Tonight, let’s put a few signals from September together and take a clear look at the conclusion: this is not a time to guess the bottom—it’s a time to set discipline.
First, let’s inventory the notable things worth remembering this week.
One is that Liquid was stolen of $320 million. Anchor assets were effectively “minted” through without authorization, and the attacker claimed to be a white hat. After returning 85%, they still left behind about $47 million. Two is that Cronos suffered a rollback due to a lending attack—on-chain “immutability” has been actively broken once. Three is that net inflows into the XRP ETF in a single day overtook BTC and ETH, with funds shifting toward the asset narrative that is “most clearly backed by regulation.” Four is that the greed index is still above 70, but the price has ground down from 78K to 76K. This suggests this round of decline isn’t an emotional collapse—funds are voluntarily withdrawing in the face of macro data.
Looking ahead, the FOMC meets next Tuesday and Wednesday, with the decision expected in Beijing time on 9/17. After CPI and PPI have repeatedly come in above expectations, the market has already been betting on persistence. My view: in September, there’s likely no rate hike—but if Powell is firm just once, risk assets will likely shake again.
As the founder of FuturaKey, I’ve set three rules for myself, and I’m sharing them with you:
First, don’t add positions or try to bottom-fish before the decision is released. Keep your “ammo” and let the market choose the answer first.
Second, go back through the security audit checklist for the projects you’re working on. The density of attacks this month shows: the market can wait; code can’t.
Third, a weak market is a window for polishing tools. Needs like on-chain monitoring and alerts for abnormal minting are increasing—this is exactly why I keep building security-focused products.
One last blunt truth: the market isn’t short of opportunities—it’s short of people who still have ammunition when opportunities arrive.
How many percent of your position are you in right now? Let’s discuss in the comments.
The above are only my personal observations and do not constitute investment advice.
#BTC #FOMC #Web3 #链上安全 #FuturaKey
First, let’s inventory the notable things worth remembering this week.
One is that Liquid was stolen of $320 million. Anchor assets were effectively “minted” through without authorization, and the attacker claimed to be a white hat. After returning 85%, they still left behind about $47 million. Two is that Cronos suffered a rollback due to a lending attack—on-chain “immutability” has been actively broken once. Three is that net inflows into the XRP ETF in a single day overtook BTC and ETH, with funds shifting toward the asset narrative that is “most clearly backed by regulation.” Four is that the greed index is still above 70, but the price has ground down from 78K to 76K. This suggests this round of decline isn’t an emotional collapse—funds are voluntarily withdrawing in the face of macro data.
Looking ahead, the FOMC meets next Tuesday and Wednesday, with the decision expected in Beijing time on 9/17. After CPI and PPI have repeatedly come in above expectations, the market has already been betting on persistence. My view: in September, there’s likely no rate hike—but if Powell is firm just once, risk assets will likely shake again.
As the founder of FuturaKey, I’ve set three rules for myself, and I’m sharing them with you:
First, don’t add positions or try to bottom-fish before the decision is released. Keep your “ammo” and let the market choose the answer first.
Second, go back through the security audit checklist for the projects you’re working on. The density of attacks this month shows: the market can wait; code can’t.
Third, a weak market is a window for polishing tools. Needs like on-chain monitoring and alerts for abnormal minting are increasing—this is exactly why I keep building security-focused products.
One last blunt truth: the market isn’t short of opportunities—it’s short of people who still have ammunition when opportunities arrive.
How many percent of your position are you in right now? Let’s discuss in the comments.
The above are only my personal observations and do not constitute investment advice.
#BTC #FOMC #Web3 #链上安全 #FuturaKey
