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Did everyone see today's news? Ethena's move is quite interesting!
First, the official announcement said that starting at the end of this month, all token incentives and inflation related to USDe will be completely stopped. Actually, since the first airdrop in 2024, the rewards have already shrunk by 85%. This time officially marks the end of the high-interest subsidies, completely cutting off the support.
Logically, when a project stops subsidies, the token price should drop, right? But $ENA went against the trend today, leading the altcoins and even touched $0.28. Why? Because they quickly partnered with Binance. On September 25th, they just announced that they will shift the USDe basis strategy from crypto perpetuals directly to perpetuals on tokenized US stock bStocks.
In other words, they are going to do arbitrage in the US stock market.
But is this really something to celebrate blindly? I think there are two sides. The good side is that the project finally stops relying on crazy money printing to artificially expand scale and starts seeking real external returns; the bad side is, after stopping the high incentives, can USDe's market cap remain stable? How big is the capital capacity for the US stock basis arbitrage? These are all unknowns.SUI leads the rally, NEAR follows suit; quarterly differentiation intensifies daily; 30D profit leaderboard TOP Focus Today's market shows a typical structured rally: Bitcoin consolidates in a narrow range, while small- and mid-cap altcoins show sharp divergence; strong coins like $SUI and $NEAR surge, while a batch of low-liquidity products (NFP, BETA, VIB) suffer halved declines. The total number of gainers (436) is significantly higher than the number of decliners (262), but total trading volume is only 9.344 billion USDT, indicating funds are concentrated in local hotspots rather than a broad rally. [$SUI] Today's performance: Price 1.15 USDT, 24h surge 14.04%, range 1.01~1.22, trading volume 188 million USDT, the largest gainer and highest trading volume among today's mainstream altcoins. Personal view: Bullish. There are three reasons: First, the 24-hour increase of 14.04% far exceeds ETH (+0.53%) and SOL (+3.51%), indicating independent capital driving the movement; Second, the 188 million USDT trading volume is high among small and mid-cap caps, with a range of 20% and sufficient turnover; Third, the price has already risen near the intraday high, with bullish momentum continuing. Key positions and failure conditions: Focus on 1.22 (today's high) above; a breakout on high volume would open upside potential; Support below is 1.01 (today's low); a break below indicates a failed intraday rebound, biased$DATA The recent days' trend of data has been too regular
Every day at 8 AM sharp, the price starts to rise, after gaining three to five points, it stops
How long can this pattern continue?
I don't know, anyway, I'm not the one trading it
I bought at a high point before, but I've already exited
Looking at this stock, the sustainability isn't very goodEveryone sees $LINK +11%.
I’d watch the positioning instead.
Price: +11.2%.
OI: +25%.
Volume: ~$1B.
Funding: still near baseline.
That’s unusual.
Traders are adding exposure aggressively, but funding hasn’t reached extreme levels yet.
If price keeps rising without funding exploding, the structure looks very different from a typical crowded long trade.Look at the pace of OKX X-Perp expansion.
SEI. AGLD. CFX.
Then KMNO.
Then FLOCK, MINA, CASHCAT.
Then MET, AR and CORE.
That’s a lot of new markets in just a few days.
The bigger story isn’t any one token.
It’s how quickly the list of assets available for perpetual trading is expanding.30 billion reciprocal tax cuts sound like a big gift package.
My first reaction wasn’t excitement, but recalling those "major positive news" I followed before—once the news broke, the group was noisy with drums and gongs, but the market didn’t move a bit the next day.
The saying "a win-win situation" is true, but whether the market believes it is another matter. The Trade and Investment Council, the Agricultural Working Group—these names are familiar to me; I’ve seen similar ones in previous rounds of talks. It’s good if they reach an agreement, but the phrase "stabilize confidence" is often said to those who haven’t boarded the train yet.
The real issue is never what was signed, but who breaks the deal first afterward.
How long can this last this time?
#美债长端利率持续攀升，融资压力升温
#特朗普据悉拒绝7天方案，霍尔木兹重开再生变 #高利率下，黄金还能走多远？ $ETH ETF has been bought for six consecutive days, bringing in about 2.8 billion. BTC is still hovering around 84,000.
On September 21, a single day saw about 999 million poured in, a new high this year, with BlackRock IBIT carrying the bulk. But in the following three days, the inflow rate dropped from about 700 million to about 190 million, shrinking by 80%.
The money is really coming in, but the intensity is cooling down. The price has fallen back from 87,000; spot is still absorbing, and shorts on the contract side are hedging heavily, so don’t directly translate "continuous inflow" as a surge to 90,000 tomorrow.
I’m more concerned whether the inflow can stop declining. If the inflow rate stabilizes, 84,000 will have a bottom; if it drops further, the support will be thin.
Institutions are arbitraging, retail investors shouldn’t let emotions get involved first. Wipe #BTC现货ETF连续6日吸金超28亿美元 The $18B options event is over.
Now comes the part most traders ignore.
Before expiry, BTC options were heavily concentrated around $90K and $100K calls, while BTC put/call OI stood at 0.66.
Those positions are gone or rolled.
The next few sessions will show where traders rebuild exposure.
The reset may matter more than the expiry itself.This round of Dogecoin charging toward $0.10 is without Elon Musk.
This week, DOGE started around $0.087, with a maximum weekly increase of about 25%, reaching $0.105 intraday, the first time since last June. No pump calls, no announcements; what pushed it up was incremental capital: spot ETFs are buying, social platforms have opened trading channels, and on-chain data shows whales buying about 240 million coins during the pullback, with holdings approaching 19 billion coins.
The hype has cooled off a bit, and the price is tugging between $0.097 and $0.098, with a 24-hour trading volume of about $1.5 billion. The focus has shifted: $0.10 has changed from a target to a position to reclaim. The resistance at $0.102 is a hurdle; holding above it and breaking through would confirm the move, with the next target at $0.106; on the downside, whether $0.098 holds will determine how much momentum remains in this rally, with the bulls' bottom line at $0.087.
Futures open interest exceeds $1.6 billion, and leveraged funds are still at the table. $0.10 is a psychological barrier and a touchstone. Without Elon Musk's voice, $DOGE has to rely on holdings and trading volume to speak for itself.ETF has attracted 2.8 billion in funds over 6 consecutive days, but inflows are slowing down, and $BTC is unlikely to break 87,000 in the short term
Key conclusions: ETF net inflows exceeded 2.8 billion USD over 6 consecutive days, with institutions continuously buying. However, the inflow scale has dropped from a peak of 999 million to 191 million, declining for three consecutive days. Buying pressure is weakening, and BTC is unlikely to surpass the previous high of 87,000 in the short term.
Analysis: 1. Capital: ETF net inflows over 6 days total 2.8 billion, but the peak was 999 million on September 21, followed by daily declines. On September 24, it was only 191 million. Institutional buying is slowing down, not accelerating.
2. Macro: The probability of a rate hike in October exceeds 70%, the 30-year US Treasury yield has broken 5.5%, and inflation expectations have risen to 4.6%. The high interest rate environment suppresses risk assets.
3. Price: BTC has fallen from 87,000 to 84,000. Although ETFs are still seeing inflows, prices are not rising, indicating selling pressure is absorbing buying pressure.
4. Judgment: With inflows slowing and rate hike expectations rising, BTC is expected to fluctuate between 83,000 and 85,000 in the short term. To break through 87,000, ETF daily inflows need to return to above 500 million. #BTC现货ETF连续6日吸金超28亿美元 $SHIB
$0.0000059 is a bounce, not a new cycle.
Week: 515 → 627 → 554 → 589.
Above the daily MAs. Stuck under $0.00000602.
That’s the gate.
Clear it and $0.00000627 is next.
Lose $0.00000582 and you’re back in the flush.
No catalyst. No burn that matters. Just alt rotation while BTC sits in $83k–$85k.
SHIB is leverage on BTC’s range.
Not a zero-deletion trade.#高盛预估2027年AI相关资本开支约1.2万亿美元 Bros, this Goldman Sachs forecast has taken the craziness of AI spending to a whole new level.
The capital expenditure of the five major tech giants in 2027 could reach about $1.2 trillion, which is 50% more than the $800 billion in 2026. Meta, Microsoft, Google, Amazon, and Oracle are all pouring money aggressively into AI infrastructure. Data centers, computing power, electricity—none of these can be spared. This level of investment provides solid short-term support for demand in chips, storage, and cloud infrastructure.
But bros, we need to think one step ahead. Can this $1.2 trillion investment turn into real revenue? This is the biggest concern in the market right now. Meta is recently exploring consumer-level commercialization through Muse and AI hardware, and other giants are racing to push Agent applications to market. However, whether revenue growth on the application side can keep pace with the spending on infrastructure is still unknown.
For us in the crypto circle, this logic chain is straightforward. With AI infrastructure booming, demand for storage and computing power won’t drop, so those related assets have long-term support. But don’t forget, money is limited. The giants spending so much will draw a large amount of liquidity from the global market. This is also one of the reasons why Bitcoin pulled back after hitting 87,000 and why macro liquidity remains tight. $BTC $ETH $ZEC Yesterday’s liquidation data tells a different story.
$244.8M in crypto positions were liquidated.
$121.1M were longs.
$123.7M were shorts.
Almost perfectly balanced.
But the interesting number is 66,709 individual liquidation events.
The market isn’t being cleared by one big move.
Leverage is being reset across thousands of positions.Hard to collapse! This ongoing drama of US-Iran negotiations has taken another twist — just a few days ago they said the talks were almost done, crude oil prices dropped happily, but then Trump rejected the plan with one sentence, and oil prices immediately rose back. What’s next!
#特朗普据悉拒绝7天方案，霍尔木兹重开再生变
Here’s the deal. Iran previously proposed a "7-day plan": the US first lifts the maritime blockade and eases oil sanctions, and Iran guarantees that once the agreement starts, the Strait of Hormuz will be reopened within 7 days. Sounds reasonable, both sides even entered technical consultations, the market saw hope, and Brent crude dropped 4% in one day, as if breathing a sigh of relief. $CL
So what happened? The latest news says Trump directly rejected this plan. Not only rejected, but also said military action will only be considered after the November midterm elections. So all the previous talks were just a runaround?
Yesterday I even saw someone analyzing in a community, saying reopening Hormuz was a done deal, crude would drop to a certain level, speaking very confidently. This morning I woke up and they just flipped the table, how frustrating.
The funniest part is the crude reaction. It dropped 4% yesterday to celebrate, today it rose 1.5% to recover, basically a pointless drop. The market mood swings faster than a kid throwing a tantrum — one second thinking all is peaceful, the next worrying about supply issues again.
Actually, thinking carefully, it’s not surprising. The conditions from both sides never matched: Iran wants the blockade lifted first then open the strait, the US wants the strait opened first then discuss lifting the blockade. They’ve been talking past each other, neither willing to concede first. Now Trump directly rejected the plan, basically breaking the fragile facade — those "technical consultations" were just probing each other, no real intention to succeed. $BZ
This whole thing makes me quite reflective:
1. Geopolitical news is just for watching, don’t take it seriously. Today they say talks are good, tomorrow they say talks collapsed, it all depends on the big players’ moods. If you trade back and forth following the news, you’ll get slapped in the face sooner or later.
2. Crude price swings are like child’s play. One piece of news can move prices 4%, but there’s actually no substantial change, purely emotional pricing.
3. Don’t bet on direction in these matters. You think the deal will happen, they reject it; you think war is coming, they sit down to talk again. Too many variables, betting heavily on direction is just throwing money away.$ONDO really broke the previous high after closing the position, and the 5-minute level volume has come out. If it doesn't return to the central zone, and the market is strong tonight, it will be the brightest star. Didn't want to stay by the computer and mess around during the day, probably missed it 😅$LINK is up 11.2% in 24H.
But here’s the number I care about: open interest is up ~25%.
Volume is around $1B, while funding is still near its baseline.
Price is attracting traders.
Leverage is following.
But funding hasn’t exploded yet.
The interesting part is what happens if OI keeps rising faster than price.#Strategy提议为优先股发放每日股息
Conclusion: The Strategy proposal changes the dividend record date for four series of U.S.-listed preferred stocks to daily, with payment on the next business day if declared by the board; it is pending shareholder approval and has not yet taken effect. The company's board approved submitting the proposal on September 24, with the preliminary proxy submitted on September 25, and a special shareholders meeting tentatively scheduled for October 28. This involves STRF, STRC, STRK, and STRD. The company states the new arrangement does not adjust the dividend rate or total regular dividends for each series, only the record and payment frequency. If approved by shareholders, the charter amendment takes effect, and dividends are declared, the first payment for STRC is expected on November 2, and the other three series are expected to pay on January 4, 2027. This is a timing adjustment and does not equate to increased cash flow or reduced overall dividend obligations of the company. Subsequent updates will depend on the official proxy, voting results, and whether the first payment is made on schedule.
This article is for informational purposes only and does not constitute investment advice.Germany's largest bank just said it will hold Bitcoin, Ether,
and three stablecoins for institutional clients across Europe this year.
Not a crypto company. A traditional bank.
Every time a "traditional" institution crosses this line,
it stops being news and starts being infrastructure. $XRP
$1.55 is not a dump. It’s a retest.
Week: $1.41 → $1.66 → $1.45 → $1.55.
Still above the 50/100/200-day.
$1.60 is the gate.
$1.66 is the high they have to beat.
$1.50 is the line. Lose $1.45, and the squeeze is done.
ETFs are still buying (~$23M Friday). Price isn’t chasing. That’s the same absorption you’re seeing in BTC.
XRP doesn’t lead BTC.
It punishes you if you fade it while $1.50 holds.Zano just had an inflation bug so bad,
the network wiped an entire day of blockchain history to fix it.
Not a hack. Not an exploit. A bug in the code itself.
Immutability has a reputation for being absolute.
This is a reminder that it's absolute
until the alternative is worse. Microsoft surged to 510, rising over $12 in one day, with Copilot having shifted from a chatbot to an AI Agent.
The Nasdaq closed at 27068, also hitting a new weekly high.
But don’t just focus on this sharp bullish spike.
Media reports say Microsoft closed up about 3.7% on Friday, with a total gain of only around 7% this year.
Apple also hit a historic high the same day but only rose 1.53%.
The index is lively, but the leaders aren’t exactly crazy.
I think this time it’s more like a shift in product narrative.
Coding Agents and all-weather Agents sound good, but the real test is whether enterprises will actually pay to renew.
The external environment isn’t soft either: Brent crude remains above 100, the 10-year yield is about 5.19%, and the probability of a rate hike in October is roughly 66%.
The AI story can be told, but don’t go all in at once.
Do you believe Copilot can truly boost Microsoft’s valuation, or do you think this rally is just AI sentiment recovering?
#高盛预估2027年AI相关资本开支约1.2万亿美元 #Anthropic签116亿美元合同扩充CPU算力
$MSFT $AAPL $QQQ"After a Strong Week for HYPE, Don't Just Focus on the Bullish Signals in the Short Term"
In the past week, $HYPE's performance has indeed been eye-catching, with continuous positive news and accelerated ecosystem integration. Market sentiment is starting to imagine it as an "all-in-one decentralized platform," with hype, story, and expectations seemingly all coming together at once.
But the more this happens, the more we need to return to the chart itself.
On the daily chart, 94.833 is short-term resistance above, and 89.802 is important support below. The volume is not small, yet the price has never formed an effective breakout. This kind of "high volume without price movement" sideways trading often warrants caution. It doesn't necessarily mean an immediate top, but it could indicate that the main players are quietly rotating positions using liquidity. For retail investors, the biggest risk is not volatility, but forgetting about risk amid the excitement.
So at this point, there's no need to choose strictly between "all in" or "all out." A safer approach is to take some profits off the table first, securing gains while giving the remaining position confidence to hold on. Being optimistic about the future doesn't mean you have to hold full positions through every phase.
The key focus next is Monday's opening: whether it can break above 94.833 with volume, or retest 89.802 and stabilize again. Weekend liquidity tends to be weak, and news windows can be empty, so it's better to move less and observe more.
Strength is a fact, caution is necessary. Manage your position first, then wait for direction. This is only a personal observation and does not constitute investment advice.
#BTC现货ETF连续6日吸金超28亿美元 #美债长端利率持续攀升，融资压力升温 Glassnode just flagged $95K-97K as Bitcoin's next real resistance zone.
Not a guess. It's where mean MVRV price sits — $96,700.
Options positioning could speed things up to $92K.
Then slow everything down right before $95K.
The path up isn't a straight line. It has checkpoints. NYSE is exploring a partnership with Blockchain.com.
The goal: 24/7/365 tokenized trading of US stocks and ETFs.
Read that again.
The New York Stock Exchange — open every hour, every day.
If this happens, "market hours" stops being a real concept. First, data reports: On the evening of September 26, BTC was near $84,118, up 0.38% in 24 hours. During the day, it briefly fell below $84,000, but rebounded by evening. ETH was near $2,687, basically flat in 24 hours. On Wednesday, net ETF inflows plummeted to $347 million, much cooler than the $1 billion trend from the previous two days. The volume of miners transferring coins to exchanges has quietly increased. Spot trading has seen a net outflow of $5.85 million for three consecutive days. The above are snapshots at the time of writing. Don't shake your hands—take another look at the market yourself The real big news today isn't the price, but the official announcement by the SEC commissioner known as 'Crypto Mom,' Hester Peirce, who will officially step down on October 2. In recent years, the most influential person in the crypto world at the regulatory level has been her. Stablecoins can be collateralized, commodities are traded 24/7—these statements embracing tokenization all reflect her presence. After she left, only two SEC commissioners remain. Whether the successor will be an eagle or a dove is now completely uncertain. It's like being in a relationship—someone who understands your temper best, who has spoken up for you all along, suddenly says he's leaving If you're new and haven't figured out the details yet, it's most likely to hold back for now. Don't rush to give it your all. The observation period is always more cost-effective than the impulse phase. The market was startled during the day and quietly climbed back at night. Of the $160 million liquidated in 24 hours, 90% were bulls. A few people leveraged a few days ago and are now paying off debts. This isn't a crash, it's a natural pullback after a strong rally. There isn't much money fleeing in panic in the market. Just pull your hand back for now. Tomorrow, watch two lines to see if there's a successor🔻 $NEAR
My NEAR short was opened around $4.977 with high leverage and is currently in profit. I’m watching price action closely rather than assuming the move will continue. ₿ $BTC
BTC pulled back from around $87.3K toward the $85.2K area, with consecutive 4H bearish candles showing weaker short-term momentum. Key levels:
• $83K — important support
• Break below → $82K becomes the next area to watch ♦️ $ETH
ETH dropped from roughly $2,806 and has struggled to reclaim $2,700. Key downside levels:The Fed just drafted stablecoin rules under the GENIUS Act.
Not a proposal anymore. A draft.
The real question isn't whether stablecoins get regulated.
It's who gets to qualify as an issuer —
and who gets locked out before they even apply. $SNDK｜Missed the trade by 0.4 dollars, the real pain isn't the market, but my own mindset
The short order placed at 1905 missed execution by just 0.4 dollars.
What hurts the most is that I had actually shorted from 1800 all the way up to 1900, but my position was too small and I never dared to add more.
After waking up this morning, the price triggered a market forced liquidation around 1827, and I couldn't recover it afterward.
Looking back now, what really bothers me might not be missing this trade, but the feeling of "clearly seeing it, yet not holding on."
What's even more dangerous is that after trading, my gambling urge started to rise again.
A voice in my head tells me:
"Don't rush 100,000 RMB in to gamble, what if it blows up?"
But another voice keeps tempting me:
"What if 100,000 turns into 1,000,000?"
These two voices keep battling in my mind.
And now SNDK itself is in a position that's very easy to get hyped about—AI data center demand, rising NAND prices, and market expectations for the storage cycle are all continuously driving capital attention to this stock. The company recently announced Q4 revenue for fiscal year 2026 reached $8.965 billion, a significant year-over-year increase, with data center business revenue also showing clear growth.
But the more volatile and narrative-driven the market is, the easier it is to turn trading into gambling.
Now I'm annoyed by shorting, and annoyed by going long as well.
Maybe what I really need to do now isn't to judge whether the next candlestick will go up or down, but to stop first TRX has performed relatively steadily today, belonging to a category with stronger defensive attributes among mainstream coins. The market's focus remains on stablecoin settlements on the TRON chain, on-chain transfer demand, and ecosystem cash flow, especially after further discussions in the US about regulatory frameworks for payment stablecoins, making the value of stablecoin infrastructure more likely to be re-evaluated by capital. TRX's pace is usually not particularly aggressive, but its volatility resistance is relatively outstanding. If the scale and activity of on-chain stablecoins continue to grow, the narrative support will be more solid. $TRX The market is still moving through a volatile phase, but I’m keeping my focus on the larger structure rather than reacting to every short-term pullback. This position is currently sitting on around $21,400 in unrealized profit, and I’m not planning to rush the exit. A correction during a larger uptrend can happen at any time, but that doesn't automatically mean the entire trend has reversed. 🟣 $ETH ETH continues to show relative strength. After reclaiming the $2,650 area, the next zones I’m watHere’s a tighter, more reflective OKX-style rewrite focused on the psychology of breaking even: $SOL — Break-Even Is Not the Thesis Saw someone celebrate finally getting back to breakeven on $SOL . That moment can be a psychological trap. When you’re stuck, you tell yourself: “The second I get back to entry, I’m gone.” But when price finally reaches that level, stop and ask a better question: Why am I still holding this position? Being trapped often comes from entering too late or sizing too agETC has been relatively weak recently, indicating that capital currently has limited preference for POW and old mining coin narratives. Its market performance usually depends more on overall market risk appetite, changes in the miner ecosystem, and cyclical capital rotation, rather than rapid on-chain application growth. Although it may see catch-up gains when mainstream coins stabilize, the sustainability still depends on whether trading volume recovers and if new industry catalysts emerge. For ETC, the market cares more about whether capital is willing to stay continuously rather than single-day fluctuations. $ETCATOM has recently been more reflected as a valuation recovery of a veteran cross-chain asset. The technical influence of the Cosmos ecosystem remains, but there have always been disagreements in the market regarding its token value capture, ecosystem synergy, and application growth. The current capital inflow indicates increased attention at low levels, but to form a stronger trend, new catalysts are still needed from cross-chain demand, shared security, and ecosystem project activity. For ATOM, the key is not just the rebound magnitude, but whether it can reestablish sustained fundamental expectations. $ATOM$BTC $84k is not weak. It’s stuck.
$87.4k was the squeeze.
$83k–$85k is the decision box.
$ETH follows. Needs $2,700. Dies under $2,630.
$SOL is the tell.
It already broke $119. Hold that and $123 → $128 is next. Lose $116 and the relative strength is gone.
ETF bid is still green. Price isn’t. That’s absorption under resistance, not distribution.
The market doesn’t need more hopium.
It needs a daily close outside $83k–$85k.
Until then, range is the trade. Break is the story.$CORE — Sometimes the Market Has a Strange Sense of Humor 😂 Last night, after having a few drinks, my hands started shaking and I ended up selling my $CORE position that I’d been holding for years. I then jumped into a shitcoin, immediately got nervous about getting trapped, and tried to sell. But my shaky hands couldn't get the order through. A few minutes later, I checked the chart again—and the coin had doubled. This time I was calm, hit market sell, and got out. The funniest part? A randoThere’s a popular idea that traders with small accounts should forget about catching every major market cycle. When capital is limited, the priority is not trying to capture every huge move — it’s surviving, managing risk, and steadily building the account. I’m looking at my own journey from that perspective. My current account is around $14,280, including unrealized P&L. That’s still a long way from the $100K milestone, but the objective remains the same: grow the account without allowing one b$SNDK — Frustration Is Not a Trading Signal My $SNDK short around 1800–1900 was kept small, but I still managed to get caught on the wrong side. The 1905 order missed by just 0.4, which made the frustration even worse. This morning, the position was forced out at market price around 1827, and I didn’t manage to recover the loss. Now the dangerous thought is back: “Should I throw 100,000 RMB into the market and try to win it back?” Then another voice says: “What if it turns into 1,000,000?” Tha$MSFT
Why might the market welcome Microsoft's increased focus on enterprise AI?
The value of capital expenditure depends on whether it can enter enterprise subscriptions, cloud services, and productivity software revenue. Focusing on commercialization helps reduce ineffective investments and improve profit expectations.
If cloud growth slows and revenue cannot keep up with depreciation and costs, I would lower the valuation assessment. $BTC $ETH $SOL
Weekend tape: quiet. News: Not.
BTC ~$84k, still rejected from $87.4k. ETH ~$2,690, boxed. SOL ~$120–122, leading.
ETF bid is still there. BTC funds on a 7-day inflow streak (~$2.4B this week). ETH on 6 days. SOL ETFs took ~$85M Friday — huge vs. their size.
Price isn’t following. Yields + ~70% odds of an October hike are the ceiling. $85k is the level that matters.
$BTC $ETH $SOLStrategy proposes to distribute daily dividends for preferred shares
The money doesn't increase, but comes more frequently
The Strategy board has approved the proposal
To change the four preferred shares STRF, STRC, STRK, STRD
To accrue dividends daily
Including holidays, paid on the next business day
Shareholder vote on October 28
Dividend rate unchanged, total payment unchanged
Not giving more money
Just splitting the same amount into smaller parts
The intention is clear
Preferred shares are Strategy's fundraising tool for buying BTC
Shorten the reinvestment waiting time
Improve liquidity
This makes the tool easier to sell
So my judgment is
This is a refinement of the financing structure
Not a positive signal on the asset side
How much can be raised after approval
Will determine the subsequent coin buying pace
$BTC $ETH #Strategy #PreferredShares 600 tokens became 1000 tokens, and long-term holders have become even busier
At the peak in March 2024, the daily amount LTHs dumped into exchanges was 5 times the annual average.
Now, the inflow is still below the annual average line; analysts say this is called rationality.
The data looks like this: the annual average climbed from 600 tokens to 1000 tokens, with several days at the bottom far exceeding the average in a single day.
What is he betting on: those who bought at the high point admit losses, and only the old coins are moving.
From the market maker's perspective, this is not rationality, it's that no one is taking the orders.
One more question: is the cooling inflow due to holding back sales, or just laziness to place orders?
I guess it's the latter; if the price doesn't move, placing orders is just giving away fees for free.
To be honest, I don't care about rationality or not, I'm just waiting for the annual average line to be broken once more.
#BTC现货ETF连续6日吸金超28亿美元
#美债长端利率持续攀升，融资压力升温 #高利率下，黄金还能走多远？ $BTC $ONE — Take Profit, Protect the Win 🥩 Last night, $ONE bounced hard enough to make the short position look uncomfortable. But the rebound lacked strong follow-through, and the broader short structure remained intact. From 0.0042000 → 0.0024151, the move delivered a huge unrealized gain. If you caught it, this was a spot to manage the position—not get greedy. I’d take 80% profit, keep the remaining 20% protected around entry, and tighten the stop. Locking gains matters more than watching them 🔥 Saturday evening: BTC has been sideways all day, which of these four small coins is quietly working?
#BTC现货ETF连续6日吸金超28亿美元 #美债长端利率持续攀升，融资压力升温
$HYPE around 92.211, down 1.26%, Hyperliquid decentralized exchange. While BTC is sideways, it’s still grinding; 90 is the key level, break below and watch 88. #美债长端利率持续攀升，融资压力升温 Interest rate hike expectations are pressuring DeFi valuations, but real income supports it, so dips attract buyers 💪
$BICO around 0.02267, slightly down 0.66%, Biconomy account abstraction token. After a 7% rally the day before yesterday, it paused; 0.023 is short-term resistance, break above to target 0.025. #稳定币新规推进，支付结算加速落地 The account abstraction sector is now getting some capital attention 💻
$BEAT around 0.09164, down 2.90%, Audiera micro-exchange meme coin. Down 99% from the high, rose 5% yesterday to 0.09203, then fell back today; market cap 25 million, volatility over 100%. #美联储重启加息，BTC为何仍有韧性？ While BTC is sideways, meme coins are falling; avoid these—they pump hard but crash hard too, very small positions only 😅
$RE around 0.46933, slightly down 0.20%, DeFi insurance small RWA, 71 million market cap, daily volume 5 million. The smallest market cap; when BTC is sideways it rests, when BTC bounces it flies fastest 🚀Originally, I just wanted to grab a quick breakfast, but the market ended up handing me half a year's worth of dumplings. Last night at dawn, I was watching $BTC closely; the chart was grinding and making me sleepy. The BTC lower shadow line was never eaten away, the support just didn't break.
At that moment, I said one thing: someone is catching on the downside, don't scare yourself. Go long, and leave the rest to the market.
From 79,076.1 all the way up to 84,070.5, +631.59% gave the answer. This piece of profit was comfortable to eat, the wait was worth it.
The market is something you wait for, profits are something you hold onto. Better to miss a limit-up than to catch a flying knife and end up bleeding.
The action is simple: take profit on 70%, protect the remaining 30% at cost price, if it keeps going up let the profit run, if it falls back don't let the gains turn into pain.
For friends who haven't gotten on board yet, listen to me: now is not the time to rush in, chasing highs easily leaves you stuck at the peak. Wait for the next signal before moving.
$SOL $ZEC The Funeral of Leverage: I Died One Second Before Dawn
The red words "Forced Liquidation" on the screen were like a dull knife, cutting off my last breath on $ONE.
From 0.0018 to 0.0020, this narrow oscillation zone became my meat grinder. The flashing red and green candlesticks resembled traffic lights, and I was like a gambler with bloodshot eyes, panic selling at a loss and greedily bottom fishing. The densely packed B and S on the screen were a trail of bloody footprints. Fees and funding rates were like termites, nibbling away at my remaining margin bit by bit. My nerves, sleepless all night, finally snapped when the market maker mercilessly plunged down one last time.
0.0015181 became my tombstone.
The most ironic tragedy followed. Just as I was completely liquidated and my funds hit zero, 0.0015181 turned out to be the historical bottom. Then the market ran wild like a runaway horse, soaring all the way to 0.0027! I died perfectly one second before takeoff. I guessed the trend right but couldn’t survive the shakeout; I endured all the dark nights but fell at the moment dawn arrived.
Altcoin shakeouts remain cold and ruthless. In a liquidity-drained pool, retail traders’ leverage is the market maker’s perfect fuel.
The wheels of the market keep rolling forward; my liquidation was just an unnoticed fuel on the candlestick chart. In the graveyard of leverage, the smartest people are never lacking — those who "guess the direction right." #BTC现货ETF连续6日吸金超28亿美元 #美债长端利率持续攀升，融资压力升温 Here’s a cleaner, more natural OKX-style rewrite that keeps the emotional “dog whale” theme but makes the market structure clearer: $ONE — Even the Dog Whale Takes No Holiday 🐕 Mid-Autumn Festival is here, but the dog whale clearly didn’t come to share mooncakes. 😮💨 $ONE bounced from 0.00147 → 0.00240, looked like a reversal, then got rejected hard and fell back to 0.00179. My long was taken out for a 5.11U loss (-24.16%). Technically, the picture still looks weak: • MA structure remains b81% of all Bitcoin hasn’t moved in at least 6 months.
People seriously underestimate how little new demand it takes to move $BTC higher when holders simply refuse to sell.The market clearly seems to be stalling a bit in this wave; the bears continue to watch.
I was originally ready to take profit on my $NEAR short position, but after seeing the market trend, I decided to hold on a bit longer.
Entry price was 4.977, 50x full position, currently floating profit is about 80%, just a bit short of doubling.
The current plan is clear: if the market continues to weaken, NEAR still has room to drop further. I'll hold and see if I can extend this profit wave and maybe earn some extra budget for holiday travel.
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$BTC's high in the past 24 hours is temporarily around 85200, having fallen from 87300 earlier. The 4-hour chart shows consecutive bearish closes, and the short-term bullish rebound is clearly not as strong as before.
Currently, the key level to watch is 83000.
If it breaks below effectively, the next target is around 82000; if it rebounds but fails to reclaim the key resistance zone, shorts can still be monitored.
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$ETH fell from 2806 and the rebound has yet to firmly hold above 2700.
In the short term, resistance above is quite obvious.
2650 is the next key level to watch; if it breaks, attention can shift to the 2600 and 2500 areas.
No rush to bottom-fish now; wait for clearer price signals before deciding direction.
#BTCETF2.8BInflowStreak #USLongTermYieldsRise #Hormuz7DayPlanRejected After BTC Bitcoin broke through 83000, it surged to around 87000 at its highest, then fluctuated between 83000 and 87000. After hitting 87200 a couple of days ago, the market started to pull back. Yesterday during the day, it was weak again, first breaking below 84000, then briefly returning to around 83000. This level happens to be the previous breakout point and a support level I pay close attention to. In the past two days, both the US stock market and crypto have been in short-term consolidation. Looking at them together, although risk assets have fluctuated, overall they have not deteriorated. After Bitcoin pulled back from 87000, it has not yet fallen below 82000.
$ETH $SOL #BTCSpotETF has attracted over $2.8 billion in inflows for 6 consecutive days #US long-term Treasury yields continue to rise, increasing financing pressure #Trump reportedly rejected the 7-day plan, the reopening of the Strait of Hormuz is evolving again #BTC现货ETF连续6日吸金超28亿美元
Currently, the bearish expectations of interest rate hikes still hang overhead, causing market concerns. Therefore, funds are entering the market but are not rushing to push prices up.
On one hand, external macro news keeps disturbing; on the other hand, ETFs are continuously and genuinely buying, resulting in this frustrating sideways consolidation pattern.
Moreover, the market is affected by reduced liquidity over the weekend, and the daily inflow scale has already started to decline, indicating that a one-sided big move is unlikely in the short term. Institutions are slowly accumulating at low levels, washing out short-term holders who can't hold on, repeatedly oscillating back and forth to wear down patience.
#美债长端利率持续攀升，融资压力升温 #特朗普据悉拒绝7天方案，霍尔木兹重开再生变 $BTC $ETH $SOL