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BICO is up!
$BICO is around 0.02184u at noon. Many people are using on-chain applications for the first time, and the bottleneck isn't that they don't know how to buy, but that their wallets lack the corresponding gas fee tokens. Biconomy's smart accounts and fee payment tools are designed to handle these kinds of hassles. When the app pays fees on behalf of users and merges multi-step operations, the experience smooths out, giving the product a chance to retain users. This is a business direction worth attention, but there still needs to be a clear charging and value transmission mechanism between "tools being used" and "increased token demand." A 24-hour increase of about 3.4% is a plus, but I hope to see business adoption and token utility mutually confirming each other in the future!
$SOL is at a point testing patience. Around 118.77u at noon, it has risen nearly 20% in a month but slightly retreated in the past week, indicating that long-term recovery and short-term pauses coexist. I set 120u as the observation line: after regaining this level, whether the pullback can hold is more meaningful than just touching it intraday. The worst now is to negate all previous recovery with a single drop or to immediately call for acceleration after a rise.
$DOGE is not far from 0.10u, needing about a 4.6% increase. This distance looks small but can easily make people prematurely excited. The integer level is just for easy observation and should not automatically become a price target; if transactions can't keep up near it, back-and-forth movement is normal. In sentiment-driven markets, discussion volume and real buying power should be viewed separately. My stance is to pay attention when there is heat, consider light exposure after confirmation, and not treat "almost there" as "definitely will get there."$XRP gained 48% in Q3.
But the more interesting number is underneath.
Around 1.6B XRP reportedly left exchanges over just two weeks while ETF demand continued.
Price gets the attention.
Supply leaving exchanges tells a different story.
If that trend continues, the available liquid supply could become much more important than the next daily candle.$ZAMA has a very high potential to surge 40% to a new high, as long as the two major markets $BTC and $ETH can stabilize or even slowly rise, zama has a great chance to skyrocket. Because zama's layout is still ongoing, with continuous inflow of funds locked in privacy, this indicates steady progress without any crashes or downturns. Additionally, although zama's privacy layer has yet to achieve significant results, there is indeed progress, with ongoing negotiations and communication to expand its territory. The latest development is that 【Pendle's Morpho Vault can now deposit through Zama privacy】, which, although still not fully integrated with the privacy layer, is progress nonetheless. Currently, it can be said to be in an extreme middle range; if it cannot surge 40% to a new high in the next week, zama's future will require a long wait. Zama is still promising, but it remains a very risky and difficult coin to trade. If you don't want to lose money on zama, I truly recommend a mid-to-long-term approach: buy spot or low-leverage contracts, then hold for several weeks and wait patiently to avoid liquidation and emotional trading. I believe in zama, even though recently I suffered huge losses buying high and selling low on it, it still has potential.$BTC looks quiet.
But one metric isn’t.
Order-flow toxicity is now at the 82nd percentile of its 90-day range.
At the same time, BTC funding is near neutral and liquidations remain relatively contained.
Price looks calm.
The underlying order flow doesn’t.
That’s the kind of divergence I want to watch before the next expansion in volatility.⚠️ Attention! BTC is now at 84166.5, getting closer to the resistance at 85000. This level is prone to a wick spike. I previously chased highs at this kind of level, got wick-spiked and liquidated, losing 200,000U. Now I remind everyone: do not chase longs near 85000; instead, you can try light short positions with a stop loss at 85100 and a target around 84500. If it truly breaks through and holds above 85000, immediately admit the mistake, stop loss, and reverse to go long. Participate with a small 5000U position, never hold a position without a stop loss. The market is always right; what we need to do is follow the market, not fight against it. $BTC #比特币ETF连续9日流入，ETH转流出 $MON is the native token of the Monad public chain, a new high-performance EVM-compatible public chain focused on low latency and high TPS. The token is used for Gas fees and network staking; the circulation rate is only about 11.74%, with significant unlocking pressure. In November, an unlocking window for early investors will arrive, making it a hot token in the new public chain sector.
1. 24h range: low 0.0265, high 0.0329 USDT, daily amplitude about 22%, classified as a highly volatile altcoin
2. 24h increase about +22%, volume surge with significantly increased trading volume
3. Driver: sector sentiment-driven, not due to major fundamental benefits; the market cap is relatively small, so capital-driven effects are strong
4. Risk warning: after a sharp rise in a short time, profit-taking pressure from bulls may come at any time; long positions in contracts are prone to sharp pullbacks and spikes
A hot token in the new public chain sector, with low circulation and extreme volatility. Today’s rise is a capital-driven impulse surge, with high risk of subsequent selling pressure Bitcoin popped above $85,000 on cooler inflation data, then gave it all back as bond yields refused to fall. $BTC is back near $83,700-$84,200.
Despite the fade, Bitcoin is closing out its best quarter since 2024, and ETFs just posted a 9th straight day of inflows, topping $3.1B.
Good news alone isn't enough right now. Yields are the real gatekeeper.
Q4 strength or more chop? 👇
#BTCInflowETHOutflow #USTreasuryYieldsClimb #RateHikeDelayedJobsNext The UK's incoming 2027 crypto rules will let firms
strip trust protection from Bitcoin lent out for yield.
Read that twice.
If you lend BTC for yield under UK rules after this,
you may not get the legal protections you assume you have today.
The yield is advertised. This part usually isn't. $LINK Let me tell you something, do you know how far LINK is from its previous high? Enough beating around the bush, I'll tell you something even more painful.
You saw that Standard Chartered research report a few days ago, right? Since UNI was mentioned, it has tripled. In the same list, AAVE and LINK have also doubled or nearly doubled. I won't brag about on-chain data, but protocol revenue is genuinely coming in. This DeFi revaluation is not just empty talk; real money is flowing in.
LINK is now a bit over $14.
Then I saw someone write: "If I had put a million all in seven years ago, I'd be chilling in the Maldives now 🥹," with a crying emoji. I stared at it for a while but didn't laugh because everyone has their own version of this story in their heart. LINK was so cheap seven years ago; if you really had the guts to go all in back then, today would indeed be a different story.
Institutions like Standard Chartered point out the list, the gains are there, but remember—when the research report came out, the smart money was already seated. Spectators drool over that report showing a two-and-a-half times increase, but that's not a "what to buy now" list; it's a "what should have been bought last time" review.
That money from seven years ago wasn't yours to use, and you can't catch up with that two-and-a-half times wave either. Recognizing this is more useful than remembering those gains. $LINK Totally wiped out!!!
Real trading challenge from 150u to 4000u
$SNDK I held the SanDisk 1771 long position for three or four days but still couldn't hold on, and now it's pulling up again! So frustrating!
That day alone I lost 1000u!
Just a few days after getting paid and putting money in, it was gone!
Sure enough, heavy positions mean certain death! From now on, I'll stick to small ant-sized positions!!!
#Interest rate hike expectations delayed, September non-farm payrolls become the next key #比特币ETF连续9日流入，ETH转流出 #US Treasury yields frequently hit new highs, long-term interest rate pressure remains unresolved $BTC $ETH Two-level reversal, yesterday BTC was stronger than ETH!
Why is ETH stronger than BTC today???
Reasons:
$ETH
1. SharpLink states: institutions need security, trust, and liquidity, and Ethereum dominates in all three aspects.
2. DATs have locked 7% of the circulating ETH supply, potentially reaching 15% in this bull market cycle, with BitMNR accumulating over 6,000,000 ETH.
3. CoinShares reports that Ethereum products contributed $702 million in digital asset investment product shares.
4. Arthur Hayes expects ETH to reach $10,000 by the end of the year without experiencing a 75% hack.
5. JPMorgan increased its Bitcoin ETF allocation by 25% and its Ether allocation by four times.
$BTC
1. Bitcoin holders recorded the largest single-day profit-taking on September 22 this year, with spot buying demand still weak.
2. The US spot Bitcoin ETF saw net outflows, including $148.7 million net outflow on September 30.
3. A whale has fully transferred and sold $4.17 worth of BTC.
4. The Netherlands will impose a 36% annual tax on unrealized Bitcoin gains from self-custodied assets starting in 2028, while ETF/ETP holdings are only taxed upon sale. Order Book Strength Ranking
5-minute median slippage, estimated based on order book, excluding fees
$XDP large order slippage significantly increased: slippage for sell orders equivalent to 10,000 and 100,000 USDT is 0.18% and 0.90%, respectively. The cost difference mainly comes from order size, with no obvious asymmetry observed between buy and sell sides.
$CAP large order slippage significantly increased: slippage for sell orders equivalent to 10,000 and 100,000 USDT is 0.12% and 0.69%, respectively. The cost difference mainly comes from order size, with no obvious asymmetry observed between buy and sell sides.
$NIGHT large order slippage significantly increased: slippage for sell orders equivalent to 10,000 and 100,000 USDT is 0.11% and 0.59%, respectively. The cost difference mainly comes from order size, with no obvious asymmetry observed between buy and sell sides.Is there anyone like me? When BTC reaches a key level, my palms sweat; I want to place an order but fear losses, and if I don't, I fear missing out. It's currently 84166.5, resistance at 85000, support at 84000. I've been staring at the screen for half an hour. I used to hesitate like this, either missing the market or chasing at the highest point, losing 200,000U. Now I've set a rule for myself: place orders at the levels, set stop losses properly, small position of 5000U, no holding through losses. Short at 85000, long at 84000, stop loss if wrong, take profit if right. The biggest enemy for retail traders is not the market, but themselves. $BTC #比特币ETF连续9日流入，ETH转流出 From the market perspective, the current technical patterns and news for $BTC and $ETH indeed lean bullish, but I am shorting for two reasons.
The rapid rise itself is the biggest bearish signal. On September 21, $BTC peaked at 87400, then was hammered down all the way, bottoming around 82000-83000. This violent surge followed by a drop is not a healthy correction; it's the deflation of leverage-fueled speculative heat. Looking at on-chain data, exchange $BTC net outflows have indeed hit a near one-year high, averaging over 16,000 coins daily, ETFs are accumulating, and long-term holders show strong willingness to lock up. Spot supply is shrinking, that's a fact. But supply contraction combined with macro tightening is a sucker punch.
That punch is the U.S. Treasury.
The 10-year U.S. Treasury yield once surged to 5.18%, a 17-year high, and the 30-year bond reached 5.58%. What does this mean? Risk-free assets are offering over 5% returns; why would you hold $BTC that generates no interest? Capital outflow is not "possible," it's happening. Yesterday's PCE data showed core PCE year-over-year at 3.0%, below the expected 3.3%, which briefly lifted the market, and $BTC briefly broke above 85000. But look back, after the surge, it was pushed back down. The reason is simple—the inflation cooled, but the high interest rate environment hasn't ended. The Fed raised rates by 25 basis points in September, and although the expectation for an October hike dropped from 70% to about 60%, it still looms. The panic over rate hikes may subside, but rates themselves won't fall just because panic fades.
This is the fundamental logic behind my short position. It's not that I don't recognize Bitcoin's long-term value, but at this level, the odds for going long aren't favorable.
The lifeline for Bitcoin is at 82000. This level is not just technical support; it's the average cost zone for ETF investors. If it holds, everything is manageable; consolidation could lead to further gains. If it breaks, the next stop is 80000-80600, and below that is 78300, the short-term holders' cost line. I won't heavily short at this level, but I will watch the 82000 candle close closely. If it closes below the body, the bullish structure is broken, and I will increase shorts.
The resistance above is 84800-85000, the densest chip area for long-term holders and yesterday's neckline. For $BTC to truly strengthen, it must break and hold above 85000 with volume; otherwise, it's a false breakout. If it holds above 85000, I'll admit I'm wrong, close my position, and take profits.
$ETH's scenario is similar but more fragile. After yesterday's PCE, $ETH surged near 2735, then pulled back, currently around 2690. 2630 is the first intraday support, and 2570 is the real dividing line between strength and weakness. If 2570 breaks, $ETH's downside will fully open, and I will decisively add shorts.
Resistance at 2760 is short-term pressure, with many shorts accumulated above. For $ETH to prove it's not just a follower, it must break above 2760 with volume; holding 2700 is just passable, breaking 2760 is a real bullish shift. If it holds above 2760, I'll close my position and not fight the trend.
I'm not a stubborn bear. At this position and macro environment, I believe shorting offers better risk-reward than going long. A market that has risen too fiercely needs digestion; the suppression from high rates is real, and the slight positive from PCE doesn't change the essence of the rate environment. If the market proves me wrong with real money—$BTC holding above 85000, $ETH holding above 2760—I will immediately admit my mistake and exit. But until then, my short positions remain unchanged.
#加息预期推迟，9月非农成下一关键 #比特币ETF连续9日流入，ETH转流出 #ETH强势拉升，空头清算超11亿美元 A notable development is reportedly coming from Europe: BTCS has announced an acquisition of $CORE and plans to include it on its balance sheet as a long-term asset allocation. If confirmed, this is more than just another short-term crypto headline. There are several things worth watching 👇 🏦 From community-driven to institutional attention CORE has largely been known for its focus on Bitcoin staking and the broader Bitcoin ecosystem. Now, the reported involvement of a European digital-asset i$FET is showing a strong trend, but the logic for chasing the rise is not complete
$FET is up +10.76% in 24 hours, currently priced at 0.242. The strong trend is real, but "strong" does not mean the risk is the same at every position. The 1-hour and 4-hour RSI are 86 and 62 respectively; when both timeframes are crowded, the focus should shift from how much more it can rise to whether there is support when it starts to pull back.
First, look at the position. The price is about 11.49% away from the 1-hour support at 0.2142 and about 1.49% away from the resistance at 0.2456. These two distances place the current profit potential and error cost side by side. The closer to the boundary, the more likely it is to overlook the real invalidation point by simply chasing a single candlestick based on emotion.
Next, look at the two timeframes. The 1-hour EMA20 is at 0.23099048, indicating a relatively strong structure; the 4-hour EMA20 is at 0.22884524, also indicating a relatively strong structure. The shorter timeframe reflects sentiment faster, while the longer timeframe better constrains the space. When both align, be cautious of crowding; when they conflict, be wary of whipsaws.
My conclusion is that the most valuable thing right now is not guessing the color of the next candlestick, but clearly writing down in advance what evidence would make you change your view. Would you rather wait for 0.2456 to be confirmed as a breakout, or consider the risk-reward near 0.2142 worth watching? The market is volatile; the above is only a market observation and does not constitute investment advice. This is from Coin Circle NiuNiu.🚨BULLISH: Arthur Hayes says Bitcoin will hit $1MILLION by 2030, arguing an AI debt crisis could fuel its next massive rally. The Maelstrom CIO sees late 2027 or early 2028 as a potential turning point, when slowing AI infrastructure spending could expose projects unable to repay their debts. His thesis predicts losses would spread to lenders, forcing governments and central banks to inject liquidity that ultimately flows into scarce assets like Bitcoin. Hayes compares the risk to 2008 rather thA security researcher just flagged a MetaMask issue
that diverted roughly 0.36 ETH in staking rewards.
Tiny amount. Nobody lost real money.
But validators holding about 523,000 ETH
are now exiting as a precaution anyway.
Sometimes the dollar amount is irrelevant.
The trust repair cost is the real number. $NIGHT surged 30.5%, but I lean bearish: RSI at 85.3 hitting the overbought zone
$NIGHT currently at 0.042, +30.5% in 24h, intraday peaked from 0.032 to 0.0433.
24h volume 19,917,947 USDT, volume ratio 9.001. But at this level, I say two words: short.
First, daily RSI 85.3 overbought, closing above the upper Bollinger Band, bandwidth 73.7%—sentiment is at a peak.
Leverage is chasing too—OI 253,066,369 up 9.44% from record, long account ratio 1.4201, the rise is fueled by leverage, squeezing up fastest.
The external environment is even more painful—US crypto stocks all down, COINBASE -1.9%, MicroStrategy -1.02%, MARA -5.5%, average -2.81%, while the coin price runs alone, the catch-up drop signal has been triggered.
Resistance above: 0.04331 (24h high)
Support below: 0.03533 (4h SAR, losing this accelerates the drop)
Watershed level: 0.03905, losing this means directly targeting 0.031
My direction is clear—enter short near 0.042, stop loss above 0.04331, target first 0.03533, if broken then 0.031. Follow me, I’ll call the next big bearish candle immediately.
$NIGHT $BTC$UNI UNI is struggling below the $9.20 resistance after failing to hold the recent breakout. Fresh data shows UNI down ~4.3% over 7D with ~$889M futures OI, while elevated leverage keeps rejection risk high. The $9.20 zone remains the key barrier.
Short setup.
Entry: $8.95 - $9.15
TP: $8.75 - $8.55 - $8.30 - $8.00
SL: $9.28DOGE's fairness is not just rhetoric; it's coded into the genesis block. Launched on December 6, 2013, with no pre-mine, no ICO, no team reserve addresses, and the reward rules for the first 100 blocks exactly the same as every block thereafter—the founder who wanted an extra coin had to turn on their own computer to mine it.
This approach is almost extinct today. Many projects claiming a “fair launch” either leave hidden parameters for early miners or embed team shares in contracts. DOGE's on-chain archaeology is straightforward: at launch, mining difficulty was so low that a home computer could mine a large number of coins, but that was because no one took the joke seriously, not because the door was closed. The Bitcointalk announcement was visible to everyone, parameters were open to all, and the low cost came from few participants, not from information asymmetry.
The subsequent distribution is even more noteworthy. The Reddit tipping bot spread DOGE to ordinary users, and the tipping culture diluted early holdings, resulting in a more decentralized holding structure than most “serious projects.” A coin no one took seriously actually avoided all insider distribution schemes.
The rarity of a fair launch lies not in technology but in motivation. Most projects design their valuation from day one, and thus design distribution games around that valuation; $DOGE had no manipulable valuation from day one, and therefore no manipulators. This unintentional move became its trump card to survive through eleven years of cycles. $NIGHT The most dangerous misconception right now is equating "strong trend" directly with "continuing to chase is safe."
Both the 1-hour and 4-hour charts are biased strong, with RSI reaching 72 and 91 respectively. The strength hasn't disappeared, but the sentiment is already crowded; at this point, what's truly important is not guessing the highest point, but seeing if the high-level support can quickly recover from the pullback.
Current price is 0.04176, about 21.98% away from the 1-hour support at 0.03258, and about 3.78% from resistance at 0.04334. Here, it's not a lack of directional guesses, but a lack of sustained movement after the price truly breaks through boundaries.
My observation line is very clear: only by standing back above and holding 0.04334 can the short-term initiative be regained; if it breaks below 0.03258, then attention should shift to the 4-hour support at 0.02551. If pressure continues above, the 4-hour resistance at 0.04334 is temporarily just a distant reference, not a preset target.
Do you think this is a normal overheating within a strong trend, or has the risk already exceeded the remaining space?
The market is volatile; the above is only a market observation and does not constitute investment advice. This is from Coin Circle NiuNiu.$USELESS A feeling of déjà vu, this coin was also on a roller coaster every day a few days ago, bought around 0.28, sold near 0.3. Repeatedly did this kind of swing trading and felt quite pleased. Then it dropped from 0.29 to 0.21. Now bought at 0.23 these days, sold around 0.245 and can do it again. Do you think it will suddenly crash again?It's not retail investors bottom-fishing — wallets holding 10 to 10,000 BTC accumulated about 41,025 BTC in 10 days.
According to Santiment (cited by Zhizhong Finance/Woofun AI, 36Crypto) around 9/30–10/1: wallets holding 10–10,000 BTC increased their holdings by about 41,025 BTC over the past 10 days, totaling approximately 13.64 million BTC, accounting for about 67.93% of total supply, rebounding to a high since mid-August; wallets holding less than 0.01 BTC (retail wallets) showed almost no activity. Relative to today's multiple single-address on-chain anomalies, the group structure is NEW: accumulation ≠ guaranteed continued buying, address stratification changes ≠ entity confirmation, historical isomorphism ≠ price prediction. At the time of writing, OKX BTC is about 84,106. Not investment advice.
$BTC You think trading is about who predicts better? Wrong, trading is about who makes fewer mistakes. BTC is currently at 84166.5, resistance at 85000, support at 84000. Many are guessing whether it will break through or fall back. What's the use of guessing? I used to guess every day and lost 200,000 U before I understood that guessing the right direction doesn't mean making money; position management and stop-loss are the core. Now my operation is very simple: short at 85000, long at 84000, open a position with 5000 U, set stop-loss properly, don't hold losing positions. Admit when wrong, hold when right. Only by upgrading your understanding can your account upgrade. $BTC #After much thought, I have been pondering one question: what kind of people are actually making money? I believe it's definitely more than just one or two people making money, so their trading systems are not necessarily the same. This shows that everyone has their own trading system, and the most important thing is to strictly follow the trading system. Therefore, it is clear that rules are the only condition that determines success or failure. The trading system can be moving averages, naked K-lines, RSI, or Bollinger Bands.I keep seeing people say: «“I’ll buy $ZEC when it gets back to $500.”» But think about what that actually means. You’re expecting Zcash to fall nearly 70% just to reach the entry you missed. Now look at the weekly chart. Years of base-building were followed by a major expansion — potentially the early stage of a much larger multi-year trend. Could $ZEC pull back? Absolutely. But there’s a big difference between being prepared for a correction and assuming the market will simply return to the pri10.1 Chen Jie Midday Analysis
Evening focus on the US weekly initial jobless claims (expected 200,000) and the non-farm payroll sentiment preview. Official reserves continue to provide support (+20.22 tons), ETF sell-offs narrowed to -1.71 tons. After probing a low of 4139 in the early session, a strong retaliatory surge followed, reaching a high of 4192, currently trading around 4179. The market rebounded strongly after bottoming out, establishing a main theme of following the rising bottom and buying on dips supported by pullbacks during the day.
The early session bottomed at 4139 without breaking the previous low of 4110; the daily chart shows a firm lower shadow relying on the lower Bollinger band (4131), forming a typical right-side rising bottom structure.
The candlestick body has strongly risen above the 4-hour Bollinger middle band (4159) and the 1-hour Bollinger middle band (4167), with moving averages beginning to turn upward to provide support.
Currently, the 15-minute (4197), 1-hour (4199), and 4-hour upper bands (4199) converge at 4198–4200, forming a key watershed. Once volume breaks through, it will extend again toward yesterday's high of 4219.
Trading Strategy
Around 4170-4180, look to buy, targeting 4210-4240-4270, with a stop loss at 4157. #Interest rate hike expectations delayed, September non-farm payrolls become the next key event $XAU $VIRTUAL is still within the range, with no significant trading volume yet
The price remains within the reference range, with no clear direction, so no rush to take sides. The high and low points from the past few hours are at 0.8325 / 0.8057 USDT, and the just closed 5-minute candlestick is at 0.8243 USDT. The recent 15-minute trading volume has not shown a significant increase, indicating that the market currently lacks new momentum.
The current position is neither high nor low, with room both up and down. If the closing price later can break above the reference high point accompanied by increased volume, the short-term trend could lean bullish; conversely, if the close falls below the reference low point, it will turn bearish.On Ethereum, every transfer can become prey.
After a user submits a transaction, it first enters the public mempool, where bots wait. When they see a large swap, they place orders ahead, then sell after the user’s transaction executes, profiting from the spread—this is called a sandwich attack. Along with frontrunning and liquidation arbitrage, MEV extracts billions of dollars annually from users’ pockets. This money doesn’t come from market volatility but from loopholes in transaction ordering rules.
Dogecoin doesn’t have this problem. It has no smart contracts, no DeFi lending pools, and no liquidation mechanisms. On-chain, there is only one action: transfers. And transfers have no arbitrage targets—no slippage, no liquidation triggers, and changing the order doesn’t create profit opportunities. Bots cannot insert themselves between two transfers to profit. Whether a transaction is ordered earlier or later, the result is the same.
This purity is not due to technological superiority but a trade-off in functionality. $DOGE sacrifices programmability in exchange for a simple on-chain environment: no complex financial protocols means no predators feeding off them. Ethereum’s MEV is essentially a tax paid for financial complexity—the richer the features, the more loopholes left for bots. For users who just want to move money from address A to address B, simplicity is protection—transfers are just transfers, with no queue jumping and no one taking a cut.NEAR could become the currency for the AI agents economy.
SVRN proposes to reduce the maximum annual NEAR emission from 2.5% to 1.6% over 24 months.
This is the first step toward a more radical goal — eventually completely stopping emission and making the NEAR supply fixed.
The logic is simple. If a significant portion of internet transactions is performed not by humans but by software agents, the money for them must be predictable.
For an agent, finality of settlements, security, privacy, and clear emission are important. It must take emission rules into account.
NEAR is already building infrastructure for such an economy. Chain Signatures allow working with assets from different networks, Intents enable agents and users to specify desired outcomes, and Confidential Compute ensures private task execution.
According to SVRN, NEAR Intents have already processed over $32 billion in total volume.
After the fee switch launch, protocol revenue is used to buy NEAR on the open market.
The resulting model: network usage growth generates revenue, revenue creates demand for the token, and emission reduction simultaneously decreases new supply.
But there is a fundamental question here. Today, emission helps pay for network security and rewards stakers. If emission eventually disappears completely, protocol revenues must be sufficient to maintain security without constant dilution of supply.
SVRN believes this is possible.
The company itself owns about 56 million $NEAR and acknowledges that emission reduction will decrease its staking income by approximately 855,000 NEAR per year.
Therefore, the proposal does not create separate financial benefits for SVRN — it bets on the long-term value of NEAR itself.
Ultimately, this is not just about reducing inflation. It is an attempt to change NEAR’s role: from a blockchain network token to a monetary asset for the AI agents economy.
If this model works, NEAR will compete not only for blockchain users.
It will claim the role of the settlement layer for the machine economy!$BTC, despite a strengthening dollar, still rose 1.29% to 84,033.7. In the past 24 hours, short positions were liquidated for $26.02 million, significantly more than the $16.34 million liquidated from long positions — this rally was mainly driven by shorts being forced to cover. Core inflation is easing and the timing of rate hikes has been pushed back, which is a relief for risk assets; however, the dollar is strengthening simultaneously, indicating the forex market is not convinced, with macro factors offsetting each other. Our data supports a "short-term bullish bias, but not driven by new funds": funding rates shifted from -0.0002% to 0.0080%, with longs starting to pay; DVOL is only 35.6, options are not pricing in a major move; put/call open interest is 0.87, indicating light bearish protection. Judgment: Unless $BTC holds above 85,632.7, it will likely fluctuate between 82,954.3 and 85,632.7. Bearish reversal condition: break below 82,954.3 and funding rates turn negative again; bullish reversal condition: hold above 85,632.7 with contract open interest continuing to increase from $8.05 billion.Protecting the best doggo😭👊! Stuck again at the 0.10 mark, does this script feel familiar?
My judgment: Although 0.10 is repeatedly under pressure, the mid-term structure has been repaired, and now it is in a phase of oscillation grinding towards a breakout.
$DOGE current price is 0.0945, slightly up +0.6% intraday.
The 0.10 barrier has been hit and resisted for the third time, a classic replay of the old script.
Fortunately, it has already stabilized above the 200-day moving average at 0.087, so the mid-term trend is still intact.
The nearest support is at 0.0916.
Honestly: Without effectively breaking through the 0.10 wall, it’s hard for the upward trend to open up space.
Once volume increases and it stabilizes above, the target is first at 0.105.
With full beta attributes, it basically moves in tandem with Bitcoin, and its volatility ranks in the top tier.
Position sizing must be managed carefully.
Intraday range is 0.092–0.097, with a short-term defense level at 0.091.
Trading insight:
Trading doggo is half faith and half discipline. Faith makes you willing to wait for the breakout, discipline keeps you from blindly going all-in on that one bet. Patience is more valuable than impulse. 📌 Dollar-cost averaging $SOL Day 271｜Returns hit an all-time high
Opened my account today, the numbers are a bit overwhelming 👇
💎 Total asset valuation: 103,865.44 CNY
📈 One-year returns: +¥39,024.42 (+60.22%)
🪙 SOL holdings: 129.80845701 coins, worth ¥103,864.24, spot gains +¥28,830.87 (+38.82%)
🏦 Earned coins: ¥93,459.56, annualized yield up to 4.79%
📊 Market: $SOL current price 119.32, daily K high 124.96, weekly chart still in the recovery zone after 60.11
Day 271, I’m still doing the same thing:
1️⃣ Buy a fixed amount monthly, no watching the market, no guessing tops
2️⃣ Keep spot holdings in earned coins, let the coins generate more coins
3️⃣ Save creator rewards separately, add more once enough is accumulated
Honestly:
Hitting new highs in returns is the easiest way to get carried away. The real challenge isn’t holding during the rise, it’s whether you can keep contributing as planned during the months when it fell back near 60.
#比特币ETF连续9日流入，ETH转流出
📍 Day 271, continuing.
How many days have you been dollar-cost averaging? Drop a number in the comments 👇
OKX #SOL #DollarCostAveragingStrategy #CreatorIncentives #Blockchain #嘉信理财拟新增SOL、AVAX与LINK #Interest rate hike expectations delayed, September non-farm payrolls become the next key point The previous core PCE was below expectations, combined with several Federal Reserve officials releasing dovish statements, the market directly lowered the pricing for the October rate hike. However, this does not mean the current round of rate hikes is completely over; the Fed now prefers to observe another round of economic data and will not rush to implement changes. The upcoming September non-farm payrolls report is currently the most important verification point.
The market is now most concerned with three indicators: new employment, unemployment rate, and average hourly earnings. Wage data is critical; if wages continue to grow strongly, the risk of inflation rebounding remains, and expectations for further rate hikes could quickly return.
There are two scenarios.
First, if non-farm payrolls weaken, with new employment below expectations and unemployment rising, it will confirm the labor market is cooling down, rate hike expectations will further cool, the dollar and U.S. Treasury yields will come under pressure, and risk assets like U.S. stocks, gold, and BTC will see an upward window, which is a bullish scenario.
Second, if non-farm payrolls exceed expectations and both jobs and wages strengthen simultaneously, it means the U.S. economy remains resilient, inflation pressure has not disappeared, and previously delayed rate hike expectations will quickly rebound. U.S. Treasury yields and the dollar will rise, directly suppressing gold and crypto assets, likely triggering a rapid pullback.
The current market is in a volatile phase of long-short game; macro funds generally choose to wait and see, waiting for the non-farm payrolls release before making directional bets. Before that, the market is prone to back-and-forth consolidation, with poor sustained trends, making it unsuitable for heavy positions betting on a breakout. $BTC $ETH $ZEC Currently, Ethereum does not have an independent trend and almost follows Bitcoin. During the BTC weekly rally, double top patterns on the daily chart are quite common. Similarly, during the monthly rally, double tops on the weekly chart are also common. After testing for so long without breaking down, it feels like a breakout is about to happen. If it doesn't fall below 8.2 today, there won't be any shorting attempts in the short term. $BTC $ETH #Interest rate hike expectations delayed, September non-farm payrolls become the next key
Tomorrow is non-farm payrolls day, both BTC and ETH are waiting for direction
Tomorrow at 20:30 the non-farm payroll data will be released. Today, both BTC and ETH are consolidating, waiting for direction, no one dares to move first.
$BTC is currently at 84194, up 1.36%. The 24-hour high touched 85632, then dropped back. The 85,000 level is a strong resistance, it has tried several times but failed to break through. US Treasury yields remain high, funds are hesitant to enter aggressively, all waiting for the non-farm data to provide direction.
$ETH is currently at 2717, holding up better than BTC. The 24-hour high was 2738, with heavy resistance between 2750 and 2800 where many are trapped. To break through, volume is needed, but current volume is insufficient. I still hold a short position at 2671, currently at a small loss, just waiting for the non-farm data to trigger a drop.
How to view the non-farm data? The previous value was 162,000. If the data exceeds expectations, interest rate hike expectations will heat up, and both BTC and ETH will likely drop. BTC could target 82,000, ETH around 2600. If the data is below expectations, rate cut expectations may return, possibly causing a rally, but don't be too optimistic, the 85,000 resistance for BTC still stands.
My strategy is simple: hold the short position and wait for the non-farm data. No adding positions before the data, trade with the trend after the data. For such major data-driven markets, don't bet on direction, wait for confirmation before moving.#OutcomesOnOrbit #ZECGoesInstitutional IF THE FED RAISES INTEREST RATES BUT BTC DOES NOT DROP, IT COULD BE A STRONGER BULLISH SIGNAL THAN AN INTEREST RATE CUT Sometimes the crypto market looks very simple on the chart, but the real story lies in the money flow behind it. Bad news that doesn't cause the price to drop is often more important than good news that makes the price rise. If the Fed is hawkish or raises interest rates but BTC still holds support, the market may have priced in most of the risk. What I want to watch is not just a green or red candle. Food money, rent, all included.
$ETH short position, 100x leverage, 3 coins.
Current price 2715, forced liquidation stuck tightly at 2753.
Just 38 dollars short.
Just one more spike, no more, just one.
Not only will this position be gone, but my food money and rent money for tomorrow will all be wiped out by this market.
I used to laugh at others who leveraged up to the point of being penniless.
Thinking, how can someone so grown up gamble with even their food money. SoftBank has invested another $10 billion in OpenAI
SoftBank Vision Fund 2 has completed its third payment.
This is the final installment, bringing the total investment to 64.6 billion.
Where did this money come from:
The 64.6 billion was not paid all at once, but accumulated over three payments.
Working backward, the first two payments totaled 54.6 billion.
How this number is calculated:
13% equity corresponds to 64.6 billion.
In other words, OpenAI's total valuation is about 497 billion.
This is calculated by division, not an official quote.
Short-term traders watching the $BTC market will likely be disappointed by this news.
This money goes into OpenAI's equity, not into any coin pools.
The only thing it can affect is sentiment, and sentiment is not reflected in K-line charts.
#比特币ETF连续9日流入，ETH转流出
#Anthropic披露845亿美元SpaceX算力协议 #OpenAI拟1.4万亿美元估值融资300亿美元 $BTC 🐋 Whale position recovery is one thing, but whether market funds will take over is the key!
Big Brother Maji's $HYPE position is worth watching: According to the data you provided, holding 206,000 tokens with 10x full leverage, the unrealized loss narrowed from over 800,000U to -136,200U, the base position did not decrease but increased, still waiting for a catch-up opportunity.
But don't just look at the whale holding the position; also watch if the market is cooperating.
📊 Latest available ETF data (September 29):
🟠 BTC spot ETF net inflow about $66.2 million;
🔵 ETH spot ETF net outflow about $2.8 million. BTC and ETH funds show divergence.
What does this mean?
BTC still has funds supporting it, but that doesn't mean all coins will rise simultaneously; HYPE's loss narrowing doesn't mean the catch-up rally is confirmed.
Next, focus on three things: whether BTC can hold steady, whether ETH funds will return, and whether HYPE can maintain sustained volume and relative strength.
Whale positions can be referenced, but don't take others' high leverage as your own trading signal.
The above is just personal market observation and does not constitute trading advice.
$BTC $ETH $HYPE
#加息预期推迟，9月非农成下一关键 #比特币ETF连续9日流入，ETH转流出 43 US-listed stocks (including ADRs), covering five segments: electronic materials/chemical gases, PCB and packaging substrates/EMS, optical fiber cables and optical interconnects, high-speed connections and rack power supply, and storage manufacturing equipment. Stock prices, market capitalization, forward multiples, and consensus target prices are uniformly taken as of the close on September 30, 2026, with revenue structure mainly based on fiscal year 2025.
Key readings of the list and business proportions:
Material purity layer: ENTG (about 95% semiconductor revenue, advanced logic 40%/storage 30%), MKSI, ESI, DD (Qnity has been spun off), LIN/APD (AI is just one of many industrial gas end markets), ROG, AMKR.
Substrate and connection layer: TTMI (24% data center computing), FN (about 81% data center + communications), COHR (74%), LITE (nearly 100% optical/cloud connectivity), JBL (AI-related about $12.1 billion, accounting for 37%), SANM (cloud/AI 62%, quarterly YoY +173%), APH/TEL, VRT, CRDO/ALAB (100% interconnect product scope).
Equipment layer: LRCX (46% of FY2026 system revenue from storage), AMAT (DRAM 26%), KLAC (process control storage about 21%, of which DRAM about 85%), ASML, as well as CAMT, FORM, COHU, BESIY, etc.
Good hunters, good waiters The biggest hidden main theme in the crypto space these days is not Meme, not public chains, but institutional-level funds frantically accumulating QNT🔥
On-chain data is very exaggerated:
There were 645 whale orders over $100,000 in a single day, setting a record for the highest historical buy-in.
The logic is simple:
QNT focuses on bank-grade cross-chain compliant interaction and is currently one of the few crypto assets truly landing in traditional financial scenarios.
Mainstream large-cap coins are stagnating, Meme rotations are chaotic, and smart money is starting to cluster around "real-world narrative."
Do you think this institutional rally in QNT is a short-term arbitrage or the beginning of a new mainstream sector rotation?
#QNT #加息预期推迟，9月非农成下一关键 Combined with Brent crude oil's high-level oscillation near $98, the current US-Iran situation is showing a tense state of "no agreement, no fighting."
On the diplomatic front, indirect negotiations mediated by Qatar between the US and Iran have made little progress, with both sides still divided over the sequence of reopening the Strait of Hormuz and lifting sanctions. Iran's "seven-day plan" was rejected by Trump, with the US insisting that Iran must first abandon its nuclear program.
On the military front, both sides are preparing for an escalation of conflict. US officials revealed that Trump might resume large-scale military operations after the midterm elections in November, while the Iranian military stated it remains on high alert and warned it is ready to respond to an "apocalyptic war." Recently, multiple oil tankers in the Strait of Hormuz have been attacked by unidentified projectiles, further increasing the risk of accidental conflict.
Oil prices are the most honest thermometer of the current situation. Brent crude oil hovering near $98 indicates that the market has priced in geopolitical risk premiums but has not yet factored in the extreme scenario of a "complete supply cutoff." Middle Eastern oil exports have recovered to about 80% of pre-conflict levels, so the supply side has not truly broken down; what is really driving up oil prices is the combined effect of transportation risks and insurance costs.
Overall assessment: In the short term, neither the US nor Iran can afford the cost of full-scale war, making a "neither war nor peace" stalemate more likely. However, the post-midterm election period is a critical juncture; if diplomacy still fails to break through, the likelihood of military conflict will significantly increase, and oil prices may quickly break through the $100 mark. #加息预期推迟，9月非农成下一关键 #伊朗收到美国反提案，美伊分歧仍在 🔥 ZEC + SOON: Could this rebound just be a bull trap?
These past two days, I've been focusing on two short opportunities: $ZEC and $SOON.
Let's start with $ZEC.
After opening a short near 1643, the price dropped all the way to around 1410, with unrealized profits once exceeding 700%.
From the high near 1695, it fell more than 200 dollars; short-term bears have clearly taken control.
But the real key isn't how much it has fallen, but whether the 1400–1390 zone can hold.
$ZEC surged from around 450 to above 1600. After such a one-sided rise, it started a prolonged consolidation above 1500 but has been unable to break new highs, indicating structural weakness.
So now I'm more focused on:
📍 1500: dividing line between strong and weak rebounds
📍 1400: important short-term support
📍 1390: breaking below this could open up further correction space
If the price climbs back above 1500, shorts need to reassess.
If 1390 is decisively broken, the market may enter a new adjustment phase.
As for $SOON, a short position has been established near 0.3165, currently also awaiting further structural confirmation.
#RateHikeDelayedJobsNext #BTCInflowETHOutflow #USTreasuryYieldsClimb ETF funds quietly split! $BTC is still holding, $ETH is loosening first?
Here’s my judgment:
It’s not a full retreat, but institutional funds’ preferences have clearly diverged, and incremental momentum is slowing down.
BTC spot ETF has been bought for 9 consecutive days, totaling nearly 3.08 billion.
Don’t just focus on the attractive label of continuous inflows.
The single-day peak once surged to nearly 1 billion, now only 66.19 million remains, the strength visibly weakening.
What’s more worth noting on the other side:
ETH ETF ended 7 consecutive days of inflows and turned to net outflow yesterday.
Although the outflow volume is small, only 2.81 million, it’s not yet a large-scale escape.
But the signal is important: the previous situation where BTC and ETH attracted funds simultaneously has been broken.
Institutions are now more willing to hold the big coin, and their willingness to chase the second coin is starting to hesitate.
This also explains why BTC’s relative strength has been consistently stronger than ETH recently.
I won’t draw a final conclusion based on just one day’s data.
Focus on two things: whether BTC inflows will further stop, and whether ETH outflows will amplify.
Once fund preference shifts, the market rhythm will definitely change.
Trading insight:
Continuous inflows are inertia; slowing inflows plus early divergence are the precursors. The market doesn’t suddenly reverse; usually, funds quietly change their minds first, and prices follow belatedly.
#比特币ETF连续9日流入，ETH转流出 #加息预期推迟，9月非农成下一关键
- Nonfarm payrolls significantly exceed expectations: tightening expectations rise → USD and US Treasury yields strengthen; gold and non-USD currencies under pressure, US stocks diverge
- Nonfarm payrolls meet expectations: status quo → major assets fluctuate narrowly, awaiting inflation data
- Nonfarm payrolls significantly miss expectations: rate cut expectations heat up (extreme weakness may trigger recession fears) → USD and yields weaken, gold benefits, growth stocks relatively strong 📉 US Treasuries just had their worst month in four years
The 10-year yield jumped more than half a percentage point in September to 5.3% — the sharpest move since September 2022
The 30-year is sitting at its highest level since June 2002 $BTC
Here's the part that matters: rising yields are forcing some funds, including mortgage bond holders, to sell Treasuries, which pushes yields even higher. One asset manager calls it a "vicious loop"
$ETH $BTC remains locked around $83K, repeatedly testing the $84K area but struggling to build momentum. Short-term bounces may look bullish, but unless BTC firmly reclaims $84.5K–$85K, another liquidity sweep remains possible. 🔻 $ETH is under heavier pressure. After losing $2,700, it slipped toward $2,640. A break below $2,600 could expose the $2,520–$2,550 zone. 📊 PCE caused limited volatility, suggesting much of the rate outlook is already priced in. Attention is now shifting toward Micron's earPCE is positive, so why can't Bitcoin hold its gains? What about crude oil?
1. Let's start with PCE. Overall PCE for August rose 0.3% month-over-month (expected 0.4%), core PCE rose 0.2% (expected 0.3%), all four figures were below expectations. However! Much of this cooling is due to adjustments in the statistical method, and July's data was also revised downward. In other words, inflation hasn't improved; the measurement stick has changed. Plus, personal spending increased by 0.9%, so people are still spending aggressively. The odds of a rate hike in October are now about 50/50.
2. So the question is, why can't Bitcoin hold its gains? The answer: US Treasury yields are rising instead of falling, and the dollar is also strengthening. The market has figured out the trick behind the PCE data.
3. Technically, 85,000 is the sell wall for long-term holders, and this week it has been pushed down for the fourth time. The 4-hour descending triangle had a false breakout last night; the bottom edge at 82,500–82,800 hasn't been broken yet. The triangle is nearing its end, and Friday night's nonfarm payrolls will likely be the directional trigger: if it breaks above 85,000, look for 87,300 and 90,000; if it falls below 82,500, first watch 80,000/78,000, with the farthest target near the 200-day moving average at 71,500.
4. Now about crude oil. The 88.5–90 range is key support, with the 0.618 retracement level, three lows, and the 50-day moving average all converging here; resistance above is at 93, 97, and 100. If it breaks below 88.5, then watch 85/82.