Orbit: Crypto Community Feed
🚨 Crypto ETF Inflow Streak Comes to an End
U.S. spot $BTC ETFs recorded $144.67M in net outflows on August 10, snapping a five-day streak of positive inflows.
🔴 $ETH ETFs also turned negative, posting $14.59M in net outflows and ending their four-day inflow streak.
While one day doesn't define the trend, investors will be watching closely to see whether this is a short-term pause or the beginning of a broader shift in institutional flows.
$BTC $ETH
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Tomorrow night's CPI blind box opening: $BTC will it aim for 65,000 yuan or keep getting smashed?
#本周三CPI公布, will the pricing for a rate hike in September be rewritten?
Last week, the nonfarm payrolls unexpectedly decreased by 23,000, and the market was just beginning to bet on no rate hikes in September; but June's CPI year-on-year was still 3.5%, so inflation hasn't passed.
Core CPI month-on-month was around 0.2%, and rate hike expectations may continue to cool; If it rises to 0.3% or even higher, as soon as the US dollar and Treasury yields rise, the crypto world will have to take another hit.
More worth watching than the data is BTC: the positive news couldn't break through 65,000, indicating early overdrawing; the data was hot, yet it managed to hold 63,800, showing true resistance to declines.#AIInfraEarningsWatch #CPIToResetFedBets #AIInfraFundingDiverges
$LUNA Momentum Breaks Out of Compression 📊
$LUNA is showing a sharp change in market momentum on the daily timeframe, with price currently around 0.05000, up 20.27% over the session.
What stands out is the structure behind the move.
For several days, $LUNA traded inside a relatively tight range around 0.040–0.042, with price repeatedly consolidating without significant expansion. That compression has now been followed by a strong daily candle pushing price toward 0.05256.
Volume is also confirming that the move is attracting significantly more market activity. Daily volume has expanded to around 31.9M $LUNA, making the breakout more meaningful than a simple low-volume price movement.
Momentum indicators are supporting the change as well. The MACD histogram has continued expanding into positive territory, while both DIF and DEA are turning upward from deeply negative levels.
However, the most important question now is whether $LUNA can hold the newly established area rather than simply reacting to the initial expansion.
The 0.048–0.050 region becomes an important area to monitor. Holding around this zone could allow the market to build a new structure above the previous consolidation range.
Meanwhile, the recent high around 0.05256 represents the immediate area where price needs to demonstrate continued strength.
If momentum begins fading after this sharp expansion, a period of consolidation would not be surprising. In fact, after such a large daily candle, establishing balance could be healthier than immediately extending the move.
For now, $LUNA has transitioned from:
Compression → Expansion → Momentum acceleration
The next few daily candles should reveal whether this is the beginning of a larger structural shift or simply a short-term volatility expansion.
After this 20%+ daily move, would you rather see $LUNA consolidate above 0.048, or attempt another expansion toward new highs?
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Apple is reportedly testing DRAM chips from Changxin Memory, with plans to potentially use them across multiple iPhone and MacBook product lines.
If this news had surfaced two years ago, most investors probably wouldn’t have cared much. But today, the signal is far more significant.
It suggests that major device manufacturers are actively looking for alternative memory suppliers, potentially signaling a shift in the current memory supply landscape.
Memory stocks are in a very interesting position right now: earnings continue to beat expectations, yet the stocks keep selling off.
$SNDK posted 372% revenue growth, an 84.6% gross margin, and approved a $14B buyback — yet still fell 7% after hours.
Western Digital doubled profits but dropped 11% after hours. $SKHYNIX has seen a maximum drawdown of 54%, while Samsung Electronics has fallen as much as 42%.
The stronger the earnings, the harder the market seems to punish these stocks.
At this point, it’s clear that investors are looking beyond headline earnings and pricing in what comes next for the memory cycle.
#CPIToResetFedBets
#AIMemorySelloffEases
#BTCETHETFInflowsReturn
🚨 Altseason Hasn't Started Yet—Liquidity Is Picking Its Winners
A few green candles don't automatically signal a full altseason. Right now, the market is showing capital rotation, with liquidity flowing into selected assets while weaker sectors continue to lose momentum.
📊 Market Snapshot
🟠 $BTC remains the market leader, while $ETH continues to show relative strength. $OKB and $DOGE are holding up well, but $SOL and $XRP are still struggling to gain traction.
🚀 Strong Performers
$ASP • $LUNA • $OMI • $IRYS • $MMT • $CETUS • $BARD • $BNT • $BANANA • $SAFE • $LIT • $GMX
📉 Under Pressure
$RVN • $ACE • $NAVX • $ICX • $BICO • $NEIRO • $SCR • $JOE • $BOME • $MEGA • $SOPH
One notable example is $BOME, which recently shifted from being a top performer to one of the biggest losers—highlighting how quickly speculative money can rotate.
💡 The takeaway:
This isn't a broad altcoin rally yet. It's a selective rotation of liquidity. A true altseason would require stronger participation across multiple sectors, not just isolated breakouts.
Liquidity moves first. Price follows. The narrative comes last.
$BTC $ETH
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THIS $SPCX PUMP IS NOT A BULLISH SIGNAL
$SPCX just ripped from $108 to $133 after the first major unlock
That’s exactly what makes this setup dangerous
The market absorbed the initial supply shock, shorts covered, and late buyers chased the move
Now the crowd thinks the unlock risk is behind us
It isn’t
The shares became liquid - they didn’t disappear
And with more supply coming, the market still has to absorb a massive amount of insider selling pressure
That’s why I think $133 WON’T HOLD
I’m watching $105-110 as the first major downside level
If that support fails, the bounce is likely to unwind quickly as late buyers exit and more unlock supply hits the market
That opens the door to my main target: $85-95
I'll warn you
#AIMemorySelloffEases #SpaceXShortCovering #BTCETHETFInflowsReturn
Snapshot at 10 Aug 2026, 16:29
$XRP Momentum Continues to Lose Strength
$XRP is currently trading around 0.9988, down 1.33% on the daily timeframe, with the broader chart showing a gradual deterioration in momentum over the past several weeks.
After reaching a high around 1.5502, $XRP entered a prolonged decline, gradually moving through lower levels before finding temporary stabilization around the 1.00–1.10 region.
Recent price action shows that the market has struggled to reclaim previous highs. Instead, the structure has continued to produce weaker rebounds, while price gradually approaches the important 0.9961 area.
This level deserves attention because it represents the recent visible low on the chart. A sustained hold above it could provide the market with room to stabilize and attempt another recovery.
However, continued pressure around this zone would suggest that the broader weakness remains active.
The momentum indicators are also leaning cautiously negative. The MACD histogram is below zero, while the DIF remains below the DEA. This indicates that short-term momentum has not yet produced a convincing recovery.
Volume is relatively active, but there is no clear evidence from the chart that momentum has decisively shifted back to the upside.
That makes the current structure more about confirmation than immediate direction.
$XRP needs to demonstrate that it can reclaim higher levels and build stronger daily structure before the broader decline can be considered meaningfully weakened.
For now, the market appears to be moving through:
Major decline → Stabilization → Lower-range consolidation → Momentum test
The key question is whether the 0.9961–1.00 area can continue acting as a foundation for stabilization, or whether $XRP will eventually lose this region and enter another phase of price discovery.
After such a long decline from 1.55, the next structural reaction around 1.00 could tell us a lot.
Do you think $XRP is forming a base around $1, or is the market still searching for a stronger level of support?
#AIInfraEarningsWatch #CPIToResetFedBets
🚨 The real AI arms race may not be happening in chips. It may be happening in the money behind them. 💰🤖
Everyone is watching who can build the fastest AI chips.
I’m watching a different question:
Who can finance the massive infrastructure needed to actually deploy them?
Nvidia is reportedly working with BlackRock, Blackstone and Goldman Sachs on a platform aimed at mobilizing more than $500B for customer data centers and GPUs.
At the same time, Intel is planning a roughly $15B stock sale to help fund capex, working capital, AI chips and advanced manufacturing.
The difference is important.
🟢 Nvidia: Trying to help customers unlock more capital to buy the infrastructure.
🔵 Intel: Raising equity to finance its own expansion.
Same AI boom.
Very different financing strategies.
And the market’s reaction is telling.
Both stocks fell, suggesting investors aren’t just asking:
“How big will AI demand become?”
They’re also asking:
“Who is going to pay for all of this — and what will it cost shareholders?” 👀
That’s the part I think deserves more attention.
The headline number may be $500B, but the real story will come down to:
💰 Funding terms
🏗️ Actual infrastructure demand
📊 Customer commitments
⚙️ Execution
📉 Capital intensity
Nvidia’s final deals are still pending, so the headline figure is far from the finished story.
AI demand may be massive. But financing that demand could become the next major battleground.
Not advice — just analysis.
#Nvidia500BAIInfra #Nvidia #Intel #AI #ArtificialIntelligence #Semiconductors #DataCenters #AIInfrastructure #BlackRock #Blackstone #GoldmanSachs
#DailyOrbit
📊 ETF Fund Flows Update
$BTC saw around $853.5M in inflows across five consecutive sessions, before recording a net outflow of approximately $145M on Aug. 10.
$ETH also attracted capital on several sessions:
- Aug. 4: +$53.1M
- Aug. 6: +$92.15M
- Aug. 7: +$49.6M
- Aug. 11: -$14.6M
Overall, the market remains relatively calm with limited volatility. The slow, low-range price movements can definitely feel frustrating.
How are you viewing the current market? Share your thoughts. 👀📈
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