Serein1

So, what exactly is the big piece of good news?
So should I go long on $BNB in advance, and then keep an eye on the memes on BSC?

#现货 #BNB

$ETH over these past couple of days there’s been some pretty wild data: roughly 830,000 ETH are queued to request unstaking. But don’t rush to call a sell-off yet.

A large part of this is related to people actively exiting after the MetaMask security incident. Unstaking ≠ selling. What’s even more interesting is the other side: the amount of ETH queued to enter and stake is close to 1.5 million, which is more than what’s leaving.

So for now I’m not bearish on $ETH. The real danger is that once MetaMask’s batch has been digested, the exit queue keeps getting longer.

#market #ETH

For this Bitcoin run, what I think is most worth watching isn’t yet another dip to around 87,000. It’s that the money really is back.

In Q3, U.S. spot $BTC ETFs saw net inflows of about $6.34 billion; in Q2, they were still net outflows of roughly $5 billion. In and out—there’s a difference of over $10 billion.

What’s even more interesting is that $BTC itself also rose by about 43% in Q3.

So for now, I don’t really want to jump to a bearish stance easily. Price increases aren’t scary. When prices rise and new money keeps flowing in, that’s what makes it genuinely hard to short.

Now, 87,000 is still the line in the sand. If the market can truly hold above here, then it won’t be a question of “how much farther the rebound can go.” It’ll be a question of whether the market wants to start counting the bull market from scratch.

#dApan #BTC

There aren’t that many people in the world who actually have 100 million dollars in cash, right? $BTC

Strategies to Beat Copycat Coins! As long as you have the drive to execute! For coins that those “dog whales” can absolutely control and monopolize, use your left hand to sell to your right hand—whether you want to pump the market cap to tens of billions or even hundreds of billions, it’s possible! The candlestick chart can be drawn however you like! From now on, don’t look at market cap or any news/market narratives—most of it is basically unreliable! Look at TRB, RAVE, PIPPIN, LAB, TUT, LSK, AKE, and a bunch of others—many of them have gone up tens or even hundreds of times! For $AKE, first choose over effort. Not every altcoin is suitable to play, so you must pick one with a very large trading volume. And the kind of posts where the forum is flooded with them—extremely high heat! A huge number of retail participants! How exactly to operate:
1. Money management: split your principal into 50 parts.
2. When playing a coin, take out only 1 part, and trade with just 1x, only going long—unless it drops to 0, you won’t get wiped out!
3. If you lose, don’t add to the position. Just hold on to it and become a friend of time!
4. Only go long. Never go short! One altcoin—“dog whales” might control the play for months!
⚠️: If you lose, never—ever—add more. Don’t think about averaging down. That kind of gambler’s mentality only happens once, or infinite times!
And never short. Once you taste the sweet, you can’t stop!
⚠️: Never short!
Let’s use a business investment example: a large investment bank invests in 50 projects over a one-year period. Most of them lose money, while a few projects make huge profits. Those winners can generate several times—or even dozens of times—the cost in profit, and then after covering the losses from the others, there’s still incremental profit left. This is what “positive expected value” investing means!
After all, when those dog whales pump a single altcoin contract, it costs tens of millions. Even if it gets delisted, the market cap can still have hundreds of millions of dollars left. The result is: some coins rise only 1–2x, some rise 3–5x, some rise tens of times, even hundreds of times!
Don’t look at any bearish or bullish news—basically it’s all not reliable. Just see how many people are short, and how many are trapped. Watch retail sentiment. Don’t touch coins inside web3 wallets—don’t buy just because it looks cheap. Only play coins listed on exchanges—with contract trading pairs. Only play those with high trading volume and high attention.
$

$AAVE After topping out, take a breather downward

Spot is about 179
Down about −3% for the day
The day high is still 185
The low was tapped around 176
Trading volume is about 33.5 million USD
Yesterday they were still talking about touching this year’s high
Today first give back a portion of the gains
V4 deposits are over 1 billion
The buyback / foundation narrative is still ongoing
That doesn’t mean you can still chase the price up

Pullbacks from the yearly high are totally normal
First see who can hold up 176–185
If nobody can, treat it as DeFi overheated and filling back in

#spot #AAVE #DeFi

$WLD rebound is still ongoing
But the flow of chips is not entirely clean

Spot price is around 0.596
Up about +4% in a day
The intraday high touched 0.619
The low is still at 0.527
Trading volume is around 94 million USD
For CEX, net inflows are still pending at roughly the 910k coin range
Some people have also pointed out signs of wash trading
There’s no new project catalyst that has been implemented

If price moves upward,
it doesn’t necessarily mean the main players are accumulating
First look at 0.53–0.62—who can take it
If no one can, then that rebound
$use the selling-out window

#spot #WLD

$SAND Over there in South Korea, they first removed the yellow light
and the price was raised directly by a whole tier

Spot is about 0.075
In a day, roughly +19%
The intraday high touched 0.084
The low is still at 0.059
Trading volume is about $67 million
Upbit / Bithumb / Coinone
Remove the trading warning first
That bridging casting line has been hanging from August until now
When the news lands, the volume first surges

Being overheated doesn’t mean it can still keep straight up
RSI is already overheated
First watch who can hold up 0.07–0.08
If it can’t be held, then
When the news pulse hits

#spot #SAND

Bitcoin spot ETF inflows have slowed down again

On Friday, net inflows were only about $31.7 million
$FBTC alone accounted for about $29.3 million
The spike on Thursday was closer to $88 million
The pace is clearly down a notch

This month so far, there’s still roughly $120 million in net inflows
Not a collapse
But it’s no longer like yesterday, where one fund was hard-carrying everything

Spot $BTC is around 84,800
Down about −0.5% over the day
The daily high is still around 85,300
The low was tapped around 83,900

Inflows are still there
But it doesn’t mean it’s already been fully cleared above 87,000
First, see what happens after the weekend
On Monday, whether the market opens and continues with reduced volume

#market #BTC #ETF

$ENA Unlock doors are only left for tomorrow
The price is still being ground down

Spot around 0.233
Down about −4.1% per day
The daily high is still 0.244
The low was poked to about 0.228
Trading volume about $27.4 million

On October 5, investors will unlock about 1.4 billion tokens
That’s roughly more than 10% of circulating supply
Right before the finish line, the biggest fear is both sides chasing

bStocks / the narrative structure is still there
It doesn’t mean you can keep adding excitement after the unlock
First look: who steps in above 0.23?
If it can’t be held, cut a little first to cool things down

#spot #ENA #DeFi

$NVDA touched a new intraday all-time high on Friday
then gave back part of the gains into the close

U.S. close was around 234
roughly +1.3% on the day
intraday high reached 237.9
low was still 233.6
trading volume was about 135 million shares
market cap was still in the 5.7 trillion dollar range
AI supply-chain pricing continues to lift it higher
For the weekend, just leave Friday's candle hanging there
don't start imagining Monday's open too early

A new high is a signal
not an automatic perpetual engine
first watch whether 234–238 can take turns leading
if it can't hold, treat it as a pullback after the breakout$NVDA.US

#USStocks #NVDA #AI

This time, the long side is getting the tuition

$BTC has probed the high around 87,000
After it gets smashed down
In the next 24 hours, the whole network liquidates about $434 million
Longs liquidated about $322 million
Shorts liquidated about $112 million
Longs make up roughly 74%
In the past 12 hours, longs have nearly been maxed out
Single-coin liquidation on Bitcoin is about $104 million
Ethereum is also around the $105 million level
Yesterday we were still talking about the shorts getting liquidated first
But the price action flipped the direction
Spot has now returned to around 84,800
Let it range between 84,000–85,000 first

Don’t chase the liquidation direction and add leverage
Wait until the shakeout becomes dull before discussing direction

#Futures #BTC$

$ZEC spot ETF saw outflows this week

There are reports that the U.S. Zcash spot ETF
this week had net outflows of about $93.56 million
Since it was listed at the end of August,
this is the first time net outflows have occurred in a single week.
Fund net assets are down to roughly the $750 million level

Spot is around 1308.
In a day, about -1%.
The day’s high is still around 1335.
The low dipped to around 1283.
Trading volume is about $95 million.
From the September peak near 1700,
it’s already given back quite a bit.

Outflows don’t mean it will go to zero right away,
but it’s a fact that buy-side liquidity has thinned.
First, watch who can take the 1280–1335 range.
If it can’t be held, don’t chase highs—beta first.

#spot #ZEC #ETF

Fear greed drops to 65
$BTC first managed to spit out 87,000

Spot is about 84,800
Up about +0.2% per day
The day high is still at 85,000
The low was poked around 84,500
$ETH about 2,690
$SOL about 120
Yesterday greed was still at 67
Today it moved down one more notch

87,000 didn’t hold
For now it’s grinding between 84,000–85,000
Don’t treat a pullback as the trend—it's already dead
And don’t treat a rebound as a breakout to solve everything
First look at 84,000
Who can take it up above

#Market #BTC

BlackRock shouldered the entire inflow by itself

$IBIT’s single-day net inflow is roughly $196 million
All Bitcoin spot ETF across the whole market
add up to only about $103 million
Others combined are net outflows
It alone turned the price action green

Over the past month
$IBIT has accumulated net purchases of about $1.57 billion
accounting for more than half of the total net inflow into all spot ETFs
Its scale is around the $109 billion range

Spot $BTC is roughly 84,700
down about −2.1% in a day
the day high is still around 87,200
the low was poked around 83,900
Fear & Greed is still at 67

Institutional channels are still buying
It doesn’t mean that once above 87,000 is already fully cleared
First, look at who can hold up 84.0–85.0
If they can’t, just treat the “ETF
inflow” as background noise

#Market #BTC #ETF

A giant whale dumped about 30,000 $BTC in a week

Ali Charts calls it out
In the sideways trading over the past week,
whale holdings have dropped by about 30,000 coins.
At the current price, that’s on the order of about $2.5B.
87k is exactly sitting right at the top of the recent channel.
A push higher getting capped a bit isn’t surprising.

Spot is around 84,600.
Down about −2.1% in a day.
The day’s high is still 87,220.
The low was probed down to about 83,900.
Fear & Greed is still at 67.

Long liquidations already played out once during the day.
The whale is still cutting positions.
Distribution at the highs may not be finished.

First, see if 82,500 has a real buyer to catch it.
If it can’t hold, don’t treat a rebound as a reversal.

#Market #BTC #Whale

SEC custody rules have pushed forward another step

For investment advisers and funds
when they cannot find a qualified custodian,
they may allow certain self-custody for clients’ encrypted assets
State-chartered trust companies can also be added to the custody roster
This is paving the way for institutions to directly obtain coins
Not to hand retail investors fresh leverage

Spot $BTC at around 84,600
Down about −2.1% in a day
The day’s high is still around 87,200
The low tapped about 83,900
Fear & Greed is still at 67

A proposal doesn’t mean it can be bought immediately
It still has to go through the comment period before implementation
Don’t hear “can be custodied” and take it as “start right away”
First, check that the rules are explicitly written
Let’s talk about position sizing

#Market #BTC #SEC

$ENA The door unlock is only two days away
The price is still being pushed down

Spot is about 0.232
About −7% per day
The day high is still 0.252
The low was poked down to around 0.228
Trading volume is about 42 million USD

On October 5, investors will unlock about 1.4 billion tokens
That’s roughly more than 10% of the circulating supply
Once it’s released early, it’s all gone

No
It’s not a big deal

bStocks / The narrative is still there
Doesn’t mean you can just close your eyes and chase before the unlock

First, see who steps in above 0.23
If they can’t hold it, then cut a bit first—don’t just enjoy the noise

#spot #ENA #DeFi

$QNT Just after getting poked and slammed 224
Now it has already swallowed the dip back again

Spot is about 266
Up about +17% in a day
The intraday high has touched 267
The low is still at 224
Trading volume is still around the 70M dollars level
The bank-rail narrative hasn’t died
The parabolic pullback is not over either
The two-day consecutive wash—worst if you end up chasing both sides

First, see who can hold up 255–267
If it can’t hold, just treat it as a volatility digestion phase
Don’t let the Sibos headline
get played twice again

#spot #QNT