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Others cut losses while I bottom-fished, going 50x long on $LIT and gained +474.74%! How bad did LIT drop this round? On September 24 it was $5.49, and by October 3 it fell to $3.43, a 28.7% drop in one week, directly ranking among the top decliners. The reason is Robinhood didn’t choose it for the US market. But thinking calmly, Lighter is still part of the Robinhood ecosystem, and the CEO said they won’t give up. Vlad Tenev also explained that choosing Bitstamp was a compliance requirement. After the sentiment crash comes opportunity. I precisely bottom-fished at 3.6462, now the mark price is 3.9924. Bulls are back, contract buy orders slightly exceed sell orders, and the rebound has volume. $BTC $ETH #OKXNOW:开启全天候市场新时代 In five years, a few tens of billions turned into 1.77 trillion; Goldman Sachs really cashed in on this. Just saw this from Bloomberg, and my first reaction wasn’t envy for Goldman Sachs, but envy for those clients who dared to throw money into SpaceX five years ago. The valuation was only a few tens of billions back then, now it’s 1.77 trillion at IPO—calculate the multiple yourself. Goldman Sachs took a 100 million advisory fee plus several hundred million in incentives; basically, they helped someone secure a good position early and then just waited. Does this have anything to do with crypto? Yes, but not entirely. Yes, because the logic is the same—early entrants get the full benefit, and latecomers end up holding the bag. Not entirely, because targets like SpaceX were completely out of reach for ordinary people five years ago; they couldn’t even get close. So don’t just look at how much Goldman Sachs earned; what you should really think about is: what you hold now, is it a setup someone else laid out five years ago? I don’t have an answer to that question for now. #OpenAI拟1.4万亿美元估值融资300亿美元 #Anthropic拟11月启动IPO,目标于感恩节前上市 #英伟达股价再创历史新高,市值逼近6万亿美元 $HYPE Currently, the Sui ecosystem has two mainstream USD-like yield assets, each with different sources of income: Fiat-collateralized USDsui (Sui's official native stablecoin) This is the native fiat-collateralized stablecoin on the Sui blockchain, issued by Bridge, a company under Stripe. Its core income source is the interest income from reserve assets: The reserve funds are mainly invested in low-risk, interest-bearing USD assets such as short-term U.S. Treasury bonds, repurchase agreements, and money market funds, generating stable interest income. Unlike USDC and USDT, which retain all reserve income for the issuers, the reserve interest of USDsui flows back into the Sui ecosystem, used for public market buyback and burn of SUI tokens, as well as liquidity incentives for DeFi protocols on the Sui chain. Synthetic asset suiUSDe (Synthetic USD asset in the Sui ecosystem) This synthetic USD asset is jointly launched by the Sui Foundation, SUI Group, and Ethena Labs, employing a delta-neutral hedging mechanism. Its income comes from two types of native on-chain channels: Staking rewards from underlying crypto assets (such as liquid-staked ETH). Funding rate income from perpetual contract short positions corresponding to the crypto assets, which fully hedge price volatility risk to obtain stable funding rate returns. $SUI Shorted $UNI at 9.031, 50x leverage, marked at 8.849, floating profit 100.76%. Many people die at high leverage, I live at high leverage; the difference lies in the bottom line. Only with a position so small it's imperceptible can you hold the short trajectory from 9.031 to 8.849. Floating profit over 100% is not the end, but a signal to upgrade the defense line: split positions, lock in profits, seal the cost line. Subsequent base positions follow along, advancing and retreating freely. Light positions, independent. $BTC $ETH #本周美联储将公布9月会议纪要 Sisters, is this $ZEC rebound a bull trap or a bear trap? Bearish and bullish news are intertwined, and it's really hard to see which way the whales are going to close the net! Bearish side: Funds are running, bullish news turns bearish Grayscale ZCSH had a net outflow of $93.6 million in one week, and another $3.56 million outflow on October 5, with assets under management falling from the peak to about $751 million. Bitget was hacked for $387 million, including 2,746 ZEC flowing into privacy pools, fueling market concerns about privacy coins. The early activation of the NU7 testnet ironically became bearish news — the price dropped from 1697 to 1330, down 15% in 7 days. Bullish side: Whales are accumulating, fundamentals still advancing One whale has accumulated 22,960 ZEC (about $31.7 million), then added another 4,200; another address withdrew 8,600 ZEC from exchanges. The whale's total holdings approach 65,158 ZEC, worth over $91 million. The NU7 testnet was activated early on October 4, with the mainnet target set for November 5. Block time is reduced from 75 seconds to 25 seconds, the halving mechanism remains, and 99.9% of the community voted in support. Paradigm publicly called ZEC "Bitcoin's privacy complement," and institutional channels have opened. Market signals: Bulls and bears are battling repeatedly between 1270-1400 Current price near 1341, 4-hour RSI is in the bearish range of 38-39, but daily RSI at 49 is neutral, and the trend structure has not reversed. The key watershed is at $1233; if the daily close breaks below this effectively, downside space opens; if it can reclaim $1400, there is a chance to retest 1500 or even higher. My judgment: Can't distinguish bull trap or bear trap, but one iron rule never fails When bearish and bullish news are mixed and direction is unclear, don't heavily bet on one side, just play short-term trades. Short at resistance around 1380-1400, long if it stabilizes at 1270-1280. Whichever direction, set stop losses and take quick profits. I painfully held from 800 to 1600 before; this time I won't be stubborn. Staying alive is the only way to talk about the future. Sisters, do you think $ZEC is going up or down this time? $BTC $ETH #OKXNOW:开启全天候市场新时代 9.21-10.6 Half-Month Performance Summary Performance: Trading account grew from $123.5 to $225.97, profit $100.68, return rate 80.5%U.S. long-term bonds are starting to emit a very uncomfortable signal. The 20-year Treasury yield has surged to 5.735%, the 30-year is approaching 5.7%, and the 10-year has also reached 5.34%, with all three long-term yields hitting roughly a 24-year high simultaneously. Why are long-term rates more worth watching than short-term rates? Short-term rates mainly follow central bank policies, while 20- and 30-year Treasury bonds price in inflation, fiscal, and debt repayment risks over the coming decades. When ultra-long-term rates keep rising, it essentially means the market is demanding higher compensation for long-term risks. This also directly pressures traditional assets. Stocks, real estate, and growth stocks all rely on discounting future cash flows. The higher the discount rate, the less future money is worth, so a spike in long-term rates usually means increased valuation pressure. But BTC’s logic is somewhat different. It has no cash flow and no traditional valuation model. When the market starts to revisit long-term fiscal, debt, and fiat purchasing power discussions, scarce assets come back into the comparison. The same long-term bond yield might be bad news for traditional assets but could become new narrative material for BTC. Ultimately, though, it all comes down to one thing: whether the narrative can turn into real money. $OKB leading the rally does not mean the overall market is improving The Nasdaq and US Treasury bonds are hitting new highs, but $OKB has made its own move. What is this price level: 121 held as support, grinding up to 128, then slowing down after the surge. 127 is the current key level; only by breaking above it can continuation be discussed. Where is this money coming from: one is the tokenized stock platform filing an application, the other is a new product launch event tomorrow. Two events coinciding on the same day, buyers entered early. $ETH is fluctuating between 2700 and 2740, tested several times but was pushed back each time. $AAVE rose from 177 to 185, short positions are stuck with a 7-point loss. Looking back, the only thing rising is the news; everything else remains flat. The day the news is released will be the real test for 127. #Solana代币化股票9月交易量突破44亿美元 #OKXICE向SEC申请推出代币化股票交易平台 #BTC现货ETF重回流入,ETH资金持续流出 $OKB $ETH SpaceX and Tesla Stock Price Rebound, Musk's Net Worth Returns to Trillions Bloomberg Billionaires Index shows Musk's wealth surged by $65 billion in one day, bringing his net worth to $1.04 trillion, rejoining the trillionaire club after three months. This round of gains was driven jointly by SpaceX and Tesla, with SpaceX up 13% since October and Tesla up 6.7%; SpaceX has rebounded 58% from its August low. Behind this are breakthroughs in Starship testing, Tesla delivery data exceeding expectations, combined with a bullish Morgan Stanley report, leading funds to re-bet on the tech growth sector. My view: This signals a warming of risk appetite in US tech stocks. Strength in tech stocks often boosts risk asset sentiment, indirectly bringing positive sentiment to the crypto market. But it’s important to distinguish that US stock sentiment ≠ immediate big rally in crypto; Musk’s personal net worth rebound does not mean DOGE or BTC will immediately surge. Historically, Musk’s statements often triggered Dogecoin price spikes, but this time the stock price recovery is driven by corporate fundamentals, not crypto narratives. In the short term, avoid blindly betting on related tokens to prevent chasing highs and getting trapped. Contract strategy: Treat this only as a sentiment reference, avoid heavy positions in Musk-related concept tokens, strictly control leverage, and focus on the main market trends. Key follow-ups: Whether US tech stocks can sustain strength, and whether Musk’s X platform will make new statements about crypto assets. What do you think? Will the warming of US tech stocks drive a new round of rebound in the crypto market? Here's something counterintuitive: The biggest news about Solana these days hasn't led to many people transferring it. On October 5th, the Solana Foundation released an open-source program called Solana DvP, designed for settlement and clearing by banks and financial institutions, with JPMorgan Chase involved in its design. Previously, institutions doing on-chain transactions had to write their own contracts, each one different. Now, with a unified standard, securities and money exchange hands simultaneously, completing in seconds, and no one can renege. In plain terms: traditional banks take two to three days for cross-border settlement, worried that money is paid but securities haven't arrived, or securities given but money hasn't arrived. On this chain, that wait shrinks to a few seconds. I don't understand the technology; I can't make sense of a single line of code, but I can tell who's entering the market. JPMorgan Chase is willing to help Solana set the standard, which shows they're not here for a quick trade but plan to do long-term business on it. Honestly, during the market swings a couple of weeks ago, I panicked. I watched my account late at night, finger hovering over the sell button, but in the end, I held back. I remembered what an old friend who has held a lot of $SOL for years said at a dinner last year: If you can't hold it, the gains don't really matter to you. My plan hasn't changed: keep dollar-cost averaging, add a bit more when it dips a lot, don't borrow or use leverage, and keep staking what I have. It's a bit slow, but I can sleep well.$SAND short position floating profit 486%, my logic is "Good news realized is bad news". The news of the warning removal by the Korean exchange caused SAND to rise 60% in a week. But the news release is the main force's selling opportunity. The technicals are seriously overbought, RSI over 80. I opened a 50x short at 0.07405. Mark price 0.06684, floating profit nearly 5 times. Looking at 0.068 support in the future, if broken then 0.055. Trend weakening, not greedy for the tail-end profit. $ZEC $SOL #OKXNOW:开启全天候市场新时代 Whenever there's a shout of a crash, plans get changed, and most of the time, they're changed incorrectly. When the market enters a prolonged consolidation, there's always a group of voices saying it will drop 10,000 points or even 20,000 points next, first dipping down to shake out the bulls before rising. Hearing this often, many bulls themselves get shaken and mess up their originally set plans. I don't deny this approach, but it has a premise: 82,500 must first be effectively broken down. That level still holds now, and the multi-timeframe structure remains bullish. Hold onto the positions built at the bottom, both spot and contracts. Do you think a 10,000-point crash will come first, or will 96,000 be reached first? $BTC $ETH #OKXNOW:开启全天候市场新时代 Teacher A's live trading record|Dollar-cost averaging $SOL Day 276, profits still at an all-time high 💰 📅 Check-in day: Day 276 💰 Current holdings: 129.89174655 $SOL 📈 Current total assets: ¥104,718.24 📊 One-year profit: +¥39,045.10 (+60.17%) 🟢 Spot profit: +¥29,617.45 (+39.86%) 🪙 Current price: ~120.30 USDT (+0.77%) From a previous unrealized loss of 5% to now reaching an all-time high, that "grueling" consolidation period in between was actually the real test. 📈 My strategy remains very simple: 1️⃣ Buy according to plan regardless of price movement. 2️⃣ Buy more when it drops, buy less (or hold) when it rises. 3️⃣ Put idle funds into earning coins, with an annualized 4.78% as "pocket money layer." To be honest: A new high is not the end, it just reminds me—rules are more reliable than emotions. The real challenge is not predicting direction, but sticking to the plan when no one is watching. Are there any friends also dollar-cost averaging SOL? What day are you on now? Raise your hand in the comments! 🙋 OKX #SOL #DollarCostAveragingDiary #LiveTradingRecord #Solana代币化股票9月交易量突破44亿美元 $SOL OKX launches stablecoin app "OKX Money" with up to 10% annual yield on USDG According to Cointelegraph at 11:40 Beijing time on October 6, OKX has launched OKX Money in parts of Latin America, Africa, South Asia, and the Middle East: over 50 fiat currencies can be deposited and automatically converted into USDG, USDC, or USDT, which can be transferred or used for payments; eligible users holding USDG can earn up to 10% annual yield without staking or locking funds. OKX has not disclosed the initial countries nor responded to where the yields come from. Why it matters: Exchanges are competing for the "dollar accounts" in emerging markets. Chainalysis reports that cross-border stablecoin flows grew 77.5% over the 12 months ending June 2026, reaching $220.3 billion. However, the US GENIUS Act prohibits issuers from paying interest, and the EU MiCA regulation also disallows it, so such products can only operate in regions with looser regulations. Market update: OKB rose from about $124 to $131.5 (+6%, OKX, Beijing 12:24) in the past 24 hours, BTC is around $85,598 (Coinbase, Beijing 12:24). The OKB strength overlaps with the news timing but may not be causal. My view: The 10% is the "maximum" tier, depending on deposit, spending, or VIP level, so don’t treat it as a guaranteed yield; avoid putting large amounts before the source of yield is clarified. Control your position when chasing platform tokens. This does not constitute investment advice. $OKB $BTC Dominance (BTC.D) has formed a Death Cross, a signal that previously preceded sharp dominance declines in 2016 and 2021. If $BTC.D breaks support from the current 59–60% zone, capital could rotate into altcoins. 📉➡️🚀 Price action confirmation is still needed. #HormuzStillClosed #FedSeptemberMinutes Brothers, damn it, it was crashing just yesterday, but after sleeping through the night, it wiped out all my profits! No worries, I still believe it will drop, so I'll hold on a bit longer! $CAP current price is 0.065544, I opened a short at 0.07854. I had a 50% unrealized profit before, but now I've given back quite a bit, though the direction hasn't changed. Why do I still insist on being bearish? On-chain data has long been flashing red — active loans dropped from $67.86 million on September 12 to $61.55 million, the protocol's 24-hour fees are only 11,000, down 73% from the previous day. No one is using it on-chain, so what is supporting the pump? The funding rate is even clearer: CAP's weighted open interest funding rate has fallen to -0.4748%, a negative value means shorts are fully dominating. Net spot inflows also plummeted from 9.78 million to 2.2 million, funds are accelerating their exit. Emotion-driven rallies, once the hype fades, fall faster than anyone else. The market is generally consolidating at a high level today, with Bitcoin repeatedly tugging around 85,000, and major altcoins each facing different key price levels! Bitcoin $BTC Current price: $85,620 BTC has been fluctuating between $85,878 and $87,334 over the past two days, with several attempts to break above $87,000 failing to hold, indicating significant selling pressure above. The good news is that the previous resistance at $85,000 has been substantially broken, seller liquidity is clearly drying up, and institutional funds are returning—spot Bitcoin ETF net inflows reached $2.7 billion in September, and Citibank even raised BTC's 12-month target price from $82,000 to $113,000. Currently in a “Bull Flag” technical pattern, if volume-backed breakout above $87,334 occurs, the next target is $90,000; if it falls below the Fibonacci support zone of $84,000–$84,300, a short-term pullback to a lower area is possible. Bulls are gathering strength, but $87,334 is a critical hurdle to overcome. $ETH $ZEC #OKXNOW: ushering in a new era of 24/7 markets #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 Opening average price 0.4957, mark price 0.37, short 20x leverage, floating profit +507.16% — I’m holding this position firmly. $CT has only been listed for a few days, rising from 0.11 to 0.48, a 700% surge in a week, clearly driven by sentiment. After being overbought, all technical indicators are stuck near the zero line, MACD shows no direction, Bollinger Bands are narrowing, which is a typical momentum exhaustion signal. This is the position I’m watching. After the new high, it failed to hold above 0.48 for three consecutive days, volume shrank, and short-term funds started to withdraw. The opening at 0.4957 was actually a false breakout on the second surge, so I decisively entered a 20x short. Looking ahead, 0.37 has broken below the MA20, with support at 0.34 below. New coins are highly volatile, so don’t be greedy at the tail end; focus on taking profits in batches. $BTC $ETH #OKXNOW:开启全天候市场新时代 #NvidiaRecordHigh I just got down from the scaffolding, the cement dust in my gloves hasn't even been wiped off yet, and I see that Nvidia, the super construction contractor, has pushed the stock price up to a high of 237.88 again. On the entire construction site, Nvidia is like the giant supplier monopolizing all the premium steel bars and special cement in the city. No matter if the crypto construction teams below plan to build skyscrapers or illegal shacks, once construction starts, they have to buy the highest-grade cement at his sky-high prices. While those so-called smart contract construction teams in the crypto world are still fooling investors with a few dazzling 3D renderings, Nvidia has already stuffed bundles of cash into its safe with solid supplies. Quarterly revenue hit 96.2 billion, and on top of that, they are ready to spend 235 billion on buybacks—this is hard currency earned by genuinely trading building materials. Look at those makeshift crews on the crypto construction site; their foundation is a mess, constantly shouting about reconstructing construction standards, but in reality, they can't even haul a decent truckload of sand. I glanced at the level in my hand; $FET is now priced at 0.2512, with a 1-hour RSI of only 48.3, unable to climb even the middle Bollinger band at 0.2539. The entire column is firmly pressed down by the lower Bollinger band at 0.2447. This kind of load-bearing structure, if a prefabricated slab presses down even slightly, the entire cantilever beam will break on the spot. That so-called toughest architecture $TAO is currently at 302.4, with RSI also drooping near the critical 48.0 line. The lower Bollinger band at 297.8 is like a piece of weathered, poor-quality cushion, ready to collapse anytime, while the middle band at 303.27 is welded tightly as the top plate. I've done heavy physical work for twenty years and know best the consequences of cutting corners. Without pouring even half a cubic meter of concrete for the base, relying only on a scaffold built by boasting concepts, a gust of wind will blow both people and scaffolding into the mud pit. Real money has all been taken away by that steel supplier, leaving the crypto construction site with nothing but a pile of unfulfillable blueprints and tofu-dreg projects ready to blow up anytime.🏗️🧱$LIT and $NEAR rose over 8%, with $BTC fluctuating around $86,000. According to the current market conditions, $BTC is about $85,500, $LIT about $3.994, and $NEAR about $5.249. LIT is the strongest, NEAR follows closely, and BTC has dropped 0.7% in the past 24 hours. BTC is below the one-hour EMA20 at $85,713, RSI is about 45, and positions have decreased by 1.4% compared to about 23 hours ago. Leverage did not follow during the rebound; after two attempts near $87,000, it fell back, and spot demand remains weak. LIT rose 9.5%, positions increased by 14.4%, with price and leverage expanding in sync; there is selling pressure near $4.14, and continuing to chase longs under positive funding rates is likely to encounter profit-taking. NEAR rose 8.4%, positions increased only 1.6%, with the rise mainly driven by spot. NEAR Intents' September fee income hit a yearly high, but transactions above $5.37 still need continuation. OKX smart money is biased 55.5% long on BTC, total positions increased by about $1.05 million, with an average long cost around $86,012. The price is still below the cost line, and new positions have not yet turned into an advantage. BTC operation: If the one-hour candle closes above $86,050 and holds on the pullback, a light long position can be taken, stop loss at $85,620, target $86,800, about 1.7R; if it first breaks below $84,900, cancel the long plan and wait for support to reform below.$VIRTUAL launches closed beta app, integrating social group chat with instant trading! 💥 Virtuals Protocol has just released the iOS closed beta, featuring a personal AI assistant and native wallet directly integrated into the group chat interface. Early testers can now strategize, research targets, and execute orders during conversations without leaving the chat. 📊 By embedding trading mechanisms directly into social channels, operational friction is eliminated at critical moments when retail sentiment forms. As access gradually opens, savvy capital will closely watch whether ecosystem expansion leads to a revaluation.$ZEC's market is really quite stable; after a 266% surge over 180 days, it is now stuck around 1343, with trading volume halved. 📊 Market status: 🔴 Heavy selling pressure above 1350-1365, with 1360 as the short-term strength/weakness dividing line. 🟢 The intraday lifeline is at 1328, and 1270 is the ultimate defense line. ⚠️ The daily chart is constrained by MA10 and MA20, with heavy trapped positions above. 🎯 Trading strategy (sell high, buy low): 📉 Short attempt: If the rebound to 1350-1365 shows weak momentum, open a light short position, stop loss at 1390, target 1320-1280. 📈 Long entry: On a pullback to 1310-1325 with reduced volume and a long lower shadow, open a very light long position, stop loss at 1290, target 1350. On the news front, attention should be paid to Samson Mow's direct criticism, questioning the sustainability of ZEC's rise and claiming the market cap is artificially inflated. Such bearish remarks at a time of substantial profits can easily trigger a stampede sell-off. #ZEC现货ETF连续3日流出,NU7升级临近 Brothers, damn it, it was crashing yesterday, but after sleeping through the night, it wiped out all my profits! No worries, I still believe it will drop, so I'll hold on a bit longer! $CAP current price is 0.065544, I opened a short at 0.07854, previously up 50%, now giving back quite a bit, but the direction hasn't changed. Why do I still insist on being bearish? On-chain data has long been flashing red — active loans dropped from $67.86 million on September 12 to $61.55 million, the protocol's 24-hour fees are only 11,000, down 73% from the previous day, no one is using it on-chain, so what is supporting the pump? Funding rates are even clearer, CAP's weighted open interest funding rate fell to -0.4748%, a negative value means shorts are fully dominating. Spot net inflow also plunged from 9.78 million to 2.2 million, funds are accelerating their exit. Emotion-driven rallies, once the heat fades, fall faster than anyone else. Technically, CAP has retraced from the September high of 0.0775, the 0.075 to 0.08 range above is a previous trapped zone, pushing above it is just to help people get out. This rebound is just an opportunity for shorts to add positions. I'm holding the short I opened at 0.07854 along with $BTC $ETH #OKXNOW:开启全天候市场新时代 Another thick layer of ashes has been unearthed, and this is by no means a sign of a cultural revival. Every time the Luoyang shovel probes the strata, what it brings up from the soil is never fresh miracles, but the same greedy remnants repeated over thousands of years. From the tulip bubble, the South Sea bubble, to the string of characters before us, humanity always thinks it stands at the pinnacle of history, but in fact, it is merely overlapping on the bones of sacrificial victims who have not yet fully decayed. $BTC is currently stuck at 85619.5, with the 1-hour Bollinger Band middle line at 85769 acting like the sealed stone door of an undisturbed tomb, pressing tightly overhead. The RSI is stuck at 47.2, a half-dead level, neither frenzy nor panic; in archaeology, this is called a "cultural layer hiatus"—indicating the blood of the previous wave of sacrificial victims has dried up, and the next batch of offerings hasn't even had time to read the inscriptions. The foundation rammed earth at the lower band 85197 is loose and fragile, while the upper band 86341 is the ruins piled up by the bones of bulls from past eras. There is nothing new under the sun; every suffocating contraction with shrinking volume is very much like those dull afternoons before the fall of Pompeii. Since cracks have appeared in the burial mound, we might as well go with the flow along the collapsing fault. - Target: $BTC 🔴 - Entry: 85600 - 85900 - TP1: 85200 - TP2: 84600 - SL: 86450 The Luoyang shovel has already touched the broken stone coffin, and the supporting pillar below is about to be completely crushed. #CryptoEarningsPressureWhat really drove SOL's rise this time isn't the story, but the on-chain US stock trading volume $SOL's recent price hasn't been strong, but another set of on-chain data has already exploded. In September, Solana tokenized stock trading volume surpassed $4.4 billion, hitting a record high; the number of holders rose to about 1.2 million, with over 770,000 new additions in a single month. While the price is adjusting, real usage continues to climb, and this contrast is more worth watching than simply shouting RWA. More importantly, tokenized stocks on Solana are no longer just "copying US stocks onto the chain." A large amount of trading happens after traditional US stock market hours, and OKX's own unified tokenized stocks already support 24/7 trading. What the market is truly paying for might be the time restrictions that traditional finance has never solved. However, we can't directly interpret the $4.4 billion as $4.4 billion of new funds. Trading volume is turnover, not net inflow, and currently trading is still concentrated on a few DEXs. Now, Solana tokenized stocks have a 7-day average daily trading volume of about $155 million, accounting for about 43% of similar on-chain trading, indicating the sector has scale but is far from winner-takes-all. So, looking at $SOL now, I’m not in a hurry to chase the price just because RWA data looks good. What’s really worth watching is the next phase: whether holding scale, user numbers, and trading volume can grow simultaneously. If all three continue to expand, that will create the contradiction I like — fundamentals move first, price hasn’t caught up yet. #Solana代币化股票9月交易量突破44亿美元 $APR is moderately bearish in the mid-term, with the pressure window being the last 7 days before the cliff unlock on October 23rd. Currently, there are still 17 days left, so it hasn't arrived yet. This unlock is close to half of the existing circulating supply. We backtested events from 2024 to 2026 where the unlock volume accounted for more than 10% of circulation; in the 7 days before the unlock, relative to the overall market, the two sample periods before and after showed −6.1% and −6.5%, with about three-quarters being negative. There is no stable direction after the unlock day; the focus should be on the week before the unlock. The chart's high points are still rising, and the largest volume falls on bullish candles, so the short-term structure is indeed relatively strong. However, contract positions are very small, with only 8 long and 2 short liquidations in 24 hours, indicating a thin market; this kind of buying pressure cannot absorb such a large new supply. Before entering the window, it will most likely move between 0.1326 and 0.1415 along with the market. If it falls below 0.1326 after entering the last 7 days, bearishness is confirmed. Conditions to turn bullish: still standing above 0.1415 during the last 7 days and not underperforming the market.$CORE project team remains silent and inactive, amplifying the risk of CORE sell pressure Many people are asking: with staked funds rapidly fleeing and nodes going offline one after another, the project team remains completely silent, what impact will this have on CORE's price? In the short term, lacking official positive narratives to support it, market confidence continues to erode, panic spreads, sell pressure keeps releasing, and the market is very likely to maintain a gradual decline. If funds withdraw en masse, a rapid price crash may occur. The mid-to-long term risks are even more troublesome. Continued silence essentially signals a reduction in operational investment, causing the ecosystem and liquidity to gradually dry up. A large amount of tokens locked in ultra-long staking periods will, once unlocked in the future, convert into a continuous stream of new sell pressure. Large node holders have channels to redeem and exit early, while many retail investors are locked by staking rules and can only passively bear losses caused by price drops. In just over an hour, the total CORE staked amount decreased by 23,527,072 tokens, and staked BTC shrank by 310.309934 coins. On-chain data is the most direct evidence. Under the combined effect of capital flight and official silence, the price is unlikely to find strong support. ⚠️ Risk reminder: The above is only a personal opinion sharing. Virtual currencies are not protected by domestic laws, carry extremely high risks, and do not constitute any investment advice. # Latest Updates - Yemeni government forces launched a counterattack and claimed to have recaptured the Red Sea port of Al-Mokha. Houthi forces attacked Saudi Aramco facilities in Riyadh and Khurais, as well as Riyadh airport, using ballistic missiles and drones. Turkey and Pakistan deployed military forces to Saudi Arabia under the "Mecca Joint Defense Agreement." - US-Iran negotiations remain deadlocked; the US expelled two Iranian delegation members, refusing to yield. Brent crude oil remains near $100 per barrel. - The US ISM Services PMI for September was 54.9, meeting expectations but slowing month-over-month. The input price index rose another 1.4 percentage points, reaching the highest level since July 2022, confirming renewed inflationary pressures. - Trump's approval rating fell to a historic low. Diesel prices reached a record high of about $6.50 per gallon. An executive order is planned to expand the tax-exempt use of red-dyed diesel. - OpenAI is negotiating $30 billion in financing with UAE funds and BlackRock. Abu Dhabi's MGX and others have discussed a combined investment of up to $10 billion. - Microsoft and Meta have asked employees to reduce use of Claude to save costs. Microsoft's Anthropic spending has been cut by more than one-third, and Meta's Claude Code user base dropped from about 60,000 to about 30,000 employees. - Cooling rate hike expectations have driven a crypto rebound: BTC at $86,000, ETH at $2,714. On October 2, BTC ETFs saw net inflows of $190 million, while ETH ETFs had net outflows of $37 million. # Trading Analysis - Conclusion remains unchanged: CPI deterioration is not worse than expected; divergence between stocks and bonds continues. - Market surface trading shows "inflation resurgence + geopolitical escalation": 10-year US Treasury yields rose to 5.30%, 30-year yields to 5.66%, both hitting new highs, but the Nasdaq rose 1.05% — the 54.9 services PMI indicates growth can withstand high interest rates rather than stagflation. The bond market prices in inflation and fiscal supply, while the stock market prices in AI narrative recovery. Focus on October 14 CPI and October 15 PPI as the most important data before the end-of-month rate decision. - The core AI contradiction has shifted from hardware supply to ROI validation. Microsoft's and Meta's cuts in Claude spending warn of corporate AI cost-effectiveness considerations; watch whether BTC can break previous highs. Long and Short Crowding List|Last 15 Minutes $CT short positions have a relatively high unit holding cost over time: current 4-hour rate is -0.02%, price -0.35%, and open interest -2.98%. The decline is accompanied by position reduction, with new positions not yet matching; holding shorts past settlement at the current rate will cause funding fees to lower the breakeven price.$DOGE Damn it! DOGE's order book is ridiculously manipulated, with a mountain of sell orders stacked above 0.0948, and the funding rate has turned negative. Don't ask, it's just the dog whales shaking out the market! 🔥 The data doesn't lie: there's a bearish divergence on the 4-hour chart, and volume has shrunk to a dead calm. The 0.0948 level keeps getting poked repeatedly—clearly a bull trap. Damn these dog whales, trying to fool retail investors into buying the dip again? Short-term, go straight short with a stop loss at 0.0985 and a target initially at 0.088. In this pure capital battle, don't get emotional with the dog whales. 💎🙌 If you want to secretly lay an ambush, click the market card below to check the order book yourself, don't chase the highs. The above is just my personal opinion and does not constitute investment advice. Cryptocurrency is highly volatile; please invest rationally, manage your risk, and avoid blindly following others. 👇👇👇Don't rush to buy tokens as soon as you hear about a theft; the real focus has never been the K-line. According to Cointelegraph, ZachXBT claimed to have disguised himself as a client to infiltrate a Chinese money laundering gang. The information obtained helped track and freeze part of the $1.5 billion stolen from Bybit; the gang is accused of laundering over $1 billion in assets related to North Korea's Lazarus group. The incident does not correspond directly to a single token, but it will lead to stronger risk control scrutiny on exchanges, OTC, cross-chain bridges, and stablecoin deposit and withdrawal channels. One observation is that after the blacklist addresses spread, some channels might first block deposits and withdrawals and then provide explanations; another observation is that when platform risk control tightens, the first to be affected is often not the hotspots but the efficiency of normal deposits and withdrawals. Are you more worried about temporary deposit and withdrawal restrictions, or the subsequent increase in compliance audits? The Monetary Authority of Singapore recently adjusted the capital requirements for banks holding crypto assets. They no longer categorically assign the highest risk weight to unlicensed public chain assets. Assets that meet governance, security, and anti-money laundering conditions can apply lower risk capital requirements. This approach is more technology-neutral and encourages compliant institutions to participate in digital assets, but the entry threshold for retail investors remains strict to protect ordinary investors. Market impact: The threshold for institutional funds entering crypto assets has been relaxed, benefiting institutional business, but retail speculation remains restricted. #Okx #bnb$HYPE The most dangerous misconception right now is equating "strong trend" directly with "continuing to chase is safe." Current price 93.71, 24h +3.71%; 1-hour slightly strong, 4-hour slightly strong, volume about 0.17 times the average volume of the last 20 bars. I break it down into two scenarios: A, breaking through 95.25, short-term structure confirmed; B, falling below 90.62, original judgment invalid, next observation point shifts to 86.16. No preset answers, just watching which condition happens first. Which scenario do you think is more likely to occur first, A or B? The above is market observation and does not constitute investment advice. This is from Crypto Bull.87K 摸了一下就被按回去,这口气没接住。 你看到的是冲高回落,还是上方真的有人在派发? BTC 一度靠近 87K,但买盘没能把突破守住,价格又滑回 85.7K 附近。表面看只是一次失败的冲高,真正值得盯的,是 84K 这条线有没有被认真防守。 我自己的感受是,这种位置最容易让人上头。涨的时候怕错过,跌的时候又怕接刀,但市场此刻交易的其实不是方向,而是承接力。84K 是短期关键支撑,87K 到 88K 是突破区,中间这段更像情绪拉扯带,不是趋势确认带。 关键信号先摆出来。 - 动量信号:价格仍站在 84K 上方,说明多头结构还没被正式破坏,反弹叙事仍有余温。 - 风险信号:87K 附近冲高失败,意味着上方卖压真实存在,追高仓位开始变得脆弱。 - 节奏信号:85.7K 附近来回震荡,代表市场在重新定价风险偏好,而不是单纯洗盘。 偏多的路径很清楚。只要 84K 不丢,BTC 就还有再次挑战 87K 到 88K 的机会,ETH 和部分山寨也会跟着喘口气,情绪从防守切回试探。这个阶段,强势币会先修复,弱币继续被抛弃,板块之间的差距会拉大。 但风险也不能装看不见。一旦 84K 失守,回撤深度可能$BTC What's going on next door? $BTC Current price $85,528, down 0.63% in 24h, sliding down from $87,250 on 10/02, with daily highs getting lower (87,250→86,976→86,098). The two most notable things today: OI ran up $346 million in a single day, nearly 6 times the outflow volume of $ETH; the fee rate flipped negative directly to -0.0025%, with longs no longer paying rent but instead collecting a benefit fee from shorts. This is a typical "flash step" — big money doesn't hold hard, it withdraws first. $BTC is now stuck in the 85,000-87,250 box, with the lower edge 85,000 being the ETF buying position from yesterday (IBIT net inflow of $103 million in a single day). If it falls below, someone will catch it; if it rises, no one chases. In the short term, I lean towards a pullback and am not in a hurry to bottom-fish. I'll wait until it tests 85,000 clearly before commenting further. Brothers, I'm still holding these two short positions on $ETH and $ZEC. Any objections? I'm shorting. The average entry price for the ETH short is 2,713.73, current price 2,700.86, floating profit 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, with selling pressure increasing in both spot and derivatives markets. The 2,700 level is being tested. The supply zone from 2,770 to 2,800 is dense; it has been tested three times without breaking through. On-chain data is even more interesting: an ancient giant 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 address's short position size is 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 went 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, with incremental funds retreating. Contract open interest barely increased in a day, yet the price was forcibly pulled back from 1,271 to 1,325. This is a rebound, not a trend $BTC #本周美联储将公布9月会议纪要 Charts speak louder than words, drawing lines to talk $ETH Main chart's three key points to clarify first: On 10/02, a long upper shadow reached 2,779 but was hammered back to close at 2,667, a classic shooting star pattern; bulls got caught off guard and took a hard fall; on 10/03, a narrow small bullish candle barely breathed all day; on 10/04, it leveraged momentum to 2,738.68 but closed lower again; on 10/05, it touched 2,737.61 and again closed lower—two attempts hitting the same wall in two days, and this wall is really solid. The lows have quietly been rising: 2,647.90 (10/02) → 2,664.28 (10/03) → 2,676.97 (10/05) → 2,691.21 (today), bulls are gradually raising the floor step by step, but the ceiling remains at 2,738. The narrowing triangle pattern is getting tighter, and the direction choice is near. My line drawing prediction: the red descending resistance line connects 2,779 and 2,738.68 slanting down, the current price is exactly riding on the lower edge of this line; short positions should wait for a rebound to 2,715-2,728 (the current resistance line level overlapping with previous highs dense area) to enter comfortably, stop loss at 2,742 just above the double top, and accept the breakout if it happens. The MA3 is at 2,690, MA5 around 2,700; today's close at 2,697.73 just grazed MA3, breaking below MA3 is the first short signal.A few days ago, $CT just launched and violently surged by 547.25%, then pulled back, and rebounded to break new highs in the following two days. I observed for a few days and judged the top; at that time, the daily chart showed two bearish candles, and the third one also went down, with a relatively long wick, indicating a probability of continued sharp decline. So I opened a position, but by midnight, due to uncertainty about the direction at 12 AM, I closed the position. This morning, after observing again, CT is still in a rapid downtrend channel, so I reopened a position, expecting a continued decline. New coins are extremely volatile; explosive surges and crashes are normal, so risk should be noted. The above is my personal opinion and does not constitute investment advice.📉June 10 Midday Market Outlook📉 $ETH Strategy: BTC breaks above 2708 with volume, chase long on the right side, then retract stop loss. 2693 breaks down with volume, chase short on the right side, set stop loss properly. Retest 2657 to confirm support, add one long position; stop loss if it breaks 2610. BTC hourly level holds above 2708, target 2742-2780 upwards. Watch 2780 above for one short position, stop loss if it breaks 2806. Left side spike orders: long at 2585, stop loss if it breaks 2552. Resistance above: 2708-2742-2780 Support below: 2693-2657-2610 4-hour level breaks 2693, target down 2657-2610. BTC’s price channel is broken, but the M-top pattern is not confirmed because the price hasn’t truly broken below 2700 and stayed below; it only spiked briefly below 2700, so the hourly M-top is not established. Now it depends on whether BTC will break below 2700 and remain under it. Only if it breaks 2700 will the hourly M-top be confirmed, allowing BTC to retest 2654; otherwise, it will consolidate around 2700-2742, a boring market, meeting adjourned. $BTC $ZEC #BTC现货ETF重回流入,ETH资金持续流出 There's something about Ethereum that I really want to remind my brothers: A company is about to buy up 5% of the entire $ETH supply. Do you think this is bullish, or are they just hoarding chips? Bitmine's latest holdings have reached 6,016,400 ETH, which is about 4.9% of the total ETH supply, just one step away from the 5% target. Even more aggressively, they bought another 15,112 ETH last week, and currently about 5,067,000 ETH have been staked. My view is simple: This is no longer just a normal allocation; this is continuous chip locking. But brothers, don’t rush to catch the bag just because you see a whale buying coins. They are holding for years, while we endure a few price dips. So in the short term, I still watch the funds and price; in the long term, keep an eye on the trend of ETH chips becoming more concentrated. If Bitmine really crosses 5%, then it gets interesting: Is the institution seeing something ahead of time, or is the market creating a super whale?🐕 $DOGE ’Chips Are Holding Up Better Than Expected Bitwise has announced the liquidation of its Dogecoin ETF (BWOW), with October 14 set as the final trading day. $DOGE has also pulled back from around $0.105 to $0.096. Despite these negative developments, $DOGE market cap remains above the $15 billion threshold, currently around $15.017B. That may be the most important signal in this pullback. 📊 Why hasn’t selling pressure been heavier? BWOW is relatively small, with less than $1M in assetsThree institutions have been buying all week, yet the price hasn't moved at all. Many people see this and want to shout "accumulation, the time hasn't come," but I think we should first break down the numbers before saying anything. Bitmine added 15,112 ETH this week, which sounds impressive, but their total holdings are already 6.01 million ETH, of which 84% is staked. The staked portion is locked, neither buying nor selling, so its marginal impact on the market is basically zero. BTC is even more straightforward. Strategy added 334 BTC this week at an average price of 85,839; Strive added 2,000 BTC at an average price of 84,422. Together, that's only 2,334 BTC, which at current prices is less than $200 million—barely a ripple in BTC's daily trading volume. So my view is: it's not that the main players are holding back a big move; it's that this buying volume is simply not large enough. The price isn't moving because selling pressure is just being matched, not because someone is deliberately suppressing the price. The real key is that 84%—the circulating supply is indeed getting thinner and thinner due to locking. But for a thin market to take off, someone still needs to ignite the spark. ETF or retail investors? I really can't say for sure. What do you think? $BTC $ETH In a rush to pop the champagne. $BTC closed the weekend at 86532, the highest weekly close since the end of January. Sounds encouraging, right? But here's the catch—this year's opening price was 87570, and it has tested that level four times, only to be pushed back each time. 82500 is support, 86700 is resistance, and the area in between is a meat grinder. On-chain data is even more interesting: both buy and sell orders are clustered around 83700 and the year's opening price, liquidity is congested like a traffic jam. Simply put, neither bulls nor bears want to concede at this level. Until the Fed's September minutes come out next week, I lean toward $BTC continuing to grind. But remember one thing—if 82500 breaks, the next range down is the old 60k to 80k box, and that's no joke. As for $ETH, the situation is more subtle than the price suggests. Price is hovering around 2700, with strong resistance at 2770-2800 and recent support at 2640. But what really concerns me isn't the candlesticks—it's where the money is flowing. From September 21 to 25, $ETH ETFs still had a net inflow of 690 million. The following week? A net outflow of 138 million. On October 1, 55 million outflow; October 2, another 37 million outflow. Fidelity's FETH saw 74 million withdrawn in one week, a heavy hit. What about $BTC? It still had a net inflow of 241 million during the same period, for three consecutive weeks. Institutions are buying $BTC and selling $ETH. No need to translate that sentence again, right? Outside it's lively, but the crypto circle is quiet A quick glance at the three major stock markets: US stocks kept rallying last night, with the Nasdaq up 1.05% hitting a new closing high, the Dow up 0.18%, and the S&P up 0.66%. SpaceX surged 7.63% in one bullish candle, pushing Elon Musk's net worth back into the trillion-dollar club; Hong Kong stocks on 10/05 also recovered, with the Hang Seng closing at 24,040, up 0.28%, and the Hang Seng Tech up 0.62%. On the macro front, there's a big surprise: US nonfarm payrolls in September only added 29,000 jobs, far below the expected 90,000, causing the unemployment rate to climb to 4.2%. The October rate hike expectations were immediately "dead," with the next rate hike bet pushed to December and the probability dropped to less than 20%. Normally, this dovish stance should benefit risk assets, but the 10-year US Treasury yield remains stuck at 5.34% (the highest since 2002), and tensions in the Middle East with Iran persist, so this positive news is somewhat discounted. Back to the market: $BTC is currently priced at $85,528, down 0.63% in 24 hours, retreating from $87,250 on 10/02, with a sharper drop today—open interest (OI) saw a net outflow of $346 million in one day (from $843 million to $808 million), and the funding rate turned negative to -0.0025%, indicating longs are exiting while shorts are increasing positions, effectively cutting down the positions accumulated over the past five days. $ETH is more sluggish, with OI only returning $60.6 million, and the funding rate remains positive but weakening, typical of a follower that falls with the market but doesn't rise with it.TD Cowen Managing Director Lance Vitanza stated at the New York Bitcoin Treasuries Conference that institutional investors have moved past debating whether to hold Bitcoin and are now discussing how to hold it. He expects the price of Bitcoin to reach $132,000 by 2027. Vitanza pointed out that Bitcoin is evolving from a single asset into a capital market ecosystem encompassing common stock, preferred stock, bonds, and income-generating products. He analyzed how digital credit is evaluated, which Bitcoin treasury companies can survive a market downturn, and mentioned Strive, Metaplanet, and Nakamoto, emphasizing the importance of having actual operating businesses. He also discussed the potential impact of MSCI index exclusions on Bitcoin treasury companies, as well as blockchain monitoring, front-running behavior, and trust issues related to Bitcoin prices. He believes well-operated Bitcoin treasury companies may outperform Bitcoin itself #新手必看:这里有你需要的一切 #交易之声:你的经验值得被听到 $BTC Storing USDG can yield up to 10% annualized returns, and OKX has just launched a separate app for stablecoin savings and payments. This new app is called OKX Money and is now available in parts of Latin America, Africa, South Asia, and the Middle East. Users can top up with more than 50 local currencies, which will be converted into dollar stablecoins. They can hold, transfer, and spend USDG, USDC, or USDT, and the app also offers virtual and physical cards. Eligible USDG balances earn returns without staking or locking. (Information from Cointelegraph) A few details: 10% is the maximum rate, not everyone will get it. The yield tiers are linked to the 30-day average deposit, 30-day spending, or exchange VIP level, with different rates and eligibility by region; OKX has not yet disclosed which countries are included initially or the operating entity. My view: This targets regions with rapid local currency depreciation and inconvenient dollar exchange, packaging "holding dollars + spending dollars" into one app, which is easier for attracting new users than just competing on financial products. Not investment advice. With USDG offering up to 10% annualized, would you move some idle funds from your bank, or do you think the tier thresholds are too high to be worthwhile? $USDG +140.05%, $ADA perpetual short, 50x. 0.2749→0.2672. Shorts unleash explosive power, leverage turns volatility into gains. Don’t get stuck on short-term fluctuations, focus more on the overall rhythm: lock in floating profits first, leave the base position to the trend. Current status: profits as cushion, defense line built-in, base position follows the trend. Spectators, don’t just focus on the leverage multiple; the core is position size and timing. $BTC $ETH #本周美联储将公布9月会议纪要 Major launch signal: Zcash (ZEC) NU7 has officially activated on the testnet at height 4,465,026 This is not a rumor, but a landmark step in the privacy track: The testnet has successfully switched to NU7, next is full-process stress testing, bug fixing, and around October 20th the decision will be made whether to advance the mainnet and the specific height. Many people still don’t understand what this upgrade actually changes: - ✅ Tachyon speed-up: block time reduced from 75 seconds to 25 seconds, a direct 3x speed increase, Orchard throughput doubled, and privacy transaction confirmation time greatly shortened; ​ - ✅ Long-term sustainable network mechanism launched, introducing fee burning + ecosystem reserve pool, gradually improving the long-term narrative after four years of halving; ​ - ✅ Underlying groundwork laid for the ZSA privacy asset protocol, enabling future issuance of fully shielded stablecoins and RWAs on the Zcash chain, truly opening the imagination space for privacy DeFi; ​ - ✅ At the same time, difficulty algorithm optimized, attack surface reduced, and post-quantum security related components synchronized and in place.Focus on $ETH | Strategy: Short, sell first, then chat Today the focus is on $ETH, with a short direction. Short on the rebound at 2,715-2,728, stop loss at 2,742 (above the 10/05 high of 2,737.61 to leave some room), target T1 2,676 / T2 2,648, leverage capped at 3x. Why not go long: $ETH hit the 2,738 barrier twice in two days but couldn't break through. On 10/04 it touched 2,738.68 and pulled back, on 10/05 it touched 2,737.61 and pulled back again. The bulls dragged it to the city gate but dared not enter. Coupled with today's net open interest outflow of 60.6 million and the fee rate slashed from yesterday's 0.0066% to today's 0.0016%, the bulls' rent is effectively discounted by 70%, who would want to go against the wind? The current price is 2,697.73, about 40 points away from that thin resistance above. Instead of forcing the top, better wait for it to bounce up and then strike. A quick complaint: The bulls are trembling like a "bear shivering its fur"—the fur is shaking loudly, but the body hasn't moved forward even half a step. So let's not shake with it, "sidestep" and wait to strike when it bounces to the wall. Finally waited for the pullback! $ETH short position turned positive, a small profit of 3.81%, after enduring for so long, finally seeing a bit of hope. $ETH opened at an average price of 2701.99, price fell back near 2700, 100x full position short recovered some losses, the anxious heart eased a bit. But AAVE is still brutal here, 50x short position deeply trapped, price around 182, losses remain huge, the independently strong trend hasn't really followed the overall market down. The BTC market slightly pulled back, bullish strength weakened, finally no more mindless rallies. This ETH pullback is a breather for the bears, now half hopeful and half anxious, hoping for further decline to bring AAVE down as well. With high leverage positions, every second is tense, unsure if this pullback is a brief shakeout or the start of a real waterfall. #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