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🔥 Sunday's rally, don't rush to see it as a trend reversal. An interesting phenomenon appeared in the weekend market: BTC, ETH, and XRP rebounded simultaneously, it looks like bullish sentiment is back. But the problem is — weekend liquidity is low, the order book is thin, price movements are more like probing, which doesn't necessarily mean real capital is entering. 🟠 $BTC is currently around 84,700, the key is whether it can hold above 85,200. After breaking through, look at 87,000, then 90,000; if it falls below 82,800, the 80K defense line comes back into view. 🔵 $ETH is about 2,680, to open up space, it needs to get back above 2,760-2,770; only then is there a chance to challenge 3,000. Capital flow also shows divergence: BTC ETF is flowing back, but ETH funds are still under pressure. So the sequence is simple: BTC confirms first, ETH follows, altcoins spread last. Don't chase the weekend's false breakout, wait for Monday's volume and close to give you the answer. Look for support on pullbacks, and follow through on breakouts. The above is just my personal market observation and does not constitute trading advice. DYOR! $BTC $ETH $XRP Brothers, $ZEC has rebounded to 1332 again, but in my view, this rebound is just giving shorts an opportunity! Look at the market: current price 1332.13, up 2.28% in 24 hours. On the surface, the long-short ratio is B 66% to S 34%, the buying seems strong. But think carefully, it fell from 1660 to 1270, a drop of nearly 400 points, so what's special about a 2% rebound now? The key is it hasn't even touched yesterday's high; the rebound strength is obviously weak. Why do I say this is a shorting opportunity? First, ETF funds are still running out. Grayscale ZCSH spot ETF had a net outflow of as much as 93.56 million USD this week, with no net inflow for several consecutive days. When it was rising, it was buying; now that it's falling, it is the biggest selling pressure. Second, retail bulls are still rushing in. The buying looks dominant, but the price just can't be pushed up — this means someone is placing support orders to cover selling, and retail investors are taking the losses. Do the big players really want retail investors to profit? Third, the technical structure hasn't changed. 1270-1300 is key support, 1350-1400 above is strong resistance. When the price rebounds to the resistance zone, that's a short point. Trading advice: lightly short in the 1330-1360 pullback range, stop loss above 1400, target first at 1270, if broken then 1155. I'm still holding my short at 868.79, floating loss -159.98%, margin 48.84U, liquidation price 2653, can hold on. Brothers, for a coin like ZEC, whether going long or short, you have to find the right position, enter and exit quickly, don't get attached to the fight. $BTC $ETH #美联储与欧洲央行将公布9月会议纪要 Structural Exploration Report: The load-bearing walls of $SSV are being hollowed out. Anyone who has worked on super high-rise buildings knows that before a building collapses, it’s never the curtain wall that cracks first, but the core tube’s reinforcement that fails to hold up first. Now, the blueprint of $SSV is exactly such a dangerous construction plan—rising 5.09% in 24 hours, it looks like a newly poured layer, but when placed within the Bollinger Bands structural grid, the price has already reached 95% of the short-term channel, with only 0.4% clearance left to the upper band. The mid-term channel is pushed up to 116%, and the upper band is directly breached by 1.1%. This is not load-bearing; it’s cantilevered, and without any diagonal bracing. What makes me even more cautious is the RSI. The short-term reading is 68.1, the long-term 61.8, both clinging to the upper edge of the neutral zone, with the short-term signal already flashing red. In my industry, this is like a stress monitor’s continuously rising curve—not yet at the yield point, but everyone knows that further loading will cause brittle failure. A 95% Bollinger Band position combined with a 68 short-term strength indicator is like putting the entire live load of the floor on two columns without seismic joints. Blueprints never tell stories, only nodes. The current price is 2.19, while the entry point is set at 2.26, 3.4% higher than the current price—this means I’m not chasing this cantilever that has already extended 3.4%, but waiting for a pullback confirmation to see if this position can form a new support. If it can’t hold, the first target is 1.98, down 9.5% from the current price, and the second target is 2.00, down 8.5%. This is the normal path of structural unloading, not collapse, but a return to load balance. Stop loss is set at 2.51, 14.6% above the current price. Many think stop loss is admitting defeat; to me, it’s an expansion joint—a preset allowance for the structure to release displacement here, preventing the entire building from collapsing consecutively. 📉 Short: Entry: 2.26 (current price +3.4%) Take Profit 1: 1.98 (-9.5%) Take Profit 2: 2.00 (-8.5%) Stop Loss: 2.51 (+14.6%) No matter how bright the curtain wall is, it can’t hide the truth of the reinforcement ratio.$CORE is hilarious. Some people flaunt $CORE burn data everywhere, claiming the supply is rapidly decreasing. It looks like they're trying to fool children; at least when you fool kids, you give them a candy, but here they only tell a one-sided story with selective data. They show a cumulative burn of 72,700 tokens from Q1 to Q3 and mention tokens yet to be burned, explaining the mechanism of staking → activity → fees → burn very smoothly. But this presentation only picks favorable data and deliberately omits the token unlocks and releases during the same period. The burn numbers are increasing, but the tokens unlocked and released each quarter far exceed the burn amount. On one hand, chips are continuously unlocked and released; on the other hand, only a small amount is burned. The overall circulating supply is still expanding, so there is no accelerated reduction in supply. Using burn data alone to create an illusion of deflation ignores the real issues of node loss and ecosystem implementation. The localized positive packaging of data cannot hide the selling pressure caused by continuous unlocking. $BTC daily current price 85292, a standard sideways to downward trend. Various negative news outside bombarding continuously, but BTC's volatility is tightly locked, with very limited fluctuation space, refusing a deep correction. The daily Bollinger upper band is 89141, lower band 76439, currently steadily running in the upper half of the Bollinger Bands, short-term moving averages all pointing upward, the strong bull market upward structure intact. After a surge, no sharp drop, choosing to consolidate profits sideways, exchanging time for space, this is a very strong signal of a bull market. It does not quickly crash to shake out traders but grinds down short-term floating positions through oscillation, wearing out impatient traders. However, it should be viewed objectively: sideways does not equal a direct continuation of a sharp rise. Currently lacking volume for an attack, the previous high at 87374 remains the core resistance. Only a volume breakout above the previous high can open a new round of upward space; if sideways lasts too long without breaking upward, there is still the possibility of a pullback to the MA20 moving average for support. Avoid frequent contract trades during the sideways phase, as it is easy to be stopped out repeatedly. Spot main positions can be held calmly, waiting for directional choice; altcoins will still have much greater volatility than BTC. #BTC现货ETF重回流入,ETH资金持续流出 #美联储与欧洲央行将公布9月会议纪要 #贝森特:美债收益率上升符合全球趋势 $BZ crude oil has been stuck at $102 for two days. This is not a market trend; it's a political game. Trump holds 100 million barrels of G7 reserves and 40 million barrels of strategic petroleum reserves, tweeting daily "I have oil, don't let prices rise"; Iran holds the Strait of Hormuz and missiles from the Houthi forces, coldly watching and saying "If you dare touch me, I'll cut off your diesel." $102 is Trump's "vote safety line" for the midterm elections Tesla delivered 486,500 vehicles in Q3, exceeding Wall Street expectations by about 25,000 — I choose to observe, not chase. Here's what I see: Official figures show third-quarter deliveries at 486,532 vehicles, with the company's compiled consensus expectation around 461,974, about 25,000 more delivered. Compared to last year's record of 497,099 for the same period, it's still about 2.1% lower, but up about 1.3% from Q2's 480,126. Cumulative deliveries for the first three quarters reached 1.3247 million, an increase of about 8.8% year-over-year; demand in Europe is recovering, offsetting the decline in US subsidies and price competition in China. Production was about 464,400 vehicles, still below deliveries, indicating inventory is being drawn down. On Friday, the stock closed at 370.59, up about 4.65%, opening at 360.08, reaching a high of 374.60 and a low of about 359.41, with a trading volume of approximately 55.33 million. Simply put: The delivery numbers beat the market, but Friday's big bullish candle had already priced in the surprise. My view: The market is thin over the weekend, so don't chase Friday's high; energy storage installations at 13.7 GWh also fell short of the market's hoped-for 15.9 GWh, so don't just cheer the delivery numbers. What I will do: Observe, not chase. Wait to see if it holds above about 374.60; if it falls below about 359.41, consider this delivery rally invalid. Do you believe that deliveries beating expectations can support the stock price, or do you think it will give back gains after subsidy reductions? $TSLA $NVDA $AMD #Fed and ECB to release September meeting minutes #BTC spot ETF inflows return, ETH funds continue outflowSisters, I just went in more and got trapped, but it’s okay. Judging by its current trend, it seems to be a bear trap. If it really doesn’t work out, we’ll cut losses at 0.9, I will cut losses. $MUBARAK is indeed entering a consolidation phase after the rally. It climbed from around 0.02 to a high of 0.087, an increase of over 200%. In the last 24 hours, it has been oscillating between 0.058 and 0.064, with the current price near 0.0667 and a daily amplitude exceeding 10%. Looking at the long-short ratio, retail investors are desperately shorting. The account long-short ratio dropped to 0.70, with shorts accounting for 59%. Retail investors are all betting on a drop, thinking it has risen too much. But the top traders’ long-short ratio is only 0.14, and big players are also aggressively shorting, with positions still open. When both retail and big players short simultaneously, what will the market makers do? If the price continues to rise, these 59% shorts will be the fuel for the next short squeeze; if it fails to break 0.08, the trapped longs will be cleaned out. Risk warnings must also be clear. The open interest amount reaches as high as 56.86 million USD, with the open interest to market cap ratio at 71.9%, indicating extremely high leverage. In this structure, a wrong directional bet leads to cascading liquidations. The buy wall is very thin, only 25,900 USD, and the sell wall is only 24,300 USD, making liquidity very fragile. The key level is clear: 0.08 is the watershed. A breakout will continue the short squeeze; resistance will lead to long liquidation. Support below is between 0.058 and 0.06, and if broken, look to 0.05. This time I absolutely will not repeat the mistake of stubbornly holding $ZEC. Stop loss is set below 0.06, the first target is 0.075, and if it breaks 0.08, then look to 0.085 to $BTC #美联储与欧洲央行将公布9月会议纪要 一句话:牛市让你误以为自己很行,熊市让你看清自己到底行不行。 第一层:牛市为什么是放大器? 牛市里,随便买什么都涨。你买BTC涨,买ETH涨,买个不知名的山寨也涨。你开始觉得,自己判断力真准,择时能力真强,选的赛道真有前景。但真相是:牛市里赚钱,大概率是市场在发钱,不是你在赚钱。 2017年ICO狂热,2021年DeFi Summer和NFT浪潮,2024年Meme币和AI概念轮番起飞。每一轮牛市都催生一批“新晋大神”,社交媒体上全是盈利截图,KOL们争相晒单。但同样这批人,在下一轮熊市里销声匿迹。为什么?因为牛市把运气伪装成了能力。你买的币涨了,不是因为你分析对了,是因为整个市场在涨。这就是放大器效应:它把市场红利放大成个人能力,让你产生一种“我懂了”的错觉。 第二层:熊市为什么是照妖镜? 熊市里,市场不给你任何掩护。你之前靠运气赚的钱,会靠实力亏回去。FOMO追高的、高倍杠杆的、听KOL喊单的、死扛不走的人,全部现出原形。 香港投委会2025年行为科学研究显示,“处置效应”平均分3.68——赚一点就跑,亏了死扛。牛市中这个偏误被上涨掩盖,熊市中它直接吃掉你的本金。Solana链上3First, let's present the opposing view: Even if $NEAR's direction is correct, the current position may cause those following the trend to incur higher costs. The current price is 4.879, about 5.64% away from the 1-hour support at 4.604, and about 0.59% away from resistance at 4.908. Looking at the distances on both sides together gives a more realistic risk assessment than just focusing on a single bullish or bearish candlestick. $NEAR is up 3.68% in 24 hours, but the price has already reached a position where neither bulls nor bears can easily increase their positions. Both the 1-hour and 4-hour charts are relatively strong, with the current volume at 1.33 times the average of the previous 20 bars, indicating activity close to normal. Alignment in direction does not mean unlimited room to run; the closer to key levels, the more important subsequent support becomes. My observation line is clear: regaining and holding above 4.908 means taking back the initiative in the short term; breaking below 4.604 shifts focus to the 4-hour support at 4.59. If pressure continues above, the 4-hour resistance at 5.54 is only a distant reference for now, not a preset target. This is not hindsight rationalization: in the next round, I will continue to verify 4.908 and 4.604, recording when conditions are met and reviewing when they fail. Do you value alignment across timeframes more, or are you more concerned that the risk-reward ratio at key levels has already deteriorated? The market is volatile; the above is only a market observation and does not constitute investment advice. This is from Crypto Bull.The $PUMP position is gone, leaving only $HYPE, $ETH, and $BTC . Sometimes, removing a position says more than opening a new one. ➤ HYPE: 172K tokens, average cost $89.72, unrealized profit ~$133.7K. Funding has cost ~$69.1K, while liquidation sits around $46.16. ➤ ETH: 36K tokens, average cost $2,688.92, unrealized profit ~$373.4K. But funding is extremely expensive at roughly $1.23M/day, with liquidation around $2,493. ➤ BTC: 383 BTC, average cost $84,744.40, unrealized profit ~$128.1K. FundiSTRK current price 0.05402 has broken above 0.0539, the short-term bullish structure remains intact. EMA maintains a bullish alignment, MACD bars continue to expand, indicating ongoing capital inflow rather than pure emotional pump. However, RSI has entered the overbought zone, with heavy long liquidation pressure above 0.0565, making this area prone to quick spikes. On the chart, a pullback to 0.0535 to 0.0538 without breaking can be lightly bought, with a stop loss at 0.0526 and take profit first at 0.0558, then at 0.0564. Just parked the car by the curb and glanced at my phone, the order reminder is still shaking. If the 15-minute candle volume breaks below 0.0528, the bullish structure is directly invalidated, do not catch falling knives. If a long upper shadow appears near 0.0564 on the upside, you can reverse to short, stop loss at 0.0572, target back to 0.0542. $STRK #贝森特:美债收益率上升符合全球趋势 @OKX星球 Since the pullback from 86, the market has repeatedly induced buying multiple times. We still insist on resting, not trying to profit from the game, nor seizing every opportunity. Missing out is always better than making a mistake. We stick to the previous view: we see a pullback here but do not short. If Bitcoin falls below 82,000, it may test three support levels at 79, 75, and 71. There is also a possibility that Bitcoin ends the pullback with consolidation instead. In any case, we do not take action, neither long nor short.AXS rose about 12%, but the funding rate was around -0.045%, and the trading volume was still 5 times the median of the past 7 days. As of 17:36 Beijing time, OKEx spot price was about $1.3747, with a 24-hour high of $1.4547 and a low of $1.1932, a volatility of about 21.9%; trading volume was about $2.51 million. OKEx data shows that the nominal value of perpetual open interest is about $5.03 million, the current funding rate is about -0.0452%, and the perpetual contract is trading at a discount of about 0.18% compared to spot. When the price strengthens, shorts are still paying fees, indicating that the rise is not purely driven by crowded longs. My judgment is that the volume-driven rise combined with a significant negative funding rate still has the conditions for a short squeeze. The most common misjudgment is to directly treat a negative funding rate as a guarantee of continued price increase; if the price fails to break the previous high, crowded positions may also quickly reduce in the opposite direction. Next, pay attention to $1.4547 and $1.2002. If the previous high is broken, the funding rate remains negative, and positions hold, the squeeze risk may continue; if it falls below the latter while positions remain high, the pullback may be amplified by leverage. $AXS The gold monthly line rose steadily from 3454 to around 5400 before starting to decline. According to the division lines, during the decline, the gold price experienced multiple rebounds and corrective adjustments, all occurring between the 0.618 and 0.5 levels, with resistance at 4416-4643 causing it to fall again. The lowest point dropped to the 0.236-0.382 support zone at 3908-4120, from which it oscillated upward. Currently, the overall direction remains unclear, forming a triangle pattern with the upper and lower bounds continuously converging. Focus on the starting support and resistance levels of the triangle pattern. (Personal opinion, for reference only) $XAU Big BTC and ETH battle? "Institutions sacrifice ETH to protect BTC, nearly 600 million liquidated in a bloodbath for the bulls" 1. Capital Rift: Abandon ETH, Protect BTC BTC ETFs have BlackRock holding firm, with net inflows exceeding 100 million in early October, though the pace has slowed compared to September. ETH is brutally abandoned, with ETFs seeing net outflows over 100 million for three consecutive days. Capital shows a stark contrast: BTC continues to attract funds, while incremental buying for ETH is nearly exhausted. 2. Leverage Stranglehold: Liquidations and Cleansing Over 580 million liquidated across the entire network in 24 hours, with longs accounting for more than half, resulting in a bloodbath. BTC funding rates have turned negative, signaling a retreat in leverage. Danger signal: ETH long-short ratio remains as high as 1.72, with retail investors stubbornly holding or even bottom-fishing during the decline. The main players won’t carry such a heavy burden to push prices up; the massive long liquidation zone below is like the Sword of Damocles, ready to trigger the final drop at any moment. 3. Macro Tug-of-War: Rate Cuts vs Inflation Non-farm payrolls plunged, pushing the probability of no rate change in October to 80%, fueling expectations of easing. However, Middle East tensions have driven energy prices higher, and the inflation specter remains. Trump’s money distribution proposal is just an empty promise, unable to solve immediate liquidity needs. Core Summary: Capital outflows, liquidation bloodbath, retail stubbornness, macro fragmentation. With extremely low volume, the market is like a powder keg, ready to explode at the slightest spark. $BTC $ETH #美联储与欧洲央行将公布9月会议纪要 #贝森特:美债收益率上升符合全球趋势 #交易之声:你的经验值得被听到 Term Structure Radar $SOL annualized near-term is relatively high, with a negative buy near sell far gross spread: near/far annualized basis +3.14%/+1.29%, buy near sell far quoted gross spread -0.84% (costs not deducted). The near-far premium on the mark price has been offset by the actual quotes, and the annualized difference has not translated into a positive price spread for this set of quotes.Today's Crypto Brief 1. Arbitrum suddenly hit the pause button — the new Stylus contract has been completely suspended from launch due to the discovery of potential AI-assisted attacks. The significance of this is that AI is no longer just a "productivity tool" for blockchain, but has become a real "security adversary," and the entire industry must now include AI attacks in their defense lists. 2. BNB Chain has overtaken Ethereum and Solana in the "on-chain US stock" track — the total value of tokenized stocks + ETFs has exceeded $1 billion, with its share rising from 13% to 30%. This is not only a victory for the BNB ecosystem but also means that the "on-chain securities" track has officially entered an era of multi-competitor competition. 3. The US Community Bankers Association has sued the OCC, questioning why trust bank licenses are issued to crypto companies without requiring deposit insurance or equivalent capital requirements. This lawsuit will determine whether crypto companies are "regular forces" or "guerrillas" within the US financial system. If crypto companies win, the compliance door will open further; if they lose, the licensing path will be tightly blocked by traditional banks. #美联储与欧洲央行将公布9月会议纪要 $BTC $ETH 【On-Chain Trading Activity|WLD】 Monitored address 0xc3d1 opened a long position: ▪ Execution price: $0.5812 ▪ Transaction amount this time: $177,755.52 ▪ Leverage: 10x Note: This address has earned approximately $5,522 in profit over the past 30 days, with a return rate of +5.43% AVAX Is Consolidating Below $12 — Retest Matters AVAX has built a strong daily recovery from $7.01 to $12.00. Price is now consolidating near $11, with momentum cooling but structure still constructive. Entry: $10.40–$10.65 SL: $9.95 TP1: $12.00 TP2: $13.20 Confirmation: Hold $10.40–$10.65 and reclaim $11.30. Invalidation: Daily close below $9.95. I prefer the retest over chasing price near resistance. A clean $12 breakout could open the next upside leg. #BTCETHETFFlowsDiverge $AVAX Capital flow is not a crystal ball The Federal Reserve and the European Central Bank meeting minutes are about to be released, macro uncertainties remain unresolved, and ETF capital flow is once again in the spotlight. $BTC spot ETFs occasionally see inflows, while $ETH continues to bleed out. Is this a signal of a market shift? Don't rush to conclusions. ETF subscriptions and redemptions have settlement and disclosure delays, mixed with arbitrage, portfolio adjustments, and tax arrangements, so they are not real-time market indicators. A single day's net outflow is more like phased profit-taking and position rebalancing rather than a collective institutional withdrawal. The market also provides clues: no volume-driven crash, contract funding rates have returned to neutral, and stablecoin supply has not noticeably contracted, indicating that on-exchange funds remain, but the willingness to chase highs has decreased. From a technical perspective, BTC is repeatedly tugging in a key range, facing resistance near previous highs, with support still holding on pullbacks and no effective breakdown yet, so the bullish structure remains intact. ETH is weaker in correlation but the retracement is controllable; if core support holds, it can still be seen as a shakeout. OKB follows the broader market fluctuations, with support holding nearby and no independent trend emerging yet. Long-term logic will not be overturned by a single day's subscription and redemption data. What really needs to be tracked is whether net outflows are continuously expanding, whether spot prices break support with volume, whether stablecoins continue to flow out, and whether contracts show extreme short squeezes. If these signals do not resonate together, short-term pullbacks do not equal trend reversals. Trends are never straight lines; oscillations are a necessary stage on the path upward. #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 85000这个数字,最近在我脑子里转了好久。 它到底还能不能撑住? 先说实话,这几天看盘有一种很微妙的感觉。BTC在85000附近反复被测试,不是那种放量突破的干脆,也不是一泻千里的恐慌,更像是双方都在试探对方的底线。ETH那边2700的短期压力位同样卡得很死,每次靠近就被压回来一点。这两个位置,基本决定了接下来一段时间的节奏。 但真正让我在意的不是价格本身,而是市场在交易什么。 美联储和欧洲央行的会议纪要即将公布,BTC现货ETF重新流入,ETH那边资金却还在持续流出。这几件事放在一起看,其实在讲一个故事:钱没有消失,但它在挑地方待。ETF回流说明有一部分人愿意重新承担风险,但ETH的失血又说明这种意愿并不均匀。贝森特提到美债收益率上升符合全球趋势,这句话听起来平淡,实际上是在提醒大家,无风险收益的吸引力还在,风险资产的竞争压力并没有减轻。 ZEC最近的波动特别大,这种币种最容易让人上头。方向判断在这种时候反而没那么重要,因为波动本身就会把人洗出去。仓位控制比猜对方向更关键,这句话说起来简单,做起来是真的难。 偏多的逻辑在于:如果BTC能稳住85000,ETH能有效突破2700,那说Vitalik's ultimate vision is not to make ETH price go up, but to build a globally neutral "world computer." No company or boss can shut it down, anyone can use it permissionlessly, and it is not subject to censorship by any single entity. $ETH Looking at the 4H chart, $BTC continues to build a gradually higher bottom. The problem is weekend liquidity — it’s thin, and honestly, this isn’t the best environment for aggressive trading. With liquidity this low, even a sharp move doesn't necessarily give whales much room to execute efficiently. My view is that the next 2–3 weeks could lean upward, so I’m more interested in positioning for the bigger move than forcing trades over the weekend. BNB → watching $900+ WLD → yesterday was strong, $COAI $COAI current price 0.3489, up 10.65%. In the AI sector, it has pulled up from the bottom near 0.2, with a spike at 0.73 in between, now in a consolidation recovery phase. RSI 62.36, the momentum is still relatively healthy, EMA7 (0.3247) supports the bottom. Around 0.32 is a good point to lightly buy, stop loss if it breaks below 0.31, first resistance above is the previous high at 0.36. $PROS current price 0.7986, up 11.33%. New coin with a V-shaped reversal, rising from 0.31 all the way to the current price. But RSI 79.35 is extremely overbought, price completely detached from EMA7 (0.7164). Do not chase this short squeeze rally, take profits in batches if already in, if not yet in, wait for a pullback near 0.71 for consolidation. $AXS current price 1.3649, surged 13.73%. Old chain game coin resurrected, climbing from the 0.8 bottom up close to the previous high. RSI 75.37 severely overbought. Such vertical rallies are prone to big bearish corrections. Those holding should secure profits quickly, those not holding should watch safely and consider buying on a pullback to 1.21 (EMA7). Summary: COAI has the most stable pattern and is the best opportunity to buy, PROS and AXS are extremely overbought with huge risks, control your impulses and do not get greedy. Set stop losses properly and find your own entry points. $COAI $PROS $AXSRecently, pump has really been rising well, so I did some research: Pump has risen 22% in the past week, while pons has dropped 27.41% in the same period. It's a bit funny because I really don't know what Robinhood's official side is up to—both are protocols, is this some kind of shakeout? I looked at the data, and pump's daily revenue is now about ten times that of the pons protocol. The coin stock happens on the Robinhood chain, but it really hasn't taken off. Soon it will be almost like CZ's Binance Smart Chain, just doing things with a start but no finish, still lacking a bit in execution. Look at CZ big bro BSC's Argus protocol: from September 26, the protocol's daily revenue was $22,000. By October 2, I saw the data showing only $6,000 in revenue. Comparing these is quite funny. The fact proves pump has no problem rising; now it earns more daily than hype, so why wouldn't it rise? Plus, there's buyback. I will continue to observe pons' revenue because new things don't keep rising forever; this period needs polishing. Pump also went through this process! Also, it depends on what pons' official next moves are. The official side is also only starting things without finishing, don't let it be a mess like BSC. $PUMP Watching the market obsessively is annoying; turning it off actually made things clearer, and my mind stopped panicking without staring at the screen. Last night before bed, $PEPE kept falling short every time it tried to surge; there was obvious resistance above PEPE, so I signaled a short. The short position was around 0.000004394, when everyone was still watching and no one wanted to act. Later, the price dropped to 0.000004277, and the short gained +134.27%, nailed it. I closed 80% first, keeping 20% at cost price as protection; if it continues to drop, let the profits run, but take profits when it's time. Being out of position isn't a sin; opening random positions is the mistake. I'd rather miss a rally than catch a falling knife and end up bleeding. For friends who haven't entered yet, listen to me: now is not the time to rush in, wait for the next move. $SOL $BNB BTC and ETH have both retreated back into the consolidation range. $BTC $ETH Bitcoin at 84,600, Ethereum at 2,678, the 15-minute chart is as tight as a crack in the door. The order book is thin, depth hasn't expanded, small orders can create long shadows. BTC inflows are cooling down, ETH volume and price are conflicted, the rise lacks strength. Without volume support, the upward push is a paper tiger, but a drop down is quite serious. Bitcoin had a very strong Q3. But strong performance doesn't automatically mean Q4 will repeat it. That's where people get trapped. They turn a historical result into an expectation. I'm more interested in whether the underlying demand continues than whether October gets a catchy nickname like “Uptober.”$XCH Workstation Model: Lenovo P620 Processor: Threadripper Pro 5945 WX GPU: 3080 Bus: PCIe4.0 x 16 Memory: 256 GB DDR4 ECC 3200 Total Cost: $1300-1500 Estimated Plotting Time: 90-150 seconds Daily Plot Capacity: 60-95 TB Uncompressed Plotter Most Chia farmers prefer to create compressed plots. However, some choose uncompressed plots, including those who: Plan to keep their farm small-scale Are not primarily motivated by profit Do not want to spend any money on plotting hardware Pay such high electricity costs that building compressed plots is economically unreasonable In these cases, and possibly others, most hardware running ChiaPoS, madMAx, and BladeBit plotters will also work.A giant whale awakens after 13 years of slumber! 801 $BTC with an unrealized profit of 67 million. At 17:43 Beijing time today, this address transferred out 43 dollars. The amount is very small, most likely a "transfer test". In the crypto world, the awakening of an ancient whale is usually seen as an early signal of potential selling pressure. Currently, liquidity in the Bitcoin market is already thin. When a whale of this magnitude makes even a slight move, the market has to shake a bit. Even if it's just a test, it indicates that this sleeping lion is ready to open its eyes. #VanEck:比特币或继续扩大市场份额 NEAR has a change today that I think is worth watching. The community is discussing lowering the annual issuance rate from 2.5% to 1.6%, and it won't be a one-time adjustment; the plan is to gradually reduce it over 24 months, with a long-term direction even including moving towards a fixed supply. Altcoin Buzz ① The most direct impact on NEAR is that selling pressure will decrease. Previously, there was an annual increase of 2.5% in tokens, which meant the market needed to continuously absorb new supply. If it drops to 1.6%, there will be fewer new tokens, and long-term selling pressure will naturally decrease. The logic is simple: with demand unchanged, the slower the supply growth, the easier it is to support the price. ② This news is more worth watching than a simple "burn." Many projects like to create hype through one-time burns, but NEAR is discussing a long-term issuance mechanism this time. If implemented, it would directly change the token's supply curve. Such changes may not immediately boost the price in the short term, but they will affect how the market values $NEAR later. ③ I won't chase this news directly right now. It's still at the proposal stage; what really matters is whether the community will approve it and the specific execution timeline. If it officially goes live, and on-chain activity, AI narratives, and capital flow also return together, I would be more bullish on NEAR. So my current judgment on NEAR is simple: This is a medium-term positive, but not a reason to chase the price immediately. What’s really interesting is if NEAR can cut the issuance rate while also growing on-chain demand, the supply-demand structure will be much healthier than now. $ZEC is holding around the $1,280–$1,300 zone despite the broader bearish sentiment. Whale accumulation, improving ecosystem activity, and strong technical support around the 4H EMA200 near $1,228 could give the bulls another chance. If $1,280–$1,300 holds, a rebound could squeeze shorts. But losing $1,228 would weaken the setup and could trigger a deeper drop. Personal market view, not financial advice. Manage risk carefully #BessentTreasuryYields #FedECBMeetingMinutes #MicronAIMemoryOutlook I've been stuck for nearly two months, am I shameless or what? These short positions, $BTC, $ETH, $ZEC, each one has trapped me for so long. When I first opened the shorts, I was full of confidence—how could it not drop from this all-time high? Later, from floating losses to deep traps, luckily my position size wasn't big, so I'm still alive. In these two months, I've completely understood one truth: the hardest part of trading isn't predicting the direction, but whether you can still survive with dignity after being wrong. Now I’m not stubborn anymore, whatever happens, happens. But I just don’t believe these shorts can trap me forever. It would be great if a black swan event hits in October. The above is just my personal venting and does not constitute any investment advice! A couple of days ago, what annoyed me most about $PONS wasn’t the drop. It was that they kept saying the protocol revenue would be used for buyback and burn, but I never fully understood when the money comes in, when the buy happens, and why sometimes it looks like it stops. Then Ozzy finally re-explained it yesterday: now the buyback runs automatically, funds are claimed every 7 days, and the next 7 days continue buying and burning. The current speed is about 2 ETH per hour. There’s roughly $950,000 left in the Splitter contract, which corresponds to the money to be gradually distributed in the next round. There’s a detail here I think is quite important. The page will later split the funds into Active Buyback Vault and reserved funds for the next cycle, so if you see two amounts, don’t think the buyback budget suddenly doubled. Essentially, it’s the same pool of funds, just one is actively buying and the other is waiting for the next round. Previously, some in the PONS community questioned why the buyback would stall even though fees were coming in. Ozzy explained that before, escrow claims involved manual/multisig steps, but now the claim→vault→continuous buyback process is automated. The official docs also state that 80% of the protocol fees are used for automatic TWAP buyback of PONS and sent to the burn address. $ETH Good afternoon, brothers, I am Good Dog, aspiring to become a genius teenager in the crypto circle! Day 9 of 20U compound interest, total assets around 93U. $ETH It's the weekend, no market movement means no market movement, as usual, not much action. I glanced at the trading volume, it has dropped to 1.5 billion. After playing for so long, this is the lowest I've ever seen, what exactly is going on? Clearly abnormal. There must be a big change coming soon. I've basically maxed out my p$AERO The AERO order book is a bit tricky, hovering around 0.86 with repeated grinding, volume hasn't dispersed, and buy orders keep hanging without withdrawing. Purely looking at the candlesticks, this kind of sideways movement followed by volume expansion either means the manipulative whales are shaking out floating chips, or they're building up for a big move. I personally bought some around 0.8627, with a stop loss set just below the low of the previous wick; if it breaks, I'll exit without hesitation. Familiar faces on Base, on-chain liquidity and activity are still there. At this position, there's room to move both up and down, so even if I'm wrong, losses won't be too big. What do you think—is this a shakeout or a bull trap? 👇👇👇$PUMP has already surged 47% in 7 days, now at 0.006375, standing at a recent high. Everyone, if anyone still wants to push from this position, first tie your hands. There’s a big player inside holding $147 million with over 15x leverage, and the most striking thing is that the available margin has gone straight to zero. This kind of setup looks exciting, but essentially it has nothing to do with you—if their position shakes by just 1%, your monthly salary will be wiped out. I’m not advising you not to play, I’m reminding you that now is not the time to enter. No one knows when the bearish candle will come after this sharp rise, but it definitely will. Those who haven’t boarded yet should just watch from outside; if you already hold some, don’t add more. If you’re really interested, wait for it to cool down after a pullback. Those chasing at the peak end up carrying others’ loads in the end. I’ve seen this kind of pulse market many times; even looking at it once more is my loss. $PUMP $PUMP is obviously more eye-catching, with a nearly 15% increase over the past 24 hours at midday. But with this kind of rise, I’m more interested in seeing if it can maintain its momentum into the next trading session. If it just spikes quickly and then volume drops and the price retreats all the way back, the opportunities left after the excitement may not be many. Conversely, if after the rise it doesn’t rush to fall back and keeps hitting new highs, that indicates subsequent buyers are willing to accept higher prices. I will list it as a key coin to watch today, but I won’t take its high ranking in gains as a direct signal that the entire market is strengthening. $SUI has rebounded today, but the weekly gain is only about 2%, clearly less than the roughly 48% increase over the past month. It’s true that after a fast rise earlier, the upward momentum has slowed down recently. Going forward, if it can again push to higher highs with narrower pullbacks, then there is a basis for further acceleration. For now, I prefer to see it as a consolidation after the rise; whether it can start a second leg up still depends on price action. $ETH is around 2690, with only a slight increase in the past 24 hours, showing no strong leading effect for now. So I’m leaving some room for a full recovery. What we’re seeing currently looks more like standout performance from some coins. If it can continue to rise and more coins follow, then the scope of the rally can be considered expanding. For now, it’s best to distinguish which coins have already strengthened and which haven’t moved yet, without rushing to apply the same bullish judgment to all coins. #BTC现货ETF重回流入,ETH资金持续流出 Staring at the sideways consolidation with low volume in the overall market is indeed boring; if you want to make money, you have to watch where the funds flow. The current liquidity situation is awkward—BTC is like a stagnant pool—but if you observe the top Meme tokens and protocols in the Solana ecosystem, there are obvious signs of capital overflow. Several small coins have already seen a moderate increase in turnover even when the overall market hasn't moved, indicating that the main players are still accumulating chips. Don't stubbornly focus on the index; at this stage, pay more attention to those that are resistant to declines and can consolidate with shrinking volume during repeated pullbacks—these have the potential to explode. $BNB $CAKE $TWT Trading has never been about flashy tricks. It's not that you learn some theory like the Elliott Wave or technical indicators like MACD and then can consistently profit. These tools are designed to create a buy point you trust deeply, but all techniques can fail at times. What matters is whether you can accept the losses when they do fail. Now, I no longer fantasize that every trade will be profitable. Before placing each trade, I think about how many points I will set for stop loss. Because if you trade driven by the desire to profit, the emotional blow of failure is unbearable. So controlling your emotions at this moment is very important. In the market, if you try to catch every opportunity, you actually catch all the losses. Patience is a required lesson for every trader.✴️ $HBAR Changing the view. But this looks the most reasonable. The invalidation point is marked. Given the prolonged nature of wave 2 — this qualifies as a sharp wave 4. Good luck.In the past 25 days, Bitcoin rose from 63,000 to 87,399 USD, seemingly a big increase In reality, the entire cryptocurrency market only added 300 billion USD Compared to the US stock market, this is not even as much as what others make in 3 minutes of trading. $BTC Iran's foreign minister spoke again: the Strait of Hormuz will not open until conditions are met. My reaction after reading this—here we go again. How many times has this been shouted? If it really worked, BTC would have crashed long ago. Instead, it bounced back to 85,000. The market is already immune to this rhetoric; now just talking can't move the market. So the bears shouldn't be too confident. Until 825 breaks, the direction hasn't emerged at all, so don't talk about trends. Right now, it's just a huge box between 825 and 870, ridiculously wide, and there's nothing you can do—this market move is on a big scale, and the volatility is wild. ETH is even more frustrating. It hovered around 2696 for a whole day, with a 24-hour high of 2697.9 and a low of 2677.4, just a twenty-dollar range, with a daily gain of 0.59%. Looking at 4-hour and 1-hour charts, it's consolidating at the top of an ascending channel, bulls slightly dominant, but there's dense trading between 2700–2720, and a volume breakout hasn't come yet. So my current take: BTC is in a wide-range consolidation, ETH is slightly bullish consolidation, no one should rush to take sides—whoever tells you it's time to be bearish now, let them wait until 825 breaks first. $BTC $ETH $XCH Processor Types Both CPU and GPU support plotting, with GPUs generally being faster. This BladeBit CUDA plotter requires an NVIDIA GPU with CUDA capability 5.2 or higher and at least 8GB of VRAM. It is limited to Windows and Linux only. MacOS support may be added in the future but is not guaranteed. The table below lists the general types of plotters for creating k32 plots and their requirements:Eating the cheapest buffet, playing with the most expensive $BTC Mortgage delayed by 2 days before paying The last house, lived in by myself and my daughter The shop was transferred, the house was sold, all contributed to the crypto circle At this rate, when will I build my own trading system Longing for altcoins and dreaming of leading the market doesn't seem to work either It's really tough, brothersHilarious, someone is bragging everywhere about $CORE burn data, claiming the supply is rapidly decreasing. It looks like they're trying to fool children; at least when you fool kids, you give them a candy, but here they only tell a one-sided story. They show a cumulative burn of 72,700 tokens from Q1 to Q3, plus tokens pending burn, explaining the mechanism of staking → activity → fees → burn very smoothly. But this presentation only picks favorable data and deliberately omits the unlocked tokens released during the same period. The burn numbers are increasing, but the tokens unlocked and released each quarter far exceed the burn amount. On one hand, chips are continuously unlocked and released; on the other hand, a small amount is burned. The overall circulating supply is still expanding, so there is no accelerated reduction in supply. Using burn data alone to create an illusion of deflation ignores the real issues of node loss and ecosystem implementation. The localized positive packaging of data cannot hide the selling pressure caused by continuous unlocking. ⚠️ Risk warning: Virtual currency trading and speculation carry significant risks. This content is only a personal opinion and does not constitute any investment advice. "Sunday's Thin Market, Don't Mistake Direction for Actual Trades" Over the weekend in the crypto market, BTC, ETH, and XRP all pushed up simultaneously with similar postures. But the market depth is too thin, and price movements are more like signposts rather than confirmations from real capital transactions. $BTC is around 84.7K. If it holds above 85.2K, the next target is the weekly high at 87.4K, and then 90K beyond that. Citi's 113K is a twelve-month target, not a story to be realized on Sunday. If 82.8K breaks, 80K will come into view. ETH is about 2680. It needs to first reclaim 2.76K and close above 2.77K for 3.00K to become a meaningful discussion point. Citi's 3,028 is the same—without a closing price, it's just an expectation. The downside failure point is at 2.60K. XRP is about 1.49. The upward path is 1.55, closing at 1.66, then looking at 1.80. The real breakout threshold remains at 1.66, with support at 1.46. In order, BTC leads. Without BTC closing above 85.2K, there's no need to rush to believe ETH's 2.77K and XRP's 1.66. Sunday's rise is just a guide, not a trade. Don't chase Sunday's path; wait for Monday's close confirmation. #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 Sandbox (SAND) surged significantly after breaking through months of resistance zones, supported by increased trading volume and open interest. Market sentiment improved after Upbit and Bithumb removed their trading caution labels, with SAND briefly rising above $0.08; key support and resistance levels were also listed, along with a discussion of the subsequent trend in October. Why do arbitrageurs both fix prices and create competition costs? When the same asset shows a price difference between two trading pools, arbitrageurs buy where it's cheaper and sell where it's more expensive, pushing the quotes closer together. This process allows DeFi prices to reflect supply and demand more quickly and also helps lending and derivatives obtain more reliable on-chain references. Without arbitrage, incorrect prices would persist longer, making it easier for ordinary users to trade in distorted pools. The problem is that public opportunities attract many bots competing for the same profit. They increase tips, optimize Gas, and race to execute before others, ultimately transferring most of the profits to block producers. Competition can improve market efficiency but also causes congestion and infrastructure advantages. $ETH gains fee demand from trading activity, but the network cannot build all efficiency on ordinary users paying worse execution prices. Therefore, evaluating MEV cannot be simply good or bad. Whether arbitrage improves prices depends on whether it consumes excessive block resources, profits by sandwiching users, or pushes validators toward a few specialized services. A healthy direction is to retain the functions of price fixing and liquidation risk mitigation while narrowing predatory ordering space. The goal of protocols and wallets is not to eliminate all profits but to ensure profits come from providing effective services.