🇨🇳 September 18|Crypto Market Brief$BNB🧧 🔥 Regulatory Risk-On: The SEC acts, BTC returns above $77K The Fed and the Bank of Japan tightened policy in succession this week, but the Crypto market turns green today instead. BTC has reclaimed $77K, SOL breaks through $105, and DeFi, RWA, and some L2s clearly outperform the broader market. 🏛 SEC: Tokenized Stocks receive a 5-year “innovation exemption” The SEC introduces an Innovation Exemption, allowing qualifying Tokenized Securities Venues to trade a portion of tokenized NMS stocks in a permissioned environment via AMMs and liquidity pools. Key conditions: • Must represent real stock ownership interests • Includes shareholder rights such as dividends and voting • Synthetic Stocks are not covered • Issuers can raise objections before listing • Trading volume, trading instruments, and transparency are restricted This isn’t a complete overhaul of market-structure legislation, but it means stock trading is truly starting to move On-Chain. ⚡ CFTC simultaneously eases DeFi software restrictions Yesterday, the CFTC expanded its No-Action scope: qualifying “Passive Software” providers, including some DeFi interfaces and self-custody wallet software, may avoid enforcement for having to register as an Introducing Broker for related activities, provided certain conditions are met—such as not custodying users’ assets. The two regulatory actions appeared almost at the same time. CLARITY is holding things up, but the On-Chain market isn’t stopping. 🏦 S&P Global to acquire OpenZeppelin S&P Global announced the acquisition of OpenZeppelin. OpenZeppelin’s smart contract infrastructure has supported transfers worth more than $37T in total, completed 900+ security projects, and uncovered 10,000+ potential vulnerabilities. Traditional finance isn’t just buying Crypto assets, but the security infrastructure of the On-Chain market itself. 🇯🇵 Bank of Japan: Rate hike to 1.25% The BOJ raised interest rates by 25 bps to 1.25%, the highest level since 1995. But the yen actually weakened instead, with no obvious reversal of the carry trade in the market for now. Meanwhile, BTC is back above $77K. 📈 ETF finally sees inflows On September 17, U.S. spot BTC ETFs recorded net inflows of about $159M, ending two straight days of large outflows. The prior two days saw cumulative outflows of about $746M, so what’s happening now looks more like funds are trying again to step in and absorb supply, rather than the trend having fully reversed. 🎯 What really changed today isn’t the interest rate—it’s “where the market is trading.” The Fed raised rates, so did the BOJ, #1688家族family
In the martial world, you’re never afraid of the winds rising—you’re afraid you can’t see which way the wind is blowing. This Fed rate hike has hung over the market for a long time. Panic spreads, and positions are tossed back and forth. But every seasoned hand knows this saying: when bad news hits the ground, it becomes a turning point. As the noise fades and the fog clears, the waves wash away the dross—opportunity is only left for those who can stay calm and understand the cycle. The updraft is coming—get ready to set out. Are you seated and ready? #LUCIC
Personally, I feel this round of bear market may have basically run its course. The market now looks more like it’s transitioning from a bear market to a bull market, based on the 2023行情.
There are now two very clear indicators: technicals and timing.
One is trend. The BTC weekly MA5 has already moved back above the MA25. To me, this is a pretty obvious change.
The other is time. If we count it, this bear market has already lasted close to a year. Of course, I don’t think that means it must reverse just because the cycle has played out for a year. In crypto, cycles have never been a precise clock. History can only be used for reference—it can’t be applied directly as a template.
Besides, this market already shows quite a few things that are different from the past. For example, the rapid sell-off in October last year, and this year’s rally in August—both are relatively rare situations in previous cycles. So we can’t blindly cling to old patterns. The only thing that never changes in the world is that everything keeps changing, and we need to keep up with those changes.
So if you keep waiting for a bottom where all indicators are confirmed and the lowest point can be pinpointed precisely, you’ll easily end up realizing that by the time you’ve confirmed it, the market has already moved a long way forward. That’s exactly why I previously kept suggesting DCA—because no one can buy at the very bottom precisely.
So for most people, what’s less important right now is guessing where the lowest point is.
What matters more is whether the market has started transitioning from a bear-market structure into a bull-market structure. As for what I’ll do next, it’s simple: every pullback will be an opportunity. Unlike others who keep shouting that the bull market has ended every time it dips, I plan to update a new post to share my approach for friends who missed the move. If you’re interested, please like and comment. If there are enough people, I’ll update it.
Are you really suited to make a living by trading? Part Six
⑥ Finally, ask yourself one more question
Do you really spend a lot of time every day learning and analyzing?
Many people ask me:
“Why don’t I have results even after trading for a year?”
But if you dig in carefully:
How many hours do you actually spend learning every day?
Do you do a review afterward?
Do you keep a trading log?
Do you track your win rate, profit-to-loss ratio, and maximum drawdown?
Do you analyze what kinds of market conditions you are most likely to make mistakes in?
In the end, you’ll find that:
In fact, many people don’t really do it.
So some people say:
“I’m not good at trading, so trading isn’t for me.”
I think that conclusion was reached too quickly.
You should first ask yourself:
Have I really built a trading environment that suits me?
Have I really found a trading approach that fits my personality?
Have I really put in enough time to learn?
Have I systematically verified my method?
If these questions still haven’t been resolved,
then it’s time to say:
“Trading isn’t working.”
Actually, it’s still too early.
Finally, what I want to say is:
Many people understand “successful trading” as:
Finding a magical indicator.
But in reality, truly long-term, stable trading is more like a complete system:
your income structure +your lifestyle +your trading +your personality +a trading style that suits you +knowledge +risk management +mental resilience
As long as any one of these elements has been a problem for a long time,
it may eventually show up in your trading results.
So before asking:
“Can I get rich by trading?”
first ask yourself:
“Is my current life really already prepared for me to become a trader?”
This may be far more important than learning another indicator.
If you’re interested in trading, feel free to leave a comment in the comment section or join the chat room to exchange ideas and learn together and grow together! #Paradigm披露持有ZEC #Paradigm披露持有ZEC
🔥 FOMC delivered results, and the market shifted from “waiting for answers” to “digesting the answers” The Federal Reserve raised rates for the first time in three years by 25 basis points, bringing the federal funds rate to 3.75%–4.00%. BTC briefly fell to around $75.3K, then regained and moved back above $76K. 📉 ETFs: about $746M outflow over two days On September 15, spot BTC ETF net outflows were about $450M; on September 16, there was another outflow of about $296M. Together, the two-day total is nearly $746M—one of the largest consecutive outflow streaks recently. But this looks more like a concentrated reaction to blocked CLARITY momentum and the FOMC outcome, not simply a sign of long-term capital leaving. 🏛 US Regulation: the Senate and House head in different directions The CLARITY Act did not receive the 60 votes needed to advance in the Senate. Meanwhile, two related bills passed in the House committee: American Reserve Modernization Act: 28–21 Digital Asset Tax Certainty Act: 38–5 Market-structure legislation is temporarily stalled, but BTC reserves and the digital asset tax framework are still moving forward. ⚡ Circle Arc Mainnet officially goes live Circle launched an L1 Arc that uses USDC as gas, targeting sub-second finality. Institutions including BlackRock, Visa, Mastercard, DTCC, and ICE participate in validating nodes, while 100+ apps and institutional projects enter the ecosystem in parallel. 🟢 ZEC becomes today’s standout mover Zcash rose as much as about 18%–23%. The NU7 upgrade will reduce target block time from 75 seconds to 25 seconds while keeping the existing halving mechanism. 📊 Market Snapshot BTC ≈ $76.4K ETH ≈ $2.44K SOL ≈ $100 BNB ≈ $710+ XRP ≈ $1.29 🎯 Today’s key is not “whether rates will be raised,” but “what happens after the hike.” The 25bp increase is already in the books. Now the market is really watching the Dot Plot, the inflation path, and whether the remaining time through 2026 will still see tightening. BTC is still looking for direction within the $75K–$80K range. #1688家族family #蓝朋友1688 #CryptoWatchMay2024 #EthereumEFT #FOMC
This world isn’t about who’s faster $BNB 🧧 It’s about endurance and perseverance All the good things in this world are worth taking time to enjoy slowly #1688家族family
🚨🚀z$ Sep 16|Crypto Market Brief $BNB 🧧 🔥 Risk-Off: Two major catalysts land back-to-back The CLARITY Act stalled in the U.S. Senate last night at a procedural vote, and BTC briefly dipped below $75K. Today the market enters a true macro-wait mode: the FOMC rate decision + dot plot + Powell-style policy guidance. 📉 CLARITY Act: 49–50, failed to pass Cloture The Senate needs 60 votes; in the end, only 49 voted in favor and 50 against. This is not a final rejection of the bill—rather, it failed to move into the next review stage. Tillis proposed reconsideration, which means there is still procedural room; but in the short term, the regulatory catalyst has clearly cooled. 📊 ETF flows suddenly weaken On September 15, U.S. spot BTC ETFs saw net outflows of about $450M, ETH ETFs about $142M, totaling nearly $593M. Meanwhile, on September 14, BTC ETFs had net inflows of roughly $160M—more like a fast reversal than a multi-week, ongoing capital withdrawal. ⚡ Leverage gets quickly flushed Over the past 24 hours, about $571M+ in long positions were liquidated, with BTC and ETH longs each around $190M. The market had previously bet that CLARITY would keep progressing; once the vote result came out, leverage positions were quickly closed in the opposite direction. 🏦 FOMC: Today is the real big test The market is currently pricing in roughly a 93% probability of +25bp. If delivered, it would be the first rate hike since 2023. The 10Y U.S. Treasury yield is still around 5%, and oil prices plus inflation pressures are also keeping the market focused on the dot plot and the 2026–2028 rate path. 🟢 The only big structural highlight: Circle Arc Circle launched its Arc public mainnet today. This is an L1 built around USDC, stablecoin payments, and RWA, aiming for sub-second finality. Traditional financial institutions—including BlackRock, DTCC, Visa, Mastercard, and ICE—participate in the founding validation nodes. It’s more of a long-term infrastructure story than a short-term “rescue the market” catalyst today. 📌 Market Snapshot BTC ≈ $75.8K ETH ≈ $2.40K BNB ≈ $713 SOL ≈ $97 XRP ≈ $1.29 Market Cap ≈ $2.6T 🎯 Today there’s only one question: what will the Fed say. CLARITY has already provided the answer, ETF flows have already sent the signal, and now the market puts everything in the hands of the FOMC + Dot Plot + Powell. Regulatory expectations are fading; the macro answer will be revealed tonight. #1688家族family #蓝朋友1688俱乐部🌐 #Ethereum #FOMC
Finally breaking 100,000 followers 🚀🚀 Thank you, Binance Square Thank you to everyone who supports Zhouzhou, brothers and sisters Stay true to our hearts and minds; we walk together all the way Love you all 💗💗 #1688家族family @CZ @币安广场
Good morning💗 $BNB 🧧 The best way to live is to know how to accept its difficulties And to be grateful for the warmth that time has bestowed! #1688家族family
BTC is currently around $77.6K, still below the $80K key psychological level. ETH is about $2,515, BNB about $722, SOL about $101.
The market doesn’t show a clear direction; capital is waiting for several key events this week.
🏛 CLARITY Act: The verdict is tomorrow
The U.S. Senate is expected to hold a crucial procedural vote on the CLARITY Act on Sep 15.
This is not the final passage, but if cloture gets 60 votes, the bill will move forward.
More importantly, the Trump administration has agreed to adopt stricter provisions on crypto interest-conflict and ethics restrictions to win support from both parties.
For the entire U.S. digital asset regulatory framework, this could be the biggest policy catalyst this week.
📈 BTC ETF cools off, ETH shows stronger performance
Spot BTC ETFs ended the prior three-week streak of inflows, turning into roughly $463M in net outflows last week.
Meanwhile, ETH ETFs continue to show relatively stronger demand for inflows, with institutional capital becoming noticeably more differentiated.
BTC is still in the $76K–$80K range; clearer direction may only emerge after the FOMC.
🏦 Fed: Rate-hike expectations rise to ~87%
U.S. inflation remains elevated, and the Middle East situation has pushed up oil prices, further heating up market expectations for a Fed rate hike this week.
Goldman Sachs and JPMorgan currently both expect a 25-basis-point hike in September.
The FOMC decision on the 16th, along with Powell’s subsequent remarks, will directly impact the U.S. dollar, Treasury yields, and risk assets.
⚠️ Chainflip suffers an attack
Chainflip disclosed that issues with USDT transaction processing on the TRON network led to approximately 736,442 USDT being transferred out without authorization.
Of this, about 115,654 USDT has already been recovered.
Security issues in DeFi infrastructure have once again become a focus for the market.
🔥 Binance updates
Binance today launched CEA Industries (BNCB) bStock trading; Spot/Convert trading opens at 12:00 UTC.
At the same time, Binance has today stopped accepting deposits for certain AVA, GNS, and TOWNS on specified networks. Users need to confirm which deposit networks are available for the corresponding assets.
Everyone is saying: the September 15th “Clarity Bill” can’t pass. $BNB 🧧
The Republicans have 53 seats and need 60 votes. Stablecoin yield and officials’ conflicts of holding coins were not agreed on— It’s a failure, already priced into the market. But the real alpha is hidden in the opposite: The market is pricing in “it won’t pass,” but not “it will pass.” If, unexpectedly, it gets 60 votes 👉 BTC and ETH will instantly break through prior resistance, and a mid-term rebound confirmation will kick in; $CRCL will be revalued due to confirmed USDC regulatory certainty, and its short-term upside volatility will be even more explosive than BTC. This time, don’t bet that “it will definitely not pass.” You’re betting that—when everyone thinks it’s dead, it somehow passes. Clarity Bill procedural vote on September 15th! #1688家族family #清晰法案
🚀 September 11|Crypto Market Brief $BNB 🧧 📉 Before the CPI release, the market remains under pressure
BTC is currently around $77.2K, down about 1.7% over the past 24 hours; ETH around $2,441; SOL around $99.7; BNB has fallen back to around $707.8.
The market is waiting for today’s U.S. CPI data, while the Federal Reserve will hold its policy meeting on September 15–16.
Earlier-hot PPI, higher U.S. Treasury yields, and a rise in oil prices have all dampened risk appetite.
🧲 Pressure appears in Bitcoin ETF fund flows
After a period of strong institutional demand, spot BTC ETFs have recently seen renewed consecutive outflows, and BTC has also fallen back below $80K.
Now the market’s main question is simple:
Will CPI bring in fresh buying, or will it further confirm a risk-off trend?
🏛 Crypto regulation continues to advance
The SEC has approved Nasdaq Texas’s updated listing rules for commodity trusts, allowing qualifying commodity-linked trusts to allocate up to 15% of NAV to certain digital commodity-related assets, among others.
Meanwhile, the CLARITY Act remains a key focus. The U.S. Senate is expected to hold a crucial procedural vote on September 15.
🔥Major news! The US Senate releases a new 630-page version of the <CLARITY> Act; the key vote on September 15 is imminent! $BNB 🧧
It absorbs 114 amendments, aiming to establish the first comprehensive crypto regulatory framework in the United States!
💥Key focus: DeFi (decentralized finance protocols) is “singled out”! It must be registered with the CFTC and clarify that it applies to spot and cash digital commodity trading.
The “sword of Damocles” of crypto regulation is about to fall—what impact will it have on the market? 👇
🚀 September 10|Crypto Market Overview $BNB🧧 📰 Key Highlights Today 🔥 BTC holds near $78,000 as the market waits for CPI After a series of ranging sessions, BTC is still searching for direction around the $78K level. Macro pressure hasn’t disappeared: Brent has climbed back above $100/barrel, and U.S. Treasury yields are rising. The market continues to watch inflation and Federal Reserve policy. Tomorrow’s U.S. CPI will be the most important market catalyst this week. The market remains highly sensitive to the Fed’s policy path. 🛡️ Liquid Network: 3,400 BTC returned About 4,000 BTC were previously moved out abnormally from Liquid’s federation wallet, worth over $300M. The latest update is that approximately 3,400 BTC have been returned, with the remaining ~598 BTC still not recovered. Liquid is currently working on vulnerability patching and network restoration. What matters: this is not a breach of the Bitcoin mainnet—it’s an incident involving Liquid’s sidechain infrastructure. 💵 Tether launches $400M StableFund Tether and Fasanara Capital have launched StableFund with an initial size of $400M, with plans to attract up to $3B in additional institutional capital. Funds will be routed through a fintech platform into credit markets for small-and-medium enterprises and consumers, while USDT will serve as the cross-border settlement infrastructure. Stablecoins are gradually moving from being “trading tools” into the financing supply chain of the real economy. 🏦 Block applies for a U.S. national trust bank license Block, led by Jack Dorsey, has applied to the OCC to establish Builders Bank & Trust. In the future, it will mainly provide custody and trust services for digital assets such as Bitcoin and stablecoins. It will not take deposits or issue loans. The boundary between traditional finance and Crypto infrastructure is continuing to thin. 🦊 Consensys splits into MetaMask + Consensys MetaMask will become a standalone consumer finance platform, while the new Consensys will continue to handle Ethereum, Linea, and enterprise-grade blockchain infrastructure. One company splits into two directions: Consumer Finance ↔ Institutional Infrastructure This is actually more interesting than a simple corporate restructure—Crypto is evolving from a single product into a complete financial infrastructure. ⚡ Solana Transaction V1 goes live Solana will increase the maximum transaction size per transaction from: 1,232 → 4,096 bytes That’s about a 3.3x increase. More transaction space will support ZK Proofs, BLS signatures, large Multisig, and more complex atomic operations. …finding a breakthrough direction #1688家族family