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SUI continues to be strong, $BTC consolidates and retraces, $ZEC falls first.
Current market conditions show BTC at $83,505, down 1.12% in 24 hours.
SUI is now at $1.238, up 6.07%; ZEC is at $1,565, down 4.37%.
Relative strength in the same window is clear: SUI is stronger than BTC, ZEC is the weakest.
Sui Ecosystem is up about 5%, Privacy down about 3%, the sectors are giving the same answer.
The market might expect ZCSH record day to continue boosting privacy coin resilience.
But the actual movement is different.
ZEC has retraced over 8% from yesterday's high of $1,697; today is just a split record day, not a confirmation of new buying.
BTC is stuck in the $83,000-$85,000 range, still digesting the retracement after last week's rally.
Last week, spot ETF net inflows were about $2.386 billion, but daily inflows dropped from about $999 million to $134 million.
Funds seem to have allocated elasticity to SUI, which still has pre-event catalysts, while BTC consolidates.
Next observation is whether SUI can maintain relative strength above $1.20; for ZEC, whether there is support around $1,550 will be discussed further.$BTC $ZEC
Haven't analyzed the market for a long time. I've been immersed in practicing questions and studying for exams, so it took me a month to get the qualification certificate, which is just an entry-level exam and not very difficult. There's really nothing to brag about. Some fans said they failed the exam several times, so I just mentioned it casually.
Understanding is the most important thing!
Just like the ZEC order I opened last night. Actually, I explained it quite clearly: the daily chart shows a big 5-wave, and the 4-hour chart shows an expanding 5-wave. The daily wave is the driving main rise, and the 4-hour wave is an expanding consolidation. Therefore, the maximum take-profit target is naturally the start of waves 1 and 2 on the daily chart. This price range is naturally found around 900-800. To complete this market movement, the condition is that the 4-hour chart breaks the line first, then the daily chart breaks the line. Actually, from the weekly chart, it is a super large cycle wave 3. As for whether there will be a wave 5 in the future, I don't know. At least first watch the 4-hour and daily cycle return. If combined with the weekly wave 3 calculation, the return will not break the high point of wave 1 at 750. Then the maximum retracement of the high point 1699, calculated by Fibonacci, possibly returns to 0.5 at 850. So the conclusion is between 900-800.
Finally, about Bitcoin, the running rule of Bitcoin from the first segment of 10 points single 4-hour K-line looks strong, very strong, extremely strong, but at the position of 82,000, it is unlikely to break through only 1-2 times. From the wave pattern, the first wave is too strong, which makes it difficult to form a driving wave. It is easy to see a pattern of strong, then less strong, then weakening. The US stock market hasn't opened yet, but BTC, ETH, and SOL have already taken a hit in advance! Tonight, I’m starting to guard against a second round of declines.
S&P 500 futures are down 0.4%, Nasdaq futures down 0.7%, with tech stocks under pressure even before the open. The crypto market isn’t doing any better; based on this morning’s trading, BTC has dropped to 83461, ETH to 2654, and SOL is back near 120.
The biggest problem now is the potential resonance between the US stock market and the crypto market. Especially the Nasdaq—if it continues to dip after opening, BTC is very likely to face selling pressure again, and altcoins could see even greater volatility. The market is still digesting risks from the Middle East situation, oil prices, and US Treasury yields. However, futures falling doesn’t necessarily mean BTC will definitely drop; the key is how the US stock market performs after opening.
I’m watching BTC at 83400 first; if it breaks below, I’ll look at 83000 and the previous dense liquidation zone around 80500; if it rebounds and holds above 84070, short-term downward pressure may ease.
ETH is already approaching the 2648 support; if it can’t hold, I’ll watch 2630. For SOL, I’m closely watching 120 and 119.89; if it breaks below, I won’t rush to go long for now.
Tonight, I’ll reduce high-leverage positions and observe the Nasdaq’s direction after opening. If US stocks continue to fall and BTC breaks below 83400, these three coins will need to be guarded against further declines.
I still see good rebound opportunities ahead, but for now, I’m focused on preserving capital. The market’s favorite to clean out are those who clearly see risks but stubbornly hold full positions. #美伊继续磋商霍尔木兹开放条件 $ETH Trading Volume, VWAP, and Institutional Capital Flow Analysis
Key Conclusion: Trading volume expanded to 87.18M USDT, accompanied by a large bearish candle, confirming the nature of a "volume-driven decline." This suggests that institutional funds engaged in panic selling or passive stop-loss during the breakdown. VWAP (2,672.62) remains high, with intraday capital losses across the board.
Volume and Capital Depth Deduction:
Volume is the core evidence revealing the truth behind the breakdown. From the VOL (USDT) histogram at the bottom of the screenshot, it can be seen that during the decline from 03:00 to 11:00 on September 28, multiple significant red volume bars appeared. The current 1-hour trading amount is 87.18M USDT (corresponding to 32.86k ETH). In a downtrend, this sustained moderate volume increase with a gradual decline is the most damaging, representing institutional funds orderly and continuously withdrawing rather than retail panic selling.
Considering VWAP14 (2,672.62), the current price of 2,657.33 is far below VWAP, meaning almost all active buy orders are at a loss intraday. VWAP has become an extremely heavy "resistance line," and any rebound failing to break through VWAP with volume will be an invalid rebound. Looking at the Basis (spread) reported at 2,679.76, close to VWAP, it indicates a clear discount structure in the perpetual contract market, with market sentiment leaning bearish and shorts beginning to dominate pricing power.
The microstructure of capital flow shows that a large amount of long positions accumulated during the 2,680-2,720 range consolidation triggered a chain liquidation after breaking the 2,700 support. AVL (2,652.86) is slightly below the current price, indicating the short-term average price line is attempting to provide support, but its strength is questionable. The current capital conclusion is: this is a "deleveraging" process jointly triggered by macro liquidity tightening and key technical breakdowns. Until there is an extreme "panic volume spike" (i.e., complete exhaustion of selling pressure) or a "volume-driven bullish candle" recovers VWAP, the capital side does not support a trend reversal. Traders should closely monitor volume changes near 2,641.00; if volume contracts on a pullback without breaking this level, a short-term bottom can be expected.
---Watching the market cap stagnate with low volume is indeed boring, but don’t let it throw off your rhythm. My current strategy is to shift my focus away from the main coins and observe those sectors that, during the pullback, not only didn’t break down but quietly reduced volume during the consolidation phase. SOL’s performance these past few days is a signal—these assets that can develop independent trends in a weak market are the first tier for upcoming capital rotation. Don’t think that being out of the market means there’s nothing to do; put those strong public chain coins whose structures have already been adjusted into your watchlist. As soon as the market provides even a little liquidity, these assets will take off faster than you expect.
$BNB $CAKE $TWT This Friday, both the Nonfarm Payrolls and PCE data will drop together, two shocks in one day.
Everyone is watching this day closely this week. Whether there will be another rate hike in October basically depends on this. It's only been two weeks since the last rate hike, but officials are even more hawkish than before.
The stakes are already on the table. The market's probability of another rate hike in October once surged to 70%. Fed officials have been hawkish one after another. Barkin said 60% of PCE components are still rising over 3%, and the New York Fed President was more direct, saying another hike before year-end is reasonable.
On the other hand, UBS publicly disagrees, saying the market is overbetting. The annual revision of core PCE will be lowered by 0.2 percentage points, and the rate hikes should stop after one more in December.
One side bets on continued hikes, the other on peak hikes. The showdown is on Friday.
Interestingly, Bitcoin has been flat at 84000 for a whole week, with daily volatility under two thousand dollars. This is not lying flat, but holding breath. Before such data is released, whoever moves first gets hit first. Last time around PCE, a single candlestick wiped out a batch of traders.
My plan is simple: no moves before the data release. If inflation softens on Friday, everything priced for continuous hikes will need to be re-evaluated; gold, US Treasuries, and altcoins will all have to reorder. If it hardens, UBS will be proven wrong, shorts will push again, and there will still be a market—no rush.
Let the data decide the direction; I only take trades on confirmed moves, no guessing.
What do you think? Will these two numbers on Friday indicate a soft landing or a hard hit?
#本周迎非农与PCE关键数据 $BTC $ETH $ZEC $ETH Price Action and Micro Trend Structure In-Depth Analysis
Key Conclusion: ETH is currently quoted at 2,657.33, down -1.17%, in a typical "following the market down, accelerating the bottom search" phase. After falling from the previous high of 2,724.20, the price consecutively broke through key integer levels at 2,700 and 2,680, reaching a low of 2,641.00. The current candlestick closes at 2,657.33 with a lower shadow. Under the baseline scenario, there is a short-term demand for an oversold rebound, but the rebound height will be limited by 2,670 (VWAP). The overall trend has followed BTC into a bear-dominated phase.
Price Action and Structure Analysis:
From the 1-hour candlestick chart timeline, a critically important bearish breakout candlestick appeared at 11:00 on September 28. This candlestick decisively broke through the previously highly anticipated 2,700 (psychological support) level, completely ending the prior 2,680-2,720 consolidation range. The price plummeted sharply from around 2,720 to 2,641.00 in a very short time. This "waterfall decline" is known in trading desk terminology as "liquidity liquidation." The main funds took advantage of the panic caused by BTC breaking below 84,000, triggering a large number of ETH long stop-loss orders, thereby acquiring distressed positions at low levels. The current candlestick closes at 2,657.33 with a long lower shadow, indicating aggressive bottom-fishing funds intervened below 2,641.00, which coincides closely with the lower Bollinger Band (2,646.65).
The current price of 2,657.33 is in an extremely dangerous "downward channel." Looking upward, 2,670 (VWAP/MA10) and 2,685 (Bollinger middle band/MA20) form layered resistance nets. Looking downward, 2,646.65 (Bollinger lower band) and 2,641.00 (intraday low) form immediate defensive positions. From a price action perspective, this volume-contracted stabilization after a sharp breakdown often corresponds to either a "downtrend continuation" or an "oversold rebound." If the subsequent rebound fails to hold above 2,670 effectively, it is highly likely a downtrend continuation, with the price continuing downward to seek macro support in the 2,600-2,620 range. If a double bottom structure forms near 2,640 with a volume breakout above 2,670, it may confirm a short-term bottom. Traders should remain highly cautious and avoid blindly bottom-fishing with heavy positions before the downtrend reverses; waiting for right-side confirmation signals is more prudent. BTC: Stuck between 84k–85k, waiting for volume confirmation
$BTC repeatedly traded above $84,200 in the early session but failed to effectively hold above $85,000. The 24-hour high of $85,164 indicates selling pressure above; if volume does not break through $84,940–$85,255 in the short term, the rebound quality is not considered strong.
If it continues to hold $84,130–$84,300, it can still be seen as a strong consolidation; once it breaks below $83,800, a short-term retest of $82,500–$83,000 is possible. The early session overall looks more like digesting the directional choice after the weekend’s low volume rather than a one-sided breakout.
ETH: Pullback after rebound, funding still needs verification
$ETH pulled back from above $2,720 in the early session and is currently oscillating around $2,670–$2,690. The 24-hour high near $2,723 is a short-term resistance zone; if it cannot reclaim this level, the rebound is likely to be seen as a "pump and dump."
On the upside, watch $2,723 first, then $2,740 / $2,807; on the downside, if $2,665 is lost and further breaks below $2,627, the short-term structure will weaken. Compared to BTC, ETH currently needs to see spot or ETF funds re-enter net inflows; otherwise, the rebound’s sustainability is limited.
$ZEC’s recent rally is mainly not driven by the "halving narrative" but by the compliant capital inflow brought by the launch of Grayscale’s spot ETF. As of late September, ZCSH’s asset management scale approached $1 billion, with about $306 million in new net inflows; from September 23 to 25, there were even three consecutive days of zero net inflows. This means the current price still relies on continuous capital flow, and once net inflows significantly weaken, the risk of a high-level pullback will increase.
On the other hand, the on-chain shielded pool ratio has risen to about 30%, indicating that privacy usage is not entirely idle, but recent price movements are more driven by narratives and capital flow rather than stable payment demand growth. The current drop back to around 1570 is a normal correction.Macroeconomic factors to pay special attention to:
On September 30, there is a US Treasury bond payment of about 202 billion USD, in the context of the quarter-end. What is worth monitoring is the impact of Treasury cash flow on repo/SOFR rates, bond yields, and liquidity, then evaluating the effect on BTC.
Whales are quite balanced: Whale trading data on September 27 recorded about 692.9 million USD, with 52% buying and 48% selling. Thus, there is currently no clear dominance of sellers in the large transaction group. Trump shouts about fighting while transporting oil, Hormuz shows "tough talk, honest actions"
To understand today's Middle East drama in one sentence: shouting about fighting while secretly transporting oil.
Trump rejected Iran's ceasefire proposal, then said "talks will continue this week." Iran wants to lift the blockade, Trump wants Iran to abandon its nuclear program first; neither side yields. Qatar acts as a mediator, passing messages between both sides.
The funniest part is that last weekend, oil transport through the Strait of Hormuz hit the highest record since the conflict began, exceeding 22 million barrels, with the US military escorting. Translation: if they really wanted to fight, would tankers dare to run like this? This is a mutual show of cards; no one wants to blink first.
Translation: geopolitical risk premium hasn't disappeared, but the probability of substantial supply cut is decreasing. Oil prices can't go down or up, inflation pressure is temporarily stabilized, which is an indirect positive for BTC.
$BTC 84000, $ETH 2650. Data week is coming soon; PCE and non-farm payrolls are the real "instruments of torture."#本周迎非农与PCE关键数据 This week brings two key data points: Nonfarm Payrolls and PCE. The market is not really trading the data itself, but whether the Federal Reserve will continue to raise rates in October. The US August PCE will be released on September 30, and the September Nonfarm Payroll report will be released on October 2. These two data sets fall right after the Fed's September rate hike, directly determining the market's policy pricing for the next meeting.  Currently, market expectations for a rate hike in October have clearly heated up, with some market pricing reaching about 64%. Meanwhile, Fed officials have recently emphasized inflation risks, with the PCE year-over-year reaching 3.7%, significantly above the 2% target.  So this week, focus on two directions: First, watch the PCE — which determines inflation. If core PCE continues to exceed expectations: Inflation stickiness ↑ → October rate hike probability ↑ → US Treasury yields ↑ → US dollar strengthens → BTC, US stocks, and other risk assets come under pressure. Especially now, oil prices are affected by the Middle East situation, and rising energy prices are reinforcing inflation concerns. Gold has already noticeably fallen today due to rate hike expectations.  Second, watch Nonfarm Payrolls — which determines employment. If Nonfarm Payrolls are significantly stronger than expected, and unemployment does not worsen significantly, the Fed will have more confidence to continue tightening. Conversely, if employment cools noticeably: Nonfarm weakens → necessity for rate hikes decreases → October rate hike probability falls → US Treasury yields decline → risk assets get a breather. But here is the most critical combination $BTC Volume, VWAP, and Institutional Capital Flow Analysis
Key Conclusion: Volume expanded to 49.69M USDT (down from the previous 116M but increased relative to the gradual decline phase), combined with a large bearish candle, confirming the nature of a "volume-driven decline." This suggests institutional capital engaged in panic selling or passive stop-loss during the breakdown. VWAP (84,113.7) remains high, with intraday capital losses across the board.
Volume and Capital Depth Analysis:
Volume is the core evidence revealing the truth behind the breakdown. From the VOL (USDT) histogram at the bottom of the screenshot, multiple significant red volume bars appeared during the decline from 03:00 to 11:00 on September 28. The current 1-hour trading volume is 49.69M USDT (equivalent to 596.7 BTC). Although this is far below the previous surge of 319M, in a downtrend, this sustained moderate volume increase during a gradual decline is the most damaging, representing institutional capital orderly and continuously withdrawing rather than retail panic selling.
Considering VWAP14 (84,113.7), the current price of 83,397.8 is well below VWAP, meaning nearly all active buy orders are at a loss intraday. VWAP has become an extremely heavy "resistance line," and any rebound failing to break through VWAP with volume will be an invalid rebound. Looking at the Basis (84,155.6), close to VWAP, indicates a clear discount structure in the perpetual contract market, with market sentiment leaning bearish and shorts beginning to dominate pricing power.
The microstructure of capital flow shows that the large long positions accumulated during the 84,000-85,000 range consolidation triggered a chain liquidation after breaking the 84,190 support. AVL (83,281.2) is slightly below the current price, indicating the short-term average price line is attempting to provide support, though its strength is questionable. The current capital conclusion is: this is a "deleveraging" process triggered jointly by macro liquidity tightening and key technical breakdown. Until volume shows an extreme "panic peak volume" (i.e., selling pressure is completely exhausted) or a "volume-driven bullish candle" recovers VWAP, the capital side does not support a trend reversal. Traders should closely monitor volume changes near 83,173.6; if volume contracts on a retest without breaking lower, a short-term bottom can be expected. $BTC Bollinger Bands Channel, Volatility Expansion, and Mean Reversion
Key Conclusion: The Bollinger Bands (BOLL20) show a "horn" shaped downward expansion trend, with the middle band at 84,365.4, the upper band at 85,401.9, and the lower band at 83,328.9. The price is currently running tightly along the lower band (83,328.9), triggering the classic "descending along the lower band" pattern. Under the baseline scenario, the price will struggle repeatedly near the lower band; if it fails to quickly reclaim 83,500, a secondary volatility expansion will be triggered, testing even lower extremes.
In-depth Analysis of Bollinger Bands and Volatility:
The Bollinger Bands indicator in this chart exhibits textbook-level "bearish trend" characteristics. The current BOLL20 middle band is at 84,365.4, representing the average price center over the past 20 hours. With the price plummeting, the middle band has clearly started to turn downward, confirming a mid-term trend reversal. The current price of 83,397.8 is just under 70 dollars above the lower band (83,328.9), placing it in an extremely weak zone.
Observing the bandwidth changes of the Bollinger Bands: the bandwidth between the upper band (85,401.9) and the lower band (83,328.9) has reached 2,073 dollars, more than doubling from the previous few hours' 973 dollars. This "volatility explosion" is a typical feature of panic selling. In technical analysis, when the price runs along the lower Bollinger Band, it is called "falling along the lower band," a very dangerous pattern because every rebound that fails to reach the middle or upper band triggers a new round of selling. The extreme boundaries of UB and LB (shown in the chart text as UB: 84,820.6, LB: 83,367.2) have become chaotic, but the lower band at 83,328.9 remains the most important short-term defense line.
If the price breaks below 83,328.9 and reaches 83,173.6 or even lower, it means the price has broken through the statistical 2 standard deviation lower band, entering an extremely oversold area. At this point, the gravitational pull of mean reversion will be extremely strong, potentially triggering a rapid and intense "V-shaped reversal" to test the middle band (84,365.4). Conversely, if the price finds support and consolidates near 83,328.9, the Bollinger Band bandwidth may narrow again, entering a new round of oscillation buildup. Traders should closely monitor the interaction between the price and the lower band: if the closing price continuously stays below the lower band, the downtrend continues; if the closing price moves back above the lower band, a short-term rebound is expected. At the current stage, the risk-reward ratio of blindly shorting is deteriorating sharply. $BTC On September 27, 2012, Gavin Andresen posted an announcement on the BitcoinTalk forum: The Bitcoin Foundation was officially established. At the time the post was published, Bitcoin had been running for just over three years. Satoshi Nakamoto had already faded out, and the software was mainly maintained by a group of developers scattered around the world. The network had no headquarters, no customer service, and no company that could represent it by signing, hiring, or responding to regulators. Freedom brought vitality but also left many tasks without accountability. Who would provide long-term funding for core developers? Who would maintain the test network and seed nodes? When the media associated Bitcoin with scams, money laundering, and the black market, who could provide clear responses? When businesses wanted to integrate Bitcoin but lacked security standards and operational norms, who could they turn to? That same month, the exchange platform Bitfloor was attacked, and about $250,000 worth of Bitcoin was stolen. Similar incidents continuously reinforced the negative impression of Bitcoin externally. Several early participants therefore decided to establish a real-world institution for this company-less protocol. The Foundation set three missions for itself: standardization, protection, and promotion of Bitcoin. Gavin looked to the Linux Foundation as a model. Linux is also maintained by global developers; the Foundation does not own the open-source code but can raise funds, hire key developers, hold conferences, and handle legal and business affairs for the ecosystem. The initial board members included Gavin Andresen, PeBig Brother Maji is basically a big-time retail trader, having liquidated dozens of times. Is he the same as everyone else??😅😅😅😅
Latest on-chain monitoring: Big Brother Maji Huang Licheng has reduced his BTC long positions, with a $1.42 million loss in the past 24 hours, and his 7-day profit has shrunk to only $1.62 million.
Remember a few days ago his 93.41 million U all-in long positions? Three all-in high-leverage trades on ETH, BTC, and HYPE. Now the market is swinging between 84,000 and 85,000, and high-leverage positions are the hardest to handle—if it rises a bit, it’s not enough to take profit; if it falls a bit, it’s close to the liquidation line.
Big Brother Maji’s positions are an emotional barometer, but definitely not to be copied. His capital size, information channels, and risk tolerance are on a completely different level from ordinary people. When a big player liquidates, there’s still rescue; when you liquidate, it’s real money gone. Watching big players’ positions can only help judge market sentiment, don’t copy their trades. #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 $BTC $ETH $ZEC Asked Doubao two questions, which are my most conflicted thoughts about my current SUI holdings
1. Should I continue holding this position without closing?
2. The goal is to turn 10U into 10,000U, but the market is getting further from the target. How should I plan?
Conclusion:
1. Choose to continue holding, do not close the position.
2. Aim for big gains with small investments, don’t exit on minor pullbacks.
Hard rule: Set stop loss at the opening average price of 1.1749; if reached, exit at break-even to protect principal.
No adding to the position or injecting more funds throughout. Continue holding if the market strengthens again; if it falls below cost, this bet ends immediately, no stubborn holding. $XOM On May 15, 1911, the U.S. Supreme Court ruled that Standard Oil violated the Sherman Antitrust Act and ordered the breakup of this massive oil system. Seventy-two-year-old John D. Rockefeller had long since stepped away from daily operations but still held about a quarter of the parent company's shares. He had spent decades integrating refineries, railroad discounts, oil barrels, pipelines, warehouses, and sales networks into one system; now, the law demanded this system be separated. The ruling seemed like a defeat. Standard Oil was split into multiple independent companies, and Rockefeller lost control of the unified empire. Contrary to many expectations, he did not become poor because of this. Shareholders received shares of the split companies proportionally, and the automotive era continued to drive gasoline demand upward. Many subsidiaries later grew into industry giants like Exxon, Mobil, and Chevron. An antitrust ruling broke up the company but did not dismantle the accumulated technology, assets, brands, and distribution capabilities. Rockefeller's story is therefore difficult to write as a simple lesson in wealth. He demonstrated how systems can generate astonishing efficiency, but also showed that when efficiency combines with the power to exclude competition, society as a whole bears the cost. Before fame: His father wandered around, and his mother taught him to keep track of every penny. John Davison Rockefeller was born in 1839 in Richford, New York, on a farm $XRP
After regulatory and ETF expectations heat up, can XRP's rise turn into a sustained trend?
Regulatory progress can reduce uncertainty, but long-term pricing still depends on real payment demand and net capital inflows. If the positive factors materialize and spot buying continues to spread, the price may break free from being news-driven.
If the positive news is realized but volume drops significantly, or leverage heats up without spot following, I would downgrade my assessment. Kazakhstan's mining electricity comes from oilfield waste gas
Kazakhstan plans to power mining farms with oilfield waste gas.
Associated gas is the gas that comes out during oil extraction and was previously burned off directly.
Where does this electricity come from:
The Ministry of Energy estimates that up to 60 oilfields emit this kind of gas.
Together, they can generate 1.2 to 1.3 terawatt-hours of electricity.
Who pays in the middle:
Oil companies sell the waste gas to miners, saving on treatment costs.
Miners lock in electricity prices for many years and don't need to compete for grid power.
The 1.3 terawatt-hours is the total annual amount, not available at all times.
Mining machines must be built next to the oilfields; if the gas stops, mining must stop.
This mechanism is still in the legislative stage.
Before it is truly implemented, it depends on how many oilfields are willing to participate.
#BTC现货ETF周流入创近一年新高 $ZEC Accenture closed around 176 on Friday, down nearly 40% from the 52-week high of about 291, but on Thursday it had to submit the last standalone GenAI order figures.
Q4 revenue guidance is about $17.75 to $18.4 billion, with the street around $18.04 billion and EPS about 3.18.
Management said this is the last quarter to separately disclose generative AI bookings because AI has been integrated into almost all business.
Simply put: in the future, you won’t see that prominent AI order item; you can only infer whether the company is still spending on AI from total orders and growth rate.
My view: don’t just focus on whether EPS beats expectations; the real pricing depends on whether the federal business turns positive as expected, and whether the market still believes its story after the AI numbers disappear.
Before the earnings report, I won’t chase the stock; the invalidation condition is that the federal business clearly returns to growth and revenue reaches the upper half of the guidance range.
Do you focus more on the federal business turning positive, or on the last GenAI bookings number?
$ACN $IBM $CTSH
#ThisWeekWelcomesNonFarmAndPCEKeyData #EarningsObserver: Micron earnings approaching, AI storage demand in focus🚨 The StonkFun account briefly disappeared, sparking heated discussion in the community. StonkFun's X account was temporarily inaccessible, which some community members saw as another peak in the recent PumpFun-related FUD controversy. There are claims that during this period, there were numerous reports, impersonation tags, and market sell-offs; however, the exact sources and connections of these actions still require more reliable evidence to confirm. 📊 After the account was restored, StonkFun's operations did not show any obvious halt. Relevant data indicates that its revenue, buybacks, and SOL burn activities are still ongoing, and market attention has refocused on the platform's actual fee income and token economic model. 🔥 On one side, there is ongoing debate around fees, taxes, and the ecosystem model; on the other, there is the social account turmoil. For traders, what matters more than emotional narratives is whether the real revenue, buyback scale, SOL burn volume, and user activity can be sustained. The market will ultimately verify the story with data. $SOL $STONKFUN $PUMP #Solana #StonkFun #PumpFun #Crypto #DeFi Bitcoin is still consolidating and oscillating between 85252 and 83248. As long as this trading range is neither broken above nor below, it will keep fluctuating within this range. I don't know how long this will last, but after enough consolidation, it will naturally break out in a direction. Looking at the red arrow above, Bitcoin has repeatedly challenged the resistance at 85252 but has not passed it. Also, in the area circled in white, a high-level bearish engulfing pattern has appeared, with multiple previous rebounds at 85252 facing resistance and falling back as a reference. Moreover, a high-level bearish engulfing pattern has formed. Looking at the white arrow marking this upward movement, it is weak and lacks momentum. In this upward segment marked by the white arrow, there are basically no trend candles. The bearish candles pointed to by the yellow arrow are all valid candles. What does this indicate? It shows that the bulls' momentum is insufficient, and the bears' counter-trend strength is starting to strengthen. So when the bearish engulfing pattern circled in white appears, taking a short position to catch a pullback might be a good idea. The downtrend is still continuing, and I am still holding my Bitcoin short position. I will wait a bit longer before deciding whether to exit. Currently, as long as Bitcoin does not break below the support range of 83248-82800, the decline will not expand, and it will continue to consolidate around 83248-85252. If it breaks below the support range of 83248-82800, it must test the lower support range of 81287-80000. The most important support range right now is 83248-82800. If you want to go long, watch for a false breakdown and recovery in this range as a buying opportunity. Next is the 80,000 support; if this major support breaks, it will be bad. Bitcoin has broken through 83928 with volume.I will never play long-term again
News can flip three times a day
I’m really tired of holding through this
ETH short position held from 2359 until now
Floating loss is already 12669U
100x leverage for long-term is not the mindset
This is holding margin to stay up late with the dog whales
—
$ETH trading volume about $10.6 billion
Market cap about $323.7 billion
15-minute price is pressed below MA20
MACD still below zero line
2640 is immediate support
If broken, look for 2600 to 2560
Only by reclaiming 2665 is there a chance to rebound to 2720
The big structure hasn’t completely broken down
But short-term is clearly weak
—
$ZEC down about 4.8% in 24 hours
Trading volume about $1.24 billion
Market cap about $26.4 billion
1550 is already a battleground between bulls and bears
Privacy narrative remains strong
Profit-taking at highs is also fierce
This coin is only suitable for quick in and out
—
$SNDK closed at $1777.8 last Friday
Up about 1.38% that day
Trading volume about 7.34 million shares
Around 1815 is short-term resistance
Around 1740 is first support
It’s already risen crazily this year
No matter how strong the fundamentals, don’t chase blindly
—
From now on, only day trading and short swings
If the direction is wrong, admit it immediately
If the news changes, exit immediately
I won’t endure the pain of holding long positions anymore
#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 Many people treat "decentralization" as a slogan, but in fact, it is more like a mechanical property that others cannot copy.
As long as a chain truly achieves that no one can unilaterally shut it down, it gains something that traditional financial systems cannot provide:
Centralized institutions can be sanctioned, frozen, or stopped, but the settlement layer guaranteed by cryptography cannot.
This characteristic will naturally develop network effects—the more people believe it cannot be shut down, the more willing they are to put assets on it, and no matter how much newcomers spend, they cannot replicate this stock of trust.
Ethereum is betting exactly on this position:
Not competing on speed with others, but on who can be the neutral, verifiable global settlement base, while also supporting the booming AI agent economy.
Hard power, not faith.If you had a short position at that time, the strong and rapid surge could have triggered widespread forced liquidations. Even my small position couldn't withstand this wave of volatility. Currently, the price fluctuations of $SOON remain very intense. I prefer to look for the right opportunity to exit quickly and reduce risk rather than continue to hold on stubbornly. ⚠️ High volatility means high risk. The focus now is whether the price can stabilize, and whether trading volume and market sentiment show improvement. Meanwhile, inflows into the $BTC spot ETF continue to attract attention, with nearly $3 billion in net inflows accumulated over the past 7 consecutive days, indicating that institutional demand remains quite active. 📈 Going forward, the focus will be on macro data and the performance of the US tech stock sector, especially PCE, employment data, and the potential market volatility brought by Micron's earnings report. Do not chase the rally; first watch the capital flow, then wait for price confirmation. 👀 #PCEAndPayrollsWeek #MicronEarningsAhead #BTC #SOON #CryptoMarketThe recent weakness in $PONS seems to reflect a shift in market expectations. At the same time, sentiment toward its competitor $PUMP has improved, and some traders appear to be rotating capital and positions between the two. But honestly, the biggest reason I'm in this situation is my own risk-management mistake. I was too confident and entered with a position that was simply too large. Looking back, a much better plan would have been to place a stop around $0.60. If I still believed in the proPrice surged near the 24-hour high, but Funding remains deeply negative. This divergence is more worth watching than just the price increase. According to OKX public data at 11:47 (UTC+8), $ONE spot is quoted at 0.002763, up 16.04% in 24 hours, ranging from 0.002248 to 0.002899; the spot trading volume for the last 24 complete 1-hour periods is about 1.845 million USDT, and perpetual contracts about 55.308 million USDT.
In the last complete 1-hour period, spot rose 0.74% with trading volume up 2.83% compared to the previous hour; perpetual rose 1.50% with trading volume up 63.67%. The volume increase is more obvious in perpetuals, but the open interest is about 3.63 million USD, and Funding is -0.3596%. Negative Funding only indicates that shorts are paying; it cannot alone confirm a short squeeze nor determine the net long or short of new positions.
👀 I will first watch if around 0.002638 the previous high can turn into support. If the price holds on a pullback and volume continues to expand, there is a chance to retest 0.002899; if it falls below 0.002534 with shrinking volume, this acceleration may enter a high-volatility retracement phase, so chasing the price requires more caution. The US spot Bitcoin ETF saw a net inflow of $2.4 billion last week, marking the strongest week since October 2025.
What’s even more noteworthy is the reversal in momentum: these funds had a cumulative net outflow of about $5.8 billion in the first seven months of this year, but have now earned all that money back with this recent surge, turning positive again for the year.
The data behind this indicates that after the early-year funds driven by sentiment exited completely, the buyers stepping in now are those more willing to accumulate slowly amid volatility.
ETF funds don’t chase highs and lows like retail investors; they act more like a steady pumping pipe—so long as the water level keeps rising, BTC’s support from below keeps strengthening layer by layer.
Putting short-term price aside, the structure is indeed more solid than it was six months ago.What exactly makes the South Korean market attractive? Even Circle itself might not have figured it out.
They hired an ecosystem growth director to be based in South Korea, responsible for negotiating partnerships, monitoring regulations, and finding landing scenarios for USDC.
But looking back at their July report, it’s clearly stated: they don’t plan to directly issue a Korean won stablecoin in South Korea; instead, they prefer to cooperate with local issuers and only act as the pipeline connecting to the US dollar.
In plain terms—"You do the dirty and hard work, I collect the toll."
This plan sounds clever, but Koreans aren’t fools. Why should they let an American company be the middleman for the lucrative local stablecoin market?
So this recruitment looks lively, but essentially it’s about staking a claim, not expansion.
No real money has been seen yet; they’re just reserving the spot.
In the stablecoin business, the final competition isn’t about who hires people first, but who gets regulatory approval locally first.
#特朗普政府拟推海外稳定币计划
#Aave支持代币化美股抵押借USDC #Ondo推出基于贝莱德策略的代币化投资组合 $USDC As of September 25, the US spot Dogecoin ETF saw a weekly net inflow of about $2.89 million, setting a new high since the product's launch. The previous week saw only about $285,000, marking a clear increase in capital attention. Among them, Grayscale's GDOG saw cumulative net inflows rise to about $15.46 million, while Bitwise is preparing to end BWOW, making the market more focused on whether funds will continue to concentrate on other DOGE ETFs. Bitwise disclosed that BWOW plans to liquidate in October. However, the asset size held by these DOGE ETFs is still relatively small relative to the total Dogecoin market capitalization, so an increase in short-term capital flow does not necessarily mean prices will continue to rise. Next, focus on whether 👀 📌 net ETF inflows can sustain 📌 the market, whether GDOG continues to attract funds 📌, whether funds after BWOW liquidation are reallocated 📌, and whether DOGE spot trading volume and price improve in sync. Funds are starting to become active, but persistence is key. Look at the data first, then market reaction. DYOR, please conduct your own research and assess risks before any trade $DOGE #BTCETF7DayInflows3B #USTYieldsPressure #MicronEarningsAhead #DogecoinETF🏛️ Trump just said the U.S. will win against Iran in military and economic warfare
And dropped a number most people scrolled right past
He claims Iran's inflation hit 318% as of this morning
That's not a war headline. That's an economy breaking in real time 👀 $BTC
He also said he expects the war to end "very soon" and oil prices to fall
But when asked whether strikes end before the midterms, he wouldn't say
That's the part I'm watching
$ETH If a whale's unrealized profit is 90% supported by ETH, then is this "making money" truly strength, or just fragile and yet to be exposed? 🌙 When I saw this position, my first reaction wasn't envy, but concern for it. 25K ETH at 25x leverage, unrealized profit about $1.3 million; meanwhile, 200 BTC at 40x leverage, unrealized loss about $127,000; 136K HYPE at 10x, unrealized loss about $273,000. Together, the net unrealized profit is just over $900,000, a nice number, but the structure is actually quite unbalanced. What concerns me more is not how much it has earned, but what it is trading. This doesn't look like a balanced portfolio, but rather putting confidence in ETH, using its strength to carry the drag from the other two positions. What do 25x and 40x mean? It means the price doesn't need to move far before the margin is quickly eaten up. ETH is the pillar of this set of positions; once it retraces, the unrealized profit will shrink much faster than when it was established. From a derivatives perspective, the significance of this kind of account is not in the profit or loss itself, but in the market squeeze points it exposes. Concentrated high-leverage longs amplify volatility in two directions: when prices rise, short squeezes push quickly; when prices fall, cascading liquidations come fast. The 40x BTC position is the weakest link in the whole setup; as long as volatility rises, it may be forced to close first, dragging down the overall margin. The unrealized loss on HYPE indicates that leverage sentiment on altcoins is not easy; the heat remains, but the support capacity hasn't kept up. Slightly bullish In the past 72 hours, some interesting signals have emerged regarding the flow of funds on the Solana ($SOL) chain. Many communities are calling for massive transfers to crash the market, but breaking down the data reveals that the truth often lies in the details! 💡 Key conclusion summary: Currently, SOL's capital structure shows a pattern of "buyers accumulating, watching and building momentum, but not fully chasing the rally." Key point: Stablecoins are continuously injecting funds into the Solana ecosystem. Although large transfers are frequent, the vast majority are centralized exchanges (CEX) pooling and managing internal hot and cold wallets, so there is no need to panic excessively. What really needs to be watched are the few loose tokens net inflows into Coinbase. 🚨 Breakdown of Four Major Dimensions of Tokens (CEX, Stablecoins, Whales, ETFs) 🟢 (1) CEX Capital Flows: The Bullets Are Loaded, The 'Waiting to Enter the Market' Phase On-chain exchange data from September 25 to the past three days shows that SOL's net outflows/inflows in CEXs remained relatively balanced, with no panic surge in large deposits. The proportion of USDC/USDT reserves on exchanges has slightly increased, indicating that some funds are being converted into stablecoins and remain in CEXs, representing a typical 'waiting for a low or breakout signal' wait-and-see buying. 🟡 (2) Stablecoin Ecosystem: Continued capital injection, increased on-chain activity USDC and USDT supply within the SOL ecosystem showed net growth, and trading activity in on-chain DeFi and DEXs is heating up. BTC volume contraction forming a bottom, bearish momentum fading? Bulls await confirmation signals
At noon on September 28, BTC dipped to 83,219 before stabilizing and stopping its decline, currently at 83,321. The 1-minute chart shows a "W bottom" pattern emerging; bears failed to continue the sell-off, and selling pressure has clearly weakened.
📊 Objective market view:
The KDJ indicator (57.4/60.0) is flattening above the midline, indicating short-term stabilization. Combined with slightly negative funding rates and extremely crowded short positions, the bulls' potential advantage is accumulating: if bears cannot break below 83,000, the longer the time, the higher the probability of a short squeeze rebound.
⚔️ Neutral reminder:
Currently, trading volume is extremely low, which only indicates an oversold halt, not a confirmed reversal. The true right-side signal is a volume breakout above the 83,500 neckline and holding steady; if resisted, the market remains in a consolidation pattern.
$BTC $ETH $ZEC #BTC现货ETF周流入创近一年新高 A rough start. The Shanghai Composite Index down 1.74%, hitting an intraday low of 3812.
But the Hong Kong stock market rose 0.64%, BTC steady at 84K — not a systemic risk, just pre-holiday risk aversion + all positive news priced in.
3800 is a key level; if broken, next target is 3750.
Last week before the holiday, no big moves, just wait for the post-holiday direction BTC's previous 5-wave upward movement is basically complete, and it has now entered an ABC correction structure. 🔹 Wave B has rebounded to the golden ratio level coinciding with the VAH area but has encountered selling pressure again and pulled back. 🔹 If the correction continues, the next key area to watch is from PVAH around $82.0K to POC around $80.8K. 🔹 At the 1H level, support is still being sought near $83.4K, which is an important defense point at the previous low. If a rebound occurs here, BTC may retest the $84.2K–$84.6K POC area for confirmation; if the rebound fails, bears may continue to push the price down to test near $82K. ⚠️ Key observations: • Two consecutive H4 candlesticks closing effectively below $83.4K → downward momentum may accelerate • Regaining $84.6K → short-term correction pressure may ease • $82K–$81K → important support zone to watch in the next phase The recent market is still influenced by ETF fund flows, US dollar liquidity, and macro data expectations, so BTC's short-term volatility may further increase. I will focus on observing price action during the London session and wait for structural confirmation before seeking opportunities. Don't guess the direction; let the price give the answer first. 👀 #BTC #Bitcoin #Crypto #BTCUSDT #BitcoinAnalysisLooking back, THORChain can be condemned, but not blamed
Like a drowning dog, or rather a drowning child
Gracy said to THORChain on the shore:
You're tall and strong, jump in and save my dog
THORChain said: I can't swim
===================================
Gracy only thought: The water isn't deep, if THORChain jumps in, standing up would only reach his chestWhy is QNT rising so much?
It is a utility token used by enterprises and developers to purchase platform licenses and pay for services; the total supply cap is fixed (about 14.61 million), with low circulation and scarce supply. The project team is based in the UK and has been focusing on B2B services such as tokenized deposits for banks and institutions, and distributed ledger integration.
The core reason for the recent surge:
It has partnered with the US payment institution The Clearing House, which is the payment infrastructure for mainstream US banks, processing over $2 trillion daily. This time, they selected Quant's technology for the bank tokenized deposit network, involving 25 major US banks, with plans to launch in 2027. The market interprets this as traditional large financial institutions adopting its cross-chain technology, with strong expectations for institutional adoption, which is the main catalyst for this round of price increase.
Token scarcity itself:
The total supply is very small, and the circulating supply is limited. After positive news, capital flows in concentratedly, making it easy for a significant price surge.
Market sentiment + capital rotation: as overall market sentiment warms up, funds flow from BTC to small-cap public chains/cross-chain tokens with institutional narratives, combined with leveraged contract funds boosting the rise, amplifying gains and causing short-term overbought conditions.
Operational advice: For spot trading, if you want to get in, wait for a pullback; do not chase now. For contracts, do not top out; remember never to hold losing positions at the top and always set stop losses!
#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 #QNT This wave of inflows into Bitcoin spot ETFs has once again lifted market sentiment by institutional hands.
Last week saw a net inflow of $2.386 billion, hitting a nearly one-year high; among them, IBIT had a weekly inflow of $1.158 billion, and FBTC had an inflow of $702 million. Source: PANews.
On one hand, the top ETFs concentrating capital inflows indicate that institutional buying channels are expanding again, making BTC's relative strength easier to reinforce; on the other hand, continuous large inflows will also increase short-term crowding, so when chasing gains, it's important to watch trading volume and pullback support during U.S. stock market hours.
Are you more focused on whether this inflow can continue, or more concerned about the strength of support during pullbacks? Vitalik drew a picture of $ETH in 2030: last year he was still talking about the "world ledger," but this year he has changed it to "cryptographic world computer," and these changes themselves are very telling—the narrative is being elevated.
The specific list includes using FOCIL to achieve near real-time transaction inclusion guarantees, further strengthening censorship resistance, and redoing transaction authorization with post-quantum signatures or zero-knowledge proofs.
It sounds familiar because this is a five-year plan: clear direction, clear milestones, but you have to accept it won't be realized next year.
For those making long-term allocations, the value of this roadmap is not in the details but in telling us where the technological bets of this round are placed. ZEC's move to $1,697.45 matters less as a headline high than as evidence of selective risk appetite. BTC and ETH staying subdued makes the divergence more informative: capital appears willing to price a distinct privacy and protocol narrative.
New European access and pending US ETF paperwork may broaden attention, but neither guarantees durable flows. The NU7 timeline is the nearer test of whether interest can outlive the rally.
#ZECNears1700NewHigh ZEC won't drop back to 1450-1500 this time
It will stabilize and hold up again
This manipulative whale really knows how to play with human nature. For the position added yesterday, I took partial profits first, and to be safe, I'm slowly raising the cost basis
The comments section is full of exaggerations, saying next week it will hit 2000, break the opening price, reach a historic high of 5000, become a triple coin, and the price looks higher and higher
Not saying it's impossible, just that the probability is extremely low. These people are purely messing with sentiment, the whale, the comment section's empty talk, it's a double tormentUS-Iran continue negotiations on Hormuz Strait reopening conditions, geopolitical risk premium decline drags down risk assets, BSB as a highly volatile small-cap coin takes the brunt first. I judge the short-term bias as bearish but support below still holds. The most striking on the chart is the cycle conflict: 1-hour clearly downtrend running close to the real-time low of 0.10091, while 4-hour remains 13.36% above the low, indicating bears control the current rhythm but bulls have not yet withdrawn their base positions. 24h dropped 6.9% to 0.10972 then pulled back, turnover 1.342 million relatively light, funding rate +0.0042% shows bulls are still paying, open interest 11.53 million coin-margined not collapsed, order book top 10 bids 3053 vs asks 2840, ratio 1.07, bids slightly dominant but unable to hold price, more like passively catching the knife rather than actively counterattacking. Strategy: lightly short near 0.10485 on rebound, stop loss 0.10735, target 0.09745; if volume recovers above 0.10520 then exit and wait. Position size no more than 5%, prioritize capital preservation when breaking down accelerates.
— For personal opinion only, not investment advice, wish you smooth trading. —
$BSB#美伊继续磋商霍尔木兹开放条件
#美伊继续磋商霍尔木兹开放条件 $BSB OpenAI与Anthropic调查数万起AI安全事件 indicates that AI risks are being priced in at an accelerated pace, and assets related to computing power like $CL are inevitably affected by sentiment in the short term. I believe it is currently in a weak consolidation phase with an unclear direction. The 24h trading volume is 4.071 million, funding rate is -0.0048%, with bears slightly in control; the price at 94.16 is almost flat, but the 4-hour distance from the high at -6.52% shows that pullback pressure has not dissipated, and the 1-hour distance from the low at 3.16% indicates support below. The top 10 order book shows 66,000 buy orders against 60,000 sell orders, a ratio of 1.11, with slightly stronger buying pressure. Open interest at 439,000 remains relatively high; if 93.12 is broken, it may trigger a chain of stop-loss reductions. In terms of operation, lightly test long positions on a pullback to 93.37, stop loss at 92.58, target 95.83; if volume breaks through 94.87, add to long positions, stop loss at 94.12, target 96.45. Position control should be within 20%, and decisively exit if stop loss is hit.
——This is only a personal opinion and does not constitute investment advice. Wish you smooth trading.——
$CL#This week faces key Nonfarm and PCE data
#OpenAI与Anthropic调查数万起AI安全事件 $CL $BTC Trump rejects Iran's proposal to open the Strait, directly triggering oil price surge and causing U.S. Treasury bonds to be sold off. The 10-year yield surged to 5.20%. The pressure from rising interest rates is hitting risk assets hard; this round of decline is not due to weakness within the crypto circle itself but because macro negative factors are starting to be realized. There are no signs of easing in the Middle East situation, which will continue to pressure the market.
$BTC
First support: 82930 (15-minute Bollinger Band lower band), a weak short-term support that can only bring a slight technical rebound and is unlikely to stop the decline and stabilize. If this level is broken with high volume, it is only a temporary buffer.
The real strong stop-loss range is 82000‑82200.
This is the bottom of the previous box range, where a large number of long positions are concentrated. Only by retesting this area and completing sufficient chip exchange can stabilization and re-bottoming conditions be met. Once 82000 is lost, the next support is near 79500.
$ETH
Weakening in tandem with BTC, now suppressed by the macro environment.
Short-term first support at 2420, a weak rebound point.
Core stop-loss range: 2340‑2360. This position accumulates a huge amount of clearing chips and is also a previous consolidation platform. When the price falls here, a large amount of leveraged chips are cleared, providing a chance to stabilize. If this range is broken, it will further test 2180.
The current environment combines geopolitical issues, U.S. Treasury bonds, and Friday's options expiration as triple negative factors, causing frequent market spikes. Contracts must avoid high leverage. #本周迎非农与PCE关键数据 #美伊继续磋商霍尔木兹开放条件 #ZEC hits a new high in this round, approaching $1700, igniting sentiment in the privacy sector. MMT, as a peer in the same track, follows the strength, but more funds flow to the leader. I believe its short-term catch-up momentum is limited, and the cost-performance of chasing at high levels is relatively low. Current price is 0.1799, up 6.0% in 24 hours, with a turnover of 2.743 million. The funding rate is only 0.0050%, indicating mild bullish sentiment without overheating; coin-margined positions total 10.169 million, showing mainly stock game. The top 10 order book buy-sell ratio is 0.96, with sellers slightly dominant. Hourly and four-hour trends are upward, but being 3.38% below the high indicates real selling pressure above. 0.1845 is the near-term resistance, requiring volume to break through. Strategy: place long orders at 0.1735 on pullback, stop loss at 0.1668, target 0.1895; if volume supports a stable break at 0.1845, lightly add longs with stop loss at 0.1772, target 0.1965. Single position size should be controlled within 20%, no adding at high levels.
— This is only a personal opinion and does not constitute investment advice. Wish you smooth trading. —
$MMT #BTC spot ETF weekly inflow hits a near one-year high
#ZEC hits a new high in this round, approaching $1700 $MMT Look at the liquidation data over the last 24 hours: short positions have taken most of the damage. $BTC short liquidations were more than twice the amount of long liquidations, while $SOL was even more aggressive, with short liquidations approaching 2.5× the long side. Classic short-squeeze behavior. $BTC keeps hovering around $84K, giving bears the impression that a breakdown is coming. But every time price dips, buyers step in and absorb the selling. Shorts enter → BTC dips → buyers defend → According to GMGN's 24h trading leaderboard data, the main Meme market trading volume in the past 24 hours was about $448 million. Solana took $289 million, accounting for 64.4%, still the absolute home ground; Robinhood Chain had $111 million, accounting for 24.7%, squeezing into second place; BNB Chain only had $26.96 million, accounting for 6%.
The most interesting in this ranking is Robinhood's position—a new chain launched just a few months ago, already surpassing the established BNB in Meme trading volume.
However, the total volume dropped 16.7% day-over-day, indicating that overall enthusiasm is waning, and funds are only shifting back and forth among top projects. $BTC spot ETF net inflows have stayed positive for 7 straight days, nearing $3B.
Many traders watch Bitcoin's daily moves with anxiety, but the bigger signal may be who is buying. US spot ETFs saw about $2.4B of inflows this week, taking the 7-day total close to $3B.
That suggests Bitcoin is moving from exchanges into funds, with institutions treating it as a long-term asset rather than a quick trade. Strong ETF demand can provide support, even as high Treasury yields limit how quickly capitalThis week brings key Nonfarm Payroll and PCE data, with macro volatility likely to transmit to high-beta assets like KAITO. I prefer to stay defensive before the data release. Currently at 0.3415, down 3.3% intraday, after a high of 0.3666 it retreated, with bullish momentum clearly weakening.
Trading volume is 21.415 million, open interest 12.172 million, funding rate only 0.0050%, sentiment is cold. Hourly chart is 5.01% above the low, 4-hour chart 22.04% above the low, mid-term structure remains intact. Order book buy/sell ratio is 0.78, selling pressure dominates, 0.3397 is the short-term critical support line; if broken, look to 0.3274.
Strategy: short at rebound to 0.3558, stop loss at 0.3682, target 0.3246; if it pulls back to 0.3274 without breaking, consider light long positions, stop loss 0.3189, target 0.3491. Single position size no more than 5%, halve before data release.
— This is only a personal opinion and does not constitute investment advice. Wishing you smooth trading. —
$KAITO#本周迎非农与PCE关键数据
#本周迎非农与PCE关键数据 $KAITO