September 30th Jili Morning News:

1. $BTC is quite stable—fluctuating around 84K, not much change. It feels like it’s choosing a direction. It’s about to take off;

2. $ETH is stronger than the big brother. It’s still ranging around 2700, with a chance to push toward 3000;

3. $SOL is still churning around 120. The primary market is starting to heat up;

4. Today, U.S. spot Bitcoin ETFs saw net inflows of 511 BTC, while the Ethereum ETF saw net inflows of 5,648 ETH;

5. Kalshi plans to raise $1 billion at a $40 billion valuation. Sequoia Capital and Wellington Management are set to lead the investment;

6. U.S.-Iran diplomatic negotiations have hit a stalemate—neither side is willing to give ground;

7. Lumia launches the LGP-01 governance proposal: plans to fully buy back HyperNode node rewards and establish a growth fund;

8. David Sacks: A top U.S. frontier AI lab has signed a White House SI agreement, which will introduce internal controls and external audits;

9. Bitwise report: 15 large institutions did not sell when Bitcoin fell—they actually increased their holdings;

10. BlackRock: AI may drive demand for crypto and stablecoins;

11. Saylor proposes daily dividend distributions for preferred shares for strategy companies;

12. The U.S. SEC and CFTC’s crypto regulation is hampered by a shortage of commissioners;

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In the primary market, the SOL chain STONK just bounced back to around 300 million. It’s getting so tough that it’s starting to fight back. The million-dollar “golden retriever” dogs are running wild again, SI has been pushed to 60 million—take a look at that.

In Robinhood’s first phase, the ten-million-dollar golden dogs are still relatively stable. The remaining tens of thousands are too weak, so I’m not looking.

The BSC money-making effect is really huge—one ten-million-dollar player popped out, and multiple million-dollar ones as well. The ceiling has been opened. Strong—look here for the National Day holiday.

In the secondary market, the staking sector led the way. AAVE is leading the old DeFi crowd to take off together—ETHFI, PUMP, and others are making new highs.

It’s the last day before the holiday—you’re starting to prepare for the harvest season in October. The prerequisite is that you have to plant it.

Don’t panic when it dips, don’t FOMO when it rises. Holding strong is more important than anything. If you want both, you end up with nothing.

#跟着锦鲤学打百倍金狗 $币安人生

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