Crypto KOL Community & Market Trends

Why isn’t Pinduoduo doing AI? Looks like AI isn’t all that useful after all. Why not follow $META Muse and build an AI agent that shops on its own website, then collect transaction commissions?
Pinduoduo’s core appeal: bargain hunting and mindless spending. If users have to ask AI, “Is this paper thick? Which one is the better deal? What do people who’ve bought it say?” before buying a pack of tissues for 9.9 with free shipping, then Pinduoduo actually makes less money—and may not even earn enough to cover the token costs.
There’s 450 billion in cash flow sitting there earning interest. You’ve practically drained the banks dry😂

Since Duan Yongping bought Pop Mart, it has fallen 12%. From its all-time high, it is down 61%. Its moving average price is between 140 and 183, leaving 85% of investors underwater.
The fundamentals have completely changed: $LABUBU the hype has faded, overseas growth is slowing, the fixed costs of the megastore strategy are squeezing margins, the FIFA collaboration failed, and efforts to incubate new IPs have failed. Wang Ning admitted he won’t meet this year’s target! It’s now just an ordinary consumer stock!

🇺🇸 9 days until the U.S. midterm elections.
Historical data shows a recurring pattern: #Bitcoin has corrected after previous U.S. midterm elections.
Will history repeat itself in 2026, or is this time different ?
The key will be how $BTC reacts to the event and whether the market has already priced in the risk.
History offers a pattern, not a guarantee.
What’s your take ?👇

$BTC may be showing early signs of a potential reversal.
Price continues to print lower lows, but RSI is starting to recover.
This divergence suggests selling momentum could be weakening even as price remains under pressure.
We saw a similar setup before September’s bounce, making this structure worth watching closely.
If momentum continues to improve, BTC could be preparing for a relief move.
Confirmation is still needed, as divergence alone doesn’t guarantee a reversal.
#USEarningsSeason #GateWCTCS9GlobalTradingCompetition

A buyback announcement means little to me until the tokens actually leave circulation.
That’s what caught my attention with @grvt_io.
The GRVT token issuer has completed its first buyback, purchasing 1.1M ethereum:0xad29f2723fcdbcf665f210f25e06f97477e417cf on the open market and permanently burning them.
That represented nearly 1% of circulating supply at the time.
Here's the important distinction: these tokens weren't moved into a treasury where they could potentially re-enter circulation.
They were burned, with onchain transaction records available for anyone to verify.
Future buybacks are intended to happen monthly, but their timing and size remain discretionary. Nothing is guaranteed.
The bigger story is what comes next.
Grvt 2.0 is bringing several developments:
• Grvt Earn: Tokenized fixed-income strategies targeting up to 11% yield, not guaranteed.
• Stable Funding Perps: Planned access to stocks, FX, commodities and indices.
• Yield as Margin: Eligible Earn balances supporting trading positions while continuing to earn yield.
Personally, Yield as Margin interests me most. Making collateral productive while managing open positions could improve capital efficiency, although liquidation and collateral risks still matter.
The burn is already completed. The upcoming products still need to prove themselves.
That's the difference I'll be watching as $GRVT 2.0 rolls out.

I treated this like a small project, not a trade.
$MSFT in, $rMSFT out, one transfer.
Step 1 Eligibility: I checked the supported-assets list. OTC stocks and ineligible holdings weren’t an option, and whole shares were required.
Step 2 Initiate: Homepage → More → Assets → Stock Transfer → Transfer In.
Step 3 Documents: I prepared a brokerage statement from the previous three months. The name, account number, ticker, and quantity had to match the transfer details.
Step 4 Outbound transfer: I started the transfer from the sending brokerage, following its own procedure.
Step 5 Wait: @’s guidance has cited around 10 business days, although actual processing can vary.
Step 6 Check: After processing, I checked the Spot account for $rMSFT.
Most of the friction was paperwork, not the idea behind the product.
If you share screenshots of your own process, blur your account details and other personal information first.

Arbitrage liquidations have happened countless times, and they keep happening because people rely on luck. People always think certain coins probably can’t be pumped anymore, or jump in when funding rates are high, figuring they might as well take whatever they can get
The altcoin buying pressure in the market still seems somewhat dependent on people who cling to wishful thinking and lose their principal for funding income... Friends, stay cautious. Shorting small-cap altcoins as an arbitrage trade has the same source of profit and loss; better to go afk for now and wait for a better opportunity

ZEC at $1180: are you betting on the upgrade or catching a falling knife?
The NU7 upgrade countdown to November 5: block time cut from 75 seconds to 25 seconds, Grayscale fund inflows, ETF application submitted—but the price has fallen 30% from 1690 and is consolidating around 1180. Is this the final shakeout before the upgrade, or the classic “buy the rumor, sell the news” trap?
First, the surface picture: a pile of positive catalysts, but the price isn't rising.
From the September high of 1690-1700, it has corrected to 1180, down 30%. The daily chart is repeatedly battling around the 50-day moving average, while the 200-day moving average provides support far below. On the 4H chart, it bounced from support at 1100-1120 and is testing the 1180-1220 resistance zone. RSI is neutral at 45-55, and MACD is attempting a golden cross after a bullish divergence. The candlesticks tell you: an attempted breakout after a descending wedge consolidation, but volume is moderate and direction is unconfirmed—all the indicators are saying one thing: building momentum, waiting for a signal.
But wait.
Have you ever wondered: the upgrade is on November 5, so why did the price start consolidating a month in advance?
First: Is the NU7 upgrade a positive catalyst or a “sell the news” event?
NU7's activation height has been locked in, with mainnet activation around November 5. Key changes:
Block time shortened from 75 seconds to 25 seconds, making confirmations 3 times faster
Part of the fees will go into the reserve
The old Sprout privacy pool will be shut down (funds must be transferred in advance)
Sounds pretty technical, right?
But here's what you need to know—when the date was announced, the price had already rallied.
The four most expensive words in crypto are “sell the news.”
People who jump in before the upgrade are betting on “an even bigger narrative after the upgrade.”
But historical patterns tell you: most upgrades are sell-the-news events on the day.
ETH's 2022 Merge: it rose before the upgrade and sold off on the day. The various “mainnet upgrades” in 2024 were no exception.
I'm not saying NU7 will definitely sell off.
I'm saying—if you enter at 1180 now, you're not betting on the upgrade itself, but on “the market being willing to hype it up once more before the upgrade.” This is an emotional trade, not value investing.
Second: How much is the privacy narrative really worth in 2026?
ZEC's core is zk-SNARK zero-knowledge proofs, optional strong privacy, a supply cap of 21 million, 16.93 million in circulation, a market cap of about $20 billion, and a top-10 ranking.
YTD gains of over 100%-400% (depending on the data source), rebounding use of the privacy pool, and a strengthening correlation with XMR. Grayscale-related products can see net inflows of over $10 million in a single day, and a Winklevoss entity has submitted a Zcash ETF application.
In an environment of increasingly tight regulation, privacy coins have instead become a “scarce compliant asset.”
If the ETF narrative materializes and opens up institutional access, ZEC's valuation logic will change completely.
Third: The technical picture says 1180 is the dividing line
Longer term: down 30% from 1690, but still within a medium- to long-term uptrend—this is a “healthy correction,” not a “trend reversal.”
Short and medium term: bounced from 1100-1120 support and is testing the 1180-1220 resistance zone. Volume is moderate, perpetual open interest is deleveraging, and the balance between bulls and bears leans toward bearish probing.
Support: 1150-1170 (short term) → 1120-1140 (strong support; watch out for a breakdown) → 1050-1100 (deep correction)
Resistance: 1220-1250 (clustered moving averages) → 1280-1350 (previous high + target zone)
Holding above 1200 and breaking through 1250 on volume would open up room to rise.
A break below 1150 would bring another test of below 1100.
Bulls and bears face off—judge for yourself
On one side:
NU7 activation on November 5, a clear short-term catalyst
Grayscale inflows, ETF application submitted
Privacy pool usage recovering, XMR correlation strengthening
Medium- to long-term uptrend intact, 200-day moving average providing support
On the other:
Down 30% from 1690, with a massive overhang of holders in loss
Extremely high “buy the rumor, sell the news” risk
Privacy coin ETF approval is difficult, with regulatory uncertainty
Macro environment is hawkish, BTC is range-bound, high-beta altcoins are under pressure
Trading strategy
Bullish approach:
Build a small position in batches in the 1150-1180 range, and add on a pullback to 1120-1150. Stop loss below 1100-1120, limiting risk per trade to 1-2%. First target: reduce position at 1220-1250; second target: 1300-1350 (a possible run-up before NU7). If it breaks above 1250 on volume, hold through the upgrade window.
Bearish approach (caution):
Only try a small short if it runs up to 1250-1300, meets resistance, and shows clear topping signals; stop loss above, target a retrace to 1180-1150. Don't recommend heavily chasing shorts—the odds of a selloff before the upgrade are lower than those of a rally.
Range strategy:
Sell high and buy low in the 1150-1250 range, with strict take-profit and stop-loss levels.
ZEC right now is like LTC in 2021—
Before the halving, everyone said “this time is different,” but it sold off on the day of the halving and took three months to recover.
But zoom out, and LTC rose from 40 to 400 over an entire year.
An upgrade is a catalyst, not an engine.
The real engine is the scarcity of the privacy narrative in an era of regulation.$BTC $ETH $ZEC #美国消费者信心接近历史低点 #GateWCTCS9 Global Trading Competition #U.S. Earnings Season

We just had this meeting, nobody said anything, and they still want me to summarize something? damn it.

Anyone who’s been in the primary market knows that retail investors banding together is easy to talk about, but very few can actually stick with it. But this community called “10,000x Mars” seems kind of interesting. Its mechanism is pretty simple: buys and sells are each taxed at 3%, with 2% burned directly, so the more trading there is, the fewer tokens remain. Another 4% goes into a dividend pool, and if you hold more than 100,000 tokens, you can keep earning dividends. Basically, it’s designed to encourage you to hold and not touch your tokens.

IRYS at $0.037—would you dare to buy the dip?
A 26x surge, then an 85% crash in 3 days, now at 0.037. Everyone is asking: Is this a golden buying opportunity, or the final blow before the October 25 unlock?
First, the surface: It surged from 0.0117 to 0.31, and the whole internet was shouting, “the next 100x coin.”
October 18 low of 0.0117, October 23 ATH of 0.31-0.32, up 26x in 5 days. Shorts were liquidated for tens of millions of dollars, perpetual funding rates went insanely negative, and OI went through the roof. Then what? An 85-88% pullback in three days, now at 0.037, down 50%-54% in 24 hours.
The candlesticks tell you: The parabolic rally is over, with long upper wicks and huge bearish candles—the classic distribution phase. Support at 0.032-0.035, resistance at 0.040-0.045. Every indicator is shouting one thing: Don't rush to catch the falling knife.
But wait.
Do you really think an 85% drop means it's “cheap”?
First: A 26x surge wasn't value discovery; it was a short squeeze
This Irys surge came with no major product announcement, no partnership launch, and no explosion in real adoption.
It was just short-term capital rotation + a short squeeze + high-leverage perpetuals amplifying volatility.
In plain English:
When it rises, shorts bleed; when it falls, longs pay tuition.
Small-cap coin charts aren't price charts; they're harvesting machines.
You chased at 0.31, and now you're down 88%.
If you buy the dip at 0.037, the 77.5 million tokens unlocking on October 25 could come crashing down, and you could lose another half.
Second: The October 25 unlock is just an appetizer; November 25 is the main course
Around 77.5-77.6 million tokens unlock on October 25, equal to 0.78% of total supply and 3-4% of circulating supply. The size isn't catastrophic, but coming during the distribution phase after a surge, it's salt in the wound.
Even worse—
Around November 25, the team/investors will release tokens in a more concentrated phase, in larger quantities.
If you buy the dip now, you're providing liquidity for the unlock sellers.
You think you're picking up a bargain; their cost may be a fraction of yours.
You're not buying the dip; you're catching the unlock knife.
Third: The fundamentals have a long-term story, but the short-term price is severely disconnected from them
Irys isn't a vaporware project: a Layer-1 data chain, programmable data, smart contracts that directly read storage, EVM compatibility, 50% of execution fees burned, a high proportion of long-term storage fees burned, and deflationary potential. It raised about $20 million, with Framework, CoinFund, and others participating. The narrative taps into AI data + DePIN.
But a long-term story can't save short-term leverage.
Real adoption is still in its early stages; active addresses, storage volume, and the dApp ecosystem haven't shown the explosive usage needed to support the current valuation. Market cap is about $100 million, FDV is about $400 million, and only 25% is circulating.
Low float + high FDV + high volatility = the perfect hunting ground for market manipulators.
Bulls vs. bears—see for yourself
On one side:
The long-term narrative is differentiated: programmable data chain + AI data demand
Fee-burning design, with deflationary potential if there is real usage
Down 85-88% from ATH, oversold in the short term
Negative funding rates, crowded shorts, potential for a short squeeze
On the other:
October 25 unlock, larger unlock on November 25
The surge was pure capital speculation, with no new positive catalysts to offset it
OI is declining, momentum is fading, distribution phase
BTC consolidating around 80,000, macro conditions are weak, and high-beta small caps are most vulnerable to amplified volatility
Key levels
Resistance above: 0.040-0.045 → 0.055-0.065 → 0.08+
Support below: 0.032-0.035 → 0.025-0.028 → 0.018-0.020
Trading strategy
Short-term traders:
If it drops to 0.032-0.035 and stabilizes with rising volume/long lower wicks, try a small long position, stop-loss below 0.030, target 0.042-0.048, and get in and out quickly. If a rebound stalls at 0.042-0.045, try a small short position, target 0.035, stop-loss above resistance. Don't go heavy, and don't hold onto losing positions.
Swing traders:
Wait for the large November unlock to be fully absorbed. If it falls to 0.020-0.025 and real adoption data improves, then consider building a position. Now is not the time to go heavy.
Fundamentals believers:
You can dollar-cost average in at low levels, but you must accept one reality: it could halve again. Risk per trade should not exceed 1-2% of total capital, leverage ≤5-10x, and spot is preferable.
IRYS now feels like the tail end of the 2021 meme coin frenzy—
You weren't there when it went up, but you're all there when it falls.
Everyone is shouting “100x coin,” but the 100x gains belong to someone else, and the halving is yours.
The market never runs out of opportunities; what it lacks is people who survive until they arrive.#美股财报季 #GateWCTCS9全球交易赛 #美国消费者信心接近历史低点 $BTC $ETH $IRYS

BTC at $80,600—would you still dare to buy the dip?
$689 million in long positions were just wiped out, oil surged to $117, and the Fed meets in three days—all eyes are on a break below 80k, but the price bounced back instead. Is this a dead-cat bounce or a golden buying opportunity engineered by the big players?
First, the surface picture: liquidations are over, but the price hasn't collapsed.
Weekend liquidity was thin. Longs worth $689 million were wiped out, total liquidations exceeded $800 million, and the price briefly fell below the psychological 80k level, bottoming at 79.2k. Then what? It quickly recovered and is now hovering around 80,600. It’s basically flat over 24 hours, with light trading volume. The candlesticks tell you one thing: below the 50-day moving average (81.7k), short-term moving averages have turned bearish, the price is fluctuating between 80k and 82k, and the Bollinger Bands are narrowing—all the indicators are shouting: a major move is coming, but the direction is unclear.
Which way do you think it’ll move?
First question: Were the $689 million in long liquidations a bottom or just a stop along the way?
During that weekend dip, $689 million in long positions were liquidated outright. Retail traders were wailing, and the chat groups were full of “It’s over, it’s going to break 70k.”
But did you notice something strange? After the price fell below 80k, it bounced back within just a few hours.
What does that mean?
It means there was real money buying below 80k. Not retail traders—they’d already been scared away.
The cruelest thing about the market is that it hunts down those who “think the price is about to break down,” then pulls it back up.
Of course, the big players could also be deliberately pushing it back up, only to dump it after the Fed meeting.
So don’t jump to conclusions.
Second question: ETF institutions have a cost basis of 84k, and at 80,600, they’re sitting on losses
ETFs saw about $1 billion in consecutive inflows in mid-to-late October, with institutions building positions at a cost basis of around 84k. Now the price is 80,600, so they’re sitting on losses.
Then what? More than $600 million flowed out in a single day, and October overall turned into a net outflow.
In plain English: institutions are hesitating too.
They’re not exiting, but they’re not adding to their positions either. Inflow momentum is weakening, leaving the price without much fuel to rise.
Bull markets rely on institutions buying; bear markets rely on them holding the line. Now institutions are neither buying nor holding the line—so how do you expect the price to rise?
Third question: The Fed meets in three days. This is the real life-or-death test
October 27-28: the Fed’s rate-setting meeting. The market has almost fully priced in “no change,” but that’s not the issue.
The issue is oil prices. Brent crude briefly surged to $110-$117, reigniting inflation concerns. The possibility of a December rate hike remains, as does the expectation that interest rates will stay higher for longer.
High Treasury yields and a strong dollar are real pressure for BTC, which doesn’t generate interest.
More troubling still, geopolitical risks in the Middle East (Iran-related rumors) could trigger safe-haven sentiment at any moment. Risk assets are under pressure across the board, and BTC won’t be spared.
But think about it the other way—
If the Fed sends any dovish signal, even just a single sentence, suppressed demand for a rebound could explode instantly.
Before the Fed meeting, every directional call is a guess. After the Fed meeting, every guess will become a lesson.
Bulls and bears face off—judge for yourself
On one side:
The 80k psychological level held, with a rebound from the 79.2k low
Long-term ETF holdings, corporate treasuries, and sovereign allocations remain in place
Post-halving supply inflation is low; the scarcity thesis remains unchanged
A 36% pullback from the 126k ATH isn’t particularly deep by historical standards
On the other side:
$689 million in long positions were wiped out, and the market hasn’t recovered its strength
ETF net outflows, with institutions sitting on losses at an 84k cost basis
High oil prices + a hawkish Fed + a strong dollar
A break below 79.5k could accelerate a test of 78k or even 76k
Key levels
Resistance above: 81.5k-82k (former support turned resistance) → 83k-84.5k (ETF cost-basis zone) → 85k+
Support below: 80k (psychological level) → 79.2k-79.8k (recent lows) → 78k → 76k-77k (medium-term solid floor)
Trading strategy
Short-term traders:
Buy the dip lightly at 79.8k-80.5k, with a stop below 79k (if it breaks, get out—don’t ride it down). Reduce positions or hedge with shorts on a rebound to 81.5k-82.5k. Only chase longs after a daily close holds above 82.5k-83k, targeting 84k-85k.
Medium-term traders:
Build positions in stages in the 78k-80k range, with a stop if it decisively breaks below 76k-77k. First target: 84k-88k. If bearish, sell into rallies at 83k-85k to hedge. Key things to watch: whether ETF inflows turn positive + a dovish Fed statement + a retreat in oil prices.
BTC right now is just like March 2020—
The pandemic crash took it down to 3,800, and everyone was shouting, “BTC is going to zero.”
And then?
A year later, it hit 60k.
Big money has never been made when things are “certain”—it’s made by riding out the “uncertainty.”
‍#美股财报季 #GateWCTCS9全球交易赛 #美国消费者信心接近历史低点 $SOL $ETH ￥$BTC

Because my family is so rich, I don’t have to work. I hope I can say that about myself someday. Don’t mind me, I’m just in a carb coma. Just a fantasy before the carb coma hit.

$BTC might be setting up for another familiar move.
We’ve seen this pattern before:
Low volatility → sweep the lows → reclaim support → push toward range highs.
The real signal isn’t the breakdown. It’s whether sellers can get any follow-through after it.
$83K is the key daily-close level to watch. Reclaim it with momentum, and $87K+ comes into focus.
Not guaranteed. Let price confirm before jumping to conclusions.
#BTC #Crypto

How important is stock timing? If I had bought $1,000 of each of the following at their highs, I’d be down $24,000 now!
Layer 1: Energy
Nuclear:
$OKLO -$820
$UUUU -$730
$SMR -$880
$LEU -$740
AI Power:
$EOSE -$910
$BE -$440
$NVTS -$740
$VRT -$480
Layer 2: Chips
CPUs:
$AMD -$200
$INTC -$380
$ARM -$520
$AMKR -$580
AI Hardware:
$NVDA -$120
$TSM -$140
$ASML -$210
$MU -$280
$SKHY -$310
$SNDK -$470
Quantum:
$IONQ -$570
$RGTI -$740
$QBTS -$690
$QUBT -$610
Layer 3: Infrastructure
Neocloud:
$IREN -$670
$NBIS -$450
$HUT -$540
$CORZ -$550
$CRWV -$610
Photonics:
$AAOI -$700
$LITE -$330
$COHR -$510
$AEHR -$620
AI Connectivity:
$AVGO -$330
$ALAB -$470
$CRDO -$510
$MRVL -$280
Space:
$RKLB -$650
$ASTS -$700
$PL -$740
$SPCX -$300
Drones:
$AVAV -$690
$KTOS -$700
$MRCY -$410
$ONDS -$560
Layer 4: Models
$Anthropic -$141
$OpenAI $148
Layer 5: Applications
Physical AI:
$TSLA -$240
$AMZN -$130
$SYM -$550
AI Applications:
PLTR -$60
NOW -$160
CRWD -$80
SNOW -$120
Overall loss: 49%!

The United States’ third aircraft carrier is heading to the Persian Gulf, Hegseth makes a surprise visit to Israel, diplomatic personnel in Saudi Arabia begin evacuating, and Trump hints at resuming strikes after the midterm elections.
All signs of escalating war.
Following the script in your head, what should you do now? Buy BTC and wait for safe-haven money to lift it.
So what happened?
BTC fell below $80k, plunging as low as $79,146, a more than one-month low. Crypto-wide liquidations over 24 hours totaled $820 million, with long positions accounting for 93.1%; more than 210k traders were liquidated.
Gold is falling too. The two “safe-haven assets” are holding hands on the way down.
The old script is dead. Completely.
Why? Because you got the transmission chain wrong.
The chain in your head is: war → panic → buy BTC.
The real chain in 2026 is: war → oil price surge → rising inflation expectations → stronger rate-hike narrative → sell-off in non-yielding assets.
Seven ships were attacked or hit mines in the Strait of Hormuz in one day, sending Brent crude straight to $113. With every step up in oil prices, inflation expectations burn a little hotter. CME data shows the cumulative probability of rate hikes by December has already hit 74.8%. The Fed’s interest rate is stuck at 3.75%–4.00%, without moving.
When “money getting more expensive” becomes the only dominant theme, the safe-haven narrative has no chance against the rate-hike narrative.
What stings even more is that within this pricing framework, BTC stopped being “digital gold” a long time ago.
It’s in the same boat as the Nasdaq. Correlation: 0.96, the highest in recent months. When the Nasdaq sneezes, BTC goes straight to the ICU.
You’re holding an asset that breathes in sync with tech stocks, yet expecting it to play gold’s role during a war. That’s not a cognitive bias; it’s a cognitive disaster.
This line from a Shenwan Futures analyst is worth writing down and sticking on your screen:
“When war becomes an assist for rate hikes, BTC bulls become hostages in a geopolitical game.”
Iran is laying mines in the Strait of Hormuz to pressure the United States. Oil prices are pushed higher, inflation expectations are ignited, rate-hike odds rise, and in the end, it’s your BTC long positions that get blown up.
The war hasn’t fully erupted yet, but your account has already been wiped out.
The old script can be burned.
The first page of the new script has just one sentence:
It’s not that BTC is no longer a safe haven; the market now recognizes only one kind of shelter: one that earns yield. Against a federal funds rate of 3.75%, the story of war can’t beat the arithmetic of interest.
‍#美股财报季 #GateWCTCS9全球交易赛 #美国消费者信心接近历史低点 $BTC $XAU $BZ

At 11 p.m. last night, ETH fell to a low of $2,282, and this whale/institution with a massive ETH long position came within just $30 of liquidation. So early this morning, they quickly added $9.21 million in USDC margin, lowering the liquidation price on their ETH long position from $2,256 to $2,181 and temporarily getting out of the ICU.
They now hold BTC and ETH long positions worth as much as $396.5 million:
◎115,473 ETH ($2.721