Does this picture look like the crypto world? Paying a devastating price for that sweet temptation—so in the crypto world, the first thing to look at is safety, and only then profit. Making money isn’t easy. Without losing money, go and earn that reliable, secure kind of money 💰
BTC briefly broke above $82,000, and the market generally rebounded. The SEC approved a five-year exemption for tokenized stocks; the RWA narrative is heating up, with AVAX and NEAR leading the gains. Hong Kong has implemented its first compliant stablecoin issuance/redemption tokenized fund case. A rotation into altcoins begins to emerge, and regulatory moves and institutional participation are the focus.
26.09.22 light rain Yesterday BTC broke above 86,000 again, reached around 87,300 in the early hours, with a gain of over 7%. US spot BTC ETFs saw roughly $433M in net inflows with money staying put; Strategy also bought about 950 BTC. This strong breakout—driven by liquidations on the short side, heightened short-term market enthusiasm, and the renewed return of ETF capital—means the next focus is whether ETF inflows will continue, and whether the price can hold above 86,000. Recent strategy: ① Pressure zone above 86,800–87,600. Don’t chase longs; you can short temporarily, then look for a long after a pullback. ② 84,600–85,500 pullback zone. Pay close attention and wait for confirmation. ③ 83,600–84,200: relatively strong support. You can try a long position with a small size. ④ 80,600–81,300. If it breaks 82,500, and then pulls back to this zone, it’s a support level on a higher time frame and also a potential trend reversal point—be cautious, cautious, and even more cautious. ⑤ If 80,000 breaks, it suggests longs are weakening and the structure is weakening as well, with the possibility that shorts take control. #比特币突破8.5万美元
The Clarity Act was rejected, but the SEC opened an even bigger door for Bitcoin? Just last Wednesday, after Congress flat-out rejected Clarity, the SEC suddenly made a move and rolled out a five-year “innovation exemption,” allowing eligible platforms to truly move U.S. exchange-listed stocks like Apple and Nvidia onto the blockchain for trading—including dividends and voting rights. In other words, whether the Clarity Act passes or not doesn’t matter. I’ll just treat it as if it passed—because the SEC says so! Look at this—this is official, national-level backing, and the market has already answered immediately: Bitcoin is back above $80,000, rising more than 5% at one point during the day. Crypto-related stocks rebounded in sync. Add the recent positive developments from a U.S.-China meeting, and the trend immediately starts to reverse. Bitcoin then quickly tests the major double-top resistance again around $82,000. What’s even more interesting is that before the SEC’s announcement, the always-stubborn JPMorgan quietly flipped its stance. It said: Bitcoin ETFs are currently still weighed down by a whole bunch of shorts and hedging positions. Once those positions ease and begin to unwind, Bitcoin’s upside momentum could even be more ferocious than gold. So the situation right now is this: Congressional legislation can’t get through for the time being, so the SEC and CFTC will push forward using their regulatory authority instead—and the end result is the same! On top of that, Clairty will also review the decision again in a few months. By then, the crypto market will definitely catch another wave of heat—could we be talking about a 10,000-point surge?
【Live Preview|Butterfly C President ➕ Top 100 Community Building】 🦋 Special live stream starts every day✨ ⏰ Time: 15:00—17:30 (afternoon) 📍 Live room: Evening Breeze Vesper_1688 (Binance live room)
📈 In a choppy market, Butterfly C President continues to pursue extreme deflation and real token burns, moving forward steadily through community consensus 💪 📊 Key topics of the live stream: interpreting deflation data, alliance planning, track upgrades, and long-term ecosystem value 🌱. You’re welcome to join on time, and wait together for the cycle to bloom 🦋🌟
Institutions can now borrow money using large pancakes (BTC) without having to sell. Circle launched a new service today: institutions can use Bitcoin as collateral to borrow $USDC . The process isn’t complicated—first convert BTC into its own cirBTC (1:1 wrapped), then stake it as collateral. The loan goes through lending protocols like Morpho, and afterward it will be connected to Aave. Custody is handled by Circle National Trust, and the chain used is its own $ARC plus Ethereum. My first reaction: this is basically opening another door for institutions that don’t want to sell their coins. Previously, if they needed cash, they had to sell; now they can pledge the coins and borrow instead. Pair that with today’s BTC price crossing 85,000 and everyone scrambling to buy—it’s a pretty delicate timing. #Circle推出机构比特币抵押借贷
🧧🎁🌹🧧🎁🌹 Xiaomo is bullish on a Bitcoin short-squeeze scenario: In its latest report, JPMorgan Chase noted that BlackRock’s Bitcoin spot ETF (IBIT) has short positions nearing this year’s high point. This imbalance in open-contract ratios may create more upside for Bitcoin, because once the price rises, the short squeeze will further accelerate its rebound. ZetaChain proposal approved—transitioning to Solana: With an overwhelming 99.4% support rate, the ZetaChain community passed Proposal No. 68. The vote will close its original Layer 1 blockchain and migrate and convert the ZETA token on a 1:1 basis into Solana-native SPL tokens. In the future, the team will focus on AI applications. Follow me and answer to take away the $SOL red envelope! 🧧🎁🌹🧧🎁🌹
Weekend market action is actually more interesting than I expected.👀
On Friday, after $BTC surged back to 80,000, on Saturday price basically held onto those gains. Then on Sunday it once again touched 82,000; $ETH even surged to as high as 2,700, and $SOL and XRP also started moving along.
It looks like this round isn’t just BTC repairing itself—funds are beginning to spread into other major coins.
In the new week, I’ll first watch two key levels: Whether BTC can keep holding above 80,000, and whether ETH can truly stabilize above 2,700.
There are also quite a few Fed officials speaking and U.S. economic data this week. On Thursday, there will be a meeting between leaders of China and the U.S., so volatility shouldn’t be light.
That said, I still won’t use these news items to guess the direction ahead of time. Price action has the final say. :)
🧧🧧🧧 The most fascinating place in the online world: many secrets are actually in plain sight—just waiting for people who are willing to investigate to discover them.#virus
The second half of AI profit distribution: who’s winning, who’s still undecided, and who’s about to be disrupted
Now’s AI and tomorrow’s AI If we divide the AI industry chain into upstream equipment, midstream cloud providers, and large model companies, then the downstream is application companies. Currently, almost all the profits in the industry are concentrated in the upstream. For example, just Nvidia (NVDA.US) plus the four major storage manufacturers take nearly 70% of the industry’s profits. This kind of profit distribution shows the typical characteristics of the early stage of a new technology revolution. But let’s think: in the future, the charging entry points for the AI industry won’t be cloud providers or downstream application companies—so will profit distribution still look like this? Taking a mature internet industry as an example, the approximate proportions of economic profit distribution are:
Log in to explore more content
Join global crypto users on Binance Square
⚡️ Get latest and useful information about crypto.