📈 #BTC bull market may have quietly begun, and you may currently be in the early stage of a new round of market activity! Many people are still watching from the sidelines, wondering whether midterm elections, future interest rate hikes, and various policy news will trigger another round of declines. But there is one important signal in trading worth paying attention to: when bad news materializes and the market does not experience the expected sharp selloff, it is worth re-examining the market’s true ability to absorb selling. ❤ Thank you for your attention!
🇨🇳 Happy National Day|A new month begins 🌅 Born under the red flag, growing in the spring breeze; wherever you look is China, where the five stars shine is faith ❤️
With steadfast resolve, calmly watch the cycles rise and fall 📈 Keep independent thinking, stay true to your heart—don’t chase the noise, simply wait for the flowers to bloom ✨ In this new month, may our homeland be forever safe and secure; we move forward steadily 🦋
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But this time, what Wall Street really wants to know might not be how much the EPS beat is.
Instead, it’s a question worth tens of trillions of dollars:
With all that money being burned by AI—are they actually starting to make profits yet?
In the past few years, tech giants have been疯狂 buying GPUs, building data centers, and racing for power and compute capacity.
Now the pressure is starting to show:
🤖 AI demand is still exploding 💰 Cloud providers’ capital expenditures continue to expand 🔥 Orders for AI chips and memory remain tight ⚠️ But the market is starting to ask: how long before the spending turns into profits?
Micron’s latest earnings report has already sent a signal—demand for AI infrastructure remains strong, and customers’ long-term purchasing commitments continue to increase.
But the real test is still ahead.
If the next round of tech giant earnings proves that:
AI revenue growth > AI spending growth
the market may once again price in the “AI productivity revolution.”
On the other hand, if profits can’t keep up with capital expenditures—
then these currently expensive AI valuations will, for the first time, truly face scrutiny.
And it’s not just about the US stock market.
Once tech-sector risk appetite changes, BTC and the entire crypto market could be repriced as well.
So for this earnings season, I’m only watching one question:
Is AI starting to print money—or still burning it?
🍂 As September comes to a close and October begins anew! ✨
As September draws to a close, looking back on the turbulence and dormancy we’ve walked through, every act of steadfastness is an accumulation of growth; every time we settle, we’re gathering the strength to move forward. 📊
Don’t be anxious due to a brief period of silence, and don’t waver because of market fluctuations. Stay patient, hold fast to your convictions; walk together within consensus, and grow through volatility. 🕊️
🍁 Farewell to September—hello to October!
May we always stay together with one heart, with steady steps, and live up to the time, and to our perseverance. Through the storms of the market, we quietly await the blooming of what’s meant for us! 💛🦋
📈 #BTC bull market may have quietly begun, and you may currently be in the early stage of a new round of market activity! Many people are still watching from the sidelines, wondering whether midterm elections, future interest rate hikes, and various policy news will trigger another round of declines. But there is one important signal in trading worth paying attention to: when bad news materializes and the market does not experience the expected sharp selloff, it is worth re-examining the market’s true ability to absorb selling. ❤ Thank you for your attention!
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Looking back at the regulatory path of the crypto industry—it’s actually quite interesting.
2022: The SEC sued everywhere; people said, “Regulation is trying to kill crypto.”
2023: The Bitcoin futures ETF got approved; people said, “It’s just futures, not spot.”
2024: Spot ETFs got approved; institutional capital poured in on a large scale. 2025: RWA explodes, and stablecoin legislation is pushed forward.
September 2026: The SEC opens up pilot programs for tokenized stocks.
Did you notice? Every time the industry moved one step forward, there were people back then saying it was “not enough,” “too slow,” or “not useful.”
But when you look at it all together from hindsight, this road has always been extending forward—never stopping.
From “Is crypto a scam?” to “Can crypto be regulated?” to “Can ETFs be approved?” to “Can tokenization be done?”—the level of the questions keeps getting higher, and the industry’s boundaries keep expanding.
Many people like to ask, “When will the bull market come?” But a bull market isn’t a specific point in time—it’s a stretch of road.
You’re walking down the road, then you look back and realize— you’ve already come this far.
🧧🎁🌹🧧🎁🌹 The SEC Chair Speaks Out in Support of Asset Tokenization: In an interview, Paul Atkins, Chairman of the U.S. Securities and Exchange Commission (SEC), said he hopes to actively promote the transition of traditional stock markets to on-chain operations, and bluntly stated that the entire financial system is accelerating toward the Bitcoin and cryptocurrency era. Robinhood Launches Perpetual Contracts Service: Major broker Robinhood has officially launched a Perps (perpetual contracts) product for U.S. traders, supporting 24/7 trading and up to 10x leverage. With this, it has become the first compliant mainstream platform to connect six major asset classes—stocks, options, cryptocurrencies, futures, prediction markets, and perpetual contracts—on a single platform. Binance Suspends Base Network Deposits and Withdrawals: To support the network upgrade and hard fork planned for the Layer 2 network Base being incubated by Coinbase, Binance suspended token deposits and withdrawals on that network on September 30 (related token trading remains normal). Prediction Market Kalshi Seeks Massive Funding: Prediction market operator Kalshi is in deep negotiations for a new round of $1 billion in funding, aiming for an evaluation as high as $40 billion, with existing investors such as Sequoia Capital participating in the discussions
[LIVE] 🎙️ Build the Binance Square, hold BNB|Today is National Day. Wishing everyone a happy holiday 🎉. Will there be something different in the market these days? Let’s chat~
🇨🇳 Happy National Day|A new month begins 🌅 Born under the red flag, growing in the spring breeze; wherever you look is China, where the five stars shine is faith ❤️
With steadfast resolve, calmly watch the cycles rise and fall 📈 Keep independent thinking, stay true to your heart—don’t chase the noise, simply wait for the flowers to bloom ✨ In this new month, may our homeland be forever safe and secure; we move forward steadily 🦋
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