Crypto KOL Community & Market Trends

$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!

Went to the bar in pajamas and slippers to play Texas Hold’em in the middle of the night
And somehow took first place overall
I was also the only female player there
Feels like I can brag about this for a whole year~

$meme It’s starting to bounce now, up 45m, but overall it’s still at a low price $meme and $boner are the two US stock-related coins I’m most bullish on this cycle $meme is controversial, and AMC’s CEO has been attacking it online, so it has attention Hold onto the major-cycle memes this round

In fact, the investment landscape for the next few years will need to be restructured. It’s no longer like the previous few years, when people could blindly allocate to mainstream crypto assets like BTC and ETH, hold them for several years, and expect high returns. It’s also no longer like 2019 and 2020, when many people believed baijiu and consumer stocks could remain the GOAT forever. Any asset or sector will go through a period of dividends and eventually enter a boring period of sideways consolidation, and its underlying logic may even change.

MARKET CAP is at a key decision point.
Price has bounced from the horizontal demand zone and is now trading inside the Ichimoku Cloud.
The next move could be important. A clean breakout above the cloud and resistance trendline could open the door for a stronger altcoin rally.
But if the cloud rejects price again, another pullback is possible. And if the demand zone breaks, the correction could go much deeper.
Altcoins are sitting at a make-or-break level.

$BTC is still trapped between two major structural zones.
Below spot, the summer consolidation built a strong accumulation floor around $62K–$65K.
Above, $83K–$86K is the real test, with heavy Long-Term Holder supply sitting there.
So for me, the map is simple: $62K–$65K is the key downside floor, while $83K–$86K is the major supply wall.
Until one of these zones breaks, BTC is still trading inside a defined range. The breakout from this structure could decide the next big move.

By the way, $LITE and $INTC have always been assets I’ve kept a close eye on. I call one Guangyi and the other Xinyi; the scenario I previously envisioned was to wait until this crypto wave played out and then switch positions perfectly, but judging by Guangyi’s current strength, it seems like it may be a bit difficult to hold back. First, let’s look at the technicals.

This market is about to slowly squeeze the shorts.
$BTC

ARB at $0.16—what are you still waiting for?
Look at the surface first: up 100%, but everyone who chased the rally is trapped.
ARB surged from the 2026 low of 0.07 to 0.174, doubling in 30 days and posting its strongest rebound in nearly a year. Its market cap has returned to $1.1 billion, with 24-hour trading volume noticeably higher. The price has moved above the 50/100/200-day moving averages, the moving averages have formed a bullish crossover, and RSI is at 52-66. The trend has turned bullish, so pullbacks are opportunities.
First: Standard Chartered is seriously pricing ARB for the first time.
Standard Chartered Bank initiated coverage of ARB for the first time, giving it a $10 target for 2030. The path is: 0.50 by the end of 2026 → 1.50 in 2027 → rising year by year afterward.
Arbitrum is no longer just the “airdrop-distributing L2.” It is becoming infrastructure for bringing TradFi on-chain. Robinhood Chain uses its technology stack, while tokenized stocks, RWA, and institutional settlement all run on it.
This Standard Chartered research report is repricing ARB from an “L2 governance token” into “TradFi chain infrastructure.”
Second: it has started collecting tolls from others.
How did Arbitrum make money before? Gas on its own chain.
Now things have changed. After Orbit chains launched, others that use its technology stack to launch chains have to pay it licensing fees.
Robinhood Chain runs on Arbitrum technology → Arbitrum gets paid
Other projects want to copy the playbook → they have to pay too
The revenue structure has changed from “collecting gas itself” to “collecting gas itself + collecting rent”
DAO revenue in the first half of the year was approximately $6.19 million, with an extremely high gross margin.
Third: it has just broken through technically, but a sword hangs overhead.
Good signals:
High-volume breakout above the old 0.15-0.157 resistance
Above the 50/100/200-day moving averages, with the averages turning from bearish to bullish
Rebounded from 0.07 to above 0.16, up more than 100% in 30 days
Perpetual funding rates are slightly negative, indicating no excessive leverage on the long side and a healthy structure
Bad signals:
There are upper wicks everywhere above 0.17; every push gets knocked back
Around mid-September, approximately 92.6 million ARB will be unlocked, continuing to dilute the circulating supply
The daily MACD histogram is weakening, and upward momentum is fading
ARB does not pay gas fees (gas is still paid in ETH), so the token’s value capture is relatively indirect
The bulls and bears are fighting—you decide
On one side:
Standard Chartered initiated coverage for the first time, with a $10 target for 2030
Robinhood Chain + AEP revenue sharing, a real revenue story
Above all moving averages, doubled in 30 days, with the trend turning bullish
Funding rates are negative, with no overcrowded longs
RWA/tokenization deployments are at the forefront, with a strong institutional narrative
On the other side:
92.6 million tokens unlock in September, with selling pressure overhead
Dense upper wicks above 0.17, with aggressive profit-taking
The all-time high was 2.39; it is now at 0.16, down 93%, with a massive number of trapped holders
ARB does not capture gas fees; its valuation relies on the indirect logic of “sharing revenue after the ecosystem grows”
Altcoin season has not fully opened up, BTC dominance is 57%, and ARB can only follow the broader rally
Trading strategy
Spot/mid-term:
Keep the position at 10%-20% of total holdings and scale in
First tranche: 0.155-0.160
Second tranche: 0.145-0.150
Third tranche (defensive): 0.132-0.140
Targets: first 0.19-0.20, second 0.24-0.26
Stop-loss: daily close below 0.128-0.132
Short term (3-5x):
Bullish: wait for a pullback to 0.158-0.161 to stabilize and buy the dip, with a stop-loss below 0.154 and targets at 0.170/0.174, taking half off first. Only hold the remainder toward 0.188-0.20 after a high-volume move above and sustained hold of 0.174.
Bearish: if it rises to 0.172-0.175 and stalls, forming long upper wicks on declining volume, take a small short position, with a stop-loss above 0.178 and targets at 0.162/0.156.
It’s not that you don’t know ARB has a story—you just didn’t dare buy at 0.07, didn’t dare chase at 0.16, and will be kicking yourself when it reaches 0.50.
Retail traders are always hesitating when institutions seriously price something for the first time.
By the time you understand it, the price will no longer be yours.
Scaling in below 0.16 is where you trade the swings.
Chasing above 0.17 means becoming exit liquidity for someone else.
Hold 0.155, and the structure remains intact; break below 0.148, and short-term bulls concede.
At 0.16, are you willing to buy?#牛熊未定闲钱该放哪 #Gate广场中秋团圆局 #每周来晒 $BTC $ETH $ARB

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In fact, the investment landscape for the coming years needs to be replanned.
It is no longer like a few years ago, when you could blindly allocate to mainstream crypto assets such as BTC and ETH, hold them for several years, and expect high returns.
Nor is it like 2019 or 2020, when many people thought baijiu and consumer stocks could remain YYDS forever.
Every asset and every sector goes through a period of tailwinds and eventually enters a boring period of volatility, or even undergoes a change in its underlying logic.
There has never been anything in this world that is permanently certain.
The logic that worked in the past does not mean it can continue to be replicated in the future.
In investing, there is even no asset that can simultaneously offer sufficient certainty, very high returns, and low risk.
Most of the time, these three conditions form an “impossible triangle.”
If you want higher returns, you have to accept greater volatility and uncertainty.
If you want greater certainty, it usually means sacrificing some returns.
So, as investing progresses, the goal is not to keep searching for an eternally correct answer that you can hold once and for all, but to continuously readjust your asset allocation as the environment changes.

$ZEC LONG
Higher highs. Strong momentum. Bulls are clearly in control.
The setup is simple: stay above the key support and let the trend continue.
TP: Higher Tops
$ZEC is showing no signs of slowing down yet. Bulls want to keep printing new highs.

Sl8 continues to evolve, and the next exciting new feature is Streams. 🚀 The team is currently developing an all-new livestreaming interaction experience that will allow creators to start livestreams directly from their Sl8 profiles and build more direct connections with their communities and audiences. In the future, Streams will support:
Livestreaming and scheduling
Notifications when a livestream starts
Real-time group chat interactions
Paid viewing access
Special requests feature

This October, I’m less focused on “who has announced asset tokenization” and more focused on what will happen once these assets actually enter large-scale use. DTCC is advancing efforts to make traditional assets such as Russell 1000 Index stocks, large ETFs, and U.S. Treasuries eligible for tokenization while continuing to remain within the existing DTC custody system. Production transactions in July already covered more than 30 companies.