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Bitcoin in China: Estimates put China national Bitcoin holdings at approximately 194,000 $BTC This refers to estimated national holdings, not individual investors. 📊
🇨🇳 Oct 2|Crypto Market Brief $BNB 📈 BTC reclaims $86K, the second day of Q4 continues to rebound
BTC is currently around $86.3K, briefly nearing $86.9K during the day; ETH is around $2.76K, SOL around $122.
Overall, the market has warmed up. Since the beginning of October, BTC has risen by about 3%. However, Treasury yields are still high, the dollar is strengthening, and macro pressure has not disappeared.
🔥 ETF inflows return as the core support
In September, the US spot BTC ETF recorded net inflows of about $2.65B, the second-strongest monthly performance since October 2025; ETH spot ETFs saw net inflows of about $832M in the same period.
On Oct 1, BTC ETFs again logged around $102.7M in net inflows, with the funds mainly flowing to BlackRock’s IBIT.
🏦 SEC: New framework for institutional crypto custody
The market is continuing to digest the SEC’s Crypto Custody proposal released yesterday.
Under the new scheme, qualified investment advisers and regulated funds may, under certain circumstances, self-custody crypto assets, and state-level trust companies may also be used as custodians.
However, note that this is still a Proposal—not the final rules. After the formal release, there will be a 60-day public comment period.
💰 Citi raises its BTC target to $113K
Citi raised its 12-month BTC target from $82K to $113K, and its ETH target from $2,240 to $3,028.
The report attributes the forecast adjustments mainly to ETF capital returning, higher activity in the crypto market, and an improving macro environment.
This is an institutional view, not a price guarantee.
⚡ The real test today: US Non-Farm Payrolls
US September NFP employment data will be released today.
The market previously expected an increase of about 90K jobs, with the unemployment rate staying at 4.1%. The employment report will directly affect how the market assesses the Fed’s interest-rate path for October.
Meanwhile, Core Lightning reminds users running older versions of nodes to upgrade as soon as possible—unupdated nodes are increasingly becoming targets of attacks.
📊 Market Snapshot
BTC ≈ $86.3K ETH ≈ $2.76K SOL ≈ $122 XRP ≈ $1.53 BTC Dominance ≈ 57% Fear & Greed ≈ 72 Market Cap ≈ $2.99T
🎯 On Day 2 of Q4, the market’s logic is changing:
ETF inflows are back in, the institutional regulatory framework continues to move forward, BTC has reclaimed $86K,
But what will truly determine today’s行情 is still US employment data.
If Non-Farm Payrolls give the market more room for rate cuts, $87K will become the key level again.
On September 30, 2026, Kraken confirmed the completion of its acquisition of TradeStation Crypto infrastructure assets.
This is more than a corporate transaction—it highlights the continued build-out of institutional-grade infrastructure across digital assets.
The key focus now is scalability, compliance, security, and liquidity as crypto services become increasingly integrated with traditional financial markets.
For traders, the development is worth watching because infrastructure expansion can influence how liquidity, collateral, and institutional participation evolve over the coming months.
The bigger question: Will Kraken’s expanded infrastructure translate into deeper market liquidity and broader institutional adoption?
🎊🎉🧧RED PACKET GIVEAWAY🧧🎉🎊 🎁 🎉🎁🎉🎁🎊🎁🎊🎁🎉🎊🎁 $BTTC Every follow, comment, repost and kind message keeps this little community growing and I’m truly grateful for each one of you💝💕💐💖🌸 🎁Like 💝 this post ❤️ Drop “hi” in the comments ✨ Repost this post Good luck, everyone 🍀💰 May your next trade be green and your wallet even greener! 📈💎 #BTTCtothemoon $BTC $BTTC #EarningsSeason #JapanFSABacksFourthStablecoinTradeSettlementPilot #StrategyAdds1666BTCHoldingsReach847666 #JapanFSABacksFourthStablecoinTradeSettlementPilot
🚨 JUST IN: $110M in Shorts Wiped Out in 10 Minutes! + Massive Bull Cycle Ahead? ⚡🔥 Bears just got caught sleeping! A sudden strong surge in the crypto market has wiped out short positions worth more than $110,000,000 within just 10 minutes. This kind of volatility is a big warning for short-sellers! 📈 📊 Market Insights & 2026 Prime-Cycle Outlook: The Short Squeeze is Real: Momentum is shifting rapidly, and historical cycles along with the charts for 2026 show that the crypto market could be ready for major pumps. Altcoin & MOVR Action: Traders are also keeping a close eye on junior coins and altcoins (like MOVR), which could spark huge movement in the coming time. Risk Management First: Always use proper stop-loss, because both upswings and downswings move very fast. 👇 Capitalize on the Market Volatility Together! To earn extra rewards along with these volatile market swings, join through my exclusive link and win with me: 🔗 Join & Earn on Binance 💬 What do you say? Do you think a big bull run is about to start? Share your thoughts in the comments below! #CryptoLiquidations #ShortSqueeze #BinanceSquare #CryptoTrading #BullishMomentum #MOVR #Bitcoin2026$MOVR $RAY $ACE
‼️$DOGE 🧧 Reward is here ‼️ I’m sharing $DOGE 🧧 rewards with the community as a Bigger thank-you. ✨ Just claim your reward and enjoy! ✨ Claim it. Get rewarded
Many people are trying to describe the major drawdown at the beginning of 2023, attempting to fit today’s market conditions using historical price action.
But what I want to say is:
History can rhyme, but it doesn’t simply repeat.
I’m more inclined to believe that we are still in Stage D. However, before the target area is fully reached, the market may not necessarily replicate that year’s deep drawdown.
So, you can reference history, but don’t let it constrain you.
Past price action can help us understand the market’s rhythm, but it cannot become a script for predicting the future.
Price movements may look similar, but the rhythm may not be the same; structure can be replicated, but the path won’t be exactly repeated.
What truly matters in trading isn’t finding a historical copy, but continuously adjusting your judgment based on current price, structure, and changes in capital.
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