老腊肉-kevin

Getting cashback is too hard
And there’s also the evaluation period
In a few days, an AI trading monitor tool will be released
No matter the US stocks, major coins, or even altcoins’ unusual moves
It can promptly provide long/short signals and trading suggestions, the direction
Later, we’ll post a link—remember to register and use it
With it, you’ll never have to trade crypto or stocks without help

Binance Wb3 Wallet Benefits

Brothers, let me tell you a great way to save 30% on trading fees (operate as shown in the picture)

In the Binance app, go to the home page. At the top, you’ll see two options: Trading Platform and Wallet.

Step 1: Select Wallet to switch to the wallet;
Step 2: Select Invite Friends;
Step 3: Enter the invitation code: KEVIN1688 (copy it to the position shown in the picture);
Step 4: Claim the reward below.

Especially for brothers who like to farm on-chain low-cap “scam/dog” coins and do high-frequency trading—remember to bind the invitation code: KEVIN1688 to get a 30% reward. If you trade less, you can receive 5U or 10U; if you trade more, you can receive dozens of U, or even 100U.
点击钱包，赶紧去绑定邀请码：KEVIN1688 ，领取奖励吧！

$SI is comparable to the big dog si on the Sol chain. Sigma Whale is a re-creation of DeepSeek; the storytelling and perspective are both excellent. Let’s see if it can really take off.
CA：
0xcaf0dd9889521c8415786408f9f8988bb22a7777

Tonight at 8:30! This NFP “bomb” — does it blow up expectations for a rate hike, or the market trend?
Brothers, tonight at 8:30, the September NFP will be released.
Expectations: +90,000 jobs added, unemployment rate at 4.1%. But the key isn’t the number itself—it's whether the Fed will still dare to hike in October after this data comes out.
Last week, the Fed just raised rates by 25 bps, and the dot plot hinted there could be one more hike later in the year. But lately, market expectations have started to loosen: the probability of a hike in October has slipped from around 70% previously to around 50%.
Why? Because although ADP—the so-called “mini-NFP”—was pretty strong, JOLTS job openings dropped sharply. Low hiring, low layoffs—this combo, in plain terms, means companies are watching and waiting. They don’t dare to cut jobs, and they don’t dare to hire either.
So tonight there are basically two scenarios:
Data stronger than expected → rate-hike expectations heat up again. U.S. Treasury yields push higher, which is a short-term pressure on crypto. But once the “bad news” fully passes through, the market may actually breathe easier—bad news priced in.
Data weaker than expected → the expected pace of a October hike keeps cooling, and risk assets directly take off. Crypto is the most sensitive to liquidity—the first reaction will be there.
Right now, BTC is hovering around 86,000, and ETH is around 2,750. Before 8:30 tonight, it’s likely to trade in a tight range—everyone’s waiting for the cue.

Oil prices got you confused? Don’t rush to buy the dip—first figure out who’s selling off
Last night’s oil price drop was pretty decisive—WTI fell to around 89, and Brent also broke past 103.
In short, it boils down to three things coming together:
First, the U.S. is releasing oil. The Energy Department says it will “swap” to release 40 million barrels of strategic reserves, with the bidding deadline on October 6. How much actually gets out is unclear, but the market believed it first—supply worries immediately eased.
Second, the Saudi pipeline is back online. The east-west crude pipeline has resumed about half of its capacity, roughly 3.5 million barrels per day, rerouting exports that previously went through the Strait of Hormuz back into operation. Middle East export volumes have also returned to 12.8 million barrels per day, the highest level since the conflict began.
Third, there are early signs of easing between the U.S. and Iran. Iran is discussing conditions for reopening the strait with Qatar and the mediators, while diplomatic channels are still being pursued.
But honestly, this sell-off is more about an unwind of emotion-driven premiums rather than a real collapse in supply and demand.

Nike shares fall more than 8% in premarket trading in the U.S.; the company forecasts full-year revenue decline; Q1 sales for fiscal year 2027 miss expectations

#比特币升至8.5万美元附近 Bitcoin has fallen to 85K—can it hold this time?
To be honest, this level is a bit interesting.
On-chain data is sending conflicting signals. One side: the cost basis line for short-term holders has been pushed up to $73,700, and the market price premium has narrowed to about 14%. The profits of those who chased the rally are being eaten up little by little. The other side: in the past ten days, large whales have accumulated more than 40,000 BTC, holding roughly 68% of the total supply. Retail is watching from the sidelines, while big players are stepping in—this structure isn’t bad.
The “smart money” has a signal too: the amount of stablecoins that whales transfer to exchanges has risen from $21.7 billion in a month to $30.5 billion, up 40%. Money is waiting at the door, but it hasn’t fully entered yet.
Looking at alternative data, the Fear & Greed Index is 72—greed, but not extreme. The funding rate is around 0.007%, so leverage hasn’t gone crazy.
Technically, BTC is trading around $86,100, up nearly 3% over the past 24 hours. The 90K level above is a psychological barrier. Below, the short-term holders’ cost basis at $73,700 is a hard support.
My take: holding above 85,000 is a strong signal. A push toward 90,000 is possible, but the condition is that ETF inflows don’t break off. $BTC $ETH

Big U.S. stock earnings season arrives in October—save this schedule!
Starting with Johnson & Johnson and JPMorgan Chase on October 13, and ending with Apple, Amazon, and Tesla as the month draws to a close, tech giants and financial heavyweights take turns on stage.

Pay special attention to the performance of TSMC, Netflix, Intel, and the “Magnificent Seven” of U.S. stocks—this will be a key barometer for determining the market’s direction in the fourth quarter.

#以太坊三季度涨70.9% Ethereum quietly rose 70% this quarter—smart money was already moving
ETH’s Q3 return was 70.8%, the most intense quarter since 2016.
On-chain data doesn’t lie. In the past week, BTC whales cut nearly 30,000 coins, while ETH whales added 60,000. Since early September, there’s an address that bought from an average price of $2,671 and accumulated 12,134 ETH—worth over $30 million—then directly deposited it into Aave to earn interest. This isn’t something retail investors would do.
Last night, the U.S. stock market’s crypto sector rallied across the board—MSTR and BMNR were both up. Citi raised its BTC target price from 82,000 to 113,000, and ETH was adjusted upward as well.
As soon as BTC pushed above 84,800, ETH hovered around 2,710. The Fear & Greed Index is 71—within the greed range, but not at extremes. $ETH $BTC

$US Beijing time at 2 PM goes to South Korea's second-largest institute
Short term got blasted and surged 60%

$Peppa Pig’s Little Piggy Dragon is charging all the way to 3M
The Little Piggy Dragon will infringe; Peppa Pig won’t—go for Peppa Pig!
CA：0xa9d53e5b632034a776c952e7ec3c0d12af677777

$Peppa Pig Peppa and the whole family set sail for the National Day release window. On opening day, the box office topped 10 million, currently ranking in the top three!
The first 3D feature-length animation movie combines Chinese elements such as the Great Wall, high-speed trains, and making dumplings—making parent-child moviegoing demand soar right to the max.
The real-world IP is currently heating up on the chain; while the buzz hasn’t fully gone mainstream yet, the narrative consensus is only just beginning.
This holiday season’s emotions plus cultural resonance—if you get it, hop on now; don’t wait until the holiday ends and then regret it! 🚀
CA：0xa9d53e5b632034a776c952e7ec3c0d12af677777

#美光业绩超预期并上调指引 US stock premarket: Micron beats expectations, semiconductors collectively go wild, but oil prices are stirring trouble
First, two sets of numbers to look at premarket:
Micron’s Q4 revenue was $54.2B vs. $51.5B expected; EPS was 33.42 vs. 31.61 expected—an overwhelming beat. Q1 guidance is $61.5B, which is $4.5B above market expectations. The management’s exact words: “I don’t see when supply and demand will balance.”

Semiconductors immediately exploded premarket. SOXL jumped more than 9% in the overnight session, ARM up 4%, AMD and Intel up more than 3%, and Nvidia, SK Hynix, and SanDisk up more than 1%.
But tonight you need to watch one variable: oil prices.

Brent has regained the $100 level, and WTI is around 89. What does that mean? Inflation expectations can’t come down, so long-end yields won’t be contained. The 10-year U.S. Treasury is already near 5.33%, and the 30-year has reached about 5.67%—both at levels not seen since around 2007 and 2002.

The semiconductor “offense” thesis is solid: Micron is using its results to prove that AI hardware capex hasn’t stopped. But if oil prices keep surging, the high-interest-rate blade will eventually cut into overvalued sectors.

Money is betting on AI, but macro conditions are dragging its feet. Today, watch whether semiconductors can withstand the pressure from oil prices and interest rates.$MUU $SOXL $CL

$龙虾 lobster is pulling the tray again
Zhuang has made a fortune

#美国8月核心pce降至3% US stocks pre-market roundup: Storage chip stocks broadly rise; SanDisk, SK Hynix, Western Digital, and Seagate all gain more than 1%

Major tech stocks show mixed performance in the pre-market. Nvidia rises 0.82%, Apple falls 0.07%, Microsoft drops 0.13%, Google gains 2.26%, Amazon rises 0.28%, Meta falls 0.06%, and Tesla rises 0.42%.

Storage chip stocks are broadly higher in the pre-market. Micron rises 0.62%, SanDisk climbs 1.84%, SK Hynix gains 1.53%, Western Digital increases 1.61%, and Seagate Technology adds 1.37%.

Optical communications stocks are broadly up pre-market. Lumentum rises 1.72%, Corning gains 1.46%, Coherent increases 1.50%, Applied Optoelectronics climbs 1.49%, Ciena rises 1.20%, Broadcom gains 1.13%, and MKS/Wireless? (Mayer?), Mirel Technology? rises 1.69%.

WTI crude oil futures rise 1.84% to $92.08 per barrel; Brent crude oil futures increase 1.47% to $99.47 per barrel.

Spot gold in London rises 0.18% to $4,163.62 per ounce; spot silver in London rises 0.39% to $60.631 per ounce.

US media: Negotiations hit a deadlock; Rubio demands Iran’s delegation leave the US immediately
According to a Sept. 30 report by the US news site Axios, on Sept. 28 U.S. Secretary of State Rubio asked a delegation led by Iran’s foreign minister to leave the United States immediately after the two sides’ negotiations reached a deadlock.$CL $SOXL $MUU

#美光业绩超预期并上调指引 Micron’s performance—has AI trading come back for another round?
First the conclusion: it’s not just above expectations, it’s crushingly above expectations.
Q4 revenue was $54.2B versus the market’s $51.5B—$2.7B higher. Adjusted EPS was $33.42 versus the expected $31.61, also above. The most impressive part is the data center business: up from $1.58B in the same period last year to $18B, a 11x jump.
There were plenty of highlights on the earnings call. CEO Sanjay Mehrotra’s exact words: “AI is becoming super-intelligent; memory-enhanced like this is the intelligence.” Put simply: the more intense AI gets, the more memory is in short supply—and Micron profits.
More tangible still, management said supply and demand in 2027 and 2028 will be tighter than in 2026. Right now, they “don’t see when it could rebalance.” They’ve already signed 26 strategic customer agreements, locking in that by 2030 the company will get more than 35% of revenue from these deals.
So has the money returned to AI trading? After-hours price action was a bit complicated. It rose and then slipped, because next quarter’s gross margin guidance is 86.25%, slightly lower than this quarter’s 87%, mainly due to higher employee bonuses.
But the bottom line is: revenue and guidance both beat hard, and gross margin fluctuations are just a detour. On Wall Street, there’s already commentary saying they “see no negative signals that the cycle is about to turn.”
This AI story isn’t over yet. $MU $SOXL $DRAM

#比特币升破85200美元 Bitcoin’s rollercoaster ride—purely, it’s “smart money” distributing supply
With the PCE out: core came in at 3.0%, lower than expected. Bitcoin immediately shot up to 85,000. But as soon as the U.S. stock market opened, it dumped.
Where’s the tell? On-chain data exposed it early. Unrealized profits for short-term holders surged to 33%, the highest since the end of 2024. On September 22 alone, they cashed out profits on 25,700 BTC—just one day.
The ETF side does show continued inflows—net buying for 9 straight days totaling 3.1 billion—but those are long-term institutional allocations, not for chasing short-term moves.
Liquidation data is even more straightforward: $261 million liquidated in 24 hours, with $134 million in shorts. After the bears were blown up by the PCE pop, the longs immediately started running.
The “smart money” move is very clear: once the good news is out, it’s time to leave. Spot demand has been negative for the past 30 days. Meanwhile, futures speculation collapsed from 164,000 BTC down to 16,000. $BTC $ETH $SOL #比特币跌破8.4万美元 #美国8月核心PCE降至3%

PCE data below expectations; BTC and ETH surge wildly

US stock index futures jump in the short term. Nasdaq 100 futures rose 0.48% intraday, S&P 500 index futures rose 0.50%, and Dow Jones futures rose 0.49%. $ETH $BTC $SOXL #美国8月核心PCE降至3%

#比特币跌破8.4万美元 Bitcoin is stuck at 84,000—will tonight’s PCE squeeze the market or trigger a sell-off?
The current price is hovering around 83,000. There’s a “wall” at 84,000–85,000 packed with supply from long-term holders and sell orders. It tried twice to break through but couldn’t.
There’s an on-chain divergence signal: the Fear & Greed Index has surged to 74—greed is high—but BTC’s market share has fallen to 53.8%. Money is flowing out rather than rushing in.
The ETF inflows last week were indeed strong—$2.39 billion in a week—but as time goes on, the appetite gets weaker: on Friday it was down to just $130 million. “Smart money” is long with a positioning ratio of 1.47, while retail is 1.39. Everyone is betting on direction, but no one dares to make the first move.
Core PCE is expected to be 0.3%. If tonight it actually comes in at 0.3% or higher, long-end yields could spike again. Once 82,500 breaks, the next region is the max pain zone of around the mid-60,000s.$BTC $ETH $SOL

The U.S. says it is ending its “inherent resolve” operation in Iraq

But the Pentagon has a quick follow-up: it will still train Iraqis and keep providing intelligence. In plain words—troops may be coming out, but their watchful eyes are not.

Don’t jump to the conclusion that U.S.-Iran talks have taken hold. This looks more like the U.S. changing to a cheaper strategy: it won’t occupy territory, but it can still keep an eye on you.

Iran and the militias think they’ve won, Iraq celebrates sovereignty, but ISIS is still around—who will fill the security vacuum?

The chess game in the Middle East isn’t over; it’s just a change in tactics. $CL $XAU $BTC