区块链冷眼

In this Bitcoin downturn, what really matters isn’t how far the price has fallen, but who is selling—and who has started buying.

On October 7, U.S. spot Bitcoin ETFs saw net outflows of about $487 million.

On October 8, they continued to see net outflows of about $244 million.

By October 9, flows finally turned positive, but net inflows were only about $21.1 million.

What does this tell us?

Selling pressure from institutional investors may have eased somewhat, but one day of modest inflows isn’t enough to prove that the market has reversed.

Meanwhile, the U.S. 10-year Treasury yield remains elevated, above 5%, and the macro environment is far from easy.

Here are the three levels I’ll be watching:

$80,000: An important psychological level. Watch to see whether it can provide solid support.

$83,000: A level Bitcoin needs to reclaim in the short term.

$85,000–$87,000: The resistance zone overhead.

If Bitcoin regains and holds above $83,000, while ETFs return to sustained net inflows, the market structure may gradually improve.

But if the rebound lacks spot trading volume while leverage in futures keeps rising, we should be alert to another wave of liquidations.

The most important thing right now isn’t guessing where the bottom is, but watching to see whether real buying demand has returned.

Do you think this is a normal correction for Bitcoin, or the start of a larger downturn?
#以太坊突破2500USDT

I've handed all my daily life and work over to AI now.

I have long, in-depth conversations with AI about everything.

In the end, I make the final decision.

Cryptocurrency has just become suitable for AI robots to use for payments.

The ultimate form of AI is about to be born.

Directly install a person's own brain into a physical robot.

Achieving immortality isn't impossible.

As for lean-muscular blond guys, they've mastered it long ago.

Sunology still has yet to be put into practice.

Survival and reproduction have always been what humanity strives for.

There's just one thing left: we need to become six-transforming warriors.
#AI #比特幣鯨魚

Something has gone wrong with Ledger hardware wallets: crypto assets worth more than $86 million may have been stolen.

The scariest part isn’t losing money. It’s thinking your coins are absolutely safe just because they’re stored in a cold wallet.

Ledger is currently investigating. The issue involves Southeast Asian reseller CryptoBilis, but the exact cause has not yet been determined.

This incident is also a reminder to everyone holding a lot of BTC:

A cold wallet does not mean absolute safety.

If you hold a significant amount of BTC, I recommend taking these precautions seriously.

1. Buy hardware wallets through official channels whenever possible. Don’t choose a device from an unknown source just because it’s cheaper.

2. Generate your recovery phrase yourself on a trusted device. If a wallet comes with a recovery phrase already included, never use it.

3. Never photograph or screenshot your recovery phrase, upload it to cloud storage, or enter it on any website. Whoever gets your recovery phrase may be able to take your coins.

4. Store large amounts of BTC in a dedicated wallet for the long term. Don’t connect it to all kinds of websites every day or sign transactions you don’t understand.

5. When making a transfer, always check the address and amount on your hardware wallet’s screen. Don’t trust only what your computer displays.

And one more thing that’s especially important:

If you suspect your wallet or recovery phrase has been compromised, changing your password won’t help. Neither will factory-resetting the device and continuing to use the old recovery phrase.

Generate a brand-new recovery phrase on a trusted, new device, and transfer your remaining assets to it as soon as possible.

In response to this incident, Ledger has also advised users who recently bought devices from the reseller involved to take precautions.

Every day, we think about how to increase our BTC holdings.

But sometimes, protecting the BTC you’ve already earned matters more than earning even more.

The cruelest thing in crypto isn’t missing out on a bull run.

It’s watching all the coins you worked hard to accumulate for five years disappear overnight.

Where do you keep your BTC now?

On an exchange, with Ledger, or in another cold wallet?
#Ledger暂停CryptoBilis销售

Justin Drake suddenly reminded the entire crypto industry:

It’s time to start thinking about “bunker mode.”

The reason isn’t a bear market or regulation.

He’s worried that AI is advancing so quickly that it could eventually find a shortcut to breaking the cryptography used by today’s wallets.

Vitalik joined the discussion, too.

The most interesting part:

Retail investors spend every day wondering whether Bitcoin will go up or down tomorrow.

Meanwhile, the people building the foundations are already asking:

Will your wallet still be secure a few years from now?

That’s why I increasingly feel that price is just the surface.

If Bitcoin falls from $80,000 to $60,000, I can still buy.

But if the underlying security really is compromised, the impact would be felt across the entire industry.

Short-term traders watch the charts.

Long-term thinkers ask whether this system can survive for another 10 years. CoinDesk

Not everyone in the crypto world can be like CZ—financial freedom, a complete family, and a large fortune that needs to be inherited. He had 4 children (as far as is known).

“Bao Er Ye” is also financially free. As for those with assets who are action-takers, they just have 11 children—and still want to keep having more.

These people all have the mindset of the Chinese: in the past, emperors’ palaces and noble families all had to have many children. Even now, that hasn’t changed. Take the gambling king, or the founder of Wahaha—no matter what their children turn out like, they’re all inheritors of seemingly endless wealth. They just need to be born, and they’ll compete among themselves.

Wealth is passed down through having babies.

If you don’t even have a few coins in your pocket, survival is already a problem. You should study how to have kids—produce a whole bunch. But you can’t even get full on meals. It’s like someone with their forehead jammed into a bowl of excrement. First, work and grind to get the money up—then have children.

So that their family line can be passed down, and to ensure that thousands of years from now, outstanding genes are still carried forward.

What to do next

Accumulate enough Bitcoin for what you need.

As for how to accumulate Bitcoin, I’ll explain in the next episode.

#比特币 #CZ #宝二爷 #比特币

Bitcoin has fallen to around $83,000, and this pullback may not be so simple.

On October 7, U.S. spot Bitcoin ETFs saw net outflows of about $485 million, after net inflows of $119 million the day before.

Meanwhile, Treasury yields remain high, the dollar is strengthening, and Bitcoin has repeatedly failed to break through $87,000.

I’m focused on three key levels now:

Around $82,000: Can it form solid short-term support?

Around $85,000: Can a rebound regain its footing?

Around $87,000: Can it truly break through the previous resistance?

I think the most important thing now isn’t trying to call the bottom, but watching whether ETF flows turn positive again and whether leverage has been sufficiently flushed out.

If spot buying doesn’t return, a rally driven solely by futures trading will have a hard time holding steady.

Do you think this is a normal correction for Bitcoin, or the start of another downturn?
#以太坊现货ETF单日净流出1.61亿美元

Bitcoin is back near $83,000.

A lot of people are focused only on the charts, while overlooking what’s really happened over the past couple of days.

The U.S. Dollar Index is now near 102, close to an 18-month high.

The 10-year U.S. Treasury yield briefly topped 5.3%.

Brent crude has broken above $101 again.

The Fed’s latest meeting minutes still show concerns about inflation.

Put these figures together, and you’ll understand why Bitcoin has been struggling lately.

Rising oil prices could add to inflationary pressure.

If inflation remains stubborn, it will be harder for the Fed to ease monetary policy.

As Treasury yields rise, the opportunity cost of holding risk assets also increases.

Of course, this doesn’t mean Bitcoin will definitely fall when the dollar rises.

It tells us this:

You can’t trade by looking at Bitcoin alone.

Right now, I mainly watch three things every day:

Is the U.S. Dollar Index continuing to strengthen?

Are 10-year Treasury yields pulling back?

Are spot ETF funds continuing to flow in?

Improvement in all three signals matters more than simply seeing a single green candle.

I don’t predict whether Bitcoin will head up or down tomorrow.

I just study when it’s worth taking on risk and when I should protect my capital.

After all, my ultimate goal isn’t to earn more dollars.

It’s to have more and more BTC.

See you on the livestream—don’t miss it! #比特币

Next, we'll be livestreaming on Binance Square. Feel free to follow #比特币 .

BTC has fallen to around $76,000.

But what I’m most focused on today isn’t actually BTC.

Brent crude oil is nearing $109.
The U.S. 10-year Treasury yield is approaching 5%.
The probability that the Fed will raise rates by 25 basis points next week has already risen to over 70%.

Tonight, there’s also CPI.

This may be one of the toughest macro combinations for BTC this year so far.

Many people are asking me now:

Is $76,000 the bottom?
Can we still buy the dip?
Will it keep falling?

My answer is still the same:

I don’t know.

But I know what I should do.

If the CPI stays hot and BTC gets hit again, I must still have cash.
If the CPI comes in below expectations and the market abruptly reverses, I must still have BTC.
If the market keeps churning around the mid-$70,000s, I will keep looking for Alpha that can increase my BTC holdings.

Lately, I’m caring less about the idea of “perfectly catching the bottom.”

Because what truly makes my wealth grow won’t be buying at the exact lowest point in some miracle moment.

It’s what happens after 10 or 20 rounds of panic:

When others get liquidated off leverage, others run out of cash, and others are too afraid to buy,

I’m still at the table.

And my BTC holdings are more than in the previous cycle.

Calling the bottom is about attention.
Surviving the cycle is what produces profit.
#比特币金叉确认

A lot of folks are asking:

Why am I only stacking BTC right now?

Because at the start of a bull run, the biggest alpha is:

Holding BTC.

Once BTC stops pumping,

the funds will naturally flow into exchange tokens.

Remember:

First, make your gains in BTC.

Then, rake in the profits from exchange tokens.

Don’t rush into the casino right off the bat.
#沃什首次FOMC维持利率

What assets will be the premium picks in the next bull run?

Crypto bottoming positions:

BTC: $40,000-$50,000
SOL: $50-$70
HYPE: $30-$45
BNB: $400-$550
BGB: $1.8-$2

US Stocks:
NVDA: $210
CRCL: $70
MU: $800
NOK: $15
sadk: $1,600
DRAM: $60

When you see it, go all in, and hold for a few years to achieve financial freedom.
#BTC #USStocks

What to watch out for now (in this 2026 cycle)
If you recently noticed:
BNB
OKB
BGB
HTX ecosystem tokens
clearly outperforming BTC
You need to keep an eye on a few indicators:
Scenario 1
BTC is sideways
Exchange tokens are rising
Volume isn’t increasing
This is a red flag.
Explanation:
It's just existing funds flipping the exchange concept.
Scenario 2
BTC hits new highs
Exchange tokens follow suit
Volume explodes
This signals a healthy bull market.
Scenario 3
Exchange tokens are skyrocketing
MEMEs are going wild
BTC is stagnant
This is the phase I’m most wary of.
Historically, near market tops, we see:
Beta rising, Alpha dropping.
Everyone starts chasing the trashiest assets. #平台币

Next up, the most likely happenings in the crypto space.
For instance:
OTC crackdowns
Restrictions on U cards
Tightening of withdrawals

Right now, it’s best to cash out some USDT, convert it to RMB, and set aside living expenses for the next year and a half, or else you might end up making hasty moves in a panic. #Bitcoin #Crypto #Macaron ##以太坊质押比率创历史新高

Bitcoin keeps squeezing, breaking 77000 USD to short.

Bitcoin would have dropped by now if it were going to, staying above 90,000 USD for a long time, currently building up a major move with significant upside, be cautious of risks, a single surge could push it above 100,000 USD #美国非农数据低于预期 #Solana涨势分析