正乾商学--四条2

$BCH I was wondering why BCH suddenly shot up so much—turns out the Chicago Mercantile Exchange (CME) is about to list BCH futures! Comment on the post to get a big red envelope!!!

Over the past one or two months, I’ve been spending time in various live-stream rooms, watching them go from booming to having their traffic cut in half, and then cut in half again. The growth in followers or the promotion/media funnel may have their limitations, but for Binance to develop and accommodate the massive influx of new users, there needs to be people to serve them. Relying solely on Binance’s official customer support is definitely not possible. Those live-stream rooms, at the very least, can serve as a way to capture and convert new customers. I don’t think we should take a one-size-fits-all approach and outright negate their value—especially when the traffic is just gone. There should be more dimensions, more possibilities. It’s not that they’re promoting Binance—everything they do should be tolerated too.

🍃 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

🚨 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

🧧🎁🌹🧧🎁🌹
9/24 Important News:

1. Regulatory and banking industry integration: The U.S. OCC conditionally approves licenses for three digital-asset banks
Federal oversight breaks down barriers: The U.S. Office of the Comptroller of the Currency (OCC) has conditionally approved the bank-license applications of three digital-asset institutions—Bastion, Catena, and Agora.
Supporting stablecoin compliance: Although the three institutions still must meet stringent requirements for capital, liquidity, and pre-opening conditions, this marks an acceleration in stablecoins and crypto custody companies integrating into traditional financial infrastructure under U.S. federal regulation. This is a long-term positive for compliant stablecoin settlement on mainnets such as Ethereum and BNB Chain.

2. Stablecoins and payment applications: Traditional finance and Web3 settlement accelerate integration
BVNK integrates the Stellar network: Enterprise stablecoin payments platform BVNK has officially connected to the Stellar blockchain, providing corporate clients with a faster cross-border stablecoin settlement channel. Previously, the platform had just partnered with Marqeta to launch stablecoin issuance services.
Reap and Visa expand stablecoin cards: Payments company Reap announced, together with Visa, that its stablecoin card program will be expanded to more than 100 markets worldwide, significantly lowering the barrier for enterprises and everyday consumers to use crypto for routine payroll and settlement.
Bitpace partners with Fireblocks: Cross-border payments provider Bitpace has integrated Fireblocks infrastructure, further improving the security and compliance of cross-border stablecoin transfers.

3. Industry infrastructure and market liquidity
BeInCrypto releases a liquidity report: The latest exchange order-book depth study shows that major platforms such as LBank perform strongly in depth for leading crypto assets ($52.16 million) and tokenized stocks. This reflects that market liquidity concentration is shifting toward exchanges with deep, robust buy/sell order books.
Follow me—answer 1 and take away the $SOL 红包!
🧧🎁🌹🧧🎁🌹

🚨 BITCOIN IS BACK NEAR $84K.

But the biggest event may not have happened yet.

Tomorrow:

~$16 BILLION in BTC options are set to expire.

That’s a massive positioning reset.

Right now we have an unusual setup:

₿ BTC → Pulled back from $87K+ toward $84K
💰 BTC ETFs → 5 straight sessions of net inflows
📈 Treasury yields → Rising again
⏳ BTC options → ~$16B expiring tomorrow

And inside the options market:

🎯 Heavy call positioning around $90K / $100K
⚠️ Max pain sits near $75K

So here’s the real question:

IS THIS A REAL SELL-OFF?

OR JUST EXPIRY POSITIONING?

Ahead of a massive expiry,

dealer hedging, leverage adjustments and position unwinds
can amplify short-term BTC volatility.

So the most important signal may not be tonight’s red candle.

It’s what happens:

AFTER THE OPTIONS EXPIRE.

Does real spot demand take control again?

Now I’m watching:

⏳ ~$16B BTC options expiry
📍 BTC $83K–$84K
🎯 $90K call concentration
📈 U.S. Treasury yields
💰 ETF flows

👇 Your take?

POST-EXPIRY BREAKOUT 🟢
or
CORRECTION JUST STARTING 🔴?

#BTC #ETH #BNB

#币安将上市hyperliquid（hype）

$HYPE die-hard fans rejoice! Finally, I’ve been waiting for HYPE to finally be listed on Binance spot!!! You can buy after 19:00!!!

Binance officially listed Hyperliquid (HYPE) today, opening three spot trading pairs: HYPE/USDT, HYPE/USDC, and HYPE/TRY, and includes a Seed Tag.

This round of HYPE was already a very hot asset in the market. Now that it’s being added to a major spot platform like Binance, what I actually want to see next is:
After new liquidity comes in, whether the price can hold up or not?

I’ll see if the price dips back to around $88 and then buy some more spot—what about you?

#美国通货膨胀
William Williams, chairman of the Federal Reserve Bank of New York: We need to bring inflation back to target levels in a timely manner; it is reasonable to raise rates again by the end of this year. The three major U.S. stock index futures widened their losses, with Nasdaq futures down nearly 1%. The yield on 10-year U.S. Treasuries rose by 2 basis points to 5.14%, the highest level since 2007. The yield on 30-year U.S. Treasuries rose by 3 basis points intraday to 5.435%, a new high since 2007.
—————————————————————————Don't underestimate the Fed's determination to fight inflation.
$BTC


$ETH

$BNB

e/acc

$BTC
99000
Callback hits big, +55000
Explodes to the open space 35000
135000
Sideways
To 240000
Explode more, back to
145000
Explodes to the open space to 125000
Sideways
Collect chips, prepare for 324600
Explode more 260000
Explodes to the open space to 235000
Pull up to 460000
Continue to 650000
To 720000
In the middle, eat longs and shorts as a foundation
980000 sideways, kills longs
Stabilize the order book
990000 ends the session
e/acc line chart finished

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~