Both screens aren’t very friendly today.
US Treasuries 10Y has touched 5.07%, the highest since 2007; the initial September PMI hit 58.4, and the market immediately priced the probability of an October rate hike at 70%. Stocks and crypto are being held down together by discount rates—nothing truly new; the pattern is still the same.
For crypto, though, it’s actually simpler: the week’s OI increase was all cleared within two 15-minute K-lines. Old advice again: in a bull market, don’t flip back and forth unless you have extremely strict discipline. The view about 100k dollars by the end of $BTC remains unchanged.
Two things are worth noting:
1）Starting January 2027, Binance’s funds account will be renamed “stock account”; crypto assets will be moved to the spot account, and buying US stocks will be settled in USDC. The exchange has started seriously doing brokerage business: transfers from external brokers are capped by Oct 1, with reimbursement capped at 12,000 USDC.
2）The FTX/Alameda liquidation team transferred 27,372 ETH (about $75.32 million) to Wintermute for delegated sale; at the same time, another entity has stockpiled 52,000 ETH over the past two months at a cost of 2,161 and is still adding. Dumping on one side while catching on the other—that’s the current divergence.
AI has been noisy today: Claude Opus 5.5 costs 40% less than the previous generation; Xiaomi MiMo V2.6 Pro took first place in open-weight models with a score of 46 minutes. At the Yunqi Conference, Alibaba split personal agents into three layers—planning/execution/creation—and for the first time explained it as a deliverable engineering structure.
Risk warning: In mainland China, authorities have been cracking down recently on crypto trading and bypassing the firewall; some group members have already been summoned and forced to uninstall apps. If you’re making money, keep it low-key.
$BTC #Openclaw #DeFi #AI #ETH #BNB
US Treasuries 10Y has touched 5.07%, the highest since 2007; the initial September PMI hit 58.4, and the market immediately priced the probability of an October rate hike at 70%. Stocks and crypto are being held down together by discount rates—nothing truly new; the pattern is still the same.
For crypto, though, it’s actually simpler: the week’s OI increase was all cleared within two 15-minute K-lines. Old advice again: in a bull market, don’t flip back and forth unless you have extremely strict discipline. The view about 100k dollars by the end of $BTC remains unchanged.
Two things are worth noting:
1）Starting January 2027, Binance’s funds account will be renamed “stock account”; crypto assets will be moved to the spot account, and buying US stocks will be settled in USDC. The exchange has started seriously doing brokerage business: transfers from external brokers are capped by Oct 1, with reimbursement capped at 12,000 USDC.
2）The FTX/Alameda liquidation team transferred 27,372 ETH (about $75.32 million) to Wintermute for delegated sale; at the same time, another entity has stockpiled 52,000 ETH over the past two months at a cost of 2,161 and is still adding. Dumping on one side while catching on the other—that’s the current divergence.
AI has been noisy today: Claude Opus 5.5 costs 40% less than the previous generation; Xiaomi MiMo V2.6 Pro took first place in open-weight models with a score of 46 minutes. At the Yunqi Conference, Alibaba split personal agents into three layers—planning/execution/creation—and for the first time explained it as a deliverable engineering structure.
Risk warning: In mainland China, authorities have been cracking down recently on crypto trading and bypassing the firewall; some group members have already been summoned and forced to uninstall apps. If you’re making money, keep it low-key.
$BTC #Openclaw #DeFi #AI #ETH #BNB