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每天早上,用五分钟帮你看懂加密市场行情复盘,热点解读,只讲数据和逻辑,不喊单。个人观点,不构成投资建议。
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This week’s event calendar: Thursday is the big day—not Wednesday. At 2:00 a.m. Beijing time on Thursday, the Fed announces its rate decision. Markets broadly expect rates to remain at 3.75%–4.00%; the key focus is what Warsh says about December at 2:30. At 8:30 p.m. Thursday, U.S. Q3 GDP (forecast: 3.2%) and September core PCE (forecast: 3.1% year over year) are released, and could reverse the mood from the previous night. Tech earnings are piling up, with Coinbase and Strategy reporting after market close on Thursday. $BTC is hovering near the $80,000 mark, and this week it will likely be driven mostly by macro factors. Which day are you watching most closely? #美联储 #BTC Personal views only. The author may hold assets mentioned in this post. This is not investment advice. DYOR
This week’s event calendar: Thursday is the big day—not Wednesday.
At 2:00 a.m. Beijing time on Thursday, the Fed announces its rate decision. Markets broadly expect rates to remain at 3.75%–4.00%; the key focus is what Warsh says about December at 2:30.
At 8:30 p.m. Thursday, U.S. Q3 GDP (forecast: 3.2%) and September core PCE (forecast: 3.1% year over year) are released, and could reverse the mood from the previous night.
Tech earnings are piling up, with Coinbase and Strategy reporting after market close on Thursday.
$BTC is hovering near the $80,000 mark, and this week it will likely be driven mostly by macro factors. Which day are you watching most closely?
#美联储 #BTC
Personal views only. The author may hold assets mentioned in this post. This is not investment advice. DYOR
Arthur Hayes’s Maelstrom fund closed all its directional positions over the weekend, including 6,400 $ETH, citing macroeconomic and geopolitical risks. Interestingly, UNI rose 1.9% on Monday and ENA gained around 1%—the 323,000 UNI and 14 million ENA the fund sold on Saturday didn’t trigger a sell-off. My take: This looks more like a signal that “risk appetite is cooling” than a “bearish” signal. Three points: 1) A big player exiting makes sentiment more cautious, but crypto prices barely moved on Monday; 2) The tokens sold didn’t fall, suggesting buyers are still stepping in; 3) Wednesday’s Fed meeting is the real wild card. Next, watch whether $BTC can reclaim $82,500 after Wednesday’s rate decision. What do you think about the big player’s exit? #BTC #FederalReserve Personal opinion only. The author may hold assets mentioned in this post. This is not investment advice. DYOR
Arthur Hayes’s Maelstrom fund closed all its directional positions over the weekend, including 6,400 $ETH , citing macroeconomic and geopolitical risks. Interestingly, UNI rose 1.9% on Monday and ENA gained around 1%—the 323,000 UNI and 14 million ENA the fund sold on Saturday didn’t trigger a sell-off.

My take: This looks more like a signal that “risk appetite is cooling” than a “bearish” signal. Three points: 1) A big player exiting makes sentiment more cautious, but crypto prices barely moved on Monday; 2) The tokens sold didn’t fall, suggesting buyers are still stepping in; 3) Wednesday’s Fed meeting is the real wild card.

Next, watch whether $BTC can reclaim $82,500 after Wednesday’s rate decision. What do you think about the big player’s exit?
#BTC #FederalReserve
Personal opinion only. The author may hold assets mentioned in this post. This is not investment advice. DYOR
Verified
The dollar, oil prices, and Treasury yields all cooled today, while $BTC barely moved, trading at $80,436. Macro signals: Brent crude fell about 1% on news of Qatar’s mediation efforts, hovering around $115; the dollar index was around 101.6, near a three-week low; and the 10-year Treasury yield was around 5%, below this month’s peak of 5.36%. My take: This is “less bad news,” not “good news.” $BTC ’s 24-hour range was 79,265–80,837, with a move of only about 2%. The market is waiting for the Fed this week, earnings from Microsoft, Google, and Amazon, and Thursday’s PCE report. Watch out: If Middle East negotiations hit another snag, oil prices and yields could reverse course. If the Fed strikes a hawkish tone on December, it could undo this cooling trend. Who do you think will have a bigger impact on $BTC this week? #BTC #Macro These are personal opinions. The author may hold assets mentioned in this post. This is not investment advice. DYOR
The dollar, oil prices, and Treasury yields all cooled today, while $BTC barely moved, trading at $80,436.

Macro signals: Brent crude fell about 1% on news of Qatar’s mediation efforts, hovering around $115; the dollar index was around 101.6, near a three-week low; and the 10-year Treasury yield was around 5%, below this month’s peak of 5.36%.

My take: This is “less bad news,” not “good news.” $BTC ’s 24-hour range was 79,265–80,837, with a move of only about 2%. The market is waiting for the Fed this week, earnings from Microsoft, Google, and Amazon, and Thursday’s PCE report.

Watch out: If Middle East negotiations hit another snag, oil prices and yields could reverse course. If the Fed strikes a hawkish tone on December, it could undo this cooling trend.

Who do you think will have a bigger impact on $BTC this week?
#BTC #Macro
These are personal opinions. The author may hold assets mentioned in this post. This is not investment advice. DYOR
Almost nobody wants to add leverage to $ETH : OKX perpetual funding is only 0.0018%, and $BTC is just 0.0098%. The Fear and Greed Index returned to 50 today, right at the midpoint; yesterday it was 54. As for the price, $BTC is at $79,926, stuck in a narrow 24-hour range of $79,265–$80,267. I read this three ways: 1. Sentiment has cooled, but there’s no panic; the index is still neutral. 2. Funding rates are positive but very low, suggesting longs aren’t crowded and there’s no obvious short-side pressure. 3. Open interest in OKX BTC perpetuals is around $2.48 billion, with no sudden buildup. Leverage is quiet ahead of Fed week. What could really change that is probably the Fed’s remarks midweek. #币安广场 #BTC $BTC $ETH These are my personal views. The author may hold assets mentioned in this post. This is not investment advice. DYOR
Almost nobody wants to add leverage to $ETH : OKX perpetual funding is only 0.0018%, and $BTC is just 0.0098%.

The Fear and Greed Index returned to 50 today, right at the midpoint; yesterday it was 54. As for the price, $BTC is at $79,926, stuck in a narrow 24-hour range of $79,265–$80,267.

I read this three ways:
1. Sentiment has cooled, but there’s no panic; the index is still neutral.
2. Funding rates are positive but very low, suggesting longs aren’t crowded and there’s no obvious short-side pressure.
3. Open interest in OKX BTC perpetuals is around $2.48 billion, with no sudden buildup.

Leverage is quiet ahead of Fed week. What could really change that is probably the Fed’s remarks midweek.

#币安广场 #BTC $BTC $ETH
These are my personal views. The author may hold assets mentioned in this post. This is not investment advice. DYOR
It's been submitted—let's go for it together!
It's been submitted—let's go for it together!
KITE AI 中文
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Kite Creator Spotlight: Official Rules | Campaign Rules
Kite is the exclusive Premium Partner of The Blockchain 100 2026 on Binance Square. To celebrate, we're launching the Kite Creator Spotlight: an additional 80,000 $KITE (≈$10,000) rewards pool for creators who bring fresh perspectives, original research and meaningful conversations to the agent economy.

1. Campaign period
Oct 16, 2026 to Nov 1, 2026, 23:59 (UTC)

2. How to join
1) Follow this account.
2) During the campaign, publish an original Binance Square post about Kite and the agent economy, with #KiteBBW and $KITE. Text posts need at least 200 characters; videos need at least 30 seconds.
AI agents can pay for things on their own. The hardest part isn’t speed—it’s “who authorized it, and how much can it spend?” This is what I’ve been thinking about most while researching Kite. Kite’s Agent Passport lets users approve a “spending session” with a passkey: set a per-transaction limit, a total session budget, and an expiration time. The agent can only call paid APIs or place orders within those limits; anything beyond that is blocked. Permissions are programmable and expire—they don’t require handing over your entire wallet. I believe the real bottleneck for the agent economy is trust: merchants need to verify that an agent has genuine authorization, and users need to know the agent won’t run amok. Kite aims to address identity, spending limits, and settlement within a single infrastructure. That’s the right direction. But I do have a question: publicly available data doesn’t yet show a clear increase in agent payment volume. What’s worth watching next is the actual number of calls and the scale of settlements—not the buzz. If you let an AI agent spend money on your behalf, what budget would you give it? $KITE #KiteBBW
AI agents can pay for things on their own. The hardest part isn’t speed—it’s “who authorized it, and how much can it spend?”

This is what I’ve been thinking about most while researching Kite. Kite’s Agent Passport lets users approve a “spending session” with a passkey: set a per-transaction limit, a total session budget, and an expiration time. The agent can only call paid APIs or place orders within those limits; anything beyond that is blocked. Permissions are programmable and expire—they don’t require handing over your entire wallet.

I believe the real bottleneck for the agent economy is trust: merchants need to verify that an agent has genuine authorization, and users need to know the agent won’t run amok. Kite aims to address identity, spending limits, and settlement within a single infrastructure. That’s the right direction.

But I do have a question: publicly available data doesn’t yet show a clear increase in agent payment volume. What’s worth watching next is the actual number of calls and the scale of settlements—not the buzz.

If you let an AI agent spend money on your behalf, what budget would you give it?

$KITE #KiteBBW
Monday afternoon, major coins are “all lying flat”: I checked a batch of the coins with the largest market caps, measured from the 00:00 UTC open, and even the biggest gainer, $HYPE , was up just +0.72%. The rest were mostly within ±0.5%: DOGE +0.56%, LINK +0.18%, SOL +0.05%; XMR -0.72%, TAO -0.28%, XRP -0.22%, ETH -0.17%. My take: this isn’t sector rotation; there’s simply no clear narrative. Privacy coins were setting the pace a bit last week, but today even they’ve given back their gains. Everyone is waiting for this week’s rate decision, making it hard for any theme to gain traction. So what’s worth watching today isn’t who’s rising, but when volatility will return. Once the range breaks, the different sectors will start to diverge again. #币安广场 These are personal views. The author may hold assets mentioned in this post. This is not investment advice. DYOR.
Monday afternoon, major coins are “all lying flat”: I checked a batch of the coins with the largest market caps, measured from the 00:00 UTC open, and even the biggest gainer, $HYPE , was up just +0.72%.

The rest were mostly within ±0.5%: DOGE +0.56%, LINK +0.18%, SOL +0.05%; XMR -0.72%, TAO -0.28%, XRP -0.22%, ETH -0.17%.

My take: this isn’t sector rotation; there’s simply no clear narrative. Privacy coins were setting the pace a bit last week, but today even they’ve given back their gains. Everyone is waiting for this week’s rate decision, making it hard for any theme to gain traction.

So what’s worth watching today isn’t who’s rising, but when volatility will return. Once the range breaks, the different sectors will start to diverge again.

#币安广场
These are personal views. The author may hold assets mentioned in this post. This is not investment advice. DYOR.
$ETH spot ETFs have seen net outflows for two consecutive weeks: approximately -$320 million from October 12–16 and -$221 million from October 19–23, for a total of about -$541 million. Of the 15 trading days since October 7, only 3 saw net inflows, and even the biggest one was just +$25 million—barely enough to make a dent in the outflows. Last Friday (the 23rd) turned positive at +$4 million, which looks more like a breather than a reversal. By comparison, $BTC ETF still saw net inflows last week, suggesting institutional money has clearly been “choosing sides” over the past two weeks. $ETH is currently around $2,300. The next thing to watch is whether outflows ease, not whether there’s a one-day rebound. Source: Farside. #ETF资金流 Personal views only. The author may hold assets mentioned in this post. This is not investment advice. DYOR.
$ETH spot ETFs have seen net outflows for two consecutive weeks: approximately -$320 million from October 12–16 and -$221 million from October 19–23, for a total of about -$541 million.

Of the 15 trading days since October 7, only 3 saw net inflows, and even the biggest one was just +$25 million—barely enough to make a dent in the outflows. Last Friday (the 23rd) turned positive at +$4 million, which looks more like a breather than a reversal.

By comparison, $BTC ETF still saw net inflows last week, suggesting institutional money has clearly been “choosing sides” over the past two weeks. $ETH is currently around $2,300. The next thing to watch is whether outflows ease, not whether there’s a one-day rebound.

Source: Farside. #ETF资金流
Personal views only. The author may hold assets mentioned in this post. This is not investment advice. DYOR.
$BTC Some are adding to their positions, but U.S. spot buying hasn’t caught up yet: Strive’s holdings have risen to 50,000 BTC, while the Coinbase Bitcoin Premium Index has been negative for 33 consecutive days, most recently at -0.1259%. My take: This is a divergence between “companies gradually accumulating” and “retail investors in no hurry,” for three reasons: 1. Corporate accumulation is a long-term allocation strategy, so its pace isn’t driven by short-term prices; 2. A negative premium indicates that spot demand on U.S. platforms is weaker than the global average; 3. Bitcoin is hovering around $80,000, and everyone is waiting for guidance ahead of Wednesday’s rate decision. Impact: Strive’s move supports the narrative of a price floor, but a return to positive territory in the premium index would be the signal that U.S. buyers are coming back. Next, watch to see whether the premium index turns positive. #比特币 #Fed rate decision Personal opinion only. The author may hold assets mentioned in this post. This is not investment advice. DYOR
$BTC Some are adding to their positions, but U.S. spot buying hasn’t caught up yet: Strive’s holdings have risen to 50,000 BTC, while the Coinbase Bitcoin Premium Index has been negative for 33 consecutive days, most recently at -0.1259%.

My take: This is a divergence between “companies gradually accumulating” and “retail investors in no hurry,” for three reasons:
1. Corporate accumulation is a long-term allocation strategy, so its pace isn’t driven by short-term prices;
2. A negative premium indicates that spot demand on U.S. platforms is weaker than the global average;
3. Bitcoin is hovering around $80,000, and everyone is waiting for guidance ahead of Wednesday’s rate decision.

Impact: Strive’s move supports the narrative of a price floor, but a return to positive territory in the premium index would be the signal that U.S. buyers are coming back. Next, watch to see whether the premium index turns positive.

#比特币 #Fed rate decision
Personal opinion only. The author may hold assets mentioned in this post. This is not investment advice. DYOR
$BTC was trading at $80,037 in early Monday trading, almost exactly at today's 00:00 UTC open of $80,049. It has been going in circles around $80,000 for several days. A few numbers from this morning: • $BTC 24-hour range: $79,750–$80,919, with a move of less than 1.5% • $ETH was at 2,326, in a range of 2,308–2,368 • $SOL was at $101.2 The new week has started without a directional move, suggesting the market is waiting for news rather than taking a position. The longer the range stays tight, the more concentrated the volatility tends to be when volume picks up. For today, watch the two boundaries at 80,919 and 79,750. Whichever one gets hit first on rising volume will set the mood for the day. #BTC走势分析 These are the author's personal views. The author may hold assets mentioned in this post. This is not investment advice. DYOR
$BTC was trading at $80,037 in early Monday trading, almost exactly at today's 00:00 UTC open of $80,049. It has been going in circles around $80,000 for several days.

A few numbers from this morning:
• $BTC 24-hour range: $79,750–$80,919, with a move of less than 1.5%
• $ETH was at 2,326, in a range of 2,308–2,368
• $SOL was at $101.2

The new week has started without a directional move, suggesting the market is waiting for news rather than taking a position. The longer the range stays tight, the more concentrated the volatility tends to be when volume picks up. For today, watch the two boundaries at 80,919 and 79,750. Whichever one gets hit first on rising volume will set the mood for the day.

#BTC走势分析
These are the author's personal views. The author may hold assets mentioned in this post. This is not investment advice. DYOR
Verified
$BTC Sunday evening briefing: $80,249. Next week, the key question isn’t whether the Fed will raise rates, but what it will say about December. The odds of the Fed holding rates steady in October are around 94%, so that’s almost a foregone conclusion. But markets are pricing in roughly an 80% chance of a rate hike in December. That’s why Fed Chair Warsh’s remarks early Thursday morning (2 a.m. Beijing time on the 29th) are the real wildcard. Thursday also brings PCE inflation data, along with a slew of earnings reports from tech giants. What do you think? If the statement takes a tougher line on December, will $BTC retest its previous low, or will the bad news already be priced in? Share your reasoning in the comments. Looking ahead to tomorrow: No major data releases on Monday; keep an eye on oil prices and Treasury yields. #美联储 #BTC Personal views only. The author may hold assets mentioned in this post. This is not investment advice. DYOR
$BTC Sunday evening briefing: $80,249. Next week, the key question isn’t whether the Fed will raise rates, but what it will say about December.

The odds of the Fed holding rates steady in October are around 94%, so that’s almost a foregone conclusion. But markets are pricing in roughly an 80% chance of a rate hike in December. That’s why Fed Chair Warsh’s remarks early Thursday morning (2 a.m. Beijing time on the 29th) are the real wildcard. Thursday also brings PCE inflation data, along with a slew of earnings reports from tech giants.

What do you think? If the statement takes a tougher line on December, will $BTC retest its previous low, or will the bad news already be priced in? Share your reasoning in the comments.

Looking ahead to tomorrow: No major data releases on Monday; keep an eye on oil prices and Treasury yields.

#美联储 #BTC
Personal views only. The author may hold assets mentioned in this post. This is not investment advice. DYOR
$BTC Sunday evening report: $80,456, with a 24-hour range of $79,121–$80,919. The range was only about 2.3%, making it the calmest day in recent days. Over the same period, $ETH was at $2,336, down about 0.8%, while $SOL was at $101, down about 1.1%. Smaller coins fell slightly more than $BTC, suggesting that weekend trading was defensive. My take: this looks more like a “holding one’s breath” ahead of next week’s Fed meeting than a directional move. Three things to watch: first, $SOL dipped to an intraday low of 98.5—will the $100 level be tested repeatedly? Second, can $ETH hold its intraday low of 2,280? Third, will trading volume pick up during Monday’s Asian session? The longer the market stays range-bound, the more concentrated volatility tends to be when volume finally surges. #加密市场 #BTC outlook Personal opinion only. The author may hold assets mentioned in this post. This is not investment advice. DYOR
$BTC Sunday evening report: $80,456, with a 24-hour range of $79,121–$80,919. The range was only about 2.3%, making it the calmest day in recent days.

Over the same period, $ETH was at $2,336, down about 0.8%, while $SOL was at $101, down about 1.1%. Smaller coins fell slightly more than $BTC , suggesting that weekend trading was defensive.

My take: this looks more like a “holding one’s breath” ahead of next week’s Fed meeting than a directional move. Three things to watch: first, $SOL dipped to an intraday low of 98.5—will the $100 level be tested repeatedly? Second, can $ETH hold its intraday low of 2,280? Third, will trading volume pick up during Monday’s Asian session?

The longer the market stays range-bound, the more concentrated volatility tends to be when volume finally surges.
#加密市场 #BTC outlook
Personal opinion only. The author may hold assets mentioned in this post. This is not investment advice. DYOR
$BTC Next week’s real opponent may not be oil prices, but interest rates: futures pricing shows an approximately 80% chance of a Fed rate hike in December, while there’s about an 88% chance rates will be left unchanged at Wednesday’s meeting. The 10-year Treasury yield is back near 5%, the U.S. Dollar Index is at 101.8, and WTI is above $103. For non-yielding assets, risk-free returns this high create real valuation pressure. $BTC is currently trading at $80,234, about 30% below its year-ago high of $114,472. Alphabet, Microsoft, and Amazon are also reporting earnings this week. The market wants to know how long AI investment can keep driving growth. My view: Wednesday’s decision itself is unlikely to be a surprise. The key is how the new chair talks about December. A hawkish tone would make life difficult for risk assets; a steady one would give crypto prices some room to breathe. #美联储 #Macro Personal opinion only. The author may hold assets mentioned in this post. This is not investment advice. DYOR
$BTC Next week’s real opponent may not be oil prices, but interest rates: futures pricing shows an approximately 80% chance of a Fed rate hike in December, while there’s about an 88% chance rates will be left unchanged at Wednesday’s meeting.
The 10-year Treasury yield is back near 5%, the U.S. Dollar Index is at 101.8, and WTI is above $103. For non-yielding assets, risk-free returns this high create real valuation pressure.
$BTC is currently trading at $80,234, about 30% below its year-ago high of $114,472.
Alphabet, Microsoft, and Amazon are also reporting earnings this week. The market wants to know how long AI investment can keep driving growth.
My view: Wednesday’s decision itself is unlikely to be a surprise. The key is how the new chair talks about December. A hawkish tone would make life difficult for risk assets; a steady one would give crypto prices some room to breathe.
#美联储 #Macro
Personal opinion only. The author may hold assets mentioned in this post. This is not investment advice. DYOR
$BTC sentiment is quietly warming up, but leverage hasn’t followed: the Fear & Greed Index has risen for three consecutive days, from 50 to 51 to 54, but remains in the “neutral” zone. Derivatives are also subdued: the BTC perpetual funding rate on OKX is around 0.0094% every 8 hours—slightly positive, but far from crowded. Open interest in the contract is about 29,700 BTC, equivalent to roughly $2.39 billion. My take: The price has been moving sideways around $80,000 for several days. The slight uptick in the sentiment index and modest funding rate suggest that anticipation is building, rather than traders piling in with leverage. What’s really worth watching is whether funding rates rise quickly and sentiment breaks above 60—that would signal a change in how crowded the market is. What do you think will break this sideways movement: spot trading or leverage? #恐惧与贪婪指数 Personal opinion only. The author may hold assets mentioned in this article. This is not investment advice. DYOR.
$BTC sentiment is quietly warming up, but leverage hasn’t followed: the Fear & Greed Index has risen for three consecutive days, from 50 to 51 to 54, but remains in the “neutral” zone.

Derivatives are also subdued: the BTC perpetual funding rate on OKX is around 0.0094% every 8 hours—slightly positive, but far from crowded. Open interest in the contract is about 29,700 BTC, equivalent to roughly $2.39 billion.

My take: The price has been moving sideways around $80,000 for several days. The slight uptick in the sentiment index and modest funding rate suggest that anticipation is building, rather than traders piling in with leverage. What’s really worth watching is whether funding rates rise quickly and sentiment breaks above 60—that would signal a change in how crowded the market is.

What do you think will break this sideways movement: spot trading or leverage?

#恐惧与贪婪指数 Personal opinion only. The author may hold assets mentioned in this article. This is not investment advice. DYOR.
On a Sunday when the broader market was moving sideways, privacy coins were among the few sectors still showing activity: $XMR was up about 5.0% over 24 hours, at $610; $ZEC was up about 3.2%, at $1,205. Its trading volume was around $670 million, the highest among the leading gainers. My take: 1. $BTC is trading in a narrow range, with no clear market theme, so capital can easily turn to smaller sectors for opportunities. 2. $ZEC is backed by solid trading volume, so this doesn’t look like a purely low-liquidity spike. 3. Two coins in the same sector are strengthening in tandem, suggesting sector-wide activity rather than news about a single coin. Still, the gains are only a few percentage points. Whether they’ll last depends on whether trading volume holds up after the U.S. session on Monday. #隐私币 #Altcoins Personal opinions only. The author may hold assets mentioned in this post. This is not investment advice. DYOR
On a Sunday when the broader market was moving sideways, privacy coins were among the few sectors still showing activity: $XMR was up about 5.0% over 24 hours, at $610; $ZEC was up about 3.2%, at $1,205. Its trading volume was around $670 million, the highest among the leading gainers.

My take:
1. $BTC is trading in a narrow range, with no clear market theme, so capital can easily turn to smaller sectors for opportunities.
2. $ZEC is backed by solid trading volume, so this doesn’t look like a purely low-liquidity spike.
3. Two coins in the same sector are strengthening in tandem, suggesting sector-wide activity rather than news about a single coin.

Still, the gains are only a few percentage points. Whether they’ll last depends on whether trading volume holds up after the U.S. session on Monday.

#隐私币 #Altcoins
Personal opinions only. The author may hold assets mentioned in this post. This is not investment advice. DYOR
$BTC Spot ETFs saw net inflows of about $301 million last week, but the money actually came in during the first half of the week and flowed out during the second half. Farside data: +$527 million on Monday, +$23 million on Tuesday, and +$525 million on Wednesday, for a three-day total of about +$1.075 billion; then -$636 million on Thursday and -$138 million on Friday, giving back about $774 million over two days. My take: Net inflows were positive for the week, but momentum is weakening. BlackRock’s IBIT saw outflows on both Thursday and Friday, and the selling pressure in the second half of the week is more worth watching than the buying in the first half. The FOMC meeting and PCE data are both coming up next week, and Monday’s flows will be the first thing to watch. #ETF资金流 #BTC Personal opinion only. The author may hold assets mentioned in this post. This is not investment advice. DYOR
$BTC Spot ETFs saw net inflows of about $301 million last week, but the money actually came in during the first half of the week and flowed out during the second half.

Farside data: +$527 million on Monday, +$23 million on Tuesday, and +$525 million on Wednesday, for a three-day total of about +$1.075 billion; then -$636 million on Thursday and -$138 million on Friday, giving back about $774 million over two days.

My take: Net inflows were positive for the week, but momentum is weakening. BlackRock’s IBIT saw outflows on both Thursday and Friday, and the selling pressure in the second half of the week is more worth watching than the buying in the first half. The FOMC meeting and PCE data are both coming up next week, and Monday’s flows will be the first thing to watch.

#ETF资金流 #BTC
Personal opinion only. The author may hold assets mentioned in this post. This is not investment advice. DYOR
BTC-0.35%
IBITETF-1.21%
Geopolitical risk didn’t knock $BTC below the line this time: After news broke Saturday that the U.S. was evacuating personnel from the Middle East, the price briefly fell below $80,000, then recovered. It’s currently around $80,793. What happened: According to the WSJ, the U.S. is evacuating personnel from embassies and bases across the Middle East amid concerns about Iranian actions targeting U.S. personnel. Trump also hinted that tensions could escalate again after the midterm elections. My take, in three points: 1. This is a shock to macro risk appetite, not a problem originating within crypto. 2. There’s still support around $80,000. The 24-hour low was about $79,121, and the price recovered after a brief wick down. 3. The reaction in oil prices, the dollar, and U.S. stocks at Monday’s open will determine whether these concerns continue to build. What to watch next: Monday’s Asian session and the U.S. stock market open, as well as this week’s Federal Reserve meeting. #比特币 #宏观 These are the author’s personal views. The author may hold assets mentioned in this post. This is not investment advice. DYOR
Geopolitical risk didn’t knock $BTC below the line this time: After news broke Saturday that the U.S. was evacuating personnel from the Middle East, the price briefly fell below $80,000, then recovered. It’s currently around $80,793.

What happened: According to the WSJ, the U.S. is evacuating personnel from embassies and bases across the Middle East amid concerns about Iranian actions targeting U.S. personnel. Trump also hinted that tensions could escalate again after the midterm elections.

My take, in three points:
1. This is a shock to macro risk appetite, not a problem originating within crypto.
2. There’s still support around $80,000. The 24-hour low was about $79,121, and the price recovered after a brief wick down.
3. The reaction in oil prices, the dollar, and U.S. stocks at Monday’s open will determine whether these concerns continue to build.

What to watch next: Monday’s Asian session and the U.S. stock market open, as well as this week’s Federal Reserve meeting.

#比特币 #宏观 These are the author’s personal views. The author may hold assets mentioned in this post. This is not investment advice. DYOR
$BTC was trading at $80,785 early Sunday, down about 0.4% over 24 hours and still stuck in a narrow range of $79,121–$81,101. $ETH was weaker: trading at $2,356, down about 1.2%, after dipping to an intraday low of $2,280—a much larger move than $BTC . $SOL was at $102.3, down about 0.4%, after recovering from a low of $98.5. Three things to watch: 1. The price has repeatedly met resistance near $81,100, while buyers have stepped in near $79,100. The range remains intact. 2. Ethereum is relatively weak, in line with the divergence in ETF flows last week. 3. With a Fed decision and tech earnings due next week, the low volatility over the weekend looks more like a wait for news than a clear directional move. The key today is which level gets tested first: $81,100 or $79,100. #币安广场 #BTC price action Personal opinion. The author may hold assets mentioned in this post. This is not investment advice. DYOR
$BTC was trading at $80,785 early Sunday, down about 0.4% over 24 hours and still stuck in a narrow range of $79,121–$81,101.

$ETH was weaker: trading at $2,356, down about 1.2%, after dipping to an intraday low of $2,280—a much larger move than $BTC . $SOL was at $102.3, down about 0.4%, after recovering from a low of $98.5.

Three things to watch:
1. The price has repeatedly met resistance near $81,100, while buyers have stepped in near $79,100. The range remains intact.
2. Ethereum is relatively weak, in line with the divergence in ETF flows last week.
3. With a Fed decision and tech earnings due next week, the low volatility over the weekend looks more like a wait for news than a clear directional move.

The key today is which level gets tested first: $81,100 or $79,100.

#币安广场 #BTC price action
Personal opinion. The author may hold assets mentioned in this post. This is not investment advice. DYOR
$BTC Saturday evening update: $80,578, with a 24-hour range of $80,305–$81,943. The range-bound market between $80K and $85K that’s lasted for over a month is still holding. Before Monday’s open, I’d like to hear your thoughts: With next week’s Fed decision, inflation data, and tech earnings all landing around the same time, where will the first major move come from? My take: Macro data will most likely move first, while crypto will probably follow. Why? Over the past few days, $BTC has barely reacted to the Nasdaq’s decline, suggesting both buyers and sellers are waiting for answers. $ETH was at $2,365 on Saturday, also showing no independent move. What do you think will move first: macro, U.S. stock earnings, or crypto on its own? Share your reasoning in the comments—no need to vote. #BTC走势分析 #FederalReserve These are personal views. The author may hold assets mentioned in this post. This is not investment advice. DYOR
$BTC Saturday evening update: $80,578, with a 24-hour range of $80,305–$81,943. The range-bound market between $80K and $85K that’s lasted for over a month is still holding.

Before Monday’s open, I’d like to hear your thoughts: With next week’s Fed decision, inflation data, and tech earnings all landing around the same time, where will the first major move come from?

My take: Macro data will most likely move first, while crypto will probably follow. Why? Over the past few days, $BTC has barely reacted to the Nasdaq’s decline, suggesting both buyers and sellers are waiting for answers. $ETH was at $2,365 on Saturday, also showing no independent move.

What do you think will move first: macro, U.S. stock earnings, or crypto on its own? Share your reasoning in the comments—no need to vote.

#BTC走势分析 #FederalReserve
These are personal views. The author may hold assets mentioned in this post. This is not investment advice. DYOR
$BTC was still treading water on Saturday evening: trading at $80,468, with a 24-hour high of around $81,943 and a low of around $80,305—a range of only about 2%. For comparison: the Nasdaq plunged and oil prices surged yesterday, but $BTC still avoided any major swings. Today, with U.S. markets closed for the weekend, prices are even quieter. $ETH is at 2,361, down about 1% over 24 hours; $SOL is at 101.3, down about 1.4%. Altcoins are a little weaker than Bitcoin. My take: this looks more like a wait for next week’s Fed decision, inflation data, and tech earnings than a market that has already chosen a direction. Around 80,300 is today’s low, and around 82,000 is the upper boundary. Whether the range breaks is more worth watching than the day’s price change. #BTC走势分析 #Crypto Market Personal opinion. The author may hold assets mentioned in this post. This is not investment advice. DYOR.
$BTC was still treading water on Saturday evening: trading at $80,468, with a 24-hour high of around $81,943 and a low of around $80,305—a range of only about 2%.

For comparison: the Nasdaq plunged and oil prices surged yesterday, but $BTC still avoided any major swings. Today, with U.S. markets closed for the weekend, prices are even quieter. $ETH is at 2,361, down about 1% over 24 hours; $SOL is at 101.3, down about 1.4%. Altcoins are a little weaker than Bitcoin.

My take: this looks more like a wait for next week’s Fed decision, inflation data, and tech earnings than a market that has already chosen a direction. Around 80,300 is today’s low, and around 82,000 is the upper boundary. Whether the range breaks is more worth watching than the day’s price change.

#BTC走势分析 #Crypto Market
Personal opinion. The author may hold assets mentioned in this post. This is not investment advice. DYOR.
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