Regarding the belief in $SOL , SOL is one of the strongest betas in this cycle in my opinion. So I opened a position at 30 and a heavy position at 40. I kept adding to my position and never reduced my position.
I was chatting with my parents in the car a few days ago, and they asked me what I was most optimistic about this round. I answered $SOL without hesitation.
I said if you want a stable annual return of 20%, buy U.S. Bond ETFs; if you want a doubling opportunity, choose BTC; if you want 5 to 10 times, choose $SOL .
It took a 30-minute drive to convince them, so they bought SOL at a price of 100. I'm looking forward to the day when he gets his ATH.
It more than doubled in 24 hours (up 130%), with Binance futures trading volume surging past $700 million!
Lookonchain spotted someone going 2x long on 20.5 million AGT on Aster. The position is worth around $1.63 million, and the unrealized profit has already topped $1.26 million—a return of about 155%.
CoinAnk shows money flowing in too, with AGT ranking near the top for 24-hour inflows at around $37.55 million.
With leverage this high and trading volume this huge, could this be another trap? #AGT
U.S. September CPI will be released tonight (8:30 p.m. Beijing time). The year-over-year rate is forecast at 3.6% (previous: 3.4%), with core CPI at 2.5%. Williams said there could be one more rate hike this year. The probability of rates remaining unchanged in October is around 77%.
If CPI comes in above expectations: U.S. stocks may come under pressure, with growth stocks more vulnerable BTC may pull back and test support at 81,000 (sensitive to risk appetite and liquidity) Gold may fall initially, then trade choppily (as real yields rise)
If CPI comes in below expectations: U.S. stocks may rebound BTC may be more likely to challenge resistance above 84,000 Gold may benefit from falling yields and a weaker dollar
Key levels to watch: BTC: Support at 81,000; resistance at 84,000–84,500. A decisive breakout would open the way to 86,500+ Gold: Support at 4,100–4,120; resistance at 4,217–4,250. A break below 4,100 could lead to a retest near 4,000
The data itself is important, but the market’s reaction in Treasury yields and the dollar after its release matters more. Markets are currently leaning toward no change in October and possibly another hike in December. A stronger-than-expected reading could quickly reset those expectations. $BTC $XAU #9月CPI来袭原油美债走势如何
U.S. September CPI will be released tonight (8:30 p.m. Beijing time). The year-over-year rate is forecast at 3.6% (previous: 3.4%), with core CPI at 2.5%. Williams said there could be one more rate hike this year. The probability of rates remaining unchanged in October is around 77%.
If CPI comes in above expectations: U.S. stocks may come under pressure, with growth stocks more vulnerable BTC may pull back and test support at 81,000 (sensitive to risk appetite and liquidity) Gold may fall initially, then trade choppily (as real yields rise)
If CPI comes in below expectations: U.S. stocks may rebound BTC may be more likely to challenge resistance above 84,000 Gold may benefit from falling yields and a weaker dollar
Key levels to watch: BTC: Support at 81,000; resistance at 84,000–84,500. A decisive breakout would open the way to 86,500+ Gold: Support at 4,100–4,120; resistance at 4,217–4,250. A break below 4,100 could lead to a retest near 4,000
The data itself is important, but the market’s reaction in Treasury yields and the dollar after its release matters more. Markets are currently leaning toward no change in October and possibly another hike in December. A stronger-than-expected reading could quickly reset those expectations. $BTC $XAU #9月CPI来袭原油美债走势如何
$W has jumped more than 60% in the past 24 hours, peaking near 0.031, while $ZRO has also climbed by double digits
Two cross-chain tokens moving at the same time is no coincidence—it’s altcoin capital rotating, with money flowing specifically into infrastructure projects
W’s rally is mainly driven by low-priced holdings being pushed higher. The market is betting on the fee switch and buybacks going live, and capital is voting with its feet. A whale holding over 63 million tokens with 5x leverage is sitting on nearly $1 million in unrealized profit. They just trimmed their position and cashed out $90,000, but haven’t touched the bulk of their holdings, suggesting big money isn’t ready to exit yet
ZRO, meanwhile, is being supported by data from the project team: $10–15 billion in monthly transfers, a 91% share of cross-chain activity, 165 chains, and 900 applications. Some are openly calling it undervalued, and capital is flowing in
If W holds steady, the cross-chain sector could be repriced, with capital continuing to spread to similar tokens. If the whale keeps trimming, short-term profit-taking could follow—but the fact that low-priced holdings have already been absorbed is clear
If ZRO continues to deliver on its data, it has greater room for a valuation recovery. If it’s just a narrative, capital will abandon it outright
For W, watch support at 0.022; a break below could send it to 0.020. The first resistance zone is 0.028–0.030; a high-volume breakout would put the previous high near 0.031 in sight
ZRO support is at 2.00–2.05; a break below could take it to 1.92. The key resistance zone is 2.45–2.50; a move above it would open up the 2.6–2.7 range
Starknet’s Move to an Independent L1: A Repricing of the Quantum-Resistance Narrative, or Still Just a Discussion?
Starknet’s Move to an Independent L1: A Repricing of the Quantum-Resistance Narrative, or Still Just a Discussion? On October 8, StarkWare CEO Eli Ben-Sasson raised the question at Token2049 and on Twitter: Should Starknet move from being an Ethereum L2 to an independent L1 to achieve faster post-quantum security? The official account promptly responded that it was “seriously considering becoming an L1,” with the goal of becoming the first fully quantum-resistant network by 2027! On October 10, StarkWare went further, calling an independent L1 “the clearest path.” However, the project team, including Starknet’s official account, emphasized that this is still “a question, not a decision.” No transition proposal, timeline, migration plan, bridge design, or tokenomics changes have been announced. The network is still an Ethereum-settled Rollup.
CRCL leads crypto stocks, driven by stablecoin infrastructure; watch the 80–90 range in the short term
USDC issuer $CRCL has recently led crypto stocks, building infrastructure for tokenized stock trading. Combined with approximately $73 billion in USDC circulation supporting reserve interest income, and the launch of the Arc mainnet with institutions such as BlackRock and Visa onboard, the company is expanding beyond pure stablecoin issuance into compliant financial infrastructure.
Compared with COIN and MSTR, it is less affected by trading volume and BTC prices.
Key levels (current price approximately $84.5):
Support: first $80.5–81.5; stronger support at $78–79
Resistance: first $86–87.5, then $88.5–90
A break above $87.5–88 could open the way to $90+; a pullback to $80.5–81 may present a rebound opportunity. A drop below $78 could trigger a steep plunge!
Orca merges with Loopscale: From $2 to $3.2, can it hold above $2.4 on the pullback?
Solana decentralized exchange $ORCA and lending protocol Loopscale are merging to form Formation, bringing trading, lending, and vaults together, with a focus on financing AI, energy, robotics, and defense
Although the merger terms have not yet been announced, both the ORCA and xORCA networks will remain
ORCA rallied from around $2 this week, peaking at about $3.19–$3.27 on October 6 before pulling back
Near-term support is at $2.30–$2.50, with resistance first at $2.73, followed by the previous high of $3.20
The current price is around $2.44, down about 10% over 24 hours. If it holds above $2.30, it may consolidate between $2.40 and $2.70; if it falls below that level, it could retest $2.00
$80K was breached and then reclaimed—the bulls buried themselves first!
$BTC dipped below $80,500 early this morning, hitting a low of around $80,300 before recovering to near $81,800. NEAR and ZEC also fell more than 10%. This isn’t bad news for just one coin—it’s a retreat in risk appetite.
Over the past 24 hours, $1.191 billion in positions were liquidated across the market, including $1.056 billion in longs—nearly 90% of the total. Price only made a brief move lower, but leveraged bulls were the first to get flushed out.
Buying pressure was drained from the spot market. On October 7, U.S. spot Bitcoin ETFs saw net outflows of about $485 million—the biggest single-day withdrawal since June. BlackRock’s IBIT alone saw roughly $208 million leave, nearly wiping out all net inflows from early October and pushing flows back into negative territory for the month.
Ethereum ETFs saw another $161 million in outflows that same day. The average ETF cost basis is around $84,300, and the price has fallen below that level.
The Fed minutes struck a hawkish tone, pushing rate-cut expectations further out. Brent crude neared $105, while Treasury yields and the dollar both climbed.
Bitcoin failed to hold $87,000 this week. The $84,000–$84,500 range is another area dense with cost basis; below it, those holders are underwater, turning any rebound into an exit window. Altcoins are falling harder because their markets are thinner and leverage is more crowded.
For the short term, watch three levels below. First is $80,000–$80,300, which price dipped below today before reclaiming. If it breaks again and fails to recover, the next range is $78,800–$79,000. Below that is the liquidation zone around $75,000.
If price can’t hold above $82,000–$83,400, any move is just a relief bounce. The real hurdle is $84,300–$85,000. Until price gets back above that range, there’s no talk of a reversal—let alone another push to $87,000.
There were too many crowded longs at the highs, and institutions happened to pull out on the same day. Buyers stepped in at $80,000, so the market didn’t collapse. But with ETF outflows continuing and interest rates and oil prices still weighing on it, a rebound could get sold off again. First, let’s see whether $80,000 holds. #比特币跌破8.1万美元
Samsung Q3: Profits explode, but the stock isn’t buying it?
Samsung’s quarterly operating profit came in at 107.4 trillion won (about $80 billion), up 782.5% year over year. It topped 100 trillion won for the first time and set a new high for the fourth quarter in a row.
Revenue was 195 trillion won, below expectations of around 199 trillion; profit slightly beat expectations of 106.1 trillion. The profit margin was 55.1%. Yet the share price fell during the session.
The profits are in memory, not phones The memory division is estimated to have earned around 110 trillion won—enough to cover losses in the other divisions. Losses in phones and home appliances are still widening, while the foundry business remains in the red. Shipments are constrained by capacity, with higher prices and a richer HBM mix lifting profits.
HBM shipments rose nearly 50% quarter over quarter. Conventional DRAM prices are still rising, but the pace has cooled from the explosive gains of Q2 to single digits or around 20%.
The market is trading the second derivative The record results had largely been priced in. The revenue miss was read as “volume hasn’t picked up, and we’re in the latter half of the price-hike cycle.” With buybacks ending, ETF rebalancing, foreign investors taking profits, and U.S. Treasury yields adding pressure, it was a classic “sell the news” reaction.
Supply could remain tight through 2028, but the phase of prices rising another 50% every quarter is over.
Four things to watch at the late-October earnings call! Q4 profit guidance, HBM4 mix and customers, whether phone losses narrow, and shareholder returns. If two of these beat expectations, the pullback could be a buying opportunity; if two fall short, it may be best to stay out for now.
Samsung is currently trading at $196.5. First support zone: $194–198. If that breaks, watch $184–188, then $172.
Resistance: $208–213. A sustained break above that points to $224. The prior-high zone is $254–280, with a central target range of $239–299.
Buy on a pullback to support, or chase only after it gets above $213.