Crypto KOL Community & Market Trends

Have the Real Bottom-Fishing Signals Appeared? These Stocks Are Starting to See Fund Inflows:
1. Nvidia $NVDA
Nvidia was still challenging its all-time high earlier, and its overall trend was stronger than that of many semiconductor stocks. The main question now is whether it can hold key support after the pullback from the highs.
2. Apple $AAPL
After challenging a new high, it continued moving lower. Recently, Nvidia, TSMC, Lumentum, and technology-sector ETFs have all experienced sharp pullbacks after reaching new highs.
3. Google $GOOGL
If you are bullish on AI but concerned about the debt and financing risks of pure-play AI cloud companies, large technology companies like Google are worth watching closely.
4. Amazon $AMZN
If the AI infrastructure industry continues to grow, Amazon may prove more resilient than independent computing-power companies that rely solely on large-scale financing to expand.
5. SpaceX $SPCX
After pulling back from around 172, it has now fallen back into a key support zone. This area will be extremely important going forward. In the short term, closely watch 142–145. Only if it holds will there be an opportunity for a continued rebound.
6. Micron $MU
In the short term, closely watch the 890-900 line of defense. If it can hold here, gradually recover lost ground, and move back above the 100-day moving average, it may have a chance to strengthen again.
7. Palantir $PLTR
It continued to gap down at the open today, briefly falling below the short-term stop-loss level, but then reclaimed VWAP and gradually moved higher while consolidating along the 20-day moving average, indicating that buying at lower levels is starting to return.
8. AMD $AMD
AMD is somewhat different from Micron and Intel. It had still been consistently making higher highs, and its overall structure was relatively stronger. However, short-term pullback pressure remains.
9. Intel $INTC
It first suffered a sharp decline, then rebounded into an area with relatively heavy institutional selling pressure before pulling back again. It has now entered a key short-term support zone and needs to stop falling and rebound as soon as possible.
10. ServiceNow $NOW
ServiceNow was one of the stronger-performing software stocks that day. Some software stocks posted fairly strong rebounds after returning to the area around their 50-day moving averages.
11. CrowdStrike $CRWD
Although some software stocks rebounded very well, CrowdStrike's price action was not ideal. This indicates that the software sector is not recovering across the board. Some stocks are starting to attract buying, while others remain weak.
12. CoreWeave $CRWV
CRWV has fallen back into a historically critical support zone. If support holds, first look for a short-term move to fill the gap near $76, then watch $79. If the AI investment boom continues, the stock may have significant room to rebound.
13. SanDisk $SNDK
The stock is showing signs of being oversold, and it has often performed strongly during past advances. The stock initially sold off sharply in the morning, then reclaimed VWAP and gradually formed higher lows. Its performance into the close was especially strong.
14. Nebius $NBIS
Short-term selling pressure has eased somewhat, and some funds have begun attempting to bottom-fish. However, new cloud-computing stocks are often highly volatile, and a rebound does not mean that fundamental risks have disappeared.
15. IREN $IREN
Not only did it fall sharply, but it also broke below the key level near $29, reaching a low of around $26, clearly weaker than the previously expected 30–31 support zone.
16. Rocket Lab $RKLB
Rocket Lab also showed a typical oversold rebound that day: It initially declined in the morning, then reclaimed VWAP and steadily moved higher while consolidating.
17. Lumentum $LITE
After selling off sharply in the morning, it reclaimed VWAP and then steadily moved higher while consolidating. Going forward, focus on whether it can hold the low of the rebound day and whether it can form a higher low during a pullback.
18. S&P 500, Nasdaq $QQQ $SPY
The Nasdaq's 100-day moving average720 is currently a key level to watch. For the S&P 500, pay attention to support around the 50-day moving average 768 and the 100-day moving average 757.
19. Semiconductor ETFs $SMH
The most important level now is support around 535-540. If it can quickly stop falling and rebound, the short-term bullish structure may still be preserved.
20. Tesla $TSLA
The trend is beginning to reverse, with rebound highs getting progressively lower. For now, focus on resistance around 380–382. If the rebound is rejected there again, the stock may continue falling toward around 346.
If you want to go long, focus on stocks that have already fallen sharply, are beginning to reclaim VWAP, and are forming higher lows!

PPI 6.3% Blows Up, Yet the Market Actually Rebounded: Who Is “Pretending Not to See” Inflation?
When you see the 6.3% PPI figure, your first reaction is, “It’s over—rate hikes are coming. Run.”
Then you open the charts—the three major US stock indexes all closed higher, while Bitcoin was pulled back to $82k after breaking below $80k.
You’re baffled: With data this bad, why are prices rising?
US September PPI rose 6.3% year-on-year, versus expectations of 5.4%, hitting its highest level since December 2022. Core PPI rose 5.0% year-on-year, versus expectations of 4.4%. The month-on-month increase was 1.3%, versus expectations of 0.5%, nearly tripling the forecast.
A 10.8% month-on-month surge in energy prices was the main driver—the retail price of diesel briefly surged to $6.528 per gallon, up more than 70% year-on-year.
This is not “inflation declining.” This is a full-scale resurgence of supply-side inflation.
At the moment the data was released, US stocks and BTC did briefly fall. Then the sell-off was quickly absorbed, and risk assets rebounded across the board. The Dow rose 1.08%, while the S&P 500 gained 0.33%. After briefly falling below $80k, Bitcoin was pulled straight back to $82,285.
The negative catalyst was absorbed—completely.
First, look at one key figure: CME data shows that the probability of a rate hike in October rose only from 22.1% to 27.7%, while the probability of no change remained at 72.3%.
In other words, the market simply did not treat this PPI report as a signal that a rate hike was imminent.
Major institutions including CICC and CITIC Securities are largely in agreement: no move in October, followed by another rate hike in December. The market is not betting that “inflation has disappeared,” but that “a rate hike will not come immediately”—even if it is only betting on a time gap of just over a month.
The PPI data was released on October 15. The FOMC meeting is on October 27-28.
In other words, there are still nearly 12 days between the data release and the rate-setting meeting. Those 12 days are enough for shorts to cover, for short-term funds to make a rebound trade, and for the market to turn the phrase “the negative catalyst has been fully priced in” into “a buying opportunity after the negative catalyst is realized.”
This is not that “the market is not afraid of inflation.” This is a speculative rebound—betting that “the market will not immediately die in the short term.”
However, one signal has been overlooked by most people.
The New York Fed’s October manufacturing index surged to 25.5, far above the expected 10.25 and the strongest level in nearly five years. More importantly, businesses’ price expectations for the next six months rose to their highest level since 2022.
The message is clear: Businesses themselves believe they will have to raise prices further.
The combination of economic resilience and stubborn inflation means the risk of a December rate hike is being seriously underestimated. The market is celebrating the possibility of no rate hike in October today, but business-side data is saying: “You won’t escape December.”
Let’s be frank.
The market is rising not because inflation has improved, but because “it is not yet time to take action.”
Short covering created the rebound, short-term funds created the illusion, and the 12-day time gap created the delusion.
But inflation has not disappeared. It is simply waiting quietly.
The market is celebrating that “the rate hike has not come immediately.”
But inflation is saying: “I will definitely come.”
The winner of this race against time has yet to be revealed.
Do not mistake a speculative rebound for a trend reversal.
📌 If you understand the logic of the “72-hour time gap,” you have one more layer of insight than those chasing rallies and panic-selling. #美国9月PPI大超预期 #韩林博士受邀牛津大学辩论社演讲 #日韩股集体大跌 $BTC $ETH $SKHY

$INJ ‌ has flipped the momentum, and buyers are back in control.
After dipping to $7.061, INJ has rallied to $8.56, reclaiming key levels with a strong hourly breakout. The Supertrend has turned bullish at $7.81, adding strength to the setup.
Key levels:
Support: $8.25–$8.30
Stronger support: $7.80–$7.95
Resistance: $8.56–$8.63
Targets: $8.80 → $9.00
A clean break above $8.56 could extend the move, while holding above $8.25 would keep the recovery structure healthy. After this sharp rally, a retest would be constructive.
INJ is looking stronger. Now it needs to turn this breakout into sustained support.
$NVDA ‌#USSeptemberPPIBeatsExpectations #GateWCTCS9GlobalTradingCompetition

$ACU is showing promising bullish momentum on the 15minute chart.
After consolidating around $ACUpricebroke out with strong upward movement and reached a local high near $0.1030.
$ACUis now trading around $0.1000,withthe $0.1011levelremaining important to watch.
Holding above the $0.0970 $0.0975supportzone could help maintain the current recovery structure while a strong move above resistance may bring another test of the recent high.
Watching volume and price action closely as the next move develops.
Patience and confirmation matter more than chasing the pump.#ACU #USSeptemberPPIBeatsExpectations #Crypto #Gate

$ACU USDT — Potential Long Setup
ACU is trading near a key support zone after a sharp pullback. A bounce is possible, but confirmation is important before entering.
Entry Zone: $0.095–$0.100
Support: $0.090–$0.088
Stop-Loss: $0.086
Resistance: $0.110–$0.114
Targets:
TP1: $0.110
TP2: $0.114
TP3: $0.125
This is a potential buy zone, not a confirmed reversal. Wait for price to hold support and show strength before taking a long entry.
#SolanaMajorUpgradeScheduled #ACU

Bitcoin is absolutely brutal right now.
$BTC dropped $4,000, liquidating over $800M in longs, then bounced back to $82K and wiped out $50M in shorts within just 60 minutes.
Bulls got rekt. Bears got trapped.
Nobody is safe in this market.

Bitcoin is absolutely brutal right now.
$BTC dropped $4,000, liquidating over $800M in longs, then bounced back to $82K and wiped out $50M in shorts within just 60 minutes.
Bulls got rekt. Bears got trapped.
Nobody is safe in this market.

$LITE I cut my losses. I know I most likely sold at the bottom, and even if it wasn’t the absolute bottom, it may have been close; but I still cut my losses. Not doing so would mean lacking discipline, and it would also affect my mindset. Maybe the outcome of this trade was already determined the moment I decided to switch it from a spot position to a USDT-margined contract! Since the decline began, my overall position has currently drawn down 10%, so I can only say it’s actually pretty good.

JUST IN: 🇺🇸 US PPI data came in at 6.3%
Expectations: 5.3%
#USSeptemberPPIBeatsExpectations #DrLinHanSpeaksAtOxfordUnion
#USSeptemberCPITopsEstimates
#GateWCTCS9GlobalTradingCompetition
$BTC

THIS SHOULD BE A LESSON FOR EVERYONE.
Someone turned $56,000 into $12.25 Million in 4 months by trading BTC and alts.
At this point, the best thing to do was leave the casino, but he did the opposite.
He started taking even more leverage, which resulted in his entire portfolio getting wiped out.
The guy now has only $21.8K left, even less than from where he started.
That's why keeping money is even more important than making it; otherwise, you'll end up giving everything back to the market.

AI narrative—it’s all about the gap between expectations! 🧠⚡️
$SI Superintelligence, a BNB Chain AI Meme worth keeping an eye on. Whether it can break out ultimately depends on capital flows and price-volume action.
CA: 0xfef4d972bec2319ffbe8698f9f71c7b392ae7777
#SI #BNB #AI #Meme #DOGE #PEPE

It’s over! PPI massively exceeded expectations, with inflation data hotter than yesterday’s CPI 🔥
September PPI rose 6.3% year over year, far above the expected 5.3%.
Micron, QQQ, and Nvidia surprisingly recovered slightly. The fact that they didn’t continue to plunge after such poor data came out indicates that the negative news had already been priced in.
At the close, watch whether $CRWV can hold above the 52-week low of 60.55.

The macro environment is the rise and fall of the tide, determining whether many boats rise or fall together.
Industry trends are ocean currents, determining whether a particular group of boats moves faster or slower.
A company’s fundamentals are the quality of the boat itself, determining whether it can ultimately outperform others.

If the AI bubble bursts, which of these 10 U.S. stocks will crash first?
1. NVIDIA $NVDA
The risk is that it is no longer just selling chips; it is also deeply tied to the financing and computing power procurement of some AI infrastructure projects. If downstream computing companies run into cash flow problems, NVIDIA could also suffer the backlash.
2. Google $GOOGL
Even with massive AI infrastructure investments, it has little to worry about. Advertising, cloud computing, and YouTube can all generate revenue, and it also holds substantial net cash. If the AI bubble really bursts, it may fall along with the broader market, but it is unlikely to suffer serious damage.
3. Microsoft $MSFT
Its AI investments are enormous, but its Azure cloud business and enterprise software can continue providing cash flow, giving it strong risk resistance. What warrants attention is its deep ties to OpenAI, as well as data center depreciation and massive capital expenditures.
4. Amazon $AMZN
This year's AI infrastructure investment is expected to reach as much as $220 billion, an astonishing rate of spending. However, AWS, advertising, and e-commerce all provide sources of cash flow. Even if AI investment cools, it can adjust its subsequent budget.
5. Meta $META
Its ability to make money is not an issue. The real risk is that its AI infrastructure spending is growing increasingly large. Unlike Microsoft and Amazon, it does not have public cloud operations of comparable scale. If monetization fails to keep pace, its return on capital could decline.
6. Broadcom $AVGO
Its high customer concentration is a hidden risk. If a small number of customers cut their orders, its growth rate could suddenly slow. The extent of customer dependence and the sustainability of orders also need to be monitored.
7. Micron $MU
Memory chips are a typical cyclical industry. However, AI-driven demand for HBM, along with long-term purchase agreements, can provide it with some support.
8. AMD $AMD
Its valuation has already priced in many expectations. Some major customers have received warrants to purchase AMD stock, which is essentially a way for the supplier to use equity incentives to drive customer purchases.
9. CoreWeave $CRWV
It borrows money to buy GPUs and build computing capacity, then rents that capacity to AI companies. Its business model is highly dependent on a small number of major customers continuing to make payments. If GPU rental prices fall and equipment utilization declines, revenue will decrease, while financing and debt repayment pressure will continue to rise.
10. Bloom Energy $BE
A single customer accounts for 73% of its quarterly revenue, and its stock price had previously risen sharply, making its valuation far from cheap. If a major customer reduces purchases, the company could face a double blow to both its performance and valuation.
Behind the AI feast, it is crystal clear who is swimming naked!

The crypto space is very real in that when KOLs have a falling-out, they can turn on each other just like that.
In traditional industries like civil engineering and e-commerce, even if you’re upset, you still have to smile and play along, since acceptance checks, supply, and payment collection could all be held up, and no one dares to fall out lightly.
But the crypto space simply doesn’t play by those rules. Everyone makes a living from the market, and profits or losses depend entirely on market conditions and ability. If you don’t get along, you part ways and each goes off to take their own orders. The arguments may look ugly, but at least they save everyone the trouble of pretending to be polite.
It’s just that this business got pretty unlucky: they took on a birthday banquet job, only to get dragged into the whole mess and criticized along with everyone else.

Where is Trump? The market has fallen this much—come out and say something to save it!
💬 Now is a great time to buy!
💬 You'd better go buy stocks right now!
💬 The U.S. economy is taking off!
💬 The economy will shoot up like a rocket!
💬 The market will prosper, stocks will prosper, and the country will prosper!
💬 The Federal Reserve should cut interest rates quickly!

solana:pumpCmXqMfrsAkQ5r49WcJnRayYRqmXz6ae8H7H9Dfn has fallen 16% over the past 24 hours. One address may have contributed to PUMP’s decline today: 7 hours ago, it sold 1.264 billion PUMP directly in a single on-chain transaction for 5.483 million USDC at a selling price of $0.0043. Because it sold in a single transaction, it incurred 5% slippage; if it had split the sale into multiple transactions, it could have sold for $578