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Recently, there's an interesting phenomenon: everyone is talking about who is leading the trend between BTC and SOL, but no one mentions TRX, this silent stablecoin channel. The mainstream view is that it has no story and can't rise, but in reality, the on-chain stablecoin settlement volume it supports has been steadily increasing, and the real use of payments and transfers has never stopped. The ecosystem's ability to generate value is seriously underestimated. Funds are just temporarily not focusing on it, but once the sector rotates and ignites, this low-volatility base will actually be more resilient. The assets that don't fall are what retail investors should really pay attention to. Use your own judgment and think it through yourself; don't get carried away by emotions. This round, TRX is the one to really watch. $TRX #美日确认联合购汇 #美联储与欧洲央行将公布9月会议纪要 #贝森特：美债收益率上升符合全球趋势 POL's trend is slightly oscillating upward, with overall strength not particularly aggressive, but support at low levels remains. Polygon's advantage lies in Ethereum scaling, enterprise cooperation, and a solid foundation in multi-chain layout. However, the market currently places more emphasis on actual on-chain data and the implementation efficiency of the ZK route. Recently, the market has not formed a one-sided trend; assets like POL, which have a more infrastructure-oriented nature, usually do not explode first. But when funds flow back from pure meme to mainstream ecosystem themes, they tend to regain attention. Going forward, the focus will be on observing ecosystem activity, progress related to stablecoins and RWA, and whether volume can support price strength. $POLThe listing date for A÷ is basically set.
Bloomberg reports that Anthropic @AnthropicAI will hold an investor day on October 14, a roadshow during the week of November 9, aiming to list before Thanksgiving, with a valuation range of $1.8 trillion to $2 trillion.
Despite the complaints, the first IPO in history still needs to be participated in; it shouldn't open below the issue price.
Let's see if there are channels in the crypto circle/Australia, hopefully not like last time with $SPCX, where the whole network got stood up.🤣NIGHT is experiencing relatively large fluctuations today, first dipping then recovering during the session. The market pricing for this new theme has not yet fully stabilized. Midnight focuses on privacy and compliance compatibility, backed by the Cardano ecosystem, with a distinctive narrative. However, new tokens are usually most affected by circulation structure, airdrop expectations, and short-term holdings. Current trading remains active, indicating ongoing attention, but the divergence between bulls and bears is also quite evident. If ecosystem progress, developer participation, and practical application news continue to be released, market discussion may persist; if only sentiment-driven tug-of-war remains, the price is more likely to experience back-and-forth consolidation. $NIGHTOn Friday's BTC ETF data, before IBIT was announced, the overall preliminary statistics recorded a net inflow of about $31.7 million. After the IBIT data was released, the final net inflow was revised up to about $103 million, which is a decent performance.
On the market, frequent turnover occurred around 87,000, with selling pressure mainly coming from trapped positions from last November to this January, indicating that current confidence remains weak and there is a clear divergence between bulls and bears. However, many funds exiting the market may not be a long-term bearish stance but rather a conventional response to macro headwinds by reducing positions first and then replenishing later.
In the short term, if BTC can oscillate repeatedly between 84,000 and 87,000, gradually digesting the overhead supply, and 84,000 holds, after short-term positions are cleared and the macro environment warms up, the probability of an upward breakout will increase. For now, patience is still needed to observe whether it will directly hit new highs or first pull back to gather momentum. $ETH $ZEC $BTC
#BTC现货ETF重回流入，ETH资金持续流出 #VanEck：比特币或继续扩大市场份额 PUMP's performance today is clearly stronger than many altcoins, with increased intraday volatility and relatively active trading, indicating that short-term funds are still active in the meme and token issuance platform sectors. The logic behind PUMP is straightforward: when market risk appetite rises, on-chain speculative enthusiasm, the number of token issuances, and expected transaction fees all get amplified; but when sentiment weakens, the speed of fund withdrawal is often the fastest. Currently, it looks more like a rebound driven by hype rather than a trend gradually emerging purely based on fundamentals. Going forward, the focus will be on whether trading volume and on-chain activity can synchronize; otherwise, high volatility may recur. $PUMPThis wave of XLM seems more like a mild recovery following the overall market, with little intraday volatility, but trading volume is not quiet, indicating that funds are still watching at the low level. The core highlights of Stellar have always been cross-border payments, stablecoin settlement, and real-world financial integration, making it a well-established public chain with practical applications, though its narrative is not the hottest. The current market is more sensitive to news about regulation and institutional products. If mainstream coin sentiment warms up, XLM has a chance to gain catch-up attention; however, in the short term, watch whether the volume can continue to expand, otherwise it may easily turn into a sideways consolidation after a spike. $XLMEthereum Glamsterdam is entering a critical testing phase, with Sepolia's public test expected on October 6, while the mainnet upgrade is still anticipated in Q4 2026, with specific dates yet to be determined. This upgrade focuses on ePBS (Proposer-Builder Separation) and Block-Level Access Lists, aiming to pave the way for parallel processing, higher throughput, and future block capacity expansion. Some tests are already moving toward the 200 million Gas capacity target. If subsequent tests go smoothly and developers continue to advance, ETH's fundamental narrative in Q4 may be further strengthened. Technical upgrades + scaling expectations + ecosystem demand may be more worth watching than short-term candlestick fluctuations. ⚙️🔥 $ETH #Ethereum #Glamsterdam #ETHUpgrade #EthereumQ4 NFA: Be aware of risks and do not blindly chase gains.Clocks can return to zero, but it will never be yesterday again
The clock hands can turn back to the original mark, but the time that has passed cannot be repeated
The trading market is the same, K-lines cycle repeatedly, and prices may return to previous points, with tempting green candles appearing again
But the same price level is no longer the same wave of the market. Market funds and overall sentiment have changed, even if the coin price replicates the past
Your position, profit and loss situation, and mindset after experience cannot return to the past
Some always hope the market will come back so they can turn things around, just thinking the chart will return to the old position, but the original opportunity and mindset will not reappear
We can review historical K-lines, but we cannot redo yesterday's trade
Current positions of Xiaoma:
ZEC long: opened at 1425.76, currently 1331.42, unrealized loss -143.39 USDT.
SOXL short: average open price 153.19, current price 163.94, -290.03 USDT, loss 70.11%, short position under continuous pressure
For these two positions, Xiaoma is heartbroken and has only one thought now: let me get out of the loss quickly, haven't made money for a long time, originally just wanted to open a small position to take a small bite and run, but one kept falling and the other kept rising. Wow
The above is just a reflection and does not constitute investment advice
$BTC $ZEC $SOXL
#美联储与欧洲央行将公布9月会议纪要
#BTC现货ETF重回流入，ETH资金持续流出
#VanEck：比特币或继续扩大市场份额 Bro, I had the chance to buy $PUMP at 0.0018, but I didn’t. Instead, I opened a short around 0.0025. That “little pill” $PUMP ’s independent rally gave me a serious lesson. Here’s why this token has been so strong: 1. Fundamentals are stronger than I expected — real revenue + deflation While many Memecoins still depend almost entirely on hype, PUMP is generating real revenue and using part of it for buybacks and burns. Daily revenue has reportedly exceeded $2M, with around 50% of net income alloAfter the non-farm payroll shock, ETH is stuck at the critical 2700 level! 73% of retail investors are chasing longs, but smart money is quietly hedging?
Why can't the positive news drive the price up?
On-chain data reveals the painful truth: the retail long-short ratio is as high as 2.76, with 73.4% of retail investors chasing longs; however, smart money's long ratio is only 60.8%, and they are performing hedging operations. Chips are shifting from retail hands to institutions; the more retail chases, the less the main players push up.
Capital flows are also diverging:
Ethereum spot ETFs have seen net outflows for three consecutive days, totaling about $118 million, interrupting the inflow trend in September. But don't panic, September still had a net inflow of $832 million, staking ratio has exceeded 35%, and the circulating supply is increasingly locked up.
Key levels:
Resistance above: 2706-2711 → 2750-2778 → 2825. Support below: 2684 → 2645-2660 → 2600. Only if the daily close stands above 2711 and holds can we look to 2750; if it breaks below 2684, this rally fails, and the focus shifts to 2645.$ETH $BTC In October 2026, the geopolitical situation in the Middle East remains tense, amplifying uncertainties in crude oil supply. "Mubarak," as an Arabic blessing, naturally aligns with Middle Eastern cultural narratives, making it an excellent vehicle for speculative capital. Coupled with $BTC reaching an eight-month high, market risk appetite has spread to highly volatile Meme assets. The BNB Chain ecosystem shows a significant capital siphoning effect, with $MUBARAK surging over 70% in a single day and trading volume soaring to several times its market cap, bringing attention fully back.
Following the trend, going long on MUBARAKUSDT perpetual contracts on OKX. Opened position at an average price of 0.063765 with 20x leverage, currently holding as the mark price rises to 0.068899, floating profit at 161.02%.
Geopolitical narratives provide bottom-line support. However, the 20x leverage has very low tolerance for errors; even a slight adverse spike risks liquidation. Avoid blindly chasing highs and pay close attention to risk control. $BNB Citi raised BTC's 12-month target price to 113,000. Do you still think $BTC is expensive now?
The Clear Act didn't advance, yet Citi sees BTC at 113,000. Normally, with regulatory bills stalled, institutions should be more cautious. But Citi raised BTC's 12-month target price from 82,000 to 113,000 USD, and $ETH from 2240 to 3028 USD.
One path is blocked, but another is starting to move:Data shows that the group of people who rushed to buy Bitcoin near the peak of the 2025 bull market are now quietly "selling off".
Because the current price of Bitcoin has fallen below their cost basis.
The group holding Bitcoin for 6 - 12 months has an average cost basis around $89,000, currently at an unrealized loss.
The group holding Bitcoin for 1 - 2 years has an average cost basis around $97,000, also currently at an unrealized loss.10.4 Sunday $XAU
Several scenarios for Monday
1.
If the market starts to drop in the morning
Drops to 4117~4110, if it holds, consider going long
I think this is a good price to go long
If the market breaks down, I will wait for the lower levels at 4016, 3955
2.
After the market oscillates around 4140 and breaks out of the range
Consider going long once at 4140
If the market pulls back and holds at 4153
I will consider going long
3.
If the market reaches 4182~4197
I will consider going short
I have plans no matter how it moves, I will wait until Monday, 8 to 9 am
Wait to digest the fundamentals before making a move
There are no decisive fundamental news next week
Just watch what Trump and Iran say
If there is sudden news that talks are done and oil prices crash
4225, 4228 are currently strong resistances
If broken, definitely go long
After breaking, watch 4316, 4406
Fundamentally, you don’t need to put in too much effort
Trying hard to figure out some logic or another
All need to be combined with technical price judgment
Gold is a very good asset
Studying for a year basically lets you understand fundamentals combined with price
You basically understand this asset
As long as you don’t do anything stupid later, you can really make money
#美联储与欧洲央行将公布9月会议纪要 $AXS unrealized profit adding to position is awesome, previously I reduced position on unrealized profit and added to losing positions which blew up many times, this time I want to go against human natureThree coins simultaneously enter the convergence zone, wait for a daily candle to determine the direction in the next 48 hours.
$BTC watches 84433, holding above looks to 85513→88000, breaking below looks to 82800—80811.
$ETH watches 2680, holding looks to 2754→2830, losing 2628 looks to 2576.
$SOL watches 116.51, breaking through 124.47 looks to 130, breaking below looks to 113.68.
No guessing direction, wait for the daily candle close. Three key levels decide the next step.
#FedECBMeetingMinutes #BTCETHETFFlowsDiverge #BessentTreasuryYields How MEV Income Will Change Validator Concentration
Validator income comes not only from protocol rewards and user tips, but some blocks include significantly higher MEV. Large staking services can access more builders, optimize relay connections, and smooth out occasional high yields, while smaller independent validators are more likely to miss opportunities. Over the long term, even if base rewards are the same, infrastructure differences can create an accumulative profit advantage.
This profit advantage will attract more staking to large platforms, whose scale further improves connections and bargaining power, forming a feedback loop. The issue is not specialization itself, but whether the network gradually relies on a few operators. $ETH's security comes from many independent participants jointly validating the rules; if high yields are only open to a few nodes, the nominal increase in validator numbers may mask actual control concentration.
Improvements include opening the builder market, lowering access barriers, making it easier to switch relays and clients, and monitoring operating entities rather than just validator keys. When holders look at staking returns, they should also ask whether the income comes from the protocol, transaction tips, or MEV. A few extra percentage points at the cost of increased censorship and single points of failure do not necessarily enhance Ethereum's long-term value.[Ergou's Market Watch: Earnings Report Quiet Period, Don't Be Fooled by Index Rebalancing!]
Brothers, next week the US stock market enters the Q3 earnings report quiet period. Ergou translates it plainly: without a main driving force, the market will turn into a meat grinder of macro sentiment and capital battles!
1. Core Vulnerability: Long-term US Treasury Yields
Historically, the US stock market tends to be strong in Q4, but this year the premise is that long-term rates no longer suppress valuations. Currently, the 10-year Treasury yield is at a 20-year high, and high-valuation growth stocks are extremely sensitive to discount rates. If long-term rates don't fall, this is a huge burden weighing on risk assets, and the crypto market is also under pressure.
2. Local Scenario: Index Rebalancing Anomalies
Next week, MRNA will join the Nasdaq 100, and VLYR and TWLO will join the S&P 500. Passive funds' rebalancing needs will trigger price movements in these stocks. But this is a localized event and unlikely to drive a broad market rally.
3. Industry Hidden Risks: Energy Costs and Supply Patterns
Diesel prices hit record highs, gasoline approaches $4.5, and rising energy costs are eroding corporate profit margins (Oracle has started to cover energy price increases for its clients). Additionally, Toshiba competition concerns are impacting the storage sector (WDC, STX under pressure). Beyond the AI narrative, supply patterns can instantly change profit expectations.
Ergou's heartfelt advice:
No big drama before earnings season; the high interest rate environment combined with rising energy costs makes the market extremely fragile. Don't bet on a one-sided big move; avoid sectors hit by cost pressures and worsening competition.
Trading Strategy:
Keep a close eye on long-term interest rate trends and wait for clear guidance from earnings season before taking action.VanEck: Bitcoin is taking gold's "job," and a 59% market share is just the beginning
Matthew Sigel, Head of Digital Asset Research at VanEck, stated that Bitcoin may continue to expand its share of global asset allocation in the future. Quantum computing is a long-term risk but not enough to justify selling.
First, let's look at market share. Bitcoin's share of the total cryptocurrency market capitalization has risen from 40.83% in 2022 to about 59%, with a market cap of $1.7 trillion, as funds continue to concentrate at the top.
Institutional funds are the core driver. In September, the U.S. Bitcoin spot ETF saw a net inflow of $2.65 billion. According to Bitwise research on 15 large institutions—including pension funds, endowments, and sovereign wealth funds—none reduced their Bitcoin holdings during the pullback from $125,000 to about $60,000; some even increased their positions against the trend. Wells Fargo allocates 2% to 3%, while Fidelity and BlackRock recommend 2% to 8%. Some sovereign wealth funds are selling gold to buy Bitcoin, viewing it as a gold-like hedge against currency devaluation.
The user side is also changing. River Financial research shows that 49.6 million American adults hold Bitcoin, accounting for 18.6%, surpassing the 28.8 million (10.8%) who hold gold.
The expansion of Bitcoin's share is essentially not a price issue but a shift in its role from a marginal speculative asset to an institutional allocation tool. #VanEck: Bitcoin may continue to expand market share $BTC Short Sellers' Graveyard: You think it's the top, but it's just touching up its makeup
$PUMP has taught the market another lesson. Using 💊 as its icon, riding on the Trump concept, its price action is stronger than any rationale. Everyone says it's peaked, it just pulls back a bit, then turns around to hit new highs. Bulls don't even bother changing excuses: the project team is buying back. Just these four words, and shorts are rushing to top up their margin overnight.
What's even more absurd is that last round's "completely useless" meme coin—no one dared chase at 0.02, many shorted at 0.15, but it surged all the way to 0.35 and still hasn't seen a proper dump. You think you're going against the trend, but actually, you're fueling the whales.
The most heartbreaking is Dogecoin. Logically, the crazier the meme, the more DOGE should benefit. But in reality, while others are partying hard, it plays dead. Many hoarded a bunch at 0.12–0.13, only to see not a catch-up rally but new projects flying by one after another.
This market never makes sense, especially not on news. Buybacks, partnerships, pump calls—they can all be tools to pump or dump. The hardest thing for retail investors isn't picking the wrong direction, but knowing the logic is right yet being unable to withstand the capital and emotions.
Don't short lightly, don't chase casually. What you think is the top might just be the starting line someone else drew for you. Core Drivers: Macro Positives Hedged by Geopolitical Black Swan
① Comprehensive Weakness in Nonfarm Data, Collapse of Rate Hike Bets (Biggest Macro Positive)
September nonfarm payrolls increased by only 29,000, far below expectations; unemployment rate rose to 4.2%; average hourly earnings month-over-month only +0.1%; July and August combined revised down by 60,000. After data release, the probability of a rate hike in October plummeted from 64% to 15%-17%, briefly pushing Bitcoin up to $87,220.
② Iranian Military Actions in the Strait of Hormuz (Biggest Geopolitical Negative)
Iran's military actions in the Strait of Hormuz quickly reversed market sentiment. At least 16 attacks on vessels occurred in the strait in September, with 6 incidents this week alone. Brent crude briefly broke above $100/barrel, while Bitcoin sharply retreated from its high, with a single-day market cap evaporation of about $50 billion.
③ BlackRock IBIT Continues Large Allocations
BlackRock IBIT withdrew 2,309.6 BTC (approximately $196.6 million) from Coinbase Prime; cumulative purchases over the past month have risen to $1.57 billion, indicating institutions are still continuously allocating. $BTC $ETH $ZEC #BTC现货ETF重回流入，ETH资金持续流出 #BTC、ETH spot ETFs simultaneously see outflows, cooling capital heat
A report saying demand is cooling, with the thickest number on the same page being the buyer's paper profit.
▪️ Increment in speculative futures demand: 164,000 on 9/14 → 16,000 on 9/29, a 90% drop in 15 days
▪️ Apparent spot demand: decreased by 170,000 in 30 days, about 0.85% of circulating supply🚨 HYPE HAS A SUPPLY BATTLE ON ITS HANDS
$HYPE is back around the $90 zone.
But the interesting part isn't just the chart 👀
🟢 Treasury bought **1.9M HYPE (~$167M)**
🟢 Buyback activity continues
🟠 **3.75M HYPE** is being prepared for an OTC institutional sale
Demand is rising — but traders are watching supply closely.
**$90 hold → $95–$98 comes back into focus.**
这不是单纯看涨，关键是看资金流和供应。
**HYPE: $100 next, or another rejection? 👇**
#HYPE #Hyperliquid #Crypto #Altcoins #OKX $CRO CRO is the "smartest" coin in the exchange.
In 2021, it tricked you with "permanently burning 70 billion," and in 2025, it buried you with "re-minting 70 billion." Now it has a "monthly buyback and burn" — don’t be moved, it’s just moving the coins printed back then from one hand to the other, buying back just a little bit every month.
Its trump card is the Crypto.com exchange; as long as it doesn’t collapse, it won’t die. But with only 50% circulation, two whole generations of retail investors are trapped on it from bull markets. This kind of coin, when it rises, it’s all a rebound, not a reversal.Conclusion first: $AXS rose 13% today, not following the broader market, but driven by an independent rally triggered by a 6-fold surge in 4H trading volume.
OKX perpetual contract data shows AXS-USDT-SWAP up +13.16% in 24 hours, latest price around $1.37, with a trading volume of about $64 million. The key is the 4H volume structure: at 08:00 this morning, the 4H volume jumped from about 2.7 million contracts in the previous period to 148 million contracts — a 6x volume increase, with the price breaking through the $1.28 resistance level directly.
This is not retail behavior. Small-cap token contracts have limited depth; such volume usually means large orders entering simultaneously on spot or contract sides. There are no new fundamental catalysts — Ronin chain daily active users remain stable, and the official side has no recent token unlocks or economic model adjustments announced.
So where did this volume come from? Two possibilities: one is sector rotation catching up, with STRK, PROS, AI strongly driving capital overflow into GameFi; the other is ETF sentiment spillover. But $AXS itself has no independent catalyst, so the 13% rise driven by volume is questionable in terms of sustainability.
Support is seen at $1.28, with a stop loss at $1.20 if broken. Do you think it's worth chasing GameFi tokens that rise without volume?In the evening, I first reviewed the macro nodes for October — after the softer-than-expected September nonfarm payrolls, the odds of a rate hike in October have dropped to just over 10%, with the market leaning towards no change on October 28; the next major hurdle is the CPI on the 14th, and the 10-year US Treasury yield is still hovering around 5.24. $BTC spot is about 85258, slightly up from Shanghai's opening at 84864; the daily high touched 85428, and the daily low was 84550.
Soft employment data brings a breather, not confirmation of easing. First, see if there is buying interest above 85428; if it falls back to around 84550, don't try to hold it stubbornly. $ETH is fluctuating around 2700.
$BTC $ETH #BTC #Bitcoin #ETH #FederalReserve #Macro #Nonfarm #RiskWarning
This is not investment advice; the market carries risks, please trade cautiously. I'm bullish on TSLA next week. After vehicle deliveries exceeded expectations, most of Friday's gains held until the close, and the energy storage shortfall didn't push the stock price back down. I tend to think this optimistic momentum can continue for a few more days, but I don't consider it as sales having already resumed growth. Tesla's analyst consensus on September 29 was for deliveries of 461,974 vehicles, and the actual number announced on October 2 was 486,532, 5.3% higher. For those originally worried about slow car sales, this result is indeed better than expected. However, deliveries were still 2.1% lower than the 497,099 vehicles delivered in the same period last year. Selling more cars than expected and selling more cars than last year are two different things. The energy storage side wasn't as good. The expectation was 15.9 GWh, but the actual was 13.7 GWh, down 13.8%. If you only pick the car numbers to say TSLA beat expectations across the board, you miss this part. What concerns me more is that despite these two sets of opposing data, TSLA still closed up 4.65% on Friday at $370.59, not far from the day's high of $374.60. At least on that day, the energy storage shortfall did not offset the optimism brought by vehicle deliveries. Because of this, I'm more willing to look for continuation next week and worry less about an immediate pullback of gains. Having already risen on Friday, continuing to be bullish certainly has a cost: some of the good news has already been priced in. How much profit was made from these extra deliveries is still unknown; the Q3 earnings report won't be released until after the U.S. market close on October 21. Sales beating expectations may also come with larger price concessions, so profits may not follow.$ZEC Whale Latest Long and Short Battle
$ZEC short whales have started to make significant profits, with the top three whales all holding short positions, totaling approximately $100 million in holdings.
Currently, all three major shorts are in profit, with the top whale's unrealized gains reaching about $7.53 million.
In contrast, long whales are seeing profits continuously retracting, but there are still no clear signs of exit for now.
The fourth and fifth largest long positions have seen profits retract by at least 50%, yet they remain firmly bullish, with both accounts' liquidation prices near $650.
From the smart money data:
🟢 Average long position price: approximately $1004.22
🔴 Average short position price: approximately $1263.61
The current market trend is clearly tilting towards the shorts, but from the position structure, longs still hold the advantage for the time being.
Next, the focus is on whether whales will continue to add positions and whether the longs can hold the key support.$ACU The trend of ACU is quite interesting. Around 0.1364, the main force is aggressively dumping money, with sharp wicks on the K-line indicating a fierce shakeout, clearly not wanting retail investors to hold the chips. The volume hasn't dispersed, and the order book is quickly absorbing it; the dog whale is making significant moves this round. Purely from the chart perspective, this position is a point to watch; if it breaks down, admit the mistake and don't stubbornly hold on. Do you think this is a shakeout or distribution? Are there any like-minded people watching?
👇👇👇Nonfarm payrolls and PCE double positive factors can't lift gold? It surged then immediately closed with a wick; next week this level will decide a 100-point trend!
This week, gold surged on the positive news of PCE and nonfarm payrolls,
but after the surge, it immediately faced pressure and fell back to close with a wick.
Twice it almost opened a 100-point upward space, but the bulls couldn't hold it.
Next week, closely watch the watershed level at 4213!
If the price effectively holds above 4213, the range will switch to 4213 to 4313;
if it continues to be pressured and can't break through, it will still oscillate between 4113-4213;
once it breaks the key support, the market will open downward space.
News stimuli only cause short-term fluctuations; the real direction depends on whether this watershed can be broken through. $XAU #美联储与欧洲央行将公布9月会议纪要 $BTC shorted for a while, then watched the market back and forth; trading is also a process of self-mental cultivation.
After a rapid drop on October 4th, panic subsided and buying resumed. Entered long positions at 84606, with a small short position as a trial error plan.
Long positions have an unrealized profit of 70.73%, trial short positions have a slight loss, and the trial cost is within the acceptable range in advance.
In the short term, the market is viewed as range-bound; the choice of a major direction still requires waiting for a catalyst event. High leverage must strictly adhere to risk control bottom lines. $ZEC $ETH #VanEck：比特币或继续扩大市场份额 About an hour ago, I spread out ETH's transactions over the past few days to compare—Friday's spot daily volume was about 440 million, dropped to 240 million on Saturday, and only reached about 34 million by noon today; the weekend is getting thinner and thinner. Spot price is around 2692, slightly up from Shanghai's opening at 2682; daily high touched 2697, daily low 2679. Amazon locks in nuclear power again: about 690 MW for 20 years, plus an additional 190 MW expansion, observing without chasing.
Saw Constellation's official announcement on September 30 that it signed a long-term power purchase agreement with Amazon for the Calvert Cliffs nuclear power plant, covering about 690 MW of electricity.
About 190 MW of the expansion is expected to be connected to the grid between 2030 and 2032, supporting over $3 billion in infrastructure investment in Maryland.
This long-term deal also helps extend the plant's lifespan by 20 years; the power still enters the PJM grid, not a dedicated line directly supplying data centers.
Simply put: AI computing power first pins down electricity prices and supply, which is a mid-to-long-term narrative, not a short-term theme that can be realized next week.
I think the market hasn't rushed in crazily; don't mythologize it as an overnight surge story. Let's first see if the price can hold steady.
Closed at $251.52 on Friday, up about 1.33%, with a high around $253.56 and a low around $250.02 that day, and average trading volume.
I'll observe first without chasing the high; if it holds around $253.56, then look at the upside space. If it falls below about $250.02, consider the narrative cooling off and the logic failing.
Do you value the locked-in power cost reduction space more, or think the expansion is too far out with no short-term flexibility?
$AMZN $MSFT $NVDA
#TheFed and ECB to release September meeting minutes
#BTC spot ETF inflows return, ETH funds continue outflows#美联储与欧洲央行将公布9月会议纪要
Next week, another big event is coming: the September meeting minutes of the Federal Reserve and the European Central Bank will be released in close succession.
Let me break down the key points for you. The Fed just raised rates by 25 basis points in September, and the officials sounded pretty tough, saying inflation isn't dead and tightening must continue. But just a few days later, last week's nonfarm payroll data slapped that down—only 29,000 jobs were added in September, while expectations were 85,000, nearly three times higher. The market's expectations for an October rate hike immediately deflated.
Now releasing these meeting minutes is basically an after-the-fact move. Because the nonfarm data came out on October 2nd, the Fed didn't have that information during their September meeting.
So what does this mean for our crypto space? I'll give you two points.
First, the market will likely be volatile next week following these minutes.
Second, keep an eye on the ECB as well. If Europe also leans hawkish and both the US and Europe tighten simultaneously, global funding costs will rise further, making it even harder for Bitcoin to have an independent rally.
Here's my take.
Don't take these minutes too seriously. They reflect past events, but market operators are savvy—they like to use old news to shake out weak hands. The core logic still depends on upcoming inflation and employment data. The minutes can only affect short-term sentiment, not change the long-term trend.
What do you think?
$BTC $ETH ETH liquidation pressure: Watch below at $2,558.43, watch above at $2,801.44
Data: ETH current price is about $2,700.19. $BTC
A drop of about 5.25% to around $2,558.43 may trigger concentrated liquidations of some high-leverage longs; $ETH
If the price rises about 3.75% to around $2,801.44, some high-leverage shorts may face concentrated liquidations.[Old Leek Observation]
$GENIUS may have a very interesting supply game coming up.
The second season has ended, and the project announced a new refund and burn mechanism:
Starting October 7, eligible users can apply for a refund to get back 100% of the Genius fees, but they must give up the GP obtained in the second season.
More importantly, the project team stated that the repurchased $GENIUS will be directly burned, and 0.945% of the supply will be automatically burned.
According to the project disclosure, 173 million GP were actually distributed in the second season, corresponding to up to about 6.055% of the total GENIUS supply.
In other words, what the market will be watching next is not "whether there will be an airdrop," but: how many people will choose to refund? And ultimately, how much GENIUS will be burned?In the past week, this giant whale is suspected to have first sold ETH at about $2709, then rebuilt the position around $2695.
Ai Yi (ChainCatcher/Odaily): About 4 hours ago, withdrew approximately 3,283.56 ETH from OKX, equivalent to about $8.85 million, exceeding the approximately 1,099 ETH previously deposited. Withdrawal does not mean all holdings are sold off or dumped; monitoring snapshots will change. At the time of writing, OKX ETH is about $2700. Not investment advice.$AXS Damn it! The AXS candlestick chart looks like it was gnawed by a dog, hovering around 1.37 back and forth for three days, a pure shakeout. 😂
Fundamentals? None. News? Blank. It's just the dog whales calling each other idiots inside, seeing who blinks first. But the order book is interesting, with dense support orders just below 1.37, this move won't lose.
I'll enter a starter position at 1.3719, stop loss if it falls below 1.34, and first target is 1.48 on the upside. Don't fomo, don't heavy load following others, dog whales flip faster than flipping a book.
If you want to secretly lay an ambush, check the card below, don't ask me why, just trust the market feel. What do you think?
👇👇👇
The above is only personal opinion and does not constitute investment advice. Cryptocurrency is highly volatile, please make decisions cautiously, profits and losses are your own responsibility. This market has been draining lately, but today the charts finally gave us something to smile about. Let me share what happened with this round of trades. First, $AKE deserves a mention. Its 15-minute chart started showing strong momentum, with the token gaining close to 8% over 24 hours. My entry was around 0.0324, and price pushed toward 0.0351, giving the position roughly 25% profit. As long as the important support continues to hold, I’ll let the trend develop instead of rushing to close. I Can be revised into a shorter version more like Crypto Circle News + Capital Flow Watch:
Writing
🚨 Capital starts chasing high-volatility targets!
$BTC slightly up less than 1%, $STRK once surged 24%, market risk appetite clearly heating up.
📊 BTC: $85,262, key level at $85,400, holding above may trigger short covering; if it falls below $84,950, watch for pullback.
🔥 ZEC: $1,334.8, position growth 10.2%, $1,346 is the short-term watershed, break above targets $1,380.
🚀 STRK: $0.0545, positions surged 58.2%, profit-taking after rally. If $0.0525-$0.0530 holds steady, strong structure remains intact.
More coins are rising than falling in the market, GameFi strengthening simultaneously, capital is spreading from mainstream coins to high-volatility sectors.
Short-term strategy: wait for STRK and others to confirm pullback, do not chase highs; BTC holds $84,950, ZEC waits for $1,346 breakout confirmation.
If you want, I can also continue to revise it into a more “Crypto Influencer Viral Short Article” style, with more emotion and interaction. Five cryptocurrencies were named, with the reason being that they don't fall further
A highly viewed post grouped $BTC $ETH $SOL $ZEC $UNI together.
It said they are the foundation, not the hot spots.
What does this number mean:
Among the five bottom cards, four are public chains, and one is an exchange token.
The so-called foundation means their respective chains are still running things.
Common misinterpretation:
Deep consensus does not equal price not falling.
A sharp drop is caused by panic selling and profit-taking together, which is different from whether the chain has stopped.
The approach given in the post is to hold the base position, be flexible, and switch positions if it falls.
Sounds stable, but actually assumes the fundamentals haven't deteriorated.
Whether the fundamentals are bad or not depends on on-chain data, not how much the price has dropped.
Those who don't move their base positions are betting that these five they hold won't fall behind.
This bet, the post didn't calculate for them.
#BTC现货ETF重回流入，ETH资金持续流出
#VanEck：比特币或继续扩大市场份额 #ZEC现货ETF连续3日流出，NU7升级临近 $BTC $ETH Big BTC and ETH battle?
"Institutions sacrifice ETH to protect BTC, nearly 600 million liquidated in a bloodbath of longs"
1. Capital Rift: Abandon ETH, Protect BTC
BTC ETFs have BlackRock holding firm, with net inflows exceeding 100 million in early October, though the pace has slowed compared to September. ETH is harshly abandoned, with ETFs seeing net outflows over 100 million for three consecutive days. Capital shows a stark contrast: BTC continues to attract funds, while incremental ETH buying is nearly exhausted.
2. Leverage Stranglehold: Liquidations and Cleansing
Over 580 million liquidated across the network in 24 hours, with longs accounting for more than half, resulting in a bloodbath. BTC funding rates have turned negative, signaling a retreat in leverage. Danger signal: ETH long-short ratio remains as high as 1.72, with retail investors stubbornly holding or even bottom-fishing during the decline. The main players won’t carry such a heavy burden to push prices up; the massive long liquidation zone below is like the Sword of Damocles, ready to trigger the final plunge at any moment.
3. Macro Tug-of-War: Rate Cuts vs. Inflation
Non-farm payrolls plunged, pushing the probability of no rate hikes in October to 80%, fueling expectations of easing. But Middle East tensions have driven energy prices higher, and the inflation ghost remains. Trump’s money distribution proposal is just an empty promise, a distant solution that won’t quench immediate thirst.
Core Summary:
Capital outflows, liquidation bloodbath, retail stubbornness, macro fragmentation. With extremely low volume, the market is like a powder keg, ready to explode at the slightest spark. $BTC $ETH Scrolling through the gainers list, I came across $PUMP, which rose 35% in 7 days and jumped another 9 points today.
Honestly, I dug around but didn’t find any solid story. These memecoin launch platforms always pitch the narrative as "the next big thing," but real money comes from capital rotation, not fundamentals.
Plus, it’s currently at its 7-day high, with volume only about 60% of usual — the rise is driven by existing holders pushing up, no new money coming in to take over. The scariest thing at this stage is when the first wave of profit-takers lets go, causing a free fall.
Let me say this upfront: if you haven’t gotten in yet, don’t chase it. Buying in at this point is just handing others a ladder. If you already hold it, hold on, but don’t add more; chasing those extra two or three points is like putting yourself on the fire. If you really want to get involved, wait for a pullback, let the volume shrink and stabilize, then reconsider. At this height, it’s just a trap for FOMO buyers. I won’t repeat what happens if it halves or goes to zero — everyone knows. $PUMP $BNB Damn it! The 787.2 order on BNB's order book keeps getting canceled and placed again. Is the market maker playing mind games here? The candlestick volume has shrunk and moved sideways for six hours, MACD is dulling at a high level, clearly a shakeout to accumulate strength. The resistance at 792 is tight, and the net capital outflow is getting more intense. Are you waiting to short here and catch a flying knife? I've already entered at 787.2, stop loss set at 793.5, target directly below 770. Don't ask, just know it's an ambush. 👇👇👇$ZEC two cycles in conflict, the key is not guessing the direction
$ZEC +1.51% in 24 hours, current price 1,328.4. On the surface, it's just a rise and fall, but the real conflict is hidden in the cycles: 1-hour is bullish, 4-hour is bearish. When two charts give opposite answers, the least useful approach is to pick the one you like and believe it to the end.
Position is more honest than adjectives. The current price is about 3.40% away from the 1-hour support at 1,283.17, and about 1.35% away from the resistance at 1,346.3. Putting the two distances together allows you to see which side needs more evidence. Looking only at the price change makes it easy to mistake the space already traveled as space not yet started.
Volume does not back the trend: the current 1-hour trading volume is only 0.24 times the average volume of the previous 20 bars. Low volume can also move prices quickly, but sustainability must be proven by the next phase of the market. A single touch or a long candlestick is not enough to draw conclusions.
It’s easier to understand this phase of the market as equipment acceptance testing: running without load is not completion, stability under boundary conditions gives weight to conclusions. Let the key levels give results first, then talk about direction more honestly. Do you think the short cycle has already led the turn, or does the longer cycle still have stronger constraints? The market is volatile; the above is only market observation and does not constitute investment advice. This is Coin Circle NiuNiu speaking.Single Coin Spot Anomaly｜Last 15 Minutes
$ETH's final segment of active trades shifted from predominantly buying to predominantly selling: overall active buying was 61.0%, but in the last five minutes it dropped to 6.8%, with the price down by 0.07% during this period. The most recent trades and price have both weakened in sync, and the overall buying proportion will dilute the current changes.Writing
I haven't updated much or traded frequently recently. For now, I'm focusing on preparing for the spring exam 👊
Looking at $BTC, a clear "double top" pattern has formed in the short term. On Friday, it dropped steadily from around 87,000. My short positions rolled over and once turned 0.5U into 10U, but support appeared near 83,000. Currently, it has rebounded to about 85,000, back in the entry zone, with only a few hundred points left before liquidation.
My judgment remains cautiously bearish on a pullback. If the 83,000 support breaks, volatility could increase further. But since funds are limited now, I won't force it; focusing on exam prep is more important.
Life has its ups and downs; even heroes face lows. First, calm down and gather strength. When the wind comes, I'll surge to the skies in one go. 👊
#BTCSpotETFFlowsBackIn #ETHFundsKeepOutflowing #OKXPlanetTopicIsHere
If you want, I can also continue to make it sound more like a viral crypto influencer's short post, sharper and edgier.$300,000 lost just because of copying the wrong address.
Just saw this from GoPlus, and honestly, my first reaction was: this is the easiest trap for newcomers.
Simply put, someone puts some small change into your wallet, so that a fake address appears in your transaction history, almost identical to the one you want to send to.
You try to be quick and copy from the history, and the money is gone.
This time it was 305,000 DAI, not a small amount.
And now it's fully automated: finding targets, creating fake addresses, laundering money all in one go.
My attitude is straightforward: don’t be lazy, double-check the address from start to finish before transferring, and for large amounts, try sending a small test first.
No one on-chain will cover you; if you send to the wrong address, it’s your loss.
The most expensive thing in this industry has never been the fees, but the slip of the hand.
#NEAR生态协议被盗380万美元资金全额追回
#SEC加密资产托管新规，拟放宽机构自托管限制 #美参议院提出新加密税收法案ADAPT $ZEC 1. Big Brother Maji
Big Brother Maji's Hyperliquid main account currently holds high-leverage long positions, with all PUMP positions fully closed.
- ETH: 35,182 units, 25x leverage long, average entry price 2689, liquidation price 2517
- BTC: 450 units, 40x leverage long, average entry price 84720, liquidation price 73501
- HYPE: 225,000 units, 10x leverage long, average entry price is relatively high, still at an unrealized loss
Based on current prices: ETH has a slight unrealized profit, BTC long position's unrealized profit is expanding, HYPE is still at an unrealized loss, overall the account has a slight unrealized profit.
2. Trend Judgment
Heavy positions in high-leverage longs, fully tied to the overall market. Currently, BTC and ETH are oscillating at high levels; as long as the market does not rapidly crash, the positions are temporarily safe; however, the 40x BTC leverage has very low tolerance for error, a rapid pullback will directly trigger forced liquidation.
3. Key Levels
BTC liquidation price at 73501; ETH liquidation price at 2517. The resistance above is BTC 85394 and ETH 2706. As long as the price holds above the liquidation line, the positions will not be liquidated; once it quickly breaks below the liquidation price, the exchange will automatically force liquidate.
4. Technical Aspect
His style is heavy positions with high leverage to bet on trends, adjusting positions anytime and able to close all positions with one click. Historically, he has repeatedly experienced large unrealized profits followed by rapid losses or even liquidation, classified as an aggressive short-term large trader, with rapid position changes and some delay in on-chain data.
5. Positioning Advice
Absolutely do not copy his trades. He is a large trader,