Crypto比特喵

In two hours, $BMT went from 0.025 to 0.051, and now it’s fallen back to around 0.043. I’m not chasing a move like this; I’ll wait for a pullback.

The reason is simple: around 10:30 this morning, a listing announcement in the Korean won market came out, and buyers rushed in. Trading volume across the next two 1-hour candles came to nearly 20 million U combined; not a single hour yesterday topped 2 million. Looking further back, Bubblemaps was already getting attention this week. First, it exposed a KOL on Pump.fun who allegedly bought before shilling; then it checked the widely circulated claim that Kimchi made $40 million on $TRUMP against on-chain wallets, and found the figure was closer to $6 million.

But it’s important to distinguish between the two: the investigation post going viral means the product is breaking through, and has no direct connection to the token’s supply or revenue. The listing brought in mostly sentiment-driven money. On the futures side, open interest value nearly doubled in two hours, rising from around 5.1 million to 9.75 million U. The retail long/short account ratio climbed from 0.81 to 1.01. Shorts got squeezed first, and now more people are piling in on the long side. After the wick to 0.0514, the price has already pulled back by 15%, and there’s plenty of selling pressure overhead.

My plan: 0.037 is the base of that big-volume bullish candle. I’d consider testing the waters with a small position if the price pulls back there and holds. If it falls straight back below the previous high of 0.030, this move will basically have been a one-day pump. There’s also an unlock of about 19.27 million tokens on November 11, so don’t get too carried away if you’re looking at the medium term.

#BMT

The Dow plunged more than 650 points in one go on Friday, so I’m keeping my exposure to risk assets light over the weekend and waiting to see what the Fed says on Wednesday.

The market action was pretty clear: the Dow closed at 52,215, down 1.23% on the day; the S&P 500 at 7,623, down 0.52%; and the Nasdaq held up relatively well, slipping just 0.21% to 25,955. The drag wasn’t any one tech stock having a problem on its own. Oil prices gave inflation expectations another jolt first: Brent settled at $116.72, up 3.1% for the day and its highest close since late April; WTI also moved above $103.27. Energy stocks, by contrast, rose about 2.5%, while most other sectors gave ground. This mix of “oil up, stocks soft” isn’t especially friendly to risk appetite in the short term.

Next week is more important. The Fed announces its decision on Wednesday. The market broadly expects it to hold rates steady, but everyone will be watching for clues on whether it might raise rates again in December. Earnings are also due from mega-cap cloud providers including Alphabet, Microsoft, and Amazon. Any shift in their AI capital-spending guidance could send the Nasdaq and risk assets moving. $BTC has been tracking the mood in U.S. stocks over the past couple of days. It’s currently around 81,000, with a modest pullback over the past 24 hours as well. Weekend liquidity is thin, so I’m not using leverage to bet on a rebound.

My view in a nutshell: treat both U.S. stocks and crypto as choppy and approach them with caution for now. Keep positions small rather than large until Wednesday’s statement and dot plot are out. If oil keeps pushing higher, don’t rush to treat a pullback as a bargain-buying opportunity.

Data: Friday’s U.S. stock market close (Reuters/AP); oil settlements (Reuters); BTC spot price from Binance.

The positive news keeps piling up, but $SUI is still stuck around 0.96. I’m not chasing it in the short term; I’ll wait and see.

The narrative over the past few days has actually been pretty solid: Samsung Wallet plans to enable USDC cross-border transfers for around 82 million Galaxy devices in the US in late October, powered by Sui; on 10/21, Grayscale also added the Sui Staking ETF (GSUI) to its in-kind subscription program; and on-chain, there’s Hashi’s institutional solution for using BTC as collateral on Sui. But the official announcement also made it clear that Wallet will only support USDC at launch and won’t hold SUI directly—the buzz is there, but that doesn’t mean buyers will rush into spot SUI right away.

The chart is more straightforward. On the 4H timeframe, price has already fallen below the EMA20 (around 0.99) and EMA50 (around 1.01), with the RSI near 37. It dipped to 0.94 this morning, and the 24-hour change still hasn’t turned green. In the futures market, the retail long/short account ratio is stuck at 2.05, with roughly two-thirds of accounts going long. Yet open interest has fallen from about $110 million to $104 million over the past couple of days. Longs are crowded while positions are shrinking; in this kind of setup, chasing a rally is an easy way to get shaken out.

What I’m watching is simple: let it stabilize around 0.94 before considering an entry, and don’t rush to turn bullish until the 4H candle closes back above 0.99. If it gets swept lower again over the weekend, let price speak for itself. Liquidity is thin, so don’t size up.

$SUI #SUI #CryptoMarket

I took a look at the broader market on Saturday morning, and I’m leaning cautious on $BTC in the short term. I’m not really looking to buy the dip here.

What concerns me isn’t the price—it’s the people. Just before BTC surged to around 84.5k in the early hours of Thursday, the futures long/short account ratio briefly sat at only about 1.03. People were pretty nervous. But over the past two days, as the price slid all the way from 84.5k to 80.7k, the ratio instead shot up to 2.2 in one go. That means 2 out of every 3 accounts are going long and buying the dip. Open interest hasn’t fallen much either, still hovering around 93,000 BTC, while funding rates remain slightly positive. The Fear & Greed Index has cooled from 68 to 51, but positioning hasn’t.

When more and more people go long as the price falls, the market often needs one more sweep lower to clear things out. The low from about ten days ago was 79.8k. I’d rather see the market test that area first and flush out these longs before talking about a rebound. If it can reclaim 82k, I’ll reconsider.

Liquidity is thin over the weekend, so wicks are common. Keep leverage low.

#BTC #市场情绪 #CryptoMarket

The chain was halted overnight, and about $2.7 million was transferred out. Yet $INIT 24h is up 14.9%, now at 0.149. My take: short-term bearish. I wouldn’t chase this bullish candle; it’s more likely to pull back toward 0.134 first.

Here’s what happened: At 23:41 Beijing time on 10/23, Initia L1 and its Rollups were paused following a security incident. Co-founder Zon said it was a MoveVM zero-day vulnerability. After minting tokens, the attacker bridged out about $2.7 million in AUSD, ETH, and USDC. Native INIT was not affected.

I’m bearish for three reasons:
① The situation is not fully resolved. The official postmortem hasn’t been released, and the losses haven’t been formally confirmed. Upbit and Bithumb have suspended INIT deposits and withdrawals and issued investment warnings.
② The rally was too sharp. On the night of the incident, the price bottomed at 0.1134 and peaked at 0.1574—a nearly 39% move from low to high. The 4H RSI is 69 and the daily RSI is 73, both in overbought territory.
③ Leverage is piling in. From 22:00 last night to this morning, the value of futures open interest rose from about $8.16 million to $10.45 million (+28%). If those positions start to unwind, the pullback could be fast.

📍 Levels
· Pullback targets: 0.134 (4H EMA20), then 0.129 (4H EMA50)
· Thesis invalidation: If a 4H candle closes above 0.1574, I’m wrong.
· A break below 0.1134 would mean the market is starting to reprice the incident.

⚠️ About 57% of positions in futures accounts are short, so shorts are already crowded. A positive official postmortem could trigger a short squeeze. Don’t overleverage or hold onto losing positions.

Personal opinion, not investment advice. DYOR

#INIT #Initia #OnchainSecurity

$NEAR , up 158% in 90 days, dropped all the way back to 4.62 today (24h: -5.1%). My view: bullish in the medium term, but I wouldn’t chase it here. I’ll wait for it to stabilize around 4.30–4.40 before buying; if it closes below 4.26 on the daily chart, I’ll admit I was wrong.

Why am I not panicking even though it’s down? Three reasons:

1｜Supply is moving in a better direction. House of Stake’s HSP-029 is up for a vote, proposing to lower NEAR’s annual issuance cap from 2.5% to 1.6%. Even if it passes, there’ll be a 90-day grace period, followed by a gradual reduction over 24 months, and it won’t take effect until validators upgrade. So this is a slow-moving factor, not a catalyst for tomorrow.

2｜The project keeps delivering. NEAR Business launched on 10/20 (a confidential multisig vault supporting 35+ chains); on 10/23, it announced that Chain Signatures now run entirely in TEEs, with 17 independent nodes signing at an 11/17 threshold.

3｜This drop looks more like deleveraging than a short-driven sell-off. The value of open futures positions fell from about $263 million to $248 million over 24h, and the funding rate is near zero (-0.0026%). The daily chart is still above the EMA50 (around 4.26); the broader structure remains intact.

📌 My plan
· Buy zone: 4.30–4.40 (20-day low at 4.301 + daily EMA50)
· Confirmation of strength: 4H close back above 4.93–4.98 (4H EMA20/50)
· First target: previous high at 5.45
· Invalidation: daily close below 4.26

⚠️ It just fell below the 4H EMA200 (around 4.65), and the MACD histogram is still expanding, so it’ll probably retest lower in the short term. About 58% of futures accounts are long, so longs are crowded; another shakeout wouldn’t be surprising. Don’t go all in or use heavy leverage.

Personal opinion, not investment advice. DYOR

#NEAR #NEARProtocol #AltcoinCorrection

Five 4H candles, each with a lower high than the last. $WLD plunged to a low of 0.5079 this morning, down 6.7% in 24 hours. I’m sitting this one out instead of buying the dip: I won’t touch it until a 4H candle closes back above 0.535. If it breaks below 0.50, I’ll watch 0.4565 as the next level.

Here’s why I resisted the urge to jump in 👇

▪️ Some traders are adding to their positions as the price falls. Futures open interest, measured in tokens, rose from 179 million to 182 million over 24 hours, while the price fell 6.7%. The funding rate also turned slightly negative (-0.0085%). This looks more like traders opening short positions as the price falls than a bottom forming after a panic sell-off.

▪️ There’s a token vesting release today. Tokenomics.com lists a vesting event for about 100.1 million WLD on 10/24. An unlock doesn’t necessarily mean an immediate sell-off, but at this point, I’m not willing to take those tokens off someone else’s hands.

▪️ The daily chart has just turned bearish. The daily MACD histogram has flipped from positive to negative, and the price has fallen below the daily EMA20 (around 0.525). There was also a roughly 21% bounce over the previous 7 days, which now looks more like a retracement.

The fundamentals aren’t bad. World just announced a World ID solution for banks and financial institutions at Money20/20, and there have still been a couple thousand discussions about it on X each day over the past week. But a good narrative doesn’t mean this is the right time to buy.

📍 Levels I’m watching
· 0.5079 to 0.50: today’s low, also near the 4H EMA200
· Bullish reversal condition: a 4H close back above 0.535 (4H EMA50)
· Breakdown target: 0.4565

⚠️ The 1-hour RSI has already dropped to around 30, so a short-term bounce could happen at any time. Chasing shorts isn’t worth it either. About 64% of futures accounts are long, so if those positions get flushed, volatility could increase.

Personal opinion, not investment advice. DYOR

#WLD #Worldcoin #TokenUnlock

Only 8 days until the November 1 unlock. $ENA rebounded 4.9% today to 0.209. My take: don’t chase the rebound; I’m leaning bearish in the short term. If the 4H candle can’t close above 0.2136, I’d first look for a pullback to 0.1976.

Why I’m not following this move:

1️⃣ The price is rising without fresh money coming in. Over the past 24 hours, open interest in futures fell from 515 million tokens to 486 million, down about 6%, while the price rose. That looks more like short covering than new longs entering.

2️⃣ The previous high was just rejected. After reaching 0.226 on 10/22, the price fell back to 0.20 within two days. Now it’s testing around 0.2136 again, and an upper wick has already formed. The daily MACD is still below its signal line, and volume hasn’t picked up either: trading volume over the past 7 days is about 22% lower than in the previous 7 days.

3️⃣ Supply is arriving before the buyback. On 11/1, 275 million ENA tokens will be unlocked, about 2% of the circulating supply. The anticipated fee-switch buyback won’t start until USDe supply reaches $7.5 billion. It’s currently just over $4.6 billion, so there’s still a long way to go.

📌 Key levels I’m watching
· Resistance: 0.2136, a level the price has repeatedly failed to break over the past few days
· Target 1: 0.1976; Target 2: 0.1893
· Invalidation: If a 4H candle closes above 0.219, I’ll admit I’m wrong and stop being bearish

⚠️ About 62% of futures accounts are currently long, so shorts could also get squeezed. If institutional borrowing continues to pick up, the fundamentals could also be stronger than I expect. Keep positions small and use a stop-loss.

Personal opinion, not investment advice. DYOR

#ENA #Ethena #TokenUnlock

70% of contract traders are long $PEPE . I’m taking the other side: short-term bearish. If the rebound can’t hold above 0.00000495, I’m looking for a move back to 0.00000445.

First, here’s what drove this move. PEPE hit a high of 0.00000511 yesterday, up more than 10% on the day, but there was no new project-related news. It looks more like a meme-coin sector rotation amplified by leverage. Coinbase CEO Armstrong posted a Pepe-style meme, and the discussion on X heated up quickly.

I’m bearish, mainly for these three reasons:
· Leverage hasn’t been flushed out. Open interest in contracts surged from $86.9 million to $108 million, up about 24%. After the price pulled back 8% from its high, open interest only fell to $98.8 million—still about 14% above its pre-rally level.
· Longs are crowded. The long/short account ratio is 2.36, and the funding rate has stayed at +0.01%. During a pullback, longs either have to cut their positions or keep paying to hold them.
· The hourly chart is weakening. Price has fallen back below the 1H EMA20 (0.00000475), and the green bars on the 1H MACD are still growing after a bearish crossover.

📍 Levels I’m watching
Invalidation: A 4H close above 0.00000495 would invalidate this view.
Target 1: 0.00000445, the consolidation zone before the rally
Target 2: 0.00000417, the 4H EMA200

⚠️ Daily swings of more than 10% are common for meme coins, and shorts can get squeezed too. Keep your position size small and use a stop-loss. This is just a short-term view; the daily trend is still up for now.

Personal opinion, not investment advice. DYOR.

#PEPE #Meme币 #FuturesData

$ZEC NU7 surged to 1368 when its activation date was announced, then gave back 10% in just two days. My view: cautiously bullish, but wait for a 4H close above 1260 before following the trend.

Simply put, this pullback looks more like a leveraged-position washout than a market top:

1️⃣ Leverage is being flushed out. Open interest in futures is down about 7% from its 10/22 peak, and the funding rate is only around 0.003%—basically neutral. The long/short account ratio is 0.81, with 55% of accounts short, so short positions are actually more crowded.
2️⃣ The daily trend is intact. Price is above the daily EMA50 (1193), while the EMA200 is far below at 800. The daily MACD histogram is expanding, and trading volume has fallen by 40% during the pullback.
3️⃣ Catalysts are still ahead. NU7 is expected to activate on 11/5, reducing block times from 75 seconds to 25 seconds, with 60% of fees going to a reserve pool to subsidize miners. Grayscale's ZEC ETF has seen net inflows for 3 consecutive days this week, with a daily high of around $15 million.

Social media buzz: Discussion peaked at 1.6 times its usual level on the day NU7 was scheduled, but has since cooled off. Sentiment is subdued. I think that's actually a good thing.

📍 Key levels
Breakout: 1260 (the 4H EMA200 and the level price was rejected from today)
Target: 1368, then the September high of 1698
Invalidation: A 4H close below 1187 invalidates this view; the next support is at 1137

⚠️ Daily moves of 5–10% are common for ZEC, so avoid high leverage. NU7 is a hard fork; keep an eye on deposit and withdrawal announcements before and after the upgrade.

Personal opinion, not investment advice. DYOR.

#ZEC #Zcash #NU7

9.9 Wednesday morning pancake, box-shaped pattern. Intraday: first empty, then more.

After a strong surge and a break to the high in the early phase, pressure builds above and a pullback occurs. On the daily timeframe, price is still holding above the medium-term moving average, which is consolidation during an uptrend—not a top reversal. ETF capital continues to flow in; institutions have not exited in large scale. The “Golden September, Silver October” time window is already open, and the foundation for a larger-scale up move remains. In the short term, consolidation is simply washing out shaky positions.

On the four-hour timeframe, upside momentum has slightly weakened. There has been repeated back-and-forth tug-of-war, with intense battles between bulls and bears. At higher levels, new short setups keep appearing and getting squeezed, while chasing longs are also likely to be harvested by short-term pullbacks. This is a classic period of “position washing” (stop-hunting/cleansing).

For now, short-term resistance is 795–800, and short-term support is 776–770. For the day, first watch the support area; after it stabilizes, then look for longs.

$PONS or the asset I’ve been paying closer attention to recently.
What’s really interesting isn’t how much it’s been up lately,
but that the funding flywheel behind it is becoming clearer.
The platform has real trading and generates fee revenue.
A portion of the protocol revenue is used for buybacks and burns.
So far, nearly 30% of the initial supply has already been burned.
In the past 30 days, Pons has processed about $1.347 billion in DEX transaction volume.
Protocol revenue has also remained at a relatively high level.
So what I care about isn’t just whether PONS can keep going up,
but whether this revenue → buyback → burn cycle can keep going.
If trading activity continues to stay strong
and the token’s supply keeps shrinking on the supply side,
then PONS’s story isn’t just a Meme anymore.
It starts to have a bit of a
cash flow + buyback + deflation vibe.
Of course,
the prettier the data looks, the more you should verify it on-chain yourself.
DYOR

ZEC: The Crossroads After an Epic Short Squeeze

Since September 2026, Zcash (ZEC) has played out one of the most astonishing crypto market rallies. On September 7, ZEC broke through the $1,200 psychological level, with an intraday high reaching $1,253–$1,257. Its market capitalization briefly surged to as high as $21.11 billion. Starting from below $50 in September 2025, ZEC has posted a cumulative gain of over 2,300%. In just the past week alone, it rose more than 40%, and over the past month the increase was roughly 140%.

This round of explosive growth is the result of multiple factors converging. The most direct catalyst was the Grayscale Zcash spot ETF (ZCSH) listing on the NYSE on August 25. After launch, it attracted over $34.4 million in net inflows. At the same time, once ZEC broke above $1,000, it triggered a massive short squeeze—within just two trading sessions, about $79.5 million in short positions was liquidated. Shorts were forced to buy to cover, creating a positive feedback loop. The resurgence of the privacy narrative in the AI era, the SEC ending its investigation into the Zcash Foundation, and Ironwood upgrades fixing vulnerabilities in the Orchard pool—all of these together formed the catalysts behind the rally.

However, Wang Chun, co-founder of F2Pool, publicly said this surge is a “narrative-driven squeeze,” not a reflection of improvements in the network’s fundamentals. He pointed out that Zcash’s daily trading volume is about $3.18 billion, which doesn’t match the characteristic of a privacy network growing primarily through organic user adoption.

Technical indicators have also released conflicting signals. The daily RSI once spiked to 87, and the MACD has formed a bearish crossover. While the price is above all moving averages, its deviation from the 200-day moving average (at $458) is as high as 151%, making pullback risk impossible to ignore. In the short term, if it falls back below $1,200, it could test $1,180 or even $1,100.

ZEC is at a critical juncture after an epic rally—whether a new phase of price discovery is beginning or the tail end of an overheated move remains to be confirmed by time.

According to the KOLs who returned from Hong Kong, the consensus now is that cryptocurrency is going to cool down, and everyone should go all in on AI?

It seems that a crazy bull market is coming! Brothers, hold on.

The most miserable in this round are the hoarders of altcoins and the longs, who are the most deeply trapped, losing the most money, and enduring the greatest mockery and humiliation.

Always bullish, always fully invested, always teary-eyed, 🌿 you f***ing crypto world #何时抄底？ $BTC $ETH

Did the S3 of the Virtual ecosystem start from $FACY? It hurts so much, this is the project I went all in on, and it ended up being sold out at a market cap of 2M, plus I took a 10-day TP; otherwise, this one would have broken even and made a huge profit
🥲

What? When I am a diamond hand, I punish diamond hands; when I am not a diamond hand, I reward diamond hands. Damn!

@Virtuals Protocol the ecological liquidity is back, $VIRTUAL don't hold back either, let's go, V is optimistic about you.

Finally, the Virtual ecosystem has fully exploded, just waiting for the main coin to soar!

Since the last TP, I've been quite lazy recently and missed out on a lot, officially returning tomorrow. I still have a pocket full of V tokens, just in time for the Genesis update.

This Launch update will be divided into three tiers: 21K, 42K, 100K, and reaching the threshold will automatically move you to the next tier. Different tiers correspond to different valuations.

However, I found that the new share allocation has greatly decreased. From the previous 37% it has dropped directly to 7%, it is clear that this update is a huge benefit for the project party, which will improve the quality of its ecosystem, but it seriously weakens the benefits for users. The only consolation is that veVIRTUAL holders will have a fixed 2% airdrop share, but I don’t know how much will actually be received. Starting to empower staking is ultimately a good thing.

I don’t know how @Vader_AI_'s point earnings are doing now, still need to push for the ranking, the price of $VADER is still low, just checked and there are still over 200 days until unlocking, it doesn’t matter if it goes up or down, first let’s work hard to maximize the value of $VADER and then talk about it $VIRTUAL
😂

Feeling good, feeling good! @virtuals_io Daily points hit a new high:

▰ Total points: 29501
▰ DAB points: 2028
▰ DDP points: 27473

Today I ranked 53rd on @VaderResearch leaderboard, earning 13889 points, so great. I sincerely suggest anyone wanting to earn points quickly should definitely participate in Vader Yapping; you can check out the post I made today. Yapping is a two-for-one deal, which is enough to earn 20,000 to 30,000 points, and it doesn’t require too much effort.

I am the best example; with Vader Yapping + Kaito Yapping combined, I already have 23563 points, and the DAB points and veVIRTUAL staked score are not high. If you don't want to buy v stakes and don't want to deal with net buy multipliers, then Yapping two-for-one is the most cost-effective way.

The only threshold is staking 10,000 $VADER tokens. Keep it up every day, slow and steady, and even without good new projects, you can slowly break even; when you encounter good projects, you can enjoy the rewards.

Recently, the overall quality of projects on Genesis has been quite poor, with even a 1 million market cap being very difficult. What I’m looking forward to next is MONEY and EVA; I hope the big market can cooperate and explode.🙏

Keep going, VIRGEN🫡

I just found out that I ranked 53rd on the @VaderResearch Top Yapper list, which was quite unexpected.

My posting frequency isn't very high, and I haven't been overly flattering, nor have I been competitive in English; I've just been posting normally and mentioning things. It seems that the Vader leaderboard is much easier than Kaito's @virtuals_io mental leaderboard, as there are fewer people and less competition.

For those who want to participate in the @virtuals_io ecosystem but don't want to spend too much, I suggest that you only need to stick with Vader and Virtual Yapping, which has very low costs and very good results.

1/ Visit the @VaderResearch official website and connect your X account.
2/ Purchase 10,000 $VADER tokens and stake them for 360 days.

This way, you will gain eligibility to participate in Vader Yapping. Keep posting daily about @virtuals_io and @VaderResearch @Vader_AI_ content, and make sure to only add tags related to Virtual and Vader, without adding any others. This way, you can double your benefits; it's expected that on good days you can earn 20,000 to 30,000 points, while the cost is only about 500 USD, which is definitely worth a try.

#晒出你的交易 $VIRTUAL
Optimistic about the empowerment and layout of virtual, will continue to increase positions