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During a bull market, I generally avoid touching coins that keep hitting new lows.
The logic is simple: even if a coin has dropped 80%, a sharp drop doesn't mean it's cheap or worth buying.
I prefer to wait for coins like $ZEC, $HYPE, and NEAR that have already established an upward trend to present a pullback opportunity.
When there's a pullback, I focus on three points:
Whether the open interest (OI) in positions has decreased
Whether the funding rate has returned to normal
Whether it can hold up without falling much when $BTC drops
Only when all three points are met will I consider entering the market.
If the leverage hasn't been cleaned out yet and the price structure has already been damaged, I continue to wait and watch.
I don't need to bet on which weak coin will suddenly surge tenfold.
Instead, it's easier to judge when a strong coin will offer a chance to get in.Funds are buying, prices are falling: The macro backdrop of BTC's pullback
ETF inflows hit 999 million in one day, setting a 2026 record; yet BTC slid from 87245 to 83439. Money is buying, price is falling, who is selling?
Maybe it's not the crypto market, but the bond market. Global debt is 365 trillion, G7 pays 3.3 trillion in interest annually, more expensive than AI + defense + clean energy combined. Governments are busy borrowing new debt to pay old debt, US debt interest increased by another trillion, 10-year yield breaks 5%.
PMI at 58.4, hottest in five years, but costs are also burning: supply chains are clogged, the worst outside the pandemic in nearly 20 years, profit margins are being eaten away bit by bit. Economy is not weak, inflation is not soft, October rate hike expectations will only harden.
The Treasury repurchased 6 billion in long-term bonds on Thursday, trying to hold down yields. But with PMI at 58.4, can they hold it?
Short liquidations account for 80%, new leverage is squeezing in; bullish options cluster at 90,000 and 100,000. The market is betting on direction and also on macro easing first.
This surge and pullback looks more like a repricing, not a death sentence for the bull market. Interest bills are not dropping, so rebounds will be difficult to be smooth.
Is this pullback the mid-stage of the bull market or the end of the rebound?
#BTC冲高回落，市场轮动开始了吗？ #美伊恢复接触，风险溢价会降吗？ $BTC $ETH $SOL 9/24 Bitcoin News Four Key Points $BTC
① Main cause of the crash: US September PMI composite index at 58.4 (strongest since 2021), 10-year US Treasury yield surged to 5.11%, a new high since 2007; October rate hike probability rose to nearly 70%. BTC dropped from 87,300 to 83,900
② Liquidation carnage: $545~600 million liquidated across the network in 24 hours, long positions accounted for over $440 million, more than 126,000 people liquidated; DOGE led the decline with a 7% drop
③ Institutions not withdrawing: Spot BTC ETF net inflow of 2.3 billion over four days, still attracting about 700-1,000 million yesterday; Fear & Greed Index at 71, still in the greed zone
④ Today's highlights: Four Federal Reserve officials speaking intensively; Friday sees $18 billion options expiry + CME futures settlement, volatility expected to increase
In short: Macro pressure on top, institutions supporting the bottom, 84,000 is the short-term lifeline.
$ETH $DOGE #BTC冲高回落，市场轮动开始了吗？ #美伊恢复接触，风险溢价会降吗？ #财报观察员：好市多Q4财报即将公布 #美伊恢复接触，风险溢价会降吗？
Reports indicate the US and Iran have resumed diplomatic contact, yet crude oil futures bulls have violently pushed prices higher against the trend, with Brent (BZ) soaring 2.24% and WTI (CL) surging 1.60%, showing the market's geopolitical resilience characterized by "good news fully priced in, buying rebound."
Verbal contacts fail to mask physical supply anxieties: diplomatic statements cannot cover the objective reality of damaged Middle East oil production facilities and fragile transport routes, with downstream refineries refusing to pre-sell hedging contracts before any substantive agreement in negotiations.
Short covering drives futures basis expansion: speculative shorts betting on negotiation settlements face a short squeeze, and extreme uncertainty over ceasefire conditions prompts hedging funds to rush back into near-month contracts.
Secondary inflation threat weighs heavily on global central banks: the consecutive rebound in oil prices significantly raises imported inflation expectations, making the tightening environment post-Fed rate hikes even harder to ease, continuously suppressing the valuation of interest-free assets.
Crude oil rallies over 2% against the trend on geopolitical reconciliation news, raising the question: does this signal an imminent full-blown Middle East energy supply crisis, or is it the last bull-bear trap by major players before a breakthrough in negotiations?
$CL $BZ $XAUT
#原油期貨 #美伊局勢 #地緣政治 #輸入型通脹 #OKX如果把这周的盘面当成一次情绪测温，那么BTC、ETH和SOL正好站在三种温度里。 你猜现在最敏感的是谁？ 我自己盯下来的感觉是，情绪没有回到全面亢奋，但也没有继续往恐慌里掉，更像在挑层级。BTC还在当流动性和心理的轴，84K附近要守住，85K才是修复能不能被确认的门。它现在交易的不是暴富叙事，而是大资金愿不愿意继续把风险预算放回来。 ETH在2.67K附近，结构上比前阵子稳，2.56K到2.60K是它不能丢的防守带。技术面偏积极，但真正关键是它能不能在BTC横住时走出相对强度。如果能，那山寨的情绪会跟着松一口气；如果不能，ETH就只是被动跟涨，山寨更难接棒。 SOL在114附近，对风险资金最敏感，弹性大也意味着回撤更快。它像情绪的温度计，涨时冲得最前，退潮时也最先被卖。ETF和机构资金的变量还在，但短线更该看价格、成交量、未平仓合约，以及关键支撑阻力处的反应。 偏多路径是BTC稳住84K上方并站回85K，ETH守住防守带后转强，SOL放量跟上，风险偏好才会从主流慢慢外溢到山寨。偏空风险是BTC失守84K，ETH跌回2.56K下方，SOL率先走弱，那情绪会重新收缩，山寨的反弹容易变成诱多#BTC pullback after rally, has market rotation begun?
Bitcoin touched $87,000 before entering a high-level oscillation, pulling back 0.45%. $ETH bucked the trend, closing up 0.43%. Glassnode's cycle indicator officially switched to "altcoins dominant," with high-level sedimented funds flowing comprehensively into secondary assets.
Seventy-two point five percent of assets outperform breaking the bloodsucking effect: On-chain data shows that in the past week, 72.5% of tracked assets' returns outperformed Bitcoin. NEAR, UNI, and Meme sectors have erupted in turn, with market risk appetite shifting from unilateral to diversified.
Institution-led reshaping of the four-year halving pattern: Continuous accumulation by spot ETFs and corporate treasuries has completely changed the previous retail-driven bull and bear rhythms. The traditional historical model of "post-halving surge then crash" faces structural failure.
Rotation sustainability depends on the magnitude of the market pullback: If Bitcoin's correction can hold the $82,000 integer neckline, overflow profits will support altcoins in launching a main upward wave; once key support is lost, liquidity faces the risk of reverse drainage.
Is this comprehensive catch-up rally of altcoins a carnival born from institutional bull market overflow, or a typical cover retreat trap before Bitcoin tops out?
$BTC $ETH $SOL
#BTC #AltcoinSeason #SectorRotation #CryptoCycle #OKXLooking at the leaderboard for a long time, here’s an easy pitfall to avoid.
There are plenty of people with high returns on the leaderboard, but not many can consistently lead trades for more than half a year — I pulled some data, and an average of 424 days leading trades is considered a long time.
Many people choose trade leaders by looking at returns at first glance, which is almost the easiest way to get burned — high short-term returns often mean high leverage and severe drawdowns. My own criteria are only three:
- The leader has been active long enough (at least through one full cycle of ups and downs)
- Can withstand the maximum drawdown
- The number of followers steadily increases, not fluctuates wildly
Returns are the result, not the cause. Those who survive long-term naturally don’t have poor returns.
Which metric do you value most when choosing a trade leader? Let’s discuss in the comments.
#CryptoMarket #BTCCan I still go long now? I'm still biased towards long, but won't chase the highs.
$ETH is oscillating around 2690, the moving averages are starting to turn upward. Holding 2680, continue to watch 2725→2770; a volume breakout above 2770, 2800-3000 is the bullish space.
$ZEC has retraced over 5%, but the weekly chart remains strong. 1500 is the key support, reclaiming 1560 targets 1600-1650; break below 1480, wait and see first.
$SNDK key support is at 1800, 1850 is the confirmation level for a renewed strength, if lost, wait for stabilization.
I took this position from 2480 to 2690, with unrealized profits exceeding 8500U, planning to hold longer this time.
But remember: don't chase big bullish candles, especially with 100x leverage, even if the direction is right, you can't withstand the spikes. This round of airdrops is basically a stock game of testnets and social tasks. NFT certificates like Galxe and Zealy have become ubiquitous; without new narratives or institutional buying, it's hard to generate excess Alpha. The real short-term odds lie in tokens whose liquidation structures have been built up by the bulls themselves, such as NOM.
Looking at the market, there is obvious selling pressure above 0.0028, with active sell volume at 51.4k versus 27.7k buy volume, sellers are completely dominating buyers. When the red light was on, I glanced at the liquidation chart; there is a large amount of long stop-loss liquidity stacked between 0.0025 and 0.0026. Once this area breaks, a chain of forced liquidations will inevitably follow. The main target for sweeping orders below is 0.0023.
Currently, the price is 0.002624, stuck at the upper edge of the support zone, and the rebound momentum is weakening.
For operations, here are two triggers: if the rebound fails to break through the 0.00268 to 0.00272 range, go short directly; if it breaks below 0.00255, chasing shorts is also valid. Stop loss should be uniformly set above 0.00285, with the first take profit at 0.00245, and if broken, look to 0.00230.
$NOM
#美债收益率全面走高，高利率为何难降？
@OKX星球 In the future, when browsing social platforms and seeing the market trend of a cryptocurrency, you might soon be able to jump directly to the trading page.
On September 22, a new announcement was seen:
X has launched a new feature for U.S. users that connects cryptocurrency and stock market data with external trading services.
However, one detail is worth noting:
X itself has not become an exchange; actual trading is still conducted by external partner platforms.
This made me think of a question.
Previously, when seeing a financial blogger say a certain coin would rise, you still had to open market software yourself to check.
Now, social platforms are continuously shortening the distance from seeing a message to entering the trading page.
The user experience is indeed more convenient.
But whether the message itself is true, or whether the person posting has any vested interests, does not become more reliable just because of an added feature.
In the future, when judging a market message, the source of information might be more worth paying attention to than before.
#BTC #cryptocurrency #fintech #Exploring Tokenization and 24/7 Trading of US Stocks
US stocks are moving closer to 24/7 trading + tokenization. The CFTC chairman recently stated that some assets might be suitable for around-the-clock trading; NYSE has also signed an MoU with Blockchain.com to explore tokenization of US stocks and ETFs.
Once US stocks truly achieve 24-hour trading, capital during Asian hours will have more options.
In the past, "168 hours of uninterrupted trading" was a unique advantage of the crypto market, but this advantage may gradually be caught up by traditional finance in the future.
When US stocks can also trade 24/7, who will lose the exclusive advantage first: crypto or Asian exchanges? 👀The problem with gold is that its safe-haven premium in this round is built on a fragile assumption: when conflict pushes oil prices up, driving inflation expectations and forcing the Federal Reserve to maintain a hawkish stance, the rise in real US dollar interest rates actually suppresses gold prices. COMEX gold plunged 10% in a single week in March, marking the longest consecutive decline since October 2023. Multiple banks have issued intensive risk warnings, with the core advice being to reasonably control positions. Gundlach clearly stated after the April meeting to temporarily avoid gold, warning that a drop below $4000/ounce cannot be ruled out. The geopolitical premium for gold has been hedged away by interest rate logic, so positions naturally cannot be maintained.Crude oil is the asset that reacts fastest and has the most forward-looking pricing in geopolitical conflicts. After the US-Iran ceasefire statement, Goldman Sachs pointed out that the risk premium at the front end of the crude oil curve has already declined, with Brent risk premium around $20–25 per barrel at the end of March, dropping sharply to $5–8 per barrel by mid-April. The funds settled in Shanghai crude oil futures shrank by more than 40% from the historical high of ¥42.371 billion on March 19 to ¥25.311 billion in less than a month. Historical reviews repeatedly confirm: after most Middle East geopolitical events, crude oil risk premiums tend to quickly retract within several weeks to three months. The premium moves faster than fundamentals, and position cuts also happen faster than fundamentals.#AMD market cap surpasses $1 trillion, chip stocks surge collectively
A sudden drop to one-third of the original stock price does not mean the account lost two-thirds. But if protective orders also fail simultaneously, the risk is a completely different matter.
KIOXIA will undergo a 1-for-3 stock split, and OKX plans to adjust the KIOXIA/USDT perpetual contract around 15:00 on September 28, during which trading will be temporarily suspended. After the adjustment, the position quantity will become three times the original, the mark price and liquidation price will be about one-third, and the notional value and account equity will basically remain unchanged; unrealized P&L will be converted into realized P&L and included in the balance.
The orders that really need manual handling are the ones. Regular pending orders will be adjusted proportionally, but take-profit and stop-loss orders, conditional orders, trigger orders, and strategy orders may be canceled or suspended. In other words, the contract value does not shrink out of thin air, but the original risk control protection may temporarily disappear.
If I hold this asset, I would first verify positions and pending orders before the adjustment; after trading resumes, I would check quantities, average price, liquidation price, and balance, and finally rebuild take-profit and stop-loss orders. The corporate action itself is value-neutral, but the protective orders not re-established are not. $KIOXIA $USDT There is a pretty obvious contrast in today's market.
Big brother $BTC surged past $87K then pulled back to around $84K, entering a short-term phase of finding support again. On the downside, watch $83.5K first; on the upside, $87.3K remains a key level to break through again.
On the other hand, $ZEC is still fluctuating strongly between $1.5K and $1.6K, showing much greater elasticity than BTC.
Interestingly, BTC spot ETF capital flow remains positive, which temporarily adds a layer of capital support to this round of pullback.
One looks at capital, the other at elasticity.
Next, I will focus on two signals:
Whether BTC can hold $83.5K, and whether ZEC can truly break through $1.6K.
If one holds steady and the other breaks through, the market's risk appetite may see new changes.👀
Are you more focused on $BTC or $ZEC right now?
The above is just my personal market record and does not constitute trading advice. $DOGE
With this wave of meme coin retreat, DOGE is a touchstone.
At 0.0932, down 6.5% in 24 hours, the drop doesn't look big, but it is the anchor of the entire meme sector. When the leader shakes, the smaller ones all fall behind.
The real danger lies with the small coins. Lobster dropped 35% in one day, a direct halving-style crash. Those meme coins without liquidity or fundamentals can't even find buyers when the tide goes out.
What I'm watching is capital behavior: the market hasn't crashed, only this meme segment is getting hammered, indicating hot money is withdrawing, not systemic risk. At times like this, the worst thing is to think "it’s dropped so much it should rebound."
My stance: DOGE at 0.091 is a short-term defense line; if it holds, it can stabilize; if it breaks, this meme cycle isn't over yet. Don't rush to buy small coins; wait for hot money to return.
Only when the tide goes out do you know who's been swimming naked—this saying never gets old in the crypto world.
Are you still holding the meme coins in your hands?
$DOGE #美伊恢复接触，风险溢价会降吗？ 美伊时隔数月在联大期间恢复接触，特朗普称会谈“富有成效”，双方计划再谈。市场关注风险溢价是否松动。 👉🏻短期影响： 接触本身就是缓和信号，霍尔木兹海峡相关担忧稍有缓解。 原油$CL 容易承压回调，风险溢价回吐。 黄金($XAU )避险需求减弱，短线可能震荡偏弱。 加密市场作为风险资产，情绪偏暖，资金从避险转向风险偏好，$BTC 等有机会跟涨。 👉🏻长期影响： 关键看后续能否落地。 若真谈出协议、海峡通航改善，油价中枢下移，全球通胀压力减轻，利好风险资产，加密市场长期更受益于宽松预期。 黄金则失去部分地缘支撑，但若利率环境转好仍有支撑。 谈崩的话，溢价会重新抬升，油价和黄金会再起，而加密市场将承压。 👉🏻综合判断： 目前偏利多风险资产、利空原油短期，中性偏多加密。 真正降溢价还得看实质进展，现在只是预期改善。 👉🏻新手启示： 地缘新闻别追着炒，先看市场实际定价。 风险溢价降不等于一路涨，波动才是市场常态。 仓位控制好，别满仓赌方向。 👉🏻现在是否适合入场： 可以小仓位关注加密和黄金的回调机会，但不建议重仓。 等下次会谈结果或实际通航U.S. stocks on-chain, the first thing to change is which app you open
Previously, when discussing tokenization of U.S. stocks, everyone focused on "whether you could buy stocks at midnight in the future." This time there is a more concrete development: on September 23, the New York Stock Exchange and Blockchain.com announced the signing of a memorandum of understanding, planning to allow Blockchain.com users to access tokenized U.S. stocks and ETFs through the digital trading platform proposed by the NYSE.
Note, this is still a cooperation plan; the service has not yet launched, and implementation still depends on the platform rollout and required regulatory approvals.
I am more interested in another detail: the two parties also plan to share market data. Traditional institutions will be able to receive crypto market data, and crypto applications will also be able to see more real-time U.S. stock information. Beyond what to buy, the channels for obtaining information and entering the market may gradually converge.
But longer trading hours do not mean good liquidity at every time slot. To truly judge the experience, we still need to look at spreads, depth, fees, and user qualifications after launch. The most hyped news is "around-the-clock trading," but what users care about most is often "how much money can I actually get when I click sell."
Are you more looking forward to having more asset choices, or being able to trade on weekends?
#UStokenization #RWA #MarketTrendsThe market continues to decline steadily, with bulls fighting and retreating. The RSI indicator has fully entered the oversold zone, but the market still shows no decent rebound; the aftereffects of deleveraging persist.
$BTC: Weak oscillation, RSI fell below 35. On the news front, StarkWare announced a significant reduction in quantum-secure transaction costs, which is a long-term technological moat benefit, but short-term funds are not buying it at all. Against the backdrop of macro drain and ETF outflows, technical recovery seems far off and requires time to create space.
$ETH: Relatively resistant to decline but still weak. a16z announced the establishment of a school to reshape the developer ecosystem, which is a long-term layout. However, during the liquidity downturn, ecosystem benefits cannot immediately translate into buying pressure, so ETH can only passively follow the market bottom.
$XRP: Leading the mainstream decline, RSI fell below 33. The direct trigger is the escalation of a security incident—about 11.7 million XRP were affected earlier, causing panic selling. After being oversold, a technical rebound could occur at any time, but before the event fully unfolds, funds dare not easily enter to catch the falling knife.
RSI oversold does not mean an immediate reversal. What the market lacks now is not technical indicators but confidence and incremental funds. Deleveraging continues; do not blindly bottom-fish, wait for a right-side stabilization signal. Not sure if the bull market has arrived, but all the experts are definitely back.
Yesterday they were still asking what the red candlestick means, and today they're already predicting Bitcoin at 100,000, Ethereum at 5,000, and altcoins multiplying a hundredfold.
The biggest bubble in the market is sometimes not the coin price.
It's the misunderstanding of one's own intelligence after just two days of profit. #BTC冲高回落，市场轮动开始了吗？ $ONE profit is 300 USD, funding fee is 1300 USD, I know there will be a waterfall, but I can't outrun it, the funding fee, 400 USD per day. #Exploring Tokenization and 24/7 Trading in US Stocks
Brothers, this is bigger than you think.
The CFTC chairman personally stated that financial markets must prepare for large-scale tokenization, on-chain finance, and 24/7 trading. Right after, the NYSE partnered with a digital asset platform to tokenize US stocks and ETFs, and also to explore 24/7 trading.
What does this mean? Previously, we talked about asset tokenization; now it’s about trading hours, settlement, and collateral systems. The US stock market’s 8-hour window exactly misses Asia’s daytime. Once it becomes 24/7, global capital can flow in and out anytime, completely changing the whole logic.
What impact does this have on the crypto world? Two layers.
First, crypto infrastructure is being recognized by traditional finance. On-chain settlement, tokenized assets, 24/7 trading — all things we’ve been playing with. Now they want to use this system to transform themselves, which is a solid long-term positive for DeFi and RWA.
Second, it might not pump prices in the short term; it could even siphon liquidity. If US stocks can trade 24/7, some money that used to play in crypto might turn to trading tokenized US stocks instead. This is a liquidity competition, not an injection.
My view is simple: this is a structural change, not a short-term bullish signal. The walls between traditional finance and crypto are being torn down piece by piece, and the direction is consolidation. But don’t expect this news to directly push the big market to 90,000; the market still follows macro liquidity. #US 10-Year Treasury Yield Hits 19-Year High
This news is actually a bit strange..
Bitcoin fell back below 84,000, but it wasn’t the worst performer.. Dogecoin dropped 7% in one day, ZEC, XRP, and HYPE each fell 5% to 6%, Ethereum, SOL, and BNB only dropped 2% to 3%, and TRX barely moved.. Most people see this as "crypto pulling back again," but what’s really worth watching might not even be on the crypto side..
At the same time, another event was happening.. The US 10-year Treasury yield closed at 5.11%, jumping 15 basis points in one day, reaching a nearly two-decade high.. And three things collided that day — Brent crude rebounded over 4%, returning near $104, ending a six-day losing streak; the US business activity index rose to 58.4, the strongest in over five years; the Treasury’s $7 billion five-year note auction cooled off, with a winning yield of 5.033%, the highest since 2006, and buyers demanding a bit more yield to take it on..
This is where things start to differ.. When you can get 5% yield by doing nothing, non-yielding assets have to be recalculated.. Holding one Bitcoin essentially costs you the "foregone risk-free rate," and the higher the rate, the more expensive that cost becomes.. At the same time, leveraged positions become more expensive to finance.. So this round of decline isn’t because something went wrong on-chain, it’s because the denominator changed..
What’s more interesting is the order of the decline.. The more emotionally priced and further from cash flow the asset is, the faster it bleeds — Dogecoin, ZEC, XRP, and HYPE fall into this category, while BTC and ETH, tagged as "assets," fall the least.. This isn’t panic, it’s capital reallocating by tier..
Capital hasn’t left the market; it’s just moved to earn interest elsewhere.. The yields on short-term debt, cash, and money market funds are right there, and what’s being pulled out this round are precisely those chips with "story premium" making up the bulk of their valuation.. Look at TRX, which fell the least — it has no story, no imagination, so it’s unaffected..
But here’s the problem.. This round of pressure isn’t from a single source.. The oil price rebound pushed back rate cut expectations, strong business activity gave reasons "not to rush rate cuts," and the weak five-year auction shows even Treasuries themselves are being priced higher — three lines pointing in the same direction, hard to call it coincidence..
What’s really worth watching are two points.. One is the roughly $14 billion options expiring on Friday, with a large block of call options at the $85,000 strike price pressing down, and market makers’ hedging will amplify volatility.. Two is the results of upcoming Treasury auctions; if they continue to cool, yields have room to rise further..
The reversal clue is here: if rates stay high for a while, the first to be repriced in crypto won’t be BTC, but those relying solely on narratives.. But once the market starts confirming rates have peaked, those high-beta names that fell hardest today will often be the first to bounce back.. Now, the question isn’t who fell the most, but how far this "risk-free rate money grab" will go before it stops..The policy question is larger than crypto adoption. If public-private support for dollar stablecoins develops, the real test will be whether onchain convenience translates into durable demand for dollar savings and short-term Treasuries. That link is plausible, but plans, partners and timing are still undecided.
#USStablecoinsGoGlobal Did nothing, just went to the restroom, and when I came back, the K-line had already done the work for me. Last night before bed, I was still watching $HYPE, originally just waiting for a pullback confirmation, but unexpectedly the market didn’t even give a signal and just pushed straight up. At that moment, I was stunned; the profit came too suddenly.
I saw the support didn’t break, the bottom was consolidating sideways making people sleepy, but funds quietly entered. At that time, I only said one thing: hold if it doesn’t break, exit if it does, don’t scare yourself in the choppy market. Prediction isn’t magic, it’s about the right position, and the win rate naturally goes up.
Don’t lose patience in the choppy market and then try to regain dignity in a one-sided move.
This morning when I opened the market, from 83.448 to 92.166, +523.49% was right there. The earlier hesitation was real, but the breakout was truly sweet. Take profits on 70% first, keep 30% at cost price for protection, if it continues to rise, let the profits run, don’t be greedy for the last bit.
Now is not the time to rush; chasing highs easily leaves you stuck at the peak. Wait for a more comfortable position in the next round, I will notify immediately. Risk control done upfront is called being rational; cutting losses after losing is called decisive action.
$XRP $BTC $BTC Fear when others are greedy — everyone can recite this, but few actually do it.
Today, I did.
5 BTC short positions, a return of +100.79%, just doubled.
The profit is substantial, but I'm ready to close the position.
Volume and price divergence on the chart, sentiment overheated.
When the profit is sufficiently rich, overcoming greed is harder than overcoming fear.
Rather than panicking when the storm comes, it's better to leave calmly when the sea is calm.
Profit in hand is real profit; what's on the screen is just numbers.
Today, I'm leaving first. #BTC冲高回落，市场轮动开始了吗？ #BTC冲高回落，期权到期放大关口博弈 #交易之声：你的经验值得被听到 $BTC Bitcoin surged to 87,300 before turning back down to 83,000, dropping 2.4% in 24 hours. Ethereum fell to 2,680.
In the past 24 hours, the entire network liquidated $513 million. Long positions liquidated $443 million, while shorts only liquidated $70 million. 118,000 people were wiped out in one wave, with the largest liquidation happening on Binance, where a single Ethereum long position was liquidated for $10.04 million.
Longs got buried alive.
Why the drop? The US 10-year Treasury yield soared to 5.11%, the highest since 2007. Strong PMI data combined with hawkish Fed officials' speeches led the market to reprice rate hikes. Oil prices rebounded to $104, and the Iranian president made a tough statement at the UN General Assembly, bringing inflation concerns back.
But institutions are still buying. BlackRock's IBIT had a net inflow of $166 million yesterday, marking the fourth consecutive day of net inflows. Bitcoin spot ETFs have accumulated over $2.3 billion inflows in four days, with BlackRock and Fidelity taking 98.8% of that. Institutions are adding positions on the dip.
ETFs are buying, Treasury yields are soaring, longs are liquidating. Bitcoin dropped from 87,300 back to 83,000.
And I lost even 0.35 U.
A few days ago, two short positions on ZEC and ETH with 50x and 75x leverage were both liquidated. When I was liquidated, Bitcoin was still above 76,000; by the time it surged to 87,000, I was already out. Today it dropped back to 83,000, which has nothing to do with me.
Let's discuss in the comments: can the 83,000 level hold, or will it continue to crash lower? ⚠️ $BTC & $ETH｜Short-term structure remains weak
Currently, it is more important to focus on confirmation after the pullback rather than rushing to bottom-fish.
🔻 BTC • Break below $84.2K → watch $82.8K
• If it further breaks down → around $81K may become the next observation zone
• Reclaiming $86K → short-term bearish logic needs to be reassessed
🔻 ETH • Break below $2.68K → watch $2.55K
• $2.50K is a deeper support level to observe
• Reclaiming $2.75K → pullback structure needs to be re-evaluated
📌 Market catalyst: Recently, BTC ETF funds still show significant inflows, indicating institutional demand has not completely faded; however, after BTC pulled back from recent highs, the battle between price and capital flow is intensifying.
At the same time, geopolitical risks, oil prices, and US Treasury yields may still amplify risk asset volatility, making short-term fluctuations more prone to a "sharp drop → rebound → retest support" pattern.
🎯 My approach: First look for price confirmation, then check volume and OI. Don’t short just because of a big bearish candle, nor rush to go long due to a quick rebound.
The key is not to guess the direction but to wait for market confirmation.
#BTCPullback #ETH #CryptoMarket #AltRotation #USIranRiskPremium High interest rates are usually the nemesis of gold: bonds pay interest, gold does not; when the dollar strengthens, the opportunity cost of holding gold also rises. The recent decline in gold prices is exactly this logic at work.
But strangely, even though the US 10-year Treasury yield has broken through 5%, gold has not been completely crushed. The reason is that another force is hedging against the interest rate pressure: global central banks continue to buy gold, geopolitical risks repeatedly emerge, and investors are increasingly worried about US fiscal discipline and monetary credit. Gold is transforming from a simple "rate cut trade" into insurance against sovereign credit risk.
Therefore, high interest rates can suppress the speed of gold's rise, but may not destroy its long-term demand. In the short term, it depends on the dollar and real interest rates; in the long term, it depends on whether central banks continue to reduce reliance on a single reserve currency.
I do not agree with the simple formula "high interest rates mean gold must fall." What gold truly fears is the world becoming stable again and fiscal credibility being restored, and neither of these seems to be happening right now.
#高利率下，黄金还能走多远？ 🔷 $3.17M bet on $BTC at $95k
• Largest options trade of the day — call butterfly
• Calls bought at 90k and 100k (30/10), 2x 95k sold
• Five blocks through Paradigm; max profit at $95k
• Inside 90-100k is profit, outside — entire premium burns
• Laser Digital: demand for bullish calls is growing
🧠 Butterfly — a bet on the price level, not direction: BTC should be at $95k on October 30. October anchor: floor 90k, ceiling 100k
⚠️ Outside 90-100k the structure burns to zero
❓ Will BTC land at $95k by 10/30?👇This trend doesn't even require me to think; the account is dancing on its own. When the market was just crashing in the morning session, I said $ONE's current pump feels too much like a trap, every rally falls just short, and the selling pressure is very strong. The resistance above is obvious, the short position logic is solid.
Don't get greedy with profits, don't despair over pullbacks.
From 0.0056752 to 0.0020584, a +637.36% gain, nailed it directly. The wait was worth it, this rhythm was really satisfying. Time to treat myself to a good meal.
First, take profit on 70%, protect the remaining 30% at cost. If it continues to drop, let the profits run; if it rebounds, don't panic. Take profits when you should, don't be greedy for the last bit.
For those who haven't entered, listen to me: now is not the time to rush. Wait for a more comfortable position in the next round, I'll notify you immediately. The market isn't short on opportunities, it's short on patience.
$SOL $ADA #美债收益率全面走高，高利率为何难降？
🔥U.S. Treasury yields are rising across the board, with the 10-year heading toward 5% again. Why can't high interest rates come down?🏦
We need to get to the root of this. People used to think that when inflation falls, interest rates would naturally drop, but that's clearly not the case. Three tough issues are holding it back:
First, U.S. national debt has broken 40 trillion and new debt keeps being issued. With such a large supply, yields naturally have to rise; otherwise, who would buy?
Second, oil prices have broken $100, diesel is over $6. The Middle East situation is still unsettled, and inflation could flare up again anytime. The Fed dares not ease, fearing an early inflation rebound.
Third, the Bank of Japan is raising rates, causing global carry trade funds to flow back. When liquidity tightens, large pools like U.S. Treasuries are hit first.
In short, this is not a cyclical issue but a structural one.
The impact on crypto is very direct. With a 5% risk-free return on the table, why would institutional funds take risks buying volatile crypto assets? After Bitcoin surged to 87,000 and started to pull back, there’s no big money supporting on-chain; it’s all leverage within exchanges propping it up. Under these conditions, altcoin rotations are just "firing a shot and moving elsewhere," with very poor sustainability.
Operationally, keep holding on. Those with spot positions should hold steady; never bet on direction with contracts. During this high-interest-rate macro suppression period, holding U is more important than anything. Don’t try to guess when the Fed will cut rates—you can’t predict it. When yields really drop someday, the big rally in risk assets will naturally come.⚖️
Do you think U.S. Treasury yields will break through 5% this time?👇Many people rush to buy the dip when they see the RSI fall below 40, but they overlook one premise: oversold does not equal bottoming out; the key is to see who is falling more "restrained" within the same sector. Currently, the Fear and Greed Index is at 71, and the market is still in the greed zone, but the Meme and AI sectors have already shown obvious divergence.
A horizontal comparison of three candidates: $MUBARAK plunged 23.07% in 24 hours, with an amplitude of 80.08% over 30 K-lines, and the price has smashed through the lower Bollinger Band at 0.0494, indicating an emotionally out-of-control sell-off; $PEPE dropped 11.27%, RSI 33.4, also breaking below the lower band, clearly showing weakness. Meanwhile, $TAO only fell 7.77%, RSI 39.7, although in the weak zone, it is clearly more resistant to the drop, and the MACD histogram is still +0.7039, indicating that bullish momentum has not been completely destroyed—this is the only one among the three that has maintained momentum structure during the decline.
From a technical perspective, $TAO's current price of 286 is between the lower Bollinger Band at 278.03 and the MA5 at 289.04. MA5 < MA20 indicates short-term moving average pressure, but prices close to the lower band often correspond to a rebound window. The funding rate of +0.0050% is positive, indicating that bulls have not massively retreated and sentiment has not reached extreme panic. 🔥🔥🔥 "Psychological Counseling for Accounts"
Invite $BTC, $ETH, and $DOGE into the psychological consultation room. Before the doctor even speaks, the three already show distinct styles. $BTC sits on a leather sofa, suit unwrinkled, saying it is doing "digital gold cognitive therapy": pullbacks are meditation, volatility is retreat, while others are anxious it counts breaths. When asked about sleep, it replies, "Calculated by year, not by candlestick," with a sense of security as strong as using a safe as a pillow. It has drawbacks too; its slow rise gets complaints from family saying it’s like a fixed deposit coming to life.
$ETH sits on a plastic stool, hugging a notebook and narrating: smart contracts, Rollups, staking all running, but it gets palpitations whenever interest rate news comes. The doctor advises it to compare less, but it insists on watching Bitcoin’s gains; told to reduce leverage, it secretly keeps changing stop-losses, like repeatedly checking if the door is locked. Its problem isn’t poor technique but trying too hard to prove "I’m more resilient than my dad," turning resilience into an ECG. The advice is simple: treat ETH as an apprentice learning skills, give it fixed pocket money, watch on-chain data, and don’t add positions just because it’s working overtime.
$DOGE is lying directly on the carpet. When asked about symptoms, it tweets trending topics, dog heads, and rocket emojis. It doesn’t talk about net value but about the community, not about support but about when Musk will smile. The psychological assessment writes four words: impulsive excitement. Going 100x is called bravery, liquidation is fate, breaking even is the moon. The doctor’s prescription is the toughest—pocket money capped, anything over confiscates the phone, only allowed to post emojis, no contracts allowed.Positive news landed, yet $BTC bowed first with a drop. The US-Iran talks lasted three hours, Trump declared "talks went very well," and oil prices promptly fell below $100. Logically, with the geopolitical risk pressure lifted, risk assets should breathe easier, and BTC should naturally push upward.
But the market refuses to buy it. BTC slid intraday from $87,251 down to around $84,300, with OKX dipping as low as $83,856. Yesterday we were still dreaming of 90k, today it can't even hold 85k. My short positions didn't profit, and my longs took a heavy hit.
The most ironic part is that the US spot ETF saw net inflows of $1.59 billion for three consecutive days. Money clearly came in, yet prices went down. What does this mean? Sellers on top outnumber the incoming money. Low-level holders are taking profits, trapped holders finally got their chance to exit, and with the short covering momentum fading, once the buying stops, prices naturally can't hold.
Now the key is whether 85k can be quickly reclaimed. If it can, this wave can still be seen as a shakeout; if it stays below, the previous rise looks more like a short squeeze rather than the start of a new trend.
The bad news is gone, ETF money has arrived, yet BTC still chooses to go downstairs. Looks like the people upstairs are not just selling coins, they've even moved out all the furniture.
#BTC冲高回落，市场轮动开始了吗？ ？ #美伊恢复接触，风险溢价会降吗？ $SKHYNIX Hynix short positions all closed, preparing to take a long position
$SNDK SanDisk long positions, open some at this level, if the US stock market drops sharply tonight, it will be a test of support, personally I don't think there will be any major issues.
$TEM Continue holding long positions until around 72 before considering adding more.
Set a smaller stop loss for the new long position this time, 5 points stop loss.
How the market moves is its own business, but we must guard against major risks.
#AI模型集体降价，竞争转向成本 DOGE suddenly leads the decline, but the problem may not lie with DOGE itself
Today, DOGE dropped about 7% at one point, significantly underperforming BTC; during the same period, XRP, ZEC, and HYPE also fell about 5%–6%, while BTC retreated to around $84,000.
This time, I am more inclined to see it as a collective risk reduction among high-volatility assets rather than a sudden major negative event specific to DOGE.
The key variable is U.S. Treasury bonds: the 10-year yield rose to 5.11%, combined with a rebound in oil prices and stronger-than-expected U.S. business activity data, causing funds to start worrying again about inflation and high interest rates. The higher the yield, the less willing the market is to bear extra volatility for high-risk assets.
Next, I am watching two signals:
① Whether BTC can reclaim $85,000
② Whether DOGE can stop weakening relative to BTC
If BTC stabilizes but DOGE continues to fall, it indicates that funds are indeed withdrawing from high-beta assets.
Do you think DOGE is being mistakenly sold off along with the broader market, or is the risk in altcoins starting to be released early?
#DOGE #BTC #Crypto #MarketWatchArc has been around for a week. What really matters is RWA, not just starting with a meme token.
Official report: On-chain assets (USDC, etc.) grew from 0 to about $700 million, with USDC trading volume exceeding $7 billion. Most of the funds are stacked in lending.
More worth watching is yesterday: tokenized gold XAUm launched on Arc, qualified redemptions can get USDC the same day, and on-chain can directly trade against USDC. After the dollar, gold is also starting to be used as collateral.
Lock-up can be fast, but that doesn’t mean subscription and redemption are already running smoothly. Tokenized gold doesn’t mean you’re holding physical gold bars.
#Arc #USDC #RWA #XAUmI used to wonder what the market has really meant to me all these years.
Late at night, staring at the red and green candlesticks, I would recall the nights from years ago.
Back then, I had just started learning stock trading, with little money in hand, saving every penny to gather a few thousand yuan, cautiously buying my very first stock.
It was like when I was seventeen or eighteen, taking a longer route every day to walk her home through an alley, exchanging the only pocket money I had for her favorite bubble milk tea.
Watching her eyes curve as she sipped the pearls, listening to her share bits and pieces of her life, I felt it was worth skipping meals for.
At that time, I naively believed that as long as I held on and was sincere enough, the stock would surely rise, and we would definitely make it to the end together.
On that extraordinarily ordinary night, we were strolling around campus as usual.
Suddenly, she turned her head, her eyelashes fluttering, and asked, "Do you like me?"
I was choked up, my throat moving for a long time, and finally I could only squeeze out, "What are you talking about?"
She was stunned for a moment, smiled, said "Oh," and then kept walking forward.
That was the last time we walked that alley.
Later, I realized that my silence that night wasn’t shyness, it was fear.
Fear that if I spoke out, I would lose even the right to take the longer route to walk her home. Just like when I bought my first stock, knowing it was falling but not daring to sell—not because I was optimistic, but because selling would mean admitting I was wrong.
I mistook "holding on" for deep affection, but in fact, it was just fear of facing reality.
It turns out that cowardice can transfer; the silence you learned in the alley, you also learn to play dead in front of the candlestick charts.
Now, I no longer need to save money to buy milk tea. When I like a girl, I just send a "What’s up?" and if there’s no reply, I move on.
But that feeling of a racing heart is gone. Before, buying a stock for a thousand yuan could keep me awake all night, refreshing the market repeatedly, fantasizing about it hitting the daily limit tomorrow.
Where did that person with the racing heart in the deep night go?
I seriously thought about this question, many nights in a row.
At first, I thought I had changed, become mature, become rational.
Later, I realized it wasn’t that; I buried the feeling of "heart flutter" along with that alley on that night.
What made my heart flutter back then was never money.
It was the feeling of "putting everything I had on the line."
It was exchanging the last few dozen yuan in my pocket for a cup of milk tea, seeing her eyes curve at that moment.
Every bill in those few thousand yuan was saved from skipping meals or missing classmates’ gatherings.
When money is scarce, it has weight.
Every yuan carries the weight of a steamed bun not eaten in the morning, a class reunion not attended.
That’s why the moment of buying was so solemn; a small rise felt like winning the lottery, a small drop felt like the sky was falling.
Sometimes I wonder: if I had answered when she asked "Do you like me?" back then, what would have happened? Most likely, nothing.
We might have broken up after half a year, like most seventeen or eighteen-year-olds.
Or maybe she was just asking casually, and my serious answer would have scared her off.
But one thing is certain: if I had answered, I wouldn’t be carrying the burden of "not saying" all the way to today. I’m not nostalgic for her.
Honestly, I can barely remember her face now.
What I remember is the water droplets on that cup of milk tea, the way the streetlight hit her side face when her eyelashes fluttered, the version of myself who said nothing, left all possibilities open, and therefore got nothing.
What I miss is not her, but the person who could still feel their heart flutter.
Just like I don’t miss those few thousand yuan, but the person who would stay up all night because of those few thousand yuan.
I think the market probably isn’t for anything.
The market is just the market; it has no memory, doesn’t know me, and doesn’t care how many nights I’ve stayed up or how many alleys I’ve taken.
It just opens and closes as usual every day.
As for me, I split my best years in two: half for that alley, half for this screen.
Neither ended well, but if I were to say I regret it, I can’t really say so, because besides these two things, I can’t think of anything else that made me live so earnestly.
A few nights ago, I was sleepless again, casually opened the app, pulled a stock out of my watchlist, and looked at its three-year trend.
A long slanting line, rising and falling. I stared for a long time, then turned off the screen, went downstairs to the convenience store, and bought a bottle of milk tea.
No pearls anymore; that store changed, and the shelves were stocked with new brands.
I stood under the streetlight and took a sip; it was very sweet, sickeningly sweet.
I stood for a while, threw the remaining half bottle into the trash, and walked back. The street was very quiet.
I thought, this is actually pretty good.#BTCPullbackAltRotation BTC cooling off above $87K may actually be giving the rest of crypto room to breathe 👀
Glassnode’s cycle signal has flipped “altcoin-dominant,” with 72.5% of tracked assets outperforming BTC over the past week. NEAR, UNI and ZEC have rallied alongside higher-beta names like PEPE, WIF and DOGE.
What caught my attention is the breadth. This isn’t one isolated narrative pumping. Capital appears to be spreading further down the risk curve as BTC consolidates.
But there’s an important distinction. A few strong days don’t make an altseason.
If BTC can digest its gains without a deeper breakdown while altcoins keep outperforming across multiple sectors, this rotation starts looking much healthier. If BTC loses momentum sharply, higher-beta assets could quickly give those gains back.
The real signal now isn’t which alt pumps hardest. It’s whether market breadth can stay strong without Bitcoin doing all the heavy lifting.This profit makes me feel both honored and fearful, worried that the market will react tomorrow and blacklist me. When I opened the market this morning, $OFC was always just a breath short on every surge, with sell orders pressing down, high-level resistance, no one catching the rise, so I directly suggested a high short strategy.
Shorted at 0.009478, realized at 0.007939, +326.65% in hand, no fancy moves, all thanks to the structure serving the meal. Not a huge gain, but this bite was really satisfying. Those on board should have woken up laughing.
Simple action: first close 80%, keep the remaining 20% at cost price for protection. Move the stop loss to cost price; if it continues to drop, let the profit run; if it rebounds, don’t panic, don’t let the profit turn uncomfortable.
The premise of compounding is staying alive; the shortcut to getting rich often leads to zero. Now is not the time to rush; if you miss it, don’t chase, wait for a more comfortable position in the next round.
Wait for the next shot, watch for the new structure, I will notify immediately. There are still opportunities, don’t be anxious.
$SOL $XRP Short-term shorts, long-term longs, but the shorts got hit first.
83500 was pulled back, 2630 was also pulled back.
This level is really tough, so tough that the shorts are suffering.
What he said: When oil rises, crypto and tech stocks get hit together.
The ETF didn’t continue with heavy volume, regulatory benefits were already fully priced in.
Impact on coin price: it dropped to 83500 but was forcibly pulled back.
This shows someone is buying at this level, or it just hasn’t been broken through.
I’m still holding my short position; if the trend is wrong, I’ll close it.
To put it simply, it’s holding on, either until stop loss or break-even.
The phrase "short-term shorts, long-term longs" is easiest to say but hardest to hold.
The positions of Wall Street’s dogs have always been a contrarian indicator for the market.
#BTC冲高回落，市场轮动开始了吗？ $ZEC $CL | September 24
Brent returns above $100, up 3.86% in one day to $103.08; WTI closes at $92.16, up 1.81%.
Why the rise?
The Strait of Hormuz remains closed + Saudi oil pipeline attacked and shut down + US PMI 58.4 strengthens inflation expectations.
Domestic refined oil: From midnight tonight, gasoline +395 yuan/ton, diesel +385 yuan/ton. Filling a tank costs about 15.5 yuan more. Next adjustment window: October 15.
Supply and demand
Global production in August decreased by 1.6 million barrels/day month-on-month, with cumulative inventory drawdown of 507 million barrels. Tight supply and low inventory make it difficult for oil prices to return to the $70 range.
Short term focus on the strait, medium term focus on inflation.$DOGE softened after touching 0.1
Current price 0.09315, mainly playing the role of a companion. It surged to a high of 0.10589 but was ruthlessly smashed down, now pretending to be dead around 0.093.
It’s still up 13.5% over 7 days, so don’t be too pessimistic. But look, the 4-hour super trend line is at 0.102, and the price is firmly suppressed below it. This indicates short-term bulls lack strength. As the big brother in the Meme world, this trend now looks like a retired old man, occasionally twitching, but expecting it to rally continuously is a bit difficult. Hold if it doesn’t break 0.09, run quickly if it does.
$TRUMP is numb from falling, really numb
Don’t be fooled by the small drop percentage; it’s a daily slow decline, a dull knife cutting flesh! It dropped 14.42% in 30 days, and in 180 days it was halved, sliding from the initial 3.6 down to the 1.x range.
This trend is truly eye-watering. The price is lying low at the bottom with no sign of reversal. Who still remembers when the whole network hyped “The President will take you flying”? The current advice is one word: wait! Don’t blindly bottom-fish before it stabilizes above 2.2, or you’ll just be handing over your head.
$PUMP plays with your heartbeat
This one is definitely the troublemaker in the Meme world: up 208% in 90 days, 123% in 180 days, but green in both 7 and 30 days today.
A typical aftereffect of “pump and dump.” It rebounded from the bottom 0.003397 to 0.0044 but didn’t hold, then dropped again. The 4-hour trend line at 0.004470 is pressing down. This kind of high-volatility new coin is pure capital game, and the liquidity looks scary. Don’t get jealous of its previous gains; entering now is like catching a flying knife, easily getting repeatedly crushed by the dog whales.
Currently, the big environment is Bitcoin sucking liquidity, and Meme funds are retreating. Brothers, the Meme sector rises fast and falls hard.#BTC surged then pulled back, has the market rotation started?
$BTC rejected 87K and dropped back near 84K, with 454 million long positions liquidated across the network. This surge and pullback swept out another batch of late buyers.
But there is a key signal: the US spot BTC ETF saw an inflow of 347 million yesterday, marking five consecutive days of net inflows. The price is falling, but funds are still coming in—this divergence is worth watching. It indicates institutions haven’t fled; instead, they are using the pullback to accumulate.
Focus on three levels: 83.5K to 84K is support, where the price stopped falling yesterday; 85K is the confirmation of a rebound; 87.3K is the breakout signal. As long as BTC doesn’t break below 83.5K, the short-term structure remains intact. If it breaks, watch 83K or even lower.
My own base position remains, entered around 75,000, untouched during this pullback. As I said before, I’ve already reduced some positions where needed, and set trailing take-profits on the rest to let profits run. I don’t panic over a single bearish candle, nor do I blindly add positions just because of ETF inflows. $BTC is currently oscillating at a high level, with both bulls and bears having valid points, but where the money flows is more important than price jumps.
Did you get swept out this round? Or are you holding your base position like me, watching the show? Let’s discuss in the comments.
#财报观察员：好市多Q4财报即将公布
#美债收益率全面走高，高利率为何难降？ It's over!!!
$ETH ETH Ethereum surged to 2800 then dropped back down to around 2630. Most people thought it was just a normal pullback after a spike, and I felt the same. But after carefully studying the monthly chart, it seems not that simple. From the previous bull peak of 4000+ for Ethereum down to 1500 and now back to 2800, I realized a truth. In my view, although it hit 1500 overall, is that really the bottom of the bear market? Including now hitting the high of 2800, which makes most people think the bull market is here? I always believe in the principle that extremes reverse. A bull market requires certain conditions. The current news and on-chain changes, in my opinion, are temporary and far from meeting the conditions needed for a bull market.
This rise, as I see it, can only be considered a pullback. According to past patterns, the price usually falls to less than half of the previous high to low range, which is roughly around 3100. So this time, I see a maximum of 3100. All my long positions will be closed before 3000.
As for why I didn't add to my long positions or short yesterday, I can explain. First, I was playing games and didn't watch the market much because I wanted to rest. Second, the price didn't reach my expected point to add positions. This situation is not suitable for rushing; it's better to add positions steadily to avoid sudden drops caused by unexpected negative factors. Saving bullets to deal with emergencies is the real strategy.Contentos' recent move, frankly speaking, is: cutting all side businesses, keeping only the mainnet.
COSTV and Channel VIP will start shutting down on December 1st and completely stop by the 14th. Users must convert their wallets to self-custody before December 1st, or it will be troublesome.
From a market maker's perspective, this is actually quite interesting.
A project proactively cutting its own product lines, without attachment or forced persistence, is not a bad thing. Retrieving money and energy to fully focus on the mainnet, COS Swap, and the wallet at least shows the team still wants to push forward with the core business.
But from another angle, this also indicates that the previous SocialFi and video platform strategies didn’t work out.
The most common mistake retail investors make is panicking at the word "shutdown" and treating COS as worthless. The mainnet is still running, Swap is still operating, and the wallet is still usable. This is not an exit scam, it’s a contraction.
What really needs attention is whether there are any new moves on the mainnet after cutting the side businesses. If nothing happens within three months, then that’s the real problem.
So here’s the question: this kind of "amputation to survive," do you think it’s a clear-headed move or a sign of desperation?
#CME拟推BCH与UNI期货 $ZEC #美伊恢复接触，风险溢价会降吗？
The US and Iran have resumed contact, but if no compromise or consensus is reached on substantive issues,
even contact is unlikely to lead to substantial improvement. However, a positive aspect is that it may ease the current tense geopolitical environment.
Additionally, it is worth noting that the 30-year US Treasury yield has hit a new high since 2007, and the 10-year US Treasury yield is at its highest level since 2007!
If there is substantial improvement, on one hand $CL would decline, while risk assets like $ETH are expected to rise further. In fact, the rise in long-term US Treasury yields also reflects growing market concerns about the creditworthiness of the US dollar.
@OKX星球 @八喜Zora_OKX #BTCPullbackAltRotation Bitcoin has pulled back after briefly topping $87,000, while the broader crypto market continues to show stronger altcoin participation. Glassnode reports that 72.5% of tracked assets outperformed BTC over the past week, with NEAR, UNI and ZEC among the strongest performers. Meme coins such as PEPE, WIF and DOGE also benefited from renewed risk appetite.
The important question is whether this is a healthy rotation or the beginning of a speculative late-cycle phase. Glassnode’s data suggests the move has not yet been driven by excessive altcoin leverage, which is constructive. My view is that spot-driven outperformance is healthier than a futures-led rally, but BTC’s support levels and institutional flows still matter. A deeper Bitcoin correction could quickly reverse altcoin gains.$LTC is today's strongest "old coin" — Litecoin!
On September 24, LTC surged from $62.30 to $68.50 within 4 hours, with a single-day increase reaching 8.83%, and a 7-day cumulative rise of 30.89%.
This is a typical short squeeze. The data doesn't lie. In one hour, three exchanges including OKX saw a total liquidation of $200,000, with short liquidations accounting for $190,000 and long liquidations only $10,000. This means the rally was driven by shorts being closed out, not by institutions building large positions.
However, LTC's weakness over the past year cannot be ignored. It has dropped 35.59% in one year and is still 84% away from its all-time high of $412.96. The so-called "30% weekly gain" is just a technical rebound after being halved since the beginning of the year.
A deeper issue is LTC's "old coin dilemma." Its technical narrative has stalled, market cap ranking has slipped from mainstream coin tiers to 21st place, and on-chain activity remains sluggish. This rally is more driven by short-term short squeeze and crowded shorts, not new capital inflows.
A signal worth watching is the progress of LTC ETFs. Recently, several institutions have applied for LTC spot ETFs, which, if approved, would be a genuine long-term positive. For short-term trading, don't chase the rally; the $62 to $65 range is the value zone. LTC is suitable for grid trading rather than chasing gains; rhythm matters more than direction.