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Bitcoin kicks off “Uptober,” holding near $84,000

Bitcoin opened today around the $84,000 level for October. September’s overall performance was strong (up about 7%). Q3 was even bigger, surging nearly 43%—the best third quarter since 2017. In Q3, U.S. spot Bitcoin ETFs saw net inflows of about $6.3 billion. Continued institutional capital entering the market has been an important driver.

Ethereum is currently trading sideways around $2,700, while major coins such as Solana, BNB, and XRP have shown relatively stable performance. Total market capitalization is about $2.89 trillion, and the sentiment index has moved into the “Greed” zone (Fear & Greed around 68).

Key things to watch today:

- Soft inflation data briefly pushed BTC above $85,000, but elevated U.S. Treasury yields and uncertainty around interest rates caused some of the gains to fade.
- Recent ETF flows showed some net outflows (on the order of hundreds of millions, about $200 million). The market remains cautious.
- September saw a surge in hacker losses to over $760 million (mainly the Bitget and Liquid Network incidents). Security remains a top focus for the industry.
- The new stablecoin Open USD (OUSD) has launched, supported by big names including Coinbase, Mastercard, Visa, and Stripe, with a liquidity commitment exceeding $1 billion.

Overall, the trend toward institutionalization is clear, but the macro interest-rate environment remains the biggest variable. Historical data shows that October (Uptober) is often a strong month for Bitcoin. Whether it can continue the strength from Q3 is something worth monitoring closely.

What do you think about the outlook—are you staying bullish, or do you think the current high levels call for caution and a pullback? Let’s chat ～

🎉🎉🎉【Official Announcement | Live Stream Schedule Adjustment】Sail into a brand-new journey on October 1✨

Hello everyone, my friends and partners 👋

To provide you with a more stable and more regular live streaming experience, we hereby officially announce a long-term adjustment to our fixed live stream schedule 📢

🕒 Starting from October 1, the new fixed broadcast start time
📅 Daily Beijing Time 16:00 — 18:30

✅ Fixed time｜Stable sessions
✅ No more temporary schedule changes｜No more arbitrary adjustments
⚠️ For special circumstances, we will notify you in advance via the main hall and the chat room

From now on, we will go live every afternoon at 4:00 PM 📺
Continuously deliver valuable takeaways:
🔍 In-depth analysis of authentic mechanics
📊 Full market recap
💡 Preaching high-quality assets
🤝 Real and transparent community thinking

Carefully curate quality content 📝
Long-term companionship for community partners
Steadily move forward together and keep digging deep 🦋

We look forward to starting anew on October 1—see you on time, as promised 🤝🤝

My phone is out of battery

Suddenly, the world goes quiet

I hear

My heartbeat saying

“Enough, that’s enough for today”

The Fed’s hawkish cry is back! U.S. Treasury yields surge—where will the stock market go next?

U.S. stocks ended Wednesday with mixed performance. Although cooler PCE data briefly boosted the broader market, as Fed officials collectively released “hawkish” signals, both Treasury yields and the U.S. dollar index strengthened, weighing again on equities.

🚨 Fed turns uniformly hawkish: Is rate hikes not at the end?
Kashkari (President of the Minneapolis Fed): Inflation is still about 3%, far above the 2% goal. The neutral interest rate may be higher than previously expected. He expects another rate hike this year and another in 2027. He also cautioned about risks of long-term supply shocks stemming from the situation in Iran.

Lisa Cook (Federal Reserve Board Governor): Inflation has been above target for more than five and a half years. She supports a 25-basis-point rate hike in September and emphasized how high energy and housing costs in rural areas squeeze household budgets.

Goolsbee (President of the Chicago Fed): He bluntly said that maintaining high inflation for a long time is “playing with fire.” Large fiscal deficits and market expectations of AI-driven productivity gains could both lead to the economy overheating.

📈 Market reaction: Treasury yields hit multi-year highs, and the dollar strengthens

Treasury yields leap higher: The intraday yield on the 10-year Treasury broke above 5.3%, while the 30-year rose to around 5.64%, both at the highest levels since 2002.

U.S. stocks whipsaw: The Dow fell by more than 440 points in a single day, and the S&P 500 closed lower. Only the Nasdaq ended higher against the trend, supported by technology stocks.

The dollar index holds firm: The dollar rose nearly 2% in September, posting its best monthly performance in half a year. The market has basically priced in a December rate hike. It is now expected that total tightening over the next 12 months will be about 90 basis points.

💡 Key observations and takeaways

1. Pressure on the transmission of borrowing costs: With 10- and 30-year Treasury yields serving as pricing anchors, their persistent surge is broadly lifting mortgage and corporate financing costs, creating clear drag on the real economy and equity valuations.

2. “Term premium” returns: Strong GDP data and the expansion of fiscal deficits have pushed investors to demand higher yields from long-term Treasuries. Safe-haven and high-yield Treasury assets have siphoned off some capital from parts of the crypto and equity markets.
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