大仁Jaron
132 Posts
大仁Jaron
Square Verified+Wb3项目投研｜AI研究生｜推特X: @Jaron2277
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3.6 Years
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大仁Jaron
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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.
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.
大仁Jaron
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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.
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.
大仁Jaron
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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.
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.
大仁Jaron
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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.
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.
Hawk自由哥
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Is Hawk’s code safe? Is there a risk of a rug pull or sell-off? How strong is the technical team… With multiple questions on your mind? Hawk will answer them all for you ✅
1️⃣ Is Hawk’s code security guaranteed?
For every partner who cares about digital asset security, the reliability and transparency of code are always the top priorities. Hawk is built from the technical foundation to construct an ultra-reassuring protection system: it completely eliminates all centralized permissions, does not deploy proxy contracts, and has no hidden control logic—truly achieving full transparency and traceability at the code level.
Its liquidity pool has already been permanently locked, meaning neither individuals nor project teams can make any changes to the contract. This safeguards the freedom and stability of the trading ecosystem, enabling true on-chain decentralization.
For every partner who cares about digital asset security, the reliability and transparency of code are always the top priorities. Hawk is built from the technical foundation to construct an ultra-reassuring protection system: it completely eliminates all centralized permissions, does not deploy proxy contracts, and has no hidden control logic—truly achieving full transparency and traceability at the code level.
Its liquidity pool has already been permanently locked, meaning neither individuals nor project teams can make any changes to the contract. This safeguards the freedom and stability of the trading ecosystem, enabling true on-chain decentralization.
橙子Joyce
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Underestimated Risks in the U.S. Midterm Elections?
The market is seriously underestimating the risk that the results of the U.S. midterm elections could be challenged, triggering political and legal disputes. At the same time, hedging costs on Wall Street have fallen to their lowest level of the year, and the implied volatility of S&P 500 put options for November has dropped below 15%, creating a low-cost window to buy protection early.
The probability that the election results could be disputed, or even spark political turmoil, is being severely underestimated by the market, and current pricing in the options market does not fully reflect this tail risk.
As the market calmed in August, the implied volatility of S&P 500 put options has fallen significantly from its July highs. The calmer the market, the cheaper protection becomes; but once election risk is truly priced into assets, volatility could rise rapidly, and the cost of hedging at that point would increase markedly.
The core logic is built on the current polling situation. Polls generally show Trump’s approval rating slipping, Democrats likely to regain control of the House, and Republicans expected to keep their Senate majority.
What the market is truly overlooking is not the election result itself, but the political and legal disputes that could emerge if the result is challenged. If the final outcome is unfavorable to Trump, the market is severely underestimating the likelihood that Trump would react strongly and challenge results in certain districts.
In that scenario, Trump may launch legal challenges to every “contested” district, delaying the certification process and triggering a wave of media coverage around disputes such as “what happens next” and claims that the election was “stolen.”
This political uncertainty could ultimately spill over into financial markets and drive volatility sharply higher. For markets, the most dangerous outcome is not necessarily that one side wins, but that the election result remains unconfirmed for an extended period, creating persistent uncertainty.
The market is seriously underestimating the risk that the results of the U.S. midterm elections could be challenged, triggering political and legal disputes. At the same time, hedging costs on Wall Street have fallen to their lowest level of the year, and the implied volatility of S&P 500 put options for November has dropped below 15%, creating a low-cost window to buy protection early.
The probability that the election results could be disputed, or even spark political turmoil, is being severely underestimated by the market, and current pricing in the options market does not fully reflect this tail risk.
As the market calmed in August, the implied volatility of S&P 500 put options has fallen significantly from its July highs. The calmer the market, the cheaper protection becomes; but once election risk is truly priced into assets, volatility could rise rapidly, and the cost of hedging at that point would increase markedly.
The core logic is built on the current polling situation. Polls generally show Trump’s approval rating slipping, Democrats likely to regain control of the House, and Republicans expected to keep their Senate majority.
What the market is truly overlooking is not the election result itself, but the political and legal disputes that could emerge if the result is challenged. If the final outcome is unfavorable to Trump, the market is severely underestimating the likelihood that Trump would react strongly and challenge results in certain districts.
In that scenario, Trump may launch legal challenges to every “contested” district, delaying the certification process and triggering a wave of media coverage around disputes such as “what happens next” and claims that the election was “stolen.”
This political uncertainty could ultimately spill over into financial markets and drive volatility sharply higher. For markets, the most dangerous outcome is not necessarily that one side wins, but that the election result remains unconfirmed for an extended period, creating persistent uncertainty.
叮噹-Doraemon
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Jensen Huang Says AI Is “National Infrastructure” at the G20—Has NVIDIA’s Guidance Been Raised Again?
$NVIDIA (NVDA.US)$ surged more than 8% in a single day after its earnings release, but it has not been able to sustain the strong rally in recent trading; signs of range-bound consolidation have appeared near recent highs.
Recently, JPMorgan cited statements by NVIDIA management at a recent institutional investors meeting: the framework projecting a 70% year-over-year growth in fiscal 2028 is a conservative estimate under the current capacity-constrained scenario, not the true upper limit of demand. If advanced wafer and HBM supply are sufficient, actual growth could have the potential to break 100%. The core significance of this statement is that it converts the long-term pricing uncertainty on the demand side into a solvable supply-side constraint. At the same time, CEO Jensen Huang announced at the G20 summit that “NVIDIA will invest nearly $1 trillion in U.S. infrastructure this year,” and in a conversation with the U.S. Secretary of Commerce, characterized AI determinism as “national infrastructure on par with hydropower.” The rigidity and sustainability of AI computing power demand have been repriced. On September 2, NVIDIA responded with a 3.21% rise.
Recently, JPMorgan cited statements by NVIDIA management at a recent institutional investors meeting: the framework projecting a 70% year-over-year growth in fiscal 2028 is a conservative estimate under the current capacity-constrained scenario, not the true upper limit of demand. If advanced wafer and HBM supply are sufficient, actual growth could have the potential to break 100%. The core significance of this statement is that it converts the long-term pricing uncertainty on the demand side into a solvable supply-side constraint. At the same time, CEO Jensen Huang announced at the G20 summit that “NVIDIA will invest nearly $1 trillion in U.S. infrastructure this year,” and in a conversation with the U.S. Secretary of Commerce, characterized AI determinism as “national infrastructure on par with hydropower.” The rigidity and sustainability of AI computing power demand have been repriced. On September 2, NVIDIA responded with a 3.21% rise.
晚风Vesper_1688
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🌙As night falls and dusk gently washes over, set aside the day’s noise and distractions of the market🍃
Market ups and downs are simply the norm📊,
There is no need to dwell on today’s gains, losses, regrets, or misses🕯️.
The practice of trading lies half in understanding, and half in knowing when to let go✨.
Release the emotional strain built up during the session, and calmly review the market to organize your thoughts💎.
Refine your mindset, protect your positions, and wait patiently for the next wave of market movement to arrive quietly🌌.
May all fellow travelers lay down their fatigue, find peace within, and move forward with composure🕊️.
#交易心理
#美国初请失业金人数升至20.6万
#1688家族family
Market ups and downs are simply the norm📊,
There is no need to dwell on today’s gains, losses, regrets, or misses🕯️.
The practice of trading lies half in understanding, and half in knowing when to let go✨.
Release the emotional strain built up during the session, and calmly review the market to organize your thoughts💎.
Refine your mindset, protect your positions, and wait patiently for the next wave of market movement to arrive quietly🌌.
May all fellow travelers lay down their fatigue, find peace within, and move forward with composure🕊️.
#交易心理
#美国初请失业金人数升至20.6万
#1688家族family
VIRUS小玉儿
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🧧🧧🧧🧧🧧🧧🧧——————————————A group of outstanding people, working together on one thing, even if that thing is not very great, will make it great!
佑子Pomelo
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Market ups and downs are all part of the norm; there is no need to let temporary gains or losses disturb your inner calm. In the market, victory never comes overnight. Stay focused and refine your understanding, protect your principal as the foundation, and refuse to blindly follow the crowd.
Stay firm within, without anxiety or impatience. Be able to wait, and be ready to seize opportunities. The road ahead is long, and only by moving steadily can you go far. May every bit of accumulation bring returns, may your account rise steadily, and may you remain composed through gains and losses, finding value in every step you take 💰
Stay firm within, without anxiety or impatience. Be able to wait, and be ready to seize opportunities. The road ahead is long, and only by moving steadily can you go far. May every bit of accumulation bring returns, may your account rise steadily, and may you remain composed through gains and losses, finding value in every step you take 💰
路飞社区糖宝Luffy
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I’m going offline—treat myself $SOL , brothers and sisters. Remember to follow and collect the red envelope.
楠楠nannan势不可挡
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🧧🧧🧧🧧🧧
You don’t need to chase other people’s pace; everyone has their own time zone. Lower your expectations a little, and leave kindness for yourself. Peace and ease are the best.$币安人生
You don’t need to chase other people’s pace; everyone has their own time zone. Lower your expectations a little, and leave kindness for yourself. Peace and ease are the best.$币安人生
阿婧1688
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The sea breeze brushes your face, toss your troubles into the ocean, and reap overflowing brightness and joy. Follow 👉 me to claim a red envelope 🧧!
叮噹-Doraemon
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Behind the thousandfold star-coin stock MEME: AMC CEO attacks Robinhood’s illegal tokenized U.S. stocks and has involved securities lawyers
September 4, today’s widely soaring meme coin project MEME, a star-coin token that reportedly surged by a thousand times, is paired with a tokenized U.S. stock: AMC Entertainment (U.S. cinema company, stock code AMC), using the latter as the pool pairing. Earlier this morning, AMC’s CEO posted a criticism of Robinhood, saying Robinhood is promoting tokenized stocks, including AMC, that purportedly cover more than 190 companies, but these products have not been registered in accordance with U.S. securities laws. This is an unauthorized linkage to the AMC name and its underlying real shares. AMC has nothing to do with it and does not recognize it. The CEO also strongly condemned Robinhood’s actions as “disgusting, absurd, nauseating, despicable, unforgivable, and beneath contempt,” and said external securities attorneys have already been engaged to investigate.
饼哥HODLER
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This is a red envelope full of $BTC 🧧
Enter the code “888” in the comments section to unlock it 🎁
Enter the code “888” in the comments section to unlock it 🎁
周周1688
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🚀 September 4｜Crypto Market Snapshot
$BNB 🧧🧧
📰 Today’s Highlights
₿ BTC reclaims $81,000
Bitcoin is up about 4% over the past 24 hours, with a peak near $82,200, hitting a new high since May. ETH also breaks above $2,500, and market risk appetite has clearly rebounded.
🏦 BTC spot ETF sees over $730.9 million net inflow in a single day
On September 3, U.S. spot BTC ETFs recorded approximately +$730.9M net inflows, including IBIT at about +$454M. On the same day, ETH ETFs saw inflows of roughly +$141.4M. Institutional capital has once again become an important support for this upswing.
🇺🇸 Fed rate-cut expectations heat up again
Fed Governor Christopher Waller said that if future data continues to show inflation cooling, he is inclined to keep interest rates unchanged at the September meeting. Today, the market continues to await the U.S. NFP employment data; macro data may be the key factor behind BTC’s next breakout or pullback.
📈 Major Assets｜Last 24 Hours
BTC: +3.8%～4.3%｜≈ $81,100
ETH: +4.0%～4.4%｜≈ $2,510
SOL: +2.6%～3.2%｜≈ $104
BNB: ≈ $718–727
Global crypto market cap is around $2.8T. Fear & Greed Index rises to 73｜Greed.
🚀 What’s happening in the market?
Yesterday, BTC was testing the $76,350 support level; today, it has already reclaimed above $81K.
This rebound isn’t driven only by short-term trading:
ETF fund inflows back in + softer policy expectations from the Fed + short-seller liquidations—all three forces appeared at the same time.
Meanwhile, RWA and stablecoin infrastructure continue to expand. Dubai VARA and Securitize are advancing a regulated asset tokenization partnership, and traditional finance is continuously moving more real-world assets onto the blockchain.
⚡ Key Levels for Today
BTC $80,000
Turned back from resistance into an important short-term support.
BTC $82,000+
If it can hold steadily above this level, the market may continue to look for new upside room.
But there’s another variable today:
🇺🇸 U.S. NFP employment data.
If the data is too strong → rate-cut expectations may cool → risk assets may face pressure.
If the data is weaker → rate-cut expectations may heat up → BTC could keep challenging the highs.
🎯 One thing to remember today
Held $76K yesterday; regained $81K today.
ETF funds are flowing back, and institutional demand is recovering;
but before NFP is released, whether $81K is a real breakout or a false one still depends on what the market tells us.
The short-term market has returned to the Greed zone. The real test is whether BTC can turn $80K into a new support.
#1688家族family
$BNB 🧧🧧
📰 Today’s Highlights
₿ BTC reclaims $81,000
Bitcoin is up about 4% over the past 24 hours, with a peak near $82,200, hitting a new high since May. ETH also breaks above $2,500, and market risk appetite has clearly rebounded.
🏦 BTC spot ETF sees over $730.9 million net inflow in a single day
On September 3, U.S. spot BTC ETFs recorded approximately +$730.9M net inflows, including IBIT at about +$454M. On the same day, ETH ETFs saw inflows of roughly +$141.4M. Institutional capital has once again become an important support for this upswing.
🇺🇸 Fed rate-cut expectations heat up again
Fed Governor Christopher Waller said that if future data continues to show inflation cooling, he is inclined to keep interest rates unchanged at the September meeting. Today, the market continues to await the U.S. NFP employment data; macro data may be the key factor behind BTC’s next breakout or pullback.
📈 Major Assets｜Last 24 Hours
BTC: +3.8%～4.3%｜≈ $81,100
ETH: +4.0%～4.4%｜≈ $2,510
SOL: +2.6%～3.2%｜≈ $104
BNB: ≈ $718–727
Global crypto market cap is around $2.8T. Fear & Greed Index rises to 73｜Greed.
🚀 What’s happening in the market?
Yesterday, BTC was testing the $76,350 support level; today, it has already reclaimed above $81K.
This rebound isn’t driven only by short-term trading:
ETF fund inflows back in + softer policy expectations from the Fed + short-seller liquidations—all three forces appeared at the same time.
Meanwhile, RWA and stablecoin infrastructure continue to expand. Dubai VARA and Securitize are advancing a regulated asset tokenization partnership, and traditional finance is continuously moving more real-world assets onto the blockchain.
⚡ Key Levels for Today
BTC $80,000
Turned back from resistance into an important short-term support.
BTC $82,000+
If it can hold steadily above this level, the market may continue to look for new upside room.
But there’s another variable today:
🇺🇸 U.S. NFP employment data.
If the data is too strong → rate-cut expectations may cool → risk assets may face pressure.
If the data is weaker → rate-cut expectations may heat up → BTC could keep challenging the highs.
🎯 One thing to remember today
Held $76K yesterday; regained $81K today.
ETF funds are flowing back, and institutional demand is recovering;
but before NFP is released, whether $81K is a real breakout or a false one still depends on what the market tells us.
The short-term market has returned to the Greed zone. The real test is whether BTC can turn $80K into a new support.
#1688家族family
Jay_bnb
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$BTC broke through 80,000
bull run—so happy!
send out 888 U红包
Reply in the comments section to get 888.
bull run—so happy!
send out 888 U红包
Reply in the comments section to get 888.
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