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Good morning, crypto friends, this is Mouse's liquidation quick report
Below is the $ZEC 24-hour total network liquidation data.
The total liquidation amount for ZEC in 24 hours is: 6,243,100 USD.
Among them
The 24-hour long position liquidation amount is: 3,884,300 USD.
The 24-hour short position liquidation amount is: 2,358,800 USD. During the National Day holiday, the market has been fluctuating every day 😂
$ETH faces significant resistance above; breaking through 2832 would trigger a liquidation of short positions totaling 922 million U. If it falls below 2574, long positions totaling 832 million U would be liquidated.
So, will it drop first or rise first??
My personal judgment is that $ETH reaching 3000 this year is just around the corner. Once it stabilizes above 2800, altcoins will see a full-scale breakout.
Currently, it can't push higher; a pullback is an opportunity. Holding the 2550–2580 range allows for phased accumulation.
Several core logics:
① ETH rose over 70% in Q3, bringing capital attention back.
② ETH ETF funds are fluctuating short-term but have had a net inflow overall in the past month.
③ Glamsterdam upgrade launched the Sepolia testnet today, with mainnet upgrade expected in Q4.
④ $BTC remains strong, and capital is expected to rotate from BTC to ETH and major altcoins later.
Also keep an eye on $MORPHO, a DeFi catch-up target in the ETH ecosystem, which has shown consistently strong and stable performance.
#本周美联储将公布9月会议纪要
@OKX中文 @OKX星球 Telling you, $BTC dropped from 86600 to 85287, falling over 1300 points this round. Support at 85000 still holds, resistance at 86000 is just above. I lightly went long around 85100, stop loss at 84800, target first at 85800, if broken then 86000. Lost 200,000 U trying to recover, now dare not go heavy, opening a position with 5000 U to test the waters, no holding without stop loss. Do you think this round can hold 85000? $BTC #本周美联储将公布9月会议纪要 Brothers, I'm still holding these two short positions on $ETH and $ZEC. Any objections? I'm short.
The average entry price for the ETH short is 2,713.73, current price is 2,700.86, with an unrealized profit of 1.42%. Although the mark price for ZEC is at 1,343, this rebound is just an opportunity to add to shorts.
ETH's current trend is very weak; selling pressure is increasing in both spot and derivatives markets. The 2,700 level is being tested. The supply zone above from 2,770 to 2,800 has been tested three times without breaking through. On-chain data is even more interesting: an ancient whale with a cost basis of only $0.31 just sold 13,330 ETH. Meanwhile, the Ethereum ETF saw a net outflow of $138 million last week, after a net inflow of $690 million the previous week. Funds are fleeing faster than anyone else. The whale addresses hold short positions worth about $1.05 billion, with a long-short ratio of only 0.65. Smart money has long bet on a decline.
ZEC has retraced 22% from the 1,698 high and has been consolidating between 1,271 and 1,369 for 5 days. Although the NU7 upgrade testnet is live, reducing block time from 75 seconds to 25 seconds, indicating fundamental progress, the Grayscale ZEC spot ETF had a net redemption of $93.56 million last week, showing that incremental funds are withdrawing. Contract open interest barely increased in a day, yet the price was pulled up from 1,271 to 1,325. This is a rebound, not a trend. $BTC #FedToReleaseSeptemberMinutesThisWeek #DailyOrbit Brothers, I'm really out of bullets, no U to open new positions, can only watch the dog whales perform 😂
$BTC is grinding back and forth between 84000—86000, the current floating profit on this position is nearly 1200U. The resistance above at 88000 is heavy, and 84000 below is the key defense. Funding rate is slightly positive, long-short ratio is 51:49, it's another gate-drawing market.
$SOL is even more frustrating, stuck at 120 and can't break through, floating profit left is 51%. 117 is the intraday support, if 112 breaks, we need to reassess the trend.
$NEAR is really crazy, I don't dare to chase it, it was pulled from deep water to around 4.8, the previous doubling has almost exhausted the bulls' momentum. Still holding 48% profit now, purely lucky.
All three are grinding, I'm out of bullets, can only hold positions and wait for the market to give a clear direction before moving.
$BTC $SOL $NEAR
#OKXNOW：开启全天候市场新时代 Last night my hand trembled slightly when setting the stop loss, and this morning I realized it was an unnecessary act of filial piety. Before going to bed last night, I glanced at $OPN; every time it surged, it fell just short, volume didn’t keep up, resistance above was too obvious, the rebound was weak, and sell orders piled up layer after layer. I directly signaled a short position around 0.05820, without hyping it up—structure matters more than noise.
Don’t lose patience in the choppy market, then try to regain dignity in a trending move. Don’t let profits inflate, don’t despair over pullbacks.
This morning when the market opened, the price had already dropped to 0.05643, the short position gained +61.85%—a big win. The wait was worth it; the rhythm was nailed, and those on board should be waking up smiling. Close 80% first, move the stop loss to the cost price, protect the remaining 20% at cost; if it continues to drop, let profits run, and don’t panic if it rebounds.
Chasing highs easily leaves you stuck at the peak; wait for a more comfortable position in the next round. When the next shot comes, I’ll signal immediately. Being out of the market isn’t a sin; reckless entries are the mistake. The market isn’t short on opportunities, it’s short on patience.
$BTC $XRP The correction is happening, but the support strength varies among coins; localized recovery cannot be equated with a comprehensive strengthening. I pay more attention to how much space can be maintained after the pullback.
$BEAT is currently stronger than last night, rebounding about 4% from the 24-hour low at around 0.0882, but it still hasn't surpassed the resistance near 0.089. The issue now is not whether it will break the low again, but where the ceiling of this recovery lies. If 0.089 is touched and immediately rejected, it indicates the upward attack is still weak; only after breaking through and having a shallow pullback can we talk about further expanding the space. Price recovery is acceptable, but incremental funds cannot yet be confirmed from the increase itself.
$SOL has returned above 120, rising about 1.7% in the past seven days with a gentle slope. I remain cautiously bullish but have not seen a clear acceleration. If the decline during a pullback is limited and the baseline can be raised afterward, strength will gradually become apparent; currently, there is no need to set overly high targets, just observe whether it can climb stepwise.
$LINK I remain conservative on; although it has returned near 14, the weekly chart still shows a nearly 3% decline. It first needs to fill the previous gap, and today's rebound is insufficient to reverse the short-term judgment. If there is no progress for a while, it is better to watch more and act less; wait for rhythm and sustained improvement before increasing attention.
#BTC现货ETF重回流入，ETH资金持续流出 #本周美联储将公布9月会议纪要 #霍尔木兹仍未开放，OPEC+维持11月产量不变 周一早盘，BTC一度上探 87,180美元，距离近期约 87,400美元 的阶段高点仅一步之遥，但随后快速回落至 86,350美元 附近。 这已经是比特币过去一周内第二次冲击 87,000—87,400美元区域 未能站稳。短线多头虽然仍占据主动，但上方抛压明显，想要进一步打开空间，首先需要有效突破前高。 这轮反弹的重要催化剂仍来自美国就业数据。9月非农新增就业仅 2.9万，远低于市场此前约 9万 的预期，市场对美联储进一步收紧政策的担忧明显降温。与此同时，10月加息预期从此前接近 70% 大幅下降至约 22%，风险资产因此获得支撑。 不过，兄弟姐妹们也别把“加息预期下降”直接等同于BTC必涨。接下来还要重点观察 美债收益率、美元走势以及ETF资金流向。如果资金持续流入，同时BTC能够站稳87,000美元上方，行情才更有机会向 89,000—90,000美元 延伸。 📌 关键位置： 支撑：85,500—86,000美元 强支撑：84,000—84,500美元 压力：87,000—87,400美元 突破目标：89,000—90,000美元 目前更适合等待突破确认，不建议在压力位附近盲目追ETH heavy update.
First, the part you love to hear the most:
1. The safest move is to wait for ETH to reach 2650 before entering a long position.
2. Impulsive traders can place staggered orders now until 2650 stabilizes.
Direction: go long!!
Below are the reasons and my personal thoughts:
This is the most important section in my daily posts because I execute altcoin trades based on BTC and ETH trends every day.
For a safer approach: keep waiting until
ETH remains in the range between 2630 and 2740 over the past 36 hours. I've probably repeated this for 7 to 8 days already; I really hope for a breakout so I don't have to keep repeating this nonsense.
Yesterday morning and evening, the price rose to 2730 but was pushed back, with a 1H timeframe starting to decline.
Since it's a range-bound consolidation, take profits promptly when near the upper boundary. This goes without saying.
That's all for now. I'll continue analyzing ETH tonight. The air force thinks that opening a short position is opposing $ZEC.
From the perspective of the trading system, they first pay the margin, then the funding fee, and finally have to buy back when the price rises.
They participate throughout the entire process, supporting with real money.
This is not opposition; this is a construction team with independent opinions within the bulls' camp.$ZEC I am still bearish on this trade for now, holding the short position at 1342.45.
It dropped all the way down from 1680, the main trend is clear with no argument. Although it has formed an ascending channel in the past few days, the rebound is really sluggish, rising a bit only to be pushed back. It looks more like a correction after a decline.
My first take profit is set at 1290, which basically preempts the previous low support at 1280. If it really reaches there, I will take partial profits first.
For the remaining position, I will watch how 1280 behaves:
If 1280 is directly broken down and the rebound cannot hold above it, I will continue to wait for 1250. Only then will the second target truly open up;
Conversely, if 1280 starts to show frantic wicks and obvious support, I won’t stubbornly hold just to gain those extra 40 points.
Above, I mainly watch 1340–1350; if it regains that level, the advantage of this trade starts to diminish.
So my plan is simple now:
Short at 1342.46, take the first profit at 1290, watch if the market allows further drop at 1280; if broken, wait for 1250.
I don’t expect to capture the entire move; I just want to honestly turn the trend I’ve correctly identified into profit.
#交易之声：你的经验值得被听到
@OKX星球 10.6 SOL Silk Road $SOL
The current price of SOL is around 119.7. It previously fell steadily from around 121, hitting a low of 119.13, followed by a rebound, but now it has been pushed back below 120. Both MA7 and MA30 are near 119.7, and the price is currently moving close to the moving averages, showing no real short-term strength yet. Considering the current cautious external risk sentiment and the still strong US dollar and US Treasury yields, the rebound potential for a volatile asset like SOL is temporarily limited.
Around 120 is a key level today. If the rebound faces resistance near 119.9-120.3, a light short position can be considered, with a risk level at 120.7 and targets initially at 119.3-119.1; if broken, then look further down to 118.5-118.0.
If the price can hold around 119.1 and climb back above 120.3, the bearish trend on the Silk Road will pause, and the upside target will be 120.8-121.2.
Core conclusion: Today, SOL is expected to be volatile and slightly bearish. It is not recommended to short directly near 119; wait for a rebound to the resistance level first. If 119.1 holds, there is still a chance for a rebound; if it breaks, the short-term outlook will continue downward. $SOL #本周美联储将公布9月会议纪要 ⚠️ The $87K Wall Just Blocked Bitcoin for the Third Time
Rejected at $87.4K in late September, $87.2K on October 2, and near $87K on October 5. BTC slid back to $85K and now sits around $85,660.
Tops keep getting lower ($87.4K to $86.1K), lows keep getting higher ($83.9K to $85K). The range is squeezing.
A 4H close above $87.4K breaks the wall. Lose $85K and $83.2K to $84.1K is next.
Let the break pick the direction.
Fourth try or crack first?
Not financial advice. Guys, in recent days, ZEC has rebounded rapidly from low levels, briefly climbing back above around $1,400, showing a clear improvement in market sentiment. But if you still hold high-leverage long positions, don't assume that a brief price rebound means a trend reversal. This round of rally is more like a technical recovery after consecutive declines, rather than a new main upward wave has been confirmed. Liquidity: ETFs are turning from boosters to pressure. Previously, ZEC-related ETFs attracted considerable market attention after listing, but recently capital flows have clearly changed. In the latest week, net outflows from related products have reached about $88M, while assets under management have fallen to about $760M. Single-day fund outflows have also exceeded $20M. This means institutional funds are not continuously chasing the rally. If redemptions continue on the ETF side and spot buying cannot be taken in time, ZEC may face new selling pressure with each rebound. So now, you can't just look at candlesticks; you also need to watch for whether funds are flowing back again. Futures market: The real danger is the high-leverage long ZEC. Previously, it surged from around $500 all the way to nearly $1,700, accumulating a large amount of high-leverage long positions during the rise. Once the price breaks below the key round number, forced liquidation triggers a continuous stampede. Recently, after ZEC broke below the $1,400–$1,350 range, some long positions were liquidated, and the scale of long liquidations in a single price area once reached about $70M+, significantly higher than the short liquidations during the same period. This shows that the current market is not the caseBrothers, look at this chart, $BTC shorted 100x, opened at 86024, marked at 85226, floating profit 92.82%, taken on the afternoon of October 6th. What's going on with BTC these days? It surged to 87k but couldn't break through, then dropped back, stuck fluctuating between 85k-86k. When I opened the short, I was watching to see if it could break through; felt like the chasing crowd was losing steam, so I followed the trend.
Why can't it go higher? Simply put, the overall environment isn't strong. Inflation in the US is still sticky, government bond yields are high, money is flowing elsewhere, so liquidity in the crypto space is tight. Although ETFs still bring in some money weekly, the heavy selling pressure above can't be sustained. Plus, mid-October inflation data is coming out, and the Fed meeting is at the end of the month, so big money is hesitant to move and just watching.
This trade profits from BTC's weak retracement after the surge. 100x leverage looks good on paper but keeps you on edge; one sudden move can wake you up. Now I'm just thinking about how to protect the profits and not let the gains fly away again.
$BTC $ETH 🔥Alert: Positive news can't support the market, ETH's surge looks more like a bull trap, and the risk of a sharp drop is accumulating, the 2400 short position unwind is approaching
The news continues to heat up, but the price has not given positive feedback. ETH repeatedly rallies on good news but consistently lacks incremental buying to hold the highs, indicating expectations have been priced in early and buying momentum is starting to exhaust.
2-hour structure:
1. The previous high at 2777.70 forms strong resistance; multiple rebounds have failed to close firmly above it. The top range is repeatedly tested, and the higher the rebound, the easier it becomes a short entry point;
2. Short moving averages are converging, price is grinding within a range, volume is cooling down, KDJ and RSI lack the elasticity to continue upward, insufficient bullish relay, the sideways movement looks more like a consolidation platform before a downward probe;
3. Open Interest shows no sustained expansion, insufficient willingness to increase positions, just short-term turnover stimulated by news, the positive pricing is already quite full, and selling pressure may be released after realization.
This is only a personal opinion and does not constitute investment advice. #美债长端收益率再创新高，30年期逼近5.7% #BTC巨鲸抛压减弱，ETF资金连续三周净流入 Brothers, a noteworthy phenomenon has emerged in the current market: the $BTC dominance rate remains around 58%, while the crypto market has generally fallen about 2% in the past 24 hours. More importantly, there has been no obvious capital relay trend among altcoins. Instead, some tracks linked to traditional assets have performed strongly. The recent top gainers have mainly focused on tokenized ETFs, ETPs, and asset-backed tokens, with some related assets rising 5%–18% in a single day. This indicates that funds are not fully entering high-risk altcoins, but are seeking safe havens anchored to fund net asset values, stocks, commodities, or other physical assets. 💰 Stablecoin data is also worth paying attention To USDT's total market capitalization, recent changes in USDT's total market cap have not been significant, with no particularly strong expansion. If stablecoin supply does not increase significantly and BTC's dominance rate does not decline, it is difficult to interpret this rally as "a large amount of off-exchange funds entering the market." More precisely, it is more like a current shift → from weak altcoins to → toward tokenized assets and tracks supported by relatively underlying assets. This is also why, during market pullbacks, some tokenized RWA, ETF/ETP-related assets can actually rise against the trend. 📈 Sentiment has not significantly cooled The Fear and Greed Index is still above 70 in the greed zone, with limited change compared to a week ago. This means that although the market has pulled back, investor sentiment has not rapidly deteriorated.Brothers, a noteworthy phenomenon has emerged in the current market: the $BTC dominance rate remains around 58%, while the crypto market has generally fallen about 2% in the past 24 hours. More importantly, there has been no obvious capital relay trend among altcoins. Instead, some tracks linked to traditional assets have performed strongly. The recent top gainers have mainly focused on tokenized ETFs, ETPs, and asset-backed tokens, with some related assets rising 5%–18% in a single day. This indicates that funds are not fully entering high-risk altcoins, but are seeking safe havens anchored to fund net asset values, stocks, commodities, or other physical assets. 💰 Stablecoin data is also worth paying attention To USDT's total market capitalization, recent changes in USDT's total market cap have not been significant, with no particularly strong expansion. If stablecoin supply does not increase significantly and BTC's dominance rate does not decline, it is difficult to interpret this rally as "a large amount of off-exchange funds entering the market." More precisely, it is more like a current shift → from weak altcoins to → toward tokenized assets and tracks supported by relatively underlying assets. This is also why, during market pullbacks, some tokenized RWA, ETF/ETP-related assets can actually rise against the trend. 📈 Sentiment has not significantly cooled The Fear and Greed Index is still above 70 in the greed zone, with limited change compared to a week ago. This means that although the market has pulled back, investor sentiment has not rapidly deteriorated.Biggest misunderstanding: SOL is not short of money, it's that the money refuses to stop
Circle minted another 2.75 billion USDC on Solana. In September alone, 13.5 billion was minted, setting a record; the cumulative amount this year reached 98.8 billion, which is 5.9 times the current on-chain supply of 16.8 billion. The supply is not high, but minting is fierce; the key is not "printing" but "transferring."
In the stablecoin market, Ethereum + Tron hold 79% of the supply, like a treasury where funds mostly lie dormant. Solana only accounts for 5.46%, but treats stablecoins as fuel. In the past 30 days, DEX trading volume was 71.1 billion, 1.8 times Ethereum's 38.8 billion; the highest single-day volume was 3.06 billion, exceeding the combined total of Ethereum mainnet and all L2s.
On Ethereum, stablecoins are often used for hoarding, staking, and accumulation; on Solana, they are frequently exchanged and traded at high speed, generating profit effects. The minting boom is not a blind influx but a reflection of activity and capital efficiency.
Focus on three points: whether minting in October can surpass September; whether the stablecoin proportion can hold steady at 6%; and whether the multiple of trading volume compared to Ethereum will converge.
Supply does not represent strength; flow rate represents heat, preference, and future. SOL is becoming the strongest liquidity and main market trend in the crypto space. $SOL $ETH $BTC
#Solana代币化股票9月交易量突破44亿美元
#OKXNOW：开启全天候市场新时代 🚨 **IS THE BITCOIN CYCLE BROKEN?**
Today marks **365 days since BTC’s ATH**.
The infamous 4chan model projected the cycle bottom around now.
But BTC already made a major low near **$57K in July**.
So what happened?
📉 Cycle model: **Bottom now**
📊 Price action: **Maybe already bottomed**
**Maybe the cycle didn't break — maybe the market changed.**
市场不会重复，结构才是关键。
**July bottom or one more leg down? 👀**
#BTC #OKX #CRYPTO NEWS Life experiences feel quite peculiar; meeting a certain person can change the entire trajectory of one's life. If I hadn't met that person, what would I have done back then, and where would I have earned money to support my family?
In 2017, when I was doing self-media alone, I met a Xinjiang brother on Taobao. I did distribution for him, selling resources, and made over 300,000. In 2019, he took me to do a Ponzi scheme, and by the end of the year, I lost more than 30,000. But in that scheme, I first learned about Huobi, learned to buy Ethereum and EOS from Huobi, withdraw to that scheme, and stake to earn interest.
Later, the scheme ran away, but I got to know the crypto world. I found a blogger on Ximalaya and roughly understood the crypto space. From 2020 to 2021, I got involved in mining with physical Bitcoin and Ethereum mining machines. On May 4, 2021, I liquidated Bitcoin for 54,000; in 2022, I bought Bitcoin at the bottom for 18,000; and from 2025, I sold Bitcoin in batches between 110,000 and 120,000.
I experienced two bull markets with a "carving the boat to seek the sword" approach, and both times I got it right. Life is really interesting. If I hadn't met that Xinjiang brother, I wouldn't have entered the crypto world. At the same time, luck was on my side; I got it right twice with that approach, but I was wrong on altcoins. The altcoin boom from 2020 to 2021 never reoccurred from 2023 to 2025.
If I hadn't come to the crypto world, I might have taken the civil service exam or worked in a public institution, finding a stable job to spend the rest of my life. I don't know which choice is right; now I can only stay in the crypto world and hope to make some money again.兄弟们，链上仓位变化值得关注。此前 Maji 一度重仓做多 BTC、ETH，并使用 40倍、25倍高杠杆，整体持仓规模一度接近 1.9亿美元。 但最近他的操作明显变得更加谨慎：一边减持 BTC、ETH 多单，一边把此前已经产生盈利的部分主题仓位分批兑现，整体风险敞口已经压缩到 1.5亿美元以下，同时主动降低杠杆。 这并不意味着他突然彻底看空市场，真正值得关注的是他的风险管理逻辑发生了变化： 🔹 第一，先把利润落袋。 此前多次市场回踩，都曾让高杠杆仓位逼近危险清算区域。现在先兑现部分浮盈，相当于给账户增加安全垫，避免一次剧烈波动把利润全部吐回去。 🔹 第二，核心仓位还在，但不再满杠杆硬扛。 BTC、ETH仍然保留一定底仓，但从过去的“重仓押反弹”，转向“降低杠杆、保留子弹”。这并不是彻底离场，而是在重新掌握主动权。 🔹 第三，盈利主题仓位开始止盈。 部分小仓位已经有利润，就直接分批兑现，不再为了追求更高价格无限等待。 📊 再结合近期市场环境来看： BTC虽然仍处于相对强势区域，但冲击前高后持续性不足，ETH的表现也相对偏弱。与此同时，美债长端收益率仍然偏高，风险资产面对的流动性压Oscillating above 85,000 for a day, the key is whether this round can hold above 87,000
BTC didn't back down today, nor did it really surge.
It oscillated above 85,000 all day, pressed down hard before 87,000.
Bulls are shouting for a breakout, bears are waiting to dump; the market now is: whoever goes up first pays the tuition first.
If 87,000 doesn't break, it's still a consolidation shakeout; if volume pushes it above, short-term sentiment will be reignited.
Don't chase the hype when trading; if it pulls back but doesn't break near 85,000, consider going long; if it can't break near 87,000, there's also a short-term pullback opportunity.
The market isn't short of opportunities, but it lacks people who don't recklessly open positions.
#本周美联储将公布9月会议纪要 $BTC $ETH The most vulnerable link has never been price, but my own position rhythm. Have you also asked yourself late at night while staring at floating losses: Is the market at fault, or have I just not thought it through? These past few days, I have dug out my risk diary to reread it, and the more I read, the more I feel that what truly hurts people is never the reverse direction, but the position losing control before judgment. Some people are shorting HYPE, OKB, and LIT across the board, with a reason: there's no real bull market, too much price means a pullback, and the main force isn't doing charity. Some even started working part-time to supplement margin, even saving money from buying face masks to fill their accounts. I understand that feeling, like struggling with myself. But calmly breaking it down, the market is not trading "whether it will fall," but "the timing and slope of the decline." Since June, many stocks have seen significant rebounds in the recovery rally, with early valuation driven by optimistic expectations of easing and sector rotation. The weakness of bear logic is that if risk appetite continues to recover, the resilience of altcoins will be stronger than expected, and short squeezes often happen with the most determined bears. The bullish path is for BTC to stabilize within a key range, ETH to catch up with mainstream altcoins, sentiment shifting from caution to greed, forcing bears to cover and creating a second push. The potential risks are also clear: once macro data weakens and ETF inflows slow, high-beta stocks will pull back sharply, and leveraged bulls and chasing shorts will be cleansed out together. What is truly overlooked is that many people treat "direction" as the only variable, forgetting that rhythm and margin are the key to whether they survive until the answer is revealed兄弟们，链上大户的动作又有新变化。 据最新监测，黄立成（Maji）的账户近期继续增加 BTC、ETH 多头仓位，目前整体未实现盈利约 189.4万美元。从仓位结构来看，依然是高杠杆博弈，方向非常明确，但风险同样不低。 📌 目前主要仓位： - $ETH：25倍做多约 3.41万枚，平均成本约 $2,690，浮盈约 $98.6万 - $BTC：40倍做多约 455枚，平均成本约 $84,909，浮盈约 $43万 - $HYPE：10倍做多约 15.95万枚，平均成本约 $89.74，浮盈约 $54.8万 - $PUMP：10倍做多约 7.25亿枚，平均成本约 $0.00646，目前浮亏约 $7万 整体来看，除了 PUMP 小幅亏损之外，其余核心仓位仍处于盈利状态。 📊 更值得关注的是宏观环境。 本周市场焦点之一就是美联储将公布 9月会议纪要。在此前公布的9月非农仅增加 2.9万人、明显低于市场预期之后，市场对10月继续加息的押注已经明显降温。会议纪要将进一步帮助市场判断，委员们对于通胀、就业以及后续利率路径到底是什么态度。 与此同时，BTC近期仍在 8.5万美元附近反复争夺。此前美国现I am the mid-term intelligence guy.
Vitalik at the Singapore OKX Now 2026 Summit stated: AI has already broken out of the sandbox, attacked websites, found vulnerabilities, and is also helping $ETH with formal verification. He said that higher security will become necessary because AI will continuously discover exploitable vulnerabilities.
I noticed he revealed: about a month ago, for the first time, ENS was updated without a UI, allowing local AI to write scripts and complete tasks in 5 minutes. He expects AI directly executing complex on-chain operations to become the norm; AI is the new interface.
Looking at the Safe case worth about 1.4 billion USD, attacks occur at the interaction layer between users and on-chain systems, not the contracts themselves.
AI directly handling transactions can reduce web risks but will also introduce new challenges inherent to AI itself.
$BTC
#OKXNOW：开启全天候市场新时代
#本周美联储将公布9月会议纪要 Besent said that the rise in U.S. Treasury yields aligns with the global trend. On this topic, I think it's necessary to separate long-term interest rates rather than lumping them all into the phrase "the Fed will continue to raise rates."
The term premium model introduced by the New York Fed divides U.S. Treasury yields into expected future short-term rates and the term premium. The latter can be understood as the extra compensation investors require for holding bonds long-term. This part is influenced by long-term uncertainty and cannot be simply explained by the outcome of the next meeting.
Therefore, even if future rate hike expectations decrease, long-term yields may not fall correspondingly. If the market still worries about long-term inflation, bond supply, or holding risks, the required compensation may continue to exist. This discussion is about the mechanism and cannot directly determine how much of the current rise comes from each factor.
For long-term financing and asset valuation, the actual discount rate used remains in place. Officials can explain why the market changes, but investors still have to face this price.
So when looking at BTC and growth stocks, don't just refresh the rate hike probability for the next meeting. Short-term expectations improving and long-term pressure not easing can happen simultaneously. I am cautious about the expectation that "rate hike probability drops, so assets should rise"; the long bond market still has its own calculations to make.
#贝森特：美债收益率上升符合全球趋势 Keyed Nonces solve not only transaction blocking but also behavioral linkage.
A regular Ethereum account uses a single continuously incrementing nonce. If a previous transaction has too low a fee and is delayed from being included on-chain, subsequent transactions may also be queued behind it, causing a blockage. A more subtle issue is that the same sequence can help observers link multiple actions together. For privacy applications, even if the transaction content is protected, the visible continuous numbering may still reveal that they belong to the same account.
The idea behind Keyed Nonces is to let an account maintain multiple independent transaction sequences. If transactions in one scenario are blocked, it doesn't hold up others; and it's harder to link different sequences solely by nonce. Combined with Frame Transactions, this could allow smart accounts to manage operations separately by purpose, device, or privacy domain without actually creating many independent addresses.
However, parallel sequences do not automatically guarantee anonymity. Gas payment addresses, timing, amounts, contract calls, and network entry points still leave linkage signals. If a wallet always assigns keys using the same rules, patterns may be re-exposed. EIP-8250 is currently also under consideration for future upgrades. The most accurate expectation for $ETH users is that it reduces a structural leakage point and improves concurrency experience, rather than "becoming untraceable immediately after an upgrade."🔷 $BTC to $3M by 2050
• Matthew Sigel (VanEck): BTC as a hedge against dollar devaluation
• Medium-term target: $500K (50% of gold's market cap)
• Could be reached in the current/next cycle
• Long-term forecast: $3M by 2050
• Condition: widespread use in global trade
• VanEck abandoned the $180K target earlier this year
• Growing interest from the younger generation and sovereign states
🧠Difference from hype — a macro horizon of 10+ years.
❓ Is BTC a reserve currency for trade?👇兄弟们，最近油市真正需要盯的，不只是油价涨跌，而是霍尔木兹海峡的运输风险有没有实质性缓解。 目前伊朗方面依然没有明确释放全面恢复通航的信号，霍尔木兹相关风险仍然存在。与此同时，OPEC+已经决定维持11月产量目标不变，继续按照9月的要求执行，下一次正式评估安排在 11月1日。 这意味着什么？ 简单来说就是：供应端暂时没有明显增量，运输端又存在不确定性。 不过，市场也出现了一个新的缓冲因素——G7已经协调释放约 1亿桶原油和成品油战略储备，而且会优先释放柴油库存。这个动作短期确实能够增加市场供应，缓解部分燃料价格压力。 所以最近油价也出现了一定回落，但问题在于： 释放库存 ≠ 恢复产能。 这只是把储备拿出来使用，相当于给市场“输血”，并没有真正解决霍尔木兹运输风险、炼化能力不足以及全球库存下降的问题。 更值得注意的是，近期中东原油出口实际上已经有所恢复，9月底部分时段甚至超过冲突前水平，但油价依旧维持在高位。10月6日布伦特原油仍在 $100/桶附近，说明现在市场担心的不只是“有没有石油”，还有运输成本、保险费用、炼厂瓶颈以及地缘政治风险溢价。 而沙特阿美近期也发出警告：全球商业库存已经$SUI
$SUI has pulled back from its peak; can a positive growth narrative offset the selling pressure?
This morning's 24-hour spot observation window: range 1.176—1.2559 USDT, change -1.86%, trading volume approximately 28.67 million USDT.
The observed quote falls in the lower-middle part of the range, with the window's decline close to 2%, indicating that the upper price level was not maintained. Even if the ecosystem narrative holds in the long term, it does not mean that every short-term price point is supported by demand.
If the rebound fails to recover the midpoint of the range, supply reduction may continue to dominate; only if there is a continuous retest without new lows and a re-entry into the upper half of the range can the recovery assessment be raised.In 2023, we started researching defi tokens like uni, aave, and sky(mkr). At that time, we believed these protocols had fundamentally growing value and income, far more valuable than those air coins and VC altcoins. We were also firmly convinced that in a bull market, their prices would inevitably break historical highs.
The result was predictable: these defi tokens did not become the focus during the bull market. Everyone was speculating on meme coins and VC tokens. Except for aave, which performed relatively strongly, the others were a complete mess.
Even when others mocked defi, we continued holding with a value investing mindset. The whole process was very painful; prices were usually stagnant, especially in 2025 when uni’s highest point was only 12, far below the 2024 peak of 19.
Later, we realized that tokens lacked value capture; they were merely governance tokens and would not behave like stocks where high income drives price increases.
Now, aave, uni, and sky remain strong, far surpassing those low-quality coins, VC tokens, and other old altcoins. They are becoming star assets in the community, almost exactly as we predicted back then—only now it’s 2026.
This teaches us a profound lesson: even if we can predict the future outcome of an altcoin, the time it takes to realize that outcome can far exceed our expectations.$JITOSOL The facade of this building has already cracked up to the upper Bollinger Band, and I won't cap a structure that is only 0.2% short of hitting the top.
I've been in architectural design for twenty years, and what I fear most is not ugly blueprints, but a mismatch between the load-bearing system and the decorative surface layer. Now, this $JITOSOL building's short-term structural parameters are signaling a failed completion inspection: a 24H increase of only 1.97%, seemingly mild, but the price is already positioned 0.2% below the upper Bollinger Band — the closest to the top in the past month. The short-term Bollinger Band position is 87%, meaning the building is already tightly against the formwork with no margin to continue pouring upwards. The short-term RSI is 66.4, which officially is called "neutral," but to me, this means the concrete has reached critical slump; adding more water would cause form collapse.
More importantly, the long-term foundation. The long-term RSI is only 50.4, which means what? It means the recent rise has relied on temporary short-term scaffolding support rather than the main structure's own load-bearing capacity. The mid-term Bollinger Band position is 51%, with the price squeezed between the upper and lower bands, spanning only 6.1% — this is a typical "undecided layer" structure, neither forming an effective load-bearing layer nor falling back to a renovation level. I won't sign off on such a building.
Trading is not about guessing direction; it's about assessing structural risk-reward ratio. The current reversal short signal, to me, is equivalent to unloading a temporary structure that is capped at the top.
📉 Short:
Entry: 98.38 (current price +1.4%)
Take Profit 1: 94.55 (-2.5%)
Take Profit 2: 94.03 (-3.1%)
Stop Loss: 108.25 (+11.6%)
Note the stop loss is set at 108.25, +11.6% from the current price. This distance is not arbitrarily drawn; it is the seismic joint I reserved for this building — if it really breaks through this joint, it means my structural judgment was wrong, and I will admit it. But the two take profit targets, respectively -2.5% and -3.1% from the current price, are reasonable breakdown paths falling back to the mid-term Bollinger Band lower band and short-term mean range, with a risk-reward ratio close to 1:4.6, meeting my acceptance criteria for all projects.
I don't look at whitepapers or stories, only whether the structure can bear the force.$SPCX This trend is a bit ridiculous 😂
A few days ago it was still hovering around 149, then two big volume bars directly pushed the price to 159. After two days of sideways movement, it surged again, climbing straight from 159 to 173.5
The scariest thing isn’t how much it’s risen, but how strong its current structure is
Every breakout barely looks back, any selling pressure quickly gets absorbed by buyers, especially on the 6th — it first dipped near 158, then immediately shot up with a big bullish candle. This kind of movement is no longer an ordinary slow bull; it looks more like capital scrambling to accumulate
But now if I were to chase, I’d actually be hesitant
173–174 is clearly an acceleration zone. It could keep pushing from here, but the risk-reward ratio is worsening. If it really pulls back, the first level I’d watch is 170–171; if it falls there but quickly recovers, the trend remains strong
If it can’t even hold 168, this acceleration might need to take a break first
My feeling about SPCX right now can be summed up in one sentence:
Damn, this thing really doesn’t want to let those who missed out get on board 😅
#SpaceX股价反弹，创7月以来新高 "October Crossroads: Three Scenarios at the End of the Shakeout"
The October market feels like a compressed spring: narrowing volatility, both bulls and bears repeatedly shaken out, the main force's shakeout is nearing its end, and the trend change is just waiting for a trigger point.
$BTC is tugging around a critical neckline. ETFs are quietly accumulating amid the fluctuations, while liquidity in high-level perpetual contracts keeps shrinking. 83,500 is the bulls' defense line: if held, a sharp drop looks more like a shakeout of weak holders, and the fourth quarter could still see 88,000–92,000; if broken, first watch for a retest at 80,000, and don't rush to catch the falling knife.
$ETH is in a left-side accumulation zone. Funds are being diverted, making the trend appear sluggish; retail patience is nearing its limit, but the ecosystem's fundamentals are not fully priced in. If it can stabilize around 2,700, consider phased entries, as the subsequent catch-up potential might exceed that of BTC.
$SOL is a typical swing meat grinder. The ecosystem's heat remains, but market depth has declined; without new catalysts, it will likely oscillate between 118 and 125. Strategically, don't chase sharp rallies; wait for pullbacks to support before considering opportunities.
In this window of change, direction matters more than position size, and rhythm matters more than prediction. This is a personal view and does not constitute investment advice. Currently, the $SOL price on OKX is about $120.6, mainly trading in the $118.7–$122.3 range during the day, with little change over the past 24 hours. The cumulative gain over the past month is still close to 13%, but the past seven days have clearly entered a consolidation phase. From the market perspective, $122–$124 remains the key resistance zone that short-term bulls need to break. If it can hold above $124 with increased volume, the next step is a chance to test $127–$130. Conversely, the first focus is on $119.5–$120. If this zone is breached, the price may further test $117–$118, or in weaker cases, may retest the $115–$116 area. 🔥 What truly deserves attention is that on-chain heat and capital performance have diverged. Recently, on-chain trading on Solana remains active, with DEXs, stablecoins, and tokenized asset activities continuing to attract market attention. Meanwhile, the Alpenglow upgrade testing is still underway, with the market looking forward to further improvements in network confirmation speed and overall performance. However, institutional capital's enthusiasm for chasing gains has not risen in tandem. Recent inflows into SOL-related investment products have clearly slowed, indicating the market is currently waiting for a new catalyst rather than chasing high prices. Additionally, tokenized stocks and real-world asset narratives in the Solana ecosystem continue to heat up. As more traditional financial assets attempt to enter on-chain, SOL's long-term fundamental story remainsTokenized stocks need more than 24/7 trading.
OKXICE LLC, the joint venture between OKX and Intercontinental Exchange (ICE), parent company of the New York Stock Exchange, has notified the SEC of its plans for a tokenized stock trading venue. The proposed venue aims to support round-the-clock trading, initially covering more than 60 US-listed stocks.
The bigger idea is market structure, not just longer hours.
The SEC’s Innovation Exemption provides temporary, conditional relief for eligible venues to explore trading tokenized US stocks through automated market makers and liquidity pools. Here is what matters:
• Shareholder rights: Eligible tokenized stocks must give holders the same rights and privileges as the corresponding traditional shares, including applicable dividend and voting rights. They are distinct from products designed solely to track a stock’s price.
• A voice for issuers: Before a venue offers stock tokenized by an unaffiliated third party, it must give the issuer written notice and an opportunity to object.
• Permissioned access: Trading through these liquidity pools is restricted to eligible participants, even though the underlying blockchain is public and permissionless.
• Clear guardrails: The relief is not a blanket exemption from securities rules. The framework places limits on eligible stocks and trading volume, and requires venue smart contracts to be public and auditable.
For us, the opportunity is to bring OKX’s digital asset experience together with ICE’s market infrastructure expertise and explore how onchain technology can work alongside established shareholder rights and investor protections.
This is a proposed venue, not a product launch or an announcement of SEC approval for OKXICE. The final stock lineup, timing and availability remain subject to applicable requirements.
What matters most to you in an onchain stock market: access, shareholder rights or transparency?
#OKXICETokenizedStocks 目前 ETH 价格约 2,684 USDT，已经来到近期震荡区间的偏下位置，距离下方关键支撑约 46 USDT，距离上方压力约 68 USDT。不过，单纯看价格距离并不能说明反弹概率，真正重要的还是后续K线能否完成结构确认。 🔻 下破信号： 如果日线收盘跌破 2,638 USDT，说明下方支撑失守，短线结构可能进一步转弱，需要警惕向 2,600 USDT甚至2,550 USDT 一带寻找支撑。 🔺 转强条件： 如果 ETH 能够重新站上 2,752 USDT，并在回踩过程中形成更高低点，那么短线多头结构会明显改善，上方可继续关注 2,790–2,820 USDT 区域。 📰 市场消息面也值得关注： 近期加密市场仍受到美国就业数据、国债收益率以及美联储利率预期的共同影响。弱就业数据一度缓解加息担忧，风险资产获得支撑，但美债收益率重新走高后，资金风险偏好又有所降温。ETH自身还面临ETF资金表现偏弱的问题，因此相比BTC，当前反弹力度仍然受到一定限制。 👉 我的看法： 现在 ETH 更像是在等待方向选择，2,638 是重要防守位，2,752 是短线强弱分界。没有有效突破之前，不建议BTC tests highs then pulls back: It's not direction that's missing, but volume confirmation
Bitcoin probed $87,000 overnight before retreating, settling near $86,000 with a daily gain of about 2%. This looks more like a stress test: selling pressure remains above, and without a strong volume surge and a long bullish candle, the rebound can only be considered tentative. ETH warmed up in sync between $2700–$2730, rising about 1.5%, showing neutral strength; it needs BTC to first break the ceiling before it dares to expand its offensive. SOL is consolidating around $121, with $119–$122 as the short-term battleground; only a stable hold and volume-backed breakout can bring a new narrative.
The capital flow also sends mixed signals: BTC spot ETFs are flowing back in, while ETH continues to bleed out; on the macro side, the Strait of Hormuz remains closed, OPEC+ keeps November production unchanged, and the Fed minutes for this week are about to be released. The market temperature is still there, but the boiling point hasn't been reached. At this moment, the worst is to treat your position as faith, especially leverage which is prone to being liquidated by sudden spikes. You can lean bullish, but wait for confirmation: volume-backed stabilization, not rushing ahead. True breakthroughs never reward impatience.
$BTC $ETH $SOL
#BTC现货ETF重回流入，ETH资金持续流出 #霍尔木兹仍未开放，OPEC+维持11月产量不变 #本周美联储将公布9月会议纪要 DOGE is quietly getting interesting again.
$DOGE is around $0.095, with the 50-day MA recently crossing above the 200-day for the first time in 14 months.
The bigger story? DogeOS has launched an EVM-compatible public testnet, opening the door to trading, lending and other DOGE-based apps.
Old meme. New infrastructure.
Could DOGE surprise the market again? 👀Brothers, ETH is drawing back and forth on the daily chart
Purely harvesting retail investors.
Don't impulsively bottom-fish, you'll just fall into a trap.
If there was real strength and good news
It would directly rally to 2800, 2900 breaking new highs
It wouldn't be pulling back and forth here at all
If it can't rally, the essence is pulling up while selling off.
Less than three weeks remain until the end-of-month rate hike meeting
Before this point
Most likely there will be a waterfall drop first
Then a reversal to push the market up
My short at 2689 is currently at a small floating loss
Completely within the acceptable range
All moving averages are converging now
The direction choice is right in front of us
I lean towards a downward break
Operation: hold the short position
Add to the position on a rebound between 2720-2750
Set stop loss above 2820
Target first at 2600
If broken, look at 2500.
Don't get shaken out by the volatility
#OKXNOW：开启全天候市场新时代
#本周美联储将公布9月会议纪要
#霍尔木兹仍未开放，OPEC+维持11月产量不变 A historically super large cup-and-handle pattern, $XAG silver took 46 years from the 1980 historical high manipulated and crashed by the Hunt brothers to the 2026 historical high to complete this pattern.
$BTC Bitcoin completed a standard cup-and-handle pattern in 4 years from the 2021 bull market high to the 2025 bull market high.
Now Bitcoin is about to form a daily-level cup-and-handle pattern, only one last step remains: a volume breakout above the previous high of 87,000 to complete it, with an estimated target price around 89,555.
#BTC巨鲸抛压减弱，ETF资金连续三周净流入 Gold Intraday Trading Strategy for October 6th European Session
Gold is currently oscillating around 4140. After yesterday's sharp drop, it did not continue to break lower, showing some short-term signs of stabilization. On the news front, Jin10 data indicates that market expectations for a Fed rate hike in October have clearly cooled, with about a 77% probability of rates remaining unchanged, which provides some support for gold; however, the US Dollar Index has risen above 102, and US Treasury yields remain high, so the upside for gold is still somewhat constrained.
From the 4-hour chart perspective, the price structure is clearly bearish, with the area around 4140 serving as a low-level consolidation. Personally, I am more inclined to watch for a rebound first and then observe resistance levels. Key resistance to watch is in the 4185-4220 range. If the rebound meets resistance there, there is still a possibility of retesting 4110 or even 4100; if it can break and hold above 4220 with volume, there is a short-term chance to further recover toward around 4280.
Therefore, I will not rush to short today. First, I will see if 4140 can hold, and focus on the gains and losses in the 4185-4220 rebound zone.$BTC is showing something interesting beneath the surface.
$BTC is around $85.5K, up nearly 7% this month.
But futures open interest just fell by $1.4B while spot buyer activity flipped positive.
Less leverage. Stronger spot demand.
That combination can matter more than a simple green candle.
Is Bitcoin quietly building strength while the market watches the price? 👀No bottom fishing, just harvesting shorts with the trend.
$DASH, opened a short at 59.6 with 50x leverage following the trend. Current price 56.59, floating profit up to +252.51%.
The market shows clear bearishness, calmly and patiently absorbing the pullback.
#OKXNOW：开启全天候市场新时代
High leverage is extremely risky, immediately withdraw principal, set trailing stop loss to let profits run, and if you have no position, keep your hands off. $BTC $ETH Account Position Divergence Radar｜Last 15 Minutes
$AEON top accounts are slightly bearish, with position size leaning bullish: account long-short ratio is 0.82, position size ratio is 1.17; the difference in proportion between the two types of long positions has expanded by 1.33 percentage points. There are more bearish accounts, but the position size is still dominated by bulls, and the two indicators have not yet aligned.Today I checked the contract position statistics; $ETH and $SOL are more worth paying attention to than $BTC.
I just looked up the contract data: BTC open interest is about $55.1 billion, ETH about $34 billion, and SOL about $7.4 billion. In terms of amount alone, BTC is the largest. But when divided by their respective market caps, BTC is about 3.2%, while ETH and SOL are both around 10%.
This indicates that the derivatives positions of ETH and SOL are relatively larger and deserve focused observation. However, the positions also include hedging and arbitrage, so don't take these numbers entirely as bullish funds, and definitely don't directly say which side is going to liquidate.
In the past 24 hours, the combined liquidations of the three coins were about $99.7 million. These liquidated positions do not mean the remaining leverage is safe.
We need to observe whether the open interest continues to increase during price consolidation and whether the funding rate keeps rising. If both occur together, be wary of crowded longs. If open interest decreases but the price holds steady, it looks more like a relatively healthy deleveraging.
How lively the money is in contracts still depends on whether spot buyers step in. #DailyOrbit I am bearish on $BTC, but I still went long
Here’s the conclusion first:
I am bearish, but right now I want to go long.
From a long-term perspective, I still think the upside for $BTC isn’t very optimistic, and I wouldn’t be surprised if it weakens later and drops to a lower level.
Currently, short-term funds are clearly still playing around the resistance level. The market changes every day; if I’m bearish today, and it breaks through tomorrow, should I stubbornly hold my short?
So my approach is simple:
Bearish on the long-term, bullish on the short-term.
I’ll take the short-term gains first and reassess near the resistance level.
If it breaks through, I’ll keep holding.
If it can’t push higher, I’ll exit immediately.
The market changes rapidly; I’m not married to my own views.
If my view is wrong, I can change it; if my position is wrong, I can cut losses.
What I fear most is not being wrong, but stubbornly sticking to a wrong view.
So today, just one sentence:
Bearish in words, bullish in action #Strategy再购BTC，多家财库同步增持 #BTC巨鲸抛压减弱，ETF资金连续三周净流入 🔥The biggest mistake in the market right now is seeing hot coins surge and thinking all coins will take off. In reality, funds are stratifying: core assets are being held, hot assets are being speculated on, and coins at high levels with pullbacks have already started profit-taking. $BTC $ETH $SOL
🛡️ BTC remains the top priority. It is consolidating sideways between $85,000 and $86,000, with a slight net inflow of ETF funds, stable institutional holdings, and no obvious damage to the daily bullish structure. 🎯 $84,600 is the most important current defense line; as long as it is not effectively broken, there is no need to easily lose your base position due to short-term volatility.
📊 ETH is continuing to consolidate around 2700. Although it is not as strong as BTC for now, on-chain DeFi activity is rebounding, ecosystem catalysts continue, and the risk-reward ratio near the moving averages is relatively more worth watching.
🚀 SOL is the offensive position in the portfolio, fluctuating between $118 and $125 with greater volatility, suitable for small positions to capture intraday and swing opportunities.
⚠️ PONS should be handled differently. After a rapid rise from a low level earlier, it is now experiencing a deep pullback with obvious net fund outflows. During high-level retracements, the biggest risk is emotional bottom-fishing, so positions must be light.
🔥 Now is not about who dares to hold heavy positions, but who can survive to wait for the next main rally.
💬 Do you think the next catch-up rally will be for ETH or SOL? #OKXNOW：开启全天候市场新时代 #本周美联储将公布9月会议纪要 $BTC Today's Market Analysis
Yesterday during the Asian session, the price surged near 87000 but failed to hold. The 2-hour MACD showed a signal of bullish momentum exhaustion.
It was clearly indicated at the time: if the US session cannot hold above 87400, the risk of a pullback increases.
Last night, the US session peaked at 86700 and then faced downward pressure, currently retreating to around 85200.
Key levels:
Intraday short-term defense level: 84295
Bull-bear dividing line: 82500
Trading idea: Observe the market within the core range of 82500–84295.
Short positions are advised to take profit near 82500;
Long positions should not rush in, wait for a pullback to the support zone, and observe the strength of the rebound before choosing an entry.
Pay close attention to the direction of the range breakout; if it breaks below 82500, this round of bullish structure is declared failed