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$ZEC rises more aggressively than $BTC, not because the market cap is smaller.
A single bullish candle pulls it up, and short positions get liquidated again. Long-term holders might ask: what does this have to do with me?
What does this price level mean: when $BTC rises 5%, $ZEC can rise 20%. The multiple isn’t arbitrary; it’s built from short stop-losses. Every time the price moves up a notch, a batch of shorts is bought back by the system.
What will happen next: the bought-back orders push the price up another notch. The next batch of stop-losses is waiting there. The rapid rise happens because sellers get wiped out by their own stop-loss orders.
Long-term holders who don’t use leverage won’t get liquidated this round. Those getting liquidated are the ones who borrowed money and bet in the wrong direction. #DailyOrbit #BTC现货ETF重回流入，ETH资金持续流出
This set of data is very interesting now because it is not "money rushing back into Crypto across the board," but funds are clearly picking what to buy — preferring to buy BTC first and unwilling to chase ETH. As of the latest completed trading day on October 2, the US spot BTC ETF has disclosed a net inflow of about $31.7 million, with a tentative net inflow of about $82.9 million over the past 5 trading days; however, it must be specially noted that BlackRock IBIT's Friday data is still pending, so the $82.9 million is currently a provisional figure and cannot be considered the final complete weekly data. Meanwhile, the US spot ETH ETF has had a net outflow of about $118 million in the past week, completely opposite to BTC. Currently, the real-time price of BTC is about $85,000, having once surged to $87,100 on October 2 before falling back, indicating that although the ETF has money flowing in again, it is not yet strong enough to directly absorb the sell orders above. Therefore, what is most worth watching next is not simply "whether the ETF has inflows," but after the ETF reopens on Monday, whether the money coming into BTC will actually push the price up: if the ETF continues to buy and BTC rises back above $86,000–$87,500, that would be a true support; if the ETF continues to buy but BTC still cannot rise, it instead indicates that someone is using institutional buying to continuously sell, which calls for caution.Woke up,
but the expected scene didn't happen.
However, $PONS has once again hit a new low, dropping to around 0.41.
This level isn't really surprising; I was just hoping it would break below 0.40.
If 0.40 can't be broken, it actually indicates that the support and holding strength at this level is relatively strong.
No worries, just keep grinding slowly.
I want to see how long it can hold at this level and when this strength will be completely worn down.
My current view remains unchanged: $PONS is still bearish.
As for how low it will eventually go, I can't say for sure now. I'll hold my position and patiently wait for the market to give the answer.
Don't exit early for a small profit; real trends often require patience.
Currently, the unrealized profit on $PONS has reached 27,000U.
$ETH $ZEC $PONS
#US September nonfarm payrolls increased by only 29,000, unemployment rate rose to 4.2%
#BTC and ETH spot ETFs see simultaneous outflows, market funds cooling down
#US-Iran tensions continue, G7 to release up to 100 million barrels from strategic reserves$ETH &. $ETH
$ETH Faces Pressure as ETF Outflows Continue
ETH’s bearish setup is still in play as spot Ethereum ETFs have recorded four straight days of net outflows, totaling around $118M for the week. FETH has also seen daily selling
$2,650 remains the key support. If outflows slow or stop, ETH could hold this level. But continued redemptions could push ETH below support and trigger further downside
For now, rebounds before $2,650 look weak—patience may be key
#NvidiaRecordHigh This set of data is really interesting, BTC and ETH's capital flows have completely diverged
But I still stick to my previous prediction: 88000 and 3000, no problem.
Looking closely at this news, BTC ended its continuous outflow, with net inflows resuming for two consecutive days on October 1st and 2nd
This indicates that institutions, after a pause, have come back to support the bottom
The support below BTC is extremely solid, the current price 85092 is steadily pushing upward, with ETFs buying, 88000 is just a matter of time.
But ETH is a bit rough, with a net outflow of 135 million over 4 consecutive days
If it were before, I would have panicked, but today I actually feel quite happy watching the market
Why? Because although ETH ETFs are bleeding, the price hasn't collapsed, instead it slightly rose 0.75% to stand above 2700! What does this mean? It means all the selling pressure has been absorbed by off-exchange funds and spot retail investors, this is a typical chip rotation
Big money dumping to shake out chips, as long as it can be held, after the shakeout the rally will be even stronger, the 3000 milestone is definitely not a dream.
So the current strategy is very simple, don't get misled by these news of capital outflows
One, ignore short-term data interference, firmly hold the spot base position
Two, never heavily position contracts, don't chase highs, wait for a pullback to the 2650 to 2700 range to continue buying more
Three, weld the defense line tight, consider stop loss only if BTC falls below 83500 or ETH falls below 2600.
#BTC现货ETF重回流入，ETH资金持续流出 Why was BTC's recent pullback "gentle"?
In the past, Bitcoin was more like a sandcastle built by retail investors, miners, and crypto funds. When the tide rose, everyone made money; when it receded, everyone rushed to exit: profit-taking surged, new funds failed to catch up, and prices easily collapsed in a chain reaction, often dropping more than 70%.
After the 2024 launch of spot ETFs, the coastline changed. ETFs, asset management institutions, corporate treasuries, and mature market makers became new dikes. They no longer treat Bitcoin as just a short-term chip but include it in long-term allocations; funds enter through ETFs and custody, no longer trapped on exchanges; during pullbacks, they tend to rebalance in batches rather than liquidate emotionally; futures, options, and basis tools also shift risk away from the spot market.
Thus, sellers have not disappeared, but the layers and depth of buyers have increased. Selling pressure no longer easily turns into a one-sided stampede, and the downward slope has flattened. This round saw a deep pullback of 40%–60% first, rather than a waterfall crash of over 70%.
In short, it's not that there is no bear market, but the market now has several buffers.
$BTC $ETH
#BTC现货ETF重回流入，ETH资金持续流出 🟠 Bitcoin's BIP-110 signaling sits at ~2.64% as block 961,632 approaches on or around August 9.
Support has climbed from below 1% but major pools like Foundry, Antpool and ViaBTC have not moved.
🗞️ Bitcoin.com News🔥Breaking｜U.S. stock market switches to 23-hour trading in December, aiming to match crypto's around-the-clock trading!
$BTC $ETH $SOL
In the past, people said the crypto world was a fringe, unconventional path.
Now Wall Street proactively changes trading hours to align with the crypto model.
After more than a decade of failing to break into Wall Street, the other side finally adjusts the rules on their own.
U.S. stock and crypto trading hours now highly overlap, fully connecting cross-market capital.
Benefits: easier capital inflow and outflow.
Drawbacks: fewer independent crypto market moves, U.S. stock volatility transmits instantly, no place to hedge.
Being copied by Wall Street itself is a form of recognition.
⚠️ Industry news sharing, not investment advice.
👉 After U.S. stocks open for 23 hours, do you think Bitcoin will follow the stock market more closely?
#美联储与欧洲央行将公布9月会议纪要
#BTC现货ETF重回流入，ETH资金持续流出
#VanEck：比特币或继续扩大市场份额 Weekend review of the Ethereum market: Ethereum $ETH overall experienced a rise followed by a pullback this week, oscillating within a range and moving in tandem with Bitcoin $BTC. At the start of the week, bulls tried to push from around 2700 to about 2750 USD but were resisted by overhead trapped positions selling pressure. The market then corrected down to 2640, where buying support prevented a deep breakdown. Overall, the price formed a large box range oscillation between 2640 and 2750 USD.
Last week, the market continued to speculate on the Federal Reserve's rate cut expectations, causing ETF volatility. During the PCE and non-farm payroll data releases, prices surged then fell back, sweeping both longs and shorts, leaving neither side comfortable.
Resistance: 2740-2760. Several attempts to break this area last week were met with resistance and pullbacks, confirming significant pressure in this range.
Support: 2640-2650. The low points during last week's pullbacks were repeatedly tested with buying support, confirming many buyers willing to enter in this range.
If there is significant positive news next week, a volume breakout above 2770 will open a new upward space. Conversely, breaking below the 2640 support would indicate further downside retesting.
Going forward, closely watch Federal Reserve officials' speeches, as well as U.S. inflation, employment data, and Treasury yields, as these will further determine the direction of the crypto market. #美联储与欧洲央行将公布9月会议纪要 #BTC现货ETF重回流入，ETH资金持续流出 Yesterday on $SAND, I originally wanted to play a high-leverage short-term trade. At first, I maxed out 75x leverage with a position capped at $5,000. Later, it was adjusted down to 50x, then 40x, then 30x. I was busy for over 20 hours without sleep. Before going to bed, I forgot to close the position. The settlement fee is charged hourly there. When I woke up, I saw an unrealized loss of over $8,000 and paid about $1,000–$2,000 in fees.For beginners entering the crypto world for the first three months, the script is always the same. You can compare it and see how far you've gotten to it. Act One: Entry into the Market. A friend sends you a screenshot of your profits, and the group is discussing how much it has risen. You hesitate for a week, but finally open your first trade with money you didn't mind losing. Coincidentally, you make almost all the profits. Act Two: Confidence. You start to feel you've understood candlesticks, the market makers, and even the market. So you increase your position, use leverage, and set your stop-loss further and further. You call this a strategic view. The third act is called taking back. A big bearish candlestick crashes down, profits disappear, and your principal starts to shrink. Unwilling to accept it, you remember someone said to lower costs, so you buy more and more as prices fall. Act Four: Liquidation. When the notification pops up, you actually stay calm. Looking back at the first trade, the direction was clearly right, but the failure was every subsequent attempt of self-cleverness. I ran perpetual backtesting for two years, watched the survival of hundreds of strategies, and came to an unconventional conclusion: the market harvests is never ignorance. Beginners don't know they don't, so they hold light positions, move fast, and occasionally make money. What really causes big losses is after making a few trades and mistakenly thinking you know. When ignorant, you respect the market; when confident, you fight against it. And the market never debates with anyone; it only places trades. So this market has a very harsh pattern: beginners die from ignorance, veterans die from confidence. Tuition is never discounted, no make-up exams, and those who can't afford it leave immediately. My only advice for beginners is this: first assume you're wrong, then use your position to save yourself the chance to survive until the next episode $BTWhich chart should we focus on today?
🟠 $BTC: Watch the support around $85,000 and the breakout at $87,000.
🔵 $ETH: Pay close attention to whether $2,650 can hold and if it can retest $2,800.
🟣 $SOL: Keep an eye on the $115 support and $123 resistance.
🔥 Nonfarm payroll data came in below expectations, but BTC and ETH surged then pulled back, combined with outflows from spot ETFs, the market remains uncertain.
If you could only watch one chart today, which would you choose?$BNB Damn it! BNB's sell-off this round is really fierce, fluctuating around 788.5, clearly the big players are shaking out weak hands to dump their positions. 🔥
Looking at the chart, the buy support below is holding tight, volume has shrunk to almost nothing, even the main force throwing money at it can't trigger panic selling. This kind of grinding market really tests patience; those who can't hold on have already handed over their chips.
I'm planning to lightly buy around 788.5, with a stop loss at 775; if it breaks, I'll admit my mistake and exit. Don't go heavy, don't hold stubbornly, this level is just a game of strategy.
If you want to follow, check the lower market card for entry points, control your position size, and don't get emotional. After this shakeout, will it rally? What do you think? 💡
👇👇👇
This content is only my personal review and does not constitute investment advice. Control your position size and always use stop loss.In the next 3 to 7 days, I am bearish on $2Z. October marks the first-year unlock window originally disclosed, with potentially more sellable chips increasing, yet the price remains at the low level after the sharp drop. I am more worried that the rebound will encounter selling pressure and be pushed back down. I am more concerned about how much the supply will actually increase this time. According to the project's end-of-month circulation plan published on Upbit, there were about 3.47 billion tokens at the end of September and about 5.11 billion at the end of October, planning an increase of about 47%. This is the originally disclosed end-of-month arrangement, which may be adjusted and cannot be used to prove how many chips have flowed into exchanges or been sold today. But as restrictions are lifted, holders who originally could not sell can now choose to sell, requiring more buying support going forward. The price also does not give me confidence to bottom-fish. According to Binance UTC daily chart, on October 2, the price dropped about 18.8% from open to close; as of today at 16:05 Beijing time, 2Z/USDT is about 0.04585, still near the low of that down day. The drop is significant, but how cheap it is and how much selling pressure has been absorbed are two different things. The bullish side has a reason worth serious consideration: the unlock schedule was already public, so this round of decline may have already priced in the concerns, and it may not necessarily drop another round. I agree with this; you cannot assume it will keep falling just because of the unlock. However, the current rebound has not yet recovered the lost range, and I tend to think the selling pressure is still being digested, so short-term rebounds are easily pushed back down again. I will watch around 0.055 to 0.057 USDT, close to the low and closing price on October 1. If the price returns to this range and closes two consecutive UTC daily candles at 0.0 Weekend trading volume directly shrank by more than 60%, and with this small rebound of $BTC, I’m actually not too optimistic.
This morning when I opened OKX to check the market, my first impression was: the market suddenly became quiet.
The first chart shows that the 24-hour crypto market trading volume is about $464.7 billion, down more than 60% from the previous day. Weekend liquidity is naturally thinner, and combined with the divergence after the non-farm payroll data release.Weekend liquidity is naturally low, so even a slight selling pressure can create a dip. Shorting at this time is basically like picking up money.
On the macro side, there's no need to say much: non-farm payroll just passed, the rate hike meeting is coming at the end of the month, and US tech stocks are pulling back daily.
High-level stocks like SanDisk will keep falling endlessly once the overall environment worsens.
The passive buying from being included in the S&P 100 has long been exhausted. What is driving the price up now? Purely retail investors' faith?
For those wanting to short, you can still lightly try around 1717, set stop loss above 1800, target first 1650, and if it breaks, head down to 1550. $SNDK $ZEC ETH has rebounded, but institutions are still withdrawing. Is this rebound driven by new funds coming in, or are old shorts exiting?
This is the most important aspect of ETH to watch today.
ETH has returned to around $2680, with a slight increase over 24 hours; however, the US spot ETH ETF still saw a net outflow of about $17.3 million on October 2, totaling approximately $118 million outflow over the past five trading days.
In other words, the price is recovering, but ETF funds have not returned in sync.
More interestingly, ETH futures open interest has actually decreased by about $1 billion to $33.67 billion, with ETH liquidation volume in the past 24 hours only around $1.14 million, about 61% of which were short positions.
This indicates that the recent rebound is more likely driven by short covering and spot buying together, rather than a frenzy of leveraged long positions entering.
So the real contradiction for ETH now is:
The price wants to go up, but institutional funds have not fully returned.
On the upside, watch the $2770–$2800 range, which is currently a clear resistance zone.
On the downside, focus on around $2650; if broken, then observe $2600.
If ETF outflows begin to narrow and ETH climbs back above $2800, market attention may shift back to fund inflows.
Conversely, if the price continues to rebound but ETF outflows persist, this divergence will become increasingly concerning.
#BTC现货ETF重回流入，ETH资金持续流出 $ETH "Waiting for the minutes, also waiting for a breakthrough"
On the macro side, the Federal Reserve and the European Central Bank will release the September meeting minutes. Besent says the rise in U.S. Treasury yields aligns with the global trend, and risk appetite remains influenced. In the crypto space, BTC, ETH, and SOL continue to tug at each other, making chasing orders prone to reversals.
$BTC: After testing 85650, it lost ground and only found buyers near 83785. The rebound is capped below 84000. The 15-minute short moving average is turning up, and the MACD green bars are narrowing, which can only be considered a recovery. If 83850 holds, 84000 is possible; only a volume-driven attack can reach 84300/84500. If 83500 breaks, long positions should withdraw first, and 83350 is a level to watch for support.
$ETH: At 2697, it has reclaimed the three moving averages, with MA20 at 2689, showing a more proactive trend. 2700 is a key level; breaking it targets 2720 and 2740; if 2680 holds, the pullback is still considered a strong consolidation.
$SOL: Fluctuating around 118.5, with MA20 at 118.23, 119 is the switch. If 120 doesn't break, chasing longs is prone to pullbacks; losing 117.8 leads to testing 117 again.
Currently, ETH holds a slight advantage, but whether BTC can hold above 84000 still influences the entire market. The more it grinds, the more patience is needed—wait for confirmation, don't rush the run. #美联储与欧洲央行将公布9月会议纪要 #BTC现货ETF重回流入，ETH资金持续流出 #贝森特：美债收益率上升符合全球趋势 Hot Coin Data Ranking｜Last 15 Minutes
$RESOLV was biased towards selling in the first two segments, with buying and selling nearly balanced in the last segment: the entire segment had 25.4% active buying, the last segment was 49.8%, and the fifteen-minute price change was -0.67%. The seller's advantage did not continue until the end of the window, and the most recent segment showed no obvious one-sided transaction advantage.There are new developments in the US-Iran negotiations, but what the market should really focus on might not be the nuclear issue, but the Strait of Hormuz.
On October 4, the Iranian Foreign Ministry stated that Iran has responded to the US proposal. Iran believes the US proposal is similar to previous ones, still focusing on the nuclear issue, while Iran hopes to shift the negotiation focus to the Strait of Hormuz.
What does this mean?
If the two sides cannot resolve the issues related to the Strait of Hormuz through negotiations, energy transportation and geopolitical risk premiums may continue to exist.
The transmission path to the global market remains very clear:
Hormuz risk → crude oil transportation costs → oil prices → inflation expectations → US Treasury yields → rate cut expectations → risk assets → BTC.
So now, we cannot just watch whether the US and Iran are negotiating, but more importantly, whether the negotiations truly improve the transportation risks in the Strait of Hormuz.
If the two sides make substantial progress on issues like passage through the strait and energy transportation, oil prices and risk premiums may fall back, and BTC could instead gain liquidity support.
Conversely, if negotiations continue to stall, Hormuz risks will escalate, oil prices and US Treasury yields will rise simultaneously, and BTC must guard against risk assets coming under pressure again.
My judgment is that the key short-term variable for BTC is still not a single crypto positive, but whether oil prices and US Treasury yields can continue to decline.
Next, focus on three indicators: crude oil prices, US Treasury yields, and BTC capital flows.
Negotiation news can bring emotional fluctuations, but what truly determines the sustainability of the market trend is whether energy risks can decrease.Address 0xde8..d9524 has become the address with the highest unrealized profit on ETH positions on Hyperliquid, with an unrealized profit of $16.52 million. This address has gradually established long ETH positions since mid-August, currently holding about 30,300 ETH, valued at approximately $81.96 million, with an average entry price of $2134.45 and a return rate of 407.96%. Additionally, this address has placed a limit sell order at $4000, which is 49% higher than the current coin price.$PUMP Can you still chase this wave?
I think chasing above 0.0064 is just providing liquidity exit for those unlocking.
This recent rise is not because the fundamentals suddenly improved, but because of buybacks pushing it.
Pump.fun's fee revenue in the last 24 hours is about 2.4 million USD, with about half going into PUMP buybacks;
In the past two days, about 200 million tokens are burned daily, with single-day buyback amounts around 1.2 million USD.
So the buying pressure is real.
PUMP has also been pulled from 0.0037 to near 0.006 USD, with nearly a 30% increase in the last 7 days.
But the buybacks are real, and the unlocking is real too.
In mid-October, there will be another unlocking of about 40 million USD level, market tracking data shows about 9 billion PUMP tokens.
Moreover, the team's and early investors' first cliff has passed, and now continuous releases are happening.
Now some in the market are starting to question:
Why did KOLs suddenly turn collectively bullish, just as their own allocations begin to unlock?
Daily buybacks exceed 1 million USD, but monthly new supply is at tens of millions USD level.
This is not $HYPE
HYPE has a perpetual contract fee machine behind it; PUMP is more about sentiment + buybacks + Meme cycles.
My current strategy:
Do not chase above 0.0064, holders can reduce a bit first,
Wait to return near 0.0055, then try to open long positions in batches, stop loss at 0.0048;
Whether buybacks can continue to absorb the unlocking is the real lifeline for this PUMP wave.No way, is Elon Musk's group surging again tonight?
$TSLA is rising, and $SPCX is also going up.
At first glance, it looks like the market suddenly started collectively chasing Musk, but after a detailed breakdown by babala, although these two stocks share a common background for their rise, the real catalysts are not exactly the same.
Let's start with the common environment.
In the U.S., nonfarm payrolls increased by only 29,000 in September, and the unemployment rate rose to 4.2%. Market concerns about the Fed continuing to raise rates in the short term have clearly cooled, and the Nasdaq rose about 1.2% on Friday.
With easing interest rate pressure, high-valuation, high-volatility growth stocks like TSLA and SPCX naturally attract more capital attention.
For TSLA, the most direct catalyst is the better-than-expected Q3 delivery data.
In Q3, total deliveries were 486,532 vehicles, with production at 464,391 vehicles. Actual deliveries significantly exceeded previous market expectations. This data at least temporarily alleviates market worries about weakening demand, so TSLA closed up 4.65% on Friday, and the OKX contract price is still around 371.
However, deliveries exceeding production also mean some growth comes from inventory digestion. What will truly determine whether the trend can continue strengthening is the October 21 earnings report, especially the automotive gross margin, discount levels, and cash flow.
Price-wise, TSLA is looking at whether it can break through and hold 374–375 in the short term; only then will it have a chance to challenge 380–387 again. If it rallies but then falls back below 360, the gains from this delivery data are likely to turn into consolidation.
The logic behind SPCX's rise leans more toward "execution payoff."
SpaceX just completed three launches within 13 hours, including NASA's crewed mission, the Transporter rideshare mission, and a U.S. reconnaissance mission executed by the Falcon Heavy rocket.
The market isn't buying just one rocket launch but its increasingly stable high-frequency launches, rocket reusability, and commercial delivery capabilities. SPCX rose directly 7.35% on Friday, closing near 158.96, and tonight the contract is still trading around 159.
The most important level for SPCX now is 160.
If it can truly hold above 160, it indicates that capital is willing to continue assigning higher valuations to launch services, Starlink, and subsequent Starship progress; if it fails to break through for a long time, a short-term pullback to 154–155 is likely, with further support around 149–150.
So the reason both are rising together tonight is not just because they belong to Musk.
Macroscopically, it's the growth stock rebound brought by weak nonfarm payrolls; on the individual stock level, TSLA relies on delivery data, and SPCX on continuous launches and execution.
The sentiment is indeed strong, but both are now near short-term resistance. babala thinks that going forward, it's not just about "whether they will keep rising," but more about whether they can hold after breaking through.Midday Market Analysis🔥
Long-term U.S. Treasury yields hit new stage highs again, with the 10-year reaching a high of 5.34%. The policy side remains relatively calm, viewing this round of rate increases as a global common trend with no intention to intervene for now.
The weaker non-farm payrolls only caused a brief dip in yields, which quickly rebounded, indicating that the market currently focuses on long-term inflation and debt supply for pricing. Short-term data is unlikely to change the overall pattern. The high interest rate environment persists, directly raising the holding cost of non-interest-bearing assets, and BTC's short-term rebound continues to be suppressed.
Short-term market pressure exists, but the long-term logic is actually strengthened: the burden of U.S. debt interest continues to expand, debt risks accumulate, and fiat currency credit keeps weakening, which benefits BTC's hard asset narrative.
Personal suggestion: remain on the sidelines and avoid chasing the rally. BTC is oscillating repeatedly between 84,000 and 87,000. Wait for interest rates to cool down or stabilize before choosing an opportunity to participate. $BTC $ETH $ZEC #BTC现货ETF重回流入，ETH资金持续流出 #贝森特：美债收益率上升符合全球趋势 [Old Leek Observation] $PUMP Movement
$PUMP Today, a wallet that had been dormant for over a year repurchased 383 million PUMP tokens.
Worth approximately $2.4 million. At the same time, a newly created wallet withdrew 189 million PUMP tokens from an exchange, worth about $1.18 million.[Exchange Update | STG Merges into ZRO: Binance Halts Spot Trading the Day After Tomorrow, Bitget Follows on the 8th]
Cross-chain project Stargate (STG) merges into LayerZero (ZRO). Media cites Binance: swap rate 1 STG = 0.08634 ZRO; at 11:00 on October 6 Beijing time, STG/USDT spot trading will be suspended and delisted; from 11:30, deposits and withdrawals of old STG will be paused; small conversions will be removed at 10:00 tomorrow. Bitget: STG/USDT will be delisted and withdrawals suspended at 10:00 on October 8; Earn tokens will be delisted at 11:00 on October 7, with the same ratio.
Important: This marks the cutoff for holding and deposits/withdrawals, not a simple negative delisting. Those still holding STG should watch each platform’s schedule; imitation sites offering "exchange services" only recognize the official website.
On the same day: Binance futures will liquidate and delist PROMPTUSDT and two other pairs at 17:00 tomorrow; Bitget PoolX locks ETH with 200,000 USDT, opening at 15:00 on October 5.
Market: Coinbase spot BTC is about $85,100 (around 16:22 Beijing time). ZRO on OKX is about 2.00 USDT.
Opinion: Check your positions and deposits/withdrawals according to the official calendar. This does not constitute investment advice.Just now, 228 million CRO from the Cronos community pool were completely burned.
Cronos Network (ChainCatcher/Odaily/Shenchao): Two tokenomics proposals have been approved by community vote; 228 million CRO from the community pool have been burned, with a total of 428 million CRO burned; 100% of the revenue generated by Cronos Ult and Cronos Launch will be used for open market buybacks of CRO and monthly burns, with hashes publicly disclosed; staking rewards will still be funded by the strategic reserve. At the time of writing, OKX CRO is about 0.068. Burn ≠ price direction, buyback scale fluctuates with revenue. Not investment advice.🔥The faster the rise, the more you need to ask who is taking over
$HYPE , $SUI , and $WLD all collectively rebounded today. The market looks hot, but the fundamentals are weak.
WLD rose nearly 8% in a single day, just a rebound from overselling not breaking out of the weak range; SUI has risen over 60% in a month with heavy trapped positions above creating huge selling pressure on the way up.
Key levels:
HYPE faces strong resistance at 91.3 and 94; SUI needs to hold above 1.20.
#DailyOrbit $BTC It seems that everyone is placing a lot of importance on whether spot ETFs are flowing in or out right now. They get excited when they see net inflows and dare to bottom-fish, but get scared when they see net outflows and immediately sell! In fact, spot ETFs don't have that much impact on the market. Sometimes the ETF shows a net outflow for the day, but it flowed out in the morning and flowed in at night, just with less inflow than outflow. Although it's a net outflow, the impact on the next day's market is positive. So looking only at the ETF's daily fund flow doesn't show the full picture. Also, a few years ago when there were no spot ETFs, $BTC still had a long bull run, right? I think spot ETF fund inflows and outflows can only be used as a reference and shouldn't be treated as a universal key!Is $ZEC still considered the leader among privacy coins? We need to distinguish between two dimensions
Many people are confused about who leads the privacy sector. The core point is: by market capitalization and the current bull market narrative, ZEC is the market leader; by native privacy capability, XMR is the technical leader.
In this bull market, ZEC's market cap has significantly surpassed XMR's, with over 60% of the privacy sector's funds concentrated in ZEC. Expectations for Grayscale ETF approval and the conclusion of the SEC investigation have made institutional funds willing to enter. Its liquidity and market momentum overwhelmingly outperform other coins in the sector, making it the core target of this privacy narrative and the undisputed leader in terms of capital.
However, its shortcoming is clear: ZEC's privacy is optional and not enabled by default; transactions are transparent unless shielded. In contrast, XMR enforces privacy on every transaction by default, offering stronger pure anonymity, and the hardcore privacy community still recognizes XMR.
From a market perspective, after a surge, it is now consolidating at a high level with volatile short-term fluctuations. The biggest risk remains regulation; privacy coins have always been a regulatory focus, and any negative policy could cause a severe pullback.
In terms of trading, if you believe in the privacy narrative, you can hold a base position to speculate, but it is absolutely not suitable to heavily buy at high levels. Make sure to set stop-loss and take-profit points. 大空军伯里（Michael Burry） 9 月 28 号和10月1号两篇报告我看了 毕竟，做交易 是为挣钱的，不是单独为了看多看多的 兼听则明，偏暗则阴
我总结一下 他再赌2027年前有一次很深很快的下跌 股票空头全平了。$MU $NBIS $CAT $SOXX $CRWV $NVDA $PLTR，换成认沽。新开了 $MET 的多年期 put，行权价在 70 一带。CoreWeave 平了，put 还没买到他觉得便宜的价格。 多头那边，63 附近加了 Sprouts，12 出头加了 QXO。 他说时间表提前了。原先基准是 2028，现在觉得未来一年就会破。理由是周末研究，加上 Ares 那篇秋季信贷。VIX 低，put 相对不贵，所以用期权加杠杆。 这个动作本身我能理解。 股票空头在这种行情里是无限亏。美光他一边空一边看着冲向 1000。换成 put，亏法至少有底。税损收割他也自己说了， 但结构和时间表，是两回事。 结构这边，我觉得他借 Ares 说的那些，大方向是对的。而且不是他一个人在讲。 五大云厂商已经签、还没起租的数据中心租约，大概 6620 亿。未来承诺接近 1 万亿。Weekend liquidity is really poor
I originally thought ZEC1300 could hold steady, but the first order was placed too hastily
Then I placed a second order, pulled the average price down, and successfully made a profit!
Because the leverage was a bit high, I exited all positions. Wishing everyone wealth 🫡 $BTC BTC this month (October), don't be blinded by the slogan "Uptober (October rally)". It now looks more like a buildup before a breakout—there's a selling wall at $85K overhead and a lifeline at $82K below. October will most likely see a tug-of-war within this range, with the real turning point depending on the Fed at the end of the month. The current price is $84,800, which has retraced somewhat from the September high. The Q3 surge of +43% was too rapid and needs to be digested.
First, let's talk about the pressure overhead. There are many sell orders around $85,000, and above that, between $84K–86.5K lies a dense trapped position area of 1.39 million BTC, which can't be broken through with just one bullish candle. Recently, ETF buying power has cooled down; on 10/2, net inflows were only $31.7 million, and on 9/30, there was even a net outflow of 1,780 BTC. More subtly, leverage signals are conflicting: retail perpetual contract funding rates have surged from 3% to 10%, showing strong long sentiment, but institutional CME futures positions are actually decreasing—this divergence often means a short-term shakeout is still needed.
But the mid-term foundation remains intact. Spot ETF cumulative net inflows have reached $58.1 billion, with total assets of $111 billion; core PCE dropped to 3.0% in August (below expectations), and the market is pricing a 74% chance of a pause in rate hikes at the October FOMC; Citibank just raised its 12-month target from $82,000 to $113,000.I am the mid-term intelligence guy.
This week's highlight: The Federal Reserve and the European Central Bank will successively release the minutes of their September meetings.
Federal Reserve side: The market has priced in rate cuts; the key focus of the minutes is on the "subsequent pace"—whether it will be continuous easing or a wait-and-see approach. A dovish tilt → risk assets continue to live, $BTC /$ETH catch up; a hawkish tilt → expectations pull back, crypto follows US stocks AI is no longer the undisputed "AI symbol" in the crypto space; its ceiling has been discounted.
As long as companies like Nvidia, OpenAI, and the public continue to use "AI," this impact will gradually fade;
If the giants also start calling it SI, the consensus will truly be shaken.
Currently, Musk still calls AI "AI" on X, but calls it SI when meeting Trump offline.
Next, watch the earnings reports of giants like Nvidia to see how they refer to AI.
Then there is the SI 60-day legislative periA 50x $BTC long shows +265K USDT (~110% ROI), but with liquidation at 77,697, one sharp drop could wipe out the gains fast. ⚠️
Realized P&L is still -18K USDT. A small 7x SKHY long remains a cautious test.
Leverage can boost returns, but risk management and survival come first.
$BTC $ETH $ZEC
#FedECBMeetingMinutes #BTCETHETFFlowsDiverge$PUMP short opened at 0.00639 after the token surged from 0.0037. 📉
Price is struggling near 0.0064, with 0.00648 acting as the key level. Break above it and I’m out; rejection could trigger a deeper pullback.
$SAND short from 0.0749 is still open.
No chasing. Just waiting for weakness. 🐻
#FedECBMeetingMinutes #BTCETHETFFlowsDiverge #BessentTreasuryYieldsTherefore, Robinhood expanding stock token issuance is the core driver of AI.
Secondly, there is the leading effect and the Long platform.
Funds concentrate on the leaders, and the Long platform's fee recycling and burning are bonuses, not fundamentals.
Will Trump's renaming to SI have a lasting impact?
It will have an impact, but it targets the "symbol premium of the word AI," not the essence of AI. The $STRK direction seems consistent, but the volume contraction shows no clear stance
$STRK is up 27.98% in the last 24 hours, currently priced at 0.05493. Both the 1-hour and 4-hour structures are relatively strong, yet the current trading volume is only 0.49 times the average volume of the previous 20 bars. The direction is consistent, but participation hasn't kept up, which is exactly the most debatable point right now.
Position is more honest than adjectives. The current price is about 22.01% above the 1-hour support at 0.04284 and about 3.19% below the resistance at 0.05668. Putting these two distances together helps to see which side requires more evidence. Looking only at the price change can easily mistake the space already traveled as if it hasn't started yet.
Volume does not endorse the trend: the current 1-hour trading volume is only 0.49 times the average volume of the previous 20 bars. Low volume can also move prices quickly, but sustainability must be proven by the next phase of the market. A single touch or a long candlestick is not enough to draw conclusions.
It’s easier to understand this phase of the market as an equipment acceptance test: running without load doesn’t count as completion; stability under boundary conditions gives weight to conclusions. Let the key levels provide results first, then discussing direction will be more honest. Do you think consistent direction is more important, or that the volume contraction will cause this move to quickly lose momentum? The market is volatile; the above is only market observation and does not constitute investment advice. This is from Coin Circle Bull.$PONS I was feeling so-so today, but opening my account made me feel better. While everyone else was still watching, I noticed clear resistance above; every time it surged up, it fell short, signaling a short position strategy. Don't rush to switch to long.
PONS entry at 0.5583, current price 0.4213, +491.13% gives the answer, this profit feels good.
First take off 80%, keep the remaining 20% at cost price for protection. Don't panic on the rebound; the cost price is the support level. Pocket the big portion first, don't be greedy for the last bit.
Panic comes from lack of planning, losses come from overthinking. Don't let profits inflate your ego, don't despair over pullbacks.
If you miss this wave, don't chase it; wait for the next signal to act, there will be more opportunities.
$ADA $ETH First, let's present the opposing view: Even if $QNT's direction is correct, the current position may cause followers to incur higher costs.
The current price is 260.97, about 5.48% away from the 1-hour support at 246.68, and about 6.66% away from the resistance at 278.34. The space is not determined by sentiment; ultimately, it depends on which of these two boundaries is effectively broken first.
Don't rush to define the direction for $QNT yet. The 1-hour and 4-hour charts are still conflicting, making it easiest at this time to mistake a rebound for a reversal.
The 1-hour chart is slightly weak with an RSI of 56, while the 4-hour chart is slightly strong with an RSI of 54. Short-term sentiment and the larger cycle structure are not aligned. Positions like this are most prone to mistaking a rebound for a reversal or confusing a gear shift for a peak.
My observation line is clear: Only by standing back above and holding 278.34 can the short-term initiative be considered regained; if it breaks below 246.68, attention should shift to the 4-hour support at 223.51. If pressure continues above, the 4-hour resistance at 320.94 is temporarily just a distant reference, not a preset target.
I don't only share when my judgments are correct. How the price chooses between 278.34 and 246.68 next will be publicly reviewed in the next round.
If you could only choose one timeframe to make a judgment, would you choose 1 hour or 4 hours?
The market is volatile; the above is only a market observation and does not constitute investment advice. This is from Crypto Bull.My bottom-fishing advice for $AI:
First, look at the fundamentals. The most fundamental aspect of this project is the dividend from tokenizing stocks on the blockchain.
AI is tied to Nvidia, with the main pool being NVDA. The more Nvidia on-chain, the deeper the AI pool, and the larger the market cap it can support.~$100,660,000 value of $ETH left spot ETFs this week.
> Monday: +$17.10M
> Tuesday: -$2.81M
> Wednesday: -$59.58M
> Thursday: -$55.37M
Last week, ETFs were green every day and attracted $690M. This week has completely reversed.
Total assets currently reach $17.71B.Big BTC and second BTC~ have started "playing dead" and accumulating momentum again.
$BTC 84600, $ETH 2678, the 15-minute chart looks like a desert, the market is on pause.
Lack of volume is the biggest embarrassment right now. The buy and sell orders are sparse, even small orders can cause long wicks. BTC ETF funds have just started flowing back in, but the strength is far from explosive; ETH, on the other hand, has seen continuous outflows, and the forced support feeling is becoming more obvious.
$SOL is still the follower, it rises when the big brother rises, but falls even harder when the big brother falls, grinding sideways until it’s too lazy to even fluctuate.
The hardest thing now is not the drop, but the grind.
Only I am still silently holding positions. A word of advice: when the market lacks volume, don’t force guessing the direction. Staying out of the market is not admitting defeat; being able to hold steady without making rash moves is a trading skill itself.
#BTC现货ETF重回流入，ETH资金持续流出 #BTC现货ETF重回流入，ETH资金持续流出 #美联储与欧洲央行将公布9月会议纪要 $PUMP short position opened directly! Many people might be wondering, with shorts currently showing a paper loss of over 6 million, how do they still dare to keep shorting? Many only focus on the shorts' unrealized losses, ignoring the hidden risks behind. Over 80% of longs in the market have already made profits, with total unrealized gains of 11.92 million, and the long positions are twice the size of the shorts. The incremental buying power that can enter the market is basically exhausted, a large number of profit-taking positions are waiting to be realized, and selling pressure hangs overhead. Will there be funds to push the price up later? Afraid of further rallies? Honestly, yes. But even more unwilling to rush in at the high point where the vast majority are profiting and become the bag holder. This short position has already been entered; whether it is right or wrong will be tested by the market in the coming days.$FIL: Halving countdown, don't mistake a bull trap for a reversal
Over the weekend, $FIL suddenly surged, pushing the price close to 1.08, peaking at 1.077, but then failed to hold and the market weakened again. Many are shouting "the big move is coming," but the closer the halving gets, the more cautious you should be about emotions being prematurely exhausted.
With just about ten days left until the halving, if expectations have already been priced in, the actual event could become a starting point for selling pressure. The key support level now is 0.95: if it holds, there is still room for consolidation; if it gets pierced, a slow downtrend will likely begin, making it much tougher for bulls than now.
At this point, shorting with the trend seems like a money-making opportunity, but beware of sudden sharp rebounds. The real danger is not that the price hasn't risen, but that everyone assumes it will continue to rise. The market must break to establish a new direction. The selling pressure after the halving might be heavier than expected.
This is just my personal review and does not constitute investment advice. #美联储与欧洲央行将公布9月会议纪要 #BTC现货ETF重回流入，ETH资金持续流出 The fastest rising often has the emptiest base.
Today $HYPE, $SUI, and $WLD all surged together, the market is very hot, but looking closer, the support is not solid. WLD rose nearly 8% intraday, more like a rebound after a deep drop, not like new funds are continuously buying. SUI has surged over 60% in a month, with all the chips above waiting to break even; the higher it goes, the heavier the selling pressure. HYPE is active around 91.3, but since it hasn't broken 94, it is still testing under previous high resistance.
Watch three key levels:
HYPE must break through 94, which was the starting point of the previous plunge; if it can't get past, it remains a ceiling.
SUI needs to hold above 1.20, otherwise the rally is likely a false breakout.
WLD must hold 0.51 as a floor and not easily fall back below it.
None of the three have crossed these lines, so this can only be called a recovery, not a trend. The difference between a rebound and a reversal is whether the breakout can be maintained.
The capital side is also uncooperative. BTC and ETH spot ETFs are both seeing net outflows, and market heat is cooling. In this environment, expecting altcoins to strengthen independently has a low success rate.
On the news front, the SEC plans to relax institutional self-custody and the ADAPT tax bill, but these are long-term preparations and won't save short-term sentiment. Don't take long-term narratives as reasons to chase highs today. The real signal is breaking resistance with volume, not momentary excitement on the intraday chart. #美联储与欧洲央行将公布9月会议纪要 #BTC现货ETF重回流入，ETH资金持续流出 #贝森特：美债收益率上升符合全球趋势 15 days left until CME launches $BCH futures.
On the announcement day, BCH surged over 25% to $338; now at 317.9, about 6% lower than then. It was hit down to 296.3 in the early morning, then climbed back up steadily.
The money bought in advance on expectations has already gone through a round; next, it depends on whether there will be real institutional transactions to take over after the launch on the 19th. The launch itself is still awaiting regulatory review. The range these two days Do you know how far the US government shutdown has gone? The SEC has directly entered a funding interruption, employees aren't getting paid, so who is going to review your ETF applications?
Over ninety crypto ETF applications are lined up and all frozen. Litecoin, SOL, XRP are all waiting in line. It's not a rejection, nor an approval, just four words: nobody is processing them.
My first reaction when I saw this was not panic, but laughter. The coin issuers are anxious, the market makers are anxious, but the SEC is not—they've stopped working and are on holiday. What are the holders hoping for? Hoping for a confirmation in October, but the SEC isn't even in the office.
Ethereum is at 2704 today, moving only a few tenths of a percent all day, and no one is willing to make a move. This market is like this: the news is loud, but the price couldn't care less. $ETH What a mess, getting stuck even though there's no market action on the weekend!
On weekends, the market has little liquidity and basically no price movement.
I originally planned to open a small position, take a quick profit, and leave, but who knew I’d get stuck right after opening it.
Although I’m not worried about liquidation, it’s still very frustrating!
Right now, there’s no strong new catalyst in the market.
There’s no continuous institutional buying relay; instead, retail traders, leverage, and stop-loss orders are battling it out.
At times like this, once the price moves down, stop-losses, liquidations, and active selling can easily cause self-inflicted damage.
So, I think taking a short position for a quick trade is reasonable.
Overall,
I believe $BTC will still oscillate between 83,000 and 87,000, so short on rallies and long on dips works fine. #美联储与欧洲央行将公布9月会议纪要