Orbit Post Sitemap

Core DAO's business on the London Stock Exchange (LSE) The truth about $CORE The token itself is not listed on the London Stock Exchange. The listed product is the BTC staking ETP product (1VBS) from third-party issuer Valour (a subsidiary of DeFi Technologies), with underlying staking technology supported by Core. Many community promotions simplify it as "Core debuting on the London Stock Exchange," which is promotional tactics and not CORE token trading. Product: 1Valour Bitcoin Physical Staking (1VBS) 1. What it is: ETP (exchange-traded product, similar to an ETF), publicly traded on the London Stock Exchange, regulated by the UK FCA, with physical Bitcoin as the underlying asset, and Bitcoin entering the Core network for non-custodial staking to generate yields. 2. Business Logic - Valour holds real BTC, with institutions cold storage and custody; - Entrust BTC to Core network validators for staking to generate staking rewards (nominal annualized rate of about 1.4%); - Staking rewards are included in the product's net asset value; investors buying this LME stock indirectly receive "BTC price appreciation + staking rewards"; - Opened to professional investors in September 2025; Obtained FCA license in January 2026, opening trading to ordinary UK retail investors. 3. Core plays a role here: underlying technology service provider - providing Satoshi-P#霍尔木兹船只再遇袭,地区会谈推迟 Saudi Arabia shuts down this east-west pipeline, which is more dangerous than the Strait of Hormuz being blocked — this is Saudi Arabia's only backup route bypassing the strait. Without this buffer, oil prices have no barrier between 100 and 120. What exactly happened? On September 13, an Iranian cargo ship near Qeshm Island in the Strait of Hormuz was attacked by an unidentified projectile, resulting in 1 death and 4 injuries. On the same day, the UK Maritime Trade Operations office reported that another ship caught fire while passing through the strait, and the crew evacuated urgently. Iran accused the "American terrorist enemy" of launching the attack, and when Trump was asked about it, he responded, "I don't want to say." Diplomatic silence. The Iran-Gulf countries foreign ministers' meeting originally scheduled for Monday in Salalah, Oman, was postponed indefinitely, citing "to reach consensus." Bahrain had earlier announced it would refuse to attend due to Iran's participation. This meeting was originally planned to announce the agreement reached between Iran and Oman on the Strait of Hormuz route. Oil prices responded with a jump. WTI crude rose more than 3% intraday to $102.43 per barrel, Brent at $107.3 per barrel. Both oil lifelines are facing problems simultaneously, coupled with frozen diplomatic channels, the market is repricing "how long the supply disruption will last."SKHYNIX's pin at 1438 was smashed down to 1233 on Monday, and this morning it bounced back from 1254. On the 9th, it touched 1438. On the 14th, the lowest was 1233, closing at 1257. Today it opened at 1256, with a high of 1279, a low of 1254, and the current price is about 1269. The volume ratio is smaller than yesterday. The range 1279-1387 above has become the immediate resistance. If 1254 below breaks again, it is easy to first see 1233. In the short term, first watch if 1269 can hold. If it can't hold, treat it as a high-level consolidation and don't chase at this price now. For those already holding, watch if 1254 can support; if it can't, reduce your position a bit. $SKHYNIX I just saw this $ZEC whale position, and my first reaction was: this guy is not afraid of a price increase at all‼️ 3x full position short on $ZEC, directly pressing 6972.6 coins, with a position value of about 8.04 million USD. Currently floating a loss of 98,700 USD, looks scary? Actually, for this whale, this floating loss is nothing. Because its liquidation price is actually at 16,733.31 USD! The opening price is only 1,139.06 USD, which means $ZEC has to surge crazily to an extremely exaggerated price for this position to truly approach danger. So this is not the usual kind of person who: "Panics at a 5% rise, adds margin at 10%, and screams for help at 20%." This guy is like: $ZEC, you can rise all you want, I’ll play along first. 2.68 million USD margin, 8.04 million USD position, floating loss less than 100,000 USD, still holding steady. The funniest part is, ordinary people start studying stop-loss when $ZEC rises a bit. Whales see a rise: "Oh? It can still go up? Keep going." $BTC, $ETH, $SOL, $XRP, these big brothers have to step aside. The truly scary thing about this position is not that it’s about to liquidate, but rather: It’s still far from liquidation. This is fundamentally a different game between whales and ordinary people. Ordinary people fear volatility, whales use millions of dollars to wait for volatility.Oil price at $107. CPI 3.4%. September rate hike expectations once surged above 92%. According to the script: Oil rises → inflation → rate hike → dollar rises → BTC crashes. But here’s the problem. BTC didn’t crash! It held firm around 77,000. Weekly drop less than 3%. No stampede. No panic. Not even a decent capitulation. Why? Because the market is currently trading on "rate hike expectations," not "liquidity has already been drained." The real killer move is still ahead: Rate hike implemented → real interest rates rise → financing costs soar → liquidity contracts → risk asset valuations get heavily cut. This is the real test for BTC. And don’t forget: ETFs have been continuously attracting funds. Institutional allocation is still there. But from 9/8 to 9/11, there was a net outflow of $463 million. Institutions haven’t fled. They’re just reducing positions in advance. So tonight, don’t rush to bottom-fish, and don’t blindly go all-in on shorts. What really matters is the 72 hours after the FOMC announcement. Holding 75,000: Institutional floor remains. Breaking below 75,000: Then don’t be stubborn. BTC isn’t immune to falling. It’s just that before liquidity truly tightens, it’s not yet time for it to drop. Tonight, it’s not about guessing up or down. It’s about seeing who breaks first. $BTC $ETH $ZEC #本周FOMC揭晓,加息能否落地? Why is your stop loss always triggered, only for the price to immediately rebound? Every day, traders are puzzled: "My stop loss just got hit, and the price immediately pulls back. Is the market maker specifically targeting my position?" To be honest, your position size—just a few hundred thousand U—is not significant enough for the main players to specifically target. Most of the time, stop losses get triggered because their placement is too obvious. Below previous lows, just under round number levels, below moving averages—these are the spots where the vast majority of traders cluster their stop losses. Before pushing the price up, the main players will slightly push it down to trigger all these obvious stop losses, clearing out floating positions, which reduces resistance for the subsequent rally. What feels like being targeted is essentially just you crowding the same stop loss level as many retail traders. How to set stop losses: 1. Avoid crowded areas Don’t place stop losses right at key support levels. Leave a reasonable buffer below support. You can adjust stop loss distance based on market volatility. 2. Use time-based stop losses effectively After entering a trade, if the market doesn’t move as you expected for a period, exit proactively. Don’t stubbornly wait for the price to hit your stop loss level. A market that fails to show the expected movement is itself a signal to exit. For long-term trading success, don’t place stop losses in obvious spots. Hide your stop loss placement more cleverly to survive longer in the market. 📌The ETH rollercoaster market is really tough for ordinary people to handle, after touching 2615 it directly dropped back to 2502. Yesterday it opened at 2491, peaked at 2535, bottomed at 2465, closed at 2509, with a volume of 283 million. Today it opened at 2509, peaked at 2615, bottomed at 2496, current price is about 2502. Volume is 195 million, shrinking again compared to yesterday. The resistance above is still between 2535–2615, and going higher to 2667 is even heavier. On the downside, watch 2496 first, if it breaks easily then look at 2465. Don't chase 2615 in the short term. For those already holding, watch if 2496 can hold; if it can't, reduce your position a bit. With volume shrinking, consider the 2667 spike as still digesting, wait for the European and American sessions to see if it can stand above 2509 again. $ETH This SPCX 155-level resistance, on Monday's open it first dropped to 146, closed at 148, pressure remains. On the 8th it touched 155. On the 11th it closed at 151.2. Yesterday it opened at 147.3, the highest was 152.6 but didn't break through, the lowest was 146.0, closed at 148.2. After hours around 148.6. US stocks haven't opened yet. The 152.6-155 range above has become immediate resistance. If 146 below breaks again today, it’s easy to see 144.9 first. In the short term, watch if 148 can hold. If it can’t hold, treat it as a pullback after a rally, don’t chase at this price now. For those already holding, watch if 146 can support; if it can’t, reduce some positions. Wait for the US market to open and then take another look. $SPCX Before the interest rate decision, the market looks more like probing rather than a trend. BTC surged then pulled back, altcoins temporarily holding, strength unchanged: BTC is the weakest, privacy coins the strongest. $BTC: Resistance at 82,000, retreating to the 76,000–79,000 range, with 78,400 as the midpoint. Overhead resistance at 78,800–80,000, support at 76,500 and 75,000. Volume around 490 million U remains the largest, but direction is locked by macro factors. FOMC tonight through tomorrow, 25bp rate hike probability 85–90%, 10-year US Treasury near 5%. Until broken, better to sell high and buy low than chase longs. $ETH: Stronger than BTC, holding around 2,500, with 2,550–2,580 as the threshold. If BTC does not break 76,500, ETH can adjust its ratio; if it loses the midpoint, 2,500 becomes the long-short pivot. $ZEC: Sentiment leader pulling back, from 1,173 to 1,165, closing with gains from +3% to +2.3%. Support zone at 1,100–1,120, profit-taking zone at 1,200. High leverage and volatility, leading the rise but not advisable to chase, safer to buy on dips. This week also includes the Federal Reserve decision and Senate CLARITY procedural vote. Macro is tight, don’t mistake altcoins’ resistance to decline as a main uptrend. Watch the range boundaries, keep half your position for volatility.I completely don't understand where the momentum for last night's $BTC rebound against the US stock market came from. There has been no substantial progress in pushing the "Clarity Act," and even now, the new Republican text plus Trump's compromise only increases the probability. However, today's 60-vote threshold is still not easy. If Trump approves the ethics clause before the Senate recess, the success rate now would actually be much higher. It seems the buying momentum now comes from betting on today's vote? Anyway, it's a 50% chance, and many people are still willing to take a gamble? The motion vote time is 2:15 AM Beijing time on September 16. Before the final motion vote, #CLARITY投票前分歧未解 #BTC现货ETF三日流出近4.5亿美元 Tomorrow, let's also check whether BTC ETF data shows net inflows, to see if the current rise is supported by data.$BTC in 24 hours +0.09% versus BTC +0.09% — difference +0.00 p.p. With a position of 14% within the daily range, the question is simple: is this real relative strength or is the movement already fading? 📌BTC surged to 79,600 today but then pulled back, so the short positions won a bit this time. Yesterday it opened at 77,132, reached a high of 78,704, a low of 76,395, and closed at 78,576, with a volume of 391 million. Today it opened at 78,576, hit a high of 79,600, a low of 77,700, and the current price is about 77,750. Volume is 230 million, shrinking compared to yesterday's 391 million. The range 78,704–79,600 above remains resistance, and 79,896 is an even heavier barrier. Below, watch 77,700 first; if it breaks, 76,395 is likely next. Don't chase 79,600 in the short term. For those already holding, watch if 77,700 can hold as support; if not, reduce positions a bit. With volume shrinking, treat the 79,896 spike as still digesting, and wait for the European and American sessions to see if it can reclaim 78,576. $BTC Intraday optimism fades: The probability of CLARITY becoming law this year on Polymarket has dropped from over about 30% in the early session to around 18%, and Bitcoin has also retraced from the intraday high of about $79,586 to below $78,000. Don't forget, the cloture at about 14:15 Eastern Time today is just a procedural opening vote requiring 60 votes, not the final review; the FOMC meeting is tomorrow. The early session leading narrative still holds, but the odds decline indicates the market is repricing "whether it can pass." In the short term, don't mistake the rebound for a passing vote. #CLARITY投票前分歧未解 #本周FOMC揭晓,加息能否落地? $BTC $ETH $XRP The profit margin is thin, but it grew on its own; I didn't touch it. When I opened the market this morning, $PONS was grinding at the bottom but not breaking the level, with buyers below. I placed a long order around 0.5933 and didn't manage it much. Now it has reached 0.6288, +120%, this gain feels good. The premise of compound interest is staying alive; shortcuts to getting rich often lead to zero. First, take profit on 70%, put protection on the remaining 30% at the cost price, let the profits run if it continues to rise, and don't let gains become uncomfortable if it falls back. The money earned is the realization of your understanding; the money lost is the flaw in your understanding. Friends who haven't entered the market yet, don't rush; chasing highs easily leaves you stuck at the peak. Wait for the next signal before moving. $ZEC $XRP Brothers, SNDK has fallen below 1566, and Kioxia's cold splash hasn't dried yet. $SNDK $1,566 SanDisk retraced from Wednesday's high of $1,807 to around $1,566, a drop of over 13%. It closed Tuesday at $1,551.99, with an intraday low of $1,505. The market is still digesting Kioxia CEO Hiroo Ota's statement that "memory prices have risen enough." Kioxia has asked its sales team to stop significantly raising prices for data center customers, becoming the first major player to actively "hit the brakes" in this NAND price hike cycle. Kioxia hits the brakes, SNDK retraces 13% in a week But one data point is worth a closer look: Q4 revenue was $8.965 billion, with two-thirds of the growth coming from price increases and only one-third from shipment volume. This means SNDK's profit elasticity is very high, but it also means that once prices stop rising, half of the growth engine shuts down. Technically, the daily chart is forming a rising wedge, and the RSI shows bearish divergence. If it breaks below $1,505, it may test the $1,000 area below. The fundamentals are not bad—forward PE is only 7.6 times, less than one-third of the tech sector median of 22 times. Let's discuss in the comments: Is Kioxia's cold splash rational or a sign of surrender?👇 #本周FOMC揭晓,加息能否落地? #AI发展焦虑升温,芯片股集体走弱 The market now feels like driving in fog, visibility is low, and everyone is cautiously inching forward with their brakes on—BTC, WLD, and BICO are all waiting for a signal to step on the gas. Early session spikes are the easiest to deceive; a single bullish candle is just a probe. The real signal is when the price surges without pulling back, with buyers stepping in on the retracement and the lows higher than the previous ones. #BTC ETF capital flow remains the barometer $BTC continues to play the role of ballast; as long as the structure holds, capital dares to seek more elastic targets outside; $WLD is more sensitive to sentiment—once it breaks above resistance with volume and does not give back gains, it can easily accelerate from a base-building phase; $BICO is more about chip-level battles, with lows gradually rising and selling pressure slowly easing. This slow change is more worth noting than a sudden spike. The bulls are waiting for three things to happen simultaneously: BTC actively strengthening, $WLD breaking out without falling back, and $BICO showing consecutive volume increases—when two signals confirm simultaneously, the early session's cautious sentiment may switch to aggressive accumulation; the bears are closely watching if BTC weakens first, then whether WLD quickly falls back to its previous consolidation range. Looking up: BTC stabilizes its center of gravity first, BICO leads with volume increase, and WLD accelerates accordingly; looking down: WLD loses momentum first, and BICO starts to loosen as it absorbs selling. Before the FOMC results are released, BTC's performance determines whether capital dares to take risks outside. The real opportunities often hide in the moments when most are still hesitating. 🔥 Before the FOMC announcement: The rebound is not a broad rally, it's a position health check! BTC spotlight: Around $BTC 78,000, 77,600 is the long-short line, 80,000 is the ceiling. It’s responsible for stability, not for soaring. Hold it as ballast. $XRP: Strong performer, swap in. Leading tonight with a 3.3% gain, capital clearly flows to strength. The bill + ETF inflows are solid catalysts. For your weakest positions, wait for a pullback to swap some in; don’t chase sudden spikes or catch falling knives. $SOL: Elastic asset, bounce. Volume supports the rise, high beta, ecosystem updates. Keep as a flexible position to ride the latter half of the rebound. Don’t add positions impulsively before FOMC; save your ammo. $DOGE: Weak asset, cut. Purely following the rally, no independent catalyst. When the market is up, it’s slightly up; when the market is down, it falls first. Use the rally to swap into XRP or SOL; this is more efficient than waiting for a catch-up rally. Three no’s: No chasing sudden spikes, no waiting for weak coins to catch up, no full-position bets on data. Iron rule: Swap weak for strong, don’t chase highs or sell lows. Hold strong coins for pullbacks, swap weak coins during rallies. If the rebound continues, the strong stay strong; if it ends, you’ve already cut the weakest early, minimizing drawdown. In one sentence: Hold BTC, swap to XRP, bounce SOL, cut DOGE. FOMC is the starting gun, not a gambling table. #BTC #XRP #SOL #DOGE #FOMC This is a market review only and does not constitute investment advice.$ETH Two wallets that had been dormant for over a year were detected on-chain this morning transferring 14,700 ETH to OKX, with an average price of 2517, totaling thirty-seven million dollars. The old wallets are waking up; either they couldn't resist or they couldn't hold on any longer. Last night I was still anxious, but this morning I realized the anxiety was unnecessary, just wasted worry. During the repeated fluctuations in the market, $DASH every time it surged was just short of breath, lacking support, with selling pressure layer upon layer. While others were running, I remained calmer; I signaled to open a short position and continued holding the short. Entered around 67.88, the logic is simple: there is resistance above, no support below, the rebounds are all fake moves. Opened position at 67.88, current price 53.36, +1070.27%, the wait was worth it, feeling good brothers. Don’t lose patience in the fluctuations and then try to regain dignity in a one-sided move. Don’t get greedy with profits, don’t despair with pullbacks. I’m taking profits on my position first: closing 80% now, keeping 20% at cost price as protection; if it continues to drop, let the profits run, don’t be greedy for the last bit. Now is not the time to rush; chasing highs easily leaves you stuck at the peak. Wait for the next signal before moving, there are still opportunities, don’t be anxious. $BTC $XRP Robinhood Expands Prediction Market Access with Crypto.com and OG.com According to Robinhood's official Newsroom announcement on September 8, Robinhood will integrate some football event contracts into Crypto.com's prediction market platform and collaborate with OG.com to expand access points for prediction markets. More access points are just a surface-level change. The real issues users will face are: Is the nature of event contracts easy to understand? Who initiates the operations? Can the scope be clearly seen before confirmation? In case of anomalies, are there pause and withdrawal options? As traditional financial gateways, on-chain liquidity, and automated operations gradually converge, product competition will extend from "which events are offered" to risk warnings and authorization readability. #AI #Web3 #MPC #PredictionMarketsBitcoin has already entered a region historically associated with lower entry risk and strong long-term asymmetry. However, according to the Sharpe Ratio, this phase still requires significant resilience, as current returns remain poor relative to the level of volatility being assumed.Philadelphia Semiconductor dropped 5.9% in one day, this is not a broad market sell-off. Seeing the index fall sharply from a high with a big bearish candle to around 11131, the Nasdaq 100 fell 0.8%, and the S&P only dropped 0.5%. Over the weekend, the bosses of Anthropic, OpenAI, and xAI all called for slowing down AI development, and Nvidia and Broadcom got hit along with them. On the same day, the 10-year US Treasury yield even touched 5% intraday. Simply put: the sell-off is concentrated in chip stocks, not a market-wide crash. I think this is more like a resonance of sentiment and positions, not an overnight evaporation of AI demand. There is also the FOMC this week, so don’t rush to lever up to bottom-fish chips. If your position is light, you can wait for the dust to settle; if heavy, don’t bet on a V-shaped rebound. If rates get even more hawkish and oil prices surge again, the failure point will be the rebound getting immediately pushed back down. Are you watching first, or preparing to buy in batches? $SOX $NVDA $AMD #ThisWeekFOMCReveal, will the rate hike land? #AI development anxiety rises, chip stocks collectively weakenColend (Core Chain Lending Protocol) Status (2026-09) 1. The contract was not shut down, on-chain contracts still existed, and the frontend web could still be opened, but the business was basically "essentially frozen," with activity nearly zero. - March 2026: The CORE token price crash triggered a large-scale chain liquidation, severely damaging the entire protocol. Although the official statement stated that the protocol code itself was not hacked and was caused by market leveraged liquidation, with no bad debts, liquidity was severely destroyed. - Currently, TVL is only a few million USD, with the vast majority of collateral assets being CORE/stCORE; Stablecoin and BTC liquidity are almost exhausted. - Almost no assets can be borrowed: even if collateral is deposited, the lending pool has no available liquidity; Ordinary users can only make deposits, and lending functions are basically unavailable. 2. CLND token situation - CLND tokens are still listed on exchanges, but trading volume is extremely low, depth is poor, and the price has dropped significantly from its peak. - Colend's official social media updates have greatly decreased and no longer conduct large-scale incentive campaigns. 3. Key reminder for existing users - The contract is not frozen, so you can withdraw your deposited collateral assets manually via the app; Do not keep depositing new funds in the account. - The protocol has experienced extreme liquidation events; the collateral is highly volatile CORE, and leverage risk is extremely high. Brief summary ✅: The contract technology has not been hijacked or shut down, and it is still accessibleJust cleared a batch of positions, speaking honestly. Up to now in this market cycle, I believe many people are like me, from initially not believing it to now walking on thin ice. BTC keeps testing above 100,000 repeatedly, and the talk of an altcoin season is getting louder, but I have to pour cold water—don’t let FOMO cloud your judgment. First, the data: stablecoin market cap has surpassed 200 billion, BTC holdings on exchanges hit a five-year low, and ETFs have had net inflows for 18 consecutive days. These signals do point to the mid-stage of a bull market, but don’t forget, positive news often marks a short-term top. Last week the Fed turned hawkish, and the market instantly evaporated 300 billion; how many people got liquidated on contracts? My strategy is simple: hold spot, clear contracts. The BTC ecosystem’s runes and L2 are still early stage, I haven’t touched SOL’s DePIN track, but I cut 70% of my MEME positions. Why? Liquidity is too poor, market makers pump and dump at will, and retail investors are just the bag holders. Remember, surviving longer in a bull market is more important than making quick gains. Here’s a contrarian view: this cycle might not have a “full altcoin season.” Capital is getting smarter, concentrating only on the top and hot spots. Those old coins from 2021 in your hands probably won’t recover. Be decisive in switching positions and firm in stop losses. The market is still going, but the rhythm has changed. Protect your principal and wait for a big pullback before getting back in. Let’s chat in the comments, what percentage of your positions do you currently hold? $BTC #本周FOMC揭晓,加息能否落地? Currently, the RTX 5090 is being bought up in bulk by various AI companies, with global market prices continuing to soar. Currently, the lowest price in the US market has exceeded $5,000, and in Europe, it exceeds €5,200. Ordinary gamers can hardly afford this flagship card at the original launch price of $2,000. This shortage and price increase is very similar to the scarce card shortage of the crypto mining boom back then, but the core driving force has completely changed. The pricing power of high-end consumer graphics cards has officially shifted from gamers to the AI computing power market, and this time, players will find it hard to wait for a "reinforcement" when prices fall. Cost performance crushes professional cards, RTX 5090 becomes the top choice for computing power among small and medium-sized AI companies AI companies abandoning NVIDIA professional data center accelerator cards to frantically buy the retail RTX 5090 is essentially an extreme cost-performance calculation. In terms of hardware specs, the RTX 5090 is equipped with GB202 cores and 32GB of GDDR7 high-speed VRAM, delivering top-tier computing performance. In contrast, NVIDIA's commercial-oriented RTX PRO 5000 48GB professional graphics card, though equipped with the same core, has one-third fewer stream processors than the RTX 5090, has lower memory bandwidth, and overall performance falls short of consumer-grade flagship cards, yet its price is as high as $7,000 to $9,000. For small and medium-sized AI companies and computing studios, the RTX 5090 significantly lowers the threshold for computing power deployment. By mass-purchasing the retail 5090 to assemble eight GPU servers for AI inference tasks, the cost advantage is significant. PurposeThis week, a 25bp hike is expected, and I still lean towards it happening. The recent data actually hasn't deviated from the framework Wash outlined earlier: employment hasn't collapsed, and inflation hasn't dropped particularly smoothly. Since the data remains within this range, suddenly not raising rates now would likely contradict previous statements. So there's not much to hype about this rate hike itself; the market has basically priced it in already. What I care more about is what will be said after the hike. If they only raise by 25bp but don't clearly rule out future hikes, the market might react negatively. Also, oil prices—this factor increasingly impacts inflation expectations and long-term bond yields. Whether oil prices can continue to fall might be more important than these 25 basis points. So don't just focus on whether they raise rates this time; whether there will be a next hike is the real drama this week. #本周FOMC揭晓,加息能否落地? Exploded, exploded ETH, I hate you When going long, you don't rise Cut losses and go short Then you start pumping and blow me up — 50x short at 2506 Max position 89990U 2589 is the liquidation line At 4:18 AM, it went straight to zero Realized loss 3424U The most frustrating thing is not the wrong direction But the leverage doesn't even give me time to wait — $ETH's rally this time just hits before the Fed decision The market has priced in about a 90% chance of a 25 basis point rate hike The more consensus on expectations The easier it is to get liquidated before the announcement If 2600 doesn't hold, I look back to 2500 If it really holds, still need to watch 2667 — $BTC is even more ridiculous The 10-year US Treasury yield has surged above 5% But it still holds around 78,000 Showing the support below is not weak Only if 77,500 breaks do I look at 76,000 If 79,000 is reclaimed Bears will continue to suffer — $ZEC dropped from around 1290 Futures positions have clearly cooled off This wave looks more like a leverage retreat If 1070 holds, it can rebound to 1150 Breaking below 1000 Means this strong round is really loosening I admit this time I got liquidated Next time I'll reduce leverage before fighting the dog whales #本周FOMC揭晓,加息能否落地? #AI发展焦虑升温,芯片股集体走弱 #10年期美债收益率突破5% $BTC is repeatedly testing around 77K, and KOLs are shouting "buy the dip." You have three questions you haven't thought through clearly. If you don't figure out these three questions, your trades this week will most likely be giving money to the market. Question one: Should you hold positions before the rate hike is finalized? CME shows the probability of a 25 basis point rate hike in September has already soared to 92.4%. The market has long priced in the "rate hike." The real risk lies ahead. HSBC expects the median rate forecast in the latest FOMC dot plot for the end of 2026 to reach 4.125%. TD Securities expects that after the Fed starts hiking in September, there will be three more hikes — one each in October and January next year. Deutsche Bank even expects a cumulative 75 basis points hike. Pay attention to this person, Waugh. At his first rate-setting meeting in office, he priced in a 100% probability of a rate hike this year. Among 18 officials, 9 believe hikes will continue for the rest of the year. The rate hike itself is not the bomb. The dot plot is. Don't ask "Will they hike or not?" Ask "Will they continue hiking after this?" That is the variable you need to trade on. $BTC Let's talk about the widely circulated status of the Clarity Act! Many people see an instantaneous probability of 66% and wildly fantasize about trillions of funds entering a bull market. Reality check: the actual probability in the prediction market has now dropped to 33%‑37%. Today the Senate is holding a procedural vote, which requires 60 votes to proceed. The Republican seats alone are insufficient, so support from Democrats is needed, making it extremely difficult. This is just the first hurdle. Even if it passes, it doesn't mean the bill will immediately take effect; there are several more steps ahead. If 60 votes are not reached, this year is effectively over. Don't treat a low-probability miracle as a given fact. Regardless of the bill's outcome, the upcoming FOMC rate hike is the unavoidable macro theme. BTC resistance is at 83000, the lifeline at 74500, the levels are set. Good news can be expected, but avoid heavy all-in bets on the voting result. #CLARITY投票前分歧未解 #本周FOMC揭晓,加息能否落地? ⚠️This is only a summary of market information and does not constitute investment adviceAction: Correct understanding ultimately comes down to position sizing Investment ultimately must return to action. Because no matter how beautiful the analysis is, if it is not implemented in buying, selling, position sizing, and discipline, it is just an opinion. True action is not just "daring to place an order." It is: How much to buy when it’s time to buy. Where to exit if you’re wrong. How to handle it after it rises. When the logic hasn’t changed, can you endure the volatility? When the logic has changed, can you admit you were wrong? Many people think the hardest part of trading is finding opportunities. In the end, the real difficulty is: Holding on when you’re right, Exiting when you’re wrong, Not chasing when it’s crazy, Still able to think during panic. Thus, the entire trading system ultimately returns to the simplest chain: Emotion lets you feel the world. Awareness lets you see yourself. Thinking brings you closer to the facts. Choice lets you weigh the odds. Action lets everything be tested by the market. The market changes every day. What truly needs cultivation is always the person on the shore.$GIGGLE Just switched the software to the background, it suddenly spiked up then softened again. Is it playing hide and seek with me? Yesterday afternoon, I was watching GIGGLE. The rebound looked lively, but volume didn’t keep up, and there was obvious resistance above. I directly placed a short at 36.09. Others were still waiting for a breakout, I just warned: insufficient follow-through, don’t catch a falling knife. Before the market fully started, I had already made my plan. This morning when I opened the market, the price was already at 34.55, short position profit rate +213.35%. The earlier hesitation was real, but the outcome is really sweet. Panic comes from no plan, losses come from overthinking. The operation isn’t complicated: first close 80%, move the remaining 20% to break-even to protect, let the profit run if it keeps dropping; don’t let profits become uncomfortable on a rebound. Take profits when you should, pocket the big gains first. For friends who haven’t gotten on board yet, listen to me: now is not the time to rush in, chasing highs easily leaves you stuck at the peak. There will be more chances later, wait for the next shot. The market isn’t short of opportunities, it’s patience that’s lacking. $ADA $LAB Brothers, BTC and ETH surged then pulled back on the eve of the FOMC, but there's a detail more worth watching than the price. $BTC $77,630 | $ETH $2,498 Bitcoin fell from an intraday high of $79,586 to $77,630, down 0.8%, with shrinking volume. Ethereum slid from above $2,550 to $2,498. On the surface, this looks like routine risk aversion before the FOMC, but there's an abnormal signal on-chain: in the past 24 hours, ETH long liquidations totaled $42.44 million, accounting for 80% of all long liquidations network-wide, while ETH price dropped less than 2%. This indicates leveraged longs are actively surrendering, not being crushed — chips are changing hands, not fleeing. Rate hikes are certain, but the market has already "sold the fact" in advance. CME data shows a 92.4% probability of a rate hike in September, almost no doubt. But one pattern is worth noting: in the last three FOMCs, BTC averaged a 2.3% rebound on the day the hike was implemented. When expectations are unanimous to the extreme, bad news tends to trigger a "boots on the ground" rebound. The real uncertainty is not whether to hike, but the dot plot's hint on the remaining path for the year. Discuss in the comments, will this FOMC repeat the "sell the expectation, buy the fact" scenario?👇 #本周FOMC揭晓,加息能否落地? #CLARITY投票前分歧未解 Michael "Big Short" Burry stated that OpenAI and Anthropic's warnings about AI safety are nothing more than "selfish" moves to hype their IPOs. Burry believes that the real purpose behind calling for a slowdown in cutting-edge AI development is to protect existing companies as competitors catch up, while heavily promoting their technology as powerful enough to be dangerous. He said these warnings also provide "cover" for large AI companies to slow growth while preparing for potential IPOs, and pointed out that "LLMs are not AI, nor will they become Artificial General Intelligence (AGI)." $OPENAI $ANTHROPIC #Anthropic拟赴纳斯达克IPO #AI发展焦虑升温,芯片股集体走弱 OKX OnchainOS is said to be vulnerable to a single seed phrase: the official statement says it cannot be reproduced Zerodrift claims: a single seed phrase can make the OKX Wallet's OnchainOS Agent sign unlimited authorizations—the trick is to embed the command into the scam token metadata, which the Agent reads and the TEE helps sign. OKX Wallet responds firmly: it cannot be reproduced using their official interface, the return structure in the video does not match the real OnchainOS, and no matching transactions have been found at the related addresses recently. The existing public materials do not support "having fully exploited the official environment without modifications." Video ≠ confirmed vulnerability. Without complete reproduction steps and request records, do not treat the demonstration as a guaranteed exploit.9.15|BTC and ETH Early Session: On the Eve of the FOMC, Don't Bet Long on a "Dovish Dot Plot" $BTC is hovering around 77800 now, $ETH at 2515. Yesterday it was pulled from 76400 to 79600 then slapped back to the starting point, looking like a "false breakout," but the root cause lies in macro factors. The rate hike itself isn't the risk; the dot plot is. The market has priced in a 25bp hike in September at about 87% to 89%, basically an open card. But HSBC raised the median rate forecast for the end of 2026 to 4.125%, and Bank of America even sees 4.185%. To translate: if the statement only hikes 25bp but the dot plot pushes the path for the next two years all the way up, that's the real killer. Long positions are currently betting on "hike then dovish," with funding rates still positive—$BTC weighted funding rate about 0.009%, $ETH about 0.0111%, longs are still holding in. At this point, the structure fears not the arrival of bad news, but bad news worse than expected. There's another bombshell in the news today. The procedural vote on the CLARITY Act is scheduled for early tomorrow, but the probability on Polymarket has dropped from around 30% to 17%. What does this mean? If the procedural vote fails, uncertainty around crypto regulation will drag on, worsening short-term sentiment. Don't bet on this vote as a positive. Operationally, my approach hasn't changed. Short BTC in the 78800-79800 range, target first 76000, if broken then 74500-73000. Short ETH in the 2560-2620 range, target 2480-2420. The logic is simple: before the decision, longs have no odds advantage—you’re betting the dot plot turns dovish, but institutional forecasts are all hawkish. The only stop loss line: if BTC breaks and holds above 80000 with volume, cancel shorts immediately, no hard holding. 80000 to 82000 is the resistance zone above; if it breaks out with volume, it means the market has digested the hawkish dot plot as "bad news fully priced in," then accept it, don’t fight the trend. Do you think BTC will first drop to 76000 after the decision, or break through 80000 directly? #本周FOMC揭晓,加息能否落地? #OKX星球话题来啦 #OKX百万规划师 #Anthropic拟赴纳斯达克IPO Will this cause liquidity to be drained from the US stock market and the crypto space? Anthropic aims to list on Nasdaq in October 2026, with a valuation discussion range close to or exceeding $2 trillion, and fundraising scale possibly reaching tens to hundreds of billions of dollars. This will indeed absorb some new funds. But the impact is limited and mostly short-term: the US stock market is huge. The total market capitalization of indices like the S&P 500 is in the tens of trillions of dollars, with very high daily trading volume. Even a single large IPO is only a relatively small part. A single large IPO may bring about a short-term drag of around 1%, but it is quickly absorbed. When SpaceX went public, there was indeed an "oxygen absorption" phenomenon—some related sectors temporarily under pressure, funds concentrated on the new stock, but the overall market did not collapse. Successful mega-IPOs often boost tech/AI sentiment, attracting more incremental funds rather than simply draining existing liquidity. Institutions, ETFs, retirement accounts, etc., have large amounts of funds waiting to be allocated. The crypto space is more sensitive to liquidity, with relatively greater short-term pressure. Crypto and AI/tech stocks share some risk appetite funds. During SpaceX's listing, Bitcoin ETFs saw significant net outflows, BTC and other high-beta coins experienced adjustments, and some funds were used to participate in or watch the new stock. The "drain" in the crypto space is more of a phase competition rather than a permanent loss. Liquidity ultimately depends on the macro environment, $BTC's own cycle, and ETF fund flows.$ETH surged to 2660 before dropping all the way down, not only losing the 2600 level again but now directly breaking below the 2500 mark. Behind the bulls' collapse is still the "double whammy" of macro and technical factors.👇 🏦 Macro: Rate hike expectations soar to 86%, funds rush to hedge August core CPI rose 0.3% month-on-month, exceeding expectations, and the 10-year US Treasury yield neared 5%. CME data shows the probability of a 25bp rate hike at the 9/16 FOMC meeting surged to 86%. On the eve of the decision, funds are unwilling to bear the high holding costs of non-yielding assets and choose to sell early to hedge, firmly capping the valuation ceiling. 📊 Technical: Iron ceiling above, support broken below The supply barrier of over 10 million ETH in the 2700-2800 range above is hard to overcome. After previous whale-driven rallies failed, profit-taking surged. Now breaking below the psychological 2500 level, the short-term bull defense retreats, and the trend weakens. 🎯 What to watch next? ⚠️ Bearish scenario (currently unfolding): After losing 2500, the support zone at 2466–2485 USD is under siege. If this range is effectively broken, it may further test the 2400 psychological level. ✅ Bullish scenario: Must quickly reclaim and stabilize above 2500, or recent rebounds will all be bull traps. Brothers, you have to seize the opportunity to buy the dip. Bitcoin 75000-76000. SanDisk 1500-1520 What he really needs is not the rate cut itself, but to make the market believe—no matter what the Fed does, he can win. If rates are cut, he can shout "I won, the economy is alive"; If rates rise, he can blame "the Fed hurt me, but the stock market will rebound"; If rates stay the same, he can boast "I pressured successfully, the central bank listened"; If inflation is high, he can blame oil prices and tariffs; If inflation is low, he can claim credit saying the policy is effective. In short, what Trump wants is not a 25 basis point cut, but to turn all outcomes into material for his political narrative. So the market will show a very absurd state: Rates rise and it goes up, rates cut and it goes up, no rate change and it goes up, inflation rises and it goes up, geopolitical risks rise and it goes up. $BTC $SNDK Midday Session | Don't be scared off by the 78600 $BTC After a midday surge to 79,600, it pulled back to 78,600, with volume shrinking and volatility. Those who panic only look at the candlestick and ignore the chips. The total market capitalization of stablecoins remains at a high level of $310 billion, with off-exchange funds not flowing out, just waiting for signals. In August, whales increased holdings by 60,000 $BTC but no sales were seen; Bitmine holds nearly 5.96 million $ETH, of which over 5.06 million have been staked and locked in position, with circulating shares continuously being drained. On a macro level, about 90% of the FOMC's 25 basis point rate hike has been priced in by the market; the real key is Powell's post-meeting statement. If it signals the end is near, all negative news will be gone, and off-market funds may accelerate their entry. If the CLARITY bill procedural vote passes, regulation will shift from ambiguity to rules, allowing institutions to bet heavily. Looking at the market, BTC is still in the 76,000–80,500 range. 78,600 is a pre-event pullback, not a trend reversal. Whales haven't left, ETH holdings haven't moved, stablecoins haven't entered—these three facts remain unchanged. Midday volatility is just accumulation. Don't treat volatility as the end. Only those who can hold hold on are worthy of riding the main rally. #本周FOMC揭晓, can rate hikes materialize? #BTC现货ETF三日流出近4 $500 million #CLARITY投票前分歧未解 How many brothers who chased longs near 78500 last night and set take-profits to sleep got stopped out? The manipulators used the US stock market trend to create a trap, burying many long orders. After the US stock market opened, Bitcoin surged all the way up, from 77800 straight to 79600. It looked like the US stock market was driving a strong rally in resonance, but it was all a fake scenario designed by the manipulators. Once the US stock market paused trading and market liquidity receded, Bitcoin immediately started a crazy reversal, sharply dropping back to around 77800. After the whole cycle, the fundamentals haven't changed, nor has there been any new news. Anyone who chased longs in the 78500-79500 range ended up trapped in a sudden drop. Once, the CPI surged to 80,000 then fell back with a long shadow candle. Last night, the manipulators used the US stock market's low open and high close to paint the K-line, locking the recent upper resistance sell zone around 79500. No one will give you another chance to get out of the 79500 trap. So, with a high probability of a rate hike tomorrow night, shorting near 78500 below resistance is the best move. Above is a huge profit-taking sell zone, below is the short-term profit space for shorts. With a probable rate hike tomorrow night, the market so far hasn't priced in a rate hike in advance; in other words, it hasn't fallen yet. If it doesn't fall by tomorrow, the rate hike announcement will cause a crash. Otherwise, it will fall today or tomorrow, pre-consuming the rate hike expectations. Before fully understanding the Fed's rate decision, it's not recommended to open any long positions because a drop is easy, but a rise will be difficult.The U.S. Strategic Bitcoin Reserve Act has officially entered the House Financial Services Committee review stage, marking the first hurdle in its implementation, and the market has already begun to maneuver on this news. It's important to note that the core of the bill is to place all penalized Bitcoin in the Treasury Reserve, requiring a minimum holding period of 20 years, during which it cannot be sold freely, and only under special circumstances can it be sold to repay debts. The bill does not require mandatory allocation for large-scale $BTC purchases in the market; it is just a study to see if there is a way to expand reserves without increasing taxes or debt. Currently, there are few lawmakers who support it, and there is considerable cross-party resistance. Even if the committee passes smoothly, it will still require a full vote, coordination between chambers, and the president's signature—layers of hurdles, making it very difficult to implement in the short term. In the short term, this news is sentimentally positive and could trigger a short-term wave of impulses. But essentially, it hasn't brought in new funds; it's more about speculative expectations, making it easy for the market to break into a sell-off as good news is realized. Right now, Bitcoin is stuck at the key 78,000 level, and with the FOMC meeting approaching, multiple pieces of news colliding will amplify market volatility. Don't jump in just because of this news; the bill review is likely to be repeated, and various amendments and debates in between could change market expectations. This is a long-term positive for Bitcoin's status, but in the short term, it's just a story, not real buying. The rally driven by news can be suppressed by macro expectations at any time, so be cautious of inducing bulls in high-level games. #本周FOMC揭晓, can rate hikes materialize? #美$ZEC -hike expectations are near 88%, while US yields remain elevated and BTC/ETH are still weak. That makes sustained altcoin upside harder to trust. One important correction: the position described is a 50x short, not a long. With an 863 entry and 1170 mark, the position is under severe pressure. ZEC can still move independently due to its low liquidity and halving narrative. If 1230 is retested, reducing exposure may be more sensible than hoping to recover everything at once. At 50x, risk is The market has risen for two consecutive days; when will small caps like BICO and BEAT get their turn? #本周FOMC揭晓,加息能否落地? The mainstream is almost touching previous highs, but the small caps in hand are still down. When will the rotation finally come? The rhythms of these two are actually completely different. A rebound always happens in stages: first, the large-cap stabilizers pull the market steady; then the mainstream catches up; finally, risk appetite overflows and funds move to the corners to pick up small caps. BICO and BEAT are stuck at the last leg. $BICO is in the account abstraction sector, belonging to the first tier of overflow. When the mainstream stabilizes and sectors start rotating, it will react first—it's the kind you can "wait for"; $BEAT is an oversold micro-cap with no support, often only picking up when sentiment is at its peak and even the underdogs get noticed. It's the last leg and also the most fragile. To judge whether small-cap rotation has arrived, look at two points: whether the mainstream has stabilized continuously and whether the overflow sectors have started rotating in turn. If the mainstream stabilizes above 78,000 and rotation spreads outward, BICO will move first, and BEAT will follow last; if the rate decision pushes the market back, overflow will immediately cool off, and the unsupported $BEAT will be the first to go cold. Rotation follows an order; knowing which leg your holdings are in prevents you from firing all your bullets in the first leg.$BTC is facing a very different test this week. The Fed is expected to make its policy decision while oil prices have surged above $100 and Treasury yields have moved higher. That's not exactly the perfect environment for risk assets. And yet Bitcoin is still holding around the upper-$70K area. That's what I'm watching. Not whether someone predicts $80K or $70K. I want to see how BTC behaves when the macro environment becomes uncomfortable. If Bitcoin can absorb stronger yields, a stronger dollar and geopolitical pressure without completely losing its structure, that's meaningful. The reaction matters more than the headline. #US10YearYieldBreaks5% #RobinhoodTokenNewRights #US10YearYieldBreaks5% $121 million flowed into $ETH ETFs. It looks like a lot, but my first reaction is—who is selling? BlackRock's ETHA alone swallowed $80.5 million, and Grayscale Mini Trust took another $16.23 million. The money is real cash flowing in, no doubt about that. But if the market were really strong, would it need daily ETF blood transfusions to hold up? My guess is this buying wave looks more like allocation funds slowly accumulating, not the kind of urgent money scrambling to buy. Urgent money entering would push volume up and prices higher; this pace looks more like someone is offloading while the other side steadily absorbs. To put it plainly, on one side institutions are buying methodically, on the other side insiders are using this sentiment to unload. Who’s right or wrong isn’t clear yet. I’m watching one signal: the day ETFs keep flowing in but prices start dropping, that’s when the real problem begins. Until then, just wait and watch. #BTC现货ETF三日流出近4.5亿美元 #美战略比特币储备法案进入委员会审议 #ZEC机构资金入场,高位杠杆开始出清 $ETH $SOPH I was originally prepared for a loss, but it surprised me, not used to it. Just finished reading the negative news, my heart skipped a beat, but the market was even more honest than I expected. 😂 Strong bear trap flavor, every rally falls short, weak rebound, and volume didn't keep up. I'll say it straight: heavy resistance at the top, going up is just handing profits to the shorts. From 0.010142 to 0.003937, short position return +1223.62% gives the answer. Really satisfying, time for a good meal, those in the car must have woken up laughing. 🔥 First close 80%, protect the remaining 20% at cost price, let profits run if it continues to drop, and don't give back profits if it rebounds. Take profits when you should. Hold as long as the trend isn't broken, run when it breaks, don't fall in love with stocks. The market punishes all kinds of arrogance, especially those who think they're the smartest. Now is not the time to chase shorts, wait for a more comfortable position in the next round, patiently await good news. Opportunities remain, don't rush, I'll notify you first. $ETH $BNB #AI development anxiety intensifies, chip stocks collectively weaken 🚨 Chip stocks collectively weaken, AI trading logic is being repriced The US semiconductor sector faces significant selling pressure, with the Philadelphia Semiconductor Index dropping about 5.9% in a single day. Core AI chip stocks like NVIDIA, AMD, Micron, and Broadcom are under simultaneous pressure. The core reason is not a sudden disappearance of chip demand, but the market beginning to worry about: 🔻 AI giants slowing down frontier model development 🔻 AI capital expenditure growth possibly peaking 🔻 High-valuation chip stocks facing repricing 🔻 US Treasury yields approaching/breaking 5%, further suppressing growth stock valuations My view: In the short term, chip stocks are still in a risk release phase, especially high-valuation, high-growth AI hardware companies, with volatility likely to continue increasing. However, if AI computing power demand and cloud providers' capital expenditures do not see a substantial decline, this looks more like a valuation and sentiment adjustment rather than a reversal of the AI industry trend. 👉 Key points to watch next: 1️⃣ Whether NVIDIA can stabilize first 2️⃣ Whether the 10-year US Treasury yield can fall back below 5% 3️⃣ Whether AI giants' capital expenditure guidance is downgraded 4️⃣ Whether the semiconductor index can stop falling and reclaim key moving averages If chip stocks continue to decline while BTC/ETH remain relatively resilient, a new shift in capital style may emerge. If this kind of coin ends, it basically experiences 1-2 sharp drops of 30%-50%, then continues to decline slowly without any rebound. Last night it dropped back, and now it has risen again. It should break yesterday's new high. If it's just a simple pump-and-dump, there shouldn't be a need to pull it back today $BTC BTC Today's Trend Analysis September 15 1. BTC ETF Funds On September 14 Eastern Time (U.S. stock trading day), the BTC spot ETF showed a slight net inflow overall. - Total market net inflow approximately $112 million - IBIT (BlackRock) net inflow $146 million, continuing as the main buying force; - GBTC Grayscale Trust slight net outflow of $41 million, continuing redemption inertia; - FBTC Fidelity and ARKB both had small net inflows. Fund characteristics: Institutional funds show structural divergence, leading ETFs continue accumulating, but Grayscale's ongoing redemptions offset some of the inflows. Overall inflow strength has declined compared to previous days, with no large impulsive capital entering. 2. BTC Market Status Currently, BTC is in a consolidation and accumulation pattern. Market funds are preemptively speculating on the "CLARITY Act" voting expectations, with cautious bulls and bears. Trading volume has contracted compared to earlier periods. Price levels - Short-term first resistance: $79,500–80,200 - Strong resistance: $81,000 - Short-term first support: $77,300–77,800 - Trend lifeline support: $75,600; breaking below this weakens the short-term bullish structure Market details 1. Spot ETFs maintain net inflows, providing bottom support for the coin price, but the fund strength is weak and insufficient to directly drive a breakout; 2. Derivatives side: Perpetual contract funding rates remain low, no frenzied leverage speculation, market mainly led by spot funds.$BTC is so intense Almost exploded Watched the market all night Didn’t run even near liquidation Still, the bears won — 100x short at 78283 Position size 158,000 U Forced liquidation at 80045 Last night when it pushed up I was ready to watch fireworks But now it’s dropped back to 77666 Unrealized profit 1257 U Finally got this piece of meat Now the probability of a rate hike has surged above 90% The 10-year US Treasury yield also touched 5% In this environment, $BTC can still hold Shows the bulls are really strong But if 77500 breaks again I’ll watch 77000 and 76000 Then push back to 79000 I’m just trying to survive first — $ZEC went crazy again yesterday Pulled back from around 1048 straight to above 1145 Don’t rush to guess the top with this kind of move If 1155 holds, it can reach 1200 If it falls back to 1100 Chasing the rally will just get you running together — $SPCX surged to 152.55 yesterday But finally closed at 148.15 The 150 to 153 range is still a strong resistance If 145 can’t hold I’d rather wait around 140 The bears only won for one night now The real big move Still has to wait for the rate decision flip! #本周FOMC揭晓,加息能否落地? #美战略比特币储备法案进入委员会审议