诸葛投研✊
诸葛投研✊
17年进圈，9年web3老玩家，券商原持牌投顾。合约爆过仓，现在只玩主流币现货，向段永平看齐。
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A whale quietly moved 1.13 million $UNI into cold storage at the end of September.
Starting from September 28, a whale bought 1.13 million $UNI, worth about $72 million, against the trend and then withdrew them from the exchange.
The whale didn’t chase during the hottest period but accumulated during the dip, likely aiming for long-term holding.
Moreover, UNI has a new governance proposal to expand the fee switch to 8 chains: revenue will shift from a single Ethereum chain to multiple chains, broadening the fundamental base for token burn.
Bitwise’s UNI ETF trust filing is also progressing, adding another compliant channel candidate.
+179.75%
Snapshot at 05 Oct 2026, 21:33
$BTC short-term holders continue to increase their positions, with the average cost rising to $74,100!
Latest data today: $BTC short-term holders increased their holdings by 87,000 coins to 3.94 million coins in the past 30 days, maintaining a level higher than the previous month for 7 consecutive weeks.
Since August 18, the number of users holding Bitcoin within the last 6 months has been steadily increasing. This indicates that retail investors in the market have been accumulating.
Currently, the average cost for Bitcoin short-term holders is about $74,100, with an overall unrealized profit of approximately 15%, so $74,100 is a key level to watch right now.
If Bitcoin falls below this level, short-term holders as a whole will be at an unrealized loss, which could lead to forced selling.
+23.93%
Snapshot at 05 Oct 2026, 17:56
Have you heard the rumor before that $HYPE was going to be besieged? The result is that it alone has taken 71% of the market 😂:
1. The latest data shows that Hyperliquid's contract OI is 8.32 billion, including HIP-3's tradeXYZ, accounting for about 71% of the market share.
Its revenue in the last 30 days is 76.1 million, which is three times the total of all other perp DEXs combined. It is basically the undisputed market monopoly leader.
So the short-term sentiment around $HYPE is basically noise. As long as the long-term fundamentals remain unchanged and the US regulatory compliance story stays the same, it will definitely trend upward in the long run.
As for the recent sentiment, it is indeed not on HYPE's side. RSI is at 50 and has been hovering around 90 for several days; a breakout must come with volume.
+38.79%
Snapshot at 05 Oct 2026, 17:49
Milestone! $SOL has overtaken, with the spot ETF size reaching $1.91 billion, officially surpassing $XRP.
Moreover, SOL is quite resilient. During last Thursday's market-wide liquidation of 577 million, SOL took a hit of 24.5 million but recovered and closed in the green within two days, indicating strong absorption of selling pressure.
Even Allfunds, an asset management platform managing 1.9 trillion euros, has integrated Solana, further strengthening its institutional pipeline. Although such news doesn't directly pump the price, the accumulation builds momentum for $SOL's rise.
My view is that DOL will likely remain in a consolidation phase for now, with a high probability of an upward breakout later, targeting 128. Those holding spot positions should hold steady.
+67.47%
Snapshot at 05 Oct 2026, 14:19
$ZEC actually rebounded 2 points this morning, which startled me; I almost thought these past few days were a bear trap.
Fortunately, this rebound didn't reach the MA7 at 1391 and quickly fell back down. Any rebound that doesn't surpass the 7-day moving average can be seen as a last-ditch struggle.
Leverage has also mostly cleared out; contract OI shrank by nearly 20% in a week, mostly due to long position profit-taking.
So I remain bearish. For now, I’m watching for a break below 1215. If it really rebounds to 1440, I will cut losses and exit. The stop-loss price is already set.
+20.42%
Snapshot at 05 Oct 2026, 13:12
Liquidity over the weekend was so poor, yet $BTC managed to rise 2000 points, which is quite surprising, considering the volume contraction makes the rise less solid.
Short-term bearish, mid-term bullish, long-term bullish:
The options expiring this Thursday have a maximum pain point at 84000, which is 2500 dollars above the current price. The gravitational battle before expiration will most likely cause the price to pull back first;
However, the mid-term direction remains unchanged, with the monthly options expiring on the 30th having a notional size of 10 billion dollars, and the 95K call positions being the largest.
There is a new development you might have noticed: $BTC miners are back. Bitcoin's total network hash rate has climbed back from a low of 850 EH/s to 1010 EH/s, miners are back to work, reducing a hidden selling pressure risk. This is a positive for the long term.
Citibank raised the BTC target price to 113,000, which is also one of the long-term bullish points.
+24.08%
Snapshot at 05 Oct 2026, 12:03
Yesterday, after I said I opened a short position on $ZEC, several fans asked why:
In short, it boils down to one sentence: success and failure both come from regulation. I think $ZEC is facing a double blow from regulation and valuation.
Regulation is because of the BG hack where 3.9 million ZEC dirty funds entered the privacy pool, but no one can be directly traced on-chain.
Previously, everyone said ZEC found a balance between regulation and privacy, being both private and compliant with regulatory requirements. Now it's getting serious. If it fails this big test, the previously hyped compliance will just be empty promises.
As for valuation, the data speaks for itself: in recent days, $ZEC has seen $60 million outflow from ZCSH, and AUM dropped from a peak of $1 billion to $818 million. This shows institutions are using real money to hedge risks.
Regarding technical analysis, under the big picture of fundamentals, it becomes relatively less important.
+17.71%
Snapshot at 04 Oct 2026, 16:25