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Bitget was really hacked for $351.6 million 😱😱😱😱
Damn, a new wallet holding 19.67 million USDT from Bitget directly bought 7,111 ETH at a 5% premium within 6 minutes.
At first, everyone thought it was just a $20 million hot wallet issue, then on-chain statistics showed $183 million, and finally Bitget CEO Gracy Chen officially confirmed:
About $351.6 million in assets were affected.
Bitget currently says the cold wallet was not affected, only some hot and warm wallets were involved, withdrawals have been suspended, but deposits and trading continue.
The platform also claims that the user protection fund of over $464 million is enough to cover the loss, but doing the math, $351.6 million already accounts for about 76% of the entire protection fund, so this is definitely not a "small incident." But since then, the market has started losing momentum. ETH repeatedly struggled around $2,770, and yesterday it couldn't even reclaim $2,700 convincingly. In my view, part of this rally was fueled by short covering. As price moved higher, short positions were forced to close, creating additional buying pressure and accelerating the move. That's why I'm not ready to call this a confirmed new bull leg yet. When sentiment becomes overwhelmingly bullish after a sharp squeeze, I think the market nee🌕 $ZEC gave the bears a lesson today.🐻💥
My 2x short position once retraced about -1,860U, fortunately $ETH contributed +175U, which eased some pressure……😭
More notably, $LTC and $UNI have also started to show relative strength.
📌 Latest catalysts: • $ZEC: Europe's first physically-backed Zcash ETP launched, with privacy transaction activity noticeably heating up.
• $LTC: Recent increase in on-chain payment activity, price surged rapidly at one point, market attention has returned.
• $UNI: CME plans to launch UNI futures, and recently large amounts of UNI have been transferred off exchanges on-chain.
👀 The question is:
Is this the start of an Altcoin capital rotation, or just a brief rebound?
No rush to conclude now.
📊 Look at structure, volume, and capital flow, don’t just focus on a single green candlestick.
Let the market prove it first, then decide the next step. 🧠
$ZEC $LTC $UNI
#DailyOrbit #AltcoinRotation #Crypto In the end, I still couldn’t hold on. I got shaken out again. 😭 Looking back, I think I made one major mistake: I assumed a BTC-led market recovery automatically meant an altcoin bull market. That was too simplistic. I kept thinking $ONE was something I could hold with a long-term mindset, even while carrying a relatively heavy position. But in a highly speculative, low-liquidity token, “long term” means very little if the market structure and fundamentals are changing rapidly. And ONE has had 🔥 BTC surged to 87,300 before sharply pulling back. Is 84,000 a shakeout or a sign of weakness?
🟠 BTC: After hitting a new stage high, it quickly dropped back near 84,000. The short-term move looks more like a sharp adjustment following concentrated releases of macro data, yields, and leverage. But whether it's a "leverage washout" or a trend weakening can't be confirmed by just one rebound; the key is whether 84,000 can hold. Regaining 85,000 would clearly repair the short-term structure; if 84,000 fails, beware of further oscillation downward.
🟣 Altcoins like ZEC and NEAR have recently shown signs of capital rotation, but this is better defined as a structural market rather than a full altcoin season. BTC stability is the premise for capital to more easily spread to high-beta assets.
⚠️ Especially for the recently strong ZEC, with high gains and sentiment, combined with narrative and leverage driving it, volatility risk is significantly increased. Strong performance does not mean blind chasing is advisable.
👉 The whole market now focuses on 84,000: holding it suggests recovery, losing it suggests deeper oscillation. First watch if BTC is stable, then see if altcoins truly take over.
#美联储重启加息，BTC为何仍有韧性？ #稳定币新规推进，支付结算加速落地 #财报观察员：好市多业绩超预期，美光接棒 Only $50 left, this time I really don't plan to top up anymore.
In the past 30 trading days, the contract has accumulated a loss of $141, with a profit-loss ratio of only 0.06.
Why is it so ugly?
In the past week, I have almost been shorting all the time: shorting $ETH lost badly, shorting $ZEC got repeatedly taught a lesson, and shorting $ONE was completely wiped out.
BTC dropped from around 87,000 to 84,000, ETH fell from above 2800 to 2650, and altcoins also plunged one after another. But this kind of market easily creates an illusion:
"Is it finally going to drop?"
But as soon as I chased the short, the market pulled back.
High leverage, frequent trading, constantly holding losing positions, losing but still thinking of making it back, ending up losing more and more urgently.
It wasn't until September 22 that I finally understood:
If you don't understand the market, the biggest enemy is not the market, but your own hands.
The next day I started to reduce leverage.
I don't chase above 86,000, don't panic if it falls below 85,000, only lightly try going long near 83,500, and run directly when it hits resistance near 84,500.
No greed, no holding on, no illusions.
Recently I finally realized, trading is not about making money every day, nor about guessing the direction every time.
Surviving is more important than proving your judgment right.
Now there is only $50 left in the account, I won't top up anymore.
I'll just slowly trade with this last fund, admit the loss if it’s gone, stop when I make a profit.
If you don't understand, trade less.
It's okay to earn a little less, just don't get itchy hands. Google, Microsoft, AWS, and now even Block has squeezed in.
Many people's first reaction is: AI payments are about to take off, and $BTC Lightning Network will become the infrastructure.
I understand this excitement, but market makers see this differently.
The real value of this news is not "who joined," but that Block has directly integrated the Bitcoin Lightning Network into the x402 standard.
Simply put, in the future, when AI Agents pay each other, the underlying system might be the Lightning Network.
What this brings to $BTC is not short-term buying pressure, but a long-term narrative: it is starting to be regarded as the settlement layer for the machine economy.
But note, this is a narrative, not capital.
Actions at the foundation level like this still have several layers to go before truly reflecting in the coin price.
My stance is clear: this news is sentimentally positive, worth noting for the long term, but don’t use it as a reason to chase highs in the short term.
What really matters is whether developers are actually running on it, not just more logos added.
Standards are about who occupies first and who sets the rules. But whether the rules can turn into money depends on market acceptance.
#美联储重启加息，BTC为何仍有韧性？
#稳定币新规推进，支付结算加速落地 #美股探索代币化与全天候交易 $BTC Honestly, watching the market this morning made my heart race a bit.
$BTC touched 87,300 yesterday, an eight-month high, and I almost thought it was going straight to 90,000. But then the US Treasury yield slapped the price down to 5.11%, the highest closing level since 2007, forcefully pushing the price back near 84,500. This market moves fast up and falls just as hard.
On the news front, there’s a bombshell tonight.
Deribit will settle $15.9 billion in $BTC options and $2.1 billion in ETH options at 8 PM (UTC) tonight. This volume accounts for 37% of Deribit’s total BTC open interest. The put/call ratio is 0.69, with $9.4 billion in call options, 55% of which are in the money. Sounds like the bulls are strong, right? But don’t get ahead of yourself.
Deribit’s CEO Strijers himself said that after settlement, market makers’ hedging and gamma effects will fade, likely amplifying short-term volatility and forcing the trading range to find a new level. More importantly, the biggest pain point for these options is between $72,000 and $75,000, while spot is now at 84,500, nearly $10,000 above the pain zone. Market makers hold a large amount of positive delta, so when prices push up, they have to sell spot to hedge, which creates mechanical selling pressure.
So “bulls dominating” doesn’t mean it will definitely rise tonight. Option expiry days are best at poking both sides, shaking out both long and short traders.
On the market side, rotation is becoming more evident.
Glassnode’s altcoin cycle signal has hit 81.25/100, officially entering alt season. Over the past week, 72.5% of tracked altcoins outperformed $BTC, while during the August squeeze, that number peaked at only 39%. Altcoin market cap has rebounded to $1.19 trillion, up 33% since August 19.
$ETH has risen above 2,700, up 1.66% in 24 hours. $ZEC is even more impressive, up 3.51% in 4 hours, priced at $1,570, ranking 9th by market cap. But I’m cautious chasing $ZEC this round; volatility is high. A few days ago, someone called a breakout at 1,650, but it quickly pulled back.
Interestingly, this rotation isn’t driven by leverage. Altcoin perpetual contract open interest has barely increased in the past 30 days, unlike the crazy leverage buildup seen in February 2021 or December 2024. It looks more like spot funds are slowly relocating rather than short-term futures speculation.
However, $BTC dominance remains around 57%, still anchoring the entire market. Healthy rotation doesn’t require $BTC to crash; ETH and major alts gradually take over, naturally expanding participation. That’s a more comfortable scenario. The real fear is $BTC crashing first due to macro pressure, disrupting the rotation rhythm.
My view is simple.
Tonight’s option settlement plus high yields suppressing the market means whoever is heavily positioned short-term is at a disadvantage. After settlement dust settles, watch if $BTC can hold above 84,000, if spot buying in alts continues, and if ETH/BTC can keep strengthening. Rotation is real, but timing matters more than direction.
Don’t bet on direction on settlement day; it’s not worth it.
#BTC冲高回落，市场轮动开始了吗？ #美伊恢复接触，风险溢价会降吗？ #财报观察员：好市多业绩超预期，美光接棒 🔥 BTC slightly rises, is the market really strong?
🟠 BTC at 84,279, up only about 0.4% in 24 hours, but long position liquidations in the past hour are clearly higher than shorts, indicating that although the price hasn't dropped much, leveraged longs have already started to be cleared.
📊 More notably, the funding rate dropped from 0.0048% to 0.0002%, showing a clear cooling in long chasing sentiment; meanwhile, both large and retail holders' positions are increasing, indicating the market is overall bullish but also becoming more crowded. The options Put/Call ratio rose to 0.98, signaling a rise in short-term protection demand, while DVOL is around 36, showing no particularly intense volatility priced in for now.
🟡 Gold ETF reduction itself does not necessarily mean funds will flow into BTC; currently, it is more important to observe whether safe-haven funds are truly entering the crypto market.
👉 So the market now looks more like a range-bound consolidation dominated by leveraged structures. Key resistance is at 84,901; only a firm break above with a funding rate rebound would mean bulls regain control; support is at 82,832, and if broken with open interest shrinking simultaneously, the short-term structure will weaken further.
⚠️ It is currently not suitable to judge direction based on a single candlestick; whoever effectively breaks the 82.8K–84.9K range first is more likely to gain short-term initiative.
#美联储重启加息，BTC为何仍有韧性？ #美债长端利率持续攀升，融资压力升温 #稳定币新规推进，支付结算加速落地 No vision, can't hold on, the profit this time is as thin as paper, but I love it to death. When I thought this wave was completely hopeless, $SKHY repeatedly oscillated during the session and gradually carved out the bottom. The less people watch, the easier it is to surprise, and this time it proved true again.
I saw the support hold, buying pressure strengthen, and people catching the dip below, so I suggested waiting for the pullback to stabilize before going long, not rushing to load up. At that time, most people were still watching, and the market didn't even have a decent rally. When it really took off, the hesitant started slapping their knees.
The premise of compounding is survival; the shortcut to getting rich quick often leads to zero.
From 158.03 to 188.13, +952.35% was displayed, really satisfying, time for a good meal. Take profit on 70% first, keep 30% at cost price for protection, no panic on rebound, let the profits run if it continues to rise.
Now is not the time to rush; chasing highs easily leaves you stuck at the peak. Wait for a more comfortable position in the next round, opportunities remain, don't be anxious. Hold as long as the trend is intact, run if it breaks, don't fall in love with your position.
$LAB $BTC Fundamental Research Report $RIO / Realio Network (RWA) $3.20
To put it simply: Realio Network ($RIO) has a composite score of 54/100, rated as narrative-driven over execution. Breaking it down into three layers: the company team has cash reserves, the protocol network shows signs of paid usage, and token value capture has been realized.
Fundamental breakdown: Realio Network (token $RIO), in the RWA sector. Focused on real estate RWA tokenization. Benchmarked against CFG and ONDO. Traditional SME receivables financing goes through bank factoring, with approval taking 30-90 days, interest rates 12%-24%, and slow fund availability. On-chain asset confirmation is transparent, LP pools provide instant loans, and RWA assets can be traded secondarily to improve liquidity. Customer unit price is $50-500/month, requiring USDC or fiat settlement. This is a narrative-driven sector, with usage dropping 60-80% in bear markets. Positioned as an end-to-end vertical platform. Product implementation: the protocol layer is officially operational, on-chain dashboards show protocol fees accumulating, with evidence of paid usage. The latest version was not found; 60 valid commits in the past 90 days.
User side: address MAU and DAU not disclosed, 24h trading volume $80.00M, TVL not found. Wallet addresses do not equal natural person monthly active users; large addresses holding concentrated positions may overestimate real user count. Revenue side: user fees not disclosed, supplier income is about 80-90% of user fees (belonging to LPs and nodes), protocol treasury income $2.00M, token holder buyback and burn annualized with no burn mechanism. 24h trading volume is business flow, not revenue. Company profit does not equal protocol profit, protocol profit does not equal token holder profit. Code side: 60 valid commits in 90 days, 25 active contributors, latest version not found. GitHub is grade A evidence and can be directly verified. Investment background: company equity financing can be checked on PitchBook/Crunchbase (grade A), token private and public sales on whitepaper, release schedule, and on-chain unlock contracts (grade A), market makers and ecosystem funding are grade B and do not represent long-term VC holdings, technical integration is grade B based on API/SDK evidence, strategic partnerships and logo walls are grade D. NVIDIA GPU usage does not equal NVIDIA investment, exchange listing does not equal exchange strategic investment.
Token side: total supply 1,300,000,000, circulating 950,000,000 (73.1%), FDV $4.20B, next unlock 2026-Q4 (3.50% of circulating), no clear annualized buyback and burn. Must buy tokens to use products? Partially, medium value capture (staking/discount/governance). Compared with peers (uniform criteria, no cross-sector comparison): Circulating market cap: Realio Network $3.00B, CFG undisclosed, ONDO undisclosed. FDV: Realio Network $4.20B, CFG undisclosed, ONDO undisclosed. Annual revenue: Realio Network $2.00M, CFG undisclosed, ONDO undisclosed. Monthly active addresses or users: Realio Network undisclosed, CFG undisclosed, ONDO undisclosed. Figures based on public data snapshots; missing data supplemented by official reports or industry standards. Valuation: circulating market cap $3.00B, FDV $4.20B, P/S 1500.0x, FDV divided by revenue 2100.0x. Pessimistic view discounts $3.00B by 50-70%, neutral range oscillates, optimistic view expects revenue doubling, burn implementation, enterprise clients entering, FDV P/S aligns with top players. To conclude: fundamentals solid (score 54/100). Token value capture realized (buyback/burn/Gas). Circulating market cap relatively expensive compared to fundamentals, overextending expectations, FDV moderate. Potential risks: short-term large unlock dumping, protocol income long-term zeroing, token demand relying solely on incentives (usage collapses if incentives stop). Next to watch: weekly protocol fees, burn amounts, active address retention, TVL/loan balance, GitHub version releases. The above judgments are based on public data and do not constitute any investment advice. Conclusions should be revised if key indicators deviate significantly.
That's all for now, see you next time.
#FundamentalResearchReport #Crypto #Research #OKXOrbitThe second order made yesterday for $xGOOGL dropped from 364.17 (peak on 9-22) to 337.5 in two days, a 3.8% decline, which is greater than the overall market drop. The trigger for the drop was the Meta Connect conference (ending 9-23~24) plus the Muse AI competitive narrative, not a fundamental change—typical event-driven sentiment sell-off. Once the conference ended, the panic selling disappeared, and the probability of a rebound is high.
Since the opening did not break the support at 337, I opened a position.
Stop loss set at 334.
The original target was 348, but today is the first day of live trading challenge, so I planned to accumulate capital first and manually took profit. I estimate there is a high probability of hitting 346 later on.$BTC is currently at 84242.6, support at 84112, resistance at 84931, leaning bearish. Historically, every time BTC drops near a round number, there is either a rebound or a breakdown. In March 2024, it dropped near 60000 and rebounded 20%; in August 2024, it broke below 55000 and fell another 10%. I lost 200,000 U and am recovering, opening a small position of 5000 U, no holding through losses, must use stop loss. Operation plan: if 84112 breaks, lightly short with stop loss at 84400, target 83500; if it holds, lightly try long with stop loss at 83900, target 84900. History does not simply repeat, but it rhymes. Refer to history but don't blindly trust it; proper stop loss is the key. $ #$ZEC took a wild ride overnight, dropping sharply and putting me in a loss. Instead of immediately giving up, I managed to find a lower entry and scale back in, which helped me recover most of the drawdown. My risk-taking side definitely showed up again, and I know that kind of behavior can easily become dangerous if it turns into revenge trading. The important part is that my core capital stayed intact. That’s why I’m stepping away from the market for the next 48 hours—not because I’m bearish, Happy Mid-Autumn Festival, wishing happiness to your whole family ✧*｡
The market appears calm on the surface, but undercurrents are stirring:
On the macro side, Japan's 10-year government bond yield has hit a 30-year high, BTC surged then pulled back sparking rotation speculation, and the US dollar stablecoins are also accelerating overseas expansion.
Back to individual stocks: $DOGE is currently at $0.096, down about 7.5% for the day. There is heavy selling pressure above $0.10, with strong short-term profit-taking willingness; $0.087 is the key dividing line between bulls and bears.
$FIL is now at $0.997. Pay close attention to October 15, when the six-year linear unlock ends, reducing the annual issuance by 75% (from 88 million to 22 million). The supply-side inflection point is imminent, but whether paid demand can take over remains uncertain.如果仓位多到像开超市，那真正该盯的就不是数量，而是衍生品结构有没有在偷偷变脆。 你以为自己在掌控节奏，还是节奏在悄悄掌控你？ 最近看盘有个很微妙的感觉：大家讨论仓位管理时，总爱把"开得多"当成能力强，可我更在意的是，这些仓位背后，杠杆堆在哪、资金费率偏哪边、未平仓合约是在扩张还是开始松动。 原文里说，开1个和100个本质没差，熟练会带来精通。放在现货思维里我能理解，可一旦切到衍生品视角，这句话就要打个问号了。因为合约世界不是线性叠加，1个仓位和100个仓位，面对的是完全不同的强平路径、保证金压力和情绪反身性。 我现在会这样拆： - 未平仓合约持续抬升，同时资金费率维持偏正，说明多头还在加码，趋势有惯性，但也意味着拥挤度在积累。 - 价格横盘而持仓量不减，往往是变盘前的蓄力，方向没定，波动先来。 - 费率突然转负、持仓量却高位不掉，可能是空头试探，也可能是多头不肯撤，这种时候最容易出现双向挤压。 偏多的路径其实也清晰：只要 BTC 稳住关键区间，ETH 不拖后腿，山寨的情绪就会顺着高持仓继续扩散，风险偏好从主流往外溢，交易节奏会变得更快、更碎、更吃执行力。这时候"开得多"确实能吃到轮动，#美联储重启加息，BTC为何仍有韧性？ Folks, the Federal Reserve just restarted rate hikes in September, and the probability of another hike in October has surged to 70%. The Philadelphia Fed President, Patrick Harker, even hinted there might be one more move. Normally, BTC should be crushed under this pressure, but what happened? It stubbornly hovered around 87,000.
Let me break down why this time is different. Previously, rate hikes pushed risk-free yields up, driving funds to chase interest, causing risk assets to collapse. But the buyer structure has changed now. On September 21, the US spot BTC ETF saw a single-day net inflow of about $999 million, setting a new high for 2026. Strategy’s corporate treasuries haven’t stopped either; they’re still scooping up.
On one side, the Fed insists on tightening; on the other, institutional money is pouring in with real cash. This shows BTC’s sensitivity to interest rates is fundamentally shifting. US Treasury yields at 5% are indeed high, but these institutions aren’t focused on short-term interest—they’re hedging against sovereign credit depreciation and fiat purchasing power decline over the long term. Retail investors fear rate hikes; institutions fear missing out on the big cycle.
But don’t get ahead of yourself. After BTC surged to 87,000, it has already pulled back. The resistance between 88,000 and 90,000 is tough. If you haven’t entered yet, don’t chase the highs; wait for a pullback to 82,000–84,000 to confirm support before acting. Those holding low-position chips should hold their base positions firmly and avoid being shaken out.
The current market is a tug-of-war between macro factors and institutional funds. If the rate hike really lands in October, volatility will definitely be high, but a deep dip is your chance to get in. $BTC $ETH $ZEC In the early trading session on September 25, the tone was set to prioritize shorting on rebounds. The bearish force was strong, with heavy selling pressure; even slight rebounds were easily pushed down. The rebound was just a brief correction in the downtrend.
The market rebounded to around 4295 and then faced resistance and fell back, which exactly matched our predicted shorting range. The trend was as expected.
The key watershed level remains at 4240; breaking below it will lead to further declines, while holding it will result in low-level oscillations.
In a bearish market, do not blindly bottom-fish. Rebounds meeting resistance are opportunities. Manage risk well.Three signals I am particularly monitoring right now: whether $BTC can hold $84K, whether $ETH can conquer and maintain above $2.7K, and whether $SOL can surpass $120 with confirmed volume. These are three links of a relatively clear capital rotation structure. BTC represents liquidity and market confidence; ETH reflects the extent of money flow expansion; SOL represents a higher risk appetite. If all three agree, the market will have a better foundation to expand. If one link breaks, expectations need to be lowered andUS Treasury yields have risen across the board from the short end to the long end, and many people's first reaction is still "the Federal Reserve is going to raise interest rates again." This only explains the short end and does not explain why the 30-year yield is also surging.
Long-term bonds are demanding extra compensation. Rising oil prices push up inflation risks, the US government continues to issue debt, and there is no clear path to quickly narrow the fiscal deficit. Naturally, investors ask: locking money up for thirty years, is the current yield enough? When the answer becomes "not enough," bond prices can only continue to fall.
This is also the most painful aspect of the current market. Even if the Federal Reserve stops raising rates in the future, it may not be able to bring down long-term financing costs together. Mortgage loans, corporate bonds, and high-valuation stocks price more with reference to long-term bonds, and long-term bonds increasingly care about fiscal credit and supply pressures.
Previously, everyone was used to waiting for the central bank to pivot to save the market; now bond investors have taken back pricing power themselves. The Federal Reserve can control overnight rates but cannot command the whole world to lend money to the US for thirty years at low prices.
#美债收益率全面走高，高利率为何难降？ $ONE I feel the change in capital volume is off; the amount pulled in on the first day and the amount pulled down on the last day are both too high. Is the market about to reverse? Or has the sell-off been completed?#CostcoBeatsMicronNext Costco’s results were stronger than I expected, especially with so many questions around US consumer spending 🛒
FY2026 Q4 revenue reached $95.7B, up 11.1% YoY, while net income rose 14.9%. Sales and profit both beat expectations, and high membership renewal rates suggest customers still see real value in the model.
What caught my attention is that comparable sales continued growing without weakening profitability. That makes Costco’s performance feel less like a temporary spending spike and more like steady consumer resilience.
Now the earnings spotlight moves to Micron. Its report will test a completely different source of demand: AI servers and the growing need for DRAM, NAND and HBM memory.
Costco showed that household demand is holding up. Micron may reveal whether the AI infrastructure cycle is equally durable—or if expectations have moved faster than actual earnings growth 💾In these 91 days, $SOL has risen by 66%, with no holdings waiting to break even above.
Looking at the trading volume over these 91 days distributed across price levels, only 1.2% is above the current price, while the remaining 98.8% is below. Throughout this rise, no one has traded at each new price level; the area above is empty.
The holdings below are concentrated in two areas. The large segment from 34% to 39% below the current price accounts for 32.1% of the total trading volume over 91 days; these positions were accumulated before this rally started. Recently, the volume has shifted to another area: the segment 10% to 15% below the current price accounts for 40.1% of the trading volume during the same period. New entrants have their cost basis clustered around this range.
The volume supports this. The average daily trading volume this month is 19.8% higher than last month, and the average volume during price increases is 1.24 times that during declines. The larger volume on the way up indicates that buyers are supporting the price.
There is no one above waiting to break even, so there is little resistance going up. The weight is on the two layers of holdings below.
The 10% to 15% range below the current price represents the cost line for the recent batch of holders. When volume starts to accumulate above, it means someone is taking over at higher levels, and the market shifts from empty ground to being pressured by holdings.
This 66% rise has been a steady climb over empty ground. The holdings below have remained untouched.9.25 Two BTC
$ETH Entry: rebound near 2690-2710, resistance above 2730, target 2630-2580 (same levels as yesterday)
The market started a continuous series of bearish candles from the high of 2787, quickly dropping to a low of 2626, then consolidating sideways at the low without a V-shaped reversal or strong breakout.
This rapid sharp decline plus weak sideways consolidation at the bottom is a typical bearish continuation pattern. Bulls lack the strength to reverse the downtrend and can only absorb selling pressure at the low. After the consolidation period ends, the original downtrend is likely to continue.
#美联储重启加息，BTC为何仍有韧性？ Yesterday SanDisk couldn't hold above yesterday's low of 1804, decisively shorted, stop loss set at 1830, take profit first target at the 1758 gap, then second target at 1730. All positions closed at take profit.The Federal Reserve resumed rate hikes in September, and market expectations for continued hikes in October once rose to about 70%, but BTC did not continue to weaken and even broke through $87,000 this week. This is not the market ignoring rate hikes, but rather the buying structure of BTC is changing.
On September 21, the US BTC spot ETF saw a single-day net inflow of about $999 million, a new high for 2026. On September 22, it attracted another $715 million, with a total inflow exceeding $1.7 billion this week. This money has erased the net outflow gap for the entire year of 2026, marking the first positive capital flow within the year. Corporate treasuries are also increasing their holdings simultaneously, with Strategy continuing to accumulate.
The coexistence of high interest rates and institutional inflows indicates that BTC's sensitivity to interest rates is decreasing. Previously, pricing power was in the hands of short-term speculative funds; now, long-term allocation funds like ETFs and treasuries have more influence. They focus on long-term scarcity and fiat depreciation, not a single rate hike.
The contrast with ETH is clearer. ETH staking yields do not outperform US Treasuries, and institutional buying is far less concentrated than BTC, resulting in noticeably weaker gains during this rebound. BTC is supported by ETF and sovereign reserve narratives, while ETH is not.
If rate hikes really continue in October, the test will be whether these institutional funds can withstand it. If they can, BTC will truly be desensitized. Short-term gains have already been significant, and the risk of chasing highs is accumulating. $BTC $ETH $SOL #美联储重启加息，BTC为何仍有韧性？ @OKX星球 163 million, all eaten by BlackRock.
Yesterday, BTC spot ETFs saw a total inflow of 191 million, with IBIT alone accounting for 163 million, and the remaining small amount was shared by others. Fidelity worked hard all day, with 12.86 million.
When I first entered the circle, I thought ETF inflows meant "everyone buying together," but later I realized it was not the case at all; it was BlackRock buying, and others just running alongside.
For six consecutive days, money has been flowing in. But if you look at the market, the price shows no reaction. Money comes in, but the price doesn't wake up—this feeling is very familiar to seasoned traders.
The biggest misunderstanding for newcomers is here: thinking continuous inflows = immediate surge. In fact, IBIT's total historical inflow has reached 65.1 billion; it acts more like a slow pump, not an igniter.
I guess the pace will continue like this: money keeps coming in, price keeps grinding. What you really need to watch is not how much came in today, but the day it suddenly stops.
That is the real signal.
#美联储重启加息，BTC为何仍有韧性？
#Ondo推出基于贝莱德策略的代币化投资组合 #美股探索代币化与全天候交易 $BTC #美联储重启加息，BTC为何仍有韧性？
Interest Rate Shock and Altcoin Season Whispers: BTC at a Crossroads After New High
$87,300, just a step away from the all-time high, yet the market hears the sound of ice cracking at this moment. After BTC hit an eight-month high, it quickly fell back to $84,340, with $444 million long positions liquidated within 24 hours — the most intense leverage cleanup since September 15.
Macro Shock ≠ Capital Flight
This drop fundamentally differs from past panic sell-offs. The PMI surge signals a sudden shift in interest rate expectations, forcing high-leverage longs out instantly, rather than long-term holders exiting voluntarily. On-chain data confirms this: no abnormal inflows to exchanges, and long-term holders’ positions remain stable $BTC $ETH $ZEC
The Harsh Reality of Early Rotation
Over the past two years, BTC rose 28%, while the median decline among mid-cap altcoins reached 74%. Institutional funds still favor BTC ETFs; traditional finance entry channels prioritize liquidity flowing to core assets.
$84,000: The Decisive Watershed
The next scenario revolves around $84,000. If BTC holds this support, rotation and diffusion will gain breathing room, and capital will be more confident to penetrate quality altcoins; if it breaks, $77,000 will come back into view, potentially delaying the emergence of altcoin season. This is not the time for reckless altcoin chasing, but a window to closely watch BTC and select strong sectors.$BTC dropped from 84931 to 84242.6, then pulled back again. Reviewing the trade: I opened a long position at 84200 last week, with a stop loss at 84000 and a target of 84900, and I have already taken profit. Since I opened a small position with 5000U and always use stop loss without holding the position, the profit is steady. In the past, I would definitely have held on to try to earn more, but the result might have been giving it back. Currently, BTC support is at 84112, resistance at 84931, leaning bearish. Operation plan: if 84112 breaks, lightly short with stop loss at 84400 and target at 83500; if it holds, just watch. Trading insight: taking profit is not greed, it’s securing gains. Making small profits is not scary; what’s scary is making profits and then losing them again. $ #稳定币新规推进，支付结算加速落地 #美伊恢复接触，风险溢价会降吗？
Three hours of closed-door talks in New York, Trump hinted "talks went well," but the market first broke into a cold sweat.😅
However, no agreement was signed, and Iran's core conditions haven't budged an inch. Hormuz, blockade, frozen funds remain a chain of question marks.🤔
October rate hike bets approach 70%, 10-year US Treasury yield breaks 5%. High interest rates act like gravity; BTC finds it hard to take off alone.
But there is also a bottoming force: Strategy holds over 800,000 coins, ETFs continue buying, and institutions have not massively withdrawn amid a halving-level drop. The positive factors haven't disappeared, just suppressed by macro conditions.
War is a pulse, oil prices and interest rates are the trend. If negotiations remain verbal only, risk premiums are unlikely to fully recede; if oil prices fall and yields ease, rotation may truly return.
#美联储重启加息，BTC为何仍有韧性？
#财报观察员：好市多业绩超预期，美光接棒 🚦 BTC, ETH, SOL — what’s the next move? Don’t guess, let the market prove it for itself!
🟠 BTC: In the short term, watch the 82K–83K range to see if it can reclaim and turn this into support. If it just spikes up then quickly falls back, it means buying power is still limited; only if it stabilizes here is there a chance to continue upward recovery.
🔵 ETH: Focus on the 2,550–2,600 area. As long as it holds and the structure after the breakout isn’t obviously damaged, the rebound still has room to continue; if support fails, then observe the strength of the lower support again.
🟣 SOL: $115 is an important short-term level to watch, but just breaking the price isn’t enough — the key is whether volume can keep up. A breakout with volume and a high on low volume mean completely different things.
📊 So don’t just focus on candlesticks now; watch ETF fund flows, open interest (OI), and price trends together: price rising + capital inflow looks more like real demand; price rising but OI rapidly accumulating means be cautious of short-term leverage-driven moves.
👉 Don’t chase candles or panic blindly. First see if the price holds, then confirm with capital. Let the market prove it, not us guessing ahead.
#美联储重启加息，BTC为何仍有韧性？ #美债长端利率持续攀升，融资压力升温 #稳定币新规推进，支付结算加速落地 Look at this chart, it really makes you feel both sympathy and amusement. A win rate as high as 59.19%, which is definitely considered passing or even excellent in trading, but the result? The profit curve indeed fell to the bottom!
This baffling outcome reveals the cruelest nature of the market: trading is never a contest of win rate, but a human trial about "asymmetry."
Why can you still go bankrupt with a win rate over half? The answer lies in that 112% maximum drawdown. When making profits, you quickly close positions at 5 or 10 points, afraid the cooked duck will fly away; when losing, you stubbornly hold on, add positions, increase leverage, and fight the market to the end.
This is not trading, this is "cutting profits short and letting losses run wild."
You get six candies for being right six times, but lose an arm for being wrong once. Win a hundred times, but if you get liquidated once, all your gains reset to zero. The profit-loss ratio is like a mirror exposing greed, fear, and self-deception vividly.
Most people spend their whole lives chasing "can this trade win," but never think about "how big a price to pay if wrong." A high win rate is a narcotic; a reasonable profit-loss ratio is the life-saving oxygen tank.
The market doesn’t care how many times you were right before, only whether you still have chips left on the table when you make a huge mistake.
Winners don’t win by being accurate, but by making fewer mistakes and surviving longer. Respect the market, calculate your losses first, then seek victory. Brothers, the biggest dilemma now isn't whether to buy altcoins, but with such a big rise, when exactly should we sell?
$ZEC has been ridiculously strong lately, already becoming the third largest by market cap in the crypto world. Whether it can surpass Ethereum in the future is uncertain, but this rally is definitely fierce. How high do you think ZEC can go?
Another hot topic is $UNI
Three months ago it was around $3, now it's $9, up about 300%. Personally, I see $20.
But I want to remind you:
There is only one ZEC, UNI is not ZEC.
In 2021, Bitcoin rose from 30,000 to 64,000, but AAVE topped out early after rising from around $580 to $660 and did not continue to follow the rally.
So when you see ZEC soaring, thinking the next altcoin can replicate it, it's easy to fall into survivor bias.
This round, BTC rose from 58,000 in June to 87,000 now, and altcoins are starting to rotate. My approach is simple:
If the gain is too large, first take back your principal, convert it into BTC, ETH; keep the remaining position until the late bull market.
If it keeps rising, I still have chips; if it suddenly drops, at least the principal and some profit are secured.
Don't always think about selling at the highest point.
What really matters in a bull market is not how much your account once earned, but how much you actually keep in the end.
#BTC冲高回落，市场轮动开始了吗？ #财报观察员：好市多Q4财报即将公布 #美股探索代币化与全天候交易 To be blunt: $SOL +2.11% is called strong, then what should $BTC's +0.50% be called? Rock solid? $SOL current price 117.26, 24-hour range 112.40 ~ 118.39, position at the 79.5% percentile. Up 0.52% in the past two hours, among eight 15-minute candlesticks there are 3 bullish and 4 bearish — a tug of war between bulls and bears, no winner. Let's talk structure. $SOL is above the 15-minute MA20 at 117.179 and MA50 at 117.018, the two moving averages differ by 0.16 USD. What does this mean? It means no one is controlling it. Looking at the bigger timeframe: 1-hour MA20 is 0.99% below, 4-hour MA50 is 4.44% below, daily MA20 is 9.86% below. $SOL is indeed still on the bullish side at the daily level, I don't deny that. But please shift your focus to the daily range: $SOL daily range is 69.68 ~ 119.96, current price 117.26 is at the 94.4% percentile. To translate, it is already pressed against the upper boundary of the range, with the ceiling just 2.7 USD above. Reporting key levels unemotionally: $SOL resistance above at 117.47 (near the last 8 fifteen-minute highs), then up to 118.39 (24-hour high), the two are 0.78% apart. Support below 1 $ZEC Multi-Period Analysis
1. Daily Chart: MACD has no death cross, but there is a bearish divergence warning
- Price: New high reached 1680; MACD red bars are continuously shortening, DIF is turning flat, price hits new highs while indicators do not → Daily-level bearish divergence structure formed.
- RSI at 71.79, in a high range, upward momentum is weakening, not an immediate sharp drop, but insufficient upward strength, likely to enter a large-scale consolidation.
2. 4-Hour Chart: MACD death cross, indicating a correction phase
4-hour DIF has crossed below DEA, death cross state, falling back from the 1680 high, currently oscillating within a range.
Range: lower boundary 1456, upper boundary 1575-1600.
3. 1-Hour & 15-Minute Charts: Short-term oscillation recovery
1-hour MACD golden cross, 15-minute chart oscillates sideways between 1523~1575, representing a rebound repair after a decline, a secondary rebound, not a new main upward wave.
4. Can it break through 1600?
- ✅ Optimistic scenario (breakthrough 1600): Volume increases and stabilizes above 1575, and the 4-hour close holds, then there is a chance to challenge 1600 and test the previous high of 1680.
Prerequisite: BTC market sentiment remains stable, privacy coin sector collectively gains strength; even if it breaks through, due to daily bearish divergence, it is likely a false breakout with a spike and drop.
- ⚠️ Pessimistic scenario (failure to break through): Current 1575 is strong resistance, repeated failure to break, 4-hour chart weakens again, will retest the bottom of the range at 1456.
Key Watch Levels
1. Resistance: first resistance 1575; strong resistance 1600; extreme high 1680
2. Support: short-term support 1528; strong support 1456 (range bottom line, breaking this destroys the current upward structure)
Summary
Daily chart shows bearish divergence (this is core), signaling late-stage bullish momentum, indicating weakening upward drive; but MACD death cross has not yet formed, so trend has not reversed for now.
There is a chance to reach 1600, but even if it does, it is very likely a false breakout with a spike and fall, not suitable for chasing longs.
Conservative approach: If going long, wait for a pullback to 1528 to stabilize and test positions; if 1456 breaks, abandon long positions.$ZEC is undoubtedly the leader in this round of the privacy coin sector. The narrative logic includes the main privacy coin theme + ETF compliance implementation + technical security fixes + institutional capital entry, which adds fuel to the fire, maintaining the upward momentum. For such a coin that is far ahead of the pack, using price action analysis is superior to Chan theory. The drawback of Chan theory lies in the secondary buy and other pullbacks, but after $ZEC broke through $500, there has basically been no daily-level pullback. A sigh of relief!!!! Finally, one last thing: the daily-level sell signal has not yet appeared, so continue holding and wait for the sell signal to emerge. $BTC I'm making a bet: if 84112 doesn't hold, it will drop to 83000; if it holds, it will rebound to 85000. The current price is 84242.6, resistance at 84931, support at 84112, leaning bearish. I previously lost 200,000U because I gambled on direction without setting stop-losses. Now I've learned: open a small position of 5000U, never hold a position without stop-loss. Trading plan: if it breaks below 84112, lightly short with stop-loss at 84400, target 83500-83000; if 84112 stabilizes, lightly try long with stop-loss at 83900, target 84900. Enter only if risk-reward ratio is at least 2:1; if not, stay out. Do you think 84112 can hold? $ #Muse加速扩张，MetaAI投入或迎来变现 [Pharaoh's Market Watch]
Long-term US Treasury yields have surged again. Is this time going to wipe out all risk assets?
Pharaoh states directly that the 10-year US Treasury yield hit 5.14%, and the 30-year broke through 5.44%, both reaching the highest levels since 2007. What's worse is that the nature of this rise has changed — previously, the market expected Fed rate hikes to push yields up, which was a "benign normalization"; now about half of the increase comes from an expansion in term premium!
Why can't it be contained? Three things exploded simultaneously. First, US federal debt surpassed 40 trillion, with interest payments this fiscal year approaching 1.2 trillion, exceeding defense spending. Bonds issued during the low-interest era are maturing intensively, refinancing costs have directly doubled. Second, AI giants are also competing for funds; tech companies issued about 194 billion in bonds this year, up 79% year-over-year, competing for capital in the same pool as the government. Third, oil prices surged past $100, inflation expectations remain high, and four Fed officials collectively turned hawkish, with the probability of a rate hike in October reaching about 75%.
What does this mean for BTC? The risk-free rate has risen above 5%, making the cost of holding zero-yield assets too high. BTC was hammered from 87,000 down to around 83,000; it's not that BTC isn't trying, but funds are being sucked into US Treasuries. Resistance is between 85,000 and 86,000, support between 82,000 and 83,000.
Pharaoh's bottom line: As long as the fire in the bond market doesn't die down, BTC can only look for opportunities in the cracks. $BTC $ETH $ZEC #美债长端利率持续攀升，融资压力升温 I casually checked my $ONE strategy and found that the strategy automatically stopped after the price broke through the preset range. Yesterday, seeing $ONE weakening all the way, I opened two short strategies. However, since $ONE is quite volatile, a sudden surge is also possible, so I didn't fully load the position. Strategies can be executed, but risk control is more important. Don't chase, don't go all in, let the price play out first. #DailyOrbitBe cautious about the short-term effects brought by US-Japan intervention.
This morning I saw news reports that the Japanese Finance Minister expressed concern over the depreciation of the yen and is working hard to coordinate and communicate with the US. Essentially, it is because the government bond yields keep rising. Trump, who is unreliable, is probably also trying to find ways to suppress the rise in bond yields. In the long run, this will be fatal to high-valuation companies and may affect capital flows, increasing borrowing costs. Trump is a businessman and will always try to find a way to create a loophole to deceive the market. Moreover, US-Japan intervention can trick gold into short-term fluctuations, but bond yields cannot be fooled. I don't know if the current bond crisis is deliberately orchestrated by someone. If so, the risk of bank fund circulation is very high, affecting corporate investment.
Overall, if negotiations between the US and Iran bring oil prices down, or if there is yen intervention, bond yields may decline. However, I personally believe that the drop in oil prices is the top priority. Trump may devote some effort to this negotiation because if it goes badly, the midterm elections will really be in trouble. Currently, under the market's expectations of interest rate hikes, oil price fluctuations will have some short-term impact on the market. Everyone can pay attention to whether there will be yen intervention and oil price fluctuations today.
#美联储重启加息，BTC为何仍有韧性？ CORE: Roadshows around the world, implementation is always on the way
Many experienced traders on overseas X platforms recently discussed CORE, revealing the illusions many have.
They said:
What you see is the CORE team flying to the US to negotiate banking business, standing at KBW Korea Blockchain Week, a screen full of grand BTC-Fi narratives, SatPay, native BTC staking—it sounds like the ultimate story of the Bitcoin ecosystem.
But beneath the surface, overseas bearish KOLs only recognize one thing: all negotiations are intentions, all products are still in testing, and all cash flow exists only in PPTs and Twitter posts.
Many convince themselves with the uniqueness of the track: this is the only financial layer for BTC, with no competitors in the field.
The overseas bloggers’ sharp retort: no matter how grand the narrative, if it cannot be converted into real on-chain revenue, it will always be just a story.
Roadshows, bank visits, offline exhibitions are essentially business PR.
Meetings ≠ signing contracts, beta testing ≠ official launch, roadmap promises ≠ stable cash flow.
The overseas community repeatedly mentions a hidden risk: the selling pressure from continuous token unlocking, which always hangs over the market.
No matter how attractive the BTC-Fi story is, the continuous unlocking of tokens will keep diluting the buying power.
Many long-term believers’ logic: wait for institutional funds to enter, wait for bank cooperation to materialize, then the market will explode.
Institutions look at projects, and the first thing they check is not the narrative but verifiable real income, stable product data, and compliant qualifications that can be implemented.
#美联储重启加息，BTC为何仍有韧性？ $BTC current price is 84,262, up +0.50% in 24 hours, positioned at 68.0% within the 24-hour range of 82,812 ~ 84,931. On the 15-minute chart, 4 of the last 6 candlesticks are bullish — buying pressure continues. Let's first discuss the short-term structure. On the 15-minute level, $BTC is below MA20 (84,408) and MA50 (84,367), with both moving averages converging, indicating a sideways consolidation awaiting a breakout. The 2-hour range is 77,377 ~ 87,374, with the current price at 68.8% of this range; the 2-hour MA20 is 84,162, and the price is 0.12% above it (2-hour timeframe). The daily chart shows a complete bullish structure: $BTC's MA20 is at 80,041, with the price 5.27% above it; the daily range is 57,750 ~ 87,374, positioned at 89.5%. Key levels are as follows: Resistance above $BTC is at 84,450 (near the last 8 highs on the 15-minute chart), then 84,408 (15-minute MA20). Support below is at 84,020 (near the last 8 lows on the 15-minute chart); breaking this level points to 82,812 — the 24-hour low. Funding rate: 0.0067%, very mild, with no obvious leverage increase on the contract side. [$BTC View] Consolidation (short-term 12-24 hours) [Basis] Does a bullish moving average alignment always mean you should chase longs? Not necessarily; the key is to look at the "distance" between the price and the moving averages.
Take $QNT as an example: the current price is 96.9, MA5=91.96 is clearly above MA20=84.49, indicating a healthy trend structure. However, the price has already surged near the upper Bollinger Band at 98.92, and the RSI is as high as 89.7, which is a typical overbought zone. A healthy trend does not equal a healthy entry point—the moving averages tell you the direction, while RSI and Bollinger Bands tell you the position. Combining both forms a reusable market analysis framework: when the trend is upward, only reduce positions near the upper band or buy back on pullbacks to the moving average, rather than chasing highs at the peak of market sentiment.
It is worth noting that the funding rate is -0.0045%, meaning shorts are still paying fees, indicating that bullish sentiment has not yet become extremely crowded. This subtly offsets the Fear & Greed Index at 71 (Greed), implying there is still momentum after the sharp rise, but the risk-reward ratio for chasing highs is already poor.
In terms of operation, I tend to be bullish but do not chase highs. I wait for a pullback near MA5 around 91.5–93.5 to enter in batches. This range is also close to the upper edge of the Bollinger middle band, representing a balance point between trend and valuation. Take profit 1 is at 98.9, the resistance at the upper Bollinger Band; take profit 2 is at 105.5, the measured extension target after breaking above the upper band. Stop loss is set at 87.8; if it breaks below MA20 and the previous dense trading area, the bullish structure fails.
Also watching: $XLM, $BROCCOLI714.Er Gou仔 carefully studied the $SOL broken market, and it's truly a tale of two extremes.
First, the "ice" side. Solana's meme coin ecosystem evaporated $250 million in 24 hours, with retail investors' losses piling up like mountains. Big whales on Bitfinex are all closing long positions and fleeing. Some even complain that SOL's testnet TPS is only 16; Er Gou laughed, saying this speed isn't even as fast as his second-hand electric bike starting up.
Now, the "fire" side. Tether directly transferred $500 million USDT through Solana to Binance, bypassing Ethereum! The SOL spot ETF saw a net inflow of $14 million in one day, with daily active users surpassing 8 million. Not to mention the Alpenglow upgrade going live, confirming times are expected to shorten to 150 milliseconds.
Er Gou is now in an extremely abstract state of mental schizophrenia. On one hand, thinking with centralization and whales fleeing, why would it rise? On the other hand, watching ETF inflows and Tether transfers, it feels like the dog whales are about to crush the shorts on the ground at any moment.
This market is like a toxic girl giving you a "nice guy" card—telling you to leave while holding your hand, begging you not to go. 先说结论：做交易，尤其是日内短线，压根就没有“补仓”这回事。 很多人一听这话可能觉得太绝对了。亏了不补仓，那不是干等着亏更多吗？别急，往下看。 1. 补仓到底是啥？说白了就是不服气 你买入之后，价格跌了，账面上是亏的。这时候你选择再买一点，想把平均成本拉低，等反弹一点就能回本——这就是补仓。 但问题来了：你在浮亏的时候加仓，本质上就是在逆着市场方向硬扛。市场正在告诉你“你判断错了”，你非但不认，还往里加钱，想证明自己没错。 2. 为什么补仓越补越惨？ 补仓表面上拉低了成本，实际上是在给自己挖坑： 第一，仓位越来越重。 你本来是轻仓，亏了补一点，再亏再补，仓位从轻到重。本来你能扛300点的波动，补完仓之后可能再跌150点就被强制平仓了。容错空间直接被压缩了一半。 第二，亏损速度翻倍。 原来你持有一手，跌1个点亏一份钱；补完仓变成两手，跌1个点亏两份钱。你想着“反弹一点就回本”，但市场继续跌的话，亏损是翻着倍往上走的。 第三，资金被锁死。 钱全填进去了，就算后面有好的机会，你也没子弹了。想割肉又舍不得，不割又走不了，整个人被这笔单子绑死。 有人说“我就补一次，控制好仓位不就行了”。但现实是72 has been stuck all week, not moving at all
The 30-day average is only 66, but these 7 days stubbornly hold at 72.
Current position: Greed zone, but no upward surge.
Both yesterday and today are at 72, no more rise.
Who holds the advantage: Bulls have the edge, but their dominance is too quiet.
Looking back, the 7-day average and the current day completely overlap.
This indicates the sentiment is neutral, not pushing upward.
After staying neutral for so long, short-term positions are most vulnerable to a sudden sharp drop.
My position is still long, with stop loss set below.
Excitement aside, the principal of a five-guarantee household can't withstand a second sharp drop.
#美联储重启加息，BTC为何仍有韧性？ $ZEC $BTC Let's review this round of the market.
This year, Bitcoin hit a low of 57,750, then entered a sideways consolidation for over two months, followed by prolonged oscillation around the 63,000–70,000 range.
What’s truly noteworthy is that there were three clear rallies accompanied by increased trading volume:
The first round, rising from 63,000 to 81,200;
The second round, pushing again from 75,000 up to 82,100;
The third round, which is the most recent wave, breaking through around 80,000 and reaching a high near 87,300.
Looking at the overall structure, 57,750, after long-term oscillation and multiple market tests, can now be regarded as a very important bottom support area this year.
However, I still won’t rush to conclude that the bull market has returned.
What truly deserves attention right now is the 80,000 level.
After three consecutive upward pushes, 80,000 has gradually shifted from a previous resistance zone to a key level that the market needs to reconfirm.
The focus going forward is not guessing the top, but whether 80,000 can hold firm and whether subsequent pullbacks can be defended.
Holding above means the upward structure continues;
Losing it means we need to reassess the validity of this breakout.
So at this stage, 57,750 is the bottom to watch, and 80,000 is the strength indicator.
These two levels are the key coordinates for understanding the structure of this market cycle.$ONE
All in all, I held this position for a full week — actually, a little more than 7 days.
Today, I finally closed the position.
To be honest, my initial position was very small. Every time $ONE reached my psychological entry level, I kept adding a little more.
Two days later, I checked my PnL and was completely stunned.
The price hadn't moved much, but my “realized profit” had already eaten away nearly half of the position I had built.
#DailyOrbit $SOL is fluctuating around $116.8, retesting the 116-117 zone - the old resistance now acting as support on both H1 and D1 timeframes. 📌 Technical: D1: correction back to the breakout zone after testing the $121 peak H1: the 116-117 zone has held twice this week 📌 Upcoming catalyst: Alpenglow upgrade expected on 9/28 - major consensus upgrade Staking rate reached ATH 69.3%, reducing circulating supply ZetaChain chooses to migrate its ecosystem to Solana The 113-114 zone is strong support below if 116-117 does not hold. ⚠️ Not financial advice If the relevant regulations are ultimately implemented, stablecoin issuance may no longer be solely the business of crypto-native companies, but will gradually become a financial product that banks can offer alongside traditional deposit services. What is truly worth paying attention to is: when licensed banks are able to issue stablecoins and rely on stronger regulatory frameworks, capital systems, and bank balance sheets, how will non-bank issuers like USDT and USDC face competition in the future? This could further impact stablecoin market share, liquidity entry points, and the overall capital settlement methods in the crypto market. $BTC may benefit from increased participation by traditional finance, while $ETH is worth watching for its role as the foundation for stablecoins and on-chain settlement infrastructure. #Stablecoin #BTC #ETH #Crypto