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BlackRock moved money again: withdrew $127 million in 40 minutes BTC+ETH
A recent on-chain transaction just popped up: BlackRock-related addresses withdrew from Coinbase Prime in about 40 minutes——
• 1150 BTC, approximately $95.43 million
• 11840 ETH, approximately $31.52 million
• Totaling $126.95 million
Transferred from Prime to custody/configuration, not placed as sell orders, which means: the "available inventory" on the exchange just decreased again, BTC accounts for the majority (about 75%), but ETH was not dumped either, signaling a clear dual-line configuration.
Don’t imagine "BlackRock moves and the price immediately surges"—withdrawal ≠ instant pump, it’s just big money repositioning at its own pace; also don’t jump to "wash trading/selling signal"—Prime is inherently an institutional custody gateway.
Retail watches intraday charts, institutions move underlying assets.
My short-term view: as long as BTC doesn’t break key support, withdrawals are a positive; before ETH/BTC turns strong, don’t get overleveraged on ETH; those who chase highs just because they see "BlackRock" are often the ones getting shaken out.1088%.
At first glance, Anthropic's revenue growth looked like a meme coin whitepaper.
Year-over-year, it nearly multiplied by 11 times, reaching $4.59 billion in one year. While others see AI as a world-changing force, I see this growth rate as something that in the crypto world would have already been pumped to the moon.
But they are going for an IPO, not issuing tokens.
So the first reaction in the community is probably: the AI narrative is heating up again, and concepts like computing power, data, and agents might be worth riding along.
I'm not in such a hurry.
These numbers show that AI companies can really make money, not that token prices will rise. The valuation AI gets in traditional markets is separated from our side by several layers.
What’s really worth watching is whether this level of growth will attract capital back into the AI sector. Only if the money flows in will there be a story to tell.
Before the money comes in, this is just a pretty financial report number.
Right?
#OpenAI与Anthropic调查数万起AI安全事件
#高盛预估2027年AI相关资本开支约1.2万亿美元 #财报观察员：美光财报临近，AI存储需求成焦点 $ZEC "AKE, the specialist in defiance"
That long position at 0.0341, I originally wanted to ride a trend, but ended up holding for several days without the market moving, then got hit by a precise rebound—just enough to sweep my liquidation price. The moment the screen reset to zero, I really felt it was watching me from the shadows.
$BEAT fell below 0.09, $ARB slid to around 0.19, dropping decisively enough to be accepted. Only $AKE bounces back with every small drop, bouncing faster than anyone else. Going long gets buried, going short gets pulled up, as if both bulls and bears owe it.
It's not a one-way market, it's a back-and-forth cut. Looks like it can't fall further, but rebounds as soon as you enter; looks like it will rebound, but falls again when chased. Holding for days is no match for its one-minute spikes. The worst part is, right after touching the liquidation price, it moves up again, as if specifically coming to collect my margin.
I'm very disappointed with $AKE. It's not that I can't afford to lose, but this kind of repeatedly toyed-with loss is just too painful. Losing on longs, losing on shorts, only it profits from the back-and-forth. Next time I see it, I might just say: "Can't afford to mess with it, but can avoid it."
#本周迎非农与PCE关键数据
#美伊继续磋商霍尔木兹开放条件 Spot traders are turning to altcoins, with altcoin trading volume nearly 4 times that of Bitcoin
On-chain data shows that spot funds are clearly diverting from BTC, with a large number of traders switching to altcoins. Currently, the spot trading volume of altcoins is close to 4 times that of Bitcoin, indicating a rapid rise in market risk appetite and significant signs of capital rotation.
This means the market is no longer focused solely on Bitcoin; funds are starting to speculate on highly volatile coins, signaling a recovery in the altcoin market. However, it is important to distinguish that high trading volume does not equal a broad, sustained bull market. Much of it is short-term capital moving in and out quickly, with very high turnover.
Personal view
Capital rotation into altcoins is a common phenomenon in the mid-stage of a bull market, but altcoins are much more volatile than BTC. Once macro data turns negative or the overall market pulls back, altcoins will experience more severe corrections, and coins with poor liquidity are prone to sharp sell-offs.
Do not blindly chase popular altcoins at high prices; prioritize the fundamentals of the sector and strictly control your position size. Once the overall market weakens, altcoins will be the first to drop.Worked hard to earn some money, then bought CORE spot
CORE is currently at 0.02191. Looking at the daily chart, the price recently fell back from the high of 0.02550 and is currently constrained by the dual resistance of MA5 (0.02296) and MA10 (0.02271). The lower MA20 (0.02114) barely provides support, the KDJ indicator (49.88/62.22) has formed a bearish cross downward, and the 24-hour trading volume is less than one million U, showing extremely shrunk volume. Overall, it is in a clear weak consolidation phase, with short-term focus needed on the 0.02108 defense line.
Yesterday at the construction site, I got scolded by the boss. After a full day of hard labor, I barely earned a small margin. Reflecting on the crypto world, we are always being harvested back and forth by the whales, which stirs mixed feelings inside. As grassroots retail investors, every penny we have is earned through sweat, and we really can't afford the turmoil of high leverage. This hard-earned money absolutely cannot be risked on contracts anymore. $BTC #本周迎非农与PCE关键数据 $CORE Institutional funds are flowing back in, and the real change in the crypto space may just be beginning
Recently, ETFs have seen a clear return of funds, with institutions increasing their BTC allocations again. This is more noteworthy than a simple short-term rally. Because spot funds entering the market means a more solid buying base is forming, the support under BTC is likely to strengthen.
However, fund inflows are positive but do not guarantee prices will only rise.
BTC is still in a high range, and previous gains have accumulated a lot of profit-taking pressure. If ETFs continue to see net inflows, it indicates that new funds can absorb the selling pressure, giving the market a chance to move higher; if inflows slow significantly, high-level consolidation or even pullbacks are normal.
ETH is more elastic, often rising faster when risk appetite heats up, but also experiencing sharper corrections. OKB is relatively stable, more closely following market liquidity changes.
So what really matters now is not how much money flows in on a given day, but:
Can institutional buying sustain?
Sustained inflows confirm the trend with capital; cooling inflows mean profit-taking at highs must be guarded against.
Institutional entry solves the question of "is there anyone to take the other side?" while breaking resistance solves "how far can the market go?"
Don’t chase highs; watch for support on pullbacks. This is the rhythm worth paying attention to now. $ETH $BTC #BTC现货ETF周流入创近一年新高 I am the mid-term intelligence guy. Data just came out on September 28th, Strategy bought another 1,666 $BTC last week, bringing the total holdings to 847,666. Don't be fooled by MSTR dropping 2.51% that day and BTC pulling back 1.27%; they don't follow short-term sentiment at all and keep accumulating on dips. Some ask, "Should I sell at 60000?" That mindset is on a different level than institutions. This kind of buying by sellers is about locking circulation long-term and suppressing chips; maETH has been consolidating for three days; is the breakout window approaching? The key is whether 2730 can be taken out.
Recently, ETH has been oscillating repeatedly between $2665 and $2730, with bulls and bears continuously exchanging chips. Rather than rushing to judge the start of a bull market, it's better to first see if the range is truly broken.
Structurally, a continuous narrowing usually means volatility is decreasing, but it doesn't necessarily indicate an upward direction. If there is a volume breakout above 2730 and it holds, then there is room for further upside; if it fails to break through for a long time, caution is still needed for a pullback after a rally.
There is another short-term variable that cannot be ignored: this week, the US economic data will be released intensively. Inflation, employment, and growth data may all affect interest rate expectations again, thereby amplifying BTC and ETH volatility.
Previously, gold weakness pressured risk assets, reminding us that ETH is still influenced by macro liquidity and is not a completely independent market.
So what we really need to wait for this time is not a "magic prediction," but two confirmations:
A volume breakout above 2730, strengthening the trend;
A breakdown below 2665, weakening the consolidation structure.
Consolidation is the process; breakout is the answer. $ETH #本周迎非农与PCE关键数据 ETH rebounded to $2647, but don't rush to mistake this "breather" for a "reversal"
After the previous round of decline, ETH has seen a slight recovery, with the price returning to around $2640. The unrealized losses on long positions have also significantly narrowed, but from the market perspective, this currently looks more like a technical rebound after overselling, and the overall trend remains in a consolidation and bottoming phase.
The $2800 level above remains the key target for this round and an important point to judge whether the bulls can regain control of the pace; if the subsequent rebound continues with increased volume and breaks through $2800, the structure will clearly improve. Conversely, if the price faces resistance again after a rally, caution is needed for a return to the consolidation range.
This position still has considerable room before reaching the estimated forced liquidation price of $2299. In the short term, controlling risk is more important than being swayed by unrealized profits or losses.
The most common mistake in trading is doubting the direction during a decline and then fantasizing about a reversal after a small rise. Truly mature trading means holding your view but allowing the market to prove you wrong at any time.
Before the market confirms, patience is more important than faith; only if your position survives do you have the right to wait for $2800. $BTC $ETH #本周迎非农与PCE关键数据 eth reached 2626 last Thursday, and yesterday it did not fall below that level, moving above 2700.
From the 4-hour chart structure, a small range between 2640 and 2730 is forming.
Once it strongly breaks above 2730, the 4-hour upward structure will reopen, and you can increase your position accordingly.📉 At TRUMP's current position, I personally lean short-term bearish; 2U might be a critical watershed.
From the current market situation, TRUMP's current price is about 1.999 USDT, basically near the 2 USDT integer level.
I find this position quite interesting.
On one hand, if you were doing grid trading at a low level earlier, you could indeed capture some oscillation profits. The current grid profit shows +0.1075 USDT (+0.32%), indicating short-term volatility is quite evident.
On the other hand, the overall strategy's total profit is currently -0.1704 USDT (-0.53%), with unpaired profit reaching -0.2778 USDT (-0.85%).
What does this mean?
Simply put: although there is profit from oscillation, the price pressure itself has not been fully absorbed.
Especially now that the price has returned near 2U, I would not be bullish just because this is an integer level.
My short-term thinking is quite simple:
First, see if 2U can truly hold steady.
If the price oscillates repeatedly near 2U but never breaks out with significant volume, the selling pressure above might still be heavy.
Second, watch if there is a quick recovery after breaking below 2U.
If 2U is lost, and after a rebound back near 2U it is pushed down again, then this trend requires caution for further downward support search.
Third, do not treat short-term rebounds as trend reversals.
The volatility of this coin is inherently large; a single rapid bullish candle does not mean the bearish structure has ended. For short-term trading, I focus more on rebound strength, volume, and whether key levels can truly hold.
So my current view is:
Do not blindly chase longs near TRUMP 2U; short-term, I lean more towards observing bearish opportunities.
If 2U holds effectively and breaks out with volume, I will adjust this view;
If 2U fails and the rebound cannot hold, then the downside space deserves continued attention.
Of course, this is just my short-term judgment based on the current market, not a guaranteed direction. The crypto market is very volatile, especially for coins like TRUMP, sudden spikes, rapid rallies, or quick crashes are normal.
What I want to know now is:
What do you think TRUMP will do next?SOL has fallen back from the high of 124.95 two days ago and is now near 118.8. Within 24 hours, it dropped steadily from 122.93, showing a clear low-level consolidation after a pullback. The previous support at 120.1-120.7 has been broken and now acts as resistance above. After dipping to 117.26, it stabilized and rebounded but did not form a strong structure, so it is temporarily considered a weak recovery.
Key levels:
Resistance: 119.8—120.1, strong resistance: 120.7—122.9
Support: 117.6—117.3, strong support: 115—116
Reference strategy:
Buy on dip:
If 117.3-117.6 holds and stabilizes, consider short-term long positions with targets at 119-119.8; if it breaks through, look to 120.7. If it falls below 117.0 effectively, abandon long positions.
Sell on rebound:
If resistance holds at 119.8-120.7, consider a pullback with targets at 118.5-117.6; if it breaks below, look to 117. If volume increases and it stabilizes above 121, the short strategy fails.
This pullback in SOL is more pronounced than BTC and ETH. If BTC continues to weaken, SOL is likely to follow down. Conversely, if BTC stabilizes, SOL’s rebound is usually stronger. Therefore, when trading SOL, always watch BTC’s direction.
Currently, the price is in the lower-middle part of the range. Do not chase shorts or rush to bottom-fish. Wait for stabilization at 117.3 or a rebound facing resistance near 120 before taking action!
#SOL延续涨势，资金与链上需求共振 $SOL Scraping off the charred carbonized layer on the surface of the strata, what I dug out from this ruin was not a miracle, but bones buried with real gold and silver.
In the past forty-eight hours, I have been repeatedly liquidated like a rookie. The first trade blindly chased a high during a false breakout, like mistaking modern tiles for Han dynasty blue bricks; the second trade emotionally added to the position against the trend after breaking support, as if knowingly entering a collapsing tomb chamber and still forcing into the main burial passage; the third trade was a revenge long, completely becoming a sacrificial figurine consumed by inner demons.
Brushing off the dirt from the shovel, I coldly look at the carbonized specimen-like K-line. There is nothing new under the sun; every current bearish candle is just another layer of geological sediment from the tulip mania and South Sea bubble eras.
Currently, $BTC hovers at 83457.3, with the Bollinger middle band at 83347.72 forming a very thin ash support layer. The 1-hour RSI is pressed at 47.6, neither the Cretaceous mass extinction of extreme panic nor a bull market carnival. The Bollinger lower band at 82670.18 is the last rammed earth base of this site, while the upper band at 84025.25 is an insurmountable bronze dome.
Every excavation of bull market relics requires clearing away the arrogant rotten flesh first. In this cultural layer of volatile consolidation, since the foundation has not completely broken, the cycle law inevitably has one more chance to imprint upward.
- Target: $BTC 🟢
- Entry: 83100.0 - 83500.0
- TP1: 84020.0
- TP2: 84600.0
- SL: 82600.0
Stripping away all luck and emotion, this Luoyang shovel only recognizes stratigraphic dating, not tears over floating losses.
#StrategyPlaybookStarlink｜September 29 BTC Today's Outlook
Direction: Continue to expect consolidation, buy on dips at low levels
Yesterday, BTC's lowest pullback was near 82500, but it did not truly break below; it then rebounded back above 83000.
So today's core logic remains unchanged:
As long as 82500 is not broken, the range structure still holds.
Entry: Around 82500–83000
Stop loss: Below 82000
Target: 84000–84500
If it continues upward, around 85000 is still a resistance area, no chasing.
Yesterday, news fluctuated throughout the day—oil prices, Iran situation, institutional BTC accumulation, and other factors alternately influenced the market, but the price never truly broke out of the range.
This week also has important data like PCE and Nonfarm Payrolls; funds seem to be waiting for new directional confirmation. CoinDesk
So for BTC today, in one sentence:
If 82500 holds, continue consolidation; if it breaks down with volume, reassess direction.
Trade according to price levels given; if none, wait. $BTC $ETH $SOL #本周迎非农与PCE关键数据 #美伊继续磋商霍尔木兹开放条件 #BTC现货ETF周流入创近一年新高 $ZEC Regardless of whether it has value or not, the fact is that the price is already extremely high. According to the rule of energy conservation in the crypto circle (the chips raised must be distributed, and the ultimate goal of the dealer is to cash out), a pullback to squeeze the bubble is inevitable. Prepare for at least a 50% drop, after all, Bitcoin's decline from bull to bear market is at least a halving drop.QNT surged about 300% in one week, reaching $270, with over $600 million traded in 24 hours.
The catalyst comes from two major implementations:
TCH selected Quant as the technology provider for its on-chain currency program; seven major UK banks used Quant to complete real customer tokenized GBP payments.
Quant's Overledger is a cross-system interoperability layer that does not require banks to unify on a single public chain, adapting to existing bank clearing networks.
$QNT
The bank tokenized deposit sector sees substantial implementation, and the institutional RWA narrative is exploding.I truly believe ZEC will treat every bull well!
$BTC
Current price 83,628, slightly up 0.30%. Don't be fooled by this little fake red; it was smashed down to 82,556 in the middle of the night, barely climbed back to 83,600 in the morning. 85,000 feels like an iron ceiling, impossible to reach. It rises a bit and falls twice as much, like a dull knife cutting flesh, mainly preventing me from breaking even. I'm just staring helplessly here, neither daring to chase the bulls nor wanting to be swept out by the midnight spike, really exhausting.
$ETH
Current price 2,692, up 0.54%. Ethereum is really hopeless! It touched 2,720 at the highest, just one breath away from standing at 2,750, then flopped back to 2,690. Holding long positions on it feels like being in prison; it's a total jerk—hesitant when rising, leading the charge when falling. Every time it looks like it will be strong, it immediately plays dead. If it can't stand above 2,700 again today, I will really have to cut losses with tears!
$ZEC
Current price 1,481, plummeted 3.20%. This thing is definitely my death warrant! I just got in at 1,529, it peaked at 1,599, I just wanted to greedily take some profit and have a sip of soup, but no escape! Instead, it smashed down to 1,442!
I'm tired of watching, really tired of watching. #财报观察员：美光财报临近，AI存储需求成焦点
Sunday early morning review of the ace two: 84000 horizontal consolidation on the second day, which of these three brothers is holding back a big move?
$BTC 84120, even more subdued than last night, the 4-hour Bollinger Bands have tightened to the limit, the window for a breakout is getting closer. After the rate cut was implemented, the market seems to have lost its momentum, but contract open interest is quietly rising — this is a typical "price stable, chips moving" scenario. ETF inflows have continued for 6 consecutive days, totaling nearly 3 billion USD, with clear signs that institutions are placing orders below 84000 to accumulate.
$OKB 120.85, up 0.44%, continues to be the steady anchor among platform tokens. OKB's trend never depends on the overall market mood but on the rhythm of its own ecosystem. Although X Layer hasn't issued calls recently, the on-chain contract deployment volume is quietly climbing. This "doing without talking" phase often indicates chips are transferring from retail holders to whales.
$WLD around 0.41, after dropping from 0.50, has formed a small platform between 0.38-0.42. After that multi-signature address deposited 42 million tokens to Binance, the on-chain selling pressure indicator has returned to normal levels, indicating most of the supply has been offloaded. Altman's iris narrative lacks new catalysts in the short term, but the 0.37 level is a previous dense trading zone; breaking below it would be a new low, while holding it would form a double bottom.
These three brothers, each better at playing dead than the last. But the longer the consolidation, the more concentrated the chips, and the closer the breakout. Who do you think will lose patience first? The Arbitrum Foundation officially launched the Security Program today, upgrading the previous audit subsidy into a full lifecycle security plan. With an investment of about $7.8 million (including 1.76 million USDC + 25 million ARB), it subsidizes smart contract audits for ecosystem projects, adds AI pre-screening, bug bounty, and security committee support, directly lowering the development threshold. 👉🏻Short-term impact Once the news broke, market sentiment will definitely heat up first. Security has always been the biggest pain point on-chain; adequate subsidies mean "relief" for project teams, making new projects and migrating teams more willing to come to Arbitrum. In the short term, it may bring some capital attention and increased trading volume, but don’t expect an immediate surge. $ARB itself is more of a governance token, so the benefits are mostly on the expectation level; the actual price still depends on overall market sentiment. 👉🏻Long-term impact This is the real bonus. High audit costs have always been a bottleneck for small and medium projects. Now that the foundation covers part of it, the quality of ecosystem projects will improve, hacker risks will decrease, and users will dare to put more funds in. TVL and activity will gradually rise, which will truly support ARB’s value. The previous audit program has been running for a year; this upgrade shows the foundation is seriously safeguarding the ecosystem, which is a solid improvement for long-term competitiveness. 👉🏻Overall judgment Mostly positive📈. This is not a get-rich-quick benefit but a solid measure to strengthen fundamentals. With better security, projects dare to build boldly, users dare to stay long-term, and the ecosystem cake grows.$SNDK In the last 12 hours, Sandisk long positions across the network liquidated $4.068 million, short positions liquidated $1.135 million
Last night Sandisk plunged sharply, almost breaking below 1650, the lowest point dipped to 1661, successfully caught the long order placed at 1680. This round of correction should be ending soon, after all, this time it fell from 1900, the correction amplitude has been quite large, and now it has rebounded back to 1716.5. This time the take profit is set at 1800 一句话总结：链上数据在悄悄收紧筹码，但市场情绪已经跑到贪婪区——两者打架的时候，行情最容易横着磨。 链上数据：$BTC 比特币在“消失” 先看一个关键数字：81%的比特币流通供应至少六个月没有移动过。River Financial的数据显示，以比特币约1970万枚的流通量计算，真正“随时可能进入交易所被卖掉”的活跃筹码只剩约370万枚。交易所持有的比特币总量已降至约270万枚，接近六年低位。 更直接的资金信号：过去7天，交易所日均净流出比特币达1.61万枚，流出速度是2025年10月以来最快的。币安单周储备从约70.5万枚降至68.9万枚。 $ETH 以太坊那边也在发生同样的事。目前只有3.49%的ETH供应留在交易所，自6月1日以来又流出了1.16%。约35%的ETH处于质押状态，以太坊DeFi中锁着约530亿美元的价值。换句话说，能随时砸盘的ETH越来越少了。 链上的结论很一致：可卖的筹码在系统性收缩。 资金流向：ETF创纪录，但有“水分” 上周美国现货比特币ETF录得23.86亿美元净流入，创2026年以来单周最高，也是2025年10月以来最强。以太坊ETF同期流入6.899亿美The rebound is meant for selling off, and whales understand this better than anyone. Do you know how much ETH quietly changed hands in the past week? I checked the on-chain data and almost couldn't sit still. A whale holding ETH for three years transferred a total of 112,053 ETH to Bitfinex in the past week, worth $300 million, cashing out $72.83 million. Another OTC whale directly transferred 42,000 ETH to Galaxy Digital on September 23, worth $112 million, a full liquidation; after selling$BTC couldn't even manage a 1,000-point bounce. That is the detail worth sitting with. While $ETH probed 2,630 and got rejected below 2,700, Bitcoin's recovery stalled near 83,500 and simply ran out of buyers — a weak handoff into a week that macro has already claimed. The dominant narrative says dips are for accumulating. The tape says something narrower: this is a market where rallies are being sold, not bought, and the burden of proof sits with the bulls. Start with Ethereum. A bounce to 2,63Yesterday I said 0.115 was the lifeline for $HBAR, today it surged directly to 0.1308 then pulled back — a typical spike with an upper shadow.
Let's talk numbers: in 24 hours it rose from 0.0948 to 0.1221, +28.9%, with an intraday high of 0.13088. At 00:00 today, the 4-hour candle surged to 0.1309 and closed at 0.1217, then volume shrank to 2.4 million contracts, price holding steady at 0.12.
Watch 0.118: today's low hit this level, not touching yesterday's 0.115. If it doesn't break 0.115, funds haven't left; if it breaks, it's a sell-off.
Fee rate -0.001%, flat, no piling up of chasing funds, clean pullback.
With $HBAR pulling back to 0.118, do you add or run first? SUI has clearly weakened, quickly falling back after a mid-session surge, indicating that funds in the public chain sector currently prefer to reduce risk exposure. The advantage of the Sui ecosystem lies in high performance, gaming, and consumer-grade application narratives, but the market ultimately focuses on on-chain transactions, DeFi capital scale, and new project activity. Without strong ecological catalysts recently, high-beta public chain assets often experience greater volatility than BTC and ETH. The current trend reflects heavy selling pressure; to improve going forward, we need to see a rebound in trading volume and simultaneous improvement in ecosystem data. $SUIAlright, no need to say more, short it, all you genius traders. The bear market is back. $ETH has attacked the 2700 level multiple times but can't hold it; it gets smashed down by the bears as soon as it goes up. Earlier, it broke through 2530 and the 2700 mark, then pushed up to 2800, later holding above 2780. In recent days, it has been oscillating between 2635 and 2725. Those trading volatility convergence should be cautious, as sudden directional spikes can happen anytime.
$PUMP's short position yesterday with 19x leverage has a floating profit of $120,000. $ZEC at an average price of 1541.01 without adding positions has a floating profit of $80,000.Alert! Digital gold is loading, 83,000 cards at 99%.
ETF surges in, bullish factors pile up like a mountain, BTC crouches to tie shoelaces—10 billion liquidation mines underfoot.
Breaking 80,516 bulls cremated; above 88,520 shorts cremated. ETH: 2,562 raided, 2,828 ascended.
Don’t ask about rise or fall, ask who hits the line first: breakout → liquidation → stampede → unplug → wail.
The pros know: printing more money means inflation. BTC capped at 21 million, 20.09 million mined, 400 daily, halving in 2028.
Hovering at 83,000, waiting for PCE and nonfarm data. Soft data, weak dollar, BTC gains; hard data, BTC lies down first.
Micron and Hormuz stew together. Don’t panic, you’re an NPC in the liquidation race. Just messing around, don’t go all in.
$BTC $ETH $ZEC
#本周迎非农与PCE关键数据
#财报观察员：美光财报临近，AI存储需求成焦点 Just woke up at seven, first checked the trending list on Ouyi—$ALGO spot is around 0.134 now, climbing from a daily low of 0.115, with a daily high topping at 0.139, about +13% in 24 hours, and trading volume hanging around 8 million USD.
The market $BTC is hovering near 83600, $ETH around 2692, the main coins haven't moved much, hot money is still shifting to these altcoins with volume. ALGO isn't the kind of trash coin that doubles in a day, volume looks decent, but don't get too hyped if it surges too fast.
I'll first see if it can hold around 0.130; if it breaks, look back to 0.120; if it can stabilize above 0.138, then we can talk about continuation. Don't chase highs or fight hard in the morning session.
$ALGO $BTC $ETH #ALGO #Trending #MorningSession #RiskWarning
Investment carries risks, the above is just personal observation and not advice. Manage your position accordingly. │ │
│ 5U → 67000U Challenge │
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│ Day 6 │
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│ Current Assets: 4U │
│ Starting Capital: 5.0 U│
│ Total Profit/Loss: 1U │
│ Total Multiplier: ___x │
│ │
│ Status: Not Profitable│
│ │
│ Today's Discovery: │
│ Fees are invisible hands│
│ │
│ Small Capital + High Frequency = Worn Out│
│ Fewer Trades, More Waiting│
│ │
│ Not Losing is Winning │ Interest rates are the real market makers: BTC's recent drop is justified
Bitcoin fell decisively this week, and gold couldn't hold up either; the two "safe-haven brothers" both took a hit. Many people scoured the news looking for negative factors, but the answer isn't in the crypto world—it's in U.S. Treasuries.
U.S. economic data is too strong, inflation is stubbornly slow to decline, and rate cut expectations keep being pushed back. U.S. Treasury real yields are rising, and non-yielding assets suffer. Gold and BTC are essentially the same type of asset: non-interest-bearing. If you can earn interest holding U.S. Treasuries, who would hold assets that produce nothing? The safe-haven buying from geopolitical conflicts is insignificant compared to interest rates.
Technical analysis also supports this: the 85,500-86,000 level repeatedly failed to break through; a long horizontal consolidation usually leads to a drop. Once broken, leveraged long positions cascade liquidations, liquidation orders hammer the market, and negative feedback amplifies the decline. This is not a conspiracy, it's structural.
In the short term, the crypto market has no pricing power and must watch the Fed's moves. Without a shift in rate expectations, any rebound is just a correction. Don't rush to bottom-fish; first see if key support levels hold.
Brothers, a barrage of data is coming up next. Do you think it's bullish or bearish? Let's discuss in the comments.
$BTC $ETH
#本周迎非农与PCE关键数据
#财报观察员：美光财报临近，AI存储需求成焦点
#美伊继续磋商霍尔木兹开放条件 Don't guess the bottom yet, first see if BTC can hold
For this round of pullback in $BTC, the key is not how much it has dropped, but whether there are buyers below. After the price returned to around $83,100, short-term bears still dominate; previously failing to hold above $85,000 indicates significant selling pressure above.
Technically, it looks weak: RSI is near 32, showing weak sentiment and close to oversold; MACD remains weak with no clear reversal signal; short- and mid-term moving averages are pressing from above. Chasing longs now is not cost-effective.
Look first at $82,700 below. If it can hold here and show volume contraction with a stop in the decline or volume expansion with a rebound, a short-term recovery may come. If it continues to break down, watch the $81,200–$81,700 area. Resistance above is first at $84,100, then $85,000.
My approach is straightforward: don't guess the bottom, wait for support to speak. Oversold does not mean an immediate rise; the real key is whether the price can stop falling at critical levels. This is my personal view, not investment advice.
#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 [ETH Daily Observation] Last night, ETH spiked to 2720 before retreating to oscillate around 2673. Exchange ETH balances remain at multi-year lows, with staking and DeFi continuously accumulating, indicating tight supply; however, large addresses show net selling while retail investors are absorbing, showing clear short-term bullish and bearish divergence. Technically, 2722–2822 remains a supply wall, with key supports at 2650 and 2560. On the macro side, the Fed's hawkish stance and high US Treasury yields suppress risk assets, and the Middle East situation remains a variable.
Personal comment: Contracts will likely repeatedly test 2720–2742 this week, with last week's high at 2802; bottom support has risen from 2626 to 2633, raising the lows, maintaining an overall upward trend. The Fed's rate hike bearish impact for the next month has been priced in, market sentiment is stabilizing, and Bitcoin's strong support adds momentum to ETH. I believe the probability of ETH breaking through $3600 this year is very high, and any pullbacks can be seen as buying opportunities.
⚠️ Personal opinion only, not investment advice. #以太坊 If $ZEC spikes to 5000, how many people will get liquidated, how many will jump off buildings? MD, there’s no real application, no real narrative, it's completely a pump-and-dump scheme by the manipulators to scalp retail. All the chips are in the hands of the manipulators, if you just don’t buy or catch the falling knife, in the end it only rots in their hands. Don’t short it either, let the manipulators kill themselves. Anyway, my advice is, don’t touch it anymore, blacklist it, let the manipu$BTC $ZEC $SUI The BTC decline caused significant losses this time, and I’ve closed all remaining positions. My broader outlook remains bullish, but I made a mistake by continuing to add around $84K–$82K while price was moving against me. The lesson is simple: A bullish thesis doesn’t justify averaging down indefinitely. Risk management has to come first. I’ve accepted the loss and reset my mindset. Now I’ll wait for a better setup rather than forcing a trade. Still bullish. Still here. 🐱 Let’s🚨 BTC and ETH plunge sharply, don’t rush to judge a trend reversal
🔴 Short-term risks
BTC and ETH are falling in sync, with market sentiment clearly weakening. But a short-term pullback does not mean the trend has completely changed; the key is whether the support can hold.
🟡 Key observations
For BTC, focus on 83,000; as long as it does not break down effectively and continue weakening, it can still be seen as a large range consolidation. For ETH, the key level is 2,600; whether it can hold steady will directly affect the strength of the subsequent rebound.
🟢 Capital rotation
Some altcoins have already approached previous highs again, while BTC and ETH have experienced obvious pullbacks. The market seems to be playing a "seesaw." This is worth observing to see if capital is rotating from mainstream coins to high-volatility assets, rather than simply interpreting it as a broad weakening.
📌 **Key points:** 83K and 2600 are the current observation lines. Holding these levels allows waiting for stabilization signals; breaking them requires guarding against further adjustments. Don’t panic because of the sharp drop, nor blindly buy the dip just because support exists—wait for confirmation from price and volume.
#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 #OKX预言家：第二赛季即将收官 150 million tokens directly burned! CORE hard fork, can it solve the root cause of node misbehavior?
CORE v1.0.26 hard fork implemented, 150 million excess minted tokens in the contract were directly burned, while fixing the reward contract vulnerability to prevent nodes from exploiting the loophole to mint tokens again. Once the news broke, many in the community believed the crisis was resolved, but this upgrade did not eliminate the root cause of node misbehavior.
In the 8.31 incident, the malicious actors were the CORE validator nodes. 21 nodes hold the network governance power; major upgrades and crisis handling are decided by internal node voting, while ordinary token holders have no on-chain voting rights. Some nodes are exchanges, creating inherent conflicts of interest.
The hard fork only patched this one code vulnerability and did not add new mechanisms for node supervision, penalties, or removal. Without institutional constraints, even if this loophole is fixed, future code vulnerabilities could still allow nodes to collude and misbehave.
Additionally, 69 million tokens that have already entered the secondary market as ghost chips cannot be reclaimed through on-chain operations, so the risk of sell pressure persists. Token burning is a short-term sentiment booster that can only alleviate inflation expectations and is a symptomatic treatment.
Summary: Token burning can repair short-term market sentiment but cannot solve the structural problem of power concentration in the 21 nodes. The latent risk of node misbehavior still hangs over CORE's BTCFi narrative.Performance of the crypto market during past Mid-Autumn Festival and National Day holidays
$BTC $ETH Historical data shows that there is no stable "must-rise" pattern in the crypto market during the Mid-Autumn Festival and National Day; a more reliable trend is seasonal: September tends to be weak, October tends to be strong, and post-holiday performance depends on macro conditions, BTC dominance, and altcoin liquidity.
Performance during and after the Mid-Autumn Festival
There is no stable "holiday effect" during the Mid-Autumn Festival. Historical data from 2011 to 2019 shows that BTC usually experiences a slight pullback around the Mid-Autumn Festival, generally small in magnitude, mostly influenced by the bull/bear cycle and macro environment at the time.
- Bull market cycle: Even if there is a pullback around the Mid-Autumn Festival, the market may continue to oscillate upward afterward.
- Bear market cycle: After the holiday pullback, the probability of further decline is higher.
- Altcoins: More volatile but more susceptible to BTC fluctuations and liquidity; the holiday effect does not independently hold.
Performance during the National Day holiday (October 1–8)
In the past five years during the National Day holiday, BTC and ETH mostly rose, but not every year.
Year BTC ETH
2021 +4.4% +5.0%
2022 +3.7%–4.1% +3.7%
2023 -1.9% -2.8%
2024 +2.2% +3.1%
2025 Experienced a spike during the holiday, but a sharp pullback occurred on October 10–11 Followed BTC's weakness [$BTC View] Bearish (short-term within 24 hours) [Basis] (1) 2-hour MA20 (83,836) is holding up, indicating weakening mid-term structure; (2) 2 bullish candles within the last 6 minutes of 15 minutes, weak short-term momentum; (3) Price is at 26.7% of the 24-hour range, centered with undetermined direction [Trigger] Above 83,626 and holding two 15-minute candlesticks → bullish view; Bullish view if it falls below 83,062→ bullish or invalidated [Invalid] If a large volume long bullish rebound appears within 15 minutes, it indicates a spike shakeout, and the view in this article is invalid. $BTC Currently, it stands 0.80% below the two-hour moving average (83,836), with the short-term cost zone around here. On the 15-minute chart, two of the last six candlesticks are bullish—selling pressure dominates. Let's talk about the short-term structure first. On the 15-minute chart, $BTC are below the MA20 (83,559) and MA50 (83,403), with the two moving averages converging, indicating sideways movement and waiting for change. The 2-hour range is 82,501 ~ 87,245, with the current price at 13.9%; The 2-hour MA20 is at 83,836, with the price 0.80% below it (on the 2-hour chart). The daily chart shows a complete bullish structure: $BTC's MA20 is at 80,972, up 2.70%; The daily range is 59,560 ~ 87,374,Going long on AAVE for a rebound after a quick reversal, but I still see the big picture as bearish
Checked the market at 6:30 AM
US Treasury yields broke 5.2%, oil prices surged to 106, the overall market is under pressure
But AAVE dropped to around 147, indicators are oversold
I got itchy and took a long position to catch a short-term rebound
You read that right: bearish on the big trend, but going long to catch a rebound — just documenting this 😅
First, why go for the rebound
On the 4-hour chart, KDJ's J value is only 11.49, RSI6 is around 33
Severely oversold, a technical bounce could happen anytime
Bears taking profits and closing positions, bottom-fishing funds grabbing a bite — that's the emotional recovery gap to exploit
Now, why the big picture is still bearish
Macro fundamentals haven't changed: US Treasury yields at a 17-year high
October rate hike probability nearly 70%, money sitting idle earns over 5% interest, who would risk it in crypto?
Bitcoin stuck below 83,000, can't break 84,800 resistance no matter what
Existing funds can only rotate among altcoins, shooting here and there
The overall environment is easy to fall, hard to rise
My judgment
Long position cost near 147, currently floating profit of 0.13 USDT
Account overall earned 0.07 USDT today, total assets 6.7 USDT
Purely a small test, absolutely no heavy positions
Upper resistance seen at moving averages between 151 and 152
Since this is a rebound, take profits when you can, no romance
If it can't break resistance, take profits and leave immediately
If it breaks previous lows, stop loss immediately, no stubborn holding
Large positions remain empty, waiting for a clear big trend
Do you trade these oversold rebounds?
Do you take profits quickly or hold stubbornly as a trend?
If you have longs or shorts, raise your hand and comment below 👇
$AAVE
#本周迎非农与PCE关键数据 $BTC $ZEC $SUI This BTC drop hit hard. I’ve officially surrendered — all positions are stopped out. Funny thing is, the moment I give up, the market will probably decide to pump. 😂 So if you’re bullish, maybe this is your signal. My overall view is still bullish, but I paid a heavy price trying to add around $84K–$82K while the trend was moving against me. Lesson learned: adding to a losing position against the trend can turn a manageable loss into a disaster. No hard feelings though. Reset, One-click code vulnerability fix, the problem of 21-node centralization, a single hard fork is fundamentally unsolvable
CORE v1.0.26 hard fork was successfully completed, the reward contract minting vulnerability was blocked by a code patch, and 150 million excess tokens in the contract were destroyed, temporarily calming the 8.31 crisis. But this hard fork only solves the code bug and cannot resolve the deeper governance conflicts.
The culprit of this vulnerability is the validator nodes in the network. CORE's governance power is concentrated in the hands of 21 validator nodes; major protocol upgrades and crisis handling are decided by the node circle, while ordinary token holders have no on-chain voting rights. Among these nodes are several exchange nodes, inherently creating conflicts of interest.
The hard fork only patched the reward distribution logic and did not add mechanisms for pre-supervision, penalties, or removal of nodes. As long as the 21-node centralized structure remains, there is still the possibility of collusion among nodes to abuse their authority in the future.
At the same time, 69 million ghost tokens that have already entered the market cannot be reclaimed on-chain, so the risk of selling pressure persists. Token burning is a short-term positive sentiment but merely an emergency patch.
In summary: code issues can be fixed through upgrades, but institutional defects in checks and balances of power cannot be solved by a single hard fork. The biggest test of the BTCFi narrative is just beginning.$CFX Conflux Headlines 2026.9.28
1. 【POW Parameters】Current version V3.1.0, total hash rate ≈0.41T, total accounts 25M, yesterday's transactions 7.3+10K, gas fee <$0.00001, CMC global rank #121
2. 【POS Parameters】Total locked 907M, total nodes 68, annual interest rate 8.25% (theoretical calculation), total rewards 255M
3. 【Last Week's Updates】CRC-721 growth slowed, PoS decreased by 1.2M, XUnion's TVL 343K, Nucleon's xCFX minting volume decreased, Swappi liquidity increased, Unitus total deposits and loans 7.16M USD
4. 【Block Updates】USDT0 issuance 20.12M, AxCNH issuance 38.12M, FC/CFX: 1.25
5. 【Overseas Updates】@ConfluxAfrica African community special site Kudihub is now live! The site covers the latest industry news, Conflux community building, and more
6. 【Overseas Updates】On September 29, @Conflux_Network Korean community will hold an offline event in Seoul
7. 【Welfare Activities】Starting September 25, @Conflux_Network continues to distribute 120K CFX to AxCNH suppliers on @dForcenet's Unitus, and 55K CFX to borrowers for two weeks 5.27%, this is the highest yield US Treasury bonds have offered in 19 years
The US-Iran standoff is keeping oil prices high.
Inflation can't be suppressed, so the Federal Reserve has to keep raising interest rates.
The rule is:
Bond yields and prices move inversely.
A yield rising to 5.27% means new bonds have to pay that much interest.
At the moment this triggers:
Old bonds pay less interest than new bonds.
Holders of old bonds want to sell, so prices have to fall.
Asian bond markets follow US Treasuries and open lower.
The 30-year yield has reached 5.55%.
With borrowing costs raised this high, pressure will spread to every leveraged position.
The signal that yields have peaked is when oil prices turn down first.
#本周迎非农与PCE关键数据
#美伊继续磋商霍尔木兹开放条件 $HYPE $ETH "Don't rush, the market is gathering strength"
The US-Iran negotiations have broken down again, risk sentiment is spilling over, and BTC and gold are both falling unusually. The macro environment is indeed tough, but there has been no panic selling in the crypto market; buying support remains, and prices are temporarily stable.
More notably, BTC's market dominance slightly declined this week, with funds showing signs of spreading to ETH and major altcoins. This means that even if BTC continues to pull back, altcoins may not collectively collapse; the rotation structure remains.
On the chart, the 85,000 level has been tested three times unsuccessfully, the rebound lacks continuity, and daily divergence has been accumulating for a long time. It's not easy to directly launch a strong rally in the short term; most likely, there will be further consolidation to digest the overhead pressure.
At this stage, shorting is easy to be proven wrong, and repeated tug-of-war seems more like building momentum for the next move. Strategically, it’s better to be patient and wait for BTC to drop below 83,000 before looking for a long entry window. Consolidation is not a bad thing; the key is not to make reckless moves amid the noise.
#本周迎非农与PCE关键数据
#美伊继续磋商霍尔木兹开放条件 Term Structure Radar
$BTC annualized pricing at three expiration points is not unidirectional: the near, mid, and far-term annualized basis are +4.71%/+5.43%/+5.17% respectively; the near-term contract's raw spread relative to the index is +$338.1.
$ETH annualized basis decreases with expiration term: the near, mid, and far-term annualized basis are +5.24%/+4.68%/+4.50% respectively; the near-term contract's raw spread relative to the index is +$12.10. The near-term annualized basis is higher than the far-term, with higher annualized pricing concentrated near term.
$SOL annualized pricing at three expiration points is not unidirectional: the near, mid, and far-term annualized basis are +1.08%/+2.18%/+1.23% respectively; the near-term contract's raw spread relative to the index is +$0.11.
BTC, SOL: The mid-term expiration breaks the monotonic arrangement, and the difference between near and far terms is insufficient to summarize the entire curve.
BTC, ETH, SOL: All three expiration points are in contango.$AIXBT current price 0.0226, down 13.41% in 24 hours, trading volume 125.9K. $PHA 0.05999, down 12.63%, trading volume 958.3K. $NEAR 4.793, down 12.10%, trading volume 52.7M. Don't forget to spend time with your family while watching the market over the weekend. ① Market Overview
First, look at the $AIXBT/USDT 1h candlestick chart. $AIXBT has fallen from the high of 0.0265, forming a clear five-wave decline. Currently at the end of the fifth wave, the 1h RSI has dropped to around 28, showing a preliminary bullish divergence pattern with price making new lows but RSI not making new lows. The trading volume of 125.9K is relatively thin, and poor liquidity will amplify volatility. ② Key Indicators
Next, look at the Fibonacci retracement. $AIXBT rose from 0.0198 to 0.0265, with the 0.786 retracement level at 0.0212. The current price 0.0226 is just above the 0.618 level at 0.0224. The MACD 1h fast and slow lines are still below zero, but the green bars are shortening, indicating weakening bearish momentum. $PHA lost the 0.06 psychological support level after falling 12.63%, with 0.058 as previous low support. $NEAR 4.793 broke below 4.8, with the next Fibonacci 0.5 level at 4.52. ③ Key Levels
$AIXBT support at 0.0212, resistance at 0.0240. #财报观察员：美光财报临近，AI存储需求成焦点 I took some time to look at UniHexa's documentation; it’s not an AMM-style slippage pool. You set the price yourself and choose to buy or sell, and the system matches orders based on price priority and then time priority. Unfilled orders automatically remain on the order book and can be modified or canceled. The documentation is very clear: matching happens first in the order book, and the actual settlement waits for confirmation on the Bitcoin mainnet. So trades can be very fast, but funds arrival requires confirmation. 2702 USD.
A friend outside the circle just messaged me, asking if ETH is about to take off.
What he doesn't know is that this number was already seen in 2021.
Even less does he know that the intraday increase is only 0.94%.
To put it plainly, it just hovered in place, not even a decent fluctuation.
But the anxiety is real.
Outsiders get nervous when they see the word "breakthrough," afraid of missing out, afraid of being left behind again.
Insiders just yawn at 0.94%.
That's the problem.
What really makes people lose money is never the market itself, but the big bull market picture your mind automatically fills in when you see 2700.
A breakthrough flash news, paired with less than 1% increase, can make two kinds of people excited at the same time.
So, who do you think is really anxious now?
#BTC现货ETF周流入创近一年新高 $ETH Dissecting the CORE Hard Fork Plan: The BTCFi Narrative Game Behind Token Burn
⚠️This article is based solely on publicly available on-chain information and does not constitute any investment advice
The CORE v1.0.26 hard fork has been implemented, directly burning 150 million excess minted tokens in the contract while fixing vulnerabilities in the reward contract. The core trade-off of this upgrade is the firm decision not to roll back the historical ledger, preserving the 69 million ghost tokens already circulating in the market. This is not merely a technical choice but a battle over the BTCFi narrative.
The core belief of BTCFi, inherited from Bitcoin, is that the ledger is immutable. Choosing to roll back transactions might eliminate selling pressure in the short term but would directly shatter the foundational narrative of "Bitcoin-level security," triggering a collective trust crisis among BTC miners. Therefore, the project team prefers to bear massive selling pressure rather than compromise the immutability bottom line.
Token burning is a market sentiment booster, reducing total supply, easing inflation expectations, and stabilizing short-term community confidence. However, the hard fork only fixes code vulnerabilities and does not change the governance structure centralized around 21 validating nodes. The governance conflict caused by excessive node permissions remains unresolved.
On one hand, token burning is used to repair market expectations; on the other, the immutability of the ledger is upheld to maintain BTC miner consensus. Yet, the risk of 69 million ghost tokens still looms, and the structural governance shortcomings remain.
This hard fork is essentially a compromise made to preserve the BTCFi narrative. It stabilizes market confidence in the short term, but long-term challenges continue. Whether the narrative can sustain depends on subsequent constraints on node power.BTC is hovering near $84K, ETH around $2,700, and ZEC near $1,530. The expected levels were: 📌 BTC $84.5K 📌 ETH $2,725 📌 ZEC $1,615 None managed to hold them. The important thing now is not to chase a move after the fact. ZEC has already taken a serious hit, so opening a fresh short at current levels could be risky. BTC and ETH are worth watching for a bounce into resistance before deciding on the next move. Would you rather trade the rebound or wait for confirmation?