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🇨🇳 October 5 | Crypto Market Brief
$BNB 🧧
📈 BTC tests $87K again as selling pressure emerges

BTC is currently around $86.2–86.4K, having briefly approached $87K during the day; ETH is around $2.73K, and SOL around $121–122.

BTC has now tested the $86.5–87K area for the second time, but has yet to break above the late-September high of around $87.4K. The total market cap has climbed back to around $3T.

🏦 OKX × ICE: 24/7 U.S. stock trading moves on-chain

The biggest institutional news of the day is here.

OKXICE, formed by OKX and Intercontinental Exchange, the parent company of the NYSE, has filed an application with the SEC to launch a 24/7 U.S. tokenized stock trading platform.

The initial lineup is planned to cover more than 60 companies, including Nvidia, Apple, Microsoft, Amazon, Tesla, Coinbase, Circle, and SpaceX, with deployment planned on X Layer.

This is no longer “RWA in theory”—it’s an attempt to bring traditional stock markets truly on-chain.

🟠 Saylor sends another signal, but no confirmed BTC purchase yet

Michael Saylor posted “More orange than ever” again.

Naturally, the market began speculating about whether Strategy is going to buy BTC again.

But as of this morning, there is no new 8-K confirmation.

Strategy currently holds 847,666 BTC at an average cost of around $75,437; its most recently confirmed purchase remains the 1,665 BTC bought in late September.

🔥 ETF flows: Still strong on a weekly basis

For the week of September 28–October 2, BTC ETFs saw net inflows of around $241M, while ETH ETFs saw net outflows of around $138M.

SOL ETFs saw around +$2.4M, and XRP ETFs around +$4.7M.

Institutional money hasn’t disappeared from BTC; it has simply shifted from September’s frantic inflows to a noticeably slower pace.

🌡️ Macro: Weak jobs data gives BTC some breathing room

U.S. jobs data was notably weak last week, leading the market to lower its expectations of another rate hike in October.

But $87K remains a key resistance level; if BTC can’t break through decisively, it could return to around $85K to look for support again.

📊 Market Snapshot

BTC ≈ $86.2–86.4K
ETH ≈ $2.73K
SOL ≈ $121–122
XRP ≈ $1.52
BNB ≈ $797
BTC Dominance ≈ 58%
Fear & Greed ≈ 70

🎯 What’s really worth watching today isn’t just whether BTC can break above $87K.

More importantly:

Traditional stocks are moving toward 24/7 on-chain trading, institutions continue to seek compliant entry points into RWA, and BTC is waiting for its next real breakout.

When will we see $90K?

#1688家族family

Build on Binance Square, stack BNB, and enjoy a life of freedom!

☀️ CRYPTO MORNING BRIEF｜OCT 6

What happened overnight?

An interesting divergence is forming 👇

📈 NASDAQ → +1%｜RECORD HIGH
₿ BTC → ~$85.9K｜mostly flat
Ξ ETH → ~$2.72K
BNB → ~$789

Stocks are Risk-On.

Crypto hasn’t fully followed yet.

Here are the 5 things that matter today:

🇺🇸 1. NASDAQ HITS A RECORD

Mega-cap tech pushed Wall Street higher.

But the question is:

Why isn’t crypto breaking out with it?

📈 2. YIELDS ARE STILL HIGH

The U.S. 10Y remains near ~5.3%.

Weak jobs reduced the probability
of an October Fed hike,

but the bond market
still hasn’t fully turned.

That may be one reason BTC
remains stuck in its recent range.

💰 3. BTC AND ETH ETF DEMAND DIVERGE

Latest completed weekly data:

₿ BTC ETFs → +$241M
Ξ ETH ETFs → -$138M

Bitcoin ETFs have now recorded
three straight positive weeks.

Ether ETFs flipped back into outflows.

Important:

Full Oct. 5 daily ETF data
is not yet confirmed this morning,

so I’m not using incomplete numbers.

🏛️ 4. CFTC MOVES ON CRYPTO RULES

The CFTC proposed a new federal framework
for crypto platforms offering:

leverage,
margin,
or financed trading.

Key themes:

🔹 Federal registration
🔹 Anti-manipulation controls
🔹 Proof of reserves
🔹 Oversight of leveraged products

The regulatory question is changing from:

“Should crypto be regulated?”

to:

“How should crypto be regulated?”

🔓 5. $1.11B IN TOKEN UNLOCKS

Another market variable today:

Around $1.11B of token unlocks
are scheduled across early October.

HYPE alone has roughly
$340M scheduled today.

So the real question is:

STOCKS ARE RISK-ON.

CAN CRYPTO CATCH UP?

Today I’m watching:

₿ BTC testing the $87K area
📈 U.S. 10Y yields
💰 Fresh ETF flows
🏛️ CFTC rulemaking
🔓 Token-unlock volatility

👇 Your take?

CRYPTO CATCHES UP 🟢

or

HIGH YIELDS KEEP BTC RANGE-BOUND 🔴?

#BTC #ETH #BNB

$BTC The Russian army is about to enter the market—go long, go long!!!

🌅 Good Tuesday morning
Market ups and downs are simply part of the natural cycle 📈
There’s no need to rush for immediate results. Stay calm and deepen your understanding.
True rewards always go to those willing to wait patiently and keep working on themselves ✨
Stay clear-headed, stick to your pace, and move steadily forward, one step at a time.
A new day begins. May we all stay true to ourselves and patiently await the flowers to bloom 🦋

#交易心理

#比特币现货ETF三季度净流入63.4亿美元

#1688家族family

A crescent moon hangs over the shadowy forest, while red roses encircle pearls and star diamonds. A beauty holds a magnificent diamond in her hands, surrounded by sparkling clusters of smaller gems. Roses convey passionate affection, while diamonds symbolize steadfastness and eternity. Stars drift down from the sky, and a gentle halo softly envelops everything. Every brilliant glow is forged through long refinement and the passage of time, before it can shine with an eternal radiance all its own.
$AMZNB $BTC $SOL
#美联储10月维持利率概率升至82.3% #以太坊Q3涨70%流动性下降 #SHIB通过Sunrise上线Solana

#BTC After surging, the price pulled back—is this a shakeout or a top?

Bitcoin just surged to $86,976 before meeting resistance and pulling back. It’s now trading around $86,073.

This move coincided with three major developments:

📌 Bitcoin spot ETFs saw $6.34 billion in net inflows in Q3
📌 The odds of a Fed rate hike in October fell to 17%
📌 BTC met resistance and pulled back after testing $87,000

There’s plenty of positive news, but the price still couldn’t hold above $87,000.

Looking at the chart, the long upper wick left after the surge shows that there was significant selling pressure near $87,000.

For now, though, I’m more inclined to view this pullback as:

A shakeout during an uptrend, rather than a near-term top.

Why?

On the one hand, institutional money continues to flow in, providing ongoing support for BTC from long-term investors. On the other hand, the current macro environment hasn’t deteriorated significantly.

The price has now pulled back to test moving-average support around $86,000. The key thing to watch next is how well this level holds.

As long as $85,800 isn’t decisively broken, this short-term pullback looks more like a shakeout within the broader uptrend.

What we really need to watch out for is a change in market structure if support fails.

So there’s no need to rush to a conclusion just yet—
A pullback after a surge doesn’t necessarily mean we’ve hit a top; it could also be building momentum for the next breakout.

$ETH Surged 70%
Yet liquidity fell
Something feels off about this rally
Ethereum was on fire in Q3
It surged about 70% in one go
Leaving Bitcoin’s roughly 42% Q3 gain far behind
But there’s one detail
I think is more worth watching than the 70% gain
The higher ETH climbs,
the thinner the order book gets
According to CoinGecko
ETH’s median market depth during Q3 was only 35%–45% of BTC’s
In the same period last year, it was still at least 60%
A very significant drop#以太坊Q3涨70%流动性下降

🎉Follow and reply to claim 🎁🎁🎁

#美联储10月维持利率概率升至82.3%

The odds of a rate hike have fallen, so why can’t BTC break higher?

🚨 A very unusual signal is emerging in the market:

U.S. employment is cooling noticeably, and the odds of a Fed rate hike in October have dropped sharply.

Based on past patterns, this should have been a clear positive for BTC.

But even after a surge, BTC still hasn’t managed to break out and gain real upside momentum.

Why?

Because what’s really weighing on the market may no longer be whether the Fed will raise rates.

It may be—Treasury yields.

📉 The labor market is cooling
🟢 Expectations for an October rate hike have fallen sharply
💰 Institutional investors are still watching BTC
🔴 But long-term Treasury yields remain high

That’s the biggest contradiction right now:

Expectations for monetary policy are shifting toward easing,
but the market’s actual cost of capital hasn’t come down yet.

So what BTC really needs next may be more than just “no rate hike.”

It needs Treasury yields to actually start falling.

If yields turn lower, pressure on risk assets could ease quickly.

But if yields keep climbing—

Even with buyers stepping in, BTC could still struggle to move higher.

So there’s just one variable I’m watching next:

Treasury yields.

🟢 Liquidity starts flowing back in
🔴 High yields keep weighing on BTC

Which do you think will win out first?

#BTC #ETH #BNB

🧧Life isn’t a race to keep up with everyone. If you’re tired, slow down—tend to your emotions, and that’s enough. Let your ordinary days be gentle and warm.$BNB