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#加密总市值重返2.8万亿美元
Timeline and rebound magnitude
On September 16, the total crypto market cap briefly fell below $2.5 trillion, with BTC briefly losing the $75,000 level. The market simultaneously digested two major negative factors: procedural voting blockage of the CLARITY Act in the Senate and the Federal Reserve's interest rate hike. However, just three trading days later, on September 19, the total market cap returned to $2.8 trillion, once approaching $2.9 trillion. BTC rose 5% that day to $81,914, reaching a new high since September 4.
Capital flow: ETF inflows shift from "lone battle" to "multi-asset diffusion"
On September 15 and 16, spot Bitcoin ETFs saw net outflows of $450 million and $296 million respectively; but on September 17, this turned to a net inflow of $159 million, with BlackRock's IBIT netting $184 million. On September 18, inflows further expanded to $430.3 million, with Fidelity's FBTC alone accounting for $310.7 million, and IBIT gaining another $108.4 million.
More importantly, capital spread to assets beyond BTC: Ethereum ETFs recorded a net inflow of $143.8 million the same day, Solana-related funds attracted $47.62 million, and Zcash products added $37.67 million. The total net assets of ETFs increased by over $7 billion compared to the previous day, rising to $102.53 billion. This multi-asset simultaneous inflow structure marks the biggest difference in this rebound compared to the early September phase when "IBIT was the sole fund leading the charge." ⚡ $XRP /USDT: $1.4551 (+3.16%)
Breaking above the 1H MA cluster! But the real test is $1.50 (50-week EMA).
🐂 Bull: 10 straight weeks of ETF inflows ($17.1M). XRPL upgrade adds on-chain lending. Legal status remains solid (digital commodity).
🐻 Bear: CLARITY Act failed. On-chain payment spike is driven by bots/whales, not new users. $1.50 is a known local top zone.
🔺 Break $1.50 → 1.72
🔻 Support at $1.4127 (MA20) → $1.3736
Play: Do NOT FOMO.
#CryptoCapReclaims2.8T Bitcoin is hovering around the $81K area after climbing from the mid-$75K zone and briefly pushing above $82K. At this stage, chasing either a long or short can easily turn into getting trapped by a quick liquidity sweep. The current structure is more interesting than simply asking whether BTC will rise or fall. 📌 Key levels I'm watching: $81,000–$81,300 → first short-term support zone $81,800–$82,500 → major resistance area $83,000–$84,000 → upside zone if resistance breaks $80,000–$80,300 → i🚨 THE BIGGEST MISTAKE RIGHT NOW = CHASING
BTC has already recovered strongly from the mid-$75K area and is now back above $81K.
That changes the strategy.
I don’t want to FOMO into green candles.
I want to see:
✅ Support hold
✅ Volume confirm
✅ Resistance break
✅ Retest succeed
If $82K breaks and holds, the structure becomes much more interesting.
If it rejects hard, patience becomes the trade.
Smart money doesn’t need to catch every candle. 🧠
#DailyOrbit Many people are still asking
whether $CORE can still rise
But I think a more worthwhile question is
when the next round of BTCFi truly explodes,
can CORE become one of the value capture beneficiaries?
Core's current logic is no longer just
about building a Bitcoin ecosystem chain,
but moving in a direction where
$BTC generates revenue,
the ecosystem produces income,
income drives CORE buybacks,
combined with BTC Staking,
LST,
BTCFi,
Neobank,
RWA and other applications continuously landing.
If this flywheel really starts running,
the valuation logic of CORE will also change.
Previously, people might have viewed it as
a public chain valuation.
In the future, the market might see it as
Bitcoin financial infrastructure + income + buybacks.
Of course,
there is still a long way to go,
and in early September, Core just completed an emergency hard fork to fix validator reward anomalies.
In the short term, the focus is still on whether network stability and user confidence can recover.
But if I were to preemptively put it on a long-term watchlist,
CORE still deserves a spot,
not because of whether it rises now,
but because I value $BICO more.
When the next round of Bitcoin liquidity truly starts seeking yield,
can CORE catch that money?
That might be the biggest story for CORE's next phase.
#加密总市值重返2.8万亿美元 The selling pressure from long-term Bitcoin holders is fading.
The 30-day LTH supply outflow has slowed from 105,900 BTC at the end of August to just 21,700 BTC, nearly a 5-fold decrease.
Long-term holders are barely moving. $$BTC Invalidation in one line:
$BTC → structure lost.
$ETH → flows fading, beta weakening.
$DOGE → attention gone.
$ZEC → impulse fading.
Price can still look “fine,” but once your invalidation prints, the trade is over.
Ego is not a stop-loss.
NFA. DYOR.BTC 跟 SOL 這小時提到一樣多。OKX 社群在中國時間 9 月 21 日 15:00 的一小時快照裡，BTC、SOL、ETH 提及量是 23、23、8；同窗口 BTC 偏多約 43%、偏空約 4%，SOL 偏多約 30%、偏空約 13%。 量上兩邊打平，ETH 只剩八次，樣本偏薄。偏多比例只描述這批文本聲調，不是成交。 先記下這一小時的並列，有新快照再對。🔥 $BTC / $ETH / $SOL | THREE DIFFERENT MACRO SENSITIVITIES
$BTC → liquidity and risk appetite
$ETH → capital inflow into the ecosystem
$SOL → level of willingness to accept higher risk
When Iran – US tensions rise, oil and USD can become bigger variables than the crypto chart.
$BTC usually reflects the liquidity shock first.
$ETH and $SOL show whether the market really wants to expand risk or not.
#TrumpGulfIranTalks #CryptoCapReclaims2.8T Putting $BTC, $ETH, $CORE, and $ZEC into the same position doesn't mean you've made four independent judgments.
It's just the same risk ticket, plus a few highly correlated additional tickets. Once the US dollar tightens, they will most likely move in the same direction. You think you've diversified, but actually, you've just copied the same exposure multiple times.
True risk control isn't about counting the number of positions, but counting independent variables. Either reduce the number of assets or reduce the size of each position. Otherwise, in a favorable market, it's like four engines; in an unfavorable market, it's like four ropes tied to the same stone.
#加密总市值重返2.8万亿美元 #ZEC巨鲸3.8万枚空单平仓，亏损超3500万美元 David's Trading Notes
2026.9.21 $ETH
I. Intraday
Today intraday: mainly buy on dips, supplement with shorting at highs
Long positions｜
1. Watch 2653 on the 5-minute chart; if the pullback doesn't break it and a bullish engulfing appears, go long
2. After a wick down to 2626 followed by a bullish close, go long; can also place an order with a $20 stop loss;
Short positions｜
1. Watch the 2796-2801 range; if a bearish engulfing appears on the 5-minute chart, consider shorting
2. Only act on confirmed signals; if no signal, do not trade;
II. Thought process and logic
The bulls have been very strong this week. After breaking below 2460 and then reclaiming it, the direction shifted back to buying on dips. This is a main trend market, so follow the trend and reduce counter-trend trades;
Shorts are only placed in the higher 2796-2801 range. Until that range is reached, do not mistake intraday fluctuations for shorting opportunities, and avoid random trades
Step by step, improve your trading system. If you don't know how to build a trading system #加密总市值重返2.8万亿美元
#ZEC巨鲸3.8万枚空单平仓，亏损超3500万美元 📈📈Do not stack $BTC, $ETH, $CORE, $ZEC and call it four trades.
🔥🔥 That is one risk-on ticket with extra tickets.
If the dollar squeezes crypto, all four mark the same way. Cut the count or cut the size.
#CryptoCapReclaims2.8T #ZEC38KShortClosed #SOL延续涨势，资金与链上需求共振
SOL's price rose to $112 in this round. On the surface, it appears to be a resonance between ETF funds and on-chain demand, but breaking down the trading structure, the real driver of the price is 96% short liquidations, not incremental spot buying. Leverage is leading, not following.
On September 18, SOL rose nearly 11% to $112, hitting a new high since January, with an 85% cumulative increase from the year's low. Bitwise Staking ETF BSOL had a single-day turnover of $85 million, up 12%, with a historical total net inflow exceeding $1.03 billion. SOL spot ETFs have had net inflows for 10 consecutive weeks, totaling $1.35 billion. The 7-day on-chain DEX trading volume is $16.6 billion, 1.8 times Ethereum's $9.03 billion; active addresses number 3.04 million, compared to Ethereum's 599,000 in the same period.
However, the capital structure is glaring. In the past 24 hours, SOL liquidations totaled $38.21 million, with shorts accounting for $36.72 million, or 96%. Futures trading volume is $12.14 billion, while spot is only $1.49 billion; derivatives trading volume is 8 times that of spot. The price is pushed up by short covering, not supported by spot buying.
The ecosystem is indeed active. The Foundation launched Project Harmonia, connecting with Allfunds—3,300 asset management institutions with €1.9 trillion in assets under management. On-chain RWA exceeds $4 billion, and xStocks manages assets over $500 million. On the technical side, slot time is being compressed from 400 milliseconds to 200 milliseconds, with testing scheduled for the end of September. 📈📈Do not stack $BTC, $ETH, $CORE, $ZEC and call it four trades.
🔥🔥 That is one risk-on ticket with extra tickets.
If the dollar squeezes crypto, all four mark the same way. Cut the count or cut the size.
#CryptoCapReclaims2.8T #ZEC38KShortClosed The reported nearly 2 billion "trading volume" may actually represent only about 136 million in real cash.
Odaily: Trader @retardmode stated that Kalshi disclosed that about 61% of the trading volume comes from multi-event combination bets — spending 1 dollar to potentially win about 14.1, but the ledger records it as approximately 14.1 dollars in trading volume. Their estimate of yesterday's real trading volume is about 136 million dollars, while the external figure is about 1.91 billion, a difference of about 14 times. Kalshi's crypto head IcoBeast responded: perpetual contracts and prediction markets should be viewed separately; prediction markets do not have similar market maker rebates; Polymarket's side @CarOnPolymarket estimated that the real trading volume of related combinations might only be about 7.1% of the disclosed amount.
Disputes over definitions ≠ confirmed wash trading, third-party estimates ≠ official audits, inflated ledger ≠ no real demand. For comparison, OKX BTC is about 82045, ETH about 2672.
The above is compiled from public media and is not investment advice. $BTC $ETH A single trading book is telling two very different stories about this market. One side is riding the trend with size; the other is short a token that refuses to cooperate. The split matters because it shows where conviction is concentrated — and where it is being punished. Start with the loser. A trader holds 57.4 million $ONE, entirely short at a 50x-style full-position bet, with an average entry of 0.003396 and a mark of 0.0036076. Floating loss: about 12,144 USDT. Not liquidated, but uncomfo$BTC big coin steady as an old dog at 81,000, ETF running but price not crashing—indicating on-exchange chips are locked up.
$ETH? Don’t bother looking, a follower’s fate, while the big coin eats meat, it drinks soup.
ZEC is truly on a divine surge this round, Grayscale ETF + mainnet upgrade + stock split, triple buffs stacked. But the -8% drop on 9/20 taught a lesson: chasing highs will get you hit.
Government shutdown on September 30, don’t open leverage that day, those who know, know.I just casually clicked refresh, and it went up on its own, which made me feel very passive. The last glance before going to bed last night showed $PENGU still hovering around 0.007618. I saw the pullback hold steady and some buyers below, so I mentioned in the channel: support hasn't broken, can hold.
Woke up to see 0.008130 right there, +336.04%, totally threw me off, feeling great brothers.
The earlier part was really tough, but coming out of it feels really sweet.
First, take profit on 75%, secure the gains. Set the remaining 25% at cost price for protection, let the profits run if it keeps going up, and won't feel bad if it pulls back.
Don't lose patience in the choppy market, then try to regain dignity in a one-sided move.
For friends who haven't gotten in yet, listen to me: now is not the time to rush. Wait for a more comfortable position in the next round, I'll notify you immediately.
$SNDK $ADA But I’m not chasing the green candle. I’m watching confirmation. Last week, Bitcoin ETFs finished with only $6.2M in net inflows after major outflows earlier in the week. So the real question is: Can this price strength attract sustained capital? Because a rally is one thing. Sustained demand is another. If price keeps rising while capital follows, the structure becomes more interesting. If price rises without strong flows, I’ll stay cautious. What are you watching for confirmation? #BTC #Bitcoi公开消息里Hyperliquid今天给永续盘加上了追踪止损 标记价往有利方向走的时候触发价跟着挪 回撤到设定点数或比例就市价出场 多单跟最高价 空单跟最低价 还可以设激活价 不到那条线就不开始跟踪 HYPE这边公开报价还贴着约94附近的历史高点晃 大家现在肯定更在意：这是工具补齐 还是高位波动要被放大读 我按几层拆一下😂 1. 盘面：高点附近叠新工具 HYPE公开报价还在约92到约94这一截 离约94.5一带的历史高点很近 24小时涨跌不大 但情绪一直挂在「新高附近」 永续工具一更新 短线标题很容易把「能锁利润了」喊得很响 提醒大家一下 工具上线改的是下单方式 不是把现价再抬一截的保证 2. 为什么热：追踪止损以前得手搓 以前想跟行情走只能自己改条件单 或者挂固定止损 今天这条是标记价驱动的自动跟踪 回撤触发就市价平 可选激活价等于给「先等突破再跟」留了开关 我看这类功能在大所早就有了 缺的是同一套盘上能不能少切几次外挂 对Hyperliquid用户来说是体验补齐 不是另开一条新市场 3. 结构层：借币闸门还没凉 9月18日前后手动借USDC/USDT已经开过闸 首日公开讨论里借过约#特朗普将会晤海湾六国，伊朗局势迎关键节点
Trump is calling the Gulf Six to New York for a meeting. On the surface, it's to discuss the next phase of the Iran war, but the real purpose is simple: find someone to foot the bill and create a way out for himself.
He talks about facing a "major decision," neither ruling out a full-scale attack nor ruling out talks. This tactic is all too familiar—maximum pressure before negotiations. By involving Saudi Arabia, the UAE, and other Gulf allies, he aims to get them to contribute money and effort, while also appeasing allies. Iran’s ceasefire terms through Qatar—ending the conflict, unfreezing funds, lifting the maritime blockade—actually provide a basis for negotiation. Trump has no intention of opening a new front now; he’s purely fishing for political chips.
The market reaction is very honest. Oil prices dropped nearly 3%, while Bitcoin slightly rose. The market simply doesn’t believe Trump will really fight; geopolitical risk premium is rapidly fading. As long as there’s no war, oil prices won’t rise, inflation expectations will cool, and the Fed won’t dare to cut rates aggressively—this is a hidden medium-to-long-term positive for our crypto space.
But we must stay alert. If the talks on the 22nd collapse and Trump orders a strike, oil prices will surge, inflation will explode, and Bitcoin will definitely plunge along with other risk assets. So the current strategy is simple: hold your spot positions firmly and don’t bet on short-term direction. Trump flips sides faster than turning a page—wait for the shoe to drop.
#$BTC $ETH $ZEC SEC给了DeFi一把钥匙，但锁孔是传统金融的形状！ 9月17日，SEC发布了编号34-106402的行政命令。这份文件很长，条款很细，但核心只有一句话：允许符合条件的代币化股票交易场所，在五年内豁免《证券交易法》中关于交易所和经纪交易商的注册义务。 市场读懂了这句话。BTC突破81000美元，UNI涨了30%，ETH、SOL、NEAR同步拉升。CoinGlass统计，24小时内4.7亿美元空头被强平。这是一次由监管预期驱动的报复性反弹。 但这份豁免令真正的看点，不在它允许了什么，在它限制了什么。 必须用AMM，不能用订单簿？ 豁免令最硬的一条前置条件，是TSV必须采用自动做市商机制，也就是AMM。传统交易所和绝大多数中心化加密平台用的是中央限价订单簿，也就是CLOB。这条规定把传统交易所和主流中心化平台直接挡在了门外。 AMM的优势在冷启动和小规模场景。流动性池靠公式定价，适合长尾资产。但它的缺陷同样明显。单笔大额交易的滑点风险陡增，随着交易规模扩大，反而会反噬流动性。CLOB在高深度市场中的撮合效率远高于AMM。 SEC选了一条对DeFi有利、对传统金融设限的路径。 高盛分析师在解$DOGE This isn't a rebound, it's like CPR for my account, right?😭
During the bottom consolidation, everyone was shouting about a breakdown, but what I saw was funds quietly entering, consolidating without breaking down, with volume gradually building up. The signal was very clear back then: if it doesn't fall further, it's strong, go long.
So, I bought more at 0.08425, now at 0.09066, +379.82% in hand, taking off. The earlier hesitation was real, but the outcome is really sweet.
First, take profit on 75%, pocket the big part, move the stop loss on the remaining 25% up to the cost price, let the profits run if it continues.
The premise of compounding is staying alive; the shortcut to getting rich often leads to zero.
For friends who haven't gotten in yet, listen to me: this is really not the time to rush in, chasing highs easily leaves you stuck at the peak, patiently wait for the next signal.
$BTC $XRP #加密总市值重返2.8万亿美元 What's next?
After the mid-September FOMC pullback quickly recovered, BTC reclaimed 81,000, and the total crypto market cap returned above 2.8 trillion.
But can this rally continue? There are three key data points to watch next.
First, look at ETF funds.
Last week, BTC spot ETFs had a net inflow of about $6.2 million, but on September 18 alone, there was an inflow of $433 million; ETH ETFs had a net outflow of about $140 million last week, breaking a 4-week streak of net inflows. Whether BTC funds can continue to flow back and whether ETH funds can stop outflows are important indicators to judge if this rally can persist.
Second, observe liquidity structure.
Spot trading volume, open interest, and funding rates need to be monitored simultaneously. Both long and short sides of mainstream assets have large liquidation orders waiting to be triggered. In the short term, focus on which side’s liquidity price will sweep first.
Third, watch this week’s macro events.
Wednesday’s PMI and Thursday’s meeting between Xi and Trump covering trade, tariffs, tech restrictions, and other core topics may amplify market volatility.
• $BTC Structure is relatively strong; watch key resistance at 8.2
Support: 8.08, 8.01
Resistance: 8.2–8.23, 8.29–8.45
• $ETH Still oscillating in a bullish structure as long as 2580 holds
Support: 2590–2580–2510
Resistance: 2688–2700, 2738–2770
• $SOL 108 is the short-term long/short boundary
Support: 108, 103
Resistance: 115, 123[Pharaoh's Market Watch]
Everyone is asking Pharaoh, with Trump about to meet the big players of the Gulf Cooperation Council, is Bitcoin going to shake again?
Pharaoh says directly, this meeting is essentially a "loot division conference"—the war isn't over yet, but the U.S. is already eager to discuss with the Gulf countries how to divide the spoils afterward. And Bitcoin's fate hangs entirely on those oil tankers in the Strait of Hormuz.
First, let's look at the background of this meeting. During the UN General Assembly in New York on September 22, Trump will meet with leaders or foreign ministers from Saudi Arabia, the UAE, Qatar, Bahrain, and other Gulf states to focus on the "post-war strategic vision" proposed by the U.S. In plain terms, the U.S. wants to rope in the Gulf countries to put shackles on Iran.
But Iran has no intention of giving in. Speaker Kalibaf warned on the 7th that if the U.S. dares to attack Iran's oil and gas facilities, American energy assets in the Gulf region will also face retaliatory strikes.
For Bitcoin, the most critical factor is oil prices. Brent crude oil broke through $100 for the third time this year on September 9, rising over 60% cumulatively. Goldman Sachs directly warned that if the conflict escalates, oil prices could hit $120. The daily number of commercial ships passing through the Strait of Hormuz once dropped to single digits, and supertankers had zero departures for several consecutive days. Every time oil prices push higher, inflation expectations harden, and the threat of interest rate hikes tightens.
Pharaoh sums it up in one sentence: This Gulf Cooperation Council meeting will decide whether the Strait of Hormuz loosens or tightens, whether oil prices rise or fall, and whether Bitcoin enters a major bull run or hits a peak waterfall $BTC $ETH $ONE #特朗普将会晤海湾六国，伊朗局势迎关键节点 6. Fatal risks that must be faced head-on, most people ignore them during FOMO
1. Liquidity is a double-edged sword: the higher it can be pumped, the harder it can crash
ZEC's real floating supply is limited; a small amount of funds late at night can push it to 1500; once sentiment reverses, even a small amount of selling pressure can cause a brutal drop. Chasing highs late at night faces extremely high slippage, and stop-loss orders may not execute at the target price.
2. After the short squeeze ends, the largest buying force disappears immediately
When shorts in the market are fully cleared, the buying from closing positions is completely exhausted. Without new long-term capital stepping in, the market will lose its upward engine and is prone to "buy the rumor, sell the fact" scenarios.
3. The shadow of historical trust will never fully disappear
Although the Ironwood upgrade has fixed vulnerabilities, the privacy shielding feature prevents a complete historical transaction trace. This tail risk will continue to suppress the institutional allocation ceiling. Once the market weakens, old panic narratives will be brought back into play.
4. The two-way Damocles sword of regulation
A major narrative of this rally is "resisting regulatory tracking," but conversely, if Europe and the US further tighten privacy asset regulations or exchanges restrict shielded pool assets, valuations will be directly hit hard. Compliant ETFs only trade ZEC with transparent addresses and do not use privacy features, so institutional allocation and privacy narratives are inherently disconnected. $BTC $ETH $ZEC #加密总市值重返2.8万亿美元 #ZEC巨鲸3.8万枚空单平仓，亏损超3500万美元 #特朗普#ZEC Whale Closes 38,000 Short Positions, Losing Over $35 Million
$ZEC is really showing some strength this time.
According to on-chain data, the whale Garrett Jin, who once shorted ZEC from around $400, previously held up to about 39,760 ZEC, with a position value nearing $51 million. On September 21, he closed his short positions in about 1.5 hours through market orders, pushing ZEC from around $1490 to $1530, a roughly 2.7% increase in a short time. This short position ultimately lost about $35 to $36 million.
But the most interesting part isn’t "how much the whale lost."
During the closing of the short positions, the address did not simultaneously sell spot holdings; it still holds about 202,000 ZEC on-chain, valued at over $300 million at $1530 each.
In other words, the 38,000 short positions and 202,000 spot ZEC coexist, making the position structure itself quite intriguing.
Additionally, ZEC’s NU7 upgrade is still progressing, with the testnet planned to launch on October 6 and the mainnet upgrade targeted for November 5.
On one hand, there’s a $35 million-level short position exit; on the other, 200,000 ZEC spot holdings remain. How on-chain funds will change next might be more interesting than just watching the price.Altcoins have been livelier than BTC recently: UNI surged following the "tokenized stocks/regulatory exemption" narrative, while ZEC is seeing a battle between bulls and bears at high levels. When sentiment is hot, it's easiest to mistake gains for permission.
Personal memo (not a trading call):
1. Just because the narrative is right doesn't mean the volume-price structure is correct—wait for a pullback or sideways confirmation after big gains.
2. Chasing highs after the main rally usually worsens the odds; better to miss a move than add positions at the peak.
3. While BTC is still oscillating between 80,000–82,000, altcoin divergence is normal; don't base your entire portfolio on the sentiment of a single coin.
Look at the structure first, then the story. No matter how good the story sounds, your position must first pass risk control.The mysterious $ETH whale is still frantically shifting positions from BTC to ETH!
In 5 days, it has sold a total of 1107 BTC.
The corresponding capital scale is close to $86.76 million!
Then it bought 34,422 ETH and staked them all.
This no longer looks like just testing positions, but rather a sustained asset rotation!
In the past 5 days, this mysterious whale has sold a total of 1107 BTC on Hyperliquid, worth about $86.76 million, then bought 34,422 ETH, worth about $86.5 million. The amounts on both sides almost completely correspond, and the purchased ETH was not left on the exchange but directly staked in full.
This is more worth monitoring than a simple position swap. Continuously reducing BTC, increasing ETH, and then locking ETH into staking indicates that this capital shows no signs of rushing to sell again in the short term. If there are further large operations in the same direction, the capital preference for ETH relative to BTC may continue to strengthen.
An $86 million-level rotation is no small move.
If this position shifting continues, the ETH/BTC pair could get even stronger!This Monday afternoon wave, BTC hovered around 81,900 (public source intraday roughly 80,100–82,000), touched the high point and then pulled back.
My personal view (not a trading call):
1. 80,000 still holds, the defense line is not broken, but that doesn't mean you can chase recklessly
2. The pressure around 82,000 remains; if it can't hold steadily, treat it as consolidation first, don't mistake the rebound for a breakout
3. After the ETF pause on Friday, the real test this week is whether it can hold above the upper range
Positioning on "waiting for confirmation" is more cost-effective than chasing highs Monday afternoon. Light positions and setting stop losses are more important than guessing the direction. Visa to Block Meme Coin Credit Card Points Loophole
Visa is adjusting the transaction classification for meme coin credit card purchases. Previously, some checkouts on Robinhood Wallet and Fomo completed via Crossmint, Apple Pay, or Google Pay were recorded as "digital media" rather than crypto transactions, allowing users to earn regular credit card points or cashback.
Visa has informed relevant payment processors that the digital media merchant code no longer applies to these purchases, and processors are currently in a brief transition period. Meme coin credit card purchases will not disappear but will need to be processed as crypto transactions going forward and will be subject to corresponding rules.
Robinhood Wallet was one of the entry points discovered using this method. For users, the purchase entry is still temporarily available; the most direct change is that points or cashback may disappear, and the issuing bank will also recognize the transaction as a crypto purchase.
#Robinhood #CryptoPayments(June 2026 - mid-September): High-level pullback and consolidation
Falling back from the peak of $2354, with a maximum retracement of about 23%, entering a high-level range consolidation.
Latest (September 18, US Eastern close): $1791.82, single-day increase of 10.99%, storage sector collectively warming up. Short-term fluctuating repeatedly in the $1500–$1800 range, trading volume remains high, capital competition intense.
Short-term (1–4 weeks)
Focus on two core issues: ① Federal Reserve interest rate statements; ② NAND spot/contract prices.
• If rate cut expectations persist and flash memory prices remain firm: high probability of oscillating upward in the $1500–$1900 range, challenging previous highs;
• If hawkish rate hike signals are released or flash memory prices weaken: a rapid correction is likely to occur again.
Medium to long term (half-year perspective)
The core is the NAND flash supply and demand cycle.
Optimistic scenario: AI storage demand continues to exceed expectations, expansion pace is slow, flash memory prices remain high, performance continues to be realized, with potential to challenge historical highs again;
Pessimistic scenario: supply release, flash memory prices turn downward, combined with a high interest rate environment, entering a downward cycle, stock price will undergo deep adjustment. $BTC 周线直接打出4个月最高收盘！
价格重新站回50周均线。
这是近10个月第一次真正收复这条线！
中期趋势终于开始明显修复。
这一根周线，分量比普通反弹重得多！
BTC最新周线收盘创近4个月新高，同时重新站上50周均线，这是过去约10个月以来第一次把这条中长期趋势线真正收回来。前面很多反弹都卡在趋势压力下，这次周线结构终于开始发生变化。
接下来重点就是能不能把50周均线从压力踩成支撑。如果后续回踩守得住，同时周线继续抬高，那市场会更像进入中期趋势修复阶段；如果很快重新跌回去，这次突破的含金量就会打折。
4个月最高周收盘已经拿下，50周均线也重新站回来了。
只要这条线守住，BTC中期多头结构会越来越硬！费率、多空比、持仓，三笔账一个答案 昨天我说：接刀的人，排到了瀑布口。 今天刀落地了——人没走，队伍还加长了一截。 0.06132 到 0.05283，二十来个小时回吐 13.8%。现货踩在 1 小时下轨 0.05261 上，上面 1 小时中轨 0.05331、上轨 0.05402 一档档压着，4 小时下轨还远，在 0.04874。 难看的是资金面。费率 0.01821%，年化 40.23%，多头每 4 小时交一次费，躺一天 0.109%；近 10 次结算没一次转负。多空比 8.1 到 8.36，下午 15:30 掉到 8.14 又弹回去，八成仓位还是多单。持仓量抬到 8,600 万附近，比 09-20 那篇记的 7,990 万又高一档。 价格跌、钱在加、费率不降。三件事放一起只有一个解释：进来的不是现货买盘，是杠杆多头在摊平成本。旁证也有——合约基差从中午的 0.25 滑到 0 附近，合约买不出溢价，热闹全在对赌那一头。 反抽会不会来？会。三个周期都在低位：4 小时 J 值 22.25，1 小时 8.18，15 分钟 8.60，超卖扎堆。但反抽和反转是两回事，多头没出清之前，反弹先服After Bitcoin's intraday dip, it quickly recovered
It is at the upper edge of the 30-day range
After a strong rise earlier, the sideways consolidation is a strong continuation with multiple false breakout candlesticks
Last week's bearish candle was invalidated by this week's bullish engulfing candle, indicating a false breakout
In January-February 2026, a correction started exceeding 200 days
Multiple bottom divergences tested the upper boundary
The longer the consolidation, the higher the probability of a true breakout upward
To continue the rise, the key is still to watch 82500
Currently, those without positions should not rush to short before a breakout
But if you want to short, you must set a stop loss to prevent a big bullish breakout
Right now, it's just oscillating, waiting for direction, don't be fooled by a few candlesticks,
Wait for volume at 82500 before deciding the direction
Any breakout without volume is fake. $BTC $ETH #加密总市值重返2.8万亿美元 Whale Garrett Jin closed 38,000 ZEC short positions with market orders, taking 1.5 hours, forcibly pushing the price from $1490 to $1530, a 2.7% increase.
This short position closure cost the whale a loss of $35.44 million, but the key point is below: the same address still holds 202,000 $ZEC in spot! The cost price was only $437, and the current unrealized profit is as high as $221 million! This short position loss is less than 20% of his spot holdings.
In short, this is not a "bearish surrender" but a tactical retreat. He holds huge profits and thinks the recent rise was too sharp, so he opened a short position to bet on a short-term pullback. The market didn’t cooperate, and the short position was stopped out. But his overall net exposure remains a net long of $260 million! #ZEC巨鲸3.8万枚空单平仓，亏损超3500万美元 #加密总市值重返2.8万亿美元 #特朗普将会晤海湾六国，伊朗局势迎关键节点 NEAR surged nearly 20% in one day, not because they released some new whitepaper.
It's because their cross-chain swap feature (NEAR Intents) was recently integrated by wallets to swap ZEC back and forth, causing the daily volume to multiply several times.
Where the traffic goes, the coin price follows.
Have you ever paid attention to this kind of "being used as a routing" market?It is often said that ZEC's price rise is purely driven by manipulative whales. As the strongest middle schooler on Wall Street, today I will analyze it by combining smart money and order book distribution to provide everyone with a trading strategy.
First, look at the 2-hour chart: $ZEC, after surging to 1,590 to hunt liquidity, entered a secondary CHoCH pullback, currently consolidating in a wide range between 1,440–1,450.
1. SMC Key Structures
Liquidity Pools: The upper BSL clusters are at 1,500–1,520 and 1,585–1,600; the lower SSL is at 1,400–1,410, gathering a large number of long stop losses, with a very high expectation of stop loss hunting.
Order Blocks and Imbalances: The core demand zone is at 1,380–1,410, and the supply zone above is at 1,485–1,515.
2. Order Book Distribution
Sell Orders: Heavy limit walls stacked at key round numbers 1,500 and 1,550, passively blocking chasing buyers.
Buy Orders: Stair-step absorption and accumulation at 1,400–1,420, with active order eating momentum weakening; beware of a quick spike piercing 1,400 to induce a false breakout.
3. Trading Strategy
Bullish Bias (Primary - Stop Loss Hunt and Rebound): If price dips piercing 1,400 stop losses but quickly recovers above 1,425, consider going long at 1,420–1,430; stop loss below 1,390; take profit at 1,480/1,520.
Bearish Bias (Secondary - Rebound Under Pressure): Light short positions when weak rebound meets resistance at 1,500–1,510 and buy orders dry up; stop loss at 1,535; take profit at 1,450/1,410. Going long the same way, why do others profit while you get hit? The problem isn't the direction, it's the timing.
Many go long, but few make money.
It's not that the direction is wrong, it's that the timing is off.
Some chase after the rally and get caught in the pullback; others lay in wait before the move, waiting for the momentum. The same bullish outlook, different entry points, vastly different outcomes.
Now the market isn't about who is braver, but who is more patient.
When high-level assets can't rise, the funds don't disappear; they look for those that haven't risen yet. $OKB, $BNB—these early strong performers—once they stagnate and pull back, it's a signal that money is moving out.
On the $ZEC side, the upward momentum is clearly insufficient. The manipulator won't openly dump in a bull market; they'll quietly exit during the hype. I've already lightly tried shorting, with stop loss set above the previous high to avoid giving room for a spike.
The market is still active, but money only counts when it's secured. Don't let a single spike wipe out your entire account balance. #加密总市值重返2.8万亿美元 【5000U Challenge | Dual Currency Profit Live Trading Diary】
Day 6 📔
Starting Capital: 5000U
Current Total Assets: 5100.70U
Cumulative Profit: +100.70U (+2.01%)
Today's Profit: +10.18U (+0.19%)
📝 Today's Market & Live Trading Review
A batch of dual currency profit orders all settled on Monday ✅
A large number of low-buy orders landed today: $xSOXL, $XPL, $ZEC settled one after another to lock in profits.
The storage-related asset xSOXL contributed most of today's realized profits.
After reading two harsh stories in the community about holding positions and suffering heavy losses, I remind myself to strictly control risk.
Adhering to Taleb's barbell strategy: only use less than 10% of total funds as idle money to gamble on high-risk assets, with most positions placed in stable financial products as a base.
Today, I transferred 1006.81U into USDT financial products to earn a 3.29% annualized base yield, keeping sufficient cash on hand to continue observing tonight without betting all chips on a one-sided market.
Seeing so many people borrowing, holding full positions, being controlled by candlesticks, staying up late damaging their health, and carrying loans. The market never lacks opportunities; survival is the top priority.
Currently holding 2800U in dual currency profit orders, still retaining assets like RKLB and NBIS with good cost advantages, quietly waiting for the new options window next Friday.
Not chasing explosive narratives, not stubbornly holding against the trend, earning money within my own understanding.
⚠️ Personal live trading record only, not investment advice. The crypto market is highly risky; do not borrow to invest.
#ZEC巨鲸3.8万枚空单平仓，亏损超3500万美元 #加密总市值重返2.8万亿美元 #ETH冲高2700美元，质押与资金面现分化 CLARITY is dead, but the SEC instead "revived" it
The Senate rejected the CLARITY bill, and many saw it as bearish.
48 hours later, the SEC issued a 5-year exemption for tokenized stocks. The CFTC submitted a draft of crypto market rules to the White House for review.
SEC Chair Atkins said: "With or without legislation, the SEC will act within its existing authority."
What does this mean? Administrative exemptions replace congressional legislation. The advantage is speed; the downside is that the next administration can overturn it.
Tokenized stocks must provide dividend and voting rights; synthetic tokens are excluded. NYSE has reportedly been testing Avalanche technology for a year.
The question arises: how far can a market supported by regulators' "temporary exemptions" go? $BTC $ETH $ZEC #加密总市值重返2.8万亿美元 #ZEC巨鲸3.8万枚空单平仓，亏损超3500万美元 #特朗普将会晤海湾六国，伊朗局势迎关键节点 ETH中线牌面，细看同样能打！
筹码先说话：质押排队量是提款量的13.6倍，3660万枚$ETH 被锁进合约，占总供应30%，流通卖压被大幅抽走。
生态同步升温：Q3单次ETF流入1.437亿，DeFi锁仓500亿，非空钱包超2.07亿，资金与用户都在回场。
催化也没停：Glamsterdam测试网定档10月6日，主网目标26年Q4，L1 gas上限看2亿；Vitalik推进隐私、ZK-EVM和量子抗性。Robinhood接入Arbitrum Orbit、印度6200亿代币化试点，机构叙事继续外扩。
盘面看，二饼早间最高2709，$BTC 摸到82088。锁筹+升级+机构三线共振，ETH中线底部更扎实，别被洗下车，等主升浪。
#加密总市值重返2.8万亿美元
#ETH冲高2700美元，质押与资金面现分化
#SEC代币化股票创新豁免落地，UNI盘中涨超21% $STX 1. Major trend: Falling continuously from the high of 3.8493, indicating a long-term bear market decline. The rise starting from 0.1176 is a bottom rebound phase, not yet a bull market reversal.
2. Bollinger Bands signals
- Weekly price is close to the upper band: short-term pressure, this position is prone to weekly-level pullbacks.
- Bollinger Bands opening has started to widen slightly from contraction, indicating increasing volatility.
3. Volume: Volume expands during the bottom rebound phase, showing clear signs of capital inflow; but currently at resistance level, it remains to be seen if volume can continue to increase and break through around 0.32.
4. Cycle returns: 90-day increase is close to 80%, with a large accumulation of short-term profit-taking, creating a need for realization. 市场反弹后进入高位分歧震荡，暂无明确单边趋势。BTC在81300附近横盘，区间结构清晰：75000为核心防守支撑，跌破将弱化反弹结构；83000承压较重，短期难以突破，现阶段以区间观望为主，不追高、不猜空。ETH延续弱势配角行情，跟涨不领涨，无独立行情驱动，未放量突破前整体观望、性价比偏低。 ZEC短期走势最强，七日涨幅超30%，但高位分歧明显，轧空后快速回撤8%，波动剧烈。1590美元为短期强弱分水岭，未站稳前不建议追高，谨防高位获利盘兑现洗盘。 当前宏观环境偏空，美债收益率维持5%高位、油价站稳105美元，叠加美国政府关门风险升温，外部压制持续存在。市场处于数据真空期，行情由情绪与消息主导，波动率大幅抬升，盘面宽幅震荡常态化。 本周核心重点锁定9月30日，美国政府关门风险兑现、灰度ZEC ETF拆股双重事件叠加，短期波动将显著放大。拆股仅调整份额、不改变资产价值，需警惕利好落地兑现风险。 市场逻辑已完成迭代：交易所板块杀估值、风险频发，但BTC凭借现货ETF资金回流走出独立行情，平台风险与资产估值彻底脱钩。叠加俄央行放开银行加密配置配额，长期资金预期改善。短期盘面韧性充足但上行有限都在问法老，连“内幕巨鲸”都扛不住空头投降了，ZEC这波逼空到底有多血腥？ 法老直接说，巨鲸Garrett Jin平掉了3.8万枚ZEC空单，亏损约3500万美元。但别误会，这老哥根本没认输——他手里还攥着超过20万枚ZEC现货，价值超3亿美元，空单只是对冲仓位，现货多头一股没卖。 先看看这波逼空有多惨烈。 ZEC过去一个月涨了183%，一年狂拉超过3000%，9月中旬一度逼近1600美元。空头被反复按在地上摩擦：一位持有空单半月的鲸鱼，被迫以1548美元平仓2443万美元的空单，亏损1068万美元，直接吐回全年利润。另一位大空头0x362a连夜止损7次，总损失接近1000万美元，清算价被死死钉在1550附近。 但法老得说句实话——这波涨的核心不是“需求爆发”，是“空头踩踏”。 CoinGlass数据说得很直白：第一批空头被扫出场后，撮合引擎接手了剩下的一切，每一笔爆仓都是市价买单，又引爆下一笔爆仓。这就是为什么ZEC能涨得这么疯——空头越惨，价格越猛。 不过真正的底牌，是灰度那扇门。 ZCSH上线不到一个月，资产规模干到近9亿美元，9月18日当周净流入9821万美元，在美国14类加密SanDisk returns to $1791, but resistance is already in place above 📈
SanDisk closed up 11% last Friday at $1791, rebounding about 20% from the September 14 low. The storage sector warmed up in sync, with Micron, Western Digital, and SK Hynix all rising.
Fundamentals are providing support. Nvidia's CFO recently clearly stated that "memory pricing conditions are extreme," and TechInsights expects DRAM prices to rise over 200% year-over-year, with supply tightness lasting at least until the end of 2027. The company has signed 8 multi-year long-term contracts, with minimum contract revenue of about $98 billion, a forward P/E of only 8 times, and 71% of analysts giving buy ratings.
But the technicals are sounding an alarm. Resistance above is at $1807.50, and more importantly, the daily chart is forming a rising wedge, which in most cases points to a downward breakout. CEO Goeckeler reduced 33,800 shares at an average price of $1527.87 on September 14, cashing out $51.7 million.
My view: At the $1791 level, the risk-reward ratio for chasing higher is not good. Support is seen at $1502 (50-day moving average) and $1416.50 (key support). If it pulls back to $1500-$1550 with low volume and stabilizes, that would be much more comfortable than a hard push now. Until the rising wedge is resolved, I will not add positions at this level.
For reference only, not investment advice $SNDK #闪迪MSCI调仓生效，NAND估值受关注 $XAU Actually, for this kind of morning market, the risk is relatively high, so not trading is the best choice!
Short at high levels and hesitate at low levels, but the market hasn't tested any position, so what you're doing is observing. If this round breaks through, the structure will be generally more volatile with a wider range; watch for further updates.
Continuing to consolidate at high levels, an increased probability of a breakout is the ideal scenario. Currently holding at the current price. #加密总市值重返2.8万亿美元 Nasdaq futures rose 0.9, S&P and Dow each rose 0.6, all three indexes moved in the same direction but with different amplitudes.
Short-term traders first look at this difference: Nasdaq leading the rise means funds are pressing toward the longer duration end. But futures are expectations, not transactions; this line can be rewritten anytime before the US stock spot market opens.
What should be watched more is whether Nasdaq can maintain this relative strength after the open. If the gain is erased within the first half hour after the open, it indicates this is just a position replenishment, not a real return of risk appetite.
The observation point is the difference in gains between Nasdaq and Dow: if the difference converges below zero, this judgment is invalid.
#美联储10月再加息概率破55%
#全球高利率预期再升温 #美债短端供给或增万亿美元 $ZEC $DOGE 0.084 to 0.09, my long position is floating with an 18% gain, watching the OKX account, feeling a bit relieved.
I glanced over, trading is quite active around 0.09, volume is much stronger than before when it was dead quiet. But above 0.093-0.095 is my original cost zone, also the densest area of trapped positions, so if it breaks through, some will definitely sell off. Below 0.085-0.086 there is support; if it breaks down, I’ll seriously consider reducing my position. The current price at 0.09 is slightly above the middle, a position worth holding for now, but don’t expect it to surge straight up.
My plan for $DOGE: first reduce half to lower the cost basis, keep the rest with a trailing take-profit; if it breaks below 0.086, close all positions; if volume pushes it above 0.093, consider adding some back. $DOGE has no new story, Musk hasn’t promoted it, this move is just an oversold rebound plus short covering, not a trend reversal. An 18% floating gain is already a big profit on it, don’t wait for a rebound only to give it back.
Take profits on this wave first, let the brave ones earn from the rest.Thirty-eight thousand soldiers were crushed by the entire open line within an hour and a half; the 35 million deficit is not a sacrificed piece, but a surrender signed on the chessboard.
Looking at this game, the first thing I don't ask is how much he lost, but what he still holds in his hand. Two hundred thousand spot coins remain untouched—that is the decisive move of the whole game. Outsiders see a short position being blown out; I see a player pushing a bishop to the diagonal as a shield, and when it can't block anymore, retreating it to protect the king. The short position is a cover; the spot coins are the trump card. Removing the cover doesn't mean conceding defeat, it just means pulling the battle line from the dangerous diagonal back into one's own camp. This is exchanging pieces for time, not a collapse.
Look again at those ninety minutes. ZEC pushed from 1490 to 1530, a rise of only 2.7%, moving slowly and steadily, advancing along the thinnest liquidity line with market orders. This is not a blitzkrieg; this is a forcing move in the endgame—each step is not flashy, but each step compresses the opponent's breathing space. The truly fatal move is never the check itself, but leaving you with no pieces to move, forcing you to move first but making every move wrong.
High funding rates and high leverage positions on the board are like two nails plus a restraint. The higher the piece density, the fiercer the chain reaction of piece exchanges triggered by a single check. Short-term volatility doesn't come from direction, but from structure—the tighter the structure, the more explosive any touch will be.
NU7's testnet is scheduled for October 6, and the mainnet is targeted for November 5. This is the pawn advance at the opening, a center control established several moves in advance. The real money makers won't wait until the upgrade day to act; they've already marked these two dates on the game record.
Don't forget the pieces on the other wing. The tokenized gold baseline is speaking silently; while the high-volatility open line is being bloodied, the safe-haven pieces are quietly gathering. The asynchronous rhythms of the two wings are the true deep waters of this game.
Some have been cleared off the board, while others still hold a mountain in their hands.
The shorts have left, but the 200,000 spot coins still stand firm—that's not a position that couldn't be sold in time, but a move waiting for the opponent's time to be gradually exhausted. #ZEC38KShortClosed