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$0G surged 20% today. I checked the news and it seems like some ecosystem was launched today, allowing free token issuance and enabling free use of the latest AI models through staking and other operations. This move seems to have created a certain closed loop, but the key is how many users it can attract, so the uncertainty remains high. From a technical perspective, the golden pit that $0G previously fell into is almost filled now, having doubled from the bottom at 0.13 to the current price. Chasing more gains now isn't cost-effective, and there's also the risk of major holders cashing out at high levels. I’m planning to close my position at my 0.23 cost, let alone the fact that the major holders want to run after making so much profit.9.29
$ETH intraday long position closed
Entered long at 2664, closed at 2710, floating profit 9114 oil
Originally planned to wait for a rebound to enter short, but there was no one-sided trend in the volatile market
The market also did not meet my expectations
Battling back and forth at a strong support level, with no downward probing trend
So I let go of the original idea and adjusted direction
Don't stubbornly hold onto subjective ideas
#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 #BTC现货ETF周流入创近一年新高 Sony and #Startale jointly built the Ethereum L2 Soneium, collaborating with Korean entertainment company #DayOneDream to tokenize K-pop intellectual property and its corresponding revenue on-chain.
DayOneDream's artists include BTOB, Lee Chae Yeon, MeMi, and 2F, with business covering concerts and music publishing.
The collaboration connects its tokenization platform WAVIST to Soneium, providing qualified users exposure to income from concerts, streaming, and music copyrights.
The joint announcement was made at a WAVIST event in Seoul.
The scale, revenue share ratio, and income recognition method have not yet been disclosed—the pricing challenge for copyright-related RWA has never been about on-chain, but about how to calculate cash flow.Active Trading Radar
$BTC price increase aligns with dominance of active buying: In three sets of 5-minute statistics, buyers account for 69.5%, sellers 30.5%, with active buy volume approximately 2.27 times that of active sell volume; the current 15-minute candle rose by 0.06%; active buy volume exceeds active sell volume by $7.30M. The price rise and buying dominance mutually confirm each other, indicating a currently strong performance.
$SNDK buying dominance has not yet been accompanied by a significant net price increase: In three sets of 5-minute statistics, buyers account for 64.9%, sellers 35.1%, with active buy volume about 1.85 times that of active sell volume; the current 15-minute candle rose by 0.046%; active buy volume exceeds active sell volume by $402,600.
$SOL buying dominance has not yet been accompanied by a significant net price increase: In three sets of 5-minute statistics, buyers account for 64.8%, sellers 35.2%, with active buy volume about 1.84 times that of active sell volume; the current 15-minute candle rose by 0.01%; active buy volume exceeds active sell volume by $2.48M.
SNDK and SOL: The buying bias signals mainly come from trade distribution; net price changes have not yet shown clear upward or downward trends. Brothers, this $ZEC move came fast. The coin has fallen from the $1,600+ zone toward $1,380, putting short-term traders on high alert. My short setup is now sitting in profit after previously being under pressure: 🔻 Short average: $1,442 📉 Current area: ~$1,381 💰 Floating PnL: around +13% ⚠️ Key liquidation zone: well above the current market The important question now isn’t simply “how far can ZEC fall?” It’s whether sellers can maintain control after such an aggressive move. I’m watching thETH 1-hour V-shaped rebound of 3%, standing above the Bollinger middle band, approaching upper band resistance
Current price 2,712.60 (+1.30%), intraday range 2,638–2,735.
After falling to 2,635.71 during the session on September 28, ETH made a smooth V-shaped rebound. The current price has stabilized above the Bollinger middle band at 2,684 and is approaching the upper band resistance at 2,717.
Bollinger Bands three-line readings:
Upper band (resistance) 2,717.34
Middle band (bull-bear boundary) 2,684.37
Lower band (support) 2,651.40
Key signals
Rebound structure established: low point 2,635 → current 2,712, rebound amplitude about 3%, bulls regain control.
But upper band resistance is imminent: whether 2,717 can be broken is the short-term directional watershed. If it stands firm above the upper band → look to previous high 2,735 → 2,800; if resisted and falls back → retest middle band 2,684 to confirm support.
Mid-term trend unchanged: 30-day +9.33%, 90-day +67.42%, long-term bullish arrangement intact.
Tonight's variable
20:30 US August PCE release. If data is cooler (inflation cooling), ETH is very likely to break through the 2,717 upper band and open upward space; if hotter, it may continue to oscillate and digest within the Bollinger Bands.
In short: 2,684 holds, whether 2,717 can be broken depends on tonight's data for direction Should have slept a bit longer, brothers!
Because when I got up, I found that $AKE actually didn’t drop, it held steady above 0.031, and even under yesterday’s conditions, it only dipped a little bit, and now it’s basically recovered to the baseline.
What’s even more ridiculous is that $CNPY and $USELESS during the same period are still falling; cnpy even dropped below 0.37, and useless is also almost back near 0.2, the level it was pumped to a couple of days ago. Except for $AKE$LINK is the only green spot in an otherwise red market today.
Chainlink is currently priced at $15.39, up 10.29% in 24 hours and 16.13% over 7 days, with a market cap of 11.5 billion. It's one of the few strong performers at the forefront today.
This surge isn't just a simple follow-the-trend move. Chainlink's CCIP cross-chain protocol and RWA oracle demand are genuinely increasing. Traditional institutions tokenizing assets can't bypass it. Also, on a day when the market is broadly pulling back, it managed to rally 10%, indicating independent buying pressure rather than a low-quality beta. Technically, the weekly chart has already surpassed all major moving averages, and volume has picked up.
However, LINK has risen quite a bit from its low, so the RSI is definitely not low. Today's bullish candle carries some risk-hedging capital flavor, as Bitcoin is struggling around 83,000 and chip stocks crashed 3% on September 28. With nowhere else to go, money is flowing into narratives like LINK. As the leading oracle provider, no one can shake LINK's position, but its valuation is no longer cheap.
CCIP revenue is weakly correlated with the token price, and holders can't directly benefit from protocol cash flow, which is the same issue ARB has. Moreover, the macro environment is tough: the Fed just raised rates, long-term yields are at 5.57%, oil prices have broken $100, and risk assets can be drained anytime. LINK can't withstand systemic pullbacks either.
14.5 is the intraday support; if it holds, expect a push to 16 and then to previous highs. If it breaks 13.5, reduce positions. LINK is truly a good asset, but even good assets require attention to entry price—don't rush in when sentiment is hottest. #财报观察员：美光财报临近，AI存储需求成焦点
$BTC $ETH $SOL
🎯 Core Transmission Path: AI Narrative Validation
Micron's earnings report is seen as a "thermometer" for AI hardware demand. What truly impacts the crypto community is not how many chips Micron sold, but the AI capital expenditure cycle signals it reveals.
· If earnings/guidance exceed expectations: it validates that AI demand is real and sustainable, potentially boosting the narrative sentiment of distributed computing/AI concept tokens like FET, RNDR.
· If below expectations or guidance is weak: the AI narrative suffers short-term setbacks, and these high Beta AI tokens may face greater selling pressure.
⚠️ Key Risk: Miner Ecosystem Squeeze
Micron emphasizes that high-end capacity (HBM) is locked in until 2030, meaning consumer-grade graphics card/memory capacity may be constrained long-term. The direct consequences for the crypto community are:
· High hardware upgrade costs and extended payback periods for small miners, accelerating their exit.
· Compliant large mining farms with existing graphics cards see their hardware become scarce assets, creating a peculiar situation of "asset-side premium, cost-side pain."
#财报观察员：美光财报临近，AI存储需求成焦点 #美债收益率创2007年来新高，黄金跌超3% The fate of the bulls: Brother Maji has raised the stakes again
Brother Maji increased his $ETH long position today to 36,000 tokens, nominally about $96.23 million, just a step away from the $100 million mark. Entry at 2670, liquidation at 2581, a floating loss of 170,000, which is just a drop in the bucket for him.
But $HYPE is not so calm: 226,000 long tokens, floating loss of $1.18 million, liquidation price at 73.05, hovering close to the current price, easily shaken by any breeze.
He is recognized in the circle as the leader of the bulls, with short positions almost extinct. He picks the right direction but always loses to position sizing. Just got liquidated, the market rebounds; chases again, then gets targeted and blown up. Like someone who always presses the wrong button a second before the elevator door closes.
Some say he is stubborn, others say he is reckless with money. But under the constant threat of being cut down, still daring to go long and believe in the bull market is itself a kind of faith.
The price of faith is repeated losses. Brother Maji’s situation is tough, but next time, he will probably bottom-fish again.
#本周迎非农与PCE关键数据
#美债收益率创2007年来新高，黄金跌超3%
#交易之声：你的经验值得被听到 $PUMP Teachers, this wave of PUMP rally hides a big trick!
There are a total of 347 whales, with 201 long-position whales averaging an opening price of 0.0043758, a profit ratio as high as 93.03%, and unrealized gains close to 5.93 million USDT. Short-position whales are almost all trapped, with a nominal long-short ratio of 682.84%. Long-position whales have extremely low holding costs and may dump profits at any time. This rebound looks lively but actually has a selling pressure bomb hanging overhead, so don't blindly chase the highs.
Attack level: 0.00542
Defense level: 0.00485$SOL Dear teachers, SOL is currently stuck in a high-level oscillation tug-of-war.
There are a total of 590 whale accounts, with 458 long-position whales averaging an opening price of 112.84, a profit ratio of 78.16%, and unrealized gains of 16.77 million USDT. Most short-position whales are in a loss state, with a nominal long-short ratio of 467.84%. The overall cost basis of long-position whales is relatively low, and there is a willingness to take profits at high levels. The resistance above should not be underestimated, so do not blindly expect a rise.
Offensive position: 122.3
Defensive position: 115.2$SOL
Today is September 29th. Looking back at my post from the 27th, I really feel quite emotional.
At that time, the first support was at 120-121, the second support at 115-116, and the resistance above was 125. Today's market action followed this script perfectly, didn't it? It failed to break through 125, fell below 120, and directly dropped to 116.32. It hit the second support precisely.
(I drew the support and resistance lines myself back then, brothers can check the history records, I never delete posts.)📉 Short-term crypto sentiment remains cautious as rising U.S. Treasury yields continue to pressure risk assets. $BTC and $ETH are still facing resistance, while traders await this week's PCE inflation and Nonfarm Payrolls data. Key levels to watch: ➤ $BTC: Reclaiming $82K could signal improving momentum ➤ $ETH: A move above $2.7K could strengthen the short-term structure For now, patience matters. I'll be watching the economic data and ETF flows closely for signs of a shift before consideringThe Clearing House, a U.S. bank payment operator, has chosen Quant as the software provider to build an inter-institutional network for tokenized bank deposits. The contract was signed on September 24, with a target launch in 2027.
Quant's role is as a middleware: connecting systems, orchestrating activities, managing transactions, and linking the network to the Clearing House's existing RTP and CHIPS. It will also offer "tokenized deposits as a service" to U.S. institutions without in-house capabilities.
The only thing not mentioned in the announcement is the use of QNT itself.
Tokenized deposits are liabilities of the issuing bank, operating in a closed loop among licensed institutions; a publicly tradable functional token on a public chain is actually unnecessary.
The market has already given an answer: on September 27, QNT surged intraday to $373, then dropped to $195.35 on the 28th before rebounding.Euro hits the year's low, $ETH rebounds 2.2%, I'm bullish
$ETH currently at 2705.35, up +2.2% in 24h, I'm directly bullish at this level. This morning, Spain's Energy Minister announced plans for the EU to impose windfall taxes on high energy prices; on the same front, the euro against the dollar has already dropped to the year's low, with fiat currency shuffling funds internally. After the event, $ETH only fell from 2715.79 to 2705.31, -0.39%, sentiment remains stable.
Daily RSI is 63.1, moderately strong but not overbought, bulls still have fuel; long-short account ratio is 2.3389, retail investors are heavily long, the market is currently in a high-level divergence pullback, and pullbacks are discounts.
Across the market, 51 up and 36 down, median gain 0.768%; fear and greed index at 73, greedy but not overheated. Additionally, Glamsterdam will upgrade on October 6th on the Sepolia testnet.
Resistance above: 2735 (24h high)
Support below: 2636 (4h SAR)
The script is clear: hold 2636 and target 2735; only if volume breaks above will the space open; if it breaks below 2636, the bullish script resets. The execution is simple: enter at current price, cut losses if it breaks 2636, hold if it doesn't and target 2735. Watching the market, follow me for the next signal.
$ETH $BTC🚨Attention! Just saw a message saying the Federal Reserve will "inject" $3.892 billion into the market tomorrow, and some are even shouting: Kevin Warsh has started printing money!
Is this a major positive for Bitcoin $BTC?
Don't rush yet, I went through this message for you.
First, the $3.892 billion figure is real!
But here’s the key point — this is not the Fed suddenly starting QE, nor is it emergency money printing to prevent a market crash.
This money corresponds to the New York Fed’s previously announced US short-term Treasury purchase plan, which is a normal asset reinvestment and reserve management operation, not a temporary market rescue.
So, "$3.892 billion is real," but the claim that "Warsh is urgently printing money to save the market" clearly exaggerates the situation.
However, for us Bitcoin $BTC traders, the real thing to watch is something else:
The Fed is raising rates while continuing to manage financial system liquidity through Treasury operations.
So don’t just focus on this $3.892 billion.
What truly affects $BTC is the dollar, Treasury yields, and whether banking system liquidity continues to improve.
If financial conditions start to noticeably ease later, that will be the real signal for Bitcoin bulls to pay attention to. #美债收益率创2007年来新高，黄金跌超3% [Old Leek Observation] #Bitget hacker fund transfer blocked and returned
Folks, the epic question arises again — when on-chain funds are confirmed stolen, should the crypto world intervene?
NEAR Intents revealed that SHIELD has intercepted over $50 million in attempted transfers linked to the Bitget hacker, with about $503,000 frozen.
On the other hand, THORChain rejected Bitget's request to block the hacker's address, with a simple reason: the protocol itself is permissionless and does not censor specific addresses.
The result is one side blocks, the other does not. More critically, the flagged wallet then used THORChain to swap about $6.3 million ETH into BTC.A fresh wallet reportedly moved around 10,850 $ETH off an exchange within roughly 6 hours, with an estimated average cost near $2,642. That puts the position around $28.7M in value, with unrealized gains of roughly $430K based on current prices. A move this large used to immediately trigger the “something big is coming” alarm for me. Now I’m looking at it differently. Large withdrawals don’t automatically mean an immediate pump. They can also reflect long-term custody, portfolio repositioning, oBitcoin Cash (BCH) is showing more resilience compared to Bitcoin (BTC), currently fluctuating narrowly between 2670-2700, with a 24-hour increase of about 0.61%. However, the order book data looks unfavorable — the sell wall is concentrated around 2669, approximately 2.4 times the buying strength, indicating substantial selling pressure on the short-term rebound; both the 15-minute and 4-hour moving averages have turned bearish, and the ADX is only 10-13, showing weak short-term momentum.
ETH's core conflict lies between 2700-2720. This resistance zone has been rejected multiple times; only a 4-hour close effectively above 2720 can restart a secondary rally, with upside targets at 2800-3000; if suppression continues, support at 2636 should be watched, with further downside toward 2600-2560. On the institutional front, Bitmine bought only 17,362 ETH this week, the lowest since August 17, showing a clear slowdown in buying pace and shaking market confidence in sustained institutional accumulation.
The 10-year US Treasury yield overnight returned above 5.2%, hitting the highest level since 2007, putting global risk assets under pressure. The Federal Reserve just raised rates by 25 basis points in September to 3.75%-4%, with the dot plot indicating one more hike this year; CME data shows a 68.1% probability of a rate hike in October. Brent crude oil rose close to $107 per barrel amid a stalemate in US-Iran relations, with inflationary pressures combined with geopolitical risks clearly suppressing risk appetite.$ZEC is really brutal today! It plunged nearly 10% to 1355, with $28.73 million liquidated in 12 hours, wiping out all high-leverage long positions
#ThisWeekWelcomesNonFarmAndPCEKeyData
#FocusOnInteractiveDiscussion
Brothers, ZEC is going all out today! It smashed down from a high of 1598 to a low of 1360, currently around $1400-1410, with a 24-hour drop of 9.5%-13% and trading volume exceeding $1.5 billion. The liquidation amount in the past 12 hours reached $28.73 million, ranking first across the entire network, far surpassing BTC and ETH. Any contract chasing the rally or holding high-leverage long positions has basically been completely liquidated.
This parabolic correction after a nearly 70% surge in 30 days is due to institutional profit-taking combined with leverage liquidations, triggering a chain reaction that wiped out those chasing the highs. Current support is seen at 1350-1360; if broken, it will continue to decline. Any rebound below 1500 is a bull trap. @OKX中文 @OKX星球 #Compound's governance dispute has escalated.
On-chain reconstruction by Bitquery shows: at 09:46 UTC on May 5, 344,780 COMP tokens were transferred into a DAO reserve wallet, and 58 minutes later, the governance snapshot fixed the voting rights. This wallet delegated votes to the foundation, which was the supporter of the proposal.
As a result, the supporter obtained 50.1% of the 3,757,805 delegated votes, and proposal 582 passed with zero opposing votes.
Forum representative ugurmersin accused on September 27 that this constituted an overreach of reserve authorization; the foundation responded on the 28th stating that the transfer aligned with the purpose of "governance continuity," COMP still belongs to the DAO, and was not used for its own operations.
The core of the dispute is not the destination of the funds, but "who has the authority to use the treasury to influence the treasury's own voting."Physical pain is real pain, while mental pain is an illusion. I am attached to the market moving according to my expectations. I placed a trade, but it didn’t move in the direction I wanted, so I lost money and started feeling bad. Frustrated, I traded frequently and heavily, trying to quickly recover my losses, unwilling to lose even a little more, holding onto the position until liquidation. The entire process was caused by myself. I imposed my ideas on the market, and all the pain was imagined. In reality, I am still well-fed, well-clothed, and healthy.
What if I didn’t cling to it? What if I didn’t expect the market to move according to my ideas? Would I then not suffer? I trade with detachment, buying when it’s a good point to buy, selling when it’s a good point to sell. Whether I make money or not, I am not attached. Wouldn’t that be better? I feel it definitely is, it must be this way.Today, an important signal appeared on-chain: on Hyperliquid (the largest on-chain derivatives exchange), the open interest of ETH contracts has surpassed BTC for the first time in history.
This data is crucial. Previously, BTC was always the absolute leader in crypto derivatives, with contract volumes far ahead of ETH. Now that ETH has overtaken, it indicates that capital in the on-chain derivatives market is increasingly favoring ETH—either betting on ETH catching up or opening shorts on ETH for hedging.
Combined with BlackRock ETF clients buying $15 million worth of ETH today, the probability of a bullish trend is higher. ETH has been underperforming BTC recently, and now with contract volume surpassing BTC, it may signal that ETH is about to catch up.
ETH catching up is a classic scenario in the mid-stage of a bull market. BTC rises first, and after that, capital notices ETH hasn't moved yet and rotates over. Once ETH catches up, its elasticity will be much greater than BTC's. Pay attention to the key level of 2828.
#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 #美债收益率创2007年来新高，黄金跌超3% $ETH $BTC $SOL Looking back at my recent trades, the frustrating part isn’t always getting the direction wrong. Sometimes the setup is right, but the execution ruins the opportunity. 🔵 $ETH Short Entry: $2,748 Exit: $2,681 Realized: +198U I closed because I wanted to protect the profit. Then ETH continued sliding toward $2,640. The direction was there, but I didn’t have the patience to let the trade breathe. 🟣 $UNI Long Entry: $5.92 Peak: $10.42 Current: around $8.30 I watched the position become heavily proI am your uncle! $BTC current price 83960.3
The one-hour chart is very clear: after surging to 84346, it couldn't rise further and started to oscillate downward. The news about South Korean lawmakers declaring crypto assets is just market gossip and does not change the fundamental game of the market.
Right now, we can't say a new big rally has started, nor can we conclude the rebound is completely over. The strong resistance at 85137.5 is solid; without a volume breakout at this level, bulls will find it hard to open new upward space. The support at 82660.3, marked by the Supertrend, is key—holding here means the market will continue to fluctuate within the range.
This rebound is a recovery after a big drop, not a large influx of new funds. Many people see a few bullish candles and go all in, betting on breaking the previous high directly, which is overly optimistic. Current volume has not continuously increased, so the strength of bulls afterward is questionable.
At this stage, don't bet on a one-sided move; if it can't push up, it will likely fall back. Only if it breaks support downward will the correction restart. Don't be misled by a few short-term candles; in a range-bound market, blindly betting on one-sided rises or falls is easy to lose.
This is only market observation and does not constitute investment advice
$BTC
#SouthKoreanLawmakersCryptoAssetDeclarationEvent
#BTCOneHourRangeOscillationObservation From the four-hour level perspective on Ethereum, the price surged in the afternoon, breaking through the middle Bollinger Band resistance. The Bollinger Bands have shifted from converging to gradually opening upwards. Currently, 2684-2688 is the most critical lifeline for this rebound wave. As long as the four-hour closing price stays above this line, the mid-term rebound structure will remain intact. On the one-hour short-term chart, after testing around 2734, the price formed a long upper shadow and quickly pulled back, releasing concentrated selling pressure above. The KDJ indicator has entered a high overbought zone, indicating a short-term need for indicator correction; however, the MACD bullish volume continues, and bullish momentum remains. As long as the price holds the support zone and oscillates sideways, allowing time to digest the overbought condition, there is a chance to challenge the previous high again.
Reference: Long at 2708, target 2758, stop loss 30 points $ETH The 10-year US Treasury yield is still hovering around 5.23%, which is a high range not seen since 2007.
On the surface, it seems like a bond market issue, but it actually affects the pricing logic of crypto:
Long-term interest rates are the discount rate for global risk assets. As long as they don't go down, high-volatility assets will always carry a valuation ceiling.
What's more troublesome is the driving force—energy inflation hasn't subsided, and the scale of US debt issuance remains, so buyers naturally demand higher compensation to accept long-term government bonds.
This is not a short-term sentiment but a structural supply pressure.
So don't take rate cuts as a given. As long as long-term rates stay above 5%, every rally in Bitcoin will be more difficult.$ZEC Grayscale has submitted a ZCSH high-yield ETF application to the U.S. Securities and Exchange Commission (SEC). This ETF intends to generate income by selling call options on the Zcash ETP.📉 ZEC dropped 9% in one day, and these three coins buried the bulls today
$ZEC near 1388, down 9.28%, the worst performer today. It never reached 1600 and was pushed back to its original state, directly falling below the breakout platform. This pattern is a typical false breakout — the selling pressure above is heavier than expected, and short-term bulls chasing highs are all trapped above 1550. Now back to 1388, 1350 is the next support; if it breaks, it will go to 1300. Don’t rush to bottom-fish; after a false breakout, there is often another wave of sell-off.
$SOL near 118.35, broke below 120. A few days ago, it was said that holding above 120 would target 128, but 120 was lost again with low volume pullback turning into a real breakdown. On-chain NFT and DeFi inflows, ETF inflows remain unchanged logically, but technically it weakened; 120 turned from support into resistance. If 118 holds, it can fight for 120 again; breaking 115 means weakness. Don’t stubbornly hold at times like this; wait for it to choose a direction.
$TRUMP near 1.975, broke below 2. It struggled around 2.1 for several days but couldn’t break through; once sentiment retreated, it broke the psychological level. Policy coins rely on policies; with no new progress on overseas stablecoin plans, funds started to withdraw. 2 is a psychological barrier; now that it’s broken, the next target is 1.9. Small positions testing the waters should not add more; wait for real policy developments.
#BTC现货ETF周流入创近一年新高 Three coins, three stories: ZEC false breakout buried bulls, SOL breakdown turning weak, TRUMP sentiment retreating. Those entering today should control their positions first.【Old Leek Observation】
$QNT
QNT has surged from around $61 to $373 in this round, and now a signal worth noting has appeared.
An old wallet from around 2019 transferred 9,000 QNT to Coinbase and Kraken today, valued at about $2M.
The cost basis of this wallet back then was only $22.57/QNT.
Based on this transfer price, the unrealized gain is about 884%.
QNT dropped about 19% in a single day yesterday and is still highly volatile today.
The Clearing House just selected Quant to provide infrastructure for the US On-Chain Money Initiative, so fundamental catalysts remain. However, old chips are starting to cash out at high levels. Pay attention to the risk.
Entry: $215–225
Take profit: $240 / $260 / $285 / $315 / $350
Stop loss: $198What’s worth noting about SanDisk (SNDK) this time is the pullback after the triangle breakout.
After the previous breakout surge, the price has now returned to the original breakout zone. I’m temporarily leaning bullish but there has been a clear recent decline, so the pullback can’t yet be confirmed as successful.
Next, the key focus is whether the original resistance can turn into support: if it holds and strengthens again, the logic for continued upward movement becomes clearer; if it falls back inside the triangle and the rebound fails to recover, the original breakout logic needs to be reassessed.
Currently, it’s more suitable to wait for structural confirmation; just touching support is not enough. #USStocks
#闪迪正式纳入标普100指数 $SNDK Previously mentioned watching if ZEC could hold at 1590, and the market gave the answer the next day — it smashed down from 1700 all the way to 1385, dropping fast and hard.
Earlier, ZEC had been moving along an ascending channel, and now it just hit the lower boundary. Next, it depends on how this boundary behaves:
If the lower boundary holds decently, or even fakes a breakdown before pulling back into the channel, there could still be opportunities to go long following the trend.
Conversely, if it breaks the channel decisively and the rebound can't recover it, then stay alert — breaking the channel means this upward structure might need to be rewritten.
Support is at 1355, resistance at 1525; first, let's see which direction it chooses. If it’s a fake breakdown, I might reverse positions; if it truly breaks, then accept it. No guessing, no holding, no fighting the market. Just observe first. $ZEC #ThisWeekFacesNonFarmAndPCEKeyData #财报观察员：美光财报临近，AI存储需求成焦点 #美债收益率创2007年来新高，黄金跌超3% DOGE current price is 0.09537, I'm watching OKX, and this number makes me feel a bit amused and frustrated.
A few days ago, when it surged to 0.104, my long position had a decent floating profit, but now it has dropped back to 0.095, which basically means the profit is gone. It was like riding a roller coaster, only to find myself back where I started.
I glanced at the $DOGE order book; buying and selling around 0.095 are quite calm, and the volume has shrunk a lot compared to that surge, indicating that the bulls have fled, leaving only some pretending to be inactive and some bottom-fishers. The support below is at 0.092-0.093; if it breaks, I’ll seriously consider reducing my position. The resistance above is at 0.098-0.10; if it can’t break through, it’s weak. The current price is stuck in the middle, which is the most uncomfortable position—selling risks a rebound, holding risks further decline.
My plan hasn’t changed: I won’t cut my long position, but I won’t add either. If it falls to around 0.092 with shrinking volume and stops falling, I might add a bit to lower the average price; if it directly surges to 0.098 without volume, I’ll first take half profits. Giving back floating profits is better than losing principal, and I’m content with that.You've hit the core — this update is the key step for *Aave to transform from a “protocol for old Degens” into a “banking app for retail users.”*
*Official announcement confirmed:*
*The Aave App now supports direct deposits on the Ethereum mainnet without cross-chain transfers*, directly from Stani. Early users can experience it with the *Ghost Pass invitation code ETHEREUM*, and *USDC/USDT mainnet deposits are now live in the App.*
All three points you mentioned are correct, and the market has already voted with money:
*1. Lowering the threshold = driving mainnet existing funds, TVL genuinely rising*
Previously, the App only supported Arbitrum and other L2s; mainnet ETH required manual cross-chain transfers plus gas fees, which discouraged retail users. Now, *one-click deposits from the mainnet improve capital flow efficiency and strengthen lending pool depth.*
Result: *Aave V4 deposits surpassed $900 million on September 9, a 30% month-over-month increase*, V3 still holds $19.4 billion, but V4 migration speed has doubled. *Protocol annualized revenue is $402 million, daily buyback of 292 AAVE ≈ $107 million annual buyback*, TVL up → revenue up → buybacks up, this is the fundamental positive you mentioned.
*2. Product strategy implementation = no longer serving only on-chain players*
The Aave App is positioned as *“DeFi yields, directly withdrawn to bank cards”*, *linking bank accounts, fiat automatically converts 1:1 to stablecoins without manual cross-chain swaps.* This step opens up the mainnet,After the Solana spot ETF launched in the US stock market, it has accumulated about 4.37 million SOL, with a market value close to $450 million, showing net inflows for 11 consecutive weeks since July 13.
The key point of this data is not the absolute scale—$450 million is not a large amount in crypto—but the word "consecutive":
Institutional buying week after week indicates that the driver is allocation logic rather than trading sentiment.
The characteristic of passive funds is slow, but once the direction is set, it rarely reverses, effectively providing a support layer under the price.
The next focus is very clear:
As the spot ETF gradually absorbs the circulating supply, the amplifier of volatility is handed back to the market itself. $AAVE just erupted off the 144.07 low. Up 12.34% today at 167.91, tagging a 168.18 high on a massive volume surge after days of grinding lower. It's also up 101.79% over 90 days. Does this vertical move hold, or is a cooldown coming after such a sharp reversal?
#MicronEarningsAhead Just glanced at the liquidation records, 14 recent losing trades, ZEC accounts for almost half. One after another: last Sunday long from 1657 to 1533 got liquidated, this morning long from 1533 got cut at 1496, all longs, all losses. The most ridiculous was one held from Wednesday until today, lost over 300U, margin return rate -512%, losing more than five times the margin posted.
Honestly, now seeing its chart gives me a bit of PTSD. Clearly saw it pull back from 1355, at 12:40 PM today, price at 1379, my hands got itchy again, went long 50x. Reached a high of 1414, but now dropped back to 1408 and is fluctuating. Support at 1355, resistance at 1525, not too far nor too close to my cost.
It's painful. Knowing this thing is a trap for reckless hands, yet I can't help but rush in. This time I really have to set a stop loss, holding on any longer will be the next -512%. $ZEC#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 #美债收益率创2007年来新高，黄金跌超3% Decentralized Computing Power Layer - TAO: Leading decentralized AI, the most complete narrative, computing power market + subnet ecosystem, previously discussed, strong long-term logic. - RNDR: Established GPU rendering computing power project, Apple cooperation expectations have always been present, good elasticity when computing power demand rises. - AKT: Decentralized cloud infrastructure, computing power leasing direction, relatively small market cap, high volatility but strong explosive potential. AI Agent Layer - VIRTUAL: AI Agent platform, virtual characters + on-chain interaction, high narrative heat this round, active community. - FET (ASI Alliance): Established AI projects merged into ASI Alliance, AI agents + IoT data, high institutional recognition, good liquidity. Data/Verification Layer - GRT: On-chain data indexing protocol, AI must call on-chain data and cannot bypass it, considered infrastructure-type target. - AR: Permanent storage, storage layer for AI training data, narrative leans long-term, but worth attention when positioned low. Meme/Sentiment Layer - GOAT: Representative of AI + Meme, purely sentiment-driven, extremely volatile, suitable for short-term speculation, not for heavy positions. #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 #美债收益率创2007年来新高，黄金跌超3% $BTC $ETH $ZEC ⚡️ $ETH
Inserted at 2734.58, with an error margin of 1.42 points. For flexible positions that don't get stuck at key points, the initial short position was entered. Close half the position for short-term, the remainder can be held with break-even protection. The position can be reused repeatedly.ONE Short Post
😤 $ONE is testing my patience!
3 days of buying, 0 wins. 😂
Price slipped from 0.00285 → 0.00231, and I’m still watching for a bounce.
📍 Key levels:
Support: 0.00220–0.00225
Reclaim: 0.00245+
Breakout needs strong volume.
BTC and ETH remain the safer market gauges, while upcoming NFP + PCE data could bring extra volatility.
⚠️ No blind averaging. If support fails, protect capital first.
Patience > revenge trading. 🧠
$ONE $BTC $ETH
#NFP #PCE #Crypto #ONE Alright, let's see how things look on $ZEC #ZECUSDT.P 5m 🧐
- My bias on the 5-minute chart is bearish as long as the structure stays below 1434 — this is a counter-trend pullback within a bullish daily/weekly, so before entering, I want to see a clean rejection or a shift on a lower timeframe, especially with BTC also bearish and sellers dominating active buy order flow
- I expect a sweep of the 1402.82 swing low first, then if that liquidity is taken out, a push towards 1394–1357
- Entry zone: the supply area between 1425–1434 after liquidity grabs the last high or after a bearish engulfing/pin bar appears in that range — wait for that confirmation before entry
- Take profit sequence: 1402, then 1394, then 1357
- Set protection beyond the structure flip; a close above 1434 will flip my bias to bullish
Not investment advice, for educational reporting only
📊 Funding flow: Open interest $644.5M (-5.4% 24h) · Funding rate +0.0100% · Active buy orders 0.75×*Bitcoin Latest News September 30 Evening｜$BTC $84,132*
*1. Price*
$BTC *$84,132*, fluctuated today between $83,174-$85,050, still above the May high of $81K, but held down at $83,800 (MA100 + descending trendline) on the 1-hour chart, with low volume = neither bulls nor bears dare to make big moves
Key levels: *Above $84,346 to squeeze shorts targeting $90K, below $83,500 to target $80,006 → $74K gap*
*2. Liquidations*
24H *$187 million / 81,000 liquidations*, longs $89.9 million vs shorts $97.1 million, balanced double liquidation, indicating 25x leverage on both sides was flushed out, toughest for bulls like "Maji"
*3. Real Money Inflows*
- *BTC spot ETF weekly inflow $2.4 billion, a near one-year high*, full year net positive +$800 million, scale $160 billion
- SOL ETF $188 million breaks record
- Strategy bought another 1,665 $BTC @ $85,681, total holdings 847,000 coins
*4. This Week's Major Events*
#PCEAndPayrollsWeek Friday *Nonfarm + Core PCE* will determine Fed rate cuts, tonight Micron earnings to watch AI storage demand, US Treasury yields at 2007 highs suppress risk #英伟达追加1500亿美元股票回购
NVIDIA is adding another $150 billion to its stock buyback! The strongest AI company starts using cash flow to support its stock price?
NVIDIA announced an additional $150 billion stock buyback authorization, increasing the remaining buyback authorization to $235 billion, planned to be executed through fiscal year 2028. This is the largest buyback authorization increase in the company's history.
What’s truly worth watching here is not just the buyback scale, but how strong NVIDIA’s cash generation ability is now: on one hand, it continues to invest heavily in AI computing power, while on the other hand, it is using huge amounts of cash to repurchase shares.
Buyback → fewer shares outstanding → EPS support → enhanced shareholder returns, while also signaling management’s confidence in future cash flow and AI demand.
But it’s important to note that the $150 billion is an "authorization amount," not money that will be spent all at once today. The real impact on the stock price depends on the actual buyback pace in the future.
For the market, this effectively adds a layer of financial support to the AI growth theme. The key points to watch next are NVIDIA’s actual buyback speed and whether AI chip demand can continue to materialize.
If AI revenue keeps growing, buybacks will further amplify earnings per share; if AI capital expenditures start to cool down, even large buybacks will struggle to replace earnings growth.
$NVDA Just glanced at the liquidation records, 14 recent losing trades, ZEC accounts for almost half. One after another: last Sunday long from 1657 to 1533 got liquidated, this morning long from 1533 got cut at 1496, all longs, all losses. The most ridiculous was one held from Wednesday until today, lost over 300U, margin return rate -512%, losing more than five times the margin posted.
Honestly, now seeing its chart gives me a bit of PTSD. Clearly saw it pull back from 1355, at 12:40 PM today, price at 1379, my hands got itchy again, went long 50x. Reached a high of 1414, but now dropped back to 1408 and is fluctuating. Support at 1355, resistance at 1525, not too far nor too close to my cost.
It's painful. Knowing this thing is a trap for reckless hands, yet I can't help but rush in. This time I really have to set a stop loss, holding on any longer will be the next -512%. $ZEC#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 #美债收益率创2007年来新高，黄金跌超3% In a volatile market, three types of trading personalities
The same market, three ways to live.
$UB took the "best" in 24 hours, yet is down -3.26% — indicating strength only means falling less. Momentum traders will see relative strength but must understand: "best" does not mean rising, chasing highs may lead to losses.
$ZEC has the lowest volatility, still at 11.32%. Stability traders value drawdown control and holding experience, but when the overall market volatility is high, so-called stability is just "less volatile," not risk-free.
$SLX has the highest volatility, 11.53%. Risk traders see intraday space, but also faster stop losses and heavier position pressure. High volatility suits disciplined people, not those relying on intuition.
If I had to choose, I would first choose the cycle: intraday trading leans toward volatility, trend following leans toward momentum, asset preservation leans toward stability. What you really should choose is not a specific coin, but a trading system that lets you survive to the next market cycle.
⚠️ Not financial advice — please manage risk and do your own research.
#本周迎非农与PCE关键数据
#美债收益率创2007年来新高，黄金跌超3% QCOM closed around 187.48, down about 7.2% in a single day: Apple just finished rebounding after renewing, Samsung's 2nm talks stalled again, I won't chase this one.
Here's what I saw: Monday opened around 199, dipped to about 186.7, closed around 187.48; volume about 16.66 million, wiping out the rebound from last Friday's Apple patent renewal in one go.
Catalyst is real — stuck on pricing and yield issues with Samsung's 2nm foundry, news says negotiations might drag until 2027, the announced 2nm still goes with TSMC; on the same day ARM dropped about 8.7%, AVGO also under pressure.
Macro doesn't help either: US Treasury yields pushing higher, chip stocks all getting valuation cuts, not just this single stock issuing guidance.
Simply put: more like "good news priced in + foundry uncertainty returning" combined with rate-driven sell-off, not a revenue collapse; a sharp drop zone that’s easy to get hit twice.
My take: Nonfarm payrolls and PCE data haven't landed yet, semiconductor sentiment is fragile again, so I'll just keep a watch position for now, not betting on a one-day rebound, nor treating Apple's renewal as a bottom-fishing license.
I won't chase this one yet; invalidation if volume-driven break below about 186.5, or talk timing again if it reclaims about 200.
Do you think it will first consolidate between 185–195 to digest the data week, or break 186 and wait for PCE before deciding? #ThisWeekKeyDataNonfarmAndPCE #USTreasuryYieldsHitNewHighSince2007 GoldDownOver3% $QCOM $AVGO $ARMCrude oil prices are still experiencing intense fluctuations, and the US-Iran negotiations continue to be repeatedly pulled back and forth. Gold has rarely dropped 4% in a single day, but $BTC remains strong!!! Every time there is a downward spike, there is a large amount of buying support. Why!!??
Reasons:
1. Strategy purchased 1,665 BTC at an average price of $85,681, spending $142.7 million, bringing the total holdings to 847,666 BTC; Strive purchased 1,107 BTC at an average price of $85,396, spending $94.5 million, increasing holdings to 27,462 BTC.
2. The US spot Bitcoin ETF recorded a net inflow of $31.07 million on September 28, continuing a trend of eight consecutive days of net inflows.
3. Bitcoin ETFs attracted $2.39 billion in inflows last week, the largest weekly inflow since October 2025.
4. Tether partnered with Shiga Digital to launch self-custody financial products supporting USDT, Bitcoin, and XAUT, covering Africa and the GCC region, built on Tether's open-source wallet development toolkit.
5. Polymarket launched a 15-minute Bitcoin price rise and fall market on its US app.
#BTC现货ETF周流入创近一年新高
#美债收益率创2007年来新高，黄金跌超3% #美伊继续谈判，核问题与制裁成新焦点 You hit the nail on the head — *whether it's 515 million or 700 million, the standard is “used at least once in the past six months.”*
The official CNNIC footnote clearly states: *The penetration rate refers to the proportion of the entire population in our country who have used generative AI products or services in the past six months,* which is exactly what you mean by “people who have used it once.”
So let's break down the three layers of what you said:
*1. How the 700 million figure came about*
Last June, the official number was *515 million, with a penetration rate of 36.5%, an increase of 266 million in half a year.* If it reaches 700 million this year, the penetration rate just passes 50%, logically continuing the same statistics — the survey counts anyone who clicked on Doubao or DeepSeek once, not monthly active users, let alone paying users. *Among the 72.2% usage rate of Doubao and 62% of DeepSeek, 80.9% of the use cases are just “answering questions.”*
*2. Why the 250.1 billion investment and financing is 1.8 times last year’s*
The money hasn’t followed the “user count” at all. You’re right: *the money is being poured into computing power.*
Micron’s earnings report before AI storage demand, AMD’s 8.2 billion acquisition of an AI company, Anthropic’s IPO with high growth and high losses — all the same thing: *user numbers are free traffic; what’s paid for is electricity and HBM.* Long-term holders are watching who’s paying the electricity bill, and your sentence captures the essence.
*3. Why it can’t support the position*
$ZEC’s privacy track and AI computing power are opposites:
- *700 million people ≠ 700 million payers*:$BTC just confirmed its highest weekly close since January.
Bitcoin also held above the crucial $82,000 breakout level.
The weekly structure is getting stronger!