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$NIGHT NIGHT has surged ~22% in 24H and ~70% in 7D, but the rally is now heavily extended. RSI is above 85 with ~7.9× relative volume, while positive funding shows crowded longs. The $0.0433 resistance remains the key barrier despite Midnight’s latest technical upgrade. Short setup. Entry: $0.0410 - $0.0430 TP: $0.0380 - $0.0360 - $0.0330 - $0.0300 SL: $0.0452If $ZEC can't hold 1400 today, will it definitely drop to 1300 tomorrow? I don't think so, because right now it's in a range-swinging mode. Looking at the market, ZEC has fallen from a high of 1698 to 1404, with each rebound peak getting lower, which looks like a downtrend. But check the long-short ratio in the screenshot: long accounts are 43.33%, short accounts 56.67%, with a long-short ratio of 0.76. Shorts actually dominate, meaning the whales won't let shorts easily profit. In this structure, big rises or falls are unlikely; it's more likely to be repeated tug-of-war, range-swinging, washing out the undecided longs and shorts. Looking at the latest news, there are several important signals. Gemini co-founder Tyler Winklevoss publicly expressed bullishness, saying the current market sentiment for Zcash is very similar to Bitcoin in 2019. Meanwhile, a whale withdrew 2000 ZEC from Binance, consolidating it into a main holding address, which currently holds about $66.19 million worth of ZEC—big money is withdrawing and locking up coins. The NU7 upgrade schedule is also set: testnet activation on October 6, mainnet launch on November 5, with block time reduced from 75 seconds to 25 seconds. Technically, ZEC broke below the key 1500 support, the 14-day RSI fell to 53.41, indicating weakened buying pressure. Key support is between 1350-1400, resistance is between 1420-1450. So the current strategy is: don't blindly short, and don't blindly bottom-fish. In this range-swinging mode, short at highs and buy at lows for short-term trades, set stop losses well, take a bite and run. Breaking below 1400 might go to 1360; only breaking above 1450 could trigger a rebound. $BTC $ETH #加息预期推迟，9月非农成下一关键 $ETH is giving back part of its recent move. Ethereum pushed toward $2,737 before sellers stepped in, sending price back to around $2,675. Key levels from the chart: $2,737 -> 24H high and immediate resistance $2,689 -> level ETH needs to recover $2,665 -> current range support Holding above $2,665 keeps the short-term structure alive. Reclaiming $2,689 could give buyers another chance to challenge $2,737. But if support breaks, $ETH may need to find a new base.Micron's earnings report is out! A perfect score exceeding expectations, yet the stock price didn't move? What's going on with this market, or is Micron no longer performing? 1. Let's go straight to Micron's report card: revenue of 54.2 billion, significantly higher than the expected 51 billion, while the company's own guidance was only 50 billion. Then EPS is also impressive, reaching 33.42, compared to the expected around 31.5. Full-year revenue is 133.1 billion, 3.6 times last year's. 2. It can be said that Micron's earnings report this time, just like Xiao Qin analyzed yesterday, gave the market a big surprise. But the question is, why didn't Micron's stock rise at all with such a good report? This can't be considered a case of all good news being priced in, because the stock price didn't rise even in the week before the earnings report! 3. Actually, there are two reasons. The first is that some of Micron's guidance for the next quarter is a bit weak: revenue of 61.5 billion, EPS 38.15, but gross margin drops to 86%, and the quarter-over-quarter growth rate falls from 31% to 13%. People had high expectations for Micron's rapid growth, but now it can only be considered decent. 4. So the problem now is that both the results and guidance are good, but the stock price hasn't reacted yet, which is not a very good sign. Mainly because it fell too much before, with a large number of trapped investors; when the stock price rises, many sell to break even. So Micron currently still looks somewhat weak. $MU #“AI股神”基金清仓，美光单日涨超15% $CP held for two days just to break even 😮‍💨 While other alts were flying, this one kept bleeding me with $20+ daily fees. Too crowded, too expensive to hold. I’m out and rotating into something cleaner. 🚀 #RateHikeDelayedJobsNext #USTreasuryYieldsClimb #SECOnchainFundingRules 🚨 Strategy’s Labelled Wallets Now Hold $40.28B in BTC 🐋 On-chain analysis suggests that 97% of Strategy’s Bitcoin holdings were identified in May 2025, marking the first public attribution of those wallets. $BTC 🔹 Labelled wallets: $40.28B in BTC 🔹 Fidelity Custody: another $15.5B tagged 🔹 Combined: roughly $55.8B 🔹 That’s around 78% of Strategy’s reported $71.4B BTC holdings The big question now: how much more of the remaining holdings can be traced? 👀 $ETH #DailyOrbit *October 1 Bitcoin Chinese Latest News — Now $83,217* *1. Price* $BTC *$83,217*, range *$82K-$86K* sideways for 7 days, highest today *$85,649*. $ETH *$2,674*, $SOL $117.7, $ZEC highly volatile. *2. Q3 Closing* BTC *+43.5% second strongest Q3 in history*, ETH *+71% strongest Q3 in history*. ETF from September 21-25 *$2.39 billion* strongest in nearly a year, Monday $999 million single-day inflow, pushing annual inflow positive. *3. Why no rise* - *US Treasury 5.306% highest since 2002*, 30-year 5.65% also highest since 2002, quarterly increase 87bp (largest since 1994) - *ETF outflow 87%:* only $31 million left on Sunday, September 30 *-$148 million ended 9 consecutive gains*, $86,000 buy orders became resistance - PCE *3.4% below expected 3.7%*, but US Treasury rose, BTC retreated after hitting $85,649 *4. On-chain* Long-term cost *$48,800*, short-term *$73,300*, BTC 13% above short-term safe. Futures open interest *625,000 lowest this year*, leverage washed out. Native BTC staking goes live combined with institutional access, STX surges 27.18% in a single day reaching $0.3977 STX on OKX surged 27.18% in one day, touching $0.3977. For those holding positions, today watch the turnover around $0.3977. Stacks has just pushed native Bitcoin staking to the mainnet, with the full-day spot trading volume reaching 12.59 million USDT, ranking among the altcoin movers. I checked the on-chain activity this afternoon. Stacks has now launched Bitcoin staking on the mainnet; holding BTC allows you to earn yield directly at the base layer, but the mechanism requires pairing with STX to lock the staking quota. Anchorage has also opened channels for institutions, with buy orders sweeping spot markets targeting quota demand, pushing the market upward unilaterally. I also checked the OKX futures page. The total altcoin futures open interest stands at $3.054 billion, surpassing Bitcoin futures at $2.881 billion, with the Fear & Greed Index at 74 in the greed zone. Bitcoin spot is consolidating narrowly at $83,405.8, and the STX-USDT perpetual funding rate remains at 0.010%, with no extreme squeezes or significant discounts from either bulls or bears. I personally added STX-USDT perpetuals to my watchlist this afternoon. After a 27.18% single-day surge, chasing the price higher now isn’t cost-effective; I’ll first observe whether the buy order depth above $0.3977 can hold.AVAX is slightly weak amid fluctuations today, lacking sustained buying pressure after a rebound, indicating that the market remains cautious about capital allocation in the L1 sector. Avalanche's focus is on subnets, institutional-grade on-chain applications, RWA, and the gaming ecosystem. Recently, tokenization and interoperability have become focal points of discussion among financial institutions, providing some support for AVAX's long-term narrative. However, in the short term, the market pays more attention to real ecological data, project launches, and capital inflows. As long as these variables do not show significant improvement, AVAX is still prone to fluctuating repeatedly following the risk appetite of BTC and ETH. $AVAXBCH showed weakness today, retreating after a rally, reflecting that funds still mainly rotate among established payment-type assets. BCH's advantage lies in its clear payment narrative and mature on-chain structure, making it easy to gain the label of "Bitcoin alternative" or catch-up rally when market sentiment improves; however, compared to BTC, ETH, and new public chains, its new narratives are relatively limited. Currently, BTC remains the core of the market, and whether BCH can demonstrate independent strength depends more on whether there is rotation within the PoW sector and if trading volume can continue to improve. $BCH$QUANT all shorted, wait for the rebound to take out how many shortsSUI surged today but then pulled back, with volatility significantly greater than mainstream coins, indicating that the market still has interest in high Beta public chains, but the funds tend to be short-term. The highlights of Sui lie in its high-performance chain, gaming, payments, and consumer-level applications. As long as the ecosystem has new projects, blockchain games data, or financial incentives, it easily brings phased heat. Now that the market is refocusing on tokenization and interoperability, SUI will also benefit from the public chain narrative warming up, but it relies more on ecosystem activity and new liquidity. The strength of support after a short-term rally is more worth paying attention to than the pure price increase. $SUI$ETH is not unable to rise now; it is accumulating strength under the $2,800 ceiling, waiting for a catalyst to wipe out the shorts in one go. The current price is $2,690, having surged about 71% in Q3, making it the strongest third quarter in its history. But entering October, the price has been suppressed in the $2,750–2,800 range for several consecutive weeks, and the significance of this level deserves a closer look. First, let's see where the pressure is. There are about $1 billion worth of short positions piled above $2,779; whoever pushes the price up first will be crushed; on September 29, the spot ETF ended a continuous 7-day net inflow with a slight net outflow of $2.81 million. Leveraged funds proactively contracted ahead of the PCE and employment data, and futures open interest dropped to $33.6 billion. In short, institutions are waiting for the data and dare not chase the highs. Next, let's look at the confidence. The underlying logic remains intact: core PCE is cooling down, the probability of further Fed rate hikes is decreasing, and the macro environment is easing; about 30% of ETH is locked in staking, continuously tightening the circulating supply; BitMine bought another 17,362 coins in a week, with total holdings exceeding 6 million (accounting for 4.9% of circulating supply), of which 84% are staked. This buying is long-term and structural. The most critical catalyst has yet to materialize. On October 6, the Glamsterdam upgrade will launch on the Sepolia testnet. This is the largest upgrade since the Merge, directly integrating PBS and block-level access lists into the consensus layer, with mainnet deployment expected in Q4. The market has clearly not fully priced this in yet. After BTC surged today and then pulled back, the market's bullish and bearish divergence is increasing. Public data shows that Bitcoin futures open interest has surpassed $50 billion for the first time this year, indicating rising participation from institutions and leveraged funds; however, high open interest does not equate to a one-sided market, but rather suggests that volatility may become more intense. On the trading front, BTC remains the market sentiment anchor. As long as it stays stable, capital is more willing to rotate into ETH, L1, and meme tokens; if a rapid pullback occurs, altcoins usually face more pronounced pressure. $BTC10.1 Morning Market Overview: National Day Holiday, Happy Holidays Today is the National Day holiday, a day of nationwide celebration. Wishing everyone: Happy Holidays! May all your wishes come true! May your wealth grow daily! BTC closed with a long upper shadow bearish candle this morning, indicating strong bearish momentum. BTC quickly rebounded last night after the PCE data release, spiking to 8.56. The rapid rise and fall aimed to liquidate high-leverage long and short positions. Last night, BTC broke above the trendline and spiked to 8.56, surpassing the previous high of 8.52. This was a textbook false breakout followed by a drop back into the structure. BTC is still consolidating around 8.37. During the Asian session and the National Day holiday, liquidity is insufficient. The focus remains on watching the US stock market for post-market movements. Looking at ETH; ETH has been oscillating narrowly around 2661 for 7-8 days. The Ethereum market requires patience—it's best to watch more and trade less. 2661 is a valid support level. If you can't resist trading, you can lightly buy on dips near 2661 intraday, with a stop loss at 2601 and targets around 2721 and 2750. $ETH $BTC $ZEC XRP faced noticeable intraday pressure, retreating after a rally, reflecting that there are still many short-term positions waiting to be realized above. The long-term narrative for XRP has always centered around cross-border payments, institutional settlement, and regulatory progress. Recently, DTCC, Citi, and Swift released white papers related to tokenization and interoperability, which has reignited market discussion around the payments and financial infrastructure sector. However, it takes time for such macro narratives to impact the coin price. In the short term, trading volume and capital inflow strength are more critical, and volatility may continue to increase. $XRPTRX showed overall volatility today, with intraday attempts to rise that failed to sustain effectively. The trend still reflects the typical low volatility characteristic of TRON ecosystem assets. TRX's fundamentals lie in stablecoin transfers, on-chain payments, and fee consumption. The market's focus is more on real on-chain usage rather than short-term narrative spikes. Recently, traditional finance has been continuously discussing tokenization and cross-institution interoperability, which also positively influences payment public chains. However, for TRX to demonstrate stronger resilience, we still need to see capital shift from defensive assets to an ecological expansion logic. $TRX Treasury yields are climbing again, and I think this is one of those moves that can quietly become more important than the headlines everyone is watching. Higher yields basically mean investors are demanding more return to hold U.S. government debt. For markets, that matters because bonds start competing harder with stocks, crypto and other risk assets for capital. It also pushes borrowing costs higher across the economy. Personally, I’m watching whether yields stay elevated rather than focusing on one day's move. If they keep climbing while the dollar strengthens, I’d become more cautious about risk sentiment. But if BTC and equities can hold up despite higher yields, that would tell me there’s still pretty strong demand underneath the market. The interesting part is that rising yields can mean different things stronger growth expectations, inflation concerns, heavier government borrowing, or changing Fed expectations. So for me, the question isn’t simply “Are yields going up?” It’s “Why are they going up, and can risk assets handle it?” #USTreasuryYieldsClimb $BTC There is an interesting phenomenon in the crypto market: Some people, even after trading for several months, still ask every day: "What should I buy now?" "When should I sell?" "Will this position go up?" After trading for a year or two, the questions remain pretty much the same. But there are also some traders who, although they may not trade every day, become increasingly clear about when they should trade and when they should wait. I think one very important difference is: whether they seriously review their own trades. 1. More trades do not mean more trading experience This was something I used to easily confuse. When I first started trading, it was easy to think: The more trades you make → the richer your experience. But later I realized this is not the case. If every day you just keep repeating: chasing when you see a rise, selling when you see a drop, averaging down after losses, selling early after profits, and then repeating the next day, then although the number of trades increases, the actual experience gained may be very limited. Because you are just repeating actions without truly analyzing them. So now I increasingly feel: experience is not a simple accumulation of the number of trades, but an effective summary of past actions. 2. Why are trading records more important than "feelings"? Many people like to review based on impressions. "Last time I think I sold too early here." "I remember that coin suddenly dropped before." "I feel my biggest problem is not holding on." But human memory is actually unreliable, especially after tradingDOGE showed a pattern of rising first then falling today, surging intraday before giving back gains, indicating that the meme sector still has heat, but the sustainability of chasing high funds is generally weak. The core of DOGE remains sentiment, community spread, and Musk-related topics. Once the overall market risk appetite warms up, it often becomes one of the preferred choices for funds to test the meme direction. Currently, BTC derivatives positions are heating up, and the overall market's competitive sentiment is not low, but if DOGE wants to turn the rebound into a trend, the key is whether trading volume can continue to expand, rather than relying on just one or two strong bullish candlesticks. $DOGEMarket Observation: Key Battle Under Volume-Contraction Consolidation The long upper shadow at 122.85 acts like an insurmountable "ceiling," directly discouraging today's momentum traders. The market votes with real money; no one is willing to take over at the high point. Reviewing yesterday's movement, although the price once touched 122.85, it ultimately closed at 119.33, leaving clear signs of selling pressure. Today opened at 119.34 and fluctuated within a narrow range between 117.04 and 120.59 throughout the day, currently hovering around 119.41. The most critical signal is that volume has shrunk. This usually means both bulls and bears are watching cautiously, and upward momentum is temporarily exhausted. Technically, the resistance zone between 120.59 and 122.85 has formed a solid barrier. Without a volume breakout, this area becomes a short-term "no-go zone." Looking downward, 117.04 is today's defensive line; if broken, 116.37 will be directly exposed to bearish pressure. For short-term trading, focus on the support strength around 119.34. If it cannot hold, it is a typical pullback after a rally—avoid blindly chasing highs. Position holders should closely monitor the order support at 117.04; a breakdown there calls for caution against risks. #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 #美债收益率频创新高，长期利率压力未缓解 What a night! 🔥 $BTC broke 85K, so I closed my short. $ETH still hasn’t cleared 2750, so I’m staying patient. PCE looked positive, but strong consumer spending suggests the U.S. economy isn’t cooling much. With Treasury yields still elevated and NFP ahead, volatility may continue. For now: wait for confirmation, manage risk, and compound slowly. 📈 #RateHikeDelayedJobsNext #USTreasuryYieldsClimb #SECOnchainFundingRules $SUI price has returned to the middle of the range. Can ecosystem growth bring sustained buying pressure? OKX spot 24-hour range is approximately 1.138—1.212, with a trading volume of about 35.63 million USDT. Growth in applications and transactions will increase on-chain usage, but if active users mainly come from subsidies, token demand may not keep pace with supply. If the 1-hour chart shows a volume surge stabilizing above 1.212 and holds after a pullback, I will raise my assessment of trend recovery; if 1.138 breaks down and the rebound volume is weak, then I will first observe whether user retention and fees improve simultaneously.This year, the stronger the labor market, the harder BTC falls: September jobs report — the last labor market reading before the October decision In August, nonfarm payrolls added 162K jobs — three times the forecast — and BTC dropped nearly 2% that day. This time, expectations are only around 90K: if the data comes in strong again, the odds of a October rate hike rise; if it weakens, BTC may have room to bounce. 1 day 03:58:06 until jobs ‎<40%‎ Odds of a October rate hike · CME30-year Treasury yield: 5.61%. Highest since 2002. This is the gravity well holding risk assets down. $BTC can't break $85K until yields ease. Not financial advice. #RateHikeDelayedJobsNext #BTCInflowETHOutflow #NVIDIA150BBuyback Computing Power Siege: When the $84.5 Billion "Cap" Becomes a Tech Giant's Token of Commitment Recently, as Anthropic accelerates its IPO preparations, a disclosed confidential document has brought the tech world's most secretive and ruthless battle to the forefront: Anthropic and SpaceX have signed a computing power agreement with a cap as high as $84.5 billion. It must be emphasized that the keyword here is "cap"—this is not a bill already paid, but a top-tier budget ceiling reserved to ensure supply is not "cut off" during future computing power shortages. This figure itself has surpassed the scope of commercial contracts and has become a form of strategic deterrence. More intriguing than the amount is the tense cooperative-competitive relationship between the two parties. SpaceX is not simply a computing power landlord; it owns xAI, which is also an ambitious player in the AGI race. Meanwhile, Anthropic, as a leading model developer, has to "borrow resources" from a potential competitor. This seemingly contradictory combination starkly reveals an industry truth: as competition in model algorithms intensifies, the most scarce hard currency is high-performance computing resources (Compute) that can be delivered immediately. In the face of survival and expansion, business ethics must give way to resource acquisition. #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 Tonight’s $BTC move was a real mind game 😵‍💫 It faked a breakout above 85K, spiked to 85.6K, and shook both longs and shorts. I almost flipped long too, but stayed patient and waited for the 4H confirmation. Staying calm saved me from getting trapped. $ETH was steadier after already sweeping yesterday’s liquidity. Anyone else get caught on both sides tonight? 👀 #RateHikeDelayedJobsNext #BTCInflowETHOutflow #IranUSDealStandoff DogeOS has opened a public testnet for Dogecoin, allowing developers to use test DOGE to build EVM-compatible lending, trading, and stablecoin applications—Dogecoin's first step into DeFi. The team is betting on Dogecoin miners to provide security endorsement for applications in the future; however, at this stage, applications still actually rely on selected operators rather than the miner network. The roadmap acknowledges this as a long-term structure to eventually involve miners. DOGE wants to move beyond the narratives of payment and speculation, and this is just the first brick laid on that path. $QUANT statement: Be very careful when shorting. Think about how zec was shorted by you all. Once too many people short and the hype rises, even if it doesn't reach zec's level, a sharp drop can still take you down!!! #比特币ETF连续9日流入，ETH转流出 #美债收益率频创新高，长期利率压力未缓解 #伊朗收到美国反提案，美伊分歧仍在 ETC is running weak today, facing pressure again after a rebound, indicating that capital participation in this type of established PoW asset remains limited. ETC's logic mainly comes from the miner ecosystem, decentralization narrative, and market phase rotation, rather than sustained application growth. Currently, the overall market risk appetite has somewhat warmed up, but capital is clearly more inclined towards new narratives, AI, on-chain finance, and highly elastic assets, with ETC relatively lacking hotspot support. Without catalysts in computing power, ecosystem, or market rotation, the trend will most likely continue to follow BTC sentiment. $ETC$BTC $ETH This market, Ethereum is about to have a big move, and the possibility of a sharp drop is higher than a sharp rise. Since this market reached 2800, it has tested 2700 multiple times but stubbornly refuses to break through. Does this wave look like the one pulled up in August? Now it’s either a continued breakout with a big bullish candle pushing up, or a waterfall crash directly down. At the current 2700 level, during a bear market, which do you think is more certain? It’s definitely more likely to retrace and decline. If it continues to break through here, I’ll count the smaller chance, 10%, which would directly push to 3000 points, but that possibility is small. Now I’m shorting, if you want to mock me, go long yourself, then show off your long positions and mock again, acting as my opponent. Making money is about your own ability. If you don’t even have a real account, don’t bother talking. #美联储三票主张加息，今晚PCE成新看点 #美债30年期收益率突破5.6%，创2002年来新高 POL weakened intraday, and the rebound during the session failed to continue, reflecting the market's cautious expectations for the Polygon ecosystem. POL inherits the ecological value of the original MATIC, with core highlights still being AggLayer, Ethereum scaling, enterprise-level on-chain applications, and stablecoin payments. Currently, discussions on tokenization promoted by traditional finance are heating up, which theoretically benefits infrastructure like Polygon, but the market is more concerned with actual usage, on-chain fees, and ecosystem project activity. Without clear catalysts, POL will most likely continue to fluctuate with the overall sentiment of the Ethereum ecosystem. $POL ATOM showed relative strength today, with the price action having a certain catch-up flavor. The long-term logic of Cosmos remains cross-chain interoperability and modular infrastructure. Recently, tokenization, cross-institution settlement, and interoperability have become market hotspots, bringing renewed attention to established cross-chain assets like ATOM. However, ATOM has long been constrained by ecosystem value capture and token inflation controversies. To sustain a lasting rally, improvements in inter-chain security, liquidity, and application data need to be observed. The short-term recovery is good, but the medium term still depends on fundamental fulfillment. $ATOMOn-chain anomalies show an ancient giant whale transferring 133,298 ETH to a new address; low-cost chips have not directly entered exchanges, so the short-term probability of a dump is limited, mostly representing position migration. On the Bitcoin side, 5,550 BTC flowing out from OKX hot wallets indicate holding intent, while the inflow pressure of 2,060 BTC was absorbed without breaking ETH's one-hour structure. ETH current price is 2678, with a one-hour MACD golden cross and candlesticks returning above the moving average. Below, there is a high-density long liquidation zone between 2650 and 2670; above, short liquidity accumulates between 2730 and 2760. While waiting at the red light, I rested my hand on the lunchbox and glanced at the liquidation chart. According to liquidation logic, the main force is more likely to first retest and clear long stop losses above 2650, then rebound from support to test short stop losses above 2730. Buying on the dip offers a favorable risk-reward ratio. Entry range: 2652 to 2668, stop loss at 2639, first take profit at 2735, second take profit at 2760; no chasing higher after reaching targets. $ETH #美伊谈判重启，双方让步空间有限 @OKX星球 NIGHT is a relatively strong asset today, maintaining a high position after a volume surge, indicating that capital is trading privacy computing and new public chain narratives. Midnight is backed by the Cardano ecosystem, focusing on data protection and compliance scenarios. In an environment where regulations are gradually clarified and institutions are paying attention to on-chain financial infrastructure, this direction is more likely to gain topic heat. However, volatility is usually high in the new coin phase, and rapid rises often lead to chip exchanges. Going forward, the key is to see if trading heat can continue and whether the ecosystem side continues to release actual progress. $NIGHTPUMP experienced an intraday surge followed by a pullback, indicating that while the market is still willing to trade the meme launch platform narrative, there is a strong desire among high-frequency short-term funds to take profits. The core focus of Pump.fun is not just the price of a single coin, but whether the meme popularity on the Solana chain, platform revenue, and new project activity can be sustained. As long as the on-chain wealth creation effect returns, PUMP can easily become an amplifier for sentiment-driven funds; however, once meme trading cools down, its valuation will face pressure first. This asset moves quickly, and its trend is better analyzed in combination with volume and market sentiment. $PUMPSUI is priced at $1.16, up 30% in seven days, but it has been rejected at the 0.786 Fibonacci level of $1.25 and has fallen back to $1.20. EMA50 at $1.08 is a key support, upper resistance at $1.28, RSI neutral at 51.71, MACD shows a death cross. The positive is that daily active users have surpassed NEAR, TON, and Arbitrum, but there is a token unlock in October, so supply pressure needs to be watched. My approach: lightly buy if it holds at $1.08 on the pullback, exit if it breaks below. DOGE is at $0.09, stuck below the $0.10 resistance. Top traders' long-short ratio is 3.67, with 78.6% net long, retail 73.3% bullish, but the spot buy-sell ratio is only 0.71, with sell orders crushing buy orders at a 40% rate. This is a typical "futures bullish, spot selling" structure, prone to triggering liquidity sweeps. $0.08 is the real stress test target. I won't touch it, will wait for a volume breakout above $0.10. AAVE is around $176, with large wallets holding 100,000 to 1 million tokens increasing their holdings by about 190,000 tokens since September 28, worth nearly $30 million. The V4 protocol has about $401 million in active loans and about $1.33 billion in supplied assets. This is the only one among the four where the "price falls, whales buy" pattern appears, signaling relatively clean signals. My approach: lightly follow, stop loss if it breaks below $160. Overall strategy: watch $1.08 support for SUI, avoid DOGE due to risky structure, AAVE whale signals are the cleanest and can be lightly followed. $SUI just experienced a sharp drop on the 15m chart, cleanly breaking down below the $1.15 short-term support level. Since price is currently floating in no man's land above the major bottom support, we are waiting for a technical retest to secure a favorable Risk/Reward ratio and avoid getting caught in a bottom-bounce trap. – Entry Zone: $1.155 – $1.165 – Stop Loss: $1.190 – Targets: $1.105 | $1.025 ⚠️ If price dumps straight to $1.10 without retesting, let it go (DO NOT FOMO Short).ZEC, this thing, it itches if you don't mention it for a day. The ladder is already set up, but it slides down instead, it can't really rise, just dragging along. Current price 1459, up 3% in 24 hours, surged to 1493 then softened, a typical surge and pullback. RSI6 at 61, slightly strong but not overbought, bulls still have some breath, resistance at 1494 is a hard ceiling. MACD red bars still there, but shrinking after the surge, chasing highs is easy to get slapped. KDJ three lines high, J turning down, short term needs to shake out profit-taking. Key levels: resistance 1494-1510, only above that is promising; support 1435, 1410. Holding 1435, short term still strong; breaking it, deep pullback unavoidable. What about the market? BTC and ETH fluctuate at highs, sentiment is divided, ZEC is a follower, very weak independence. When the market pulls back, it definitely follows suit. In short, the ladder is set, whether it climbs or not depends on itself. Purely technical chat above, not investment advice. #10月加息预期回落，今晚PCE成关键 #财报观察员：美光上调指引，存储需求继续走强 #美债30年期收益率突破5.6%，创2002年来新高 $BTC $ETH $ZEC "Perfect performance, failing trend: Is MU's positive news already priced in?" Micron's earnings report is almost flawless: Q4 revenue of $54.23 billion, EPS of $33.42, next quarter guidance of $61.5 billion and $38.15 EPS, continuing to exceed expectations. Normally, these numbers should ignite the stock price. However, after MU surged to 1080, it clearly weakened and failed to maintain strength. The problem is not the earnings report, but that the market had already priced in high expectations. So I tried shorting near 1081, with a simple logic: positive news has landed, but the price did not give a matching breakout, which itself is a weak signal. Recently, US stocks have often fallen for a while after earnings reports. If MU still can't push higher tomorrow, short-term caution is needed for "positive news being priced in." In contrast, I am more focused on SanDisk SNDK. MU has already raised expectations too high; if SNDK starts to attract funds, it might show a more comfortable rebound. Tomorrow, the key is to see if SNDK can gain incremental buying. $MU $SNDK #财报观察员：美光上调指引，存储需求继续走强 #加息预期推迟，9月非农成下一关键 A U.S. federal judge has dismissed claims from 9 claimants over 127,271 bitcoins — these coins originate from the 2016 Bitfinex hack, are now controlled by the Department of Justice, and have been processed in batches. The court ruled that they failed to prove a direct connection to the involved addresses and have no right to assert claims in the forfeiture proceedings; the only remaining option is to apply for remission after the government’s victory. Approximately $8.4 billion is being pushed toward liquidation, making it even harder for retail investors to reclaim their share from the forfeiture pool.[Pharaoh's Market Watch] The biggest "money magnet" in the market right now is neither Bitcoin nor gold, but U.S. Treasury bonds. The yield on the U.S. 10-year Treasury surged to 5.31%, the highest since 2007; the 30-year yield touched 5.65%, the highest since 2002. (reuters.com) This is not just a Treasury bond, it's like holding a megaphone shouting: "Stop messing with contracts, come lie down here and collect interest!" The higher the risk-free yield, the harder it is for stocks, gold, and Bitcoin. Capital thinks: isn't it better to buy U.S. Treasuries and get over 5% in a year? Why stay up late watching the market, helplessly watching Bitcoin perform volatile moves? So as long-term rates don't fall, Bitcoin faces selling pressure every time it rises, making it hard for the market to surge in one go. But Pharaoh believes there is another side to this. The higher the Treasury yields, the scarier the interest cost on nearly $40 trillion of U.S. debt. Issuing new debt, repaying old debt, and continuing to pay interest—this cycle speeds up, increasing market concerns about the creditworthiness of the dollar. This is a short-term negative for risk assets but may strengthen Bitcoin's "non-sovereign asset" safe-haven logic in the long run. On the chart, 82,500–83,000 remains the short-term lifeline; holding this level gives a chance to challenge 85,500 again! In short: High U.S. Treasury yields are responsible for the drain, Bitcoin is responsible for holding firm. Pharaoh's approach remains unchanged—buy in batches near support, don't chase highs at resistance, survive first, then you have the right to dance with the whales. $BTC $ETH $ZEC #美债收益率频创新高，长期利率压力未缓解 Don't trust any crypto circle mentors. The person in the picture earns millions a year but doesn't even hold a single cent of position. They make money off your anxiety and commissions, profiting whether prices go up or down. If they could really predict the market, they'd have achieved financial freedom long ago and wouldn't need to coax you into paying membership fees every day. Wake up! KOLs predict daily; when they're right, they brag about their accuracy, but when they're wrong, they quietly delete posts; they claim to trade live but only post one screenshot, never sharing position data. Trusting KOLs means you're stuck for life 🤡$BTC $ETH $ZEC US core PCE dropped to 3%, below expectations, and Bitcoin leveraged this to rebound, touching 85200. But Federal Reserve officials remain tough-mouthed, the rate hike expectations are not dead, and ETF funds are withdrawing. The macro situation is this divided, giving sugar with one hand and whipping with the other. Geopolitical tensions in Iran have added fuel to crude oil, causing market sentiment to be pulled back and forth. Altcoins like DOT, ETHFI, and AERO are rising supported by ecosystem benefits, but the overall market remains fragile. I just opened the security booth window to get some fresh air; outside, a car was blocking the barrier gate, so I went out and directed traffic a bit. Focus on NOM. Current price is 0.003009, the candlestick has long surpassed the upper Bollinger Band, the deviation rate is extreme, a typical overbought condition. On the liquidation map, there is a large cluster of short stop-loss orders at 0.00298. This rally is essentially a bull trap, using the shorts' stop-losses as fuel; once burned, it’s over. Indicators are already diverging, and the bullish momentum is visibly weakening. Chasing highs at this position means taking the bag, with a very high risk of pullback, and a sudden spike could come down anytime to fill the gap. Operationally, only short, no long. Entry zone is 0.00300 to 0.00302 for direct short, first take-profit target at 0.00285, second target at 0.00278. Stop-loss at 0.00306; if broken, admit the mistake and exit. Don’t be greedy, don’t hold on, in spike markets, running fast is survival. $NOM #美债收益率频创新高，长期利率压力未缓解 @OKX星球 This round's king of altcoins is not NEAR, but a coin many people are reluctant to mention, ZEC. BTC has been stuck at 83000 for a month without moving, and altcoins have dropped so much they're unrecognizable. As for ZEC, it surged from triple digits all the way to 1695, multiplying several times. There were countless pullbacks along the way, with people shouting 'top' every time, but it kept hitting new highs. This coin's price action is particularly ugly. Unlike other coins that push straight up, it rises for a while, then pulls back to shake out latecomers chasing the highs, liquidating longs first and then shorts. After wiping out both sides, it continues to rise. Last week, there was $8.66 million liquidated in one day, with longs accounting for $6.24 million. It looks bloody, but the coronation of a king never happens without bloodshed. Those shorting it fared even worse. The whale holding 38,000 short contracts lost $35 million and was forced out; many still remember this. If even a whale can't hold, what chance do retail traders have to short it? I've been watching this coin since its leverage liquidation. At that time, I said it was clearing out at a high level, and some called me a Monday-morning quarterback. Later, when it hit new highs, others said it was just luck. Now it has claimed the throne, and those who criticized it back then probably don't even know where they are. NU7 testnet on October 6, mainnet on November 5, and Europe's first Zcash ETP has also launched. The story isn't over yet. Of course, the throne is never a guaranteed seat. It's currently at 1425, still some way from 1695. Whether this is halftime or a change of power will soon be clear. What do you all think, how much longer can ZEC hold the title of king of altcoins? #ZEC再创本轮新高，逼近1700美元 $ZEC $BTC $NEAR *October 1 Bitcoin Chinese Latest — 6 Must-See Points* *1. Price:* $BTC *$83,700* sideways, 24h -0.4%, $85,500 spike then pullback, range $83,000-$84,000. $ETH $2,680, $SOL $117.7. *2. Q3 Close:* BTC *Q3 +43.5% second best Q3*, only behind 2017's 80%, ETH *+71% best Q3 ever*. Institutional ETF inflows $6.49 billion. *3. Biggest Resistance — US Treasuries:* - 10-year *5.306%*, *breaking 2007 peak 5.303%, highest since May 2002* - 30-year *5.65%*, highest since June 2002 - Quarterly rise 87bp, largest since 1994. Cause is US deficit + AI giants issuing $132 billion bonds this year to grab cash, suppressing all risk assets *4. ETF Outflow:* - Last week Sept 21-25 *$2.39 billion strongest week in nearly a year*, Monday $999 million → Friday $134 million daily decline - *Sept 28 $31.07 million down 87%*, Sept 30 *-$148 million ending 9 consecutive gains* - Buyers at cost $86,000-$87,300 now just breaking even, becoming overhead selling pressure Yushu Technology: Standing Firm Between Bubble and Stars When Yushu Technology's humanoid robot took the stage on "America's Got Talent," dancing seamlessly with performers in Chinese kung fu, stunning the audience and winning the golden buzzer, it was not just a display of technology but a perfect fusion of cultural export and technological strength. However, regrettably, the capital market seems indifferent, with the stock price continuing to decline steadily, even facing a halving. Some scoff, calling it a "bubble," a flashy but impractical "toy"; others assert that shorting it is like picking up money. Facing a screen full of doubts and bearish voices, I choose to go long, even though I have been trapped for over a month. Because what I see is not a simple entertainment gimmick but the solid footprints of a domestic humanoid robot moving from the lab to the world. Stock price fluctuations reflect short-term market sentiment, while technological breakthroughs represent long-term value. I am willing to wait, waiting for the bubble to be squeezed out by time, waiting for the market to re-evaluate the value of this hardcore technology. I believe that one day, it will break free from gravity like Musk's rocket, stand tall, and soar up ninety thousand miles. #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 #美债收益率频创新高，长期利率压力未缓解 接下来，市场真正的增量资金会流向哪里？ BTC 在经历快速拉升后重新回到 $84K 附近，短线多空分歧明显放大。PCE 数据降温曾给风险资产带来一波支撑，但市场很快又把注意力转向 美债收益率、降息预期以及周五非农就业数据。 目前更值得观察的是： 📌 BTC 能否重新站稳 $85K–$85.6K，并向 $86.5K–$87.4K 发起突破； 📌 下方 $83K–$83.3K 是否继续成为短线支撑； 📌 ETF资金流入能否延续，而不是出现明显分化； 📌 非农公布后，宏观资金会不会重新调整风险资产仓位。 所以现在与其急着给市场贴上“牛市”或“熊市”的标签，不如先看资金、数据和关键价位谁会率先给出答案。 你现在最关注的是 $83K 支撑，还是 $85.5K 突破？$ARB Robinhood Chain really put money into the treasury, but the volume is a bit watered down ARB rose another 2.9% in 24 hours. The root cause is the launch of the Robinhood Chain mainnet, which is built on Arbitrum Orbit. The stablecoin balance on this chain surged to $260 million in a single week, with trading volumes of $56.8 million on Wednesday and $35 million on Thursday. According to Arbitrum's expansion plan, external chains return 10% of net protocol revenue to the ecosystem, with 8% going to the DAO treasury and 2% to the developer fund. Robinhood Chain has brought in the first real income, with the DAO earning $6.19 million in the first half of the year and a gross margin of 97%. Supported by the RWA narrative, this is not just empty talk but actual profit sharing. Robinhood's ambition to do tokenized stocks is clear, and the on-chain settlement volume is not a one-day wonder. This is the part of ARB that should really be priced. However, the RSI has already reached the overbought zone, and the volume on Robinhood Chain is partly from trading bots and launchpad activity, not genuine equity trading, raising suspicions of inflated volume. Also, don't forget the historical unlocking pressure on ARB; in the next two weeks, there will still be tens of millions of dollars worth of unlocks weighing down the market, so the chips are not clean. Trading levels: support at 0.10 looking at 0.12; if it breaks 0.095, this narrative will lose steam. Real resistance only appears at 0.13. The narrative is real, but the chips are dirty. Don't hold faith for short-term trades; if you want to hold long-term, wait until the unlock pressure is over before reconsidering. What to watch: • Core PCE (done — cooled) • NFP Friday • Glamsterdam Sepolia Oct 6 • $BTC $85K breakout • $SOL $120.25 reclaim Trade levels, not noise. Not financial advice. #RateHikeDelayedJobsNext #BTCInflowETHOutflow #USTreasuryYieldsClimb
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