September 21|Crypto Market Brief $BNB 🧧 🔥 BTC surges past $85K, the script suddenly flips BTC today is strong, breaking through $84K and pushing close to $85K at its peak; large-scale liquidation of short positions saw about $252M Shorts cleared in a single day. ETH has reclaimed $2.6K, SOL is back near $115, and the whole market has clearly entered a Risk-On mode. 📈 ETF demand shows signs of recovery Last Friday, U.S. spot BTC ETFs recorded a net inflow of about $433M in a single day, pulling weekly capital flows back toward positive territory. But this looks more like rapid fund re-entry rather than the start of a sustained new ETF wave. 🛢 Oil prices fall for the fourth straight day Brent slips to around $102; market concerns about inflation and further rate hikes are temporarily easing, and U.S. stock futures move higher in tandem. Risk-On returns to Crypto. ⚡ Solana keeps accelerating SOL’s target Slot Time drops from 300ms to 250ms, with ongoing improvements to network performance; SOL’s gains this week are already clearly outperforming BTC. ⚠️ MultiversX faces a security incident The EGLD mainnet is attempting to pause operations due to a VM-level atomicity vulnerability attack. The attacker’s account has been identified and frozen, and a recovery plan is being tested; Upbit has placed EGLD on its trading attention list. 📊 Market Snapshot BTC ≈ $85K ETH ≈ $2.67K SOL ≈ $115 Market Cap ≈ $2.9T BTC Dominance ≈ 56–57% 🎭 Today’s market feels like a play where the scene suddenly changes: $75K → $80K → $85K Bad news didn’t drag the market down— it turned into fuel for shorts to exit. In the next scene, the market will be watching to see whether BTC can truly hold above $85K. #1688家族family #蓝朋友1688俱乐部🌐 #crypto #defi #RWA赛道
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 💰
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
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
This world isn’t about who’s faster $BNB 🧧 It’s about endurance and resolve All the beauty in the world is worth taking time to enjoy—slowly, step by step
The “crypto winter” that has lasted nearly a year has come to an end, and this may mark what could be the strongest and longest bull run in cryptocurrency history.
Over the past 5 days, Bitcoin has gained more than 7%, and over the past 3 months its rise has approached 35%. From a technical standpoint, as long as the support level around $750,000 is held, bulls could push further into the $900,000 area.
This rebound comes against the backdrop of the Digital Assets Market Clarity Act failing to pass the Senate via a procedural vote. It breaks the simplistic logic that “legislative failure is a bearish signal,” and the market has begun reassessing the true impact of regulatory uncertainty.
Capital flows back: the core logic of crypto spring:
The key basis for the end of the “crypto winter” is not simply a price rebound, but a divergence between price and fundamentals.
During the recent period when crypto asset prices fell, the industry’s fundamentals did not deteriorate in tandem. On-chain activity increased, and large financial institutions such as BlackRock further participated in the digital asset market—forming a pattern of “cyclical declines in prices paired with structural improvements in fundamentals.”
It is expected that crypto asset prices may further catch up to changes in fundamentals later this year.
The $900,000 level becomes the next point to watch
On a longer time horizon, Bitcoin has still not fully exited the prior correction.
Bitcoin reached an all-time high of around $1.26 million in October last year, was then cut roughly in half, and fell to a low of about $576,000 in early July this year. Even with the strong rebound recently, the current price remains about one-third below the historical high.
This suggests that the current rebound is more like a repair phase coming out of a deep correction, rather than a confirmation that a new cycle’s all-time high has begun.
Whether Bitcoin can effectively break through the $900,000 mark will be a key observation point to test the “realness” of crypto spring:
If price meets resistance near $900,000 and pulls back, the market may need to reassess the sustainability of capital rotation;
If it breaks through on heavy volume, it will further strengthen the macro view that “the strongest and longest bull run in history” is underway.
Going forward, you can watch the Federal Reserve’s interest-rate path and where long-end U.S. Treasury yields are headed—they remain the core macro variables influencing crypto asset valuations. ——————We continue to invest via DCA in BNB, BTC, ETH, and SOL $BTC
Over the past few days, BTC has repeatedly cleared:
₿ $80K ₿ $82K ₿ $85K ₿ $86K
At the same time:
💰 The latest trading day net inflow into US spot BTC ETFs is about $433M 🏦 Strategy bought another 950 BTC last week 📈 BTC has reclaimed key long-term moving averages 🔥 Short squeeze pressure is accelerating the breakout
So the real question is now:
Is $80K–$82K NOW SUPPORT?
Because in a truly strong market,
it’s not about prices continuing to break resistance.
It’s about:
after the breakout, key levels are no longer given back to the shorts.
If $80K–$82K truly completes the resistance→support flip,
the next bigger battle in the market may be near $89K.
But if BTC quickly falls back below $82K,
then the leverage and short-squeeze components in this rally may be larger than we think.
Right now, I’m watching:
📍 $80K–$82K support 🎯 Resistance near $89K 💰 ETF flows for the next trading day 🔥 Whether leverage is quickly building back up
People who trade inevitably develop a few occupational quirks. Let me start with a few of my own: First, my phone is always on ring— even when I sleep. I’m afraid that when the market moves, I’ll miss something if I don’t hear it. Sometimes the phone vibrates in the middle of the night, and I immediately wake up, reach for it, and check the quotes. Other times it’s just some junk text message, but I’m already awake and can’t fall back asleep for half the night. Second, I eat extremely fast. When I was trading futures, if the market moved, I wouldn’t have time to eat at all. I’d just shove a couple of bites in and then stare at the screen. Even now, when things aren’t as tense, I still eat quickly—I can’t change it. When I have meals with friends, they’re still slowly chatting, and I’ve already finished. Then I just sit there and wait. Third, I’m sensitive to red and green. If I go to a supermarket and see price tags that are red or green, the first thing that pops into my mind is the candlestick chart. While driving and waiting at a red light, when it turns green, the very first word that comes to mind is “it broke through.” Sounds pretty ridiculous, but it’s really a conditioned reflex. And fourth, I don’t like talking trade with people. In real life, when others ask what I do, I say I work in internet-related things, or that I’m doing investments—I don’t get into details. It’s not that I don’t want to talk; it’s just that once I explain, nobody really understands. And when I talk about market conditions with people outside the circle, the more I talk, the more exhausting it gets. What about you? After you started trading, what bad habit or “quirk” did you end up with? Come chat in the room and let’s see whether everyone’s symptoms are the same.
🇨🇳 September 18|Crypto Market Brief$BNB🧧 🔥 Regulatory Risk-On: The SEC acts, BTC returns above $77K The Fed and the Bank of Japan tightened policy in succession this week, but the Crypto market turns green today instead. BTC has reclaimed $77K, SOL breaks through $105, and DeFi, RWA, and some L2s clearly outperform the broader market. 🏛 SEC: Tokenized Stocks receive a 5-year “innovation exemption” The SEC introduces an Innovation Exemption, allowing qualifying Tokenized Securities Venues to trade a portion of tokenized NMS stocks in a permissioned environment via AMMs and liquidity pools. Key conditions: • Must represent real stock ownership interests • Includes shareholder rights such as dividends and voting • Synthetic Stocks are not covered • Issuers can raise objections before listing • Trading volume, trading instruments, and transparency are restricted This isn’t a complete overhaul of market-structure legislation, but it means stock trading is truly starting to move On-Chain. ⚡ CFTC simultaneously eases DeFi software restrictions Yesterday, the CFTC expanded its No-Action scope: qualifying “Passive Software” providers, including some DeFi interfaces and self-custody wallet software, may avoid enforcement for having to register as an Introducing Broker for related activities, provided certain conditions are met—such as not custodying users’ assets. The two regulatory actions appeared almost at the same time. CLARITY is holding things up, but the On-Chain market isn’t stopping. 🏦 S&P Global to acquire OpenZeppelin S&P Global announced the acquisition of OpenZeppelin. OpenZeppelin’s smart contract infrastructure has supported transfers worth more than $37T in total, completed 900+ security projects, and uncovered 10,000+ potential vulnerabilities. Traditional finance isn’t just buying Crypto assets, but the security infrastructure of the On-Chain market itself. 🇯🇵 Bank of Japan: Rate hike to 1.25% The BOJ raised interest rates by 25 bps to 1.25%, the highest level since 1995. But the yen actually weakened instead, with no obvious reversal of the carry trade in the market for now. Meanwhile, BTC is back above $77K. 📈 ETF finally sees inflows On September 17, U.S. spot BTC ETFs recorded net inflows of about $159M, ending two straight days of large outflows. The prior two days saw cumulative outflows of about $746M, so what’s happening now looks more like funds are trying again to step in and absorb supply, rather than the trend having fully reversed. 🎯 What really changed today isn’t the interest rate—it’s “where the market is trading.” The Fed raised rates, so did the BOJ, #1688家族family
Are you really suited to make a living by trading? Part Six
⑥ Finally, ask yourself one more question
Do you really spend a lot of time every day learning and analyzing?
Many people ask me:
“Why don’t I have results even after trading for a year?”
But if you dig in carefully:
How many hours do you actually spend learning every day?
Do you do a review afterward?
Do you keep a trading log?
Do you track your win rate, profit-to-loss ratio, and maximum drawdown?
Do you analyze what kinds of market conditions you are most likely to make mistakes in?
In the end, you’ll find that:
In fact, many people don’t really do it.
So some people say:
“I’m not good at trading, so trading isn’t for me.”
I think that conclusion was reached too quickly.
You should first ask yourself:
Have I really built a trading environment that suits me?
Have I really found a trading approach that fits my personality?
Have I really put in enough time to learn?
Have I systematically verified my method?
If these questions still haven’t been resolved,
then it’s time to say:
“Trading isn’t working.”
Actually, it’s still too early.
Finally, what I want to say is:
Many people understand “successful trading” as:
Finding a magical indicator.
But in reality, truly long-term, stable trading is more like a complete system:
your income structure +your lifestyle +your trading +your personality +a trading style that suits you +knowledge +risk management +mental resilience
As long as any one of these elements has been a problem for a long time,
it may eventually show up in your trading results.
So before asking:
“Can I get rich by trading?”
first ask yourself:
“Is my current life really already prepared for me to become a trader?”
This may be far more important than learning another indicator.
If you’re interested in trading, feel free to leave a comment in the comment section or join the chat room to exchange ideas and learn together and grow together! #Paradigm披露持有ZEC #Paradigm披露持有ZEC
🔥 FOMC delivered results, and the market shifted from “waiting for answers” to “digesting the answers” The Federal Reserve raised rates for the first time in three years by 25 basis points, bringing the federal funds rate to 3.75%–4.00%. BTC briefly fell to around $75.3K, then regained and moved back above $76K. 📉 ETFs: about $746M outflow over two days On September 15, spot BTC ETF net outflows were about $450M; on September 16, there was another outflow of about $296M. Together, the two-day total is nearly $746M—one of the largest consecutive outflow streaks recently. But this looks more like a concentrated reaction to blocked CLARITY momentum and the FOMC outcome, not simply a sign of long-term capital leaving. 🏛 US Regulation: the Senate and House head in different directions The CLARITY Act did not receive the 60 votes needed to advance in the Senate. Meanwhile, two related bills passed in the House committee: American Reserve Modernization Act: 28–21 Digital Asset Tax Certainty Act: 38–5 Market-structure legislation is temporarily stalled, but BTC reserves and the digital asset tax framework are still moving forward. ⚡ Circle Arc Mainnet officially goes live Circle launched an L1 Arc that uses USDC as gas, targeting sub-second finality. Institutions including BlackRock, Visa, Mastercard, DTCC, and ICE participate in validating nodes, while 100+ apps and institutional projects enter the ecosystem in parallel. 🟢 ZEC becomes today’s standout mover Zcash rose as much as about 18%–23%. The NU7 upgrade will reduce target block time from 75 seconds to 25 seconds while keeping the existing halving mechanism. 📊 Market Snapshot BTC ≈ $76.4K ETH ≈ $2.44K SOL ≈ $100 BNB ≈ $710+ XRP ≈ $1.29 🎯 Today’s key is not “whether rates will be raised,” but “what happens after the hike.” The 25bp increase is already in the books. Now the market is really watching the Dot Plot, the inflation path, and whether the remaining time through 2026 will still see tightening. BTC is still looking for direction within the $75K–$80K range. #1688家族family #蓝朋友1688 #CryptoWatchMay2024 #EthereumEFT #FOMC
This world isn’t about who’s faster $BNB 🧧 It’s about endurance and perseverance All the good things in this world are worth taking time to enjoy slowly #1688家族family