group “7 Siblings” Scoops Up $14,254 ETH Amid Market Dip</h3><p style=\"text-align: left;\">As prices softened, the whale cohort known as “7 Siblings” went on an aggressive buying spree, spending 52.47 million USDC over the past 12 hours to accumulate 14,254 ETH at an average price of $3,681. The coordinated accumulation suggests select large holders view the pullback as a strategic entry opportunity, even as broader market sentiment remains cautious.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/c769ab7e95414f053276f753eda25698\" title=\"\" tg-width=\"396\" tg-height=\"504\"/></p><h3 id=\"id_1472522471\">StakeWise Recovers $19.3M in osETH From Balancer Hacker, Reducing Stolen Fund Total to ~$98M</h3><p style=\"text-align: left;\">Liquid staking protocol StakeWise recovered 5,041 osETH (worth ~$19.3 million) from the Balancer exploit this morning via a contract call, trimming the hacker’s haul from about $117 million to roughly $98 million. The attacker has been steadily swapping liquid staking tokens into ETH, with more than half of the remaining funds now held in ETH. The recovery marks one of the few successful asset retrievals in the ongoing Balancer exploit fallout.</p><h3 id=\"id_3929279110\">Wintermute Founder Denies Plans to Sue Binance, Calls Rumors “Baseless”</h3><p style=\"text-align: left;\">Wintermute founder Evgeny Gaevoy has denied rumors that the firm plans to sue Binance, saying it has never intended to pursue legal action and has no reason to do so. He also rejected suggestions that Wintermute signed an NDA or coordinated any legal strategy with other market makers, describing the claims as “completely baseless.” Gaevoy noted that while some users have speculated about potential disputes, Wintermute is not involved in any such efforts.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/231aa9289e264d96770b923b4430a56d\" title=\"\" tg-width=\"399\" tg-height=\"279\"/></p><h2 id=\"id_2104782837\">Bitcoin Spot ETF Flow</h2><p>The overall net outflow of the US Bitcoin spot ETF on Monday (Nov. 3) was $186.51 million. The total net asset value of Bitcoin spot ETFs is $143.51 billion, and the ETF net asset ratio (market value compared to total Bitcoin market value) is 6.75%.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/068e366cbdef7cef09510bfea260924b\" title=\"\" tg-width=\"1659\" tg-height=\"129\"/></p><p>The Bitcoin spot ETF with the highest net outflow on Nov.3 was <a href=\"https://laohu8.com/S/IBIT\">iShares Bitcoin Trust ETF</a> , with a net outflow of $186.51 million.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/51ecc946f12047b4217c94bd4e3add5e\" title=\"\" tg-width=\"600\" tg-height=\"426\"/></p><p></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BTBT":"Bit Digital, Inc.","WULF":"TeraWulf Inc.","BKKT":"Bakkt Holdings, Inc."},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1198907043","content_text":"Crypto Daily is our column tracking crypto market trends, offering timely insights and valuable updates to keep you informed.Crypto NewsBitcoin Declines as Selling Momentum Carries Over From OctoberBitcoin fell over 1% to $104,422 and Ethereum dropped to $3,530 as whale profit booking and continued ETF outflows weighed on sentiment.The pullback extends pressure from Red October, when a $19b washout on Oct. 19 set a weaker tone that bled into November. Traders say the move looks like consolidation after a volatile month, with some positioning for a base before the next leg higher.Crypto Shares Sink With Bakkt Holdings Fall over 10%Crypto shares fell in overnight trading. TeraWulf down about 6%; Bit Digital, Canaan down over 4%; BTCS, Bitfarms, SBET down nearly 4%.Anti-CZ Whale’s Short Bets Surge to Nearly $100M in Profit as Market DropsThe trader known as the “Anti-CZ Whale,” who recently increased his $ASTER short position after CZ publicly posted a buy signal, is now sitting on more than $21M in unrealized profit across two wallets.In addition to ASTER, he is also shorting DOGE, ETH, XRP, and PEPE, all currently profitable. His total realized and unrealized gains on Hyperliquid are now approaching $100M, making him one of the platform’s most successful high-conviction short traders.Whale Group “7 Siblings” Scoops Up $14,254 ETH Amid Market DipAs prices softened, the whale cohort known as “7 Siblings” went on an aggressive buying spree, spending 52.47 million USDC over the past 12 hours to accumulate 14,254 ETH at an average price of $3,681. The coordinated accumulation suggests select large holders view the pullback as a strategic entry opportunity, even as broader market sentiment remains cautious.StakeWise Recovers $19.3M in osETH From Balancer Hacker, Reducing Stolen Fund Total to ~$98MLiquid staking protocol StakeWise recovered 5,041 osETH (worth ~$19.3 million) from the Balancer exploit this morning via a contract call, trimming the hacker’s haul from about $117 million to roughly $98 million. The attacker has been steadily swapping liquid staking tokens into ETH, with more than half of the remaining funds now held in ETH. The recovery marks one of the few successful asset retrievals in the ongoing Balancer exploit fallout.Wintermute Founder Denies Plans to Sue Binance, Calls Rumors “Baseless”Wintermute founder Evgeny Gaevoy has denied rumors that the firm plans to sue Binance, saying it has never intended to pursue legal action and has no reason to do so. He also rejected suggestions that Wintermute signed an NDA or coordinated any legal strategy with other market makers, describing the claims as “completely baseless.” Gaevoy noted that while some users have speculated about potential disputes, Wintermute is not involved in any such efforts.Bitcoin Spot ETF FlowThe overall net outflow of the US Bitcoin spot ETF on Monday (Nov. 3) was $186.51 million. The total net asset value of Bitcoin spot ETFs is $143.51 billion, and the ETF net asset ratio (market value compared to total Bitcoin market value) is 6.75%.The Bitcoin spot ETF with the highest net outflow on Nov.3 was iShares Bitcoin Trust ETF , with a net outflow of $186.51 million.","news_type":1,"symbols_score_info":{"BTBT":2,"BKKT":2,"WULF":2}},"isVote":1,"tweetType":1,"viewCount":266,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":578559075745984,"gmtCreate":1782274574332,"gmtModify":1782279558146,"author":{"id":"4094124983064810","authorId":"4094124983064810","name":"LYA","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4094124983064810","idStr":"4094124983064810"},"themes":[],"title":"","htmlText":"Go","listText":"Go","text":"Go","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/578559075745984","repostId":"2645859827","repostType":2,"repost":{"id":"2645859827","kind":"highlight","weMediaInfo":{"introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"media_name":"Dow Jones","id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"pubTimestamp":1782269437,"share":"https://ttm.financial/m/news/2645859827?lang=en_US&edition=fundamental","pubTime":"2026-06-24 10:50","market":"other","language":"en","title":"Wall Street Drags S&P 500 Targets Higher, Warning the Rally Is Riskier Than Ever","url":"https://stock-news.laohu8.com/highlight/detail?id=2645859827","media":"Dow Jones","summary":"Wall Street is starting to revamp its outlook for stock performance over the second half of 2026, following a distinctly separate set of market returns that dominated the opening six months.Two of...","content":"<html><head></head><body><p style=\"text-align: left;\">Wall Street is starting to revamp its outlook for stock performance over the second half of 2026, following a distinctly separate set of market returns that dominated the opening six months.</p><p style=\"text-align: left;\">Two of the biggest U.S. investment banks see increasing risks tied to Federal Reserve rate forecasts, an uneasy peace agreement between the U.S. and Iran, and questions over the fate of the artificial intelligence investment wave -- but remain bullish.</p><p style=\"text-align: left;\">Stocks have had a staggering second-quarter comeback this year, with the S&amp;P 500 up more than 13% coming into Tuesday&#39;s sharp selloff and the Nasdaq Composite gaining more than 18.8%.</p><p style=\"text-align: left;\">Those gains, which more than reversed the two indexes&#39; respective 4.6% and 7.1% declines over the first three months of the year, were largely the result of a tech and AI investment wave that powered a staggering first-quarter earnings growth rate of around 29%. Those wins offset the impact of soaring oil prices and geopolitical tensions that continue to linger in the Persian Gulf.</p><p style=\"text-align: left;\">Earnings are likely to drive markets higher in the back half of the year. However, tensions between the U.S. and Iran -- and the higher crude and energy prices they&#39;ve created -- alongside a surprisingly hawkish Fed and a fading domestic consumer will keep gains in check.</p><p style=\"text-align: left;\">&#34;While neither the software, private credit nor geopolitical and energy shocks have yet been large or persistent enough to overturn our core equity thesis, new concerns are emerging into the back half of the year, &#34; said a team of analysts led by Venu Krishna, U.S. equity strategist at Barclays, in a research note.</p><p style=\"text-align: left;\">Markets will tangle with resurgent inflation, AI capital expenditure concerns and a hawkish Fed over the next six months, the team said, but its broader earnings thesis is still likely to take the S&amp;P 500 to around 7800 points by the end of the year.</p><p style=\"text-align: left;\">For Barclays, that&#39;s a mere 2% bump from its prior forecast, and suggests a small 5% gain from current levels. But the bank sees more upside by the end of 2027, when it expects the benchmark index to be at 8800 points.</p><p style=\"text-align: left;\">&#34;Upside to 8500 in our bull case would require a stronger translation of AI investment into productivity and margins, alongside a more benign macro path,&#34; Krishna and his team wrote. &#34;Conversely, our 6300 bear case embeds a slowdown in AI capex and tighter financial conditions.&#34;</p><p style=\"text-align: left;\">LSEG data suggests second-quarter earnings growth of around 22.9%, with an overall tally of $692.4 billion. Further advances of 25% and 23.7% are penciled in for the final six months of the year.</p><p style=\"text-align: left;\">That leaves full-year growth pegged at 25.2%, more than 10 percentage points ahead of the 2025 total, with an early 17% gain forecast for 2027.</p><p style=\"text-align: left;\"><a href=\"https://laohu8.com/S/SFB\">Stifel</a> analysts led by Thomas Carroll said in a note that they are similarly &#34;cautious bulls,&#34; taking their year-end S&amp;P 500 price target to 7800 points as a &#34;running hot&#39; economy and strong operating leverage drive explosive profit growth.&#34;</p><p style=\"text-align: left;\">&#34;However, stock concentration sits at 40-year highs and peaking dispersion signals a rotation out of megacaps into equal-weight indices, &#34; the team said. &#34;Stocks are reflecting our bifurcating &#39;Tale of Two Economies&#39; view, where booming AI fixed investment is outperforming squeezed consumers.&#34;</p><p style=\"text-align: left;\">Both Stifel and Barclays lifted their 2026 S&amp;P 500 earnings estimates to $337 a share, suggesting 20%-plus gains from last year&#39;s levels, but both also note disquiet with the level of tech-led concentration in the benchmark.</p><p style=\"text-align: left;\">Around half of the S&amp;P 500&#39;s overall market value of $67.1 trillion is captured in just 41 stocks tied to the artificial intelligence boom, according to Jim Bianco of Bianco Research, citing data from JPMorgan.</p><p style=\"text-align: left;\">Krishna at Barclays says that historically low correlations within the S&amp;P 500 sectors suggest idiosyncratic earnings, while noting concentration changes stoked volatility.</p><p style=\"text-align: left;\">&#34;Together, we believe these dynamics have reduced the effectiveness of sectors as an expression of views, reinforcing the shift toward stock selection and narrow thematic exposure,&#34; he said.</p><p style=\"text-align: left;\">That leaves investors back to square one, in some respects, in terms of assessing the market&#39;s path into the second half of the year. Stock prices reflect earnings growth, paired with the broader economy&#39;s strength and measured with a discount rate tied to the Fed.</p><p style=\"text-align: left;\">One of those three pillars -- the first -- seems assured. The others, much less so.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Wall Street Drags S&P 500 Targets Higher, Warning the Rally Is Riskier Than Ever</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWall Street Drags S&P 500 Targets Higher, Warning the Rally Is Riskier Than Ever\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2026-06-24 10:50</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p style=\"text-align: left;\">Wall Street is starting to revamp its outlook for stock performance over the second half of 2026, following a distinctly separate set of market returns that dominated the opening six months.</p><p style=\"text-align: left;\">Two of the biggest U.S. investment banks see increasing risks tied to Federal Reserve rate forecasts, an uneasy peace agreement between the U.S. and Iran, and questions over the fate of the artificial intelligence investment wave -- but remain bullish.</p><p style=\"text-align: left;\">Stocks have had a staggering second-quarter comeback this year, with the S&amp;P 500 up more than 13% coming into Tuesday&#39;s sharp selloff and the Nasdaq Composite gaining more than 18.8%.</p><p style=\"text-align: left;\">Those gains, which more than reversed the two indexes&#39; respective 4.6% and 7.1% declines over the first three months of the year, were largely the result of a tech and AI investment wave that powered a staggering first-quarter earnings growth rate of around 29%. Those wins offset the impact of soaring oil prices and geopolitical tensions that continue to linger in the Persian Gulf.</p><p style=\"text-align: left;\">Earnings are likely to drive markets higher in the back half of the year. However, tensions between the U.S. and Iran -- and the higher crude and energy prices they&#39;ve created -- alongside a surprisingly hawkish Fed and a fading domestic consumer will keep gains in check.</p><p style=\"text-align: left;\">&#34;While neither the software, private credit nor geopolitical and energy shocks have yet been large or persistent enough to overturn our core equity thesis, new concerns are emerging into the back half of the year, &#34; said a team of analysts led by Venu Krishna, U.S. equity strategist at Barclays, in a research note.</p><p style=\"text-align: left;\">Markets will tangle with resurgent inflation, AI capital expenditure concerns and a hawkish Fed over the next six months, the team said, but its broader earnings thesis is still likely to take the S&amp;P 500 to around 7800 points by the end of the year.</p><p style=\"text-align: left;\">For Barclays, that&#39;s a mere 2% bump from its prior forecast, and suggests a small 5% gain from current levels. But the bank sees more upside by the end of 2027, when it expects the benchmark index to be at 8800 points.</p><p style=\"text-align: left;\">&#34;Upside to 8500 in our bull case would require a stronger translation of AI investment into productivity and margins, alongside a more benign macro path,&#34; Krishna and his team wrote. &#34;Conversely, our 6300 bear case embeds a slowdown in AI capex and tighter financial conditions.&#34;</p><p style=\"text-align: left;\">LSEG data suggests second-quarter earnings growth of around 22.9%, with an overall tally of $692.4 billion. Further advances of 25% and 23.7% are penciled in for the final six months of the year.</p><p style=\"text-align: left;\">That leaves full-year growth pegged at 25.2%, more than 10 percentage points ahead of the 2025 total, with an early 17% gain forecast for 2027.</p><p style=\"text-align: left;\"><a href=\"https://laohu8.com/S/SFB\">Stifel</a> analysts led by Thomas Carroll said in a note that they are similarly &#34;cautious bulls,&#34; taking their year-end S&amp;P 500 price target to 7800 points as a &#34;running hot&#39; economy and strong operating leverage drive explosive profit growth.&#34;</p><p style=\"text-align: left;\">&#34;However, stock concentration sits at 40-year highs and peaking dispersion signals a rotation out of megacaps into equal-weight indices, &#34; the team said. &#34;Stocks are reflecting our bifurcating &#39;Tale of Two Economies&#39; view, where booming AI fixed investment is outperforming squeezed consumers.&#34;</p><p style=\"text-align: left;\">Both Stifel and Barclays lifted their 2026 S&amp;P 500 earnings estimates to $337 a share, suggesting 20%-plus gains from last year&#39;s levels, but both also note disquiet with the level of tech-led concentration in the benchmark.</p><p style=\"text-align: left;\">Around half of the S&amp;P 500&#39;s overall market value of $67.1 trillion is captured in just 41 stocks tied to the artificial intelligence boom, according to Jim Bianco of Bianco Research, citing data from JPMorgan.</p><p style=\"text-align: left;\">Krishna at Barclays says that historically low correlations within the S&amp;P 500 sectors suggest idiosyncratic earnings, while noting concentration changes stoked volatility.</p><p style=\"text-align: left;\">&#34;Together, we believe these dynamics have reduced the effectiveness of sectors as an expression of views, reinforcing the shift toward stock selection and narrow thematic exposure,&#34; he said.</p><p style=\"text-align: left;\">That leaves investors back to square one, in some respects, in terms of assessing the market&#39;s path into the second half of the year. Stock prices reflect earnings growth, paired with the broader economy&#39;s strength and measured with a discount rate tied to the Fed.</p><p style=\"text-align: left;\">One of those three pillars -- the first -- seems assured. The others, much less so.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SPYU":"MAX S&P 500 4X Leveraged ETN","XLG":"Invesco S&P 500 Top 50 ETF","IVW":"标普500成长股指数ETF-iShares","BK4127":"投资银行业与经纪业","SSO":"2倍做多标普500ETF-ProShares","MMAX":"iShares Large Cap Max Buffer Mar ETF","SPYV":"SPDR Portfolio S&P 500 Value ETF","SCHB":"Schwab US Broad Market ETF","MOAT":"VanEck Morningstar Wide Moat ETF","SMAX":"ISHARES LARGE CAP MAX BUFFER SEP ETF","TSPY":"TappAlpha SPY Growth & Daily Income ETF","VBK":"美国小盘成长股ETF-Vanguard","BK4521":"英国银行股","DMAX":"ISHARES LARGE CAP MAX BUFFER DEC ETF","IJH":"标普中型股400指数ETF-iShares",".SPX":"S&P 500 Index","YSPY":"GraniteShares YieldBOOST SPY ETF","SPXL":"三倍做多标普500ETF-Direxion","SPYD":"SPDR Portfolio S&P 500 High Dividend ETF","GPIX":"GOLDMAN SACHS S&P 500 CORE PREMIUM INCOME ETF","SH":"做空标普500-Proshares","BMAY":"Innovator U.S. Equity Buffer ETF - May","ALLW":"SPDR BRIDGEWATER ALL WEATHER ETF","SPYG":"SPDR Portfolio S&P 500 Growth ETF","VTI":"大盘指数ETF-Vanguard MSCI","ACWI":"MSCI全球ETF-iShares","IVV":"标普500ETF-iShares","SPUS":"SP Funds S&P 500 Sharia Industry Exclusions ETF","SFY":"SoFi Select 500 ETF","XYLD":"Global X S&P 500 Covered Call ETF","DBSC":"Deepwater Beachfront Small Cap ETF","SPXS":"三倍做空标普500ETF-Direxion","JEPI":"JPMorgan Equity Premium Income ETF","NOBL":"ProShares S&P 500 Aristocrats ETF","SPYH":"Neos S&P 500 Hedged Equity Income ETF","HIBS":"Direxion Daily S&P 500 High Beta Bear 3X Shares","RSPU":"Invesco S&P 500 Equal Weight Utilities ETF","SPGP":"Invesco S&P 500 GARP ETF","RSPN":"Invesco S&P 500 Equal Weight Industrials ETF","SPLV":"Invesco S&P 500 Low Volatility ETF","BK4207":"综合性银行","HIBL":"Direxion Daily S&P 500 High Beta Bull 3X Shares","IJR":"标普小型股600指数ETF-iShares","SCHX":"Schwab US Large-Cap ETF","SDS":"两倍做空标普500 ETF-ProShares","SPUU":"Direxion Daily S&P 500 Bull 2x Shares","SPXU":"三倍做空标普500ETF-ProShares","SPDN":"Direxion Daily S&P 500 Bear 1X Shares","SPYM":"投资组合标普500指数ETF-SPDR","ITOT":"安硕核心标普全美股市ETF-iShares","RSP":"平均加权指数ETF-Rydex S&P","XDTE":"Roundhill S&P 500 0DTE Covered Call Strategy ETF","SPHD":"标普500高股利投资组合ETF-PowerShares","ETFT":"Fundsmith Equity ETF","SPYQ":"2倍做多SPY Quarterly ETF-Tradr","UPRO":"三倍做多标普500ETF-ProShares","RSPA":"Invesco S&P 500 Equal Weight Income Advantage ETF","VTV":"Vanguard Value ETF","SPHQ":"Invesco S&P 500 Quality ETF","GSLC":"Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF","SPMO":"Invesco S&P 500 Momentum ETF","VEU":"Vanguard FTSE All-World ex-US ETF","IVE":"标普500价值指数ETF-iShares","VV":"Vanguard Large-Cap ETF"},"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2645859827","content_text":"Wall Street is starting to revamp its outlook for stock performance over the second half of 2026, following a distinctly separate set of market returns that dominated the opening six months.Two of the biggest U.S. investment banks see increasing risks tied to Federal Reserve rate forecasts, an uneasy peace agreement between the U.S. and Iran, and questions over the fate of the artificial intelligence investment wave -- but remain bullish.Stocks have had a staggering second-quarter comeback this year, with the S&P 500 up more than 13% coming into Tuesday's sharp selloff and the Nasdaq Composite gaining more than 18.8%.Those gains, which more than reversed the two indexes' respective 4.6% and 7.1% declines over the first three months of the year, were largely the result of a tech and AI investment wave that powered a staggering first-quarter earnings growth rate of around 29%. Those wins offset the impact of soaring oil prices and geopolitical tensions that continue to linger in the Persian Gulf.Earnings are likely to drive markets higher in the back half of the year. However, tensions between the U.S. and Iran -- and the higher crude and energy prices they've created -- alongside a surprisingly hawkish Fed and a fading domestic consumer will keep gains in check.\"While neither the software, private credit nor geopolitical and energy shocks have yet been large or persistent enough to overturn our core equity thesis, new concerns are emerging into the back half of the year, \" said a team of analysts led by Venu Krishna, U.S. equity strategist at Barclays, in a research note.Markets will tangle with resurgent inflation, AI capital expenditure concerns and a hawkish Fed over the next six months, the team said, but its broader earnings thesis is still likely to take the S&P 500 to around 7800 points by the end of the year.For Barclays, that's a mere 2% bump from its prior forecast, and suggests a small 5% gain from current levels. But the bank sees more upside by the end of 2027, when it expects the benchmark index to be at 8800 points.\"Upside to 8500 in our bull case would require a stronger translation of AI investment into productivity and margins, alongside a more benign macro path,\" Krishna and his team wrote. \"Conversely, our 6300 bear case embeds a slowdown in AI capex and tighter financial conditions.\"LSEG data suggests second-quarter earnings growth of around 22.9%, with an overall tally of $692.4 billion. Further advances of 25% and 23.7% are penciled in for the final six months of the year.That leaves full-year growth pegged at 25.2%, more than 10 percentage points ahead of the 2025 total, with an early 17% gain forecast for 2027.Stifel analysts led by Thomas Carroll said in a note that they are similarly \"cautious bulls,\" taking their year-end S&P 500 price target to 7800 points as a \"running hot' economy and strong operating leverage drive explosive profit growth.\"\"However, stock concentration sits at 40-year highs and peaking dispersion signals a rotation out of megacaps into equal-weight indices, \" the team said. \"Stocks are reflecting our bifurcating 'Tale of Two Economies' view, where booming AI fixed investment is outperforming squeezed consumers.\"Both Stifel and Barclays lifted their 2026 S&P 500 earnings estimates to $337 a share, suggesting 20%-plus gains from last year's levels, but both also note disquiet with the level of tech-led concentration in the benchmark.Around half of the S&P 500's overall market value of $67.1 trillion is captured in just 41 stocks tied to the artificial intelligence boom, according to Jim Bianco of Bianco Research, citing data from JPMorgan.Krishna at Barclays says that historically low correlations within the S&P 500 sectors suggest idiosyncratic earnings, while noting concentration changes stoked volatility.\"Together, we believe these dynamics have reduced the effectiveness of sectors as an expression of views, reinforcing the shift toward stock selection and narrow thematic exposure,\" he said.That leaves investors back to square one, in some respects, in terms of assessing the market's path into the second half of the year. Stock prices reflect earnings growth, paired with the broader economy's strength and measured with a discount rate tied to the Fed.One of those three pillars -- the first -- seems assured. The others, much less so.","news_type":1,"symbols_score_info":{"GPIX":0.6,"RSPN":0.6,"SPYU":0.6,"SSO":0.6,"SPYQ":0.6,"IJR":0.6,"SPMO":0.6,"SPLV":0.6,"SDS":0.6,"SCHB":0.6,"RSPA":0.6,"SPDN":0.6,"SCHX":0.6,"VBK":0.6,"MMAX":0.6,"SPYD":0.6,"SPYV":0.6,"JEPI":0.6,"SH":0.6,"TSPY":0.6,"VEU":0.6,"VV":0.6,"SFY":0.6,".SPX":1.98,"VTV":0.6,"XYLD":0.6,"VTI":0.6,"SMAX":0.6,"YSPY":0.6,"RSPU":0.6,"DMAX":0.6,"IVW":0.6,"ACWI":0.6,"MOAT":0.6,"IVV":0.6,"ALLW":0.6,"NOBL":0.6,"SPUU":0.6,"SPYH":0.6,"RSP":0.6,"SPXU":0.6,"XDTE":0.6,"SPYG":0.6,"HIBL":0.6,"ETFT":0.6,"DBSC":0.6,"SPYM":0.6,"UPRO":0.6,"SPUS":0.6,"SPGP":0.6,"ITOT":0.6,"SPXL":0.6,"SPXS":0.6,"SPHD":0.6,"SPHQ":0.6,"HIBS":0.6,"BMAY":0.6,"GSLC":0.6,"XLG":0.6,"IJH":0.6,"IVE":0.6}},"isVote":1,"tweetType":1,"viewCount":7,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":496500255183328,"gmtCreate":1762238400026,"gmtModify":1762238783395,"author":{"id":"4094124983064810","authorId":"4094124983064810","name":"LYA","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4094124983064810","idStr":"4094124983064810"},"themes":[],"title":"","htmlText":"Share your opinion about this news…","listText":"Share your opinion about this news…","text":"Share your opinion about this news…","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/496500255183328","repostId":"1198907043","repostType":2,"repost":{"id":"1198907043","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1762237268,"share":"https://ttm.financial/m/news/1198907043?lang=en_US&edition=fundamental","pubTime":"2025-11-04 14:21","market":"us","language":"en","title":"Crypto Daily | Bitcoin Falls to $104K; Crypto Shares Fall in Overnight Trading With TeraWulf Down About 6%; Bit Digital, Canaan Down over 4%; BTCS, Bitfarms, SBET Down Nearly 4%","url":"https://stock-news.laohu8.com/highlight/detail?id=1198907043","media":"Tiger Newspress","summary":"Crypto Daily is our column tracking crypto market trends, offering timely insights and valuable updates to keep you informed.Crypto NewsBitcoin Declines as Selling Momentum Carries Over From...","content":"<html><head></head><body><p><strong><em>Crypto Daily is our column tracking crypto market trends, offering timely insights and valuable updates to keep you informed.</em></strong></p><h2 id=\"id_2266231118\">Crypto News</h2><h3 id=\"h-asia-market-open-bitcoin-declines-2-as-selling-momentum-carries-over-from-october\" style=\"text-align: left;\">Bitcoin Declines as Selling Momentum Carries Over From October</h3><p>Bitcoin fell over 1% to $104,422 and Ethereum dropped to $3,530 as whale profit booking and continued ETF outflows weighed on sentiment.</p><p style=\"text-align: left;\">The pullback extends pressure from Red October, when a $19b washout on Oct. 19 set a weaker tone that bled into November. Traders say the move looks like consolidation after a volatile month, with some positioning for a base before the next leg higher.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/3b9f122352b2430ced68f3e3c452ab8a\" title=\"\" tg-width=\"1170\" tg-height=\"1393\"/></p><h3 id=\"id_3857161439\">Crypto Shares Sink With Bakkt Holdings Fall over 10%</h3><p>Crypto shares fell in overnight trading. TeraWulf down about 6%; Bit Digital, Canaan down over 4%; BTCS, Bitfarms, SBET down nearly 4%.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/db51777f92b92cbad0b608d38f79c7a6\" title=\"\" tg-width=\"618\" tg-height=\"633\"/></p><h3 id=\"id_3814990122\">Anti-CZ Whale’s Short Bets Surge to Nearly $100M in Profit as Market Drops</h3><p style=\"text-align: left;\">The trader known as the “Anti-CZ Whale,” who recently increased his $ASTER short position after CZ publicly posted a buy signal, is now sitting on more than $21M in unrealized profit across two wallets.</p><p style=\"text-align: left;\">In addition to ASTER, he is also shorting DOGE, ETH, XRP, and PEPE, all currently profitable. His total realized and unrealized gains on Hyperliquid are now approaching $100M, making him one of the platform’s most successful high-conviction short traders.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/12459c99e4369a2e15d76203efc68702\" title=\"\" tg-width=\"540\" tg-height=\"615\"/></p><h3 id=\"id_2697827831\">Whale Group “7 Siblings” Scoops Up $14,254 ETH Amid Market Dip</h3><p style=\"text-align: left;\">As prices softened, the whale cohort known as “7 Siblings” went on an aggressive buying spree, spending 52.47 million USDC over the past 12 hours to accumulate 14,254 ETH at an average price of $3,681. The coordinated accumulation suggests select large holders view the pullback as a strategic entry opportunity, even as broader market sentiment remains cautious.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/c769ab7e95414f053276f753eda25698\" title=\"\" tg-width=\"396\" tg-height=\"504\"/></p><h3 id=\"id_1472522471\">StakeWise Recovers $19.3M in osETH From Balancer Hacker, Reducing Stolen Fund Total to ~$98M</h3><p style=\"text-align: left;\">Liquid staking protocol StakeWise recovered 5,041 osETH (worth ~$19.3 million) from the Balancer exploit this morning via a contract call, trimming the hacker’s haul from about $117 million to roughly $98 million. The attacker has been steadily swapping liquid staking tokens into ETH, with more than half of the remaining funds now held in ETH. The recovery marks one of the few successful asset retrievals in the ongoing Balancer exploit fallout.</p><h3 id=\"id_3929279110\">Wintermute Founder Denies Plans to Sue Binance, Calls Rumors “Baseless”</h3><p style=\"text-align: left;\">Wintermute founder Evgeny Gaevoy has denied rumors that the firm plans to sue Binance, saying it has never intended to pursue legal action and has no reason to do so. He also rejected suggestions that Wintermute signed an NDA or coordinated any legal strategy with other market makers, describing the claims as “completely baseless.” Gaevoy noted that while some users have speculated about potential disputes, Wintermute is not involved in any such efforts.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/231aa9289e264d96770b923b4430a56d\" title=\"\" tg-width=\"399\" tg-height=\"279\"/></p><h2 id=\"id_2104782837\">Bitcoin Spot ETF Flow</h2><p>The overall net outflow of the US Bitcoin spot ETF on Monday (Nov. 3) was $186.51 million. The total net asset value of Bitcoin spot ETFs is $143.51 billion, and the ETF net asset ratio (market value compared to total Bitcoin market value) is 6.75%.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/068e366cbdef7cef09510bfea260924b\" title=\"\" tg-width=\"1659\" tg-height=\"129\"/></p><p>The Bitcoin spot ETF with the highest net outflow on Nov.3 was <a href=\"https://laohu8.com/S/IBIT\">iShares Bitcoin Trust ETF</a> , with a net outflow of $186.51 million.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/51ecc946f12047b4217c94bd4e3add5e\" title=\"\" tg-width=\"600\" tg-height=\"426\"/></p><p></p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Crypto Daily | Bitcoin Falls to $104K; Crypto Shares Fall in Overnight Trading With TeraWulf Down About 6%; Bit Digital, Canaan Down over 4%; BTCS, Bitfarms, SBET Down Nearly 4%</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nCrypto Daily | Bitcoin Falls to $104K; Crypto Shares Fall in Overnight Trading With TeraWulf Down About 6%; Bit Digital, Canaan Down over 4%; BTCS, Bitfarms, SBET Down Nearly 4%\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2025-11-04 14:21</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p><strong><em>Crypto Daily is our column tracking crypto market trends, offering timely insights and valuable updates to keep you informed.</em></strong></p><h2 id=\"id_2266231118\">Crypto News</h2><h3 id=\"h-asia-market-open-bitcoin-declines-2-as-selling-momentum-carries-over-from-october\" style=\"text-align: left;\">Bitcoin Declines as Selling Momentum Carries Over From October</h3><p>Bitcoin fell over 1% to $104,422 and Ethereum dropped to $3,530 as whale profit booking and continued ETF outflows weighed on sentiment.</p><p style=\"text-align: left;\">The pullback extends pressure from Red October, when a $19b washout on Oct. 19 set a weaker tone that bled into November. Traders say the move looks like consolidation after a volatile month, with some positioning for a base before the next leg higher.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/3b9f122352b2430ced68f3e3c452ab8a\" title=\"\" tg-width=\"1170\" tg-height=\"1393\"/></p><h3 id=\"id_3857161439\">Crypto Shares Sink With Bakkt Holdings Fall over 10%</h3><p>Crypto shares fell in overnight trading. TeraWulf down about 6%; Bit Digital, Canaan down over 4%; BTCS, Bitfarms, SBET down nearly 4%.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/db51777f92b92cbad0b608d38f79c7a6\" title=\"\" tg-width=\"618\" tg-height=\"633\"/></p><h3 id=\"id_3814990122\">Anti-CZ Whale’s Short Bets Surge to Nearly $100M in Profit as Market Drops</h3><p style=\"text-align: left;\">The trader known as the “Anti-CZ Whale,” who recently increased his $ASTER short position after CZ publicly posted a buy signal, is now sitting on more than $21M in unrealized profit across two wallets.</p><p style=\"text-align: left;\">In addition to ASTER, he is also shorting DOGE, ETH, XRP, and PEPE, all currently profitable. His total realized and unrealized gains on Hyperliquid are now approaching $100M, making him one of the platform’s most successful high-conviction short traders.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/12459c99e4369a2e15d76203efc68702\" title=\"\" tg-width=\"540\" tg-height=\"615\"/></p><h3 id=\"id_2697827831\">Whale Group “7 Siblings” Scoops Up $14,254 ETH Amid Market Dip</h3><p style=\"text-align: left;\">As prices softened, the whale cohort known as “7 Siblings” went on an aggressive buying spree, spending 52.47 million USDC over the past 12 hours to accumulate 14,254 ETH at an average price of $3,681. The coordinated accumulation suggests select large holders view the pullback as a strategic entry opportunity, even as broader market sentiment remains cautious.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/c769ab7e95414f053276f753eda25698\" title=\"\" tg-width=\"396\" tg-height=\"504\"/></p><h3 id=\"id_1472522471\">StakeWise Recovers $19.3M in osETH From Balancer Hacker, Reducing Stolen Fund Total to ~$98M</h3><p style=\"text-align: left;\">Liquid staking protocol StakeWise recovered 5,041 osETH (worth ~$19.3 million) from the Balancer exploit this morning via a contract call, trimming the hacker’s haul from about $117 million to roughly $98 million. The attacker has been steadily swapping liquid staking tokens into ETH, with more than half of the remaining funds now held in ETH. The recovery marks one of the few successful asset retrievals in the ongoing Balancer exploit fallout.</p><h3 id=\"id_3929279110\">Wintermute Founder Denies Plans to Sue Binance, Calls Rumors “Baseless”</h3><p style=\"text-align: left;\">Wintermute founder Evgeny Gaevoy has denied rumors that the firm plans to sue Binance, saying it has never intended to pursue legal action and has no reason to do so. He also rejected suggestions that Wintermute signed an NDA or coordinated any legal strategy with other market makers, describing the claims as “completely baseless.” Gaevoy noted that while some users have speculated about potential disputes, Wintermute is not involved in any such efforts.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/231aa9289e264d96770b923b4430a56d\" title=\"\" tg-width=\"399\" tg-height=\"279\"/></p><h2 id=\"id_2104782837\">Bitcoin Spot ETF Flow</h2><p>The overall net outflow of the US Bitcoin spot ETF on Monday (Nov. 3) was $186.51 million. The total net asset value of Bitcoin spot ETFs is $143.51 billion, and the ETF net asset ratio (market value compared to total Bitcoin market value) is 6.75%.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/068e366cbdef7cef09510bfea260924b\" title=\"\" tg-width=\"1659\" tg-height=\"129\"/></p><p>The Bitcoin spot ETF with the highest net outflow on Nov.3 was <a href=\"https://laohu8.com/S/IBIT\">iShares Bitcoin Trust ETF</a> , with a net outflow of $186.51 million.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/51ecc946f12047b4217c94bd4e3add5e\" title=\"\" tg-width=\"600\" tg-height=\"426\"/></p><p></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BTBT":"Bit Digital, Inc.","WULF":"TeraWulf Inc.","BKKT":"Bakkt Holdings, Inc."},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1198907043","content_text":"Crypto Daily is our column tracking crypto market trends, offering timely insights and valuable updates to keep you informed.Crypto NewsBitcoin Declines as Selling Momentum Carries Over From OctoberBitcoin fell over 1% to $104,422 and Ethereum dropped to $3,530 as whale profit booking and continued ETF outflows weighed on sentiment.The pullback extends pressure from Red October, when a $19b washout on Oct. 19 set a weaker tone that bled into November. Traders say the move looks like consolidation after a volatile month, with some positioning for a base before the next leg higher.Crypto Shares Sink With Bakkt Holdings Fall over 10%Crypto shares fell in overnight trading. TeraWulf down about 6%; Bit Digital, Canaan down over 4%; BTCS, Bitfarms, SBET down nearly 4%.Anti-CZ Whale’s Short Bets Surge to Nearly $100M in Profit as Market DropsThe trader known as the “Anti-CZ Whale,” who recently increased his $ASTER short position after CZ publicly posted a buy signal, is now sitting on more than $21M in unrealized profit across two wallets.In addition to ASTER, he is also shorting DOGE, ETH, XRP, and PEPE, all currently profitable. His total realized and unrealized gains on Hyperliquid are now approaching $100M, making him one of the platform’s most successful high-conviction short traders.Whale Group “7 Siblings” Scoops Up $14,254 ETH Amid Market DipAs prices softened, the whale cohort known as “7 Siblings” went on an aggressive buying spree, spending 52.47 million USDC over the past 12 hours to accumulate 14,254 ETH at an average price of $3,681. The coordinated accumulation suggests select large holders view the pullback as a strategic entry opportunity, even as broader market sentiment remains cautious.StakeWise Recovers $19.3M in osETH From Balancer Hacker, Reducing Stolen Fund Total to ~$98MLiquid staking protocol StakeWise recovered 5,041 osETH (worth ~$19.3 million) from the Balancer exploit this morning via a contract call, trimming the hacker’s haul from about $117 million to roughly $98 million. The attacker has been steadily swapping liquid staking tokens into ETH, with more than half of the remaining funds now held in ETH. The recovery marks one of the few successful asset retrievals in the ongoing Balancer exploit fallout.Wintermute Founder Denies Plans to Sue Binance, Calls Rumors “Baseless”Wintermute founder Evgeny Gaevoy has denied rumors that the firm plans to sue Binance, saying it has never intended to pursue legal action and has no reason to do so. He also rejected suggestions that Wintermute signed an NDA or coordinated any legal strategy with other market makers, describing the claims as “completely baseless.” Gaevoy noted that while some users have speculated about potential disputes, Wintermute is not involved in any such efforts.Bitcoin Spot ETF FlowThe overall net outflow of the US Bitcoin spot ETF on Monday (Nov. 3) was $186.51 million. The total net asset value of Bitcoin spot ETFs is $143.51 billion, and the ETF net asset ratio (market value compared to total Bitcoin market value) is 6.75%.The Bitcoin spot ETF with the highest net outflow on Nov.3 was iShares Bitcoin Trust ETF , with a net outflow of $186.51 million.","news_type":1,"symbols_score_info":{"BTBT":2,"BKKT":2,"WULF":2}},"isVote":1,"tweetType":1,"viewCount":266,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}