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By looking at my article from this morning, you'll know why I went short. The price is now around 83000, but I shorted $BTC around 83300 I called $SOL before it reached the target area — and the subsequent upward movement unfolded exactly as expected. $ETH
I will closely monitor in the next few days to see if SOL will start to reverse from this area.
Nothing is guaranteed, but this is a higher probability potential reversal zone. Structure is key. Let's see if it can hold this level. $BTC BTC just touched near $84,000 and was pulled back down by the situation in Iran. Trump is even unwilling to rule out whether the fighting will continue, and the market immediately started repricing war, oil prices, and inflation. Nasdaq futures fell, BTC followed suit, and US Treasury yields even surged to the highest level since 2007. There's really not much to analyze about this market. When macro tightens, BTC remains that familiar high-volatility risk asset. Just when you think it's stabilizing, a bearish candle comes along to remind you: don't rush. However, rather than guessing BTC's next candlestick every day, I'm more focused on what Vitalik has been discussing recently about Ethereum in 2030. His thinking no longer seems like just upgrading a blockchain, but rather figuring out how Ethereum will evolve into a more complete encrypted computing infrastructure. More computation will be off-chain, with on-chain responsible for verification, while continuing to solve scaling, privacy, and quantum resistance issues. This obviously can't be speculated on in the short term. But after many cycles of bull and bear markets, what truly remains in the end is often not the coins with the best stories, but the infrastructure that keeps solving problems.Don't rush to go long! Wait for the whale liquidations to be cleared before getting in, that's safer 🔥
There's a high probability of another dip in the short term, but the overall trend remains bullish. Trading rhythm is far more important than direction.
The current market script is very clear: first deleverage, then pump.
$ETH
There are $32.12 million worth of whale long positions stacked in the 2614–2632 range, with a dense liquidation death line at 2613.
Focus on defending 2630, then 2622 and 2614; if broken, 2550 will be tested.
Futures open interest has decreased by 500,000 ETH in the past 4 days, leverage has fallen back to March lows, indicating active deleveraging, not a trend reversal.
Strategy: wait for liquidations to finish, price to firmly hold above 2630, then add longs more safely.
$ZEC
Support at 1550, if lost look to 1500; resistance at 1600, 1685. The trend hasn't completely turned bearish, but chasing highs during high volatility is strictly forbidden.
$SNDK
Support at 1740, strong support at 1680; resistance at 1815, 1900.
AI server NAND demand is a long-term logic; after continuous rises, valuation is high, so buying the dip is far more reliable than chasing highs.
$BTC $ETH $ZEC
#本周迎非农与PCE关键数据 #BTC现货ETF周流入创近一年新高 A small move in the K-line, a big step in account profit and loss
BTC looks like it only dropped a little over 1 point, just a slight pullback.
Looking at Xiaoma's positions is more interesting: ETH long position floating loss -175.56%, BTC long position floating loss -104.53%.
The market volatility seems small, but the profit and loss of the positions are magnified many times.
The maintenance margin ratio is still very high, luckily no forced liquidation yet, basically hanging by a thread on the edge of a cliff watching the show.
Others see the K-line: just a small drop.
Open my account: losses surge directly.
The market just shakes lightly, and my money starts to be tested.
The destructive power of this volatility lies entirely in the leverage effect of the positions.
So who will save Xiaoma's money!!
⚠️Friendly reminder: Virtual currency contract trading carries extremely high risk, the above is only Xiaoma's personal trading insight and does not constitute any investment advice.
$BTC $ETH
#本周迎非农与PCE关键数据
#BTC现货ETF周流入创近一年新高
#美伊继续磋商霍尔木兹开放条件 $SOL This pullback, I actually think is more worth watching.
It just surged to $124.96, and now it has dropped back near $118. The 4-hour chart has already broken below the 20 moving average, and the MACD is weakening, so I won’t rush to chase in the short term.
But the daily chart is still intact; SOL is clearly still above the 20-day moving average.
More importantly, last week the US spot SOL ETF saw a net inflow of about $188 million, with all 7 products having net inflows. The funds have not withdrawn just because the price surged.
At the same time, Alpenglow has entered the public testing phase, aiming to reduce the final confirmation time from about 12.8 seconds to around 150 milliseconds.
So now I’m more focused on the area near $116.
This is just close to the 4-hour 60 moving average. If it can hold near $116, I’m more willing to interpret the move after $124.96 as a normal pullback after a rise, and only after it climbs back above $121 will there be a chance to challenge $125 again.
But if $116 can’t hold, I won’t stubbornly stay bullish just because of ETF fund inflows.
Currently, SOL’s fundamentals and capital flow are both increasing; what really needs to be tested is whether the price can hold this pullback. Anthropic is transforming from a light-asset software company into an infrastructure buyer that must lock in capacity seven years in advance.
The $11.6 billion contract means that regardless of how model revenues fluctuate, a large portion of cloud resources must be continuously consumed in the future. The most attractive aspect of AI labs used to be software gross margins; now, the larger the scale, the more fixed commitments, equipment depreciation, and minimum purchase volumes resemble those of a telecom company. Revenue growth is certainly impressive, but the bills have also been sitting on the table years in advance.
This deal also includes delivery and service availability conditions, indicating that both parties understand that scaling up is not just about plugging servers into power. Anthropic needs stable computing power, while Akamai must first invest a large amount of capital; any construction delays will affect contract fulfillment. The large model competition has entered a rather brutal phase: companies must first commit tens of billions of dollars to verify whether users will continue to pay years later. The software story remains, but the operational difficulty has shifted to a heavyweight level.
#Anthropic签116亿美元合同扩充CPU算力 Bitcoin is finally starting to catch up with M2 🚀🚀🚀
Global M2 has surged to a historic high of 103.66 trillion USD, but Bitcoin has clearly lagged behind in this round.
For a long time, global liquidity has been rising steadily, with synchronized expansion of money supply in the US, China, Europe, and Japan, yet BTC has not fully priced in this liquidity.
Now this picture is changing: M2 is still hitting new highs, while Bitcoin has clearly accelerated from a low point, closing the previous gap.
As global money increases, risk assets are competing again for this new liquidity.
Gold rises first, then US stocks, and finally the highly volatile, highly elastic BTC starts to catch up.
The main narrative has already begun, so ignoring short-term negative noise and focusing on holding coins is the optimal strategy!!!$ZEC Trend Analysis
The first sideways consolidation occurred around 850, because at that time ZEC broke through the previous high for the first time after the vulnerability incident, consolidating at that level, waiting for the bears to enter before pushing up.
The second consolidation was a downward fluctuation that directly dropped to around 1350, starting a bear trap. From the chart, it was a downtrend; when everyone went short, it pushed up again.
The third is completely different from the first two; it is an oscillating upward trend. This is very important. It seems the market maker is telling you that it still needs to continue pushing up. However, we can see there are many more upper shadow bearish candles than before. After pushing up, it can't hold steady and will quickly drop. It might also be that there is heavy selling pressure around 1700, causing funds to start fleeing after the rise.
Currently, $ZEC has risen from $15.68 on July 5, 2024, to a high of $1695, an increase of 108 times. It is not an exchange token, and so far, I haven't seen any coin that has risen over a hundred times without a correction.
Therefore, I believe the probability of this being a bull trap is higher, but the daily trend has not yet broken, so entering a short position now is not cost-effective.🔥"Three Positions in the Crypto Company: $BTC as Chairman, $ETH as CTO, $OKB as Union Chair"
Today's Desk Status:
Bitcoin BTC: Around 83,400 USD, tested 84,400 USD in the morning but didn't hold, dipped as low as 82,700 USD, generally pacing back and forth between 82,000–84,000 USD. Chairman style—spot ETF net inflow last week about 2.39 billion USD, a new high for weekly inflows this year, but the 10-year US Treasury yield surged to 5.1%–5.2%. While watching the capital inflow reports, he’s also being knocked on by macro interest rates.
Ethereum $ETH: Around 2,653 USD, down 1.59% in 24h, turnover relative to market cap only 3.1%, a typical "many talk, few act" scenario. The CTO resume is solid: 50/100/200-day moving averages all beneath, whales added 320,000 ETH in a week, but Bitfinex shorts surged about 130 times in two weeks, with 2,700–2,822 USD as an old supply zone.
$OKB: Recently around 106–116 USD, circulating supply 21 million, a one-time burn of 65.25 million locked the cap, 100 USD is psychological support, 105–116 USD is the recent box top. Union Chair persona: no empty promises, offers three benefit cards: "X Layer ecosystem + exchange fee discounts + ICE strategic investment." Office announcement: Chairman watches macro, CTO watches catalysts, Chair watches the market mood.Ethereum is trading around $2.69K.
ETH has been relatively stable around the $2.7K area after its recent move toward $2.8K.
That makes $2.7K an interesting reference point.
Not because the number itself is magical.
But because markets often reveal their strength or weakness through how they behave around previously important levels.
I'm watching whether ETH can build above this zone.$CL
With recurring geopolitical risks, why does crude oil remain the core variable in macro trading?
Expectations of supply disruptions will push up risk premiums and affect interest rates and risk asset valuations through inflation. If inventories decline and transportation risks rise, strong oil prices will transmit to more assets.
If ceasefire progress becomes clear, supply recovers, and demand weakens, I will downgrade my assessment. $CL
With recurring geopolitical risks, why does crude oil remain the core variable in macro trading?
Expectations of supply disruptions will push up risk premiums and affect interest rates and risk asset valuations through inflation. If inventories decline and transportation risks rise, strong oil prices will transmit to more assets.
If ceasefire progress becomes clear, supply recovers, and demand weakens, I will downgrade my assessment. Despite $BTC, $ETH, and $SOL recently experiencing a significant pullback, the total market capitalization of the crypto market remains steady above $2.83T. 📊 One of the core variables the market is focusing on right now is the upcoming PCE inflation data release. The data results may further influence expectations for Federal Reserve rate cuts and the short-term capital flow in risk assets. 🔹 Scenario 1｜PCE Hotter If the monthly PCE exceeds 0.3%, and the core PCE year-over-year remains around 3.3%, the market may reprice interest rate expectations. → Total market cap could fall back near $2.6T → BTC might retest below the $80K area → Bearish pressure could intensify again ⚠️ 🔹 Scenario 2｜PCE Cooler If the monthly PCE is below 0.3%, and the core PCE year-over-year approaches about 3.0%, the market may further trade on the logic of easing inflation. → Total market cap has a chance to challenge above $2.9T again → BTC could retest above $86K → ETH, SOL, and some high Beta assets might attract stronger capital attention 🚀 Currently, the market’s priority is not to guess the outcome in advance, but to observe after the data release whether BTC can hold key support levels, the flow of ETF funds, and how U.S. Treasury yields react. PCE sets expectations; price determines direction. Don’t rush to predict—let the market give confirmation signals first. 👀 $BTC $ETH $SOL #PCEAndPayrollETH currently appears calm on the surface, but the risk is fully concentrated, and a market shift risk is approaching!
1. Large whale liquidation lock zone: 2614–2632
Within this range, 32.12 million U worth of large whale long positions are accumulated.
2613 is the critical liquidation line.
Once breached, mass long position liquidations will trigger a chain reaction, causing a rapid market crash!
Key price levels:
• Bullish defense center: 2630
• Support tiers: 2622 → 2614
• Breakdown target: if 2614 is lost, directly target 2550
2. The market is actively deleveraging
In the past 4 days, futures positions have decreased by 500,000 ETH.
Leverage has fallen to March lows, on-exchange funds are collectively seeking safety, and bullish momentum is severely lacking.
3. Big brother Maji holds 93.41 million U fully long, risk is off the charts
Among three heavy positions, 25,000 ETH at 25x leverage is the only profitable position.
But the liquidation price is very close to the current price, and funding fees continue to drain capital, leaving almost no safety buffer!
Most critical:
If ETH dips slightly and unrealized profits vanish, triggering liquidation, the entire account will cascade liquidate, dragging BTC and HYPE positions down with it!
Trading strategy
Strictly no chasing longs at present!
Wait for the 2614–2630 liquidation risk to be fully released and for price to firmly hold above 2630, then enter longs with lower risk.Opened OKX, BTC 82630, the moment this number appeared, my eyelid twitched. Yesterday it was still hovering around 83500, today it slipped down again, the 82800-83000 defense line I mentioned before is broken.
The reason is simple, Trump rejected Iran's proposal over Hormuz, oil prices topped above 103, inflation expectations rose, and risk assets collectively took a hit. I glanced at the order book, buy orders around 82600 are sparse, but sell orders are piling up, panic hasn't fully dissipated yet.
I'll mark the key levels again:
Support: 82000-82200, if broken look for 81000-81500, further down is the psychological 80000 level.
Resistance: 83200-83500, if it can't rebound past this, it's weak, don't rush to call a bull comeback.
$BTC My strategy is straightforward: don't stubbornly hold long positions. If it breaks below 82000, I cut half, set stop loss below 81500, no catching falling knives. Wait for volume to shrink and stop falling, or for progress in US-Iran talks before considering buying back.
Geopolitics hits hard but fades fast, but the premise is your position must survive first. Don't make decisions in panic, watch the levels, watch the volume, watch the stop loss.China and the US have announced a $30 billion tariff exemption list and extended the trade truce period until January next year. Would you say this move is like a shot of adrenaline for the market?
In terms of actual scale, this $30 billion is indeed small compared to the bilateral trade volume that often reaches hundreds of billions. Over 90% of the products have tariffs directly reduced to the most-favored-nation rate, which is more of a political and emotional easing.
The US offered toys, home appliances, and holiday goods, while China correspondingly relaxed restrictions on agricultural products, coal, and medical devices. This is precisely a targeted exchange based on domestic inflation and industrial demand.
In my view, this shows that both sides have started to accept the reality of a long-term game of fighting while negotiating. Neither wants to completely overturn the table, but structural contradictions cannot be fully resolved by one or two summits.
In the short term, this truce will allow companies to catch their breath and seize the window to ship goods. But in the long run, friction and confrontation will definitely remain the main theme. Do you think there will be any sudden changes ahead? Let's discuss in the comments below ⬇ $HYPE whales have started slowly selling using TWAP, take a look at this rhythm
Whale 0xDeB0 deposited 60,000 HYPE into the exchange, has already sold 31,560, with 40,000 remaining on TWAP sell orders, expected to finish in about 15 hours, and transferred 1.67 million U to Coinbase. Disciplined batch selling, not dumping, but the direction is very honest.
Hyperliquid still leads with a daily volume of 4.25 billion, but trade.xyz's 988 million, Lighter's 900 million, and Kalshi's 563 million combined already make up half of it. The pursuers have shifted from a single point at Aster to multiple points of encirclement, diluting the monopoly premium.
SEC staff guidance clearly states that token buybacks on mature networks do not constitute securities issuance. In August, the industry-wide buybacks totaled 638 million USD, with HYPE contributing 370 million. The regulatory uncertainty over buyback models has been removed, which is a long-term positive for HYPE's 97% fee buyback.
More good news: Four asset management firms' HYPE spot ETF applications are in the SEC review queue, Assistance Fund has cumulatively burned 47.5 million tokens, with a cost basis of 1.32 billion rolling to a current value of 4.37 billion.
Bull and bear signals are conflicting; position control is more important than directional judgment. Successful testing does not equal functional implementation; what Dogecoin currently lacks is precisely this "technical debt."
In April, the Dogecoin Foundation completed a quantum-resistant transaction experiment on the mainnet: the team embedded a Falcon-512 post-quantum signature commitment into a regular transfer using the OP_RETURN field, and a second transaction publicly revealed the full signature on-chain. The process worked, but developers made it clear—this is an early-stage experiment, and the network itself does not yet have quantum protection.
Five months have passed, and the ledger remains stuck in an awkward place: the latest official Dogecoin Core version is still 1.14.9 from December 2024. On September 13, core developers recruited translators and macOS users from the community to help test the next version, but neither the feature list nor the release date was mentioned. There is no official schedule for when quantum security will be integrated into the mainnet.
Pressure is building elsewhere. In March, Google reduced the time for quantum attacks on mainstream cryptography to minutes, accelerating the entire industry. $DOGE’s current approach is "marking" rather than "immunizing"—transactions generated by ordinary wallets still run on the old signature system. To truly resist quantum attacks, clients, nodes, and mining pools must coordinate a comprehensive upgrade.
Next, watch for two signals: whether the release notes of the next Core version include post-quantum verification as a default feature, and how long it takes for testing to move from developer demos to wallet usability. Completing tests is just project initiation; implementation is what counts as repaying the debt. In the last round, I set $BTC's 82.8K as the boundary between bullish and bearish. Now the public market price is about 82,731, which has fallen below it; this is not a "breakdown followed by immediate reversal" confirmation, at least indicating that short-term bulls have not yet regained control. $ETH is around 2,642, $SOL around 117.8, continuing to be weak over 24 hours.
The original condition was to see a close back above 82.8K with no volume expansion to consider a recovery, but the market first took the opposite path. Some in the community are waiting for a pullback to support, while others see a lower area as a rebound zone, but these are different sources of judgment and cannot be combined into a single confirmed signal.
My adjustment is: first wait for $BTC to retake 82.8K and for $ETH to simultaneously return above 2.65K; otherwise, any rebound is only considered a weak recovery. If it continues to stay below 82.8K, I will treat 81.5K and 80K as risk observation zones, neither chasing shorts nor rushing to bottom-fish. Do you value reclaiming the boundary more, or waiting for support confirmation? This is for information sharing only and does not constitute investment advice.The market crashed hard, and $HBAR soared 20%!
This surge is really explosive, reaching a 24-hour high of 0.11278, with trading volume soaring to 58.65 million U. You might think retail investors are pumping it, but the main capital has already voted with real money.
Core catalyst — behind this rally, HBAR's fundamentals have been stacking buffs crazily recently:
· Mainnet accounts surpassed 10 million. Although accounts don’t equal users, this indicates the scale of on-chain activity has increased.
· Swiss custodian Taurus completed full-stack integration of HBAR technology, allowing over 40 banks to directly custody, issue assets, and deploy smart contracts under regulated frameworks.
· Plus, Glassnode’s Altcoin Season signal just flipped, and rotational funds in the altcoin season are searching for targets.
Technicals: RSI6 has surged to 93, indicating extreme overbought conditions, so short-term digestion is needed. Holding 0.10 is key now, with resistance at 0.115-0.12.
Forecast: If the market stabilizes and HBAR holds above 0.10 on a pullback, there’s a high probability of a second wave. But don’t forget, it’s still 84% below its all-time high; a 20% rise is just an early recovery. Macro-wise, nonfarm PCE is pressuring the top, so don’t chase highs impulsively—wait for a pullback confirmation for more safety.
#HBAR #Hedera #山寨永续未平仓量21个月来首次超过BTC That’s the part of Bitcoin’s market structure I’m watching right now. U.S. spot BTC ETFs just recorded their strongest weekly inflows of 2026 — around $2.4B. Yet BTC failed to hold the recent $87K area and is back around the low-$83K zone. So the real question isn’t: “Are institutions buying?” We already know capital is flowing in. The better question is: Why isn’t price responding more aggressively to that demand? Supply absorption? Profit-taking? Macro pressure? This is where the next signal m$MUBARAK MUBARAK is really strong, it has rallied again, the daily chart shows a bullish alignment, and after pulling back to the ma10 moving average, it started to rebound again. However, the overall market is falling, so it probably won't stay strong for long. Just short on rallies.The most taboo move on the chessboard is to still be greedy for a flank pawn when the opponent has already completed the king's wing advance. $STRK's current situation is exactly that flank pawn—up 5.27% in 24 hours, seemingly on the offensive, but in reality, it has already stepped into the opponent's sacrifice trap.
Let's first look at the piece structure: the short-term RSI has surged to 71.0, a typical overbought zone, equivalent to a light piece deep behind enemy lines without backup. The long-term RSI is only 57.0, indicating the midgame is not yet set, showing this rally lacks long-cycle support. More dangerously, the Bollinger Bands position—the price is already clinging to the short-term upper band at the 94th percentile, only 0.2% from the upper band; the midline cycle even reaches 104%, piercing the upper band, with a 0.3% reverse deviation from the upper band. In chess terms, this position is called a “lone soldier crossing the river,” pushing the piece to the limit without leaving a retreat path.
What about the bottom? The short-term is still 3.9% away from the lower band, and the mid-term is 9.1% away. In other words, once the opponent counterattacks, my pawn chain has no foothold. The real trap lies at the Entry—the quote is hung 2.4% above the current price, a typical bull trap bait, forcing you to take the high position. Looking downward, Take Profit 1 is at -5.9%, Take Profit 2 at -8.4%, but the stop loss must be set at +14.0%. This is a meticulously calculated sacrifice game: first, it lets you eat the seemingly sweet 2.4%, then recovers 14% principal and interest.
I'm not making a single move, but the endgame twenty moves later. The most correct move now is to proactively give up the center and switch from offense to defense.
📉 Short:
Entry: 0.03 (current price +2.4%)
Take Profit 1: 0.03 (-5.9%)
Take Profit 2: 0.03 (-8.4%)
Stop Loss: 0.04 (+14.0%)
The essence of this move is to use a 2.4% false bait to exchange for the opponent's 14% reckless space. While all retail investors chase that 5.27% bullish candle, I have already counted how many pawns they have left in the endgame. #strategyplaybookThe load-bearing wall in this blueprint has already shown stress displacement—not cracks, but the entire upper edge structure has been pushed beyond the design red line. Anyone who has worked on super high-rise buildings knows: the moment the facade hits its limit is not a moment of glory, but a sign of unloading to come.
$STORJ is currently priced around 0.07, up 3.08% in 24 hours. It sounds mild, but when you put it through the Bollinger Bands, it reveals the truth: short-term price position is at 105%, +2.9% from the lower band, and only -0.1% from the upper band—meaning the structure edge is already pressed against the template, leaving no construction margin even by a millimeter. The mid-term is even more extreme: 108%, +3.6% from the lower band, -0.3% from the upper band. This is not a steady rise; it’s like a cantilever beam forcibly extended by two spans without any new column grid support underneath.
Looking at RSI on two time scales: short-term is 67.5, approaching the overbought threshold; long-term is only 53.3. What does this combination mean on the blueprint? The main frame is unchanged, but the load is fully borne by the external curtain wall. Short-term sentiment is soaring, while the long-term foundation remains stagnant—a typical case of an overloaded decorative layer and an under-equipped structural layer.
So my judgment is not "whether it can rise," but "when this load must be unloaded." Entry is set at 0.08, which is 3.3% above the current price, letting the market fully complete that fake cantilever eave. I will establish reverse support at the highest point. The target is not a guess but the distance back to the original foundation line: first target 0.07, down 6.2%; second target 0.07, down 3.4%. Stop loss is set 13.4% above 0.08—if the price really pushes that far up, it means the entire stress model has failed, my structural calculations are invalid, and I will withdraw immediately without leaving a single rebar.
Note the signal label itself is very clear: SELL, because the short-term RSI crossed 64. The technical side is not giving advice, it’s a load alarm. On the construction site, I only recognize one thing—when the alarm sounds, evacuate people, no matter how much the client rushes the schedule.
📉 Short:
Entry: 0.08 (current price +3.3%)
Take Profit 1: 0.07 (-6.2%)
Take Profit 2: 0.07 (-3.4%)
Stop Loss: 0.08 (+13.4%)
When is a building most dangerous? Not when it collapses, but when it still looks upright but all measuring instruments report displacement. $STORJ is exactly that displacement blueprint now. #storjchapter11#ExploringTokenizationAnd24/7TradingInUSStocks
The NYSE has partnered with a digital asset platform to explore tokenization of US stocks and ETF trading, and they also want to study year-round nonstop trading.
The CFTC chairman stated concurrently that financial markets must prepare for large-scale tokenization.
No details on products, regulations, or launch dates have been announced yet; this is still an exploratory phase.
The focus has also shifted.
Previously, the discussion was about asset on-chain; now it's about trading hours, settlement, collateral, and this underlying system.
In the short term, it might still be about taking fees rather than adding liquidity.
If US stocks can be traded 24/7, those who used to stay up late only for crypto can now turn to buying tokenized US stocks.
So my judgment is that the direction is right, but don’t rush to treat it as a bullish signal.
First, watch for approvals and real trading volume, then look at RWA and stablecoin liquidity; don’t price in before the time zone gap is filled.
$BTC $ETH #TokenizationOfUSStocksBold prediction: The main target for $LIT in this bull market is $18, with a reasonable high range of $15-$25; in extreme scenarios, it could reach $30-$40.
But the premise for $18 is not just a simple BTC rise, but that Lighter's TVL continues to exceed $1B, the daily average protocol fees/revenue proxy rises to $0.25M-$0.30M, buyback and burn continue, and unlocking supply does not cause significant impact.
Bottom line: $10-$15 is a more realistic bull market target, $18 is my bold main prediction, and above $30 belongs to a late altcoin season scenario for $LIT
#本周迎非农与PCE关键数据 #BTC现货ETF周流入创近一年新高 #财报观察员：美光财报临近，AI存储需求成焦点 The market still looks bullish on the bigger trend, but another flush could come first. If leveraged positions get cleared, that may create a cleaner setup for the next long. Aggressive traders can start with a small position, while keeping enough capital available for a deeper pullback. $ETH Whale longs are concentrated around $2,585–$2,605, with a major liquidation zone near $2,580. 🎯 First upside level: $2,610 Key downside levels: $2,595 → $2,585 If $2,585 fails, watch $2,520 next. ETH futuBTC$ $ETH $ZEC
Whale Maji Big Brother Position Tracking: Approaching Liquidation Danger Zone Again
On-chain monitoring data update shows Maji Big Brother's current account exposure reaches 93.41 million U, all full-margin perpetual longs, with three positions showing significant divergence and a huge gap between hot and cold.
ETH 25,000 coins, 25x full-margin long, is the only position among the three maintaining floating profit. But the liquidation price is close to the opening cost, and the continuous funding fees keep eroding profits, leaving very little safety margin. Once the market slightly pulls back, profits will quickly turn into losses.
$BTC 200 coins, 40x full-margin long, with floating losses continuously increasing. Under ultra-high leverage, it cannot withstand deep drawdowns; if the price weakens slightly, the account will approach the liquidation red line.
HYPE 136,000 coins, 10x full-margin long, with floating losses accumulating. Altcoin sentiment is in a downturn phase with extreme volatility; losses from pullbacks will have a much greater impact than mainstream coins. What to do 🤣 Let the storm come even stronger.
The market has collectively weakened, with mainstream altcoins like $BTC, $OKB, $ARB, $UNI all falling simultaneously.
🤪 Hopefully, the bears can take advantage of this opportunity, press the attack, and keep the bulls down so they can't get back up.
The greed and fear index is still at 75, in the greed zone, showing that market sentiment is clearly overheated, proving many are still chasing highs.
But the RSI heatmap shows many coins have already started turning down from the overbought area; the forces of bulls and bears are quietly shifting.
I've always thought this rally was a fake bull run driven by institutions; the upward momentum has long been exhausted, and now is the stage where risks are gradually being released.
As mentioned before, this kind of market pushed hard by capital will see selling pressure emerge one after another once follow-up buying fails to keep up.
Once the market enters a deep correction, altcoins will fall much more sharply than $BTC.
When trading contracts, always remember that position control is the top priority.
Because even if your direction is right, if your position is too heavy, a single spike and shakeout can wash you out.
Don't chase longs with heavy positions at the top; protect your principal and patiently wait for this market move to play out.
Are you currently choosing to hold and watch, or have you already reduced positions to avoid risk?
⚠️ The above is only personal trading insight and does not constitute investment advice. Profit and loss are your own responsibility.
#新手必看：这里有你需要的一切 #本周迎非农与PCE关键数据
📊 This week features key Nonfarm Payrolls and PCE data: 162,000 vs. 100,000, the inflation gauge lands first
August Nonfarm Payrolls increased by 162,000, yet the market has cut September expectations to about 100,000; Core PCE remains stuck at 3.3% annually. The Federal Reserve just raised rates by 25 basis points on September 16, and the pricing for another 25 basis point hike on October 28 remains above 60%. BTC digested the rate hike near $83,000. This week is not about waiting for excitement but about repricing the October meeting.
Times are in Beijing Time:
1 Wednesday 20:30: August personal income and spending, with the core focus on PCE. Market expectations are overall PCE up 0.4% monthly, 3.7% annually; core PCE up 0.3% monthly, still about 3.3% annually. Also on the agenda are the third estimate of Q2 GDP and ADP employment.
2 Thursday: Initial jobless claims and ISM manufacturing. Used to verify if the cooling in employment is genuine or just a false signal.
3 Friday 20:30: September Nonfarm Payrolls, unemployment rate, and average hourly earnings. The unemployment rate is expected to hold steady at 4.1%, with monthly hourly earnings growth expected at 0.3%. Tuesday also features JOLTS job openings as a prelude, with officials speaking frequently.
A pitfall: focusing only on Friday’s Nonfarm numbers and treating Wednesday’s PCE as a side note.
The Fed’s real inflation gauge is PCE, not the Nonfarm headline. The 162,000 in August already shattered the narrative that "employment collapsed so no rate hike." If Wednesday’s core PCE monthly rate rises above 0.3%, even if Friday’s employment is only 100,000, the pricing for an October hike may not retreat. Conversely, good employment numbers with falling hourly wages and rising unemployment rate indicate true cooling. Employment numbers are often revised; hourly wages and core PCE determine the real interest rates of the dollar and U.S. bonds, which in turn determine the discount rate for zero-coupon assets like BTC.
Meeting expectations does not equal good news. When both sides meet expectations, it often only results in wide volatility; the market moves on the side that exceeds expectations—core PCE overheating or a clear acceleration in hourly wages. Volatility around data windows is amplified, suitable for deleveraging and setting stop-loss conditions, not for treating the macro calendar as a trading alarm.
This week, do you watch PCE first or Nonfarm first?
$BTC $ETH
#非农 #PCE #美联储 [Old Chive Observation] About the second of six coins worth watching after US stocks enter DeFi
$LINK
As US stocks start moving into DeFi, one thing that cannot be avoided is price. This time, in Aave's US stock collateral market, Chainlink is directly responsible for price data. Also, when Ondo's tokenized stocks enter Morpho lending, price data is needed. In other words, the more assets go on-chain, the greater the on-chain financial system's demand for reliable price data.
Aave now allows 7 Coinbase tokenized US stocks as collateral to borrow USDC, and the on-chain price data for these stocks is provided by Chainlink.
This is not just for Aave.
Ondo's tokenized stocks entering the Morpho lending market also require on-chain price data.
So if this trend continues to expand, the underlying logic is actually very simple:
Stocks go on-chain, someone first needs to know how much they are worth.
Only then can they be used as collateral, borrowed against, and liquidated.
LINK is now in this position.
On September 24th at $13.21, on the 25th it peaked near $14, and on the 26th it once reached $14.15.
Entry: $13–$14
Take profit: $14.80 / $16.00 / $18.00 / $20.00
Stop loss: $12.5
If this wave of RWA continues from "asset issuance" to "assets entering DeFi," LINK is capturing the foundational layer of data.Canton $CC Resilient + Counter-Trend Rise 📈
Tokenomics Interpretation｜Burn-Mint Equilibrium (Burn-Mint Mechanism)
Core Mechanism: Burn-Mint Equilibrium
Canton adopts the classic Burn-Mint equilibrium model:
Assets within the network synchronize, transaction settlements and asset transfers generate fees, which are denominated in USD, but participants must burn CC tokens to pay these fees. The burned CC tokens are permanently removed from circulation.
On the other side, network validator nodes and ecosystem service providers receive newly minted CC as rewards.
The protocol automatically and dynamically balances the "burn amount" and the "newly minted amount":
✅ The higher the real business transaction volume → the larger the CC burn scale, continuously offsetting inflation caused by new minting;
Business growth is not just about the platform earning service fees; the business scale is directly tied to token scarcity.
Project narrative highlight: The trading volume of DTCC security tokens will directly determine the scale of CC burns. The scale of RWA business and token deflation strength are strongly linked, forming a closed-loop value transmission.
Key risk points (often overlooked in promotions):
CC has no hard cap on total supply; supply is dynamically elastic.
• High activity cycles: burn > mint, circulating supply contracts, producing deflationary effects;
• Low activity cycles: mint > burn, new tokens flow out, bringing inflationary pressure. Recently, the chip semiconductor sector has generally weakened, with gold and silver also experiencing a simultaneous pullback. The crypto market has not been immune either; $BTC and $ETH continue to face pressure, and most altcoins remain in a correction phase. Micron will release its earnings report after the U.S. market closes on the 30th. AI storage demand and future performance guidance will be key focuses for the market. If a short-term high-level surge is followed by pressure, the risk of a pullback should be closely monitored. 📉 BTC key observation range: Short-term focus near $80,000; further adjustment in October may focus on the $75,000–$78,000 range. 📉 ETH key observation range: Short-term focus on $2,300–$2,450; if the correction expands further, watch the $1,950–$2,100 range. The market will soon face important macro data such as non-farm payrolls and PCE, combined with Micron's earnings report, which may further increase volatility. Short-term trading should pay close attention to trading volume, the U.S. dollar trend, and the correlation with risk assets. #EarningsObserver #MicronEarnings #AIStorage #BTC #ETH #Cryptocurrency #NonFarm #PCE #MarketCorrection #CreatorIncentives $ETH remains relatively steady, but the underlying metrics are worth watching closely. Gas fees are hovering around 0.07 Gwei, suggesting network activity remains subdued despite six consecutive days of ETF inflows. ETH is also showing higher volatility than BTC, which means price swings could become more pronounced. ➤ $2,800 — key resistance ➤ $2,650 — important support ➤ Break below $2,650 — $2,500 becomes the next level to watch For now, price is holding its ground. The bigger question is wheBitcoin → digital money → scarcity → self-custody → financial freedom → privacy question → Zcash
Zcash can be called the "Bitcoin virus" — its influence is economic, ideological, and memetic
Bitcoin has already taught millions of people simple things: money can be digital, scarcity can be encoded, capital can be held without a bank, and funds can be transferred without intermediary permission
But then the question arises: if this is really my money, why can everyone see my transaction history?
This is where Zcash comes in
It doesn't need to re-explain Proof-of-Work, self-custody, private keys, limited issuance, or digital scarcity
Bitcoin has already prepared the audience. Zcash adds one characteristic — financial privacy
This is the strength of its narrative: Zcash doesn't have to convince a bitcoiner that cryptocurrency can be money
It makes you think about what exactly that money should be
Zcash offers an answer through shielded transactions: the ability to hide transfer data while maintaining the system's cryptographic verifiability.
The more successfully Bitcoin explains the value of digital ownership and financial sovereignty, the more people face the problem of blockchain transparency
Bitcoin creates an audience for Zcash practically for free.
The $BTC / $ZEC pairing is especially symbolic 
A user can exchange Bitcoin for Zcash and keep the familiar model of digital scarcity and self-custody, but now with an emphasis on privacy
This does not prove that Zcash will replace Bitcoin
Bitcoin has a stronger network effect, liquidity, and institutional adoption
But Zcash doesn't necessarily have to destroy Bitcoin
The viral metaphor works precisely because a good parasite doesn't kill its host. It uses an already existing system
Bitcoin convinced the market that digital money can be scarce and independent from banks. Zcash asks the next question:
if money really belongs to a person, should everyone else see how they manage it?
And this question can no longer be made nonexistent. The question arises: who ultimately owns the money?I've figured it out, no more reckless messing around in the future,
just follow the trend and go long only on $BTC $ETH $ZEC,
they will have fluctuations too,
but the range and logic are relatively easier to grasp,
so I won't lose control with every movement.
Before, I was playing around with those small altcoins,
when the price surged, I panicked and quickly sold off,
and when the bill came out, not only did I not lock in profits,
I actually ended up with losses. When it crashed,
I got the idea to buy the dip again.
Greedy when chasing, fearful when cutting,
I messed up the whole process.😮💨😮💨😮💨
#本周迎非农与PCE关键数据
#财报观察员：美光财报临近，AI存储需求成焦点
#美伊继续磋商霍尔木兹开放条件 Bond market pressures risk assets: The 10-year US Treasury yield reached 5.225%, a new high since 2007, indicating the opportunity cost of zero-yield assets is near a twenty-year peak. CME FedWatch shows about a 75% chance of a rate hike in October. Dragged down by US Treasury sell-off, Bitcoin has retreated about 4% this week from the $87,265 high.
Bitget was hacked, losing approximately $387.5 million. No large-scale sell-off observed in the market. $BTC $ETH $ZEC #财报观察员：美光财报临近，AI存储需求成焦点 The major bottom for Bitcoin came 3 months earlier and the maximum drawdown was only 54%. Has the cycle failed?
I don't think the cycle has failed; rather, the market dynamics have completely changed. The previous leverage-driven stampede bear market is a thing of the past, and an institution-led market has arrived!
If you observe carefully, you'll notice that the 2026 bear market cycle has no major institutional defaults, no stablecoin depegging, and no hundreds of millions of dollars in cascading liquidations.
This is because ETF subscriptions and redemptions have replaced leveraged lending. Institutional reductions are just quarterly rebalancing, not forced sales due to margin calls. Therefore, there was no "surrender-style liquidation," and Bitcoin's price around 60,000 was supported by institutional allocations and whale accumulation.
I expect the main theme of this BTC bull market cycle to be: shallow pullbacks, prolonged consolidation, and gradual appreciation. 【5000 U Challenge 10000 U｜Dual Currency Profit Real Trading Diary】
Day 12
Starting Capital: 5000U
Current Capital: 5124.68U
Cumulative Profit: +124.68U (+2.49%)
Today's Profit: -0.61U (-0.01%)
Market Review 📝
Today the market experienced a major crash, with almost all assets turning red. BTC dropped back to around 83344, altcoins and tokenized US stocks weakened simultaneously, and selling pressure was released in concentration.
The previous decision to observe and temporarily pause opening new dual currency profit orders now seems correct. The current account has about 30% spot exposure, but the spot positions were established at relatively low costs, so this drop is not particularly painful. These are low-position chips laid out in advance, providing strong resilience against volatility.
The focus now is on tonight's market to see whether the downtrend continues or a recovery rebound occurs. The remaining cash flow is kept on standby, with no rush to act blindly.
Today's Operations:
A batch of dual currency profit orders matured and settled today, including $xSOXL, $XPL, WLFI, $ZEC, BCH. All were low-buy orders, earning corresponding coin profits. Currently, there is an unrealized loss, but costs remain manageable. With the market down 8-10%, my unrealized loss is controlled within 3%.
No new dual currency profit orders were placed today. Approaching the monthly close, market uncertainty is high. Continuing to watch more and act less, waiting for clearer signals from the market.
Position Status 📊
Spot positions account for about 30%, holding ZEC, XPL, WLFI, BCH, etc., all low-position layouts with controllable costs.
Most of the remaining funds are kept as cash flow, ready to seize opportunities at any time.
Personal Insight 💡
In a volatile to downtrend market, patience is most tested.
Controlling positions in advance and accumulating low-position chips in batches prevents panic during crashes. Now, no bottom guessing or rushing to buy all at once; keep bullets in hand and wait for market support signals before deciding the next move. Closely monitor the market tonight and calmly observe the direction.
⚠️ Risk Warning: This is only a personal real trading record review and does not constitute any investment advice. Crypto assets are highly volatile, DYOR.
#本周迎非农与PCE关键数据
#BTC现货ETF周流入创近一年新高
#特朗普政府拟推海外稳定币计划 Alright, alright, the air force is starting to make a move, the storm is brewing and the wind fills the hall.
BTC leads the decline, dragging down the entire market sentiment. When prices rise, altcoins can't keep up; when they fall, they drop even harder than the leader. SNDK has already dropped 2 points before the market even opened, indicating capital is withdrawing. At the current pace, if there are no new macroeconomic positives, the US stock market will likely open low and continue down tonight, possibly even testing lower extremes; if there is news stimulus, it could follow the old pattern of low open → rebound → then fall again.
From a technical perspective on SanDisk/SNDK, the 15-minute chart shows a drop from around 1786 to 1725, Bollinger Bands pointing downwards, short-term support at 1700, breaking which leads to 1600, with 1500 as a stronger support but not so soon. After several days of large gains, there are trapped and profit-taking positions around 1700, showing clear resistance. On my side, I sold SNDKUSDT perpetual 5x with a floating loss of -29.93%, already closed, indicating the pace and leverage need to be controlled. BTC support is at 83400/82960, resistance at 84860; ETH is watching 2630-2700. This week’s non-farm payrolls + PCE, US Treasury yields, Micron earnings and AI storage expectations, and the Hormuz situation are all adding to volatility. Don’t get emotional with the trend, risk control comes first. $BTC $ETH $ZEC Good afternoon, this market really is plunging like a waterfall. It was still struggling around 83,000 at noon, but this afternoon it directly smashed down to 82,606. The current price is 82,632, down 2.16% in 24 hours, having rolled down from 85,199 during the day, dropping nearly 2,600 dollars. The bulls have definitely taken a heavy hit today.
Looking at the 1-hour chart, the movement is quite brutal. The MA5 (82,984), MA10 (83,304), and MA20 (83,926) moving averages are all sharply diverging downward, a classic bearish alignment. The price has been smashing down from the lower Bollinger Band (82,538), almost sliding along the bottom edge. The previous low support at 83,174 was directly broken, 82,874 didn’t hold either, and now even 82,606 is precarious.
Below, 82,000 is the next psychological integer support level. If the US stock market opens weaker tonight, this level will most likely not hold either, with 80,778 below that. The range from 83,000 to 83,500 has all turned into a resistance zone, making short-term recovery very difficult.
For those holding spot positions, keep your mindset steady. This pullback is indeed significant, but don’t panic sell; those without positions should not rush in either. This kind of one-sided decline has not yet shown signs of bottoming out, and trying to catch the falling knife risks catching it halfway down. Avoid leverage firmly; tonight will probably see another batch of liquidations. The new week started with a big bearish candle, so let’s first see if 82,000 can hold. Solana ETF had a net inflow of about $188 million last week, with all seven funds recording inflows. Bitwise's BSOL absorbed about $128 million. ETFs allow users to gain SOL exposure through brokerage accounts without managing wallets themselves.
At the same time, Solana's Alpenglow is still in testing, aiming to reduce the time for payments to reach an irreversible state from about 12.8 seconds to approximately 150 milliseconds, but the launch date is not yet determined.
On the surface, this means easier entry and faster confirmations; what really needs to be observed is: who holds the assets, whether the authorization can be understood before signing, and if the recovery path after errors is clear. Faster confirmations do not mean it is easier to reverse mistakes.
#AI #Web3 #MPC #Solana #ETFFilecoin Warm Storage has something special this time.
It is not tied to a specific Coding Agent, but through Publish Skill, it directly supports Claude Code, Codex, Cursor, Gemini CLI, GitHub Copilot, OpenCode, and other skills.sh compatible Agents.
The core message is:
One installation, multiple Agents can use it directly.
You use Claude Code today, switch to Codex tomorrow, open Cursor the day after, without needing to set up a new storage solution each time.
The significance behind this is not just "compatibility with more tools," but gradually embedding Filecoin's storage capabilities into the actual workflows of AI Agents.
AI Agents are responsible for creating, executing, and invoking data, while Filecoin is responsible for storing data long-term and verifiably.
As the number of Agents grows and data increases, the combination of AI × Storage may just be beginning.
What truly deserves attention about $FIL might not just be the term "storage coin," but whether it can become one of the data infrastructures of the AI era.Today's Bitcoin $BTC pullback, I think what really needs to be looked at is not how much it has dropped, but whether the support below is sufficient. After the price returned to around $83,100, short-term bears are still relatively active. The failure to hold above $85,000 earlier indicates that the selling pressure above is indeed significant.
From a technical perspective, the RSI has already reached around 32, showing that market sentiment is clearly weak and is approaching the oversold area. The MACD is still in a weak state, and there is no particularly clear reversal signal yet. Regarding moving averages, the short- and mid-term moving averages are still pressing above the price, so I personally think there is no great need to chase longs right now.
Below, I am mainly watching around $82,700. If this level can hold steady, showing either a volume contraction with a stop in the decline or a volume increase with a rebound, there might be a short-term recovery wave. Further down is the $81,200–$81,700 range. On the upside, the key levels to watch are $84,100 and $85,000.
My current thinking is quite simple: don’t guess the bottom, first watch the support. Indicators already show signs of oversold, but oversold does not mean an immediate rise. What really matters is whether the price can stop falling at key levels.
This is purely my personal understanding, and I don’t know if the analysis is correct 🤓🤓🤓 #BTC现货ETF周流入创近一年新高 #本周迎非农与PCE关键数据 Bitcoin has been hovering around $83,000 to $85,000 these past two days, with decreasing volume. Today it suddenly dropped sharply, instantly falling to 82,700. When the bullish divergence appeared, buyers stepped in below, pulling it back above 83,000. As long as it doesn't effectively break below 81,300, the uptrend remains intact.
The current market is quite awkward; if it tries to surge upward, there's not enough capital. If it pulls back downward, there are still many buy orders below.
In just over a month, it rose from 60,000 to over 80,000, indicating strong buying pressure. But the coins that were sold earlier need to be replenished by new institutions and large funds. Without new participants entering, the gap can't be fully filled. Bitcoin's direction isn't settled, so no matter how strong altcoins are, they have to follow Bitcoin's lead. Altcoins showed some movement these past two days, but when Bitcoin suddenly dropped sharply today, many altcoins fell back down.
The four-year halving rule is being rewritten; the market now depends on capital flow rhythm. The money inside the market isn't enough for a big bull run; it can only push prices up slightly. For a true bull market, off-exchange funds need to come in.
Those big capital players aren't naive; wherever funds flow, they expect sufficient returns and will rush there. It seems the crypto space isn't fertile enough for them yet! At least not now. Spot markets will have to endure, waiting through this adjustment for the next rally!September's surge was really good. Bitcoin surged from 75,600 to 87,381, an eight-month high. The ETF absorbed nearly 1 billion in two days, forcing shorts to cover. I took all this as faith, chasing longs at 84,000, adding at 85,500, and making the last buy at 86,000—the higher it rose, the more I bought; the more I bought, the greedier I got. I looked at the technicals. 84,000 was the breakout point; holding above it meant a right shoulder of a head and shoulders bottom. The 4-hour EMA50 supported at 82,458, the trend was intact. But I deliberately ignored the RSI pushing above 70 and the MACD death cross—the momentum was already fading. Traders call this a “bearish divergence,” but I translated it as “building strength.” Coinglass data was clear: on September 23, $292 million was liquidated across the network in 24 hours, with 91,443 liquidations. The market was too crowded, I knew, but I thought I was out of it. On September 16, the Fed raised rates by 25 basis points, lifting rates to 3.75%-4%, passing 12-0 unanimously. The 10-year US Treasury yield broke 5%, the highest since 2007. With risk-free rates rising, Bitcoin’s opportunity cost increased, and institutional funds were the first to withdraw. CME FedWatch showed a 75% chance of a rate hike in October; I saw it but was betting on “inflation peaking.” On the evening of September 23, Bitcoin plunged below 85,000. PMI exceeded expectations, and $135.8 million was liquidated in one hour, with longs accounting for $125.9 million. My liquidation line was just below 84,000. With 20x leverage, a 3% adverse move was enough to kill everything. The hardest part in $BTC $ETH trading is not the entry, but how to calmly handle being trapped.
Most people's losses escalate because of unwillingness to accept defeat. They refuse to exit after losing, keep adding positions stubbornly, and end up deeply stuck.
The market won't sympathize with your losses; rational planning and strict discipline are the keys to getting out of the trap.
#财报观察员：美光财报临近，AI存储需求成焦点 #本周迎非农与PCE关键数据 [Old Leek Observation] One of the six coins worth paying attention to after US stocks enter DeFi
$AAVE
This time Aave really brought US stocks into DeFi.
On September 25, Aave V4 launched Equities Hub on Base.
On-chain versions of 7 US stocks—Apple, Amazon, Google, Meta, Microsoft, Nvidia, Tesla—can now be directly used as collateral to borrow USDC.
The significance of this is not just the addition of 7 assets, but that stocks are truly entering Aave's lending system for the first time.
Previously, when buying US stocks, you could only hold them as they appreciated.
Now these tokenized stocks can still be held while being collateralized to borrow USDC.
Moreover, this market is already live, with Chainlink providing price data, not just a concept.
Aave's official statement also clearly mentions plans to continue adding tokenized stocks from Coinbase and GHO.
So this is not just "RWA concept related," but RWA assets are genuinely entering Aave's lending system.
Once this line truly expands, Aave will not only support crypto assets like BTC and ETH, but stocks may also become collateral in DeFi.
Entry: $143–$151
Take profit: $156 / $165 / $180 / $200
Stop loss: $138 A day of widespread decline (227 down / 28 up, median -5.67%) with the most eye-catching being HBAR.
In 24h it rose from 0.0947 to 0.1132, +19%, with $71M in volume. Looking at the 4H chart, the 16:00 candle had a volume explosion to 48.7M, while the previous one was only 9.2M — a 5x increase. This is active buying, not a liquidity sweep.
The driver is the IBM partnership news landing, confirmed by both CoinMarketCap and Traders Union. Against BTC at -2.3% and SOL at -5%, money is looking for "alts with event catalysts" rather than continuing to dump the market.
0.115 was today's high. The 16:00 4H candle closed at 0.1118, failing to hold 0.115. If it stays above 0.11 in the next 12 hours, it indicates buying support; breaking below 0.095 would be a false breakout.
$HBAR, do you think this round will reach 0.12 or pull back to 0.10 to consolidate?