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AVAX is strengthening with volatility today, with intraday lows rising, indicating some capital inflow into the public chain sector. The main highlights of Avalanche lie in RWA, institutional-grade on-chain applications, and subnet ecosystems. Recently, discussions around traditional finance and stablecoin settlements have heated up, bringing these infrastructure projects back into market focus. AVAX is currently not just driven by sentiment but supported by a certain narrative, though ecosystem data and new applications remain key to sustainability. The short-term structure has improved; if trading volume continues to expand, the market may further trade on expectations of its RWA and institutional cooperation. $AVAX BCH showed a strong rebound today, and after breaking through during the session, it did not quickly fall back, indicating that there is still willingness among investors to participate in the catch-up rally logic for this established payment coin. When BTC performance improves, BCH is often easily traded by the market as a highly elastic similar asset, especially during the phase when mainstream coin trends are spreading, making it more likely to attract capital attention. BCH's narrative itself is not complicated; payment, miner ecosystem, and historical recognition are its core tags. The current trend is relatively strong, but its sustainability depends more on the overall market and volume. If BTC continues to stabilize, BCH's catch-up sentiment may persist; otherwise, one should be cautious of increased volatility after a surge. $BCH"PCE Provides Some Oxygen, But Nonfarm Payrolls Are the Real Threshold"
PCE was slightly below expectations, giving some short-term support, but don’t get too optimistic yet. The 10-year US Treasury yield is still hanging around 5.3%, and the interest pressure hasn’t eased, making it difficult for crypto to rally significantly.
$BTC is hovering near 84,000, touching 84,300 during the day but getting pushed back. There’s buying support at 83,000 and selling pressure above 85,500. The overall trend isn’t broken, but since rising from the 70,000s, the upward momentum has clearly weakened.
$ETH is fluctuating around 2,700, trapped between 2,600 and 2,800. Compared to BTC, it’s less elastic; money prefers to stay in Bitcoin. For Ethereum to strengthen independently, it needs to hold above 2,800 first.
$ZEC carries the highest risk. After nearly doubling earlier, it corrected about 6% on October 1 and dropped 13%–15% over the week. The upward channel has broken, and now it’s oscillating between 1,300 and 1,400. Volatility is high; avoid heavy positions.
Summary: Inflation data is slightly better, giving the market a breather, but interest rates haven’t dropped. Nonfarm payrolls are the key. Hold back before the data and wait for direction.
This is only a personal market observation and does not constitute advice.
#加息预期推迟，9月非农成下一关键
#BTC现货ETF连续流出
#伊朗收到美国反提案，美伊分歧仍在 XRP performed relatively well today, rising during the session and maintaining near the highs, indicating a renewed focus of capital on the payment narrative. Recently, Visa and banking institutions have advanced USDC cross-border settlement testing. Although this is not directly equivalent to positive news for XRP, it does strengthen the market's imagination about on-chain payments, clearing efficiency, and the integration of traditional finance on-chain. XRP is sensitive to news; once capital focuses on it, volatility tends to amplify. Currently, bullish sentiment dominates, but whether it can continue depends on whether trading volume can keep expanding and if there are new catalysts in the payment sector. $XRPSamsung stocks rush into the crypto space, XRP only rises 3.1%: the market is not over yet
$XRP is currently at 1.5384, up 3.1% in 24h. Tokenized stocks of Samsung and SK Hynix have landed on Coinstore, opening a zero-fee zone, with XRP listed as a directly exchangeable currency—traditional giants entering the crypto space is a significant positive, and I am outright bullish.
Some say the good news is fully priced in? Market evidence: after the event, $XRP moved from 1.5324 to 1.5389, only +0.42%, the market has not overextended. The daily RSI is 56.3, moderately strong but not overbought; short-term moving averages have been in a bullish alignment for 9 days; funding rate is neutral at 0.0001; long-short account ratio is 2.2873, bulls dominate but it’s not crowded.
The only warning is the daily MACD just formed a death cross above zero for 1 day, with expanding green bars—avoid chasing highs recklessly, scaling in is safer.
Resistance above: 1.542 (24h high), break through to watch 1.5443, 1.5464.
Support below: 1.538 (4h SAR), if broken retreat to 1.5191.
The market is in an offensive phase, the good news has only just started to show. Enter long at the current price 1.5384, stop loss just below 1.538, add positions after breaking 1.542, target 1.5443.
Whether $XRP breaks out or rallies, like and follow, I’ll alert you immediately.
$XRP $BTC美元还没见顶，风险资产就很难真正轻松。
美国银行策略师Michael Hartnett认为，在美元见顶、美债收益率从高位回落之前，投资者可能继续降低杠杆、减少高风险交易。
现在这个逻辑已经很清楚：
美元走强 → 资金回流美元资产 → 美债收益率维持高位 → 资金成本上升 → 风险偏好下降 → BTC和高Beta资产承压。
目前美元指数已经连续第三周上涨，本周涨幅约0.9%，并一度触及2025年4月以来高位。与此同时，美国10年期国债收益率仍处在2002年以来的高位区域。
更值得关注的是，小盘股和银行股如果继续走弱，市场担心的就不只是估值，而是经济增长预期可能开始降温。
对BTC来说，现在最大的矛盾也在这里：
一边是ETF资金回流，提供现货买盘；
另一边是美元走强、美债收益率高企，压制整体风险偏好。
所以短线我会重点盯三个变量：
美元能不能见顶；
美债收益率能不能明显回落；
BTC上涨时ETF资金能不能持续流入。
如果美元走弱、美债收益率回落，同时ETF继续吸金，BTC的上涨环境会明显改善。
反过来，如果BTC冲高，但美元和美债收益率继续走强，就要防止资金收紧带来的冲高回落。
今天的非农Why did I only use a very small position this time, instead of going all in to bottom fish?
$ZEC dropped from 1494 to 1305 in this wave, and I admit I panicked a bit in between. Seeing my account's unrealized loss slightly widen, several times the thought "Maybe I should cut losses" flashed through my mind.
But in the end, I didn't act—not because I'm stubborn, but because I did the math for myself.
What I'm really doing is not betting on whether it will rebound.
I'm betting on one thing: that those with large positions will be washed out, while those with small positions can hold on until the reversal.
So I reduced my position to very small, so small that even if it drops another 20%, I can still hold and wait. The liquidation price was pulled up to over 400,
What does this mean? It means no matter how much the manipulative whales smash it, they can't hurt my foundation.
This is the real value of going long this time—not in correctly predicting the direction, but in position management that lets you stay at the table and not get kicked out.
The price has now bounced from 1305 to 1385, still not reaching my first target.
I won't shout "Charge!" or "All in!" or "Making a killing!".
I will only say: if you want to participate, don't rush to go heavy. First ask yourself how much drawdown you can endure, then decide how much position to take.
The market always has opportunities, but your principal only comes once.
$BTC $ETH
#ZEC再创本轮新高，逼近1700美元 POL initially suppressed then stabilized today, overall showing a fluctuating recovery trend. The core focus of Polygon remains large-scale payments, enterprise cooperation, and Ethereum scaling ecosystem. Traditional financial institutions testing stablecoin settlements will also indirectly strengthen market attention on low-cost, high-efficiency on-chain infrastructure. However, POL still faces intense competition from legacy public chains and insufficient narrative updates. The short-term ability to hold the recovery after a pullback indicates that selling pressure has not further expanded; for a true strengthening, we need to see simultaneous improvements in ecosystem applications, on-chain activity, and capital flow. $POLUnder capital rotation, $SKHYNIX is slightly bullish in the short term but volume is dragging behind.
Bitcoin ETFs have seen inflows for 9 consecutive days, while ETH has turned to outflows, indicating that funds are re-evaluating mainstream coins. SKHYNIX, as a highly volatile asset, shows bullish sentiment, but rotation risks cannot be ignored.
Current price is 1318.9, up slightly 0.3% in 24 hours, with a turnover of only 87,000, and a quiet market. Funding rate is -0.0390%, shorts are paying, open interest is 33,000, short squeeze pressure is accumulating. The top 10 order book shows 329 buy orders and 163 sell orders, with a buy/sell ratio of 2.03, buyers have the upper hand.
The 1-hour and 4-hour moving averages are upward, 3.56% and 7.11% above the low point respectively. Support at 1276.5, resistance at 1362.3. Slightly bullish in the short term, but chasing higher on low volume is risky.
Strategy: Try going long on a pullback near 1281.7, stop loss at 1264.2, target 1341.8; if it pushes up to 1355.6 and faces resistance, consider light short positions, stop loss at 1372.4, target 1298.3. Position size should not exceed 20%, exit decisively if stop loss is hit.
This is only a personal opinion and does not constitute investment advice. Wish you smooth trading.
$SKHYNIX #ETH现货ETF连续三周净流入 #9月非农今晚公布，加息预期成焦点 ATOM's performance today is relatively weak, mainly due to the overall lack of new catalysts in established public blockchains. Cosmos's cross-chain technology foundation has always been solid, and the IBC ecosystem holds long-term value, but the market currently favors projects that can quickly generate revenue, user growth, and high-frequency trading topics. ATOM appears less competitive in the battle for capital. Although there was some support after the intraday decline, the rebound was limited, indicating that bulls have not yet formed a consensus expectation. Whether this can improve going forward depends on whether new application breakthroughs emerge in the Cosmos ecosystem or if there is substantial progress in the token value capture mechanism. $ATOMBrothers, $ETH really had a close call this time!
I opened a short position near 2688 and held on for more than a month. Just now, Ethereum suddenly surged to 2777, almost breaking my defense, locking me in for nearly 100 points!
Luckily, luckily! Now it has finally dropped back down, and the dawn of breaking even has finally appeared.
Short, short, short! Hold the palace! 😂
Still bearish tonight, I refuse to believe that after holding on for so long, I can't wait to break even! As long as the position is still there, there is hope.
Brothers in the short army, hold on, keep enduring this wave, breaking even really has hope!
#9月非农今晚公布，加息预期成焦点 #BTC、ETH现货ETF同步转流出，资金热度降温 #美债收益率频创新高，长期利率压力未缓解 CT at $0.60, dare to chase?
TGE pulled from 0.10 to 0.60 in two days, Binance perpetual just launched, 24-hour surge of 40%, institutional names plastered everywhere—but the unlocking schedule for the team's 22% + investors' 28% hasn't been announced yet. Is this wave really the main rally of the “institutional DeFi operating system,” or the meat grinder start of a new coin perpetual?
Let's look at the surface first: good news piles up, the rise makes you uneasy.
TGE on September 30, Binance perpetual launched on October 1 with up to 20x leverage, Bybit, OKX, Gate simultaneously opened contracts. Total supply fixed at 1 billion with no inflation, the official website shows endorsements from Polychain, VanEck, YZi Labs, Hashed, Tribe, claiming $1.2 billion in deposits and $23 billion in cumulative volume. Price surged from 0.10 to 0.63; seeing 0.60 on Binance basically means you are at the historical high point within two days of listing.
Volume exploded, 24-hour open interest increased several times. Everyone is shouting “institutional coin will hit $1.”
But let me tell you—this is not an old coin pullback, it’s a high-wire act on the second day of listing.
First thing: CT is a governance token, not a stock, don’t confuse them.
The official whitepaper clearly states: CT does not grant equity, dividends, profit distribution, or protocol asset claims.
In plain language:
Buying CT is not buying shares of Concrete company
How the protocol profits are shared with CT holders is not fixed yet
What you participate in is "strategy discussions, collateral categories, fee voting"—governance rights, not withdrawal rights
Buying at 0.60 is buying an option, not a cheap chip.
Institutional endorsements are for the company’s credibility, not a safety net for CT holders. Protocol profits ≠ CT value; this logic chain is broken in the middle, many pretend not to see it.
Second thing: circulating supply is small, but the unlocking sword hangs overhead.
Total supply 1 billion, allocation: ecosystem 35%, investors 28%, team 22%, foundation 15%.
Reported circulating about 200 million; at 0.60, circulating market cap is $120 million, fully diluted $600 million. Volume relative to circulating market cap is absurdly high—indicating a lot of turnover and leverage, not long-term lock-up.
Team 22% + investors 28% = half the supply, locked but the full unlocking schedule hasn’t been publicly verified.
What does this mean?
Your current buying is carrying the chips that will unlock in the future. Once the schedule is announced earlier, the 0.60 buy-side can’t hold.
Third thing: only two candlesticks, moving averages are just decoration.
TGE opened at 0.10 → surged to 0.40 → after perpetual launch pulled to 0.53-0.63. The 0.60 you see is stuck just below the two-day high of 0.63.
Key levels:
Above: 0.63 is ATH/supply zone. Only with volume breaking 0.65 can we talk about 0.70-0.75
Below: 0.53-0.55 is first support; 0.45-0.48 is today’s low zone; 0.40 is the acceleration base step
Breaking below 0.40 means short-term structure is a deep retracement
4-hour chart is strong, daily sample only two bars, moving averages have no reference value. Volume comes from new contracts, not old hands accumulating, it’s leverage game.
Bull vs bear, judge for yourself
On one side:
Hard cap 1 billion no inflation, scarcity narrative
Institutional endorsements are solid (Polychain, VanEck, YZi Labs)
Binance perpetual launch, liquidity explosion
Claims $1.2 billion deposits, $23 billion volume
On the other side:
Governance token ≠ cash flow, income distribution not fixed
Team + investors hold half, unlocking schedule not public
Pulled from 0.10 to 0.60 in two days, valuation priced in “institutional adoption” early
New coin perpetual OI surges, longs extremely crowded
BTC sideways weak near 83,000, ETF inflow slope flattens
Key level 0.60, only 3 cents away from the lifeline 0.63.
Operation strategy (no nonsense)
Aggressive:
At around 0.60, very light long trial, stop loss 0.545. First target 0.63, second target 0.68. If it can’t break 0.63, exit; don’t fantasize about going straight to 1. 20x is the exchange’s max leverage, not the recommended leverage.
Conservative:
Wait for 0.48-0.52 to consider, stop loss 0.43. Better entry is 0.40-0.45. If not reached, stay out and watch 0.63’s movement. 0.60 is a chasing high, not a pullback entry.
Breakout:
Only consider chasing if volume breaks and holds above 0.65, with pullback not below 0.60; target 0.72. Fake breakout, give up.
Bearish:
Light short on 0.63-0.65 failed rally, stop loss 0.675, targets 0.53, 0.45. Don’t hold shorts near 0.40, new coins easily short squeezed.
Position rules:
Single trade risk no more than 1.5% of total capital
Leverage recommended no more than 3x
Funding fee settled every 4 hours, check rate before holding overnight
If BTC breaks below 82,600, reduce CT leverage first
If unlocking schedule announced earlier, treat rebounds as sell windows
CT has spun the “institutional DeFi operating system” story well, price also priced in the second day’s high early.
But you must understand:
You are buying a governance token at 0.60, not Concrete’s equity. Institutional endorsements are for the company, not a safety net for you.
0.60 is for defensive swing trading, not all-in on new highs.
Surviving until 0.45 breaks or 0.65 confirms is more important than gambling on $1 with high leverage at the ATH doorstep.
$BTC $ETH $CT Yields have surged to 5.34%, and Bitcoin $BTC is still pushing upward. This is the real anomaly today.
The US Dollar Index briefly touched 102, an 18-month high. The spread between France and Germany has also widened. Risk assets should logically contract, but Bitcoin surged to 86,885 before the non-farm payrolls, then pulled back but held near 86,000. It has risen about 3% in October. Let's set aside the 42.7% gain in Q3 for now; this move is going against the bond market.
There is pressure, though. The 87,360 level from September 21 hasn't been absorbed yet. The spot ETF has clearly slowed down by the end of the month, with about 150 million flowing out on September 30. The money is still there, but not as urgent as at the beginning of the month. Softer PCE only reduced the odds of an October rate hike from 70% to 40%. Goldman Sachs pushed the second rate hike to December; no one is saying this tightening cycle is over.
So, the non-farm payrolls are not the steering wheel but a verification. Expectations are around 90,000 with a 4.1% unemployment rate. If the number is significantly below this, the selling pressure above 86,000 could be absorbed, and 87,360 would be a true breakout. If employment remains strong, this counter-trend rise will be given back first, with 84,000 as the first support, and only if 80,800 breaks would 75,000 be discussed.SAND rose about 47.6%, open interest increased about 241.6% in 24 hours, yet the funding rate hit -1%.
As of 17:34 Beijing time, OKEx spot price is about $0.0641, 24-hour high $0.06578, low $0.04239, amplitude about 53.9%, trading volume about $3.07 million. The current price is about 2.6% below the high, with the main gains still intact.
OKEx hourly statistics show nominal open interest rose from about $1.55 million 24 hours ago to about $5.28 million; current real-time nominal open interest is about $5.89 million. The perpetual price is about $0.06165, approximately 3.8% lower than spot; the most recent settlement funding rate is about -0.545%, and the current cycle has reached -1%.
My judgment is that price and open interest are both surging rapidly, but the contract depth is at a discount, shorts continue to pay fees, and position conflicts are already very crowded. The easiest misjudgment is to take the negative funding rate directly as a guarantee of continued rise; such a large spot and contract price gap may also reflect liquidity misalignment, and new positions do not necessarily mean one-sided shorts.
Next, watch $0.06578 and $0.06. If open interest continues to increase when breaking the previous high and the discount starts to narrow, squeeze risk will still accumulate; if it falls below $0.06 and open interest remains high, new leverage may turn into concentrated liquidation pressure.
$SAND Friends, tonight at 8:30 PM, the nonfarm payrolls bomb will explode on time.
Expected new jobs: 90,000; unemployment rate: 4.1%. But the key is not the number itself, it's whether the Fed dares to raise rates in October after seeing the data.
They just raised by 25 basis points last week, and the dot plot hinted at one more hike this year. But market expectations have loosened, with the probability of an October rate hike dropping from about 70% to around 50%. Why? ADP looks strong, but JOLTS job openings have dropped sharply. Low hiring, low layoffs—in short, companies are cautious, neither daring to lay off nor hire. $BTC $ETH $CT
So there are two scenarios tonight.
If the data beats expectations, rate hike expectations will heat up again, US Treasury yields will rise, and crypto will face short-term pressure. But once the bad news is fully absorbed, the market might actually breathe a sigh of relief, with the negative impact priced in.
If the data misses expectations, October rate hike expectations will cool further, and risk assets will take off. Crypto, being most sensitive to liquidity, will definitely be the first to react.
Right now, BTC is hovering around 86,000, and ETH is around 2,750. Before 8:30 PM tonight, it's likely to be a narrow range consolidation, as funds are waiting. FOCIL protects the opportunity for transactions to enter blocks but does not guarantee immediate execution.
FOCIL allows a validator committee to propose a set of valid transactions that must be included by the builder. For a block to be accepted by the prover, it must satisfy the inclusion constraints. It targets the ability of a single builder to exclude certain transactions over the long term, strengthening the censorship resistance of the $ETH network. However, FOCIL does not guarantee that any transaction will be confirmed in the next second: low fees, invalid transactions, state conflicts, or network delays may still cause waiting, and the committee itself must follow eligibility rules. Understanding censorship resistance as "all operations succeed immediately" would impose impossible demands on the protocol. The real improvement is that users no longer have to rely entirely on a single block builder for final inclusion, which is especially important for L2 exits and sensitive applications. Future evaluations of FOCIL should consider the actual inclusion rate under malicious or centralized builder environments, additional bandwidth, and node load, rather than just whether the feature is included in a fork.
The fee market still exists, and inclusion lists cannot be infinitely large, or else the committee itself would become a source of bandwidth and validation pressure. Censorship resistance improvements must coincide with resource boundaries.
Fairer opportunities do not mean the absence of competition in outcomes. The strength of $BTC is undeniable, but mistaking overheating for safety is often when emotions are most expensive.
Both the 1-hour and 4-hour charts are leaning strong, with RSI reaching 74 and 82 respectively. The strength hasn't disappeared, but the sentiment is already crowded; at this point, what's truly important is not guessing the peak, but seeing if the high-level support can quickly recover any pullback.
Current price is 86,304.18, about 3.37% away from the 1-hour support at 83,400, and about 0.71% from the resistance at 86,912.75. The space is not determined by sentiment; ultimately, it depends on which of these two boundaries is effectively broken first.
My observation line is very clear: standing back above and holding 86,912.75 means regaining short-term initiative; breaking below 83,400 means shifting focus to the 4-hour support at 82,563. If pressure continues above, the 4-hour resistance at 86,912.75 is temporarily just a distant reference, not a preset target.
Do you see a high RSI as proof of strength or a risk warning?
The market is volatile; the above is only a market observation and does not constitute investment advice. This is Crypto Bull speaking.The recent movement of XLM looks more like a mild recovery following the overall market trend. After a pullback during the session, it was able to rebound, indicating that there is still support at lower levels. The core logic of Stellar has always been cross-border payments and connecting with real-world finance. Recent news about stablecoin settlements and traditional payment institutions experimenting with on-chain clearing has also brought renewed attention to the payment sector. However, XLM is not purely a sentiment-driven coin; for sustained growth, it depends on whether capital can continuously increase and whether market enthusiasm for the payment narrative can be maintained. Short-term it is relatively strong but with moderate volatility, making it suitable to focus on monitoring volume and overall market rhythm. $XLMYou rode SOL hard today huh — 44u -> 220u is a clean 5x, even if you could only secure 82u profit after. That pump was wild, no clear catalyst either, just pure momentum + short squeeze. Felt like everyone was waiting for that nonfarm payrolls data tonight (#9月非农今晚公布，加息预期成焦点) so alts went risk-on. And yeah, ETH/BTC ratio is still painful. ETH just can't keep up with BTC right now. Smart to take profit — 82u is still way better than being stuck in ETH chop. You said "Change in the morning and theNonfarm Night: As rate hike expectations ease, will BTC dare to look at 90,000?
The biggest pressure in the market recently was the sudden rise in rate hike expectations. Now that the PCE is below expectations, the probability of a rate hike in October has clearly dropped from nearly 70%.
The logic is straightforward: as long as tonight's nonfarm payrolls don't exceed expectations, the market will further confirm no move in October, significantly easing the macro pressure weighing on BTC.
If the data confirms a continued drop in rate hike probability and US Treasury yields fall accordingly, seeing BTC in the 90,000 range this month wouldn't be difficult.
There is only one variable—the data itself.
$BTCMonad hasn't delivered its privacy product yet, but the coin price has already risen!!!
The official statement only said "Privacy is coming," scheduled for October 6 at the Singapore Open Summit where Category Labs will discuss institutional privacy: accounts won't be public but can still be verified on the public chain.
No details on scope, launch time, or mainnet integration have been given. This is the announcement date, not the delivery date.
Actually, the price has already surged ahead! On October 1, $MON rose over 17%, closing around $0.0324; on October 2, it surged to $0.03527, closing near $0.0337.
The increase has exceeded 30%, this is a news-driven pulse, not a functional rollout.
Looking at the chart, $0.027 is the pre-launch resistance; if it falls back there, the structure breaks.
$0.030–$0.0306 is the first defense zone; if the daily chart can't hold it, the gains will retreat.
$0.0330–$0.0337 is the current battleground; $0.0353 was yesterday's high.
$0.037 is close to the historical high of $0.03756; without volume to break above, it remains resistance, not support.
Keep positions above $0.030, first target $0.0353, then $0.0376 if surpassed.
If the daily closes below $0.030, it's over. Looking toward October 6, if it's just empty promises with no substance, the high price will be a sell-off. Don't chase it."The Secret Behind September's Gains: Funds Haven't Left, Sentiment Remains"
September closed with $BTC BTC up 7%, the best September in years. The third quarter was even stronger: BTC +40%+, ETH +70%. The rebound's confidence comes from funds and sentiment.
ETF inflows continued until the end of the month before breaking. On September 30: BTC net outflow of 149 million, ETH net outflow of 60 million, SOL net outflow of 11 million. Monday's inflows cooled by about 80%, but some trading desks still maintained positive inflows. Fear & Greed Index at 72, market cap 2.9–3.0 trillion, market is hot but not panicking.
$SOL opened USD trading, promising $1 billion liquidity; ETH saw staking withdrawals due to the MetaMask incident, with no fund losses. On the macro side, yields remain high, and Friday's employment data is the catalyst. The market watches closing prices, not opening prices.
Summary: The rebound is supported by fund momentum and sentiment, but employment data will determine how far this wave can go. Don't rush to chase, wait for the data to land #9月非农今晚公布，加息预期成焦点 #BTC、ETH现货ETF同步转流出，资金热度降温 #美债收益率频创新高，长期利率压力未缓解 #BTC and ETH spot ETFs simultaneously see outflows, cooling capital heat. After Bitcoin spot ETFs had net inflows of about $3.1 billion for 9 consecutive days, there were net outflows of about $173 million for two consecutive days starting September 30; Ethereum spot ETFs had net outflows for 3 consecutive days, with $55.4 million outflow on October 1. BTC and ETH shifted from divergence to synchronized outflows, with Coinbase showing BTC profit-taking rising to a yearly high. Capital cooling may suppress rebounds; watch support at 2673 and previous high at 2722. ETH was still below 2721 yesterday, but today it shot straight up to 2778.
Yesterday's low was 2668, the high touched 2721 but didn't break through, closing at 2682. Today it opened at 2682, reached a high of 2778, a low of 2676, and the current price is about 2748. Volume slightly contracted.
The resistance right now is at 2778 above. If it breaks below 2682, it’s likely to first see 2676, and then further down to 2668.
In the short term, watch if it can hold around 2748. If it can't hold, treat it as a pullback after a breakout and don't chase at this price. For those already holding, watch if 2682 can hold as support; if it can't, consider reducing your position. $ETH Can NEAR and ENA enter the market now?
Answer and opinion: No. At least not now.
Reason: The adjustment period is too short,
especially for NEAR. Yesterday's report of a theft, although fully compensated, is still an extremely awkward decision. This decision was announced at a high point where NEAR surged 3 times, and the 4-hour chart shows a bearish trend. Therefore, a longer consolidation period here is highly likely.
ENA has no negative news, but the adjustment period is also too short, and it has not reached a favorable position to test price support (the first support level is around 0.23).$SOL 120 is not the end point, but a key level to test support. To return to this level, only about a 2% recovery is needed; the challenge is whether it can hold after going up. I will look at it in three steps: closing above on the 1-hour chart, a pullback that doesn't break support, then breaking past the previous high. Weakness in the past week but gains in the past month indicate coexistence of short-term weakness and long-term strength. Don't assume monthly strength means there is buying on every pullback; levels need to be updated according to actual highs and lows.
$ETH Around 2700, watch for retention after a breakout. If it closes above this level for consecutive 1-hour periods and pullbacks become shallower, it's more reliable than a single strong bullish candle. If volume increases but price stalls, it indicates selling pressure above. Wait for the close first, then watch for continuation; don't rush to define a breakout.
$OKB The key is volume and price moving in the same direction. Volume expansion on the rise and volume contraction on pullbacks, with previous lows holding, allow continued tracking; if a high-volume bearish candle engulfs multiple bullish candles, the continuation logic must be downgraded. Use the 1-hour chart consistently; don't mistake 5-minute pulses for 4-hour strength shifts. Technical analysis is about identifying which step fails, not labeling volatility. #9月非农今晚公布，加息预期成焦点 #BTC、ETH现货ETF同步转流出，资金热度降温 #美债收益率频创新高，长期利率压力未缓解 Is this damn luck? Or bad luck?
$ETH almost blew up, they said
Maybe it was just 1 point away from stop loss, but it kept me alive
Now the floating loss is still -104.82%, still unbearable,
but at least I didn't get liquidated, many people think surviving is a victory.
But only those who have truly experienced this extreme short squeeze know that this "almost died" survival
is actually more torturous than a direct liquidation.
Liquidation is over and done with, a quick death
But being 2 points away from liquidation and still surviving
is like the market lightly slashing your neck with a dull knife,
breaking the skin, blood flowing, then telling you: "Not killing you today, leaving you to slowly play."
My margin is only a bit over 230 now, position is 3 ETH
Tonight when the US stock market opens, as long as it pokes up a little
I could still go to zero at any time.BTC was still below 84491 yesterday, but today this spike directly pierced up to 86914.
Yesterday's low was 83168, the high touched 84491 but didn't break through, closing at 84167. Today opened at 84168, the high reached 86914, the low was 84058, and the current price is about 86411. Volume has increased.
86914 above is the immediate resistance. If it breaks below 84168, it’s likely to first see 84058, then down to 83168.
In the short term, watch if 86400 can hold. If it can't hold, treat it as a pullback after a breakout and don't chase the current price. For those already holding, watch if 84168 can support; if it can't, consider reducing your position. $BTC What the crypto community truly fears has never been strict regulation, but rather "Schrödinger's regulation"—you never know if you'll be classified the next second.
SEC Chairman Paul Atkins recently stated: even if the CLARITY Act stalls in Congress, the SEC will not just wait passively but will proactively advance the clarification of on-chain fundraising rules. In other words: project teams no longer have to guess whether their tokens are securities or commodities while anxiously awaiting subpoenas.
Previously, the SEC proposed a preliminary framework for crypto fundraising, covering certain token issuance exemptions, disclosure obligations, and safe harbor mechanisms, allowing compliant projects to raise funds through tokens. Atkins' move effectively bypasses Congressional gridlock, paving the way by riding a shared bike first.
In the medium to long term, this is a solid positive. The clearer the rules, the fewer legal frictions there will be in project financing, asset tokenization, and institutional participation, laying the foundation for scaling the U.S. on-chain capital market. But we must be clear: administrative rules have a shorter lifecycle than Congressional legislation and can be overturned or rewritten after elections, so don't expect this news to make the market soar tonight.
For BTC, improved regulatory expectations can support the long-term valuation floor, but the short term still depends on U.S. Treasury yields and geopolitical risk sentiment.
In short: before, it was like crossing a river by feeling for stones, and the stones were sharp; now the SEC is ready to put up signposts. The signs may not be set in stone, but at least capital dares to step forward. $BTC $ETH $ZEC #SEC主席Atkins称将推进链上募资规则明确化 $LINK oracle narrative heats up, how does value transfer to the token?
OKX market data shows LINK has been active in the past 24 hours. Cross-chain data and asset on-chain expansion have broadened the potential use cases for oracles, but there is still a step to verify between product adoption and sustained demand for the token.
If partnership announcements increase but actual paid usage does not grow, I will lower my expectations for the speed of narrative realization. $SAND Many people only see SAND's 46% surge and simply attribute the rise to the removal of risk warnings by the Korean exchange. But behind this is a rapid increase in contract open interest (OI), with concentrated short liquidations pushing the price higher.
The positive news is real, but in the short term, it is a combination of news and short squeeze resonance, not a fundamental change. After the Korean news is implemented, beware of profit-taking, as chasing the price higher carries great risk.
Trend Analysis
Short term: News stimulus plus short squeeze leads to a pulse-like rally, which is an emotion-driven market and tends to fall back after the positive news is realized;
Medium to long term: The fundamentals of the Sandbox metaverse have not materially improved. This rise is event-driven speculation and it is difficult to sustain a prolonged bull market.Term Structure Radar
$SOL annualized near-term is relatively high, with a negative buy near sell far gross spread: near/far annualized basis +2.9%/+1.27%, buy near sell far quoted gross spread -0.82% (excluding costs). The near-far premium on the mark price has been offset by the actual quotes, and the annualized difference has not translated into a positive price spread for this set of quotes.Empty! Behind the $CT new coin frenzy lies a hidden risk, with whales ready to "dump for profit" at any time!
"Don't be fooled by short-term surges; the risk of a pullback after chasing highs cannot be ignored!" After the short-term spike of the new coin $CT, data has already shown extremely unhealthy signals!
💥 Two major realities retail investors must see clearly:
1. 🛑 Bullish profit dumping looming: All 58 bullish whales are making money (average price 0.5085). Once the main players start taking profits in batches, the price will quickly pull back like a ladder being pulled away.
2. ⚠️ Bearish trapped momentum buildup: 28 bearish whales are trapped at an average price of 0.4836. Once the price breaks key levels, the combined force of profit-taking and bearish dumping will accelerate.
💡 Trading advice:
Keep a close eye on the attack level at 0.595 and the defense level at 0.472. Avoid blindly chasing longs, and contract traders must strictly control position size and stop losses! You're still waiting for SanDisk to rebound, while the CEO has already cashed out 104 million.
He sold at 1574 and 1527. You bought at 1800.
No need for me to say who understands this company better.
Last week, SanDisk failed in its fourth attempt to break 1908, closing three consecutive bearish daily candles. All moving averages are pressing down from above, and the MACD green bars are still expanding.
The 1800 round number has been tested three times from above and fallen back three times. If it can't hold above on the fourth try, the direction is clear.
But what really made me open a short at 1887.5 wasn't the candlestick.
It was a sentence from SanDisk's own financial report. Consumer revenue in Q4 dropped 32% quarter-over-quarter and 5% year-over-year.
Management admitted on the conference call that the PC and smartphone markets won't recover growth until 2027.
A company built on consumer-grade storage is seeing its main business shrink, propped up only by data centers.
But AI is not yet the main driver of edge storage demand; growth there simply can't fill the gap left by consumer business.
The industry situation is even more troublesome. The NAND sector has historically seen every boom accompanied by crazy capacity expansions, ending in oversupply and price crashes. SanDisk's own guidance hints that gross margins will revert from current peaks to about 80% normal levels in fiscal years 2028-2030.
Even the company knows the current windfall profits are unsustainable.
The CEO is running, the core business is shrinking, and the cycle is peaking.
I entered the short at 1887.5 with 10x full position, currently up 46%. I'm not bragging. I want to remind you—when everyone is waiting for a rebound, you need to watch who is running.
$BTC $ETH $SNDK
#美债收益率频创新高，长期利率压力未缓解 Brent crude touched 100 today but didn't hold and fell back down.
Oil prices have been erratic all day. A couple of days ago, four positive factors pushed it down from 100 to 89. Last night, the US submitted a counterproposal, which Iran rejected, pulling oil prices back to 100. This afternoon, bulls just shouted a charge, but the price wilted again. WTI is now at 92.6.
In three days, the 100 mark has changed hands three times.
Some say oil prices are done because there are too many positives. Others say it's just the beginning, as the Middle East conflict hasn't cooled down. My view is that both sides are half right. The positives are real: Saudi pipelines are open, and the IEA plans to release reserves. The risks are real too: the differences between Iran and the US remain, and Trump said there might be more bombings after the midterm elections. Neither side can knock the other out with one punch, so it's just a tug-of-war around 100.
In this tug-of-war, external forces are the biggest concern.
At 8:30 tonight, there will be an external force: the Nonfarm Payrolls. If the data is strong, it will support the inflation narrative, giving bulls a story to tell. If the data is weak, easing interest rates, no one will care if oil rises or not.
So tonight, don't just watch the Nonfarm Payrolls; keep an eye on oil too. One controls inflation, the other controls interest rates. Tonight, whoever wins, listen to them.
What do you think? Can the bulls hold the 100 mark this week?
#美伊升级风险再升，布油重回100美元 $CL $BTC $ETH $USDT will be issued on the $BTC network!
On October 2nd, the Utexo project supported by Tether will issue USDT on the Bitcoin network this month. Utexo co-founder Viktor Ihnatiuk stated that the company has obtained a commercial license to issue USDT on Bitcoin and plans to provide APIs, SDKs, and cloud infrastructure for exchanges, wallets, and payment service providers.
Utexo will be based on the RGB protocol and Bitcoin UTXO model, keeping most transaction data off-chain, focusing on three types of applications: USDT privacy transfers, native BTC and USDT direct exchanges, and using native BTC for collateralized lending without wrapping BTC onto other blockchains. USDT was first issued on the Bitcoin network in 2014 via the Omni protocol, with Ethereum and Tron gradually becoming the main circulating networks afterward. Utexo also plans to expand to the Lightning Network after USDT goes live on the Bitcoin network.Exchanging DOGE for BTC does not necessarily require an exchange. Atomic swaps provide an on-chain path: two transactions are bound by a hash lock to the same secret value, then a time lock sets the fulfillment deadline—either both parties complete the exchange within the window, or the funds are returned to the original address, leaving no room for "sending coins first and then disappearing." The entire process is non-custodial, and counterparty risk is replaced by script rules; this is the practical meaning of "trustless."
DOGE can run this mechanism because of its technical lineage. As a fork of BTC's code, DOGE retains the native scripting system and possesses the basic operations required by HTLC—signature verification, hash preimage validation, and block height checking. Decentralized exchange is not an add-on for DOGE; it is a built-in capability at the foundational level.
But the boundaries must also be clear. Atomic swaps require script compatibility and identical hash algorithms between the two chains, so practical scenarios mostly focus on $DOGE and BTC, LTC, and other isomorphic chains; matchmaking, quoting, and liquidity organization are still missing, and the operational threshold prevents ordinary users from participating. It is more like a technical foundation: proving that DOGE holds the minimal trust unit for cross-chain collaboration, but to grow into a usable exchange network, wallets and protocol layers need to package these scripts into understandable and clickable products.Watching the market less might be the most cost-effective move for retail investors.
Hundreds of directions can emerge in the square in a single day, most are just traffic-grabbing trade calls without any real live trading behind them.
The real value has never been a specific price point, but independent judgment and risk control. Any viewpoint should only be taken as a reference; you are responsible for your own decisions: trade calls without logic aren’t worth following even if they happen to be right; logical analysis can teach you something even if it’s wrong.
Relying on others to lead trades in contracts and altcoins makes it very hard to profit long-term. Even the best traders have days when they go bankrupt due to wrong directions. Surviving longer is far more important than making a big profit once.
Control risk first, lose less money, and only then will you have a chance to survive.
$BTC🔥BTC × NFP — LATEST
₿ BTC is around$86.5K, up ~3% today as traders wait for the September jobs report.
□□NFP expected: +90K
August:+162K
➡️ That’s a44.4% slowdown.
📊 Unemployment:4.1% expected
💵 Wage growth: ~3.2% YoYexpected.
🔥>90K + hot wages→ yields/DXY could rise → BTC pressure
🚀<90K + soft wages→ rate-hike bets could fall → BTC liquidity relief
⚠️ BTC already struggled to hold above $85K when Treasury yields stayed near5.3%. #USJobsDataToday $BTC 100x leverage loses 60%, with a drop of less than 1%
$BTC opened long at 84000, and after two hours it dropped by seven or eight hundred dollars.
A drop of less than 1%, one position lost 71%, another lost 60%.
How is this calculated:
Leverage is borrowed money.
100x means if the price moves 1%, the principal moves 100%.
A 0.9% drop basically wipes out the principal.
Common misunderstanding:
Losing 60% is not because the direction was wrong.
It's because the position size was too large, and a slight price movement forced liquidation.
The $ETH position was even shorter, from 2693 to 2678.
15 points, less than an hour, the principal lost 60%.
Leverage amplifies volatility, not judgment.
People who get out with less than a 1% drop don't have a problem with wrong direction.
#BTC、ETH现货ETF同步转流出，资金热度降温
#Strategy再购BTC，多家财库同步增持 $BTC $ETH Someone asked: After a liquidation from trading, I really feel mentally and physically exhausted. I have no interest in anything. How should I adjust myself?
Xiao Ma wants to say that after liquidation, feeling drained both physically and mentally and lacking energy for anything, don’t just think that enduring it will improve your mindset.
Time won’t erase your account losses, nor will it heal your wounded mentality. Constant regret only wastes your energy.
Don’t get stuck in the emotions of loss. Step away from the market appropriately, let go of obsession, and don’t let a single trade trap your entire life.
Currently, Xiao Ma’s profit and loss status: $BTC long: entry at 84013.3, unrealized profit +514.44U; $ETH long: entry at 2695.88, unrealized profit +509.54U
First, focus on tonight’s non-farm payroll situation. Those who haven’t entered the market, like Hakimi, should avoid blind operations.
⚠️Leverage risk is extremely high, market spikes and reversals happen quickly, unrealized profits are not realized gains, risk control must be well managed. This is only Xiao Ma’s personal operation sharing and does not constitute trading advice.
#9月非农今晚公布，加息预期成焦点
#BTC、ETH现货ETF同步转流出，资金热度降温
#美债收益率频创新高，长期利率压力未缓解 On October 1, the attacker exploited an interaction flaw between Omni's deposit and withdrawal infrastructure and the NEAR Intents contract, withdrawing approximately $3.8 million from the HOT Bridge treasury on BSC. The abnormal transfers began on the night of September 30 and were completed in five transactions over about six hours, with the largest single transaction around $1.5 million. After the security layer SHIELD detected the anomalous behavior, services were suspended, and the contract was patched within about an hour, restoring core exchanges; deposits and withdrawals on 11 chains including BSC, Polygon, TON, Optimism, Avalanche, etc., remained suspended for about 12 hours. The vulnerability was in the deposit and withdrawal permission verification, not in the NEAR consensus layer! The destination of the stolen funds has been identified, leaving a very narrow window for recovery. On-chain data shows the funds were first converted to BNB and dispersed; ZachXBT tracked the flow into KuCoin, then bridged to Bitcoin; Bitquery's analysis shows about 76% has been converted into Bitcoin across 4 wallets, about 21% reached KuCoin, and some were exchanged using NEAR Intents itself. On October 2, Intents General Manager Alex Shevchenko stated the perpetrator has been identified and provided three refund addresses for BTC, EVM, and Solana, with a deadline of October 4. At the time of the statement, these three addresses were empty. The only funds that can be frozen are those still held at K Nonfarm Night: The Real Starting Gun at 20:30
PCE and the small nonfarm are just warm-ups; tonight at 20:30 Beijing time, the September nonfarm payrolls are the referee the market is waiting for. If the data beats expectations, the dollar and U.S. Treasury yields may surge, putting pressure on risk assets, with BTC taking the lead; if weaker than expected, rate hike bets cool down, the dollar retreats, and crypto may first see a rebound.
The market has already entered a "quiet period" in advance. $BTC is oscillating between 82,000 and 85,000, with resistance between 85,000 and 87,000 being significant, and support between 81,000 and 83,000 holding. $ETH lacks independent logic, following BTC around 2650–2750. SOL is relatively active, trading between 118 and 123, testing resistance at 123–126, with 116–120 as short-term defense.
Funds are all waiting for the nonfarm data; volume is shrinking, volatility is contracting, and it is unlikely to see a major trend before the data release. The real direction will be clear only after the numbers are announced. Don't go heavy before the gunshot; when volatility expands, staying alive is more important than guessing right.
#9月非农今晚公布，加息预期成焦点
#美债收益率频创新高，长期利率压力未缓解 #美伊升级风险再升，布油重回100美元 Tonight's non-farm payrolls, what I care most about are BTC and tech stocks.
Non-farm payrolls are the real highlight of this week, everyone is very concerned. The market currently expects about 90,000 new jobs added in the US for September, with the unemployment rate holding at 4.1%, while August added 162,000.
The announcement will be made at 20:30 Beijing time.
If non-farm payrolls are significantly below 90,000:
Employment cools down, if US Treasury yields and the dollar fall accordingly, risk assets like BTC and the Nasdaq will actually feel better.
$BTC has already touched around 86,000 again, in this case, let's see if it can continue to push towards 87,000 to 88,000.
If non-farm payrolls explode again:
The market will have to reprice the possibility that the Fed could be even more hawkish, US Treasury yields may continue to rise. Tech stocks, especially high-valuation AI stocks, will face more pressure, and BTC is also likely to take a hit first. Currently, the 10-year US Treasury yield is still above 5%, which is already enough to pressure risk assets.
The data is just the first shot; what ultimately decides the direction of BTC and US stocks is where US Treasury yields move after the data is released.#SEC Chairman Atkins says will advance clarification of on-chain fundraising rules
The boss has something to say
SEC Chairman Atkins has spoken out again. With Congress legislation stalled, the SEC is using its existing authority to advance rule clarification.
Besides the previously mentioned Regulation Crypto Assets, there is a new move. On October 1, the SEC released a new custody framework allowing investment advisors and funds to self-custody crypto assets under certain conditions, including state-chartered trust companies as a compliance option.
I believe this marks a shift in regulation from blocking to facilitating. Since Congress can't push legislation forward, the SEC is filling the gap with administrative rules, streamlining the paths for fundraising, trading, and custody one by one. Bitwise CIO is right; legislative obstacles might actually accelerate some regulatory reforms.
This is a medium-term positive for the market but does not constitute buying pressure in the short term. Increased regulatory certainty will encourage institutions to enter, which is a slow-moving factor.
I took profits on my long BTC positions at 82,800 twice and 83,000 once, now fully out of the market. Tonight's nonfarm payrolls are key. ADP employment came in at 90,000, higher than expected; if nonfarm is also strong, rate hike expectations will rise, putting pressure on BTC. If it weakens, the probability of no rate change in October is higher.
Long-term US Treasury yields remain above 5.6%, so macro pressure persists. I won't bet on direction before the nonfarm data; will wait for the data to settle before positioning.
No chasing highs or selling lows, waiting for signals. $BTC $ETH $ZEC
The above analysis is time-sensitive; always set stop losses on your trades. Good luck.最近市场开始密切关注Anthropic的上市计划。 据最新报道，Anthropic计划在11月中旬左右启动IPO路演，并争取在感恩节前完成上市。市场讨论的潜在估值甚至超过 2万亿美元，募资规模最高可能达到 1000亿美元。(Barron’s) 但更值得注意的是它的财务数据： 📊 2025年营收：约46亿美元 📉 2025年净亏损：约420亿美元 💻 计算与基础设施支出：约73.3亿美元 🏗️ 未来云计算及基础设施相关承诺：约5180亿美元 (Reuters) 当然，420亿美元的净亏损并不全部代表实际现金烧损，其中约340亿美元与融资工具公允价值调整有关，因此不能简单理解成“公司一年烧掉420亿美元现金”。(Quartz) 那么问题来了： 🔥 如果一个潜在 2万亿美元级别的AI IPO进入市场，短期会不会吸引大量资金重新配置？ 对于BTC来说，重点可能不只是IPO本身，而是它会不会进一步强化市场对AI、算力、基础设施和科技资产的资金关注。 如果未来AI资本开支继续扩大，算力基础设施的重要性也会持续提升；而BTC最终会如何受到影响，则仍取决于整体流动性、利率、风险偏好以及资金配As long as the US dollar does not peak, risk assets will find it difficult to truly relax.
Michael Hartnett, a strategist at Bank of America, believes that before the US dollar peaks and US Treasury yields retreat from their highs, investors may continue to deleverage and avoid high-risk trades.
There are already some signals in the market:
The US dollar index has risen 3% from its September low;
Investors are increasing cash holdings;
Small-cap stocks and bank stocks are starting to come under pressure;
US Treasury yields remain high.
The transmission logic is clear:
Dollar strength → liquidity tightening → rising US Treasury yields → increased funding costs → declining risk appetite → pressure on BTC and high Beta assets.
Hartnett suggests starting to increase bond holdings, while warning that if small-cap and bank stocks continue to fall, it indicates that the market's optimistic expectations for economic growth may be weakening, which will eventually transmit to tech stocks.
For BTC, ETF inflows are certainly important, but if the dollar continues to strengthen and US Treasury yields do not fall, risk appetite will still struggle to sustain recovery.
The focus going forward is on three variables:
Whether the US dollar index can peak;
Whether the 10-year US Treasury yield can retreat from its highs;
Whether BTC's rise can be accompanied by sustained ETF inflows.
Only when the dollar and yields fall simultaneously will BTC find it easier to sustain a lasting rally.
If only BTC rises but the dollar and US Treasury yields continue to strengthen, beware of a sharp pullback after the rally.
The real turning point now may not be in BTC itself, but in the dollar and US Treasuries.#9月非农今晚公布，加息预期成焦点
Macroeconomic headwinds persist, crypto world stands on its own
The 30-year US Treasury yield has surpassed 5.6%, the first time since 2002. Across the ocean, Micron's earnings report is about to be unveiled; whether the AI storage narrative can sustain itself hinges on this. The US and Iran are at the negotiation table, but the gap in their cards is huge, making a deal unlikely.
BTC: 85,000 is a line that must be defended. Current price 83,074. After touching 86,000 yesterday, it didn't continue to surge but chose to hold ground at a high level; the 80,000 mark has shifted from resistance to foundation. The logic is clear now—85,000 is the defense line, 87,000 is the threshold. If it breaks above 87,000, 88,000 to 90,000 can be expected; if it can't hold 85,000, don't rush to buy, 83,000 is the next buying zone. Interest rate cut expectations change daily, ETF funds flow in and out.
ETH: Reluctance to sell is a double-edged sword
2,660, much firmer than before. 2,700 is a short-term level to watch closely. A 35% staking lock-up rate does provide support; holders are reluctant to sell, so prices are naturally pushed up. But the problem lies here—without continuous ETF buying, the gains supported solely by locked-up tokens lack solid foundation.
A few honest words
Three coins, three temperaments: BTC seeks stability, ETH relies on reluctant selling to hold up, ZEC is in a short squeeze. But the overall network leverage is high, with little room for error, and liquidity is thin over the weekend. Operationally, focus on light spot positions; don't even think about 50x leverage contracts. Use stop-losses when needed; holding losing positions has no way out. Conclusion first: Today the metaverse sector collectively woke up — $SAND surged 43% in 24h, $MANA followed with a 15% rise, and it wasn't a slow rebound but a volume breakout.
Looking at the data: SAND hovered around 0.043 from 09-29 to the morning of 10-02 for three days. At noon on 10-02, the 4H candle jumped directly from 0.044 to 0.059, with trading volume soaring from 1 million to 55.5 million — a 55-fold increase. The next 4H candle continued to rise to 0.062, with a 24h high reaching 0.0637.
The key is the funding rate is only -0.01%, meaning shorts are paying, indicating spot buying pressure is pushing the price, not a fake rally driven by long leverage. Plus, MANA rose 15% the same day (volume 7 million), with both metaverse flagships increasing volume in the same direction — this shows capital rotation within the sector.
My judgment: After three days of sideways movement, a sudden 55-fold volume surge likely indicates an event-driven catalyst (project news or high-level sector capital rotation), but the catalyst needs volume and price confirmation over the next two to three days. For those previously out or lightly positioned in metaverse, this volume-price ratio is worth reevaluating your sector allocation.
This is not investment advice. Have you been watching the metaverse sector recently? $SAND $MANACelestia TIA rose about 7.4% in one day to around 0.46, the official just showed Fibre running at 3.07 Tb/s, I won’t chase for now.
Noticed: OKX daily K-line opened around 0.429, high about 0.473, low about 0.421, currently about 0.461, up about 7.4% relative to yesterday’s close at about 0.429, touched the high point intraday.
Official blog on 10/1 wrote: Fibre across 120 validators achieved an end-to-end average throughput of 3.07 Tb/s, best reached 4.27 Tb/s in 30 seconds, compared to Visa’s annual transaction volume being processed in just over two minutes.
But the test used super large blobs, 1-second block times and other experimental parameters; the mainnet will scale capacity according to early demand, it’s not that 3 Tb/s is already running money now.
Simply put: this is a "lab throughput milestone" driving the emotional spike, not revenue or real mainnet throughput doubling overnight.
I think short-term one shouldn’t treat benchmark tests as cashing in; the high of about 0.473 has fallen back to about 0.46, the narrative is strong but the price has already reflected part of it.
My approach: just observe, don’t chase, don’t buy at the emotional peak.
If invalidated, watch for a break below today’s low of about 0.421 to continue down, or wait to firmly hold above about 0.473 before considering chasing.
Are you waiting for mainnet capacity to land before acting, or do you think the 3 Tb/s narrative is strong enough to get on board directly?
$TIA $BTC $ETH
#September non-farm payrolls announced tonight, rate hike expectations become the focus #BTC, ETH spot ETFs simultaneously see outflows, capital heat cools down