Crypto KOL Community & Market Trends

Dear, playing Mission Uncrossable is really starting to feel more and more like a free-for-all
Recently, everyone in the community has been flooding into my @Roobet game
Half of them are shouting, “Keep going!”
The other half are urging me to cash out
In the end, when the chicken got flattened, they actually cheered
Isn’t it just a chicken crossing the road?
Who would’ve thought it would turn into an all-night game haha😆
Come immerse yourself in the game with me!
Link:
By the way, feel free to leave a comment and send me a screenshot after you finish playing～

MicroStrategy has already broken even😂

If BTC rises another $800, MicroStrategy will break even: their cost basis is $75,385. Their unrealized loss has already declined from $9.904 billion a few days ago to $685 million today, recovering $9.219 billion.

Bitmine’s ETH position has also improved from an unrealized loss of $8.513 billion a few days ago to $5.879 billion today, recovering $2.634 billion.

📌 Three facts about BTC at 75000:

1️⃣ The White House says: It has discussed buying a large amount of Bitcoin

On August 19, Trump met with crypto executives from Coinbase, Ripple, Robinhood, and others in the White House Roosevelt Room, explicitly stating that the U.S. government had discussed accumulating a “substantial amount” of Bitcoin and other cryptocurrencies. He also said crypto “greatly eases pressure on the dollar” and that the U.S. must become the “crypto capital of the world.”

2️⃣ Congress hits the brakes: CLARITY Act passage odds fall from 82%→20%

On February 19, prediction markets put the probability of the CLARITY Act being signed into law in 2026 as high as 82%. By mid-August, that figure had fallen below 20%. Galaxy Digital was even more pessimistic, cutting it directly to 10%.

The Senate will not reconvene until September 14, with a procedural vote scheduled for September 15—which requires 60 votes to advance. Republicans hold only 53 seats, meaning at least 7 to 8 Democrats must cross party lines to support it. The Democrats’ biggest demand at present is that Trump must liquidate his $1.4 billion in crypto assets.

Do you think they can reach a deal?

3️⃣ Market surge: $1.23 billion liquidated in 24 hours, shorts trampled

In the early Asian session on August 21, Bitcoin broke through $75,000, gaining more than $5,300 intraday. Over the past 24 hours, more than 130k people were liquidated globally, totaling $1.23 billion—with $1.05 billion in short positions liquidated.

One address shorted BTC and ETH eight consecutive times over two days, and was liquidated every time, suffering cumulative losses of $3.28 million.

The corpses of shorts covered the road to $75,000.

💡 Conclusion:

This is not a bull market driven by “government buying.”

The White House said it had “discussed” it—there is an enormous distance between discussing something and actually spending money. There is no purchase size, no timeline, and no authorization documents.

This is a rebound built on the corpses of shorts.

Months of selling drove the price down to just above $60k, while large short positions piled up. One remark from Trump triggered a short squeeze, forcing shorts to buy to close their positions, and cascading liquidations pushed the price up to $75,000.

The real test comes on September 15—the Senate vote.

If it passes, the regulatory framework will be established and institutional long-term capital will enter.

If it fails, the CFTC will provide rules as a backstop, but expectations will be cut in half.

Around $75,000, both bulls and bears are suffering.

But one thing is certain:

The U.S. can never return to the era of “declaring war on crypto.”

Trump said it himself—“the war on crypto is completely over.”

Regardless of the outcome on September 15, this ship has already sailed.##BTCETH反弹交易思路 #Gate股票观点挑战 $BTC $SOL $ETH BTC breaks through $75000

Chen Guilin’s Trading Notes: August 21, 2026 Bitcoin $BTC : I. Medium- to long-term perspective: 1. From the day Bitcoin began to rebound, I made a subjective prediction that the primary task of this rebound (OR reversal) was to break through the daily MA200 moving average. This has now been achieved;

From now until September, any pullback is a buying opportunity; once September arrives, reduce positions and avoid risk. The CLARITY Act postponed until September will most likely fail to pass, and is expected to coincide with negative market catalysts and trigger another major shakeout.

President Trump just signed the “National Space Transportation Policy,” with the goal of increasing launches from approximately 200 today to 1,000 per year by 2030!

With the launch target surging fivefold, these 10 leading U.S. space stocks are ready to take off:

1. SpaceX $SPCX
The launch target has been raised to 1,000+ launches. SpaceX alone currently accounts for the vast majority of U.S. launches. Starship and Starlink stand to benefit the most, with launch frequency, satellite deployment, and Moon and Mars missions all directly aligned with the policy, further solidifying its leading position.
2. Rocket Lab $RKLB
The second-largest commercial launch provider in the United States. Its Electron small rocket is already launching at a high frequency, while its Neutron medium-lift rocket is about to come online. Simplified regulatory approvals and new launch sites under the policy will help it rapidly expand capacity and win more commercial and government contracts.
3. Redwire $RDW
Specializes in space infrastructure, including satellite structures, in-orbit services, and 3D printing. A surge in launches means greater demand for satellites and space infrastructure. As the policy encourages public-private infrastructure development, Redwire is a pure-play space infrastructure stock positioned to directly benefit.
4. Intuitive Machines $LUNR
A lunar lander specialist. The policy explicitly supports Americans returning to the Moon in 2028 and commercial lunar transportation. The company has already delivered payloads to the Moon for NASA multiple times. The commercial lunar economy and future Mars missions are its primary arenas.
5. AST SpaceMobile $ASTS
A communications company that directly connects ordinary mobile phones to satellites. A major increase in launches will allow it to deploy its satellite constellation more quickly. Policy support for commercial space expansion will lower its network construction costs and accelerate coverage, creating enormous potential in the direct-to-device satellite communications market.
6. Lockheed Martin $LMT
A traditional aerospace and defense giant involved in satellites, missile warning systems, and lunar systems. With the policy emphasizing national security and commercial priorities, both government and commercial orders are expected to increase, creating a dual growth engine of stable dividends and space operations.
7. Northrop Grumman $NOC
An expert in space launches, cargo spacecraft, satellites, and in-orbit services. As the policy calls for rapidly expanding domestic space transportation capacity, the company stands to benefit directly from its defense background, commercial projects, launch site expansion, and an increase in missions.
8. Planet Labs $PL
Owns the world’s largest commercial Earth-observation satellite constellation. Cheaper and more frequent launches will allow it to replenish satellites more quickly and increase imaging frequency. As the policy drives the commercial space economy forward, demand for Earth-imaging data will only continue to grow.
9. Firefly Aerospace $FLY
Driven by its Alpha small commercial rocket and Blue Ghost lunar lander. The policy’s major streamlining of approvals, construction of new launch sites, and support for commercial lunar missions will help it accelerate launch frequency and secure more NASA and commercial contracts, making it a pure-play launch and lunar exploration stock.
10. Voyager Technologies $VOYG
Focuses on space infrastructure and commercial space stations, and is a partner in Starlab. The policy clearly calls for expanding domestic space transportation capacity and the commercial space economy. Once launch volume increases, demand for in-orbit services and space station modules will rise significantly, making Voyager a hidden beneficiary of space infrastructure growth.

The final battle for commercial space has begun!

Why do most beginners struggle to trade successfully? The reason is that before they have a trading system capable of generating consistent profits, they take in too much scattered information. For example: Why is Bitcoin rising?

Update: This hacker spent another 7.954 million U to purchase 3,386 ETH 6 hours ago. Over the past day or so, they spent a total of 46.49 million U to buy 21,659 ETH, at an average price of $2,146. They are now sitting on an unrealized profit of $4.14 million.

Yesterday, while chatting in SPACE, I also said: I feel that, psychologically, the real growth on the trading side this cycle is that, for most of the time, we’ve genuinely managed not to preset the market’s direction while trading; the anchor you preset—that is, what’s often called an obsession—can sometimes be a good thing. For example, if the OGs hadn’t been obsessed, they wouldn’t have been able to sell their houses and land to go all-in on Bitcoin, turning $1 into 10,000x;

The whale that spent 20 million USDC to purchase 10,501 ETH at $1,904 one month ago has fully exited: It sold 5,250 ETH yesterday and another 5,250 ETH early this morning, selling at an average price of $2,257 and receiving 23.7 million USDC. It made $3.7 million in profit in one month.

Tom Lee’s Soul-Searching Question: Why Wait Until the Bottom to Take Action?

1. Don’t fantasize about buying at the absolute bottom
Whether you’re a veteran or a newcomer, give up the illusion of timing the exact bottom. No one in the world can buy at the absolute low.

2. Miss the 10 best-performing days, and you’ll have worked for nothing this cycle
In any market cycle, there are only a handful of days with the strongest gains and biggest contribution to returns—perhaps just 10 days—but they account for nearly most of the total increase.
If you happen to miss those days, even if the market keeps rising afterward, your overall returns will shrink significantly and may even end up being almost for nothing.

3. The once-in-four-years cycle bottom may be just 2 months away
From a broader cycle perspective, we may very well be on the eve of a structural bottom that occurs once every four years. The window to the true bottom may be only about two months away.

4. Smart investors are slowly nibbling in now
Don’t wait until you see that the bottom is in before you dare to buy. In the current range, starting to build a position in batches and buying small amounts gradually is the most prudent strategy.
Big opportunities in crypto often arrive fast and aggressively!

BTC breaks above $75,000; $750T in shorts liquidated. Is this a short-squeeze rebound or a trend reversal?

Over the past six weeks, Bitcoin traded sideways between $62,000 and $66,900. Market sentiment was frozen, and the Fear Index once fell to its lowest point.

Everyone was short. Perpetual futures funding rates remained negative for an extended period, and shorts piled leverage to the extreme.

Then—

On the evening of August 19, BTC surged straight up from $64,000, reaching a high of $75,700 today.

In 24 hours, $3.3 billion in positions were liquidated, including $3.07 billion in shorts. Nearly 200k people were wiped out in one wave.

This was the largest liquidation wave since 2021.

Then everyone started asking the same question:

Can this move continue?

Will the market be left in ruins after the short squeeze?

My view is—

The short squeeze is the gunpowder, policy is the fuse, and ETFs are the fuel.

A short squeeze alone cannot sustain a trend. But with all three resonating, this rally may last longer than most people imagine.

Three signals. Judge for yourself.

Signal one: ETFs recorded net inflows for three consecutive days, with $517 million on August 19 alone

This is not short-term speculative money.

On August 19, U.S. spot Bitcoin ETFs recorded $517 million in net inflows, their highest single-day inflow since May 4.

Net inflows continued for three straight days. BlackRock's IBIT attracted $285 million in a single day.

Institutions are building positions with real money.

Signal two: White House crypto meeting + Treasury expands Treasury buybacks

On August 19, Trump met with crypto industry executives from Coinbase, Ripple, Gemini, and others in the Roosevelt Room of the White House.

He said three things:

“The government has completely ended its war on cryptocurrencies.”

“The United States has discussed accumulating a considerable amount, or even a large-scale amount, of Bitcoin.”

“Cryptocurrencies have significantly eased pressure on the dollar.”

That same day, the U.S. Treasury announced that it would increase the size of long-term Treasury buybacks from $2 billion to $4 billion.

Long-term Treasury yields fell in response. The dollar weakened.

Macro liquidity and the regulatory environment both improved.

The president and Treasury of the world's largest economy sent crypto-friendly signals on the same day.

Signal three: Perpetual futures funding rates reverse for the first time after remaining negative for an extended period

This is the easiest signal to overlook, but the most important.

CryptoQuant founder Ki Young Ju posted on X:

“For the first time since Bitcoin hit a new all-time high in October 2025, Bitcoin demand has turned positive in both the spot and perpetual futures markets at the same time.”

BTC's rebound during the earlier period was mainly driven by futures, while spot buying never caught up—it was “walking on one leg.”

Now spot demand has also turned positive.

The market structure is shifting from “everyone short” to “a balance between longs and shorts.”

Ki Young Ju put it clearly: “If this trend continues for a month, it would be reasonable to conclude that the bear market has ended and a new bull-market cycle has begun.”

One day's data can reflect sentiment and a short squeeze. A month's data comes closer to indicating a trend. So,

The short squeeze is the gunpowder—$3 billion in shorts were liquidated, and forced buying pushed prices higher, creating a chain reaction.

Policy is the fuse—the White House's endorsement plus the Treasury's expanded buybacks delivered macro and regulatory tailwinds simultaneously.

ETFs are the fuel—institutional funds recorded net inflows for three consecutive days, not short-term speculative money.

A short squeeze alone can at most support a rebound, followed by a complete mess.

But if all three resonate—

This rally may last longer than most people imagine.

But don't celebrate too soon.

IG chief technical analyst Axel Rudolph pointed out that this rally will face an important test next—the ability to maintain its current momentum and further challenge the area around $75,000.

What is the key?

Whether ETFs continue to record net inflows over the next week.

If inflows stop—this move is purely a short-squeeze rebound, and profit-taking at high levels and the rebuilding of leverage will amplify volatility.

If they continue—then it confirms a new trend. #24小时全网爆仓8亿美元 #BTC breaks above $75000 #BTCETH反弹交易思路 $BTC $ETH $SOL $SNDK $NVDA

I recently tried out a platform called ZMO, and overall, it was pretty easy to use. To be honest, quite a few crypto trading platforms have a certain learning curve for beginners, especially when it comes to futures trading. When you first get started, the order book, positions, margin, and various parameters are all displayed together, so simply figuring out how to place an order can take quite a bit of time. But I recently gave ZMO a try, and my most noticeable impression was that it tries to simplify the trading process as much as possible.

Niu Lai!! Fuck him up!!

The overall U.S. stock indexes have been too weak, and with FUD over various Anthropic challengers and a slowdown in the second derivative of ARR, plus its IPO drawing near, it feels like a storm is brewing on the eve of $SPCX ’s listing
Looking back, although SPCX’s listing did not directly cause the broader market to crash, market liquidity and sector rotation accelerated significantly from that month onward, and July saw the start of a major correction. Therefore, the impact of the second trillion-dollar mega-cap on the overall AI sector (excluding AI healthcare) will certainly not be a positive driver
Walmart $WMT ’s earnings report today also showed signs of cooling on the consumer side. Although semiconductors did not continue yesterday’s decline today due to a slight uptick in South Korean stocks, they were not particularly strong given the broader index correction. With NVIDIA’s 8/26 earnings report drawing closer, market capital as a whole is shifting into defensive retreat mode.

SOL at $86—are you chasing it?

Look at the surface first: up 20% in a week and breaking through.

Over the past month, SOL kept grinding within the 70-80 range, caught between upward and downward pressure. Starting on August 18, volume surged and two consecutive large bullish candles directly pierced the 80 ceiling, reaching a high of 87.5. The 24-hour gain was around 10%, while more than $1 billion worth of shorts across the market were liquidated, completely blowing out short sellers.

The weekly chart broke out of the compression zone on rising volume. RSI quickly recovered without entering overbought territory, the MACD golden cross expanded, and as long as the bears aren't dead, the rally won't stop.

First: the Agave upgrade is here—Solana has changed its engine.

Agave v4.2 is now active, reducing slot times from 400ms to 350ms, increasing block compute units, and significantly lowering storage rent. The Alpenglow upgrade plan will advance in Q3, compressing finality from 12.8 seconds to 100-150ms.

Transactions are faster—so fast that you can barely feel the delay

Rent is cheaper, and developer costs have plunged

Second: Circle is printing money, and capital is flowing back.

Circle has continuously issued USDC, cumulatively amounting to several hundred million dollars, while Solana's stablecoin supply has reached $16.3 billion. Active addresses have reached a new high, and non-vote transaction volume has hit a record, exceeding 1 billion transactions on a weekly basis.

DeFi TVL is around $4.9-5.3 billion, while RWA has expanded to several billion dollars in scale, with tokenized stocks, credit products, and others continuing to launch. ETF-related products recently saw their highest single-day/weekly inflows in months, while institutions such as Bitwise are exploring tokenization/staking products.

Third: the macro window has opened.

The U.S. Treasury has expanded buybacks of long-term Treasuries, pushing yields lower and benefiting risk assets across the board. BTC and ETH have surged together, while SOL, as a high-beta asset, has performed even better—BTC rose 5%, while SOL rose 10%. That's the appeal of high beta.

The market is currently in a short-term risk-on window driven by “improving macro liquidity + derivatives squeeze.” The Jackson Hole global central bank conference is just around the corner, and any dovish signal could trigger the next wave.

You be the judge in the bull-bear battle

On one side (bulls):

Agave v4.2 + Alpenglow upgrades, a qualitative leap in performance

USDC issuance by Circle + net ETF inflows, with real money entering

A high-volume breakout from the 80 compression zone, confirming a bullish technical shift

Improving macro liquidity, with Jackson Hole potentially adding fuel

On the other side (bears):

The short-term rise from 70 to 86 has been too large, and profit-taking could surge at any time

Inflation remains high, and the Federal Reserve could pour cold water on the rally at any moment

Solana has historically been haunted by outages

If 87-90 fails for the third time, it could retest 80

Key levels

Upside resistance: 87-90 → 95-100 → 120-130

Downside support: 80-82 (former resistance turned support) → 75-78 → 70-72

Trading strategies

Short-term traders:

Open a small long position around 86, add on a pullback to 84-85, set a stop-loss at 80-81, take half off at 88-90, and add if it holds above 87 on strong volume, targeting 95-100.

Swing traders:

Wait for a pullback to the strong 80-82 support zone before taking a heavy position, entering on rising volume after confirmation from the candlestick and contracting volume, targeting 95-100, with a stop-loss at 78.

Long-term believers:

Dollar-cost average in batches below 80. Solana's “high throughput + low cost” moat remains unchanged, with a target of 150-200 by the end of 2026, betting on the full implementation of Alpenglow + ETF approval.

The shorts have been blown out; now it's the bulls' turn to perform.

From being pressed down from 70 to 80, then soaring from 80 to 86—the shorts have died twice, and FOMO hasn't truly begun yet.

On the day 90 breaks through, you'll realize:

It wasn't that SOL was no good; it was that you got off before takeoff every time.

At 86, do you dare chase it? #BTC突破71000美元日内涨幅10.5% #ETH暴涨20%突破2300美元 #BTCETH反弹交易思路 $BTC $ETH $SOL $MU $SPCX

Why do people say this world is just a slapdash operation?
I have a friend who spent six months tightening screws on a workshop floor and learned a bit of drafting from his colleagues.
Later, he applied for an engineering job and, forcing himself to be bold, claimed to have two years of experience. He was exposed after 20 days on the job and fired.
In theory, the story should have ended there.
But unexpectedly, those 20 days of experience became his stepping stone to his next job.
He joined a new company, learning while working and gradually making up for his lack of experience. He has now been there for 5 years and is responsible for both the North China and South China regions.
Another close childhood friend had an even more unbelievable experience.
After self-studying for just one week, he applied for a bid specialist position.
Only after joining did he discover that most people at the company were not as capable as he had imagined.
So he learned while working, and after 3 years, he has become a pillar of the company.
That is why many people do not step onto the stage only after they are ready; they step onto it first and slowly learn along the way.
Many so-called barriers, areas of expertise, and authorities are far less solid than we imagine.
That is why people say: this world is essentially just a slapdash operation.
And the crypto world is even more so.
You may think every project team has everything carefully planned, but in reality, they are often feeling their way across the river by stepping on stones.
You may think there is a precise logic behind the market, but in reality, many rallies are driven simply by narratives, capital, and sentiment.
So, do not assume others are too smart, and do not think you are incapable.
The most authentic side of the crypto world is this: the people on stage may not know the answer, and the people below the stage may be no worse than them.

After I published my previous article, many people messaged me saying they didn’t see the registration link and registered and downloaded it themselves, so they couldn’t be added to the whitelist.

I’m posting it again. Please note that you must click the link or enter the invitation code to register and download it in order to enjoy the exclusive benefits.

1. Priority card selection, whitelist access, and expedited activation
2. An additional 50➕10 Singapore dollar coupon:

Dear, what should I do?
I thought it was a bear market, so I could study hard and improve every day
But on the way back to school
The bull market is here~
Bulls, come back quickly
Continue sitting idly on-chain
#BullMarketArrives