Don’t just watch Nvidia—AI’s “landlords” are quietly collecting rent
Everyone’s watching the AI market, their eyes glued to Nvidia, Microsoft, and OpenAI: the moment Jensen Huang shows up in a leather jacket, the U.S. stocks act like they’ve been injected with adrenaline; when Sam Altman says, “Next year will be even more intense,” analysts change their earnings forecasts overnight. But if you really think the future of AI is just “a few big players in California closing the door to make chips, training models, and conveniently ruling the world,” then it’s a bit like thinking you only need to buy a pot to open a hotpot restaurant—yes, the pot matters, but without electricity, without gas, without a shop, without drainage pipes, what you cook isn’t hotpot; it’s a fire-drill.
Big pancake (BTC), and second pancake (ETH) as well: the overall direction is still more bullish.
First, let’s talk about BTC. Big pancake has now entered a very critical position. After the breakout earlier, the price is currently consolidating around 86K. The main resistance zone to watch above is 87K—88K. If it can continue to break out here with increased volume, the next step for the market will start looking at the 90K—92K area. Right now, many analysts also view 90K as the next important test for this leg of the uptrend. So I won’t start guessing the top just because BTC has already risen a lot. What strong markets fear most is getting short halfway through. On the downside, I mainly want to see whether 85K can hold. As long as after a pullback it can still stand back above, then the current upward structure hasn’t been broken. If there is a short-term shakeout, I would actually first observe the support rather than immediately assume the trend is over.
ETH is the same today. Second pancake is currently trading above 2700, and the short term has already entered the pressure area we’ve been watching. Right now the key is: Can 2700 turn into support, and can 2800 be broken through? If ETH can effectively break above 2800, and after breaking out it doesn’t immediately fall back, then the market will next continue to look toward around 3000. However, at 2800 I will still anticipate a possible shakeout. Because the closer the price gets to a major resistance level, profit-taking and shorts will both start increasing. So my approach isn’t to chase the rally, but rather: Hold above 2700 → break above 2800 → then look at 3000. If the push higher fails, wait for the pullback to confirm. $BTC $ETH
“How is the ‘Yellow V’ forged?—All the Secret Tips for Growing Followers Unveiled”
1. Go to the Binance home page, click More, then click News/Information, then click the Square, click the user icon at the bottom-right, click the hexagon button at the top-right, click the third reply control, and set it to allow replies only from my followers.
2. Go to the Square and find the streamer below: find help from Bonnie—beautiful, kind-hearted, and sings sweetly. Go to her live room and let her teach you how to grow followers. You’ll need to learn these skills in the Bonnie live broadcast: post a Square红包 (red envelope) sticker, and send红包 in the live room. Once you’ve learned, send红包 in Bonnie’s live room and exchange/forward红包 posts with the big V who come to the live room.
3. Growing followers has no tricks—just keep going to the live room every day to grow followers.
(PS: At the moment, some excellent streamers in various categories include: 钞机八蛋, 帮帮Bonnie, 大丽7613, 周周1688, 520龙行天下, Hawk自由哥, 静静Amily, 奋斗Hustle1688, Anna-汤圆, K大宝, 慢就是快Mike, 币盈Anna, 英鸿³³₇, 晚风Vesper_1688, oO小蝦米對抗大鯨魚Oo神話MUA, 听澜321, 路飞社区糖宝Luffy, 超人不会飞2020, 静姐6888, Elena神话MUA)
(Once again PS: Everyone can go take a look—enter the corresponding live room as needed. The streamers’ rankings are not in any order, and they are not sorted by number of strokes.)
$DOGE Million is hard to buy back with a golden price; due to rate-hike negative news affecting the sentiment, the market plummeted. I think it’s an opportunity to take back the spot that was sold out at high levels, then open a 0.5x leverage position and hold onto it!
Through trials and hardships, refine your character; in times of smooth sailing, remain vigilant. Be not conceited, and be not slack. Temper your mind through hardships, stay alert in good times. No conceit, no slackness. #AI股持续上涨还有哪些投资机会 #ZEC突破1600美元创新高 @Dream Spicer 梦想家
$DOGE Million is hard to buy back with a golden price; due to rate-hike negative news affecting the sentiment, the market plummeted. I think it’s an opportunity to take back the spot that was sold out at high levels, then open a 0.5x leverage position and hold onto it!
Following BTC’s movements, the price is oscillating. The current price is around $767. Recently, attempts to break higher met resistance and pulled back. The amount of capital is taking a wait-and-see stance, and the market direction depends heavily on the broader market’s BTC.
🔍 Key catalysts ✅ Positive: BNB Chain’s RWA ecosystem activity remains strong. Ongoing periodic token burns continue to gradually reduce circulating supply. As a platform token, it also benefits from exchange trading fees and demand from ecosystem applications, providing underlying support. ❌ Negative: Volatility in the broader BTC market weighs on performance. Sell pressure is concentrated around the $770 area, and there is insufficient momentum for a near-term push higher. Macroeconomic interest-rate expectations add uncertainty, and market risk appetite can shift quickly.
📊 Technical levels ▫️ Support: $745–$735. As long as this range holds, the market is likely to remain in a sideways-to-choppy pattern. ▫️ Resistance: $770–$785. Only with a breakout on higher volume is there a chance to open up further upside space.
💡 Intraday outlook Primarily driven by BTC correlation, with a relatively weaker independent trend. The $770 level has been tested repeatedly; in the short term, prioritize range-bound oscillation rather than chasing upwards blindly. If the broader market experiences a quick pullback, BNB’s retracement may accelerate—be mindful of position risk.
🧧 No need to envy the brilliance of others—everyone has hardships they don’t talk about. Accept your own ordinariness, steady your mind, and take each day right in front of you seriously. $BTC
Just took a look at $ETH , and my first reaction was:
That’s a hard hit—really brutal.
Highest 2789, lowest directly smashed down to 2635, and within 24 hours it’s close to -3%.
In one night, over 150 bucks just vanished.
But the even more wild part is:
OI dropped from 2.31M ETH to 2.297M ETH, and leverage has been steadily pulling back; Top Trader’s positioning is still 60.6% long-leaning, and the funding rate is only around 0.005%.
So it’s like the price is getting smashed, and people are running—but it hasn’t reached that stage where the whole crowd is completely going crazy short.
ETH is one of those coins that’s especially punchable right now:
When it’s up, people say it’s too expensive, when it drops, they start panicking again, and when it finally pulls back, the whole internet starts asking, “Is it still a good time to get in?”
What I care about most right now isn’t how much it will drop.
It’s: in this round, how many people will get shaken out 😂
☀️🧧🧧🧧Keep your focus and you can cross the cycle📊 The market rises and falls—don’t let short-term fluctuations stir your emotions🕊️ Learn to slow down and observe; refine your understanding while you lie low✨ Don’t rush to achieve success, don’t blindly follow the crowd—keep your own pace💎 All the accumulation will eventually turn into the confidence to move forward💫
With a little light in your heart, move steadily ahead🌿 #AI股持续上涨还有哪些投资机会 #交易 #1688 family
“How is the ‘Yellow V’ forged?—All the Secret Tips for Growing Followers Unveiled”
1. Go to the Binance home page, click More, then click News/Information, then click the Square, click the user icon at the bottom-right, click the hexagon button at the top-right, click the third reply control, and set it to allow replies only from my followers.
2. Go to the Square and find the streamer below: find help from Bonnie—beautiful, kind-hearted, and sings sweetly. Go to her live room and let her teach you how to grow followers. You’ll need to learn these skills in the Bonnie live broadcast: post a Square红包 (red envelope) sticker, and send红包 in the live room. Once you’ve learned, send红包 in Bonnie’s live room and exchange/forward红包 posts with the big V who come to the live room.
3. Growing followers has no tricks—just keep going to the live room every day to grow followers.
(PS: At the moment, some excellent streamers in various categories include: 钞机八蛋, 帮帮Bonnie, 大丽7613, 周周1688, 520龙行天下, Hawk自由哥, 静静Amily, 奋斗Hustle1688, Anna-汤圆, K大宝, 慢就是快Mike, 币盈Anna, 英鸿³³₇, 晚风Vesper_1688, oO小蝦米對抗大鯨魚Oo神話MUA, 听澜321, 路飞社区糖宝Luffy, 超人不会飞2020, 静姐6888, Elena神话MUA)
(Once again PS: Everyone can go take a look—enter the corresponding live room as needed. The streamers’ rankings are not in any order, and they are not sorted by number of strokes.)
🧧🎁🌹🧧🎁🌹 September 23: On-chain giant whale holdings and chip (position) structure
Exchange spot holdings fall to a low level: The amount of BTC spot reserves held by exchanges continues to decline, and liquidity supply (Liquid Supply) tightens further, forming a typical “Supply Squeeze.”
Long-term holders (LTH) remain firmly locked: “Long-term holder” addresses holding for more than 1 year showed no large-scale profit-taking sell-off during the breakout of $87,000, with chips/holdings remaining extremely concentrated.
Chips concentrate toward large holders: The number of whale addresses holding 1,000 BTC or more shows net growth, and chips are accelerating in their shift from retail traders and short-term leveraged traders toward institutional custody accounts and on-chain giant whales.
Follow me—comment to answer 1 and take away the $SOL red envelope! 🧧🎁🌹🧧🎁🌹
🌿Let your true self settle, patiently wait for the right moment, and calmly set out for every journey📊 Fluctuations in the market are normal—keep your inner rhythm steady, without panic or haste🕊️ Stick to your own pace, filter out the noise around you, and slowly build strength✨ Time will not fail those who persist with a focused heart💎
The road ahead is long—keep loving what you do, and move forward freely☀️
Today’s Crypto Market Update: Strong PMI Data Sends Bitcoin Back Down, but Institutional Resolve Remains
According to the latest market news, during September 23–24, unexpectedly strong U.S. PMI data boosted expectations that the Federal Reserve will keep tightening policy for longer. Combined with uncertainties such as developments in U.S.–Iran relations, both U.S. stocks and cryptocurrencies faced downward pressure in tandem. Bitcoin briefly fell below $85,000, with a roughly 2% drop over 24 hours. It is currently trading around $84,000. Earlier, in the prior week, it had rebounded strongly from the lows—up more than 14%—and even reached a range around $87,000, while the total market capitalization also returned above $3 trillion.
Meanwhile, an institutional survey shows that among 15 major investors, none reduced holdings during the roughly 50% drawdown from late 2025 to April 2026; some even added positions, indicating that the long-term allocation thesis has not wavered.
My view: A short-term pullback is normal. When macro data turns stronger and rate expectations change, risk assets are often sold first—and cryptocurrencies are even more sensitive. However, this move—rebounding from above $70,000 to nearly $87,000—has been supported by continued ETF inflows, stable institutional holdings, and tangible cooperation such as Binance’s $100 million investment in Circle. This suggests the market is no longer driven purely by speculation.
What’s really worth watching isn’t how much it fell today, but the “ability to hold through a 50% retracement without leaving” shown by institutions. As long as macro conditions don’t deteriorate completely, this kind of dip may actually serve as fuel for further upside. Personally, I remain bullish on Bitcoin’s institutionalization in the medium to long term. For now, short-term volatility can be seen as market “washing”—don’t be scared into getting off the train.
(These are my personal opinions only and do not constitute investment advice. The market carries risk; enter with caution.)