大魔的财富之路
大魔的财富之路
大魔社区创始人，绿洲大学联合创始人，okx2024年交易大赛华语第二。
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#美国9月非农仅增2.9万，失业率升至4.2% In September, the US nonfarm payrolls increased by only 29,000, far below the market expectation of 90,000. The unemployment rate rose to 4.2%, wage growth weakened simultaneously, and the labor market significantly cooled down, marking a major disappointment in this round of employment data.
This data directly undermines the core support for the Federal Reserve's rate hike in October. The previously high probability of a rate hike priced in by the market will be quickly downgraded, and the rate hike expectations will be further delayed. Long-term US Treasury yields are likely to face downward pressure, the US dollar weakens, bringing macro-level benefits to risk assets.
However, the market showed a divergence from expectations. Before the nonfarm data release, BTC had already surged past 87000 in advance, but after the data was published, it quickly retreated, resulting in a profit-taking rally. The core reason is that the prior rise had already priced in the expectation of weakening employment, combined with a large amount of profit-taking near 87000, triggering short-term selling pressure and causing a double whammy for bulls and bears.
The underlying driving force of this rally comes from continuous capital inflows into spot ETFs and institutional accumulation at low levels. The nonfarm data is merely a catalyst accelerating the breakout, not the starting point of the rally. In the short term, the macro environment is warming up, but high-level profit-taking pressure cannot be ignored. Chasing highs carries significant risk, and the market is prone to violent fluctuations.
$BTC $ETH $ZEC
+3,551.42%
Snapshot at Oct 02, 2026, 23:22
Nonfarm payrolls fell far short of expectations, recording only 29,000. Bitcoin surged then retreated, directly dropping below 87000, with bulls and bears sweeping back and forth. How should one respond to this kind of volatile market?
The US added only 29,000 nonfarm jobs in September, significantly below the market expectation of 90,000, and the unemployment rate rose to 4.2%. After the data was released, trading funds quickly reduced bets on further Fed rate hikes. But what’s special is that Bitcoin had already broken above 87000 before the nonfarm data was released, reaching a high of 87036, with a 24-hour gain once hitting 3.73%.
The logic behind this is not hard to understand. Previously, spot ETFs continuously saw capital inflows, and institutional funds have been accumulating in batches below 85000, inherently having upward momentum. This nonfarm data just accelerated the pace of the breakout. However, on-chain data shows that there are many profit-taking positions accumulated around 87000, so once it surges, it is prone to concentrated cash-outs. Blindly chasing highs in the short term requires extra caution. #美国9月非农仅增2.9万，失业率升至4.2% $BTC $ETH $ZEC
【Nonfarm Payrolls Significantly Miss Expectations! Only 29,000 New Jobs Added, Far Below Forecast, Rate Hike Expectations Directly Rewritten】
The latest U.S. September nonfarm payroll data fell far short of expectations, with only 29,000 new jobs added compared to the market forecast of 90,000, cutting the data in half; the unemployment rate rose to 4.2%, and wage growth also weakened across the board. Upon the news, U.S. stock index futures quickly surged.
Simple interpretation: The labor market is clearly cooling, signaling economic weakening. The basis for the Federal Reserve to continue raising rates on October 28 no longer exists. The previously priced-in 64% probability of a rate hike will be re-evaluated tonight.
$BTC $ETH $ZEC #美国9月非农仅增2.9万，失业率升至4.2%
Bitcoin perpetual contract funding rate surged to 10%, while open interest contracts simultaneously warmed up, showing a clear rebound in the derivatives market.
Since September 30, the Bitcoin perpetual contract funding rate has risen from about 3% to 10%; open interest increased by approximately 27,000 BTC, bringing the current total to 653,000 BTC, corresponding to a notional value of about 56.2 billion USD. During this period, the coin price also rose from around 83,500 USD to 86,500 USD.
Several market signals are worth noting.
• The rising funding rate indicates increased long position costs, reflecting a clear warming of bullish sentiment in the market
• The continuous rise in open interest shows that new leveraged funds are entering the market
• Leverage risk is accumulating simultaneously; if the market quickly reverses, the high funding rate will accelerate concentrated long position liquidations, amplifying the correction
• This round is a low-level recovery market. On September 30, open interest was only 625,000 BTC, a relatively low level in the past year. This increase is just a recovery from a low base and has not yet reached an extremely crowded state
Price increase, rising positions, and funding rate growth together indicate that this rebound has attracted leveraged funds back.
Going forward, the key focus is whether Bitcoin can continue to maintain the upward trend and keep the funding rate within a relatively healthy range. $BTC $ETH $ZEC #美国9月非农仅增2.9万，失业率升至4.2%
+3,562.39%
Snapshot at Oct 02, 2026, 23:14
The Ethereum Foundation officially launches zkAPI, marking a new privacy phase for AI payments🔥
The Ethereum Foundation, in collaboration with the Open Anonymity Project, has launched a new infrastructure called zkAPI on the Ethereum mainnet.
The core goal of this tool is to ensure that users no longer reveal their payment identity when calling various AI API services.
Let's first compare with the traditional AI service process.
In the traditional scheme, you use an API Key, and your account, payment records, and usage behavior are all linked together. Service providers can directly associate each call with your wallet and personal identity.
zkAPI breaks this link using zero-knowledge proofs.
Users first deposit assets like ETH, USDC into an Ethereum custody contract (Vault), then only need to generate a zero-knowledge proof to prove to the service provider that they have sufficient payment quota.
At no point is the following exposed:
❌ Your wallet address
❌ Source of funds
❌ User's real identity
AI service providers can normally receive call requests and obtain the corresponding service fees, but cannot associate this AI request with the payer's identity, achieving decoupling of usage behavior and payment identity. $BTC $ETH $ZEC #Anthropic拟11月启动IPO，目标于感恩节前上市
+3,707.24%
Snapshot at Oct 02, 2026, 20:44
Amazon's latest $8 billion NVIDIA chip operation is fundamentally not about buying or selling hardware, but about a complete change in the underlying financial logic of the AI industry.
Simply put: Amazon has not sold off computing power, nor reduced AI investment.
It has only separated $8 billion worth of high-end NVIDIA chips into an independent SPV special vehicle, then leased them back for long-term self-use from that vehicle.
Essentially, this is an "off-balance-sheet lightweight financing."
The chip usage rights remain completely unchanged, computing power is used as usual, but the huge rigid expenses originally on Amazon's balance sheet
Meanwhile, the entire AI industry chain is now forming a complete leverage closed loop:
Upstream large model companies continue to incur huge losses but hold long-term sky-high computing power purchase commitments; downstream cloud providers continue to expand computing power, borrowing money from the capital market through long-term leases to expand production.
On one side, liabilities expand capacity, on the other, long-term orders are locked in. AI computing power is being systematically leveraged and securitized by Wall Street.
This matter has a very deep impact on the crypto market, especially on RWA and public chain narratives.
Mainstream capital finally recognizes: physical hardware resources can be packaged, isolated, financed, leased, and securitized.
Among all public chains, SOL's main narrative is about physical assets, computing power resources, and real-world assets on-chain.
The mainstream implementation of AI computing power financialization is equivalent to pre-validating the entire logic of physical asset tokenization, on-chain confirmation, and asset financing. Subsequent narratives of this kind will be easier for capital to understand and willing to value. $BTC $ETH $SNDK #英伟达追加1500亿美元股票回购
+3,750.23%
Snapshot at Oct 02, 2026, 20:35
Is a major bull market about to start? Tonight's non-farm payrolls report is the watershed!
Whether the daily chart can hold above the 873 resistance level is crucial. Once it breaks through effectively, the next target is directly 90,000; if it fails to break this threshold, the market will continue its original pattern, and a sharp decline is basically unlikely.
Tonight, 873 is the key battleground between bulls and bears. A smooth breakthrough will lead to targets of 900, 930, and further up to 980; if it holds under pressure, it will continue to oscillate between the 825–870 range. Overall, the current outlook does not expect a deep drop.
ETH's trend will follow BTC.
$BTC $ETH $SOL #9月非农今晚公布，加息预期成焦点
+3,718.30%
Snapshot at Oct 02, 2026, 20:21
The South Korean Financial Services Commission today issued detailed rules officially expanding the scope of underlying assets for tokenized securities (STO), allowing stocks, bonds, and funds to serve as targets. The entire regulatory system is expected to be implemented on February 4, 2027.
Key Arrangements
The FSC's expansion extends STO from fragmented investments to various traditional securities products, implemented in three phases.
Phase 1 (February 2027): Open institutional private money funds, institutional private bonds, trust-mode tokenized unlisted stocks, and public fragmented investment securities.
Phase 2: Further expand the scope to public securities.
Phase 3: Study the integration of stablecoins to enable on-chain settlement.
At the same time, an over-the-counter trading mechanism will be established with investor protection thresholds; ordinary investors have an annual net purchase limit of 100 million KRW per single OTC exchange.
Significance for Crypto and RWA Sectors
This is not just South Korea allowing a small amount of security token issuance; essentially, it is a complete end-to-end implementation trial: tokenization of traditional securities assets, subsequent on-chain trading, and future on-chain settlement relying on stablecoins.
The most noteworthy aspect is that regulators have already included stablecoins in their plans as the infrastructure for future on-chain settlement, which is an important policy signal for real-world asset tokenization (RWA). $BTC $ETH $ZEC #OpenAI拟1.4万亿美元估值融资300亿美元
+3,698.59%
Snapshot at Oct 02, 2026, 19:54
This sudden rapid pullback of NEAR is not due to a vulnerability or breach in the NEAR mainnet. The real trigger was a combination of an ecosystem component security incident and concentrated profit-taking at high levels, representing a double hit of sentiment and capital dumping.
The direct cause of this decline was a vulnerability attack on the NEAR Intents ecosystem module.
On October 1st, NEAR Intents was exploited by hackers due to vulnerabilities in the Omni deposit and withdrawal infrastructure and smart contract interactions, resulting in approximately $3.8 million in asset losses. After the incident, the project team immediately suspended related services, fixed the vulnerabilities, and publicly promised full compensation for user losses.
However, the market does not differentiate finely; once an ecosystem security incident occurs, capital will immediately risk-manage and avoid exposure, blindly reducing altcoin holdings, directly triggering panic selling of NEAR.
Additionally, two major capital-level negative factors accelerated this sharp decline:
1. Excessive short-term gains accumulating a large amount of profit-taking
NEAR previously surged from around $2 to $5.5, a short-term doubling that created strong realization demand; the security incident was merely the trigger for the sell-off.
2. Overall selling pressure on altcoins rising
Recently, small and mid-cap coins have generally seen increased exchange deposits, indicating holders are concentrating on transferring coins to cash out. NEAR still had nearly 20% gains last week, so profit-taking pressure is much greater than mainstream coins. Once sentiment weakens, selling pressure will be released in concentration. $BTC $ETH $ZEC #9月非农今晚公布，加息预期成焦点
+3,695.34%
Snapshot at Oct 02, 2026, 19:44
Amazon is negotiating a major deal with external investors to transfer approximately $8 billion worth of NVIDIA Grace Blackwell chips into an SPV, then continue using them in its own data centers through a leaseback arrangement.
This is essentially not a sale of computing power or a reduction in AI deployment, but rather asset-light financing. The chips still belong to AWS for normal operation, and the actual demand for computing power has not been reduced at all. Amazon's overall capital expenditure this year is expected to reach as high as $220 billion, with massive investment in AI infrastructure. Packaging and financing this batch of high-priced GPU assets can significantly alleviate its own asset-liability pressure.
This matter is also very special for NVIDIA, as it proves that high-end AI graphics cards are no longer just ordinary hardware but have become computing infrastructure that can be packaged for financing and securitized.
At the market level, it is important to distinguish the expectation gap. In the short term, the market can easily misinterpret this as a major customer selling chips, triggering emotional selling pressure, but this transaction does not represent a weakening in GPU demand. Amazon has already officially announced that it will deploy an additional 2 million NVIDIA GPUs, and the cooperation between the two parties continues to expand.
The real highlight is not the surface news of Amazon "selling chips," but that the entire AI industry is officially entering a new stage of GPU asset financialization. $BTC $ETH $ZEC #9月非农今晚公布，加息预期成焦点
+3,693.77%
Snapshot at Oct 02, 2026, 19:23