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Sequans sold out all BTC and plans to focus on making chips. Announcement on September 24th, they didn't keep the last 314 coins. Actually, they had already sold coins in May to repay convertible bonds and said they would continue selling the rest. They said months ago they were leaving, so who still expects them to stick around through the bull market? I think the idea that "institutions bought" has been used too much as a comfort blanket. $BTC Source: Sequans announcements on May 28 and September 24.BTC: Currently around 84900, 84433 is an important short-term bullish defense level. As long as the price stays above it, bulls still have room to counterattack; if the daily chart breaks above 85513, the head and shoulders bottom pattern is further confirmed, and the upper Bollinger band near 88000 can be watched. Conversely, if it falls below 84433, attention should be paid to 82800 below, and further down to 80811. ETH: Currently around 2690, 2680 is the dividing line between bulls and bears. RSI is close to 64, showing some divergence risk. Holding 2680 gives a chance to continue testing 2754, and after breaking through, further target is 2830; if the daily chart falls below 2628, the probability of retesting 2576 increases significantly. SOL: Currently around 120, 116.51 is the last important bullish defense line, and 124.47 corresponds to key neckline resistance. MACD histogram is gradually returning near the zero line, and the stochastic indicator is also in a high-level stagnation state. If volume breaks through 124.47, the next target is 130; if 116.51 is lost, the area around 113.68 below deserves close attention. Macro aspect: The Federal Reserve and European Central Bank meeting minutes are about to be released, and the market is awaiting new policy signals. The capital flow is also diverging: BTC spot ETF has resumed net inflows, while ETH-related funds continue to flow out, with bullish and bearish sentiment accumulating, and the market may be brewing the next directional choice. Trading idea: The most important thing now is not to guess whether it will rise or fall, but to wait for confirmation. BTC looks at 84433 ET 【ETH stuck at 2700, if it can't break through, it just can't】 On October 4th, ETH was at **$2,692**, down 45% year-to-date, with a 52-week range of $1,506–$4,756. It has rebounded 79% from the bottom but is still far from the high. **Bottom: I think it's out.** $1,500–$1,600, extreme panic zone. When it dropped to 1506 in June, 76% of people bet it would fall further—where more people gather is often the bottom. **Top: $4,756.** But that's a distant matter. The immediate issue is the **$2,700 hurdle**. The current price is stuck just below it, unable to break through by a step. - Volume breakout above 2700 → target 3000 - Spike then fall back → retest 2450, then down to 2000 Conclusion: The bottom has most likely formed, 2700 is the decisive point, direction is uncertain. Don't ask about rise or fall; no one dares to guarantee, so stay away from those who do. The variable for the future market is not the candlestick, but the pace of the Federal Reserve's rate cuts—if it lands, it's a counterattack; if not, it's a panic sell-off. #Ethereum #ETH #OKX #美联储与欧洲央行将公布9月会议纪要 Principal: 40U Target: 15,000U Current profit: 156U Today's crypto market: BTC "revived," ETH barely stabilized, ZEC cooled, SOL continued to play dead 😅 $BTC: Back to life #美联储与欧洲央行将公布9月会议纪要 BTC was mostly hovering around $84,800–$85,000 at the weekend, with very limited 24-hour volatility. After the nonfarm payroll data was released, it briefly surged to $87,000, but then US Treasury yields rebounded in a V-shape, pushing the price back down. Looking at ETF fund flows, it's clear that the situation is a "Monday inflow, Tuesday outflow, Wednesday return" cycle: - September 29: Net inflow of $66.2 million - September 30: Net outflow of $149 million - October 1: Net inflow of $103 million again. Funds have not completely left, but their sustainability and stability are indeed not ideal. What truly deserves attention are regulatory changes. On Friday, the SEC approved Volatility Shares' 3x leveraged crypto ETP, covering BTC, ETH, gold, silver, crude oil, and natural gas, providing leveraged exposure through futures contracts. Although this does not mean institutions are directly buying spot assets, it does provide new leveraged trading channels for the market. Meanwhile, on the same day, the SEC also proposed adjustments to rules related to crypto asset custody. So now, the so-called "regulatory clarity" is gradually turning from a slogan into actual actionThis week ended so quickly. BTC and ETH have been oscillating within a range, nothing new. From now on, every Sunday I will write a summary: about altcoins ZEC, HYPE, NEAR, and WLD. These are the main coins I focus on in OK Planet. The screenshot shows my capital curve, which basically matches BTC's volatility, with no real profit. The core problem was the mistake made on WLD. Also, there was a 20U drawdown on AVAX and ENA (the highest amount was 259U, so basically the losses came from these two). The final profit was still 7U, which did not meet my expectation of achieving 40x returns by the end of this week. Going from 7U to 280U is really tough. The road is hard, but the goal will be reached no matter how far!! Keep trading, trade with heart. Serve the fans and brothers of OK Planet well, and also grow better myself!!BTC has tried several times to break through 87,000 but hasn't succeeded, yet strangely, it doesn't want to drop much either. 😂 So now I'm actually less inclined to chase BTC. The resistance around 86,000–88,000 is still there; I'll wait for a real breakout before acting. Before that, I'd rather wait for it to pull back to 84,000, or even 82,000–83,000 before watching again. Instead, I'm starting to get interested in some smaller coins that have already taken a hit in advance. For example, PENGU. A couple of days ago, it dipped as low as around 0.00864, and now it's climbed back to about 0.0093. I won't chase to buy this; I'll wait for another pullback. I'll start watching between 0.0088–0.0090, and if it really drops near 0.0085, I'll be even more interested. I'm increasingly disliking chasing rallies in this market: BTC is responsible for stabilizing the table, small coins provide the odds. If you buy wrong, stop loss; if you buy right, the volatility can be much greater than BTC. So my approach going forward is simple: Wait for BTC to break out, wait for small coins to take a hit.Tribute to my three years of being a newbie in crypto trading Today, on a sudden whim, I want to share the bits and pieces of my trading journey over the past three years. Let's go back to a friends' gathering three years ago where we were drinking. Before getting involved, I only knew about crypto from online trending topics and news—some good, some bad. Friends always say one day in crypto is like a year in the real world. The profits are all in USD, and with just a finger movement, funds can easily double. At that time, I had just started working and wasn’t dating anyone. I had some spare money and was full of hopeful fantasies. I remember the first time I deposited USDT, 100 RMB, and in less than 5 minutes it doubled twice. That night, I couldn’t sleep, just staring at my phone. Paying close attention to every candlestick. The thrill brought by high leverage is really intense, especially during a one-sided market. The minute chart could rise a few points, and in seconds, returns could reach dozens of percent. Honestly, that feeling is really addictive. Although the principal was small, the heart raced with the candlestick’s wild swings at midnight—a feeling different from stock trading, and I still feel it now. But reality is that luck doesn’t last forever. I used to not understand why top traders consider a 10-20% annual return impressive. Now I see that stable growth is truly amazing. Maybe that’s the difference between ordinary people like me and professional traders—others are really trading, while I was just gambling. I hope this post serves as a warning to fellow traders and encourages us to move forward together. Are you like this too? Take profit after gaining 100 points, hold on stubbornly after losing 500 points, ending up with small gains and big losses. That's how I lost 200,000 U. Later, I learned the 334 partial take-profit method and realized that winning trades should be allowed to run. The specific approach: after opening a position, take profit on 30% of the position at the first target, another 30% at the second target, and use a trailing stop on the remaining 40% to aim for bigger moves. Currently, $BTC is at 85092, resistance at 85394, support at 85000. I opened a long at 85050, stop loss at 84800, first target take profit 30% at 85394, second target take profit 30% at 85600, and the remaining 40% with a trailing stop watching for 86000. Never hold a position without a stop loss; take it slow on the road to recovery. $BTC #$STRK The new version upgrade of Starknet has just been launched, and STRK surged 25.8 points in 24 hours. Contract holdings increased by 89% in a single day, with a long-short ratio of 1.31, indicating significant leverage added by large holders. It has risen 103% cumulatively over 30 days, and the current price is still 98% below the previous high. Watch for a volume contraction on the 0.048 pullback; if the position is unstable, let it go for now. $STRK $STRK BTC has recently tested the 87K area multiple times, but each time it failed to hold firmly above, indicating that selling pressure still exists above. Only when it truly breaks out with volume and holds above 88K can it be considered a confirmed breakout. Currently, the most important short-term support zone is between 84K and 85K. As long as the price can stay stable above this area, do not easily turn bearish. ⚠️ Also, pay attention tonight: if $BTC breaks below this level, it may test lower again. The area between 82K and 83K remains an important major support zone. On the macro level, since last Friday's non-farm payrolls release, the situation has been somewhat conflicted. The weaker non-farm data has reduced expectations for further rate hikes in October, which is positive for BTC. However, the US 10-year Treasury yield remains high around 5.2%, and with the Fed minutes coming next week, the market still worries about inflation and subsequent rate hikes.$BTC spot funds have seen continuous net outflows; don't mistake the rebound for a reversal. Global risk appetite is shrinking, the US stock market is shaky at highs, US Treasury yields are topping again, so where is the independent crypto rally coming from? ETFs are also seeing synchronized outflows, and the heat is visibly cooling down. The market is even clearer: every rally doesn't last long, chasing longs just gets crushed. Low-level chips are being distributed, market confidence is fading, and bulls holding on hard will only give back profits. I'm holding my short positions, not worried about the rebound, instead looking for opportunities to add, waiting for it to open space downward. $ETH #贝森特听证释放多重信号 #BTC、ETH现货ETF同步转流出，资金热度降温 This is the first time since the $ZEC ETF launched in August that there has been a net weekly outflow of funds; money is pulling out, and this signal says more than any positive news. Once liquidity tightens, the layers of previously built-up gains start to fall one by one. On the technical side, there is news that the network now has two independent full node implementations, Zebra and Zakura, which sounds like real progress—but the question is, does the market recognize this? Currently, volume has shrunk to about 40% of usual, and there’s no momentum either up or down. My own stance: I won’t act until the sideways movement is complete. I’ll wait for the minutes to be released and for the capital flow to turn before discussing further. Jumping in now is no different than blindly guessing heads or tails. The Fed and ECB meeting minutes are coming out tonight, and during the day some have been watching the 10-year US Treasury yield, complaining it still can’t be pushed down. These are the days I hate most; most who bet on data don’t end up well, and the two candlesticks before the release are pure emotion—those who take it seriously get hit.$BTC BTC 84,900: Closed weakly at 85K on Sunday, the afterglow of the non-farm payrolls hasn't faded, but no one is willing to add positions 24h range only 84,512–85,040, volatility <0.6%, weekend volume shrank to 1/3 of usual, a typical "table without a boss." What it's doing: Non-farm payrolls smashed the October rate hike probability from 70% down to 13–14%, BTC touched 87,085 then fell back to 84.8K (4.33 billion leverage liquidated that day). This is not a failed reversal, but a "good news realization + weekend illiquidity" retracement shakeout. Lifeline: 84,500 = key daily level, if 4H closes below → 83,900 83,800–82,800 = pullback zone, breaking 82.8K will hurt the bulls 85,200 / 86,000 = ETF breakeven walls, don't trust a breakout if it can't hold above 87,100 = non-farm peak, only a high-volume daily close above this is a true short squeeze Don't mistake spikes on Sunday for a trend. Not breaking 84.5K = bulls playing dead, not closing above 85.2K = false strength, Monday when ETFs return will reveal the truth. BTC now: Non-farm cracked the door open, weekend is just breathing in the crack. (Not investment advice · For reference only) $BTC Looked at a set of data, quite interesting, sharing it with you. BTC is now 85,127 (24h +0.30%), with a contract long-short position ratio of 1.29 It has fallen from half a day ago (1.33) — longs are reducing positions. On the spot side, the 1-hour active transactions show more aggressive buying, with a buy-sell ratio of 1.52. My experience is: the long-short ratio reflects retail sentiment; places with more people often aren't where the money is. When the ratio is high, I tend to be more cautious. Are you currently long or short? #BTC #DataAnalysis #Contracts$ARB Arbitrum’s long-term story depends heavily on whether its scaling infrastructure continues attracting meaningful applications and users. Ethereum Layer-2 competition is intense, so technical capability alone may not guarantee lasting dominance. Developer activity, application diversity and actual transaction demand are more useful indicators than short-term token performance when assessing whether Arbitrum can preserve its position in the scaling market. In early October 2026, major South Korean exchanges such as Upbit and Bithumb officially lifted the trading warning on SAND. Previously, deposits and withdrawals restricted due to the cross-chain bridge vulnerability incident in August were restored, triggering a frenzy of buying in the South Korean market. Coupled with the upcoming public beta of The Sandbox Studio's AI creation feature this month, $SAND launched a violent rally, surging over 60% in 24 hours, with shorts facing a series of liquidations. Following the trend, I went long on the SANDUSDT perpetual contract on OKX. Opened a position at an average price of 0.07389 with 50x leverage, currently holding as the mark price rose to 0.07569, floating profit at 121.80%. The lifting of restrictions triggered a liquidity pulse. However, 50x leverage has very low tolerance for error, with severe short-term overbought conditions. Avoid blindly chasing highs and pay attention to risk control. $SOL $CT #美联储与欧洲央行将公布9月会议纪要 $LINK Chainlink’s role is increasingly about infrastructure rather than speculation around a single application. Oracles, interoperability, data feeds and tokenized-asset infrastructure all depend on reliable connections between blockchains and external systems. That breadth is valuable, but it also creates a demanding question for LINK: how effectively does growing infrastructure usage translate into sustainable economic value for the token itself$BTC is like a stormy sea, and the lighthouse is the safest coordinate. A few days ago, the market was highly volatile, and BTC was darting wildly between 83,000 and 85,000 like a kite with a broken string. I didn’t blindly chase the highs but patiently waited for the storm to calm down, then went heavy long at 84,606, the "eye of the storm" where everyone was fearful. The 100x leverage quickly lifted this small boat out of danger, booking a 57% floating profit. Now I’ve dropped the anchor (stop loss) below 84,000; as long as the lighthouse doesn’t go out (support holds), I’ll stay steady in this sea, calmly waiting for the waves to settle. $ETH $ZEC #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 🔥 The Nasdaq hit a new high on Friday, $BTC is still stuck at 85,000, US stocks are actively working, while the crypto circle is slacking off ⚡ The A-shares market is closed for the National Day holiday, but US stocks will open as usual at 21:30 tomorrow night, with $ETH and $SOL also lining up at the door ⏰ ISM follows at 22:00, guess for yourself tonight 📍 Last week's close: S&P 500 around 7,723, flat for the week; Nasdaq and Nasdaq 100 hit new highs; Dow Jones fell about 0.6% for the week. AI and chip stocks led the way, bond market sell-off and nearly $100 oil dragged behind, a typical "accelerator and brake pressed simultaneously" 📅 Timeline (Beijing Time) · Monday 22:00: ISM Services PMI, expected around 55, watch the price index · Thursday 02:00: Federal Reserve meeting minutes, analysts expect hawkish tone · Friday: University of Michigan consumer sentiment preliminary 📊 Correlation: After weak nonfarm payrolls, the probability of a rate hike in October dropped to about 14%, US stocks were supported by yields, BTC stuck at 85,000, like a student who didn’t get the memo 🎯 Highlights: ISM prices are hot, both US stocks and crypto get hit; if cool, both sides can catch a breath Who moves first at Monday’s open: Nasdaq or BTC? Discuss in the comments 👇 $SOL #Aave支持代币化美股抵押借USDC #比特币与纳指相关性大幅下降：独立还是假象 #美联储与欧洲央行将公布9月会议纪要 $INJ Injective’s interesting angle is its specialization around financial applications. Rather than positioning itself as a general-purpose chain alone, the network is designed around trading, lending and other financial use cases, with cross-chain connectivity adding another layer of utility. The important fundamental question is whether developer activity and real financial usage can translate into durable network demand over time. OKXWeekend market is like dead water. $ZEC 1329. It crashed down from 1695, quite brutal, now stuck here, neither going up nor down. My short position at 822 seems to have recovered a bit. But still about five hundred points away from break-even, falling slower than a snail. After nearly a month of holding on, I've long lost my temper. $UNI 9.013. This one is the most heart-wrenching. Long position at 5.744, highest touched 10.195 but didn't exit. Now it directly dropped back to 9. Profit halved, want to close but afraid of rebound, don't close afraid it keeps falling. Watching this line every day is just torturing myself. $KMNO 0.0399. Playing dead around 0.04. Short position still trapped. Not moving at all, just annoying to watch. The market volume shrinks, no one is trading. Funds all ran to speculate on new coins, leaving a bunch of major coins half-dead here. Everyone seems to be waiting for a direction. But all that comes is endless sideways movement.Today's third analysis from Little Lobster 🦞, the first two wins pocketed $90 easily. Check out the third analysis, stay tuned! 1. Limit buy order at 85,030 ✅ 2. Stop loss at 84,650 ✅ (you said it was included) 3. Take profit first target 85,428 / second target 86,000 — confirmed these are also set (don’t just set stop loss and forget take profit) All three set = no matter what happens tonight, you don’t need to take any action. 🎯 Possible scenarios tonight (all planned for you) • No execution (price stays above 85,030) → wake up tomorrow morning and the order is still there, no loss • Executed and price rises → automatically sell half at 85,428, fully close at 86,000 ✅ • Executed and price falls → automatically stop loss at 84,650, accept $11–18 loss • Executed and price moves sideways → just leave it, check again tomorrow All three situations are handled automatically, you can sleep peacefully. ⚠️ One reminder Don’t get up in the middle of the night to check the market just because your order is set. Setting an order = handing the decision over to the system. Whether you watch or not, the price will move as it should. Getting up at night to manually close or change orders is the easiest way to lose money. ─── So: set it overnight ✅ totally OK. Confirm take profit is set, then go to sleep. Check the results in the morning. 🦞In February 2026, Coinbase's Base network officially announced its exit from OP Stack, shifting to an independent technical architecture. This move directly drained nearly 90% of the sequencer fee revenue from the Optimism Superchain, completely shattering its ecosystem revenue model. The $OP token price subsequently plummeted, retreating over 98% from its 2024 all-time high. Lacking core value capture ability, OP has become a discarded player in the Layer2 competition, and technical upgrades cannot stop the selling pressure, with bears fully dominating the market. Following the trend, I shorted the OPUSDT perpetual contract on OKX. Opened a position at an average price of 0.13554 with 50x leverage, currently holding, with the mark price dropping to 0.13165, floating profit at 143.50%. Base's departure triggered a value reassessment. However, the 50x leverage has an extremely low tolerance for error; even a slight adverse spike risks liquidation. Avoid blindly increasing positions and pay attention to risk control. $ZEC $SOL #美联储与欧洲央行将公布9月会议纪要 There have been significant changes in the Ethereum staking end in the past two days. Data shows that at the beginning of October, the validator exit queue surged to about 850,000 ETH, a nearly 392% increase compared to the start of the month, with a queue waiting time for redemption close to 15 days, hitting a new high this year. This large-scale exit was mainly due to issues with MetaMask's staking service. On September 30, MetaMask announced that its infrastructure suffered a security incident and proactively withdrew a batch of affected validator nodes. Rough estimates indicate a total of 17,000 validators involved, amounting to 523,000 ETH. MetaMask stated externally that no user wallets or assets were found to be stolen. But one thing must be clear: staking exit ≠ direct market sell-off. Ethereum itself has an exit rate limit mechanism; funds withdrawn from staking can only be unlocked in batches through a queue. Meanwhile, the new staking entry queue still has about 1.51 million ETH, a scale larger than the current exit queue. The total network staking amount remains stable around 43.7 million ETH, indicating that this is only a localized concentrated unstaking, not a collapse of the entire network's staking wave. $BTC $ETH $SOL Also liquidated UNI, altcoins liquidated. There is only one reason for liquidation: I am confident to buy back below 8.75. Because ETH is very likely to first return to around 2675, and then head towards 2740. Based on this judgment, altcoin positions can be redesigned. $TIA Celestia approaches blockchain scaling from a different direction by separating data availability from execution. That modular design could matter as more applications seek customized environments without rebuilding every infrastructure layer themselves. The thesis ultimately depends on sustained demand for data availability, developer adoption, and whether modular architecture becomes a dominant design choice rather than simply an alternative approach. 今天币圈的5个重要变化，其实可以串成一条主线： 机构资金正在回流加密市场，而资金回流之后，正在向更广泛的资产、更复杂的金融产品和更成熟的公链生态扩散。 1️⃣ 第一站：BTC，机构资金率先回流 截至10月2日，美国现货比特币ETF单日净流入约3212万美元，其中富达FBTC贡献约2930万美元。 9月以来，现货比特币ETF累计净流入约27亿美元。 这说明一个核心问题： 机构资金并没有离开加密市场，而是在重新寻找配置机会。 BTC依然是机构进入加密市场的第一入口。 ↓ 2️⃣ 第二站：ETH，资金开始寻找下一层机会 如果BTC是机构进入加密市场的“第一资产”，那么ETH正在成为资金寻找第二增长曲线的重要方向。 2026年以来，美国现货以太坊ETF累计新增资金约15亿美元。 ETH目前在2700美元附近震荡。 这意味着市场正在观察一个变化： 机构配置是否正在从BTC向ETH以及更广泛的加密资产扩散。 如果资金扩散持续，市场结构可能从“BTC单一主导”逐渐走向更加多元化。 ↓ 3️⃣ 第三站：金融产品，杠杆开始放大资金效率 资金进入之后，下一步就是金融产品不断丰富。 美国市场正在增加3倍杠杆$PONS perpetual 20x short position, opened at 0.4305, currently at 0.4114, floating profit +88.73%. The logic is simple: the 0.43 whole number resistance was tested three times without breaking, volume decreased, clear top pattern. Finally waited for a bearish candle to short. 20x leverage, stop loss at 0.44. The movement is very smooth, no chance for a rebound. Trailing stop moved to 0.42 to lock in profits. If volume breaks below 0.40, can hold a bit longer. $BTC $ETH #美联储与欧洲央行将公布9月会议纪要 Just this afternoon, a new address suddenly made a big move! This guy directly withdrew 1,420 $ETH from OKX, which at the price of 2692 at the time amounts to a full $3.82 million! What's even more impressive is that right after withdrawing the coins, while the transaction was still fresh, he immediately staked them all in Lido. Let's break down this move in plain terms. First, this is a new address making its first position—either a new big player entering the market or an old whale switching accounts. Second, withdrawing and immediately staking in Lido shows a very clear intention—they have no plans for short-term trading, but are aiming for long-term interest earnings, definitely a holder and yield farmer. The average price of $2692 is neither too high nor too low. Choosing to make a large position and lock it at this price point—doesn't this indicate that the big player thinks the price has bottomed out? They don't want to mess with swings, just want to lie back and earn staking rewards.Brothers, the Iranian foreign minister is making statements again, saying the Strait of Hormuz won't open until conditions are met. My reaction after reading this—here we go again. How many times has this been said? If it really mattered, BTC would have crashed long ago. Instead, it bounced back to 85000; the market is already immune to this kind of rhetoric, shouting alone can't shake the market. So the bears shouldn't be too confident. Until 825 breaks, the direction hasn't emerged at all; it's too early to talk about trends. Right now, it's just a huge box between 825 and 870, ridiculously wide, and the volatility is just wild. ETH is even more frustrating. It hovered around 2696 all day, with a 24-hour high of 2697.9 and a low of 2677.4, just a $20 range, and a slight intraday increase of 0.59%. Looking at 4-hour and 1-hour charts, it's consolidating at the top of an ascending channel, with bulls slightly dominant. But there's dense trading volume between 2700 and 2720, and a volume breakout hasn't come yet. My take: BTC is in wide-range volatility, ETH is slightly bullish in consolidation, and no one should rush to take sides. If someone tells you it's time to be bearish now, let them wait until 825 breaks first. #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 #贝森特：美债收益率上升符合全球趋势 $BTC $ETH $ZEC Around 85.1K, the long-short divergence of $BTC has become clearer: one scenario views the 83K area as a buy-the-dip point, waiting for support before rebounding; the other scenario thinks chasing longs near the previous high has a poor risk-reward ratio and prefers to wait for a pullback confirmation. These are all unverified trading plans, not trend facts. Kraken quotes about 85.1K, with the price approaching the upper range again. My personal market observation is that a volume-increased close above 85.1K favors the bullish scenario; if it falls below 84.7K, the pullback scenario takes precedence. I will not bet prematurely before price decides between these two paths, nor treat high leverage signals as opportunities. The real decision still lies in the close and the pullback: will you follow after 85.1K confirmation, or defend after 84.7K breaks? For information sharing only, not investment advice.Bull market: confirmed. Bitcoin closed above its 365-day moving average for the first time since March 2023 — the line that has called every bull market since 2019. Next resistance: $88K–$90K. On-chain data called this in mid-August. Bitcoin's cleared its supply wall.The next few days could get interesting for altcoins. $PROVE unlocks ~$4.2M today. $ENA follows with ~$40.2M tomorrow. $NAME is the real outlier: ~$56.7M, equal to more than 74% of its current market value. Unlocks don’t automatically mean selling. But when unlocked supply becomes huge relative to market cap, even moderate selling can have an outsized impact.$CT perpetual 20x short position, opened at 0.5156, currently 0.4926, floating profit +89.21%. The logic is simple: the 0.515 integer resistance was tested three times without breaking, volume decreased, clear top pattern. Finally waited for a bearish candle to short. 20x leverage, stop loss at 0.52. The movement is very smooth, no chance for a rebound. Trailing stop moved to 0.50 to lock in profits. If volume breaks below 0.48, can hold a bit longer. $ETH $BTC #美联储与欧洲央行将公布9月会议纪要 $NIGHT is up roughly 91% in seven days. And it isn’t just a one-day spike. The token is now around $0.049 — its highest level in roughly six months. What’s unusual? Cardano itself has been down about 5% over the same period. NIGHT is moving independently of its broader ecosystem. The upcoming v8 upgrade is now the catalyst to watch.$MUBARAK feels like it’s nearing the end of its compression—next move could be explosive either way. 👀 I’m already in, so now it’s simple: either I get wiped, or $0.02 becomes the exit target. 😂 Key zones: • $0.069 — breakout trigger • $0.065 — first support • $0.063 — major support A failed breakout followed by weakness could send it lower fast. Watch OI and volume closely. $ZEC $CT #BessentTreasuryYields #NEARFundsRecovered #NEARFundsRecovered $PONS Does holding 0.4 mean the bottom is confirmed? Today's observed 24-hour range is 0.4—0.4358, with a window change of about -2.76% and a trading volume of approximately 8 million USDT. The lowest price is an observation boundary, not a guarantee; holding it once may only be a temporary support. Multiple pullbacks that can still raise the lows provide more evidence of a bottom. If the price later breaks above 0.4358, holds on a pullback, and trading volume cooperates, I will raise my judgment on continuation; if it falls below 0.4 and the rebound fails to recover, I will lower my judgment. The above boundaries come from this observation window and need to be rechecked as the market changes.$HYPE just got a serious vote of confidence. Hyperliquid Strategies bought another 1.9M HYPE worth ~$167.2M. Its total holdings are now around 37M HYPE, valued at ~$3.26B. And HYPE is still below its previous ATH. The interesting question: How much supply can a buyer of this size absorb if the market stays sideways?$BCH perpetual 50x long position, opened at 311.1, now at 318, floating profit +110.89%. I've actually been watching this trade for quite a while. The 311 level was repeatedly tested but never broken; every time it approached this area, there was buying support. After confirming the bottom was valid, I decisively went long on the bullish candle. Using 50x leverage, position size pushed to the extreme. Currently floating profit is +110.89%, and the trailing stop has been moved up to 315. Not greedy, locking in profits first. $ZEC $ETH #BTC现货ETF重回流入，ETH资金持续流出 Today I was flipping $PONS V2 and saw something that completely stunned me. Originally, to prevent launch bots, it would charge a maximum 99% anti-sniping tax in the first few seconds after launch, then quickly drop to 0 within about 5 seconds. That sounds reasonable, at least preventing bots from sweeping up the new coin immediately at launch. The problem is: the project creator can exempt up to 32 addresses from this tax. On-chain analyst Wazz recently tracked 53 token projects on Robinhood Chain and believes the same operation has siphoned off at least $18.43 million. The Block itself reviewed 10 of the PONS V2 projects and found that 9 showed similar situations: the creator first exempts 15–25 addresses from tax, then these addresses almost instantly buy together at launch, directly consuming the curve, and in the end, the creator plus these exempt addresses can get 82%–86% of the supply. It was only when I saw this that I realized. What I used to fear was bots front-running, but now I see the biggest danger might not be "who runs fastest," but "who doesn’t have to pay the entry fee from the start." Of course, the $18.43 million total is currently Wazz’s statistic; The Block has not fully independently recalculated, so I won’t outright condemn all PONS V2 projects. $ATOM ATOM rose 2.78% to $1.77. But what’s really worth watching isn’t the price, it’s the smart money’s position: top traders hold 59.3% long, with a long-short ratio of 1.46. This isn’t retail FOMO; it’s institutional-level capital actively accumulating around $1.75. ATOM has risen above all major moving averages—7-day, 20-day, 50-day, 200-day. The technical structure is aligning, momentum just hasn’t ignited yet. Gauntlet’s second reform phase focuses on dynamic inflation, and Wells Fargo will launch Cosmos tokenized deposits this fall. The structure is changing; price is just the shadow. In 2-3 years, it might be out of reach. #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 #交易之声：你的经验值得被听到 A Bitcoin address dormant for 13.1 years just woke up, holding 801 BTC worth ~$68.3M. It moved 43 BTC in what looks like a test transaction before the full transfer. Ancient whales rarely move without a reason and this one predates the 2013 rally. Your read? $BTC Brothers, ETH is now at a position that's uncomfortable both up and down. The current price is $2693, hovering right in the middle. Looking down, 2559 is the first hurdle; if it really drops 5% to that level, a bunch of high-leverage long positions will be liquidated immediately. Looking up, 2801 is a major threshold; if it rises 4% to that point, high-leverage short positions will be wiped out. The liquidation danger zone above is closer to the current price, meaning if it really moves up, shorts will be liquidated first. There are two small traps below: 2478 and 2323. Above, there are two major checkpoints: 2814 and 2983. These levels are calculated based on public prices and open interest contracts; this doesn't mean the price will definitely reach them, nor is it a prediction of rise or fall, so don't misunderstand. Compared to 24 hours ago, ETH has quietly risen 0.57%. #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 #贝森特：美债收益率上升符合全球趋势 $BTC $ETH $ZEC Lately I've been watching ZEC every day, and I almost forgot about $xMRVL. So I checked what Monero has been up to recently. Wow, on October 5th, it also has a big move. The beta stressnet for FCMP++ and CARROT is going to undergo a new round of hard fork testing. To be clear, this is not an immediate upgrade to the XMR mainnet tomorrow. But FCMP++ is something I think privacy coin users really should pay attention to. Currently, Monero hides a transaction by basically hiding the actual spent XMR among 16 candidate outputs, so you don't know which one it is. FCMP++ wants to go even further. It plans to expand this range directly to all qualifying outputs on the entire chain, which currently exceeds 150 million. From 16 to over 150 million. My first reaction when I saw this was: Bro, you're not just enhancing privacy a bit. You're planning to flip the table😭 And this has been in development for over two years now; it's no longer just a PPT stage. The stressnet has already reached v3, and P2Pool has just released a test version compatible with FCMP++ / CARROT. Of course, there's still some distance before it goes live on the mainnet. Monero's official roadmap still marks FCMP++ and CARROT as In Progress, and there are still many unfinished tasks in the related hard fork milestones on GitHub. So it's definitely wrong to hype "XMR's epic upgrade tomorrow." But I've been thinking about one question recently: After ZEC reignited the privacy track this round, who can take the next baton? If XMR successfully pushes FCMP++ to the mainnet, I think it will at least give a very strong answer: While others are still debating whether privacy is needed, Monero has already started researching how to hide you even deeper😭 Let's first see if the test on October 5th can run smoothly. I'm planning to keep an eye on this. For personal organization only, not investment advice, DYOR.📊 Daily Brief｜2026-10-04 🌐 Market Overview: Total crypto market cap around $2.98T, up about 2.2% in 24h; trading volume about $91.6B, significantly expanded compared to previous period. ₿ BTC around $84.8K–85.3K, up about 1% in 7 days, BTC Dominance about 57.5%, funds starting to spread to some strong altcoins, but not yet a full altcoin season. 🏦 BTC ETF: Net inflow about $82.9M this week, inflows on 4 out of 5 trading days, but sharply down from $2.39B last week; IBIT remains the main buyer. The fund flow is bullish but with reduced intensity. 🔥 Bull Score: 70/100 🪙 Altcoin Season: 57/100 ⬆️ BTC breaks $90K: confirms a new main uptrend, can increase risk positions; ⬇️ Pullback to $82.8K: normal fluctuation; $75K is an important zone to observe for adding positions; if weekly closes below $70K, then significantly reduce risk. 💵 Recommendation: Crypto 80% / USDT 20%. 🚀 Potential Coin: MORPHO One sentence today: BTC has not entered the bull tail; altcoin rise looks more like funds starting to spread from BTC to high-quality DeFi, AI/identity sectors; the focus now is not chasing the rally, but holding strong assets, reducing weak high-risk positions, and waiting for BTC to truly break $90K before increasing aggressiveness. Day 43 of the $ZEC short saga, 47 days to go. 😂 $ZEC is back near $1,334, showing stronger momentum than the majors. $1,345–1,360 is the key resistance zone, while $1,300 and $1,283 are the levels I’m watching below. $BTC has ETF support but looks overheated, while $ETH is still mostly following BTC. ZEC looks strong, but chasing the short here feels risky. Patience > forcing a trade. 📊 Not financial advice. $BTC $ETH $ZEC #BessentTreasuryYields #NEARFundsRecovered #G7OilReserveRelease Why Block Reorganization Risk Is Related to Extreme MEV Under normal circumstances, validators continue to produce blocks along the established chain because abandoning the latest block results in lost time and rewards. However, if a historical block contains an abnormally large extractable value, newcomers may be motivated to reorganize the chain to compete for that profit. Although the probability is low, it reveals a principle: when the revenue from a single block far exceeds the normal reward, economic incentives may begin to challenge consensus stability. Ethereum's finality, slashing rules, and broad validation increase the cost of reorganization, but they are not a magic that makes "any amount impossible to shake." The protocol needs to limit the temptation of extreme profits to consensus, and applications should avoid exposing huge, replicable profits in a single atomic transaction. $ETH security depends not only on the total stake but also on the relative relationship between attack gains and penalty costs. Ordinary users do not need to worry about chain reorganizations for every arbitrage; what truly deserves monitoring are abnormal block values, consecutive reorganizations, and delays in finality. Incorporating tail risks into design is more reliable than claiming they will never happen. The advantage of a mature settlement layer is not the absence of economic attack surfaces but the ability to continuously identify incentive imbalances and keep attack costs long-term higher than potential gains.#VanEck: Bitcoin May Continue to Expand Market Share Mid-term Intelligence Brother analyzes for everyone VanEck is bullish on Bitcoin's share; the core reason is not that "altcoins will die," but that institutionalization is making $BTC the "core position" in crypto assets. Spot BTC ETFs, corporate treasury purchases, and sovereign/central bank reserve narratives are concentrating funds from long-tail tokens into Bitcoin; ETF custody and a high proportion of long-term holders tighten circulating supply, structurally supporting BTC's market share. But don't misinterpret this as a short-term one-sided surge Long-term share expansion has fundamentals; short-term depends on ETF flows and macro liquidity validation. Altcoins are not without opportunity, but within institutional allocation frameworks, they are likely to continue being compressed into "satellite positions." $ETH $HYPE #The Fed and ECB will release September meeting minutes A professional way to read the market: $BTC indicates whether the capital is staying in crypto; $ETH shows if the capital is expanding into the ecosystem; $SOL reflects the level of risk acceptance; $XRP reveals the strength of a separate narrative branch. When all four signals align, altcoins may enter a phase of strong volatility. When BTC rises but ETH, SOL, and XRP weaken, be cautious of FOMO. ETFs remain data worth monitoring because capital flows can change rapidly session by session. Capital flow is more important than slogans.🔷 Billions are returning, but premiums have disappeared • Crypto companies are raising billions, but without premiums • Kalshi: $1 billion at a $40 billion valuation (twice May's level) • Blockchain.com: $500 million IPO, valuation $4-6 billion (vs $14 billion peak) • DWF Ventures: only 4 out of 20 crypto treasuries trade above NAV 🧠 The industry is attracting capital, but rationally. Kalshi gets a premium, Blockchain.com is 3 times below its peak. Crypto treasuries are not working ❓ Will premiums return?👇 $BTC
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