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Where is the bottom for $SUI ? No one can say for sure right now.

The positives are: EVE’s new project has moved from Ethereum L2, bringing faster speed and no gas fees; compliant funds have continued buying and are also adding BTC assets.

The negatives are: the oracle Switchboard was drained of about $90,000, and the project is about to shut down; Phantom will no longer support SUI starting September 24. The price is just churning back and forth in the 0.75–0.83 range, unable to break higher or fall lower.

What matters next is whether any decent games and applications actually move over. Right now, there’s no direction, so guessing up or down is pointless.

$REZ Today suddenly a straight line was pulled to 0.0040. After spiking up, the profit-taking sell orders hit hard, and the price quickly fell back to around 0.0034 to trade in a range.

This is a typical “rapid pump then pullback.” Don’t chase the price now. The key is whether 0.0034 can hold. If it stabilizes, you can take a small position to bet on a rebound; the first target is 0.0037.

$ONDO Over here, since August the counterfeit market has already gone through two rounds of action. Now the chart is showing a very clear converging triangle.

Once it breaks out, the odds are quite attractive; if it moves down to the lower edge of the triangle, it’s only about 6% away, so the stop-loss room isn’t big. You can keep an eye on it—no big issue.

Wow, even top bosses like 1inch are saying making money is hard—just imagine how tough things are for small DeFi these days.

Top DeFi today is generally stuck in a deadlock: lots of users, but little value gets left behind, while implicit costs remain high. For aggregators like 1inch, they don’t have much pricing power compared to players who hold the liquidity. The more you try to help users get the best possible trades, the harder it is to directly charge high fees.

Right now, the real money-making top protocols basically go down one of these paths:

Sky makes money from the interest-rate spread, powered by stablecoins and its balance sheet;

Hyperliquid keeps retention high, with trading fees going straight into the ecosystem;

pump.fun uses a high-fee, low-capex platform model;

Aave relies on reserve factors, liquidation activity, and diversified income from GHO;

Lido takes a cut of staking rewards—stable;

Pendle focuses on niche tracks and also achieves high retention.

So intense!

Someone entered at 70U
In an hour, they reached 3.9K

It directly multiplied by over 50x
Who wouldn’t call it exciting after seeing that?

The first phase of memes is basically wrapped up. The Robin chain ignited with $PONS—everything about memecoin speedrunning, then the BSC comes in to pump 4 stocks next: native, Mars, $STONKS. As long as you manage to ride the hot trend, people will lift the banner for you.

But last night, one drop and the popular memes collectively pulled back hard. Anyone who chased got washed out—when the shitcoins start falling, they fall for real.

But on the RH chain, you still need to keep an eye on these:

$PONS is one of the biggest meme-launch platforms on RH. If the RH Meme second wave comes back, it’s likely still a core player, and Wintermute has also been reported to keep adding positions, with holdings over $3 million;

$CASHCAT is one of the true leaders of RH’s native memes;

The $AI narrative is special—it’s a representative of the shift from pure memes toward memes as financial assets.

If you’re trying to bet on high upside volatility, watch the second-wave expectations for $BONER and $MEME.

Freedom of Money

This wave of people trapped at the highest peak—there are quite a lot
Can they still get out of it?

0xb0b623959e4339bc4cdeba9dd8b1f0224ea57777

The coin price crashed, but on-chain transaction volume actually surged 7x! Memes aren’t dead—they just finished the first phase.

PONS, MARSCOIN, and BASECAT all dropped together. Many people are saying it’s over, but the key is whether the money is moving. Robinhood Chain’s stablecoins rose 23.4% over 7 days, while DEX trading volume increased 38.3%; BSC DEX trading volume jumped 53.9%. Pons is even stronger: 7-day fees of $58.82M and trading of $1.008B. The speed is about 6x times faster than before over 23 days, and 7.1x in terms of another measure, with Holder Revenue up about 20.9x.

While assets are collapsing, cash and users are accelerating—this doesn’t look like a cycle death. Pons minted over 200,000 coins in a month, with more than 310,000 wallets participating, and 66.8% of people are losing money.

The first phase is a broad-based valuation rise; the second phase will be harsher. Old top leaders fall behind, and capital goes to find new things that can absorb trading volume. So for me, there’s just one word right now: wait. Wait for the second wave of capital direction, then move when the timing is right.

The head of the stage is always the head.

$PONS ：If there are any callbacks next, prioritize buying the dip.

On-chain, the #1 for US stock concepts: behind it are those Wall Street bigwigs at Robinhood. It has the strongest long-term certainty—there are income-based buybacks to provide downside support—so it’s difficult to get diverted away. There aren’t many competitors that can really fight.

Right now it’s at most a pullback (a washout) after the first wave of gains. If it drops, that’s an opportunity to add on the dips. If today it can break above 0.68, then this pullback is considered over, and the double-bottom on the smaller timeframe would also form.

These three knives chopped down together, and the result was that the bulls directly became the fuel.

Yesterday, the entire network liquidated $226 million—just the long positions were $116 million; Bitcoin long liquidations alone were $38.69 million. The day before was even worse: Bitcoin at one point dipped below $78,000, and about $79 million in positions were liquidated—about 90% were long positions. Today is even more extreme: another $398 million in liquidations!

Each liquidation is a forced sell—sell orders push prices down, and price drops trigger even more liquidations, a classic long squeeze/trampling.

Rekt Capital warns: 78,300 is the key watershed level. If the weekly close is below it, it could replay the May scenario: back then 82,800 was the peak, 78,300 stabilized, and then it plunged all the way down toward around 57,000. He added one more point: if it breaks the 60,200 support, then the level to watch below will be 40,000.

$牛来 is the second selected Chinese coin!

In the Binance bull run, at its core, it was about IP planting during a bear market—shake out the weak hands, then pump a wave, complemented by CZ’s book for overseas PR. But once it was pumped above 500M, it entered a liquidity vacuum zone; it didn’t bring in new users or lift valuations within the same sector.

This time is different. With moviegoers and short-video distribution, mindshare is already close to one-third of Doge’s peak. Although the main battlefield is the Chinese-language sphere, it has been covered by outlets like The New York Times and the BBC. Even Zheng Qinwen uses it as a “lucky slogan.” This cult-like form of populist expression truly broke out beyond the niche.

This time, the pull-up will be absolutely different—$币安人生 is still a native IP.

Biden’s son comes out and says the $LAPTOP crash has nothing to do with him—he didn’t make a single cent.

So the question is: who exactly is dumping the sell pressure?

When the market turns, everyone is going up, but the capital is limited. The best move is to buy at the moment of the launch, not to lay in at the bottom—because you never know when it will actually rally.

Yesterday, I watched $DOGS, $AIO, $SOPH, and $FORM. For most coins, before they start moving, they give signals: a breakout + a pullback. Then, the one with stronger momentum will run harder, and the multiplier will be higher.

Everyone should scan the gainers list and losers list every day. There are actually plenty of “codes” you can buy. The key is how to filter them—find the assets that best match your own trading logic, enter directly, and don’t suffer from waiting.

$ETH The core narrative of this Ethereum bull run boils down to two words: anti-quantum and privacy

After analyzing it, you’ll find that pullbacks are just wash trading. Ethereum tells its story through technological innovation, and it strongly attracts institutions in both AI and the stock market. The AI sector is now at a high level, and a large amount of capital is rotating into BTC and ETH. Liquidity in AI is enormous—just a little runoff can make $10k ETH seem not far-fetched.

I know many people think Web3 has been debunked, but when there’s so much money, fake stories can still become real—at least they can keep fooling the market for another round of liquidity.

In terms of stability, since Ethereum went live, there hasn’t been a single major downtime. The number of times $SOL has gone down is too many to count. $SUI had issues, but the team/subsidies helped hold things together. Polkadot and Aptos have also crashed before. Ethereum’s only real drawback is that Gas is too expensive. It built a bunch of L2 solutions—either offline computation with online verification, or first assuming and then questioning. The market hasn’t really bought into it. That’s why V God recently said L2 is meant to expand, not to break away.

As for TPS and throughput, they’re never a heavily weighted metric for valuing a public chain. Somnia’s theory says it has the fastest TPS, but its TVL isn’t high. Ecosystem and stability are what form the pricing foundation for a public chain. The ecosystem determines value; everything else is secondary.

RWA will be a mainstream trend in the future, but right now the true battleground is DEX.
(Follow me—I’ll share more trading content)

This plot is even more surreal—you lost money on a Trump Meme, and now Biden’s son is coming to you to send you coins.

Hunter Biden just announced the $LAPTOP airdrop rules: 20% of the tokens will be airdropped, with 2% specifically reserved for people who lost money on Trump Memes. You lost to a Trump coin? Then you’ll get Biden’s son’s coins for free.

Does this count as wiping up messes, or just changing the name and continuing to fleece people? Crypto is getting more and more ridiculous. Last episode: buy Trump and lose money. This episode: Biden’s son free sends coins. How many people are claiming $LAPTOP? Or do you just see political Memes and run away immediately?

Yesterday, the BNB Chain crowd taught us a lesson: some things, if you do them too much, you really can get addicted. Anyway, someone is always willing to play—how you play isn’t really the point. A few other lines are also worth underlining:

BTC continues to trade sideways; I don’t know what news would push it higher. ETH is basically the same—people mainly use it to run stuff on L2. The SOL Foundation has started calling for coordinated buys to pump ecosystem coins.

HyperDash disclosed Jump Trading’s operation data on Hyperliquid—its share of trading volume is astonishing. Grayscale’s Zcash Fund AUM has broken $500 million, with holdings of over 550,000 ZEC. And Trump’s envoy Witkoff reportedly profited $107 million last year from a crypto holding company.

OpenAI released the ChatGPT Images 2.5 image model. Hunter Biden responded to the LAPTOP coin: it only represents an attitude—don’t expect it to appreciate. Say what you want—people will still rush in. Kalshi’s appeal failed. Strategy was criticized by the community: it launched Bitcoin-themed Jordan shoes but doesn’t support BTC payments 😵

Want to know how BTC will move over the next few days and the next two weeks? Just look at three scenarios:

Blue scenario (highest probability): Core CPI MoM at 0.2%, in line with expectations, and the rate-hike probability stays around 60%. BTC pulls back to the 77K–78K area and stabilizes. 76K (Fibonacci 0.786) and 77K–78K (triple-bottom neckline) create a confluence support zone. After ranging, BTC then retests 82K–83K.

Yellow scenario: Core CPI MoM at 0.2%–0.3%, with the rate-hike probability rising to over 70%. BTC pulls back to 75K–76K, or even near 73K. There’s a massive whale bid wall at 75K–76K, while 73K is Fibonacci 0.618—this is a “bad-news pullback but the structure isn’t broken” deep correction.

Red scenario: Core CPI MoM above 0.3%, with the rate-hike probability jumping to over 80%. BTC may test around 71K (Fibonacci 0.5), or even lower. Lowest probability, but not impossible.

Key takeaway: The direction depends on volume and flow. Right now, whales are accumulating, and ETFs are buying. The bid structure below is solid. CPI only affects how deep the pullback goes—it won’t change the direction. As long as 77K holds, the medium-term bullish structure remains intact.

Brothers and sisters—when the pullback reaches the price levels above, get in decisively. Stop waiting foolishly for Bitcoin below 70K; chances are you won’t get that price.