🧧🎁🌹🧧🎁🌹 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! 🧧🎁🌹🧧🎁🌹
🧧🎁🌹🧧🎁🌹 Tech giants preparing on-chain settlement: The latest hiring needs from Apple and Google show that both companies are preparing underlying technology and product R&D related to stablecoins and tokenized deposits.
Hong Kong stocks Web3 concept shares surge: In the intraday session today, Hong Kong-listed company Boyaa Interactive (00434.HK) jumped by more than 6%. The company announced that it will continue accumulating Bitcoin and increase its funding for Web3 ecosystem projects.
Follow me—answer 1 to take the $SOL red envelope. 🧧🎁🌹🧧🎁🌹
Don’t just watch Nvidia—AI’s “landlords” are quietly collecting rent
Everyone’s watching the AI market, their eyes glued to Nvidia, Microsoft, and OpenAI: the moment Jensen Huang shows up in a leather jacket, the U.S. stocks act like they’ve been injected with adrenaline; when Sam Altman says, “Next year will be even more intense,” analysts change their earnings forecasts overnight.
But if you really think the future of AI is just “a few big players in California closing the door to make chips, training models, and conveniently ruling the world,” then it’s a bit like thinking you only need to buy a pot to open a hotpot restaurant—yes, the pot matters, but without electricity, without gas, without a shop, without drainage pipes, what you cook isn’t hotpot; it’s a fire-drill.
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.)
🌿Let your true self settle, patiently wait for the right moment, and calmly set out for every journey📊 Fluctuations in the market are normal—keep your inner rhythm steady, without panic or haste🕊️ Stick to your own pace, filter out the noise around you, and slowly build strength✨ Time will not fail those who persist with a focused heart💎
The road ahead is long—keep loving what you do, and move forward freely☀️
☀️🧧🧧🧧Keep your focus and you can cross the cycle📊 The market rises and falls—don’t let short-term fluctuations stir your emotions🕊️ Learn to slow down and observe; refine your understanding while you lie low✨ Don’t rush to achieve success, don’t blindly follow the crowd—keep your own pace💎 All the accumulation will eventually turn into the confidence to move forward💫
With a little light in your heart, move steadily ahead🌿 #AI股持续上涨还有哪些投资机会 #交易 #1688 family
“How is the ‘Yellow V’ forged?—All the Secret Tips for Growing Followers Unveiled”
1. Go to the Binance home page, click More, then click News/Information, then click the Square, click the user icon at the bottom-right, click the hexagon button at the top-right, click the third reply control, and set it to allow replies only from my followers.
2. Go to the Square and find the streamer below: find help from Bonnie—beautiful, kind-hearted, and sings sweetly. Go to her live room and let her teach you how to grow followers. You’ll need to learn these skills in the Bonnie live broadcast: post a Square红包 (red envelope) sticker, and send红包 in the live room. Once you’ve learned, send红包 in Bonnie’s live room and exchange/forward红包 posts with the big V who come to the live room.
3. Growing followers has no tricks—just keep going to the live room every day to grow followers.
(PS: At the moment, some excellent streamers in various categories include: 钞机八蛋, 帮帮Bonnie, 大丽7613, 周周1688, 520龙行天下, Hawk自由哥, 静静Amily, 奋斗Hustle1688, Anna-汤圆, K大宝, 慢就是快Mike, 币盈Anna, 英鸿³³₇, 晚风Vesper_1688, oO小蝦米對抗大鯨魚Oo神話MUA, 听澜321, 路飞社区糖宝Luffy, 超人不会飞2020, 静姐6888, Elena神话MUA)
(Once again PS: Everyone can go take a look—enter the corresponding live room as needed. The streamers’ rankings are not in any order, and they are not sorted by number of strokes.)
Foreigners’ Secondhand Market Finds a Bargain: RTX 5090 Turns Out to Be an Inaugural Signed-By Jensen Huang Global-Unique Edition
Recently, a 3D artist bought an RTX 5090 graphics card at a secondhand market and unexpectedly found a globally unique treasure: an ASUS ROG Astral RTX 5090 White OC 30th Anniversary Edition, with the card’s backplate bearing NVIDIA CEO Jensen Huang’s handwritten signature. This 3D artist said that, together with a friend, they bought two RTX 5090 cards from the secondhand market for a 3D project. One of the cards was identified as the ASUS ROG Astral RTX 5090 White OC version. At first, he thought the signature came from some ASUS executive.
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According to the latest data from the CME “FedWatch” tool as of September 16, 2026, the probability that the Federal Reserve will raise rates by 25 basis points in this meeting is expected to be about 92.4%, while the probability of keeping interest rates unchanged is only 7.6%.
Probability data from different sources
Apart from CME data, other market indicators also point to similar expectations:
· Interest rate swap contracts show that traders believe there is about a 94% probability that the Fed will raise the benchmark rate by 25 basis points. · Some reports mention that the CME FedWatch probability has exceeded 93%, up sharply from a week ago.
Future rate-hike expectations (through October)
Market expectations for the policy path in October are also present:
· Probability of keeping rates unchanged: 4% · Probability of cumulative 25 basis points of rate hikes: 52% · Probability of cumulative 50 basis points of rate hikes: 44%
Background and market focus
This FOMC meeting is the first rate-setting meeting after Kevin Warsh took office as Chair of the Federal Reserve, and it is also the first time since 2023 that the Fed might potentially press the “rate-hike button.” Market attention is no longer only on whether the Fed will raise rates this time (which has already been highly priced in), but also on the Fed’s subsequent policy guidance—specifically whether the dot plot will indicate additional rate-hike rounds, and whether Warsh’s wording in the press conference will lean hawkish.
All of the probability data above comes from market tools such as the CME “FedWatch,” reflecting market pricing rather than official Fed forecasts. The actual decision should be based on the FOMC statement to be released at 2:00 a.m. Beijing time on September 17.