Crypto KOL Community & Market Trends

Dear chats, my dream AI assistant would remember the little things 🫶
Such as…
How I like my notes. The context behind a project. The details I really don’t want to explain again.
That’s the part of @noma_network that interests me most: personal AI agents with private memory, alongside connections to different models and platforms.
NClaw also provides a unified API for accessing and switching between multiple AI models.
I’d love to have one help turn scattered ideas into a usable content outline, with my preferences already in context.
And honestly, one-click deployment makes the idea feel much more approachable.
I can happily spend an hour getting a sentence right.

Setting up infrastructure requires a very different kind of patience! Curious to see how NOMA brings these pieces together for everyday use.
#NOMA

Tokenized stocks hit a new all-time high of $3.8B in market cap, led by SECZ at $302.6M, per Token Terminal.

KOLs attending Token2049 generally fall into four types:
Thick-skinned: chats with everyone, a true social butterfly
Good at English: can chat anywhere, opening with “bro”
Good at content: while others tour the venue, they turn it into ten pieces of content
Strong at trading: not much to say—just check the PnL
Which type are you at Token2049?
Or... do you fit all four?

Why do miners join a mining pool?
Solo mining means relying on your own hashrate to find a block, which can lead to long periods without a reward.
A mining pool combines the hashrate of many miners and distributes rewards based on each miner’s contribution.
Two common payout models:
PPS+ → More predictable payouts based on submitted shares, with transaction-fee rewards included according to the pool’s payout rules.
PPLNS → Your payout depends on the blocks the pool finds and your contribution during the relevant share window.
Simple idea: pooling hashrate can make mining rewards more frequent and predictable than relying on solo mining.
#ViaBTCacademy

ADA at $0.27—are you going to chase it?
RealFi just went live, and T. Rowe Price quietly added it to an active ETF, pulling it from $0.244 to above $0.27 in two days—but $0.28 is like a wall, with three failed attempts to break through. Is this institutional entry, or another bull trap?
First, the surface: down 68%, suddenly back from the dead.
ADA has fallen 68% over the past year, rolling from its $3.10 ATH down to the $0.20 range. Its market cap is down to $10 billion, ranked 15th, and it had nearly been forgotten by the market.
Yet on October 3, it was still at $0.244, then surged directly above $0.27 in two days. It is up 9% over the past 7 days and 25% over the past 30 days. 24-hour trading volume expanded, while open interest rose 25%.
The candlesticks tell you: $0.262-$0.282 is the newly formed range, with $0.27 stuck in the upper-middle. Daily RSI has surged to 71, making the short term overheated. Every indicator is shouting one thing: don't chase; wait for a pullback.
First: RealFi went live, and this time it is not just hype.
On October 1, Cardano's RealFi officially went live. Stablecoins can enter institutional lending products, advertising annualized yields of up to approximately 9%, corresponding to USDrf and sUSDrf.
In plain English: ADA finally has a real yield-generating use case it can present to institutions, instead of drawing blueprints for an “academic chain.”
This is why ADA has outperformed BTC and ETH over the past two days. But note—the product has just launched, and revenue has not yet entered financial statements. You are buying expectations, not profits.
The bullish catalyst is real, but your position may not be able to hold until it is realized.
Second: T. Rowe Price allocated to it, but don't read too much into it.
T. Rowe Price added ADA to an active crypto ETF. This is an allocation within a registered product, not approval of a spot ADA ETF.
There is a compliance signal, but no second institution has appeared with a follow-on subscription yet. Gains driven by a single event are the most likely to retrace after the news is digested.
Remember one thing:
Institutions buy allocations; you chase emotions. They operate on different time horizons.
Third: Technically, $0.28 is the truth detector.
The $0.276-$0.282 range above is today's supply zone and also the near-term high since May. Above $0.285, the next level is $0.30; without a high-volume break above $0.282, don't talk about $0.30.
Below, $0.262 is today's low; $0.250 is the round-number level and the 4-day closing range; $0.244 is the October 3 launch point; $0.237 is this cycle's low.
At $0.27, price is stuck in the upper-middle of the range; chasing here leaves you awkwardly positioned in either direction.
$0.28 is not resistance—it is a truth detector. Break above it on volume, and the bears shut up; fail to break above it, and the bulls pay the bill.
Bulls vs. bears—you decide
On one side:
RealFi goes live, with institutional lending products launched
T. Rowe Price's active ETF allocation, a compliance signal
Outperforming BTC/ETH over the past two days, showing independent rotation
Open interest is rising, while the funding rate remains low (+0.003%), not extremely crowded
On the other side:
Still down 68% over the past year, more than 90% below its ATH
A huge circulating supply, with no scarcity premium
The Dijkstra upgrade is not due until the end of 2026 and cannot be priced in today
Three failures to break above $0.28; BTC failed twice at $87,000; ETFs saw $90 million in net outflows on Monday
Daily RSI at 71, overheated in the short term
The key level is $0.27, just one breath away from the $0.282 line that determines the outcome.
Upside resistance: $0.276-$0.282 → $0.285 → $0.30 → $0.32
Downside support: $0.262 → $0.250 → $0.244 → $0.237
Trading strategies
Aggressive:
At most, take a small position near $0.27, with a stop-loss at $0.258. First target: $0.280; second target: $0.285. Take half off first at $0.278.
Conservative:
Wait for $0.250-$0.255 before considering an entry, with a stop-loss at $0.242. An even better entry is near $0.244. If price does not reach it, use a small position; don't force it.
Breakout:
Only consider chasing after a high-volume hold above $0.285 and a pullback that holds $0.270, with a target of $0.30. Abandon the trade immediately on a false breakout.
Bears:
If the rally toward $0.278-$0.282 loses momentum, a small short position can target a pullback, with a stop-loss at $0.288 and targets at $0.262 and $0.250. Do not blindly short near $0.244.
Position sizing rule:
Risk no more than 2% of total capital per trade; leverage is recommended at no more than 3x. Open interest is rising, and wicks can wipe out highly leveraged positions.
Risk-control priorities:
If $0.262 breaks on volume, look to $0.250 and $0.244 next, and reduce the position first.
If the funding rate spikes clearly positive while open interest continues to pile up, do not add longs.
If BTC falls below $84,500, reduce ADA leverage first.
ADA now looks just like XRP in 2020—
Everyone was calling it a “zombie chain,” but once institutions entered, the price doubled directly.
But don't forget:
From $3 down to $0.27, are you still waiting for it to fall to $0.10? Institutions have already started writing allocation reports.
The day $0.282 breaks through, you will realize:
It is not that ADA is no good; you cut losses at the most fearful moments and chase highs at the most euphoric ones.#OneGate见证计划 #GT三季度销毁近200万枚 #CFTC拟设加密资产市场新类别 $BTC $ETH $ADA

Zoom out family... 😮‍💨
#BTC just printed a massive weekly Inverse Head & Shoulders.
After bottoming out at the $60K head and bouncing off the $76K right shoulder, we’re officially sitting at $86.5K and breaking right through that $80K-$82K neckline! 🚀 
Straight to six figures next or a quick retest first? What’s the play? 👇
#Bitcoin #BTC

ETH at $2,710—what are you waiting for?
The Glamsterdam testnet just activated on Sepolia on schedule, marking a major protocol upgrade—but ETH has barely moved, stuck right in the middle of the $2,710 range, while ETFs have seen outflows for five straight days totaling $200 million. Is this a golden opportunity where “good news is being ignored,” or are market manipulators grinding you down inside the range?
Look at the surface first: a major event landed, and the price is pretending nothing happened.
At 13:53 UTC today, Glamsterdam officially activated on Sepolia—testing proposer-builder separation, block-level access lists, parallel processing, and a higher gas limit at the protocol layer. This is the most critical rehearsal before mainnet.
And the result? ETH hit a low of $2,680 and a high of $2,728 today, closing at $2,710. Exactly the same as yesterday, with virtually no intraday movement.
In plain English: the project team is working desperately, while the market has not even blinked.
It is flat over the past 7 days and up 8% over the past 30 days, but still 45% below its ATH of $4,946. $2,710 is the middle of the range—not a breakout, not a bottom, just the line in the middle.
First: The testnet opened on schedule, so why didn’t the price rise?
Because the market buys the “expectation” and sells the “fact.”
Glamsterdam activating on Sepolia is a rehearsal, not mainnet. The timing for Hoodi and mainnet has not been brought forward. So $2,710 was not repriced.
The painful truth:
Retail traders are always waiting for “good news to land,” while the market makers have already finished running before “good news lands.”
Even more painfully, ETFs are still bleeding. Net outflows were $138 million last week, -$37 million on October 2, and another $51 million outflow on Monday, totaling approximately $200 million over five straight days. Cumulative net inflows still stand at $13.8 billion, with total assets of $17.5 billion, but money is flowing out, not in.
There are no new major treasury purchases, no institutional dip-buying, and staking lockups remain a medium-term story. In the short term, capital flows are grinding the price into the ground.
Second: The fundamentals have not broken, but pricing has stalled at $2,710.
ETH is still the settlement layer, L2s are still running, and the ETF channel remains open. The network is not broken.
But what are you buying at $2,710? You are buying “the structure has not broken + the testnet launched on time.” You are not buying “ETFs are accumulating again” or “institutions are FOMOing in.”
Compared with BTC, ETH has shown weaker elasticity over the past month. Compared with the 2025 high, it still has a long way to go. Your ETH is not dead, but it is not the main character right now.
The brutal truth:
ETH is not incapable—it simply has no one funding it right now.
Third: The candlesticks tell you that $2,710 is a crossroads.
The path is crystal clear: $2,635-$2,750 back and forth in late September, a high of $2,779 on October 2, a low of $2,651 on October 3, $2,700 yesterday, and $2,710 today.
Key levels:
Above:
$2,730-$2,750: supply zone over the past two days
$2,770-$2,800: ceiling over the past two weeks + dense liquidation zone
Only a daily close above $2,770 would put $2,900-$3,000 into discussion
Only a weekly close above $2,800 would prompt talk of $3,400—that is for later
Below:
$2,680: today’s low
$2,650: the October 3 and late-September low zone, which bulls must defend
$2,610-$2,630: lower liquidation zone
Further down: $2,440-$2,480
The daily moving averages remain in a bullish alignment, but upper wicks keep appearing between $2,680 and $2,770, with lower volume than in late September. $2,710 is stuck in the middle of the range. Holding $2,680 allows another test of $2,740; a daily close below $2,640 means treating it as a short-term pullback.
You decide the bull-bear battle
On one side:
Glamsterdam’s testnet launched on schedule, marking a major protocol upgrade
Daily moving averages are in a bullish alignment, and the medium-term structure remains intact
Up 8% in 30 days, with the $2,635-$2,780 range repeatedly holding
Cumulative ETF net inflows remain at $13.8 billion
On the other side:
ETFs have seen outflows for five straight days, with approximately $200 million flowing out this week
BTC failed to break $87,000 twice, while Monday’s ETF outflow was $90 million
Weak employment is suppressing rate-hike expectations, while the 10-year U.S. Treasury yield is at 5.25%
$2,770-$2,800 has failed three times, with volume shrinking
Macro: If BTC is unstable, ETH drops first.
On Tuesday, BTC was at the $86,000 midpoint and failed to break $87,000 twice. ETH’s beta is higher than BTC’s—if the broader market is stable, it can grind between $2,650 and $2,780; if BTC breaks below $84,500, ETH will first drop to $2,640.
The 10-year U.S. Treasury yield remains around 5.25%, while weak employment continues to weigh on the probability of an October rate hike. If liquidity does not give you a break, the technicals have to bow.
Trading strategy (no filler)
Aggressive:
Try a small long position around $2,710, with a stop-loss at $2,645. First target: $2,740; second target: $2,770. Take half off at $2,730.
Conservative:
Wait for $2,650-$2,670 before considering an entry, with a stop-loss at $2,610. An even better zone is $2,580-$2,620. If it does not reach that level, use a small position.
Breakout:
Only consider chasing after a high-volume break and hold above $2,780, followed by a retest that holds $2,730. Target: $2,900. Abandon it immediately if it is a false breakout.
Shorts:
If the move to $2,750-$2,780 loses momentum, consider a small short on the pullback, with a stop-loss at $2,810 and targets of $2,680 and $2,650. Do not stubbornly short around $2,640.
Position sizing: Risk no more than 2% of total capital per trade, with 3-5x leverage.
Risk-control priority (memorize this):
A daily close below $2,640 means reducing exposure, with the next levels at $2,580 and $2,480.
If ETFs continue to see net outflows this week, $2,710 will likely fail.
If BTC breaks below $84,500, reduce ETH leverage first.
ETH at $2,710 is in the same range as yesterday; the only addition is that Sepolia opened on schedule.
What you can still do is defend the $2,650-$2,780 range, not go all-in for $3,000.
You hope every day that ETH breaks $3,000, but it has not even cleared $2,770. ETH is not failing to rise—you are fooling yourself inside the range.
Watch two things: whether $2,770 can be cleared, and whether ETF outflows stop this week.#OneGate见证计划 #GT三季度销毁近200万枚 #CFTC拟设加密资产市场新类别 $BTC $ETH

PUMP at $0.0063—do you dare bet on it?
The buyback has burned $460 million and destroyed 17% of the supply, yet the price is stuck at the lower edge of the $0.0063 range—is this really a grave dug for you by the market manipulators using your fees, or the last chance for retail investors to get on board?
First, the surface: from 0.00115 to 0.0068, it more than tripled in three months. Up 26% over the past 7 days and 58% over the past 30 days. And then? It was 0.0064 yesterday and 0.0063 today, grinding sideways, neither rising nor falling.
Are you cursing in your heart: “Pump it, you idiot!”
Don’t rush. I’ll tell you this: at the current level, you’re a hundred times smarter than those chasing the rally, but ten thousand times more vulnerable than those holding no position.
First: the buyback is real, but it is not a floor.
Pump.fun uses 50% of its daily net revenue to buy PUMP on the market and permanently burn it, with the contracts locked for one year. By the end of September, it had burned a cumulative $466 million and destroyed 168.6 billion tokens, accounting for 17% of the total supply.
Sounds impressive? Let me put it in plain English:
It’s like throwing money into a fire. The fire burns brightly, but that doesn’t mean the price will rise.
In the first half of this year, the same mechanism spent $350 million on buybacks, yet the price still fell back near the launch price. Why? Because buybacks are a speed bump, not a floor. A $1 million daily bid cannot offset internal unlocks and market-maker selling pressure.
Don’t forget: roughly one-third of the supply is locked by insiders and related parties. The circulating supply has already reached 464 billion tokens, and the number of unlocked tokens far exceeds the number bought back each day.
You think it’s deflationary, but it’s actually slow blood loss.
Second: the 20% surge in September had nothing to do with you.
On September 28–29, PUMP jumped 20% in two days, from 0.0041 to 0.0060. The entire market was shouting, “The bull market is back!”
But do you know how that surge happened? Increased token issuance + a derivatives short squeeze + an ambiguous remark from an SEC staff member. It wasn’t a surge in fees or an explosion in revenue—it was simply sentiment and leverage.
Is there any new announcement today? No. Any news of fees surging? No. The market is just digesting the move at the end of September.
In plain English:
That pump was for you to watch, not to profit from. Chasing in now means taking the bags from those who entered on September 28.
Third: technically, it is stuck at the line between life and death, and 0.0062 is the key.
The current path: June low 0.00115 → September 26 at 0.0041 → September 29 at 0.0060 → October 4 high at 0.00681 → currently 0.0063.
Resistance above: 0.0065–0.0067 (supply zone), 0.0068 (the current-cycle high). Don’t talk about 0.008 unless it breaks above 0.0068 with volume.
Support below: 0.0062 (today’s low and short-term lifeline), 0.0058–0.0060 (the platform), 0.0051–0.0054, and 0.0047.
On the 4-hour chart, it is changing hands within the 0.0062–0.0068 range, with volume much lower than at the end of September.
In one sentence: if 0.0062 fails to hold, expect a deep short-term retracement; if the daily candle closes below 0.0058, look directly toward 0.0051.
You decide in the battle between bulls and bears
On one side:
The buyback mechanism remains intact, still burning $1 million every day
+26% over 7 days and +58% over 30 days; the trend remains intact
Pump.fun remains Solana’s largest meme launchpad, with revenue moving cyclically
A market cap of $2.9 billion, ranking near the top, with good liquidity
On the other side:
One-third of the supply is locked internally, and the unlock selling pressure outweighs the buybacks
BTC is around the 86,000 midpoint, ETF outflows are $90 million, and the broader market is moving sideways
0.0068 has failed three times, and the pressure at the top of the range is massive
The buyback spent $350 million in the first half of the year, yet the price still fell back to its starting point
The key level is 0.0063, just 0.0001 above the life-or-death line at 0.0062.
Breakout confirmation: hold above 0.00685 with volume, then retest without breaking 0.0066 → targets 0.0072 and 0.0078
Breakdown confirmation: break below 0.0062 with volume → next levels 0.0058 and 0.0051
Trading strategy (no fluff)
Short-term traders:
Try a very small long position around 0.0063, with a stop-loss at 0.00615. First target 0.0066, second target 0.0068. Take half off at 0.0065. Don’t take a heavy position—this is a gamble at the bottom of the range.
Conservative traders:
Wait for 0.0058–0.0060 before considering an entry, with a stop-loss at 0.00545. An even better level is 0.0051–0.0054. If it doesn’t reach those levels, use a small position and don’t rush.
Breakout traders:
Only consider chasing if it holds above 0.00685 with volume and retests without breaking 0.0066. Targets: 0.0072 and 0.0078. Abandon the trade immediately on a false breakout.
Bears:
If it rallies toward 0.0066–0.0068 and loses momentum, consider a small short on the pullback, with a stop-loss at 0.00695 and targets at 0.0062 and 0.0058. Don’t blindly short around 0.0062, as a rebound could easily punish you.
Position-sizing rule: risk no more than 1.5% of total capital per trade, and use no more than 3x leverage.
Risk-control priorities (memorize these):
Break below 0.0062 with volume → next levels are 0.0058 and 0.0051; reduce your position first.
BTC breaks below 84500 → cut PUMP leverage first.
Daily revenue falls to the point where buybacks nearly stop → 0.0063 will most likely fail.
PUMP now resembles the MEME coins of 2024—
It comes fast and leaves fast; only the fees are real.
You think you’re betting on the buyback, but you’re really betting on the next wave of new retail liquidity.
You think 0.0063 is the bottom, but it is actually just the lower edge of the range.
Buybacks can provide a floor, but they cannot create a bull market. New capital—not old code—is what really drives a pump.#OneGate见证计划 #GT三季度销毁近200万枚 #CFTC拟设加密资产市场新类别 $BTC $ETH $PUMP

We've been waiting 4 years for this Altcoins breakout.
Congratulations altcoin holders!
It's happening now.

$BTC is getting very close to a decisive move.
• Higher lows are building
• $86.6K continues to cap the upside
• The ascending triangle is running out of room
• Break and hold above resistance could start the next expansion
Eyes on $86.6K. 👀

Giri is picking up speed.
The memes are spreading, more eyes are finding $GIRI, and the ride is only getting started.
Keep watching. @girionhood
NFA.

ZEC at $1,360—are you chasing it?
It was still at $1,280 yesterday, then it was forcefully pushed to $1,360 today, making your heart race as you stare at the chart—but let me tell you a painful fact: this is not the restart of a major uptrend; it is the last gasp at the top of the range. Those who chase in will most likely be left holding the bag.
Look at the surface first: bouncing from $1,280 back to $1,360, retail traders are excited again.
It surged to $1,697 on September 26, then was dumped all the way to $1,271 on October 3. Today it first dipped to $1,280 before rebounding to $1,360. It has fallen 4%-15% over the past 7 days, risen 15% over 30 days, and ranks tenth with a market cap of $23 billion. 24-hour trading volume has expanded, and the daily candle closed with a lower-wick rebound—every group is shouting: “ZEC is coming back, let’s go!”
But stay calm for three seconds: From $1,697, it has already retraced 20%. The $1,270-$1,370 range is a box, and today it touched the top, not the bottom.
First: The NU7 testnet was brought forward, but the mainnet has not been signed off—don’t celebrate too early.
On October 4, the NU7 testnet was activated early at block height 4465026. Block time was cut from 75 seconds to 25 seconds, 60% of fees will go into reserves, and the halving curve remains unchanged.
Sounds impressive? Let me put it in plain English:
Testnet = rehearsal; mainnet = the official performance
Mainnet decision date: October 20
Target activation date: November 5
Today’s rebound from $1,280 to $1,360 came without any new upgrade news. This rebound is a range recovery, not a narrative breakout.
The early testnet activation is a positive, but until it is signed off, don’t treat it as realized bullish news. The market buys expectations and sells facts—October 20 is the real make-or-break judgment day.
Second: The ETF channel is open, but the incremental inflows are gone.
Grayscale’s ZCSH spinoff has been completed, with its previous size at around $900 million. Sounds huge?
But ZEC-related funds saw small net outflows on Monday, weakening alongside BTC and ETH.
This is not an isolated ZEC blowup; the entire market is bleeding. Spot ETF net outflows were around $90 million on Monday, while BTC has hovered around the $86k midpoint for two days and failed twice to break $87k.
In plain English:
The ETF door is open, but no one is bringing money in anymore. The channel is there, but the incremental capital is gone—it’s like a restaurant with its doors open but no food in the kitchen. If you rush in, you can only eat air.
Third: The candlesticks tell you that $1,360 is the top of the range, not the starting point.
Here is the price path:
September 26-27: $1,697 (top)
October 1: $1,482
October 3: $1,271 (bottom)
October 5: $1,330
Today: low of $1,278, rebound to $1,360
Key levels:
Above: $1,360-$1,378 is the overlap zone between today’s high and supply. A move above $1,380 → $1,410-$1,420. Without a high-volume move above $1,420, don’t talk about $1,500.
Below: $1,330 was yesterday’s price; $1,300 is the psychological level; $1,270-$1,280 is the structural lifeline; a break below points to $1,180-$1,200.
Today’s candle is a lower-wick rebound with average volume, not a high-volume breakout. The daily chart is still retreating from overbought territory, with short-term moving averages pressing down.
$1,360 is stuck at the top of the range. Only a close above $1,378 would count as leaving the box; a rally followed by a pullback could easily send it back to $1,300. If you chase in now, you are buying the ceiling of the box.
You decide in the bull-bear battle
On one side:
Early activation of the NU7 testnet, a medium-term technical positive
The ETF channel is open (Grayscale ZCSH)
The privacy narrative has not been invalidated, and the shielded pool remains
Up 15% over 30 days, outperforming BTC
On the other side:
A 20% retracement from $1,697, with high-level holders still distributing
ETF net outflows on Monday, with incremental capital disappearing
BTC failed twice to break $87k, and the broader market is bleeding
$1,360 is the top of the range, making the risk-reward ratio extremely poor
October 20 mainnet decision day = maximum uncertainty
The key level is $1,360, just one step away from the lifeline.
Resistance above: $1,360-$1,378 (today’s high + supply zone) → $1,410-$1,420 → $1,480-$1,494
Support below: $1,330 → $1,300 → $1,270-$1,280 (lifeline) → $1,180-$1,200
Trading strategies
Aggressive:
Don’t chase $1,360. If you must trade, wait for a pullback to $1,310-$1,330 and enter with a small position, stop-loss at $1,265, targets at $1,375 and $1,410. The current risk-reward ratio is too poor; it is not worth the gamble.
Conservative:
Wait for $1,270-$1,290 before considering an entry, with a stop-loss at $1,235. An even better zone is $1,180-$1,220. If it does not reach that level, keep the position small and don’t rush.
Breakout:
Only consider chasing after a high-volume hold above $1,420 and a retest that holds above $1,370, with targets at $1,480 and $1,540. Abandon a false breakout immediately; don’t get emotionally attached.
Bears:
If the rally to $1,360-$1,380 shows weakness, take a small short position on the pullback, with a stop-loss at $1,405 and targets at $1,310 and $1,280. Don’t blindly short around $1,270—that is the lifeline; only chase after it breaks.
Position-sizing rules:
Risk per trade must not exceed 2% of total capital
Recommended leverage is 3-5x; daily swings of 5-8% are common
A break below $1,270 on rising volume → next levels to watch are $1,200 and $1,180; reduce your position first
If BTC breaks below 84500 → reduce ZEC leverage accordingly
If October 20 is a no-go or the mainnet is delayed → expectations will be dumped first in the short term
ZEC now looks like ETH in May 2021—
Everyone was shouting, “A pullback is a chance to add,” and it ended up plunging from $4,300 to $1,700.
The day $1,270 breaks, you will realize:
It was not that ZEC was incapable—the problem was that you leveraged up at the top of the range every time.
There are only two things you can do now: wait for $1,270 to confirm, or wait for $1,420 to hold. Don’t FOMO at the intraday high.#OneGate见证计划 #GT三季度销毁近200万枚 #CFTC拟设加密资产市场新类别 ￥$BTC $ETH $ZEC

Stop blindly chasing Nvidia. These 2 giants are the real bargains to buy on pullbacks:
1. Nvidia $NVDA
Investors who bought at lower levels have already made huge profits. It is now in a high-level resistance zone. Although the broader trend remains in a major upward wave, it is currently in a high-price range and is not suitable for chasing higher.
2. Apple $AAPL
Although it has shown high-level consolidation and bearish divergence, the broader trend remains upward. The current price is relatively expensive, so it is not advisable to chase higher with a heavy position. Simply hold your shares and stay put.
3. Google $GOOGL
As long as it holds the 200-week moving average, the first target is the all-time high of 478. If a deep pullback occurs, that would be an excellent opportunity to add to your position.
4. Microsoft $MSFT
Its price action is similar to Meta’s. It has finished building momentum and is preparing for a strong rally. Remain firmly bullish.
5. Amazon $AMZN
Affected by reduced household consumption in the United States, its recent price action has been relatively range-bound, but a pullback would be an opportunity.
6. Meta $META
The major upward wave has begun. As long as support holds, the long-term target is directly 963.
7. Tesla $TSLA
The cycle bottom has been confirmed, and the future target price is directly 614.
8. AMD $AMD
It is currently in a strong major upward wave, and the bearish divergence has been absorbed. As long as key support holds, it will continue making new highs. Hold firmly and do not make unnecessary moves.
9. Micron $MU
The AI memory chip thesis remains strong and is still the secret to getting rich. The bottom of the pullback has been confirmed, with the ultimate target directly at 1466.
A deep pullback is a gift. Hold firmly and do not make unnecessary moves!

The airdrop registration link is pinned on the homepage, and the claiming instructions are also in the pinned tweet.

When I first arrived at @Mantle_Official RWA Day, I didn’t expect to see so many Builders on site
I chatted with a few people here and there, and they were either Devs or working on their own projects.
You really have to attend more offline events like this—there are so many interesting people you can only get to know by meeting them in person.
RWA is heating up 💚🖤

Altseason may finally be loading.
Altcoin dominance has broken out of its nearly 5 year downtrend, while the monthly MACD has stayed green for 7 consecutive months, its longest streak since 2020.
The setup is starting to look remarkably similar to the 2020 to 2021 AltSeason cycle.
If this breakout holds, altcoins could be entering a major rotation phase.

What are you waiting for with BTC at $86,000?
Today marks exactly one year since BTC’s all-time high of $126,000. Those who chased the top a year ago are down 32%, while those who called it a scam a year ago are now staring blankly at $86,000. The ETF suddenly turned negative yesterday, and $87,000 failed twice— is this the final escape window before the bull market ends, or are the whales deliberately shaking you out before the main rally?
Look at the surface first: it has risen, but in a way that makes people uneasy.
Over the past 7 days, it climbed from $83,000 to $86,000, but over 30 days it is still recovering. Yesterday, the Asian session pushed it to $87,000, but it failed to hold. Today, it is hovering around $86,000. The 24-hour low was $85,000 and the high was $86,100—a typical narrow-range consolidation.
The candlesticks tell you an awkward fact: the structure is intact, but there has been no breakout. $86,000 is stuck right in the middle of the $85,000-$87,000 range, unable to move up or down. The daily chart remains in an ascending channel, while the 4-hour chart has shifted from a surge into convergence. Trading volume is below the 5-day average—this is not the main rally; it is waiting for data.
First: the ETF turned negative yesterday, and that is more damaging than anything else.
Over October 1 and 2, spot ETFs still saw $290 million in inflows over the two days. On Monday, they suddenly recorded $90 million in net outflows. ETH was even worse, with outflows for five straight days totaling $200 million.
Does that sound like much? $90 million really is insignificant against $2.2 billion in trading volume.
But you need to understand the signal: the slope of fund flows has changed. In late September, ETFs were still seeing weekly net inflows of $2.4 billion; now, daily flows can be either positive or negative. Cumulative net inflows are still $57.7 billion, but the direction of new inflows has become unclear.
Put in plain English:
The big money has not run, but it is no longer rushing in either. It has started waiting.
Retail investors fear not a crash, but this kind of “dull knife” action—when it falls, they dare to buy the dip; when it rises, they dare to chase; when it moves sideways, they can only question their lives.
Second: Rate-cut expectations are providing support, but only barely.
September nonfarm payrolls were weak, and the probability of a rate hike in October remains low. The Federal Reserve rate is holding at 3.75%-4.00%, which looks friendly to risk assets on the surface.
But look at two numbers:
The 10-year U.S. Treasury yield is still around 5.25%
The dollar and oil prices are relatively strong
What does this mean? Money is still expensive, and liquidity has not genuinely loosened.
BTC failed twice to break through $87,000—not because of a technical problem, but because of a macro ceiling. Without new rate-cut expectations or a new liquidity narrative, $86,000 is the reasonable level that can currently hold.
The October policy meeting next week is the real turning point. Before then, $86,000 is the midpoint of the range, not the starting line.
Third: The anniversary is the most dangerous trap.
On October 6, 2025, BTC surged to a record high of $126,000. Today marks the one-year anniversary, and every media outlet will bring it up again.
What do you think retail investors will see?
“BTC is down 32% from its ATH”—panic
“Those who bought at $126,000 a year ago still haven’t broken even”—anxiety
“Is the bull market over?”—self-doubt
That is the emotional trap.
The high from a year ago has nothing whatsoever to do with today’s supply and demand. But the media needs a story, and retail investors need a reason—so the $86,000 midpoint will see amplified volatility because of emotional swings.
True old-school market veterans never decide whether to buy or sell because of an anniversary.
You decide the bull-bear battle for yourself
On one side:
The post-halving supply contraction logic remains unchanged
Long-term demand from corporate treasuries and ETFs remains
No abnormalities in hash rate; the network is healthy
The daily structure has not broken, and the $83,000 lifeline has not been touched
Cumulative ETF net inflows of $57.7 billion show that institutions have not withdrawn
On the other:
The ETF turned negative yesterday, and the slope of fund flows has flattened
Two failed attempts at $87,000, with clear supply overhead
The 10-year U.S. Treasury yield at 5.25% is suppressing risk appetite
Anniversary-related media sentiment could trigger selling pressure
Volume is shrinking, and upside momentum is insufficient
The key level is $86,000, only $1,500 away from the $84,500 line of life or death.
Resistance above: $86,500-$87,000 (5-day supply zone) → $87,500 (only discuss $90,000 after a high-volume move above) → $90,000-$92,000
Support below: $85,000-$85,500 (today’s low + platform) → $84,500 (key defense) → $83,000-$82,600 (late-September low, structural lifeline)
A daily close below $84,500 means treating it as a short-term pullback. Only a high-volume move above $87,500 warrants discussing the second leg.
Trading strategy (no unnecessary talk)
Aggressive:
Lightly test longs around $86,000, with a stop-loss at $84,800. First target: $86,800; second target: $87,500. Take half off at $86,500. Don’t get greedy.
Conservative:
Wait for $84,800-$85,200 before considering an entry, with a stop-loss at $83,800. An even better area is $83,000-$83,500. If it does not reach there, use a small position and do not force it.
Breakout traders:
Only consider chasing after a high-volume hold above $87,500 and a successful retest of $86,500. Target: $90,000. Abandon a false breakout immediately; do not get attached to the trade.
Bears:
If the move to $86,800-$87,200 loses momentum, a light short on the pullback is possible, with a stop-loss at $87,800 and targets of $85,200 and $84,500. But do not blindly short around $84,500—that is asking to get killed.
Risk-control priorities (memorize these):
Daily close below $84,500 → reduce positions, with $83,000 as the next level
If the ETF records consecutive net outflows again → $86,000 will most likely fail
If the October rate-hike probability rises back above 50% → reduce leverage first
BTC now resembles gold in 2023—
Everyone was waiting for a “clear signal,” but it moved sideways for six months, shaking out everyone who lacked patience, and then suddenly took off.
At $86,000, you don’t dare buy.
When it breaks through $92,000 on volume, will you once again regret not buying?
BTC is not denying you opportunities; you are getting worn down in the range every time, then trapped by chasing the breakout. #OneGate见证计划 #GT三季度销毁近200万枚 #CFTC拟设加密资产市场新类别 $BTC $ETH $SOL

Today’s AI U.S. stock information gap:
1. U.S. stocks surged as if in a crash, even though the 10-year yield rose to 5.31%; $QQQ hit a new high of 756, and $NVDA hit a new high of 239
2. $SPCX surged another 7% to 172, with institutions even setting a target price of 300; Musk revealed a partnership with $TSM on the massive chip fab Terafab
3. $AMD ’s Su Zifeng said there are shortages of products and wafers; CPU demand exceeds supply, with orders booked through 28, especially for HBM
4. Nvidia-backed Reflection AI kicked off the U.S. open-source AI defense campaign by releasing Beam, which is comparable to GLM-5.2 but trails Kimi K3
5. The surge was mainly driven by the Magnificent Seven weighted stocks; 70% of Nasdaq stocks are below their 50-day moving averages, indicating relative weakness. Not all tech stocks are rising.

RLC at $0.93—are you chasing it?
It was still trading sideways at 0.36 yesterday, pretending to be dead, and today one straight line shot it to 0.93, up 150%, with $270 million in trading volume—more than three times its market cap. No announcement, no positive catalyst, just a hard pump. Is this a market maker grabbing tokens, or are shorts being forced to jump out of the building?
First, the surface: it doubled in a day, but nobody knows why.
It rose 130%-150% in 24 hours, with $270 million in volume and a market cap of only $77 million. Turnover reached 350%—this is not buying pressure; it is a meat grinder. Today's low was 0.38 and high was 0.93, with an intraday range exceeding 140%. Daily RSI went straight into extreme overbought territory, and volume was dozens of times higher than in previous days.
In plain English: someone is violently pumping the price, someone is frantically closing positions, and retail traders are serving as cannon fodder in the middle.
First: there is no positive catalyst to be found, and that is the scariest part.
You can comb through Twitter, announcements, and official channels—there is nothing.
No product launch, no partnership, no listing, no funding. iExec is still the same decentralized computing project from 2017. It has carried the Web3, AI, and DePIN labels for eight years, but there is nothing new today.
So why did it rise?
The answer given in public reports is: a high-volume breakout + short covering. In plain English, someone used capital to force the price up, squeezed shorts into closing, and those closures pushed the price even higher, creating a chain-reaction stampede.
This is not price discovery; it is liquidity hunting.
You see 0.93 today and assume it is an “AI computing revaluation.” Let me tell you: the evidence is insufficient, so do not make up a story for yourself.
Second: the market cap languished at $30 million for three years—what drove a one-day doubling?
RLC's market cap stayed around $30 million for a long time. The network is still running and the token is still being used, but usage has never translated into sustained buying pressure.
There are 87 million tokens in circulation, nearly fully circulating, with no unlock narrative, no buyback narrative, and no deflationary narrative.
So why could it reach 0.93 today?
Because the float is too small and market depth is too shallow; a few dozen million dollars can send the price flying. This is not improving fundamentals; it is a wick created by perpetuals and spot markets scrambling for depth at the same time.
At 0.93, it is 1.5 times more expensive than 0.36. If you buy here, you are buying momentum, not a bargain.
Third: the technicals tell you this wick could break at any time.
Above: 0.93 is today's high. There is no recent structure above it, only the round number 1.00 and 1.15 from a year ago. Unless it holds above 1.00 on rising volume, do not talk to me about 1.15.
Below:
0.76-0.80: the intermediate step in today's rally
0.55-0.63: the platform after the early-session breakout
0.36-0.38: yesterday's launch zone. Falling back to 0.38 means the impulse is over.
Daily RSI is already overbought, and the volume is short covering, not accumulation. 0.93 is sitting at the intraday high; if you go long here, your stop-loss would need to be at least 0.76, making the risk-reward ratio absurdly poor.
Bulls and bears—judge for yourself
On one side:
$270 million in volume, with liquidity exploding instantly
Short covering may not be over
Small market cap + low float, making the pump cheap
If BTC holds steady, speculative capital may keep playing
On the other side:
No official catalyst whatsoever; the rise is inexplicable
The market cap languished at $30 million for three years, and the fundamentals have not changed
The float is nearly fully circulating, with no long-term narrative
BTC is in an $85,000-$87,000 range; once it breaks below $84,500, a small-cap token with such high turnover will be the first to get dumped
The key level is 0.93: it is only seven cents from 1.00, but 0.55 away from 0.38.
Resistance above: 1.00 → 1.10-1.15
Support below: 0.76-0.80 → 0.55-0.63 → 0.36-0.38
Trading strategy (taking this seriously could save you)
For most people: do not chase at 0.93.
An asset that doubles in a day can also give back half in a day. Charging in here means catching the final baton of a short-squeeze rally.
Aggressive traders:
Only take a small position on a pullback to 0.76-0.80 if 0.72 holds, with a stop-loss at 0.70 and a target of 0.90. Take half off at 0.88. Keep the position below 1% of total capital, with leverage no higher than 2x.
Conservative traders:
Wait for 0.55-0.63 before considering an entry, with a stop-loss at 0.48. An even better zone is 0.40-0.45. If it does not reach those levels, stay flat—there is no shame in staying flat.
Breakout traders:
Only consider chasing if it holds above 1.00 on rising volume and then retests without breaking below 0.88, with a target of 1.10-1.15. Abandon the trade immediately on a false breakout.
Bears:
If the push to 0.93-0.95 lacks strength, a very small position can target a pullback, with a stop-loss at 1.02 and targets at 0.76 and 0.63. But do not blindly short around 0.76, as there may still be covering there.
Risk-control rules:
If it breaks below 0.76 on rising volume, look next to 0.63 and 0.38, and exit first
If volume drops back to a few million while the price remains above 0.90, treat it as a false breakout
If BTC breaks below 84500, cut RLC leverage first
RLC at 0.93 was squeezed there, not priced by an announcement.
What you can do is wait and see whether 0.76 can hold, not go all-in at the intraday high.
Staying alive matters more than guessing this wick correctly.#OneGate见证计划 #GT三季度销毁近200万枚 #BTC突破86000美元关口 $BTC $ETH $RLC

I thought there wouldn’t be many new projects this year, so not many people would be going to Singapore 2049
It turns out there’s a good chance crypto project teams and their friends have bought up the tickets and hotel rooms around the Singapore F1
So the real purpose of 2049 is to boost Singapore’s tourism economy in October.