正乾商学--四条2

Goals ahead, never back down!
I have direction, courage, and even more drive to act! I’ll sprint full force, break through myself, and turn every challenge into the power to achieve myself! 😊

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.)

On life’s long journey, it’s inevitable to get bruised; those surging waves that can’t be calmed will eventually be left only as a passing mention between lips and teeth.
When the tide falls, boats set forth; when clouds disperse, the moon comes out—there is always a stretch of mountains and waters that can bear the hardships of this road.
The faraway place you want to go is also waiting for you, with all your dust and travel-worn spirit.
And be at ease in the present moment—don’t anticipate worries for tomorrow.
Tomorrow morning, pull on your clothes and rise again—be a traveler on far-off mountains and rivers!
#定投BTC #定投BNB

📰 Yesterday’s Crypto News Quick Look

1️⃣ BTC falls to around $84,000
BTC briefly broke above $87,000 yesterday, then pulled back to around $84,000. The market is once again focusing on macro pressures stemming from the Federal Reserve’s interest rates, oil prices, and the situation in the Middle East.([Pluang][1])

2️⃣ NYSE and Blockchain.com explore tokenization of U.S. stocks
The New York Stock Exchange (NYSE) and Blockchain.com have reached a strategic partnership to explore **tokenizing U.S. stocks and ETFs and trading them on the blockchain**, further accelerating the convergence of traditional finance and the crypto market.
3️⃣ Solana tests a new upgrade, with final confirmation that speed could improve significantly
Solana has started testing an upgrade aimed at reducing the final transaction confirmation time from about **12.8 seconds to 150 milliseconds**, further strengthening its position as a high-performance chain.([CoinDesk][2])
4️⃣ Stablecoins continue to expand real-world financial use cases
Tron currently processes roughly $150–190 billion in stablecoin transfers per week, and USDT has become one of the network’s most significant economic activities. Meanwhile, Visa research shows that after consumers have access to protection similar to that of banks, their willingness to use stablecoins has increased markedly.([CoinDesk][3])
5️⃣ $75 million worth of ETH moves from wallets linked to FTX/Alameda
On-chain data shows that wallets associated with FTX and Alameda transferred about $75 million worth of ETH to Wintermute. The market is watching for its potential asset disposition and the impact on ETH market liquidity.

Sea breeze, waves, a full table of seafood—eat the happiness into your belly 🐚 Happiness is that simple 🎉🎉🎉🦀🦀🦀🍰🍰🍰

🎁🎁🎁

$BTC

#比特币两度受阻87300美元

Let the bullets fly for a little while more~

🧧🔥 Reflect upon the moon, find the way forward; hold fast to the direction in your heart. LUCIC 🚀🚀🚀 Happy Mid-Autumn Festival.
Please follow, like, and share！

In this current market cycle, can BNB break through the $1,000 mark—what does everyone think about it? Share your thoughts in the comments section: $BNB .

All the mindset problems we encounter in our trading actually come from fear of the unknown. Because the next K-line is uncertain, anything can happen—it has infinite variations.

We don’t know what the market in the future will face, so we become greedy, fearful, tense, excited, at a loss for what to do, and end up trading wildly, etc...

Howard F. L. has a famous quote:

The oldest and strongest emotion in human beings is fear.

The oldest and strongest fear in human beings is fear of the unknown.

Constantly remind yourself to learn how to face fear and encourage each other.

🧧🎁🌹🧧🎁🌹
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!
🧧🎁🌹🧧🎁🌹

$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!

🍃 Seek a sense of calm amid the noise📊
Fluctuations in the market are all part of the cycle🕊️
No need to chase fleeting hot topics🔥—stick to your own rhythm✨
Slow down, build your strength, and stay clear-headed and patient💎
Good opportunities are always reserved for those who know how to wait⏳

In your heart, there are mountains and seas—quiet, yet not competing🌿

#交易心理

#比特币突破8.7万美元创八个月新高

#1688家族family

🧧🧧🧧Follow and like to claim rewards🧧🧧🧧

#Circle推出机构比特币抵押借贷

🚨 Just a moment ago they were partying, and the market suddenly started to cool down.

$BTC, $ETH, and $BNB all pull back at the same time.

But here’s the interesting part—

the funds haven’t fully left.

The big rally from a few days ago liquidated a large number of shorts, rapidly driving up leverage and sentiment.

Now the market is entering the second phase:

📉 Major coins begin to retrace
💰 ETF funds still haven’t fully shifted to outflows
🔥 Chasing-fomo sentiment from earlier starts to cool
⚡ The market is testing real buy orders again

So the most critical question right now isn’t:

“How much is it down?”

It’s:

Is this just a healthy shakeout after the surge, or is the momentum fading?

If, after the pullback, funds continue to absorb,

it could actually be a normal reshuffling of positions.

But if fund flows, trading volume, and relative strength all weaken at the same time—

then we need to reassess this whole move.

Next, I only look at three things:

ETF funds → leverage → post-pullback absorption.

👇 Which side are you on?

Healthy retracement 🟢 / momentum fading 🔴?

#BTC #ETH #BNB

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Follow me to get your bonus. 3 reposters will win $5 each.