EGC9999

$BTC is clearly having a hard time dropping below the 84000 level

So #BTC现货ETF周流入创近一年新高 Going long on btc

You can also go long on $SOL

Right now!!

$ETH is back above $2,700.
More importantly, ETH/BTC is starting to pick up momentum, and that could be the signal ETH has been waiting for.
If this strength continues, ETH could be gearing up for a much bigger move. Watching this one closely.

Technical Analysis — $KAVA
Market bias: BEARISH BIAS 🔴
Price zones to watch: 0.06843
Scenario invalidation level: 0.06861
Technical target 1: 0.06825
Technical target 2: 0.06813
Technical target 3: 0.06795
Analysis:
The market is consolidating after an impulsive move, creating a measurable risk-to-reward setup.
Execution should follow the entry level instead of chasing the breakout.
Disclaimer: Trade only with risk capital and follow your own risk-management rules.
$KAVA

$MUBARAK is showing one of the most noticeable price moves in the current watchlist, with a 15.78% change over 24 hours and another -0.27% move in the latest 5-minute candle. The combination highlights unusually active short-term price action. The key point now is whether the next few candles continue in the same direction or begin to retrace the recent move.

Market Trend Analysis: $BTC (2026-9-29)

On the daily level, there is a slight oscillating pullback, still a short distance from the lower support rebound area. Overall, the bias remains bullish, but on smaller timeframes, shorting for a small segment can be considered~

Trading Strategy:
Short at market price, stop loss set above the breakout at 83700

Two lower entry points for scaling into long positions: 82200, 81400
Long stop loss set below the 80,000 psychological level‼️

$#anthropic招股书或估值超2万亿美元 2 trillion valuation, $42 billion loss, and a $5180 billion compute wager: How should we view Anthropic’s IPO?
First, look at the numbers on the books. Last year, revenue was $4.6 billion, up 12 times—impressive. But operating losses were $8 billion. Compute spending was $7.3 billion; for every $1 earned, $1.6 is burned. They have $20.3 billion in cash, which won’t last long under this burn rate.
The real risk is coming later: over the next few years, the pledged compute-related spending is $5180 billion—112 times the annual revenue. This isn’t running a business; it’s betting the whole stake on the future.
A $2 trillion valuation implies that 2025 revenue would be priced at 436x sales. To justify that price, by 2028 revenue would need to reach $190–200 billion. In three years, expanding over 40x—do you believe that?

PONS REVENUE COLLAPSED 88% — AND ITS BUYBACK ENGINE IS LOSING STEAM
Robinhood Chain’s launchpad went from nearly $2M in daily revenue to about $240K.
That’s an 88% drop in roughly three weeks, based on the figures shared from Blockworks.
PONS had surged through late August and early September, briefly generating around two-thirds of revenue across PONS, STONK and PUMP.
Now the rankings look very different:
* PONS: ~$240K daily revenue on September 25
* STONK: ~$900K — more than 3x PONS
* PUMP: ~$1.4M–$1.7M daily over the past 10 days
There’s another pressure point: around 80% of PONS fees reportedly go toward buying back and burning the token.

$XAUT USDT is at an interesting level
I’ve been watching this chart closely, and what caught my attention is how hard XAUUSDT sold off on the 1H timeframe.
Price came down from around 4,288 and eventually touched 4,116.60. After that drop, I can see some buyers trying to stabilize the price around 4,130, but the overall structure is still bearish.
For me, 4,116.60 is the key level now.
If sellers break and hold below it, the downside could continue. But if buyers manage to reclaim 4,145.87, I’ll start watching for a recovery toward 4,183.75.
I’m not forcing an entry here because price is sitting close to support after a strong move down. I’d rather wait for confirmation than chase the candle.

1h price 146.10000, bearish stack intact with ADX 34.4.
Journal note: SPCX
$SPCX /USDT · Bias: SHORT · 5/11 signals aligned
⚠️ Leaning only: 6 of 11 signals are still undecided. Keep size light.
Technical verdict: LEANING SHORT. 5 of 11 signals aligned, 0 against.
What supports it (5):
• 1h trend: price < EMA50 < EMA200, bearish stack
• Trend strength (ADX/DI, 15m): ADX 34.4 with sellers in control (DI+ 14.4 vs DI− 29.1)
• 4h RSI: 30.4, bearish momentum (below 45)
• 1h RSI: 28.7, bearish momentum (below 45)
No factor points the other way right now.

#ChainlinkLaunchesCCIP2WithEnterpriseVerification A Major Revolution in the Crypto Industry:
LINK with CCIP2 has completely transformed all cross-chain communications—imagine putting up collateral on Ethereum but taking out a loan on Arbitrum, and creating thousands of types of bridges between applications on different chains...

ARK tokenizes a $1.3 billion venture capital fund, with KAITO directly benefiting as its ecological information layer target, but the positive news hasn't changed the short-term weakness. Although the 4-hour chart shows an increase, the 1-hour chart has turned downward, with a weak rebound. Current price is 0.3335, down 7.7% in 24h, high 0.3638 low 0.3255, volume 26.77 million. It is only 1.55% above the 1-hour low, approaching support at 0.3253 and resistance at 0.3467. The buy-sell ratio for the top 10 levels is 0.97, with slightly stronger selling pressure. Funding rate is 0.0042%, longs still pay a premium, open interest is 11.284 million, sentiment not yet cleared. You may lightly go long at 0.3253 with a stop loss at 0.3186 and a target of 0.3461; or short on a rebound at 0.3449 with a stop loss at 0.3523 and a target of 0.3269. Position size should not exceed 5%, exit immediately if broken.

Is BTC dropping below 80,000 the real "entry" opportunity? I'm waiting for this drop

Oil prices are rising, US Treasury yields are climbing, and tensions in the Middle East are heating up again, making even refueling cost dozens more. Under this wave of macro pressure, BTC finally can't hold on, and signs of a downward breakout are becoming more obvious.

The pump a few days ago still hasn't been corrected, hanging at a high level, so I really dare not chase. The current position is neither high nor low, but for me, it's still not "cheap" enough.

$SOON I know that doing altcoin trading is extremely risky, with a very low survival rate, but in terms of huge profits, as a poor guy who can only put up a few thousand, this is the only path I can take. I don't have the time like those big players on the trader leaderboard. I can only watch for a few minutes before I have to get back to work, so I'm obsessed with trades that can yield results in the short term. If I mess up once, the previous dozen or so attempts are wasted. It's really hard to grow small capital. If I had a few million, a 12% return now would be enough for me for a long time. Keep it up, I also want to reach the peak someday

Don't just focus on the crypto circle when looking at the crypto world. I just saw a piece of easily overlooked news: Bill Gates publicly stated that AI relying solely on corporate self-discipline is far from enough; Congress must legislate mandatory regulation. The background is the recent incident where OpenAI's agent went out of control, bypassed human control, and invaded other systems, which ignited calls for regulation.

What does this have to do with the crypto circle? AI is one of the valuation engines for this round of risk assets. Once regulation shifts from "encouragement" to "restrictions," the first to be repriced will be high-valuation tech stocks and the overall risk appetite they drive. High beta assets like $BTC won't escape.

The rebound's spark was doused with a bucket of cold water again

In the early morning, $ETH first probed 2660, then oscillated upward steadily, reaching a high of 2723. Unfortunately, the selling pressure above was relentless, and the price retreated back down. Missing the chance to enter at the high is indeed a bit regrettable. This current rebound feels more like a correction than a reversal.

$BTC is weaker. It barely touched 85200 during the day but was pushed down at night. Next, we’ll see if 84500 can hold; if it breaks, it might test a new low again.

ミクロンは30日の市場終了後に決算を発表します。

前四半期の売上高は約414億にとどまった一方、同社は今四半期の見通しを約500億、粗利益率は約86%としており、外部アナリストも依然として予想を上方修正しています。中には来四半期の売上高が580〜590億の見込みだとする予測もあります。

メモリの値上げはまだ終わっていません。この四半期の平均DRAM価格は約20%上昇しており、来四半期もさらにもう一段上がる可能性があります。供給不足は来年の第2四半期まで続くとみる声もあります。

株価は今年ほぼ3倍になりました。決算がどれだけ良くても、ガイダンスが弱ければ株価はそれでも打撃を受けます。この四半期の見通しが予想を上回ることはあくまで通過点であり、来四半期の売上高と粗利益率が流れを決めます。

The Bitcoin spot ETF has attracted over $2.8 billion in inflows for six consecutive days, with incremental funds spilling over to boost the rally expectations for high-beta blue chips like UNI. However, the short-term correlation is weak; I lean towards consolidation and accumulation rather than an immediate breakout. The four-hour structure remains bullish, with a 7.53% room from the low point now open, but the one-hour level has turned downward, retreating 11.15% from the high. Trading volume is only 11.779 million, the top 10 bid-ask ratio is 0.63, indicating obvious selling pressure. The funding rate is 0.01%, slightly neutral, and the open interest of 6.513 million coins shows no panic selling, with cautious sentiment. Strategically, buy on a pullback to 9.385 with a stop loss at 9.215 and a target of 9.785; if volume breaks above 9.812, lightly add to longs with a stop loss at 9.635 and a target of 10.045, keeping single position size within 5%.

These past two days, $SOL has been the strongest card on the table, showing a full bullish alignment across four cycles, leading the gains again in the last 24 hours. The comment section is already shouting "catching up, chasing a bit."

I pour cold water: the strongest target is often the last place to be left holding the bag. The daily RSI has already reached near overbought levels. For a variety that’s leading the way and close to overbought, if you chase in now, you’re making money on the last, steepest segment, which is also the easiest to be counterattacked.

Anyone who plays cards knows: when the cards look best, that’s exactly when you have to ask yourself—am I holding the nuts, or am I feeding others their winning hand? Strength doesn’t equal safety, and following the trend still requires picking the right spots.

Some experts have actually started positioning for $XPL, believing there will be a wave of the "most hated pump".

On-chain stablecoin liquidity on the protocol has surged: In the past 7 days, on-chain stablecoin inflows have skyrocketed by +17%.

High rigid lock-up: The total tokens locked through Plasma One have nearly reached 100 million.

It points out that token unlocks this week are no longer an issue; the long-term bottom and all those bearish panics have long been fully priced in by the market. A short squeeze rally could happen at any time.