Channel
@zachstradingnote
On this record: Topic · Growth · Engagement · Reactions · Posts · Cite this entry
120subscribers
-4 since we began measuring on 7 August 2026
Risers and fallers across the register · movement among entries of Under 1,000.
| Telegram ID | -1002621084735 |
|---|---|
| Type | Channel |
| Username | @zachstradingnote |
| Created | Between 1 March 2025 and 31 July 2025 — estimated from Telegram’s id allocation, not measured. How this range is calculated. |
| First recorded | 9 August 2026 |
| Last confirmed live | 4 October 2026 |
| Measurements held | 5 |
| Confirmed unchanged | 1 time, most recently 4 October 2026 |
| On Telegram | t.me/zachstradingnote |
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 26 September 2026 and assigned it the closest of 31 fixed categories, at 85% 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 why it has no browse page of its own yet.
| Measured (UTC) | Subscribers | Change |
|---|---|---|
| 4 Oct 2026, 10:20 | 120 | -2 |
| 11 Sept 2026, 02:00 | 122 | -1 |
| 16 Aug 2026, 15:45 | 123 | -1 |
| 9 Aug 2026, 03:02 | 124 | no change |
| 7 Aug 2026, 18:24 | 124 | first reading |
20 posts held, back to 26 March 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 1 page of Telegram’s post history, 20 posts per page.
Nothing published in the last 30 days. ERR and ER are rolling 30-day measures, so there is nothing to compute — we hold 20 posts for this entry, the most recent from 21 April 2026. An engagement rate over an empty window would be a number about nothing.
10 reactions across 5 posts, in 3 distinct kinds. The most used accounts for 60.0% of them.
| Reaction | Count | Share | Share, drawn |
|---|---|---|---|
| 👍 | 6 | 60.0% | |
| ❤ | 2 | 20.0% | |
| 🤣 | 2 | 20.0% |
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 5 of the 20 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 10 reactions in total: the kind of figure the paragraph above means by “a reaction total printed elsewhere on the page”.
Measured over the 20 most recent posts we hold, published 26 March 2026 to 21 April 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.
1. 釐清事件的因果關係與背景脈絡 • AI 基礎設施需求爆發：Anthropic 預期年化營收將從 2024 年底的 90 億美元暴增至 300 億美元，並積極尋求 3.5 GW 的算力。這明確發出了「AI 算力需求遠大於供給」的市場訊號，導致市場資金焦點由地緣政治轉向 AI 算力題材。 • 比特幣礦企的結構性分化：受 2024 年 4 月減半的影響，純比特幣挖礦的收益首度大幅落後於比特幣本身的價格表現（呈現負 Beta），而 2028 年的減半將使情況更為嚴峻。因此，礦企的商業模式正發生轉變，積極將資料中心轉型為 AI 高效能運算（HPC）的礦企受到資金追捧，堅守純挖礦的企業則被視為投資陷阱（Traps）。 • 比特幣技術面關鍵時刻：比特幣價格正逼近歷史上極為重要的趨勢分水嶺，資金的佈局正在悄悄改變。 來源：10x Research - Which Crypto Equities Are Worth Owning — an…
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持倉快一個月，中間雖然戰爭波折，但還是漲到平均漲幅(7.81%)了，TP這單子
🤣2
📊 10x Research 比特幣熊市終結報告分析 來源：10x Research《Bitcoin: The Indicator That Ended the 2022 Bear Market》，2026年4月17日 —————————————————— 一、事件背景與因果關係 BTC 自 2025 年 10 月起進入熊市修正，此輪下跌主因為宏觀環境壓力（包含關稅衝擊引發的風險資產拋售）。但 10x Research 指出，本輪與 2022 年熊市有關鍵結構差異： • 2022 年：監管不確定性（SEC 打壓、現貨 ETF 未獲批）持續壓制價格，導致多次反彈失敗 • 2026 年：現貨 ETF 已獲批、SEC 態度明朗，最大的強制賣壓來源已消除 • 結論：本輪熊市缺乏 2022 年那種「持續踩踏機制」，底部更快形成 —————————————————— 二、五大技術指標同步發出底部訊號 1. 週線隨機指標（Wee…
One Liners: Crypto Market Drivers 重點節錄 一、宏觀順風：風險偏好全面回升 地緣降溫＋鴿派央行 共同推動風險資產反彈。中東停火樂觀情緒壓低油價，PPI 數據疲軟強化聯準會觀望預期。本週 S&P 500 漲 6.2%｜納斯達克漲 8.3%｜美元指數跌 1.9%｜10 年期公債殖利率跌 1.2%，為加密市場提供強勁外部支撐。 二、BTC：機構資金持續湧入 - 比特幣單日 ETF 淨流入達 $411M｜本週累計 $523M - MicroStrategy 再增持 13,927 BTC，透過創新「Stretch」永久優先股籌資 10 億美元，開創加密資產資本化新路徑 - 交易所準備金比率升至近 300%，顯示拋壓有限、供需結構穩健 三、ETH：相對強度觸底回升 - 以太坊週 ETF 流入創年度新高 $187M - ETHGas 與 ether dot fi 簽下 $3B 機構區塊空間採購合約，基本…
## 10x Research 報告重點摘要 ### 核心觀察 | 指標 | 數據 | 意義 | |------|------|------| | 比特幣週漲幅 | +6.3% | 表面看似脆弱，實則結構穩健 | | 資金費率 | 歷史最低（第0百分位） | 確認為**現貨驅動**，非槓桿追漲 | | 未平倉合約增幅 | +14.1%（第43百分位） | 槓桿動能追隨者尚未入場 | | STRC 交易量 | $1.5億 → $16億（10倍） | 機構資金正積極建倉 | --- ### 三大買盤力量 1. **機構現貨買盤** — 美國機構投資人透過 Bitcoin ETF 緩慢、持續部署資金，Coinbase 溢價回到 10 月高點水準（當時 BTC 在 $108,000） 2. **Strategy（MicroStrategy）STRC 機制** — STRC 殖利率利差目前低於 7.9% 警戒線（處於綠燈區），…
❤2
🔥 10x Research 重要報告：BTC 關鍵轉折點 這是一份標記為「需要讀兩遍」的報告 — 所有訊號正在同時對齊。 ─── 🎯 核心論點 | 時間線 | 事件 | | -------- | ----------------------------- | | 2025年10月 | BTC 高點 $125,559，進入熊市通道 | | 2025年12月 | 報告預測底部目標 $65,888，預期 2026年7月見底 | | 上週 | BTC 瀕臨崩盤，$65k 支撐岌岌可危 | | 本週 | 所有訊號同時轉向 🚨 | ─── 📊 技術面轉折（關鍵） BTC 正在測試突破下降通道！ | 指標 | 狀態 | 意義 …
📊 10x Research 週報重點（4/13） 市場概況 | 指標 | 數值 | 變化 | | ------- | ------- | ----- | | 加密總市值 | $2.43 兆 | +4.7% | | 週均交易量 | $880 億 | +15% | | BTC 交易量 | $355 億 | +15% | | ETH 交易量 | $171 億 | +16% | ─── 🔑 關鍵訊號 1. 恐懼交易解除，但信心仍未恢復 • 市場反彈，但「錯的東西以錯的順序移動」 • 成交量偏薄，令人懷疑 2. BTC 正測試決定性價位 • 存在一個「決定 Q2 一切的價位」 • 目前已「不舒服地接近」該價位 • 選擇權市場發出大多數交易者忽略的訊號 3. 資金費率與期貨 | 資產 | 資金費率 | 百分位 | | --- | ----- | ----- | | …
這是 10x Research 關於比特幣周期底部訊號的深度研究。核心發現： ─── 🔮 三大底部指標 | 指標 | 當前數值 | 含義 | 歷史準確度 | | -------------- | ------- | ----------- | ------------- | | Realized Price | $54,145 | 市場平均成本基礎 | 跌破 = 進入價值區 | | MVRV = 0.8x | $43,316 | 極度低估區域 | 4次周期精確命中底部 | | Balanced Price | $40,487 | 轉移價格調整後的公允價 | 年度首次交叉 = 底部訊號 | ─── 📉 關鍵訊號 1. Realized Price 突破 • 跌破 $54,145：進入「價值區」，但這只是警告 • 重新站上…
看了這份 10x Research 的 BNB 研究報告，以下是核心摘要： ─── 📊 BNB 研究快訊 關鍵數據 | 指標 | 數值 | | ------- | -------------- | | 當前價格 | $620 | | 公允價值 | $709（當前折價 13%） | | 12個月目標價 | $882 | | 理想買入價 | $550 | 研究立場 中性 / 回調時增持 「當前 $620 有趣但不夠吸引人。$550 才符合歷史高信念買入機會。」 ─── 🔍 基本面分析 ✅ 正面因素 • 供應持續縮減：季度銷毀機制運作中 • 地址活躍度：相對價格表現尚可（數千萬級） • 費用反彈：BNB Chain 費用上漲 26%（但仍處低位） ⚠️ 負面因素 • 交易量崩盤：Binance 現貨交…
📄 以太坊深度分析 - 翻譯完成 已儲存至：/root/.openclaw/workspace/ethereum_revival_analysis_translation.md ─── 🎯 核心結論：結構性問題未解，復甦無望 殘酷事實 | 指標 | 狀態 | | ----- | ----------------------- | | 五年價格 | $2,000 → $2,000 = 0% 增值 | | 從高點下跌 | -57%（比 BTC -42% 更慘） | | 鏈上活動 | 低迷 | | 費用收入 | 大幅下降 | ─── 🔴 三大結構性問題 1. 價值 capture 失敗 • 處理大量交易，但只 capture 低個位數% 作為收入 • 穩定幣增長利好 Tethe…
📄 10x 每週加密開盤報告 - 翻譯完成 已儲存至：/root/.openclaw/workspace/10x_weekly_apr6_translation.md ─── 🎯 核心發現 市場狀態：脆弱 + 低迷 | 指標 | 狀態 | | -------- | ----------- | | 交易量 | -19%（急劇下降） | | ETH 資金費率 | -3.2%（極度看空） | | BTC 資金費率 | 0%（中性） | | 穩定幣鑄造 | 停滯 | ─── 💰 關鍵分化：BTC vs ETH 年初至今資金流： • 比特幣：+$39 億 🟢 • 以太坊：-$70 億 🔴 機構明顯偏好比特幣，逃離以太坊！ ─── 📊 技術面 | 指標 | 數值 | 水平 | | ---- | ------- | ---…
📄 10X_One_Liners_Crypto_Market_Drivers_—_6_Charts_That_Matter_Now_20260404_summary.pdf
Showing the 12 most recent of 20 posts we hold for @zachstradingnote. 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.
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 4 October 2026 — this entry's latest reading, not the date you are reading this.
“一袋米要抗几楼” (@zachstradingnote), 120 subscribers as measured 4 October 2026. Telegram Register, tgregister.com/channel/zachstradingnote.
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.