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The official Morpho account posted saying: Most curators can't survive just on treasury fees; they actually rely on private distribution agreements to keep going.
They deleted the post right after, and the CEO came out saying it was done by an AI marketing tool.
My first reaction wasn’t whether to believe AI or not, but that statement was just too accurate. So accurate it felt like someone used AI’s voice to speak the truth.
The old market maker rebate and hidden subsidy schemes are now just running under the guise of an on-chain treasury. The Aave founder directly said this is the most pessimistic statement for $MORPHO holders, even harsher than that post.
So is AI just talking nonsense, or did AI accidentally tell the truth?
I don’t have an answer to this question for now.
#Aave支持代币化美股抵押借USDC $MORPHO The first time I got involved was when I was accompanying my wife shopping at the supermarket and overheard some people talking.
Two guys nearby were chatting animatedly.
They said so-and-so paid off their mortgage with this.
I said not to believe it blindly.
But when I got home, I secretly downloaded the app.
Spent a long time registering.
It took three tries to get the verification code right.
The first time I deposited 400 yuan.
Bought something whose name I couldn’t even pronounce smoothly.
Right after buying, it dropped.
It dropped so much I couldn’t even eat dinner properly.
Held on for two days.
Sold it.
A few days after selling, it went up.
I sat on the balcony and smoked a cigarette.
Later, I heard that contracts make money fast.
I tried that too.
Lost the 7,000 yuan I had saved in one night.
My wife asked where the money went.
I said I bought a pair of shoes.
She didn’t ask more.
I felt guilty for several days.
Since then, I stopped touching those things.
Left the groups.
Blocked the signal callers.
Also muted those showing off profits.
Now I only use spare money to buy some spot assets.
I only hold three.
$BTC
$ETH
$SOL
Cleared out everything else.
Not because they’re better.
But because I can’t hold on.
Afraid of falling when it rises.
Afraid of going to zero when it falls.
Might as well look less.
At most once a day.
If I make money, I treat myself to a chicken leg.
If I lose, I treat it as tuition.
Don’t borrow money.
Don’t go all in.
Don’t touch leverage.
Can sleep at night.
Better than anything else.
This is probably my most honest experience playing with crypto. #美债长端利率持续攀升，融资压力升温
#特朗普据悉拒绝7天方案，霍尔木兹重开再生变
#Strategy提议为优先股发放每日股息 🟠 BTC bulls are still present, but the resistance at the 87,400 high is obvious.
🔴 Short-term risk
After BTC pulled back from $87,401, the price gradually contracted to the 84,000–85,200 range. Although it has still risen about 3.46% in the past 7 days, short-term momentum has clearly slowed. The sentiment index reached 74, with a long-short ratio of 1.24. The bullish bias also means that if the key support is broken, it is easy for bulls to stop loss.
🟡 Capital observation
Currently, ETFs continue to see net inflows, indicating that institutional funds still have some support, and the market has not shown obvious signs of retreat. Therefore, this is more like digestion after a rally rather than a complete trend reversal. The key going forward is whether funds can push BTC to break through 85,000 again.
🟢 Bullish opportunity
If 85,000 is broken out with volume, the market has a chance to retest 87,400; if the breakout fails and it falls below 84,000, further pullbacks need to be guarded against. In terms of operation, it is advisable to observe with light positions on dips and gradually take profits after rallies, rather than chasing gains heavily due to short-term strength.
📌 Key point:
We are currently in a phase where bulls dominate but there is obvious resistance above. The real signal for BTC’s next move is not guessing the rise or fall, but watching which side the 84,000–85,000 range ultimately breaks toward.
#BTC现货ETF连续6日吸金超28亿美元 #OKX预言家：第二赛季即将收官 Small wins get you addicted, big losses wake you up. The satisfaction of frequent cashing out can easily mask the real risks.
Small-Win Addiction: The illusion of reward from small profits. Winning small several times in a row makes people addicted to the satisfaction of quick cashing out and easily mistake "frequent profits" for "effective methods." But winning a few times only shows good short-term results; it doesn't prove the method is truly stable. Frequent profits do not equal a truly stable method.
Profit Cutoff: Always wanting to cash out quickly when making money. As soon as there is profit, fear of losing it arises, leading to rushing to cash out. It seems like there is a gain every time, but real opportunities with room to grow are often just beginning. Being able to cash out every time does not mean truly capturing the market's potential; it may instead be prematurely ended by one’s own anxiety.
Tail Payback: One big loss wipes out all the small wins. Consecutive small wins easily make people mistakenly believe they have found a stable method, until an unbounded loss occurs, revealing that what truly determines the final outcome is not how many times you win, but how much you can lose at most in one go.
The crypto market is oscillating with a bearish bias, $BTC remains near $84,000, $ETH shows relative resilience, funds are still supporting, but U.S. Treasury yields rising to 5.18% suppress risk appetite. The three major U.S. stock indices rose slightly, with the AI sector still the main support.
#BTC现货ETF连续6日吸金超28亿美元
#美债长端利率持续攀升，融资压力升温 When the script fails: Bitcoin's "refusal to fall" is the real signal
The Federal Reserve tightens the faucet, and risk assets should logically collapse. But Bitcoin just doesn't. This "non-cooperation" is more intriguing than any price level.
$BTC: The 87,000 glass ceiling
Last night bulls tried to break through 87,200 but were pushed back below 85,000 before even warming up to the 87,000 threshold. This is not a pullback, but a probing attack that was directly rejected. Currently, there is repeated tug-of-war around 85,000, with 84,300 as the last short-term cover. Once torn, 83,000 or even 81,500 is only a matter of time. Bulls need to prove they can hold their ground, not let every rebound become a ticket for bears to enter.
$ETH: The spike above 2,800—who did it pierce?
ETH quickly fell back after touching 2,810; that long upper shadow is not a flag of breakout but a tombstone for those chasing highs. Current price is 2,670, with 2,700 just within reach. If volume breaks down below, the 2,500 area below has sparse trading, and the drop speed may exceed expectations. After a bull trap, it's often a bear trap on bulls.
Survival rules
At this position, shorting has a higher margin of error than longing, and being out of the market has a higher margin of error than shorting. Don't use "faith" as a cover for holding losing positions—catching too many flying knives will eventually break your hand. Staying at the table is more important than anything.
#BTC现货ETF连续6日吸金超28亿美元 #美债长端利率持续攀升，融资压力升温 #高盛预估2027年AI相关资本开支约1.2万亿美元
Goldman Sachs estimates AI-related capital expenditure to reach about $1.2 trillion in 2027, and the same report also calculates the breakeven point.
▪️ About $800 billion in 2026 → about $1.2 trillion in 2027, a 54% increase
▪️ This amount exceeds 3% of the US GDP: Manhattan Project 0.4%, Apollo Program 0.7%, Internet buildout 1.2%
▪️ Breakeven point: about $300 billion in annual AI revenue; currently, only about $70 billion is above the pre-AI trend line
▪️ Orders on hand exceed $1.5 trillion, but orders are not revenue
The disagreement is not about whether demand is sufficient, but about which year "breakeven" will be reached. Four cloud providers' Q2 revenue grew 52% year-over-year; however, equipment purchases have consumed over 90% of operating cash flow, and two have turned free cash flow negative.
To achieve decent returns, the application side must spend $1 trillion annually — global software spending is only $1.5 trillion. The bill must be settled at the application layer.
The contrast is here: revenue is accelerating, but the price-to-earnings ratio has dropped from 32x in April to 22x.
$1.2 trillion is a forecast, $300 billion is the threshold — which do you trust more? BTC has been sideways around 84,000 for three days. Volume shrank over the weekend, so next week will most likely require a directional selection.
Over the weekend, it basically hovered around 83,900, with daily fluctuations of less than 1%. This kind of market is the most exhausting—neither rising nor falling, making it tough for both bulls and bears.
However, there are three signals worth noting:
1️⃣ Trading volume is shrinking. Over the weekend, total online transactions were nearly 40% lower than on weekdays. No one was dumping the market, nor taking over—a classic case of 'silence before the market turn.'
2️⃣ Short-term cycle turning stronger. Both the 15-minute and 1-hour MACD have golden crosses, showing short-term rebound momentum; But the 4-hour period is still in the bearish range, and the major trend has not reversed.
3️⃣ The event was catalyzed beforehand. Next Tuesday, Trump is set to release the America.gov, and Jensen Huang and Musk will attend. Once the AI + government narrative materializes, it will be a positive sentiment for BTC.
My view: The 83,000 level won't fall in the short term. Leverage has been cleared, smart money is taking in, but the trapped position at 87,000 above is still significant. Next week, either use America.gov positive news to test the 85,000 level, or push the price to 83,000 again after the positive news materializes.
Don't trade recklessly on weekends. This kind of sideways movement is the easiest to get proven wrong back and forth; wait until the direction is chosen before making a move.
$ETH $SOL $BTC
#BTC现货ETF连续6日吸金超28亿美元 #特朗普据悉拒绝7天方案, Hormuz resumed the regenerative #美债长端利率持续攀升, increasing financing pressure 2.276 billion USD, 7.875% interest, 20-year lease.
A mining company borrows money to build a data center, what's so special about that?
First question: Is this borrowing expensive?
Honestly, it's not cheap. A 7.875% coupon rate in the current environment is not a rate everyone can get. The market is willing to lend to them, which means they have something as collateral, not just borrowing empty-handed.
Second question: Why a data center, not a mining farm?
This is the point I find most worth watching. CleanSpark is nominally a mining company, but this money is invested in a data center in Georgia with a 20-year lease. Simply put, they are moving towards "rent collection" and no longer just betting on coin prices.
Third question: What impact does this have on $BTC?
None in the short term. This is corporate financing, not a coin purchase announcement. But looking long term, mining companies starting to use long-term debt to lock in long-term income indicates the industry is moving towards heavy assets and stable cash flow.
The most common mistake retail investors make is to see "mining company + large financing" and immediately link it to hashrate and coin price.
Keep an eye on this: after this money is spent, check if the mining income proportion in their next financial report is declining.
#BTC现货ETF连续6日吸金超28亿美元
#美债长端利率持续攀升，融资压力升温 #Anthropic签116亿美元合同扩充CPU算力 $BTC Don't just focus on the price when watching the market; also take a glance at the "temperature" of derivatives. Currently, $BTC's funding rates and open interest are quite moderate, with no signs of extreme crowding—rates aren't deeply negative nor soaring positive, and liquidations aren't clustered on one side.
In plain language: big players are on the sidelines, and the market isn't giving you any clear one-sided edge. This is the most frustrating time because you can't catch the fuel for a short squeeze nor wait for a bullish stampede gap.
But frustration doesn't mean you should act. The most valuable skill for a player is not to fire every hand but to hold back from betting in bad spots. Without extremes, there are no edges; when there are no edges, staying out of the market is itself a position.How to avoid buying a local top during an uptrend? Watch Bitcoin’s short-term holder MVRV. Historically, $BTC spends very little time above the Q75 level, meaning sustained moves beyond this zone can signal an overheated market. Instead of chasing strength, traders can monitor MVRV for signs of stretched conditions and wait for confirmation before entering.
#BTCETF2.8BInflowStreak
#USLongTermYieldsRise
#Hormuz7DayPlanRejected In the past 24 hours, the entire network liquidated $461 million, with shorts accounting for $282 million, and nearly 100,000 people were taken out. A single BTC liquidation on Hyperliquid hit $20.86 million, indicating an absurdly crowded short side above. The total market cap is 3 trillion, slightly down 0.49%, but the tokenized asset sector is clearly heating up. Ondo and BlackRock are working on smart investment portfolios, UK banks have launched tokenized deposits, and the SEC and CFTC have also eased up. Funds haven't left the market; they're just changing direction.
LYN is currently priced at 0.0411, and the chart has already given signals. The MACD green bars are shortening, momentum is weakening, RSI has entered the overbought zone, making short-term long positions very low in cost-effectiveness. The liquidation map is even clearer: a large number of short positions are stacked between 0.0408 and 0.0415, and below that, from 0.042 to 0.044, there is another dense zone of long liquidation. There are traps both above and below, with the price stuck in the middle—a typical squeeze followed by a pullback structure. I just finished the half cup of cold tea left from last night at the security booth, eyes glued to the screen without moving.
In terms of operation, do not chase longs at the current LYN price. Short in batches on rebounds between 0.0413 and 0.0418, with the first target at 0.0402 and if broken, look to 0.0395. Place stop loss above 0.0422; if it holds above, admit the mistake and exit. Long positions should only be lightly taken near 0.0395; do not go heavy or hold positions. In this market, take a bite and run—it’s better than anything else.
$LYN
#Aave支持代币化美股抵押借USDC
@OKX星球 I first heard about it when I was repairing phones from my boss.
He was taking apart a phone while bragging.
He said some people turned their lives around with this.
I said I didn’t believe it.
But when I got home, I downloaded the app.
Spent a long time registering.
Couldn’t even get the verification code.
The first time I deposited 300.
Bought something with a name I couldn’t even pronounce.
Right after buying, it dropped.
It dropped so much my instant noodles got cold.
Held on for two days and sold.
A few days after selling, it went up.
I sat at the shop entrance and smoked a cigarette.
Later, I heard contracts make money fast.
I tried that too.
Lost all 6,000 I had saved in one night.
My wife asked where the money went.
I said I bought a pair of shoes.
She didn’t ask more.
I felt guilty for days.
Since then, I stopped touching those.
Left the groups.
Blocked the signal callers.
Also muted those showing off profits.
Now I only use spare money to buy some spot.
I only hold three.
$BTC
$ETH
$SOL
Cleared out the rest.
Not because they’re better.
I just can’t hold on.
Afraid it will drop when it rises.
Afraid it will go to zero when it drops.
Might as well look less.
At most once a day.
If I make money, I treat myself to a chicken leg.
If I lose, I treat it as tuition.
Don’t borrow money.
Don’t go all in.
Don’t touch leverage.
Can sleep at night.
Better than anything else.
This is probably my most honest experience playing with crypto. #美债长端利率持续攀升，融资压力升温
#特朗普据悉拒绝7天方案，霍尔木兹重开再生变
#Strategy提议为优先股发放每日股息 These past two days, $SOL has been the strongest card on the table, showing a full bullish alignment across four cycles, leading the gains again in the last 24 hours. The comment section is already shouting "catching up, chasing a bit."
I pour cold water: the strongest target is often the last place to be left holding the bag. The daily RSI has already reached near overbought levels. For a variety that’s leading the way and close to overbought, if you chase in now, you’re making money on the last, steepest segment, which is also the easiest to be counterattacked.
Anyone who plays cards knows: when the cards look best, that’s exactly when you have to ask yourself—am I holding the nuts, or am I feeding others their winning hand? Strength doesn’t equal safety, and following the trend still requires picking the right spots. Everyone is going long, but I insist on going short
I don't believe the opening price of 2640 won't fall
If there's a flood of selling on Monday, I'll feel relieved, haha
The $ETH short position at 2640 is still open, currently around 2685, with an unrealized loss of over 700 U. After reducing the position earlier, the pressure has eased quite a bit.
The 1-hour MA5, MA10, and MA20 are basically squeezed around 2688, and the price has been moving sideways. Several attempts above 2700 failed to break away, and the short-term acceleration efficiency has clearly declined.
I will continue to watch 2700–2720
If it stays pressed down, I'll first look at 2660, then the 2640 cost area; if 2720 is firmly reclaimed, I will need to keep controlling my position.
$SNDK is now around 1770, with several short moving averages basically converged.
The surge at 1908 has already been largely digested, and before 1800 is reclaimed, I won't expect a high rebound.
$GALA, on the other hand, is still strengthening.
Currently around 0.00236, the 1-hour moving averages maintain a bullish alignment, and volume is increasing. Market sentiment hasn't fully retreated yet, but I won't chase this high-level acceleration.
So I am still bearish on ETH, but I won't force adding to my position just because I want to be bearish.
The longer the high-level sideways movement lasts, the more decisive the volatility tends to be once a direction is chosen. If Monday really brings a tide of selling, I'll wait to see 2640 again.
#BTC现货ETF连续6日吸金超28亿美元
#美债长端利率持续攀升，融资压力升温 If ETFs have continuous net inflows for several days, then what you really should be watching is not the news headlines, but whether the perpetual contracts are starting to heat up. Four spot ETFs turning positive together—isn't that a bit too smooth? When I saw the numbers for September 25, my first reaction was comfort, and my second was alertness. BTC spot ETF net inflow was $134.47 million, ETH was $86.95 million, SOL was $86.67 million, and XRP also had $22.65 million. All four names turning green simultaneously indicates that the risk appetite from traditional capital has indeed returned, at least not just protecting the large-cap market alone. But what I care more about is another layer: spot buying is a slow variable, derivatives are the fast variable. ETF inflows usually correspond to allocation-type, medium to long-term demand; it won't push prices up drastically in one day. But once this signal is read by leveraged funds, the open interest, funding rates, and basis of perpetual contracts will move first. In other words, the price hasn't fully moved yet, but sentiment may have already been partially priced in. The bullish path is very clear. Continuous net inflows into ETFs mean marginal selling pressure is absorbed, spot chips on exchanges tighten, and shorts will find it harder to suppress prices. If at this time the funding rate is only mildly positive and open interest steadily rises, that belongs to healthy long position accumulation. BTC and ETH have the chance to lead high-beta assets like SOL and XRP to test previous highs. Altcoin sentiment will also be ignited because the market will start telling the story of "mainstream compliant capital overflow." But the fragile point is here. The combination I fear most is: ETFs are still flowing in,@张教主。 believes that the current key contradiction for $BTC is not "whether it can surge again," but that after breaking through $83,000, it has yet to show the expected strong continuation. The price is oscillating sideways at a high level, while the order book CVD continues to decline, indicating increasing active selling, but the price has not yet been significantly pushed down. This divergence may first cause a small-scale rebound to squeeze out the shorts still outside the market; however, if the rebound still fails to hold the breakout level, the real risk to guard against is a deeper Wave 2 correction. First, let's look at Bitcoin. The master repeatedly emphasizes that 83,000 is the previous major breakout level; a pullback after the breakout is not surprising and it is even unlikely to break below it in one go. The problem is that the price has tested this area multiple times, surging up, dropping down, surging again, and consolidating, giving the market too many "boarding opportunities." In his view, a truly strong breakout usually steps on it once and moves on, without repeatedly absorbing funds that missed the initial move. The current repeated pullbacks and rebounds lacking volume resemble a trap that easily lulls people into complacency. The order book structure further amplifies this concern. The master uses CVD as an example: the price is still pushing up, but CVD is continuously declining, representing increasing short-selling transactions; however, because 83,000 is a major breakout level, the price temporarily appears very "stiff." This stiffness does not mean the trend has turned strong again; rather, it may be the post-breakout absorption and a temporary stalemate between opposing forces. Weekend trading volume is naturally low, and the oscillation can be misread as strength; it is not enough to confirm with just a few small upward candlesticks.$ETH's current trend remains weak, with the price fluctuating around 2680. Short position entry: 2711.55 Current price: 2687.99 Position: 56.494 ETH Floating profit: +1331 USDT If the pressure near 2680 continues, the next key level to watch is around 2665; if it rebounds back above 2700, the short position needs to guard against a rebound. $ZEC's short position is currently performing stronger: Entry: 1591.73 Current price: 1530.8 Floating profit: +2437 USDT Around 1530 is the current level to watch; if it continues to break down, the bearish space may further open; if it quickly recovers above 1550, be cautious of a rebound. $BTC short position: 84580.7 Current price: 84124.3 Floating profit: +456 USDT BTC is still oscillating at a high level, with around 84000 being an important short-term observation area. All three short positions are currently profitable, but under 100x/50x leverage, what really matters is not how much floating profit there is, but whether risk can be controlled timely after the price triggers key structures. First look at the structure, then the direction. #BTCETF2.8BInflowStreak #BTCETF2.8BInflowStreak #Hormuz7DayPlanRejected OKB 122, should you chase it?
#BTC现货ETF连续6日吸金超28亿美元
Early Sunday morning, OKB is currently priced at 121.6, up 1.4% in 24h. Should you chase this small rally in the platform token? Think carefully.
$BTC 84100 is hovering around 84000, acting as the anchor for the entire market. As long as it doesn't break below 84000, $OKB has the environment to continue recovering; OKB at 121.6 with 21 million locked tokens benchmarked against Bitcoin, the locked supply is stable. This rally from 118 to 122 has already touched near the previous high. The difference is clear: OKB relies on locked tokens and platform fundamentals, not meme-driven spikes. It rises slowly but doesn't fall deeply. 122 is a short-term resistance, so chasing at resistance is not cost-effective.
If BTC holds 84000 and the market pushes to 86000, OKB stabilizing above 122 could see it reach 125, with locked tokens following along; if BTC breaks below 84000, OKB may retest 119, and if that breaks, look at 116. Chasing highs could lead to being trapped. If you want to hold, wait for a pullback to 119-120 to enter, or wait for a strong breakout above 122 before following. Don't chase directly at the 122 resistance; set stop loss below 118.Over the weekend, my largest exposure in my account was spot, not contracts. Some people laugh at me for always shouting bearish while holding a bunch of spot longs—schizophrenic? This is exactly why I can sleep well.
The biggest advantage of spot is that there’s no liquidation price. If the market spikes a needle at you in the middle of the night, leveraged positions might get wiped out immediately, but spot is just a floating mark-to-market; you have time to wait for it to come back. The premise of low-frequency, large bets is that you have to survive to the next hand.
Many retail traders don’t lose because of direction but because they can’t withstand volatility and get liquidated. $BTC $ETH have thin liquidity over the weekend, making these spikes most likely. Can your exposure withstand a spike?At 01:31 AM on September 27, today's account still shows 0 closed positions. But on September 26, 6 trades were made again. The earlier small wins were going smoothly, but later one long position had a net loss of 9.66, and another lost 0.60, totaling a net loss of about 7.21 on September 26. This week, the balance changed from +6.06 to -1.15. Not a big loss, but after a full cycle, it has returned from positive back to the edge of negative. 📊 Today's statement Net profit/loss: 0.00 USDT Realized profit/loss: 0.00 USDT Fees: 0.00 USDT Trades: 0 Win rate: No settled trades Status: 1 long position open 📊 This week's statement Net profit/loss: -1.15 USDT Realized profit/loss: +32.59 USDT Fees: -33.73 USDT Trades: 34 (24 wins, 10 losses) Win rate: 70.59% Total: -1.15 USDT The trades this week themselves did not lose money; gross profit was still +32.59. But fees accumulated to -33.73, which exactly ate up all the gross profit and took an extra 1.15. There is still one long position of 30.41 contracts open, with an average entry price of about 0.098585. This position is not included in the realized profit/loss above; it will be settled when it is actually closed. In other words, whether this week ends in profit or loss still depends on the final direction of this position. Continuing to run. Closing the third week, the bot currently holds one long position. Win or lose, keep going. 30 days #Trump reportedly rejects 7-day plan, Strait of Hormuz reopening faces new changes; oil prices surge sharply in after-hours trading, risk premium returns
The plot twist took only a few hours. On the 25th at the UN General Assembly, Iranian Foreign Minister Araghchi announced that through Qatar, a "7-day plan" was conveyed to the US: as long as the US unfreezes at least $12 billion in assets, lifts oil sanctions, and ends the maritime blockade, the Strait of Hormuz can reopen within 7 days. Once the news broke, Brent crude plunged nearly 2.7% in after-hours trading.
Then Trump said: I rejected it.
According to The Wall Street Journal citing US officials, Trump not only rejected the proposal but also told aides he might resume bombing Iran after the midterm elections in November. Trump's public statement was even more direct: "The US fully controls the Strait of Hormuz, and a large amount of oil is flowing out from the Strait of Hormuz." Oil prices then violently surged in after-hours trading, with Brent rising over 3% at one point and New York crude up more than 4%.
Why reject it? The political calculation is very clear. Reaching an agreement before the midterms would be like giving points to the opponent. Trump wants a comprehensive deal to "dismantle Iran's nuclear program," while Iran's 7-day plan only discusses reopening the strait and does not mention the nuclear issue at all. The gap in demands is too large; phased crisis management is simply not negotiable.
For the market, this means the risk premium for Hormuz will not fade in the short term. Brent will continue to fluctuate around $100, and any sign of stalled negotiations will reignite the premium. But it should also be noted: the US-led escort operation has "reduced the urgency of reaching an agreement," and the US side is not in a hurry to compromise $BTC The earliest I heard about the crypto world was from the owner of the courier station when I was picking up a package.
He was scanning codes while saying someone had traded their way to a car.
I said not to mess around, but went home and downloaded the app anyway.
Spent a long time registering, but couldn't even get the verification code.
The first time I deposited 300 yuan.
Bought something with a name I couldn't even pronounce.
It dropped right after I bought it.
It fell before I even finished my instant noodles.
Held on for two days, then sold.
A few days after selling, it went up.
I squatted in the hallway and smoked a cigarette.
Later I heard contracts make money fast.
I tried that too.
Lost all 6,000 yuan I had saved in one night.
My wife asked where the money went.
I said I bought a pair of shoes.
She didn't ask more, but I felt guilty for days.
Since then, I haven't touched those things.
Left the groups.
Blocked the signal callers.
Muted those showing off profits.
Now I only use spare money to buy some spot.
I only hold three.
$BTC
$ETH
$SOL
Cleared out everything else.
Not because they're better.
It's because I can't hold on.
Afraid of falling when it rises.
Afraid of going to zero when it falls.
Might as well look less.
At most once a day.
If I make money, treat myself to a chicken leg.
If I lose, consider it tuition.
No borrowing money.
No going all in.
No leverage.
Can sleep at night.
Better than anything else.
This is probably my most honest experience playing crypto. #美债长端利率持续攀升，融资压力升温
#特朗普据悉拒绝7天方案，霍尔木兹重开再生变
#Strategy提议为优先股发放每日股息 $ENA — the strongest convexity, and the only one with a growth path that doesn't rely on a bull market
The reason to buy it is not the current cash flow (which is 0 now), but the switch structure:
95% of net income is used for buybacks, tiered: USDe up to 7.5 billion → annual buyback of $22.5 million; up to 20 billion → $240 million (15.7% of market cap).
And the $1 billion credit line from FalconX on August 19 is key to this argument — it gives USDe a growth path independent of funding rates.
USDe's earnings have historically come from delta-neutral basis trading, entirely dependent on funding rates. After the Fed's rate hike on September 16, this leg should have withered. FalconX invests reserve assets into institutional over-collateralized loans (bankruptcy-isolated Cayman SPV, qualified custody, Ethena holding first priority secured interests), with income sources unrelated to funding rates.
Plus, in 2025 it generated $230.8 million in annual revenue and $57 million in December alone — this capability has been validated. #BTC现货ETF连续6日吸金超28亿美元 $WLD surged to $0.55
I'm even more certain that the previous $0.43 wasn't a false wait!
During the market pullback these days, $WLD dropped back near $0.40, but quickly recovered and now has surged directly to $0.55.
From $0.43 to $0.55, it has gained nearly 28% in just a few days.
Recently, there's another change in WLD worth noting: World Money officially launched, expanding World ID from just "real-person identity verification" towards payments, stablecoins, and financial accounts.
Additionally, Eightco disclosed that as of September 16, it holds nearly 302 million WLD. This number is not small compared to the current circulating supply of WLD.
So I won't be in a hurry to exit at $0.55 for now.
The previous target of $0.6 was just the first stage; in this bull market, what I really want to see is $2.After the hard fork, is CORE still the “Satoshi Vision”? A hash power showdown about Bitcoin’s soul
⚠️This article is for investment research sharing only and does not constitute any investment advice
In the BTCFi sector, since its inception, Core DAO has upheld the narrative of Satoshi Plus hybrid consensus: borrowing Bitcoin miners’ hash power delegation, treating hash power as the orthodox proof, and claiming to continue Satoshi’s decentralized vision.
The 8.31 reward contract vulnerability incident was the most hardcore stress test of this narrative. The project ultimately chose a hard fork to patch the vulnerability, refusing to roll back the ledger. The ensuing soul-searching question: after the hard fork, does CORE still align with the Satoshi vision? In this crisis, does hash power decide, or does the immutable ledger consensus decide?
1. Clarify first: the two core layers of the Satoshi vision
Many people simplify it as: Satoshi = the bigger the hash power, the more decentralized. This is the biggest misunderstanding.
The core design of the Satoshi whitepaper includes two pillars:
1. PoW hash power: responsible for defending against external attacks and ensuring the ledger is hard to tamper with. Hash power is a security defense tool, a “security guard.” The higher the hash power, the higher the cost for attackers to modify historical ledgers.
2. Full node economic consensus: the ultimate gatekeeper of rules. Even if miners control the majority of the network’s hash power, they have no unilateral right to modify the protocol or roll back historical transactions. If miners produce blocks violating the rules, independent full nodes worldwide will reject that chain.
In one sentence, Satoshi’s design: hash power protects the ledger, users define the rules; no single entity has the power to rewrite the historical ledger.
Satoshi never said “hash power has the highest governance authority.” Hash power solves external attacks, not internal contract vulnerabilities or asset disputes.
2. CORE’s Satoshi Plus: borrowed hash power, two separated power systems
Core’s innovation is allowing Bitcoin miners to delegate hash power to the Core network, participate in validator node elections, and earn CORE token rewards.
This mechanism publicly claims to inherit Bitcoin’s PoW spirit, backed by BTC hash power, with Bitcoin-level security.
But structurally there is a natural split:
- ✅ External security: Bitcoin miners delegate hash power to defend against 51% attacks; miners only provide hash power and do not participate in upper-layer contract governance voting. Miners seek extra rewards and do not intervene in major CORE network crisis decisions.
- ✅ Internal governance: network protocol upgrades, vulnerability handling, major rule changes are decided by a committee of 21 validator nodes, not by a large number of independent full nodes balancing each other.
This is the root of the contradiction: the security shell borrows Bitcoin hash power, but the governance model is not Bitcoin’s distributed full node model.
Orthodox supporters believe: having BTC hash power = inheriting the Satoshi vision. But essentially, hash power can be rented or delegated; Bitcoin’s distributed consensus system cannot be directly replicated.
3. The 8.31 crisis: the truth of the hash power showdown, hash power absent in key decisions
The reward contract vulnerability caused an abnormal issuance of 69 million tokens, presenting the community with two options:
1. Roll back the ledger: revoke this issuance transaction and destroy the abnormal tokens. This removes short-term selling pressure but artificially rewrites on-chain history. Once rollback precedent is set, the underlying consensus of ledger immutability collapses. Even if the entire BTC hash power supports rollback, many token holders, exchanges, and wallets will refuse the modified chain, splitting the community.
2. Hard fork to patch the vulnerability: acknowledge the on-chain transaction has occurred, fully preserve ledger history, and only block similar vulnerabilities at the new height. The cost is that 69 million tokens cannot be recovered, leaving long-term selling pressure in the market.
CORE ultimately chose the hard fork, refusing rollback.
The most thought-provoking point here: in this life-or-death decision determining the network’s foundation, Bitcoin hash power had almost no say.
Hash power can only defend against external attackers; it is powerless against smart contract code vulnerabilities. Hash power cannot adjudicate asset disputes or decide whether ledger history can be rewritten.
The so-called “hash power showdown” did not actually occur in this internal governance crisis. Hash power is security force, not a court judge.
4. Core question: after the hard fork, does CORE practice the Satoshi vision?
We must separate two things: the hard fork itself ≠ violating the Satoshi vision; artificially rolling back the ledger is what crosses Bitcoin’s consensus red line.
Bitcoin’s history also includes hard forks. The essence of a hard fork: the community disagrees on rules, freely chooses to upgrade clients, splitting into two independent chains. Hard forks allow the community to choose new rules but do not alter already recorded historical transactions.
Ledger rollback reverses confirmed history, artificially erasing on-chain transactions, which Bitcoin’s community has long firmly resisted.
From this perspective: CORE’s choice to hard fork and refuse rollback preserves the core bottom line of Satoshi’s ledger immutability.
But we still cannot conclude that CORE fully replicates the Satoshi vision.
Two key differences:
1. Bitcoin governance is balanced by countless independent full nodes; CORE’s major decisions are led by a small group of 21 validator nodes, with much weaker user node checks.
2. Bitcoin’s native PoW deeply binds hash power with the network’s native token; CORE’s BTC hash power is externally “borrowed,” and miners bear no network governance responsibility.
Conclusion: CORE upholds the consensus bottom line of “no ledger rollback,” but its governance architecture is not Bitcoin’s native model designed by Satoshi. It is an independent BTCFi innovation experiment borrowing Bitcoin hash power security, not an extension or replica of Bitcoin.
5. The split between two orthodox camps
1. Hash power orthodox camp: having BTC hash power backing is orthodox; hash power weight is highest, and crises should heed hash power’s opinion. This incident proves this logic untenable. Hash power cannot solve upper-layer contract vulnerabilities.
2. Consensus orthodox camp: the core of Satoshi’s vision is not hash power but ledger immutability and no single entity arbitrarily intervening in user assets. CORE’s choice not to roll back upholds this bottom line.
This debate is essentially not about hash power strength but about what truly is the core of Bitcoin’s spirit. Hash power is just a tool; consensus is the soul. Don't talk about $ZEC technicals, this thing just goes where the profit is higher, there's no such thing as technicals here#Aave支持代币化美股抵押借USDC
Both companies say they have connected the $150 trillion global stock market to the blockchain.
The total value of those tokenized stocks on-chain is $21.6 million.
▪️ Aave has set a combined collateral cap of about $29 million for these 7 stocks
▪️ List: Apple, Amazon, Alphabet, Meta, Microsoft, Nvidia, Tesla
▪️ Collateralization ratios range from 65% to 79%, with Microsoft the highest, Meta and Tesla the lowest
▪️ First month on-chain trading volume was $228 million, ten times the existing supply
The disagreement is not about whether stocks can be tokenized and used as collateral. Aave’s credit limit exceeds the available tokens on the shelf—the gate is open, but there isn’t enough supply.
Money is passing through, not staying. Aerodrome accounts for 77% of the trading volume—tokenized US stocks are currently used for trading, not holding; collateral requires holding.
The market is open 24/7, but prices are quoted only five days a week. Chainlink’s price feed stops at the last price during weekends and US stock holidays—during those 60 hours, collateral value remains unchanged, and the health factor can only be eroded by interest.
The real issue is not whether the protocol dares to accept collateral, but whether anyone is willing to pledge their stocks here?BTC has been stuck at 84,000 for three days — weekend trading volume shrank, next week will choose a direction
Over the weekend, BTC hovered around 83,900, with daily fluctuations less than 1%. This kind of market is the most frustrating — neither rising nor falling, both bulls and bears feel uncomfortable.
But looking closely, there are three signals worth noting:
1. Trading volume is shrinking. Weekend total network turnover is nearly 40% less than on weekdays. No one is dumping, and no one is stepping in — this is typical "silence before a breakout."
2. The 15-minute and 1-hour MACD have both formed golden crosses, while the 4-hour is still in the bearish zone. There is short-term rebound momentum, but the larger trend has not reversed.
3. Next Tuesday, Trump will release America.gov, with Jensen Huang and Elon Musk attending. If the AI + government narrative materializes, it will be a positive sentiment boost for BTC.
My judgment: The 83,000 level is unlikely to fall further in the short term. Leverage has been cleared out, smart money is buying, but the trapped positions above 87,000 are also heavy. Next week, it will either try to rise to 85,000 riding on America.gov's positive news, or after the positive news, it will drop again to 83,000.
Don't make reckless moves over the weekend. This kind of sideways market is the easiest to get slapped back and forth — wait for the direction to be chosen before acting. #BTC现货ETF连续6日吸金超28亿美元 I heard it from someone next to me on the bus.
He said this thing can make money.
I said I didn’t believe it.
But I still downloaded the app when I got home.
Spent a long time registering.
Received the verification code several times.
The first time I deposited 300 yuan.
Bought something whose name I couldn’t even pronounce.
It dropped right after I bought it.
It dropped so much I didn’t even eat lunch properly.
Held on for two days.
Sold it.
A few days after I sold, it went up.
I sat on the sofa stunned for a long time.
Later I heard contracts make money faster.
I tried that too.
Lost the 6,000 I had saved in one night.
My wife asked where the money went.
I said I bought a pair of shoes.
She didn’t ask more.
I felt guilty for several days.
Since then, I haven’t touched those things.
Left the groups.
Blocked the signal callers.
Also muted those showing off profits.
Now I only use spare money to buy some spot.
I only hold three.
$BTC
$ETH
$SOL
Cleared out everything else.
Not because they’re better.
I just can’t hold on.
Afraid of falling when it rises.
Afraid of going to zero when it falls.
Might as well look less.
At most once a day.
If I make money, I treat myself to a chicken leg.
If I lose, I treat it as tuition.
Don’t borrow money.
Don’t go all in.
Don’t touch leverage.
Can sleep at night.
Better than anything else.
This is probably my most honest experience playing with crypto. #美债长端利率持续攀升，融资压力升温
#特朗普据悉拒绝7天方案，霍尔木兹重开再生变
#Strategy提议为优先股发放每日股息 How to avoid buying a local top in the midst of an uptrend: bitcoin spends very little time above Q75 on the short-term holder MVRV indicator. $BTC🚨 I'm not very satisfied with this $BTC breakout.
The previous rally was the truly beautiful move — price kept rising steadily, pullbacks were shallow, and buyers hardly gave the market a comfortable chance to jump in.
But this time is completely different:
$BTC surged strongly on a daily candle to around $87K, but there was no clear continuation, then it quickly pulled back, currently back near $84K, almost giving back most of the gains from the breakout.
📊 What really deserves attention now is the weekly close:
• $85K–$87K → significant selling pressure remains above
• Around $84K → short-term tug-of-war zone between bulls and bears
• $82K–$83K → important defensive area in this week's structure
• If the weekly closes back below $82K, the risk of breakout failure will significantly increase
But don't overlook an important background:
🇺🇸 The US spot BTC ETF continued to record strong inflows this week, with about $2.4B net inflow from September 21–25, marking one of the strongest weekly performances since 2026. However, inflows cooled from nearly $1B at the start of the week to about $134M by the weekend, indicating buying is still present but short-term momentum is weakening.
So now is not simply a matter of being bullish or bearish.
The bulls still have time to repair this weekly candle.
If BTC can reclaim The first time I bought crypto was while scrolling on my phone.
Someone said it could make money.
I believed it.
I spent a long time installing the app.
My hand even trembled a bit when I deposited money.
I bought 300 yuan worth.
Right after buying, the price dropped.
It dropped so much I got really nervous.
I held on for two days and then sold.
A few days after selling, it went up.
I was so angry I threw my phone on the sofa.
Later, I heard contracts make money fast.
I tried that too.
Half my salary was gone overnight.
My wife asked where the money went.
I said I treated my colleagues to dinner.
She didn’t ask more.
I felt guilty for several days.
Since then, I stopped touching those things.
I left the groups.
Blocked the signal callers.
Stopped looking at people showing off profits.
Now I only use spare money to buy some spot.
I only hold three.
$BTC
$ETH
$SOL
Cleared out the rest.
Not because they’re better.
I just can’t hold on.
When it goes up, I’m afraid it will fall.
When it falls, I’m afraid it will go to zero.
Might as well look less.
At most once a day.
If I make money, I treat myself to a chicken leg.
If I lose, I treat it as tuition.
No borrowing money.
No all-in bets.
No leverage.
I can sleep at night.
That’s better than anything.
This is probably my most honest experience playing crypto. #美债长端利率持续攀升，融资压力升温
#特朗普据悉拒绝7天方案，霍尔木兹重开再生变
#Strategy提议为优先股发放每日股息 $BTC STH-SOPR just hit a 14-month high.
The bullish divergence has now played out, with $BTC breaking its bearish structure and short-term holders back in profit.
Optimism is back, but so is profit-taking risk.
A pullback toward 1.00 wouldn’t break the bigger uptrend.#Strategy提议为优先股发放每日股息
The dividend yield remains unchanged; what changes is how much the price drops on the ex-dividend day.
▪️ Four stocks STRF / STRC / STRK / STRD, each natural day is a record date
▪️ Dividends paid the next day; vote on 10/28, STRC first payment on 11/2
▪️ Dividend yield, total dividend amount, and payment obligations—all three remain unchanged
▪️ Single ex-dividend drop reduced from about $0.5 to $0.03
The disagreement is not about paying more or less. STRC is a floating rate note, with the interest rate adjusted monthly by 0.25 points just to keep the price close to the 100 par value; the price must be above 100 for the company to issue new shares at par.
This interest rate lever has been exhausted: 9% at listing, now 12%, increased by three percentage points, yet the price is still $1 to $3 short. Adding money doesn’t work; only changing the mechanism—cutting less each time—can smooth the sawtooth.
The company itself wrote this chain on the proposal page: as preferred shares strengthen and demand rises, it can push up the leverage and per-share coin content—the smoothness of the sawtooth determines how long the issuance window stays open and also decides where the money to buy coins comes from.
A proposal that keeps the amount unchanged but only changes the rhythm—is it taking care of holders or that price line?Here's my take: The net inflow of $ETH ETFs has actually turned positive in the past two days — over the last 7 days, more than 211,638 ETH flowed in, equivalent to $563 million. On September 24 alone, $130 million flowed in, which should be bullish. But if you look at the chart, the price didn't cooperate: on 9/25 it surged near 2787 trying to hit 2800 but was immediately pushed back, and since then until today (9/27) it has been grinding in a narrow range between 2687-2700. Yesterday's full-day volatility was only 0.20%, and the MA5, MA10, and MA20 lines are basically stuck together, looking dead.
This is the point I want to make: don't assume a price rise just because you see "ETF net inflow." Funds are flowing in, but it hasn't translated into price momentum, which is information itself. The MACD histogram has been shrinking since peaking on 9/25 and is almost gone; DIF (0.19) is still above DEA (-0.12) but the gap is narrowing; RSI6, 12, and 24 are all squeezed in the neutral zone between 50-57, no clear direction; KDJ's J value is 69.14, higher than K and D, but hasn't broken into the overbought zone. Together, these indicators mean one thing: no one wants to take a stand at this level, bulls and bears are both waiting.
My judgment is straightforward: ETF fund inflows are a slow variable and can't overcome the market's short-term hesitation. What really matters is whether 2800 can be broken with volume or if the previous low at 2626 will be retested — until then, sideways is sideways, don't imagine a direction yourself. $FIL real estate tokenization: the real challenge has never been "turning real estate into tokens," but rather: why should on-chain assets be trusted?
The Filecoin ecosystem is providing a very interesting answer.
Engineers have demonstrated a working example: binding real estate tokens on Avalanche to their corresponding contracts, with the contract files stored on Filecoin and a unique fingerprint generated via IPFS.
Here’s the key point—
Even if the contract is modified by just one line, the fingerprint changes.
In other words, anyone can verify:
Whether this file has been secretly altered.
This is where decentralized storage truly adds value:
It’s not just about "helping you store files," but about giving real-world assets verifiable, traceable, and tamper-resistant digital credentials.
From RWA to real estate, from enterprise data to AI data, Filecoin is gradually evolving from a "storage track" into a digital asset infrastructure.
What truly makes FIL worth watching may not be how much it rises today, but how many real-world assets will need this kind of trusted data foundation in the future. Altcoin Season Watch: Don’t Rush, One Bullish Candle Isn’t a Trumpet
The market is telling a story of "divergence." BTC is consolidating sideways, as if waiting for direction; ETH is trying to recover but has yet to confirm a reversal; SOL is regaining attention; XRP shows relative resilience. Each of the four charts has highlights, but they haven’t yet formed a complete altcoin season puzzle.
Altcoin season has never been triggered by a single green candle. It requires more stringent conditions: multiple sectors strengthening simultaneously, capital no longer revolving only around the leaders, sustained volume expansion, and BTC at least holding key structures. Otherwise, localized strength can easily become a one-day wonder.
If we only look at chart patterns, I am currently focusing on whether XRP’s relative strength can continue and whether SOL maintains higher lows after a pullback. ETH needs to break through resistance in its recovery test, while BTC remains the master switch—if it fails to hold, altcoin strength will likely be dragged down.
So the question isn’t "which coin is the greenest today," but "who can run to higher highs for several consecutive weeks without Bitcoin crashing." True altcoin season is not a single-point breakout but a confirmation of breadth, sustainability, and structure.
In your watchlist, who’s the strongest? $BTC, $ETH, $SOL, or XRP? Share your charts for comparison.
#BTC现货ETF连续6日吸金超28亿美元
#美债长端利率持续攀升，融资压力升温
#财报观察员：好市多业绩超预期，美光接棒 #BTC spot ETF has attracted over $2.8 billion in inflows for 6 consecutive days
$BTC is now battling between 81K and 90K, with $2.4 billion liquidation liquidity stacked above and $1.1 billion waiting below. Both sides are thick, so the price will most likely sweep back and forth, perfect for those with itchy hands.
Short-term sentiment has cooled down but hasn't left the consolidation phase. Don't assume a drop means a bearish turn, nor that a pullback means a bullish comeback. The real direction depends on whether there's volume and sustainability after a breakout. Right now, liquidity is cutting each other off; whoever gets eaten first loses.
The key variable remains the ETF. Institutional demand continues strong, so the liquidity above will be repeatedly tested; if capital flow weakens, 81K below acts like a magnet. Recently, ETF inflows have been steady, but the price hasn't soared accordingly, indicating some are using the positive news to sell, while others are buying on the pullback. The market will reveal who's right.
My own position isn't heavy; I hold a base position and have set trailing take-profits. I don't guess whether it will first sweep 90K or retest 81K—I'll let it choose. At this level for Bitcoin, more trading means more mistakes; less movement means profit. Do you think $BTC will break upwards first or crash down first? Let's discuss in the comments.
#US long-term Treasury yields continue to rise, financing pressure intensifies
#Trump reportedly rejects 7-day plan, Hormuz reopening faces new changes ETH Perpetual Contract Market Daily Report 2026-09-26
Trading around 2690, 2807 becomes the short-term ceiling, retreating afterwards and entering a high-level tug-of-war. On the 1-hour chart, it fluctuates repeatedly between 2626-2753; the 4-hour MACD shows a death cross but the momentum bars are shrinking, indicating weakening selling pressure; the daily and weekly MACD still show bullish alignment, with the main trend unchanged.
Intraday: Box range strategy. 2740 is resistance, shorting can be tried near it; supports at 2670 and 2630, aggressive traders can lightly go long at 2670, conservative ones wait for confirmation at 2630. Avoid chasing highs or cutting losses impulsively, quick in and out within the range.
Mid to long term: Weekly chart started from 1500, daily structure is healthy, the pullback looks more like a gear shift during an uptrend. 2630 is the defense line, dips can be used to build long positions in batches; 2800 is strong resistance, breaking it opens new highs. If 2620 is effectively broken, long-term bulls need to downgrade their outlook.
Mid to long term: Weekly MACD golden cross with expanding red bars, the bull market framework remains intact, 2800 is not the top. Short term trades time for space, waiting for clearer direction, with the main bias still bullish.
Keep positions light, set firm stop losses, do not hold losing positions, do not average down.
Personal advice, for reference only, profit and loss at your own risk.
#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 #美债长端利率持续攀升，融资压力升温 $BTC $ETH $SOL Solana has been quite strong this round, doubling right from the bottom. For a public chain, its performance remains stable. I think the reasons it can keep moving up this time are as follows:
① ETFs keep buying
ETFs have to buy SOL from the spot market every day, which means there is a continuous, quantifiable institutional buying pressure.
② Breakout triggers short covering
When breaking through around 120, reports said about $18 million–$19.5 million worth of SOL short positions were liquidated.
③ Upgrades + tokenized stocks give institutions a story to tell. Solana already has about $465 million in tokenized stocks, leading among chains.
④ On-chain activity hasn’t died out; DEX trading volume is still among the top across chains.
I think the most important point is the market warming up, which drove this wave.
I have certain expectations for this wave of Solana; I think it should push towards 500. What do you think?
$SOL #美债长端利率持续攀升，融资压力升温 The first time I got into crypto was when a friend mentioned it during dinner.
He said this thing could make money.
I said I didn’t believe it.
But when I got home, I secretly downloaded the app.
Spent a long time registering.
Couldn’t even get the verification code.
The first time I deposited 300 yuan.
Bought a coin whose name I can’t even remember.
Right after buying, it dropped.
It dropped so much I couldn’t even enjoy my dinner.
Held on for two days and then sold.
A few days after selling, it went up.
I sat on the couch stunned for a long time.
Later, I heard contracts make money fast.
I tried again.
Lost all 5,000 yuan I had saved in one night.
My wife asked where the money went.
I said I lent it to a fellow villager.
She didn’t ask more.
I felt guilty for several days.
Since then, I stopped touching those things.
Left the groups.
Blocked the signal callers.
Stopped looking at people showing off profits.
Now I only use spare money to buy some spot.
I only hold three.
$BTC
$ETH
$SOL
Cleared out the rest.
Not because they’re better.
I just can’t hold on.
Afraid of falling when it rises.
Afraid of going to zero when it falls.
Might as well look less.
At most once a day.
If I make money, treat myself to a chicken leg.
If I lose, consider it tuition.
No borrowing money.
No all-in bets.
No leverage.
Able to sleep at night.
Better than anything else.
This is probably my most honest experience playing crypto. #美债长端利率持续攀升，融资压力升温
#特朗普据悉拒绝7天方案，霍尔木兹重开再生变
#Strategy提议为优先股发放每日股息 Originally, I just wanted to grab a quick breakfast, but the market ended up handing me dumplings for half a year. When I was watching $PONS in the early hours yesterday, the market hadn't fully started yet, the support below was repeatedly tested but never broken, and the buying pressure gradually thickened. I said it very plainly at the time: if the pullback can hold steady, go long; don't chase after it once it starts to rally.
From 0.5606 all the way up to 0.6511, the return was a direct +322.86%. This profit feels good; the earlier hesitation was real, but the outcome is truly sweet.
The market is something you wait for, profits are something you hold onto.
Take 70% off the table first, move the stop loss for the remaining 30% close to the cost price, let the profits run if it continues to rise, and don't let gains turn uncomfortable if it falls back. Don't be greedy for the last bit; secure the big portion first.
Panic comes from lack of planning, losses come from overthinking.
For friends who haven't gotten on board yet, listen to me: now is not the time to rush in; chasing highs easily leaves you stuck at the peak. Wait for the next signal before moving; there will be more opportunities ahead.
$BTC $DOGE #GoldmanSachs estimates AI-related capital expenditure around $1.2 trillion in 2027
Goldman Sachs has raised its 2027 AI capital expenditure forecast to $1.2 trillion, up from $800 billion in 2026. The money is mainly invested in data centers, computing power, and electricity, benefiting chips, storage, and cloud infrastructure.
The relationship with BTC needs to be analyzed in two layers. In the short term, the larger the AI capital expenditure, the more fiat credit is burned, which provides solid long-term support for non-sovereign assets. But the market doesn't buy this short term; right now, the concern is whether this money can be earned back. If companies like Meta and Microsoft fail to commercialize AI as expected, tech stocks will pull back, risk appetite will decline, and BTC won't be spared.
Looking at the market, BTC is oscillating around 85,000, with strong resistance between 87,000 and 88,000 above, and key support at 84,000 below. On the macro side, U.S. Treasury yields remain above 5%, keeping pressure on the market; the October rate hike expectations haven't faded, funding costs are high, and it's hard for non-yielding assets to have a big rally.
In terms of trading, don't rush to chase. AI capital expenditure is a long-term narrative; short-term price moves still depend on interest rates and capital flows. Wait for a pullback to confirm support, or wait for tech earnings reports to validate AI commercialization. At this point, watching the show is safer than jumping in. $BTC $ETH $SOL $MU I feel this round is a bit different.
In the past, memory just followed the pattern of price increase → capacity expansion → oversupply → price crash, a typical cyclical stock.
But this time, AI servers have directly driven up memory demand.
The current problem is not that no one is buying, but that there isn’t enough supply.
New wafer fabs take several years from construction to mass production, so short-term supply is hard to keep up.
Micron itself has said that current supply still cannot meet customer demand.
So what’s really worth watching later is:
After capacity gradually ramps up, can memory prices hold?
If they can hold, AI might have raised Micron’s profit baseline.
If they can’t hold, then it’s still the familiar memory cycle.
Whether this round for MU is truly a “super cycle,” I think it depends on this point.11.19 million USD liquidated, long positions 4.3 million, short positions 6.88 million.
Shorts died even worse than longs.
2,272 people were liquidated together, the largest single liquidation was 720,000.
My first reaction wasn’t the market, but that this token now regularly sees daily liquidations in the tens of millions. Previously, a ZEC liquidation over a million was news; now tens of millions is routine.
Market cap has multiplied sixfold, and the stealth sector is taking off accordingly.
But there’s a funny detail — there aren’t actually many long accounts; whales are clustered on the long side. Retail traders are short, big players are holding.
Positions have been held for almost a month, and the price has returned to the level on the day the cooldown period was set.
It’s like waiting in vain, just without adding more positions.
I don’t know if 1500 can hold, but as long as liquidation volume doesn’t decrease, this show isn’t over.
Let’s see how much liquidates tonight.
#21Shares推出欧洲首只ZcashETP $ZEC When we used to talk about privacy coins, the first thing that usually came to mind was: "anonymous transactions." But if you still view XMR, ZEC, DASH, and ZAMA from this perspective, you might already be half a cycle behind. Because the truly noteworthy thing is: privacy is shifting from "not letting others see my transactions" to "allowing data to be used without being seen." These two things may seem like just a difference of a sentence, but behind them could be completely different markets. First stop: XMR — the true "digital cash." The core of Monero is actually very simple. I have money, I can spend it; but others shouldn't easily know how much I have, who I pay, or how much I pay. From the start, XMR has placed privacy at its core. Technologies like Ring Signature, Stealth Address, RingCT, and others together form Monero's privacy architecture. So the greatest value of XMR is not whether it has launched a flashy new narrative. Rather: privacy itself is its product. Even future upgrades like FCMP++ will still revolve around enhancing anonymity sets and privacy strength. This makes XMR very much like the encrypted world's: Private Bitcoin / Digital Cash. But the problem is also very real. The stronger the financial privacy, the more likely it is to encounter restrictions from regulators and centralized exchanges. So XMR may face a very interesting contradiction in the future: the more mature the technology, the stronger the privacy; but complianceI used to share some short- to mid-term trading operations and market analysis. In fact, during this period without making trades, I came to a realization. Even for Bitcoin $BTC, which is so stable in the crypto space, if you shorten the time frame, its price movement shows an extremely irregular pattern, meaning there is a lot of so-called noise. Not to mention all the other various junk coins.
Compare the three charts below, which are daily, weekly, and monthly charts respectively. In fact, the monthly chart level turns out to be a very standard oscillating upward trend. So if you are a long-term asset allocator, you should pay more attention to whether this investment product is generating positive returns under the big trend.
If you always focus on the short term, I think the noise will make you give up on Bitcoin $BTC early. Perhaps one day in the future, you will regret having been shaken out by temporary fluctuations and missing out on the world's highest quality asset $BTC!#特朗普据悉拒绝7天方案，霍尔木兹重开再生变
The plan that Trump reportedly rejected contained no new demands.
▪️ June 17 Islamabad Memorandum of Understanding: US to lift blockade, unfreeze assets, and invest 300 billion in reconstruction within 30 days
▪️ Iran to clear mines within 30 days and allow free passage of commercial ships within 60 days; the document expired on August 16, and neither side completed their obligations
▪️ On September 25, Iran compressed the timeline to 7 days: US acts first for 4–5 days, opens the strait on day 6, and negotiations start on day 7
▪️ Trump rejected it that day; US officials said the escort operation "reduced the urgency of reaching an agreement"
The disagreement is not about what was rejected, but about the different interpretations of this document by both sides. Iran treats it as an IOU, with 300 billion for reconstruction and lifting the blockade in 30 days written on it; the US treats it as worthless paper, declaring it "over" after the July attack.
They never even held a signing ceremony: the originally planned signing in Switzerland was canceled due to Israeli actions in Lebanon, and the two heads of state finally signed it at the G7 dinner.
So whether it’s urgent or not, both sides say the same. The White House says "negotiations are not necessarily required," and Al Araghchi says "we are not in a hurry."
Is a memorandum that expired 40 days ago still considered a bargaining chip?Today I came across an interesting piece of news—Apple and Google are actually recruiting people related to stablecoins.
At first, I thought I was mistaken and double-checked twice: yes, it’s really Apple, the phone maker, and Google, the Android system developer. Both are usually very cautious; they even hold you up for a long time with third-party payments, and now they’re starting to research stablecoins themselves? #
Looking closely at the job positions, there are roles like stablecoin compliance expert, blockchain payment architect, and quite a few titles. So all the previous talk about not being interested in crypto was just lip service; behind the scenes, they’ve screened a bunch of resumes.
This reminded me of a joke from before: when WeChat Pay first came out, everyone said who would use it, cash is so convenient. But a few years later, even the market vendors were scanning WeChat QR codes. Now Apple and Google are quietly hiring stablecoin people; maybe in a couple of years, when you buy a coffee with your iPhone, you’ll just pay directly with USDC, as naturally as using Apple Pay now.
But then I thought again, it’s not that simple. The timing of their recruitment is very subtle—it coincides with the US SEC gradually loosening regulations on stablecoins. What does this mean? They didn’t suddenly fall in love with crypto; they saw the policy window opening and quickly secured their positions. When regulations are fully implemented, others will still be fumbling around while Apple and Google will have their products ready.
The funniest part is, the crypto community has been shouting "let the world adopt cryptocurrencies" for years, but not many people actually use them. Meanwhile, the tech giants don’t shout at all; they quietly hire a few people and might just get the job done. The real experts do it this way—silently paving the way, and by the time you realize it, they’ve already taken over the market.
However, I don’t plan to buy any stablecoin concept stocks just because of this news. Big companies hiring doesn’t mean they’ll make money immediately; from hiring to product launch to profit, there’s still a long way to go. But this signal is definitely worth noting—when Apple and Google start researching stablecoins, it means this thing is really not far from mainstream.
Thinking about it, it’s quite interesting:
1. Real big changes are never shouted out loud. Those who shout revolution every day are often the least successful; those who work quietly might actually change the world.
2. The entry of giants isn’t necessarily good news. If they really make stablecoins work, the decentralized stuff we play with now might get absorbed again.
3. Don’t underestimate the giants’ slowness. They may seem slow usually, but when they really pick a direction, their speed and resources are unmatched by small companies. They’re just hiring now; by the time you see the product, they’ve already completed the layout.
#Apple、Google招聘稳定币相关人才，或进军加密支付？ Still not asleep at 1 a.m., and the trending list is topped again by $FIL — up nearly 20% in a day, quite fierce.
OKEx spot is around 1.221, UTC+8 open about 1.199, 24h high/low roughly 1.227 / 1.013, with a trading volume over 21 million U, the order book is not thin. The talk outside mostly revolves around the mid-October project team unlocking and dissolving lockups, with the gross issuance expected to be cut by about 75%, plus the AI storage narrative has been brought up again. Don’t mistake narrative for volume; when hot, it’s easiest to see a midnight pullback.
$BTC is about 84160, $ETH about 2690. First, see if $FIL can hold 1.20 / 1.15; above that, it needs to digest around 1.23. Night session is thin, just take a light look.
$FIL $BTC $ETH #FIL #Filecoin #Trending #NightSession #RiskWarning
The above is only personal observation and does not constitute investment advice. Contracts carry risks; enter the market cautiously.