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📂 20U Live Trading Record 062
💰 Principal: 20U
📉 This trade's profit: Currently at a floating loss
✅ Cumulative profit: About +40U
📌 Current position: $SOL Long
SOL has dropped below 100, current price 99.74, down 3.77% in 24 hours. Opening price was 103.53, currently a floating loss of about 3.6%.
First, let's talk about the reason for the drop.
The FOMC starts today, with the decision announced at 2 AM Beijing time tomorrow morning. The market has priced in a 79%-90% chance of a 25 basis point rate hike. What really makes investors hesitant is not whether the hike will happen, but the dot plot — the market has already digested this hike, but no one knows how many more hikes will follow. As the most elastic risk asset, crypto naturally pulls back first.
Now, looking at the market structure.
SOL contracts saw $17.94 million liquidated in 24 hours, with longs accounting for $17.22 million, or 96%. The long-short ratio is 0.899, with slightly more short accounts. Leveraged longs are being liquidated en masse, which is the flip side of the price drop.
But there is one signal worth highlighting separately.
Pantera Capital founder Dan Morehead said in a CNBC interview today that the company holds $1.1 billion worth of SOL, making it their largest holding. His exact words were, "Solana is the fastest and highest-performing blockchain."
A $1.1 billion largest holding, publicly stated on the day of the FOMC. This is not meant for short-term traders. Besent said, "We do not set an equilibrium price for the yield level."
To short-term traders, this translates as: I've taken action, but I don't guarantee it will work.
Last week, the Treasury conducted the largest repurchase, yet yields still rose. Then he turned around at the hearing and said, "One can imagine what would happen if no measures were taken," and cited "the two most successful auctions in 20 years."
My first reaction was that this logic is familiar. It's like when I averaged down but the coin price kept falling, and I told myself that if I hadn't averaged down, the drop would have been worse.
The problem is, when I average down, I lose my own money. I don't really want to think about whose money he is losing with the repurchase.
So now, should we focus on the yield, or watch the market move before he speaks next?
#10年期美债收益率突破5% $HYPE #AI发展焦虑升温，芯片股集体走弱 AI development anxiety is rising, and chip stocks are collectively weakening. XNVDA fell 0.21%, ANTHROPIC only slightly rose 0.01%. The once invincible AI narrative is now facing the test of reality.
Where does the anxiety come from? First, the arms race in computing power is burning money too fiercely, but the return cycle is getting longer. Second, the speed of AI application landing is below expectations; apart from chatting and drawing, truly scalable monetizable scenarios are still being explored. Third, regulatory pressure is beginning to show, with countries all pondering how to put reins on AI.
For the crypto industry, this may not be a bad thing. As centralized AI giants start to be questioned by capital, decentralized computing power, distributed AI training, and data privacy protocols have a chance to be re-examined. If the end of AI is monopoly, crypto is the variable that breaks the monopoly. The weakening of chip stocks may be the prelude to capital seeking new narratives. Don’t just focus on Nvidia; go see what on-chain AI projects are doing.🔥 Double Thunder Countdown: CLARITY + FOMC, tonight is not a gambling table, it's a battlefield!
$BTC $ETH Two Thunderbolts, Chain Explosions Within 48 Hours. The market is already smelling blood, but this time, there's a new layer of uncertainty that hasn't existed before.
First warning: CLARITY Act—Procedure votes ≠ pass, but it is changing expectations
At 14:15 Beijing time on September 15, the Senate held a motion to end the debate on the CLARITY Act, requiring 60 votes to advance. The Republican Party has 53 seats, and at least seven Democrats must defect to meet the threshold.
But unlike before, on September 14, Senate Republicans released the final 635-page text of the bill, including 126 Democratic amendments, changing stablecoin reward limits to conditionally triggered and adding the strictest official holding ban ever—federal officials and their spouses are prohibited from holding more than $15,000 in token company equity. This isn't just minor tweaks; it's a systematic alignment of the biggest points of contention on the eve of the vote.
#本周FOMC揭晓, can rate hikes materialize? #AI发展焦虑升温, chip stocks collectively weakened by $#BTC现货ETF三日流出近4 50 million Tug of war before the vote: Who is the toughest among BTC, ETH, XRP, and ZEC?
#ThisWeekFOMCReveal, will the rate hike land?
Similarly, at the tug of war before the CLARITY vote, BTC is at 76,000, ETH around 2,412, but XRP and ZEC have completely different resilience.
#AI development anxiety heats up, chip stocks collectively weaken
$BTC at the 76,000 lifeline, a cornerstone, with heavy institutional holdings, is the most resistant to decline among the four, but if it breaks, it drags the whole market down; ETH around 2,412, down 3.8% leading the decline, with ecosystem funds flowing out, is the most fragile; XRP has a compliance narrative, directly related to the CLARITY bill, with special funds focusing on it before the vote, highest relevance to the bill, and depends on the vote outcome; ZEC is in the anonymity track, has thematic elasticity, funds tend to target it first when rotating, but no catalyst before the vote, and the pulse faded in one day. The resistance ranking is BTC > XRP > ZEC > ETH.
#CLARITY vote disagreement unresolved
If CLARITY passes, $XRP will benefit the most with the strongest rebound, followed by ZEC; if it doesn't pass, $ETH will break first, XRP will follow the sell-off, and ZEC will decline slowly. Before the vote, XRP is the direct battleground for the bill; if you want to gamble, keep a small position in it; if not, bet on $BTC holding 76,000. 现在更像是洗筹和博弈交错的阶段，不是舒服的追涨窗口。 你也在盯那几个被反复揉搓的小币吗？ 这两天我一直在看 $BEAT，价格就在 0.082 附近磨，已经横了整整两日。表面是走平，实际更像在消化前面那根断掉的支撑。之前 0.12 一带被跌破，那个位置从托底变成了压力，很多人是在那里受伤的，所以现在每一次往上蹭都会遇到解套盘。这个细节很重要，它决定了反弹是修复还是逃命。 今天让我留意的不是 $BEAT 本身，而是旁边两个同类结构。$CNPY 今天推过了 0.35，$AEON 也从低位回到 0.053 附近。它们前段同样被砸得很散，洗到没人愿意接的时候，反而出现了支撑，然后才开始往回走。这个顺序说明一件事：市场现在交易的不是叙事扩张，而是抛压有没有真正枯竭。谁能证明自己洗不动了，谁才有资格反弹。 把这条逻辑接到大盘上，BTC 和 ETH 只要不出现急跌，这类小市值就会继续用横盘换时间，资金偏好还是偏短、偏快、偏试探。对山寨来说，这是修复窗口，不是普涨窗口。$BEAT 如果能在 0.082 附近守住，并且量能慢慢缩下来，那它有机会复制 $CNPY、$AEON 的路径，先被怀疑，再被重新定价。Don't overthink it! Suppose the "Crypto Clarity Act" doesn't pass tonight temporarily, BTC won't experience a sustained sharp decline.
#CLARITY投票前分歧未解
It's simple, the recent rise in BTC wasn't originally because the "Crypto Clarity Act" passed.
On the contrary, since July, @Polymarket's predicted probability of its passage has almost been declining continuously.
If it didn't rise due to expectations of the bill passing, how could it keep falling just because the bill temporarily didn't pass?
Interest rate hikes and the dot plot have a bigger impact because they affect liquidity.These two bullish candles look like a joint recovery, but I don't want to give the same report card to BTC and ETH.
At Beijing time 01:00–02:00 on September 16, OKX spot BTC closed at about 76960 USDT, ETH about 2441, both up nearly 0.8%.
The difference lies in where they rose to: BTC surpassed the highest point of the complete four-hour candle from 20:00 to 00:00 last night during the session, but the close retreated back to the original range. ETH's highest price in this hour hasn't even touched its own four-hour upper boundary.
One reached the edge of the cookie jar but didn't get the cookie; the other is still reaching from below. Just looking at the similar percentage gains, it's easy to overlook this progress gap.
So I acknowledge BTC first tested a further position, but the evidence is still lacking to say it has "already led the charge out." If it can close outside the old range later, that step is confirmed; if it retreats back to the previous hour's range, the recent improvement must be reconsidered. ETH needs to see if it can close the distance.
As of Beijing time 02:05, both coins are still within the aforementioned four-hour range. The 02:00–03:00 and 00:00–04:00 candles are incomplete, so I won't grade them yet.
For informational purposes only, not investment advice. Official 30-minute 1TB battle report, $TAO only moved from 224 to 226.3
The official battle report is out — Subnet Beam consumed 1TB in 30 minutes, $TAO only lifted from 224.0 to 226.3. I'm slightly bullish — low buy above 224.7, exit if it falls below 220.7.
Event — Bittensor officially announced Subnet 105 for programmable bandwidth. Transmission — AI bandwidth is real usage, valuation anchor shifts from storytelling to actual usage; the market is weak, 55 down 13 up, BTC 77038 hovering below the 7-day moving average, making it hard for positive news to materialize.
After the event, only +1.03%, volume ratio 0.796 — the market is not overheated, which is the confidence for low buying.
Resistance above: 227.9 (1h SAR) → 242.07 (24h high)
Support below: 224.7 (15m support) → 220.7 (24h low)
Watershed: 224.7. Holding this level validates low buying; breaking below targets 210.8 (Bollinger lower band).
Conclusion: A consolidation market supported by the event; only a volume breakout above 227.9 counts as bulls taking over. Action — place low buy orders between 224.2 and 224.7, exit all if it breaks below 220.7, add positions if it rebounds above 227.9. This report only discusses data, stay tuned and don't get lost.
$TAO $BTC今晚凌晨2:15，美国参议院将对《CLARITY法案》进行程序性表决。这一票，可能决定美国加密监管未来四年的走向。 先说清楚，这不是最终表决。 这次投票叫“终止辩论动议”，需要60票才能过关。共和党只有53席，至少需要7名民主党人倒戈。如果今晚输了，法案在第119届国会剩余任期内基本宣告结束，下一次机会可能要等到2027年甚至更晚。 共和党拿出了最大诚意。 9月10日发布的修订文本纳入了民主党要求的126项实质性修改。特朗普已同意公职人员加密伦理限制，禁止联邦民选官员、法官及其配偶持有“实质性加密金融利益”，需强制剥离或转入盲信托。执行权同时授予州检察长和司法部。参议员Lummis称这是“美国历史上最严格的伦理约束”。 但民主党还在犹豫。 核心分歧在执行权。多名民主党参议员担忧，更新后的措辞仍将阻止州总检察长直接对总统提起诉讼或采取执法行动，且政府道德办公室可发布通知允许高级官员继续维持加密业务关系。民主党在投票前最后一刻提交了反提案。 白宫加密顾问Patrick Witt称，共和党已“竭尽全力”，几乎已无修改余地。但参议院最终行动取决于议员们的决定。 Polymarket数据剧烈波动The payment revolution has been hyped for so long, yet tonight the most stable is actually Visa: What exactly is the difference between XRP and PYPL?
$XRP is currently around $1.39, after surging to $1.49 during the day and then retreating, down about 0.7%; $PYPL is around $53.56, down 0.9%; $V is about $373.67, down only 0.4%. All three can be described as "digital payments," but the capital invested is fundamentally not in the same thing: XRP trades token demand and liquidity, PYPL trades users, profits, and the imagination around PYUSD, while Visa trades the fee-earning capability of a global payment network.
The most common mistake is treating XRP as Ripple's stock or treating PYPL purely as a stablecoin concept. The stories can leverage each other, but cash flows cannot be mixed. If XRP holds $1.37 and recovers to $1.42, it has a chance to retest $1.49; PYPL first needs to hold $53.4 and break back above $54.3 to consider the downtrend stopped; Visa holding $372.6 remains the most stable card among the three.
Looking ahead upward, watch for XRP to increase volume first, PYPL to reclaim the intraday high, and Visa to break through $376; downward, watch for XRP to lose $1.37 first. The payment revolution is not just about whose story is newer, but ultimately about who can turn every transaction into real revenue.$BB current price 0.008, 24h -3.03%, trading volume 0.7M. Comparison within the same sector: COTI is also in a bearish arrangement with MACD histogram at -6.74e-05, BIO also has MA5<MA20 and MACD turning bearish, while BB's MACD histogram +3.5e-06 is the only bullish momentum among the three, RSI 46.9 is not oversold, relatively resistant to decline and recovers faster. Greed index 69, funding rate +0.005%, bullish sentiment is not overheated.
Directional bias: bullish. Entry at 0.00790-0.00795 (Bollinger lower band support at 0.0078955), take profit 1 at 0.00814 (Bollinger upper band), take profit 2 at 0.00820 (extension above MA20), stop loss at 0.00785 (exit if it breaks below the lower band and RSI falls below 45). Also monitor concurrently: $TRX, $JUV, the latter relatively stronger than BB but still weaker than the overall market.
(Personal opinion, for reference only, does not constitute any investment advice. Contract risk is extremely high, please strictly control position size.)
[Data]
Token: BBUSDT
Direction: Long
Entry: 0.00790-0.00795
Take Profit 1: 0.00814
Take Profit 2: 0.00820
Stop Loss: 0.00785 You have thoroughly dissected the essence of tonight's event; it is completely different from the textbook "rate hike = bearish".
*The core point is this: this time it's a passive rate hike, not an active tightening.*
$CL 101 + RSI 82, you hit the key point. The FOMC is not hiking because the economy is overheating; it is forced to due to being held hostage by oil prices. If it were a rate hike due to economic overheating, $XAU wouldn't fluctuate by only 0.06%. Gold staying still is saying: I don't believe this is the start of a new tightening cycle; I believe this is a one-time move to deal with oil prices.
So $BTC 75557->77155 stuck at the 76000 leverage defense line, your rebound logic is correct: it's not betting on no hike, it's betting on "the bearish news is fully priced in."
*Now your ultimate question: if the dot plot shows a second hike, a second one within the year, how long can this logic hold?*
Not more than 48 hours.
The script is very clear:
*Tonight at 18:00 two types of rate hikes*
1. *Dovish rate hike (one hike then stop)* = your "bearish news fully priced in" holds
BTC directly stabilizes at your mentioned 81K-82.15K, ETH surges to 2.65K, ZEC with its privacy repricing takes off. Gold will move then, catching up.
2. *Hawkish rate hike (dot plot implies another one within the year)* = the "bearish news fully priced in" logic is instantly falsified
Because the market has only priced in 90% of one hike, not priced in the second.
The second hike is when your short position with a $21,000 unrealized profit last week is at its fattest, and BTC's 76000 defense line will definitely break,#AI development anxiety heats up, chip stocks collectively weaken
I am the mid-term intelligence guy. Today, with "AI development anxiety heating up and chip stocks collectively weakening," storage chain stocks like $SNDK are also dragged down by sentiment, and short-term funds are scared off, but I am not worried.
From a mid-term perspective, SanDisk's logic is not about "whether AI will add orders tomorrow," but about the storage cycle + AI inference edge-side volume growth + NAND supply clearance. After HBM hype and DDR5 hype, then enterprise-level SSD and edge-side NOR/NAND, SanDisk will sooner or later benefit from the AI storage power dividend.
The short-term valuation cut is because the market fears a capital expenditure downturn and fears AI narrative falsification. When the chip sector falls, all follow suit and kneel; this is emotional beta, not SanDisk's fundamental alpha collapsing.
My strategy: don't chase the dip; hold the base position as long as the weekly line doesn't break; if it really falls to a comfortable valuation zone, reverse and add positions. The short-term guy watches panic; the mid-term guy watches capacity, inventory, and price cycles.
AI won't stop; it just shifts from "competing in computing power" to "competing in storage power." For stocks like SanDisk, the panic is intraday, but I profit from the cycle.
$BTC
$ETH Cost is 75,000, coin price is 58,000, miners are now running this business at a loss.
Many people's first reaction is: miners are going to dump, selling pressure is coming.
I thought so at first too, but after looking more carefully, it’s not that straightforward.
The real pain is for those with high costs; calculating CIFR full cost comes to 350,000 per coin, that number alone makes me feel sorry for them. ABTC is only 76,000, the gap is ridiculously large.
So don’t see miners as a whole. Low-cost ones can still hold on, high-cost ones are already shutting down machines and switching to AI.
Shutting down computing power is a short-term supply contraction, but in the long run, it’s actually good for the coin price. But that’s another story.
What we should focus on now is how many machines will be forced to shut down.
Honestly, as an old retail investor, I look at miner reports just for peace of mind; if you ask me to calculate hash price, I wouldn’t understand it either.
#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 #AI发展焦虑升温，芯片股集体走弱 $ETH #AI development anxiety heats up, chip stocks collectively weaken AI anxiety rises, chip stocks directly collapse. Anthropic CEO calls for slowing down model development, OpenAI abandons IPO this year, the market instantly translates this as "AI demand slowdown," semiconductor market evaporates $500 billion in one day.
But $BTC and $ETH did not fall this time. $BTC surged to 78,280 intraday, $ETH stood at 2,514, and the total crypto market cap increased by 1.5%.
The reason is simple—$BTC is now trading on #本周FOMC揭晓，加息能否落地？ FOMC and the Clarity Act, not Nvidia. The market is focused on interest rate hikes and regulation, not AI chips. The two lines are temporarily decoupled.
$SOL does not have an independent narrative like $BTC and follows the overall market. It didn’t collapse during the chip stock bloodbath, but it also lacks the confidence to rebound against the trend. Its high beta characteristic means it rises on sentiment and falls quickly.
How long this decoupling lasts depends on the FOMC and Clarity votes. The lesson from chip stocks is clear: when the narrative cools down, it won’t negotiate with you.👊 South Korea's crypto tax countdown may be rewritten. $BTC $
This time it's not just emotional noise.
A petition with 50,000 signatures is set to enter the National Assembly's standing committee.
Core demand: postpone the 2027 tax implementation to 2029.
The plan remains sharp: annual income exceeding about 2.5 million KRW will be taxed at an overall rate of about 22% on the excess.
Behind this are approximately 13 million South Korean crypto investors.
The government has not backed down for now: 2027 implementation proceeds as planned.
Therefore, the real variable is not the number of signatures, but whether the National Assembly will relent.
If delayed another two years, the Asian risk appetite might get support.
$BTC is most sensitive to risk appetite and usually moves first.
$ETH follows the rhythm of capital rotation.
$XRP has a user base in Asia.
SOL is highly elastic and may surge more when risk appetite returns.
But 50,000 signatures ≠ delay confirmed.
It only proves that crypto tax is shifting from a regulatory issue to a direct contest involving the interests of 13 million people.
If South Korea really delays again, do you think the next wave will first rush $BTC, $ETH, or $XRP?一个月30天，20多天在震荡，真正走出单边的没几天。这个比例我信，因为我自己盯盘时也是这种感觉。
刚入圈那阵，我也天天等大暴涨，结果浮盈看着看着变浮亏，最后止损离场，耐心就是这么磨掉的。
后来才想明白，震荡里做高抛低吸，至少止盈是落袋的，不会来回坐电梯。
单边幻想不是错，错在把它当成常态。多数时间市场就是来回磨，策略得跟着这个事实走。
还在等一根大阳线翻身的人，有没有算过自己这一个月被假突破骗了几次？
#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 #10年期美债收益率突破5% $BTC The Federal Reserve is very likely to raise interest rates by 25 basis points tonight, pushing the rate range to 3.75%-4.00% — but this rate hike is justified by oil prices pushing inflation back, not by an overheating economy.
$CL surged to 101, RSI hit 82 indicating overbought conditions; this is the real variable driving the probability of this rate hike, not the employment data.
$XAU fluctuated only 0.06% all day, almost standing still — if the market really feared "tightening hurting the economy," safe-haven funds would be flowing into gold now, but since they are not, it shows gold also recognizes this rate hike as a passive response to inflation, not the start of an active tightening cycle.
$BTC rebounded from 75557 to 77155, currently stuck just above the 76000 leverage long defense line — this is not pricing in the "rate hike landing," but betting that "after the bad news is priced in, it should be all out."
The question is, if tonight's dot plot suggests a second rate hike within the year, how many more days can this "bad news fully priced in" logic hold?
#本周FOMC揭晓，加息能否落地？ Your summary is even clearer than the original post, directly breaking down the `underlying odds models` of the three coins.
This is why you can't lump ZEC/ZEN/UNI together; they are completely three different playstyles:
1. ZEC = Value Reassessment Logic
`Scarcity + ZCSH capital scale`
This bets on narrative upgrades. Privacy was suppressed before, but now if compliant privacy products bring in capital, ZEC is no longer a dark web coin, it becomes `digital privacy gold`. The repricing potential is the largest but requires a catalyst.
2. ZEN = Small Market Cap Elasticity Logic
`Small market cap + privacy sector Beta`
What the author means by `higher odds` is this. Small boats are easier to turn; when the sector heats up, ZEN’s gains will definitely exceed ZEC’s. But conversely, around FOMC, `risk and volatility are also higher`, and the drops happen three times faster. This is not a faith coin, it’s a utility coin.
3. UNI = Fundamental Cash Flow Logic
`Trading volume + protocol revenue return`
This one is the most different. The first two tell stories; UNI tells financials. Uniswap now has daily trading volumes in the tens of billions. If the fee switch really distributes to UNI holders, UNI will transform from `governance air` into `exchange stock`. This is the only logic that can withstand a bear market.
Why does the author emphasize `FOMC pullbacks`?
This is the key to your last sentence, absolutely right.
He’s not shouting `bottom now`, he’s saying:
`FOMC = altcoin slaughterhouse,The toughest lesson in the crypto world isn't getting stuck chasing highs, but holding onto good coins and not being able to keep them.
Selling hastily after a 15% rise, then chasing after a 3% pullback, going back and forth multiple times, increasing costs and breaking down mentally.
My bull market rules are just four: 1. Only follow strong coins, avoid chasing catch-up rallies; 2. Take profits in batches after a rise, pocket the gains first; 3. Buy in batches only after a real pullback, don't chase the price; 4. Always keep some ammo in hand, waiting for market opportunities.
Watch BTC for direction, ETH for capital heat, SOL and SUI for whether the ecosystem can produce real value, OKB for whether the platform value rotates. Don't chase the rise, don't go full position, don't try to guess the top.
Those who truly make money don't always sell at the highest point, but roll profits along with the trend, control drawdowns, and gradually thicken their accounts.
In a bull market, it's not about who guesses right, but who can hold on, act decisively, and endure being out of the market. Discipline is always more valuable than prediction.
$BTC $ETH $SOL
#本周FOMC揭晓，加息能否落地？
#BTC现货ETF三日流出近4.5亿美元
#交易之声：你的经验值得被听到 Want to hide during a breakdown period, can OKB be a safe haven?
#ThisWeekFOMCRevealed, will the rate hike land?
$BTC broke 76,000, $ETH led the decline, can platform tokens like $OKB be a safe haven at times like this? It depends on how it differs from the first two.
BTC fell below 76,000, a cornerstone, with support at 75,000 below, making it the most stable anchor, but it’s still falling; ETH around 2,414, leading the decline, the most fragile, don’t hide here; OKB, a platform token backed by exchange fundamentals and buyback support, has less volatility than the first two and falls slower. During sharp declines, it is indeed relatively resistant and a place to hide, but its liquidity and attention are not as good as BTC, so it also rises slowly.
If the market rebounds after stopping the decline, BTC and ETH have greater elasticity, and OKB follows more slowly; if the breakdown continues, OKB falls the slowest and is the toughest. For absolute stability, you can briefly hide in $OKB, but it’s not the final safe haven; after the market stops falling, you still need to switch back to those with greater elasticity.2 AM, 15 minutes left, 60 votes to decide life or death.
The CLARITY termination debate vote is about to start.
The Republicans have 53 seats, need 60 votes to pass, so they must pull at least 7 Democrats over.
I'll go over the final cards from both sides ⬇️⬇️⬇️
On the Republican side, the final draft absorbed 126 Democratic amendments; Trump even swallowed 80% of the "officials holding coins must divest or enter blind trusts" clause. They've given all they can.
On the Democratic side, Schumer is still coordinating counterproposals, complaining that the ethics and stablecoin clauses aren't tough enough. Jake Chervinsky is more direct: he sees no hope of passage and says the bill's failure might mark the start of this round of pullback.
My judgment: it's close, but the door might not be completely shut.
The reason is simple: both sides have conceded this far; no one wants to be blamed for "killing regulation" on the eve of the FOMC. But even if it passes, don't pop the champagne yet: this is just a procedural vote, there are still debates and final votes ahead. The crypto community's favorite thing is naming the baby before the wedding.
What if it doesn't pass?
Short term, altcoins will take a hit, Bitcoin will wobble for a couple of days, but that's it. The story of regulatory certainty will return this year.
2:15, my alarm is set. Do you bet the 60 votes will be reached?
Based on data and my prediction, it's very likely it won't pass.
#CLARITY投票前分歧未解 $BTC $ETH $ZEC 🔷 $BTC: new buyers are in profit for 30 days
• 30-day streak: those who bought within six months are not selling at a loss
• Profit of $168 billion vs loss of $103 billion for this group
• Support at $73,190: purchase price of experienced buyers (3-6 months)
🧠 Weak hands have stopped panic selling — the market is stronger. $73,190 is now support: below it, new buyers run away again.
⚠️ Closing below $73,190 = streak breaks, support turns into sellers.
❓ 30 days: start of growth or a pause before FOMC?👇The core of this article is saying: **Don't immediately assume BTC will reach a certain target just because you see a clear upward/downward path now.** The author believes the 78K → 83K rally is not over yet, and jumping directly to bearish targets like 65K or 53K overlooks many possibilities in between.
The focus is on the voting results + FOMC (Federal Reserve meeting). If the related vote passes, market sentiment might strengthen, giving BTC a chance to continue breaking resistance; even if the vote fails, the author thinks the market may not necessarily experience a deep drop. In other words, the emphasis is on not presetting outcomes but judging based on price reactions after actual events.📊
**In summary:** This article is not purely bullish or bearish but reminds that the 78K→83K move is not finished, and both the vote and FOMC could change the short-term direction, so BTC should not be prematurely viewed as heading straight to 65K/53K.David Bailey says AI will bring people into Bitcoin because the interface is terrible. This diagnosis is correct, but the ones prescribing the remedy happen to be the sellers of the medicine.
Nakamoto itself is engaged in media, conferences, education, and reserve business, with Bailey as CEO. TD Cowen simultaneously gives NAKA a buy rating and includes this viewpoint in their research report. Whoever tells the adoption story is the one getting paid on this chain.
AI can lower the barriers of wallets and private keys, but there is currently no direct evidence for this step. A more likely explanation is that lowering the barrier will first amplify the entry of custodial institutions rather than individual self-custody.
Watch NAKA's subsequent reserve disclosures and ETF subscription/redemption data. If institutional channels move first but on-chain self-custody addresses do not keep up, this narrative should be recalculated.
#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 #标普领投Kaiko，布局链上数据标准 $BTC The news is too chaotic, just look directly at the order book. AIN current price is 0.19564, with dense buy orders supporting between 0.1930 and 0.1960, but active buying hasn't consumed the sell orders above 0.1980, indicating short-term funds are unwilling to chase higher. The four-hour naked K low points are rising, with 0.2010 above being the previous high resistance zone.
Just placed the meal at the unit door, both order reminders and market alerts vibrated simultaneously, and sweaty hands smudged the screen. Watch out for false breakouts here; only if it pulls back to 0.1920–0.1940 without breaking 0.1890 does a long position have good cost-effectiveness. Enter the market based on this range, set stop loss below 0.1875, first take profit at 0.2040, second take profit at 0.2120. If volume breaks below 0.1890, abandon long positions and switch to look at 0.1780.
There is support at the bottom but funds are not chasing; just wait for pullback confirmation, don't chase hard above 0.1980. Keep position within 20%, don't let a single spike wipe out your break-even capital.
$AIN
#AI发展焦虑升温，芯片股集体走弱
@OKX星球 The late-night rotation continues to vie for initiative—who will break through first among SOL, OKB, and BICO?
#10-year US Treasury yield breaks 5%
Currently, what’s more worth observing for SOL is the high-level support. If the retracement gradually narrows after continuous oscillation, it indicates increasing stability of holdings. If SOL’s adjustment continues with shrinking volume while the lows keep rising, it will be easier to challenge resistance when active buying strengthens again; once $SOL breaks through and does not quickly fall back, trend funds have reason to continue adding positions.
OKB’s structure is relatively stable; the key now is whether the upper edge of the consolidation zone can turn from resistance into support. If $OKB’s price continues to run close to the upper edge and volume significantly decreases on pullbacks, it means selling pressure is being gradually absorbed; subsequent volume breakout and sustained high turnover can open new space, otherwise, a fall back into the range means a failed breakout must be guarded against.
For BICO, focus more on capital concentration and sustained volume; rising lows usually indicate a reduction in floating chips. If BICO’s active buy orders increase continuously and the price does not show obvious spikes followed by drops, it means funds are still accumulating; once $BICO breaks out with volume and price in sync, short-term elasticity can be quickly released, but a sharp rise without volume has limited sustainability.
Looking ahead, the three signals to watch upward are SOL acceleration, $OKB stabilization, and BICO volume expansion; downward, watch whether SOL first loses support and which of OKB or BICO falls back into the consolidation zone first. In rotation phases, the real advantage often lies in the direction where pre-breakout selling pressure lightens and post-breakout volume strengthens.Two directions for speculative trading in the early morning: how to choose between ZEC and HYPE?
#本周FOMC揭晓，加息能否落地？
$BTC 76992, first clarify the overall market: it fell from 79568 back below 77,000, CLARITY voting didn't reach 60 votes, the probability of a rate hike tomorrow night is 92.7%, 76000 is the key line in the early morning. If the big coin doesn't crash, altcoins have room to play; if the big coin breaks 76000, altcoins die first.
$ZEC 1152, this round's privacy altcoin, bounced back 6%, volume ratio 82% above average, up 134% in 30 days, 1200 is the previous high watershed. It's the token for capital speculating on privacy narratives; only after breaking 1200 with volume expansion does it open space. Quick in and out with good stop-loss, don't chase at the 1150 mid-level.
$HYPE 79.66, former star repaying debt, dropped from 89.65, 97% protocol revenue buyback is real, but revenue has declined for four consecutive quarters, 77.5 is the critical point. Despite AI crashing overseas, it rose against the trend; after falling a lot, it has real revenue support, more resistant than pure air tokens, can hold a bit in the early morning.
ZEC is fast money altcoin, need to run fast; HYPE has bottom after big drop, need to hold steady. One is licking the blade, the other is crouching for recovery, don't mix holding them.
#AI发展焦虑升温，芯片股集体走弱 #CLARITY投票前分歧未解 CLARITY voting imminent: expected trading is dead, macro headwinds dominate
$BTC $ETH $SOL Semafor reported that most Senate insiders expect the September 15 procedural vote to end in failure. The moral clause deadlock in the Trump family's crypto business remains deadlocked. Polymarket's probability has plummeted from 35% to 16%, and traders have voted with real money. Divisions within the Democratic Party deepen: Gillibrand pushed privately, while Warren and Warner firmly opposed it, bluntly saying the terms were "far from enough."
Risk assets are under pressure across the board. BTC fell to $75,560, hitting a new low in September, ETH dropped over 3.7% to $2,418, and although ZEC held above $1,100, it could not hide its fatigue.
Greater suppression comes from macro factors. The probability of a 25 basis point FOMC rate hike has risen to 87%, the 10-year U.S. Treasury yield has broken below 5%, and global liquidity continues to be pumped. Even if the bill passes the procedural threshold, headwinds will not dissipate.
The first act of the expected deal has already ended. The real test begins after the vote. #本周FOMC揭晓, can rate hikes materialize? #CLARITY投票前分歧未解 #BTC现货ETF三日流出近4 $50 million This article discusses three altcoins the author has recently been bullish on: ZEC, ZEN, and UNI, but notes that their underlying logics are completely different.
ZEC mainly bets on the "revaluation of privacy assets." The author believes that ZEC's scarcity, combined with the growth in capital scale of ZCSH-related products, could lead the market to reassess its value. ZEN represents a "small market cap + privacy sector" high-risk, high-reward logic — its smaller market cap means that if the sector regains attention, price elasticity could be greater, but risks and volatility are also higher. UNI's logic is entirely different; it focuses on Uniswap's real business data and protocol revenue: the larger the trading volume and the more revenue the protocol generates, if this revenue can be cycled back to UNI through mechanisms, then UNI's value logic is no longer just a "governance token." 📈
The last sentence is crucial: all three coins just experienced a round of pullbacks before the Federal Reserve meeting. The author clearly interprets this pullback as an opportunity to re-examine these assets. However, terms like "higher odds" and "worth holding" are the author's own judgments and do not guarantee price increases; especially around the Fed meeting, altcoins often experience significant volatility.
**In summary:** ZEC bets on privacy asset revaluation, ZEN bets on small market cap with high elasticity, UNI bets on DeFi revenue and value return; their logics differ, but all happened to face pullbacks before the meeting.*Latest - September 15, 23:00 Chinese version:*
*Prices:*
BTC $77K, ETH $2,440, both normal pullbacks within 1 hour, selling pressure is decreasing, RSI oversold
*3 major events - last 24 hours:*
1. *#FOMCRateCallThisWeek Tomorrow 18:00*
Federal Reserve rate, 86% probability of a 25bp hike, currently most worried about a hawkish dot plot. Oil prices surged to $103 due to #SaudiOilPipelineDamaged, providing more reasons for a rate hike
2. *Bill vote tonight*
Senate CLARITY Act needs 60 votes, currently 18% probability of failure, ETF outflows last week totaled 463 million
3. *Funding situation*
On the 14th, 160 million flowed back but 84% was from IBIT alone, indicating only BlackRock is bottom fishing
*Key levels you are watching:*
`BTC 75K / 76,380, ETH 2,440`
If broken, reduce positions; if not, wait for FOMC confirmation
*In a word: The most uncertain 48 hours have reached the latter half, keep light positions and wait for confirmation, don’t bet on direction before FOMC.*The interpretation is very precise; this is the right attitude when analyzing waves 📉
It's not blindly calling a short, it's `script + trigger`
The bearish script you mentioned, I translate it into trading language
*Now: Wave 4 consolidation*
This is the phase of our 3 weeks of `76K-80K Chopping + Sweeping liquidity`. Wave 4 is the most frustrating, most likely to make people think a breakout is coming.
*Potential: Wave C sharp drop*
Wave C characteristics = fast, fierce, panic-inducing. The `forced liquidation of leveraged positions` you mentioned is what Wave C does. The last 83,000 people liquidated was a rehearsal.
*Core: $69K is the dividing line between bulls and bears*
The author means you got it right:
- Not `must reach 69K`
- But `69K = referee`
`If > 69K = 82K might just be a relay, can still push higher`
`If < 69K and can't recover = 82K is the top of this rebound, structure weakens, look for new lows`
This is the same logic as our `76,380 support`, just on a larger timeframe:
- `76,380 = short-term lifeline, break it and look at 72K`
- `69K = mid-term structural line, break it and look at 62K-60K`
Why is this script reasonable now?
1. *Macro pressure* - Reuters also said the rebound relies on a temporary drop in US Treasury yields. Now yields are back to 5% Is a golden cross on the moving averages a sure sign to go long? Not necessarily; the key is whether the price can hold above the short-term moving average. $SYN current price is 0.08156, MA5 has crossed above MA20 but the price is still below MA5, RSI is 51.2 neutral, MACD bullish bars are weak, indicating a slightly bullish consolidation structure. Greed index is 69, funding rate +0.0048%, longs are slightly crowded.
Strategy: Buy on pullback at 0.0805–0.0812 (close to MA20 support), take profit 1 at 0.0838 (upper Bollinger Band), take profit 2 at 0.0855, stop loss at 0.0786 (if below lower Bollinger Band). Also monitor: $LINK, $ORDI with relatively neutral strength.
(Personal opinion for reference only, not investment advice. Contract trading carries very high risk, please strictly control your position size.)
【Data】
Token: SYNUSDT
Direction: Long
Entry: 0.0805-0.0812
Take Profit 1: 0.0838
Take Profit 2: 0.0855
Stop Loss: 0.0786Speech > Interest Rate Results
No instant chasing, no instant holding; wait 15-30 minutes for market confirmation
Deleverage before the decision, no heavy bets on direction
【Three Market Scenarios】
1. Rate hike of 25bp (high probability)
Trend: drop first then rebound, bad news priced in
Hold support without new lows → opportunity for recovery
Hawkish press conference → second drop, turning weak
2. Maintain interest rate (dovish)
Quick surge
Hold above resistance to be bullish; volume-less surge then fall = good news priced in, no chasing
3. Rate hike + dot plot hike (extreme hawkish black swan)
Continuous decline, pause long positions, watch or short-term short
【Three Key Elements to Watch】
US Treasury yields rising → negative for the market; falling → positive
BTC not breaking new lows is consolidation; volume breakout below support → turning weak
Volume breakout above resistance is real rise; volume-less surge = bull trap
【Trading Principles】
No shorting if support not broken
No chasing longs without volume breakout
Major trend is bullish, most bad news is consolidation, only change strategy after effective breakout
【Mnemonic】
Expectations fall early, reversal easy on landing;
Don’t chase falls when bearish, don’t chase rises when bullish;
Speech sets direction, volume and price confirm truth.🔥 Double Thunder Countdown: CLARITY + FOMC, tonight is not a gambling table, it's a battlefield! (Upgraded version)
$BTC $ETH Two landmines, triggered in a chain within 48 hours, the market is already smelling blood.
First thunderbolt: The CLARITY Act
At 14:15 Beijing time on September 15, a procedural vote requires 60 votes to pass. The Republican Party has only 53 seats, and at least 7 Democrats must defect to fill the gap. Polymarket is betting on the probability of passing the law within the year at only 16%-17.5%, and the market is not betting on it at all.
Second warning: FOMC decision
The probability of a 25bp rate hike has soared to 87%-90%, and Goldman Sachs, JPMorgan Chase, and HSBC are all shifting their moves to September. August's core CPI rose 0.3% month-on-month, exceeding expectations, and oil prices have risen above $103—a rate hike is clearly a clear signal.
Market Simulation and Strategy:
🟠 $BTC: 75,500 Defense Battle
Near 76,200, 76,500-77,000 is the support zone held by two pullbacks, and 80,000 is the cap of the 50-week moving average. The daily chart has broken above all short-term moving averages, but the weekly RSI shows signs of bearish divergence.
Strategy: Hold your position steady. Never add leverage before an event, and never panic cut losses when inserting a needle.
#本周FOMC揭晓, can rate hikes be implemented?
#AI发展焦虑升温, chip stocks collectively weakened
#BTC现货ETF三日流出近4 50 million USD This article is very emotional, but its core logic is actually quite clear: the author strings together a macro chain of "Middle East situation → oil price rise → inflation pressure → more hawkish Fed → risk assets under pressure → BTC/ETH decline."
First, let's correct a commonly confused point: as of now, shipping through the Strait of Hormuz has indeed been severely affected. Reuters reported that the number of ships passing through the strait on September 15 had sharply declined, significantly increasing global energy supply risks; on the same day, Brent crude briefly approached $109, and Goldman Sachs warned that if Gulf region supply continues to be pressured, Brent could further break through $120. So the author's concern about "oil price rise → inflation pressure" is not entirely unfounded.
However, the subsequent reasoning that "oil prices rise, so Powell must be hawkish, must continue raising rates, and BTC must fall to a certain level" is the author's own speculation. In fact, the market has clearly raised expectations for Fed rate hikes; Reuters reported CME data showing the rate hike probability exceeded 92% at that time, while the 10-year US Treasury yield approached 5.03%. But how the central bank ultimately positions itself and how the market prices it cannot simply be determined by a single causal chain.
As for the "whale transferring 1000 BTC into Coinbase," the author interprets it as "knowing Middle East risks in advance and preparing to sell," but this cannot be proven by the transfer alone. Transferring into an exchange may mean preparing to sell, or it may simply be asset reallocation,This article discusses a bearish wave theory scenario. The author believes BTC is currently in the so-called Wave 4 (the 4th wave correction), and a more significant Wave C decline may follow. The "C wave" here can be understood as an important downward segment within the correction structure; if the decline is rapid, it could trigger market panic and force liquidation of some leveraged positions.
The author focuses most on $69K. He does not mean "BTC will definitely drop to 69K," but treats it as a key area to judge whether the market structure will weaken further: if BTC clearly breaks below and stays under 69K, the author believes the previous approximately $82K might be the top of this bear market rally, increasing the probability of new lows afterward.
However, this is just a technical analyst's predictive framework, not a confirmed trend. The recent market is still influenced by macro factors such as the FOMC, inflation, and treasury yields. Reuters also pointed out that BTC's recent rebound faces pressure from Federal Reserve policies and high yields, and the market is not entirely bearish.
In summary: The author's core judgment is "$82K might be the rally top, $69K is an important structural boundary; if 69K is breached, the bearish scenario will clearly strengthen," but this remains a prediction, not a certainty. 📉The way weak altcoins are being sold lately, waiting too long can mean missing the entire move. $AEON is currently showing a choppy-to-bearish structure, with sellers appearing on each recovery attempt. To me, the setup looks similar to what we recently saw in $LAB and $FLOCK: bounce → late buyers enter → momentum fades → another leg lower. That doesn't guarantee the same outcome, but the price structure is definitely worth watching. The key area for me is the recent resistance zone around $0.78Here are the latest 3 key points for today, in Chinese version:
1. Fell below 77,000, the reason found
BTC quickly dropped from nearly 80,000 on Monday to *76,800 - 77,600*, ETH also fell to around 2,400
Two triggers:
- *Probability plunge of the "CLARITY Act"*: The probability of passing this year on Polymarket dropped from over 30% back to 18%, requiring 60 votes, currently Republicans have only 53 votes, Democrats demand adding an ethics clause
- *Interest rate hike expectations + oil prices*: WTI surged to 103 USD, 10-year US Treasury near 5%, market now prices *86.5% probability of a 25bp rate hike on September 16* or higher
2. Technical level is very dangerous
Currently stuck at the key support of *76,380 USD*, which is the *38.2% Fibonacci retracement* of the move from 57,766 in June to 82,130 in August, amounting to 6,296
- Breaking below 76,380 → target 72,820 → 69,950-71,170
- Holding + breaking above the downtrend line → can look again at the 82,000 resistance
In the past 3 weeks, BTC has attempted to break 80,000 multiple times but failed to hold, ETF net outflow last week was *460 million USD*, Strategy also stopped buying these two weeks, buying pressure has weakened ⚠️ Market commentary only, not financial advice. Crypto and especially leveraged contracts can move violently around major economic events. Something interesting is happening beneath the surface. During the latest sell-off, $BTC briefly slipped toward $75.6K, while $ETH fell toward the $2.43K–$2.45K area. But ETH has shown relatively better resilience on several rebounds, while Bitcoin remains under heavier pressure. That divergence is worth watching. 1️⃣ Capital isn't moving uniformly Recent ETThe market hasn't moved much these past two days, but there's actually a strong undercurrent beneath the surface. From September 8 to 11, the US spot BTC ETF saw net outflows of about $463 million over four consecutive trading days, breaking the previous trend of inflows for three straight weeks. On September 14, when outflows slowed, 84% of the $160 million that flowed back came from BlackRock's IBIT alone.
#CLARITYVoteStillDivided #AIAnxietyHitsChipStocks #FOMCRateCallThisWeek This article's core message is: BTC and ETH are currently better understood with a "choppy mindset" rather than guessing daily whether they will surge or crash immediately.
"Chopping" means the price oscillates back and forth within a range; "sweeping liquidity" refers to the price suddenly piercing a key level, triggering stop-losses or leveraged positions, then quickly returning, which often results in false breakouts. Therefore, the author emphasizes "Trade the volatility, not the fantasy," meaning don't get caught up in predictions of "skyrocketing or crashing soon," but first observe how the market actually moves.
"Respect support and resistance" means to honor support and resistance levels; "confirmation" means after a breakout, you need to see the price truly hold steady, not just chase immediately after a brief breakout. Especially around major macro events like the FOMC, the market may experience significant sweeps up and down, so the author's overall stance is to wait for confirmation and avoid overcommitting to a single directional bet.📊
In summary: This article is not predicting whether BTC/ETH will rise or fall, but reminding that during choppy periods, false breakouts are most common, and genuine trend breakouts require the market to prove itself.The long side is becoming heavily crowded, with the long-to-short ratio now pushing above 165%. More than 1,800 accounts are positioned long, controlling roughly $205M in total exposure. The worrying part? Most of those longs are still underwater, with combined unrealized losses already approaching $4M. Meanwhile, shorts are carrying only around $115M, but their profitability is noticeably stronger, with roughly 53% of short positions currently in profit. That imbalance is worth watching. When oAfter the FOMC decision, capital began voting with positions: $XRP led with a 3.3% gain, public funds turned strong, and expectations for legislation and ETFs acted as strong catalysts; $BTC is still seen as the referee, with 78,000 and 77,600 as short-term bull-bear boundaries, 80,000 as the upper cap. If interest rates rise, expect volatility; if not, a breakout is possible. Base positions should not chase highs. $SOL rose with volume and has a high beta, the ecosystem has updates, suitable for holding and benefiting from the latter phase; not advisable to add positions before the FOMC. $DOGE only follows the rally without independent catalysts; when the market is red, it is slightly red, when green, it falls first. In weak markets, switching to XRP or SOL is more efficient. If strong coins continue to increase volume, it indicates capital is concentrating from follower assets to those with independent narratives. The relative strength of XRP and SOL may further widen, while BTC continues to play the role of tone-setter. However, the risk lies in a hawkish FOMC path, which would amplify pullbacks in strong coins, and switching positions could be hit on both ends, especially DOGE lacking support amid a broad decline. Key observation points are whether BTC can hold 77,600 and challenge 80,000, and whether volume contracts when XRP pulls back; this determines if switching positions is trend-following or chasing highs. This article does not constitute investment advice. I casually opened a short on one coin, thinking the breakdown was obvious… but somehow that level turned into a brick wall. 😨 Price just refuses to give way. $CNPY is getting pressure across the market, yet CNPY keeps sitting near the top of the gainers and continues pushing higher on its own. Completely ignoring the broader weakness. 😂 $BTC is now hovering around the $76K–$77K zone. Today’s low has been around $76K, so I’m watching whether buyers can defend this area. Bitcoin has already drop`Finally dropped` This cut came fast ⚠️
`76.8K / 2400` The position you reported, `perfectly hit below MA20`. `The structural repair mentioned this morning instantly turned into a double bottom test`
*The logic chain of this drop is very clear*
*`1. CLARITY Act odds falling`*
`The most damaging`. `Compliance expectations gone` = `Institutions dare not add` = `ETF outflow of 450 million a few days ago` was a precursor
`Bill not passing = no new money`
*`2. Saudi Oil + Inflation`*
`Pipeline failure → oil price rises → inflation rebounds → Fed hawkish`
`FOMC changed from a “rate cut trade” to a “rate hike risk trade”`
`#FOMCRateCallThisWeek Now betting on whether rate cuts will be delayed`
*`3. AI Anxiety`*
`Chip stocks crash → Nasdaq falls → BTC follows down`. `Risk assets resonate`
*Result:*
`-> $366.83M wiped out`
`-> 83,488 liquidated`
`Typical long stop-loss chain sweep`. `Too many breakout long orders stacked at 77.5K-78K`
*Now the structure has changed*
This morning was `BTC holds + ETH lags → ⚠️ Selective`
Now is `I wouldn’t be shocked to see the market push higher before the real shakeout arrives. The scenario I’m watching: Strength → confidence returns → FOMO builds → liquidity gets swept. If that happens, these are the levels on my radar: 🟠 $BTC — $74K 🟣 $ZEC — $750 🔵 $ETH — $2,350 🟢 $SOL — $95 ⚫ $HYPE — $73 I’m not claiming this is the exact roadmap. I’m simply mapping out the zones that could matter if volatility picks up. No rushing. No chasing. Stay patient. Keep some liquidity ready. 🫡 #CryptBTC is testing the one level that actually matters right now: $76.8K.
Everything above it, the run to $82.8K, the rejection at $81.2K was fast. Too fast. The MAs never caught up, there's still a visible gap between price and where the averages sit near $73-74K.
That gap is the tell. Hold $76.8K and range continues, another look at $81.2K. Lose it and the gap closes toward $73-74K before anything new happens.
Today's macro pressure is testing it live.
$BTC `Structure first. Confirmation second.` Perfect summary 👌
These 8 characters are the `trader's bible`
*Now let's translate your formula for the current market*
*`BTC 77.5K` = `holds` ✅*
`MA5/10/20 reclaimed`, `volume neutral`, `structure repaired`
*`ETH 2.516K` = `lags` ⚠️*
`Stuck below MA20`, `ETH/BTC 0.0324 still falling`
So now it's `BTC holds + ETH lags` = `⚠️ Selective Strength`
In plain language: `BTC is holding the ground, ETH hasn't nodded yet. Don't chase altcoins`
*When to switch to 🚀 Broader Strength?*
Just wait for `ETH acts as breadth gauge` to turn green
*My checklist:*
1. `ETH stands above 2580` = `reclaims Supertrend`
2. `ETH/BTC > 0.0335` = `relative strength`
3. `Volume expands + SOL/ARB follow the rise`
All 3 met = `money is spreading out from BTC` = `you can add altcoins`
None met now, so `positions still need to focus on BTC`