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大仁Jaron
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大仁Jaron

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Wb3项目投研|AI研究生|推特X: @Jaron2277
SOL Holder
SOL Holder
Frequent Trader
3.6 Years
600 Following
30.4K+ Followers
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Article
After the squeeze—Bitcoin's $77,000 crossroadsAfter several months of dormancy, Bitcoin resumed its uptrend during the week of August 17. It surged 21.99% for the week and broke above $80,000 on August 25. Upward drivers Short-term catalyst—short squeeze: Previously, Bitcoin traded sideways around $60,000 for months, while the derivatives market accumulated a large amount of leveraged short positions. Once the price broke above a key level, it triggered forced-cover buy orders, creating a squeeze effect that further propelled the rally. Sustained support signal: 1. Liquidity: U.S. Bitcoin spot ETFs recorded a net inflow of $420 million over the past five trading days, effectively offsetting early third-quarter pressure from outflows.

After the squeeze—Bitcoin's $77,000 crossroads

After several months of dormancy, Bitcoin resumed its uptrend during the week of August 17. It surged 21.99% for the week and broke above $80,000 on August 25.
Upward drivers
Short-term catalyst—short squeeze: Previously, Bitcoin traded sideways around $60,000 for months, while the derivatives market accumulated a large amount of leveraged short positions. Once the price broke above a key level, it triggered forced-cover buy orders, creating a squeeze effect that further propelled the rally.
Sustained support signal:
1. Liquidity: U.S. Bitcoin spot ETFs recorded a net inflow of $420 million over the past five trading days, effectively offsetting early third-quarter pressure from outflows.
PINNED
A new chapter begins—embark on a new journey. The future is full of promise!
A new chapter begins—embark on a new journey. The future is full of promise!
Queen_DoLL
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#SOL #Solana #CryptoGiveaway #redpacket #crypto
橙子Joyce
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Bullish
At the beginning of September 2026, the U.S. Securities and Exchange Commission (SEC) has recently issued a series of rule proposal announcements related to crypto assets/blockchain. The latest is a proposal to modernize the Transfer Agent rules, published on September 1, 2026. This is another related development following the August 18 proposal under “Regulation Crypto Assets.”

New proposal: Transfer Agent Rules Modernization (September 1, 2026)
The SEC proposes a comprehensive update to the Transfer Agent rules, which have seen little substantive revision since the late 1970s and early 1980s. Transfer agents maintain security ownership records, handle transfers, dividends, and other corporate actions, and are a key link in the clearing and settlement system.

The proposal explicitly mentions the need to accommodate electronic records, blockchain recordkeeping, paperless securities, and tokenized securities. Chair Paul Atkins said the rules should reflect the real-world operations by which transfer agents currently use electronic communications and blockchain technologies for securities issuance and share transfers. Market participants are exploring onchain transfer agents, tokenized fund administration, and cross-chain interoperability.

This is the SEC’s first comprehensive proposal specifically for the issuance of crypto assets, building on interpretive guidance issued in March 2026. It establishes a tailored issuance framework for “covered investment contracts”—that is, investment contracts that may be attached to non-securities crypto assets.

The comment period runs until October 20, 2026.

Both proposals are part of the SEC’s current approach in the digital asset space: to provide clear, actionable rules and reduce reliance on enforcement alone to define the law, while market-structure legislation at the congressional level (such as the CLARITY Act) continues to advance. For now, both are only proposals, and the final rules may be modified based on public comments.

Very exciting—an even broader and deeper outlook for the cryptocurrency market! Strongly bullish $BTC , $BNB

$ETH


大丽7613
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The arrival of Niu drove the entire primary market
When the contract announcement came out, I thought that under normal trading logic there should be a shakeout, but there wasn’t
I thought the market probably wouldn’t be this fomo-driven; it should have been built by the big players themselves
After the contract came out, the big players ate a wave of short orders too, and then it went down—so they basically got a full fill
This kind of setup doesn’t require heavy control; retail investors are enough, and there’s enough discussion. In fact, it’s the one that makes the most money
光明社区-杨乐
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Have this cup, and there are 3 more~

Good thoughts will surely lead to good results
A kind, positive seed, rooted deep in the heart
Even if you don’t see flowers blooming for a while, it will quietly ripen in the soil of time

Once we, LUCiC, come ashore after our one battle, we’ll raise another round ✌️
#BNB #LUCiC
晚风Vesper_1688
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☀️Good morning Wednesday—set off for the first half of your day as the morning light arrives🌤️。

On this trading path, what matters isn’t frequent entries, but inner discipline📊。
Yesterday’s gains and losses are all in the past—don’t let past results tie down today’s judgment🕊️。
Market opportunities keep coming, so there’s no need to rush to catch every flicker of movement✨。
Stay clear-headed, follow risk control, don’t follow the noise blindly, and stick to your own trading plan💎。
Slow down, steady your mind, and build strength step by step—time will eventually reward every bit of steadfast resolve🌿。

Investing involves risk; enter the market with caution。

#交易心理

#XRP两周上涨40%未平仓合约下降

#1688家族family
阿婧1688
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Only with knowledge can we gain awareness. Put it into practice: “know” and “do.” Follow me and let’s learn about cognition together.
灼见
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🔥 The BTC ETF saw outflows for just one day, and the funds came back.

This could be the most important signal to watch today.

On the previous trading day, BTC ETF recorded roughly $202M in net outflows, ending a streak of nine straight days of net inflows.

Many people have started to worry:

Are institutions getting ready to pull out?

But the latest data immediately shows a reversal:

🟢 BTC ETF: about +$216.7M
🟣 ETH ETF: about +$87.7M
🔥 ETH ETF: net inflows for the 11th consecutive trading day

What’s even more worth noting is—

BTC is still only around $78K.

Meaning:

The money is back, but the price hasn’t clearly kicked off yet.

This is completely different from the simple pattern of “price rises → capital chases.”

Meanwhile, BTC futures open interest hasn’t expanded crazily in sync either. The market currently looks more like it’s being driven by spot inflows, rather than high-leverage momentum.

So what I’m focusing on now isn’t:

“Will BTC break back above 80K today?”

It’s:

With these ongoing funds flowing into Crypto, who will they ultimately push up?

BTC is responsible for stabilizing the market.

ETH is steadily absorbing institutional capital.

And if liquidity continues to spread, BNB and other major assets may also become key things to watch in the next phase.

The most interesting state of this market right now is:

PRICE is hesitating.

But MONEY is still entering.

When price and fund flows show this kind of divergence—

it’s often worth taking a second look.

👇 If you can only choose one, who do you think will break through first in the next phase?

BTC / ETH / BNB?

#BTC #ETH #BNB
远方1688BNB
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Good fortune in the ninth month of the human world!
#DCA BTC DCA SoL DCA BNB to earn 10 million
白鲨观点
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This morning I checked the market: BTC broke below 77,000, and liquidations across the whole network are almost 240 million yuan—about 80% of them are long positions. Then look at the ETF data: BlackRock’s IBIT bought another 1,400+ BTC, net inflow of over $100 million.

Prices are falling, while institutions are buying. Every time this kind of divergence shows up, the comments section splits into two camps:

One side says, “Institutions are coming in—quick, buy the dip.” The other side says, “Institutions are buying ETF shares, not pulling the spot price directly. Don’t get fooled.”

Both sides have points, but neither quite gets to the core.

What’s really worth thinking about is: why is the market dropping like this, yet institutions keep moving money in?

The answer may not be inside the crypto market, but outside it. Over the past few days, global bond markets have been selling off. U.S. Treasury yields have surged to 4.8%, and Japanese government bond yields hit their highest level in 96 years. The cost of capital for traditional finance is getting more expensive—the money is no longer cheap.

That sounds bearish—higher funding costs mean risk assets will face pressure. And yes, in the short term, it really is pressure. But think about it from another angle: when the operating costs of the traditional financial system keep rising, capital will look for places with lower friction and higher efficiency.

Why have stablecoins been so hot lately? Because 21 banks joined forces to launch their own stablecoin. It’s not because they suddenly believe in decentralization—it’s because they’ve realized that the cost of on-chain settlement is far cheaper than traditional clearing systems.

So the situation right now is rather delicate: short-term macro factors are weighing on prices, while long-term structural capital is positioning. What you see is the candlestick chart falling; what you can’t see is the underlying infrastructure changing.

As for what to do in the short term? Honestly, it’s normal for the 77,000 level to wobble up and down. Geopolitical conflicts plus rate-hike expectations are dual headwinds—of course it wouldn’t drop only a little. But if you think the bull market is over just because it’s down for two days, or if you want to go all-in to catch the dip because it’s dropping, that might be a bit too impatient.

The market is never black and white. It’s more like a balance scale being repriced: one side is macro pressure, the other is structural opportunity. Which side you stand on determines what you do next.

One last thing: for today’s行情, don’t place random orders. First figure out whether you’re making a short-term trade or building a long-term trend. If you mix the two, you’ll get hit from both ends.

$BTC $ETH #行情分析📈 #币圈思考

自由1688
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The U.S. SEC is targeting “7x24-hour” round-the-clock trading—has traditional finance finally bowed to Crypto?
Hey guys who have been deeply cultivating Web3—something epic is quietly happening on Wall Street: a major rule change!

The U.S. Securities and Exchange Commission (SEC), led by Chairman Paul Atkins, is pushing forward two market initiatives that could have significant implications for cryptocurrencies. (Jesse Hamilton/CoinDesk)
According to the latest disclosed policy developments, the U.S. Securities and Exchange Commission (SEC) has just proposed a brand-new Transfer Agent rule and plans to hold events specifically to formally explore the feasibility of “24/7” trading in the U.S. market!
king Gulfam
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#BINANCEACADEMY.
Thankyou 👍🏻
My all 12 certificate form @Binance Academy
YOU CAN TRY IT'S
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$CHILLGUY

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阿波罗1111
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We have no fear—because from day one, LUCiC was destined to achieve greatness.
Keep pushing forward. The future belongs to those who stand shoulder to shoulder with us.
Every challenge is a stepping stone, and every moment drives us higher.
LUCiC’s best days are still ahead. Forward—let’s move on together!🚀✨
#LUCiC
Techno BNB
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Claim ✨ $PEPE ✨

#PEPE‏

#pepe

#pepe⚡
Mahi_玛希BNB
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Bullish
🔥 BNB is showing strength!

$BNB remains one of the tokens worth watching as market momentum builds. A clean breakout with strong volume could open the door for another bullish move. 📈

Keep an eye on BNB and volume before entering any trade. 👀
$BTC $ETH

1️⃣ **Follow MAHI BNB** ✅
2️⃣ **Like & Comment “BNB”** ✅
3️⃣ **Repost This Post** 🔄✅
4️⃣ **Stay Tuned for the Next Gift 🎁🧧** ✅

#bnb #BinanceSquareTalks #crypto #BNBChain #altcoins #Trading #cryptotrading #Bullish


🎙️ Investing in BNB regularly
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On August 27, according to encrypted KOL Kunlun Xing, Binance founder CZ attended an in-person book lovers meetup for 《Binance Life》 in Hong Kong. He set up a booth to sell books on site, actively chatted with customers who bought books, and said he accepts payments in Hong Kong dollars or RMB. Throughout the event, he stayed down-to-earth, interacted with readers at the venue, and responded with “Thank you for your patronage.” In addition, today CZ will attend the Bitcoin Asia 2026 conference, scheduled to hold an interview from 15:00 to 15:30 on the theme of 《The Bitcoin Century》.
On August 27, according to encrypted KOL Kunlun Xing, Binance founder CZ attended an in-person book lovers meetup for 《Binance Life》 in Hong Kong. He set up a booth to sell books on site, actively chatted with customers who bought books, and said he accepts payments in Hong Kong dollars or RMB. Throughout the event, he stayed down-to-earth, interacted with readers at the venue, and responded with “Thank you for your patronage.”
In addition, today CZ will attend the Bitcoin Asia 2026 conference, scheduled to hold an interview from 15:00 to 15:30 on the theme of 《The Bitcoin Century》.
Verified
Article
From “What AI Can Do” to “Who Will Foot the Bill”: Goldman Explains the Threefold Logic Behind Tech Stocks’ Ongoing PressureThe recent pullback in tech stocks is not the end of the AI narrative, but the market is undergoing a profound restructuring of its pricing logic. Nvidia once saw seven straight trading days of declines, weighing on the Nasdaq. Rich Privorotsky, head of the Goldman One-Delta trading desk, said this round of selling in tech stocks is hard to attribute to a single catalyst; rather, it is the combined result of triple pressures—credit market conditions, supply-chain expectations, and the policy environment. He warned that “the credit market is raising questions that the stock market had largely overlooked.” This repricing has already left clear marks at the valuation level. The Philadelphia Semiconductor Index’s 24-month forward P/E has narrowed from 21–22 times to roughly 15 times, and the range of possible outcomes is widening significantly. The core issue has also shifted—from “what AI can do” to “who will pay for it to run.”

From “What AI Can Do” to “Who Will Foot the Bill”: Goldman Explains the Threefold Logic Behind Tech Stocks’ Ongoing Pressure

The recent pullback in tech stocks is not the end of the AI narrative, but the market is undergoing a profound restructuring of its pricing logic.
Nvidia once saw seven straight trading days of declines, weighing on the Nasdaq. Rich Privorotsky, head of the Goldman One-Delta trading desk, said this round of selling in tech stocks is hard to attribute to a single catalyst; rather, it is the combined result of triple pressures—credit market conditions, supply-chain expectations, and the policy environment. He warned that “the credit market is raising questions that the stock market had largely overlooked.”
This repricing has already left clear marks at the valuation level. The Philadelphia Semiconductor Index’s 24-month forward P/E has narrowed from 21–22 times to roughly 15 times, and the range of possible outcomes is widening significantly. The core issue has also shifted—from “what AI can do” to “who will pay for it to run.”
NVDAUS+0.04%
AVGOUS+0.07%
QQQB-1.48%
Verified
Article
Supply chains turn into the front lineBessent launches an all-out economic offensive against Iran; AI devours global high-end storage output, and on the eve of Nvidia's earnings report, its own supply chain becomes the frontline of national security. 1|Bessent launches "Operation Economic Abandonment"; the final arguments of Iran's moderates are dismantled Bessent formally announced on Monday the secondary sanctions code-named "Operation Economic Abandonment". The measures cover five areas—digital assets, technology, gold, aviation, and shipping—adding nearly 60 individuals, entities, and vessels. Before the sanctions were published, the rial had already fallen below 2 million per 1 US dollar, a historic low. The Washington Post's assessment is that the heaviest move was actually delayed.

Supply chains turn into the front line

Bessent launches an all-out economic offensive against Iran; AI devours global high-end storage output, and on the eve of Nvidia's earnings report, its own supply chain becomes the frontline of national security.
1|Bessent launches "Operation Economic Abandonment"; the final arguments of Iran's moderates are dismantled
Bessent formally announced on Monday the secondary sanctions code-named "Operation Economic Abandonment". The measures cover five areas—digital assets, technology, gold, aviation, and shipping—adding nearly 60 individuals, entities, and vessels. Before the sanctions were published, the rial had already fallen below 2 million per 1 US dollar, a historic low. The Washington Post's assessment is that the heaviest move was actually delayed.
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