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AMD has surpassed one trillion! The AI market is really here, and Bitcoin is surging along!
Brothers, AMD's market value has exceeded 1 trillion USD for the first time, rising over 9% in a single day. Nvidia, Broadcom, TSMC, Intel, Arm, and Qualcomm have also collectively strengthened.
This wave is not just simple speculation; the core is that the market is starting to reprice AI inference computing power. With the accelerated adoption of AI Agents, demand for servers, CPUs/GPUs, and data centers may continue to grow. AMD breaking one trillion essentially means capital is betting: AI training is just the beginning, inference could be the next big cake.
Even more interestingly, while tech stocks are strengthening, Bitcoin has surged to around $87,000, the total crypto market cap has returned to 3 trillion, ETF funds are flowing back, and short liquidations are increasing.
This logic is worth the crypto community's attention: AI chips → computing power → tech stock risk appetite → capital sentiment diffusion → crypto market.
Of course, whether sentiment can turn into a sustained market ultimately depends on orders, performance, and capital flow.
If the AI market continues to spread, will the crypto sectors of AI, computing power, and DePIN become the next stop?
#AMD市值突破1万亿美元，芯片股集体大涨 #BTC冲高$87000，加密总市值重返3万亿 $BTC What is Sunism?
Sun Yuchen himself gave the simplest definition: "The essence of Sunism is winning."
1. Reject the "factory settings" of society
In youth, invest time, energy, and trial-and-error costs into high-growth tracks, rather than being locked down by mortgage and family responsibilities.
2. Cognition > Effort, Direction × Cognition × Leverage × Time
It's not about working hard blindly, but about finding future growth: early heavy investment in Bitcoin, Tesla, engaging in TRON/DeFi/NFT/RWA/stablecoins/AI, seizing narratives, concepts, and attention.
3. The "Three Nos" before 30
No buying a house, no buying a car, no marriage (early version). The core is not asceticism, but not letting heavy assets and consumer debt consume your leverage for a comeback.
4. Attention is currency
Bidding for Buffett's lunch, spending $6.2 million on a banana, writing "My Girlfriend Jing Tian," associating with the Trump family/space/art circles—controversy is also traffic, bad publicity is still publicity, and traffic ultimately leads into the TRON/HTX ecosystem.
5. Result-oriented, never leave the table
Don't care about appearances, but whether you survive, have resources, exposure, and a comeback. Not dying in a bear market, not disappearing under regulatory pressure, continuing to tweet despite ridicule—this is what Sunism's most devoted followers admire.
In a nutshell
Sunism = cognitive upgrade + seizing trends + extreme marketing + embracing risk + attention arbitrage + never giving up + only recognizing results. 🔥 ETF inflows cool down, but BTC / ETH prices remain firm
On September 22, spot ETF funds continued to maintain net inflows, but slowed significantly compared to the previous trading day:
₿ BTC ETF: +$104.5M
Cumulative net inflow about $56.3B
♦️ ETH ETF: +$37.7M
Cumulative net inflow about $13.6B
Meanwhile, BTC is still fluctuating around $86.5K, ETH remains near $2.76K, not far from recent highs of $87.4K and $2.81K respectively.
What’s more noteworthy is—
ETF buying has weakened, yet prices have not significantly broken down.
The day before, the US spot BTC ETF recorded nearly $1B in single-day net inflows, and the ETH ETF reached about $270M; BTC once broke through $87K before pulling back.
This means the market now truly needs to watch not just ETFs:
💰 Will spot funds continue to support?
📉 Is short covering still providing liquidity?
🏦 Can institutional/corporate buying take over?
📊 After BTC’s breakout, can ETH continue to follow?
Regarding ETH, Reuters pointed out that ETH has broken through the key resistance near $2,661 and entered a new technical structure phase; while BTC, after recently hitting an 8-month high, has also seen clear battles between bulls and bears.
The core issue has changed:
ETF inflows are slowing I glanced at the market this morning; BTC is hovering around $86,000, down about 0.2% in 24 hours, quoted at approximately $86,400. Honestly, I was a bit excited when it surged to $87,363 yesterday—that was the highest since January. But today's consolidation feels more reassuring than a direct surge.
The most intuitive feeling from this rise is that the shorts have been "bloodied." CoinGlass data shows about $535 million in short liquidations in the past 24 hours, with over $1 billion in short liquidations across the entire crypto market. In a trading group I follow, friends who were previously shouting short have all gone silent today.
ETF capital is also cooperating. On September 21, the US spot Bitcoin ETF saw a net inflow of about $1 billion in a single day, the highest since late October 2025, with BlackRock's IBIT alone contributing $380 million. Institutional funds are entering with real money, which is more convincing than just contract-driven rallies.
There are two key levels ahead: the upper range of $87,000 to $90,000 is the first substantial test. Deribit options data shows about $2.7 billion in open interest near the $90,000 and $95,000 strike prices. On the downside, if $80,000 to $82,000 can hold, this breakout is more likely to evolve from a short squeeze into a trending market. The September curse will most likely be broken this year; the price has already risen just over 10% this month. Let's wait and see. $BTC $ETH $XAUT #BTC冲高$87000，加密总市值重返3万亿 500U Challenge to 1 Million | Day 11
Initial Capital: 500U
Current Net Value: 714.56U
Profit/Loss: +214.56U (Total) | 27.66U (Today)
Profit Rate: +42.91% (Total) | 4.03% (Today)
Unconsciously, the 500U challenge to 1 million has reached day 11. Last time, after a rise to 87,000, it pulled back to around 85,400 where I added positions. After adding positions near 116.8 for SOL, I replenished my position today due to personal matters but did not perform any T operations.
Today's market fluctuated with a slight upward trend. The account profit was 27.66U, total net value increased by 214.56U, and the 11-day profit rate reached 42.91%. Considering the position control was within 5x leverage, I am quite satisfied with this return. The main disappointment is that the heavy U-based position losses have not yet been recovered. The 220U capital then is now only 185U, a loss of 35U. Meanwhile, the BTC spot bought with 160U at that time was 0.00207 BTC. Through coin-based contracts, the current spot holding is 0.0038 BTC, with a net value of 337U, successfully doubling the capital with a 109% gain. SOL was bought with 120U for 1.2 coins; currently holding 1.83 coins worth 218U, a capital growth of 81.5%. Only the 220U U-based capital was not utilized well and dragged behind.
Therefore, contracts really cannot be rushed. I believe slow is fast, and fast is slow. I will continue to hold long positions waiting for a rise.
The above is my personal trading experience record and does not constitute investment advice!Early on 9.23, the current price of Ethereum is 2765. This round of shorting is somewhat against the major trend, and this feeling is a bit familiar—it's a one-sided movement with no pullbacks at all.
However, the advantage of Ethereum is that its recent volatility is quite large. Even without pullbacks, the grid strategy can still achieve a good transaction frequency. So far, there have been over three hundred transactions at the current price, recovering 3% of the loss.
The daily resistance level at 2760 mentioned yesterday has been broken through, and no new resistance level is seen above for now. This is the most frightening! Under the current situation, for the price to drop, we must wait for news!
$ETH #Strategy再度增持，财库同步加仓
Welcome to follow and comment, let's communicate together!"Modeling scenarios from the $FIL token economics simulator.
By the end of 2027, daily net supply growth could decline by 86 to 119% from the August 2026 level, depending on demand, rewards, collateral, and burn.
At the high end, FIL is modeled as net deflationary. $SNDK SanDisk intraday plan looks at the 1910-1830 range
Currently choosing to try short if 1900 cannot be surpassed
Yesterday, shorted near 1795 down to around 1735; when it couldn't go lower, chose to exit and took a short-term profit. Today, this short-term short will watch if it can break below 1835-1815; if not, reduce or exit, if broken, look for the next support near 1735
SanDisk is currently at a stage where fundamental catalysts and technical resonance coincide. Rosenblatt's buy rating provides the market with a clear valuation anchor, and the structural logic of AI storage demand forms medium- to long-term support; technically, the bullish arrangement is complete, MACD golden cross continues, and the short-term trend is strong. However, considering the stock price has accumulated a significant rise, chasing higher in the short term requires caution for profit-taking risk. MA5 (1814.9) is the short-term dividing line between bulls and bears; if it pulls back to this level without breaking, the bullish structure is expected to be maintained.
The above personal views are for reference only.
#闪迪纳入标普100，焦点转向AI需求 "Knowing it will rise but buying less" is probably the most painful realization in the crypto world.😭
ZEC 50x long position, entered at 1506.23, closed at 1586.01.
Captured a +259.20% floating profit, successfully took profit.
Although still far from my "stop at 10 BTC" goal, in this market, getting the direction right and walking away with profit is already beating 90% of people.
No holding losing positions, no greed, waiting for the next pullback opportunity to fight again.
Brothers, did you catch this wave of ZEC? Or are the bears just blowing wind at the mountaintop?The market is no longer moving like a single-asset trade. $BTC → leading momentum $ETH → breaking higher $SOL → high-beta watch Altcoins → waiting for liquidity rotation BTC's move above $86K came alongside strong ETF demand and broader risk appetite. Here's the roadmap I'm watching: BTC holds breakout ↓ ETH confirms above resistance ↓ BTC dominance stabilizes ↓ Liquidity starts searching for higher beta That's when altcoins can become much more active. But I don't chase the first green candle. 主流幣裡 SOL 這一小時回補上來，ETH 卻再縮一截；真正搶鏡頭的反而像是 ANTHROPIC。 這一小時 BTC、SOL、ETH 提及量是 83、45、20；同窗口 BTC 偏多約 52%、偏空約 14%，SOL 偏多約 62%、偏空約 9%，ETH 偏多約 35%、偏空約 5%。旁支裡 ANTHROPIC 提到 48 次、偏多約 75%，AAPL 21 次幾乎中性，HYPE 與 OPENAI 各 14 次但聲調相反。 上一窗是 89、36、27。這一窗 BTC 略降、SOL 明顯回升並壓過 ETH；ANTHROPIC 聲量甚至高過 SOL，也可能只是 AI 敘事短窗集中，跟鏈上資金未必同向。聲量≠成交。 SOL 語氣偏熱、BTC 偏多占比變軟、AI 旁支異常高，哪條線能撐過下一窗暫時還說不準。先記「SOL 回補、ETH 再縮、ANTHROPIC 異常高」，有新快照再對。FTX hasn't finished liquidating yet, and $ETH started moving again just after the rebound.
On September 23, the FTX/Alameda asset liquidation team transferred 27,372 ETH through 6 wallets, worth about $75.32 million, which then went to Wintermute. The market generally believes this is more like entrusting Wintermute to handle subsequent sales rather than directly dumping on exchanges.
Actually, this is not sudden; FTX bankruptcy liquidation has been ongoing. In March 2026, about $2.2 billion was distributed to creditors, and in July, the fifth round of distribution worth about $900 million was initiated. So far, the bankrupt assets have continuously returned large amounts of funds to creditors, and asset disposal is naturally still ongoing.
Currently, the impact on the market is bearish but not very significant in the current market conditions.
$75 million is not a particularly large volume for the entire ETH market, and after handing it over to Wintermute, it is very likely to be absorbed through OTC or in batches, so the actual market impact may not be very large.
What is really worth noting is that this "old seller" FTX has not completely disappeared.
Whenever the market rebounds, FTX/Alameda assets that have been dormant for many years may continuously re-enter circulation. In the short term, this adds some selling pressure to ETH, but more so it suppresses rebound sentiment rather than changing ETH's overall trend.$ETH $BTC $ZEC BTC surged to $87000, and the total crypto market cap returned to 3 trillion. BTC surged near 87000, and the total market cap stood above 3 trillion again; this move is not baseless.
After the US Treasury repo news was released, liquidity expectations directly eased, with spot ETFs attracting nearly 1 billion in a single day, short positions forcibly liquidated nearly 900 million, and leverage pushed up accordingly.
$BTC pulled up sharply from around 80,000, and altcoins followed suit, with $DOGE rising over 10% in one day.
But what I’m more concerned about is that leverage has already piled up to nearly 160 billion at a high level; this rise clearly has a short squeeze flavor. The short-term sentiment is hot, but once profits are given back, volatility will increase.
Now is not the time to chase highs, but to observe whether the funds can truly settle down.
#BTC冲高$87000，加密总市值重返3万亿 #AMD市值突破1万亿美元，芯片股集体大涨 #财报观察员：好市多Q4财报即将公布 I have held $BTC for almost four years. I still don't quite understand the options data, but I can break down the mechanism. On Friday, $1.81 billion worth of options will expire. The real price determinant is the market makers' hedging actions, not the expiration itself.
BTC's open interest put/call ratio is only 0.66, and the trading volume ratio is even lower at 0.37, indicating that bullish contracts outweigh bearish ones. The bullish positions are clustered at the $90,000 and $100,000 strike prices. When market makers sell calls, they have to buy spot to hedge, which adds upward pressure. Conversely, if the price falls away from these two strike prices, the withdrawal of hedging positions will accelerate the decline.
To be frank: before expiration, watch whether $90,000 can hold. If it doesn't hold, the crowded bullish positions themselves are a risk.
#BTC冲高$87000，加密总市值重返3万亿
#美国加密税收与BTC储备法案获推进 #美联储10月再加息概率破55% $BTC The three brothers have all shifted from "gradual decline recovery" to "short squeeze + ETF inflow." The biggest risk now is not an immediate major correction, but that everyone treats the short squeeze as a new trend and adds positions at levels like 86,000, 2,760, and 119.
Today's focus is on the US PMI data and the upcoming meeting window between Trump and Xi Jinping.
$BTC has climbed back above the long-term moving average, marking the strongest structural recovery in nearly 300 days.
Support: 85,200, 84,000, 83,000
Resistance: 86,800, 87,400, 88,000–90,000
Viewpoint: The 83,000–86,000 range was originally a dense short zone but has turned into short-term support. The mid-term structure is bullish, but the current position is better suited for waiting for a pullback rather than chasing highs.
$ETH on-chain and institutional funds continue to accumulate.
Support: 2,700, 2,640–2,560
Resistance: 2,800, 2,890, 3,000
Viewpoint: 2,700 is the current key dividing line. Holding above 2,700 keeps the 2,800–3,000 range open for further testing; losing it points to support near 2,640.
$SOL ETF inflows are present, with contract positions relatively high.
Support: 114, 110–107
Resistance: 120, 123–125
Viewpoint: Maintaining a strong structure above 114; breaking below 114 requires caution for further pullbacks. The issue with SOL is that leverage is heating up faster than spot demand.#BTC冲高$87000，加密总市值重返3万亿 🔥 $ZEC | On-chain privacy demand is heating up
Zcash recorded 62,379 shielded transactions last week, marking the highest weekly total since 2022. This signal is more worth watching than just a price increase: users are actively using privacy features, not just market speculation.
Catalysts are also stacking up:
⚡ NU7 is expected to upgrade on November 5, reducing block time from 75 seconds to 25 seconds.
🏦 21Shares ZEC ETP adds a compliant allocation channel for European institutions.
📉 Large ZEC short positions have previously been closed, changing the market's selling pressure structure.
What truly deserves attention is that ZEC's rise is shifting from a "price narrative" to simultaneous validation across "on-chain usage + infrastructure upgrades + funding channels."
If privacy demand continues to grow, how will the market reprice ZEC? #BTC87KCryptoCap3T #ZEC38KShortClosed Recently, spot ETFs have continued to see net inflows, but the intensity of funds has significantly cooled compared to the previous trading day. 🟢 $BTC: about +$86.7M 📌 Price: about $85.8K 📈 Recent high: about $88.3K 🟢 $ETH: about +$32.4M 📌 Price: about $2.74K 📈 Recent high: about $2.83K Here's what's interesting: capital inflows are slowing, but the price structure hasn't been significantly disrupted so far. 🔥 BTC is still holding at key highs, and ETH has not shown any obvious trend pullback. This means what the market really needs to watch now is no longer just: "Is the ETF still being continuously bought?" Instead: 👀 If the marginal buying interest in ETFs weakens, who is actually absorbing the market's selling pressure? Next, focus on the following: 💰 spot capital flows 📊, whether trading volume follows ⚡ OI and funding 🔵 rates, whether ETH/BTC continues to strengthen. If prices can remain high while ETF funds cool down, it suggests there may still be other buying support. But if the ETF continues to weaken and BTC falls below $84.6K and ETH falls below $2.65K, then a short-term structure needs to be reassessed. Capital flow is the clue, price is the confirmation 🔥 #BTC #ETH #BitcoinETF #EthereumETF #DailyOrbit #OKXOrb#AMD市值突破1万亿美元，芯片股集体大涨
The Nasdaq surged 2.26% to a record high, Meta's AI assistant alone exploded with a market value of 1.3 trillion RMB in a single day
Monday's US stock market was truly lively, with a rare broad short squeeze rally
The Nasdaq rose 2.26% to 27,122 points, hitting a closing record high for the first time in nearly 4 months
The S&P 500 rose 1.49%, the Dow Jones rose 0.71%
The leader was Meta, soaring 11.43% in a single day
Market value increased by about 193.8 billion USD overnight, nearly 1.3 trillion RMB
The largest single-day gain since April 2025
The trigger is a bit simple
It's Meta's AI agent Muse, which directly pushed ChatGPT off the top spot on the US App Store free chart
It can help you shop online, book movie tickets, and reserve restaurants; it's a truly capable agent
The market immediately imagined a new logic: once agents become widespread, server CPU demand will explode
So chip stocks went crazy
The Philadelphia Semiconductor Index rose 4.29%, ARM rose 17%, Intel rose 12%
AMD rose 9.95%, its market value surpassed 1 trillion USD for the first time in history
A blockbuster application has reignited the entire computing power chain. The potential is huge #BTC surged to $87000, and the total crypto market cap returned to 3 trillion. BTC surged near 87000, and the total market cap stood above 3 trillion again; this wave is not baseless.
After the US Treasury repo news was released, liquidity expectations directly eased. The spot ETF attracted nearly 1 billion in a single day, short positions were forcibly liquidated by nearly 900 million, and leverage pushed prices up accordingly. $BTC pulled up sharply from around 80,000, altcoins followed suit, and $DOGE rose more than 10% in one day.
But what I’m more concerned about is that leverage has already piled up to a high level near 160 billion, and this rise clearly has a short squeeze flavor. The short-term sentiment is hot, but once profits are given back, volatility will increase. Now is not the time to chase highs, but to observe whether the funds can truly settle down. TZEC liquidation amount exceeded $13.4 million in the past 4 hours, ranking first across the entire network.
On September 23, ZEC broke through $1600, reaching a recent all-time high, with liquidations totaling $13.4047 million in the last 4 hours, ranking first across the network, including $12.9 million in short liquidations.
On September 23, ZEC surpassed $1600, having steadily risen from $1000 and $1200 within three weeks. On September 4, 6, and 17, short-dominated liquidations occurred consecutively. In the recent 4 hours, $13.4047 million in liquidations included $12.9 million in shorts, still ranking first across the network; the 4-hour window ranking first indicates the upward momentum density is higher than the $44.29 million liquidations over 24 hours on September 6.
On September 17, open interest surged 29% in 24 hours to about $3.35 billion. The large account long-short ratio was 0.3168, and the large account position long-short ratio was 0.7663: more short accounts, but long positions are more concentrated among large holders. Each price increase forced dispersed shorts to cover. On June 5, liquidations reached $107 million, with longs accounting for $76.59 million and open interest dropping sharply by 38%. Now, the market has shifted back to continuous short clearing.
The fragile point above $1600 is whether new shorts will enter under the conditions of concentrated large-holder longs and negative funding rates.
#ZEC巨鲸3.8万枚空单平仓，亏损超3500万美元 $ZEC $ONE current price 0.00322, short-term key support at Bollinger lower band 0.003093, first resistance above at MA5 0.003314, second resistance at MA20 0.003538. 24h crash of 29.46%, trading volume 30.3M USDT, typical panic selling, but here we need to calmly analyze the structure.
From the sentiment perspective, the Fear and Greed Index is 71, still in the greed zone, the market has not entered systemic panic, BTC has not experienced a crash-like drop, which means ONE's plunge is more of an isolated coin event rather than a market-wide sell-off. In sector rotation, funds clearly favor strong coins like UNI, while weak coins are being drained; ONE is on the abandoned side.
Technically: MA5 0.003314 has crossed below MA20 0.003538, moving averages in a bearish alignment; RSI 36.1 near oversold but not bottomed; MACD histogram -2.224e-05 still negative, bearish momentum not exhausted. But the Bollinger lower band at 0.003093 is right below, and funding rate -0.3023%, shorts pay to hold positions, indicating a very crowded short side, with potential for a short squeeze rebound.
Directionally, I tend to seek an oversold rebound near the Bollinger lower band rather than chasing shorts. Greed index at 71, 24-hour amplitude nearly 30%, can this wave still be chased? The answer is no to chasing the high, but you can wait for a pullback — currently, this is a market for holders, not for chasing the rise.
$BROCCOLI714 current price 0.02607, 24h +27.05%, 30 candlesticks amplitude about 29%, volatility has entered a high zone. MA5=0.025604 crossing above MA20=0.024778, mid-term structure still bullish; but RSI=64.6 close to overbought, MACD histogram=-0.0001003 has turned bearish, price is also close to the upper Bollinger band at 0.0275058, volume-price divergence is obvious. Funding rate +0.0050% indicates longs are paying to hold positions, sentiment is crowded, and the greed index of 71 further warns us: the worst case now is not that it won’t rise, but a spike down to retest around MA20 and then another shakeout.
In terms of operation, the direction is still bullish but only trade on pullbacks: entry reference 0.02480–0.02530 (MA20 support and buffer below MA5), take profit 1 at 0.02750 (upper Bollinger band resistance), take profit 2 at 0.02900 (measured extension after breaking the upper band), stop loss at 0.02380 (effective break below MA20 means structure deteriorates). Position size controlled within 5% of total funds, leverage no more than 3x. Recently, spot ETF inflows have started to slow, but market prices have not followed with significant breakouts. 👀 🟠 $BTC ETF single-day net inflow is about +$82.6M, price is about $85.9K, recent high is about $88.1K🔵$ETH ETF daily net inflow is about +$31.2M, price is about $2.73K, recent high is about $2.84K 📉, and the focus has shifted: The question is no longer just—"Are ETFs still buying?" Instead: When ETF inflows slow down, who continues to absorb selling pressure? 🤔 If ETF buying slows but BTC still holds in the $84.8K–$85.5K range, and ETH remains above $2.65K, then there may still be other types of spot demand in the market. 📊 Next, focus on: whether capital flow → continues to cool down, trading volume →, whether price is supported, OI →, leverage, overheated, ETH/BTC →, whether funds are starting to rotate 🔥, slowing flows, ≠ trend ending immediately. What truly deserves caution is: continued ETF outflows + amplified trading volume + key support breached. Until then, let the price structure answer itself #BTC #ETH #BitcoinETF #EthereumETF #DailyOrbit #OKXOrbit #CryptoCap3TBlackRock says AI wants to buy stablecoins, but this is not said for you to hear
BlackRock made a statement saying AI agents will bring demand for stablecoins.
No numbers or timeline were given.
What exactly does it do:
AI agents are programs that automatically place orders for people.
To pay, they need something that can settle automatically.
How the money comes in:
Stablecoin transfers don’t require manual review.
The program can initiate and receive on its own.
BlackRock is looking at this channel, not the coin price.
They are staking a claim first, waiting for the programs to actually start spending.
On that day, the payment won’t be made by a person.
#Apple、Google招聘稳定币相关人才，或进军加密支付？
#欧洲央行上线代币化结算平台 #AI降速争议未退，算力投入继续加码 $ZEC Recently, ETF funds have become active again, and market attention has shifted from simply BTC rising to ETH and SOL. 👀📊 🟠 $BTC: about +$812M 🔵 $ETH: about +$236M 🟣 $SOL: about +$31M BTC remains the core of current liquidity flow, while ETH and SOL seem to be watching whether market risk appetite further spreads. ₿ $BTC → Liquidity anchor ♦️ $ETH → Market breadth confirmation 🟣 $SOL → High-β amplifier Now I focus more on three signals: 💰 Capital flow → Where exactly is the capital going? 📊 Trading volume → Is there real participation in the price increase? ⚡ OI → Is leverage accumulating rapidly? If BTC remains strong while ETH/BTC starts to rise, combined with SOL/ETH strengthening simultaneously, it may indicate that funds are spreading from core assets to higher-β assets. Conversely, if BTC rises but ETH and SOL lag behind, market strength may still be concentrated in a few assets. 🔥 BTC holds steady → ETH confirms → SOL amplifies the next round of capital rotation, which should you focus more on $ETH or $SOL? 👀 #BTC #ETH #SOL #DailyOrbit #OKXOrbit #CryptoETF #CryptoCap3TYesterday, it seemed like it was trying to repeat the previous day's surge, but it didn't—it fluctuated throughout the day without breaking out of the single side. But it held between 2744 and 2702, with the price returning to 2761, just 22 points away from 2783. The second attack is today. But the four-hour momentum bar turned negative first, so the strength of the second attack is questionable. Key position
· Resistance: 2783 (MA120), 2810, 2868 (upper 4-hour band)
· Support: 2750, 2712, 2668 Overall direction: Attack as momentum drops; if you can break through, it's a real break; if not, pull back to 2750; If 2750 can't be held, this pullback will push toward 2712. If it really holds above 2783, the story of 2806, 2868, and 2900 will be retelled. Trading reference: If it pulls back to 2750-2738, stop selling long
· Stop loss: 2712
· Target: Stagnation and shorting between 2783 → 2806 to 2783
· Stop loss: 2806
· Target: 2750 → 2738, holding above 2783 without a pullback
· Following Longkan 2806 → 2868, open interest is 1.682 billion, an increase of over 100 million from yesterday—big players' long and short positions have flipped to 117% (long position 5.41 / short position 4.60). Yesterday they were heavily shorted, today all turned long. The fee rate rebounded to 0.008%, almost flat at the discount. Long positions are complete, just missing the price above 2783. Bot has been doing long positions smoothly these past two days, buying at low prices and selling at highs, which is profitable. Short positions are uneven: high-positioned onesRecent positive news for Bitcoin has focused on regulatory breakthroughs, institutional capital inflows, and increased corporate holdings, driving the price to briefly surpass $87,000, reaching an eight-month high.
Although the CLARITY Act faced obstacles in the Senate, the U.S. SEC and CFTC have turned to using existing authorities to advance reforms. The core positive development is the SEC granting a five-year "innovation exemption," allowing compliant platforms to trade tokenized U.S.-listed stocks and granting holders substantive rights such as dividends and voting. The CFTC has also submitted a new draft regulatory framework for the crypto market to the White House. The market interprets this as a substantial step toward on-chain traditional financial assets rather than merely a relaxation of crypto regulations.
The U.S. spot Bitcoin ETF has seen a significant reversal in fund flows. On September 21, there was a single-day net inflow of approximately $999 million, the largest single-day amount since October 2025, with BlackRock's IBIT alone accounting for about $381 million. Over the past three weeks, the cumulative net inflow reached about $3.8 billion, marking the strongest three-week performance since 2026. BlackRock itself has also purchased about $1 billion worth of Bitcoin.
The largest corporate holder, Strategy, resumed buying after a three-week pause, spending about $75.7 million to increase holdings by 950 BTC, bringing total holdings to approximately 846,000 BTC, about 4% of Bitcoin's circulating supply. Hong Kong-listed Boya Interactive also disclosed an increase of 152 BTC, bringing its holdings to 4,468 BTC. #Apple, Google Hiring Stablecoin-Related Talent, Possibly Entering Crypto Payments?
Apple's job openings serve Apple Pay and Apple Cash, explicitly listing stablecoins and tokenized deposits as preferred qualifications. Google Cloud is hiring Web3 architecture talent targeting financial institutions, exchanges, and custodians. Neither company has said they will issue coins, but their actions are very straightforward—they are competing for payment gateways.
This matter is more significant for the crypto industry than it appears on the surface. Stablecoins are currently mainly used on exchanges and for on-chain transfers, which ordinary people rarely encounter. But if Apple integrates stablecoins into Apple Pay, users won’t need to understand what a blockchain is—they can just scan and pay. Once this level of access opens, the everyday use cases for stablecoins will rapidly expand.
The impact on Bitcoin is indirect. The popularization of stablecoins doesn’t mean everyone will buy BTC, but it will introduce more people to on-chain assets for the first time. Users starting with payments will gradually learn about value storage, and Bitcoin, as the hardest asset in this ecosystem, will eventually be recognized. Additionally, when giants like Apple and Google begin seriously researching stablecoins, it indicates that regulatory and compliance pathways have become relatively clear, and traditional financial concerns are diminishing.
In the short term, coin prices won’t soar because of this news, but it is a slow-moving variable indicating that crypto payments are moving from the fringe toward the mainstream.Sideways and volatile? Calm during the day, but don’t relax at night ⚠️
The market looks stable, but it’s actually not easy.
Prices are stuck at high levels, lacking buying momentum upward, and no panic selling downward; neither bulls nor bears want to make the first move. The longer this stalemate drags on, the more likely the night session will suddenly see amplified volatility.
$BTC is hovering slightly positive near 86000.
It’s holding on the surface, but active buying is average, volume hasn’t kept up, and the feeling of dullness at the high level is increasing. Short-term, a downward test of support can’t be ruled out.
$ETH is around 2730, following BTC’s lead.
It lacks independent driving force and mainly relies on BTC’s rhythm; if BTC lets go first, ETH’s pullback is often sharper. Don’t be misled by this slight follow-up rise.
$OKB is moving sideways with limited amplitude.
Its trend is basically tied to the overall market; it stays stable only if the market is stable, and it tends to fall if the market dips. There’s little autonomous movement.
Tonight, be especially cautious of a pullback washout.
Repeated consumption at high levels still hasn’t broken through; strong momentum is not confirmed yet, so beware of weakening. Many profit-taking positions accumulated during the day may be cashed out concentratedly at night, possibly causing a short-term dip.
Don’t chase longs or heavily bet on direction at the current position.
Watch more and act less at night, prioritize risk control.
⚠️ This is just personal market chatter and does not constitute investment advice
$BTC $ETH $ZEC
#BTC冲高$87000，加密总市值重返3万亿
#ZEC巨鲸3.8万枚空单平仓，亏损超3500万美元
#交易之声：你的经验值得被听到 This wave of altcoin rotation is starting to get interesting!
Just reviewed the charts for UNI / SUI / AVAX and found a pretty obvious common point:
It's not just a simple spike and done; after the surge, they all consolidate at high levels.
$UNI
Very strong on the 5-minute chart, price lifted steadily from around $9 to $10.85, with MA5/MA10/MA20 still in a bullish alignment.
The key now is whether it can hold around 10.80. If it breaks the previous high with volume, there’s a chance to open up more space.
But after such a sharp rise, chasing the price carries obvious risks.
$SUI
Bounced from 0.9861 all the way up to 1.0367, currently back above 1.02.
It looks more like it's digesting selling pressure with high-level oscillation; 1.02 is a critical short-term level.
$AVAX
Peaked at 11.375, then pulled back to around 11.12.
The 5-minute moving averages are starting to converge, indicating a short-term phase of choosing direction.
If it can reclaim around 11.20, the chart will turn strong again; otherwise, watch out for further pullbacks.
What I’m focusing on now isn’t "how much more it can rise"
but:
After the rise, can it hold?
A truly strong trend usually isn’t a crazy run after one big green candle, but rather:
Rise → Sideways consolidation → Moving averages catch up → Then another breakout.
If it just spikes and quickly falls back to the starting point, be cautious of a "pump and dump."Bitcoin spot ETFs delivered an explosive performance yesterday 📊
According to The Kobeissi Letter:
Bitcoin spot ETFs saw a net inflow of $999 million on Monday, the largest single-day net inflow since October 2025, and the 9th largest single-day net inflow since ETFs began trading in January 2024.
There was a net inflow of $433 million last Friday, marking two consecutive days of increased volume.
The largest IBIT stood out particularly 🔺
It had a single-day net inflow of $381 million, the third largest single-day net inflow since January this year.
Over the past 3 trading days, IBIT accumulated a net inflow of $665 million.
Cumulative data also speaks volumes:
Since September, Bitcoin ETFs have had a cumulative net inflow of $1.3 billion.
August saw a net inflow of $3.5 billion.
This nearly $1 billion single-day inflow aligns with previously discussed signals such as the total crypto market cap returning to $3 trillion and Bitcoin ETF total net asset value returning to $100 billion, indicating institutional funds are accelerating their replenishment. IBIT alone contributed nearly 40% of the single-day inflow, showing that institutional participation in this rally is quite high, not just driven by retail sentiment.
$BTC Good morning brothers, I am Bai Qing, aspiring to become a genius teenager in the crypto circle, Bai Qing!
Currently on the 28th day of compounding starting with 500U, total assets around 2400 (new high).
$ETH has recently surged to 2800 and then pulled back; although it fell below 2720 (the first expectation), it did not break the second expectation around 2680, so the probability of further decline is higher than that of rising. The 24-hour trading volume has also shrunk by half. Coupled with the sudden rise in foreign currencies last night, it indicates that some mainstream traders have shifted part of their positions to foreign currencies, resulting in the current sideways movement.
There is no point in opening new positions now; if neither the upper nor lower bounds are broken, it will continue like this. It's a good time to rest and wait for new market trends.
Currently holding mainstream coins plus some small coins from the top 10, but all are base positions. For now, just hold and avoid moving without special market conditions today to prevent losses.
A new day, wishing brothers continuous good luck! $ZEC indeed broke upwards
Directly hit the 1650 level
This rise of less than 10% caused a direct explosion of 20 million short positions
It can be seen that the short positions above are very dense, which easily leads to extreme short squeeze situations
Brothers holding short positions, if you can stop losses in time, please do so
It is estimated that if it really comes down, it will rise at least 40%
Otherwise, it will be hard to come down, strong manipulation coins are like this
I opened a short position at 760, kept adding positions until 1100, and stopped losses in time at 1200. If I had held on until now, I dare not imagine how much I would have lost Is the bull market here? I just woke up and took a glance at BTC, and I was stunned.
A couple of days ago it was still around 80,000, but in the blink of an eye, it touched around 87,000.
The most tormenting part of this kind of market is that when you think it’s rising too fast and dare not watch, by the time you think the pullback is about right and prepare to watch, the price has already moved up again.
My biggest feeling these past two days is: don’t underestimate this sudden acceleration in the market.
$BTC has surged from around 80,000 to 87,000, and in a short time, it has completely lifted market sentiment. Previously, when the market dropped, the comment section was full of panic; now, with just a slight pullback, everyone’s first reaction is "Is it going up again?"
This is a signal that sentiment is starting to change.
But now, around 87,000 is indeed a very critical level. If it continues upward, market enthusiasm might rise to another level; if it oscillates repeatedly here, it’s a good chance to see if the support below is strong enough.
To be honest, what I fear most in this kind of market is not the rise, but being driven by emotions.
Excited when it rises, panicked when it falls, and in the end, what really affects the outcome is often not the market itself, but your own rhythm.
How do you all feel about this wave of $BTC now? $ETH
Is it painful to have missed out, or have you already started to get hyped? #BTC冲高$87000，加密总市值重返3万亿 #Strategy再度增持，财库同步加仓 #财报观察员：好市多Q4财报即将公布 #BTC surges to $87000, total crypto market cap returns to 3 trillion
$BTC The faster it rallies, the steadier your hands must be.
Rapid rallies mostly rely on leverage and sentiment, with shorts covering and momentum buyers pushing together. The candlesticks look good, but the structure is fragile. The steeper the rise, the sharper the pullback tends to be, and the wicks more violent. Truly sustainable moves usually involve a rise, a shakeout, and confirmation—not a one-shot spike to the moon.
When it rallies fast, first check three things: Is spot volume keeping up? Are perpetual open interests expanding again? Can ETF and treasury buying sustain? If only contracts are pumping and spot isn’t following, it’s more like fireworks than a trend.
In terms of trading, don’t add to fast moves, don’t increase leverage at peak sentiment, and wait for pullback confirmation to scale in gradually. At BTC’s current level, defending key support is more important than guessing the top. Missing a move isn’t shameful; chasing at the wick’s tip is painful.
The faster the rally, the more you need to slow down. Slowing down isn’t bearish; it’s about not handing control over to emotions.
#Strategy increases holdings again, treasury buys in sync
#EarningsWatcher: Costco Q4 earnings report coming soon $UNI I originally thought 9 was already high enough, and breaking through 10 would be somewhat difficult, probably leading to a period of sideways movement.
But it broke through in just one night, the altcoin season exploded beyond ordinary imagination.
Look at the rhythm of DeFi this week; it’s just like that one who hasn’t fully woken up yet but could be grabbed up at any moment.
L2 and DeFi are leading this rally, UNI’s monthly chart has more than doubled, and volume is increasing. Because on-chain transactions are warming up, the expectation of fee sharing is being brought up again. The long-fallen veteran DeFi, once this valuation repair momentum comes through, has considerable elasticity.
This coin has a heavy trapped position, don’t expect a single move to pull it all up. Patience is more valuable than quick hands. Silly bull ZEC is plowing the field again, while BTC and ETH are still resting in the shade.
ZEC, oh ZEC, you silly bull, why won’t you listen?
BTC is currently hovering around 86,000, with a 24-hour fluctuation of 0.2%, as flat as an ECG—it's "resting and recuperating." ETH is even more laid back, oscillating near 2740, down 1.3% in 24 hours, lying flat with full confidence.
Now look at you—up 10% in 24 hours, briefly breaking through 1650, with a 30-day cumulative increase of 71%, plowing from 953 all the way to 1650. Are you planning to till the entire field?
Can’t you learn from BTC and ETH and take a break under the shade at the edge of the field? Let the short sellers have some tea, catch their breath, and reorganize their positions before you push up again?
Oh right, I almost forgot—the short sellers have no tea left to drink.
In the past 4 hours, ZEC liquidations hit $13.4 million, the highest on the entire network, including a single short liquidation of $12.9 million. Garrett Jin, who claims to be the biggest short seller, held 38,000 ZEC shorts without closing, ultimately losing $35.44 million before cutting losses and exiting. Short sellers making money? They’re actually paying you tuition fees.
If you keep pushing like this, short sellers won’t just "make some money"—they’ll have to pawn their underwear to cover margin calls.
But then again, whether you rest or not might not be up to you. 21Shares just launched the first Zcash ETP in Europe, and Grayscale’s ZCSH ETF saw inflows exceeding $70 million in the past two weeks. Institutional funds are lining up to enter, so even if you want to lie down, the folks behind you will whip you back up to work.
So, ZEC, rest or not, it’s up to you, but the wallets of the short sellers will probably have to slim down a few more rounds.
📊 Real-time data panel (as of 2026-09-23)
Asset Current Price 24H Change Status
ZEC ~$1617 +10.09% 🔥 Plowing the field
BTC ~$86,404 -0.20% 😴 Under the shade
ETH ~$2744 -1.30% 😴 Under the shade
Key Data Value
ZEC 30-day increase +71%
ZEC 4-hour liquidation $12.9 million
Network-wide liquidation ranking ZEC first
Fear & Greed Index 71 (Greedy)
Short sellers, what do you say? Should this field keep being plowed, or should it rest?
$BTC $ETH $ZEC
#BTC冲高$87000，加密总市值重返3万亿
#Strategy再度增持，财库同步加仓
#财报观察员：好市多Q4财报即将公布 I'm probably doing something that no one else in the entire market is doing.
$BTC surged to 86637.
Last night, when it broke through 86000, the whole network liquidated 1 billion short positions.
With one candle going up, countless short sellers' positions were wiped out, surely including my fellow sufferers.
$SOL bounced to 119, hitting an eight-month high.
In less than a week, it gained over 20 points, with funds pouring in.
Watching it rise feels like watching my enemy get rich.
$ETH pulled up to 2776.
The sell wall at 2780 accounted for 65.8% of the top 5 levels.
I, of all people, opened a short right under that wall.
Now at 2769, I'm floating at a 21% loss.
The bulls are celebrating wildly.
The shorts are dying out.
I'm the only one bleeding in the corner.
It's not that I haven't thought about closing.
Last night at 2732, I just made 171%, feeling hot.
Then I shorted again, thinking I could ride another wave.
But the market told me: you overestimated yourself.
Sometimes I feel like I'm betting against the entire market.
It's not about who predicts better.
It's about who is more stubborn.
I haven't even spent last night's profits.
The new trap is already set.On September 22, spot ETFs still recorded net inflows: 🟠 $BTC: +$104.54M → cumulative inflow $56.26B 🔵 $ETH: +$37.70M → cumulative inflow $13.56B. However, compared to the previous trading day, capital inflows have clearly slowed. 📉 Meanwhile, prices remain near recent highs: $BTC ≈ $86.49K, not far from $87.40K$ETH ≈ $2.76K, still close 👀 to $2.81K. What really matters is not whether ETF inflows have decreased, but rather: When ETF buying starts to slow down, why haven't prices clearly broken down? This means there may still be other buying pressure in the market. 📊 Next, focus on spot trading volume, funding rates, open interest, and on-chain capital flows. If ETFs are no longer the main driver, then who is supporting the high-level structures of $BTC and $ETH? The answer may lie in the next volume breakout or the loss of key support 🔥1. Smart money flow and liquidity map
From the perspective of overall order flow and liquidity distribution, digital assets and traditional safe-haven assets are staging a classic "liquidity mirror shift."
Hedging Assets (Gold/Silver): Liquidity Sweep Completed
Both XAU-USDT and XAG-USDT have met their intraday bearish bias. Yesterday, after sweeping upward to the previous high (BSL - Buy-side Liquidity), gold and silver failed to stabilize, and prices strongly reclaimed within the previous range, forming a textbook "Turtle Soup" bearish reversal structure.
Currently, the gold funding rate remains at +0.0173%, a neutrally high level, with open interest (OI) reaching 37.33 million contracts, indicating that previous long positions have been locked in, and smart money is mitigating profit-taking positions downward into the unbalanced zone (FVG) and selling liquidity (SSL).
Digital Assets (BTC/ETH/SOL): Hunting BSL
BTC, ETH, and SOL exhibit a uniform "run and close outside the previous high" pattern. In SMC theory, this is a typical Break of Structure (BOS), with a daily-level bullish bias ($BTC | 90.6K is worth watching 🧲
If the price later moves near 90K, I will focus on observing the 76.2K–72.1K area.
If there is another valid pullback and structural confirmation here, it could become a Swing Long area worth attention.
The liquidity above 90K has always been worth noting, but exactly when it will arrive is up to the price to confirm.$DOGE ripped above $0.10 while $BTC held above $85K. The obvious story? A massive crypto short squeeze. More than $1B in positions were liquidated in 24 hours, with $844M — 82% — coming from shorts. But DOGE itself accounted for only about $12.66M of those short liquidations. 👀 So why did DOGE outperform? Because meme coins tend to have high beta when leverage unwinds across the market. Then came the plot twist: Liquidations reportedly fell from >$300M per hour at the peak to <$11M per hour. ThDoes a bullish moving average alignment mean the trend is healthy?
Not necessarily. A healthy trend is not just about moving averages pointing upward; you also need to consider the price's position relative to the moving averages and whether momentum aligns. Taking $ETH as an example: currently, MA5=2756.6 has risen above MA20=2749.14, forming the early stage of a bullish alignment with the short-term average crossing up. The current price 2768.98 is above both, indicating a relatively strong trend structure. But note two details: first, the MACD histogram is -0.03752, still in the bearish zone, indicating upward momentum is not yet confirmed; second, RSI=64.3, close to overbought but not above 70, so there is still room. Meanwhile, the price has touched the upper Bollinger Band at 2768.02, suggesting a short-term pullback may be needed. The funding rate of +0.0100% is a mild positive, indicating bulls are not overly crowded, which adds to structural health. The Fear & Greed Index at 71 is in the greed zone, sentiment is warm but not extreme, so the trend can still continue.
Reusable method: moving averages set direction, MACD sets momentum, Bollinger Bands set position; only when all three resonate is the trend considered healthy. Currently, ETH is "direction correct, momentum pending confirmation," so the strategy is not to chase highs but to wait for a pullback near MA5 to go long.
Operationally, the direction is bullish. Entry reference is 2756–2762 (pullback to MA5 support zone, also close to MA20 defense line). Take profit 1 target is 2785 (extension above the upper Bollinger Band, the first target after breakout).$BTC has pushed above $85K and $ETH above $2.7K, and the temptation is to read the green candles as confirmation. The more useful question is what happens on the retest. A breakout is only a hypothesis until the old resistance flips into support and buyers actually show up to defend it. That distinction matters because of how liquidity behaves around obvious levels. When price clears a widely watched range, it triggers resting sell orders and stops, and the move can be mechanical rather than conTRUMP TAGS NEW HIGH, THEN PULLS BACK
Watched $TRUMP spike to 2.274 before cooling to 2.249 — a reminder that strength near highs often invites profit-taking, not confirmation.
The 90D gain still outweighs the 30D dip; context beats one candle.
How do you read moves like this?
#TrumpGulfIranTalks 比特币这周末冲上87000美元 创下今年1月以来的新高 后来小幅回撤 现在86000附近晃悠 这就跟前任突然把朋友圈换成健身照一样 你嘴上说无所谓 手指已经点进去看了三遍 推动这波的不是什么惊天新闻 就是ETF资金回流加上空头集体认怂 大家都以为它要分手了 结果人家转头把日子过得更好 空头只能含泪平仓 这个剧本币圈每隔几个月就要重演一次 像极了分手后突然被珍惜的戏码 但别急着复合 永续合约资金费率已经有点膨胀 未平仓合约也不低 9月25日还有一波期权到期 这几个信号凑一起 就是那种感情升温太快该冷静一下的提示音 该看的不是它现在多好看 是它撑不撑得住这个状态 同一时间宏观面也在松绑 霍尔木兹海峡传出可能解封 原油连跌五天 市场紧张情绪整体退烧 风险资产容易被顺手带一程 币安这边也没闲着 砸了1个亿美元买Circle股份 SEC还放开了代币化美股的合规通道 传统金融和链上世界这段异地恋 又往前迈了一步 我的态度还是老样子 涨的时候别上头 跌的时候别上吊 该看数据看数据 该管仓位管仓位 币圈从来不缺一见钟情 缺的是能陪你过完一个完整周期的耐心 以上是个人观察 不构成投资建议 数据来自9月2$HYPE has broken through its all-time high again, currently priced at $97
This coin is one of the strongest in this cycle, using an on-chain order book to handle perpetual contracts, basically taking market share from CEX. It gained over twenty percent in a week, leaving BTC behind. The market votes with money: in the decentralized contract space, Hyperliquid has already taken a seat at the table.
I'm not pretending to be a guru. This position definitely won't be liquidated; the area near the ATH is the easiest to get squeezed. But I keep my base position, have taken profits on one-third of the floating gains, and let the rest run. If it truly dips near 90 and doesn't break, I'll add more.
Don't ask where the top is. For such a strong coin, those guessing the top have long been left behind. Hold what you can hold, take profits when you should, and that's enough.FLOWS ARE EASING, BUT PRICE IS STILL HOLDING
On September 22, Spot ETF flows stayed positive:
$BTC +$104.54M → cumulative $56.26B
$ETH +$37.70M → cumulative $13.56B
But the inflows were significantly lower than the previous day
Current prices remain at $BTC $86.49K, $ETH $2.76K, still near their recent highs of $87.40K and $2.81K
The key point: ETF flows are slowing, but price has not broken down
The question is no longer Are ETFs still buying?..$ZEC continues to hit new highs, with the price breaking through the $1600 mark
The previous tweet mentioned watching for shorting opportunities, using a 4h candlestick close below 1430 as a signal to short
$ZEC is very strong and did not form the expected double top pattern; however, this is not a big issue because the market did not provide an entry signal, so we did not enter a short position
The bulls should continue holding, the uptrend remains; for friends like me who are afraid to chase longs, just rest, if the market doesn't give opportunities, don't force trades, conserve your energy🔥 $UNI suddenly surged again in volume tonight!
After two days of sideways consolidation, the bulls regained strength tonight, with the price once approaching $9.8, just one step away from the key round number $10.
Besides the capital inflow in the market, attention is also on institutional derivatives layouts like CME and the positive signals from US regulators regarding on-chain financial infrastructure. However, whether this rally is directly triggered by a single piece of news still needs further confirmation.
More notably, on September 17, the SEC introduced a temporary, conditional “innovation exemption” for certain on-chain tokenized US stock trading, valid until 2031 at the latest. Market interest in on-chain trading and DeFi infrastructure has clearly heated up.
After UNI recently reclaimed a key area, short-term sentiment has clearly warmed. The focus now is whether it can hold around $9.5 and break through $10 with volume.
If the breakout lacks volume support, beware of a pullback after the spike; don’t blindly chase the price just because of rising sentiment.
#UNI #Uniswap #DeFi #cryptocurrency #SEC