大嗯BNB

On September 6, the CLARITY Act was delayed again in the Senate.
XRP is trading in a tight range around $1.42. Cumulative net inflows into the XRP ETF have reached $1.48 billion, but the latest daily net inflow was zero — the market is waiting, with no new directional signal.
Then I saw a piece of news that was a bit laughable and frustrating at the same time.
U.S. Representative French Hill said publicly that he is "optimistic" that the CLARITY Act will pass before the midterm elections.
There is nothing wrong with that statement itself. Hill is the chairman of the House Financial Services Committee, and he has first-hand knowledge of the bill's progress.
But when you place that remark in this week's context, it feels a little out of sync: CNBC just quoted industry insiders saying "many people have already concluded the CLARITY Act is dead in 2026"; the House calendar has been reduced, compressing the bill's actual scheduling window; the Senate just delayed again last week; the 60-vote threshold still has no solution; and the 7 Democratic crossover votes are still not secured.
Both sides are describing the same thing, but the tone makes it sound like they are talking about two different universes.
The midterm elections are in November. If the CLARITY Act really wants to pass before then, the Senate procedural vote on September 15 is the first hurdle that must be cleared — if that hurdle cannot be cleared, there is no way to complete the full legislative process before November.
My XRP positioning logic has not changed — the SEC case is over, Ripple's fundamentals are improving, RLUSD stablecoin has surpassed $2.3 billion, and the cross-border payments use case is real. But every delay of the CLARITY Act is another deterrent to those institutions that are waiting for regulatory certainty before entering.
The $1.48 billion in ETF inflows is already in place, but zero daily inflow shows that new money is still watching from the sidelines.
September 15 is the last realistic milestone for the CLARITY Act this month. If it is delayed again this time and pushed to before the midterm elections, as French Hill implied, that means November — two more months away.
If you can wait, hold; if you cannot, reduce your position — I think both choices make sense right now, depending on how you judge the timeline for this issue.
How many people in the square are still holding XRP and waiting for the CLARITY Act? Share how you plan to handle it now.
$XRP
$BTC

The August nonfarm payrolls figure was 162,000, nearly three times the expected 56,000 and more than five times the monthly average over the past year.
BTC fell from 82,000 to 79,553, a drop of about 2.8%. The probability of a September rate hike jumped from 43% back to 59%, the 2-year U.S. Treasury yield rose by 7.6 basis points, and the U.S. dollar index climbed back to 99.3.
But what is most worth analyzing is not how much BTC fell, but that gold fell and then recovered, while BTC did not.
After the nonfarm data was released, gold initially dropped more than 2%, from $4,469 to $4,376—then gradually recovered, eventually closing down only about 1.2% near $4,419. Over the same period, BTC fell from 82,000 to 79,553, a larger decline, and did not show the kind of recovery gold did.
This divergence shows one thing: in the market’s view, gold and BTC have asymmetric ability to cope with rising rate-hike expectations.
The reason gold was able to recover its losses is that institutions judge its function as a hedge against government debt risk to be real. Even if rates rise, the demand logic for gold still holds. BTC has not yet fully established this identity; to a large extent, it is still being treated as a high-beta risk asset sensitive to interest rates—when rate expectations rise, opportunity costs rise, and selling pressure appears.
But two things show that BTC’s "digital gold" narrative was not broken by this data. The Fear and Greed Index remained in the 75 "greed" zone after the nonfarm release—sentiment did not collapse. The structure of continuous net inflows into ETFs is still intact, and there was no large outflow because of today’s data.
The 162,000 nonfarm number removed the dovish condition from Waller’s stance—he said "if the data continues to be good," and this report was clearly too good. At the September 16 FOMC, Warsh now has rate-hike-supporting data, but also the option not to hike—because a single month of data cannot change the employment trend, and July was still -23,000.
The next key point: September 11 CPI. If CPI comes in soft and offsets the hawkish shock from nonfarm payrolls, Warsh will have a pause excuse of "strong employment but cooling inflation."
BTC’s "digital gold" story is not over; it just got tested today.
What do you think—after this nonfarm report, will the divergence between BTC and gold continue to widen, or will it narrow? Share your view.
$BTC

#BTC

If you have LBTC on Liquid Network, you cannot move it now.
On September 6, about 4,019 BTC ($320 million) was taken from a Liquid federation wallet through SideSwap’s Peg-out authorization key — about 95% of the network’s BTC reserves.
A message was left on-chain: "We are white-hat hackers, contact us on-chain."
Blockstream has paused bridge nodes, and exchanges have stopped LBTC deposits and withdrawals. The network is still producing blocks, but it cannot be redeemed to the Bitcoin mainnet.
USDT, DePix, and RWA tokens are unaffected.
The most important question now is not whether the money can come back — it is whether the claim of being "white-hat hackers" is true, or just an excuse to retreat.
If they are truly white-hat: Blockstream fixes the vulnerability and restores operations; this is a "security alert that caused trouble."
If not: $320 million is gone, and Liquid’s credibility as a Bitcoin sidechain is thrown into serious doubt.
Their message is on-chain. Blockstream is waiting for a reply.
$BTC
#sideswap暂停liquid服务

On September 5, nonfarm payrolls came in at 162,000, three times the expectation. The probability of a September rate hike jumped to 59%, and BTC fell from 82,000 to 79,500.

Then BlackRock’s IBIT saw a single-day net inflow of $731 million after that, the largest daily inflow since January this year.

This timing is worth thinking about.

After the strong nonfarm data came out, retail investors were worried about a rate hike, BTC dropped 2.8% — and BlackRock put in $731 million at that moment.

This is not chasing strength, this is buying the dip. And it came in at the point when rate-hike expectations were at their highest.

There is only one way to explain the logic behind this money: BlackRock’s analysts judged that the 162,000 nonfarm data was not enough to make the Fed actually hike rates on September 16. If CPI on September 11 comes in soft, then Waller’s "pause condition" will be met, and BTC’s macro pressure will quickly dissipate. They were betting on that judgment ahead of time while others were panicking.

Structurally, BTC ETFs saw $987 million in net inflows this week, with BlackRock accounting for 73.9% of that — this is not diversified institutional buying, but one company leading the entire ETF flow.

This itself is a signal: BlackRock is not rebalancing, it is actively adding exposure.

BTC is currently around 80,000, and the September 11 CPI is the next pricing node. If CPI is soft, this $731 million will be validated by the market as a correct contrarian move; if CPI is hot, short-term pressure may return, but that $731 million will not come out easily because of one data release — institutions have a much longer holding period than retail investors.

Standard Chartered maintains its year-end target of $100,000, still 20% away.

Do you think BlackRock’s contrarian purchase of $731 million after strong nonfarm data is a signal or noise? Share your judgment.

$BTC
#BTC

Russia and Ukraine both announced today: within the next three days, neither side will launch airstrikes on the other’s capital.
Trump envoys Witkoff and Kushner are already in Moscow today and will go to Kyiv tomorrow.
The market’s first reaction is that risk appetite improved—energy prices came under pressure, and BTC benefited in the short term.
But one detail is very important: during the three-day ceasefire in May, Ukraine recorded 469 violations. Putin today only agreed to "pause airstrikes on Kyiv" and explicitly rejected a front-line ceasefire.
A three-day ceasefire does not mean peace talks have succeeded.
After Witkoff and Kushner leave, and once these three days are over, we will know whether this ceasefire is the start of a diplomatic breakthrough or just another pause.
For now, the market is pricing in expectations. The actual negotiation outcome is a matter for next week.
$BTC
$CL
#俄乌同时宣布停火3天

$80,000 held, and today opened at $81,271.
Fed official Waller said something last night: "I lean toward supporting keeping interest rates unchanged."
The probability of a September rate hike dropped from 63% to 50.4% overnight — ETFs then recorded their biggest single-day inflow in nine months.
$80,000 has turned from resistance into support, marking the most important level shift of the year.
Next resistance: $82,000-$82,800; if this is broken, shorts will be squeezed on a large scale.
Today’s nonfarm payrolls data will be released later, with expectations for 55,000-65,000 new jobs — the only variable left in Waller’s conditional statement.
If nonfarm data is weak, $85,000 opens up. If nonfarm data is strong, $80,000 will be tested again.
$BTC
#btc触及80000美元

ZEC was $42 this time last year. Today it’s $1,000.
It’s up 2,300% in a year, just broke above $1,000, and has been in four digits for the first time in 10 years.
There’s only one reason worth mentioning: Grayscale’s ZCSH spot ETF began trading on NYSE Arca today. This is the first U.S. spot ETF for a privacy coin. A $304 million trust was directly converted, giving institutional money its first compliant path to buy ZEC.
$34.5 million in shorts were forcibly liquidated when $1,000 was broken, and OI rose from $1.6 billion to $2.4 billion—leverage is building, not getting flushed out.
What does this mean?
If the $985-$1,000 range holds, the next target is $1,100-$1,292; if it falls below $1,000, watch $900.
It’s now around $984, just above key support.

$ZEC
#Zcash
#zec续刷历史新高

BTC is around 82,000, continuing the rally driven by Waller’s dovish signal. But today I want to talk about something else.
The procedural vote date for the CLARITY Act on September 15 has already been confirmed, and this is the last realistic window in 2026.
Then I looked around at industry views, and it was a bit quiet.
One line in CNBC’s report left a deep impression on me: "Many have already concluded that the CLARITY Act is dead in 2026." It’s not pessimism, it’s resigned—the kind of mindset where, after waiting too long and being delayed too many times, you completely accept that "it probably won’t pass this year."
How much effort has this industry put into pushing this bill? Lobbying expenses, political donations, White House meetings, CEOs speaking out collectively... yet it’s still stuck in the same place: it needs 60 votes to break the filibuster, it needs at least 7 Democratic cross-party votes, and those 7 votes still haven’t materialized.
That’s not all. The key on September 15 is not the final vote, but the procedural "motion to invoke cloture"—if this hurdle isn’t cleared, the bill won’t even get to a substantive vote. The Senate only has 14 working days in September, and then it enters the midterm election cycle; what attitude the next Congress will have is still unknown.
The bill isn’t dead, but it isn’t alive either—it’s in that suspended state where it can neither give people certainty nor disappear completely.
Ironically, even without the CLARITY Act, the institutional inflows the crypto market needed have still arrived. BTC has risen from 64,000 to 82,000, and ETF inflows reached $3 billion in a single month. There’s no regulatory framework, but the money came in.
This shows two things: institutional allocation demand does not depend entirely on legislative progress; and if the CLARITY Act really passes, the incremental capital released would be even larger, because the money that has come in so far is only from the part of institutions willing to bear uncertainty.
On September 15, we’ll get the answer.
Is there anyone in the square who has already stopped expecting the CLARITY Act to pass this year? Share your current mindset.
$BTC
$XRP

At a Reuters NEXT news conference in Washington, Fed Governor Waller said the following:
"If the next two weeks of data continues to move toward the 2% target, I am inclined to support keeping interest rates unchanged at the September meeting."
The market’s reaction was immediate. The probability of a rate hike in September fell straight from 70% to 43%. The US Dollar Index slipped below 99 to a two-week low, while the yen surged 2.1%.
BTC rose 6.8% to $82,240, the highest level since May. XRP gained 8.8% to $1.45, SOL rose 5.9% to $104, and ETH jumped 4.42% to $2,486. Total crypto market capitalization climbed to $2.81 trillion. $415 million in short positions were forcibly liquidated—short positions built up by last week’s Warsh hawkish speech were wiped out by Waller’s single line.
This is worth thinking about seriously: Warsh is the Fed chair, and Waller is a Fed governor—both belong to the same central bank, yet in less than a week they issued signals pointing in opposite directions. A hawkish Warsh and a dovish Waller—this isn’t a coincidence; it’s the public airing of internal disagreement within the Fed.
Waller’s wording was conditional: "if the data continues to be good"—and that condition hangs over today’s August jobs report. At 8:30 p.m. ET, the final major data point before the September 16 FOMC meeting is released.
July’s payrolls were -23,000. If August’s jobs report continues to come in soft, Waller’s "inclination to pause" will get support from the data. That would push the probability of a September rate hike even lower—BTC holds 82,000 and could even press higher. If the data beats expectations, then Waller’s condition won’t hold, and today’s gains could face pressure to unwind.
Over the past three months, BTC fell from 126,000 to 58,000. It then spent three months grinding at a bottom around 64,000, before rising 25% in August. Waller said one sentence last night, and it climbed another 6.8%—now at 82,240.
Standard Chartered’s target price by year-end is $100,000. From today’s level, that’s still 17.5% away.
Have you already positioned yourselves before this Waller signal? Share your entry logic.
$ETH

$SOL

$XRP

Bad news again for the CLARITY Act today: the Senate has reduced by 8 the number of voting days left, and the legislative window is even narrower than last week’s expectations.
The impact on the crypto market is a slow blade.
If the bill passes: the CFTC will gain authority to regulate spot markets, XRP’s commodity-like status is locked in, the institutional entry channel opens up, and BTC and major coins all have catalysts.
If the bill is delayed until 2027: the regulatory gray zone will persist, institutional compliance departments will keep getting stuck, and smart money will continue to wait.
Now the Senate returns on September 14, and the effective legislative time left is only a few weeks—still stuck in a head-on conflict between the banking industry and the crypto industry. The ICBA is calling for closing the stablecoin rewards loophole, while the crypto industry won’t give ground.
Galaxy Research sets the probability of passage this year at about 29%.
Those betting on this are watching from the sidelines today.
$BTC
$XRP
#clarity法案面临延迟参议院减少8个投票日

Applied for unemployment benefits: 206,000 this time, up by 2,000 from last week, slightly above expectations of 205,000.
The number itself is not important. What matters is tomorrow.
Tomorrow’s August non-farm payrolls are expected to add 55,000–65,000 jobs—this is the final piece of the puzzle for whether the Fed will raise rates at the September 16 FOMC meeting. If non-farm is strong, the probability of a rate hike continues to rise from 68%; if non-farm is weak, that number will quickly fall back.
Now BTC is around $77,000, waiting for 8:30 tomorrow.
Hold above $76,500—tomorrow’s non-farm data is the key. If it breaks below, look toward $74,000.
Tomorrow’s number will determine how you position your portfolio for the next two weeks.
$BTC

$QQQ
#美国初请失业金人数升至20.6万

U.S. 10-year Treasury yield touches 4.803% today, the highest since November 2023.
The last time this number appeared, BTC was at $35,000.
Now BTC is at $77,000.
The market’s question isn’t whether yields are high—but whether the Fed will truly raise rates on September 16. The probability of a rate hike is currently about 65–68%. If the September 5 jobs data comes in strong, this number will continue to rise.
$79,000 is today’s bulls’ line of defense. Hold it and wait for the jobs report; if it breaks, look toward $76,500.
Before the data is released, every position you take is a bet on a report.
$BTC
$QQQ
#美国10年期美债收益率触及2023年11月来最高

SOL drops about 3% to around $99, alongside ETH and XRP as they lead the decline among the top ten cryptocurrencies—during the same period, BTC falls below $76,500, while oil prices break above $93.
There’s only one reason: macro risk aversion. The U.S. military strikes Iranian targets again today, causing market risk sentiment to contract across the board. As a high-beta asset, SOL’s decline is larger than BTC’s.
But there is one coordinate worth remembering: SOL at $99 today, versus $63 a month ago. The month-to-date increase is up more than 35%; today’s 3% pullback is a normal retracement of that rally, not a trend reversal.
Two key technical levels matter most today: $100 is the crucial integer level for SOL’s breakout this round—whether it can hold through the close will determine the strength of the structure. $95–$96 is the first support below; if that breaks, the market may look toward the prior high dense zone of $89–$90.
Today’s ETF data flows against the tide: SOL spot ETF saw net inflows for five straight days this week. In a risk-off mood, institutional behavior is a key point to watch in judging whether SOL can rebound quickly.
With the odds of further rate hikes at 65–68% + tensions in the Middle East heating up + whether $100 can hold—three things are weighing on SOL at the same time.
$SOL
#solana
#solana跌逾3%

On September 3, BTC hovered around 78,000 to 79,000 and formed the "Bart Simpson" pattern that technical analysts talk about—an abrupt spike, sideways consolidation, a sharp drop, and then another period of sideways movement, with the price returning to the starting point.
This pattern usually appears in thin, directionless ranges, and is a typical market reaction while it waits for clear signals.
Then I saw two news items appear almost at the same time, which made me both laugh and want to cry.
CFTC Chairman Michael Selig said he is "confident" the CLARITY Act will be passed.
SALT CEO John Darsie, speaking at Jackson Hole, said, "Personally, I’m more pessimistic about the CLARITY Act being passed."
One is the head of the regulator responsible for enforcement, and the other is an industry veteran who has spent years in Washington—two people who know the bill inside out gave completely opposite assessments.
The disagreement itself is more real than any probability figure could be in reflecting the situation right now—CLARITY Act is scheduled to be voted on on September 15, and nobody really knows what will happen. Polymarket’s odds of approval bouncing between 58% and 20% are the result of the market repeatedly changing its mind under the same uncertainty.
On-chain data is also issuing warnings: exchange BTC reserves have continued to rise after August 25—more BTC flowing to exchanges suggests holders are preparing, and potential selling pressure is building. At the same time, the Coinbase Premium Index has turned negative again, indicating that domestic U.S. demand hasn’t stabilized yet.
Two key hurdles—September 15’s CLARITY Act and September 16’s FOMC—are getting closer, but the direction is getting more and more murky. Today’s JOLTS job openings data is the second of five data releases this week, and any surprise will reprice the probability of rate hikes.
The "Bart Simpson" pattern, two authorities singing opposite tunes, and on-chain warning signals all showing up on the same day—that’s the real state of affairs for the September opening.
In the square, is anyone judging the probability of the CLARITY Act passing completely differently from everyone else? Share your logic.
$BTC
#BTC

BTC has been trading sideways around 77,000 to 78,000. Global bond markets are facing selloffs, and the market is waiting for one thing: whether this week’s data can reset the pricing for the September 16 FOMC.
This week has the highest information density since September—a cluster of five key data points compressed into five days: September 2 ADP employment, September 3 JOLTS job openings, September 4 ISM Services PMI plus Fed Governor Waller’s remarks, September 5 ADP Beige Book, and September 6 the official August nonfarm payrolls report.
With these five data releases, any direction they point to will reprice the probability of a September rate hike. Current market pricing is close to a 60% chance of a rate hike—up after Warsh’s hawkish speech, but July’s nonfarm payrolls came in weak at -23,000. If August nonfarm payrolls remain soft, the 60% hike probability will be quickly corrected, easing the macro pressure on BTC.
At the same time, the CLARITY Act’s official September 15 voting date has been confirmed. CFTC Chair Selig has expressed confidence in its passage—this is the first time, among supporters of this year’s bill, that a positive stance has been taken at the level of officials responsible for regulation. This isn’t a political statement by legislators; it’s the judgment of the head of the executive agency—on a very different signal scale.
Put these two together: macro data determines September 16’s FOMC pricing, and the CLARITY Act determines the September 15 regulatory framework. The two milestones are a day apart. Today’s ADP employment data is the first datapoint that can help gauge the direction in advance.
ADP’s private employment numbers were only 44,000 in July. If August remains lackluster, the “soft landing + no rate hike” narrative will regain dominance, strengthening the buy-side logic around BTC near 77,000. If ADP beats expectations, nonfarm expectations will likely rise as well, giving the rate-hike camp fresh ammunition.
This number today is worth watching closely.
What’s your plan for these five data releases this week—are you going to wait for the results before acting, or position early? Share your thoughts.
$BTC
#BTC

Dell shares rose about 9-10% after hours—this is the most important earnings report so far this year for AI infrastructure.
Let’s get the numbers straight first:
Q2 revenue was $46.97 billion, beating expectations of $44.92 billion, up 58% year-over-year; adjusted EPS was $7.04, beating expectations of $4.92—by about 43%. Full-year FY2027 guidance calls for $192.0 billion in revenue, well above analysts’ expectations of $173.8 billion; full-year EPS guidance is $25.50, above expectations of $18.92.
But the most important line tonight came from Dell’s AI server guidance:
"AI server revenue will triple this year."
Six months ago, Dell predicted it would double. Today they changed it to triple.
New AI server orders in the quarter were $60.9 billion, a record high; ending backlog orders were $95.0 billion—also a record.
Also climbing after hours: HPE +6% (a positive reading-through effect for the peer group), Super Micro +2.4%, GitLab +20% (its standalone earnings beat expectations), MongoDB +5%.
For BTC: Dell tonight used concrete order numbers to confirm that AI infrastructure demand is accelerating—not slowing down. "AI narrative" is the single most important indirect support for this year’s BTC rally—tonight Dell provided the strongest one-time validation in history. The probability of further rate hikes (65-68%) is weighing on BTC, but AI demand confirmation is supporting risk appetite—both forces are present tonight.
$BTC
$NVDA
#美股盘后戴尔涨近9%gitlab涨20%

The CME FedWatch shows the probability of a rate hike at the September 16 FOMC meeting at 65–68%, up from 36% before the Aug. 28 Jackson Hole speech by Powell—more than doubling.
JP Morgan Wealth Management strategist officially updated the forecast today: expects the Federal Reserve to raise rates by 25 basis points at the September meeting—JP Morgan’s first shift in 2026 from “no hikes” to “hikes.”
There are also two data releases today: JOLTS job openings (10:00 AM ET) + ISM Manufacturing PMI (10:00 AM ET).
The importance of these two sets of data is not just the numbers themselves, but the five-day data window starting today:
Today: JOLTS + ISM Manufacturing; Friday, Sep. 5: August nonfarm payrolls; Sep. 10: August CPI. With three sets of data, each set on its own could push the 68% probability higher toward near certainty, or pull it back to below 30%.
Powell has made it clear that he will not tell the market in advance what number would trigger a rate hike—meaning the 10:00 AM ET data today is not an input parameter, but the market’s verdict.
Direct impact on BTC today: rate-hike probability 68% → US dollar strengthens → non-yielding assets face pressure → BTC continues to trade under pressure around $79,000 today. But the three data windows are not over yet—if any one comes in below expectations, the 68% will quickly fall, and BTC will be freed from the pressure.
This year’s Sept. 16 FOMC is the most important FOMC of the year. Today is the last complete update of market information before that decision is made.
$BTC
$QQQB
#美联储加息概率升至68%

The situation has seen the most severe escalation this year.
Timeline: At 12:00 p.m. ET today, the U.S. military struck IRGC targets again, including air-defense systems, radar, maritime assets, mine-laying capabilities, and communications sites—about 50–100 targets.
Iran retaliated immediately: the IRGC said it launched heavy ballistic missiles at a U.S. Marine Corps camp at Camp Titin in the Bay of Aqaba area in Jordan, claiming "large numbers of U.S. troops were killed, multiple facilities and attack helicopters were destroyed."
Key verification status: Jordan’s armed forces confirmed that 10 of the 13 missiles were intercepted, and 3 landed in remote areas. Both the U.S. and Jordan stated there were no casualties. The casualty claims came from the IRGC and have not been independently verified.
But more important than the casualty numbers is this: it is the first time ballistic missiles have been used to directly attack a U.S. base overseas.
For BTC: Oil prices face intense upward pressure tonight. WTI is already above $80 and Brent above $88—under tonight’s news, $95–$100 is back on the table. Inflation expectations jumped, the rate-hike narrative has reignited, and non-interest-bearing assets face short-term downside pressure.
Tonight’s direction for BTC depends on how the situation develops next.
$BTC
$CL
#伊朗革命卫队称打击约旦美军陆战队营地

BitMine Immersion Technologies increased its holdings by 53,501 ETH over the past week, bringing its total stash to about 5.9 million ETH—close to 4.9% of the total ETH supply of 12.07 billion.
What’s even more noteworthy is the behavior pattern behind this number: it has been buying continuously for 65 straight weeks, starting from June 30, 2025, with no weekly interruption.
In terms of scale, this has already pushed beyond most people’s imagination—one company holds close to 5% of the total supply of the world’s second-largest crypto asset. This level of concentration in the crypto market is almost unprecedented, except for Strategy’s approach to BTC.
BitMine’s chairman, Thomas Lee, has named this goal “5% Alchemy.” The logic is not complicated: it continuously generates ETH returns through a staking strategy (MAVAN staking operations), uses cash flow to support ongoing accumulation, and forms a self-reinforcing accumulation loop.
Whether this strategy can be sustained depends on three things: the ETH price must be able to support the company’s balance sheet; staking rewards must cover operating costs; and the market must not experience extreme pressure that forces them to liquidate.
For now, all three conditions still hold. ETH has risen more than 20% this month; BitMine’s latest round of financing provides ammunition for continued buying; and staking rewards are already running.
From a market-structure perspective, with 5.9 million ETH locked on BitMine’s balance sheet, plus Ethereum’s 34.4% staking rate—an appreciable proportion of ETH is in a non-liquid state. On the demand side, with institutional ETFs seeing net inflows for 10 consecutive days, circulating supply is contracting, which is the most basic support logic for price.
After the Glamsterdam upgrade is rolled out, mainnet throughput increases and the burn rate rises, bringing deflationary pressure back. BitMine’s “5% Alchemy” bet is precisely on this long-term narrative.
How deeply do you think the move by a company to lock up close to 5% of ETH’s total supply into its treasury will affect ETH’s long-term price structure? Share your view.
$BNB

$ETH
#ETH

This design is great. You can find a contract manufacturer to produce it in batches
$BNB