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🚩Hello, hello, friends, I am Chao Ge🤝 It is now 19:00 on October 1st Beijing time
👆🏻Background: After last night's PCE and GDP combo punch, $BTC surged then pulled back and entered a sideways consolidation, a typical shakeout after good news is priced in.
👉Looking at the 4-hour chart, MA5, MA10, and MA20 are all tightly converged around 83600, Bollinger Bands are extremely narrow, MACD is dead near the zero line, the direction is about to be decided. On the 1-hour level, after a pullback to 83168.9, it quickly rebounded, indicating strong support from bottom-funding capital. On the news front, Citi has set a target price of 110,000, and the macro soft landing expectation is basically confirmed.
👉The short-term strategy is simple: resistance above is at 84418.2, only a volume-backed close above can test 85500. Support below is at 83000; as long as it doesn't break, keep holding. Don't blindly rush in just because of good news; the main players love to use good news to shake out weak hands. Control your hands, wait for the big players to make the first move, confirm the pullback, then get on board—don't get stuck halfway up!
What do you think? Share your views in the comments
#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
$BTC $ETH Self-custody keeps your keys and assets in your hands.
We add another layer of security with independent risk checks designed to flag potentially risky signatures before you approve them.
Read more about our framework: https://web3.okx.com/learn/risk-control-report-h1-2026While Strategy bought BTC in the latest week, it also repurchased approximately $151.7 million in STRC preferred shares. The repurchase amount was even slightly higher than the expenditure on buying coins that week, and this detail attracts me more than just the increase in total holdings.
The two expenditures serve different purposes. Buying BTC increases asset exposure, while repurchasing preferred shares involves financing structure and future dividend burdens. The company needs to consider both the price of the coin and whether the securities it issued are worth buying back.
This makes me feel that crypto treasuries can no longer be studied solely as "large coin holders." They are also financing entities that need to decide when to issue stock, when to repurchase securities, and how much cash to keep for expenditures.
For common shareholders, these decisions may be equally important. If funds are only focused on continuing to buy coins while financing arrangements become increasingly strained, no matter how impressive the company's holdings are, shareholders may not feel comfortable. Conversely, appropriately adjusting the preferred stock scale may also improve subsequent funding arrangements, with specific effects still depending on price and terms.
I would not declare the treasury model mature based on a single repurchase. But at least it shows the company is not just taking one type of action. When the market focuses on whether it continues to buy BTC, it is also worth looking at what is happening on the other side of the balance sheet.
In the future, when reading treasury announcements, I will consider securities issuance and repurchases together. Looking only at the coin purchase line can indeed easily miss decisions that affect returns.
#Strategy再购BTC,多家财库同步增持 🔷 Tokenization: $331.8B market
• Stablecoins: $295.5B (-2.3%, 89.1% share)
• Non-stablecoin assets: $36.3B (+13.3%)
• US Treasury: +$3.5B for the quarter
• Institutions: J.P. Morgan, HSBC, Fidelity
• BlackRock BUIDL: $441M onchain in June
• Robinhood Chain: tokenized shares of NVIDIA, Apple, Tesla
• SEC: 5-year exemption for tokenized shares
🧠 Tokenization has expanded beyond stablecoins. Non-stablecoin assets +13.3%. Institutions are entering massively
$AAPL $NVDA $TSLA "Millstone, not direction"
$BTC tested 84360 today, seeming to want to break through, but the buying momentum didn't continue, and a pullback brought it back near 83200. $ETH was similar, softening right after touching 2720, oscillating sideways around 2680. The core of the market isn't about rising or falling, but turnover: hesitant longs, cautious shorts, price trapped in a range repeatedly being worn down.
In the short term, BTC faces resistance at 84300–84500, with support at 82800–83000; ETH is boxed around 2660–2720. Breakouts without volume are mostly false moves; without panic-driven drops, trends are hard to form.
On the news front, Bitcoin ETF has seen inflows for nine consecutive days, while ETH has seen outflows, indicating continued divergence in capital preference. In this phase, the higher the trading frequency, the more likely you are to be harvested by 300-point fluctuations. Rather than guessing direction, it's better to wait for the range edges: don't chase near resistance, watch again when it returns to support.
In a choppy market, patience itself is a position. Speedy hands are no match for steady rhythm.
#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 ❗️Sluggish BTC, worried ETH, backed SOL, and ZEC waiting for the wind
$BTC: Elevated PCE suppresses risk appetite, US Treasury yields remain high, rebound lacks volume. 15-minute chart surged to 84418 then pulled back, still within 82600-85600 range. Suggest waiting, lightly buy on dips at 83000-83400, stop loss below 81500, follow up if volume breaks above 85000
$ETH: Lido security incident drags down staking confidence, MetaMask exits validators. 15-minute chart rebounded from 2678 to 2722 then pulled back, currently 2714, above MA20 but momentum weak. Suggest waiting, lightly buy if holding 2700 for rebound, stop loss if breaks and stabilizes below; enter again if volume breaks 2725
$SOL: Strongest institutional bullish news, HSDT raised $15 million via premium financing to increase SOL holdings. 15-minute chart strongest, moving averages bullish, support at 118.8, resistance at 119.64. Suggest buying lightly on pullbacks at 118.8-119.0, stop loss below 118.5, add positions if breaks previous high
$ZEC: NU7 upgrade expectations heating up, community strongly supports faster block production and halving retention. 15-minute chart rebounded from 1398 to 1450 then pulled back, currently 1441, profit-taking pressure evident. Suggest not chasing highs, accumulate in batches on pullbacks at 1420-1430, pause if breaks 1400, hold if breaks 1460
#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 The load-bearing wall hasn't even been poured yet, but they're already rushing to stack prefabricated panels with a crane. This is not a foundational breakthrough at all; it's a typical case of shoddy work due to rushing the schedule!
Just finished plastering the exterior wall putty, then glanced at the $ADA chart. The price is stuck oscillating at 0.2476, with the Bollinger middle band pressing down at 0.2478, just like the bubble in a level stuck right in the middle—neither up nor down. RSI is holding at 49.0, showing no sign of concrete solidifying; there's neither slump nor initial set strength, it's purely slurry spinning idly in the trough.
Those speculators who brag about building skyscrapers every day are ignoring that the Bollinger lower band at 0.2418 is the real foundation layer, and the upper band at 0.2538 is the cast-in-place top slab. The top slab hasn't even been reinforced with double-layer, two-way rebar yet, and the beam heads are already cracking. Capturing tiny basis differences between spot and futures and earning millimeter-level convergence profits is the craftsmanship of seasoned pros; playing one-sided longs is just risking your life to fill the foundation pit.
If the cement grade isn't enough, don't force it. While the premium still exists, locking the mortise-and-tenon structure between spot and futures to secure profits is the hard truth.
- Asset: $ADA 🔴
- Entry: 0.2470 - 0.2485
- TP1: 0.2420
- TP2: 0.2380
- SL: 0.2545
If the main beam hits above 0.2545, it's a serious breakout failure, and the column is completely scrapped. 🏗️
#StrategyPlaybook$OKB's circulating supply is actually controllable, so the price naturally resists decline better.
Why can this holding structure stabilize the price?
1. Selling pressure is effectively constrained
When most large holdings are concentrated within the system and remain "inactive" for a long time, the chips that can actually be dumped during a sudden market drop are limited. The supply-demand imbalance is alleviated, and price volatility naturally narrows.
2. Deeply bound to the ecosystem, not just speculative chips
OKB has long been more than just an "exchange platform token." It connects OKX on-site trading, OKX Wallet access, and X Layer on-chain infrastructure. As real applications like prediction markets, DEX, and high-frequency interactions land on X Layer, OKB holdings increasingly reflect ecosystem usage and long-term value expectations rather than short-term speculation.
3. Fixed supply strengthens scarcity logic
After previous large-scale burns, OKB's total supply is permanently capped at 21 million. With a limited circulating supply and stable large holdings, any buying pressure from ecosystem growth is more likely to support the price PMI rising could also mean slower deliveries
Tonight the US ISM Manufacturing Report will be released. For those watching BTC, besides waiting for the words "higher than expected," you can also pay attention to a sub-index that is easy to misinterpret: supplier deliveries.
According to ISM's definition, an index above 50 means deliveries are slower, below 50 means deliveries are faster. It is equally weighted with new orders, production, employment, and inventories to form the manufacturing PMI. Therefore, slower deliveries can also push the overall index higher.
Strong orders and busy factories can lengthen delivery times; transportation disruptions and supply bottlenecks can also slow deliveries. On the surface, both mean "slower," but the economic implications behind them differ.
My interpretation is: if the overall PMI rises, first break it down to see whether it is due to improvements in orders and production or if the delivery sub-index is pushing the score up, then combine with company comments to judge the reason. Changes in raw material prices in the report are also worth reviewing.
For Crypto, I will continue to observe how the US dollar and US Treasury yields react, rather than automatically translating a high number into a BTC buy or sell signal.
After reading the report, ask again: Are factories really busy this time, or is the goods really stuck?
#Crypto #MacroWatch #PMIBrothers, this time I got liquidated on $ETH
How brutal is 75x shorting.
The direction was right, but lost to a single wick.
Before the drop could even materialize, a slight reverse move directly liquidated the position.
The subsequent trend fully confirmed my judgment, but unfortunately, the principal was already wiped out.
Leverage is never a shortcut to getting rich; a 1% reverse move can erase all expectations. Binance prize pool $200,000, $BNB only up 0.4%: directly bullish
$BNB contrast backfires: Binance throws $200,000 prize pool, transfers up to 12,000 USDC, after more than three hours, the Binance Stocks Welcome Rewards event still can't drive the coin price — only grinding from 763.73 to 769.8 (+0.79%). I'm directly bullish, the logic is clear.
First, the positive news only pushed the price from 763.73 to 769.8 (+0.79%), indicating selling pressure is being eaten up bite by bite by real buyers.
Second, the daily RSI at 57.8 is relatively strong, MA7 is above MA30 forming a bullish alignment, funding rate 0.0001 does not squeeze positions, and the long-short account ratio of 2.2144 favors the bulls.
Third, flaws must be acknowledged — 24h volume ratio is only 0.697, daily MACD death cross still hanging, the market is experiencing high-level divergence pullback, market breadth 28/59, median price change -1.212%.
Probability path is clear — volume contraction pullback not breaking 757.7, event momentum not dissipated, breaking through 773.6 will open new space.
Resistance above: 773.6
Support below: 757.7
Current price 771, enter long directly, cut losses if it breaks below 757.7, hold if it doesn't break and target 773.6, then discuss taking profits when reached.
Like and follow, will alert you first when the market moves.
$BNB $BTCThis layer of sedimentary rock has weathered and cracked; it is by no means a golden pedestal, but just another Pompeii ruin buried by greed.
At three in the morning, the hand shovel and brush are set aside, and the instant coffee on the table has long since cooled and solidified. Outside the window, silence has fallen into deathly stillness, with only the screen casting eerie green light spots, illuminating the $AAVE section of the carbonizing stratigraphic profile. Under daylight, nothing is new; whether flipping through the debt tablets of ancient Athens before Christ or the parchment of the 17th-century Amsterdam tulip crash, the scales of greed and fear have never changed.
At this moment, the price fluctuates at 165.03, RSI climbs to 56.5, seemingly neutral but actually a delusional struggle at the end of a strong bowstring. The upper Bollinger Band at 168.77 is like the heavy and soon-to-fall dome plaster of the ancient Roman Pantheon, exerting irreversible downward pressure; while the middle band at 162.29 and lower band at 155.80 are the rammed earth foundation layers this body is destined to fall back and consolidate upon.
When the frenzied diggers shout prosperity before the ruins, I only see the precarious hollow cracks in the stratigraphic structure. This is not a revival of assets; it is just another inevitable collapse excavation under the law of cycles.
- Target: $AAVE 🔴
- Entry: 164.50 - 166.50
- TP1: 162.30
- TP2: 156.00
- SL: 169.50
Time will weather all lies; the broken pillars will eventually smash through the illusory supports. 🏛️🔍
#StrategyPlaybook #TheCycleOfHistoryFateThe labor data will be released tomorrow night at 8:30 PM.
Actually, the quality of the data itself cannot determine the current trend of BTC and ETH.
The essential issue is that macro-related data needs to be realized; only then can main players like me and retail investors follow the real bullish or bearish structure of the market and act accordingly.
Before this realization, there will always be a risk-averse sentiment. The macro fear factor is deliberately forcing you to get off.
I still maintain a bullish view: ETH will start to rise as soon as the macro data is realized. WTI back to 90.4, but German inflation quietly rises to a three-year high
The "effect" of the strategic reserve only lasted one day.
International oil prices slightly rebounded on September 30
WTI November contract rose 1.16% to 90.42 USD, Brent November rose 0.92% to 103.53 USD
Just the day before, the US announced the release of 40 million barrels from the strategic reserve, which briefly pushed WTI below 90
The bulls and bears are tugging back and forth around the 90 USD mark, with no clear winner
More worrisome is that the "aftereffects" of oil prices are already showing in the data
Germany announced on September 30 that the inflation rate in September rose to 3.3%, the highest in nearly three years since the end of 2023
Energy prices surged 14.9% year-on-year, the primary driver
This European indicator shows that high oil prices are genuinely transmitting inflation to the consumer end
So don’t relax just because of a one-day drop
SPR swaps are a "band-aid," the Strait of Hormuz and the Middle East are the "root causes"
The overseas oil market continues to fluctuate during the holiday, and it will still affect every sector you see after the holiday through the inflation — interest rate hike chainThere is a difference between on-chain and secondary markets. Even for targets in the tens of millions range,
for Robinhood Chain, you basically can't see any so-called support or resistance levels.
20M can drop back to 5M in thirty minutes, and a 2M target can be pulled up to 10M within thirty minutes.
But for targets in the millions to tens of millions range, on-chain is much better than secondary markets.
Because the latter likely has a large amount of trapped positions, coming down from hundreds of millions or over a billion.
So when it comes to choosing targets on-chain versus secondary, my answer is very clear.
For levels of ten million and below, the profit-loss ratio is higher on-chain.
But if the market cap is over a hundred million, secondary markets are more stable.
What size of capital should "fish" in what kind of pool.STX rose about 20% in the past 24 hours, reaching a high of around 0.414. The founder Muneeb has returned as CEO, but I’m not chasing it yet.
Here’s what I see: OKX spot is around 0.384, with an intraday high of about 0.414 and a low of about 0.345; on 9/30 it was announced he would take over as CEO of Stacks Labs, effective 10/15.
Institutional Bitcoin staking Genesis has locked about 230 BTC paired with about 310,000 STX, with weekly earnings around 0.28 BTC; the next phase on 10/10 will expand capacity to 500 BTC.
Anchorage is still providing self-custody staking access for institutions, layering the narrative several times.
I think the story is strong but the short-term expectations have already been priced in; rather than chasing the peak, it’s better to wait for a pullback.
What to do: just observe and don’t chase the high; if it breaks below the daily low of about 0.345, it’s invalidated, or if it closes back above about 0.414, then consider chasing again.
Are you waiting for the second staking phase on 10/10 to act, or do you think you can start scaling in around 0.38?
$STX $BTC $SUI
#Interest rate hike expectations delayed, September non-farm payrolls become the next focus #US Treasury yields keep hitting new highs, long-term rate pressure remains unresolvedThe 30-year US Treasury yield has risen again, now reaching 5.673%. It has hit a new high in the past 52 weeks. This Treasury yield is very high and, theoretically, it could affect the valuation levels of risk markets.
For example, Bitcoin and the Nasdaq Composite Index, but Bitcoin seems to remain strong, holding around 8.4. Could it be that some institutions are really willing to buy Bitcoin at 84,000 rather than accept a risk-free yield of 5.67%? I am doubtful. If I were managing large funds, I would likely choose the Treasury yield, since Bitcoin is still a risky asset with high volatility.
Of course, there is also the possibility that institutions fear a collapse of the US dollar and Treasury market, so they choose alternative assets like Bitcoin to hedge risk. This might be the biggest appeal of Bitcoin as the largest decentralized asset. We can only watch and see as it unfolds.Brothers, daily mainstream altcoin quick report
$XRP $1.491 | $SOL $117.9 | $DOGE $0.0947
The three major altcoins collectively weakened today, with XRP stuck below 1.50, SOL losing 118, and DOGE grinding near 0.095.
XRP is suppressed by Ripple unlocking, SOL's momentum is exhausted, DOGE bulls are crowded.
XRP faced a new round of selling pressure this morning—Ripple unlocked 1 billion XRP from custody, releasing it in four transactions, including 300 million worth about $447 million. Analyst EGRAG pointed out that XRP is trapped in the $1.45-$1.65 range, short-term fluctuations are "meaningless," the key is whether $1.54 can be reclaimed; otherwise, it may drop to $1.37-$1.40.
SOL's MACD histogram has returned to zero, momentum is completely exhausted, bulls were rejected at $122 and trapped below $118. However, SOL spot ETFs saw a net inflow of $188 million last week, a record high since listing, and stablecoin supply also reached a historic peak of $17.3 billion, indicating institutional demand remains.
DOGE is stuck below the $0.10 resistance wall; the most dangerous aspect is the position structure—top traders' long-short ratio is 3.67, retail investors are 73.3% long, but the spot active buy-sell ratio is only 0.71, with sell orders crushing buy orders at a 40% rate, a typical "bull crowding, spot distribution" pattern.
#加息预期推迟,9月非农成下一关键 The monitor is beeping, but no one is checking the blood oxygen — everyone is staring at the electrode patch already stuck on the sternum. $LTC is exactly in this state now: price $47.19, 24-hour volatility 2.9%, RSI short-term 67.3, long-term 61.1, both stuck in the "neutral to slightly high" range, neither up nor down, like a heart rate of 110 with blood pressure still drifting downward. The real problem isn't the heart rate, but the volume.
Looking at the Bollinger Bands: short-term price position is 94%, only 0.2% from the upper band, but still 2.5% from the lower band; the mid-term is similarly 93%, 0.2% from the upper band, 2.9% from the lower band. This is not a "strong breakout," it's a stress-induced dilation after the ventricular wall has been stretched to its limit — all the blood flow is squeezed at the outlet, and the venous return can't keep up. I've seen this pattern too many times: vital signs look good on the surface, but once you open the chest, it's all adhesions.
So the trading signal gives SELL, which doesn't surprise me. The entry is set at $48.60, 3.0% higher than the current price; this is not chasing a short, but waiting for it to finish the last compensatory contraction before cutting down. Shorting is not emotional, it's about draining.
📉 Short:
Entry: 48.60 (current price +3.0%)
Take Profit 1: 45.87 (-2.8%)
Take Profit 2: 44.75 (-5.2%)
Stop Loss: 54.25 (+15.0%)
The two take profit points correspond to two stages of volume recovery: 45.87 is the first blood flow restoration, 44.75 is the real perfusion pressure reconstruction. The stop loss is set at 54.25, 15.0% above the current price; this margin is wide because I know what I'm dealing with — if the price really breaks above 54.25, it means it's not ventricular dilation but an aortic dissection, and the entire diagnosis must be overturned.
The risk-reward ratio on this operating table is acceptable: a 5.2% downward space in exchange for a 15.0% safety fuse. Real surgeons never pursue zero risk, only controllable blood loss.
Right now, the monitor shows RSI 67.3, not yet at the sympathetic storm threshold of 70, but the Bollinger Bands have already sounded the alarm. This kind of "normal heart rate, collapsing blood pressure" split between indicators is often the most dangerous window. My judgment is clear: this is not a case to observe, this is a case that needs to go on stage. #coinmovealert $HYPE buyback on the eve, but there's an unlock hanging on October 6th
Honestly, today was a day of divergence for HYPE, currently around $90, a slight drop intraday, moving green with the broader market. But the real action is on October 3rd, when the AQAv2 framework for the first time channels USDC reserve earnings into the Assistance Fund for buybacks.
Hyperliquid's Assistance Fund originally relied on fees to annually buy back about $771 million worth of HYPE. Now AQAv2 adds another layer, using Circle's USDC reserve earnings (the platform holds about $5 to $5.5 billion) to buy as well. Analysts estimate this could add an extra $135 to $160 million in buy volume annually, pushing total annual buybacks over $900 million, which is explosive relative to market cap. The $771 million fee-based buyback alone has already visibly shrunk the circulating supply; AQAv2 is just icing on the cake, not a lifesaver. On June 12th, validators voted 19 to 26 with 69% approval—this is not just talk.
Core contributors will unlock about 9.92 million HYPE on October 6th, exactly three days after the buyback starts. This timing is too coincidental, creating real short-term selling pressure. The buyback volume also depends on USDC interest rates; if rates drop, the funds decrease, so don't overestimate this.
HYPE is one of the few tokens truly being burned, but before the unlock, manage your positions well—don't be a hero before the unlock. Active trades in voting: short-term temperature rises for three coins
The most honest indicator on the market is not the order book depth, but active trades. In the past 15 minutes, SNDK rose slightly by 0.30%. In the 5-minute window, buy orders accounted for 72.6%, sell orders only 27.4%, with active buy volume about 2.66 times the sell volume, net inflow of $856,700. The price is driven by buy orders, not fake listings.
XRP is also relatively strong: up 0.72% in 15 minutes, buyers 67.7% vs. 32.3%, active buys about 2.09 times, net long $1.56 million. Volume and price move in the same direction, indicating chasing funds are still present.
PUMP shows greater elasticity: up 1.65% in 15 minutes, buyers 66.2%, sellers 33.8%, active buys 1.96 times, net long $1.11 million. Leading gains, buy orders have not diverged.
Commonality among the three: short-term strength is supported by active buy orders, not just emotional hype. But after rapid rises, blind chasing is not advisable; wait for pullback to confirm support and active buy orders remain before reassessing. The tool only provides observation; decisions remain your own. $SNDK $XRP $PUMP
#加息预期推迟,9月非农成下一关键
#波动雷达:币种异动观察 Glamsterdam rescheduled to October 6 on Sepolia, it's not just a simple delay story
Ethereum's next major upgrade, Glamsterdam, is still in the testnet development phase. The Sepolia testnet upgrade is currently scheduled for October 6, while the mainnet launch is only expected in Q4 2026 with no fixed date. The market tends to interpret schedule adjustments directly as negative news, but for the underlying protocol, the date is not the biggest risk; the real risk is pushing complex changes to the mainnet without thorough testing.
Glamsterdam is not an ordinary parameter update. It involves execution layer parallel processing, block building mechanisms, gas repricing, and database sustainability, requiring upgrades to both execution and consensus clients. Any mishandling in these areas could affect node synchronization, transaction packaging, or block propagation. Spending a few extra days on the testnet costs far less than incidents on the mainnet.
Of course, not all delays should be romanticized as caution. The criteria should be whether issues are transparent, fixes verifiable, and subsequent milestones continuously advanced. If Sepolia runs smoothly and client versions are released as planned, the mainnet timeline will naturally become clearer; if testing repeatedly exposes systemic problems, the market should reassess execution risks. For $ETH, the upgrade's value is not about the calendar date but whether these changes can safely bring throughput and sustainability to production. Patience is warranted, but it must be based on transparent progress.Brothers, the PCE good news only lasted five minutes, and BTC was slapped back to reality by the bond market.
$BTC $83,900 | $ETH $2,697
Bitcoin briefly surged to $85,600 early this morning, then fully retraced back to around $83,900. Ethereum rose above $2,700 but also fell back to $2,697. In the past 24 hours, $199 million was liquidated, with shorts accounting for 54%, no one-sided massacre.
The PCE good news was eaten up by the bond market, $85,600 failed to break through three times.
The real pressure comes from the interest rate side. August PCE YoY at 3.4% was below expectations, but the 30-year US Treasury yield remains at a 24-year high, wiping out all gains in risk assets. Bitcoin ETF has had net inflows for 9 consecutive days totaling about $3 billion, but daily inflows dropped sharply from nearly $1 billion to $31 million, shrinking by 97%. Ethereum ETF had a net outflow of $2.81 million yesterday, ending a 7-day consecutive rise.
On-chain signals are worth noting. K33 Research data shows CME and perpetual BTC open interest decreased by 49,000 contracts in one week, the largest weekly drop since October 2025, mainly due to active profit-taking rather than forced liquidation. Market sentiment is becoming rational, not panicked.
Let's discuss in the comments, the PCE good news was eaten by the bond market, does this mean the good news is fully priced in?👇
#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 The S&P is just 1% away from its ATH, but are your US stocks still losing money?
According to Barchart @Barchart, 75% of the stocks in the S&P 500 fell in September.
Fidelity's Timmer also pointed out that less than half of the stocks are above the 200-day moving average, and only 27% of the stocks are above the 50-day moving average, meaning the index is basically supported by the seven sisters and AI stocks.
Got it, use the leading stocks strategy, All in AI! Looking at the foundation of this building reminds me of those unfinished projects that were crazily built up during the bull market but collapsed entirely when the bear market came—the underlying load-bearing structure of Lido is still intact, but the short-term construction pace has clearly slowed down. A 1.92% drop in 24 hours sounds trivial, but for a target already close to 24% below the Bollinger Band middle line, this is a signal that the construction crew is leaving, not reworking.
I just returned from an on-site survey: the short-term RSI is 37.8, almost hitting the seismic red line at 38, while the long-term RSI is 61.9, still in a healthy range. What does it mean when these two charts are placed together? The main structure has no cracks, but the temporary enclosure is shaking. The short-term Bollinger Band price is at 38%, only 1.3% from the lower band and 2.1% from the upper band—this is not a deep pit, but a loosening at the scaffolding level. The mid-term price is at 24%, 2.8% from the lower band and 8.9% from the upper band, indicating that the upper structure has a slight expansion gap opened.
This is a typical engineering state of "lower-level instability with reserved deformation joints at the upper levels." My judgment is: this is not a structural problem, but a construction pace issue.
From an architect’s perspective, $LDO’s foundation is the main load-bearing wall of liquid staking; as long as Ethereum’s consensus layer stands, this wall won’t crack. But for the short-term blueprint, I set the Entry at $0.36, which is 2.9% below the current price—why? Because the adhesive force of the Bollinger Band lower band hasn’t fully released yet. Forcing entry at the current price is like removing the formwork before the concrete has set, which will cause problems.
📈 Long:
Entry: 0.36 (current price -2.9%)
Take Profit 1: 0.39 (+3.8%)
Take Profit 2: 0.40 (+8.9%)
Stop Loss: 0.32 (-12.9%)
The tolerance design of this blueprint is very clear: the stop loss is 12.9% below the current price, allowing room for a normal construction error retracement. The first take profit layer at 3.8% covers the basic pouring volume for the Bollinger Band middle line return, and the second layer at 8.9% is the goal for topping the main structure. Don’t expect to pour all at once; layered construction is the way to survive.
What really made me decide to draw this Entry line is the 8.9% upper space given by the mid-term Bollinger Band—this is equivalent to reserving a structural layer that can be added. As long as the short-term RSI rebounds from the oversold boundary at 37.8 back above 45, the scaffolding will be rebuilt steadily. The current sentiment temperature of the FearAndGreedIndex corresponds exactly to the panic withdrawal period of the construction crew, and the panic period is precisely the best window for licensed architects to enter and review the blueprints.
I give the structural integrity a score of 7, deducting 3 points for short-term insufficient load. But a foundation scored 7 is enough to build a livable building. #fearandgreedindexGreen hair is a typical case of "high leverage rushing aggressively, getting rubbed on the ground by the market"
First, let's talk about Bitcoin ($BTC):
Your two Bitcoin trades are really stubborn. One is 75x isolated margin, the other is 100x cross margin, both long positions. The opening price was above 84,000. What happened? The trades opened around 1 or 2 AM, and after two or three hours, Bitcoin only dropped less than 1%, about seven or eight hundred dollars, but you lost over 3,000 USDT! Why? Because your leverage was too high, 75x and 100x. Even a slight price dip cuts your principal in half. One trade lost 71%, the other lost 60%. This is purely gambling on direction; once the market doesn't move as you expect, you get liquidated instantly.
Now about Ethereum ($ETH):
You played Ethereum even more aggressively, going straight to 100x isolated margin with a 30 coin long position. Opened at 2693, and in less than an hour, the price dropped to 2678, a 15-point drop, less than 1%! Yet your principal was wiped out by nearly 62%, over 500 USDT gone. There's also a short position not fully captured below, probably getting chopped back and forth. You're basically doing high-frequency trading, getting slapped back and forth between longs and shorts.#US Treasury yields frequently hit new highs, long-term interest rate pressure remains unresolved
US Treasuries are causing trouble again.
The 10-year yield has reached 5.3%, and the 30-year yield is still hanging above 5.6%. The harshest is the spread on junk bonds; CCC-rated corporate bonds are more than 1000 basis points higher than US Treasuries. The last time this happened was during the regional bank crisis in 2023. The market is demanding increasingly higher risk compensation for low-rated companies—in plain terms, people are getting scared.
Interestingly, after the PCE data was released, the market's expectation for a rate hike in October actually decreased. According to the old logic, if rate hike expectations drop, US Treasury yields should go down, right? But the long-term rates don’t care at all; they’re still standing high. Short-term expectations are cooling off, but long-term rates are pushing up—these two are completely out of sync now.
Here’s my take. Don’t blindly chase the upside just because PCE looks good, and don’t assume the bull market is back just because rate hike expectations have dropped. The real danger now lies in long-term rates and credit spreads, not whether short-term rates go up or not. The longer this divergence lasts, the more pressure the market accumulates. Be patient; rushing in makes no sense. What do you think?
$BTC $ETH $SOL SOL is currently stuck grinding back and forth at the $120 level; it's not that it can't rise, but it's waiting for a high-volume bullish candle to confirm the direction.
The current price is $119, up about 17% in 30 days, steadily raising the bottom from the low of $75 in August. The price structure is actually very healthy. However, in the past week, multiple attempts to break and hold above $120–122 have failed, creating a brief stalemate between bulls and bears at this level.
First, looking at the capital side, this is SOL's strongest trump card. During the week of September 21–25, seven US spot SOL ETFs saw a net inflow of $188 million, setting a single-week record since listing. Bitwise's BSOL alone accounted for about $128 million. Since July, ETFs have had 11 consecutive weeks of net inflows, accumulating about $1.6 billion. Although there was a slight net outflow of $11.1 million on September 30, it was due to month-end rebalancing and does not change the mid-term trend.
Next, looking at the ecosystem, fundamentals continue to be realized. Solana DEX trading volume has led all public chains for 22 consecutive weeks; the stablecoin OUSD, supported by BlackRock and BNY, launched with a promised liquidity exceeding $1 billion; Metaplex introduced the RWA token standard MPL-3643, further opening institutional compliance channels.
The most anticipated catalyst is the Alpenglow upgrade. It has already been successfully tested on the testnet, reducing final confirmation time from the current 12.8 seconds to about 54 milliseconds. Once launched on the mainnet, it will be a qualitative leap, but the market has not yet priced in this part.总算进入10月份,BTC过去13年中的10月份,有10年BTC都是上涨,3年的时候小幅下跌,涨幅超过30%,分别是2013年、2015年、2017年、2021年,今年的10月份会走强上涨吗? BTC短期角度,85200附近成为强压,短期迟迟不攻破,就有回踩80000附近关口需求。非农数据暂未公布,具体观察公布后的情况,现货买点暂时参考:78800-76700区间分批。 合约空点,暂时参考,急速插针超过85000,达成85000以上的向上插针回收择机进场。 预计本月,最佳的走势,先跌后涨,回踩8万以下才做考虑。BTC yield is not a complete fallacy, but risk-free BTC yield is basically a fallacy.
BTC itself does not generate cash flow. Any additional returns almost certainly mean you have sold something: liquidity, upside potential, credit risk, custody security, smart contract risk, or tail risk.
For those who prioritize increasing coin-based holdings above all else, a cold wallet with 0% APY is the best approach. $BTC $TAO maintains attention in the AI theme, but can the actual computing power demand keep up with the valuation?
OKX spot 24-hour range is about 297.3—314.7, with a trading volume of approximately 6.91 million USDT, and the price is close to the lower boundary. The value of a decentralized model network depends on developer usage, inference demand, and reward efficiency; if token incentives outpace real payments, circulating supply will suppress the price.
If the 1-hour chart shows volume recovery above 314.7 and holds, I will raise my judgment on capital inflow; if it breaks below 297.3 with expanding volume, then risk release should be watched first. The key is to observe usage rather than just the AI concept hype. No good news today, let's talk about the most painful lesson in trading — profit drawdown. My account went on a roller coaster today, with NEAR's profit drawdown nearly halving, ZEC turning to a loss, but I actually opened a new position.
$NEAR
Entry price 4.909, current price 5.1220.
Full position 20X, unrealized profit 194.46U, ROI 83.17%.
Many people ask me: You made more than double but didn't exit, now it's halved, do you regret it?
Honestly, watching profits drop is indeed painful, but I still haven't exited. Why? Because my liquidation line is at 0.69
$ZEC
Entry price 1403.02, current price 1394.80.
Full position 20X, unrealized loss 6.28U, ROI -12.17%.
This trade is quite a slap in the face, yesterday it was up 42%, today it directly broke below my cost line. I set my bottom line to stop loss unconditionally if it falls below 1380, never letting it turn into a big loss. This is called profit and loss sharing the same source, when hit you must stand firm.
I opened a $SOL isolated margin position, why?
Entry price 117.41, current price 117.58.
Isolated margin 20X, unrealized profit 6.19U, ROI 2.89%.
Since NEAR and ZEC are both in drawdown, I didn't choose to add to the full position, but instead opened a small position in SOL to test the waters. Note, it's isolated margin
#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 : $ZEC 这波回落,真的让人有点无语…… 昨天 $ZEC 一度冲到 $1,495 附近,我当时完全没舍得卖,总想着利好还没完全兑现,后面可能还有一轮更大的拉升。 结果现实直接给我上了一课——贪多一点,利润可能就全部吐回去。 现在价格重新回落,前面的浮盈明显缩水不说,我手里还留着多单,心里压力直接拉满。市场就是这样,赚钱的时候总觉得还能再涨一点,真正回撤的时候才发现,落袋为安有多重要。 更麻烦的是,$BTC 最近一直卡在 $83K–$85K 区间反复震荡,迟迟无法有效突破关键压力位。大饼如果继续走弱,山寨和高波动币种的压力自然会更大。 目前我主要盯几个位置: - $ZEC:$1,400 附近能否止跌 - 跌破 $1,400,下一步关注 $1,350–$1,320 - 如果重新站回 $1,480–$1,500,才算重新收复短线主动权 - $BTC:$82K 是短线重要防守区域 - 如果 BTC 能重新突破 $85K,市场情绪可能明显改善 假期行情本来就容易出现流动性不足和快速插针,现在又碰上 BTC 方向不明,山寨波动被进一步放大。 这次真的提醒自己:有利润的时候别太贪,行情不会因为你LTC turned positive today, but its position is more worth watching than the price.
Closed at 71 on the four-hour chart, with an intraday high of 72 and a low of 69; one bullish candle erased yesterday's bearish candle.
A four-hour volume of 46,522 and a daily volume of 160,924, significantly higher than the past few days.
Currently facing resistance at 72, with the upper boundary of the 60-period range at 75, so the overhead space isn't wide.
Support is at 70/71, with both the four-hour and daily charts showing the same level, a rare resonance.
Funding rate is +0.0100%, with longs paying fees at the upper limit, so the cost of chasing highs isn't low.
Therefore, my judgment is that LTC is in a rebound correction, not a new trend.
Only breaking above 72 with volume will open up space; if it can't hold, it will consolidate between 70 and 73.
Aggressive traders can try light positions with stop-loss below 69; don't mistake a rebound for a reversal.
$LTC $BTC #LTC #Litecoin $AVAX ecosystem narrative remains, so why is the price close to the intraday lower bound?
OKX spot 24-hour range is about 10.801—11.419, with a trading volume of approximately 9.03 million USDT, and the price is near the low end. Expansion of application chains can increase network usage, but there is a gap between the number of new projects and sustained transaction fees; when risk appetite declines, ecosystem news alone is hard to offset selling pressure.
If the 1-hour chart shows volume recovery above 11.419 and holds after a pullback, I will raise my confidence in a rebound; if 10.801 breaks with volume, risk control comes first, while also monitoring active users and fees. $PENGU is down 2.86% in 24 hours, but the price has reached a position where neither bulls nor bears can easily add positions.
Both the 1-hour and 4-hour charts are weak, with the current volume at 0.72 times the average volume of the last 20 bars, and activity close to normal. Consistent direction does not mean unlimited space; the closer to key levels, the more important subsequent support becomes.
Current price is 0.009741, about 2.95% away from the 1-hour support at 0.009454, and about 8.94% away from resistance at 0.010612. Looking at the distances on both sides together is closer to the real risk than just focusing on a single rising or falling candlestick.
My observation line is clear: only by standing back above and holding 0.010612 can the short-term initiative be regained; if it breaks below 0.009454, attention should shift to the 4-hour support at 0.008992. If pressure continues above, the 4-hour resistance at 0.010921 is temporarily just a distant reference, not a preset target.
Do you value cycle alignment more, or are you more concerned that the risk-reward ratio at key levels has worsened?
The market is volatile; the above is only a market observation and does not constitute investment advice. This is from Coin Circle Bull.$FIL
Why isn't this project being cut down?
FIL has dropped from its historical high of about $237 in April 2021 to less than $1 currently, a decline of about 99.7%, equivalent to a drop of over 200 times.
The reason for the lack of any rebound lies in the continuous "bleeding" on the supply side:
1. Rigid selling by miners: Storage servers mine a large amount of new FIL every day, and miners must immediately sell on the secondary market to pay for electricity, hardware, and other costs. Any slight price rebound triggers miners to cash out en masse, creating a vicious cycle of "sell on rebound."
2. Early capital continues to unlock: The institutional cost of the 2017 ICO was extremely low (only a few cents). Even if the coin price falls to $1, they still have tens of times profit and continue to unload without psychological burden after unlocking.
3. Narrative disconnected from business reality: The promoted AI/decentralized storage has very few actual enterprise paid orders. On-chain revenue mainly comes from penalties rather than real storage service fees, lacking fundamental support.
#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 #首只NEAR现货ETF在美国上市 This is the first Layer1 spot ETF officially approved in the US after BTC and ETH, marking a milestone as the compliant crypto asset list expands to second-tier Layer1s. The product is issued by Bitwise, listed on the NYSE, with the underlying NEAR custody by Coinbase, supporting token staking to reduce circulating supply.
Unlike BTC and ETH, NEAR's market cap and daily trading volume are smaller, making it difficult to replicate the large-scale capital inflow seen with Bitcoin ETFs in the short term. The initial listing is more of a thematic positive, prone to price spikes followed by pullbacks. However, it sets a precedent, likely accelerating approval expectations for other popular Layer1 spot ETFs like Solana and Avalanche, boosting sentiment across the L1 sector.
Institutions can directly allocate NEAR through stock accounts, lowering the barrier for traditional capital to enter the Layer1 space, which is beneficial for ecosystem valuation reappraisal in the mid to long term. Note that most staking rewards go to the fund, so holders do not receive full on-chain rewards.
From a market perspective, this round of positive news has been partially priced in. Whether a sustained rally occurs depends on actual net capital inflows after the ETF listing.
Overall, this is a significant signal of crypto compliance, indicating US regulation is no longer limited to the top two coins, and institutional access to second-tier Layer1s is opening up. $BTC $ETH $ZEC $ZEC Core Logic Behind This Round of Price Increase
1. Privacy Demand Continues to Heat Up
Global on-chain monitoring and fund tracing are becoming increasingly strict, and the value of financial privacy is being re-emphasized. As the orthodox leader in the privacy sector, ZEC's technology has been validated over many years without major underlying vulnerabilities, and institutional attention continues to rise.
2. Institutional Narrative Support
Grayscale launched the ZEC-related ETF product ZCSH, raising expectations for institutional capital allocation, becoming one of the most important catalysts for this round of the market.
3. Special Capital Structure in Contract Market (Observed on OKEx)
From OKEx contract data, it can be seen that large holders dominate long positions, while retail investors cluster in short positions.
This kind of chip structure easily leads to a short squeeze: price rises, shorts are forced to stop loss and close positions, further driving the price upward.
Here, it is important to distinguish two types of price increases:
1. Volume increase + open interest rising simultaneously: new funds entering, trend is healthier;
2. Price hits new highs, but open interest continues to decline: mostly driven by short stop losses, no new funds, a relatively fragile rally that requires caution for a pullback at high levels.
Funding rates are also an important reference:
Funding rates remain significantly positive, indicating crowded longs and increased short-term overheating risk;
Funding rates turn negative, shorts are crowded, which can easily trigger short stop-loss-driven price surges. $LINK Sector Comparison|Oracles: Same Track, Different Performance
LINK in the past 24 hours -0.85%, PYTH in the same period -1.44%.
Between these two coins, LINK is temporarily stronger. I will first see if it can maintain its advantage, rather than betting on PYTH to definitely catch up just because they are in the "same track."【Top 10 Crypto Traders' Highlights Today|BTC October 1】
Don't rush to take sides tonight. BTC spot is around 83650, still stuck between 83100 and 85600. Daan Crypto Trades (@DaanCrypto) originally noted: the end of the month and the beginning of a new month often see volatility, easily sweeping liquidity on both sides, so it's not suitable to heavily position in one direction from the start; on September 30, he also reminded on the BTC daily chart that the main trend in recent months tends to favor the third week of each month.
Editorial analysis: The main line to watch is just one—wait for confirmation of the 83100–85600 range. If it quickly rebounds after testing 83100 and climbs back above 85600, then look toward 88000; if it breaks below 83100 and fails to recover, the evening rebound plan fails, so first watch around 82000. Cheds Trading (@BigCheds) only publicly hinted at BTC market updates without sharing member details; XO (@Trader_XO) reminded that volatility, liquidity, and execution framework must keep up, and not to just add leverage because the price hits a level.
Risks: Funding rates remain positive, so cross-month loss sweeps may happen first; chasing orders in the middle of the range is easily worn down by back-and-forth fluctuations. This article does not promise any returns.
Are you more focused on sweeping 83100 first, or breaking through 85600 first?
#BTC #ETH #OKB🚨 REMINDER | KEY DATA TODAY 🇺🇸
At 8:30 AM ET, just before the Wall Street opening, the U.S. Initial Jobless Claims will be released.
👀 LEVELS TO WATCH:
📈 < 195K → Bullish for the markets
⚖️ ≈ 200K → Market likely stable
📉 > 210K → Bearish for the markets
⚠️ The data will be especially important for assessing the strength of the labor market and expectations about FED policy. $BTC $ETH $SOL
ALL EYES ON THE DATA. 🇺🇸📊$BTC I went short
Funding rates have been positive, OI hitting new highs, K-line squeezing shorts every day, more and more people showing their long positions.
This scene has been seen in every cycle.
So I don't chase longs, I hold a light short position on BTC.
It's not bearish on the future, just bearish on this wave of sentiment.
Stop loss at the previous high, if broken then accept it; position is light, not gambling with life.
Shorting is not a belief, just a trade.
No target announced, watching as it goes.
Profit is the market's reward, loss is discipline's payment.
How much of your position do you hold now? Let's talk in the comments.
#BTC现货ETF连续流出
#现货ETF资金分化,BTC卖压仍在 On-chain selling pressure is very clear, with 30,000 BTC transferred out from a whale address, involving chips worth around 2.5 billion USD changing hands. Sideways movement does not mean safety; distribution is not over.
On the 1-hour chart, moving averages are tangled around 83752, MACD is below the zero line with shrinking volume, and rebound momentum is weak. The liquidation chart shows strong 100x liquidations hanging around 86184; at this position, the probability of price sweeping losses upward is higher than a direct collapse.
Just dropped off food in the delivery locker downstairs of the office building, the call to urge the order is still buzzing, no time to care. Current price is 83733.5, liquidity below the current price is thin for longs, and local short chips are more concentrated.
Don’t itch to bottom-fish; the rebound is an opportunity for distribution. The main strategy is to short on rallies, entering in batches between 84150 and 84550, with aggressive traders testing around 84200 first. Take profit targets are at 82800 and 82100. Defensive stop loss is above 85200; if it breaks above 85300, exit all positions.
$BTC
#美债30年期收益率突破5.6%,创2002年来新高
@OKX星球 SEC主席Atkins近期再次释放信号,表示将继续推进链上融资以及数字资产相关规则的明确化。 在国会立法进展缓慢的情况下,监管机构正在更多利用现有权限推进框架建设。此前市场讨论的方案中,包括针对初创项目的阶段性融资豁免、特定规模融资通道以及安全港机制等,这意味着美国加密监管正在从单纯“设门槛”,逐渐向“明确规则、允许合规参与”转变。 另外,近期代币化美股、链上证券等方向也出现新的监管进展。虽然CLARITY Act仍然没有最终落地,但行政监管层面的动作正在不断补位。 我认为这里真正值得关注的不是短线拉盘,而是监管确定性的逐步提升。 如果未来融资、发行、交易以及资产代币化都能拥有更清晰的合规路径,传统机构进入市场的阻力会进一步降低。 不过,这类消息更偏向中期逻辑,并不意味着BTC马上就会出现持续买盘。 --- 📊 BTC短线交易思路 前几次我在 $82,600附近两次、$83,200附近一次做多BTC,已经全部止盈离场,目前暂时保持空仓。 现在我反而不太想提前押方向。 因为接下来真正影响市场节奏的,是美国就业数据。 周五晚间 20:30,非农就业报告将公布。 此前ADP就业数据只有大约🔥"The Big Three Go on a Blind Date: BTC as the Stern Father-in-Law, ETH as the Reserved PhD, SOL as the Social Butterfly Cousin"
A friend set up a meeting, bringing the three to meet retail investors, and the scene went like this 👇
🟠 Bitcoin $BTC: Sitting in the main seat, wearing an old jacket, not speaking proactively. When he speaks, it's just one sentence: "83,000, owns a house and ETFs, nine consecutive days of deposits." The calmest in the room, like that father-in-law with seven-figure savings who never shows off on social media. When you ask if it will rise, he just sips his tea: "Young man, don’t rush." So steady you wonder if he’s pretending to sleep, but actually, he’s already locked in his base position.
🟣 Ethereum $ETH: Sitting in the corner wearing glasses. At 2,680, expressionless and still, his phone full of RWA contracts, L2 architecture diagrams, and staking reports. You might think he’s dull, but once you talk, it’s all solid info. Institutions have locked 5% of the supply like they’ve already got their marriage certificate early. Yesterday’s ETF outflow of a few million is at most "not sending a second bouquet," not a breakup. So reserved it’s ridiculous, the kind you find more and more interesting the longer you look.
🟢 $SOL: High-fives the waiter as he enters, bouncing around $118, changing seats three times in two minutes. Just said, "My TVL went up," then jumped to the bar to mix drinks, came back and poked it down to 117. Such a social butterfly it’s headache-inducing; sitting with it at the table makes your face freeze in a smile and your account twitch along.Whales have scooped up 1.1 billion DOGE in four days; retail investors see it as bullish, but the other half of the ledger must be accounted for.
ETF net inflow in one month is only $3.71 million, while on-chain daily increase is 13.53 million coins; more is going out than coming in.
The 4-hour triangle is converging to the final stage; if the 0.094 support breaks, it’s a different story.
$DOGE
#RateHikeDelayedJobsNext Order Book Strength Ranking
5-minute median slippage, estimated by order book, excluding fees
$CT large order slippage significantly increased: slippage for selling equivalent to 10,000 and 100,000 USDT is 0.15% and 0.69%, 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 selling equivalent to 10,000 and 100,000 USDT is 0.10% and 0.68%, respectively. The cost difference mainly comes from order size, with no obvious asymmetry observed between buy and sell sides.
$STX large order slippage significantly increased: slippage for buying equivalent to 10,000 and 100,000 USDT is 0.13% and 0.46%, respectively. The cost difference mainly comes from order size, with no obvious asymmetry observed between buy and sell sides.Broadcom lent Anthropic 42 billion, and the money flowed back to Broadcom
Anthropic's prospectus mentions this loan.
Up to 42 billion USD, intended for buying infrastructure.
Where does this money come from:
Broadcom provides the funds as a loan, and Anthropic uses this money to buy Broadcom's chips.
Money goes out and comes back, resulting in interest income on Broadcom's books.
At the same time, there is a 42 billion chip order.
How is this number calculated:
42 billion is the loan ceiling, not the amount already disbursed.
The prospectus states the maximum limit; the actual amount drawn depends on how much is spent.
By reverse calculation, this money basically corresponds to its hardware purchases for next year.
Broadcom is both the creditor and the supplier.
The money it lends most likely turns into its own revenue in the end.
Next year, it may become the largest customer of Broadcom's chip design business.
The interest on this account is ultimately paid by the chip buyer.
#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 $HYPE #BTCInflowETHOutflow ETF money isn't leaving crypto. It's becoming more selective 👀
BTC ETFs just logged a ninth straight inflow day, taking the streak to ~$3.08B. ETH, meanwhile, flipped to outflows after seven positive sessions.
What caught my attention is the timing. BTC inflows are slowing, yet capital hasn't rotated back to ETH.
If this gap persists, ETF flows may be signaling a preference for BTC rather than broad crypto risk.