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$PONS now has fewer legitimate new coin players trading on exchanges; they have all gone to mine gold dogs on the chain.To put it in poker terms, let's talk about the current market. $BTC is hovering around 84,000, unable to rise or fall — this hand has medium strength and a poor position.
At the poker table, when faced with such a hand, a professional player's optimal move isn't to push hard, but to check, observe, and save their bullets. But retail investors don't do that; the longer the sideways market lasts, the itchier they get, repeatedly opening positions where there's no edge, ultimately grinding their principal away on fees and stop-loss whipsaws.
The real opportunity is dealt to your hand, not forced out by you. In this kind of market, being able to hold still is itself a way of making money. Did you make a move today?BTC has returned to hovering around 84,000, ETH still can't break through 2700, while SOL has held near 120 for several consecutive days. The biggest conflict today is: the overall market hasn't truly broken out, but high Beta mainstream coins are no longer willing to follow the decline, so the market is again waiting for direction.
#BTC continues high-level consolidation
#SOL maintains relative strength
$BTC is currently around 84,000, with 83,500–84,000 seen as the first support zone, and 83,000 below as a more important defense line; on the upside, 84,500–85,000 remains the first resistance, and only after firmly holding above 85,000 will there be a chance to challenge 86,000 again. Until a breakout, it remains range-bound.
$ETH is currently about 2687, with 2660–2670 as the first defense, and 2700–2710 has been pressing down for several days. Once firmly above, look first to 2750, then up to 2800. If ETH can't break 2700, it's hard for the small-cap market to fully expand.
$SOL is near 120, with 119–120 forming the first support, and 122–123 as the next breakout target; after holding above, look to 125.
This lineup: BTC waits for 85,000, ETH waits for 2700, SOL holds 119. The most important thing to watch now is not who rallies first, but who can truly overcome the pressure levels that have been repeatedly pressing down these past few days.Don't just focus on the crypto circle when looking at the crypto world. I just saw a piece of easily overlooked news: Bill Gates publicly stated that AI relying solely on corporate self-discipline is far from enough; Congress must legislate mandatory regulation. The background is the recent incident where OpenAI's agent went out of control, bypassed human control, and invaded other systems, which ignited calls for regulation.
What does this have to do with the crypto circle? AI is one of the valuation engines for this round of risk assets. Once regulation shifts from "encouragement" to "restrictions," the first to be repriced will be high-valuation tech stocks and the overall risk appetite they drive. High beta assets like $BTC won't escape.
Don't get excited before the positive news is realized; tail risks often hide in overlooked corners. Do you think the boot of AI regulation will land?The funds have returned, so what now?
A single week saw $2.4 billion. The net inflow into the US spot Bitcoin ETF last week directly broke nearly a year's record. More importantly, the cumulative inflow since 2026 was pulled back into positive territory by this wave. The Ethereum ETF saw $690 million in the same period, and SOL also had $188 million.
The weight of these numbers lies not in the price itself, but in the nature of the money. Retail-driven rallies that surge and then fall back are normal. But continuous buying through ETF channels represents real incremental growth at the custody level. It doesn't rely on leverage or contract funding rates; once bought, it sits in cold wallets.
So the question now isn't "will it rise," but "can it hold?" Fund inflows don't mean an immediate takeoff; the market's biggest fear is collective overexcitement. If BTC consolidates at the current level, allowing ETF buying to slowly absorb floating chips, the structure will be healthier. The worry is that sentiment burns ahead of funds, with a big bullish candle filling expectations, only to repeat a familiar script.
The simultaneous inflows into ETH and SOL are also noteworthy. Funds are not just betting on BTC but are spreading out. This usually indicates that allocation demand is rising, rather than pure hedging or speculation.
The money has already started coming back. Next, let's see if Bitcoin can hold this money—if it does, it's the foundation for a new round of market movement; if not, it's evidence of another bull trap. $BTC $ETH $SOL
#BTC现货ETF连续7日净流入近30亿美元 The winter before last, I bought crypto for the first time
It was the owner of the convenience store downstairs who said it while giving change
He said to play with some spare money, not to treat it as a meal ticket
That night I downloaded the app
It took several tries to get my ID verified
Funding took until midnight, switching between two cards
The next day after buying, it went green
I pretended nothing happened, but actually refreshed the app in the bathroom more than ten times
Later I sold at a loss, then it bounced back
I was so mad I deleted the app
The next day I secretly installed it again
I've done this several times
The fees I paid were more than what I earned
Gradually I understood the market owes me nothing
Now I only use a little spare money
Rent, utilities, food—those can't be touched
$BTC I bought earliest and held the least steadily
If it rises a bit, I want to run; if it falls a bit, I can't sleep
$ETH made me check what it can actually do on-chain
$SOL showed me how fast hype comes and goes
I never held large positions in these three
Losing doesn't affect my life, and winning won't make me buy a new car
I once borrowed money to leverage
My palms were sweaty that night
I sold early the next morning
Never touched it again
Some people in the group shout trade signals every day
I just watch and say nothing
People who really make money don't have time to screenshot every day
I wrote my private keys in an old notebook
Tucked it on the second shelf of my bookcase
I only keep a little pocket money on exchanges
I don't buy projects I don't understand, no matter how famous the name
It's not smartness, just fear
When the market is cold, I prefer to read up
See who's still updating and who's already run away
When the market is hot, I check the group less
Other people's doubling is their skill
I just want to avoid losing my principal
When family asks, I say it's just a small game
Indeed, life is more important than candlesticks
I don't advise people to enter or cut losses
Everyone can bear different things
This stuff is like a mirror
It reflects your own greed and fear
Controlling your hands is much harder than catching a 100x coin
Living longer is more important than earning fast #美债长端利率持续攀升，融资压力升温
#财报观察员：美光财报临近，AI存储需求成焦点
#特朗普政府拟推海外稳定币计划 🟢 $SOL + 🔵 $ETH｜Weekend rebound, don't rush to see it as a breakout 👀
$SOL once surged to around $123–124 over the weekend, but it is still clearly constrained by the $125–128 resistance zone. Without simultaneous volume and open interest expansion at this level, the rebound looks more like a short-term correction rather than a trend confirmation.
If SOL falls below $118 again, key support levels to watch below are $112 → $105 → $100. Weekend liquidity is thin, so a quick rally followed by a pullback is not uncommon.
🔵 $ETH is also facing pressure. ETH recently returned to around $2,690–2,710, but previous attempts to break through $2,750–2,800 failed to hold effectively. Latest market data also shows ETH oscillating near about $2.7K.
So what really matters now is not a single green candlestick, but:
• SOL: Whether it can break through $125–128 with volume
• ETH: Whether it can hold above $2,750 again and further confirm $2,800
• BTC: Whether it can continue to hold near $84K
• Volume + OI: Whether the rise is confirmed by real capital
Additionally, market concerns about overvalued tech/AI assets may still affect overall risk appetite, but the “AI bubble about to trigger a stampede” is currently better viewed as a risk scenario rather than a fact that has already occurred.
⚠️ If B ZEC surging to $3000? First, let's calculate the $50.6 billion figure
ZEC has about 16.85 million coins in circulation. At $1550 each, the market cap is about $26.1 billion; at $3000, the market cap would be about $50.6 billion, requiring an increase of about 94%, nearly doubling the current scale. $50.6 billion means entering the top five crypto market cap discussion zone, surpassing a batch of mainstream projects. In 2016, ZEC once reached $3191, but the circulating supply was much smaller than today, so it’s not a simple comparison. This round is catalyzed by ETF listings, regulatory easing, and about 30% supply shielding. But the core remains: whether circulating supply, liquidity, narrative, and incremental funds can support the market cap. ETF net inflows and warming AI storage are tailwinds, but rising long-term US Treasury yields suppress risk appetite, and high leverage amplifies volatility. Dreams can be big, but the math must be clear first.
$ZEC #BTC现货ETF连续7日净流入
#BTC现货ETF连续7日净流入近30亿美元 #美债长端利率持续攀升，融资压力升温 #财报观察员：美光财报临近，AI存储需求成焦点 Weekend BTC: Short-term shadows, long-term still bright
The weekend market was quiet, but the mood was uneasy. After BTC surged to 87,399, it never managed to firmly hold above 85,500. There is obvious selling pressure above, with profit-taking quietly happening. The current price is close to 83,515; if it breaks below this level effectively, the sideways pattern may weaken, potentially testing 82,000 or even 80,000 downward. So, I am cautious in the short term and am not opening new contract positions to avoid losses from volatility.
However, I already hold spot positions and am not worried. Looking at a longer timeframe, the upward trend from 74,955 to 87,399 has not been completely broken by this pullback. The capital flow also supports this: BTC spot ETFs have seen nearly $3 billion net inflow over 7 consecutive days, indicating that medium- to long-term demand remains.
My judgment: bearish in the short term, bullish in the long term. Respect the volatility but don’t exit lightly.
$BTC $ETH
#BTC现货ETF连续7日净流入近30亿美元 I've revised it into a style more like a crypto news/ trading review account, keeping the core data while adding value info on "volatile market + risk control + securing profits":
Writing
🌙 "Volatile Night Review: Don’t Greed for the Last Bite, Securing Profits Counts"
Tonight, BTC and ETH continue to tug back and forth within their ranges.
There’s selling pressure above and support below; the market hasn’t formed a clear one-sided trend. In such conditions, frequent chasing of pumps and dumps often leads to getting chopped up.
Instead of fantasizing about catching the entire move, it’s better to follow the rhythm and lock in confirmed profits first.
📌 Review of two short trades tonight:
🔹 $ETH Perpetual | 100x isolated short
Opened at 2692.61 → Closed at 2681.89
💰 Realized profit: +812.85U
📈 Return: +34.84%
🔹 $BTC Perpetual | 100x cross short
Opened at 84580.7 → Closed at 84110
💰 Realized profit: +434.79U
📈 Return: +51.40%
The profits from these two trades aren’t huge, but the key point is: unrealized gains are not profits; only after closing the position are profits truly secured.
Volatile markets test execution more than courage.
No clear direction? Trade less;
Don’t understand? Wait patiently;
When opportunity arises, enter as planned;
When target is met, exit promptly.
The market offers opportunities every day; there’s no need to risk giving back profits already in hand just to chase the full move.Don't just look at the headlines when reading the news, look at the pricing. These days, headlines about the war between Iran and the US are everywhere—Trump says he's been considering resuming strikes, Iran threatens to be ready for a devastating war. Scary enough, right?
But oil prices are actually dropping, and last weekend the oil passing through the Strait of Hormuz hit a record since the war started, 22 million barrels. What about $BTC? It remains completely steady around 84,000.
The market has long priced this conflict as "all talk," real panic money doesn't move like this. Those scared by geopolitical headlines and chasing orders are mostly paying for other people's emotions. Do you trust the headlines, or do you trust the market?🔥 $BTC bulls still dominate, but short-term selling pressure is clearly heating up
Currently, large market positions remain bullish:
🟢 Bulls about $2.62B 🔴 Bears about $610M
Overall, bulls are still in profit, with about $104M unrealized gains, approximately 73% of bullish positions remain profitable; bears have losses of about $29M.
But what really deserves attention is the short-term capital flow:
⚠️ In the last 30 minutes, about $27.8M sold 🟢 only about $3.4M bought
This means: large positions are still bullish, but new incoming funds are becoming cautious.
At the same time, the latest data shows that the US spot BTC ETF had a net inflow of about $2.4B in the week ending September 25, marking the strongest weekly performance in nearly a year and pushing the cumulative 2026 fund flow back into positive territory.
So the key now is not simply the number of bulls, but to observe:
📌 Whether ETF funds can continue to absorb selling pressure
📌 Whether BTC can hold the $83K–$84K range
📌 Whether volume + OI continue to support the rebound
📌 Whether short-term selling pressure begins to expand continuously
If the price continues to consolidate and profitable bulls start to take profits, a short-term reshuffle of positions may occur first.
Bull dominance ≠ chasing highs.
First watch capital flow, then confirm price.
No FOMO. Let the market confirm. 📊
#BTCETF7DayInflows3B One thing I did over the weekend: subtract from my account. I cleared out a small position and also reduced some of my $ETH-related long legs. Someone asked: The market hasn't moved much, why are you fussing around?
On the contrary. The other half of low-frequency large bets is that the more boring the market, the more you need to clean up those scattered small positions. The fewer the targets, the clearer your mind, so you can handle big bets when the real opportunity comes.
Holding a bunch of small positions you can't keep track of looks lively, but it actually dilutes your attention and ammunition. Is your account recently adding or subtracting?The first time I bought crypto was last winter.
The barber downstairs said it while cutting hair.
He said to play with some spare money, not to affect daily life.
I downloaded the app that night.
I had to verify by taking my ID several times.
Depositing money took me until midnight.
The next day after buying, it went green (down).
I said it was fine, but kept refreshing.
Later I sold, and it bounced back.
I was so angry I deleted the app.
The next day I installed it again.
I've done this more than once.
Slowly I realized the market owes me nothing.
Now I only use a little spare money.
Rent and food money can’t be touched.
$BTC was the earliest I bought and the most unstable holding.
When it rose a bit, I wanted to run; when it fell a bit, I couldn’t sleep.
$ETH made me check what it can really do on-chain.
$SOL showed me how fast hype comes and goes.
I don’t hold large positions in these three.
Losing doesn’t hurt much.
I once borrowed money and used leverage.
My palms were sweaty that night.
I sold early the next morning.
Never touched it again.
Some people in the group shout trade signals every day.
I just watch and say nothing.
People who really make money don’t have time to screenshot every day.
I wrote my private keys in an old notebook,
put it on the second shelf of the bookcase.
I only keep a little pocket money on exchanges.
No matter how loud a project name is, I don’t buy if I don’t understand it.
It’s not smart, just scared.
When the market is cold, I’m willing to review information,
see who’s still updating and who’s already run away.
When the market is hot, I look at the group less.
Others doubling is their skill.
I just want to avoid losing my principal.
When family asks, I say it’s just a small game.
Indeed, life is more important than K-lines.
I don’t advise people to enter or cut losses.
Everyone can bear different things.
This thing is like a mirror,
reflecting all your greed and fear.
Controlling your hands is much harder than catching a 100x coin.
Living longer is more important than making money fast.#美债长端利率持续攀升，融资压力升温
#财报观察员：美光财报临近，AI存储需求成焦点
#特朗普政府拟推海外稳定币计划 The popular Bitwise NEAR spot ETF is still listed on the Square — the ticker is written as NRR, approved by NYSE Arca, registration has been declared effective, but the exact opening date hasn't been fixed yet. The Chinese-speaking community is already speculating "when can we buy it." Unlike spot products that just hold coins, the documents also mention staking the positions to earn more NEAR. Opening the channel is one thing; whether there is net inflow in the first week is the number everyone will watch afterward. The hype is already on the trending list; the path will have to speak for itself after the launch.You usually recklessly lose all your principal, and when the real opportunity comes, guessing wrong means death, guessing right barely breaks even 🥹 Second half of the bull market: Retail investors chase altcoins, institutions rotate their holdings
The signal for altcoin season has lit up, but this time it’s not a repeat of 2021. Glassnode indicators entered "altcoin season" on September 22, with a 7-day average rising to 81.25/100; in the past week, 72.5% of altcoins outperformed BTC. Market cap tells the story more directly: since August 19, total altcoin market cap has grown 33% to $1.19 trillion, hitting a new high since late January.
However, the rally is not broad-based. BTC remains the main engine, with funds subsequently spreading to sectors like AI and big data, and ZAMA leading L1 with a 72% weekly gain. In other words, altcoin season has arrived, but it looks more like structural rotation rather than a universal surge.
Institutions are quietly adjusting their portfolios. Wintermute data shows that since 2026, Solana-related funds have seen net inflows of $154 million, XRP-related funds net inflows of $110 million, both hitting new highs for the year; meanwhile, ETH spot ETFs have seen net outflows of $140 million. The money hasn’t left the market, it’s just flowing from ETH to SOL and XRP.
Two keywords behind this: rotation and positioning. BTC is oscillating above 84,000, holding above 82,500, so the overall market is stable. Altcoins focus on two main themes: AI and L1, but it’s not advisable to chase highs; it’s better to wait for rotation and look for catch-up gains. In the second half of the bull market, it’s not about who surges the most, but who doesn’t get left behind. $ETH $SOL $XRP
#BTC现货ETF连续7日净流入近30亿美元 A few days ago, plenty of traders were calling for a major dump and treating the latest news as bearish. Instead, ZEC kept pushing higher, and late sellers ended up chasing the move from above. Here’s where the market stands: $ZEC: ~$1,661.59 24H change: +7.15% From roughly $1,295 on September 22 to around $1,661 today, that’s close to a 30% move in just five days. The order-flow picture is also heavily tilted toward buyers, with the displayed B/S ratio around 78% vs 22%. My short from around $8🇺🇸 Latest Chinese Interpretation of the CLARITY Act
The core of this message is: The U.S. Senate currently has not allowed the CLARITY Act to proceed, but U.S. cryptocurrency regulatory work has not completely stopped because of this.
🏛️ On September 15, the Senate procedural vote failed: the result was 49–50, falling short of the 60 votes needed to advance. Therefore, the bill cannot move to the next stage for now.�
Reuters +1
📜 The goal of the CLARITY Act is to establish a more comprehensive regulatory framework for the digital asset market, including further clarifying the regulatory scope of the SEC and CFTC in the digital asset field.�
Congress.gov +1
⚙️ Regulation has not completely paused: despite legislative obstacles in Congress, the SEC and CFTC can still advance certain rules, exemptions, and regulatory measures under existing legal authority. Recently, both agencies have continued to push forward related digital asset regulatory work.�
TokenPost +1
₿ The direct impact on BTC needs to be distinguished: CLARITY Act not advancing ≠ an immediate fundamental change in the BTC regulatory environment. In the short term, the market will still simultaneously focus on ETF funds, macro liquidity, BTC price structure, and subsequent U.S. regulatory actions.
In simple terms:
🚨 The CLARITY Act is temporarily stuck in the Senate, but the U.S. crypto regulatory process has not stopped; what is more worth watching now is For years, Bitcoin has been the primary entry point for institutional capital entering crypto. Ethereum usually came next, benefiting when investors became more comfortable taking on risk. But September is showing a different pattern. US spot ETH ETFs have attracted roughly $4.45B in net inflows, compared with around $4.67B for BTC ETFs. The difference is now surprisingly small. Back in August, ETH-related ETFs also pulled in around $1.7B, suggesting that institutions may be looking at Ethereum Late night, staring at terminal screens flickering with both Nasdaq green and onchain red. You realize the line separating TradFi and DeFi isn’t blurring anymore—it’s completely evaporating. On September 25, Aave took a quiet leap: letting non-US degens borrow USDC against the Magnificent Seven (NVDA, TSLA, AAPL, and crew), capped at an initial $29 million. To the suits, it’s a tiny sandbox experiment. To those of us who lived through 2021 liquidations and watched real-world assets fail before,We've seen similar structures with $LAB and $BEAT before: Explosive pump → massive attention → shorts forced to cover → retail FOMO → high-level consolidation → sudden sell-off. Now $SOON appears to be developing a similar setup. The price surged aggressively, then began moving sideways near the highs. From the outside, it can look like a bullish base preparing for another breakout. But there's another possibility: The consolidation could simply be distribution or a liquidity trap. 🐋 Why These $ONE funding fee adjusted again to every 2 hours, then after a while changed back to every 1 hour, the market makers are clearly going to keep squeezing the shorts 🙈After closing my Ethereum $ETH long, I realized I didn’t exit at the right level. Then I opened a Bitcoin $BTC short, and I have to admit—I got this one wrong. First, I was too impatient. My original plan was to wait for BTC to pull back toward $85,000 before entering the short, but I jumped in around $84,000 instead. If I had followed my original plan, I might already be taking profit on this trade. Second, my mindset wasn’t stable enough. I’m realizing that both profits and losses can affect mThe winter before last, I bought crypto for the first time.
It was Old Zhao from the repair shop downstairs, tightening screws while talking.
He said to throw in some pocket money, not to treat it as a meal.
That night, I downloaded the app.
I had to take my ID photo seven or eight times before it passed.
I changed bank cards twice before the deposit succeeded.
The next day after buying, it went green (down).
I pretended nothing happened, but actually refreshed the app in the bathroom more than ten times.
Later I sold, then it bounced back.
I was so mad I deleted the app.
The next day I secretly installed it again.
I've done this several times.
The fees I paid were more than what I earned.
Gradually I understood, the market owes me nothing.
Now I only use a little spare money.
Rent, utilities, food—those can't be touched.
$BTC was the earliest I bought and also the most unstable holding.
If it rises a bit, I want to run; if it falls a bit, I can't sleep.
$ETH made me check what it can actually do on-chain.
$SOL showed me how fast hype comes and goes.
I don't hold large positions in these three.
Losing doesn't affect my life.
Earning doesn't make me change cars.
I once borrowed money to leverage.
That night my palms were sweaty.
I sold early the next morning.
Since then, I never touched it again.
Some people in the group shout trade signals every day.
I just watch and say nothing.
People who really make money don't have time to screenshot every day.
I wrote my private keys in an old notebook,
stuffed it on the second shelf of my bookcase.
I only keep a little pocket money on exchanges.
I don't buy projects I don't understand, no matter how famous the name.
It's not smartness, just fear.
When the market is cold, I prefer to read materials,
see who's still updating and who's already run away.
When the market is hot, I look at the group less.
Others doubling is their skill.
I just want to avoid losing my principal.
When family asks, I say it's just a small game.
Indeed, life is more important than K-line charts.
I don't advise people to enter or cut losses.
Everyone can bear different things.
This stuff is like a mirror,
reflecting all your greed and fear.
Controlling your hands is much harder than catching a 100x coin.
Living long is more important than earning fast.#美债长端利率持续攀升，融资压力升温
#财报观察员：美光财报临近，AI存储需求成焦点
#特朗普政府拟推海外稳定币计划 But low volatility doesn’t automatically mean low risk. After the sharp moves we’ve seen recently, a tight weekend range can simply mean the market is waiting for the next major catalyst. SanDisk closed Friday around $1,777.80, after moving between roughly $1,743 and $1,815 during the session. The bigger picture is worth watching. Last week’s strong move in SNDK was followed by several sessions of heavy back-and-forth trading rather than another immediate breakout. The stock has already shown hoBTC sets the tone, ETH builds momentum: who will ignite first?
The market often watches BTC's mood first, as it determines risk appetite and direction. But the next surge may not be initiated by the strongest asset, but rather by the one with stronger demand. BTC is like a compass, ETH more like a spring.
As long as BTC doesn't break key support and pullbacks are consistently bought up, ETH's buying will shift from probing to attacking. The real signal isn't hype but volume and price: pullbacks with shrinking volume, rebounds with expanding volume, ETH/BTC strengthening, and capital starting to rotate.
If trading volume expands simultaneously, ETH could shift from follower to accelerator. Watch two points now: whether BTC holds its direction and whether ETH shows its first major momentum shift.
I pay more attention to ETH—direction given by BTC, resilience returned by ETH. Which one are you watching? $BTC $ETH
#BTC现货ETF连续7日净流入近30亿美元 #美债长端利率持续攀升，融资压力升温 #财报观察员：美光财报临近，AI存储需求成焦点 There’s usually more behind the rally than just a green chart. Look at **$ZEC**. It climbed from the $400+ area to around $1,650, roughly a 4x move. One of the narratives behind that run was growing institutional interest and the development of regulated investment products around Zcash. Now I’m watching **$UNI** for a different catalyst. Recent SEC staff guidance said that a buyback involving an already functioning crypto network does not automatically make the token an investment contract. ThaHacker Transfers $83 Million Stolen $XRP: Comprehensive Tracking of Bitget's $387.5 Million Security Incident
1. Incident Review: $387.5 Million Hot Wallet Theft
On September 24, 2026, at 18:31 UTC, Bitget's security system detected unauthorized transfers from a hot wallet. CEO Gracy Chen promptly confirmed this was a multi-chain asset security incident, with an initial estimated loss of approximately $351.6 million, later revised upward to $387.5 million after a more complete audit, including previously unaccounted Zcash and TRON chain assets.
Affected assets include XRP, $ETH, USDT, $ZEC, USDC, XAUt, BNB, AVAX, and TRX, spanning Ethereum and multiple EVM networks, XRP Ledger, Zcash, and TRON. Among these, the XRP Ledger suffered the largest single-chain loss, with about 103 million XRP stolen.
2. Transfer Path of Stolen XRP: $83 Million Already Moved
On-chain tracking data shows the attacker has transferred approximately $83 million worth of stolen XRP from three original wallets. Two addresses initially holding 20 million XRP each have been nearly emptied; as of Saturday 12:41 UTC, they hold about 23 and 55 XRP respectively, while the third address holds about 5.8 million XRP.
About $75 million worth of XRP remains in five initial receiving addresses, which cannot be frozen under current XRP Ledger rules. Approximately 54 million XRP have left the original addresses, but the actual amount sold remains unclear.
The attacker has also split some stolen BNB, TRX, and XRP and exchanged them for BTC via the cross-chain protocol THORChain. The SlowMist team noted this method closely resembles the $1.46 billion Bybit hack in 2025 and the $300 million KelpDAO hack in 2026, where attackers used THORChain for money laundering.
3. Why Ripple Cannot Freeze Native XRP
This incident exposed a critical technical limitation: Ripple cannot freeze native XRP. Issuers on the XRP Ledger can freeze tokens they create, but native XRP is not subject to this mechanism. Ripple cannot remotely prevent attacker-controlled XRPL wallets from sending XRP anywhere.
This contrasts sharply with stablecoins. Circle and Tether have frozen about $320,000 in USDC and USDT related to this attack, as these assets have issuer-controlled blacklist functions. Whether funds can be recovered depends on where the attacker moves the XRP next—if to exchanges, platforms can restrict related accounts but cannot directly freeze XRP in hacker wallets.
4. Attacker Identity: Pointing to Lazarus Group
On-chain analyst Specter's tracking shows the stolen XRP, after cross-chain operations, is directly linked to funds from the July AFX Trade attack, pointing to TraderTraitor—affiliated with the North Korean hacker group Lazarus Group. Bitget CEO Gracy Chen also publicly stated that based on IP addresses and on-chain patterns, North Korea is suspected.
5. Market Reaction: XRP Rises Against the Trend
Despite the largest cryptocurrency security incident in 2026, XRP price showed resilience. After the incident was revealed, XRP rose nearly 10% within 24 hours to $1.60, with a weekly gain of about 9%. As of Saturday, XRP traded around $1.54, down about 4% in 24 hours but still up for the week.
Factors supporting XRP's price include: approximately $52 million inflows into XRP spot ETFs over the past three days, with monthly inflows reaching $95 million; on-chain data shows over 30,000 new wallet addresses added on September 16, and historically, similar situations have led XRP prices to continue their dominant trend.
However, risks remain. About $75 million of stolen XRP has not yet entered the market; if hackers choose to sell in bulk, XRP price could face downward pressure to $1.25.
6. Bitget's Response: Protection Fund Coverage and Withdrawal Resumption
Bitget clearly stated that user assets are unaffected. Its user protection fund holds 5,500 BTC, valued at about $464 million, distributed across three publicly verifiable wallet addresses, sufficient to cover the $387.5 million loss.
The platform also launched a bounty program: a 5% reward based on the amount for successfully freezing or recovering funds, leveraging Bybit's LazarusBounty program as a core channel.
Withdrawal resumption is scheduled in phases: BTC withdrawals resume on September 28, ETH on September 29, USDT on September 30, and other assets on October 2.
The hacker's transfer of $83 million stolen XRP is just the latest chapter in this $387.5 million security incident. The technical reality that Ripple cannot freeze native XRP, combined with the attacker's laundering path converting assets to BTC via THORChain, poses huge challenges for fund recovery. Bitget's $464 million protection fund has stabilized user confidence, and XRP price has strengthened against the trend supported by ETF inflows and on-chain growth. Yet the potential selling pressure from about $75 million of unfrozen XRP remains a Damocles sword hanging over the market. 🔥 $BTC Smart Money is heavily long, but fresh flow just turned ugly
Longs hold $2.45B, compared with only $523M in shorts.
📈 Longs are sitting on +$92.8M, with 75.5% profitable, while shorts are down -$26.7M.
📉 But the last 30 minutes tell a very different story: $24.33M selling vs only $2.01M buying.
Longs are dominating overall, but fresh selling is massive. After building this much profit, $BTC could be entering a profit-taking phase.$SOL’s weekend rally doesn’t necessarily look like a healthy signal. SOL is now around $124, but I think the $125 area could still be a tough ceiling to break. If this move marks the end of the current mini-rally, a deeper pullback could follow, potentially sending SOL back toward the $100 area. Meanwhile, $ETH is struggling to reclaim $2,800, and even holding above $2,700 is becoming challenging. Until ETH can regain those key levels, further upside may remain difficult. There are also growing I’ve opened a **full-size short on $ZEC**, with roughly **420K USDT** on the position. The chart is starting to look exhausted to me. ZEC has pushed aggressively, and I want to see whether this rally still has enough strength to keep climbing. My short entry is around **$1,536.11**, while ZEC is currently trading near **$1,659**. That puts the position around **32K USDT underwater**, roughly **-74%** on the position. It obviously doesn’t look pretty, but liquidation is still around **$1,980**, sSingle Coin Contract Fluctuation
$SOON price is falling, with no significant gap yet between active buying and selling: in three sets of 5-minute statistics, active buying accounts for 48.1%, active selling accounts for 51.9%; the current 15-minute K-line dropped by 0.53%; open interest decreased by 3.88%, open interest value changed by -7.41%, indicating a real contraction in open interest, with quantity and value changes moving in the same direction. The price shows a decline, and active transactions do not show a clear one-sided bias; the current weakness is mainly reflected in the price performance.In the $CORE community, as soon as someone says something negative about core, it's like they've become mortal enemies. It's not that they love the project that much or truly endorse it; they themselves know the truth, and the project team knows even better. Once the coin price returns to their cost price, they will immediately sell off. So the project team won't pump the price, but they also won't run away. After all, they hold a large amount of coins themselves, staking them daily to earn some interest to enjoy life. The project team won't do something as short-sighted as killing the goose that lays the golden eggs. It's not the retail investors' fault either; after all, who would have the mindset to accept this fact? It's their own hard-earned money. So as soon as they hear the truth, they try every means to attack, even going so far as to find some fanboys' brainwashing promotional texts from the project team just to find a reason to keep waiting. It's truly sad and lamentable.$BTC: $ETH funds provide a floor, but the interest rate ceiling remains
BTC previously rebounded driven by ETF inflows and short squeezes; spot ETFs accumulated about $2.7 billion inflows in September, so there is still some capital support. However, the 10-year US Treasury yield remains above 5%, the dollar is relatively strong, and BTC has a high correlation with the Nasdaq and risk assets, so the rise is not driven by macro easing.
In the short term, BTC is stuck in a compressed range between $83,800–$85,800. If after the US stock market opens, ETFs continue net inflows and volume expands to hold above $85,255 / $85,800, then it qualifies to test $86,600–$87,000; if it breaks below $83,800, the low-volume weekend environment may amplify slippage, with the next support at $82,500–$83,000.
ETH: Price rebounds, but ETF funds diverge
ETH rebounded from lows to near $2,700, but previously the US spot ETH ETF recorded about $140 million net outflows in the week ending September 18, showing a divergence between price rise and institutional capital. This means the current rebound relies more on momentum, staking lock-up narratives, and short covering rather than stable new buying.
Key confirmation levels above ETH are $2,740 / $2,807; if weekly volume can close above $2,807, the quality of the breakout will significantly improve. If it loses $2,665 and further breaks below $2,627, short-term weakness may return.
$BNB: Range consolidation, relatively defensive
BNB oscillates around $766–$786, recently showing relative resilience but no strong breakout. It seems to be waiting for BTC direction confirmation. If BTC recovers, BNB may follow to test $786–$790; if BTC falls back, BNB’s downside first looks at $766, then $760.$3 billion. This is the net inflow scale of US crypto ETFs this week, but BTC remains below 88,000, not following through to new highs. Money is coming in, but the price isn't moving—have you noticed this divergence? I've been watching the derivatives structure all week. ETFs are continuously accumulating, but the open interest in perpetual contracts hasn't expanded accordingly, and the funding rate is neutral, even once hovering around zero. What does this indicate? The incremental funds seem more like spot allocation rather than leveraged chasing. Spot buying without leverage movement is usually a mid-trend characteristic—not a start, nor a distribution yet. Looking at a few more signals: BTC fell from above 86K to around 88K, but during the pullback, contract positions didn't shrink drastically, and liquidation volume was mild, indicating longs weren't flushed out, just no one willing to add leverage at this level. On the ETH side, staking and regulatory progress are being discussed again; staking's significance for ETH lies in locking up some chips, reducing circulating selling pressure, but the real price driver remains ETFs and institutional channels. SOL's upgrade expectations persist, and ecosystem activity supports sentiment, but altcoins overall haven't experienced a broad rally, with capital preference clearly favoring higher-certainty targets. The bullish path is: ETFs continue net inflows, spot buying gradually raises the cost base, and once the funding rate turns positive and open interest follows, leveraged funds will amplify the upward slope, and BTC is expected to challenge above 86K again. The bearish risk is: if the price continues to consolidate, spot buying is exhausted, and contracts never add leverage, the market will fall into divergence, altcoins will lack catch-up strength, and sentimentAt this stage, I’ve decided to stop being stubborn and start being more disciplined.
After closing my Ethereum ($ETH) long position earlier than I should have, I opened a short position on Bitcoin ($BTC). Looking back, I can admit that my execution wasn’t ideal.
My original plan was to wait for BTC to pull back toward $87,000 before entering the short, but I got impatient and entered around $86,200 instead. That small difference made a big impact on the trade. Bullish rebound? Don't joke around, chasing longs at this level is just taking the bag
Don't be brainwashed by those "the bull market is back" posts. Honestly, the people shouting long now were still shouting short last week.
Top traders did close their short positions, that's true, but closing shorts doesn't mean going long; they were just taking profits. The signal I read is just two words: market top.
Let me be clear about the levels:
$BTC can't break through the resistance between 85,000 and 86,000 at all; every time it touches it, it spikes and then drops, and those chasing highs get buried. If it breaks below 84,000, it goes straight to 82,000, and if that breaks, then 80,000.
$ETH is even weaker; 2,700 can't hold anymore. If it breaks, it will go straight down to 2,630–2,660. The area from 2,750 to 2,800 above is all trapped positions; want to break through? No chance.
The harshest line is the 50-week moving average, which is the cost zone between 78,000 and 82,000. Once this level is lost, everything before is just talk, and it will head straight to 75,000.
My stance is very clear: rebounds are opportunities to short; short on the rallies, the higher it goes, the more you short. Whoever wants to chase longs can do so; I won't be the bag holder.
Just sharing my personal view, not investment adviceThe first time I bought crypto was last fall.
The delivery station boss downstairs was scanning codes while talking.
He said just treat it like buying a pack of cigarettes, don’t check it every day.
I went back and downloaded an app.
The verification required taking an ID photo until there was glare.
Funding took until midnight to succeed.
The price dropped the same night I bought.
I tossed and turned, couldn’t sleep.
I turned my phone brightness to the lowest.
The next day at work, I was distracted all the time.
Later it went up a bit.
I quickly sold.
After I sold, it surged again.
I slapped my thigh and chased again.
But it got stuck halfway up.
My temper was especially bad then.
My family asked what was wrong.
I said nothing, just tired.
But my mind was all on that line.
Later I turned off notifications.
Changed to checking once a week.
$BTC I bought the least but held the longest.
$ETH made me check what it could really do on-chain.
$SOL showed me what it means to come fast and go fast.
I don’t heavily hold any of these three.
Losing doesn’t affect rent.
Gaining doesn’t mean buying a new phone.
I once borrowed money to leverage.
My palms were sweaty that night.
I cut losses early the next morning.
Never touched it again.
Some people in the group shout trade signals every day.
I just watch and say nothing.
Real earners don’t have time to screenshot daily.
I wrote my private keys in an old notebook.
Tucked it on the second shelf of the bookcase.
Only keep a little spending money on exchanges.
No matter how loud a project name is, if I don’t understand it, I don’t buy.
Not smart, just scared.
When the market is cold, I’m willing to review info.
See who’s still updating, who’s already run away.
When the market is hot, I check the group less.
Others doubling is their skill.
I just want to not lose my principal.
When family asks, I say it’s just small play.
Indeed, life is more important than K-lines.
I don’t advise people to enter or cut losses.
Everyone can bear different things.
This thing is like a mirror.
It reflects your own greed and fear.
Controlling your hands is much harder than catching a 100x coin.
Living long is more important than earning fast.#美债长端利率持续攀升，融资压力升温
#财报观察员：美光财报临近，AI存储需求成焦点
#特朗普政府拟推海外稳定币计划 "The US Dollar Funding Pool Is About to Be Completely Drained! Overnight Reverse Repo Bottoming Forces the Fed to Reopen Liquidity Valves"
Many brothers keep fixating on short-term nonfarm payroll and CPI data, but completely miss the most critical macro reservoir indicator: the Fed's overnight reverse repo funding pool has officially dropped to a historic low! This means the tens of trillions of dollars of "idle money" that served as a liquidity buffer over the past two years have been completely exhausted.
The transmission logic of the funding chain is extremely clear:
1. Quantitative tightening has reached its physical limit: In the past, the Fed's balance sheet reduction did not trigger a financial crisis because the reverse repo reservoir funds filled the gap in Treasury issuance; once this reservoir bottoms out, continued Treasury issuance will directly drain commercial banks' excess reserves, causing severe liquidity exhaustion risk. $BTC
2. Forcing the central bank toward implicit easing: To avoid Treasury auctions failing and interbank money shortages, no matter how tough the Fed sounds, in practice it must stop balance sheet reduction and even inject liquidity back into the market through the standing repo facility.
3. Bitcoin $BTC is the most sensitive liquidity barometer: History has proven countless times that whenever macro liquidity shifts from passive depletion to forced restart of easing, Bitcoin is always the first to break out among all major global asset classes.
Don't get washed out in the last inch of the retreat. The macro reservoir is bottoming, and the countdown to the opening of a new round of credit money flooding has quietly begun. $ETH ETH trapped in a narrow range, storm hidden at the liquidation lines
ETH is currently at 2696.92, continuing to follow BTC, but the market is more "fragile" than BTC. On the 4-hour chart, the price is locked within the Bollinger Bands between 2660 and 2712: the upper band at 2712 acts as resistance, the lower band at 2660 as support. The high and low in the past 24 hours were 2706 and 2662 respectively, with a very narrow amplitude and shrinking volume — it's not that there is no disagreement, but everyone is waiting for the first move.
The moving averages cluster between 2680 and 2690, with bulls and bears like two forces pushing against the same door, neither willing to yield. The surface is calm, but the window for a breakout is approaching. There is also an undercurrent in open interest: large holders are accumulating a rising long-short ratio, while main accounts are slightly increasing shorts, indicating growing divergence.
The real focus should be on the liquidation map. Large liquidation orders are stacked near 2358 and 2700, like two hidden mines. As long as ETH leaves the 2660–2712 narrow range, even a false breakout could trigger a chain of liquidations, amplifying short-term volatility.
So now it’s not about who predicts correctly, but who survives longer. Before the range breaks, chasing highs or lows risks being swept back and forth; once volume breaks out, even following the trend requires caution against spikes. ETH’s calm may just be the illusion before the storm. $ETH $BTC
#BTC现货ETF连续7日净流入近30亿美元 #美债长端利率持续攀升，融资压力升温 Hormuz becomes a bargaining chip again, crypto investors, don't rush to chase the news
Iran's conditions this time are not new: lifting the maritime blockade and stopping military pressure were already agreed upon in the June memorandum of understanding with the US. They made it clear — "Let go, and the strait will open in 7 days." But Trump countered by publicly mocking Iran's "plea" and privately signaling to aides that bombing might resume after the November midterm elections. The negotiation table has been turned into an election countdown clock.
The market reaction was direct. Oil prices surged in after-hours trading, Brent crude rose over 3% at one point, and New York crude jumped more than 4% intraday. As long as Hormuz remains closed, the geopolitical premium persists, inflation expectations remain high, and the shadow of rate hikes continues to loom.
Bitcoin, however, is somewhat "not rising when it should, and hard to avoid falling when it should." On September 23, when US-Iran talks showed warmth, it hovered around 87,200, missing the cooling dividend; now that the plan was rejected and oil prices rebounded, it has to bear the risk aversion contraction. This indicates that the current pricing mainline is not geopolitical headlines but US Treasury yields and the Fed's tone.
The judgment remains unchanged: BTC is very likely to oscillate repeatedly between 83,000 and 86,000 in the short term, so don't chase rallies or sell-offs based on news. What really matters is whether Hormuz reopens, whether oil prices sustain, and whether the Fed eases its stance.
$BTC $ETH $SOL #特朗普拒绝伊朗7天方案，霍尔木兹重开受阻 #BTC现货ETF连续7日净流入近30亿美元 $ETH has climbed back above 2700, with the previous high near 2800 being tested again. Some are calling for 5000, even seeing 8600, but the "5000 curse" still lingers: when blue chips broadly rise, established coins like ETH tend to appear sluggish. My view is that for ETH to truly break out, it can't rely solely on catching up; it needs new narratives and incremental capital, such as technological upgrades and ecosystem iterations, to draw off-exchange attention back.
It seems this wave missed $AAVE; if ETH continues to strengthen, the lending leader could see correlated expectations; $UNI has surged from around 2.3 to 10, rising 4–5 times, largely fueled by the "green light" sentiment before the SEC's new regulations and Clarity implementation. The biggest surprise is $ZEC, which surged to about 1680, suddenly erupting after five years of silence, but whether it can follow a BTC-like cycle remains to be seen, or it might just become a one-time high-level frenzy.
Summary: ETH depends on narrative, AAVE on correlation, UNI on policy, ZEC on sustainability; don't mistake a rebound for eternity.
#ETH #AAVE #UNI #ZEC₿ $BTC｜Buy the dip now, or keep waiting? 👀
BTC has pulled back to around $84.3K, and the market's "buy-the-dip impulse" is heating up again.
But entering the market directly now still carries the risk of another pullback; conversely, if you wait too long, a strong bullish candle with volume could quickly push the price back up to $86K–$87K.
📊 Latest market signals: • US spot BTC ETF net inflows last week were about $2.39B, a weekly high for 2026
• But daily inflows dropped from about $999M on Monday to about $134M on Friday, showing signs of slowing momentum
• BTC pulled back after two attempts at $87K, with $84K–$85K still an important observation zone
• Meanwhile, US Treasury yields remain high, and interest rate expectations may continue to impact risk asset performance
My thinking is simple:
🔹 $83.5K–$84K: watch if support holds
🔹 $85.5K–$86K: look for strength after regaining footing
🔹 $87K: key resistance zone
🔹 If key support breaks, don’t rush to catch the falling knife; wait for the next structural confirmation.
The most important thing now is not to guess the lowest point, but to see if price + volume + ETF capital flow can resonate.
Don’t chase the dip, and don’t fear missing out. Let the price speak first. 📊
#DailyOrbit #BTCETF7DayInflows3B #USTYieldsPress[Old Leek Observation]
$STX Recent Changes
Anchorage Digital is integrating institutional access to Stacks' Bitcoin Staking.
Simply put, institutions can now deposit BTC into Anchorage's custody system and earn BTC rewards through Stacks, without the BTC leaving Bitcoin L1.
More importantly, this mechanism does not only lock BTC.
According to Stacks' official design, participating in Bitcoin Staking also requires pairing with locked STX. Currently, Genesis Bond holds about 230 BTC with 4 institutions involved.
So if institutional funds continue to flow in, the impact will not be limited to Stacks' TVL.
It will directly create demand for locking STX.
This trend is already being traded now.
Entry: $0.32–$0.35
Take Profit: $0.40 / $0.46 / $0.55 / $0.65 / $0.80
Stop Loss: $0.29 If the reported $12.6B in January tokenized-stock volume is accurate, representing roughly 60% of the platform's activity, that would signal something bigger than another temporary trading trend. The important development isn't simply the volume. It's the possibility that on-chain markets are beginning to connect crypto liquidity with traditional financial assets. 1️⃣ From crypto-only trading toward diversified markets Historically, Uniswap's activity has been dominated by crypto assets, meaning$BTC is once again at a crossroads.
If spot buying does not retreat and macro pressure eases, the recovery rally may extend.
If stablecoin inflows slow and leverage is forcibly reduced, volatility will instantly amplify.
I am tracking three things:
1️⃣ Whether ETF net inflows can remain positive for three consecutive days
2️⃣ Whether the daily support zone is effectively reclaimed
3️⃣ Whether sustained spot buying appears above the previous high
No guessing tops or bottoms, no chasing hot topics.
Let capital flows and volume-price structure speak.
CT tends to underestimate:
🏦 The patience of institutional accumulation
⚡ The speed of leverage liquidation
🌍 The repeated path of interest rates?
#BTCETF capital flow #30年期美债收益率创2007年以来新高 #BTC spot ETF net inflows have approached $3 billion over 7 consecutive days
I am the one who leans toward the mid-term and specializes in observing capital flows.
$BTC recently returned to around 85,000, but over the past 7 trading days, spot ETFs have accumulated net inflows close to $3 billion. This scale looks more like institutional funds continuously replenishing their base positions rather than retail investors suddenly flooding in with frenzy.
However, the price has never once broken through the 85,000–86,500 range at once, indicating that there are still profit-taking and trapped positions above that need to be digested.
The capital side is relatively strong, but the price performance remains hesitant, which looks more like a stage where "funds are supporting, but the trend is not yet fully confirmed."
From a mid-term perspective, I remain bullish but will not be overly optimistic.
ETF funds have gradually shifted from continuous outflows to net inflows, and the market structure has indeed changed. But it should be noted that the daily inflow growth rate has been slowing recently.
If the inflows weaken significantly after the weekend, BTC may retest the 82,000–83,000 area to further clear short-term positions.
The current approach is simple:
Keep core positions, observe whether ETF funds continue to flow in, and pay attention to whether the weekly support around 80,000 can hold.
#BTCETF7DayInflows3B
#USTYieldsPressure #MicronEarningsAhead The first time I bought crypto was last summer.
I was chatting with the convenience store owner downstairs while he was giving change.
He said, just treat it like buying a lottery ticket, don’t get too obsessed.
I went back and downloaded an app.
I had to verify by taking my ID photo several times.
That night after buying, the price dropped three points.
I tossed and turned, dimmed my phone brightness to the lowest.
The next day at work, I was distracted all the time.
Later it went back up, so I quickly sold.
After selling, it surged again.
I slapped my thigh and chased again.
But it got stuck halfway up the mountain.
During that time, my temper was especially bad.
My partner asked what was wrong, I said nothing.
Actually, my mind was full of K-line charts.
Later I turned off app notifications.
Changed to checking once a week.
I bought the least $BTC but held it the longest.
$ETH made me check what it could really do on-chain.
$SOL showed me what it means to come fast and go fast.
I don’t hold heavy positions in these three.
Losing doesn’t affect rent.
Making profit doesn’t mean I change my phone.
I once borrowed money to leverage.
That night my palms were sweaty.
Early next morning I cut losses.
Never touched it again.
Some people in the group shout trade signals every day.
I just watch and say nothing.
Real earners don’t have time to screenshot every day.
I wrote my private keys in an old notebook.
Tucked it on the second shelf of the bookcase.
I keep only a little pocket money on exchanges.
I don’t buy projects I don’t understand, no matter how famous the name.
Not because I’m smart, but because I’m scared.
When the market is cold, I’m willing to read materials.
See who’s still updating, who’s already run away.
When the market is hot, I check the group less.
Other people doubling is their skill.
I just want to avoid losing my principal.
When family asks, I say it’s just small play.
Indeed, life is more important than K-line charts.
I don’t advise people to enter or cut losses.
Everyone can bear different things.
This thing is like a mirror.
It reflects all your greed and fear.
Controlling your hands is much harder than catching a 100x coin.
Living long is more important than making fast money. #美债长端利率持续攀升，融资压力升温
#财报观察员：美光财报临近，AI存储需求成焦点
#特朗普政府拟推海外稳定币计划 Good evening, brothers,
Let's first take a look at the market.
$ZEC This set of profit and loss data is quite striking: 84.17% of longs are in profit, while shorts only account for 18.27%. On one side, there are floating profits all over the screen; on the other, shorts are being suppressed. The problem is that longs hold about 150 million U in unrealized profits; no matter how good the account looks, if not realized, it's just numbers.
When the profit-taking pressure is this thick, longs face a prisoner's dilemma: whoever runs first secures profits; whoever hesitates risks being trampled. As long as big money leads the profit-taking, it’s easy to trigger a chain reaction of dumping, where the slow runners pay for the fast runners.
So at this level, I’m not looking to chase longs further; instead, I’m more focused on the risk of profit-taking at the highs. Some have already heavily shorted, betting on longs scrambling to exit. But shorts aren’t without risk either—if ETFs and privacy narratives continue to heat up, a short squeeze could be fierce.
In short: $ZEC short-term sentiment is overheated, profit-taking is the biggest pressure, shorts are gambling on a stampede, but positions and stop losses must be well managed. The market changes fast; the above is just the current assessment.