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$ATOM surged onto CoinGecko's hot search, only up 2.1% in 24h: I'm bullish
$ATOM is currently at 1.751, +2.1% in 24h, already trending on CoinGecko hot search, volume ratio just 1.068 — at this level, I'm directly bullish, only trading with stop-loss.
The market structure is intact, MA7 is above MA30 in a bullish alignment, RSI 53.2 neutral, closing near the Bollinger middle band, bandwidth 25.8%.
Leverage is not overheated, funding rate 0.0001 neutral, open interest down -7.79% compared to the September 26 record — hot search brought in hype, leverage did not enter, this rise is not fake.
The overall market is not dragging down, Fear & Greed index 74, BTC 83380 close to ma7 83881, market phase is high-level divergence pullback, no retreat yet.
Resistance above: 1.765 (15m SAR has flipped above price), then 1.768, 1.781.
Support below: 1.69 (4h SAR), if broken look at 1.747.
Hot search brings attention, position brings money. If pullback does not break 1.69, I'm bullish on ATOM without hesitation: enter at current price 1.751, cut loss if below 1.69, first target 1.765, break through to 1.781.
Watching the market, follow me, waiting for the next signal.
$ATOM $BTCBehind the "optimized" PCE data, where is Bitcoin headed?
In August, oil prices soared, yet PCE inflation was 0.3% lower than expected—once the algorithm changed, the data immediately "complied." Trump's move here can be seen as self-deception. On the surface, it's positive news, but in reality, it has eroded market trust.
Looking at Bitcoin, the daily MACD shows a high-level death cross again; the last time was September 1, followed by a 9% correction over 12 days, dropping from 82282 straight down to 74909. Now, volume, MACD, and RSI indicators are all diverging simultaneously, and the weakening buying pressure is visible to the naked eye.
It's not that you can't buy, but you should wait for a better entry point. The strategy is clear:
· 81000-82000: initially buy some to avoid missing out, stop loss if it breaks down
· Every 2000-point drop: add positions in batches until 75000
· After reaching 80% position: hold long-term to stabilize mindset
Bull markets often have sharp drops; corrections are opportunities, but timing is more important than direction. Don't get dazzled by the "optimized" data; save your bullets and wait for the market to give its own answer.
$BTC $ETH $ZEC $XAG US interest rate expectations suppress, rebound is a shorting opportunity.
$XAG
Recently, US inflation data has shown strong resilience, the market has lowered the Fed's rate cut expectations, and US Treasury yields remain high. Silver, as a non-interest-bearing asset, has increased holding costs in a high interest rate environment. COMEX funds continue to reduce long silver positions, and institutional funds are gradually withdrawing.
Looking at the order book and daily K-line, MA5, MA10, and MA20 are all trending downward, with clear bearish moving average pressure. The highs continue to decline, and the previous low was hit at 60.04. The current price has slightly rebounded to 60.70, with a large number of sell orders stacked above in the order book. The rebound lacks incremental buying, and is merely a short-term correction after the decline.
Choose to short XAGUSDT on rebounds. Core logic: delayed US rate cut expectations suppress precious metal valuations, combined with a bearish technical trend. (The old pattern: small rebounds in a downtrend are mostly bull traps, and after resistance, prices will decline again.)
Once US Treasury yields rise again, silver will continue to be under pressure. As long as the price cannot stand above the MA20 moving average, this rebound is just a downtrend continuation, and the previous low of 60.04 will be retested. There is heavy selling pressure above the order book, rebound space is limited, and the risk-reward ratio for shorting is more favorable. Just sold ETH and immediately started hoarding UNI? What big move are these whales hiding! Damn, I've been closely watching this on-chain fund operation recently.
According to on-chain tracking, a certain institution liquidated 172,500 ETH in early September, making a profit of $124 million. Then, its suspected related addresses gradually withdrew 3.125 million UNI from exchanges between September 15 and 22, worth $24.21 million, at an average cost of $7.7 each.
What's even more intriguing is that this batch of UNI was consolidated from multiple wallets into two new addresses just an hour ago.
If the association is eventually confirmed, this operation is quite interesting. They made a big profit on ETH and then shifted focus to UNI, showing clear signs of capital rotation.
But I’m not rushing in right now. Wallet consolidation could be for custody adjustment or preparation for future trades; just calling a surge based on transfers alone is a bit far-fetched.
Next, I’ll be watching the price performance around $7.7 and whether these two new wallets continue to accumulate or transfer to exchanges.
If UNI breaks recent resistance with volume, I’ll consider looking for opportunities accordingly; if it falls below key support, even if whales still hold, I won’t stubbornly hold on.
Honestly, tracking smart money is interesting, but don’t treat whales as your stop-loss.
They’ve made $124 million and have the capital to wait it out. If we rush in with high leverage, a slight market shake could wipe us out before we even see the next candle.
For now, UNI is on my watchlist.First, the speed of this rally itself is worth being wary of. $BTC It briefly surged to around $87,400 earlier, then quickly fell back to the $82,000–83,000 range. A sharp rise in a short period followed by a sharp pullback feels more like a rapid cooling driven by leverage and sentiment, rather than a healthy trend correction. On the chain side, net outflows from BTC exchanges remain high, ETF funds continue to flow in, and long-term holders show no obvious signs of reducing positions. The tight spot supply is indeed a fact. But the problem is—supply contraction does not necessarily mean prices will rise immediately. The second pressure comes from macro, especially US Treasury yields. Recently, the US 10-year yield once approached 5.2%, and the 30-year yield remains high. For capital, when risk-free assets can offer returns of around 5% or even higher, crypto assets face higher opportunity costs. After PCE data came in below market expectations, the market briefly re-traded easing expectations, $BTC briefly climbed back above $85,000, but then pulled back again. So now, my focus is not on "whether inflation has cooled down," but rather: after inflation falls, when will the Fed's high interest rate environment truly change? As long as interest rates and long-term Treasury yields remain high, risk assets will find it hard to remain completely free of pressure. 📌 BTC Key Position Currently, I see $82,000 as an important lifeline for this round of the market. If $82K can hold, the market may continue to fluctuate and digest,Just sold 170,000 ETH, now eyeing UNI? These big funds really know how to pick their timing!
An institution was exposed for liquidating 172,500 ETH in early September, making a profit of $124 million. Not long after, related addresses gradually withdrew 3.125 million UNI from exchanges, worth about $24.21 million, with an average cost of $7.7.
Made money on ETH, then turned to buy UNI? Damn, this move is definitely worth watching.
What's even more interesting is that this batch of UNI was recently consolidated from multiple addresses into two new wallets. After all this maneuvering by the big funds, whether they plan to hold long-term or have other plans ahead, no one can say for sure yet. I also specifically checked the movements of other whales in September. On-chain research statistics show that in the 30 days before September 22, whale addresses overall showed a net withdrawal of UNI, involving a significant amount. It seems the whales targeting UNI are more than just this one.
However, withdrawals and wallet consolidations cannot directly prove buying, nor guarantee a subsequent price pump. The actual buying cost and final intent of this fund still need further verification.
My trading idea is to first watch the suspected cost zone around 7.7, then observe if large amounts of UNI are transferred back to exchanges later. If UNI can hold the cost zone on a pullback and volume starts to increase, I will consider looking for an opportunity.
What I fear most now is retail investors seeing the word "whale" and rushing in impulsively. The institution made $124 million, they have patience, so let's not be the ones buying at the top for them.Cambodia C2C Trading Security Guide: How to Legally Conduct Crypto Transactions Under Bans? In Cambodia, direct cryptocurrency transactions through banking systems are explicitly prohibited. Currently, the National Bank of Cambodia does not authorize any bank or financial institution to provide crypto asset-related services, and bank accounts cannot be used for cryptocurrency trading. However, this does not mean there is no compliance path; the key lies in distinguishing between prohibited and permitted practices. 1. Cambodia's Regulatory Red Line and Legal Path Absolute Red Line: First, transactions through banking systems are strictly prohibited. Banks and financial institutions are not allowed to handle cryptocurrency transactions, and your bank account cannot be used for crypto asset trading. Second, operating without a license is illegal. Without permission from the authorities, any individual or legal entity engaging in cryptocurrency trading will be subject to legal penalties. Legal path, license required: According to the new regulations at the end of 2024, commercial banks and payment institutions, after approval by the National Bank of Cambodia, can provide services involving Class I crypto assets, such as asset-backed stablecoins, including exchange, transfers, and custody. Non-bank entities must obtain permission from Cambodia's securities regulatory authority. Approved entities will be designated as reporting entities and must fulfill anti-money laundering obligations. This means that legal crypto transactions in Cambodia must be conducted through institutions licensed by the national bank or securities regulator, not through C2C transactions between individuals. 2. Core Risks of C2C Transactions: Receiving Blacklisted U In Cambodia's regulatory environment, the biggest risk for individual C2C transactions is unintentional exposure to fraud$2Z has only 1 day left until the unlock on October 2nd, and I continue to see weakness before the unlock. The amount released this time is close to half of the current circulating supply, far exceeding the 10% threshold in backtesting, and the pressure from such events is concentrated in the week before the unlock, not just on the unlock day. The market has already started to realize this: long positions worth $70,000 have been cleared, while short positions have barely been touched, indicating that the decline is due to long positions being liquidated, not shorts being forced to cover. The structure of higher highs on the chart was formed in previous weeks and is relatively lagging, unable to withstand the supply pressure from nearly half of the circulating volume; the RSI at 34 is in the weak zone, indicating thinning support. Both volume and open interest are thin, so a small amount of selling pressure can push the price further down. Conditions for a bullish reversal: reclaiming and holding above the intraday high of 0.0649 before the unlock, indicating that supply has been digested in advance. After the unlock, there is no stable direction in backtesting, so we will reassess then.When that sudden sharp drop hit just now, everyone played dead one by one, waiting for the weak rebound to fizzle out and the price to retest the low point. Instead, they got hyped up like on adrenaline, shouting "big crash" in the chat and crazily chasing shorts at market price.
BTC and ETH 15-minute RSI are almost scraping the bottom, mainstream coins are all oversold into the teens, and right above strong support levels, they're blindly smashing down hard. Do you really have endless joy beans in your accounts? Must you wait for a pump like a water pump candle to slap you in the face before you remember to check the risk-reward ratio?
Come on, brothers who just cut losses and reversed to short around 83300, raise your hands, let me see how many opposing positions were fed in the comments today.
$BTC $ETH $ZEC This ID's view: continue holding the current position
The core target of this round of privacy coins, currently in a pullback phase, with a slight loss; a break below will trigger a stop loss, currently still in a slight consolidation.
Key observation: whether it breaks out of the 30-minute consolidation range It is not the developer suddenly dumping — HyperLabs-related addresses have just applied to redeem about $338 million worth of HYPE.
According to Odaily/PANews (Yujin Monitoring) on 10/1: About 8 hours ago, Hyperliquid's development team HyperLabs-related addresses applied to redeem about 3.75 million HYPE from staking, valued at approximately $338 million, expected to arrive on the evening of 10/7; based on their monthly unstaking record, the tokens are usually transferred to the institutional market maker Flowdesk after arrival. Compared to today's Multicoin → Coinbase Prime routine unstaking of about $8.34 million by a different entity developer. NEW: Applying for redemption ≠ immediate spot dumping, historical transfers to Flowdesk ≠ necessarily the same path this time, monitoring association ≠ confirmed entity. At the time of writing, OKX HYPE is about 88.71. Not investment advice. $ZRO broke below the previous low but volume did not follow
The close has already fallen below the previous low, so the short-term outlook can first be considered as a continuation downward. The high and low points in the past few hours were 1.7485 / 1.6618 USDT, and the just-closed 5-minute candle was at 1.6617 USDT. However, the recent 15-minute trading volume has not significantly increased, indicating that this breakdown is not yet supported by volume, so the momentum is not strong.
Next, watch the closing position. If it continues to close below the low and the volume noticeably increases compared to the current period, the downward move becomes more credible; if the close returns above the low, then this breakdown should be treated as a false breakout.BTC and ETH: Rally and Pullback Become the Main Theme, Bears Dominate Before Nonfarm Payrolls
PCE data came in below expectations, causing BTC to briefly surge to 85600, but it hit an invisible wall and was quickly pushed back to 83400. This is not a candlestick issue; after dropping from 87300, the 85000-85600 range has repeatedly rejected bulls. Funding rates are slightly positive, longs are piling up, and the market feels like a fully drawn bow, just waiting for the nonfarm payrolls to pluck the string.
ETH similarly tested 2739 before pulling back, hovering around 2685, mirroring BTC’s rhythm. Tonight’s ISM manufacturing is just an appetizer; tomorrow’s nonfarm payrolls are the real variable. If the data significantly exceeds expectations, 82900 is only the first stop, and 81000 is not an exaggeration.
In terms of strategy, rally and pullback is the main tone; do not chase longs without incremental positive news. BTC short between 84800-85600, target 82900-81000; ETH short between 2720-2780, target 2650-2550. If BTC breaks above 87300 with volume, decisively cancel shorts; do not stubbornly hold against the trend.
After the nonfarm payrolls release, will the price first drop to 81000 or directly break through 85600? See you in the comments.Is ETH a bit slow?
This time, $ETH shifts its focus from the gainers list to the payment side. AllUnity's USD stablecoin has included Ethereum as a supported network, targeting enterprise cross-border payments, settlement, and fund management. For Ethereum, the significance of this kind of business is that users don't have to check if the market is hot before transferring; real settlement demand could bring more sustained on-chain usage. However, since the issuer is deploying across multiple chains, how much business ultimately stays on Ethereum depends on cost, liquidity, and customer choice. I am somewhat optimistic about this direction.
Today is suitable for looking at $BEAT's trading volume together. Near 13:00, it was reported at $0.092, up about 2.3% in 24 hours, with the market page showing a trading volume of about $3.01 million. There is a gain, but trading volume is not the same as order book depth, and it certainly doesn't mean that larger orders can be smoothly executed. For this kind of asset, I first look at the bid-ask spread, then whether trading can sustain, and only then consider participation. The worst is to only see the price increase on the screen but ignore the actual transaction prices. Stay tuned, everyone.
As for $OKB, it has risen about 14% in the past 30 days and about 1.4% in the past week, showing a clearly more moderate pace. Such performance easily leads to the thought "it's its turn now," but catch-up rallies are never about queuing up. To judge if there is new demand, one must look at subsequent trading, ecosystem progress, and price performance together. There is no obvious acceleration for now, and no need to rush to label it strong or weak. I tend to keep observing and adjust my judgment when new information appears.#SEC Will Clarify On-Chain Fundraising Rules
The official estimate is that only 15% of projects can use this gateway — and it is still just a proposal.
▪️ Three tiers of limits remain unchanged: Startup tier at 5 million, two financing tiers at 20 million and 75 million, all using the current system's figures
▪️ The change is in the window: Crowdfunding's 5 million is calculated annually, the startup tier is spread over 4 years, averaging 1.25 million per year
▪️ Different qualifications: Startup tier can be an entity, individual, or a group; financing tiers require a US-registered entity with most executives being Americans
▪️ SEC estimates about 475 projects can use it annually: 15% of approximately 3,165 new projects in 2024
The disagreement is not about whether the limits are large enough, but that the official only expects 15% to go through this gateway — the other 85% will bypass it, and the rules for that bypass are not mentioned at all.
The exit is also newly created: Issuers submit a certification themselves on EDGAR, declaring that all commitments have been fulfilled or permanently terminated. The SEC says conditions can still be challenged later, and law firms warn that this certification could become evidence in lawsuits.
Are the tokens you hold among this 15%, or the other 85%?Hello brothers and sisters, I am Coin Brother.
Wow, this afternoon's wave is really intense.
International oil prices suddenly surged straight up, Brent crude directly surpassed $100, rising over 2%.
Gold and silver plunged sharply in the short term, BTC also dropped from 84,000 back to 83,300, with 80,000 people liquidated across the entire market in the past 24 hours.
Brothers, what the heck is going on?
Oil price rise = inflation expectations are back,
The Federal Reserve dares even less to cut interest rates.
The 10-year US Treasury yield hit 5.3%,
Risk assets are all being ground down.
I think in the short term BTC will continue to be suppressed by macro factors, grinding in the 82,000-84,000 range.
Don't chase longs, wait for this wave of oil price sentiment to be digested.
#加息预期推迟，9月非农成下一关键 #比特币ETF连续9日流入，ETH转流出 #美债收益率频创新高，长期利率压力未缓解 $BTC $ETH $XAU Previously, many coins could rise just by "painting dreams of the future," but now capital is more pragmatic, repricing "truly profitable projects." $PUMP $BTC $ETH The approach has changed: the platform first makes real money, then buys back and burns the profits, directly lowering token circulation. AAVE is still debating whether to burn it, but PUMP has already started investing real money. If this logic continues to be recognized by the market, the next ones to be revalued will most likely be those projects with real income and willing to return money to tokens. But buybacks are not a cure-all; the key points are three key points: whether income can be sustained, whether buybacks are truly reducing circulation, and whether unlocking selling pressure will erode the buyback effect. This kind of market is better suited to closely monitoring buyback data and on-chain movements than chasing highs. #加息预期推迟, the next key #比特币ETF连续9日流入 in September's nonfarm rolls saw ETH outflows #美债收益率频创新高, and long-term interest rate pressure has not eased BTC ETH ZEC
Brothers, last night the dog dealer's tactics were really ruthless😓
After the PCE data was released, BTC violently surged from 82900 to 85600, first blasting short positions, then quickly dumping back down to around 83500.
A typical buy-the-rumor, sell-the-fact market.
A long upper shadow candle, with bulls and bears taking turns harvesting.
In such a violent shakeout, chasing orders means getting hit; without pre-positioning, it's hard to make a profit.
Currently, the market continues to grind and oscillate around 83500,
with short-term support at 82900 and resistance at 85600.
Tomorrow night’s non-farm payrolls are the real main event; big volatility will most likely be reserved for then.
In this back-and-forth pinning market, were you swept out last night? $BTC $ETH $ZEC #加息预期推迟，9月非农成下一关键 HYPE touched a high of about 91.9 today and then returned to about 88.8, so I won't chase it for now.
Soft PCE pushed BTC down to about 85,500, long bonds hardened and then retreated to about 83,400; in the same window, HYPE actually led the gains with about +3.2%, and its trading volume remained among the top.
I see two concurrent things: Labs unlocked about 3.75 million tokens, saying they will distribute them OTC to the team on October 7 without entering the market; the day before, the spot HYPE ETF recorded a net outflow of about 5.03 million USD.
I think the short-term is a battle between sentiment and supply expectations, not a one-sided bullish signal, and don't take the OTC statement as set in stone.
What to do: just observe and don't catch a falling knife; if it fails, watch for a break below the intraday low of about 84.6, or if it breaks above 91.9, chase the rally.
Do you trust OTC can suppress selling pressure more, or are you more afraid of sentiment crashing the market around October 7?
$HYPE $BTC $SOL
#InterestRateHikeExpectationsDelayed, SeptemberNonFarmPayrollsBecomeNextKey #USTreasuryYieldsKeepHittingNewHighs,LongTermRatePressureNotEasedAfter the PCE data was released, the market quickly rallied on positive news, with BTC briefly surging to around $86,200, with short stop-losses and rally chasing funds entering simultaneously; then the price suddenly reversed, quickly testing back to $83,700, and long positions were continuously cleared. Now, short-term risks have clearly resurfaced: 📉 BTC fell back to around 📉 $83,700, SOL fell below $📉 119, ZEC and SUI also experienced a clear correction 💰. SOL-related ETFs have recently accumulated net inflows of about $190 million. Liquidity is actually not bad, but prices remain under pressure. The problem is that a single positive factor is currently hard to offset macro pressure. US Treasury yields remain high, and the market remains sensitive to future interest rate paths; At the same time, recent security incidents on trading platforms have further amplified the risk aversion sentiment of funds. For large funds, before the macro direction is truly clear, reducing leverage and position size is often more important than chasing short-term positive news. Next are potential catalysts like the FOMC, employment data, and Mt. Gox-related maturities, which may further amplify volatility. So now I lean more to: don't catch flying knives, don't rush to bottom-fish, don't go heavy just because of a good news. The most dangerous times in the market are often not when there's no news, but when everyone starts believing "good news will definitely rise." First, manage your principal and positions well. Surviving is more important than seizing every market rally.#UK Opens Crypto Company License Applications
Only one license is issued for every six applications, and this window is open for just five months.
▪️ The window is open from September 30 to February 28, 2027, a total of 151 days; however, the regulation only takes effect on October 25, 2027
▪️ The previous registration round received 412 applications, with 68 finally registered; among them, 263 applicants withdrew themselves
▪️ This round, the FCA estimates about 325 in scope, with 250 to 400 ultimately authorized, about half opting for transitional arrangements
▪️ The cost differs among three paths: applying within the window allows continued operation, late applications can only fulfill existing contracts, and no application means closing UK operations before the regulation takes effect
The disagreement isn’t about how wide the window is, but whether the one you currently use will remain — getting authorized doesn’t guarantee a safety net, as the FCA does not plan to extend the Financial Services Compensation Scheme to crypto.
About 8% of UK adults hold crypto, with 73% using centralized exchanges. A leading platform holds three UK licenses, none of which automatically convert to permanent status.
If it doesn’t apply, you switch to another, or switch to managing your own private keys?$LTC At lunch, the guy at the next table was scrolling on his phone, sighing as he said, "If I had bought Litecoin with 10,000 yuan back then, I could have retired by now."
I almost couldn't hold back.
I've heard this sentence about eighty to a hundred times over the past few years. Said it in 2019, said it in 2021, and still saying it today. Everyone knows Litecoin is old, so old that it has become an obsession in the community. But those holding onto it have seen wave after wave pass by.
Current price is 67 yuan, barely moved this week, with trading volume less than 60% of usual.
To put it bluntly, this thing is now just a faith-based pocket change. People talk about halving every day, but after shouting it out, it just keeps sideways.
But I won't pretend. I always keep a little Litecoin in my wallet, not much, purely because I'm too lazy to sell. Switching positions is too much trouble, and I'm also afraid that if I do, it might actually move.
Someone just asked in the group if it's a good time to get in now, and I said, first think about what you want from it. Expecting it to jump every day? Then you're in the wrong place. $LTC I haven't really traded much these days, mainly focusing on adjusting my rhythm and state. Recently, I switched back and forth between BTC, ETH, and ZEC, and after frequent in-and-out trading, my trading mindset was thrown off balance. When I was winning, I got carried away; when I was losing, I was quick to recover. In the end, I realized what really needed adjustment wasn't the market, but my trading rhythm. These past few days, I paused and reorganized my positions. BTC briefly climbed above $83,000 but failed to hold steady afterward, and the market returned to a high-volatility range. Currently, on the macro side, I still need to pay attention to US Treasury yields, PCE, and non-farm payroll data, so short-term volatility may still be large. So this time, I won't rush to chase gains or sell losses; I'll first regain my rhythm. Without further ado, let's look at my current position #BTC #ETH #ZEC #Crypto #Bitcoin #Trading🚨 Strategy’s Labelled Wallets Hold $40.28B in BTC
On-chain data shows that 97% of Strategy’s Bitcoin was identified back in May 2025, making it the first public identification of those holdings $BTC
Those labelled wallets now hold $40.28B of Bitcoin on-chain, according to the analysis
A further $15.5B is tagged in Fidelity Custody, the same data suggests
Together that is roughly 78% of Strategy’s $71.4B BTC today
Watch how the rest gets traced next 🐋
$ETH A new battlefield opens! Big Brother Maji heavily bets on ETH long positions, how should we view this move?
The latest position leaderboard is revealed, and market attention refocuses on Big Brother Maji:
This time, the focus has clearly shifted from BTC, showing a long ETH position worth $93.86 million, currently with an unrealized profit of 542,900 and a return rate of 14.5%.
Compared to the entire big list, the signals are even more interesting:
- At the top, two heavyweight whale short positions have appeared; the first holding exceeds $200 million with an unrealized loss of -75.3%, the second nearly $100 million also deeply underwater; this indicates a group of funds firmly expecting a pullback, which have been continuously worn down by the market;
- At the same time, multiple whales inside the market are simultaneously defending long positions; it’s not one-sided, but a typical intense confrontation between large funds;
- Maji’s position cost is 2675.6, current price is 2545.8; although the price has slightly retraced, the overall position still maintains positive returns and has not been disrupted by short-term spikes.Brothers, today $BTC dropped again.
Last night it even surged to 85639, but then it fell all the way back, now around 83400, with a volatility of over 2000 points. The bulls and bears are starting to fight again.
But let me say something contradictory first: although I currently hold short positions, I still remain bullish.
Why?
Because the September monthly candle has closed, and looking solely at the monthly structure, I don't see any signal that the bull market has ended yet.
As for the weekly structure, my view from a few days ago remains unchanged: as long as the 81500 level is not effectively broken downward, the longer $BTC consolidates, the more likely it is to suddenly surge later.
So this current pullback hasn't changed the big picture for me.
I even think this bull market can continue to churn for a while longer, possibly extending until December.
Of course, I am currently holding short positions, so if it really falls, I will definitely be happy.
But if you ask me about the mid-term outlook, I still say:
The bull market is not over yet.
As long as key supports hold, I remain bullish in October, and I don't rule out Bitcoin surging back to $100,000 later.
Short positions are for trading, views are views.
#加息预期推迟，9月非农成下一关键 #比特币ETF连续9日流入，ETH转流出 #美债收益率频创新高，长期利率压力未缓解 Leveraged Musical Chairs: When the music stops, whoever has no seat is out
October rate hike expectations have eased, tonight's PCE is key. The crypto world today is like leveraged musical chairs—don't ask about bulls or bears, just who loses their seat first.
BTC: Two cliffs
Below 80516, long positions pile up like a powder keg; breaking through triggers a chain liquidation, bulls collectively wiped out; above 88520, shorts cluster, breaking through sends them queueing for the sky. Price is caught in the middle, like walking a tightrope—one wrong move and it's curtains.
ETH: Six hundred million chips on each side
Dropping below 2562 means longs get wiped out; passing 2828 sends shorts to the incinerator. Leveraged markets are never about direction, but elimination order—who gets carried off first, who follows.
The script was written early
Liquidations, stampedes, outages, group chats flooded with "I'm wiped out." Exchange backends counting fees until their hands hurt.
Macro isn't idle either
Micron's earnings reveal AI storage as a focus; nonfarm payrolls and PCE alternate on the table. Risk appetite reshuffles, crypto never absent, but leverage waits for no one to buckle up.
Today's watchlist
BTC eyes 80516 and 88520 like a hawk, ETH eyes 2562 and 2828. Today isn't about watching the market, it's about who gets the box lunch first.
Purely for fun, don't get too serious—leveraged musical chairs, one wrong step, and it's game over.
$BTC $ETH $ZEC #加息预期推迟，9月非农成下一关键 #比特币ETF连续9日流入，ETH转流出 Position is changing, price is not moving: BTC's stalemate and breakout point tonight
BTC is still tugging back and forth around $83,000, appearing calm on the surface but with undercurrents stirring beneath. What’s truly worth watching tonight isn’t the short-term ups and downs, but three unresolved questions.
1. Why is it still stuck at 83,000?
The price hasn’t left the range, indicating neither bulls nor bears have taken absolute control. The short-term support is at 82,500 below, and the first resistance is at 85,500 above. The market seems to be waiting for a real breakout, not random fluctuations.
2. Has the capital left or not?
Open interest in contracts remains near $26.5 billion, with a slight increase in the last 24 hours. Leveraged funds haven’t clearly withdrawn, but new positions haven’t pushed the price out of the consolidation zone either. Positions are accumulating, but the direction is undecided.
3. There’s plenty of trading, so why isn’t the price moving?
Futures trading volume is significantly higher than spot, yet BTC remains sideways. The market isn’t lacking trades; it’s lacking the force to shift the balance. High-frequency gaming has replaced trend driving, so the price naturally sticks within the range.
The core contradiction is simple: positions are changing, but the price hasn’t made a choice.
Tonight, focus on two levels: 85,500 above and 82,500 below. If the range continues to contract, the real directional choice may be getting closer. Coupled with the easing of October rate hike expectations and the arrival of PCE data, the window for a shift might be right ahead.
The longer the sideways, the sharper the breakout. Be patient for signals, don’t get caught up in noise.
$BTC $ETH $ZEC
#交易之声：你的经验值得被听到 #Hackers stole over 12.4 million XRP from dcent wallets
The danger is not wallets with large balances, but those that signed early.
▪️ The patch version was released on November 5, 2025, and users were notified to migrate on September 16, 2026, a gap of ten months
▪️ The risk zone is not based on balance: addresses that only received funds have lower risk; only those that have signed (token authorizations, connected to online services) count
▪️ The order of wallets being swept seems more like sorted by creation date, not by balance — the attacker had a pre-prepared list
▪️ One mnemonic controls five chains: Bitcoin, Ethereum, Tron, Stellar all have people losing coins. The vendor has not disclosed amounts nor promised compensation
The disagreement is not about whether this wallet is safe, but whether you can judge if you are in the danger zone — the vendor refuses to disclose technical reasons, only saying disclosure would help imitators.
The patch was applied in November, and the announcement on the 10th of the same month only mentioned "can manage 100 wallets, can import from mainstream wallets," without a word about security. During these ten months, users had a wallet that would not alert them.
Which should come first, patching or notifying?10-year veteran crypto research center
$ONDO's recent trend is worth paying attention to
ONDO price is currently about $0.51.
In the past 30 days, ONDO has risen nearly 50%, but it has pulled back about 4% in the last 7 days.
The key point: the price is pulling back, but whales are still active.
Latest on-chain tracking data shows that in the past 30 days, whales have had a cumulative net inflow of about $36.14 million ONDO, and in the past 24 hours, whale trading volume has reached 4.5 times the 30-day average.
On September 29, there was a net outflow of about $2.84 million ONDO from exchanges.
This is not just about looking at the candlestick chart.
The RWA line has not disappeared recently; rather, during the price pullback, large funds are still slowly accumulating.
Entry: $0.495–$0.515
Take profit: $0.540 / $0.575 / $0.620 / $0.680 / $0.750
Stop loss: $0.465
If ONDO retakes $0.54, I will closely watch whether the subsequent funds continue to expand. "Me, $48, Liquidation Countdown (Season 3: Full Position Cremation)"
Family, my master has gone crazy. He really has.
Look at this chart, he finally shifted from ZEC to ETH and ZHIPU, but the operation is still the familiar formula:
ETH, 100x leverage, long position, entry price 2728.28, current price 2676.31.
How much loss? -190.47%. Margin 23.33, unrealized loss 45.31. My master is currently maintaining a margin ratio of 443.33%, sounds high, right? But the liquidation price is 2584.6, if ETH drops another 3.4%, he will be cremated on the spot.
ZHIPU, 10x leverage, long position, entry price 92.42, current price 81.49.
How much loss? -118.26%. Margin 37.4, unrealized loss 50.16. Liquidation price 63.78, about 22% room left. But the problem is, this coin is called ZHIPU (Zhipu?), my master doesn’t even know what it is, only knows “the name sounds very AI, chase it!”
I calculated the total account:
Total margin 60.73, total unrealized loss 95.47, realized loss 5.14. Net assets are already negative, all propped up by full position margin.
My master is now staring at the screen, muttering: “ETH will rebound, ZHIPU will double, as long as I don’t sell, it’s not a loss.”
I’m lying in the corner, looking at ETH’s candlestick, recalling how he shorted ZEC last night and earned 1.56.
He spent the whole night, from 1.56 to -95.47.
The fastest money-losing record holder in crypto, $48, two hours, from confidence to cremation.
I suggest he delete the app, so when he wakes up tomorrow, he can at least fool himself: that $60 wasn’t lost, it’s just temporarily held by the dog whales. #加息预期推迟，9月非农成下一关键 #比特币ETF连续9日流入，ETH转流出 #美债收益率频创新高，长期利率压力未缓解 $BTC $ETH $ZEC Brothers, what I care about now is no longer just the rise and fall of BTC or ETH, but the difference in capital flows between the two sides. The latest data shows that on September 29, the US spot BTC ETF saw a net inflow of about $66.2 million, maintaining net inflows for the ninth consecutive trading day; Meanwhile, ETH ETF saw a net outflow of about $2.81 million, ending a seven-day streak of cumulative inflows of about $850 million. This does not mean the market has completely abandoned ETH; rather, it seems that institutional funds have shown a clear allocation gap between BTC and ETH at this stage. More interestingly, on September 30, BTC ETFs also saw a net outflow of about $149 million, while ETH ETFs saw a further outflow of about $59.6 million. So it is not yet time to simply conclude that funds have completed a long-term shift. 🔥 What is truly worth watching is the relative strength of funds in BTC/ETH. If in the coming weeks: ➡️ BTC continues to attract funds ➡️, ETH continues to see redemptions ➡️, ETH/BTC remains under pressure, then the market's preference for allocation between the two asset classes may become even more pronounced. But if ETH ETFs resume sustained net inflows, this divergence may just be a short-term rotation. So I won't rush to conclusions now; I'll first see if the flow can continue, then see if the price and ETH/BTC confirm in sync. The current signals from the market are more like: BTSideways trading, consolidation, and sharp drops: Which side should the funds take?
BTC has fallen back from 87,000, repeatedly tugging between 82,000 and 84,000. Spot buying acts like a buffer, supporting the sharp drop and also indicating that chips are changing hands rather than the trend surrendering. Use it as a base position; scaling back in batches is more composed than chasing the rise.
ETH is grinding near 2,650, with short-term resistance at 2,750–2,800. On-chain activity is not cold but lacks volume confirmation. Without volume, just wait; don’t replace signals with speculation.
ZEC dropped from 1,700 to 1,400 in two days, nearly a 20% loss, indicating that high-volatility assets are only suitable for small positions to test; heavy positions mean handing over control to emotions.
The macro headwinds have not dissipated; interest rates and capital flows still suppress risk appetite, and the three cannot thrive independently. At this time, chasing highs has low cost-effectiveness; position management takes priority over directional judgment. BTC as ballast, ETH waiting for volume, ZEC limiting risk; don’t fall in love with assets if you want to stay at the table.
$BTC $ETH $ZEC
#加息预期推迟，9月非农成下一关键
#美债收益率频创新高，长期利率压力未缓解 #加息预期推迟，9月非农成下一关键
But on September 29, 2026, in Washington, two AI-related events actually happened simultaneously:
In the morning at Mellon Auditorium—America.gov was launched. Trump signed an executive order requiring all agencies to connect their external services to this "unified front door"; Oz demonstrated using AI to handle Medicare on site, Rubio demonstrated online passport processing. On the surface, it was "the government finally becoming a bit more user-friendly," but fundamentally it was about funneling citizen identity, healthcare, social security, and tax flows into the same conversational entry point, with privacy debts deferred.
In the afternoon at the White House—tech giants gathered for dinner: Musk, Jensen Huang, Zuckerberg, Pichai, Nadella, Dario Amodei all present. Trump renamed AI "Super Intelligence," and launched his own narrative in the style of the "White House Accord on Super Intelligence": whoever wins super intelligence wins the century. Regulation? He said, "It can't slow down the U.S."
So the most surreal part of this is: on one hand, using consumer-grade design to turn the government into a "chat-capable app," and on the other, using geopolitical rhetoric to turn AI into a "new arms race." Gebbia solves the problem of "ugly forms and poor entry points"; the White House solves "who owns the models and who holds the power." #Биткоин : why a strong surge is not yet a reason to buy.
$BTC - after such a surge, do you want to jump on the last train? 👀 On the four-hour chart, the rise was accompanied by a volume spike, and now the price is fluctuating below the peak. The interest zone with an upper boundary of 81483 rests on a volume shelf and previous price reversals. 📈 A return to the zone, a buyout, and a candle close above the upper boundary are conditions for a long, with a target of 86234 supported by the volume shelf and local maximum. My plan now is to WAIT "All the bad news is out, who will make the first move in the market?"
Core PCE year-on-year at 3.0%, hitting a new low since February; ADP added 90,000 jobs, stronger than expected. The two sets of data conflict, pushing both "rate hikes" and "pause" into the market simultaneously. The 2-year US Treasury yield fell back, bets on an October rate hike cooled, and the September rate hike is temporarily over. US stock futures turned positive, with the Dow and Nasdaq rising, led by AI hardware and storage.
The crypto market is more subtle: BTC ETF inflows have continued for nine consecutive weeks, but the daily pace has slowed; ETH ended seven consecutive weeks of inflows, turning to outflows on the first day, making the weekend a short-term indicator. CoinShares shows a net inflow of $3.55 billion across the entire industry last week, a new high for the year, with BTC alone accounting for $2.52 billion and XRP attracting $92.3 million.
On-chain, addresses holding over 10,000 BTC increased their holdings by more than 41,000 BTC over ten days, with their share returning to a six-week high. Retail investors are cautious while whales are accumulating; this divergence usually leans bullish.
Conclusion: After the bad news has landed, the window for choosing direction opens. But with thin holiday liquidity, volatility can be amplified, so don't get carried away—wait for confirmation.
#加息预期推迟，9月非农成下一关键 $BTC stands strong alone, ETH falling behind? The key is whether 86,000 can hold
$BTC has surged again, approaching the 86,000 USD mark. What the market truly focuses on is not just whether it can break through, but whether it can hold steady for a week after breaking through. If it does, the crypto space may see a rare wave of warmth in the short term.
At the same time, ETH followed the rebound, rising above 2,700 USD, but the momentum is clearly weaker. Compared to BTC's strength, ETH is already struggling around 2,750, and 2,800 seems more like a distant prospect in the short term. The once neck-and-neck "dual core" now seems to be diverging.
The underlying logic may lie in the capital flow: BTC spot ETF weekly inflows have hit a near one-year high, with incremental funds more concentrated on Bitcoin; ETH lacks a narrative of the same scale, so its rebound is naturally more passive.
If BTC breaks above 86,000 and maintains it, market sentiment is expected to recover, but if ETH continues to lag, a broad-based rally may not come simultaneously. Will the leader dance alone, or will the second-in-command gather strength? The next week is a critical observation window.
#BTC现货ETF周流入创近一年新高 Just reviewed Micron's earnings report and organized some key points. $MU
Revenue: The consumer segment's share is almost gone. Now it's mainly data centers.
The earnings report's long-term orders lock in about a quarter of 30 years' revenue,
with a margin of 32 billion and receivables of 150 billion. About 17% is deposits.
The current production expansion bottleneck is the lack of clean rooms, but the clean room construction cycle is about 2-3 years, corresponding to storage starting from 2024. It's roughly okay now. The equipment for clean rooms is not very scarce; the shortage is in manpower and time. Physically, the limit is about this time.
Also, the data center cycle is 2-3 years, and the current limitation for data centers is the queue for grid connection. This is a physical limit that can't be solved by stories, so although computing power is still lacking, the essence is the inability to get data center grid connection approvals.
If the factory building is ready but can't be used, buying chips first doesn't benefit oneself, so locking orders plus queuing for data center grid connection is a win-win.
Therefore, the key is to watch the speed of data center grid connection. This is the hardest and requires a 3-5 year queue, during which storage prices can drop before buying.
So, in terms of the cycle, it's time to start shorting, although there can still be short-term rebounds, the space is insufficient.
But Micron is at least US-based, so still short Hynix.
#财报观察员：美光上调指引，存储需求继续走强 The Collapse of Huiwang's Money Empire: A Life-and-Death Test for Exchanges, Ordinary Users, and Cambodian Regulation The downfall of Huiwang Group is a landmark event in the global anti-money laundering field in 2026. It not only led to the recovery and arrest of huge amounts of dirty money but also raised higher compliance requirements for exchanges like OKX and Binance, putting ordinary users at risk of being implicated. This article clearly explains the sequence of events, exchange responses, user self-protection, and Cambodia's legal consequences all at once. 1. Has Huiwang's black money been recovered? How is the arrest progressing? Huiwang Group was once accused by the U.S. Treasury's Financial Crimes Enforcement Bureau of handling funds for Southeast Asian fraud zones and North Korean hackers, with a scale of at least 4 billion USD. In January 2026, Huiwang's head Li Xiong was arrested in Cambodia. In April of the same year, Li Xiong was escorted back to China, and his Cambodian citizenship was officially revoked. With the successive arrests of Li Xiong and Prince Group founder Chen Zhi, this illegal market parasitizing Telegram and worth $24 billion has come to an end. But the situation for recovering dirty money is not optimistic. Huiwang Payment's license was revoked in September 2024, and the statutory liquidation was completed in June 2025. The National Bank of Cambodia has clearly stated that users cannot recover their funds, and the responsibility lies with the operators, recommending legal action. The reported amount is about $31 million and 20 million USDT, but users have no way to cash out. 2. How are exchanges like OKX and Binance responding? Facing increasingly complex money laundering threats, OKX and Binance are building more proactive defense systems.$CT just launched, don’t rush to throw away your heads
Concrete is a blockchain finance operating system, with its TGE just on September 30. As a new coin, it’s normal to have a small circulating supply, scattered chips, and high volatility.
The concept sounds impressive, but there are plenty of similar projects on the market. Whether it can stand out depends on whether the ecosystem can be implemented later; right now, it’s just a pie-in-the-sky stage.
Current price is 0.4117, with a 24-hour amplitude of about 40%, quite thrilling. The 1-hour moving averages are sticking together, RSI6 is at 62, SLOPE EMA has turned positive to 25. Short-term looks like it’s catching a breath, but the big bearish candle at 0.4881 above is suppressing it, so the trend hasn’t reversed at all.
24-hour volume is over 90 million U, the volume is not small, but since TGE just finished, airdrop and market maker chips are still smashing each other, selling pressure hasn’t been digested, bulls and bears are fighting fiercely, sentiment is excited yet fragile.
The overall market is warming up, but US Treasury yields are still stuck there, so risk appetite is just so-so.
Don’t heavily bet on direction with new coins; wait until chips settle down and moving averages flatten before looking for opportunities. Entering now is just giving the dog whales a free trial card. Mainly observe, don’t rush.$ZEC is bearish, the rebound hasn't arrived yet. 4h RSI is 41.6, relatively low; 1h RSI is 43.8, relatively low; MACD is heading down.
If looking for an opportunity, wait for the rebound around 1427–1440 before considering.
Timing: The zone is relatively low, wait for the rebound to confirm.
Window: About 4 to 12 hours (1 to 3 bars of 4h); ends once the downside is reached or invalidated, don't hold stubbornly.
Downside target is 1357; if it breaks above 1473, it means this wave's logic is invalid.
After invalidation, don't force trades; wait to drop back to EMA55 before reconsidering.
Summary: Bearish bias, wait for rebound, not recommended to chase shorts. $LTC LTC is failing to reclaim $68.20 while momentum remains weak around the MA cluster. Fresh data shows positive funding and heavy derivatives activity, while the recent rally was driven strongly by leverage. A rejection below $68.20 keeps the downside setup active.
Short setup.
Entry: $67.20 - $68.10
TP: $66.20 - $65.10 - $63.80 - $62.00
SL: $69.20The first NEAR spot ETF is listed, but the coin price falls instead of rising? Er Gou advises you not to rush to buy in
Brothers, big news for NEAR today: the first spot ETF (NRR) was listed on the NYSE.
Net inflow on the first day was 35.5 million, with assets under management at 36 million.
On the surface, it looks quite impressive.
At the same time, $NEAR reduced token emissions to 1.6%, integrated Claude 5.5, and even intercepted $50 million during the Bitget hacker incident.
A cluster of positive news, almost perfect.
But! The market is too honest.
NEAR’s current price is 5.284, actually down 0.47%.
Resistance at 5.50 (SAR suppression) is like an iron lid, support is at 5.05.
Why so many positives but no price movement?
Er Gou’s translation: expectations were already priced in, the ETF listing is a typical case of “good news turning into bad news upon realization.”
Plus, lawyers question the legal risks of address blacklisting, Intents have metadata exposure risks, so funds dare not rush in blindly.
Er Gou’s strategy:
Don’t chase the price just because it’s "on ETF." The vehicle is too heavy; the dog market makers can’t push it up.
Wait for the spot price to pull back near 5.0-5.1 before buying, and control your contracts.
All the good news is out; chasing now is just giving money to the main players.Sure, I'll rewrite it into a more natural Chinese trader style and make the ETF data flow smoother:
🥊 $BTC vs $ZEC｜Divergence in Capital Flows and Volatility
₿ BTC ~$84K
• $85K → +1.2%
• $87K → +3.6%
• $82K → -2.4%
🟣 ZEC ~$1.4K
• $1.50K → +7.1%
• $1.60K → +14.3%
• $1.30K → -7.1%
But the real highlight is here 👀
📊 Clear divergence in capital flows:
BTC spot ETFs have seen continuous inflows recently, with a cumulative net inflow of about $3.08B over 9 consecutive trading days from September 17 to 29. (Decrypt)
Meanwhile, ZEC spot ETFs experienced a net outflow of $30.25M on September 30 alone, showing a clear reversal in capital flow. (TokenPost)
In simple terms:
BTC → Institutional capital + liquidity-driven
ZEC → High volatility + stronger resilience
So what’s worth watching next isn’t just "who gains more," but:
🔥 Who will experience greater price swings in the next market wave?
Focus on capital flows, key support and resistance levels, and volume confirmation after breakouts. 10.1 afternoon, brothers, happy National Day
BTC sideways, ZEC retreating, is capital starting to "be picky"?
The afternoon market is generally weak, no broad rally, capital is selectively defensive.
BTC: current price 83,480 (-0.73%)
After a morning surge to 85,639, it fell back. Currently, the 1-hour level has broken below the EMA moving average. The dense chip area is above 85,000, with key support at 82,500 below. On the macro side, PCE data was below expectations but provided some boost, yet US Treasury yields continue to suppress.
ETH: current price 2,678 (-0.12%)
The trend is weaker than BTC, fluctuating around 2,680. 2,747 is short-term strong resistance, and 2,663 is the 24-hour low. Direction is unclear, waiting for BTC to set the rhythm.
ZEC: current price 1,405 (-2.52%)
Today's main character. After a previous surge, whales took profits (selling 15,000 coins), and the price has retraced from the high of 1,697. High volatility at the top, brutal manipulation, risk outweighs opportunity.
BTC is suppressed by macro factors, ETH is directionless, ZEC is retreating at highs. Capital is picky, don't act recklessly. $BTC #加息预期推迟，9月非农成下一关键 When the trend comes, profits come from holding, not from being smart
Direction, patience, and bottom chips are all indispensable
Despise the bottom, distrust sideways, disbelieve the high, only chase after the end
The main force doesn't know when you buy, but the main force knows it keeps rising
You will definitely buy
The main force doesn't know when you sell, but the main force knows it keeps falling
You will definitely sell
The real big market always happens when most people have no patience
The top is sharp, the bottom is round
Rising goes from slow to fast, then to extremely fast; falling goes from fast to slow, then to extremely slow
A real trend won't change because of a few days of fluctuations
Short-term proves strength, mid-term realizes wealth
If your position is gone, you can reopen; if consensus is gone, it's hard to come back
A sharp drop kills the price, but what really kills is consensus
The hardest part of a bull market is not buying, but holding on
The market won't repeat, but human nature definitely will
95% of the time it tortures human nature, 5% of the time it is responsible for realization
Being ahead of the market essentially means being ahead of human nature
The goal of trading is not to guess the top, but to survive and catch the trend
There is no coin that always rises, nor a market that always falls, only human nature that keeps repeating Ethereum co-founder Jeffrey Wilcke previously transferred about 1,500 ETH to Kraken, which was roughly $6 million at the price at the time. But it's important to note: the exchange ≠ transferred to the exchange has already been sold, and on-chain transfers alone cannot directly prove cash-out behavior. Meanwhile, on-chain data shows that at least 15 large wallets accumulated about 406,000 ETH in two days, worth about $1.6 billion. In other words, the market is showing two completely different signals at the same time: 🐳 Whale side: Continuous accumulation A large amount of ETH flowed from exchange-related addresses to wallets, indicating that some large funds are reducing liquidity on exchanges. 📊 ETF side: Short-term cooling begins On September 30, the US spot ETH ETF saw a single-day net outflow of about 5,621 ETH, valued at approximately $15.31 million. However, the cumulative total over the past 7 days is still +95,515 ETH, about $260 million, so it currently feels more like a significant slowdown in funds rather than a confirmed trend reversal. ⚙️ Technically, there are also new catalysts The core direction of the Fusaka upgrade includes improving Ethereum L1 execution capabilities, setting the default block gas limit at 60 million, and adding optimizations such as the maximum gas limit per transaction. A correction is needed: Fusaka is not "mainnet only launched in December 2026"; Official data shows the mainnet was activated on December 3, 2025.Trump signed an executive order renaming AI to SI, which seems unrelated to crypto but reminds us that narrative shifts often happen faster than price changes. UNI is currently in such a narrative vacuum. My judgment is sideways with a weak bias, not suitable for chasing longs. The funding rate is only 0.01%, with a position size of 5.678 million, and bullish sentiment is cautious; the 24-hour trading volume is 14.105 million, insufficient to support a breakout, while the order book buy/sell ratio of 1.27 shows buyers slightly dominant. The 1-hour trend is down, the 4-hour trend is up, with short-term oscillation between 8.74 and 9.197. The current price of 8.787 is only 2.92% above the low. I prefer to place a short at 8.815, stop loss at 8.937, target at 8.692; if it pulls back to 8.735, go long with stop loss at 8.661, target at 8.869. Single position size should not exceed 5%, exit immediately if broken, do not hold the position.
——This is only a personal opinion and does not constitute investment advice. Wish you successful trading.——
$UNI#特朗普签署行政令将AI更名为SI
#特朗普签署行政令将AI更名为SI $UNI Brothers, happy holidays! 🇨🇳 This round of ETH has actually shown a fairly clear rhythm: 2550 → 2680 → 2800 → pullback, → sideways near 2700. Currently, ETH's price has returned to around $2700. Although the short-term cooldown is noticeable, my overall judgment is not yet bearish. From a technical perspective, KDJ has pulled back from its highs, and MACD momentum has weakened, indicating that profit-taking after previous gains is being digested. However, the price is still running above the EMA20, so I prefer to interpret this as consolidation at high levels after an upward trend, rather than a trend reversal. 🔥 There is also a notable change in funding flow: from September 21 to 25, the US spot ETH ETF saw a net inflow of about $690 million, indicating that institutional funds still have a demand for ETH allocation. Meanwhile, the ETH staking ratio has risen to about 34%, and tradable tokens in circulation are further decreasing. Additionally, the market has recently been paying attention to the "staking yield" narrative of ETH ETFs. Fidelity has submitted a proposal to regulators, planning to add staking and quarterly cash distribution mechanisms to its ETH ETF, which may continue to influence institutions' views on ETH yield attributes. 📌 Next, I will focus on two positions: First support: $2,620–2,650 This is an important defensive zone for short-term longs and bears. If $CORE Ignored Time Window: Before the Global Bitcoin Ecosystem Explodes, It Is Seizing the "Standard Position"
The entire industry is now betting on one big direction: Bitcoin is no longer just a store of value, but will develop a whole set of application layers.
However, many have not understood: the track currently lacks a truly unified staking interaction standard.
CORE is doing something very ambitious:
- Continuously exporting a unified interface compatible with multiple types of wallets, custodians, and node service providers;
- Allowing overseas treasuries, asset managers, and enterprises to connect directly to this BTC staking infrastructure without rebuilding technology from scratch;
- If enough third parties are willing to develop products based on this standard, it will no longer be just a public chain but become the underlying middleware in the Bitcoin value-added track.
The risk is very real:
Competitors keep entering the track, leading wallets and large institutions are also developing their own solutions; whether it can secure enough partners and form network effects, the window period is actually limited.
It hasn’t already won, but is in an ongoing positioning battle that is not yet finished.