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BTC dropped to around $76,000. How many people were shaken out during this round of volatility?
Officials' speeches at the Jackson Hole meeting leaned hawkish, inflation data remained high, and the probability of a September rate hike surged directly to 57%. The market responded with a sharp decline, with BTC falling from 80,300 to 76,900, a 3% drop, and long positions liquidated for $480 million.
Although negative factors are overwhelming, institutional funds show divergence. In August, spot BTC ETFs saw a net inflow of over $3 billion, with continuous buying over multiple days, and only a slight outflow on Friday. Institutional buying still genuinely exists.
Currently, the low point at 76,800 is temporarily holding, with the market consolidating on low volume awaiting direction. The key resistance is at 81,000, where moving averages, trapped positions, and options selling pressure converge. Three attempts to break through have failed. To break through, volume must increase combined with favorable macro conditions—both are indispensable. ETF funds constitute important support, and the focus going forward is whether the price can hold above the resistance level.
$BTC #沃什强调通胀风险，9月加息预期升温 Let's be realistic Bitcoin's bottom: 76,000 is the first line of defense; if broken, look at 72,000-73,000, with extreme cases at 68,000 or even 55,000. The bottom formation requires leverage clearance + miner capitulation + exhaustion of macro bearish factors. Ethereum's bottom: 2,400 is the current key level; if it doesn't hold, look at 1,850, with the worst case at 1,700. But a 35% staking rate means the true bottom might be higher than many expect — supply lock-up is a hard constraint. SolanThe market used to worry that AI would kill Google Search, but now AI is actually accelerating Google?
Alphabet's revenue in Q1 this year directly reached $109.9 billion, a 22% year-over-year increase. Google Cloud is even more impressive, with revenue of $20 billion, a 63% year-over-year increase, marking the fastest growth since the cloud business was disclosed. More importantly, Google itself said that enterprise AI solutions have become the primary growth driver for Cloud for the first time, with related sales increasing eightfold year-over-year.
This week, Google pushed Gemini Enterprise into the legal industry, integrating law firms' data, software, and AI Agents; at the same time, it is preparing to expand further into financial services. This is very interesting—Gemini is not just competing with ChatGPT on who has the smarter model, but is starting to embed itself into scenarios where enterprises are truly willing to pay.
Google $xGOOGL also has an easily overlooked card: TPU. Now AI companies are trying to reduce dependence on a single GPU supplier; even Anthropic plans to purchase $36 billion worth of Google's AI chips. Search is responsible for making money, Cloud for growth, Gemini for grabbing entry points, TPU for computing power—Google's AI closed loop is becoming increasingly complete.
So I feel very secure holding $GOOGL now. As long as Cloud continues high growth and Gemini starts to realize revenue, the most worth waiting for from Google later might be the market recalculating its AI valuation.Attention $HYPE brothers, today 14.18 million tokens will be unlocked, which is nearly 1.2 billion in selling pressure.
The total circulating market cap of HYPE is only 18 billion, meaning a sudden addition of 6.7% potential selling pressure. Be sure to closely watch the market.
1. The unlock structure is unfriendly. 46.6% goes to insiders, 46.3% to the community, and 7% to the foundation. HYPE’s price has risen from 20 to 80, so early holders are very likely to take profits and sell.
2. Also, whales have already started selling. A few days ago, a whale sold about 1.95 million tokens on-chain, cashing out 110 million, clearly taking profits at a high point.
3. The fundamentals are also somewhat weak. Protocol revenue has declined for four consecutive quarters, dropping from 357 million in Q3 last year to 202 million in Q2 this year. HIP-3 allocates part of the fees to builders, reducing funds for buyback and burn.
Brothers, focus on risk aversion these days. Wait 3-5 days after the unlock to see how the selling pressure is absorbed before making further moves. 🚨 RATE CUTS DON’T ALWAYS MEAN BULLISH FOR $BTC.
This is where the market can get tricky.
The Fed could cut rates because the economy is weakening. But at the same time, QT could continue, banks could tighten lending, M2 growth could stall, and investors could start moving away from risk.
So you can end up with:
Rates ↓ + Liquidity ↓ = $BTC ↓
That’s why simply saying “rate cuts are bullish for Bitcoin” can be misleading.
#DailyOrbit BTC DROPS: LEVERAGE RESET?
$BTC slipped below $77K after hitting $81.3K, while $ETH fell toward $2.4K.
Hawkish Fed signals at Jackson Hole lifted yields and the dollar, pressuring risk assets. Bitcoin ETFs then recorded about $201.8M in outflows, ending a nine-session inflow streak.
The market is now focused on whether $BTC can defend the $76.5K–$77K support zone.
For now, the move looks more like macro repricing and leverage unwinding than a confirmed trend reversal. The executor related to the Trump Digital Gold (GOLD) token sold all 82.454% of GOLD tokens they controlled two hours ago, making a cumulative profit of 9,784.6 SOL, approximately $1.01 million. The token was created on Solana at 7:38 today, and the executor controls a total of 824.54 million GOLD through allocation and post-launch buy-in, accounting for 82.454% of the total supply. Around 9:00, after Trump's follower realtrumpcoins1 posted a tweet containing the token address, the GOLD market cap briefly rose to $66 million. At 11:48, after the tweet was deleted, the executor addresses simultaneously began selling, and within 30 seconds, the market cap dropped from $55 million to $1 million. The executor then continued selling, and by 2 p.m., the liquidation was completed, with GOLD's market value dropping to about $700,000, down about 99% from its peak$CORE Pictionary
CORE at $0.025, seventh day of low consolidation — stuck.
Core DAO's pitch: 2026 "Revenue Era" — fees from BTC staking, SatPay, AMP → buyback CORE. Logic closed. Sounds compelling.
But who's eating? SatPay in beta with 20,000 queued — on-chain fees haven't scaled. Roadmap full, delivery pending.
Old baggage: Maple settlement — $150M user BTC. Can it be safely returned? If principal isn't protected, confidence is gone.
Pie drawn, roadmap laid out, settlement signed.BTC at $77,700, have you been shaken out?
First, look at the surface: the probability of a rate hike has soared to 57%, bulls are bleeding heavily.
On Friday at Jackson Hole, new Fed Chair Kevin Warsh gave his first speech with a hawkish tone—PCE inflation at 3.7%, the 2% target is "firm, fixed," and the probability of a rate hike in September jumped from 35% straight to 57%. BTC dropped from 80,300 to a low of 76,900, down a full 3%, with bulls liquidated for $480 million.
The Friday low of 76,800 held, and today it’s consolidating with low volume around 77,700, RSI falling back from overbought to recover, waiting for direction.
First thing: The Fed spoke tough, but institutions are voting with real money.
Warsh’s speech translated into plain language is: "Inflation is still high, don’t expect me to cut rates soon, might even hike again." The market reacted immediately—US Treasury yields surged, the dollar strengthened, and risk assets all fell.
But the US spot BTC ETF saw net inflows exceeding $3 billion in August, with 8-9 consecutive trading days of inflows. Although Friday saw a net outflow of $200 million, institutional buying throughout August was real.
Second thing: The $81,000 barrier is the real issue.
The upper edge of the descending channel from the $126,000 all-time high is right at $81,000. The 50-week moving average is also at $81,000. This August’s rally from $62,000 to $81,500 hit $81,000 three times and was pushed back each time.
The $81,000–$86,000 range is a super supply zone—long-term holding costs, options Gamma, and previous trapped positions all stacked together. To break through, you need volume plus macro support; missing either is futile.
Third thing: You need to see the cracks in the fundamentals clearly.
Institutional channels are strong support: ETF total size about $100 billion, IBIT continues to attract funds, $3 billion inflow in August. Mid to late August saw large-scale short squeezes, resonating with ETF buying to push prices up.
But cracks exist:
- Still 38% below the $126,000 all-time high
- Overall ETF net outflows since 2026, August only recovered half
- High interest rates persist, funding costs unfriendly to leverage
- Large trapped positions near $80,000 just recently freed, selling pressure can emerge anytime
Bull vs. bear, judge for yourself:
On one side:
- August ETF inflows over $3 billion, institutions putting real money in
- Friday low of 76,800 held, buying support remains
- 200-day moving average at 69,000, trend structure repairing
- US Treasury debt surpasses $40 trillion, long-term "anti-inflation" narrative alive
On the other side:
- Failed to break $81,000 three times, descending channel upper edge effective resistance
- September rate hike probability surged to 57%, macro suddenly hawkish
- Selling pressure from recently freed trapped positions near $80,000
- Saturday low volume consolidation, poor weekend liquidity, Monday could see a shift
Resistance above: 78,300–78,800 → 80,000 → 81,000–81,500 (critical line) → 83,000–86,000
Support below: 76,800–77,000 (Friday low) → 75,000–75,500 → 73,000 → 69,000–70,000 (200-day MA)
Trading strategy
Bullish bias:
Light long positions on pullback to 76,800–77,200, stop loss at 76,400 or 75,500, target 78,300–78,800, second target 79,800–80,200. Consider adding positions after holding above 80,000 aiming for 81,000.
Bearish bias:
Only consider short if price breaks below 76,800 with 4-hour close confirmation and volume, targets 75,500 → 73,000. Do not short actively at 77,700; weekend liquidity thin, false breakouts can trigger stop losses.
Breakout strategy:
Daily close above 81,100 with a successful retest is the true trend reversal signal.
Position rules:
Single trade risk no more than 1–1.5% of capital
Leverage within 5–10x, lower on weekends
Watch funding rates; positive funding + rapid OI rise = beware of long squeezes
Avoid heavy overnight positions before Monday open
August’s rebound quality is good, institutional buying is real, but the $81,000 barrier (channel upper edge + 50-week MA + supply zone) remains unbroken, and macro has suddenly turned hawkish.
Around 77,700 is a "wait for direction" zone, suitable for range trading, not for directional bets.
First see if 76,800 holds. If it holds, continue to consolidate, then choose a side; if it doesn’t, reduce positions and wait to reassess near 75,000.
The market will give you a second chance. Those rushing to all-in over the weekend usually won’t be around in ten years.
The day $81,000 breaks, you’ll realize:
It’s not that BTC is weak, it’s that you always chase highs at 80,000 and cut losses at 77,700.
What is your BTC cost basis?
At 77,700, will you add or reduce positions?
$BTC $ETH $SOL #BTC高位多空拉锯，黄金联动增强 Hugging Face 旗下开源机器人公司 Pollen Robotics 于 27 日发布新产品 Microduck，售价 399 美元。该产品一经发布便火爆外网，短时间内订单量突破百万美元 此外，近期消息爆出英伟达已同意以 129 亿美元收购 Hugging Face。由此，加密社区开发出 Microduck 同名股票 meme 币，配对英伟达股票代币。起初，该代币于第一时间在多条区块链发布，包括 BSC、Base、SOL 和 Robinhood，最后 Robinhood 链上 Microduck 脱颖而出，据 GMGN 行情，截止发稿，代币发布三天市值已速通 1600 万美元，24 小时成交额达 890 万美元 通过 GMGN 持仓明细不难发现，Microduck 前排地址清一色来自 fomo 平台。BlockBeats 在此前文章《拆解「牛来」币拿到千倍的鲸鱼：一群来自 fomo 社区的老外》中已阐明，fomo 社区已成为链上炒作重要风向标，其早期社区成员投资风格以持币稳重，喊单积极见长 此次 Microduck 崛起，便再次证明了该社区用户的炒作、喊单力度。据 fomo 平$CORE 0.025, waiting to land
CORE has been consolidating at a low level of 0.025 for the seventh day with shrinking volume— the market is waiting for the roadmap to truly materialize.
The narrative is very appealing: the 2026 "Revenue Era," where BTC staking + SatPay + AMP's three major businesses generate fees to buy back CORE, completing the "real revenue → buyback and burn" loop.
The reality is harsh: monthly fees are only $58,900, on-chain Gas fees just $274, the revenue scale is far from enough to support the coin price. SatPay has just entered public beta, and Q3 features are not yet launched.
There is also a looming risk: the Maple settlement involves whether $150 million of user BTC can be safely returned; if the principal is impaired, confidence will be severely damaged.
Position: support at 0.018-0.0197, resistance at 0.03-0.035. No matter how good the roadmap looks, we have to wait for the data to speak. Be cautious before it lands. $CORE Many people researching a project like to dissect the whitepaper, review the code, and count TPS. But what truly makes a token multiply several times from the bottom is never the technical parameters; it's the game theory structure. Looking back at CORE's performance over the past half year, you'll notice a very interesting phenomenon: every time you think it's doomed, it starts to rise; every time you think it's about to take off, it begins to decline slowly. This is not a coincidence; it's the inevitable result of the chip design. Within CORE's game theory structure lies a clever "prisoner's dilemma": Miners have coins, but they dare not dump them—if they do, their hash power delegation disappears, effectively cutting off their own income. Whales have coins, but they dare not run—if they do, the buyback mechanism kicks in, propping up the price, and they end up missing out. Retail investors panic the most, but their chips are the most dispersed, so dumping doesn't cause a splash. The three parties mutually restrain each other, forming a subtle dynamic balance. This balance is not maintained by "community consensus" but is locked by economic interests. The most brilliant part is the 2026 "revenue buyback" transformation—it turns the game from a "zero-sum game" into a "positive-sum game." Previously, miners sold coins and retail investors took the risk; now the ecosystem profits, the treasury buys coins, and everyone is motivated to grow the ecosystem. The buying pressure has institutional backing and no longer relies on "faith." This is why CORE can survive in the BTCFi track, while a bunch of "technically stronger" projects have already died. Technology can be copied, but game theory structures are hard to imitate. Look at those that have already gone to zero9 DAYS OF ETF INFLOWS… BUT IS INSTITUTIONAL DEMAND REALLY THAT STRONG? 👀🔥
BTC ETFs pulled in $1.92B last week, while ETH ETFs added another $697M — their strongest run since October 2025.
On the surface, that looks extremely bullish. 🚀
But there’s a catch.
IBIT and ETHA are accounting for roughly 70–80% of the daily flows. That suggests the demand isn’t necessarily broad across institutions yet.
BlackRock is doing a LOT of the heavy lifting here.
#DailyOrbit The Fed may cut rates because the economy is weakening. At the same time, quantitative tightening (QT) may continue, banks may reduce lending, M2 may stagnate, and investors may flee from risk.
In this scenario: interest rates ↓, liquidity ↓ → $BTC falls.
Conversely, $BTC can rise amid high inflation and high interest rates if liquidity in the system increases.$BTC $ETH
Crypto surges 25%: Prelude to a new bull market or mid-cycle hype?
In mid to late August 2026, Bitcoin's price surged about 25% within just one week, rapidly climbing from around $64,000 to $65,000 near August 19 to approximately $80,000 to $81,000, once nearly touching or hitting the $81,000 mark intraday. Ethereum rose nearly 30% during the same period, with some altcoins even doubling in value, as the entire crypto market sentiment quickly awakened from prior dormancy. This rally was highly coincident with the U.S. Treasury's announcement on August 19 to at least double the scale of long-term Treasury buybacks from about $2 billion each time to over $4 billion, followed by Treasury Secretary Scott Bessent's remarks about possibly using the Treasury General Account (TGA, which then held nearly $940 billion). The market immediately focused on a core question: Is this the start of an accumulation phase in the second half of the mid-cycle year of the four-year cycle, or just a reactive rebound to short-term liquidity signals? How sustainable is it? The trend in the coming week will help determine this. If BTC does not fall below 76,000, a recovery rally is expected! If it falls below 76,000 with continued volume decline, it can basically be declared that this rise was just a strong bear market rebound ending! $SNDK previously experienced a violent market surge driven by concentrated funds rapidly pushing it up in the short term, but from its historical peak, it directly entered a cliff-like crash with zero support, with an overall retracement exceeding 99%. The market was continuously suppressed by relentless early-stage chip distribution selling pressure, unable to hold up for more than a few hours before being smashed through.
Peers in the same sector like $BICO, $BEAT, $ALLO, $KAITO, and $APR all precisely captured the active buying brought by the loose liquidity released in this market cycle. The rhythm was clear, but $SNDK didn’t benefit at all from the sector rotation dividends, completely detached from the entire sector’s upward momentum. Instead, it remains trapped in its own independent downtrend channel, steadily declining along the short-term moving averages. Currently, the market has not undergone multiple rounds of sufficient turnover, and the risk of blindly entering to bet on a reversal has already reached an extremely high level This is clearly evident in past cycles. Major bullish movements in $BTC have primarily occurred against the backdrop of a massive influx of money into the system: QE, fiscal stimulus, growth in M2, and increased lending.This round of $ETH rebound has a hidden trap underneath!
Why do I say that?
Because the price has risen, but there's no activity on-chain — in the past week, both transaction count and active addresses have dropped, which is typical of an ETF-driven market: what's being bought is ETH in stock accounts, not ETH used on-chain! Is the rise hollow? Judge for yourself!
Here's something: last year at this time, ETH staking rate was 28%, now it's 34.7%, with Staked ETH hitting a new high of 42.4M tokens. The more locked up, the less circulating; this slow variable is ten times more important than daily volatility. Stablecoins increased by +$4.1 billion in two weeks, which is real money.
Derivatives have been shaken out: 24h liquidations at $97.3 million, with longs contributing $75.8 million. ETF inflows have continued for nine consecutive sessions totaling $1.42 billion.
So how to play it?
Resistance at 2,500, support at 2,300 (key) and 2,146. The fundamentals are driven by three engines: ETF + staking + stablecoins, with short-term profit-taking and overbought pullbacks as two headwinds. Above 2,300, the bullish pattern remains unchanged
#ETH触及2500美元后震荡 #沃什强调通胀风险，9月加息预期升温 如果牛市是一场"活下来"的游戏，那大部分人其实在玩"谁先出局"……🚨 你有没有想过，真正让你亏钱的不是行情，而是行情太好时，你的胆子先膨胀了。 BTC 这两天稳在 8 万附近，现货 ETF 连续 9 天净流入，8 月累计吸金超过 30 亿美元——这不是散户的 FOMO，这是机构用真金白银在投票。SOL 依然是山寨里最强的 beta 收割机，资金也确实开始从 BTC 外溢，流向 ETH、SOL，甚至 ZEC 这种老牌币种。表面看，一切都很顺，对吧？ 但恰恰是这种"顺"，最危险。 价格涨得越快，贪婪长得比账户余额还快。你会开始说服自己"这次不一样"，想要满杠杆、追新币、抓住每一波热点——然后一次 5% 的回撤，就能把你几个月的利润全部带走。这不是吓你，这是衍生品结构里最常见的清算剧本：当永续合约的资金费率持续走高、未平仓量堆积在单边方向时，市场只需要一根阴线，就能连锁触发多头踩踏。 我现在的打法很简单：只做 BTC、ETH、SOL、HYPE 这几个核心标的，按风险等级分配仓位，绝不重仓押注任何一个。涨了，我有仓位；跌了，我还能睡着。这个市场不奖励最激进的人，它奖励的是能活到最后一集的人。Many people ask which coins have opportunities today. To be blunt, there is currently no market where you can just buy casually and make money. It's extreme differentiation now; the current market is extremely polarized, and there is no chance to make money by mindlessly buying. On one side, mainstream coins are under pressure from macro headwinds, while on the other side, hot Meme coins are rotating wildly.
Specifically, it can be divided into two parts:
· 📉 Mainstream coins and the broader environment under pressure: $BTC fell below 80,000, $ETH fell below 2,450 USD, mainly because the Fed Chair's hawkish remarks raised expectations of rate hikes, and tightening funds directly suppressed risk assets. In the past 24 hours, about $394 million worth of liquidations occurred across the network, with longs accounting for 75%, and those chasing the rally suffered heavy losses.
· 📈 Speculative funds cluster in Meme coins: Although overall weak, Meme coins on chains like Robinhood Chain and Solana have hit all-time highs against the trend. For example, PONS rose over 29% in 24 hours, and Lobster on BSC surged more than 87%. This indicates that existing funds have not left the market but have moved to play high-volatility short-term games.
This kind of "mainstream weak, Meme crazy" differentiation means that now it's a matter of judging the hotspots and speed of execution, not just vision. If you want to bet on a short-term rebound, focus on the rotation rhythm of Meme coins; if you want stability, wait until mainstream coins have fully digested the macro headwinds before acting. #BTC高位多空拉锯，黄金联动增强 #嘉信理财拟新增SOL、AVAX与LINK The price of Bitcoin at $80,000 is very interesting from a human nature perspective.
Let's talk about three types of people: BTC is now around $80,000, just broke through $80,000 two days ago for the first time in 15 weeks, up about 25% in the last 10 days, with a weekly increase once reaching 23%. After hitting $81,000, it pulled back to $78,000. It is still 36% away from the previous high of $126,000. The psychology at this level is exactly the most conflicted because $80,000 is not just a price, it is a psychological dividing line for three groups.
First group: Those who sold at a low or are out of the market (representative: Jiang Zhuoer)
Their fear is turning into greed. When it dropped to over $60,000, they didn’t dare to buy, saying "miners and exchanges will still be crushed"; now that it has risen 25%, their fear has changed direction—from "fear of falling" to "fear of missing out." This is the most typical psychological reversal at a threshold: the same person feels high risk when the price is 25% lower, but feels safe when the price is 25% higher because "the trend is confirmed." Every order chasing the price is essentially driven by fear, just dressed in greed.
Second group: Those who bought above $100,000 and have been stuck until now (representative: retail investors)
$80,000 means less loss for them. Their fear is that after finally recovering a bit, they don’t want to ride another roller coaster, so there is heavy selling pressure to break even above $80,000, which is why it pulled back after hitting $81,000. Their greed is different: holding on stubbornly, betting that since it has rebounded, it can return to the previous high. The greed of trapped holders is never about making money, but about refusing to admit mistakes.
Third group: Those who accumulated chips at a low price (representative: Bitcoin hoarders)
Floating profits of 20-30%, greed says this is the start of a new round, hold on! Fear says the bear market Bitcoin surge plus altcoin rally is a signal to escape the rebound and take profits;
From a human nature perspective, I believe there will be no big drop here. After some consolidation, it will definitely continue to surge; it’s impossible to fall for everyone to bottom fish.[Pharaoh's Market Watch]
What exactly did Waugh say last night? Is a September rate hike certain?
Pharaoh directly said he didn’t call for a rate hike but planted plenty of hawkish markers. The 16-page speech boiled down to three sentences: First, inflation remains the number one enemy; over half of the items in the PCE basket have risen more than 3%, and recent data shows no substantial improvement in core inflation. Second, the economy is strong, credit spreads are at historic lows, and "it's hard to describe current financial conditions as restrictive." Third, completely scrap forward guidance; the market shouldn’t keep staring at the Fed looking for the next move.
The market reacted more honestly than his words. CME data shows the probability of a September rate hike jumped from 35% straight to 50%-60%, the 2-year Treasury yield rose 10 basis points, gold plunged over $100, and Bitcoin was hammered down from 80,000 to 77,812.
Deutsche Bank added fuel to the fire, expecting 25 basis points hikes in both September and December. CME shows the probability of cumulative hikes of 50 basis points or more by December has surged to 51%. Former Fed Vice Chair Brainard put it bluntly: "This itself is a form of forward guidance, sounding like a search for a rationale to hike."
Pharaoh’s takeaway: Waugh didn’t call for a rate hike, but the hawkish markers are fully planted. Whether September hikes or not depends on August CPI data! $BTC $ETH $SOL #Waugh emphasizes inflation risk, September rate hike expectations heat up The Fed may cut rates because the economy is weakening. At the same time, quantitative tightening (QT) may continue, banks may reduce lending, M2 may stagnate, and investors may flee from risk.
In this scenario: interest rates ↓, liquidity ↓ → $BTC falls.
Conversely, $BTC can rise amid high inflation and high interest rates if liquidity in the system increases.AI capital expenditure is shifting from high-valuation chip leaders to storage infrastructure and vertical software. High interest rates and tightening US dollar liquidity are forcing the market to reassess asset realization efficiency and cash flow security.
The US stock AI earnings season shows clear sector rotation. Nvidia confirms strong demand for computing power, but its high valuation limits further premium space; Changxin Technology has turned profitable, and Hynix and Micron have full HBM orders, indicating that memory bandwidth and capacity are becoming the new infrastructure bottlenecks.
The driving variables are ranked as follows: enterprise-level AI software cash flow realization speed, storage chip capacity tightness, and macro interest rate pressure on high-valuation tech stocks. When US Treasury yields and the US dollar index fluctuate at high levels, gold and crypto assets remain highly sensitive to liquidity spillover from equity markets, with capital tending to flow from pure concept ends to software leaders with private domain data barriers.
Scenario One: The storage supply-demand gap continues to widen, combined with AI incremental revenue from software companies like Salesforce and CrowdStrike exceeding expectations. If US stock funds smoothly rotate from high-level chips to storage and application ends, improved risk appetite will stabilize the US stock market, thereby providing a relatively stable external macro environment for crypto assets through liquidity transmission mechanisms.
Scenario Two: The monetization speed on the vertical software side fails to match valuation premiums, or rapid release of storage chip capacity weakens price hike expectations. If the high interest rate environment persists and the US dollar strengthens, tech stocks will face valuation corrections overall, and rising market risk aversion may push funds toward gold, while crypto assets will be pressured by cross-market liquidity contraction.
The shift in pricing power of storage chips and software renewal rates are core to verifying whether rotation can continue. If US tech stock profit growth cannot keep pace with capital expenditure growth, the evolution of Federal Reserve interest rate policy will amplify price volatility of high-valuation assets.
In the next 7 days, key observations should focus on changes in trading volume of US storage leaders and vertical software stocks, as well as the extent of synchronized pullbacks in gold and crypto assets when the US dollar index breaks through key resistance levels.
#黄金ETF大额吸金，避险资金如何重配 #BTC高位多空拉锯，黄金联动增强Predicting the upcoming trend:
Cryptocurrency still hasn't truly broken the 4-year cycle. According to the bear market cycle, the bottom should be around mid-October. So this current rise, I firmly believe, is a rebound from the drop in May-June, not a reversal. I also opened a long position at 61,000, exited at 68,000, and then opened a short position.
I am still holding, despite some losses, I remain confident in my judgment. Following Wash's negative remarks on August 28, the price has dropped from 81,478 to 77,520. I think it will continue to fluctuate for a while or trend downward. The real big drop will happen after the Federal Reserve's interest rate decision on September 15, along with the cryptocurrency bill decision, which is likely to be negative news.
Only then will a new round of decline truly begin, probably breaking new lows by mid-October. I can't provide exact figures on how far it will fall, but I boldly predict this: the 2021 bull market peak was over 69,000, the 2025 bull market peak is expected to be 126,000, meaning roughly a 1x increase from the previous bull peak. The 2022 bear market bottom was over 15,000, so even if this round's bottom is three times the 2022 bottom, that would be around 45,000. Therefore, I boldly predict this round's bottom will be around 45,000.
I never believed that 57,000 in June was the major bottom. The market always follows the 80/20 rule. Currently, there is a lot of bullish sentiment, but the main players will only create such a market to surprise most retail investors. It's always easier to dump than to pump.Last night at 10 PM, Wash's speech brought a heavy bearish impact to the mainstream market, with both BTC and ETH dropping sharply, and over hundreds of millions of dollars liquidated across the network!!
The speech was hawkish, acknowledging that inflation remains high, clearly indicating that interest rates are still the main policy tool of the US government, far below market expectations. Whales and large holders retreated to cut losses, causing panic selling in the market.
Yesterday, BTC ETF funds saw a net outflow of $201.9 million, showing that many funds chose to hedge and exit before Wash's speech. $BTC
However, ETH ETF funds had a net inflow of $102.1 million yesterday, marking 12 consecutive days of strong inflows. $ETH shows clear accumulation, with market confidence noticeably higher than BTC. $ETH
After Wash released hawkish signals last night, the market has basically digested the panic sentiment. Although expectations for a September rate hike have increased, the long-term bullish sentiment in the market remains unchanged.
ETH did not break below 2400, indicating strong buying interest at the lower levels. Despite a sharp drop, many institutions and whales are still actively bottom-fishing ETH.
Fuxing remains bullish on BTC and ETH. Without the liquidity brought by US stock market openings over the weekend, the market will likely consolidate sideways. Future rises will depend on market sentiment and whether new funds enter.
Continuing to position in mainstream market trends and strong altcoins over the weekend. Those interested are welcome to discuss on the homepage. $BTC #沃什强调通胀风险，9月加息预期升温 $DOGE This bullish trend hasn't broken, but the Federal Reserve's recent tone is its biggest variable.
The Fed is overall hawkish; since the new chair Wash took office, they haven't eased up, keeping interest rates stuck at 3.5%-3.75%, with some internal discussions about raising rates. However, the August meeting minutes left a door open—the official judgment is that inflation will decline in the second half of the year, with gasoline prices dropping and core inflation slowing. This means rate cuts are not off the table, just postponed, and Citibank has already moved the first rate cut expectation to October. For the market, this is the "bad news fully priced in is good news" script: hawkish expectations are maxed out, and as long as inflation data shows some leniency, rate cut trades can reignite at any time.
Back to $DOGE itself, it dropped over 7 points on the 7th, but looking at 30 days, it’s still up 20%, indicating this pullback is more like a normal retracement after a rally, not a trend reversal. The move from 0.07 to 0.10 was a solid volume-driven advance; now it’s pulling back to around 0.085 with shrinking volume and sideways movement, a typical "resting" pattern. Bulls should watch the 0.082 previous low support—if it holds and the Fed’s tone turns dovish, liquidity expectations improve, this highly elastic asset often leads the rebound. Conversely, if September data surprises on the downside and rate hike talk resurfaces, then it’s time to retreat and not fight the central bank. The bullish strategy remains: buy the dip, don’t chase highs, and keep some position flexibility. $DOGE 通缩刚通过，巨鲸就连夜抢了32万枚$SOL 今天链上数据有点意思。两个巨鲸地址在过去10小时内，从币安和Kraken一共提走了318,718枚SOL，价值约3355万美元。 其中一个地址5p6zPz从币安提了281,446枚SOL（约2968万美元）。另一个地址3WzfuP从Kraken提了37,272枚SOL（约387万美元）。 但这个地址有意思的地方在于——它不是第一次这么干。 链上数据显示，这个钱包正是3月18日沉寂四个月后重新加仓的那个地址。当时浮亏超800万美元，照样继续买。如今同一地址再次加码，仓位均价大概率已被摊薄至100美元下方。 从6月巨鲸向交易所存入30.8万枚SOL认亏离场，到今天从交易所提走31.8万枚SOL——行为从“止损抛售”转向“越跌越买”。 时间点卡得也很巧。 昨天Solana验证者刚以67%支持率通过了SGP-0002“双倍通缩”提案，年通胀缩减率从15%提高到30%。提案刚过，巨鲸就来扫货了。 SOL现价约104美元，从8月中旬74-77美元反弹上来，涨了超过40%。过去24小时跌幅约2.73%，短线在消化获利盘。 主力28万枚从币安流出，是典型的From Computing Power Frenzy to Real Money: As AI Earnings Spread to Storage and Software, Who Will Be the Next Wave of Winners?
This round of AI earnings season has released clear signals of industry rotation.
NVIDIA has confirmed the hunger for computing power, ChangXin Memory Technologies turned profitable, Hynix and Micron have full HBM orders, and Salesforce and CrowdStrike’s AI revenues are also accelerating solidly.
This marks the official shift of AI investment from 1.0 "buy chips and build infrastructure" to 2.0 "who is truly making fiat money using AI."
In the inference and multi-agent collaboration phase, memory bandwidth and capacity have become core bottlenecks, driving storage chips to transform into customized computing power infrastructure. On the application side, companies no longer pay for concepts but for real tools that improve conversion rates and automate security. Software leaders with private domain data barriers are accelerating incremental gains.
Chip valuations are already high; future valuation re-ratings are more likely to occur in supply-constrained storage infrastructure and vertical software that can lock in customer cash flow.
Among chips, storage, and application software, which segment do you believe has the strongest commercial monetization potential?
#财报观察员：AI需求延伸至存储与软件 #StarkWare在BTC主网发首笔量子安全交易 The most noteworthy aspect of this transaction is not the "quantum resistance" itself, but that it was achieved without modifying a single line of Bitcoin's consensus code. QSB is not an "upgrade to Bitcoin"; it adds a hash lock to Bitcoin—running parallel to the elliptic curve signature, effectively providing a second layer of security for high-value holdings.
StarkWare researcher Avihu Levy developed the QSB scheme in his spare time and completed the first quantum-resistant transaction on the Bitcoin mainnet. Transaction ID 305a24..., block 964,199, mined by MARA Pool. The sender used "signature grinding" technology, attempting millions of times until the transaction hash itself happened to match a valid signature format, switching security from elliptic curve to hash function. Cost: $150-200, took several hours.
This is not a protocol upgrade. This transaction is non-standard format; ordinary nodes will not relay it and it must be packaged through a miner-exclusive channel. If the public key is already exposed, QSB cannot help. Its significance lies in proving that a certain degree of quantum resistance can be achieved without a soft fork. BIP-360 and BIP-361 are still under discussion, and Google has called for post-quantum transition to be completed by 2029. QSB is costly and slow, so it cannot be popularized for everyday transfers, but it offers large holders an option to "lock holdings first without waiting for protocol changes." $SNDK previously experienced a violent market surge driven by concentrated funds rapidly pushing it up in the short term, but from its historical peak, it directly entered a cliff-like crash with zero support, with an overall retracement exceeding 99%. The market was continuously suppressed by relentless early-stage chip distribution selling pressure, unable to hold up for more than a few hours before being smashed through.
Peers in the same sector like $BICO, $BEAT, $ALLO, $KAITO, and $APR all precisely captured the active buying brought by the loose liquidity released in this market cycle. The rhythm was clear, but $SNDK didn’t benefit at all from the sector rotation dividends, completely detached from the entire sector’s upward momentum. Instead, it remains trapped in its own independent downtrend channel, steadily declining along the short-term moving averages. Currently, the market has not undergone multiple rounds of sufficient turnover, and the risk of blindly entering to bet on a reversal has already reached an extremely high level $SNDK previously experienced a violent market surge driven by concentrated funds rapidly pushing it up in the short term, but from its historical peak, it directly entered a cliff-like crash with zero support, with an overall retracement exceeding 99%. The market was continuously suppressed by relentless early-stage chip distribution selling pressure, unable to hold up for more than a few hours before being smashed through.
Peers in the same sector like $BICO, $BEAT, $ALLO, $KAITO, and $APR all precisely captured the active buying brought by the loose liquidity released in this market cycle. The rhythm was clear, but $SNDK didn’t benefit at all from the sector rotation dividends, completely detached from the entire sector’s upward momentum. Instead, it remains trapped in its own independent downtrend channel, steadily declining along the short-term moving averages. Currently, the market has not undergone multiple rounds of sufficient turnover, and the risk of blindly entering to bet on a reversal has already reached an extremely high level $SNDK previously experienced a violent market surge driven by concentrated funds rapidly pushing it up in the short term, but from its historical peak, it directly entered a cliff-like crash with zero support, with an overall retracement exceeding 99%. The market was continuously suppressed by relentless early-stage chip distribution selling pressure, unable to hold up for more than a few hours before being smashed through.
Peers in the same sector like $BICO, $BEAT, $ALLO, $KAITO, and $APR all precisely captured the active buying brought by the loose liquidity released in this market cycle. The rhythm was clear, but $SNDK didn’t benefit at all from the sector rotation dividends, completely detached from the entire sector’s upward momentum. Instead, it remains trapped in its own independent downtrend channel, steadily declining along the short-term moving averages. Currently, the market has not undergone multiple rounds of sufficient turnover, and the risk of blindly entering to bet on a reversal has already reached an extremely high level $BTC $ETH $SOL | THE RALLY IS COOLING — DON’T CONFUSE A PULLBACK WITH A REVERSAL.
After $BTC reached $81.3K, $ETH reclaimed $2.5K, and $SOL approached $110, the market is now absorbing profit-taking and deleveraging.
$BTC is around $77.5K, $ETH near $2.43K, and $SOL around $104. The $78K area for $BTC and $2.4K for $ETH remain critical. Hold these levels#WalshInflationRisk #BTCGoldCorrelation #SchwabExpandsCrypto Solana's approval of SGP-0002 is less a supply shock than a test of network economics. The vote, backed by about 176M SOL and roughly 67% of voting weight, only narrowly cleared the two-thirds threshold, while implementation still requires development and a mainnet upgrade.
Slowing issuance by about 18.9M SOL over six years may reduce dilution, but the stronger signal will be whether fee revenue can replace lower new-token rewards without weakening validator participation. That trade-off matters more than the headline vote. Not advice, just analysis.
#SolanaInflationVoteCurrently, $BTC's weekly large bullish candle has proven that the bulls are back!
This week, BTC reached a high of 81,500, leaving a long upper shadow on the weekly chart, indicating significant selling pressure above 80,000.
The biggest short-term issue is just one: the rise has been too fast!
The KDJ's J value is close to 99; if it pulls up further at this level, the risk-reward ratio is no longer as comfortable as before. A pullback would be healthier.
Next, I am only watching:
If it can hold steady between 73,500 and 75,000, it would be a strong consolidation;
If it stabilizes between 70,000 and 72,000, that would be a comfortable mid-term entry zone;
If 70,000 is broken, then look down to 65,000–68,000.
Also, ETFs!
Previously, ETFs had continuous large inflows, which was a very important source of spot buying for this rally. Yesterday, net outflows reappeared, indicating institutional divergence.
Combined with the Nasdaq's pullback, rising 2-year US Treasury yields, and a rebounding dollar, it won't be easy for BTC to break the previous high directly.
So I will wait for it to firmly hold above 85,000, while ETFs resume sustained inflows and interest rate expectations cool down; then there will be a chance for 88,000–92,000.
#沃什强调通胀风险，9月加息预期升温 As the US-Iran war enters its 6th month and the average gasoline price in the US breaks $4, Trump claims that the US has reached a Venezuelan oil agreement, gaining majority control of 17 oil fields in Venezuela with proven reserves exceeding 6.5 billion barrels through cooperation with private enterprises. According to Ajian, this "largest oil deal in world history" might be Trump's winning move to ease domestic inflation pressure.
6.5 billion barrels account for one-fifth of Venezuela's reserves. If implemented, global oil pricing power will completely return to Washington. This is basically an open exchange of resources for votes in the next election. However, based on my experience passing through Venezuela, the infrastructure is as bad as or worse than Africa's. It may take several years from reaching the agreement to actual oil production, so the short-term impact on oil prices will be limited.
Ordinary traders only need to understand that oil is not just energy but also a political asset in an election year, especially during the current global energy turmoil. Whoever controls proven reserves holds the ultimate authority to interpret inflation. It is worth paying some attention to energy stocks like Chevron $CVX, which are deeply involved in Venezuelan operations.A scene of ice and fire is unfolding.
Is Ethereum following Bitcoin’s lead,
or is the rising dollar directly draining the entire pool?
The answer is obvious.
Bitcoin dropped from 81,000 to 77,000, and Ethereum followed from 2526 down to 2405.
But the problem isn’t here.
The problem is that the ETH/BTC exchange rate has fallen to 0.0296, hitting a multi-year low.
Honestly, I stared at this number for a long time, feeling quite uneasy.
When Bitcoin rises 1%, Ethereum only follows by 0.3%, and when Bitcoin falls, Ethereum falls even harder.
This pattern shows that funds do not treat Ethereum as a mainstream asset for allocation; it’s purely used as a leverage tool.
Yesterday, once Powell spoke, the probability of a September rate hike shot up to 60%.
The dollar strengthens, liquidity tightens, and all risk assets are under pressure.
Ethereum, being the most sensitive to liquidity, is the first to get hit.
I’m wondering, how deep will this downturn go?
In the past 24 hours, total liquidations have reached $378 million; during non-peak trading hours, liquidity is insufficient, and high-leverage positions collapse at the slightest touch.
Over $100 million was liquidated within one hour.
Ethereum’s open interest remains high; if it continues to drop, the stampede will only get worse.
From 2526 down to 2405, this is not the end, just the prelude.
If 2400 doesn’t hold, the next support is 2300.
Bitcoin can’t carry Ethereum, and the dollar is still rising.
This situation is very unfavorable for the bulls.
$BTC
$ETH
$ZEC
#BTC高位多空拉锯，黄金联动增强 现在的盘面其实比单看涨跌更有意思。 $BTC 从前几天 $81K上方回落到 $77K–78K附近，核心原因已经比较明确：美联储主席 Kevin Warsh 在杰克逊霍尔讲话偏鹰，市场重新提高了对9月加息的预期，风险资产一起承压。 但我现在反而不想把注意力全部放在BTC跌了多少。 真正值得观察的是：BTC回调以后，资金有没有彻底离开加密。 目前市场并没有出现那种“所有资产一起失去流动性”的崩盘结构。BTC跌破$77K后已经出现回收，ETH、SOL等也仍然维持在近期关键区域附近。市场更像是宏观预期突然变差之后的一次重新定价。 所以接下来我会把市场分成三类。 第一类：还能扛住的。 比如 $BTC、$ETH、$SOL。 $ETH现在大约 $2.48K附近，$2,400–2,450是我比较关注的支撑区；如果后面重新站回$2,500，说明这次回调的承接还不错。 $SOL则更值得观察。前面它已经明显跑赢BTC，现在回落到$100附近以后，如果能守住这个区域，反而可能成为下一轮风险偏好恢复以后最先反弹的资产。 第二类：基本面还在，但短线需要等。 $LINK、$AAVE、$UNI、$ONDO。 这些币的Wash turned hawkish last night at Jackson Hole!! The exact words were "We still have a lot of work to do," with inflation remaining the top priority. The probability of a rate hike in September surged directly from 35% to 57%.
Meanwhile, $BTC dropped from the overnight high of 81,455 down to 76,877, closing at $77,557, a single-day drop of 3.39%. It is now quoted at 77,650, with 24h volume of $32.54B. The entire market saw 481 million liquidated in 24h, with longs contributing $360 million—leverage once again acted as fuel.
One thing: during the speech last night, I was watching the order book. At the moment 80K broke, over three thousand short contracts were liquidated in five minutes—that was a programmed stop-loss cascade, not people selling. The ETF side also broke: on 8/28, $202 million was withdrawn, ending nine consecutive days of inflows. But the nine-day cumulative base of $2.8 billion remains, with total ETF assets at $100.9B.
If the short-term support at 76K-77K doesn't hold, look to 73,670-75,157. It's the weekend, don't mess around, wait for Monday!
#沃什强调通胀风险，9月加息预期升温 #BTC高位多空拉锯，黄金联动增强 Walsh’s first Jackson Hole keynote comes as the Fed faces a tough trade-off: inflation remains above 2%, while jobless claims have fallen to 203,000. The key issue isn’t hawkish vs. dovish—it’s whether Walsh can establish a clear, reusable policy framework. Without one, markets may keep repricing Fed-Treasury dynamics, driving volatility across the dollar, Treasuries, gold, and Bitcoin.#WalshInflationRisk #BTCGoldCorrelation #SchwabExpandsCrypto Nine straight days of ETF inflows — but there’s more to the story. 👀
Last week, BTC ETFs pulled in $1.92B, while ETH ETFs added another $697M — their strongest run since October 2025.
Sounds bullish, right? 🔥
But here’s the catch: IBIT and ETHA are capturing roughly 70–80% of daily flows.
That means this might not be a broad institutional wave just yet.
BlackRock is doing a lot of the heavy lifting.
#DailyOrbit $CORE Many people misunderstand; the real bottleneck for CORE is not popularity, but liquidity depth
The flood of posts by external bloggers can bring short-term buying pulses, but it’s hard to solve a long-term problem: order book depth.
Recently, after observing multiple rounds of rallies followed by pullbacks, a very obvious phenomenon appears: during slight rises, buy orders come quickly; but once someone places a large sell order, the price shows significant slippage. This indicates that the market’s incremental volume is mostly retail sentiment-driven, and professional market makers’ deep positioning is not yet fully in place.
lstBTC’s liquidity itself is steadily improving, but the secondary market liquidity of the CORE token is a separate matter. Market makers usually enter on a large scale when one of two signals appears: either a major product is officially announced with a clear valuation anchor; or a large institutional asset manager explicitly states they are researching the ecosystem.
Popularity can spike overnight, but liquidity accumulation happens slowly over months and quarters.
So the current market easily experiences pulse-like surges followed by volatile pullbacks. It’s not that the project is weak, but the market depth isn’t thick enough yet. Rather than chasing every rally, a more valuable indicator to track is whether the slippage on large orders is consistently narrowing and whether the order book depth is genuinely improving.
$CORE#OKExPlanetYesterday (August 28, 2026), after Fed Chair Kevin Warsh delivered his Jackson Hole debut speech at the global central bank annual meeting, Bitcoin (BTC) and gold indeed experienced a rare simultaneous sharp decline. $BTC once fell to around $77,000, down more than 3.5% in 24 hours, and gold $XAU fell over 2% in the same time, once falling to around $4,500. I believe this decline is not due to gold's failure as a safe-haven aversion or a BTC trend reversal, but rather the market's repricing of interest rates. (1) Why did both assets fall together? Warsh's hawkish remarks quickly raised market expectations for continued Fed tightening. Several data points have already made the logic clear: • BTC: once fell to around $77,000, down over 3.5% in 24 hours
• Gold: At one point fell more than 2%, falling back to around $4,500
• U.S. Treasuries: 2-year yield rises to about 4.35%
• US Dollar: Strengthening in Sync So funds are trading as: rate hike expectations ↑ → US Treasury yields ↑ → USD ↑ → Real interest rates ↑ → BTC/Gold under pressure So the simultaneous decline actually shows that BTC and gold are sharing more and more macro liquidity pricing logic. (2) The market has actually already risen early. This was the key reason for yesterday's sell-off. Before Walsh's speech: BTC: 64,000 → $80,000 Gold: Breaking through $4,600 Both asset classes had already traded some "future liquidity improvements" in advanceWalsh’s first Jackson Hole keynote comes as the Fed faces a tough trade-off: inflation remains above 2%, while jobless claims have fallen to 203,000. The key issue isn’t hawkish vs. dovish—it’s whether Walsh can establish a clear, reusable policy framework. Without one, markets may keep repricing Fed-Treasury dynamics, driving volatility across the dollar, Treasuries, gold, and Bitcoin.
For analysis only, not investment advice. #WalshPolicyFramework
#WalshInflationRisk #BTCGoldCorrelation 📰 【Cai Wensheng: AI changes productivity, Web3 changes production relations, the most valuable asset in the future is data】
BlockBeats news, on August 29, at the "AI × New Finance—Innovation Global Tour Hong Kong Station and Yangtze River Stars Program Launch" event, angel investor and CAI Holdings chairman Cai Wensheng stated that AI essentially changes productivity, while Web3 is closer to changing production relations. He believes that if there is only efficiency improvement brought by AI without changes in finance and production relations, the new technology cycle still lacks an important link. Cai further judged that humanity is moving from an industrial society and information society into a data society, and the truly most valuable resource in the future will be data. For enterprises, AI should first be used to improve existing business and organizational efficiency, and then create new business models on this basis...
Every time Boss Cai speaks like this, insiders know that the old opportunist’s intuition is sharper than anyone else’s. When he says "data is the most valuable asset in the future," the statement itself is not new; what’s new is that he deliberately chose Hong Kong as the venue to say it—those who understand know it’s aimed at compliant funds and traditional capital.
Hearing this kind of talk often makes it clear that big players’ statements are often not to spread truth but to set the tone for the sector. What’s really worth paying attention to is the direction hidden behind the words—whether narratives like data circulation, privacy computing, and decentralized storage will be revived. Once narratives attract funding, activity will first appear on-chain, followed by various shell concepts and Meme projects emerging.
The most common mistake retail investors make is rushing into the secondary market to take over positions just because a big player says something. Data is indeed valuable, but what’s valuable is not that vapor project, but projects that can truly run business. At this stage, watch more and act less; wait for the liquidity inflection point.
What do you think—is this wave in the data sector pure narrative or is there something real? Which other on-chain projects are secretly working on data-related activities? Add clues in the comments below.👇👇👇
$BTC $ETH $XRP After breaking 77,000, everyone is asking: will it continue to fall? My judgment is: there is still short-term downward momentum, but the "bottoms" of the three major mainstream coins are not on the same dimension—their narrative logic is diverging sharply.
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First, look at the looming threat: the September rate hike
Goldman Sachs says a rate hike in September is "extremely unlikely," but the market clearly isn't buying it. After Wash's speech, the rate hike expectation jumped directly from 35% to 50%-60%. Citadel predicts the Federal Reserve will take a more hawkish stance in 2026-2027. The rising rate hike expectations put direct pressure on non-yielding assets like Bitcoin, increasing holding costs, and funds may flow back from risk assets to short-term bonds. But HTX researchers point out a deeper logic: the valuation constraints on crypto assets are shifting from policy rates to long-term yields—meaning even if there is no rate hike in September, as long as long-term yields do not fall, the pressure remains. $SOL $ETH $BTC #沃什强调通胀风险，9月加息预期升温 #BTC高位多空拉锯，黄金联动增强 #嘉信理财拟新增SOL、AVAX与LINK Just said the bull market called hackers back to work, and today there was a harsh one: piggybacking on Trump to post a Meme, $GOLD plummeted 96% in 1 minute!
Today, Trump-related account realtrumpcoins suddenly promoted $GOLD, and many thought the "official concept" had arrived.
But a check on-chain showed: the developer holds 600 million tokens, and 15 new wallets took another 224.5 million tokens, totaling 82.45% of the total supply.
Then the promotional tweet was deleted, and $GOLD plummeted 96% in 1 minute.
The account also claimed to have profited $8.2 million from $GOLD — note, this is only their own statement and has not been independently verified.
The most important takeaway from this is:
A celebrity account is real, but that doesn't mean the coin they promote is real.
Next time you see a celebrity suddenly posting a Meme, don't rush in; first check the account, then check the token distribution.
$TRUMP Key focus: Warsh's hawkish signals | BTC ETF ends consecutive inflows | ETH/SOL relative strength | ZEC ETF cash-out | HYPE unlock | ENA buyback reform | AI chip collective differentiation | AVGO earnings report takes over Core analysis: • What Jackson Hole truly changed was not "whether rates will be cut in September," but the market restarting to price interest rate risk. Fed Chair Kevin Warsh continued to emphasize inflation targets and policy constraints in Jackson Hole's speech. After the speech, market expectations for a rate hike in September sharply rose, with the 2-year Treasury yield briefly rising rapidly and the 10-year yield returning to around 4.69%. On Friday, U.S. stocks showed clear divergence: the S&P 500 $SPY fell 0.25%, the Nasdaq $QQQ fell 0.52%, NVDA fell 4.6%, and MRVL plunged 10.3%. This shows that the market is no longer trading simply "whether AI demand is good," but whether AI assets can withstand higher discount rates. The same applies to crypto: previous BTC gains were driven by Treasury buybacks, ETF inflows, and short covering, but after the dollar and short-term interest rates rose again, BTC faced a real macro stress test for the first time. • BTC's structural changes deserve close attention: net ETF inflows were interrupted for nine consecutive trading days, BTC fell below $78,000, but ETH, XRP, and SOL were similar$CORE circulation jumped from 60.19% to 63.65% in just one day — a 3.46% increase. 👀 That means a significant amount of previously locked $CORE has entered the market, increasing the amount of tokens that can potentially be sold. The bigger question is: what will the project team do next? From my perspective, the project has repeatedly relied on a few familiar strategies: ① Unlock gradually, not all at once
Wait for $BTC to recover and market participants to expect a rebound, then distribute un