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Team extends lock-up of 44% tokens and ComFi launches, 0G surges 19.13% in a single day reaching $0.3431
0G surged 19.13% in a single day with increased volume, touching $0.3431. The annualized contract fee rate on OKX is only 5.5%. Those holding positions should watch the turnover at $0.3431. The total daily trading volume reached 24.73 million USDT, ranking second on the altcoin volatility list.
I reviewed 0G's official announcements this afternoon. The 44% token share held by the team and early investors, originally scheduled to unlock on October 22, 2026, has been postponed by a full year to October 22, 2027, when monthly releases will begin. This effectively holds back nearly half of the total supply pressure in the short term. Yesterday, they also launched the first computing power financial product, Infinite AI, where staking 0G can be exchanged for AI computing power quotas.
I checked the data on the OKX contract page. The total open interest for altcoin contracts stands at $3.025 billion, with the network fear and greed index at 71. The 0G-USDT perpetual fee rate is only 0.0050%, which annualizes to about 5.5%. Long positions have a very low cost basis, and there is no sign of concentrated funds opening high-leverage long positions.
I personally added 0G-USDT perpetual to my watchlist this afternoon. The one-year lock-up extension has removed large selling pressure, and the single-day increase reached 19.13% This tower at the 87% position has no added dampers; the 1.97% intraday amplitude is a sign of swaying in the wind tunnel.
$JITOSOL current price $97.02, daily line only rose 1.97%, short-term RSI has topped at 66.4, long-term still hovering at the neutral line of 50.4 — this is not a structurally healthy twin-tower linkage, but the upper decorative framework running ahead while the foundation concrete is still curing. Even more glaring is the short-term Bollinger Bands reading: the price is already standing at the 87% high of the channel, with only 0.2% margin left to the upper band, but 1.4% buffer to the lower band. What does this mean? There is almost no structural redundancy upwards, and the downward settlement space is seven times that of the upward. No matter how beautiful the blueprint is drawn, it cannot make the load-bearing wall hang in the air.
The first lesson in architectural design: when a component’s stress concentrates on the upper edge of the channel, but the underlying foundation data (long-term RSI only 50.4) does not support it at all, it means this is not the main structure pulling up, but the curtain wall self-exciting. I see this shape too often when reviewing drawings — flashy on the outside, nodes not properly done, the first to crack when the wind blows.
The plan is to short the position **empty** on the false rebound beam, not to chase short at the current price:
📉 Short:
Entry: $98.38 (current price +1.4%)
Take Profit 1: $94.55 (-2.5%)
Take Profit 2: $94.03 (-3.1%)
Stop Loss: $108.25 (+11.6%)
The entry is placed 1.4% above the current price because the short-term Bollinger upper band only has 0.2% space left, so it will most likely touch the old high of 98.38 before pulling back — that is my short entry point, not a breakout confirmation. The two take profits correspond to -2.5% and -3.1%, landing just above the mid-term Bollinger lower band support zone between 3.2% and 2.9%, which is the truly load-bearing ground beam of this area. The stop loss is set at +11.6% at 108.25 because if the price really overturns this stress model by that magnitude, it means I misread the underlying floor height and the entire floor must be torn down and redrawn.
The risk-reward ratio here is real: using an 11.6% tolerance to exchange for a 2.5% to 3.1% certain pullback, the position must be held firmly because this is not the main upward phase.
What really determines whether a building can stand for fifty years is never the facade rendering, but whether anyone cut corners during the pouring. #strategyplaybookShort-term bearish on the crypto market, the reason being insufficient incremental funds entering. BTC is at 8.5, ETH above 2750, with weak willingness to absorb funds. It needs to clear floating chips downward to free up funds. After tonight's data release, it will most likely first fake a breakout upward, then reverse back. Look for opportunities to go long this afternoon $ETH $BTC At that moment on the market, sell orders slammed down, but BTC didn't continue to slide, and ETH and SOL also stabilized accordingly. I stared at the candlestick chart in disbelief for two seconds. Is that "can't be moved no matter how much it's slammed" feeling back again? Originally, I thought it would continue to plunge deeper amid panic, but the key support was repeatedly tested and just didn't break. The buying pressure isn't strong, but it's very patient in absorbing the selling pressure, which keeps coming but with diminishing effect. At times like this, the biggest fear is having only one thought in your mind: it's already dropped so much, it must drop further. But the market stubbornly doesn't follow emotions. Lately, I've been paying more attention to the cross-market line. U.S. Treasury yields surged to the highest level since 2007, and gold dropped over 3% in a single day, indicating that capital is repricing the "higher interest rates lasting longer" scenario. Logically, this environment is unfavorable for risk assets; BTC and ETH should have crashed along with it, but they haven't. This itself is a signal: either the selling pressure is truly exhausted, or someone is betting early on the next narrative, such as if the nonfarm payrolls and PCE data show signs of cooling, risk appetite will recover ahead of the data. The bullish path is clear: support holds multiple times without breaking, selling momentum weakens, and as long as a volume-backed confirming bullish candle closes, high-beta assets like ETH and SOL will outperform BTC, and altcoin sentiment will shift from hesitation back to FOMO. But the risk hasn't disappeared. If nonfarm payrolls or PCE unexpectedly heat up, and U.S. Treasury yields push higher again, this current "can't fall" state is likely just a temporary balance; once broken, the catch-up drop will be sharper than expected. Another overlooked point is that volume hasn't truly expanded yet; the current resistance to falling feels more like probing rather than a full-scale rally.US Treasury yields have risen again! The interest on US dollar safe deposits is increasing, and global funds are likely to flow back into US Treasuries, withdrawing from risk assets!!
For A-shares: short-term sentiment disturbance, foreign capital is prone to outflow, high valuation tech growth faces greater pressure, combined with the National Day long holiday, overseas uncertainties increase, and risk aversion rises!
For crypto: considered a high-leverage risk asset, more affected by US Treasuries, liquidity tightening, altcoin markets are more easily suppressed. Although the current altcoin season index 62 is in a transition period, the rise in US Treasuries may hinder the full arrival of the altcoin season!! The new SPR exchange is less about a simple supply signal than about time-shifting barrels: crude arrives for November and December, then returns later with an added volume.
That can ease a near-term squeeze, but it also moves part of the market's burden forward. Coordinated reserves may calm pressure; they do not erase it.
#US40MSPROilSwap BTC dormant for 15 years suddenly woke up! $3 cost, now turned into $1.7 million! A Bitcoin wallet that had been dormant for over 15 years since May 2011 suddenly showed activity on September 29, with two transactions transferring out 20.43 BTC, valued at about $1.7 million at the time.
The most astonishing part is the cost.
Galaxy Research estimates that the cost of this batch of BTC back then was only about $3 to $4 each, meaning that over 15 years, the paper profit of this fund has reached hundreds of thousands of times, with one transaction of 10.33 BTC yielding a return of over 2.19 million percent.
This is the most remarkable wealth effect of Bitcoin: BTC bought for a few dollars in the early days has now become an asset worth tens of thousands of dollars each.
But I wouldn’t directly interpret the movement of these 20.43 BTC as "ancient whales about to dump."
Currently, Galaxy has not disclosed the identities of the sender and receiver, and on-chain transfers do not equal immediate selling.
What’s really worth watching is the subsequent path:
If BTC enters exchanges → potential selling pressure increases;
If it’s just transferred to a new self-custody address → more likely wallet migration or asset management;
If more ancient BTC continue to awaken → the market needs to be more alert to long-term holders taking profits.
The movement of 20.43 BTC itself won’t change the market, but the signal that "ancient chips are starting to move" is worth monitoring.
After all, what’s most worth observing in BTC now is not just whether new funds are entering,The most ironic part of this round of $ZEC sharp decline is: the force that previously drove the price surge later became the source of pressure during the drop. 📌 Looking back at the previous market cycle Market data previously showed that ZEC gathered a large amount of short liquidation liquidity around $1,500, reaching about $17 million, significantly higher than several surrounding price zones. When the price broke through this level upwards, a large number of shorts were forced to close positions, triggering a chain of buy orders that pushed ZEC rapidly from around $1,350 to about $1,580. This is a typical short squeeze scenario. But here’s the problem— After the shorts were liquidated, the original “short liquidation wall” was no longer the main fuel. Subsequently, ZEC failed to break above $1,600 and fell back below $1,500, and the funds that chased the rally and used leverage to go long started facing pressure. So the logic reversed: Previously, shorts were forced to buy → pushing prices up ⬇️ Now, longs are stopping losses/liquidating → accelerating the decline 📊 Even more noteworthy is the change in positions Some market data shows that ZEC contract open interest dropped about 12% within 24 hours. This means the current market is more like experiencing a retreat of leveraged funds and position clearing, rather than a frenzy of new shorts entering. In other words, what really needs attention now is not "who is still shorting," but: 👉 Will leverage continue to decline? 👉 Can $1,500 be firmly held again? 👉 $1,600"Don't let $BTC set the price for all coins"
Bitcoin's upward momentum is starting to slow, with less strength than before. But Solana, after a rapid surge, has not significantly retraced and remains steady around $120. This divergence carries more information than just a simple rise or fall.
In the past, $BTC was often the market's conductor; now, some assets are moving to their own independent rhythm. Therefore, you can't mechanically apply "BTC weak, altcoins must fall." The market is differentiating, and capital is selectively flowing.
What really matters is relative strength: who resists decline during BTC's fluctuations, who recovers first after a pullback, and whose volume-price structure remains healthy. $SOL holding key levels at least indicates it hasn't weakened alongside BTC for now.
This doesn't mean bullishness, but rather a reminder: don't erase an individual asset's resilience based on a single candlestick from the leader. The market is complex; strength and weakness must be viewed separately.
#10月加息预期回落，今晚PCE成关键
#美债30年期收益率突破5.6%，创2002年来新高 US-Iran talks resume, nuclear and sanctions become deadlock
US and Iran are back at the negotiation table, but the focus has shifted. Previously, the dispute was about whether to open the Strait of Hormuz; now it has escalated to nuclear issues and sanctions—the US demands Iran completely abandon its nuclear program, while Iran wants the US to fully lift sanctions. One says pay in full first, the other says let me take a ride first; they simply can't reach an agreement.
What impact on the market? BTC is stuck between 83,000 and 85,000, unable to rise or fall, pinned down by these macro uncertainties. But from another perspective: the harsher the US sanctions, the more Iran has to rely on cryptocurrencies for foreign trade settlements. Iran's central bank has already allowed settlements using BTC and USDT, which is a long-term positive for Bitcoin's censorship resistance, though it won't show up on tonight's candlestick chart.
Strategy: Don't rush to bet on direction. 85,300 above is the wall of sighs; 83,000 below is the lifeline. This week also has Nonfarm Payrolls and PCE data; keep your hands off before the data drops. Light long positions on a pullback near 83,000 with stop loss at 82,500, target 84,500. If it rebounds to 85,000 without volume, lightly short with stop loss at 85,500, target 83,500. These are all very reasonable trades! Got it? 😏
$ETH $BTC $ZEC #美伊继续谈判，核问题与制裁成新焦点 Gold just touched $4,200, while the coins I’m holding are still barely moving. 😅
Seeing that number didn’t really surprise me—it felt familiar.
This is how the rotation often plays out: safe-haven assets move first, and only later does capital start flowing toward riskier assets once confidence builds.
A 0.44% move may not look impressive on its own, but $4,200 is a major psychological milestone.
Sometimes, the level itself matters more than the percentage move. 👀
#DailyOrbit #财报观察员：Micron earnings report approaching, AI storage demand becomes the focus
Micron will release its earnings report after the market closes tonight, which is even more worth watching than the PCE. This concerns the future momentum of the storage industry.
The company's guidance is revenue around 50 billion ±1 billion, EPS around 31 ±1, and gross margin at 86%. The market expects higher, with revenue between 50.8 to 50.9 billion, EPS 31.5. Last quarter was 41.46 billion, which means a quarter-on-quarter growth of 20.6%. This number is not low, indicating the market has already priced in high expectations.
The key is not how much was earned last quarter, but the guidance ahead. Micron's HBM4 has already been shipped in volume to major customers and certification samples have been sent to multiple end customers. AI data centers continue to drive storage demand. In the earnings report, watch for HBM demand, DRAM and NAND prices, whether the gross margin can hold at 86%, and the supply-demand outlook for the next quarter and fiscal year 2027.
For BTC, the underlying logic is connected. AI computing capital expenditure is the core of this tech cycle, and storage is the bottleneck. If Micron continues to validate strong HBM demand, it means AI infrastructure funding is still burning, the logic of the computing economy remains, and BTC's long-term narrative as the underlying anchor will be reinforced.
Currently, BTC is oscillating around 83,500, with resistance at 85,000 and support at 82,000. Micron's earnings report is another variable this week besides PCE and non-farm payrolls. Don't heavily bet on direction before the earnings; wait for the results to land and see how the market prices it before deciding whether to enter. $BTC $MU The first spot NEAR ETF in the US has launched. The coin surged from about 1.9 to a high of around 5.55, then pulled back to about 5. Don't treat the listing as a signal to chase the high.
Here's what I saw: Bitwise's NRR started trading on NYSE Arca on 9/29, with a management fee of 0.75%. They also plan to self-stake to earn about 5% rewards. This is the first spot NEAR product in the US.
But on 9/27, it already touched a high of about 5.55 and closed around 5.37; the ETF's low that day was about 4.55, closing near 4.89; today's current price is about 5.08, still not recovered the previous high.
Starting from the August low of about 1.57, it has more than doubled within the month, roughly up over 200%; on 9/28 it first dropped to a low of about 4.70, and on the opening day it did not directly hit a new high.
Simply put: the channel opening is a medium-to-long-term story. Most of the short-term premium has likely been priced in already. The ETF does not mean an immediate further surge, nor should it be seen as a free ticket to jump in.
My view: With the volatility around Nonfarm and PCE this week, and positive news already priced in but prices still soft, I won't treat this as a buy signal and will observe rather than chase the high.
I will just keep observing and firmly not chase this wave of pullback and consolidation; if it fails, watch for a renewed break below today's low of about 4.85, or if it can't bounce past about 5.55 before discussing the rhythm again.
Do you think it needs to first reclaim 5.55 to confirm the ETF's fulfillment, or will you wait for a pullback to 4.85 to buy in?
$NEAR $SOL $APT
#ThisWeekWelcomesNonfarmAndPCEKeyData
#US10YearYieldHitsHighestSince2007,GoldDropsOver3%$DOGE Dogecoin is moving to Solana, with the entire supply migrating over.
Major cross-chain move: Wormhole's Sunrise project natively integrates DOGE into Solana, covering the entire supply of about $35 billion, directly unlocking new DeFi opportunities on Solana.
There's a wall overhead: Around 2.8 billion coins of historically dense trading chips are stacked above 0.098; the surge to 0.105 on 9/21 hit this wall and pulled back.
Mid-sized holders are accumulating: Addresses holding between 10 million and 100 million coins collectively own about 55.45 billion coins; the ETF inflow on 9/21 was $909,000 in a single day, the largest since January this year.
Cross-chain narratives are fresh but need time to materialize, so treat this as a swing trade. Ambush between 0.0905-0.0925, exit if it breaks 0.0878, target 0.103-0.106. I am your uncle! $BTC current price is 83127.9. Metaplanet's independent director has sent a letter to shareholders regarding the dispute over the 10th new stock subscription rights. This listed company, which continuously hoards coins, is experiencing internal conflicts, adding uncertainty to the market.
The 4-hour K-line chart clearly shows that after peaking at 87374.3, the price has been falling steadily. It is now below the short-term moving average, with MACD continuing downward and RSI reaching a low level, indicating that bullish momentum is clearly weakening. The key resistance above is at 85164.6; to regain strength, a volume breakout here is necessary. The main support below is around 82000; if this breaks, the correction space will further expand.
Metaplanet is a well-known Bitcoin hoarding target in the market. Internal equity disputes will affect market expectations for the company's continued coin purchases. Previously, many funds followed this company's hoarding plan to be bullish on BTC, but now with internal disputes, funds will naturally become cautious.
Currently, market volume is insufficient, with bulls and bears tugging back and forth. Don't still indulge in the previous bull market fantasy of a big rise; once positive expectations loosen, profit-taking at high levels can escape at any time. At this stage, don't blindly chase longs; first observe whether support can hold. Market sentiment is often more real than indicators.
This is only market observation and does not constitute investment advice
$BTC
#Metaplanet independent director sent a letter to shareholders regarding the dispute over the 10th new stock subscription rightsThe diplomatic door isn’t closed yet
The U.S. and Iran are back in indirect discussions through Qatari mediators, with a new proposal focused on rebuilding trust, reopening the Strait of Hormuz and eventually returning to broader negotiations.
Personally, I think the most interesting part is that both sides are still exchanging proposals despite months of tension. That doesn’t mean a deal is close, but it tells me neither side has completely given up on diplomacy.
The biggest challenge now seems to be who moves first. Sanctions, the naval blockade, Hormuz and Iran’s nuclear programme are all connected, and agreeing on the order of those steps could be just as difficult as agreeing on the issues themselves.
For markets, I’m watching oil first. Real progress could remove some geopolitical risk premium, while another breakdown could quickly bring supply concerns back.
Talking again is progress.
Compromise is the real test.
#USIranTalksRestart $BTC I casually checked my opening position records and realized today marks the 39th day I've been shorting $ZEC.
There are 51 days left until the originally planned three-month target.
Since this trade has come this far, I'll hold on and see how this patient battle ends.
Currently, $ZEC is priced around 1412, down slightly by 0.33% in the last 24 hours.
After the previous major drop, the market has temporarily entered a low-level consolidation and recovery phase:
RSI6 is back to 46.47, a neutral zone;
MACD green bars have turned red, indicating a slight counterattack by the bulls;
KDJ is trending upward, suggesting some short-term rebound potential.
Key levels to watch closely:
Resistance: 1459–1475
This is the previous rebound high; whether it breaks through will determine the subsequent space.
Support: 1355
This is a critical low point currently; holding here means short-term consolidation and recovery will dominate.
This wave looks more like a rebound after a decline and should not be simply interpreted as a trend reversal.
$ZEC's future performance still heavily depends on $BTC and $ETH. If the overall market continues to strengthen, ZEC's elasticity might be greater; if the market weakens again, a retest near 1355 is not ruled out.
So, the short-term view remains consolidation-focused, no chasing highs, just continue observing.
Additionally, tonight's PCE data is worth attention, as changes in October's rate hike expectations, the US 30-year Treasury yield breaking 5.6%, and progress in US-Iran negotiations could all bring new market volatility.
Day 39, still holding on.
$BTC $ETH $ZEC Tonight, the most dangerous thing might not be guessing the PCE wrong, but that the data release gives you literally no reaction time. $ETH $BTC
#10月加息预期回落，今晚PCE成关键
babala's ETH short position is still open.
Short opened at 2705, half has been taken profit, the remaining half is still held. ETH is now around 2669, about 36 points away from the entry price, and the price is approaching the 24-hour low near 2656.
This is also why I took profit on half first: at 20:30 Beijing time tonight, the US will release August PCE data. This is a key inflation indicator closely watched by the Fed. At the same time, the Q2 GDP final value will be released, and with the BEA annual data update, some historical data may also be revised, so volatility may not revolve around just one number.
Last month, overall PCE and core PCE month-on-month were both 0.2%, year-on-year were 3.7% and 3.3% respectively. What the market is really sensitive to tonight is whether core inflation continues to heat up.
If PCE is higher than expected, concerns about rates staying high or tightening further may intensify. US Treasury yields and the dollar would strengthen, usually suppressing risk assets like ETH. My remaining short position still has room to perform.
But if the data is lower than expected, the market may quickly trade on easing inflation, and ETH is likely to see short covering. Especially now that the price has already fallen back near the intraday low, the biggest risk is "bad data but price doesn’t fall," or a downward sweep followed by a sharp rebound.
So I’m not planning to add to my position before the data tonight.
If 2656 is effectively broken, I’ll let the remaining half run for profit; if ETH climbs back above 2705, it means the downtrend is weakening, and I’ll prioritize protecting existing profits. Around 2723 is the 24-hour open price; above that, I’ll need to reassess this short instead of continuing to fight the market.
Taking profit on half is not cowardice, it’s about regaining control.
Tonight, babala is not betting on the data outcome, just watching which side the price chooses after the data is released.BTC is holding around the $83K area, but the bigger story is happening in the macro market. U.S. Treasury yields have been pushing higher, creating pressure across risk assets. That leaves me with one question: Can BTC absorb macro pressure while maintaining its market structure? I’m watching three things: → Treasury yields → Spot demand → BTC’s ability to defend key levels Because sometimes the strongest signal isn’t what Bitcoin does in isolation. It’s how Bitcoin behaves when the macro enviro#10月加息预期回落，今晚PCE成关键
#10月加息预期回落，今晚PCE成关键
The market's heartbeat will be held tightly by the PCE tonight.
At 20:30 Beijing time on September 30, the US August PCE data will be released. This is the inflation indicator most valued by the Federal Reserve and the "lifeline" deciding whether to raise interest rates in October. Before the data release, expectations are already in chaos: CME FedWatch shows the probability of a 25 basis point rate hike in October, which once approached 70%, has now fallen back to around 50%. A fifty-fifty split means nothing is certain, and anything is possible.
Even more dramatic, the Federal Reserve is already in internal conflict. Governor Barr says inflation risks are still rising and tightening may need to continue; meanwhile, New York Fed President Williams says since the hike just happened in September, there's no rush to act again and they can wait for more data, though there might still be one more hike this year. One calls for action, the other for pause, leaving the market caught in the middle getting slapped from both sides.
Long-term US Treasury yields remain at multi-year highs, indicating the bond market is not convinced at all. BTC rose slightly by 0.05% today, appearing calm but actually the calm before the storm.
If tonight's PCE shows inflation cooling, rate hike expectations will quickly recede, allowing risk assets to breathe; if stubborn inflation persists, an October rate hike is almost certain, and BTC will be the first to take a hit. Then on October 2, the nonfarm payrolls and employment data will deliver another blow. A chain of macroeconomic shocks, one after another.
$ETH $BTC $BTC and $ETH continue to decline, while $PUMP's new positions at high levels may amplify volatility.
According to the current market conditions, $BTC is at $83,113, down 0.96% in 24 hours; $ETH is at $2,669, down 1.66%; $PUMP is at $0.005750, up 13.93%.
BTC perpetual positions increased by 0.6%, but the price fell, and new positions did not drive a rebound. ETH price and positions both dropped by 5.5%; PUMP positions increased by 31.8%, with funds chasing gains at high levels still increasing.
In OKX smart money, BTC and ETH long amounts account for 92.9% and 82.0%, but total positions decreased by about $2.21 million and $6.11 million respectively, indicating declining investment. Only 5 people hold PUMP positions, with short amounts accounting for 57.4%, insufficient to pursue shorts alone.
BTC spot ETF net inflow is about $66.2 million, ETH ETF net outflow about $2.8 million, showing funds favor BTC more. Bullish content for PUMP accounts for 90%, but when the price weakens, high-level longs may exit collectively.
Short-term focus is on BTC first. If the one-hour close is above $83,450 and the pullback does not break below, light long positions can be taken with a stop loss at $82,900 and a target of $84,550.
If BTC closes below $82,850, longs in all three should be cautious; watch $2,656 for ETH and $0.00556 for PUMP, and consider shorts only if these levels break and cannot be recovered. Reduce leverage before the core PCE release.$ETH pumping? Not quite — this is still a relief bounce, not a $3K breakout.
Spot: ~$2,730
$2.60K held. $2.74K tested. $2.77K remains the key barrier.
ETH is still moving with $BTC and the month-end bid.
$3K becomes a stronger narrative only if ETH can close above $2.77K.
🚀 Breakout: $2.77K → $3.00K
⚠️ Rejection: $2.60K → $2.45K
Don’t mistake a move around $2.73K for a confirmed pump.
The real signal comes with a solid close above $2.77K.
#DailyOrbit #US30YYieldBreaks5.6% $NEAR is heating up 🔥
Price: ~$5.05 (+5-7% 24h)
Market Cap: $6.6B
30D: +150%+
Biggest catalyst: Bitwise just launched the first U.S. spot NEAR ETF (NRR) on NYSE Arca with staking rewards ~5%.
Strong AI + cross-chain narrative (NEAR Intents already $30B+ volume). Technical structure still looks solid after the parabolic run.
Key levels:
Support: $4.85
Resistance: $5.15 → $5.50
One of the stronger L1s right now. Watching closely.
#OctoberRateHikeOdds #MicronEarningsAhead #US30YYieldBreaks5.6% Standard Chartered covers ENA for the first time, directly targeting $2! What’s truly worth watching isn’t the “10x,” but the big RWA logic behind it! Geoff Kendrick’s team, head of Standard Chartered Global Digital Assets Research, covers Ethena’s ENA for the first time and predicts it will rise to $2 by the end of 2028.
If this target is met, it means nearly 10 times the current price.
But I think what’s really worth focusing on isn’t the three words “$2,” but why Standard Chartered is starting to reprice ENA.
There are three core lines:
First, USDe.
Ethena’s USDe has become an important yield-bearing stablecoin in the market, with its core model generating returns through asset allocation and hedging strategies.
Second, yield-bearing stablecoins.
If the market share of yield-bearing stablecoins continues to rise from its currently low level in the future, the potential market space for USDe will also be further opened.
Third, and what I consider the most important: RWA.
Standard Chartered expects that by the end of 2028, the on-chain RWA scale could reach $2 trillion, and its broader judgment is that the combined on-chain asset scale of stablecoins and RWA could reach $4 trillion.
This forms a complete transmission chain:
RWA on-chain → increased demand for stablecoin settlement → USDe expansion → Ethena yield growth → enhanced ENA value capture.
But risks cannot be ignored either.
Ethena is recently ending some USDe growth incentives, and the investor ENA unlocking arrangements have also changed,$ETH pump?
Relief, not $3K.
Spot ~$2,730.
$2.60K held. $2.74K tagged. $2.77K still the door.
Following $BTC. Same month-end bid.
$3K talk only after a $2.77K close.
Next: $2.77K → $3.00K.
Fail: $2.60K → $2.45K.
Don’t buy $2.73K calling it a pump.
The pump is the close above $2.77K.$BTC pump?
Not $87K. Month-end bid.
Spot ~$83.5K–$84.3K.
Low $82.8K held. High still $87.4K.
September is still green ~+7%.
That’s the “pump.” Best September in years if the close holds.
Next: $85.2K reclaim → $87.4K → $90K.
Fail: $82.8K then $80K.
Don’t confuse a green month with a new squeeze.
Close above $85.2K. That’s the real pump.Also, if I didn't know any better, I'd say the USD looks extremely bullish...
But of course, that can't be, because a strong dollar is bearish for $BTC and everyone is saying yes, that BTC has just confirmed the next bull market.
Oh...$BTC
This doesn’t look good.
Today we saw aggressive selling on the spot side.
However, while spot CVD declined, CVD increased, indicating that price is currently being supported by short covering and new leveraged longs coming in.
A small push lower from here looks likely before we can continue higher.ETH is a bit risky now:
$BTC still has capital inflow, but ETH's ETF has started to see outflows
Yesterday, the US spot ETH ETF had a net outflow of $2.8 million, ending a streak of 7 consecutive trading days of net inflows.
Although this number isn't large, it indicates that ETH's priority is declining and capital direction is starting to diverge.
BTC ETF still had a net inflow of $66.19 million yesterday, SOL also saw $5.44 million inflow, only ETH turned negative.
On the chart:
$ETH has recently been stuck in the $2700–$2800 resistance zone, several attempts to break through have failed.
Currently around $2670, I am bearish in the short term.
$2640–$2650 is the first support level; if broken, look at $2600;
If $2600 doesn't hold, the next level to watch is $2530–$2570.
Conversely, only by reclaiming $2700,
and then breaking through $2740–$2800,
will the chart have conditions to turn strong again.
Tonight there is PCE data,
Glamsterdam upgrade is still progressing,
On October 6th it will enter the Sepolia testnet first, mainnet expected in Q4,
Currently, the positive factors remain, but money is starting to hesitate.
Before the ETF turns positive again, I won't rush to expect ETH to break $2800. #BTC现货ETF周流入创近一年新高 #10月加息预期回落，今晚PCE成关键 Inflation stickiness combined with a thirty-year Treasury yield rise has shrunk the total crypto market cap to 2.86 trillion. Bitcoin dominance stands at 56.7%, with funds still clustered around BTC; altcoins show no independent trend. ETH is currently priced near 2,669, facing resistance from a four-hour downtrend line. The MACD death cross has not converged, and bears continue to control the market.
Glanced at the liquidation chart while waiting at a red light; the margin call calls made my pocket vibrate. Short liquidity accumulates between 2,667 and 2,700, while below 2,630 is a dense stop-loss zone for bulls. This structure tends to first spike upward to trigger shorts before turning down to hit the lower stop-losses.
Therefore, do not chase shorts; wait for a rebound opportunity. Entry range is set between 2,692 and 2,705, with a defense at 2,725. If you don’t set a stop-loss, don’t play. The first take-profit is at 2,635; if broken, target 2,610 directly.
Macro conditions have not given a reversal signal yet; rebounds are just windows for selling. Don’t fight the trend.
$ETH
#美伊谈判重启，双方让步空间有限
@OKX星球 "Market Overview: Quick Look at Key Levels for $BTC and $ETH"
$BTC: The daily bearish divergence has not yet been resolved; only a strong rally can absorb it, while sideways movement accumulates risk. Bulls, don't rush—wait until 84028 is firmly held before taking action, with targets at 85016 and 86096; if 83567 breaks down with volume and the rebound is weak, short positions on the right side can be followed, targeting 82648 and 81384. 82801 is the short-term dividing line; losing it warns of a slide toward the large range between 81368 and 75578. Stop-loss is a must.
ETH: Currently trapped between 2743 and 2702, do not treat this as a trend. 2702 is the critical line tonight; holding it means continued consolidation; breaking below points to 2637. However, 2637 has been tested multiple times, reducing support reliability; unless 2743 is broken to a new high first, the probability of breaking down is high. Strategy: On volume above 2725, try longs on the right side with targets at 2743 and 2787; on volume breaking 2699, try shorts on the right side. If volume is not right, stay out and wait; keep position sizes light.
ZEC currently lacks clear signals; observe independently. Market conditions change rapidly; the above is only positional analysis, not investment advice.
#10月加息预期回落，今晚PCE成关键
#美债30年期收益率突破5.6%，创2002年来新高 $BTC
The move from the bear market bottom to a new ATH keeps getting shallower and shorter each cycle.
This ultimately means cycles are compressing, which could lead to a new ATH much sooner than most expect.
Q3–Q4 2027. ⏳#TrumpRenamesAItoSI #OctoberRateHikeOdds
I've recently started to feel that the name "Tokenized Stocks" might be too limited. Because what Backpack has been doing lately is no longer just turning stocks into a token. $EWY can be traded 24/7 on Solana. It can be held in the Backpack Wallet and can also enter Solana ecosystems like Jupiter, Raydium, Kamino, and more. More importantly: it is not just a synthetic asset that follows the stock price. Backpack's $EWY can be redeemed 1:1 for the real EWY ETF.
Then in the past few days, I've also seen: $SQQQ $IREN $CRWV $ARM $IONQ $COPX $NOK being brought into Solana one by one.
Stocks are not just being "moved into Crypto." Instead, they are starting to gain things they never had before: 24/7 Onchain Transferable DeFi. Previously, the stock path was: Broker → Exchange → Settlement. Now it is gradually becoming: Stock → Token → Wallet → DeFi → 24/7 markets. And in the end, it can still return to the real stock. This is what tokenization really is.$PUMP surged fiercely today, so I went to the official website to study this coin. As a result, I shorted it and almost blew myself up. The Pump official website currently shows that about $468 million worth of tokens have been cumulatively bought back and burned. But the website also warns that after adding new trading pairs, there are statistical issues with income and buyback dashboards that need fixing. I think we should stay calm. They are buying tokens, not your cost price. For this kind oThe steel reinforcements inside the load-bearing walls have all been hollowed out; whoever steps into this dangerous building will die.
I've seen plenty of corner-cutting on construction sites, but I've never seen $SUI manipulators so blatantly build a shoddy project.
The upper Bollinger Band around 1.171 looks like a solid top, but it's actually hollow bricks created by the manipulators using small accounts to wash trades back and forth. They forcibly smear several truckloads of poor-quality cement upwards, deliberately painting a shiny 3D rendering near 1.155 to lure retail investors who don't even wear safety helmets to enter and take the risk.
The concrete hasn't solidified at all; the settlement joints have already cracked down to the ankles. RSI at 49.4 hangs in midair, neither up nor down, without a shred of real backing soil.
This is not a breakout upwards; it's the last clearing before demolition. Following the contractor's bulldozer to smash the market is the only way out.
- Target: $SUI 🔴
- Entry: 1.150 - 1.160
- TP1: 1.134
- TP2: 1.110
- SL: 1.175
As soon as the foundation breaks through 1.134, the entire unfinished building will instantly collapse into rubble.🏗️
#StrategyPlaybookGoogle is about to return to the lower edge of the triangle convergence, and the 4-hour chart is also close to oversold. I feel this is worth paying attention to.
I don't know which direction the triangle will finally break. Personally, I lean more towards the bulls, but here it's basically a bet on a direction; we can't say it has already chosen to go up.
If it later pulls back near the trendline, we can first observe the support performance. Even if a rebound occurs here, it might just be internal oscillation within the triangle. Whether it can start a rally depends on whether it can break through the upper edge later. #谷歌AI高层重组，核心人才流失引关注 Morning Trio: BTC Leading, ETH Gathering Strength, ZEC Showing Power
BTC at 83074, after surging to 86,000 yesterday then retreating to stabilize, the 80,000 support conversion is complete. Currently watching 85,000 defense and 87,000 breakout: if it holds, expect 88,000-90,000; if it breaks 85,000, no chasing longs, wait for support at 83,000. Rate cut expectations fluctuate, ETF flows swing, 85,000 is the dividing line between bulls and bears.
ETH at 2660, stronger than before, 2700 is the first short-term defense line. 35% staked and locked combined with reluctance to sell, but ETF inflows are not continuous, pure locked-up price rise has hidden risks. Holding 2700 targets 2800, breakout targets 2850-2900; if it falls below, reduce positions first.
ZEC at 1392, still the strongest on the board, surging strongly towards 1600. Key levels: 1550 defense, 1600 contest, 1650 breakout; if it holds, look to 1650-1700; if it breaks 1550, don’t chase hard, wait for support at 1500. Frequent short squeezes, high volatility with harsh leverage washouts.
Overall: BTC stable, ETH reluctant to sell, ZEC short squeezing, but the whole network’s high leverage tolerance is very low, liquidity thin over the weekend. Operate with light spot positions, absolutely avoid 50x leverage, set stop losses firmly and don’t hold losing positions. Cash is king, wait for real ETF inflows before boldly adding positions—survival first.
$BTC $ETH $ZEC
#10月加息预期回落，今晚PCE成关键
#交易之声：你的经验值得被听到 Finally, let's wrap up by looking at the news and what to watch next. First, the conclusion: my view remains unchanged. Bitcoin previously showed a short signal, but the entry point was not good, so I am still bullish. The replenishment zone is 81,000–80,000; conservative traders can open positions there. Other coins may follow Bitcoin down for a while, so act accordingly. Entry points, take profit, and stop loss remain unchanged. It may weaken first before having a chance to rise later, so maintain disciplined operations. Market overview: Bitcoin is around 83,190, Ethereum around 2,669, Solana around 118.2, Dogecoin around 0.0936, Ripple around 1.496. In the past 24 hours, Bitcoin dropped about 0.5%, Ethereum about 0.3%, Solana about 0.8%, Dogecoin about 0.3%, and Ripple rose slightly by 0.4%. After the market surged last night and was pushed back, it has mostly been trading sideways in a narrow range during the day. Overall technicals: still looking at the 4-hour chart. Bitcoin closed near 83,190, still below the small selling pressure zone of 84,300 to 85,100, with support and replenishment zones overlapping between 80,400 and 81,400. Ethereum is resting on minor support around 2,650, with a selling pressure zone from 2,740 to 2,780 above. Solana has retreated to 118, approaching the support zone between 112.5 and 116; Dogecoin is below the selling pressure zone above 0.0962 David's Trading Notes
September 30, 2026 $ETH
#10月加息预期回落，今晚PCE成关键
Yesterday, I entered a long position after breaking through 2718, targeting 2750 but stopped just one point short at 2749, then dropped to break even. The holding experience in one word: "Awesome". So awesome.
Today's intraday strategy: mainly range-bound, with shorting at highs as a supplement.
1. Currently still in the 2636-2718 box range, only trading reversals at the upper and lower ends, no action in the middle.
2. Trading in the middle is like eating crap: if the stop loss is small, it gets stopped out; if the stop loss is large, it moves a bit then still gets stopped out.
Unity of knowledge and action sounds simple, but it's hard to do. When things get tough, playing games to relax might be a good choice 👍🏻Are we seriously turning bearish on $BTC over a 5% correction back into the resistance we just broke?
We break resistance and everyone wants higher. We come back to retest it and suddenly people are questioning whether they should be bearish.
This is the retest I laid out as the likely scenario before another push higher. Broken resistance between $81-$83K being tested to see whether buyers will now defend it as support.
Standard procedure. Let's organize what can be done operationally. Conclusion first: my view remains unchanged. Bitcoin previously showed a short signal, but the current level is not good, so I still remain bullish; the replenishment zone is between 81,000 and 80,000. Conservative friends can open positions in that range without chasing the price. Other coins may follow Bitcoin and drop first; everyone should act according to the situation. The levels, take profit, and stop loss remain unchanged. It may weaken first, then have a chance to rise later, so maintain disciplined operations. Current prices are approximately: Bitcoin 83,190, Ethereum 2,669, Solana 118.2, Dogecoin 0.0936, Ripple 1.496. In the last 24 hours, Bitcoin fell about 0.5%, Ethereum about 0.3%, Solana about 0.8%, Dogecoin about 0.3%, and Ripple rose slightly by 0.4%. Last night the market surged together but was pushed back; today during the day it mostly moved sideways in a small range. Bitcoin is grinding between 83,000 and 83,700; everyone is waiting for tonight's data. This time, I list the levels for each coin clearly one by one: 【Bitcoin】 Direction: Bullish, no shorting. Replenishment zone: 81,000–80,000 (conservative traders open positions here). Stop loss: 78,000 (very short term) / 75,000 (mid to long term). Target: 90,000–100,000, subjective. 【Ethereum】 Direction: Slightly bullish, slowly building a bottom. Replenishment zoneAfter the rebound, impulsiveness gets punished, patience wins rewards.
$BTC is grinding back and forth around the 84000 level. ETF is still absorbing, but above 87000 it's heavily suppressed. To move up, it must first reclaim 85000, then weld 83000 as the bottom. It remains the anchor star.
$ETH is steadier, hovering near 2700, the pullback hasn't damaged the structure. 2650 is the bullish baseline, 2800 is the sentiment switch. Only after volume breaks through can money possibly flow back into Ethereum.
$SOL returned near 120, elasticity remains, but high volatility requires high risk appetite. It doesn't lack stories, it lacks signals that the market dares to bet on.
Currently, BTC waits for a breakout, ETH waits for support, SOL waits for sentiment. Don't guess the next candlestick, focus on these levels. The answer first appears in the price structure, then in the crowd.
This week features Nonfarm Payrolls and PCE, BTC spot ETF weekly inflows hit a near one-year high, macro and capital resonate, key level battles decide short-term direction. Patience is more valuable than impulsiveness.
For personal chart record only, not trading advice.
#10月加息预期回落，今晚PCE成关键
#交易之声：你的经验值得被听到
#美伊谈判重启，双方让步空间有限 Standard Chartered set a target price for $ENA at $2 by the end of 2028.
Don't get excited just yet. My first reaction was: that timeline is way too relaxed.
The reason isn't baseless. Ethena is currently the fourth largest stablecoin issuer, behind Tether, Circle, and Sky. Its USDe is also the fastest stablecoin to reach a market cap of 10 billion.
The data is solid. But that's exactly the problem.
Being a big stablecoin issuer doesn't necessarily mean $ENA will rise. The business of issuing tokens and the token price are separated by several layers. Standard Chartered is looking at 2028, a matter two to three years down the line, and no one knows what could happen in between.
To put it plainly, this is an endorsement of a long-term narrative, not a signal for short-term trading.
I'm cautious. If you really want to watch something, watch whether USDe's market cap continues to grow. That is the real, tangible thing.
#Aave支持代币化美股抵押借USDC $ENA $USDT If I had to describe today's market in one word: meditating. BTC hovered between 83,200 and 83,600 all day, barely moving in 24 hours. ETH stayed around $2,670, also completely still (all data as of September 30, at the time of writing). But beneath the calm surface, something is brewing. From last night to today, US data collectively disappointed: job openings at over 7 million, below expectations; consumer confidence dropped to 81.9, the lowest since 2014. As a result, the market's bet on an October rate hike plunged from 70.9% straight down to 51.5%. Brent crude also fell 2.6% to around $102. Normally, bad data would raise expectations for rate cuts and risk assets would cheer. But the 10-year US Treasury yield still sits at 5.25%, and the 30-year at 5.57%—prices just won't rise. What does this scene look like? You finally get the other party to say, "Let's have a proper talk," but after the talk, you realize they just changed from "read and no reply" to "read and no move." Progress, but just a little. Looking deeper, after the price fell from the 8-month high of 87,400, CryptoQuant's data is quite honest: spot demand shrank by about 170,000 BTC over 30 days; speculative futures demand dropped 90% in 15 days; altcoin deposits to exchanges are the highest since last October. Translation: someone is quietly packing up to leave. Although the bull market score is 90, a bull market with no buyers is like a concert with no audience—no matter how dazzling the lights, it's just self-entertainment. What about tomorrow? 85,000 is a hard resistance since September 27.$UNI retraces with 3 consecutive bearish candles after a 112% monthly rise.
The 30-day +112% token stock trading narrative was rotated today. After reaching a high of $10.40 on Tuesday, UNI fell for 3 consecutive days, totaling -15.65%, diverging from AVAX's +8% in the same week.
The underlying mechanism is that the whales are offloading. The 112% surge in 30 days was driven by the trio of UNI + CME UNI futures launch + SEC token stock trading exemption; however, "the higher the price rises, the heavier the trapped positions." Today, the token stock market rotated, with AVAX leading the "post-stock trading" extension, and UNI leading the "stock trading + social" segment. This subtle difference caused their weekly trajectories to diverge completely.
UNI has been overtaken by AVAX. Losing $8.20 halves the position, breaking $7.80 means clearing out. No buying unless it closes above $9.33. The leading token stock trading narrative for UNI is not dead, just its rhythm has been overtaken by AVAX. This morning's market watch: BTC around 83,600, up 0.2% in 24 hours; ETH at 2,678, slightly down 0.4% (all data as of the morning of September 30). At the same time, the US 10-year Treasury yield surged to 5.29%, the highest since 2007. Normally, in such an interest rate environment, risk assets should lie flat and play dead. However, BTC rose about 7% in September, potentially the strongest September since 2013. The so-called September curse was completely shattered this year. What does this scene look like? Like your ex posting "I'm doing great lately"—you know something's wrong inside, but on the surface, they seem really stable. The market is in this state now: saying they don't care, but eyes glued to the phone. Because tonight there's the PCE, and Friday brings the non-farm payrolls. These two data points basically decide the Fed's next move. If the data is hot, rate hike expectations return, and the 85,000 wall becomes even harder to break. If the data is cold, the market will breathe a sigh of relief, but don't expect an immediate takeoff. My observation is that the current rise isn't driven by bullish sentiment but by no one willing to sell. This kind of stability can easily be broken by one data release. So today's attitude is simple: don't chase highs, don't go all in. Before the data lands, don't put your position all on one night. Cash now earns interest; if you're not in a hurry, the market won't run away. Trading is like dating—don't reveal everything before the other party shows their hand. This is just my personal observation and not investment advice. peace #BTC #macro #PCE #USTreasury #BitcoinSeptember$LINK
The RWA narrative is still ongoing, but LINK is approaching the intraday low. What is the market hesitating about?
This morning, OKX spot 24-hour range was approximately 14.38–15.62, with a trading volume of about 14.97 million USDT, and the price is close to the lower boundary. The adoption of oracles and cross-chain services can expand use cases, but whether increased protocol usage translates into token demand needs separate verification. The narrative may be correct, but it could also be reflected in the price in advance.
If the 4-hour chart recovers above 15.62 with a simultaneous increase in volume, it indicates signs of selling pressure being absorbed. If it breaks below 14.38 and cannot quickly recover, I will continue to view it as weak consolidation; subsequent focus should be on actual integrated projects and paid usage, rather than just partnership announcements.$AVAX: Strong Fundamentals, Price Still Needs Proof
Avalanche has added regulated AVAX futures, deeper DeFi activity and growing tokenized-asset adoption.
But price remains far below its 2025 high.
Around $11.30, AVAX is roughly 74% below $44.10.
Watch, not a long.
$10 is the level that matters. $12–$12.50 is the first sign sentiment’s turning.
The market needs real institutional volume and sustained network usage—not more announcements.
#SchwabExpandsCrypto
$AVAX #财报观察员：美光财报临近，AI存储需求成焦点
After the market close on September 30 Eastern Time, at around 4 a.m. on October 1 China Time, the highly anticipated Micron $MUB will release its earnings report.
Actually, in the current market environment, memory manufacturers' profits are definitely looking good. Whether the stock price can rise mainly depends on the guidance for Q1 next year and the supply/demand and order situation for 2027, as well as whether there are any additional benefits like buybacks.
I checked the latest memory prices today, September 30. The price of D5 memory is still sky-high. Saying "memory is a luxury item" is not an exaggeration at all. A single 32GB 4800hz stick still costs 5000 RMB, and a 64GB 5600hz even costs 13500 RMB 😭😭😭. Those wanting to buy a computer might want to wait a bit longer. I think I've figured out this market trend,
it's just suitable for back-and-forth trading!
Bitcoin $BTC has been oscillating between 82600-85000 for two days,
completely giving us no chance to see the bigger picture!
Ethereum $ETH is also fluctuating around 2640-2740,
it seems the initial idea of looking for a big trend was wrong,
we should just trade back and forth,
doing swing trades is better.