哇 胖子-币圈老韭菜的分享

$SUI Among the mainstream public chains, today it’s the most capable—up 5.65% in a single day, while other big coins are still stuck in place.

The contract whales have 69.8% of their positions pushing long—money really is flowing in. It just depends on whether this long position can hold.

Forget the short term. Go long directly—if it breaks below 1.2452, flip it the other way! $SUI

$SUI

$AXS The old coin from that chain game is climbing again today.

The contract open positions are up 41% in a single day, and the funding rate is still negative—shorts are paying longs.

With the funding rate negative and the price moving up, we’re slightly biased to the long side. If it holds above 1.36, then we follow; if it breaks below 1.3, we step back.

$AXS

$SOL Among the mainstream public chains, that big senior has recently been looking steady, and the longs beneath are already quietly lining up.

On the contract side, the long accounts make up 62.8%, which is quite a bit more than shorts; daily open interest only increased by 1.9%, but people have crowded in a lot.

With the current price at 121.8 holding firm, look for a long setup in the same direction; if it drops, pause first.

$SOL

$ZEC Privacy coin leader hasn’t been doing much lately, but over the past 30 days it has quietly gained 31.72%.

A candidate version for the Zcash network upgrade has just been released for public testing, adding more fuel to the privacy narrative.

With the current price around 1330, hold the line and look long—if it breaks, exit first rather than getting in halfway up the mountain.

$ZEC

$NEAR There is an on-chain address that, with it and INJ, made $17 million.

The long positions that were built earlier have only recently been moved, and not all of the incoming capital is short-term.

57% of on-chain accounts are going long; the crowd is more bullish. As long as it holds above 4.87, my main bias is mildly bullish—if it drops, I’ll get out first.

$NEAR

$HYPE On-chain perpetual platform cumulative number of trades just broke 200 million.

Of that, 1.04 million were liquidations. The hotter the trading, the more liquidations follow.

The platform is getting bigger and bigger, and the coin price is still holding above 90—no loosening as it goes up.

On this side, I’m biased long. If it holds the integer level, I’ll continue; if it breaks down, I’ll retreat first—I won’t chase the highs.

$HYPE

$ETH Ethereum this half day again climbed back to 2700; the spot buy side has been increasing in volume, and it just broke through not long ago.

The long/short accounts ratio is 2.76. 73% of retail accounts are positioned on the long side—crowded pretty heavily.

With it stacked so full, this handsome fat guy won’t chase the price. If it falls back below the breakout level, I’ll look for shorts first; once it holds, then we’ll look for longs.

$ETH

$XRP Ripple over here just took a new move. Together with the public chain foundation, they launched an Asia-Pacific project to expand XRP’s development and usage across the Asia-Pacific region.

Current price is 1.49, long/short ratio is 2.35, and retail investors are clearly clustered on the long side.

If 1.45 holds, ride it up; if it breaks, withdraw first—don’t chase the price.

$XRP

$ZEC Gray-scale that Zcash spot ETF—flipped the direction.

The US’s first Zcash spot ETF saw a net outflow of $93.56 million in a single week; redemptions have started piling up as sell pressure.

ZEC is trading at 1331. Direction-wise, we’re bearish—if rebounds lack strength, then ride it down; if it breaks below 1280, follow along.

$ZEC

$HYPE the largest perpetual contract platform on-chain, has started using its reserve income to repurchase its own tokens.

The first tranche of $14.58 million has already arrived, and all of it is being used to buy HYPE.

HYPE is currently priced at 89.8. The real, undeniable buy orders are right there—if the pullback to 85 doesn’t break, then we’re looking for upside.

$HYPE

$DOGE meme board segment today is basically nobody watching—everyone’s money has gone to other tracks.

DOGE current price is 0.0931, and the contract funding rate is still positive—bulls have been paying shorts.

Don’t rush to get into this structure. If it breaks below 0.09, then look one tier lower.

$DOGE

$PEPE This coin's ETF application has taken another step forward.

Some firms have revised the application documents for the PEPE spot ETF, bringing it closer to approval.

These kinds of updates have always been closely watched by capital; if it truly gets approved, the participants won’t be only retail investors.

Around the current price of 0.0000043, the bias is somewhat bullish. If the pullback doesn’t break it, there may be an opportunity—if it breaks below 0.000004, then step aside for now.

$PEPE

$AAVE The top governance agreements for on-chain lending have seen activity today, and the governing entity is preparing to move to the Cayman Islands.

Aave wants to put the agreements into a foundation; from now on, whoever makes the decision will have to be seated again.

Current price is around 179; the daily chart hasn’t dropped by 2%, and the market doesn’t look panicked.

This kind of governance-level change won’t smash a deep pit in the short term—watch for continuation after a pullback below 175.

$AAVE

The trading of tokenized stocks with $UNI is basically all crammed after the U.S. stock market closes.

According to Kaiko data, in September, 71% of tokenized stock trades on a leading on-chain platform took place outside regular U.S. market hours.

Real money is picking non-trading hours to move assets around, and the demand in this space no longer lines up with the time slots of traditional stock markets.

The bias is bullish; if pullbacks don’t break below 9, there’s still a chance.

$UNI

$ONDO BlackRock has reached into the on-chain portfolio mix—this time targeting tokenization.

It has packaged and delivered an entire investment strategy token for Ondo—high yield, diversified growth, high growth—directly on-chain.

Current price is 0.488, down 4.5%. The news that institutions are stepping in has gone in the opposite direction from the price.

The bias is slightly bullish: if it pulls back to 0.47 and doesn’t break, then we can talk about entering again.

$ONDO

$ARB Arbitrum paused in the middle of the night—aimed at the new contract.

The official paused the activation of newly deployed Stylus contracts on Arbitrum One and Nova, citing the risk of AI-assisted attacks.

Apps that are already activated continue running as normal, and standard deployments aren’t affected. The official says they haven’t found any funds being stolen.

The outlook is leaning bearish—don’t catch a bounce. Only if it holds above 0.205 can we talk about a fix; if it breaks below 0.19, call it a day.

$ARB

$TRX TRON DeFi summer event starts tomorrow, with the prize pool put on the table first.

Total prize pool: $2 million, with the TRX pool taking up the lion’s share.

Bias is bullish: if 0.33 holds, look for continuation; if 0.32 breaks, pull back.

$TRX

The stolen funds of $NEAR have been fully returned, and the project team has announced that the investigation has been halted.

NEAR's cross-chain intent protocol, Intents, handled this fairly cleanly this time, but the market didn't hold up. The current price is 4.68, and it's still trending lower intraday.

The bias is bearish. Don't chase if it rebounds to 4.9; only consider lower levels if it breaks below 4.55.

$NEAR

$WLD AI proxies are getting more and more common, and websites are starting to ask this question: is it really humans behind it, or machines?

World ID is made for exactly that—recently, platforms like Okta and Vercel have been integrating it one after another.

Current price: 0.6033. The bias is slightly bullish. If it holds above 0.60, look for continuation; if it breaks below 0.57, stop.

$HYPE US stocks may need to move toward around-the-clock trading, and the traffic advantage of on-chain contract platforms could be diluted.

HYPE is currently 88.01 and has recently been weakening along with the broader market.

Bias is bearish: 88 is the resistance level. If it cannot reclaim it, then we’ll continue to look for weakness.

$HYPE