💥💥💥BTC was around $81,700 at 7 a.m. this morning. The latest Binance futures snapshot has recovered to around $82,400, with a 24-hour low of around $80,600. Binance OI is currently around 93,900 BTC. Overall, it has not returned to the crowded levels of nearly 100,000 BTC seen previously, but there is also no clear confirmation of new spot inflows. ETFs saw net outflows last week, while stablecoin supply continues to decline, suggesting this rebound is still built on a relatively weak foundation. For now, I’m more inclined to view the $80,000–$84,000 range as a consolidation and recovery zone, rather than assume a new rally has already begun.
The first area to watch is $80,600–$81,200. If BTC falls below $80,000 and fails to recover quickly, raise the defensive posture immediately. To the upside, watch $83,000–$83,500 first, then $84,500–$86,000 if price holds firmly above that level. Only if BTC breaks above the range, ETFs return to net inflows, and stablecoin supply stops contracting should this rebound be upgraded to a new trend opportunity.
For UNI, the key today is to watch actual institutional positioning following its CME launch. The price is around $7.22, with OI at around 22.63 million. The $6.95–$7.08 range is an area to watch for a pullback; reassess if it falls below $6.80. SOL is currently around $104.4, with OI at around 8.96 million. Before the upgrade, keep an eye on $101–$102.5; abandon the short-term upgrade trade if it loses $100. For HYPE, watch for support at $76.5–$78. LINK is currently around $12.11, with $11.6–$11.85 remaining an area to watch for positioning. AAVE is around $152.5, with a more favorable risk-reward setup again at $147–$150. For BNB, watch whether trading volume can remain strong. BCH is only on the radar as a CME event play.
On-chain, watch three developments today: DEX trading activity on BNB Chain is picking up despite the broader trend; Papertrade’s new trading mechanism is generating substantial LP surplus, but it should not be assumed to be sustainable; and Arcus on Robinhood Chain is already generating real fees and revenue, with TVL rising to around $61.59 million. However, stablecoin supply across Robinhood Chain as a whole is still declining, so growth in a single protocol should not be overinterpreted as a full ecosystem recovery.
💥💥💥💥💥 Which has greater potential in 2027, DOGE or SHIB? A detailed comparison!
👉 Short-term upside potential Thanks to its highly concentrated token holdings and additional funding channels from institutional products such as ETFs, DOGE may have greater breakout potential when a market rally begins. Whale accumulation and 10x leveraged long positions in May 2026 suggest that large investors are still betting on a DOGE breakout. We’ve noticed that analysts’ 2027 DOGE price forecasts range from $0.26 to $1.80—a huge divergence, but with an overall upward bias.
👉 Medium- to long-term ecosystem potential SHIB’s Shibarium transaction volume, FHE privacy contracts, and DAO governance framework offer more potential avenues for capturing future value. However, whether ecosystem development can translate into returns for SHIB holders in 2027 will still depend on a recovery in transaction volume and improvements in the efficiency of its burn mechanism.
Our assessment: If the crypto market as a whole rebounds in 2027, DOGE may offer greater upside, but with higher volatility, making it more suitable for short-term traders with a higher risk tolerance. SHIB may rise more gradually, but the greater stability offered by its more distributed token holdings makes it better suited to medium- to long-term portfolios.
👉 Are meme coins still worth investing in in 2027? Answer: They’re worth watching cautiously, but shouldn’t make up a large position. DOGE and SHIB have evolved beyond purely sentiment-driven assets toward ecosystem development. The DogeOS testnet and Shibarium upgrades introduce new variables, while the regulatory framework is gradually becoming clearer. However, meme coins are extremely volatile and lack cash flow support. They may suit high-risk investors making small allocations, but are not suitable for conservative investors.
BTC is around $82,300 this morning, recovering above $82,000 after rebounding from around $79,700 yesterday. PPI came in far above expectations, yet Treasury yields fell noticeably, giving risk assets a chance for a short-term recovery. However, ETF inflows remain inconsistent and stablecoin supply continues to contract, so the foundation for BTC’s rebound is still not solid enough. Binance OI is around 94,200 BTC, and funding rates remain mildly positive. For now, this looks like a choppy recovery after deleveraging, with no confirmation of a trend reversal yet.
$80,000–$81,500 remains the first zone to watch. If the price retests this range and spot buying comes in, consider a small position. If it breaks below $79,800 and cannot quickly reclaim that level, reduce risk exposure again. On the upside, watch $84,000 first, then $85,000–$86,000 if it holds above that level. On the macro front, keep an eye on movements in the U.S. 10-year Treasury yield around 5.10%. If longer-term yields continue to fall, conditions for a BTC recovery will improve. If renewed inflationary pressure pushes long-term yields toward 5.3%, stay defensive.
HYPE gets a higher weighting today, mainly because Ripple Prime has officially integrated RWA derivatives into institutional trading workflows. UNI has a catalyst from CME futures launching on October 19. LINK is around $12.44 this morning; continue watching $12.10–$12.30. AAVE is around $157.50; watch $152–$155. ETH is around $2,440, and ETH/BTC remains below 0.03, so it is still underperforming BTC for now. NEAR is around $5.30, up nearly 10% over the past 24 hours. Intents business revenue is still coming in, but the price has already moved beyond the optimal short-term buying zone. For AERO, wait for a pullback ahead of the event. For TAO, continue watching $260–$268; don’t chase the price based solely on the apparent growth in dTAO’s TVL.
October 15: 💥💥💥 Market trends BTC fell, and altcoins broadly declined. U.S. September CPI rose 3.7% year over year, above the expected 3.6%; the market estimates the probability of a Fed rate hike at its next meeting has risen from 22% to around 35%.
💥💥💥💥💥 Market highlights: 1. WAL, a storage project in the Sui ecosystem, rose about 47% against the trend. The Sui Foundation invested $30 million in DATA Network, with WAL set to become its default storage layer for AI data.
2. Zerebro, an AI agent concept token, rose about 59%. Futures trading volume climbed to $160 million, but no clear new catalyst has been identified so far.
3. U.S. stock futures contract BSP rose about 40%. Bending Spoons secured an additional $330 million investment from Berkshire Hathaway, increasing Berkshire's stake to 4%.
4. Oracle concept token PYTH rose about 8.7% against the trend, with trading volume around $55 million. Funding rates remained normal, making this an independent catch-up rally amid a weak market.
5. The higher CPI was mainly driven by energy: gasoline prices rose 9.1% month over month, and the energy index climbed 5.2%. BTC fell below $82,000.
6. U.S. stocks recorded their biggest single-day drop since July, led by AI stocks, as the market worried that higher financing costs would slow data center construction.
October 14: 💥💥💥💥💥 Key trading analysis for today: 👉The U.S. September CPI report at 8:30 p.m. tonight is this week’s key macro event. The market expects core CPI to come in at 2.5% year over year and 0.2% month over month. A cooler-than-expected reading would favor risk assets such as Bitcoin, while a hotter reading could revive rate-hike expectations and weigh on the market. U.S. Treasury yields have fallen back to around 5.2%, easing pressure for now, though it has not fully subsided. The market’s near-term direction will depend on the data.
👉BTC is currently trading at $83,400, up 2.5% over the past 24 hours. Deleveraging in perpetual futures is evident, and the short-term trading structure has improved. Support lies at $81,400–$82,000, with $80,700 as a key level to defend. Near-term resistance is at $84,200; if BTC holds above that level, it could move toward $85,000–$87,000. Avoid chasing gains before the CPI release and focus on holding spot assets. Capital has not yet flowed back into the market across the board, and ETF and stablecoin fund flows remain negative. This rebound is a partial recovery, not yet a broad-based rally.
👉Major tokens are showing significant divergence. OP has gained over 25% in the past 24 hours, supported by its revenue-funded buyback mechanism. Avoid chasing it in the short term and wait for a pullback to $0.143–$0.150. Pressure on UNI positions has eased, and it is showing strength amid the dual catalysts of futures listings and mainnet migration. Watch for a pullback to the $7.25–$7.40 range. HYPE is supported by large-scale buybacks, but be alert to the risk of liquidations by large holders; focus on support at $79–$81. LINK and AAVE have sound fundamentals; wait for opportunities to buy on weakness. For SOL, wait for confirmation of support at $102–$105.
👉The market faces a packed calendar of catalysts over the next two weeks, including PPI data, the launch of CME futures, the FOMC meeting, and on-chain project upgrades. Capital is currently concentrated in a small number of strong performers. Avoid going all-in before the CPI release. Focus on core assets such as BTC, UNI, HYPE, LINK, and AAVE, and trade in line with the macro data and price action.
August 13: 💥💥💥💥💥 Today's Major Token Analysis! 1. BTC has fallen further this morning, from $82,400 earlier to around $81,500, down about 2.65% in 24 hours, with a low near $81,200. Binance BTC OI is around 93,200 BTC, and Funding remains at about +0.0063%, indicating that although this decline has flushed out some positions, long-side leverage has not been fully cleared. The former short-term support at $82,200 has failed; the focus is now back on $80,000–$81,000.
2. ETH and SOL remain noticeably weaker than BTC. ETH was around $2,432 this morning, down about 4.2% in 24 hours; SOL was around $104.60, down nearly 6%. ETH/BTC has fallen below 0.03, showing that capital is still actively reducing Alt Beta exposure. There are currently no conditions supporting a broad altcoin season. Until BTC stabilizes, treat any Alt rebounds as trades rather than trends.
3. NEAR's short-term strength has completely failed. It was around $5.13 this morning, down nearly 13% in 24 hours, giving back almost all of the strong move that had brought it close to $6. But its on-chain fundamentals have not disappeared: Intents still has trading volume and protocol revenue, while ecosystem stablecoins and TVL continue to grow. The approach for now is simple: stop trying to buy the dip. First see whether $5 can hold, then whether it can reclaim $5.35. Reassess the medium-term thesis if it falls below $4.50.
4. HYPE has fallen to around $80.90 this morning, down about 6.7% in 24 hours, with a low near $80.45—its first real approach to the low-price zone we've been waiting for over the past several days. More importantly, Funding has turned negative, and OI is around 4.18 million tokens, making the setup much more favorable than above $90. Hyperliquid's real revenue and trading demand have not fundamentally deteriorated, so HYPE remains one of the Alt assets I'm most willing to wait for at the right price. The $79–$81 range is the first zone to watch; $76–$78 would be more attractive, but don't rush in if BTC continues to break down.
5. LINK has fallen to around $12.50 this morning, down about 6.5% in 24 hours, with a low of $12.36. OI has also dropped to around 8.17 million tokens, and Funding has turned negative. The $12–$12.50 range we've been waiting for over the past few days has finally arrived, and the leverage structure is much cleaner than before. The medium-term theses for RWA, Oracle, and CCIP remain intact, so LINK's risk/reward is clearly better now than it was at $14–$15. The condition remains that BTC must not accelerate its decline below $80,000.
October 12: 💥💥💥 Market overview BTC rebounded, and altcoins rose broadly. U.S. stocks closed higher on Friday.
💥💥💥💥💥 Market highlights: 1. MAGIC, a gaming and AI agent token, rose about 45%, with even larger gains at one point. Treasure is shifting from a gaming DAO to an AI agent ecosystem, but this rally lacks any new major news, and trading has been concentrated mainly on centralized exchanges, suggesting strong short-term speculative activity.
2. Small-cap token LUMIA rose about 22%, with trading volume surging for two consecutive days. Its 24-hour trading volume has already exceeded its circulating market cap. Funding rates are slightly negative, suggesting some short-squeeze potential, but no clear project-level catalyst has been identified so far.
3. STRK continued to rise, gaining about 18%, as the market continued to speculate on expectations that Starknet will transition to an independent L1 and become a quantum-resistant network. STRK has posted sharp gains for several consecutive days. Funding rates remain fairly normal, but profit-taking pressure has clearly built up.
4. Older L1 tokens rebounded across the board: NEAR and FIL rose about 12%, CFX gained about 10%, and AVAX rose about 6%. NEAR continues to benefit from expectations for a spot ETF and growth in its Intents business; CFX is being boosted by speculation around a proposal related to China's blockchain network.
5. The attack on Ledger hardware wallet distributors is still under investigation: all confirmed theft cases involved the Southeast Asian distributor CryptoBilis. Ledger says its official systems and direct sales channels were unaffected. The full scope and root cause of the attack have not yet been confirmed.
💥💥💥💥💥A roundup of five AI altcoins to watch in October 2026: who will come out on top?
If we had to pick one, our view is that VVV currently has the clearest validation, for the following reasons: Venice has reached an annualized revenue run rate of $100 million, and API subscription revenue automatically triggers VVV buybacks and burns. Token emissions have been cut by about 86% from their peak, to 2 million tokens per year. Among the five projects, this is the only model with a fully closed and quantifiably verifiable “usage → revenue → deflation” loop. Grayscale also listed VVV as one of the representative tokens in the AI sector in its October report. TAO is another strong contender, but its revenue picture is murkier. Bittensor’s annual ecosystem revenue is estimated at $28 million to $35 million, and 24–25 subnets have generated commercial revenue. However, independent analysis indicates that the network’s annual incentive spending is about $36 million, still significantly higher than its confirmed external revenue. Why don’t the other AI coins make the cut? We believe that although NEAR’s Intents cross-chain settlement volume has exceeded $13 billion, on-chain data has yet to confirm how value accrues to the token. VIRTUAL’s daily active users have fallen from 4,000 to 1,500, while daily revenue has dropped from $45,000 to $3,800, as the consumer narrative loses momentum. VVV is the short-term winner; TAO is the biggest variable in the medium term.
Key Crypto Market Updates for October 10! It’s All About the Dollar!
Data as of around 07:15 Beijing time on October 10. 1. The preliminary reading of the University of Michigan’s U.S. consumer sentiment index for October fell to 46.3, below expectations of 47.6. The current conditions index hit a record low of 44.7, while one-year inflation expectations remained elevated at 4.7%. Meanwhile, a New York Fed model showed the U.S. 10-year Treasury term premium rising to 0.98%, its highest level since 2014. The 10-year yield remains around 5.24%, and Brent crude is around $104.7. The current macro mix is still one of weakening growth expectations alongside elevated inflation and long-term interest rates—not a favorable backdrop for crypto valuations. 2. Global funds are continuing to seek shelter in cash-like assets. In the week through October 7, global money market funds saw net inflows of around $153.8 billion, U.S. equity funds saw net outflows of around $5.1 billion, and global bond funds saw net inflows of around $26 billion. In a high-interest-rate environment, cash and short-term bonds remain highly attractive. The rebound in U.S. stocks has not sparked a broad-based risk-on mood, and what the crypto market needs most right now is fresh inflows.
Key Crypto News Roundup for October 9! Information Is Money!
Data as of around 9:00 a.m. Beijing time on October 9. 1. The situation in the Middle East continues to drive up global inflation risks. Brent crude briefly topped $105 last night and ultimately closed near $104, up about 4% on the day. Although Trump said there would be no new attacks on Iran before the November 3 midterm elections, Houthi forces continue to attack Saudi airports, while the U.S. is stepping up sanctions on Iran’s oil transportation network. Now that oil prices have climbed back above $100, the risk of the Fed continuing to raise rates toward the end of the year is hard to rule out entirely. This remains one of the biggest external pressures on BTC.
【Daily Crypto Market Highlights】October 8: 💥💥💥Market trends BTC fell, and altcoins broadly declined. U.S. stocks pulled back from record highs.
💥💥💥💥💥Market highlights: 1. MET, a DEX token in the Solana ecosystem, rose about 38% against the trend. Meteora’s expected launch of DLMM Pro helped push the protocol’s DEX trading volume to $187 million, while active addresses reached a weekly high. MET’s funding rate was around -0.073%, indicating a notable short squeeze during the rally.
2. SAND, a metaverse-related token, rose about 13%, extending gains driven by speculation after a South Korean exchange lifted its risk warning. SAND’s funding rate was around -0.035%, as short sellers remained under pressure. MANA, however, rose only slightly, with limited spillover across the sector.
3. RAY, a Solana-based DEX token, rose about 10%, while JUP gained about 3.5%. With SOL itself down about 3.6%, funds rotated against the trend into lower-market-cap DEX tokens, showing clear signs of short-term speculation.
4. The L2 sector led the declines, with OP and ARB each falling about 6%. Abstract became the second Ethereum L2 to suspend operations within a week, further hurting sentiment across the sector.
5. A U.S. government address transferred out about $670 million in crypto assets over nearly 32 hours. The transfers involved about 6,215.7 BTC, 119 million USDT, and 40,285 BNB. Monitoring reports say the BTC and USDT were sent to Coinbase Prime; an on-chain transfer does not mean an official sale has been confirmed.
6. The Federal Reserve meeting minutes struck a hawkish tone. Most members expected that another rate hike could occur this year, but saw no clear urgency to raise rates in October. Interest rate expectations remain a key macro variable for risk assets.
【Daily Crypto Market Briefing】October 7: 💥💥💥 Market trends BTC traded lower amid volatility, while altcoins broadly declined. U.S. stocks continued to rise.
💥💥💥💥💥 Market highlights: 1. Solana ecosystem token ORCA surged about 36%. A new governance proposal plans to use 10% of protocol fees for xORCA buyback rewards and another 10% for open-market buybacks. It is also considering acquiring a Solana DeFi protocol. ORCA funding rates were around -0.10%; bullish fundamental expectations, combined with a short squeeze, fueled the rally.
2. Cross-chain token ZRO rose about 9.4%. The LayerZero Foundation continued open-market buybacks, while the market also traded on expectations for the ATLAS platform. However, the unlocking of about 23.63 million ZRO on October 20 could create potential selling pressure.
3. AI computing-power token RENDER rose about 6.3%, while liquid staking token ETHFI gained about 6.1%. ETHFI partnered with Ethena to launch a yield-bearing stablecoin. Meanwhile, longer Ethereum staking queue times boosted expectations for demand for liquid staking.
4. AVAX rose about 3.9%, INJ gained about 4.2%, and TIA climbed about 3.6%. Funds shifted from small-cap AI tokens to RWA, derivatives, and modular blockchains, but a broad altcoin rally has yet to take shape.
5. Small-cap token MINA plunged about 24%. No major project-related negative news emerged at the same time; the decline was mainly driven by profit-taking after its earlier doubling and a technical breakdown. MINA funding rates fell to around -0.14%, indicating increasingly crowded short positions and elevated volatility risk.
6. OKX reportedly completed a funding round at a $25 billion valuation. Circle, Ripple, SC Ventures, Qube, and others reportedly participated. The report did not disclose the amount raised, and OKX has yet to issue an independent announcement.
October 6: 💥💥💥 Market trends BTC fell, while altcoins diverged and were relatively weak. U.S. stocks rose, driven by tech stocks and M&A news, while oil prices fell.
💥💥💥💥💥 Market highlights: 1. Solana ecosystem tokens ORCA rose about 15%, RAY about 5%, and JUP about 4%. ORCA's funding rate was around -0.09%. This move was mainly driven by ecosystem rotation and short covering, with no clear new project-related catalysts.
2. NIGHT, a privacy-themed token, rose about 13%. After pulling back yesterday, it rebounded again as the market continued to trade the “next-generation ZEC” and programmable privacy narratives.
3. FIL, a storage-themed token, rose about 9.5%. Filecoin's six-year token release plan is set to end in mid-October, and the market expects total token issuance to decline significantly, with expectations of tighter supply already building.
4. NEAR rose about 7.6%. Bitwise's spot NEAR ETF saw inflows of about $58.35 million in its first week, bringing renewed interest to ETF and AI payments themes.
5. FLUID, a small-cap DeFi token, rose about 15.6%. The market continued to trade on protocol revenue, on-chain reserves, and buyback expectations. HYPE rose about 5%, ENA about 3.5%, and on-chain trading and stablecoin sectors were relatively strong.
6. Fake wallet risk alert. A user claimed they downloaded a fake wallet from Huawei's official store and lost about 177,000 USDT after their seed phrase was exposed; they were later targeted by a second scam. This is currently an unverified public claim by an individual, with no independent determination. Wallet download links and signatures should be verified through official channels only.
October 5: 💥💥💥 Market trend! BTC is rising, major coins are broadly up, and altcoins are diverging.
💥💥💥💥💥 Market highlights: 1. AI concepts have become active again. AKT is up about 16%, FET is up about 15%, ATH is up about 7.6%, and Virtual is up about 5.5%. No clear unified new hard catalyst has been spotted yet. The main factor seems to be weekend funds rotating from the Metaverse sector to AI computing power and Agent-related concepts.
2. Game sector: BEAM is up about 19%, and AXS is up about 11%. AXS funding rates are around -0.09%. Trading volume on Korean exchanges has a relatively high share, and the short-term move shows clear forced-short-covering characteristics. SAND, which previously surged sharply, is basically flat.
3. Small-cap coin BTW is up about 23%. After the Binance Wallet Booster Season 5 campaign ended, it continues to attract speculative inflows. However, the project just completed an unlock of about 102 million tokens on October 2, so supply pressure still needs monitoring.
4. Cardano ecosystem: ADA is up about 5.8%. RealFi has launched on the mainnet, and expectations for the Dijkstra testnet and Node upgrade are starting to build. Previously, the leading project Night fell about 7.5%, with funds flowing back from privacy sidechains into the ADA main token.
5. DeFi: SKY is up about 5.4%. Galaxy has allocated $100 million to sUSDS, and the protocol revenue and buyback logic continue to gain momentum. AAVE is down about 2.1%, and MORPHO is down about 0.9%. Divergence is appearing within DeFi.
October 4: 💥💥💥💥💥 Institutions call for “killing” the September Non-Farm Payrolls and pushing up October rate-hike expectations! “New US Federal Reserve Communications Agency”: the jobs report has not changed the Fed’s stance; September CPI is more important!
$STRK is the native token of Ethereum’s ZK layer-2 network Starknet, used to pay for network fees, secure staking, and community governance. Its standout expansion story is a zero-knowledge proof scaling solution. This round of explosive gains is mainly driven by a resurgence of heat in the ZK track, continued network upgrades advancing decentralization, and a combined narrative around Bitcoin’s ZK integration that sparked renewed attention and capital inflows. On-chain activity has increased, market capital has poured into the L2 sector, and token valuations have risen.
$AKE is the native token of Akedo, the BNB Chain AI gaming creation platform. It is used to pay for AI-generated game expenses, distribute staking rewards, and for ecosystem governance. It also serves as the paired asset for the platform’s new game tokens. The core reason behind this round’s explosive rally is the breakthrough of the AI + on-chain game narrative: productized game generation with multiple agents happens quickly, alongside strong endorsement from top capital. Community hype has surged rapidly, and market capital has flowed into the AI UGC track.
$PUMP is the native token of Pump.fun, a Solana-based meme coin issuance platform. It can be used for fee discounts, staking, and ecosystem governance. The platform’s main pitch is one-click coin creation and it’s a key hub for Solana ecosystem traffic. The main driver behind this round’s explosive rally is that the platform’s revenue continues to buy back and burn tokens, creating deflationary expectations. As the meme sector warms up, platform trading volume and user counts surge, and capital flows into the Solana ecosystem.
Non-Farm payrolls came in unexpectedly weak—does this mean stocks, gold, and Bitcoin can all start surging freely? After the Non-Farm data was released, market expectations for a Fed rate hike in October cooled. In September, the number of new jobs added was only 29,000, the unemployment rate rose to 4.2%, and the hourly wage growth was only 0.1% month over month.
In the short term, the market may get a brief wave of relief—but whether prices can keep rising depends on whether employment is merely easing moderately, or whether it has started to weigh on the economy.
BTC came back to around $84.8k this morning, but I actually don’t want to chase this rebound. The most comfortable setup in the past few days was when the price stayed around $83k and OI gradually fell from 109k to 92k; now the price is back near $85k, and OI has also swelled again to about 96.9k, which suggests leveraged longs are starting to run ahead again.
So today’s first thing is still to watch the $85.5k–$86k area. Only if it truly holds there, and if OI can be kept around 97k–98k, then it counts as a decent-quality breakout. If OI directly breaks above 100k when it pushes through $86k, I will still not chase. Below, the $82k–$83k range remains the first retest zone, and $80.8k–$81.8k is the second tier. A daily close back below $79k is what defines this cycle’s structure as truly failing.
Now there’s one variable in BTC that must be added back into the model: the ETF. The previous streak of institutional buying for 9 consecutive days has ended. If the next issues are only single-day outflows, it’s not a big deal. But if we start seeing large consecutive net outflows, and 10Y breaks back above 5.34%, then that’s when we need to actively reduce risk exposure.
October 2: Today’s Important Information: 💥💥💥💥💥The biggest native crypto event today is the NEAR Intents security incident. Initial losses are about $3.8 million. The vulnerability lies in the interaction layer between the Omni deposit/withdrawal infrastructure and the NEAR Intents contract. The team has already fixed it and committed to full compensation, so this isn’t the NEAR L1 consensus layer being breached. But the problem is precisely that Intents is one of the core revaluation logics in this cycle—so the impact can’t be judged just by whether the “$3.8 million” can be paid back. At least wait until the service is fully restored, the restricted network is back up, there have been no secondary incidents for 72 hours, and trading volume has returned before considering bottom-fishing.
💥💥💥💥AAVE is already back around $171 this morning. After the buy zone of $155–$160 gave opportunities yesterday, today we’re not chasing. More importantly, OI is also back up to about 475,000 coins, suggesting that capital is crowding in again. The fundamentals are still DeFi’s first-tier, but now it’s a situation where the “buy-the-dip” point has already been given—you’re not getting excited chasing after a rebound at $171.
💥💥💥LINK was around $14.38 this morning, and it’s still in a fairly comfortable position. OI is about 9.9 million coins, clearly below the highs above 10.6 million from the past few days. Funding is also not high. $14.1–$14.5 remains the first tier, and $13.4–$13.8 is the second tier. The lines for institutional finance, RWA, and cross-chain interoperability haven’t changed—but today, most importantly, both price and leverage have already come down from their peak levels. 💥💥💥💥💥Ethereum is still waiting for its biggest bullish signal. In 2017: ISM breaks out at 56, then ETH rises from $10 to $1,400. From 2020 to 2021: ISM breaks out at 56, then ETH rises from $88 to $4,800. Today, ISM is 54.5—slightly below the expected 54.8 and the prior 54.6. Waiting for the breakout!
Oct 1: 💥💥💥💥💥In the second half of 2026, Standard Chartered Bank has successively released multiple crypto token rating reports, covering 7 projects including UNI, AAVE, and LINK. Most tokens saw solid gains after the research reports were issued.
Among them, UNI performed the best: after its first coverage in June, it rose by about 254%. AAVE and LINK also delivered double or nearly double returns.
The core logic of this research report centers on three main themes: growth in DeFi protocol revenues, the tokenization of real-world assets (RWA), and stablecoin and token buyback value capture. The bank believes that putting traditional financial assets on-chain will expand the size of the DeFi market, drive increases in protocol revenues, and revalue token value through buybacks.