Crypto KOL Community & Market Trends

The true buying point is extremely painful; the true selling point is extremely hard to let go of.

The privacy L1 blockchain Psy Protocol, which raised $9 million, has released its testnet tutorial!
Psy Protocol is an L1 blockchain focused on privacy.
What’s most impressive is that it follows the PoW route (it previously reached 52,1000 TPS directly on its test network),
combining Bitcoin’s neutral and secure PoW mechanism with the high speed and scalability of new blockchains, and claiming it aims to achieve Internet-scale throughput.
Its funding is also quite strong: ROOTDATA shows that it has already raised $9 million, with major institutions such as Blockchain Capital participating.
The key point is that its official public testnet is already live, so if you have time, go complete the basic tasks!
Step-by-step task guide:
Step 1: Log in
Open the official interaction website directly ( ,
then choose to connect your wallet or log in directly with your Google email.
Step 2: Complete the social and daily tasks
Go to the “Activities” section on the page and clear the tasks according to the requirements:
1. Link your X and DC accounts
2. Complete the daily check-in
3. Complete all the remaining trivial tasks shown
#空投 # transactions

Keep working toward the goal of 50k. Everyone is welcome to show plenty of support. #BlueVMutualFollow Connect with more friends in the community, with sincere interaction and mutual support at heart. Follow for a guaranteed follow-back!

The person who designed this logo is truly a genius. This design instantly broke out beyond the crypto circle with a low barrier to entry: insiders find it witty and narrative-driven, while outsiders can quickly grasp the idea that “All On Binance” means you can get everything done on Binance. Sometimes, a flash of inspiration from a creative genius in the community really does make people’s eyes light up.

A whale sold 429k $UNI on-chain 6 hours ago, swapping it for 929.3 ETH ($1.75 million) and making a profit of $320k. 1⃣He bought 629k UNI at an average price of $3.34 in June-July, spending $2.1 million. 2⃣Recently, UNI rebounded from a low of $2.4 to $4.4. The whale took profit today by selling 429k UNI for 929.3 ETH ($1.75 million) at an average price of $4.09, making a profit of $32.

ADP 44k, gold $4,200, BTC $64k: Three numbers reveal what the market is betting on today

First, look at three things.

First, ADP at 44k.

U.S. private-sector employment in July increased by only 44k jobs. June was 95k, while the market expected 75k. Nearly half. The lowest since January.

The labor market is cooling.

Second, gold at $4,200.

Spot gold broke above $4,200, while COMEX futures climbed above $4,300. It gained more than 3% in a single day, its biggest rise since February. A six-week high.

The market is betting real money on one thing—rate cuts.

Third, BTC at $64k.

Spot Bitcoin ETFs saw net inflows of $211.5 million on Tuesday. But BTC's price did not budge, remaining stuck at $64k.

ETFs are buying, but the price is not moving.

When you put these three numbers together, what do you see?

The normal logic should be:

Weak ADP → cooling rate-hike expectations → a weaker dollar and falling Treasury yields → surging gold.

By the same logic, BTC is “digital gold” and should rise along with it.

But reality is: gold is surging, while BTC is playing dead.

Where is the disconnect?

First, the Coinbase premium has remained negative for nearly 80 consecutive days. U.S. institutions are selling, Asia is buying, and the net result is—nothing.

Second, a Wintermute trader put it bluntly: ETF buying has come in, but it has not pushed prices higher. The marginal buyers in the spot market are not genuine persistent long buyers.

Third, BTC needs three conditions to achieve a sustained rebound: continued ETF inflows, cooling Treasury yields, and no rate hike from the Federal Reserve. The first two are happening, but the third—the Fed is still holding rates steady at 3.5%-3.75%, while three committee members internally want to raise rates.

So the situation now is:

The macro wind has started blowing—rate-cut expectations, a weaker dollar, and risk aversion are all in place.

But BTC's sails have yet to unfurl.

Gold has already ridden this wind to $4,200. BTC is still at $64k, like someone waiting for the wind to arrive—the wind is here, but the sails have not moved.

$65k is the signal that the sails have been raised.

A high-volume move above $65k would show that the macro logic has finally transmitted to the crypto market. If it cannot break above that level, the market will continue grinding within the “positive news is fully priced in” scenario.

ETFs are buying, but the price is not moving—this is more anxiety-inducing than a decline.

Because you are waiting for a rally that should have happened, but it simply is not happening.

$65k. Keep a close eye on it. That is the signal. #Gate上线宇树科技盘前合约 #加密市场回升 #GateCard消费返现最高8% $BTC $ETH $XAU

I buy, it drops—that’s chasing the top and becoming a doomed retail bagholder! I buy, it keeps rising—that’s a master-level right-side trade!

$SNDK plunged 13% after its earnings report; expectations for memory stocks were simply too high, and anything short of explosive guidance gets punished:
1. It is now around 1250. Whether it can hold above 1000 is the make-or-break level; if it fails, the sell-off will continue.
2. The best dip-buying opportunity would be a direct drop to the 200-day moving average at 900. Being stuck between the 100-day and 200-day moving averages will only mean painful choppy trading.
3. Memory stocks have to deliver perfect guidance; otherwise, the technical picture favors further downside. Watch the previous lows around 1130 first.

This whale, who went all-in on leverage to short 1,600 BTC ($102 million) yesterday, was stopped out by the rebound in the early hours, closing a $13 million position and realizing a loss of $146k. 1⃣Yesterday morning, he used the maximum 40x leverage to short BTC worth $102 million, with a liquidation price of $64,889. 2⃣He later placed stop-loss orders starting from the liquidation price, within the $64,885-$68,254 price range, with 50 BTC per order. 3⃣At 4 a.m., BTC

44k Jobs vs. 3.7% Inflation: The Fed Is Caught Between a Rock and a Hard Place, While BTC Awaits an Answer

The ADP data came out yesterday—private-sector employment increased by just 44k in July.

That was nearly half of the expected 75k. Compared with June's downward-revised 95k, it was cut in half outright. It marked the weakest performance since January this year.

Jobs in the goods-producing sector fell by 3,000 outright. The employment engine is visibly stalling.

The employment data is shouting: “Stop! Don’t raise rates anymore!”

But at the other table, the inflation data is shouting: “Raise them! Keep raising them!”

The June PCE inflation rate rose 3.7% year over year, far above the Fed’s 2% target. Fed Governor Cook came right out and said that if inflation data does not improve, she is prepared to support a rate hike. Kansas City Fed President Schmid went even further, saying that current monetary policy is “not restrictive” and must become tighter to bring inflation back down to 2%.

The employment card says stop, while the inflation card says raise.

The Fed is caught between a rock and a hard place.

Raise rates → curb inflation → but potentially kill employment completely.

Don’t raise rates → save employment → but allow inflation to become a chronic disease.

Whichever side it chooses, someone gets hurt.

On July 30, Fed Chair Warsh was still saying that “there is no conflict between the dual mandate.”

But the data is right here—employment is collapsing and inflation is high. You say there’s no conflict?

The market trusts the data, not pretty words.

CME data explains the situation best.

The probability of a 25-basis-point rate hike in September is 54.4%, while the probability of keeping rates unchanged is 45.6%.

It’s a fifty-fifty split.

The market itself doesn’t know which side to bet on. This is extremely rare in the Fed’s history. Philadelphia Fed President Paulson and Kashkari expressed completely opposing views on the same day. One said rates should rise, while the other said they should not.

The divisions within the Fed are even greater than those in the market.

Now let’s look at crypto.

BTC is trading sideways near $64,000. Spot Bitcoin ETFs recorded $211.5 million in net inflows on Tuesday—BlackRock alone accounted for $44k.

Institutions are buying, pouring real money in.

But the price simply is not breaking out.

Why? Because macroeconomic uncertainty is keeping retail investors from following. The Fear and Greed Index is at 25–27, in the extreme fear zone.

Institutions are buying the dip while retail investors stand aside. A $210 million inflow cannot move the price—something that would have been unimaginable six months ago.

Over the next two weeks, the market will repeatedly swing between two narratives:

Narrative one: Weak employment → no rate hike → risk assets rise

Narrative two: Persistent inflation → continued hikes → risk assets fall

Friday’s nonfarm payrolls and next week’s CPI will each send this needle swinging wildly.

Be ready for a roller coaster.

My view? Don’t bet on either side until the Fed figures things out for itself.

At $64,000, watch more and act less. Let the bullets fly for a while. #Gate上线宇树科技盘前合约 #加密市场回升 #GateCard消费返现最高8% $BTC $ETH $SOL

$WDC and $SNDK falling after their earnings reports has basically become market consensus. The good news is that $INTC was not dragged down by these three companies (plus AMD), so the strong will remain strong, and I’m preparing to buy back in. In addition, I believe the overall rebound is very likely not over, with the three companies using their earnings reports as an opportunity to pull back.

Bye-bye, Dali

Let's get out for now. $AMD 's earnings report dragged things down once, and there's another $SNDK earnings report after today's close. During the day, we were still saying resistance was at 110, but it turns out the round-number level at 100 isn't so easy to break through; let's get out first and see—trading Intel this time was still quite comfortable.

Buying Bitcoin back now doesn’t mean you’ve truly missed out. The cost may even be lower. But if you’re still stubbornly holding a full spot position in ETH and altcoins, to put it bluntly, your investment career may already be over ahead of schedule. And don’t think I’m being alarmist. In fact, 90%

My big mouth, hahaha.

Are you still holding ETH at $1,870?

Look at the surface first: positive catalysts keep coming, yet the price is as dull as a blunt knife.

It fell 0.5% over the past 24 hours, retreating nearly $100 from the July high of 1,980. The ETF has seen net inflows for multiple consecutive weeks, with another $53.75 million flowing in yesterday alone. The deflationary narrative at the protocol level is gaining momentum, and even whales are quietly accumulating—but the price simply will not move. The Bollinger Bands have narrowed to an extreme, trading volume has shrunk, and the RSI is neutral to weak. A major move is imminent.

First question: ETFs are buying, whales are buying—who is selling?

On August 4, U.S. spot ETH ETFs saw net inflows of $53.75 million. BlackRock’s ETHA alone bought $42.46 million. This trend has continued for several weeks.

At the same time, on-chain data shows that whales are increasing their holdings net, while retail investors are distributing.

Think “everyone has run away”? The truth is—those running are the small retail holders who cannot hold on, while the ones entering are all mega-whales.

Second question: Developers want to shut down ETH’s “money printer”

Several core developers, including a team associated with Justin Drake, have proposed EIP-8361/8363. The proposal is simple:

Once the amount staked reaches a threshold of approximately 60 million ETH, validator rewards would be sharply reduced or even burned, bringing ETH’s net issuance close to zero.

If this proposal passes, staking rewards will be cut substantially, and the supply of new coins will approach zero.

Combined with EIP-1559 burning, ETH will shift from “low inflation” to “net deflation.”

Third question: How long has 1,850 held? Do you still remember?

Since late July, ETH has been moving back and forth between 1,850 and 1,950. The daily chart is entangled around the 20-day and 50-day EMAs, while the Bollinger Bands have narrowed to an extreme—this is a classic sign of a major move ahead.

The 1,850-1,860 range has already been tested four times. Buying pressure has supported the price every time it was touched, but each rebound to 1,900 has been sold back down. The bulls and bears have reached a “terrifying equilibrium” here—neither side dares to move first, but both know the balance will soon be broken.

The battle between bulls and bears—judge for yourself

On one side:

ETFs have seen net inflows for multiple consecutive weeks, with BlackRock buying $42.46 million in a single day yesterday

The EIP-8361/8363 proposal will push ETH’s net issuance toward zero, strengthening the deflationary narrative

More than 41 million ETH staked, with 33% of the supply locked up and liquidity continuing to tighten

Whales are increasing their holdings net while retail investors are cutting losses—a classic bottom signal

The 1,850-1,860 range has held through four tests, confirming the support

On the other side:

The Federal Reserve’s interest rate is 3.5%-3.75%, and hawkish remarks are weighing on risk assets

The ETH/BTC exchange rate continues to weaken, with capital favoring Bitcoin

A lack of strong catalysts has made the price numb to good news

If macro data comes in hawkish, such as stronger-than-expected nonfarm payrolls or CPI, another sell-off may follow

Key levels

Upside resistance: 1,880-1,888 → 1,900-1,905 → 1,930-1,950 → 2,000

Downside support: 1,860-1,864 → 1,839-1,850 → 1,820-1,825 → 1,780

Range-trading strategy:

Go lightly long on a pullback to 1,850-1,860, with a stop-loss at 1,835 and targets of 1,885-1,900. Go lightly short on a rebound to 1,885-1,900, with a stop-loss at 1,915 and targets of 1,860-1,850.

Breakout strategy:

If the daily candle closes decisively above 1,900 and holds, go long, targeting 1,930-1,950/2,000, with a stop-loss below 1,870. If it breaks below 1,839-1,850 on heavy volume, switch short or chase the short, targeting 1,820/1,780, with a stop-loss above 1,860.

For long-term believers:

The 1,839-1,850 range is giving you a fourth chance to get on board in the past three months. If you believe in the deflationary narrative of EIP-8361, and if you believe ETF inflows will continue—invest with your eyes closed and build your position in batches.

Ironclad risk-control rules:

Risk no more than 1-2% of your total position on any single trade, and pay attention to funding rates when using perpetuals. Reduce your position and stay on the sidelines before and after nonfarm payrolls/CPI to avoid large overnight swings.

ETH at $1,870 looks remarkably like BTC at $25,000 in 2023—

99% of people thought “this garbage will never recover,” but after the ETF was approved, it shot straight from $40k to $70k.

In this market, I have seen too many moments when “the fundamentals are strongest while the price is weakest”—and every time, they have been the biggest opportunities.

Ethereum has not changed; what has changed is your patience. #Gate上线宇树科技盘前合约 #美股芯片股全线大涨 #GateCard消费返现最高8% $BTC $GT $ETH

Jensen Huang just shared NVIDIA’s newly launched Alpamayo 2 Super
It is an open reasoning model designed specifically for autonomous driving
After watching it, I feel that the fields of Uber, taxis, food delivery, and others will only become increasingly competitive in the future
Because it does not merely “see” road conditions
It can also understand its surroundings and analyze situations
Moreover, before taking action, it first completes its reasoning
In the future, whether it is autonomous Robotaxis, self-driving trucks, shuttles, delivery vehicles, agricultural machinery, or even various autonomous mobile robots, they can all use it as a core capability
What is even more noteworthy is that NVIDIA has adopted the OpenMDW-1.1 license this time, allowing commercial use
This enables development teams to freely inspect, fine-tune, and deploy the model, while also aiming to further improve safety and reliability through an open ecosystem
Jensen Huang believes that the next wave of AI will be robotics
And autonomous driving is the starting point of the next AI revolution
AI is steadily moving from chatting and writing code toward an era in which it can truly act in the real world
Human life will truly become completely different
$NVDA

$PUMP is heating up!

$PUMP is making strong moves, hitting a 24-hour high of 0.002589 with a solid +6.23% daily gain.

The momentum isn't slowing down either:

7D Growth: +37.96%
30D Growth: +57.94%
24h Volume: 22.59M USDT

Strong buying pressure is pushing prices upward.

Are you holding, taking profits, or loading up for the next leg higher?#GateReserveRatio117% #StrategySells1637BTCAndBuysBackSTRC #TetherGoldGrows9.5%

Gold suddenly surges past 4200! Are you still waiting to buy the dip at 4000?

ADP employment data collapsed, the US and Iran are suddenly set to sign an agreement, and oil prices plunged 8%—gold surged by over $100 in a single day, jumping straight from 4073 to 4213. Those still waiting to buy the dip at 3800 or 4000 may be kicking themselves tonight.

First: The Strait of Hormuz is about to reopen, oil prices crashed, yet gold surged? Is the logic reversed?

US Treasury Secretary Bessent said the US and Iran could reach an agreement today or tomorrow and reopen the Strait of Hormuz. Negotiations between Iran and Oman have also made “positive progress.”

As soon as the news broke, international crude oil prices plunged more than 8% in off-hours trading.

In theory, easing geopolitical tensions and falling oil prices should weigh on gold. But gold surged today instead—why?

Because the plunge in oil prices directly eased inflation concerns.

As inflation expectations fell, the market immediately reduced its bets on a Federal Reserve rate hike. The probability of a September rate hike fell straight from 65% to 57%. US Treasury yields declined in tandem.

Gold’s true enemy has never been geopolitics, but interest rates. As rate-hike expectations eased, gold was like a compressed spring suddenly released.

Second: ADP data exploded, and the labor market is unable to hold up.

July ADP employment, released tonight, increased by only 44k.

What was the forecast? 70k. What was the previous reading? 98k.

The 44k increase was the smallest since January this year. The lower bound of forecasts from 26 economists was 50k—the actual data was worse than even the most pessimistic forecast.

With the labor market collapsing, can the Fed still remain hawkish? The market has already begun repricing rate-cut expectations.

Third: Technicals—Is 4200 a ceiling or a starting line?

Gold opened at around 4073 today and surged straight to a high of 4213. The intraday gain was nearly 3%, with a volume-backed breakout above the upper boundary of the recent consolidation range.

But don’t celebrate too soon—short-term RSI has already entered overbought territory (70-80+), making it extremely unattractive to chase the rally.

On a larger time frame, the daily chart has not completely reversed its medium-term bearish structure. Today looks more like a “strong rebound after a correction” than confirmation of a new primary uptrend.

Key levels:

Support: 4150-4170 (first line of defense on a pullback) → 4100-4070 (today’s low + previous congestion zone) → 4000 (psychological level)

Resistance: 4210-4220 (today’s high) → 4250 → 4300

Bulls vs. bears—you decide

Bullish cards:

ADP employment came in at 44k, far below expectations, heating up rate-cut expectations

Oil prices plunged 8%, easing inflation concerns

The Bank of Korea announced on August 3 that it would resume gold purchases, marking the first time since 2013

A CITIC Securities research report: 4000 is highly likely to be a bottoming area, and gold remains in a major bull market

Global central banks made net purchases of 289 tons in Q2, a seasonal record

Bearish cards:

The intraday gain is already nearly 3%, with clear short-term overbought conditions

If the Strait of Hormuz news is disproven (negotiations collapse), a rebound in oil prices would immediately pressure gold

Nonfarm payrolls are due Friday; strong data could send gold back to 4100 or even lower

The larger time frame remains within a corrective channel, with no confirmed reversal yet

Short term:

Wait for a pullback to the 4150-4170 range and scale into long positions, with a stop-loss below 4100

Targets: 4250 first, then 4300-4320

If gold quickly retreats after rising and breaks below 4150, cautiously try a small short position, with a stop-loss at 4220 and a target of 4100

Reduce positions or lock in profits as much as possible before Friday’s nonfarm payrolls—unexpectedly strong data could send gold straight back to 4100 or even lower.

Medium to long term:

Build positions in batches within the 4000-4200 range. CITIC Securities believes 4000 is highly likely to be a bottoming area.

Target: If catalysts become clear (economic slowdown, renewed geopolitical tensions, a shift in rate expectations), gold could challenge 4500-5000 again.

In August 2026, gold fell from 5600 to 4000, a 25% decline.

How long did you hesitate at 4000-4100?

Today it surged by over $100 to 4200 in a single day. Those still waiting for 3800 or 4000 may never get the chance.

When everyone is waiting for “one final drop,” the bottom has already passed.

You didn’t dare buy gold at 4000.

Will you chase gold at 4200?#Gate上线宇树科技盘前合约 #美股芯片股全线大涨 #GateCard消费返现最高8% $BTC $XAU $XAUT

Even various MISS can rally premarket 🤣 What was that saying again: it’s already at the bottom… Look at it from another angle, borrowing a fellow investor’s words: “An innovative transformation stock with such solid dividend income and so much disagreement—cherish the shares below 60!” Doesn’t everything suddenly make sense?