10年老韭加密研究中心

[Old Wheat Watch]
$AVAX Today’s move is backed by a pretty solid piece of institutional news.
Goldman Sachs has about a $100 billion–scale U.S. Treasury money market fund, FTIXX, and now it’s being made available via Lynq to qualified U.S. crypto institutions.
The key point isn’t that Goldman “moved the fund on-chain.” FTIXX itself is not tokenized.
Instead, Lynq’s institutional settlement network runs on a permissioned L1 on Avalanche, allowing crypto trading institutions to put idle cash between trades into the Treasury fund to earn yield, then redeem when they need liquidity.
This is actually another kind of RWA: not turning assets into tokens, but connecting traditional financial assets into a crypto institutions’ cash settlement system.
AVAX has already been up for a round today, and the market is trading the story ahead of time.
Entry: $10.50–$10.80
Take profit: $11.30 / $12.00 / $12.80 / $13.80 / $15.00
Stop loss: $10.10

【Old Wheat Observation】$ADA
Over the past two days, Cardano has come out with a rather interesting piece of news.
Brazil’s national oil company, Petrobras, has started testing the Cardano blockchain. And it isn’t for trading crypto.
Petrobras is currently running two projects:
One is tracking the environmental attributes of Sustainable Aviation Fuel (SAF).
The other is recording Renewable Diesel (Diesel R) across the entire lifecycle—from production, transportation, to usage.
Put simply, it’s: real-world energy assets → data on-chain → public verification → end-to-end traceability.
Among them, the SAF project is even more interesting.
It turns the environmental attributes of sustainable aviation fuel into on-chain Tokens, and each Token has a corresponding source and data.
In the future, once airlines or passengers claim the environmental benefits represented by those Tokens, the Tokens can be burned, preventing the same emissions-reduction credit from being counted multiple times.
This is essentially another way to play RWA. Previously, when people talked about RWA, the usual images were: U.S. Treasuries, stocks, funds, gold.
Now another kind of asset is emerging: real-world “environmental rights” and industrial data.
And this time, it’s not just a small project team running tests. Petrobras is one of Brazil’s largest energy companies.
However, there’s one point that must be made clear: both projects are still in the R&D stage right now.
No timeline for large-scale commercial deployment has been announced, and no specifics have been shared about how much fuel will be covered.
So for now, we can’t directly say: “Petrobras adopts Cardano → ADA is going to take off.”
What’s truly worth watching is whether these R&D efforts evolve into real production systems.
If, in the future, more and more energy, supply-chain, and carbon-emissions data move onto public blockchains, Cardano will have an application path entirely different from DeFi.
ADA is currently around $0.25.
In other words: the news is there. Real-world companies are there. But the market hasn’t yet shown any particularly strong chase.
Entry: $0.242–$0.255
Take profit: $0.275 / $0.290 / $0.310 / $0.335 / $0.380
Stop loss: $0.232
If there’s a breakout with volume above around $0.2568, it suggests the market is starting to price in this news; if it can’t break through, then we’ll continue to watch support around $0.24.

【Old Cabbage Observer】
$VIRTUAL

In mid-September it was still around $0.60. A few days ago it surged to around $0.85, and now it has returned to the $0.80 range.
Today the Base network still needs an upgrade, and VIRTUAL itself is one of the core AI Agent projects in the Base ecosystem. Coincidentally, Binance has also been continuously pushing AI Agent-related content recently, and the market’s attention on this direction hasn’t faded.
However, on September 28, about 2.9 million VIRTUAL tokens were just released—so in the short term there is indeed sell-side supply pressure.
Entry: $0.74–$0.79
Take profit: $0.86 / $0.95 / $1.08 / $1.25 / $1.50
Stop loss: $0.68

【Old Leek Watch】
$ORCA
In the past few days, ORCA hasn’t suddenly surged like QNT or PUMP. Instead, it has been pulling back from a high level. But the interesting part is that when the price drops, the whales didn’t follow along.
Among the 10 whale addresses being tracked recently, ORCA’s holdings increased from about 160,300 to 201,100, up roughly 25.4%. At the same time, the exchanges also saw about $264,000 in net outflows.
So what we’re seeing now is a noticeable discrepancy worth observing:
As the price pulls back, the whales are actually adding to their positions.
Of course, this still can’t directly prove that ORCA is definitely going to rise. Whales might keep buying at the “mid-slope,” and for this kind of small- to mid-cap coin, volatility can be much higher than BTC or ETH.
But if afterward the price continues to retest around $1.50, without clearly seeing heavy sell-volume break through, while on-chain large addresses are still adding to their positions, then the odds at this level start to get interesting.
On the other hand, if $1.40 breaks down, it means this so-called “whale accumulation” hasn’t played out yet—for now—so cut the loss and don’t waste time waiting.
Entry: $1.50 – $1.60
Take profit: $1.70 / $1.82 / $1.95 / $2.10 / $2.30
Stop loss: $1.40
$ORCA #ORCA #Solana #defi

【Old Leek Watch】
$ORCA
In the past few days, ORCA hasn’t suddenly surged like QNT or PUMP. Instead, it has been pulling back from a high level. But the interesting part is that when the price drops, the whales didn’t follow along.
Among the 10 whale addresses being tracked recently, ORCA’s holdings increased from about 160,300 to 201,100, up roughly 25.4%. At the same time, the exchanges also saw about $264,000 in net outflows.
So what we’re seeing now is a noticeable discrepancy worth observing:
As the price pulls back, the whales are actually adding to their positions.
Of course, this still can’t directly prove that ORCA is definitely going to rise. Whales might keep buying at the “mid-slope,” and for this kind of small- to mid-cap coin, volatility can be much higher than BTC or ETH.
But if afterward the price continues to retest around $1.50, without clearly seeing heavy sell-volume break through, while on-chain large addresses are still adding to their positions, then the odds at this level start to get interesting.
On the other hand, if $1.40 breaks down, it means this so-called “whale accumulation” hasn’t played out yet—for now—so cut the loss and don’t waste time waiting.
Entry: $1.50 – $1.60
Take profit: $1.70 / $1.82 / $1.95 / $2.10 / $2.30
Stop loss: $1.40
$ORCA #ORCA #Solana #defi

【Old Reed Watch】
$CPOOL Today there was no such extreme surge of 20% or 30%; the current price is around $0.0365.
But today there is a clear event milestone:
CPOOL → CLEAR governance vote deadline. This is not a routine parameter adjustment.
According to the proposal, after CPOOL, it will be migrated to CLEAR in a 1:1 ratio, along with a redesign of the tokenomics model. One key point is that the plan is to use part of the protocol fees for:
buybacks + token burning
In addition, Clearpool has also been pushing forward recently:
institutional credit + XRP Ledger + RLUSD
So what the market is truly waiting for now isn’t how much CPOOL is up today, but two outcomes:
First, whether the migration plan from CPOOL to CLEAR can be approved.
Second, whether the institutional credit line and RLUSD can genuinely be implemented.
CPOOL right now is more like:
event is approaching, but the price has not fully broken out of the previous trading range.
Of course, it’s not at an absolute low either. CPOOL rallied somewhat in September, so this can’t be understood as a risk-free setup.
After the governance vote ends, if the results don’t meet expectations, or if the migration details don’t bring any new incremental upside, there could also be a short-term profit-taking move.
Entry: $0.0340–$0.0371
Take Profit: $0.039 / $0.043 / $0.048 / $0.054 / $0.062
Stop Loss: $0.031