Crypto KOL Community & Market Trends

Today's AI U.S. stock information edge:
1. Muse has completely caught fire! $QQQ up four straight sessions to a new high, while chip stocks are up six straight sessions $SNDK $MU $STX $WDC $SKHY $AMD $ALAB surging 3-8%
2. $META Is Zuckerberg playing meme coins too? He followed the Muse Roman Doll meme $Agrippa , which instantly pumped 10m, peaked at 30x, and left the top holder with $260,000 in unrealized gains
3. $IonQ surged 12%, announcing the development of the first quantum error-correction decoder, a key milestone in quantum computing, lifting quantum stocks $RGTI $QBTS up 6%
4. The AI agent era is here! $SHOP surged 7%, announcing support for Muse, as e-commerce officially enters the AI agent shopping era
5. $Anthropic released a new model, Claude Opus 5.5, priced 40% lower than the previous generation. OpenAI is about to launch GPT-6 Sol and GPT-6 Luna, which will be even cheaper.

UNI Has Broken Above 10 Again, But This Time It’s Completely Different
Last November, UNI also broke above 10.
It briefly touched it, then—fell back down to 9.24.
Today, UNI climbed above 10 again, touching 10.85 intraday and rising over 14% in 24 hours.
The same price, but two completely different stories behind it.
Last time it broke above 10, you were buying a blank check
On November 11, 2025, Uniswap founder Hayden Adams and Foundation executive director Devin Walsh jointly proposed a governance proposal: activate the protocol fee switch and use fees to burn UNI.
Once the news broke, UNI surged over 40% in 24 hours, briefly breaking above $10.
And then?
The proposal had not even gone to a vote, and revenue was still zero. The market was purely speculating on “what might happen in the future.” Once the hype faded, the price obediently fell back.
How dire was UNI’s situation that year? From 2020 through the end of 2025, the protocol generated hundreds of millions to over $1 billion in fees annually, all of which went to LPs, while UNI holders received not a penny. UNI was merely a voting tool.
That is the fate of governance tokens—priced on expectations; when the expectations disappear, so does the price.
This time, when you buy UNI above 10, you are buying real revenue
On July 27, 2026, the fee switch was officially activated on Uniswap V4.
Not a proposal, not a vote—it actually started collecting money.
How explosive was the data?
The protocol’s average daily revenue soared from $118,000 in early July to $318,000, a 2.7x increase. Robinhood Chain alone contributed $168,000 per day on average, accounting for half of the total revenue across the network.
Daily UNI burns briefly reached 106,000 tokens, setting a record of 186,000 tokens.
In early September, 178,000 UNI were burned in a single day, worth over $1.11 million, with Robinhood Chain contributing 144,000 tokens, or over 80%.
UNI founder Hayden Adams personally posted an update on X: UNI’s annualized burn rate has surpassed $250 million.
The cumulative burn has reached approximately 112 million tokens, accounting for 11.2% of the maximum supply.
The last time UNI broke above 10, the market was betting that a proposal would pass.
This time, breaking above 10 is the market calculating how much money the protocol has made.
Governance tokens are priced on expectations of votes, while cash-flow assets are priced on revenue multiples. What UNI is experiencing is the replacement of the former by the latter—and once this process begins, it cannot be reversed.
Why Is Robinhood Chain UNI’s “Money Printer”?
Robinhood Chain launched its mainnet on July 1, and Uniswap was this chain’s public AMM from day one.
And the result?
Uniswap controls approximately 99% of the tokenized stock liquidity on Robinhood Chain, with daily trading volume reaching $130 million.
Over the past 30 days, Uniswap collected $78.73 million in trading fees on Robinhood Chain—60 times its share from Arbitrum during the same period, accounting for 66% of Uniswap’s total revenue across all 47 chains.
Uniswap charges a 0.465% fee on every dollar traded on Robinhood Chain, compared with a global average of only 0.214%, more than twice as high.
Why? Because tokenized stocks are concentrated in V4’s high-fee pools.
A DEX has become the settlement layer for the world’s largest retail brokerage’s tokenized stocks.
Last November, when you bought UNI, you were buying “hope.”
Today, when you buy UNI, you are buying a machine that prints money every second.
Last year, all of UNI’s fees flowed to LPs, leaving the token with no cash flow.
This year, UNI turned “corporate buybacks” into “on-chain auctions of protocol revenue”—arbitrage bots monitor the TokenJar contract 24/7 and immediately burn tokens to arbitrage when they find that the fee assets in the jar are worth more than the cost of burning UNI. It is driven entirely by economic incentives, with no human intervention.
Once this flywheel starts turning, it is self-reinforcing.
Higher trading volume → more protocol fees → more TokenJar assets → more UNI burned → reduced circulating supply → higher token price → more traders entering.
But there is something you need to know:
UNI’s current revenue is highly dependent on Robinhood Chain, while a considerable portion of Robinhood Chain’s trading volume comes from speculative trading during the period of gas-fee subsidies. Once the subsidies are scaled back, short-term activity may cool down.
But the underlying logic of this flywheel will not change—UNI has already transformed from a “voting tool” into a “cash-flow asset” backed by real revenue.
The way the market prices it is shifting from a “governance premium” to a “revenue multiple.”
This process cannot be reversed. #AMD市值首破万亿美元 #Gate资产规模全球CEX第六 #Gate广场中秋团圆局 $BTC $ETH $UNI

Trump’s Latest Disclosed Position Changes: Selling Out of Old U.S. Stock Heavyweights While Buying the Dip in Nvidia
Reduced Holdings
1. Microsoft $MSFT
Sold up to $25 million in a single transaction, then bought back only a small amount of $100,000–$250,000 three days later, resulting in a substantial net reduction. Although the company’s cloud business and AI investment remain solid, the account chose to lock in some of the gains.
2. Amazon $AMZN
Sold up to $25 million during the same period, with only $1,000–$15,000 bought back, resulting in a clear net reduction. Its leading positions in e-commerce and cloud computing remain solid, but the portfolio took profits.
3. Oracle $ORCL
Sold $5 million. Its database and cloud services continue to benefit from enterprise digitalization, while the account chose to reduce its exposure.
4. Costco $COST
Sold $5 million. Its membership-based retail model has strong resilience across economic cycles, making this a partial realization of the position.
5. Northrop Grumman $NOC
Sold $500,000. The defense contractor has stable orders, and the sale came on the same day that a related supply-chain executive order was signed.
6. SpaceX $SPCX
Sold part of the position. With both commercial spaceflight and government contracts, this was a short-term trade.
Increased Holdings
7. Nvidia $NVDA
Bought $1 million. Demand for AI chips remains strong, while data centers and training computing capacity continue to expand, making this a key focus of the portfolio rotation.
8. Intuit $INTU
Bought $5 million. Its tax software and financial management tools for small and midsize businesses have high user retention and stable cash flow.
9. Marvell Technology $MRVL
Bought $5 million. Data center switches and custom chips are benefiting from AI infrastructure development, giving the company considerable growth potential.
10. Salesforce $CRM
Bought $5 million. As a leader in enterprise CRM, its cloud subscription model offers relatively strong certainty.
11. Church & Dwight $CHD
Bought $5 million. Its portfolio of consumer goods brands is mature, with strong defensive characteristics.
12. Axon Enterprise $AXON
Bought $500,000. Demand for law enforcement and security equipment is tied to government orders, providing relatively high business visibility.
13. Tesla $TSLA
Bought an additional $250,000. Electric vehicles and energy storage continue to offer long-term potential, and the account partially bought back its position.

US-Iran handshake, Nasdaq at a new high, BTC breaks $86k: a perfect resonance of “risk appetite returning”
Last night, at the United Nations headquarters in New York, US and Iranian officials held three hours of closed-door talks. Trump subsequently told reporters that it was “very smooth” and “productive,” adding that they would talk again soon.
At the same time, the Nasdaq closed up 0.45% at 27,244 points, hitting a new closing high for the second consecutive day.
Memory chip stocks collectively went wild. SanDisk rose 6.82%, Micron Technology gained 5%, SK hynix climbed 3.45%, and the Philadelphia Semiconductor Index jumped more than 2% to a new high since mid-July.
Now look at Bitcoin—it remains firmly above $86k.
Breaking it down, the transmission chain is very clear
First layer: geopolitical easing.
The US and Iran moved from a “state of war” to talks at the negotiating table. What was the market’s first reaction? Oil prices collapsed. Brent and WTI crude fell for the fifth consecutive day, with WTI dropping below $95.
The risk premium is being systematically stripped out.
Second layer: risk appetite returns.
Oil prices fall → inflation expectations decline → funds flow from safe-haven assets (gold and US Treasuries) into risk assets. The Nasdaq hitting a new high and memory chips surging are the most direct gauges of recovering risk appetite.
Micron Technology’s stock has posted an astonishing gain this year. Rosenblatt Securities initiated coverage of SanDisk with a “buy” rating and a $2,400 price target. The analyst’s exact words: AI is turning NAND flash memory from a “cheap commodity” into a “key component of AI infrastructure.”
Third layer: crypto absorbs the flow.
BTC has recently held above $86k, gaining approximately 15% over the past seven days and decisively breaking above the 200-day moving average, which had suppressed prices for roughly 300 days. It touched $87,363 intraday, reaching a new high since January.
Over the past 24 hours, more than $1 billion in short positions have been liquidated.
More than 1 million BTC were transferred on-chain over the past week, representing over $92 billion and reaching a new high in nearly four years.
But one thing must be made clear
A large part of the core driving force behind this rally came from shorts being forced to cover—the price broke through the resistance zone, shorts capitulated en masse, and forced buying amplified the rally.
Whether it can hold above $90k or even challenge $100k next depends on whether spot buying can take over.
Santiment data shows that optimistic discussion surrounding Bitcoin has risen to its strongest level since 2024, while the Fear and Greed Index is approaching “extreme greed.”
What comes after extreme greed? You figure it out.
In addition, ZEC broke above $1,600 last night, setting another recent high. Over the past four hours, $13.4 million in positions were liquidated, ranking first across the market, including $12.9 million in short positions. Privacy-focused assets and major assets are strengthening in tandem—this rally is not the story of individual tokens, but the resonance of the entire risk-asset curve.
When global risk appetite returns, BTC is often the asset with the greatest elasticity.
But the sentiment boost brought by geopolitical easing is pulse-like—can the US and Iran truly reach an agreement after the midterm elections? Can the Strait of Hormuz reopen? These are the underlying variables that will determine how far this rally can go.
The $86k BTC is backed by a new Nasdaq high, surging memory chips, and a three-hour US-Iran meeting.
The macro wind is blowing toward risk assets. #AMD市值首破万亿美元 #Gate资产规模全球CEX第六 #Gate广场中秋团圆局 $BTC $SKHY $MU

What If Holding A Memecoin Gave You Access To More Than Just The Token?
$OTC Lets Holders Burn Tokens To Mint An NFT From The OTC Desk, With The Project Connecting The Ecosystem To Stocks, Pre-IPO Assets And Yield.
The ICO X Memecoin X Tokenized Equities Angle Is Definitely Interesting.
CA: MukLDtJ8Cx9DxLbeyLRSWPSposTMWuwHANbuaudpump
As Always, DYOR Before Making Any Investment Decisions.

The total crypto market cap is knocking on the $3 trillion mark for the first time in eight months.
We are so back! 🚀

U.S. President Trump: The United States and Iran will definitely reach an agreement.
Trump, don’t say that. The more you say it, the more it feels like you’re plotting something and being TACO.
#CrudeOil

97k coming soon

$UNI is in a global uptrend and is currently accumulating. I am expecting more upside and a liquidity sweep.
📈 Entry: 9.097
🚀 Targets: 9.189 / 9.543 / 10.122
📉 Stop Loss: 8.672
#AMDMarketCapTops1Trillion

$SOL is flashing some serious bullish signals.
• Reclaimed the weekly MA200

• Hit $120 for the first time in 8 months

• Weekly golden cross is forming
With momentum improving across multiple timeframes, Solana may have already found its bottom.
#SOL #Crypto

ETH at $2,750—are you chasing it?
Look at the surface first: yesterday it surged from $2,613 to $2,807, then pulled back to $2,750 today, up 12% in 7 days.
Retail is shouting, “It’s overbought and due for a pullback,” but look at the chart—the daily price is above all moving averages, MACD has formed a golden cross, RSI is 69, and volume contracted after expanding as the price pulled back. A healthy correction—don’t get shaken out.
First: the rate hike has landed, and the bad news is fully priced in.
On September 16, the Federal Reserve raised rates by 25 bps. The dot plot was hawkish, and new Chair Warsh said another hike could come this year. ETH was dumped from $2,370 to $2,430 that day, and then? Three days later, it bounced back to $2,807.
The CLARITY Act failed to advance in the Senate, ETFs saw outflows earlier, and a bunch of people shouted, “Regulation is finished.” Yet yesterday, ETF net inflows reached $270 million, led by BlackRock.
All the bad news is out, but instead of falling, the price rose. That’s what it means for bad news to be fully priced in.
Second: $190 million in shorts were liquidated, and whales are accumulating.
Short liquidations totaled $191 million yesterday. You’re cutting losses while whales are sweeping up supply.
BitMine (affiliated with Tom Lee) continues to accumulate, targeting 5% of the supply. The number of non-zero wallets hit a record 207 million, while ETH reserves on exchanges fell to multi-year lows.
Third: 43 million ETH is staked, and the liquid supply is drying up.
Around 43 million ETH is staked, accounting for 35% of the circulating supply. The entry queue is 13 times larger than the exit queue—those looking to stake are lining up, while very few want to leave.
Spot ETFs collectively hold 5.91 million ETH, accounting for 4.8% of the supply. The Glamsterdam upgrade is progressing, with stablecoin gas payments and quantum-resistance plans extending through 2029.
ETH is not trading on expectations—it is being locked up, hoarded, and absorbed onto institutional balance sheets.
The bull-bear showdown—judge for yourself
On one side:
ETF funds flowing back in, with $270 million in daily net inflows
$191 million in short liquidations, fueling a squeeze-driven rebound
43 million ETH staked, with exchange reserves at multi-year lows
Daily bullish moving-average alignment, with MACD golden cross
On the other side:
The Federal Reserve’s rate-hike cycle is not over, and the macro backdrop remains hawkish
RSI 69–72 indicates overbought conditions, requiring short-term consolidation
$2,786–$2,807 has rejected price three times, showing clear resistance
Still down more than 40% from the ATH of $4,946, with heavy overhead supply
Resistance above: $2,786 → $2,807 → $2,894 → $3,000
Support below: $2,716 → $2,626 → $2,537 (20EMA) → $2,500–$2,430
Trading strategy
Short-term traders:
If the price stabilizes on a pullback to $2,720–$2,716 (4H hammer/engulfing pattern), go long with a small position, stop-loss at $2,690, and targets of $2,890–$3,000. If $2,716 breaks and a 4H close confirms it, go short with a small position, stop-loss at $2,755, and targets of $2,626–$2,537.
Swing traders:
Wait for the daily chart to hold above $2,807 before entering, with a stop-loss at $2,750 and a target of $3,000+. Half position now is the most comfortable approach—add on dips, chase on rises, and don’t panic.
Long-term believers:
Close your eyes and dollar-cost average below $2,500. With staking lockups, ETF inflows, and the upgrade narrative, the 2027 target is $4,000+. Don’t complain that it’s slow—it took 13 months to fall from $4,946 to $2,750, but it may take only 3 months to return from $2,750 to $4,000.
ETH right now is like Bitcoin in 2020—
Everyone is waiting for a crash, while institutions are quietly building positions.
You’re afraid of rate hikes; institutions are afraid they won’t be able to buy enough. You’re afraid of regulation; institutions are afraid their positions are too small.
At $2,750, are you brave enough to chase, or will you wait for a pullback?#AMD市值首破万亿美元 #Gate资产规模全球CEX第六 #Gate广场中秋团圆局 $BTC $ETH $SOL

Binance Invests $100 Million in Circle $CRCL
It’s stated in black and white in the SEC 8-K: Binance privately purchased 1.237 million shares at $80.84 per share, a 14% discount to the market price, with a two-year lockup during which it cannot sell or hedge the shares.
At the same time, the two parties signed a five-year agreement: Circle will pay Binance an incentive fee based on the amount of USDC held in Binance wallets. The fee rate was not disclosed. Binance has committed to promoting USDC, with fee waivers and access to yield products.
This isn’t Binance investing in Circle. It’s clearly Circle paying Binance a distribution fee—and having to throw in some discounted shares on top of that.
The essence of the stablecoin business is scale, because it doesn’t make money from transaction fees; it makes money from interest on reserves. $USDC For every additional $1 in circulation, Circle puts the corresponding reserves into short-term debt and earns interest. The larger the scale, the larger the interest pool.
That $80.84 price is probably about this round’s institutional cost basis, right!

This altcoin dog market maker really knows how to put on an act
First it pretends to be dead, then suddenly makes a jump, only to play dead again afterward. Once it wakes up, it starts pretending to be lame, limping its way upward.
Then it suddenly gets on board and starts flooring the gas, only to pretend it has run out of fuel halfway through and drop straight to idle. Right now, it’s in the pretending-to-be-lame stage.

The next doubling plan for the storage trio:
1. Micron $MU
has risen another 40% from the 740 support level. Don’t chase it now. In the short term, it is challenging the resistance zone, where there is heavy selling pressure and it could easily shake people out. There are two possible scenarios next: either it continues to surge toward around 1466, or it fails to break higher and pulls back to 789, providing a second opportunity to get in. Right now, there is only one best move: hold, but don’t add to your position.
2. SanDisk $SNDK
is currently at the high of Wave 3 and the low of Wave 4. Around 1060, it has already entered the latter half of the upward move, so it is not suitable to chase with a heavy position now. If the market remains strong, there is still room for another surge toward 2800. If it fails to break higher, a pullback is highly likely.
3. Memory ETF $DRAM
43 is highly likely to be the bottom of this cycle. It is no longer in the bottom-fishing stage; now it is time to hold and wait for trend confirmation. 54 is the lifeline. As long as it holds firmly, the trend has not been broken. Only a weekly breakout above 62 would officially mark the start of a new upward trend.
The easiest money has already been made at the bottom. Those who did not get in should patiently wait for the next pullback instead of wanting to buy only after seeing a major surge.

Whether you make money is inherently a matter of probability.
There will always be unpredictable factors that change the final outcome.
But based on everything you know at the moment, just do your best to make a reasonable decision. There’s no need to worry too much about the outcome.
Sometimes, you’ll get what you want. More often, you’ll miss the mark.
That’s okay. Keep honing your skills, learn from each trade, and gradually become better.

Is ZEC at $1,500 reasonable?
Let's look at the surface first: It was stuck in the 400-800 range in mid-August, then shot straight to 1595 on September 19. Its market cap broke into the top ten at $25 billion. But look at the candlesticks over the past two days—the September 19 surge to 1595 closed bearish, and the September 21 surge to 1572 was sold back down. Real selling pressure exists above 1550. Those chasing the rally are already trapped above 1570.
The first thing: This rally is not about the coin, but the scarcity of “compliant privacy”
Understand one thing: Why can ZEC rise while Monero cannot?
Because ZEC offers optional privacy—transparent and shielded addresses coexist. ETFs only hold ZEC in transparent addresses, allowing institutions to hold it compliantly. Monero is anonymous by default, and the SEC will not even let it through the door.
This is what you call “privacy that compromises with regulators is the privacy that can be sold.”
Grayscale's ZCSH holds 3.5% of the circulating supply, and it will undergo a 3-for-1 split on September 30 to lower the entry threshold and make it easier for retail investors to enter.
The second thing: The NU7 upgrade passed with 99.9% approval, but the real test comes in November
Block time will be reduced from 75 seconds to 25 seconds, while Bitcoin-style halving will be retained. The mainnet is targeted for November 5. The testnet is scheduled for October 6, with a go/no-go decision on October 20.
What rises before the upgrade is expectations; what rises after the upgrade is reality. If the mainnet encounters an incident on November 5, or if the testnet is delayed, the current price of 1500 will be a castle in the air.
Before positive news is realized, it's gold; after it is realized, it's a reaper's scythe.
The third thing: Technicals tell you—1440 is the line of life and death
The larger cycle remains in an ascending channel, and the weekly chart is intact
The short-term range is 1440-1595
Resistance: 1570-1595 (two failed breakouts)
Support: 1440-1450 (lows for two consecutive days)
A break below 1420 invalidates the structure, with targets at 1280-1170
Perpetual funding is +0.01%/8h, with longs paying—not extreme. But OI has declined from the short-squeeze peak, and leverage is being unwound—showing that smart money is reducing positions, not adding to them.
You can judge the long-short battle for yourself
On one side:
Grayscale ETF continues to attract inflows, with a 3-for-1 split on September 30
NU7 upgrade passed with 99.9% approval, mainnet on November 5
Paradigm's Matt Huang publicly discloses his holdings
The shielded pool accounts for 29%, reducing the tradable float
Market cap entered the top ten, ranking 12th
On the other side:
It doubled in a month, with heavy profit-taking pressure
Two failed breakouts at 1595, with real selling pressure
BTC dominance at 57%-59%, with capital still favoring BTC
If the macro environment turns hawkish, high-level altcoins have greater downside volatility
ZEC/BTC has risen too sharply recently, and the risk of mean reversion objectively exists
Resistance above: 1570-1595 (two failed breakouts) → 1600 (range breakout) → 1750-1850
Support below: 1440-1450 (line of life and death) → 1420 (structure invalidation) → 1280-1170 (deep pullback zone)
Trading strategy
For short-term traders:
First buy zone: 1440-1460, stop-loss at 1415-1420 (admit defeat if the daily close breaks below 1420), take half off at 1520-1540
Second buy zone: Only chase after a daily close holds above 1600, with targets at 1750-1850
For bears:
Try shorting at 1570-1595, stop-loss above 1620, targets at 1500→1450→1420
Only a daily close below 1420 allows the short position to become a swing trade, with targets at 1280-1170
For long-term believers:
Only add spot around 1450, reduce positions above 1570, and stay flat or reverse short if 1420 breaks.
ZEC now looks like its 2017 self—
That year, it went from 50 to 800, then was cut in half twice. History does not repeat, but it rhymes.
Medium-term bullish, short-term neutral to cautiously bearish. The fundamentals and narrative remain, but the price has already traded ahead a large part of the August-November story.
This kind of coin is most likely to first get cut in half when “everyone thinks it will double again,” before moving into the second leg of its main uptrend.
At 1500, would you dare chase longs or wait for a pullback?#Gate资产规模全球CEX第六 #Strategy时隔三周再增持950枚BTC #Gate广场中秋团圆局 $BTC $ETH $ZEC

Cathie Wood is willing to buy at high prices, purchasing another $38 million of $META at the peak, at an average price of 741.
Latest portfolio changes: Reductions
1. Bitcoin bitcoin:native
The Bitcoin ETF sold $40 million over the course of the week, the largest single reduction of the entire week. Funds were withdrawn from Bitcoin overall and redeployed into AI and other holdings after being raised.
2. 10X Genomics gene sequencing $TXG

Sold 322,700 shares in a single day on Monday, worth approximately $22.14 million, making it the largest trade of the day. This was part of portfolio rebalancing. As competition in the gene sequencing sector intensifies and the stock’s performance weakens, ARK chose to take profits and reduce its position.
3. Google $GOOGL
Sold shares on multiple days throughout the week, totaling approximately 38,600 shares, worth about $13.1 million. This continues the reduction trend from the previous week, broadly lowering exposure to traditional technology giants and freeing up capital to buy more promising AI holdings.
4. Bitmine $BMNR

Sold approximately 153,900 shares, liquidating part of its crypto-related holdings on Monday and completely eliminating its exposure to the Bitcoin mining theme.
5. Circle $CRCL

Retreated alongside the Bitcoin ETF, reflecting an overall reduction across the crypto ecosystem.
6. Tempus AI healthcare big data $TEM

Sold approximately 87,000 shares, worth about $5.2 million. After a significant prior run-up, this was profit-taking and a concentration of funds in holdings with greater certainty.
7. Coinbase $COIN

Sold approximately 36,600 shares, continuing the retreat from the crypto sector. Exchange stocks have a strong correlation with crypto prices, so the position was reduced as well.
8. Palantir $PLTR

Sold approximately 34,500 shares, worth about $5.9 million. With its valuation at elevated levels, the position was trimmed to lock in gains, but it remains an important holding rather than a full liquidation.
9. GeneDx genetic diagnostics $WGS

Sold approximately 22,600 shares. Within the genomics sector, smaller-cap, highly volatile holdings were prioritized for reduction.
10. AMD $AMD

Sold approximately $10 million worth. This was a portfolio rebalance within its AI chip holdings, concentrating capital in the more core positions.
11. Amazon $AMZN

Sold 20,000 shares as part of the overall reduction in exposure to large technology companies.
12. Bullish crypto exchange $BLSH

Was included on the crypto liquidation list along with Coinbase and Circle.
13. CrowdStrike $CRWD

The global leader in cloud security sold approximately $6.75 million worth on the latest trading day. Even though the stock rose nearly 5% that day, it still firmly reduced the position, realizing the gains.
Increases
14. CoreWeave $CRWV

This was the week’s largest sell-then-buy reversal. As a core “shovel seller” for AI large-model training and inference computing, CoreWeave has partnerships with NVIDIA and large long-term computing contracts. A German analyst just gave it approximately 73% upside potential. After the stock fell for three days, Cathie Wood bought back three times as much, demonstrating strong conviction.
15. Meta $META

First bought approximately 11,000 shares on September 14, worth about $7.13 million, then bought another 51,500 shares on September 21, worth approximately $38 million. As the world’s largest social advertising machine, Meta has strong cash flow, and its AI recommendation algorithms directly improve ad conversion rates. It has been Cathie Wood’s top accumulation focus and largest position over the past two weeks.
16. Ionis Pharmaceuticals $IONS

Its antisense RNA technology platform includes multiple major drugs in late-stage clinical trials, making it an undervalued platform company in biopharmaceuticals.
17. Guardant Health, a leader in early cancer screening through liquid biopsy $GH

It operates in the early cancer screening sector, where a simple blood test can detect cancer. The market opportunity is large, and commercialization is gaining momentum.
18. AeroVironment $AVAV

A direct beneficiary of military drones and small loitering munitions, with strong order visibility during an upswing in defense spending.
19. Beam Therapeutics $BEAM

Base editing is the next-generation technology in gene editing, offering greater precision and lower off-target risk. If its clinical data delivers, the upside could be substantial.
Cathie Wood also appears to have considerable expertise in biopharmaceuticals.

$TAO is testing a major downtrend.
if it breaks cleanly, the next move could be much bigger.

#ETH tapped the $2,800 resistance zone.
#Ethereum is now at 100W SMA, and this week will decide the next move.
A weekly close above the 100W SMA could push ETH towards $3,300-$3,400.
A rejection means $ETH might retest the $2,550 zone.

Crypto had a wild week 👀
A quick look at the biggest movers:
Winners
• $AKE : +400%
• $ARB : +60%
• $NEAR: +55%
Losers
• $STABLE : -16%
• $PI : -11.5%
• $RAIN : -2%
The interesting part? $ARB reclaimed $0.20 while $NEAR pushed above $3, but stretched RSI levels could bring profit-taking.
Meanwhile, $STABLE losing $0.025 and $PI struggling below $0.10 remain key levels to watch.
Volatility is back. Stay sharp. DYOR.