Crypto KOL Community & Market Trends

Discover crypto KOL insights, community sentiment, emerging market trends, and industry trend analysis.
FourHundredAndEighty
To be honest, I’m already confused by how the market is moving right now! Many people have been asking me, and I’m not sure either. I can only make a rough analysis based on the trend so far, for everyone’s reference and discussion! I believe $58,000 is very likely the major bottom, but we still can’t confirm whether it’s the final bottom of this cycle. However, even if it isn’t, the true bottom won’t be too far from $58,000!
0
Mining_sLittleSheep
SOL at $118—are you chasing it?
Look at the surface first: On September 21, SOL surged directly from the 108-111 range to 118.8, up 8-9% in 24 hours and over 15% for the week. The network upgrade went live, Alpenglow is approaching, ZetaChain is migrating wholesale to Solana, the ETF has seen net inflows for 12 consecutive weeks, and shorts were slaughtered. Daily volume broke out of the 100-110 range, the pullback to 107-108 held, and a second acceleration followed. A textbook “breakout + failed pullback + primary uptrend.”
First: The catalysts are real, but the market has already priced them in
On September 18, slot time was reduced from 300ms to 250ms, a 17% increase in speed; Transaction V1 increased the per-transaction size from 1232 bytes to 4096 bytes, directly benefiting DEXs and high-frequency contracts.
Even more significant is Alpenglow—the consensus layer is undergoing a major overhaul, cutting final confirmation from 12.8 seconds to around 150ms, with the mainnet activation window pointing to around September 28. The market is trading the expectation that it is “about to launch.”
ZetaChain also passed a vote with 99.4% approval to shut down its own L1 and migrate 1:1 to Solana as an SPL.
But those catalysts have already been captured by traders below 110. If you chase at 118 now, you are eating the leftovers.
Second: The short squeeze felt great, but what happens after the shorts are gone?
After breaking above 110, short liquidations reached over $10 million to tens of millions of dollars, while futures OI and volume rose together. That is why the candlestick moved so steeply and quickly—not because buying pressure was especially strong, but because forced short covering pushed it higher.
As long as shorts remain, the rally continues. But what happens after the shorts are gone?
The 118-120 area is where the disagreement between bulls and bears is greatest. Longs are betting on a breakout above 120, while shorts are betting on a pullback to 112.
Third: Technically, it has reached the crossroads of “accelerate or pull back”
The daily structure has clearly turned stronger, but the 4-hour timeframe is obviously extended. After rising from 108 to 118, RSI is likely overbought. Once an upper wick or doji appears, a $3-6 pullback is normal.
The bulls and bears face off—you decide
On one side:
Network upgrades are being delivered one after another, and the Alpenglow September 28 window is approaching
The ETF has seen net inflows for 12 consecutive weeks, with AUM of $1.4-1.6 billion
ZetaChain’s migration is strengthening the ecosystem’s siphoning effect
The daily chart has broken out of the range, with a medium-term target of 149
Short squeeze + rising OI, backed by real buying
On the other side:
Short-term overheating around 118, with RSI overbought
The Federal Reserve just raised rates by 25bp; the macro environment is not broadly accommodative
If BTC breaks below 80,000, SOL below 110 will look very ugly
The upgrade window itself could bring short-term instability
Chasing at 118 means a wide stop-loss and poor risk-reward
Overhead resistance: 120 → 125 → 130-135 → 149
Support below: 112-110 → 107-108 → 100-102
Trading strategy
Primary strategy: Wait for a pullback to buy.
Watch for a pullback to 112-115 (ideal) or 110-112 (aggressive)
Stop-loss: A daily close decisively below 110, or below 107.5
Targets: Take 1/3 off at the first target of 120-122; second target 125-130; hold the remainder for 135/149
Breakout strategy: Trade confirmation only, not predictions.
Add after a 4H or daily close holds above 120 and a pullback to 120 holds
False breakouts are common, and chasing with orders around 120 generally has an average win rate
Shorts:
Only consider reversing short if the daily chart falls back below 110 and fails to reclaim it
Watch the Alpenglow window around September 28: The catalyst may first drive a rally and then a washout, so reduce event-driven positions
SOL now looks like ETH in 2021—
The fundamentals are extremely strong, institutions are buying, and the ecosystem is expanding, but the short-term rally has been too fast. Those who chase highs are always working for those who buy the dips.
118 is not the top, but it is also not a good entry point. Waiting for a pullback to 110-115 before deciding whether to add is more in line with the approach of a trader with ten years of experience than betting on the next 10% at 118.
At 118, would you dare chase or wait for a pullback? #GT突破11美元 #BTC突破84000美元 #Gate广场中秋团圆局 $BTC $ETH $SOL
BTC-0.67%
ETH-1.26%
SOL-0.77%
0
DirectorAnnie
Bull markets are divided into micro bull, fine bull, small bull, medium bull, big bull, cyclical bull, supercycle bull, and mega-supercycle bull markets. Where are we now?
0
DirectorAnnie
$AMD AMD closed at 559 last Friday, then opened today by setting a new all-time high, reaching an intraday high of 613.9, up 9%. Its market cap hit $1 trillion for the first time ever.
The semiconductor index rose 2%, ARM gained 13%, Intel rose 10%, and the entire sector was moving.
Three layers behind the surge:
The first layer is that AMD itself is raising prices. According to word from the supply chain, starting in Q4, AI accelerators, graphics cards, and motherboard chipsets will all see price increases of 10%, citing higher TSMC foundry quotes. My capacity is fully booked, so I’m not afraid of losing you if I raise prices.
The second layer is that downstream customers are backing it up. Cloud provider $NBIS sent out a price increase notice this month: starting in October, rental prices for AMD EPYC server CPUs will rise 25%, even higher than the 17% increase for NVIDIA H100s, while VRAM prices will jump 41%. Think about that: renting AMD is actually more expensive than renting NVIDIA, which shows that AMD’s products are more essential.
The third layer is a cold, hard number that pours some cold water on the rally: the market-wide average price target is around 598. In other words, today’s share price of 608 has already surpassed Wall Street’s average expectations. Every additional dollar from here will need to be supported by Q4 orders and actual confirmation that cloud providers’ capital spending is not slowing down.
Those who chased the stock at these highs should be psychologically prepared. In the short term, watch whether 600 can hold. If it does, the stock could move toward 630–650.
If it fails to hold, those who got in earlier around 540–560 will likely step in to buy the dip. That is the true cost basis for this rally. The trend still leans bullish, but the stock is no longer cheap.
AMD-10.81%
ARM-10.00%
INTC-28.49%
TSM-5.96%
NBIS-10.39%
2
FranklinLfg
The market had every reason to panic after the CLARITY Act failed.
Instead, look at what happened:
$BTC +14%
$ETH +16%
$XRP +18%
$SOL +22%
$ADA +27%
$LINK +22%
$AVAX +59%
That’s not weakness.
The headline was bearish, but buyers clearly didn’t care for long. Capital kept rotating back into crypto, and some alts are moving hard.
AVAX at +59% is the one that really stands out.
Sometimes price action says more than the headline.
Respect the pump. The market is speaking.
BTC-0.67%
ETH-1.26%
XRP-1.15%
SOL-0.77%
ADA-1.48%
0
GateUser-155fddd2
After closing their ZEC short position early this morning, the [Garrett Jin whale entity] has also just closed its BTC long position: 20 minutes ago, it closed the 1,333 BTC ($112 million) long position opened 3 days ago, realizing an $8.38 million profit. Opened long at $78,057 and closed at $84,455.
They currently have no positions on Hyperliquid, with only spot BTC, ETH, ZEC, and other assets still held in their on-chain addresses.
BTC-0.65%
ZEC+1.29%
ETH-1.26%
0
LaughingDaysYsxdct
1. As mentioned in my previous post, one important reason I’m now very good at controlling my FOMO over missed opportunities is that the market is interconnected. The best feature of an interconnected market is that there is no shortage of opportunities; 2. I also mentioned in my previous post that the crypto market is now in a bull market recovery, but when keeping an eye on crypto, you must always keep one eye on AI, because AI is the main trend. The $LITE Guang1 I’m following, $INTC
LITE-8.59%
INTC-28.49%
2
GateUser-8b156d94
Honestly, the bull market has already started.
Many people missed the ride, and that's exactly right.
If many people got on board, there wouldn't be a bull market.
2
Tom_Tucker
Bitcoin reclaimed its 50W moving average after 44 weeks below it.
Historically, 11 of 13 bear market reclaims held without another lower low.
BTC is now above $84K.
Hold the ~$83K breakout, and $90K comes back into focus.
$BTC
BTC-0.67%
8
PleasantYuyue
Encourage your family members to use AI and learn new things more often—it can effectively improve their quality of life and health index.
I often use Brother Xiaodao, a programmer whose daughter is taking the gaokao, as a role model to motivate my family. A group member about your age learns new things with us every day. Being 50 is just the beginning of life; people in the future will all live to 200, so you are only 25 by comparison.
Although they say nothing, they just keep opening Red Fruit short dramas.
0
CryptoXLARGE
The 2026 Altcoin rally has begun.
0
Mining_sLittleSheep
SUI at $1.04—did you chase the pump?
Let's look at the surface first: a violent rally, with the $1 round-number level breached.
Today's low was 0.84, the high was above 1.04, the amplitude exceeded 20%, volume surged, and the weekly chart posted consecutive gains to break away from the bottoming range. The 200-day moving average at 0.84-0.87 was breached on heavy volume, 0.90-0.92 was also left behind, and the current price is directly at 1.04. The trend has turned bullish, but the short term is overheated; chasing the rally means becoming exit liquidity.
First point: this move is BTC feeding SUI, not SUI being strong on its own
BTC surged to 85k today, with more than $600 million in short positions liquidated, while altcoins rose broadly. SUI has good liquidity and active leverage trading, with greater elasticity than BTC, so it rose even more sharply.
You are not chasing an independent SUI move; you are chasing the market's spillover effect.
The main force behind this short squeeze is leveraged longs, not spot buying. Prices built on leverage rise quickly and fall just as quickly.
Second point: the ecosystem narrative is real, but it did not just appear today
Daya is turning Sui into a gasless stablecoin settlement layer for African enterprises; Suilend 2.0 has launched and is expanding into RWA lending; Confidential Transfers, Hashi (BTC integration), and tZERO's digital securities infrastructure are also in place, while Sui Basecamp will take place in Singapore on October 7-8.
But these developments did not just appear today. They can explain “why funds are willing to give SUI a premium,” but not “why it had to move from 0.85 to 1.04 today.”
Third point: at 1.04, the risk-reward ratio is atrocious
Opening a long at 1.04 leaves only 5 points of upside to 1.09, while a pullback to 0.92 below would mean a loss of more than 10%. Leverage traders can easily get the direction right while still losing money in their accounts.
Moreover—
RSI is approaching 70+, in overbought territory
The price has moved outside the upper Bollinger Band and needs short-term consolidation
Around September 30, approximately 21.7 million tokens will be unlocked, making selling pressure at elevated levels more sensitive
The Federal Reserve raised rates by 25 bp to 3.75%-4.00% last week, and the dot plot was hawkish
Bulls and bears face off—you decide
On one side:
The weekly trend has turned bullish, breaking away from the bottoming range, and the 200-day moving average was breached on heavy volume
The ecosystem narrative is complete: payments + privacy + BTCFi + institutional securities
Compared with the January 2025 high of 5.35, the current price is still down 80%, so the valuation is not expensive
There has been no major capital outflow ahead of Basecamp
On-chain trading volume continues to accumulate, and stablecoin deposits are not poor
On the other side:
Up 23% in 24 hours and 35% in a week, severely overbought in the short term
TVL has fallen from $2.5 billion to $500 million, with locked value failing to keep pace with the token price
The September 30 unlock is imminent, making selling pressure at elevated levels more sensitive
The Fed is hawkish, weighing on risk assets at the macro level
This move was driven by BTC's short squeeze beta, not independent alpha
Trading strategy
Bullish bias:
Wait for a pullback to 0.96-0.98 with volume contracting and selling pressure stopping, or wait for a deeper pullback to 0.90-0.92 before entering with a light position.
The first target is 1.04-1.05, and the second target is 1.09-1.10. Reduce the position at 1.10; don't fantasize about reaching 1.50 in one move.
If the price returns above 1.05 on rising volume after a pullback and holds there, add a little more, with the added position smaller than the initial one.
Stop-loss: if entering long at 0.92, reduce the position after a confirmed break below 0.84; if the daily candle closes below 0.84, this breakout has failed.
Protecting against a retracement:
If it fails to break through 1.04-1.05, forms a long upper wick, and volume fails to keep up, you can take a small short position, initially targeting 0.98, then 0.92.
The stop-loss for shorts must be tight, placed above 1.06-1.08. The trend has only just turned, so aggressively shorting can easily lead to a second squeeze.
If BTC falls from 84,700 to 82,000, SUI will most likely retrace before the broader market.
Medium term:
If the price returns to 0.90-0.92 and regains a firm footing, while BTC holds 80k and there is no major capital outflow ahead of Basecamp. Otherwise, treat 1.04 as near the swing high, taking profits incrementally as the price rises.
Reduce positions before Thursday's China-U.S. summit and the Fed speech.
Around the September 30 unlock, do not hold oversized longs at elevated levels.
SUI's fundamental narrative is more complete than that of most altcoins—
But 1.04 is a frontline price driven by BTC's short squeeze, not a low-level entry.
Wait for longs to pull back to 0.92-0.98; shorts should only be used to counter a failed push above 1.05.
Do not leverage up to gamble on a round-number level.
The macro environment remains a rate-hike cycle, and SUI's upside and downside elasticity are both greater than BTC's. Position sizing matters more than direction.
At 1.04, are you chasing longs or waiting for a pullback? #BTC突破84000美元 #GT突破11美元 #Gate广场中秋团圆局 $BTC $ETH $SUI
BTC-0.67%
ETH-1.26%
SUI-1.05%
0
DirectorAnnie
The fifth wave is brewing: Micron 1466, SanDisk 2847!
1. Micron $MU
has already completed its first major upward wave and is now consolidating in the fourth wave. As long as it breaks through the major resistance level around 1038, the fifth wave could begin, with a direct target of 1466. However, this is also the bears’ strongest defense zone, so don’t chase the price with a large position. Those who are already in should continue holding, while those looking to buy should wait for an opportunity with a small position.
2. SanDisk $SNDK
is following a pattern almost identical to Micron. An inverse head-and-shoulders bottom has already formed, and if it breaks above the previous high, the target for this rally is 2847. The worst-case scenario is that the rally fails and the stock enters another ABC correction, or even falls back to around 500. However, this is unlikely because the support is very strong.
3. The memory ETF $DRAM
at $40 is the bottom area of this AI memory market cycle. It has already completed an ABC correction, formed a bullish divergence at the bottom, and developed an inverse head-and-shoulders pattern, all of which are signals of a trend reversal. The key level now is the 60–62 resistance zone. Once the price stabilizes above and breaks through it, the cycle’s bottom will be essentially confirmed, and it may not return for a long time.
Be bold when buying at low levels, but don’t chase at high levels!
MU-5.28%
SNDK-13.60%
2
JiusiCrypto
This round of SL8 staking closes today at 10:00 UTC. If you’ve checked it out a few times before, don’t put it off any longer. You can still lock in:
30 days at 28%
90 days at 38%
180 days at 50%
360 days at 62%
Compounded weekly, with the earnings added back to the principal to keep rolling. BTC, ETH, XLM, USDC, as well as gold, silver, and platinum can all be deposited. The minimum is approximately 100U. The official figures gave an approximate amount, 1000U
BTC-0.67%
ETH-1.26%
XLM-0.64%
USDC+0.01%
1
FourHundredAndEighty
To be honest, I’m already confused by the current market trend!
Many people have asked me, and I’m not sure either. I can only make a rough analysis based on the existing trend for everyone’s reference and discussion!
I believe $58,000 is very likely the major bottom, but it cannot yet be confirmed as the final cycle bottom. However, even if it is not, the true bottom is unlikely to be far below $58,000!
The main decline phase of the bear market has most likely ended, and the market is recovering from the bottom toward the bull-bear dividing line—not entering a new major uptrend yet.
Here are several questions everyone is concerned about for discussion!
1. Why is the price rising now?
After falling from $123,000 to $58,000, a retracement of over 50%, leverage and high-level positions have undergone a round of liquidation. Subsequently, rate hikes, hawkish dot plots, and regulatory headwinds were released in succession, yet the price did not make a new low, indicating that selling pressure is beginning to run out. Meanwhile, spot ETF buying, recovery of unrealized losses, and short stop-losses jointly drove the price above $80,000.
2. What stage of the bull-bear cycle are we in now?
I lean more toward “mid-cycle recovery after the main decline of the bear market has ended” rather than a new bull market. ETFs have changed the shape of the bear market but have not eliminated the cycle. In the past, prices might have plunged 70%–80%; now, a retracement of around 50% is more likely, followed by a prolonged period of sideways bottom-building.
3. Is $58,000 the final bottom?
$58,000 has the conditions to be a bottom, but confirmation is still lacking. Stablecoins have not expanded significantly, and buying from corporate treasuries remains weak, indicating insufficient new liquidity.
As long as $62,000–$65,000 holds later, the probability of $58,000 becoming the cycle low is relatively high. If this area is lost, $58,000 could still be tested again.
4. What will happen over the next six months?
In a high-interest-rate environment, it will be difficult for BTC to enter a sustained major uptrend directly. It is more likely to trade sideways within a wide range of $68,000–$95,000, with the center of gravity gradually moving higher.
Holding above $76,000 means the recovery continues; falling below $73,000 would weaken the market again; only holding above $85,000 would allow a challenge of $90,000–$96,000; only reclaiming $100,000 on the weekly chart can confirm that the bear market has completely ended.
In short: $58,000 looks like a bottom, but it has not yet been truly confirmed by the market; $80,000 marks recovery, $85,000 is the key level, and $100,000 is the definitive proof that the bear market has truly ended.
BTC-0.67%
10
GateUser-d0dc13e9
The competition between platforms is essentially a competition for devs. Several chains and several platforms are all competing for top-tier genius devs. Hype can be controlled by pumping prices, but maintaining strong, long-term momentum still requires attracting top-tier devs to launch tokens. In the past, devs had no choice and could only launch tokens on Pump. Now there are so many places to choose from, and the hype is all the same, so it comes down to which platform is more dev-friendly and offers better benefits. At the moment, Pons is more...
PUMP-1.06%
PONS+4.32%
1
LaughingDaysYsxdct
It has gone up now, so we can confirm that yesterday’s drop was an opportunity; but when I bought, it hadn’t gone up yet, and I didn’t know whether it was an opportunity or a trap; so what is most important? I think it’s knowing what to do when something happens that doesn’t match your prediction, whether you bought or not.
2
Mining_sLittleSheep
BTC at $84,750—are you chasing it?
Look at the surface first: up 4-5% in 24 hours, breaking above $84,000 for the first time since late January, and the weekly chart moving above the 50-week moving average for the first time in 45 weeks. Does it sound like the bull market is back? But look closer—the entire market saw $750 million in liquidations over the past 24 hours, 86% of them shorts. When the price crossed $84,000, $260 million in shorts were liquidated in a single hour. This was not driven by new money buying in; shorts were forced to close, and forced buying pushed the market higher.
This kind of rally is fast and steep, but less sustainable than a rally driven by continuous ETF inflows.
First: a short squeeze is not a bull market—it is a short-side stampede
Of the $750 million in liquidations, 86% were shorts. The $83,000-$86,000 range was already a heavily shorted area, and once the price entered it, forced buying pushed the market higher on its own.
You see “BTC surging”; I see a “short-sellers’ funeral.”
This kind of short-squeeze rally comes fast and goes just as fast.
Second: ETF flows turned positive, but the momentum is average
There were $750 million in net outflows over the two days of the 15th and 16th last week, followed by $433 million in net inflows on Friday alone (about $311 million for FBTC and about $108 million for IBIT), barely bringing the week into positive territory at $6 million. Cumulative net inflows stand at $55.1 billion, with ETF holdings at $102.5 billion.
Conclusion: selling pressure has stopped and buyers have returned, but this is not yet “institutional buying at full force.” Derivatives contributed more than spot ETFs to Monday’s move.
Third: bad news has been priced in—not a restart of rate cuts
Last week, the CLARITY Act failed to pass and the Federal Reserve raised rates by 25bp, which should have pressured risk assets. Instead, the SEC granted an innovation exemption for tokenized U.S. equities, the CFTC advanced a draft rules proposal, and oil prices fell for four consecutive days, sending stocks and crypto higher together.
The market is trading “bad news has been priced in,” not “the rate-cut cycle is restarting.”
The bull-bear showdown—you decide
On one side:
The weekly chart moved above the 50-week moving average for the first time in 45 weeks, signaling a stronger structure
A $750 million short-side stampede, with fierce forced buying
ETF flows turned positive, and selling pressure stopped
Bad news has been priced in, and risk appetite is recovering
On the other side:
Once the short squeeze ends, spot buying may fail to follow through
Leveraged longs are beginning to crowd in, amplifying perpetual open interest
Rates remain hawkish, with another hike possible this year
The China-U.S. meeting on Thursday carries substantial event risk
Upper wicks have already appeared above $85,000, indicating profit-taking
Resistance above: 85300-85500 (the intraday high and the end of the short squeeze) → 88000-90000 (second target)
Support below: 82500-82800 (the first pullback zone after the breakout) → 80800-81200 (this morning’s range) → 76000-78000 (the lower boundary of the range; only a drop to this area would count as structural damage)
Trading strategy
Wait for a pullback to 82500-82800 and enter with a small position after a 1-hour decline stabilizes. More conservatively, look for reduced-volume stabilization at 81200-80800.
Target: first look for a retest of 85300, then 88000.
Stop-loss: if entering longs at 82,500, reduce the position on a decisive break below 80800; if the daily candle closes below 80,000, the breakout has failed, so exit first.
Protection against a pullback:
If the price fails to break 85300 again, forms a long upper wick, and volume does not keep up, reduce longs or hedge with a small position. The most common path after a short squeeze is: surge → pullback to the breakout level → choose a direction again. A failed pullback means a false breakout.
Medium term:
Hold only if all conditions are met: the weekly chart continues to close above the 50-week moving average, ETFs do not see large net outflows this week, and the pullback holds above 80,800. Otherwise, treat 84,700 as near the swing high, take part of the move, and exit part by part.
The structure is stronger than last week, but the price is more expensive. $84,700 was driven by a short squeeze, not bought with institutional real money.
You are not chasing the return of the bull market—you are chasing a short-sellers’ funeral.
$84,700 was built up by short liquidations, not bought by institutions with real money.
Bulls should wait for 82,500 or 80,800; bears should not go against the trend and try to pick a top on the breakout day. With the China-U.S. meeting and a series of Federal Reserve speeches this week, volatility will be harder to trade than direction, and position sizing matters more than opinions.
At 84750, do you dare chase it? #BTC突破84000美元 #加密货币总市值重返2.8万亿美元 #Gate广场中秋团圆局 $BTC $ETH $SOL
BTC-0.67%
ETH-1.26%
SOL-0.77%
0
Mining_sLittleSheep
$4.25 NEAR—would you still dare to chase it?
First, the surface: up 20% over the past 24 hours, 80% over the past week, and 110% over the past month. BTC is moving sideways at $81,000, while NEAR has taken the lead in the altcoin rotation. 24-hour trading volume exploded, with the price rising from 2.3 to 4.44 in what was almost a straight-line move. The trend has strengthened, but the position is crowded.
First: privacy perpetuals have launched, but the truly valuable part is not the word “privacy”
near com has changed perpetual positions to default to private shards via Confidential Intents, with execution and liquidity provided by Hyperliquid—50+ markets, up to 40x leverage.
When you open a position on NEAR, others cannot see your identity, source of funds, or position direction
Copy traders, front-runners, and those specifically targeting your liquidation are all rendered ineffective
It uses Hyperliquid’s liquidity, effectively letting you use someone else’s liquidity as your own entry point
After the news came out, the price surged directly from 2.3 to 4.4.
Second: Intents’ TVL is real, not just a PowerPoint
NEAR Intents’ total value locked stands at $170-210 million, while the confidential portion rose from $70 million to $100 million. Cross-chain intent trading volume is increasing, with actual fees retained over the past 30 days.
This is the biggest difference between NEAR and altcoins that rely purely on hype: it has verifiable data.
Confidential TVL surpassing $70 million also triggered the first snapshot for NEAR 3.33 incentives, with 333,333 milestone tokens.
Third: the AI + privacy dual narrative, with funds rotating in
NEAR is benefiting from rotating capital in both the AI and privacy sectors. On-chain AI inference/agent-related staking and access to dozens of models are being combined with confidential execution.
It led the altcoin market alongside AVAX and ARB this week.
The Federal Reserve just raised rates by 25bp last week to 3.75%-4.00%, and the dot plot was hawkish. BTC is fluctuating around $81,000, while ETF fund flows remain inconsistent. The macro environment cannot deliver a major bull market and can only provide a “structural impulse.”
NEAR’s independent rally is benefiting from the window created by “the broader market staying alive + thematic rotation.”
Bulls vs. bears—you decide
On one side:
Privacy perpetuals are a real product, with Hyperliquid liquidity integrated
Intents TVL and fees are genuinely growing, rather than being a pure narrative
AI + privacy sector rotation, with capital showing recognition
The weekly chart has broken away from the long-term bottom, confirming a medium-term uptrend structure
On the other side:
Up 80% in a week and 110% in a month, RSI is inevitably elevated
$4.25 has already priced in a large portion of product expectations
The Federal Reserve is hawkish, and the macro environment does not support a broad-based bull market
The all-time high is 20.4, while the current price is still 79% lower—holders trapped at higher levels could sell at any time
Resistance above: 4.44 (intraday high) → 5.00 (round-number + psychological level) → 5.5-6.0
Support below: 4.10 (today’s lower bound) → 3.50-3.33 (dense trading zone before the acceleration began) → 2.8-2.4 (the starting point of this rally’s main uptrend)
Trading strategy
Bullish bias:
Wait for a pullback to 3.5-3.33, then lightly test a long position if declining volume accompanies a bottoming move or if stability forms on the 1-4-hour timeframe. Take partial profits at the first target of 4.44, with the second target at 5.00. Stop-loss below 3.20.
Protecting against a pullback:
If the price fails to break through 4.44, forms a long upper wick, or shows price-volume divergence—reduce long exposure in the short term or use small-scale hedges. If it breaks below 4.10 and cannot quickly reclaim it, reduce your position first. If it breaks below 3.50 and fails to reclaim it, the probability that this impulse has ended rises; staying on the sidelines is preferable to dip-buying.
Medium term:
It is only worth holding under one condition—the price returns to around 3.3-3.5 and establishes support again, while Intents/confidential TVL and fees continue to rise. Otherwise, take one leg of the move and exit.
NEAR now looks a lot like Solana in 2021—
Product narrative + capital rotation + technical breakout, all three happening at once. SOL surged from $2 to $260, while NEAR has risen from 2.3 to 4.4—how far do you think this move has really gone?
But don’t forget:
Those who chased SOL at the top in 2021 suffered a 95% drop in 2022.
It wasn’t that Solana was no good; they simply got on at the wrong level.
$4.25 is not a “close-your-eyes-and-chase” level. It is a zone where “the rally needs to take a breather.”
At $4.25, will you chase or wait for a pullback?#BTC突破84000美元 #GT涨4.3%突破10美元 $BTC #Gate广场中秋团圆局 $ETH $NEAR
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ETH-1.26%
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ZyraVale
$ETH just broke out of a pattern that preceded its last 3 major rallies.
ETH closed the week up 6.77%, breaking above the same range that marked previous breakout setups.
Key levels now:
Bullish: Hold $1,900 → $3,200–$3,600 becomes the next major zone.
Bearish: Lose the breakout range → momentum could fade quickly.
The next weekly close is crucial.
ETH-1.26%
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