乘风Sunshine

Yesterday resumed live streaming (calling 6 orders to eat 6 orders). Today is the second day. Today we called 3 orders to eat 3 orders, and we still have a 100% win rate.

Every day, we stream live from 11:00 AM to 2:00 PM. New and returning friends are welcome to join the live room.

(P.S. Slowly get back into shape, take care of your body, and only call trades at better positions—proceed steadily. Event contract isn’t my current main focus, but taking a look at the chart and trading orders is still not a problem.)

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Gain followers, come quickly

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Crypto Market News Snapshot: Yesterday

1. BTC fluctuated and rebounded, with the market still caught in a tug-of-war within a key range. On September 29, Bitcoin briefly rose to about $84,554, but then resumed trading around the $83,000 area. Ethereum’s overall performance remained relatively steady, with the market still influenced by rising U.S. Treasury yields and inflation expectations.
2. U.S. crypto ETF inflows continued, but the pace clearly cooled. On Monday, total net inflows into U.S. spot ETFs for BTC, ETH, SOL, and XRP were about $64.8 million, including roughly $31.07 million for BTC and about $17.10 million for ETH. The BTC ETF has recorded net inflows for eight consecutive trading days.
3. Bitwise launched the first U.S. spot NEAR ETF and added a staking-rewards mechanism. The Block reported that the product went live on September 29, further showing that the U.S. crypto ETF market is expanding from BTC and ETH to more mainstream public-chain assets.
4. Blockchain.com is preparing to move forward with an IPO, targeting $500 million in fundraising. The crypto financial services company has filed a confidential listing application with the U.S. SEC, targeting a valuation of up to about $6 billion, indicating that traditional capital-market channels for leading players in the crypto industry are still opening up.
5. Stolen funds from Bitget continued to trigger on-chain freezing and a “no authorization” controversy. NEAR Intents said it intercepted attempts to exchange funds totaling more than $38.8 million related to a Bitget security incident, including about $50.3 million that was actually frozen. The incident has once again sparked industry discussion about anti-money-laundering boundaries for cross-chain protocols and “permissionless” limits.

10-minute event contracts, chat a bit, and place some trades!

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Finally, I’ve set the livestream schedule. From now on, we’ll livestream every day from 11:00 AM to 2:00 PM. I noticed that recently I’ve basically been sleeping until around 9 or 10 before waking up. So starting at 11 AM is just perfect. In the livestream, we’ll just chat, work on building the Binance Square, and if there’s market movement, we’ll place some perpetual positions. If we see a good entry point, we’ll also trade some event contracts (today I called out 6 deals in three hours—everything was filled, and I had a 100% win rate). Welcome both new and old friends to come to my livestream at 11 AM.

📰 Crypto News Roundup for Yesterday

1️⃣ BTC Falls Back to Around $83,000
BTC fell by about 2% yesterday, retreating from recent highs; meanwhile, in the past 24 hours, the total amount liquidated in the crypto market exceeded $500 million. The market is again focusing on rising oil prices and the global interest-rate environment.

2️⃣ Strategy Buys 1,665 More BTC
Last week, Strategy added 1,665 BTC at about $143 million, with an average price of roughly $85,681; the company continues its long-term accumulation strategy.

3️⃣ Bitget Begins Resuming Withdrawals
After a hot-wallet security incident involving approximately $387.5 million earlier, Bitget began restoring withdrawals in phases yesterday. BTC withdrawals were resumed first, followed by ETH, USDT, and others; full resumption is expected by October 2. Bitget stated that its user protection fund will cover the related losses.

4️⃣ Chainlink Launches CCIP 2.0
Chainlink released CCIP 2.0, introducing a configurable cross-chain verification mechanism and supporting features such as KYC, AML, sanctions screening, and configurable finality—clearly targeting institutional and compliance use cases.

5️⃣ Citi and Coinbase Expand Stablecoin Payment Partnership
Citi and Coinbase have partnered so that Citi’s institutional clients can receive customer payments via stablecoins. Coinbase provides the underlying blockchain and stablecoin payment infrastructure, while Citi handles fiat settlement. Traditional banks are further integrating stablecoins into the payments system.

Today I can have an extra snack again #事件合约 .

Crypto News Roundup Last Week

1️⃣ BTC rebounds strongly, reclaiming $85,000
At the start of last week, BTC bounced back quickly, breaking above $87,000 at one point, while the Nasdaq also rose noticeably, signaling a recovery in market risk appetite. BTC then pulled back and traded in a range around $83,000–$85,000.

2️⃣ Bitcoin ETFs see weekly inflows hitting a nearly one-year high
US spot Bitcoin ETF net inflows last week were about $2.4 billion, the largest single-week inflow since October 2025, and helped turn cumulative 2026 capital flows back to net inflows. In the same period, ETH ETFs saw inflows of about $690 million, and Solana ETFs also reached roughly $188 million in weekly inflows.

3️⃣ Bitget suffers a security incident of about $352 million
Bitget disclosed that some hot/warm wallets were subject to unauthorized transfers, affecting assets of approximately $351.6 million. Bitget said its cold wallets are secure, and user funds are covered by a user protection fund. Circle and Tether later froze some USDC/USDT related to the incident.

4️⃣ CoinMarketCap acquires CoinGlass
CoinMarketCap announced the completion of its acquisition of CoinGlass. It will bring derivatives data—including open interest, funding rates, liquidations, options, and more—into a broader data service ecosystem. CoinGlass will continue operating independently, and its website, API, and pricing system will not change for now.

5️⃣ The U.S. further advances tokenization of U.S. stocks
Last week, the SEC introduced a temporary “innovative exemption” for tokenized U.S. stock trading, allowing qualifying platforms to conduct tokenized stock trades under specific frameworks. Meanwhile, the NYSE and Blockchain.com explored tokenized U.S. stock and ETF trading. RWA/Tokenized Stocks continue to be an important bridge between traditional finance and Crypto.

6️⃣ Stablecoin regulatory framework continues to advance
U.S. regulators began推进 GENIUS Act-related stablecoin rules, including regulatory frameworks for reserves, capital, and other areas. At the same time, stablecoins continue expanding into payments, lending, and on-chain financial infrastructure.

At this level, I actually don’t really feel like chasing BTC.

Looking at the Binance order book, BTC is currently hovering around $84,600. There’s fairly clear resistance in the $85,000–$86,000 area above it.

My view is:

There’s still a further pullback to come.

If it later breaks below $83,000,
I’ll pay close attention to the $81,000–$82,000 zone.

Especially around $81,000.

If there’s a clear reversal signal here—stopping the downside, shrinking volume, and then reclaiming the key levels—then I would start considering a medium-to-long-term position.

Why?

Because the market structure hasn’t turned fully bearish.

The daily structure is still there.

It’s just that after a short-term run up,
we need a decent correction to digest the overhead pressure.

So my thinking is very simple:

Don’t chase if it’s above $85,000.
Break below $83,000 and watch for a pullback.
Look for opportunities around $81,000.

If it really gives me a chance near $81,000,
I’ll take a serious look.

Not because I can predict the bottom,
but because:

Comfortable medium-to-long-term entries are often not bought when the market is most excited—
but rather waited for when people start to doubt.

Of course, $81,000 isn’t “guaranteed” to be reached.

If BTC instead reclaims above $86,000 with renewed volume,
then this pullback logic needs to be reassessed.

Trading isn’t about guessing the bottom.
It’s about making a plan in advance and waiting for the market to give you the answer.

#BTC .

The ones who are truly ready to take off are often smashed to pieces by the market first.

So poor you hesitate even to buy a bottle of water,
owing debts, insomnia, no one to help, no one to believe in.

When connections break,
when your benefactors are gone,
when hope is fading fast.

You think this is fate trying to kill you.

But it isn’t.

It’s helping you liquidate.

Liquidate your fantasies,
liquidate your dependence,
liquidate your people-pleasing,
liquidate those unrealistic expectations.

Until the end,
when there’s nothing left in your account,
and not much left—anyone—around you.

All that’s left is:

yourself.

Only then do you truly begin to grow strong.

No begging for others,
no complaining,
no self-destruction from overthinking,
no daydreams.

Earn your own money, handle your own problems, and flip the board yourself.

So don’t be afraid of life going back to zero.

Going back to zero isn’t scary.
What’s scary is living your whole life on someone else’s leverage.

For many people, their great fortune
doesn’t begin with sudden wealth.

It begins with:

No one’s coming to save you.

That’s where it starts.

Life first turns you into a chip,
then sends you to the real table that belongs to you.

So if life is beating the hell out of you right now,
don’t rush to surrender.

The market is giving you one last shakeout.

Hold on.

In the next round,
y might be the one who’s holding the chips.

Bitget Announces Latest Resumption Plan:

First resume BTC withdrawals at 16:00 on September 28 (Beijing Time);

Resume ETH withdrawals on September 29. Supports Ethereum, BSC, Arbitrum, Base, and Optimism;

Resume USDT withdrawals on September 30. Supports Ethereum, BSC, Solana, and Tron;

On October 2, all other tokens, fiat currencies, and P2P services will be fully restored.

Bitget states that the vulnerabilities related to the security incident on September 24 have been fixed. Users’ assets and account balances were not affected, and further security verification is still ongoing.

From pausing withdrawals to reopening in phases, Bitget has clearly prioritized “confirming safety first, then restoring functionality” this time.

《China-US Summit Reaches Eight Results: What Impact Does It Have on Crypto Markets?》

1️⃣ “Build a constructive and stable China-US relationship based on respect, fairness, and equality”
As geopolitical tensions ease, global risk appetite may get some breathing room. As a global liquidity asset, BTC is most sensitive to this kind of macro risk shift.

2️⃣ “Support each other in doing well in APEC and G20”
Major global economies will continue maintaining high-level communication, meaning there remains room to coordinate international financial rules. Future regulation of crypto assets also cannot evolve outside the G20 framework on its own.

3️⃣ “Iran should honor its commitment not to develop nuclear weapons; any country or institution shall not charge transit fees for international waterways”
Risks in the Middle East and energy transport directly affect inflation, the US dollar, and US Treasuries. Once energy prices swing sharply, changes in the Federal Reserve’s rate expectations could cause BTC to be repriced as well.

4️⃣ “Recall that China and the United States were World War II allies, and fought side by side to win the war”
This is a historical narrative, but for markets, more important is the signal that “things can be prevented from spiraling out of control.”

5️⃣ “Reach an ‘US$30 billion’ reciprocal tariff-reduction arrangement”
As trade tensions cool, expectations for global trade and liquidity improve. In recent years, every tariff escalation has become a key variable for risk assets, so BTC naturally can’t be completely insulated.

6️⃣ “Visible progress in cooperation between China and the US anti-drug enforcement agencies”
This is actually very practical for the crypto space: stronger cross-border law-enforcement cooperation means compliance requirements for stablecoins, exchanges, and on-chain capital flows may be further strengthened.

7️⃣ “Establish a China-US AI dialogue”
AI and Crypto are forming a new intersection: AI agents, on-chain payments, automated execution of smart contracts, DePIN, and more. As China and the US begin setting up an AI risk communication mechanism, it is itself a signal worth long-term attention.

8️⃣ “The US side welcomes the Chinese government lending a pair of giant pandas to the US’s Atlanta Zoo”
Pandas may seem to have nothing to do with crypto, but what they represent is the resumption of people-to-people exchange.

Summary:
What the crypto market should truly focus on from this summit is not any single item directly bullish for BTC, but three keywords:

Geopolitical risk ↓
Trade uncertainty ↓
Cooperation between AI and financial regulation ↑

What’s truly worth watching in this table isn’t “who got hacked,” but a harsh reality:

The security of an exchange isn’t whether it has been attacked—it’s whether, after an attack, users’ money can still be recovered.

Mt. Gox, Youbit—the end result was that the platform collapsed;

Binance, KuCoin, HTX, and others—handled losses through their own funds, insurance/protection funds, frozen asset tracing, and similar measures.

And today, Bitget has once again put this issue in front of every exchange.

There is no “absolutely secure” exchange in the crypto world.

What really creates a gap is: after something happens, who still has the ability to cover the fallout.