[Spot Heat|9/21 19:55]

Market surges: $BTC ~84780 (+5.4%), ETH ~2722 (+5.6%), SOL ~116.6 (+7.5%), BNB ~790 (+5.0%), XRP ~1.49 (+7.7%). Fear & Greed: 70.

Hot coins: ZETA ~+70%, PHA ~+62%, ASP ~+46%; SEI/KMNO ~+30%, SUI ~+24%—trading volume is on the high side. Cool side: CELR ~−12%, OFC ~−8%.

Trading to watch: Broad-based gains—BTC breaks above around 84.8k. On Friday, US spot BTC ETF saw about $430 million in net inflows; that’s still the backdrop. Weekly net inflows: about $6.2 million for BTC ETFs, and about -$140 million net outflows for ETH ETFs. The Oct pricing is adding 25bp, currently around the 50% range. Don’t treat a one-day spike high as confirmation of a trend.

$BTC $SUI $ZETA