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$BNB has surged to $790 again 🤯

What does this price conceptually mean? In all of 2024, $BNB ’s highest was only around $792. Now it’s basically trading while stepping along the previous cycle’s ceiling~

#CZ ’s recent moves are worth paying attention to. At the end of September, he posted a meme image on X with the caption “Soon…”.
He also retweeted a post saying “Bullish on BNB Chain,” mentioning that tokenized US stock assets have already been deployed on BNB Chain, with over 2 million daily active users and daily transaction volume of 17 million txs—these are hard data.

Personally, I think:

At the $790 level, can it hold and break through $800 in the short term? Honestly, I can’t say. But over a longer time frame, a few things are building up:

1️⃣ The burn mechanism is still running. The 37th quarterly burn is expected to land in mid-October. The supply target is headed toward 100 million coins. This is mechanical deflation—not a guarantee of price going up, but it’s pushing in one direction long term~

2️⃣ CZ’s personal influence. One sentence, one image—markets move with it. That kind of founder-level consensus effect is hard for other chains to replicate. You could say he isn’t actively operating right now, but he holds a large amount of BNB, has an advisor role, and openly calls things like “AI ready.” These signals stacked together provide real psychological support for holders.

3️⃣ On-chain data is climbing. 2 million daily active users, and DEX daily transaction volume nearing $1 billion—these are real usage, not volume that’s been刷出来.

But I also have to be honest: Right now the retail long/short ratio is 2.14, with 68% of people being long, yet the active buy/sell ratio is only 0.81—meaning sell orders are bigger than buy orders. This implies leveraged longs are crowded, and someone is quietly distributing. The odds of a short-term pullback to wash things out aren’t low.

So my view is: Don’t chase at $790 first, but also don’t assume bearish. If it dips into the 750–770 range, for an asset like BNB that has burn support, CZ’s endorsement, and real on-chain data, I’d be more willing to step in.

What do you all think? Come on—let’s chat in the comments~
#BNB突破790美元

@听澜321 post is trending on the hot list again 🤩 Thanks to #币安 official 🌹 #Zcash现货ETF首现周度净流出9360万美元

🤩 Thank you #币安 official
The content post is back on the hot list again 😍
#Zcash现货ETF首现周度净流出9360万美元

Zcash spot ETF crashed 😂 Net outflows of $93.56 million in a single week.

Grayscale’s ZCSH, which was still the “favorite child of the month” in September and had attracted $271 million, once held 3.5% of the total supply—$ZEC . But last week it completely “changed its face”: money turned around and ran. Its assets under management fell from a peak of $980 million to $751 million.

Simply put, it’s because it rallied too hard.
$ZEC surged 254% in Q3. After institutions have made enough, it’s natural to take profits—that’s a classic profit-taking move, and it’s normal. The key is to see whether redemptions narrow afterward and whether the price can hold steady. ETF launches are milestones by themselves; a healthy market is one where capital flows in and out.

Back at the start of the year, CZ publicly stated that the lack of on-chain privacy is the “missing link” for the mainstream adoption of crypto payments,
and also called for privacy features to evolve faster.

Personally, I think this outflow doesn’t change the long-term logic of the privacy track. Demand for privacy won’t disappear; it’s just being accepted by Wall Street in a more compliant form.

What other thoughts do you have? Feel free to leave a comment in the section below 🥳

#Zcash现货ETF首现周度净流出9360万美元

In the US, the September non-farm payrolls only added 29,000 jobs. This data has me a bit baffled 😮

The expectation was 80,000 to 90,000—yet the result came in at just 29,000!
And in the past two months, they secretly revised it downward by 60,000 😂

What really stings is that the unemployment rate rose to 4.2%, and average hourly earnings only increased by 0.1% month-over-month—wages aren’t really rising either.

Plainly put: companies aren’t hiring much, and people also don’t dare to switch jobs ～

My take is pretty straightforward: for the crypto market, this is “good news within bad news.” As rate-hike expectations cool off, the CME’s bets on a rate hike in October have dropped to just over 20%.
$BTC At the time, it directly surged from around 85k and jumped upward, even briefly breaking $87,000.

But I’ve got to pour some cold water on this:
With employment this bad, it’s no longer as simple as “not raising rates.”
Think about it—if companies really start refusing to hire on a large scale, what comes next? Layoffs. Then a downgrade in consumption. Then an economic slowdown.
By that point, the market won’t be worrying about whether rates will be raised, but whether a recession is coming.
And if it gets to that stage, the big pie will still fall along with the stock market…

My own trading idea is: don’t chase the price, and don’t go all-in,
because the first spike after this kind of data is often a sentiment-driven move—not a trend.
So if you really want to get on board, I suggest waiting until it stabilizes first ～

So what do you think— is this a “one-off buy” or a turning-point signal?
Feel free to leave your views in the comments section 🥳
#美国9月非农仅增2.9万人失业率升至4.2%

🌏【Main Title】
On-chain breakthrough to reshape the landscape — SGY deflation opens a new radar era

🌏【Subtitle】
Innovate traditional ecosystem ailments — create lasting consensus through mechanism-driven benefits

📅 【Time】October 3, 2026, 13:30 (UTC+8)
🎬 【Live Stream Location】
Binance Square @听澜321 live room

🎤 Special Host
🎙Gold-credential host in the Web3 space 👉🏻 Li Qian Grace @梨浅Grace
🎙Co-host 👉🏻 Xu Hao Media @旭好传媒

👥【Featured VIP Speakers】（Speakers）
🔹MAX ｜Senior blockchain expert in the industry
🔹MAGGIE｜Senior blockchain expert in the industry
🔹Tinglan @听澜321 ｜Web3 Binance Square gold-standard host
🔹Fendou @奋斗Hustle1688 ｜Web3 Binance Square gold-standard host
🔹Bangbang @帮帮Bonnie ｜Web3 Binance Square gold-standard host
🔹Mike @慢就是快Mike ｜Web3 Binance Square gold-standard host
#比特币升至8.5万美元附近

I just saw some news: on September 30, the U.S. Treasury issued an interim rule allowing states to submit preliminary applications for stablecoin certification before their own regulations are fully in place 😂

In other words, the U.S. Treasury has given stablecoins the green light—but let’s not rush to conclude that this is “a good thing” just yet～

Put simply: it doesn’t matter if your state hasn’t finished writing the rules for stablecoin oversight. You can submit a “letter of intent” to reserve your spot and show that you’re working on it 😂
The deadline is January 18, 2028.
But there’s another firm threshold: only players with an issuance volume of no more than $10 billion can take the state-level regulatory route. If they exceed $10 billion, they’ll have to go through the feds and face tougher scrutiny 🥳

But there’s one key detail not to overlook:
Submitting a “placeholder application” doesn’t mean you’ve passed. The 30-day review countdown only starts once you’ve submitted a complete, unconditional formal certification. In plain English, the Treasury has opened a back door so you can get in line early—but whether you’ll make it to the front, and whether they’ll approve you when you do, is another matter entirely.

My personal take:
This news looks like a positive, but it’ll be at least another two or three years before it’s actually implemented. The real turning point is January 2027.
Under the GENIUS Act, from that point on, stablecoin issuers without a license will be operating illegally in the U.S.
The Treasury’s message is basically: states, you’re running out of time. Send something in now so you’re not scrambling at the last minute 😂

For the industry, though, this is another sign that U.S. stablecoins are moving from “wild growth” toward “licensed operations.”
The $10 billion threshold is a pretty clever dividing line: smaller players are overseen by the states, while the feds oversee the bigger ones. That way, the states still get a piece of the pie, while systemic risks don’t slip outside the federal government’s view.
For ordinary users, though, there won’t be much direct impact in the short term—you can keep using USDT and USDC as usual. But over the medium to long term, the more stringent the compliance requirements become, the fewer gray-area practices there’ll be, and stablecoins will increasingly be seen as “payment tools” rather than “speculative tools”～

What do you think of this approach—good or bad? Feel free to share your thoughts in the comments～
#美财政部允许各州提前提交稳定币认证

🌺Tomorrow @听澜321 live room, don’t miss it～

Live time: 10:00-14:30
#比特币升破85200美元

🌺@听澜321 Happy National Day to everyone 🎉

The first day of October
I leave the excitement to the crowd
I leave my respect in the depths of my heart
The mountains and rivers are beautiful; life is worth it
May we all live as a footnote to this glorious age~
#国庆快乐 #QNT一周涨287%

The U.S. stock earnings season is about to get lively.
S&P 500 expected earnings growth is more than 23%, marking the eighth consecutive quarter of double-digit growth.
But my view is very direct: the better the data looks, the more you need to be careful.
The reason is actually simple:

NVIDIA is a “big player,” not a normal company.
It just announced an additional $150 billion share repurchase, with authorization up to $235 billion. What does a repurchase mean? It means the company thinks its stock price is “quite cheap.” Think about it—one of the giants with 70% year-over-year growth says it’s cheap…

But in my opinion, NVIDIA’s biggest risk isn’t its performance—it’s that it’s tied the entire AI ecosystem too tightly. It provides guarantees for OpenAI, insures loans for neocloud, and even wants to shift the risk of AI chip collateral loans to insurance companies🤐
This isn’t just selling chips anymore—it’s providing credit backing for the whole industry. With a scale this large, if it stumbles, it becomes a systemic risk~

$MU is a bet that “the cycle will turn into growth,” and that’s where the biggest disagreement lies.
Tonight’s earnings: the market expects revenue of $50.9 billion and EPS of 31.49, up +342% year over year. Morgan Stanley poured cold water early, saying EPS could be only 31.2😂 But the key isn’t this quarter—it’s the fiscal 2027 guidance.
Micron is currently trading at just 6.8x earnings for 2027, which clearly suggests the market doesn’t believe this memory upcycle can last.

My personal take: if Micron’s guidance tonight proves that AI demand has turned the “cycle” into “growth,” then this is basically free money; if the guidance is average, then the good news is already priced in…

$SNDK is “the one with the most upside,” but don’t be fooled by the rally~
It’s up 1,663% in a year! Market cap went from $6.6 billion to $266 billion. It also announced a $14 billion repurchase. But SanDisk is doing NAND, and its cyclical nature is even more intense than Micron’s DRAM.

My personal view: once it’s already surged 16x and you still talk about being “bullish,” it takes a lot of courage😂 Analysts’ average target price is $2,136, and it looks like there may be more room—but if NAND prices turn around, the valuation could get slashed ruthlessly. It suits people who bet on the track, not those who want something they can hold onto~

One more thing: expectations are already stretched to the max.
The biggest trap in earnings season is “beating expectations” itself. When all the analysts keep raising their numbers and raising them, even a decent earnings report from the company is very likely to mean the good news is already exhausted~
If you have other thoughts, feel free to leave them in the comments section~
#股票财报季

$XAU This latest dive, actually, is caused by oil prices “acting up”~

The US and Iran have stalled in the Strait of Hormuz, and Brent crude has climbed back above the $100 mark.
When oil prices rise, inflation expectations can’t cool down, so the Fed not only dares not cut rates—it may even keep hiking.
And what gold fears most is this, because gold itself doesn’t generate interest.
Even US Treasury yields are surging to above 5.2%, making the “opportunity cost” of holding gold unbelievably high.

This round of sell-off pushed gold down to $4,144, and there’s a detail that most people might overlook:
The main force behind this dump isn’t retail panic—it’s central banks themselves selling~

Isn’t that logic kind of counterintuitive?
Because in traditional thinking, central banks are gold’s “ever-bullish” side—they’ve been buying for nearly two years straight.
But once oil prices break above $100, the situation changes:
Central banks with higher reliance on energy imports need to sell gold reserves to raise dollars, stabilize the exchange rate, and buy oil.
Buying is strategic allocation; selling is a survival necessity 😂

So this drop isn’t because “faith in gold” has failed.
It’s because liquidity has been squeezed—it's not that gold is suddenly worthless; it’s that money has become more “expensive.”

My personal view is: don’t try to guess the bottom in the short term—wait until oil prices stabilize first.
Only when central banks are no longer forced to sell gold will the bottom truly be solid.
What you may be catching now could be a “flying knife” 😂—or pressure being released from central banks’ selling.

So I still recommend entering the market cautiously~

What do you think? Feel free to leave your thoughts in the comments~
#黄金跌至4144美元

🌺The post is on the trending hot list, #1!

Thanks to #币安 Official
Maybe we can get some subsistence allowance now? Haha😃
#Bitget黑客转移8300万美元被盗XRP