Bottom data watchlist update Operation advice, not investment advice Users who have already built a position → Hold and do not move; set stop-loss at 67.5K for protection Users who have not built a position → Wait for a pullback to 70K-72K, then enter 15-20% If it directly spikes to 83K without a pullback → Follow with a small position of 5-10% If CLARITY is rejected + September rate hike → Pause and wait for 55K-65K
Next decisive event: 9/15 CLARITY bill Senate voting + 9/15-16 FOMC meeting $BTC
A common trait that everyone has: When prices rise, they regret buying too little When prices fall, they regret buying too much Position management is a hard standard for staying alive in the market over the long term $ETH $UNI
Hunter Biden will launch the Meme coin LAPTOP on September 9th, named after the scandal laptop from those days. Some airdrops will be given to TRUMP coin losing users tied to political event $TRUMP
ETHShanghai 2026 will be held in Shanghai on September 22, under the theme “A Renaissance for Ethereum,” focusing on how Ethereum’s value is being reshaped and what the future holds in the AI era.
The conference will revolve around four major themes: “Looking Back at History, Confronting Loss, AI×Web3, and Looking Ahead to the Future.” It will discuss topics including L1 and L2 scaling, decentralized computing power, data sovereignty, verifiability, agents, stablecoins, and bringing real-world assets on-chain. It will also emphasize five core CROPS values: anti-censorship, anti-capture, open-source, privacy, and security. $ETH $UNI
Sep 7 | US Labor Day US stock and bond markets and ETFs are closed for the holiday. Even if Crypto breaks out today, there’s still a lack of synchronized confirmation from US equities and spot ETF flows.
Sep 8 | US Markets Resume Trading After the holiday, TradFi capital returns to the market. Focus on spot BTC and ETH ETF inflows to verify whether Crypto action during the weekend/holiday received a continuation from traditional funds.
Sep 10, 20:30 | US Aug PPI The first inflation checkpoint. After relatively strong jobs data, if PPI continues to come in above expectations, market expectations for September Fed easing may cool further.
Sep 11, 20:30 | US Aug CPI The most important data of the week. The market already knows employment isn’t weak—the real factor for the Fed’s next move is whether inflation has re-accelerated, especially tracking core CPI.
Sep 12—13 | Markets Reprice the FOMC Once CPI and PPI are fully released, the rates market will reprice the September FOMC. Key things to watch include US Treasury yields, the US Dollar Index, the probabilities of the Fed cutting/holding rates, and whether BTC can hold its price under macro pressure.
Next stops: Sep 15—16 FOMC, and Sep 16 Circle Arc’s public mainnet launch.
In other words, this week’s PPI + CPI is setting the pricing for the two major events of next week. $BTC
The National Sheriffs' Association (NESA) in the United States will change its stance on the CLARITY Act from opposition to neutral, reducing resistance to the Senate procedural vote around September 15.
The bill aims to clarify digital asset classification and the regulatory division of labor between the SEC and CFTC, and the market views it as a potential positive for assets such as XRP. $BTC $BNB
Do you still remember my valuation analysis of Uni?$UNI
青晨
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$UNI Valuation Thoughts|TokenJar Burning Logic Daily average new Jar funds ≈ 310,000 USD, annualized theoretical inflow 113M Inflow ≠ burn; funds continue to accumulate. Actual burn is only 70%—annualized burn value ≈ 79M USD
DEX reasonable valuation: 45–60x Neutral reasonable market cap: 3.7–4.84B U|price range: 6–7.92 U Price is severely undervalued
Burning relies on automated arbitrage—there is no mandatory enforcement. #UNI #Uniswap $UNI
Tom Lee said that if institutional FOMO kicks in, $6,000 Ethereum $ETH may be too conservative. The market setup is from September 30 to December 30, a period when institutions may chase the best-performing asset: If Ethereum is still the best-performing asset by September 30, Tom Lee said institutions may start buying in anticipation of year-end. He said Ethereum could easily surpass its year-to-date high on the ETH/BTC ratio. If Bitcoin bitcoin:native reaches $150,000 and ETH/BTC rises to 0.04, then Ethereum would reach about $6,000, which he called a conservative estimate. Traders are more cautious about this scenario in 2026, pricing only a 3% probability that Ethereum will reach $6,000 before December 31.
The U.S. Mint has officially released an official $1 commemorative coin featuring Donald Trump’s portrait. This is the first time since 1866 that a living person’s image has appeared on U.S. currency. $TRUMP
Big shots have already started preparing the narrative for the next bull market.
The SEC has already called in the NYSE, Nasdaq, Cboe, DTCC, BlackRock, Robinhood, Jane Street, Citadel Securities, Schwab, UBS, and Citi to one table to specifically study 24-hour stock trading.
This is the kind of thing that’s easiest to underestimate, because it will directly converge with another narrative: stock tokenization.
Robinhood is building on-chain stocks, Coinbase is bringing stocks into AI agents, traditional exchanges are extending trading hours, and DTCC is overhauling the clearing system.
You’ll find that everyone is ultimately moving in the same direction:
Turn U.S.-listed assets—those that used to trade only when the market in New York was open—into financial products that flow globally 24 hours a day, just like crypto.
A bull market needs more than just capital. It also needs a new story that everyone can understand.
AI has been talked about for years, and rate cuts have been overdone.
The narrative that could most easily pull retail investors back into the market next time might be:
Global 24-hour trading of assets + stock tokenization + AI automated trading.
What Wall Street is doing now is simply changing the casino doors so they never close. $BTC $BNB
How do regular users step by step enter the on-chain world?
Cycle of 2011: Download the Bitcoin client, figure out how wallets work, do everything possible to buy Bitcoin, hang around the Bitcointalk forum, and even try mining yourself.
Cycle of 2013: Buy Bitcoin, transfer it to an exchange nobody has ever heard of, randomly buy all kinds of altcoins, and waste a lot of time chatting on forums.
Cycle of 2017: Buy ETH, install a wallet, read whitepapers, browse crypto Twitter, hang out in Telegram groups, and find every possible way to participate in ICOs.
Cycle of 2020: Buy ETH, set up a MetaMask wallet, understand Gas fees, connect to Uniswap to swap tokens, learn liquidity mining and staking yields, track whales’ wallets, and dig into DeFi projects.
Cycle of 2021: Buy ETH, use a MetaMask wallet, mingle in Discord communities, desperately grab whitelists, and follow all kinds of NFT accounts.
Cycle of 2023: Get SOL, install the Phantom wallet, do cross-chain transfers, use decentralized exchanges, browse the X platform, and hang out in Telegram communities.
Cycle of 2024–2025: Get SOL, open a web tool, set the filter parameters, monitor wallets, browse Twitter, and search for message groups everywhere.
In 2026: Just download Binance and be done with it. $BNB