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橙子Joyce
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橙子Joyce

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十年以上美股市场投研策略|WEB3项目投研|BTC.ETH.BNB.SOL|贵金属投资策略黄金.白银.铜|中长期价值投资者|推特X:@Joyce88AI
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#纳指创历史新高 Inflation Pressure Rising in the U.S. 🔝 Fed Chair Collins Warns: Inflation Risks Are Increasing, Policy Must Remain Restrictive In a post dated September 22, Boston Fed President Collins said she supports the Fed’s decision on September 16 to raise rates by 25 basis points and lift the target range to 3.75%–4%. She believes the probability that inflation will remain significantly above the 2% target is rising; U.S. inflation has already exceeded the target by more than five years, and the progress made in cooling has not met expectations. Collins noted that the labor market has recently improved, but energy prices, geopolitical conflicts, and supply-chain disruptions could still add upward pressure on prices. If supply shocks keep inflation above target for the long term, the Fed would need to maintain sufficiently restrictive policy to prevent inflation expectations from rising again. The OECD Raises Global Inflation Forecast, Expects the Fed to Hike Once More This Year The OECD released its latest Economic Outlook, raising its inflation forecasts for the G20 for this year and next year to 4.1% and 3.6%, respectively, from 4.0% and 3.1% previously. Its global economic growth forecast this year was raised from 2.8% to 2.9%, while next year was cut from 3.1% to 3.0%. The OECD expects the Fed to raise rates once more before year-end. The euro area, Australia, and South Korea may further make small additional hikes, while Japan continues to tighten policy. The OECD projects U.S. growth of 2.2% and 2.1% for this year and next year, respectively—both higher than the June forecast. Investment in AI infrastructure offsets part of the impact of weak consumption, while energy costs are expected to restrain next year’s growth. —————————————————————————— The main shock is core CPI—the core consumer price index—excluding volatility in energy prices and food prices. The trend of inflation is the key! $BZ {future}(BZUSDT) $CL {future}(CLUSDT)
#纳指创历史新高
Inflation Pressure Rising in the U.S. 🔝
Fed Chair Collins Warns: Inflation Risks Are Increasing, Policy Must Remain Restrictive
In a post dated September 22, Boston Fed President Collins said she supports the Fed’s decision on September 16 to raise rates by 25 basis points and lift the target range to 3.75%–4%. She believes the probability that inflation will remain significantly above the 2% target is rising; U.S. inflation has already exceeded the target by more than five years, and the progress made in cooling has not met expectations.

Collins noted that the labor market has recently improved, but energy prices, geopolitical conflicts, and supply-chain disruptions could still add upward pressure on prices. If supply shocks keep inflation above target for the long term, the Fed would need to maintain sufficiently restrictive policy to prevent inflation expectations from rising again.

The OECD Raises Global Inflation Forecast, Expects the Fed to Hike Once More This Year
The OECD released its latest Economic Outlook, raising its inflation forecasts for the G20 for this year and next year to 4.1% and 3.6%, respectively, from 4.0% and 3.1% previously. Its global economic growth forecast this year was raised from 2.8% to 2.9%, while next year was cut from 3.1% to 3.0%. The OECD expects the Fed to raise rates once more before year-end. The euro area, Australia, and South Korea may further make small additional hikes, while Japan continues to tighten policy.

The OECD projects U.S. growth of 2.2% and 2.1% for this year and next year, respectively—both higher than the June forecast. Investment in AI infrastructure offsets part of the impact of weak consumption, while energy costs are expected to restrain next year’s growth.

——————————————————————————
The main shock is core CPI—the core consumer price index—excluding volatility in energy prices and food prices. The trend of inflation is the key!
$BZ
$CL
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Tonight, three major negative surprises hit at once, and a major Fed rate-hike development—what’s next? First, Iran’s tough remarks. The latest geopolitical developments remain the focus of market attention. U.S. President Donald Trump said that negotiations with Iran are making progress. Meanwhile, Iranian President Masoud Pezeshkian, speaking at the United Nations General Assembly, said that with Iran still under sanctions restrictions, the country will not allow ships to pass freely through the Strait of Hormuz. The news sent oil prices soaring. Second, hawkish comments from the Federal Reserve. Fed Governor Michael Barr said that in order to control inflation, “we may still need to further adjust monetary policy.” He said: “Economic growth is strong, the labor market is solid, but inflation is still above our 2% goal, and there’s no clear sign that it is coming down toward the target at a fast enough pace. In addition, the risks to achieving the inflation target have increased, while the risks to the labor market have declined.” According to the CME FedWatch tool, after the announcement of the above news, the market’s expectation of a 25-basis-point rate hike by the Fed in October rose to over 60%, up from 55.4% one day earlier, and far higher than 8.8% one month ago. Third, the latest U.S. economic data. Data released by S&P Global on Wednesday showed that the initial estimate of the U.S. September composite purchasing managers’ index (PMI) rose to 58.4, the highest level since July 2021. A PMI above 50 indicates that economic activity is expanding. The pace of job growth also rose to the highest level in more than four years, while business input costs climbed at the fastest rate since 2022. Surveyed firms mainly attributed the increase in costs to higher fuel and transportation expenses, and many companies also noted that wage costs are rising. Paradoxically, this set of data reinforces a risk: even if supply-driven inflation eases, demand-driven inflation could accelerate again. Therefore, it is not surprising that markets have adjusted upward the probability of an October rate hike and the implied terminal level of policy rates for this cycle. After the stronger-than-expected PMI data was released, U.S. Treasury yields jumped again. $BZ {future}(BZUSDT) $CL {future}(CLUSDT)
Tonight, three major negative surprises hit at once, and a major Fed rate-hike development—what’s next?

First, Iran’s tough remarks. The latest geopolitical developments remain the focus of market attention. U.S. President Donald Trump said that negotiations with Iran are making progress. Meanwhile, Iranian President Masoud Pezeshkian, speaking at the United Nations General Assembly, said that with Iran still under sanctions restrictions, the country will not allow ships to pass freely through the Strait of Hormuz. The news sent oil prices soaring.

Second, hawkish comments from the Federal Reserve. Fed Governor Michael Barr said that in order to control inflation, “we may still need to further adjust monetary policy.” He said: “Economic growth is strong, the labor market is solid, but inflation is still above our 2% goal, and there’s no clear sign that it is coming down toward the target at a fast enough pace.

In addition, the risks to achieving the inflation target have increased, while the risks to the labor market have declined.” According to the CME FedWatch tool, after the announcement of the above news, the market’s expectation of a 25-basis-point rate hike by the Fed in October rose to over 60%, up from 55.4% one day earlier, and far higher than 8.8% one month ago.

Third, the latest U.S. economic data. Data released by S&P Global on Wednesday showed that the initial estimate of the U.S. September composite purchasing managers’ index (PMI) rose to 58.4, the highest level since July 2021. A PMI above 50 indicates that economic activity is expanding.

The pace of job growth also rose to the highest level in more than four years, while business input costs climbed at the fastest rate since 2022. Surveyed firms mainly attributed the increase in costs to higher fuel and transportation expenses, and many companies also noted that wage costs are rising.

Paradoxically, this set of data reinforces a risk: even if supply-driven inflation eases, demand-driven inflation could accelerate again. Therefore, it is not surprising that markets have adjusted upward the probability of an October rate hike and the implied terminal level of policy rates for this cycle.

After the stronger-than-expected PMI data was released, U.S. Treasury yields jumped again.
$BZ
$CL
只会呐喊的尖刀手
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Don’t just watch Nvidia—AI’s “landlords” are quietly collecting rent
Everyone’s watching the AI market, their eyes glued to Nvidia, Microsoft, and OpenAI: the moment Jensen Huang shows up in a leather jacket, the U.S. stocks act like they’ve been injected with adrenaline; when Sam Altman says, “Next year will be even more intense,” analysts change their earnings forecasts overnight.

But if you really think the future of AI is just “a few big players in California closing the door to make chips, training models, and conveniently ruling the world,” then it’s a bit like thinking you only need to buy a pot to open a hotpot restaurant—yes, the pot matters, but without electricity, without gas, without a shop, without drainage pipes, what you cook isn’t hotpot; it’s a fire-drill.
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@听澜321
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[LIVE] 🎙️ Build the Binance Plaza, hold BNB|Thursday, your chosen coins all went green—has the bull run started again? Let's talk~
4.9k listens
周周1688
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📊 Crypto Market · September 23, 2026
$BNB 🧧
After this week’s early strong surge, the market is still holding at elevated levels. BTC is currently around $86.5K–87K, ETH around $2.7K–2.8K, XRP around $1.62, and SOL around $118.

But what’s truly worth paying attention to now isn’t just the price.

🔥 The forces driving the market

1️⃣ ETF fund flows are once again the core

U.S. spot ETFs continue to see inflows. On September 21, daily net inflows into Bitcoin spot ETFs were nearly $1 billion, and institutional demand remains an important support for this leg of the rally.

As of September 22, fund flows for ETFs tied to BTC, ETH, SOL, and XRP are still active, though some funds’ final data is still being updated.

2️⃣ Short squeezes further amplify the uptrend

During BTC’s move above $85K, large amounts of short positions were liquidated.

When shorts begin to be forced to close, the market receives additional upside fuel—price acceleration is no longer relying entirely on new buy pressure.

3️⃣ ZEC suddenly becomes a focal point

$ZEC ~ $1,600+

Today, Zcash surged by around 10% at one point, leading the gains of most major crypto assets.

The reasons include a new compliant Zcash ETP in Europe, renewed attention to the privacy track, and strong technical momentum.

On September 21, the first European Zcash exchange-traded product under 21Shares officially began trading.

This sends a noteworthy signal:

Capital is starting to look not only for BTC, but for more strong sectors with independent narratives.

4️⃣ Binance → Circle

Binance invested $100 million into Circle.

Circle is the issuer of USDC.

This deal further strengthens the partnership between Binance and USDC, and again highlights the importance of stablecoins as key infrastructure in the crypto market.

5️⃣ Strategy continues to accumulate BTC

Strategy again purchased 950 BTC, totaling about $75.7 million, with an average price around $79,670.

The total amount of BTC the company currently holds has reached 846,000 BTC.

In other words:

Institutional-level BTC buying has not disappeared.

🧩 Altcoin performance

$XRP ~ $1.62

Up about 6% over the past 24 hours, with trading volume clearly expanding. On September 22, XRP’s daily trading volume at one point reached about $7.4 billion.

$SOL ~ $118

Continuing to rise in line with the overall Risk-on行情.

$ETH ~ $2,750

ETH is trying to hold the $2,750–$2,800 zone.

#1688家族family #zec
奕泽YIZZE
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🧧🔥 Reflect upon the moon, find the way forward; hold fast to the direction in your heart. LUCIC 🚀🚀🚀 Happy Mid-Autumn Festival.
Please follow, like, and share!
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兰汐kyL
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In this current market cycle, can BNB break through the $1,000 mark—what does everyone think about it? Share your thoughts in the comments section: $BNB .
@Noor221
@Noor221
Noor221
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I hold $SHIB ,$PEPE and $DOGE


But I'm curious about you.
Which one are you holding and till when?#AIStocksWhatNext #memecoin🚀🚀🚀 #DogecoinRises15% #pepepumping
加倉妹
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Goals ahead, never back down!
I have direction, courage, and even more drive to act! I’ll sprint full force, break through myself, and turn every challenge into the power to achieve myself! 😊
520龙行天下
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Bitcoin breaks through $87,000 to hit a new 8-month high; shorts are liquidated nearly $1 billion. ETF inflows return, and Strategy adds 950 BTC, igniting the rally. ETH, DOGE, PEPE, and others follow higher. The total market capitalization has returned to $3 trillion. Circle launches Bitcoin-backed lending using USDC, and institutional buying remains steady. Short-term sentiment is recovering—$90,000 is the next key level to watch. Be mindful of leverage risk.
DK短线复刻
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Reply to receive a red envelope 🎁
路人1688luren
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#AI股持续上涨还有哪些投资机会
Even if it’s your own brother’s project, if it has to be sold, then it has to be sold. You must analyze rationally, not emotionally.
We’re here to make money, not to have grand ambitions. Even if you do have ambition, you should use half of your profit to do it.
For any project, you must be able to sell with cost plus an additional half of the profit.
Because if you don’t sell, someone else will sell it for you.
If you notice a coin with no trading volume, you must cut your losses in time.
If you find a coin with a “head” (strong upward momentum), you need to know how to sell. Many people don’t sell when the price is rising—they only sell after it drops. Remember: knowing when to sell makes you the winner!
Hope everyone works hard together in 2026, set sail and forge ahead!
易琳Ten
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All the mindset problems we encounter in our trading actually come from fear of the unknown. Because the next K-line is uncertain, anything can happen—it has infinite variations.

We don’t know what the market in the future will face, so we become greedy, fearful, tense, excited, at a loss for what to do, and end up trading wildly, etc...

Howard F. L. has a famous quote:

The oldest and strongest emotion in human beings is fear.

The oldest and strongest fear in human beings is fear of the unknown.

Constantly remind yourself to learn how to face fear and encourage each other.
晚风Vesper_1688
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🍃 Seek a sense of calm amid the noise📊
Fluctuations in the market are all part of the cycle🕊️
No need to chase fleeting hot topics🔥—stick to your own rhythm✨
Slow down, build your strength, and stay clear-headed and patient💎
Good opportunities are always reserved for those who know how to wait⏳

In your heart, there are mountains and seas—quiet, yet not competing🌿

#交易心理

#比特币突破8.7万美元创八个月新高

#1688家族family
virus世态炎凉
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🧧🧧🧧 It's not about having more information that makes you win, but being able to find the truly key variables from a large amount of information.#virus
静心1688
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🎉Follow for replies to claim red packets 🧧🧧🧧

#AI股持续上涨还有哪些投资机会
长得帅不如跑的快1688
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🚨 $2.31 BILLION IN 4 DAYS.

Yet Bitcoin is still below $90K.

That may be the most important signal today.

U.S. spot Bitcoin ETFs:

💰 4 straight days of net inflows
🔥 ~$2.31B total inflows
🏦 Sept. 22 → +$714.7M
⚫ IBIT → +$350.3M
🔵 FBTC → +$257.4M

Institutional demand is clearly back.

But here’s the question:

With billions flowing into Bitcoin,

WHY IS BTC STILL BELOW $90K?

WHO IS ABSORBING THE BUYING?

That’s what matters now.

On one side:

💰 ETF demand remains strong
📈 BTC holds around $86K–$87K

On the other:

🧱 Heavy supply near $90K
📈 Treasury yields remain elevated
⚡ Financial conditions are still tight

If ETF inflows continue
and that supply gets absorbed,

$90K could become the next major breakout battle.

But if $2B+ of fresh demand cannot push BTC higher,

we need to ask:

HOW MUCH SUPPLY IS STILL WAITING ABOVE?

Now I’m watching:

💰 ETF flows
🧱 BTC $90K
📈 U.S. Treasury yields
₿ Demand around $85K–$87K

👇 Your take?

INSTITUTIONS ABSORB THE SUPPLY 🟢
or
TOO MUCH SELLING ABOVE $90K 🔴?

#BTC #ETH #BNB
灼见
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🚨 Just a moment ago they were partying, and the market suddenly started to cool down.

$BTC, $ETH, and $BNB all pull back at the same time.

But here’s the interesting part—

the funds haven’t fully left.

The big rally from a few days ago liquidated a large number of shorts, rapidly driving up leverage and sentiment.

Now the market is entering the second phase:

📉 Major coins begin to retrace
💰 ETF funds still haven’t fully shifted to outflows
🔥 Chasing-fomo sentiment from earlier starts to cool
⚡ The market is testing real buy orders again

So the most critical question right now isn’t:

“How much is it down?”

It’s:

Is this just a healthy shakeout after the surge, or is the momentum fading?

If, after the pullback, funds continue to absorb,

it could actually be a normal reshuffling of positions.

But if fund flows, trading volume, and relative strength all weaken at the same time—

then we need to reassess this whole move.

Next, I only look at three things:

ETF funds → leverage → post-pullback absorption.

👇 Which side are you on?

Healthy retracement 🟢 / momentum fading 🔴?

#BTC #ETH #BNB
钞机八蛋
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[Ended] 🎙️ If the big cake retraces, would that be an opportunity to get on the train?
9.5k listens
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Bullish
NASA and SpaceX plan to launch the earliest Crew-13 mission to the International Space Station at 11:10 a.m. Eastern Time on Thursday, October 1. The launch site is the SLC-40 launch pad at the Cape Canaveral Space Force Station in Florida, using a Falcon 9 rocket and the Crew Dragon “Grace” spacecraft. If liftoff follows the schedule, the spacecraft is expected to reach the International Space Station in less than 9 hours, with a docking time of around 8 p.m. Eastern Time that evening. The docking port will be the forward port of the Harmony module. Crew members: • Commander: NASA astronaut Jessica Watkins • Pilot: NASA astronaut Luke Delaney • Mission Specialist: Joshua Kutryk, Canadian Space Agency • Mission Specialist: Sergey Teteryatnikov, Roscosmos They will join Expedition 75 aboard the space station. The crew is currently in isolation at the Johnson Space Center in Houston and plans to travel to the Kennedy Space Center by Saturday, September 26. —————————————————————————We continue to invest $SPCX.US {stock_us}(SPCX.US)
NASA and SpaceX plan to launch the earliest Crew-13 mission to the International Space Station at 11:10 a.m. Eastern Time on Thursday, October 1.

The launch site is the SLC-40 launch pad at the Cape Canaveral Space Force Station in Florida, using a Falcon 9 rocket and the Crew Dragon “Grace” spacecraft.

If liftoff follows the schedule, the spacecraft is expected to reach the International Space Station in less than 9 hours, with a docking time of around 8 p.m. Eastern Time that evening. The docking port will be the forward port of the Harmony module.

Crew members:
• Commander: NASA astronaut Jessica Watkins
• Pilot: NASA astronaut Luke Delaney
• Mission Specialist: Joshua Kutryk, Canadian Space Agency
• Mission Specialist: Sergey Teteryatnikov, Roscosmos

They will join Expedition 75 aboard the space station. The crew is currently in isolation at the Johnson Space Center in Houston and plans to travel to the Kennedy Space Center by Saturday, September 26.
—————————————————————————We continue to invest $SPCX.US
SPCXUS+0.34%
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