6 月開始減倉成功逃頂? Citrini 最新報告摘要 「Citrindex 模型組合的 AI 硬體曝險從 5 月超過 50% 降到 6 月低於 10%」 🔥 10/21 表態看好 $NVDA $META、做空 $GOOGL 1️⃣ AI 建設的支出成長見頂,若 Hyperscaler 再繼續大幅增加 CapEx,Citrini 不認為營收跟得上 2️⃣ 頭部 AI 實驗室開始放慢大型支出承諾,Citrini 著眼於明年 ARR 是否比今年成長更快、資料中心交付速度、市場借錢意願 3️⃣ 巨頭已無法再靠自身現金流投入建設,增量 AI 基礎設施資金幾乎都來自股權或發債 4️⃣ 任務成本降 10%,用量卻只增約 3%,Jevons 悖論短期不成立;DeepSeek 推論毛利高達 80%,代表非前沿模型的 token 價格還有下跌空間 👉 看推文 🔍看每日幣研,帶你了解加密貨幣大小事 https://portaly.cc…

Channel
每日幣研|市場分析 & 鏈上週報
@cryptowesearch_news
On this record: Topic · Growth · Engagement · What this channel posts · Reactions · Posts · Citations · Handles named that no longer answer · Telegram's recommendations · Cite this entry
10,957subscribers
-259 since we began measuring on 7 August 2026
Risers and fallers across the register · movement among entries of 10,000–31,623.
Register entry
| Telegram ID | -1001464313163 |
|---|---|
| Type | Channel |
| Username | @cryptowesearch_news |
| Description | Everything you should know in Crypto 鏈上數據、市場生態、股票分析 👉 Instagram: @crypto_wesearch 👉 https://cryptowesearch.com/ 【Twitter】 👉https://twitter.com/CryptoWesearch 【Youtube】 👉 每日幣研 Alvin : https://pse.is/3vzwwk 【華語群】 👉 t.me/cryptowesearchzh |
| Created | Between 1 April 2019 and 31 October 2021 — estimated from Telegram’s id allocation, not measured. How this range is calculated. |
| First recorded | 7 August 2026 |
| Last confirmed live | 5 November 2026 |
| Measurements held | 55 |
| Confirmed unchanged | 1 time, most recently 5 November 2026 |
| On Telegram | t.me/cryptowesearch_news |
Topic
Crypto & trading — a classification, not a measurement. An on-box language model (Qwen3.6-35B-A3B-FP8, prompt version 1) read this channel’s own recent posts on 11 September 2026 and assigned it the closest of 31 fixed categories, at 100% confidence. This is a model’s judgement about what the channel is likely to be about, not a fact this register measured the way a subscriber count or a view count is measured — it can be revised on a later pass, and it carries no weight anywhere else on this page. How this classification works, and the other topics.
Growth
| Measured (UTC) | Subscribers | Change |
|---|---|---|
| 5 Nov 2026, 06:39 | 10,957 | -4 |
| 4 Nov 2026, 06:00 | 10,961 | +1 |
| 3 Nov 2026, 03:50 | 10,960 | -1 |
| 2 Nov 2026, 02:19 | 10,961 | -5 |
| 31 Oct 2026, 23:07 | 10,966 | -6 |
| 30 Oct 2026, 20:46 | 10,972 | -8 |
| 29 Oct 2026, 20:58 | 10,980 | -5 |
| 28 Oct 2026, 21:20 | 10,985 | -10 |
| 27 Oct 2026, 22:46 | 10,995 | +1 |
| 26 Oct 2026, 19:27 | 10,994 | +2 |
| 25 Oct 2026, 21:35 | 10,992 | -5 |
| 24 Oct 2026, 18:16 | 10,997 | -5 |
| 23 Oct 2026, 17:45 | 11,002 | -6 |
| 22 Oct 2026, 16:28 | 11,008 | -6 |
| 20 Oct 2026, 11:41 | 11,014 | -2 |
| 19 Oct 2026, 08:40 | 11,016 | -2 |
| 18 Oct 2026, 07:21 | 11,018 | -5 |
| 17 Oct 2026, 09:28 | 11,023 | -4 |
| 15 Oct 2026, 14:26 | 11,027 | -6 |
| 14 Oct 2026, 12:48 | 11,033 | first reading |
Engagement
81 posts held, back to 22 July 2026 — the reader has not yet reached the start of this channel’s public history, so older posts may sit further back, unread. Read across 48 pages of Telegram’s post history, 20 posts per page.
- ERR · 30 days
- 5.59%
- avg views ÷ 10,957 subscribers
- Avg views / post
- 612
- 25 posts measured
- Reaction rate
- 0.176%
- reactions ÷ views · ER floor
- Posts in window
- 25
- of 81 held
ERR is average views per post over the last 30 days divided by subscribers, the definition TGStat uses, so this figure is comparable with the one you will see elsewhere. It falls structurally as a channel grows: a high ERR on a small channel and a low one on a large channel describe reach mathematics, not quality. We publish the figure and the sample it came from and pass no verdict on it.
ER is defined industry-wide as (forwards + reactions + comments) ÷ views — note the denominator is views, not subscribers. Telegram’s public web preview carries views and reactions but not forward or comment counts, so the reaction rate above is the reactions term only and is therefore a floor: the true ER for this channel is higher by an amount we have not measured and will not estimate. It is computed over the 14 of 25 measured posts that carry a reaction reading, and over those same posts' views.
| Window | Rolling 30 days · latest post in window 5 November 2026 |
|---|---|
| Posts held | 81 (22 July 2026 – 5 November 2026) |
| Views total | 15,309 |
| Reactions total | 16 |
| Forwards / comments | not exposed by the public surface — not measured, not estimated |
| Readings taken | 5 Nov 2026, 20:12 UTC |
Views are a single reading per post, taken at the time above. A post published in the last day or two is still accumulating views, which pulls the 30-day average down slightly. That is a property of the standard definition rather than a fault in it, so we keep the definition rather than “correcting” the number into something nobody can reproduce.
Precision. Telegram publishes view counts on its public widget in short form — 8.12K, 3.7M — so any reading at or above 1,000 reaches us rounded to three significant figures, and only counts below 1,000 are exact. Averages and rates derived from them are shown to the same precision rather than to the unit: a figure like 3,701,250 would assert digits nobody measured.
Reaction counts are published per emoji and rounded the same way, so a total below 1,000 is exact and a larger one is a sum that may carry a rounded component from each emoji above 1,000. Because it is a sum, it does not look rounded — read a large reaction total as three significant figures per contributing emoji rather than as the figure it prints.
What this channel posts
- Photos
- ≈1,650
- Videos
- ≈7
- Links
- ≈2,460
Lifetime counters from Telegram’s own channel header, read 5 November 2026 — not the date at the top of this page, which is when the subscriber count was last read. A count marked ≈ was rounded by Telegram before we ever saw it — t.me prints these counters in full below 1,000 and to three significant figures above, so ≈142,000 means somewhere between 141,500 and 142,499.
Reaction mix
35 reactions across 23 posts, in 4 distinct kinds. The most used accounts for 57.1% of them.
| Reaction | Count | Share | Share, drawn |
|---|---|---|---|
| ❤ | 20 | 57.1% | |
| 👍 | 8 | 22.9% | |
| 😢 | 6 | 17.1% | |
| 🔥 | 1 | 2.86% |
No sentiment is inferred, and none should be read in. This table is ordered by count and by nothing else. Emoji do not carry stable meaning across languages or communities — 🙏 is thanks in one channel and mourning in another — so we publish which ones were pressed and how often, and pass no judgement on what an audience meant by them.
Precision. Telegram publishes reaction counts per emoji and short-forms each one — 4.34K, 1.2M — so any single kind at or above 1,000 reaches us at three significant figures, and only counts below 1,000 are exact. The shares above are ratios of those figures and carry the same error. This is also why the total here can differ slightly from a reaction total printed elsewhere on the page: both are sums of the same rounded parts, taken over samples with different edges.
Coverage. Reactions were read on 27 of the 81 sampled posts in this sample. Summed by Telegram’s own count on each post — not by adding up the per-emoji breakdown above — those same posts carry 35 reactions in total: the kind of figure the paragraph above means by “a reaction total printed elsewhere on the page”.
Measured over the 81 most recent posts we hold, published 22 July 2026 to 5 November 2026, using the newest reading held for each. Telegram Stars are excluded: they are a payment, not a reaction, and they have their own section.
Recent posts
Telegram’s own ‘edited’ marker: 1 of 25 posts held from the last 30 days (4.00%) carried it when this register last read them. The marker says a post was changed after publishing, not what it said before — this register holds the earlier wording only where an edit fell between two of its own reads (see the edit ledger and how it is measured).
Anthropic IPO 前兩週驚現人才流失!3 位要角相繼離職 💥 Cat Wu 無縫加入 OpenAI 領導核心產品管理 去年 7 月就曾與 Boris Cherny 一同跳槽 Cursor,但在兩週後又重回 Anthropic 於 Anthropic 任職期間熱度最高的論點: 💡 Cat Wu - 曾任 Claude Code 與 Cowork 產品負責人 1️⃣ 「讓模型檢討自己的錯誤」是最被低估的技巧 2️⃣ 自動化程度停在 95% 就不算自動化。最後 5%~10% 最花時間,做不到 100% 就難以信任 💡 Thariq Shihipar - 曾任 Claude Code 工程師 1️⃣ 移除 Claude Code 超過 80% system prompt 2️⃣ 在 AI 長時間運行之下,「prompt caching」至關重要 💡 Anthony Morris - 曾任 Claude Code 桌面版…
$CLANKER 單日爆噴 45%💥 易主並更換 CEO 重啟項目能否點燃 Base Meme 生機? 🔥 新 CEO Toady Hawk 宣布將使 Clanker 對標頭部 Launchpad,支援股票配對、新鏈,甚至第一天支援 _______ 👀? 在 Clanker 誕生的兩年以來,曾是 Base 上交易量最高的發射台,後來賣給 Farcaster,又與 Farcaster 一同交予 Neynar,如今由 Suji Yan 的 Mask Network 接手 新任 CEO Toady 的背景包括 Base 安全委員會的成員與 Clanker 的最早期用戶,重啟推文一發立即獲得 Jesse Pollak 轉推肯定 Mask Network 要如何妥善整合手中的社交平台資源 Lens、Firefly 將是接下來關注的一大重點 👉 看推文 🔍看每日幣研,帶你了解加密貨幣大小事 https://portaly.cc/…
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期中選舉前一天美軍空襲伊朗,科技股連續下殺,BTC 守在 7.6 萬|1103 幣研週報 ⚠️ 本期重點 伊朗革命衛隊向美軍飛機開火後,美軍 11/3 空襲荷莫茲海峽附近的格什姆島;前一天國務卿 Rubio 才說 Trump 偏好以外交方式結束戰爭,WTI 從 104 美元跌回 96 美元。 Nasdaq 100 10/30 單日一度跌近 5%,比 10/6 高點低了 10%,Intel 收跌 28.6%;BTC 一週跌 3.8%,空襲消息傳出後仍守在 7.6 萬~7.7 萬美元。 📌 Forever × Orbio:Robinhood Chain 上的 AI 代理共治經濟體 📌 幣安駭客事件進度:被盜資產已補回約 95% 📌 Lauren Tan:一個月送出 2,500 個 PR 的 AI 代理實戰 📌 美股科技股三天最多跌三成:RDDT、NOW、INTC、GOOGL 預測市場熱門關注事件(下集) 🔭 期中選舉開票…
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$BTC 已從高點 -11%!美國期中選舉將迎來絕對底部? ☠️ Polymarket 對於民主黨贏下兩院的可能性高達 77%,後續 CLARITY 發展恐怕不太樂觀 與上屆期中選舉(2022 年)驚人相似的部分包括聯準會利率皆為 3.75%~4%、同樣遇到大型 Crypto 交易所出事(2022 FTX 倒閉) 值得關注的是 2018 年與 2022 年兩次期中選舉大跌後皆迎來 $BTC 的絕對底部,此後再無回到該價位 1️⃣ 2018/11/6 期中選舉(川普執政) 單月下跌 50% 📉,低點後 6 個月 +335% 2️⃣ 2022/11/8 期中選舉(拜登執政) 兩天下跌 24.5% 📉,低點後 12 個月 +127% 👉 看推文 🔍看每日幣研,帶你了解加密貨幣大小事 https://portaly.cc/cryptowesearch
幣安回填進度更新:被盜資產已補回約 90% ‼️ Binance 表示,受影響資產補足比例由約 80% 提升至 90%,已預留逾 63.4 億美元自有資金承擔損失 BTC、ETH、USDT、BNB、SOL、USDC、XRP、USD1、RLUSD、ZEC 等 10 種代幣已 100% 足額儲備,資金來自部分 SAFU 基金、合約保險基金與公司自有資金 剩下約 10% 是流動性較低的其他代幣,正透過市場與 OTC 補購 📅 提幣預計 11/1 恢復 📅 完整 PoR 證明預計 11/3(UTC)提供,屆時可自行驗證是否 1:1 儲備 推文
幣安遭駭 63 億美元!成幣圈史上最大駭客案 ‼️ 何一稱用戶存款不受影響,預計將在 48 小時內開放提幣 顯然幣安 SAFU 基金的 1.5 萬枚 $BTC(近 12 億美元) 無法全額覆蓋本次損失,需要另外自掏腰包補齊缺口 不過依照社群推算,幣安年收入高達 160~170 億美元,因此並不擔心幣安在營運方面會因此受到太嚴重的打擊 Tether、Circle、Ripple、Aave、Compound 等發行方和項目方也在第一時間紛紛協助凍結被駭資產 接下來關注的焦點將是最核心的洩漏原因,以及何時開放用戶提幣 👉 看推文 🔍看每日幣研,帶你了解加密貨幣大小事 https://portaly.cc/cryptowesearch
https://x.com/alvin0617/status/2115917724073492863?s=46&t=_xGrk_z_PVpd2Ubsjdg_Lg
$KNTQ 暴漲 57%!Elysium 將成為下一個百倍迷因幣的誕生地? Kinetiq 為 Hyperliquid 打造的高速 L2 🔥Pumpfun、fomo、Uniswap 宣布將登上 Elysium,開發商 Kinetiq 為 Hyperliquid 上最大的流動性質押協議 🕛 Elysium 主網上線時間: 11/9 Kinetiq 做這條 L2 的兩大理由: 1️⃣ 項目發展與生態 礙於 HyperEVM 出塊速度(1 秒)與計算容量(300 萬 gas/s),Elysium 的目標是打造一條符合高頻交易、PropAMM、現貨與 Token Launch 需求的高速 L2(出塊 100 毫秒、3 億 gas/s) 2️⃣ $KNTQ Token 經濟 Kinetiq 掌握 Elysium 排序器,收入計畫是 25% 給生態應用、25% 進入金庫、50% 回購 $KNTQ 並燒毀,為 $KNTQ 再增一條價值…
今年以來「鏈上選擇權」市場成長 210%!鏈上選擇權有何優勢? $DRV $SYN $DIME 💡 接下來的成長關鍵將是「散戶」: - S&P 500 選擇權交易中超過 60% 是當日到期(0DTE) → 機構不做的極短期樂透倉 - Robinhood 2017 年推出免佣金選擇權後,全美合約量至 2025 年 +263% 「鏈上」選擇權相比 Robinhood 的優勢: 1️⃣ 無許可 & 可交易標的 在 Robinhood 上需要達到特定權限等級才能分級解鎖選擇權策略,且無法交易 Crypto 選擇權 2️⃣ 交易時間 Robinhood 選擇權綁定美股交易時段,鏈上選擇權 24/7 開放 3️⃣ 倉位組合性 在 Derive 上,選擇權可以和 Crypto 現貨與 Perp 放在同一個保證金帳戶中對沖 👉 看推文 🔍看每日幣研,帶你了解加密貨幣大小事 https://portaly.cc/cryptowesea
微軟 $MSFT 正向 27% 員工提出自願離職補償!今年 4 個 AI 發展導致裁員加劇案例 1️⃣ 2 月 Block 裁掉近半員工(4,000 人)| $XYZ 股價至今 +37% 執行長 Jack Dorsey 表明內部 AI 工具顯著提升工作效率,已能讓更小的團隊做得比以往更多 2️⃣ 5 月 Meta 裁員約一成(8,000 人)| $META 股價至今 -1% Mark Zuckerberg 稱「算力」與「人力」成本互相排斥,一邊增加、另一邊就得縮減,同時取消 6,000 個職位招募,並將 7,000 名員工調至 AI 相關部門 3️⃣ Oracle 年度減少 2.1 萬名員工| $ORCL 股價至今 -32% 年報中表示在營運業務部署 AI 導致裁員現象,並很可能繼續減少員工人數 4️⃣ Microsoft 向 6 萬名員工(全球約 27%)提出自願離職補償 大舉投資 AI 的同時壓低人事成本,經 Van…
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馬斯克稱 200+ 家 neocloud 將被淘汰!一文理解「雲端基礎設施」資金鏈運轉架構 1️⃣ 燒錢換建設的狀態 雲端廠持續花錢蓋基礎建設,以 CoreWeave 為例,2026 Q2 購入 64 億美元設備,當季營收 26 億美元,相當於支出 2.5 倍營收 2️⃣ 循環融資 NVIDIA 投資 CoreWeave 約 20 億美元,並承諾到 2032 年最多花 63 億美元購買剩餘算力 CoreWeave 再買 NVIDIA 的晶片進行建設,租給 Microsoft、OpenAI 等 3️⃣ 資金回收 變現速度追不上建設,營收 26 億美元還得扣掉融資利息 6.4 億美元,相比支出出現至少 45 億美元的缺口需要再持續向外部融資 4️⃣ 小型 neocloud 資金鏈斷裂 馬斯克表示債市已不借錢給只有 AI 收入的 neocloud,將有 200+ 家 neocloud 倒閉或遭併購 SpaceX 能持續借到…
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Showing the 12 most recent of 81 posts we hold for @cryptowesearch_news. View and reaction counts are the latest single reading for each post, not a live figure, and a recent post is still accumulating both. A view count marked ≈ was rounded by Telegram before we ever saw it — t.me prints views in full below 1,000 and to three significant figures above, so ≈1,200,000 means somewhere between 1,150,000 and 1,249,999. Unmarked counts are exact. Text is reproduced from the public post preview and truncated for length.
Forward network
Republished by
Channels on the register that have forwarded this channel's posts into their own feed.
Built only from forwarded posts we have actually read, on both sides. Coverage is early and deliberately incomplete: a missing link means we have not read the post that would prove it, never that the relationship does not exist. Counts are distinct forwarded posts observed, so they only ever go up as we read more.
Mentions
Names
Channels on the register whose handles appear in this channel's posts.
A mention is a weaker signal than a forward and is counted separately for that reason — naming a channel is not republishing it, and a handle in a post body is easy to place deliberately. The post counts beside each row below are distinct posts in which the handle appeared, from posts we have read on both sides — the “Named by N registered channels” figure above is a different count, of distinct NAMING CHANNELS rather than posts, and is not the sum of the rows under it.
Handles this channel named that no longer answer
- Dead references
- 1
- handles named in this channel’s posts, vacant today
- Evidenced gone
- 0
- we ourselves saw one of these resolve, at some point
- Never seen alive
- 1
- vacant every time we have ever looked
@cryptowesearch_news named 1 handle that resolve to nothing today. That is a fact about the reference, not necessarily a fact about the handle’s history — see the two groups below.
Most of these may never have existed as a live channel at all. A handle a channel names can be a typo, an aspirational name nobody registered, or a channel that was already gone before this one ever mentioned it. Unless a row below is marked evidenced, all we know is that it references a handle that is not a live channel today — not that anything “died”. How this is measured.
Never seen alive
References a handle that is not a live channel — we have no record it ever was one.
named in 3 posts, 8 August 2026 – 10 August 2026
Appears in Telegram’s recommendations for other channels
The reverse of the list above, and a different kind of signal. This does not require this channel to have ever been asked about directly — each row below is a channel we DID ask Telegram about, whose Telegram-generated list happened to include this one. A channel can appear here with an empty list above it, because being named by someone else’s query is independent of having been queried itself.
@blocktemponews · 37,852
Telegram ranks this channel #9 of 87 here — alongside 86 others — read 30 August 2026
@abmedia_news · 18,664
Telegram ranks this channel #11 of 86 here — alongside 85 others — read 5 October 2026
@Gooaye · 105,086
Telegram ranks this channel #21 of 80 here — alongside 79 others — read 30 August 2026
@johnstock888 · 51,339
Telegram ranks this channel #42 of 70 here — alongside 69 others — read 30 August 2026
@investanchors · 19,819
Telegram ranks this channel #61 of 80 here — alongside 79 others — read 29 September 2026
@binance_cn · 31,907
Telegram ranks this channel #65 of 84 here — alongside 83 others — read 3 September 2026
@ChannelPANews · 23,574
Telegram ranks this channel #75 of 96 here — alongside 95 others — read 17 September 2026
@Odaily_News · 20,031
Telegram ranks this channel #80 of 93 here — alongside 92 others — read 26 September 2026
This channel appears in 8 seed channels' Telegram-generated recommendation lists in total. Each is Telegram’s list for THAT channel, not this one — see how this is measured.
Cite this entry
A live page changes as we take new readings, so a citation should name the measurement it is based on, not just the URL. The line below cites the subscriber count as measured 5 November 2026 — this entry's latest reading, not the date you are reading this.
“每日幣研|市場分析 & 鏈上週報” (@cryptowesearch_news), 10,957 subscribers as measured 5 November 2026. Telegram Register, tgregister.com/channel/cryptowesearch_news.
Full measurement history, CC BY 4.0. Every reading this register holds for this entry, not just the latest one, as a dated, downloadable record: CSV · JSON. Free to use with attribution to tgregister.com. Each file carries its own generation timestamp, which is the figure to cite for exactly when the data was retrieved.