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$ONE This wave can be pulled—put simply, the plate is shallow, so pulling it up doesn’t take much effort. If you want to pull, you can pull.

I can’t clearly explain other reasons either, but looking at the various data, it feels like it’s not over yet.

$CRCL Recently there’s been a whole pile of good news, but the stock price seems like it didn’t hear a thing—the issue isn’t complicated. There are three pieces of good news:

1. The clear bill didn’t pass, so Plan B kicks in. Regulators have started closing loopholes between the SEC and the CFTC.

2. Binance invested $100 million into CRCL—at $80.84 per share—buying 1.237 million shares of Class A stock. They also signed a five-year cooperation agreement to jointly push USDC.

3. The U.S. government is figuring out how to take the dollar stablecoin global, maintain the dollar’s reserve status, and stablecoins are a key area of support.

So why hasn’t it risen?

Because the market isn’t just looking at the story anymore—it’s waiting for the USDC issuance volume. No matter how lively the policies get, it ultimately has to turn into Circle’s fundamentals. Circle’s core isn’t how much it can make in the short term, but whether USDC can grow beyond expectations.

USDC hit a peak of $81.1 billion in March 2026, setting a new high. After that, it fell again, and now it’s around $74 billion.

So what the market is waiting for is just two things: when USDC will regain the $80 billion level, and when it can push up to $100 billion.

$DOGE Dogecoin surged a bit and it looks strong, but the pullback came quickly too. Dogecoin is just like that—when it climbs, it climbs fast, and when it drops, it drops fast. Then it spends a long time moving sideways and oscillating.

Now the daily chart has already reached its top, and there’s a fairly good chance it will move downward next. If you’re holding coins and your cost basis is high, you can wait for a rebound and then liquidate.

I think the most underrated space right now is the privacy track. If you’re talking about specific targets, and you missed ZEC, you can重点看 (pay special attention to) $NEAR and $ZAMA .

The underlying logic is very simple: freedom and privacy are the base colors of blockchain. From the cypherpunks to Bitcoin, there have always been people pushing the ceiling of freedom higher. The more centralized reality becomes, the more we need to rebuild the rules on-chain. This isn’t just an ideal—it’s also the soil for economics and innovation.

Why ZEC can break out this round is also pretty clear: it’s an old coin from 2016. Early selling pressure was washed out over many years, the float is light, and once capital comes in, it rebounds sharply. Plus, with Naval’s call-outs, institutions and ETFs started paying attention, and privacy has returned to mainstream narratives. Since February, NEAR and ZAMA have also been clearly rising.

In terms of division of labor: NEAR is a public chain that improves its own privacy capabilities; ZAMA is a privacy technology service provider, offering solutions to different public chains. One leans toward the infrastructure layer, the other toward services.

Don’t back down in October—good show still coming:

1. BTC at 100,000, there’s still an upside of 14,000+.
2. The more the crypto-and-stocks story gets inflated, the more US-listed DAT Company starts to “resurrect.”
3. These Robinhood-style launch pads—Wave 2 is already on the way.
4. The pre-IPO narrative can keep spawning offshoots.
5. After the big coins finish singing, MEME coins and small-cap altcoins will accelerate next.

Don’t use “death” mindset—just lock onto the big pie price and do it. Buy the big coins first, then MEME and lottery-style plays. Right now, don’t PvP each other in the trenches—that’s just dumb.

This wave of copycat season is different from before. Previously it relied on storytelling; now it relies on real income. Hyperliquid led the way by not pocketing the profits—directly buying back and burning. Seeing that, project teams followed suit one after another. But you still need to keep your eyes sharp: are they truly generating real, cash-like buybacks from genuine profits, or are they just gaming the numbers—left hand buying while the right hand sells? Those are two completely different things.

Then RWA added fuel by bringing more activity to on-chain trading. As infrastructure trading volume, TVL, and revenue all surged, once buybacks and burns kicked in alongside higher revenue, the flywheel started turning: data goes up → revenue goes up → buybacks → token price goes up. Tokens finally begin to truly capture the value of the protocol.

Examples include: HYPE, UNI, RAY, LIT. The next batch of “launch pads,” like $PONS , STONK, and AI, also fits into this playbook.

Early morning, more news: $WTI briefly fell below 89. From the news, the discussion seems to be going fairly well—there are indications that talks will continue again soon. That suggests there’s room for exchange; otherwise, it would have broken down much earlier.

Iran’s conditions: lift the maritime blockade, unfreeze assets, and end the “resistance front.” The ball is now in the hands of the United States. Tonight, the East Desk delegation visits the U.S. How this game between Iran and the U.S. plays out—whether it moves forward—will need to be watched together. If talks break down or see reversals, oil prices could bounce back above 90, and risk assets would likely come under renewed pressure. If talks go smoothly and expectations for passage through the strait improve: oil prices may keep falling, and risk assets could catch their breath—so we’ll see what happens over the next couple of days.

Just looking at the K-line charts: WTI’s daily chart has been down for several straight days, so it likely won’t keep falling endlessly. Looking back to early August as a reference, it may first stab upward for a rebound and then trade sideways before continuing lower. (Just a personal guess.)

$UNI Last night was a living textbook: spot just lay back and won, while contracts on both sides got beaten.

CME said it would list UNI and BCH futures. UNI first surged to 9.7, and those who chased long saw the “good news” and rushed in. Then one single wick slammed it back to 8.7—every long position got stopped out. Everyone thought the good news was finally exhausted, and it was over. But after washing the book, it was pulled straight up to 10.85.

So, hold spot, and touch futures as little as possible. If you want to make money and also sleep well, just stick with the strongest coin—don’t go around moving things.

There’s a $ETH giant whale still going crazy buying—so intense! Since July, they’ve been slowly stockpiling ETH over-the-counter through Galaxy Digital. At first, they bought 37,000 units at an average price of $1,923. Today, they made another move—directly purchasing 15,000 ETH at a price of $2,751, spending $41.26 million in one go.

Now they hold a total of 52,000 ETH, worth $143 million, with an average cost of $2,161. Their unrealized profit is already $31.10 million.

The trading rhythm here is: accumulate slowly at the low end; when the price rises, they still dare to add—classic big-money, long-term bullish. They’re really sweeping up with real cash, not just talk-in-theory.

On the $BTC line, 86k is reached; the knockoffs are also getting restless. ZEC keeps hitting new highs—acting like the big brother leading the way. The knockoff-season signal has pushed to 81.25. BTC dominance is stuck at 59%–60% and won’t go higher. Total market cap of the knockoffs has returned to 1.19 trillion—money really is flowing into the knockoffs.

But don’t get too excited yet: the knockoff-season index is only 60, still far from the 75 confirmation line. Among the top 50 knockoffs, fewer than half have outperformed BTC.

The bigger change is institutions. In the first half of 2026, institutions made up 72% of spot OTC trading volume for a certain top market maker—money is increasingly clustering in a coordinated way. Only a handful of projects have strong fundamentals, good liquidity, and clear regulatory status. As they put it: not every knockoff will rise; the next knockoff-season cycle belongs only to a small number of projects with narratives and institutional funding support.

So the old knockoff-season where “buy anything and it goes up” is gone. Now choosing coins matters more than trying to time the market. Allocation should start with BTC and ETH, then look at DeFi and emerging memes—such as UNI, AVAX, and NEAR. For memes, keep an eye on MUBARAK, MARSCOIN, and NiuLai.

Chinese people can fly 0x108876c3df3d893350e9b780563b3697aa3e7777

This is a 2026 summer rap-intonation meme: official media lit it up with rockets and fighter jets, and it went viral. The film-and-TV industry hurricane is even painting it like a real rocket—interest is still rising.

Now it has timing, location, and people on its side. First, look at 5x.

People keep asking $RH when it will launch. Don’t rush—it's these next few days.

The logic: the big pie rallies first, then consolidates at a high level, and only when that happens will capital rotate to secondary-market altcoins and primary-market ones. Now BTC is back around 85,000, and crypto stocks are also strengthening—the environment is better than it was in August. As long as the big pie doesn’t make a huge spike and instead holds its range, risk appetite will spread outward layer by layer.

Policy is also rolling out. The SEC granted a conditional five-year exemption for stock tokens. It requires real stock ownership, dividends, and voting rights—not just mapping the price. This effectively opens a compliance door for stock tokens + AMMs + liquidity pools, and RH is one of the most direct beneficiaries. Add the HOOD Summit on September 29–30—officially said to be the biggest in its history—and there will be new trading products. That very likely will ignite activity on-chain.

So this wave is more bullish than August under the conditions, but the rhythm will change. First, the infrastructure-related plays that are actually getting work done will move up; only later will the junk coins catch up. July and August were about discovering sentiment from 0 to 1. Next is a reassessment of value from 1 to 10. A lot of memes—I'm not daring to touch them now. I only buy the dip in infrastructure. Many coins can never return to their peak again. #Cardano纳入x402套件支持ADA支付

$ZAMA broke above the previous high and then accelerated along the channel, rising about 74% in a week and has now broken 0.1, with volume expanding to 3 times the 7-day average. The privacy concept sparked by ZEC is now rotating to this FHE leader.

In terms of trading, the short-term trend is relatively strong, and 0.08 is the pullback dividing line. If it holds, the squeeze can continue; if it breaks below, be cautious.

$BTC The next key level is 94,000. Yesterday, there was a breakout with heavy volume at 83,000, and the move was large enough, so we can consider it a valid breakout. On the news front, Trump’s AI military plan boosted the Nasdaq to a new high, which also helped.

Now most people think the bull market is on the way, but don’t get ahead of yourself. In my personal view, around the midterm election in mid-November, the market may turn. The next key level is 94,000, and that’s very likely to be the end point of this rebound.

$BTC has really made a breakthrough—so intense, the air positions have already taken a loss. But don’t panic: if you’ve got the counterfeit ones, hold them tight—the rest will all take off.

This round isn’t just about trading crypto; it’s the start of a global fintech revolution:

BTC: go after gold and the US dollar—build global currency + a store of value.

ETH, TRX, Circle, Tether: take on banks and SWIFT—build cross-border payments + banking infrastructure.

HYPE, Binance: take on Nasdaq and the CME—do large transactions on-chain + on-chain stocks.

AAVE, Morpho: take on banks and P2P—do lending + collateralized loans.

XMR: take on Swiss banks—anonymous transactions, no questions asked about where funds come from or go to.

PUMP: play the rainbow—small money aiming for big returns.

Polymarket: go after the “bet on anything” space—everything can be wagered.

The remodeling of the global financial landscape by crypto is only just beginning. Wall Street is rushing to get in, because they’re afraid of missing this train.

$WLD The foundation is getting more and more solid
Feels like I can’t hold it in anymore

Enter at 0.43-0.45
Take profit at 0.46, 0.48, 0.5, 0.55, 0.6, 0.8
Stop loss at 0.399
Target first look at 0.5

It took a lot of grinding up front
Be patient and hold on