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The nonfarm payrolls "surprised cold," but the long-end U.S. Treasuries gave no face at all.
In September, the U.S. added only 29,000 nonfarm jobs, far below the expected 90,000, and the July and August figures were revised down by a total of 60,000. The unemployment rate slightly rose to 4.2%, and wage growth also slowed. In the past, this data would have been enough to send the bond market into a frenzy for half a day.
The market did give some face—but only for half a day. After the data release, the two-year Treasury yield briefly plunged 10 basis points, but by midday it had fully recovered, and the 10-year yield, after a brief dip, quickly rebounded by more than 10 basis points, performing a textbook "V-shaped reversal."
Short-term yields fell while long-term yields rose; this divergence is the answer itself: weak nonfarm payrolls only suppressed rate hike expectations but could not push down long-term rates. Inflation stickiness, fiscal supply, and term premium—these structural forces firmly support long-end yields. In plain terms: the short end watches the Fed’s mood, while the long end watches how resilient inflation is.
The conclusion is straightforward: the cooling nonfarm payrolls is a "short-term bullish, long-term bearish" scenario. Short-term rates follow rate hike expectations, while long-term rates follow inflation and fiscal risks. The weaker the employment data, the more the market worries about one thing—the Fed being too afraid to continue raising rates due to poor data, leaving inflation hanging in the air, forcing long-term yields to be priced with higher "risk compensation."
Two recommendations:
First, don’t treat nonfarm payrolls as a universal key. Its marginal impact on the short end remains, but its explanatory power for the long end is rapidly fading. Watching oil prices, fiscal deficits, and inflation expectations is far more useful than focusing on employment data.
Second, if long-end yields continue to linger above 5%, the real sufferers won’t be bond traders but mortgage, consumer credit, and corporate bonds maturing en masse in 2027. The "absolute level" of rates is more worrisome than "short-term fluctuations."
The employment report can hype the market for half a day, but inflation and fiscal policy are the true landlords of U.S. Treasuries. If the landlord doesn’t nod, no matter how loudly the tenants shout, it’s useless. #非农降温难压美债收益率，长期利率压力仍在 #BTC、ETH现货ETF同步转流出，资金热度降温 #美国9月非农仅增2.9万，失业率升至4.2% $BTC $ETH $ZEC #非农降温难压美债收益率，长期利率压力仍在
September's nonfarm payrolls increased by only 29,000, yet the 10-year US Treasury yield closed higher than the previous day. The market initially believed this figure but reversed course by the morning.
▪️ At the moment the data was released, the 10-year yield dropped to 5.155%, closing at 5.276%, 4.1 basis points higher than the previous day
▪️ The 2-year yield rose from 4.691% back to 4.825%, and the 30-year yield increased from 5.551% to 5.630%
▪️ The company survey used to calculate this figure had an initial response rate of 53.1%, the lowest for September since 1992
▪️ The three-month average from July to September was about 51,000, while the monthly average over the past 12 months was 45,000
The disagreement is not about whether employment is cooling, but about pricing it; this figure has not yet fully developed.
This survey requires two months of revisions, with the response rate rising to 80–90% only by the second release. The September version is missing nearly half the samples, and the three-month average stands as is; one month cannot change it.
Afterwards, the reversal was attributed to slow variables like fiscal policy and supply. But if the reason is just missing samples, the correctness of this reversal will depend on the revisions two months later.
If September is revised upward, the long-end yield increase is justified; if revised downward, it will have to be reversed. Which side are you betting on? 🛡️ When the market is all red, who is secretly holding up?
$BNB 777.5, up 0.52%, one of the few in the green. Yesterday was 782, today back to 777, but in an all-red market, it's already a tough guy. Platform coins are like this—when others fall, it resists the drop; holding steady at 780 looks toward 800, 770 is support. Holding BNB over the weekend is more reassuring than any altcoin.
$HYPE 88.791, down 1.26%, dropped from 90.8 back to 88.8. Happy all day yesterday after reclaiming 90, but got pushed back today. The foundation of 97% protocol revenue buyback remains, but 90 is indeed a tough resistance. 88 was previous support; if it holds, it will fluctuate, if broken, back to 85. Don't add positions at this level.
$xMU 1069, down 1.03%, pulled back from 1109 to 1069. Micron's earnings exceeded expectations and rose for a day, now a normal correction. The logic of AI servers competing for HBM hasn't changed; 1050 to 1070 is the pullback range. If it holds, look for 1200 next week. Those who positioned before earnings, don't panic.
#SEC加密资产托管新规，拟放宽机构自托管限制 When all is red, three stand firm: BNB the toughest, HYPE holding 88, XMU pulling back to 1050. Don't catch falling knives over the weekend, wait for next week's direction.#US September nonfarm payrolls increased by only 29,000, unemployment rate rose to 4.2%
Nonfarm data was weak, but the market initially surged then retreated, indicating trading is based on expectations, not reality.
The 4.2% unemployment rate is not yet out of control; while bets on rate cuts have heated up, it seems more like a short-term reflex after data release, with no real follow-through from institutional buying.
$BTC touched around $87,500 on the "weakened tight monetary policy" rationale but failed to hold, dropping to $84,600 hours later, with sentiment premium basically giving back gains.
$BTC $ZEC cooled off accordingly, #BTC and ETH spot ETFs simultaneously saw outflows, and capital heat cooled down
#Tensions between the US and Iran continue, G7 to release up to 100 million barrels from reserves
Macroeconomic disturbances persist, crypto short-term still depends on liquidity sentiment; chasing rallies requires caution against emotional reversals. $ZEC Although I don't like this coin, it's mainly because I lost money shorting it, and it was the kind of back-and-forth cutting, hitting my stop loss seven or eight times in a row!
But now $ZEC has dropped from 1697 to 1296, and I don't dare to add more short positions! Because I'm afraid it will still go for a third major upward wave. Shorting now would only lead to bigger losses. I noticed that after the drop, the bears have clearly relaxed their vigilance; some people don't even set stop losses anymore. This is a dangerous signal. The main force is very happy to see this situation. A single pump can blow out most of the short positions. Don't forget how $ZEC pumped before. This kind of strong main upward wave won't end all of a sudden. In short, everyone must be very careful when trading!Conclusion first: The market dropped 2%, but $ZRO rose 20% in two days — it's not luck, there's a narrative driving it.
OKX daily: 10-02 +13.7%, 10-03 +6.6%, rising from 1.70 to 2.07. BTC 84.8k, ETH -2.56%, SOL -2.58%. Market: 61 up, 185 down, median -2.33%. The whole market is green, $ZRO has pulled two consecutive bullish candles.
Why $ZRO:
There is a strong demand for cross-chain narrative. LayerZero TVL has recently rebounded, and $ZRO benefits as the ecosystem core. It oscillated between Big brother Maji is catching the dip again and again.
Not bottom fishing.
Catching flying knives.
Catching with both hands.
Total position is 145 million USD.
All long positions.
Bears want to report it.
BTC 290 coins, 24.52 million.
ETH 37,100 coins, 99.43 million.
ETH: the confirmed favorite.
HYPE 177,000 coins, 15.54 million.
PUMP 1.025 billion coins, 5.65 million.
Small coins are not positions.
They are the mood team.
Unrealized loss of 1.027 million.
Margin usage rate 83.76%.
Like walking a tightrope.
Wearing slippers.
Reduced positions early morning.
BTC/ETH/HYPE.
Net loss of 171,000.
Then gradually catch back.
Added 53 BTC separately.
Strategy:
BTC+ETH as the base.
Small coins for flexibility.
Will cut losses and adjust positions.
Main bullish line unchanged.
Translation:
Can be wrong.
Can adjust.
Direction does not admit defeat.
Pure rant, do not follow trades.
Big brother has money.
Do you?
$BTC $ZEC
#美国9月非农仅增2.9万，失业率升至4.2%
#美伊局势持续紧张，G7将释放最多1亿桶储备 $STRK short-term cycle surpasses the reference high
The short-term cycle first looks for a breakout, and the price has already closed above the previous high. The high and low points in the past few hours were 0.04979 / 0.04371 USDT, and the just closed 5-minute candlestick is at 0.05022 USDT.
Trading volume in the last 15 minutes is noticeably more active than in the previous few hours, but the increased activity itself does not change the fact that the high has been surpassed; it just makes this breakout appear to have more volume.
For now, continue to follow the upward trend unless the close returns below the previous high, in which case this idea would need to be revised. Data Intelligence Station
Data Options: $BTC options expiration at 30,500 contracts, Put Call Ratio 1.07, max pain point 82000,
Notional value 2.63 billion;
$ETH expiration at 116,000 contracts, PCR 1.17, max pain point 2660, notional 320 million. In the first week after quarterly settlement, BTC fluctuated around 85000 for over a week, rebounded on settlement day, with bullish large volume activity.
Volatility-wise, implied volatility for main terms decreased compared to last week and two weeks ago, at a mid-to-low level in this bull market;
Monthly realized volatility is similar, risk premium decreased. Gex peak is above 90000, with downward Gex dispersed. After 10 months of bearish trend, a small bull has lasted over a month, currently consolidating sideways with improved sentiment.
#美国9月非农仅增2.9万，失业率升至4.2%
#现货ETF资金回流，BTC与ETH能否接力？ BTC and ETH spot ETFs "go their separate ways": capital heat cools down, but is the bull still here?
The plot twist came a bit fast.
The previously soaring spot ETFs have recently suddenly become "unsynchronized." ETH led the way in "packing up and leaving," with the Ethereum spot ETF recording a net outflow of about $55.4 million in a single day, led by Fidelity and Grayscale withdrawing. While BTC still holds the scene overall, it’s not completely solid either; BlackRock aggressively bought nearly $200 million, but Fidelity immediately sold over $60 million. This "together but different fate" scenario perfectly illustrates the phrase "capital heat cools down."
The coin prices are still performing. Bitcoin once surged above $86,000 intraday, and Ethereum also bounced back near $2,750. Prices haven’t collapsed, but the capital divergence is now obvious. The previous nine consecutive days of inflows resembled a party going until 3 a.m., now some are quietly grabbing their coats while others are still refilling at the bar.
The conclusion is straightforward: this isn’t the bull running away, but short-term funds taking profits and repositioning. A single outflow doesn’t mean a trend reversal; it’s more like everyone collectively "going to the bathroom" after a long party. The real test is whether they come back to keep drinking or just leave.
Three suggestions:
First, don’t treat a single day’s outflow as doomsday, but be cautious if it lasts more than three consecutive days;
Second, watch BlackRock. It’s still buying, indicating that big players aren’t panicking;
Third, if BTC falls below the key support near $82,000, short-term traders should be cautious; if it doesn’t break, just keep watching the show.
Whether the bull is still here or not, the answer isn’t in today’s ETF data, but in the direction of the next "bathroom break." #BTC、ETH现货ETF同步转流出，资金热度降温 #美伊局势持续紧张，G7将释放最多1亿桶储备 #非农降温难压美债收益率，长期利率压力仍在 $BTC $ETH $ZEC Buddies, $ZEC is truly the "wealth crusher"
Currently priced at 1304, down nearly 5 points again. If others trade crypto to make money, trading ZEC is basically charity work for the pump-and-dump whales.
Last time we talked about moving averages and shorting on rebounds; this time let's look at its "psychological warfare." When the market sneezes a little, ZEC goes straight to the ICU. BTC and ETH are both lying flat playing dead—do you expect a small privacy coin to defy fate? Better ask your buddy if he still dares to add positions!
Look at this 15-minute chart: the candlesticks are dropping like a flatlined ECG, and the moving averages are tangled messier than an old lady’s yarn ball. Bottom-fishing now is like dancing in a minefield—if you don’t step on a mine, consider yourself lucky.
For operations, spot traders, don’t be the scatterbrained fool. You think you’re bottom-fishing, but the whales are bottom-fishing your positions. If contract players insist on playing, wait for a rebound to the "ghost gate" between 1310 and 1320 to open shorts, set stop loss at 1335, take profits and run—don’t get attached to the fight.
Playing ZEC is like licking a blade—if you don’t have the diamond drill, don’t take on porcelain work. Preserve your principal; you won’t run out of fuel! Control your hands and watch the whales perform.
#美国9月非农仅增2.9万，失业率升至4.2%
#BTC、ETH现货ETF同步转流出，资金热度降温
#美伊局势持续紧张，G7将释放最多1亿桶储备
$BTC $ETH $AXS Damn! The trend of AXS is absolutely crazy, purely a capital game. The resistance at 1.21 is holding tight, all the big players are calling each other idiots, and the retail investors are almost wiped out.
Looking at this candlestick chart, each rebound is weaker than the last, and the volume can't keep up. Short at 1.1991, set the stop loss at 1.215, first support at 1.15, if it breaks, it will head to 1.08.
Don't ask why it's dropping, no news, just a bad market. If you want to follow, place your orders on the lower cards, set your stop loss properly, don't hold the position!
👇👇👇This round is more stable, seemingly for $ETH
In the same competition, $ETH wins first in volatility. $BTC has an annualized volatility of 18.0%, while $ETH only has 8.9%, the former is twice the latter. For contract traders, low volatility means fewer sudden spikes, and high leverage doesn't cause sleepless nights. The risk-return ratio is also more attractive: $ETH Sharpe ratio is 3.10, $BTC is 2.11; for each unit of risk taken, $ETH earns about 47% more. With the same position size, $ETH lets people sleep well, $BTC makes people check their phones at midnight.
The capital flow is also voting. In the past week, $ETH contract OI net inflow was 38.1 million U: on 10/1, a single-day inflow of 90 million, not only covering the 79 million outflow on 9/29 but also leaving a surplus. $BTC, however, had a cumulative net outflow of 27.6 million U, with four consecutive days of outflow totaling 270 million; the 240 million inflow on 10/1 still did not fully cover it.
Funding rates also reflect sentiment: $BTC average is 0.0035%, $ETH is 0.0055%. $ETH longs are more willing to pay to add leverage, while $BTC longs are still hesitant. Money flows to where the action is; this round, $ETH is more stable and more favored. #美国9月非农仅增2.9万，失业率升至4.2% #BTC、ETH现货ETF同步转流出，资金热度降温 #美伊局势持续紧张，G7将释放最多1亿桶储备 The fifth truth: 0.40 is not "support," it is "sellers waiting for the next buyer"
CT current price is $0.4057. Technical analysis gives take-profit levels at 0.38, 0.35, 0.31, and a stop-loss at 0.445.
From 0.40 to 0.31 is a 23% drop. From 0.40 to 0.445 is an 11% rise.
The odds are asymmetric. And the resistance upward is clearer—the sell order wall at 0.4117-0.4118 is right there.
0.40 is not a "verified bottom." 0.40 is the position "below the sell order wall, where buyers are tentatively picking up." If buyers are not strong enough, the price will continue downward looking for willing bidders.
Here is your judgment framework
CT is now near 0.40. That voice in your head is asking: "It fell from 0.63 to 0.40, is it time to bottom-fish?" $CT $BTC $ETH #美国9月非农仅增2.9万，失业率升至4.2% #BTC、ETH现货ETF同步转流出，资金热度降温 #美伊局势持续紧张，G7将释放最多1亿桶储备 A brief look at the market and whale status of three tokens.
$ONE: After a surge, it has steadily declined. There are 115 whale long positions, most of which are underwater, with only 14.78% in profit; 92 short positions, the vast majority of which are profitable. Long positions face heavy pressure, with short-term movement expected to be choppy and consolidating at the bottom. Attack level at 0.00236, defense level at 0.00181.
$USELESS: The Meme coin has sharply corrected, dropping over 13% in 24 hours. There are 161 whale long positions, with only 8.69% profitable, many high-entry chips are underwater; 127 short positions mostly profitable. The heat is fading, and selling pressure will take time to digest. Attack level at 0.2430, defense level at 0.2010.
$AKE: After listing, it has deeply retraced and is currently consolidating at a low level. There are 127 whale long positions, with over half in profit, but the proportion of short position losses is relatively high, showing significant long-short divergence. The new coin has high turnover and high uncertainty. Attack level at 0.0376, defense level at 0.0302.
Overall, ONE and USELESS longs are clearly underwater with selling pressure unresolved; AKE is stuck in a tug-of-war with unclear direction. In a weak market, don't rush to bottom-fish; wait for stabilization signals.
This is just a personal observation and does not constitute investment advice. #美国9月非农仅增2.9万，失业率升至4.2% #BTC、ETH现货ETF同步转流出，资金热度降温 $NIGHT endorsement is endorsement, coin price is coin price, the 200 million invested by the old man is for building the ecosystem of the chain, not for your bailout. Hoskinson invested in the chain, not the coin; a thriving chain does not equal a rising coin price. Bro, don't mistake the project's vision for your own wallet.$2.38B accumulated. Price response: -3%.
That is the XRP puzzle today. Santiment-linked data shows wallets holding 10M–100M XRP added 1.61B XRP since Sept. 20, lifting their combined balance to a record 13.93B XRP.
Yet OKX shows XRP near $1.49, down ~3%/24h.
Whale accumulation is real. Immediate upside is not guaranteed. Sometimes the strongest signal is the market refusing to react. Cross-Asset Fission After the Nonfarm Payroll Surprise: When "Bad News" Is No Longer Good News
Nonfarm payrolls increased by only 29,000, and the unemployment rate rose to 4.2%. Despite the disappointing data, long-term U.S. Treasury yields did not fall; instead, the 10-year yield rebounded. The reason lies in oil prices and geopolitics: tensions between the U.S. and Iran persist, the G7 plans to release up to 100 million barrels from reserves, but the market is more worried about supply disruptions, causing inflation expectations to rise again. Weak employment and high interest rates have pushed risk assets into a phase where "bad news" is no longer "good news."
Crypto Market Cools Simultaneously: BTC and ETH spot ETFs are seeing outflows, with short-term capital retreating; however, the SEC's new custody regulations aim to relax restrictions on institutional self-custody, so compliance benefits are still accumulating. Short-term volatility and long-term infrastructure development coexist, and institutional entry logic remains unchanged.
AI Narrative Continues to Surge: Nvidia hits new highs, with a market cap approaching $6 trillion; Anthropic plans to launch an IPO in November, targeting a listing before Thanksgiving, with valuation and losses equally staggering. Capital's bet on computing power and models is directly clashing with the high interest rate environment.
The crypto market is seeking a new balance amid the long compliance race and short-term capital fluctuations, while the AI sector tests investors' judgment with astonishing growth and equally astonishing burn rates. When "bad news" is no longer "good news," the underlying assumptions of cross-asset allocation need to be reexamined.
#美国9月非农仅增2.9万，失业率升至4.2%
#BTC、ETH现货ETF同步转流出，资金热度降温
#SEC加密资产托管新规，拟放宽机构自托管限制
$BTC $ETH The second truth: CT is a "governance token," but it has no revenue rights
This is the fundamental problem with CT.
The Concrete protocol itself is not bad. Developed by Blueprint Finance, led by Polychain, with investments from YZi Labs, VanEck, and Tribe Capital. TVL is about $1.267 billion, cumulative trading volume exceeds $24 billion, and there are over 54,000 deposit users.
But there is a wall between the CT token and the Concrete protocol.
The official terms of the Concrete Foundation are extremely clear: "CT holders do not receive any share of protocol fees, income, or profits." Treasury earnings belong to depositors and are unrelated to the price of CT. The only function of CT is: after locking, to vote on governance matters such as strategy approval and fee frameworks; after staking, to adjust some protocol fees related to their own activities.
To translate: holding CT grants you only one right — voting. And voting rights have no direct relation to how much the protocol earns. $CT $BTC $ETH #美国9月非农仅增2.9万，失业率升至4.2% #BTC、ETH现货ETF同步转流出，资金热度降温 #美伊局势持续紧张，G7将释放最多1亿桶储备 #SEC加密资产托管新规，拟放宽机构自托管限制
The media says the SEC has relaxed self-custody. The rule text says this is a fallback. The SEC's own count is based on 823 firms.
▪️ The proposal estimates self-custody usage at 5% of 16,442 registered advisors, about 823 firms; officials told the media it is "likely very rare"
▪️ Each firm faces an annual cost of $434,000, of which $376,000 is for the independent accountant's annual internal control report — accounting for 87%
▪️ The entire rule estimates: an initial one-time cost of $284 million, then $407 million annually
▪️ Qualified state-chartered trust companies to handle this are about 19 nationwide; those holding only New York BitLicense are disqualified according to the draft
▪️ The scope is narrow: only assets considered "funds or securities" are covered; stablecoins are held as cash; coins that are neither are not covered at all
The same institution has two sets of statements. This calculation is because self-custody is originally a fallback when "no other custodian can take it," not a newly opened path. The narrowing of access is not a security measure but a qualification: the New York channel is closed, while the other dozens of states remain open.
The one saying it’s rare is the SEC; the one budgeting for 823 firms is also the SEC — which do you believe? Staring at these two position charts, I have to admit that my trading system is completely out of control. In an extremely unprofessional state, I have pushed myself to the brink of liquidation.
First, look at the ZECUSDT perpetual. I opened a 50x full position long at an average entry price of 1350, and the current mark price has already dropped to 1296.26. The unrealized loss is 22.03 USDT, with a return rate of -199.03%. The maintenance margin rate has fallen to 647.23%, and the liquidation price is 1040.65. I know that with 50x leverage, a 2% adverse move in the underlying asset is enough to wipe out my principal. Now, with less than 20% space before liquidation, I am still stubbornly holding on.
Next, look at the SNDKUSDT perpetual. Also a 50x full position long, the average entry price is 1754.3, and the mark price has dropped to 1717.8. The unrealized loss is 10.18 USDT, with a return rate of -104.03%, and the liquidation price is 1343.5. Both positions share the same margin pool, so the risk is not isolated at all.
I know I made three fatal mistakes: first, going long against the trend without strictly enforcing stop-loss discipline; second, over-relying on high leverage to bet on a rebound, squeezing the margin for error to the limit; third, sharing margin across multiple coins in full position mode, where one’s gain does not guarantee the other’s, but one’s loss definitely affects all.
The current account maintenance margin rate continues to decline. If the market drops again, liquidation is the only outcome. Rationally, I know I must immediately assess positions, reduce exposure, or stop losses to cut off the path of expanding losses. But I have been "holding on waiting for a rebound," which is the most typical and deadly trading psychological trap.
This battle, I have already lost. The account is only one bearish candle away from liquidation, and I am almost out of the courage to stop losses. #美国9月非农仅增2.9万，失业率升至4.2% #BTC、ETH现货ETF同步转流出，资金热度降温 #美伊局势持续紧张，G7将释放最多1亿桶储备 $BTC $ETH $ZEC $ZEC｜Bearish bias, wait for a rebound before reassessing
4h RSI 37.2, lower boundary; 1h RSI 37.6, mid-level, MACD trending down.
Observation: Wait for a rebound at 1317–1326 (1h rebound zone), current price is still below the zone.
Timing: Slightly low below the zone, wait for the rebound to confirm.
Window: About 4–12 hours (1–3 bars of 4h); ends once the lower target is reached or invalidated, no forced holding.
Downside target 1271; breaking above 1418 is considered invalidation.
If invalidated, do not force trades; wait for a drop back to EMA55 before reconsidering.
In short: Bearish bias, wait for rebound, not recommended to short chase.
For analysis only, not advice or trade instruction.$BTC｜Bullish bias, within the pullback zone, can be referenced
4h RSI 53.9, mid-level; 1h RSI 51.8, slightly high, MACD trending up.
Observation: The pullback zone 84629–84752 (1h pullback zone) has been reached, current price is within the zone.
Timing: Within the pullback zone, suitable for reference (do not chase the rally).
Window: About 4–12 hours (1–3 4h candles); ends when the upside target is reached or invalidated, do not hold stubbornly.
Upside target 87222; breaking below 83857 is considered invalidation.
If invalidated, do not force trades, wait to retake EMA55 before considering.
In short: Bullish bias, within the pullback zone, can be referenced.
$SOL｜Bullish bias, but position is relatively high, not recommended to chase
4h RSI 52.1, mid-level; 1h RSI 53.1, slightly high, MACD trending up.
Observation: Waiting for pullback 119.07–119.4 (1h pullback zone), current price is still above the zone.
Timing: Above the zone and relatively high, wait for pullback to the zone before referencing.
Window: About 4–12 hours (1–3 4h candles); ends when the upside target is reached or invalidated, do not hold stubbornly.
Upside target 123.74; breaking below 117.99 is considered invalidation.
If invalidated, do not force trades, wait to retake EMA55 before considering.
In short: Direction is bullish bias, but only wait for pullback, not recommended to chase.
For analysis only, not advice or trading instructions.[Old Leek Observation] $LINEA
The MetaMask security incident has started to affect Linea. Linea official confirmation:
Some validator nodes supporting Yield Boost are exiting. Currently, the treasury funds and control rights have not been affected.
What is truly affected is:
The staking rewards that Linea's ecosystem incentives rely on will temporarily decrease.
The reason is that after MetaMask Staking encountered an infrastructure security incident, it began actively exiting the affected Ethereum validator nodes.
And Linea's Yield Boost itself depends on external validator nodes.
So the real concern here is not "LINEA being hacked."
But rather:
An external validator infrastructure problem is starting to propagate downstream to DeFi incentive mechanisms.
This is also a risk that is easily overlooked as DeFi becomes increasingly complex.
LINEA is still around $0.0028 now, with no obvious panic in price.
Going forward, the focus is on when replacement validator nodes will be added and how much the Yield Boost incentive rewards will recover.
Entry: $0.00270–$0.00282
Take profit: $0.00300 / $0.00325 / $0.00355 / $0.00390 / $0.00430
Stop loss: $0.00255 🔥 Nonfarm payrolls shocked the market, causing a brief rally in the crypto space, but it still couldn't hold!
September nonfarm payrolls increased by only 29,000, far below the expected 90,000, with the unemployment rate rising to 4.2%.
After the data release, rate cut expectations briefly heated up, but the market quickly gave its answer:
🟠 $BTC surged to 87,238, then fell back to 84,600;
🔵 $ETH touched 2,760, then quickly dropped back to 2,680;
🟣 $SOL spiked to 122 before retreating to 119.
It looks like good news, but in reality, it was more like an emotional pulse.
More importantly, BTC and ETH spot ETFs simultaneously saw outflows, with incremental funds not keeping up, so the rally was naturally easy to be crushed.
So don’t simply interpret “weak nonfarm = crypto must rise.”
What really determines the trend are Federal Reserve policies, interest rates, the dollar, and capital flows.
A single nonfarm report can’t change the big cycle; whether it can hold is what really matters going forward.
Don’t let a single bullish candle make decisions for you.
The above is just personal market observation and does not constitute trading advice.
$BTC $ETH $SOL Next week, we can still refer to the short-term trading points for gold:
1. On Friday, it tested the bottom again and rebounded. In the short term, consider going long first. Use 4110-4125 as the final support level to gradually go long again, with a stop loss at 4095 to prevent a sharp drop. The target continues to look at the resistance around 4185-4195!
2. In the short term, as the rebound recovers, continue to watch the resistance above. If 4185-4195 is tested but not broken, continue to short, with a stop loss at 4215. The short position target is around 4145-4155 to exit first! Even if it rebounds again above 4200, the bulls will find it hard to continue. Above, consider shorting again around 4215-4225, with a stop loss at 4235 to prevent a sharp rise. The target remains around 4155-4165 below.
Looking ahead to next week's gold market, the market will again focus on the Fed's September meeting minutes and US September service sector data to judge the pace of the Fed's high interest rate policy implementation. From an operational perspective, there is no need to blindly chase highs or sell lows. The overall approach is mainly small-range oscillation with long and short trades. In the short term, continue to focus on the resistance zone from 4195 to 4225; short positions can be taken when resistance is reached. On the downside, rely on strong support from 4100 to 4110; after a pullback stabilizes, long positions can be arranged. Follow the market's oscillation rhythm to seize short-term opportunities. Nonfarm payrolls increased by 29,000, the economy is quickly stalling, yet Bitcoin broke 87,000.
The worse the economy = the further the rate hikes = the higher the crypto prices. This logic is cruel but true.
Institutional ETFs have been buying for 9 consecutive days, totaling $2.4 billion in a single week. Retail investors are still shouting that the bear market isn't over.
It's always the same script: when you are fearful, someone is accumulating.
#US September nonfarm payrolls only increased by 29,000, unemployment rate rose to 4.2% $BTC $ETH $Spot ETF funds are flowing out simultaneously, and the cooling heat is dragging down high-beta targets like $SKHYNIX. I tend to think that a short-term rebound is unlikely to change the oscillating bearish pattern. The one-hour uptrend and four-hour downtrend form a clear contradiction, indicating a huge divergence between bulls and bears, making it easy to be caught in two-way traps when chasing gains or cutting losses. The current price is 1372, 2.76% below the four-hour high, but already 5.34% above the short-term low. Sell orders are 248 versus buy orders at 197, with a ratio of 0.79, showing selling pressure dominance; funding rate is zero, open interest is 31,000, and sentiment is cautious. Strategy-wise, lightly short at a rebound to 1376.5, stop loss at 1383.5, target 1362.8; if it pulls back to 1361.2 without breaking, go short-term long, stop loss at 1354.6, target 1374.2, with a single position not exceeding 20%.
— This is only a personal opinion and does not constitute investment advice. Wish you smooth trading. —
$SKHYNIX#BTC、ETH现货ETF同步转流出，资金热度降温
#BTC、ETH现货ETF同步转流出，资金热度降温 $SKHYNIX BTC and ETH spot ETFs are simultaneously flowing out, cooling down capital heat, and UNI is hard to remain unaffected. I judge that short-term linkage is under pressure, with limited rebound strength.
UNI is currently quoted at 8.976, down slightly by 0.9% in 24 hours, with a volatility of 8.8% and a turnover of 13.782 million. It is rising over 4 hours but has retraced 16.22% from the high; over 1 hour it is only 3.36% above the low, indicating short-term bulls still exist but momentum is weakening. The buy-sell ratio is 0.64, with obvious selling pressure; the funding rate is 0.01%, slightly neutral; open interest is 5.567 million coins, with cautious sentiment.
Strategically, if it pulls back to 8.598, a light long position can be tried, with a stop loss at 8.342 and a target of 9.247; if it rebounds to around 9.284 and is resisted, a short position can be taken, with a stop loss at 9.512 and a target of 8.721. Position control should be within 20%, exit immediately if broken.
— This is only a personal opinion and does not constitute investment advice. Wish you smooth trading. —
$UNI#BTC、ETH现货ETF同步转流出，资金热度降温
#BTC、ETH现货ETF同步转流出，资金热度降温 $UNI ATOM/USDT — BUY ON RETEST
ATOM is holding the $1.60–$1.66 demand zone after rejecting the $2.03 high.
Entry: $1.60–$1.66
SL: $1.50
TP1: $1.88
TP2: $2.03
MACD has cooled, so confirmation matters. A reclaim of $1.88 would strengthen the continuation setup.
Invalidation: Daily close below $1.50.
Cosmos is also working on ATOM tokenomics redesign and expanding Hub infrastructure, including IBC/Ethereum connectivity.
$ATOM
#OKXTraderVoices
#OKXOrbitTopics $SOL It's the weekend today, and the movement of SOL is exactly as I predicted yesterday.
Yesterday, influenced by the non-farm payroll data, it couldn't break the new high of 125 and quickly fell back. The support between 115-117 below still hasn't been broken.
So it continues to fluctuate. I mentioned yesterday to reduce positions at this level, but since I am optimistic about Monday's potential break below, I didn't reduce.
The key focus is on the 115 level; if it breaks, the trend will emerge.
$BTC Bitcoin is completely fluctuating and falling back, not much different from yesterday's analysis. It can't break the new high of 88000, so it will definitely continue to fluctuate.
The support below has been slightly raised; 83500-84000 is now the support for the decline. It is expected to continue fluctuating for a while since without news-driven momentum, it's hard to form a trend.
The resistance above should be around 86000-86500. This can be used as a reference for T trading. NEAR生态协议被盗380万美元资金全额追回, the cross-chain security recovery is a positive sentiment for high-liquidity protocols like CL, but my overall judgment remains weak consolidation, and the recovery does not change the capital's cautious stance.
24h only up 0.2% to 91.25, trading volume 4.635 million, buy orders at 19,000 vs sell orders at 28,000, ratio 0.68, selling pressure is heavy. 1-hour trend is up but 4-hour trend is down, 91.97 forms near-term resistance, 90.38 is key support.
Strategy 1: Light short at rebound to 91.85, stop loss at 92.35, target 90.45; Strategy 2: Buy on dip at 90.42, stop loss at 89.95, target 91.72. Funding rate 0.0000%, open interest 368,000, sentiment neutral to cautious, single position should not exceed 5%.
— For personal reference only, not investment advice, wish you smooth trading. —
$CL#NEAR生态协议被盗380万美元资金全额追回
#NEAR生态协议被盗380万美元资金全额追回 $CL #美国9月非农仅增2.9万，失业率升至4.2% #BTC、ETH现货ETF同步转流出，资金热度降温
Anchor: Let's clarify today's three main lines first — macro didn't give a green light, ETFs are reducing positions, and only key levels remain on the chart.
Macro line:
US added 29,000 jobs in September, unemployment rate rose to 4.2%, labor market clearly cooling down. Normally, rate cut trades should be excited, but the US-Iran situation remains tense, and the G7 is preparing to release up to 100 million barrels from reserves, making oil prices and inflation expectations sensitive again. So high interest rates continue to suppress valuations, and capital is hesitant to take risks rashly.
Capital line:
Spot ETFs shifted from "continuous buying" to "withdrawing a bit first." BTC ETFs had a net inflow of about $3.1 billion over the previous 9 days, but from September 30th over two days, a net outflow of about $173 million; ETH had net outflows for 3 consecutive days, with about $55.4 million withdrawn on October 1st alone; SOL spot ETFs still had a net inflow of about $188 million last week, but turned to an outflow of about $5.9 million on October 1st. The moves aren't large, but the direction indicates: willingness to chase highs is declining.
Technical line:
BTC is fluctuating between 85,000 and 86,000, with 86,000 as the short-term strength/weakness dividing line; only breaking above it can we talk about a trend; 82,000 is short-term support.
ETH is between 2,700 and 2,750, with 2,770 as resistance above; only after breaking through can we look at 2,800.
SOL is around 120, with 118 as strong support.
$BTC $ETH $SOL People are still debating whether $BTC is digital gold or just another tech asset.
The argument for fixed supply is strong. The 21M cap built in scarcity. But when you look at its correlation with Nasdaq's movement, it feels more like a "risk appetite" trading asset.
To put it simply, it probably has both qualities. The store of value argument takes time. Correlation with stocks doesn't break the narrative—it just means adoption is still in early stages and is still mainly dominated by the same group trading tech stocks.
In the long run, comparing it to gold makes sense. In the short term, it trades like other assets in this market Tesla Q3 deliveries exceeded expectations, igniting risk appetite, but MMT did not follow the rally and instead showed independent weakness, indicating that short-term funds prefer their own rhythm. My judgment is that the rebound can be shorted, and not chased on the upside.
Current price 0.185, down 1.2% in 24 hours, high 0.1905, low 0.1763, turnover 1.095 million, funding rate 0.0050%, open interest 8.324 million. 1-hour trend is down, 4-hour trend still up, buy orders 19,000 slightly outweigh sell orders 17,000, buy/sell ratio 1.11.
Strategy 1: Light short position at rebound to 0.1885, stop loss at 0.1915, target 0.1775. Strategy 2: If it pulls back to 0.1768 and stabilizes, can go short-term long, stop loss at 0.1742, target 0.1845. Single position controlled within 5%, exit immediately if broken, no holding against the trend.
— This is only a personal opinion and does not constitute investment advice. Wish you successful trading. —
$MMT#特斯拉Q3交付超预期，股价一度涨约5%
#特斯拉Q3交付超预期，股价一度涨约5% $MMT Brothers, $BTC has been chopping back and forth around 85000 this week, yesterday it touched 87239 then dropped back to 84583, both bulls and bears have been worn down. But seeing that wick actually gave me some relief: the sell wall at 85000-85500 was eaten through, pressure relieved, last night looked more like a pullback after clearing obstacles. If 80,000 holds steady, the trend still has a chance.
Macro: Nonfarm payrolls increased by only 29,000, unemployment rate at 4.2%, previous two months revised down by 60,000, October rate hike bets slid from 36% to 15%, Nasdaq hit new highs. But US Treasury yields at 5.29, energy prices not low, inflation not retreating, December still uncertain. Pause does not equal reversal.
Funds: BTC ETF inflows stopped after nine consecutive inflows totaling 3.1 billion, single-day net outflow of 149 million, ETH also outflowed 59.6 million. Institutional buying rhythm interrupted, short-term pressure; post-holiday inflows will count as recovery.
Technical: Support at 81500-83000, cost bottom at 77200, 80500 is the bull line. ETH grinding at 2700, 2709 is sell order resistance, support at 2668-2636, only above 2784 can we look to 3000. ZEC pulled from 480 to 1698, retraced to 1333, exploded 1.81 million long orders, Grayscale outflowed 30.25 million, hacker transferred 2746 coins; RSI 50.2, ADX 52, EMA intact, as long as 1233 holds there’s still a chance at 1410, but wicks and shakeouts are fierce.
#美国9月非农仅增2.9万，失业率升至4.2% #BTC、ETH现货ETF同步转流出，资金热度降温 🚨 Nonfarm payrolls surprise, risk assets repriced
⚠️ $BTC and $ETH bulls face resistance tests
🔶 $BTC: Failed to break $87K, retreated to around $85.1K
🔷 $ETH: $2.7K gained then lost, now hovering around $2.69K
🇺🇸 September nonfarm payrolls increased by only 29K, far below the expected ~90K; unemployment rate rose to 4.2%, wage growth slowed to about 3.0% year-over-year. Data reinforces expectations for a more cautious Fed, but the crypto market did not rally accordingly.
📉 The seemingly positive but weak data caused a brief spike, followed by selling pressure; profit-taking near key resistance suppressed momentum.
BTC: $84.5K–$85K is the primary short-term support
ETH: $2.65K–$2.67K remains the bull-bear dividing line
If support holds → a new round of upward attempts may be brewing.
If support breaks → deeper consolidation may occur.
Next direction requires confirmation from both price and volume, not just macro headlines.
#美国9月非农仅增2.9万，失业率升至4.2%
#BTC、ETH现货ETF同步转流出，资金热度降温 Today, the divergence among small-cap coins has become quite exaggerated: WLD surged over 8% against the trend, SUI dropped over 4%, and LINK also pulled back nearly 4%. The overall market did not experience extreme volatility, yet these three high Beta coins moved in completely opposite directions, indicating that funds are no longer broadly buying small-cap coins but are directly rotating positions.
#SmallCapStrengthAndWeaknessFullyDiverged
#FundsChoosingDirectionAgain
$WLD is currently around 0.544, up over 8% in 24 hours, with 0.52–0.53 having become the first support again; the immediate resistance is at 0.55, and only after a solid breakout with volume can we look toward around 0.57. WLD's biggest advantage now is clear active capital, but after continuous acceleration, chasing the straight line is not advisable.
$SUI is currently around 1.125, down over 4% in 24 hours, with 1.10–1.12 remaining the first defense; only after reclaiming 1.16 can we look toward 1.20, and before recovering 1.16, it should be treated as a weak correction.
$LINK is currently around 13.88, with 13.7–13.8 as the first support, and 14.2–14.3 becoming resistance again; only after a real breakout can we look toward 14.6.
This lineup: WLD defends 0.52, SUI waits at 1.16, LINK waits at 14.3. The most valuable now is not the deeply fallen coins, but the direction where funds actively rush in even when the market is weak. Non-farm cooling fails to suppress U.S. Treasury yields, long-term interest rate pressure remains, risk appetite recovery is limited, SOL is unlikely to show independent strength in the short term, I tend to expect a weak oscillation and wait for breakout confirmation.
Current price 119.52, down slightly 0.4% in 24h, resistance at high 120.39, support at low 117.03, trading volume 4.96 million is relatively light. Funding rate 0.0087% indicates mild bullish sentiment, open interest 3.006 million with no obvious reduction, but order book buy/sell ratio 0.94 shows sellers slightly dominant; 4-hour distance from low 19.54% indicates mid-term rebound structure intact, 1-hour rise distance from high only 3.19%, short-term is at the end of convergence.
Strategy: if it pulls back to 117.65 and stabilizes, light long positions can be tried, stop loss at 116.35, target 121.85; if volume breaks below 116.35, switch to bearish targeting 113.95. Position control within 20%, do not chase highs before breakout.
— For personal reference only, not investment advice, wish you successful trading. —
$SOL #U.S. September non-farm only increased by 29,000, unemployment rate rose to 4.2%
#Non-farm cooling fails to suppress U.S. Treasury yields, long-term interest rate pressure remains $SOL Non-farm cooling fails to suppress US Treasury yields, and long-term interest rate pressure remains, which limits the rebound space for risk assets like KAITO. I tend to believe the current situation is just a weak recovery after an oversell, and it is not advisable to chase the rally. Although the four-hour chart is rising, it has retraced 6.16% from the high; the one-hour chart is declining and only 7.89% above the low, indicating short-term momentum is bearish. The trading volume is 29.529 million, and the funding rate of 0.0050% shows longs are still paying; open interest is 11.642 million with no obvious reduction. The top 10 bid-ask ratio is 0.92, with sellers slightly dominant. Support is near 0.317, and key resistance is at 0.3524. Strategically, if the rebound faces pressure near 0.3495, one can lightly try short positions with a stop loss at 0.3568 and a target of 0.3215. If volume increases and it stabilizes above 0.3538, reverse to go long with a stop loss at 0.3382 and a target of 0.3712. Position size should be controlled within 5% of total capital, and exit decisively if the position breaks.
— This is only a personal opinion and does not constitute investment advice. Wishing you successful trading. —
$KAITO#非农降温难压美债收益率，长期利率压力仍在
#非农降温难压美债收益率，长期利率压力仍在 $KAITO Before the blood-red dawn, first survive
On the 4-hour and 6-hour charts, the rebounds of $BTC and $ETH seem to have had their bones pulled out, with bulls unable to mount any decent resistance. The KDJ indicator has deeply fallen into the oversold zone, but trading volume remains sluggish — this is not a spring-loaded buildup, but more like the market coldly waiting for the next round of reshuffling.
The real risk lies in the capital side. The ETH long-short ratio has surged to 1.89, and BTC is approaching 1.3. Retail bulls keep buying more as prices fall, as if shouting "bottom fishing." However, funding rates hover near zero, and open interest is low, indicating that major players have not entered to support the price. When retail investors collectively stubbornly hold on, the script for cleaning out high leverage often is just beginning. The so-called "blood-red dawn" may first come as a sharp kill targeting bullish faith.
Strategically, there is no need to guess the bottom, nor to hold heavy positions. Referring to the 6-hour and 4-hour supports, one can lightly and gradually test the waters, but the lifeline must be kept below the 6-hour support. If support holds, there is a chance to counterattack; once it breaks effectively, exit immediately without lingering, adding positions, or acting out of frustration. At this stage, defense is more important than offense, and survival is more important than chasing rebounds. Wait for the market to give a stabilization signal before talking about dawn.
The above is only market observation and does not constitute investment advice. #美国9月非农仅增2.9万，失业率升至4.2% #BTC、ETH现货ETF同步转流出，资金热度降温 #美伊局势持续紧张，G7将释放最多1亿桶储备 Last Friday, Bitcoin briefly returned above $87,000, reaching a high of $87,200, the first time in about 10 days. But the rally was short-lived, plunging thousands of dollars within hours and falling below $84,000 in the evening, with nearly $600 million liquidated across the entire market contracts.
Why didn't $84,000 get broken? On the surface, after bouncing from $75,000 to $87,000 and getting stuck, Monday's low dropped to $82,570, and Tuesday recovered back to $84,000. Some say it's weak, but it held the $82,600 lifeline; others say it's strong, as it failed to break $87,500 three times. On-chain, exchanges saw a weekly net outflow of 31,800 BTC, and spot liquidity is tightening, which forms support below.
The core range is clear: the supply zone above is $84,500-$85,000, and only after holding above $85,000 can we talk about the second phase; the structural lifeline below is $82,600-$82,800, and only a break below that is considered a deep retracement. Currently, the price is stuck in the middle, with bulls and bears both waiting for a volume confirmation. The fear and greed index dropped from 74 to 68, the market is still in the greed zone, but the heat is cooling down. #SEC加密资产托管新规，拟放宽机构自托管限制# This opens a compliant channel for institutional funds to directly hold Ethereum, with clear medium- to long-term benefits, but the short-term market has not responded positively. I tend to lean bearish with sideways movement.
Funds and sentiment are clearly bearish: current price 2679.48, down 0.8% in 24h, trading volume 13.982 million, volume is weak. The buy-sell ratio in the top 10 order book levels is only 0.08, selling pressure is almost overwhelming; funding rate is 0.0014% positive, but open interest of 598,000 coin-margined contracts shows no obvious increase, indicating insufficient willingness from bulls to take over. 1-hour distance from high is -2.69%, 4-hour distance from high is -3.43%, rebound momentum is weakening, 2646.9 is a key short-term support, 2703 forms resistance above.
Strategy: lightly short near 2698.5 on rebound, stop loss at 2712.3, target 2652.6; if it pulls back and stabilizes at 2649.8, consider a short-term long, stop loss 2636.5, target 2688.2. Keep single position size within 5%, exit immediately if broken, do not hold losing positions.
— This is only a personal opinion and does not constitute investment advice. Wish you successful trading. —
$ETH#SEC加密资产托管新规，拟放宽机构自托管限制
#SEC加密资产托管新规，拟放宽机构自托管限制 $ETH Maji Ge's positions are more thrilling than a TV drama
Maji Ge has added to his positions again.
A 25x $ETH long position with an unrealized loss of 250,000, a 10x $HYPE long position with an unrealized loss of 280,000, total profit and loss at -28.14 million, and another 2.48 million lost in 24 hours. For an ordinary person, these numbers would be enough to jump off a building three times. But Maji Ge remains calm, not only calm but still adding to his positions.
This is the confidence of "infinite bullets."
We hold positions while counting down to liquidation; he holds positions like a serialized drama update. Every episode is "I lost again," and every episode ends with "but I added more." You watch in horror, but he acts as if it's nothing.
Maji Ge is a top influencer on the OKX planet, with his address watched by countless people. But looking at his positions, the greatest value is not to copy his trades but to use him as a thermometer—his severe losses indicate the market is shaking out the bulls; his continued holding means big money hasn't retreated. He is a weather vane, not a trading guide.
The difference between ordinary people and whales is: whales lose unrealized gains, we lose principal; whales holding positions is called "faith," we holding positions is called "liquidation." His cash flow is strong enough to infinitely top up margin, while you top up once and have to eat instant noodles for a month.
So don't copy Maji Ge's trades, just learn from his mindset—don't panic when losing, because panicking won't help. As for copying trades? He loses his own money, you lose your whole family's money.
Maji Ge's positions are a mirror reflecting the caprice of capital and the limitations of retail investors. Watching the show is fine, but getting involved is not.#SEC加密资产托管新规，拟放宽机构自托管限制# This has raised compliance expectations for mid- and small-cap coins like SLX, but I judge the short-term weakness is unlikely to change, with risk control prioritized. 4-hour downtrend, 1-hour rebound, current price 0.06255, down 3.4%, volume only 2.127 million, funding rate 0.0050% slightly neutral, open interest 28.079 million coins, buy orders 8657 vs sell orders 4962 dominant, but resistance at 0.06505 is obvious, key support at 0.06164. Strategy: lightly test long positions on a pullback to 0.06185, stop loss at 0.06032, target 0.06475; exit if volume breaks support, position no more than 20%, strict stop loss, no adding positions.
——Personal opinion only, not investment advice, wish you smooth trading.——
$SLX#SEC加密资产托管新规，拟放宽机构自托管限制
#SEC加密资产托管新规，拟放宽机构自托管限制 $SLX Watching the market obsessively is annoying; turning it off actually made things clearer, and without staring, my mind is calm. I glanced at it before bed last night, $XDP faced obvious resistance above, strong sell orders, but very low trading volume, no one was buying up; at that moment, it signaled a good shorting opportunity.
Shorted from 0.02241 to 0.02120, a +107.98% gain, feeling good.
Better to miss a daily limit up than to catch a falling knife and end up with a bloody hand. The premise of compounding is staying alive; the shortcut to getting rich quick often leads to zero.
First take profit on 80%, protect the remaining 20% at cost, let the profit run if it continues to drop, and don’t give back profits on a rebound. If you haven’t entered yet, don’t chase now; this is not the time to rush. Wait for the next move, I will notify immediately.
$SOL $SNDK Weekend Market Overview: Recovery and Pullback Coexist
Happy weekend, meow. The market is a bit "each on their own": some are quietly recovering, while others started pulling back since the afternoon, and ETF funds have cooled down first.
$AAVE was around 177.6 at noon, touched 181.5 by evening, just shy of last night's 182. The 24-hour change is still negative, but that doesn't mean it has been weakening all the way. The key points to watch are: whether it can reclaim last night's position, and whether it can hold this rebound during the pullback. If it just goes up and then falls back, it's still range-bound recovery; if it holds steady, the strength is worth a higher rating.
$WLD was 0.571 in the afternoon, retreating to 0.563 by evening. Although it still rose about 4% over 24 hours, it did pull back in the afternoon. Don't be fooled by the positive gain; first see if it can regain the afternoon level; if it can't, don't expect the rebound to go too far.
$ETH is still around 2685, almost flat for the week, with a fuzzy short-term direction. I won't wait for a catch-up just because it rose little. Even if it returns to 2700, we need to see if it can continue upward; a rebound of a dozen dollars won't change the trend judgment.
Additionally, BTC and ETH spot ETFs are simultaneously turning to outflows, cooling fund enthusiasm. At this time, it's more important to respect price signals: confirm recovery, be cautious of pullbacks, and don't let expectations run ahead of the market.
#美国9月非农仅增2.9万，失业率升至4.2%
#BTC、ETH现货ETF同步转流出，资金热度降温 Nonfarm payrolls give a boost, ETFs pull back first: the rebound's value remains to be tested
With the nonfarm payrolls released and rate hike pressure easing temporarily, BTC once surged near 87000 but failed to hold. More importantly, during the price rebound, ETF funds were withdrawing: BTC had a net inflow of about $3.1 billion over 9 consecutive days but saw net outflows for two consecutive days starting September 30; ETH ETFs also experienced outflows for three consecutive days. Price rising while funds flow out indicates insufficient willingness to chase highs, and the market begins to reassess risks after the positive news is priced in.
The current contradiction remains unresolved: weakening employment lowers rate hike expectations, but US Treasury yields remain high, and liquidity pressure has not disappeared. In the short term, watch BTC: 87000 is both a breakout and resistance level; 84500-85000 is the support zone. Risk assets like ETH and ZEC are cooling down simultaneously; whether they can recover depends on fund inflows.
Before confirmation, do not chase the rise or hold stubbornly. The next direction is more reliably indicated by fund flows than sentiment. The above is only a personal market record and does not constitute investment advice. $BTC $ETH
#美国9月非农仅增2.9万，失业率升至4.2%
#BTC、ETH现货ETF同步转流出，资金热度降温 NVIDIA's stock price hits a new all-time high, with market value approaching $6 trillion, risk appetite spills over but does not benefit crypto, BTC currently at 84827.6. I judge that funds are being withdrawn from the US stock market, with a short-term bias toward consolidation.
A slight 0.6% drop in 24 hours, high at 85477.5, low at 83826.4, trading volume only 4.353 million. The 1-hour and 4-hour trends are upward, but a pullback of more than 2% from the high indicates real selling pressure above; the top 10 order book buy/sell ratio is 3.73, buyers dominate, funding rate at 0.0034% is neutral, and open interest at 29,000 shows longs are not overly crowded.
Strategy-wise, lightly buy on a pullback to 83910, stop loss at 83240, target 85680; if it rises to around 85735 and faces resistance, short for a quick trade, stop loss at 86420, target 84280. Single position size should not exceed 5%, market moves quickly, always use stop loss.
— This is only a personal opinion and does not constitute investment advice. Wish you smooth trading. —
$BTC#英伟达股价再创历史新高，市值逼近6万亿美元
#英伟达股价再创历史新高，市值逼近6万亿美元 $BTC Nvidia's market value is approaching 6 trillion, and the computing power narrative is spilling over to AI sector tokens, with WLD as the leader directly benefiting. I lean slightly bullish in the short term but caution against chasing highs. On the capital side, the current price is 0.5974, up 3.9% in 24h, with a turnover of 476 million. Bullish sentiment remains, but the top ten order book buy-sell ratio is 0.71, indicating significantly heavier selling pressure. The funding rate is only 0.01%, with open interest at 76.834 million, showing that leveraged longs are not overheated, while shorts are tentatively adding positions. The four-hour chart is strong, only -0.96% from the high; the one-hour chart is 23.58% above the low, indicating a shallow pullback. Resistance above is at 0.6188, and key support below is at 0.5264. Strategy-wise, lightly buy on a pullback to 0.5825, stop loss at 0.5645, target 0.6285; if volume breaks through 0.6188, chase longs to 0.6475, stop loss at 0.6015. Keep position size within 5%, exit on break without holding losing positions.
——This is only a personal opinion and does not constitute investment advice. Wish you successful trading.——
$WLD#英伟达股价再创历史新高，市值逼近6万亿美元
#英伟达股价再创历史新高，市值逼近6万亿美元 $WLD