Crypto KOL Community & Market Trends

Japan's 25-basis-point rate hike has been implemented, but Bitcoin has instead climbed to around 77777.
My 63540 long from yesterday had a stop-loss set before I went to bed—I wanted to sleep soundly, but when I woke up, I found it had actually been triggered. Looking at the current price, it feels pretty bad 😂
It was still grinding sideways this morning, but started moving up once the news came out. This rate hike was already expected. My understanding is that everyone had been bracing for it, and once the news was actually announced without any bigger surprise, the market instead breathed a sigh of relief.
So sometimes, just looking at whether news is bullish or bearish really isn't enough—you have to see how the market reacts. At least this time, the market didn't get smashed lower following the rate hike; instead, it pushed the price up.
I'm planning to wait a little longer and see if it can pull back so I can find an entry for a long. I just got stopped out of a position, and chasing now feels a bit uncomfortable—if an opportunity comes, I'll take it!!!
bitcoin:native

Wall Street currently appears more bearish on Bitcoin than gold.
According to JPMorgan, that imbalance could actually create more upside potential for BTC. Gold ETFs have already recovered all of their 2026 outflows, while Bitcoin ETFs have recovered only around half.
Meanwhile, short interest in BlackRock’s IBIT is close to its highest level this year, while GLD’s short interest remains below its historical average.
If that bearish positioning starts to unwind, JPMorgan argues Bitcoin could receive stronger support than gold simply because there are more shorts that could be forced to cover.#GateTrenchesExclusive0GasTrading #GateTopsStockPerpetualCoverage $BTC

The red iPhone 18 Pro isn’t that impressive on its own, but seeing it like this, it really does look good! So big and white—oops, I mean so big and red 🫪🫪

A classic rule of thumb: 100 minus your age is the percentage of your portfolio that should be allocated to stocks.
At 25, invest 75% of your money in stocks; at 40, invest 60%; at 60, only 40% remains.
I choose to go all in—100%!

$river It’s about to end, at the end of this month.
Almost three months have passed before I even realized it.
I started farming this time by participating as an ordinary user in $river ’s World Cup event, chatting about football while getting started. At first, I worked really hard and wrote every day.
Later, there were no more events, and I didn’t know what to write. I also fell from first place to third place now. I have nearly 19K pts. This can’t compare with S1 and S2.
For a long-term campaign, is this all they give at the end?
After working hard for three months, I’m expected to get 20K. At the current price, that’s only 20U.
I can only stake it for 1–2 years and see how it performs in the future.
@River4fun @RiverdotInc

Don’t just look at the APY. With SL8 staking this time, one deposit can do three things at once: earn base rewards, compete on the daily leaderboard, and compete on the overall leaderboard
The longer you lock up your funds, the higher the base rewards:
30 days 28%
90 days 38%
180 days 50%
360 days 62% APY
Then there are two additional layers of rewards:
The top 35 each day have a chance to receive tokenized gold and silver commemorative coins issued by the National Bank of Ukraine;

The market is boring, so let’s talk about traders again today. First, let me state my conclusion: In my view, among the people I’ve encountered and the areas I’ve observed, trading is currently the only long-term career in this circle where you can build something lasting and be rewarded for it. Whether in crypto or U.S. stocks, there are often extraordinarily talented people who leave everyone amazed; they may be kings of airdrop farming, legends of the MEME industry, or perhaps masters of timing sector rotations in AI...

Highly Suspicious Position Changes by AI Stock Genius Leopold: 4 Ultra-Short-Term Calls Worth $100 Million
Call Options
1. Intel $INTC
October 2 115 Call, approximately 20,000 contracts, with $7.3 million in premiums. The appeal is that it is a U.S. domestic chip manufacturing and advanced packaging recovery play, with a strong policy narrative. The stock was around 109 at the time, so 115 was only slightly higher. If it broke through the strike price within two weeks, the gains could quickly multiply.
2. Marvell $MRVL
October 2 250 Call, approximately 3,500 contracts, with $3.85 million in premiums. The appeal is that it makes data center optical modules, Ethernet products, and custom ASICs; the more AI traffic grows, the more attractive it becomes. The stock was around 241 at the time, so 250 was also slightly out of the money, offering sufficient short-term upside.
3. SanDisk $SNDK
The purchase was an October 2 1600 Call, approximately 4,200 contracts, with $41 million in premiums, making it the second-largest position in this package. The appeal is that AI inference and data centers will require massive amounts of NAND, and rising memory prices are a more solid story than GPUs. The stock was around 1596 at the time, making 1600 nearly at the money and the clearest bet on memory prices continuing to surge.
4. Micron $MU
The purchase was an October 2 1000 Call, approximately 10,000 contracts, with $44 million in premiums, making it the largest position in this package. The appeal is that it is the purest U.S. HBM/DRAM play, and it also had earnings on September 30. The stock was around 978 at the time, with 1000 within reach, giving it the greatest potential for an explosive move over the two weeks.
Looks like a massive surge is coming?

Today's AI U.S. Stock Market Information Gap:
1. AI is really out of control! $OpenAI publicly disclosed 6 more incidents of AI going out of control, including one in which an AI agent secretly deleted the obligation to “obey humans”
2. $NVDA is going to double! Jensen Huang: Chip sales are expected to double next year, but everything is currently bottlenecked by HBM; otherwise, revenue could also 2x
3. The macro environment is the main catalyst for the rebound! Falling oil prices have reduced inflation concerns, while the 10-year U.S. Treasury yield fell from 5% to 4.9%; lower discount rates favor high-valuation growth stocks
4. The Xi-Trump meeting is coming! Next Thursday, the 24th, at the White House in Washington, it will be the first official visit to the U.S. in 10 years. Will they discuss slowing down AI?
5. $SPCX continued to surge 3%! Its weighting in the Nasdaq 100 rose to 2.8%. If it gets added to the S&P 500, imagine what could happen. It also signed another $13 billion annualized AI computing deal, and its price target was raised again

1, I have indeed met many people who are enthusiastic about attending conferences. Some are major industry figures (at least in my eyes). 1, given their status, they receive too many invitations, so it would be awkward not to go; 2, a single event may allow them to solve many problems at once, which is one way these major figures consider efficiency when getting things done; another group consists of relatively new people, who may, as Ni Da said, be thinking about becoming familiar faces, expanding their networks, and so on...... 2, personally, I am not interested in attending conferences and have never done so.

Things that can genuinely improve your quality of life often don’t cost much; two things I didn’t use before but now use in my own life, and that I feel greatly enhance my happiness, are wet toilet paper and an electric nail clipper.

Hear the Strings → Bone Resonance → Pill Formation → Ink Dotting → Lotus Planting → Mountain Gazing → Lamp Ignition → Tower Ascension → Chess Holding → Realm Painting → Wind Riding → River Crossing → Star Plucking → Cloud Cutting → Heaven Mending → Returning to the Void → Word Transformation → Balance Holding → No Delusion → Forgetting the Game → Seclusion from the World → Dust Transformation → Profound Inquiry → Firmament Shattering → Dao Integration → Silent Emptiness → Primordial Chaos → Limitlessness → Grand Beginning → Dao Origin → Primordial Unity → Tracing Back to the Beginning → Reversing the Origin → Beginninglessness → Dao Severance → Sole Supremacy → Returning to the Void → Great Nothingness → Ultimate Profundity → Transcending Profundity → Original Truth → Eternal Silence → Solitary Silence → Realm Lord → Primordial Silence → Ultimate Silence → Transcending the Origin → Empty Obscurity → Tracing Back to the Origin → Great Simplicity → Returning to Truth → Source Beginning → Unplucked Primordial Chaos → Great Beginning → Ultimate Void → Lawlessness → Dao Annihilation → Only Me → True Silence → One Thought, the Source → The Nameless Realm → Enlightenment in the Mortal Realm → Reaching Heaven in the Immortal Realm → Returning to One in the Saint Realm → Transcending the Ten Thousand Daos → Supreme Source → Shattering Realms and Mastering the Universe → Transcending the Origin and Tracing Back to the Beginning → True Silence in the Void → One Thought, Creating the World → The Nameless Ultimate。
If time were infinite and everyone could live forever, this world would absolutely be an inferno; each realm is a higher layer of heaven, and you would be stuck in the newbie village forever 😂

Although the CLARITY Act failed in Congress, whatever, SEC Chairman Paul Atkins has stepped in.
Using existing authority, he created something called an innovation exemption to get the market moving first.
In the future, tokenized stocks can be traded on-chain, and trading platforms and market makers can receive temporary exemptions, so they don’t have to immediately follow the strictest traditional “exchange” and “brokerage” rules. The original stock-issuing company can object.
So if the boss of $AMC objects, does that mean Robinhood’s tokenized stocks won’t happen? Vlad will say: whats the concern 😂
It seems that even without an innovation exemption, it wouldn’t matter. We can say: These are securities issued by us; they just reference your stock price.
Publicly listed companies can’t control others from using their stock to create financial products.
If the Eastern Factory can’t issue the coin, the Western Factory will issue it instead—act first and report later, with imperial authorization.
As for the CLARITY Act, there’s no need to count on it now.
The person in charge of policy at Coinbase also said: You can basically consider it dead.
But over the next two years, agencies like the SEC and CFTC will use their existing authority to continuously issue new rules, one after another.
There may be plenty more bullish developments ahead. Firmly bullish on $BTC : $300,000–$400,000 in 2028, and $1 million in 2032. 🚀

$PLTR Boss Alex Karp dropped a bombshell, saying that many executives have recently been bashing $OpenAI $Anthropic
because they suddenly realized they had been played, and their trade secrets had been learned by the models.
AI closed-source model companies are cutting token prices so drastically not because they are doing charity. They are using discounted hooks to fish for companies’ data. When you think it is cheap, is it possible that you are the product?
That is why Alex Karp and Jensen Huang are now pushing the sovereign AI revolution every day. $NVDA is responsible for selling GPUs and its own open-source model, Nemotron, while $PLTR is responsible for selling operating systems. What they want to promote is this: companies use the most powerful open-source AI, while the data always remains their own.
AI sovereignty is becoming a direction for corporate procurement, which is favorable for Palantir. It will be the most distinctive company in the second half of the AI era: the Windows + Oracle + Snowflake + Agent OS of the AI age.
But at 66x PS, $PLTR is now too expensive, making it hard to pull the trigger!

Clarity Bill Rejected, SEC Takes Action: “Regulatory Front-Running” After “Legislative Failure”
On September 15, the cryptocurrency market crashed.
The Clarity Bill was rejected 49:50 in a procedural vote in the Senate, falling 11 votes short of the 60-vote threshold. BTC plunged from $79,593 to $74,910, ETH fell more than 8%, Coinbase shares plummeted 12%, and Circle dropped 13%. Within 24 hours, 115k people were liquidated, and nearly $300 million in bullish bets were wiped out.
The entire industry spent several years and hundreds of millions of dollars on lobbying, all for this comprehensive regulatory framework. Then, overnight, it was all gone.
So what happened next?
Two days later, the SEC took matters into its own hands.
On September 17, SEC Chair Atkins signed an innovation exemption order. Under Section 36(a)(1) of the Exchange Act, the SEC formally approved the “innovation exemption” framework, allowing tokenized NMS stocks to conduct limited pilot trading on designated blockchain-based trading venues (TSVs).
The bill died, but the SEC instead took the regulatory lead over tokenized securities.
The Clarity Bill was originally meant to give the CFTC the lead, dividing digital assets into several categories, with the SEC overseeing securities and the CFTC overseeing commodities. Now that the bill is gone, executive authority has directly filled the vacuum left by the legislature. The exemption is valid for five years, and Atkins made it clear: “This is a bridge to durable rules.”
In plain English: No need to wait for Congress—I’m doing it now.
The market’s reaction was faster than turning a page.
UNI rose 18% in a single day, reaching as high as $7.93. ONDO gained 7.39%, while BP rose 14.48%. On the stock side, Securitize closed up 14.93%, and Robinhood gained 5.16%.
Why did UNI lead the gains?
Because it has real substance. After the v4 fee switch was integrated into Robinhood Chain on July 27, Uniswap became the leading DEX for trading tokenized stock RWAs on the chain. Related daily trading volume reached approximately $130 million in August, nearly ten times higher than a month earlier.
UNI’s rise is not driven by a narrative, but by real on-chain volume and fee revenue.
This raises the most important question—
Who exactly does the SEC’s exemption exempt?
The conditions are extremely strict. The announcement targets compliant venues such as TSVs, while the stock tokens with the highest trading volumes are unlikely to fall within its scope. They are backed 1:1 by real stocks and can be redeemed, but legally remain debt issued by other parties.
The SEC is selecting projects that can be integrated into channels it recognizes. Thematic tokens will diverge: those backed by real volume and fee revenue will be separated by the market from those backed by nothing but narratives.
What this means for the market:
A comprehensive regulatory framework at the legislative level is unlikely in the short term. With less than two months until the midterm elections, there is very limited room to restart the bill. But targeted easing at the administrative level is accelerating—and moving far faster than congressional votes.
For companies with real business operations, this is a structural positive. For purely narrative-driven projects, it will accelerate the shakeout.
Stop asking, “When will the bill pass?” It will not pass in the short term.
The SEC is using the speed of executive orders to outrun the speed of congressional votes.
If the SEC’s exemption only recognizes compliant venues and genuine volume and fee revenue, are the tokenized-asset concept coins you hold more like UNI, backed by on-chain revenue, or are they merely riding the hype?#牛熊未定闲钱该放哪 #Gate广场中秋团圆局 #每周来晒 $BTC $ETH $UNI

The Top-Secret Bottom-Fishing Logic and Selling Points for the Storage Sector Revealed:
1. Micron $MU
As long as you follow the pace of the storage sector, the ultimate target for the fifth-wave advance is 1466. From the perspective of Elliott Wave Theory, the first and second waves may have already been completed, and the market is now attempting to develop the third-, fourth-, and fifth-wave upward structure. If Micron falls below the current key low, the original five-wave upward structure may fail. If it breaks below the 736 support low, that would indicate that the first surge has failed, potentially triggering a deep pullback to around 564 to form a new base.
2. SanDisk $SNDK
According to the current wave analysis, the low of the fourth wave may already have formed. We will now watch whether the fifth wave can continue driving prices higher. The fifth-wave target is 2847; if the breakout fails, the price may follow a consolidation path and revisit the previous lows of 1060, 719, and 508 to seek support.
3. Storage ETF $DRAM
A strong rebound pattern has already emerged from the bottom, and it is preparing to break the downtrend. As long as the current key support holds, the next target is a direct doubling to 93! Only if the AI bubble bursts and support breaks would it decline to 13-26, but there is no need to panic at present, as the probability is very low. From the perspective of Elliott Wave Theory, DRAM may have already developed a five-wave structure from its low, which usually means that the market may be forming a bullish trend.

ARC’s mass exodus—a disaster caused by a livestream!
Data on DeFiLlama shows that Arc still had $64.35 million in trading volume on the 16th, but after appearing on livestream, it dropped directly to below $50 million on the 17th.
I have to ask: Was it really necessary to show your face?
I vaguely remember last year’s investigation by Twitter users into project teams’ locations. Many projects may have presented themselves publicly as having European, American, Hong Kong, or Singaporean backgrounds, while their actual locations showed up as places such as India.
This time, similarly, there has once again been concentrated discussion targeting Indian developers and Indian projects!
The main reason everyone is so hostile is that Indians have such a bad reputation, and everyone is afraid of being scammed again.
If one person says there’s something wrong with you, it may not necessarily be your problem. But if a whole group of people unanimously says there’s something wrong with you, that has to indicate a problem, right?
All I can say is that ARC completely botched what could have been a great hand.

$SOL is finally showing some strength on the weekly 👀
The downtrend line is broken, and price reclaimed the ~$96 area.
Now the big level I’m watching is $120.5.
If SOL clears that resistance and holds above it, the chart could open up toward the next major zone.
Structure is definitely getting interesting again. 🔥
#Solana

I think Sl8’s staking model this time is more interesting than simply increasing the APY. The underlying staking yields haven’t changed and still come in four tiers: 30D 28%｜90D 38%｜180D 50%｜360D 62% APY The minimum deposit is 100 USDC, rewards compound weekly, and assets will be locked for the selected term. At the same time, it’s important to note that APY does not represent guaranteed returns. What really caught my attention is that this time, Sl8

90% of the time, the market moves sideways; as a 2026-upgraded full-time trader who doesn’t really trade sideways markets, I get pretty bored when the market is ranging. I don’t know how to do on-chain PVP either, so all I can do is wake up and eat, work out after eating, play games after working out, then go back to sleep after playing games… The market is so boring that I don’t even feel like saying anything. I just want to say, fuck, this is so annoying😩 I’m sick of playing games, and the market still hasn’t finished ranging!