EGC9999

📰 BlockBeats latest news roundup
1. Drift’s compensation plan sparks community dissatisfaction: for every $100 loss, users can currently redeem only about $1
2. Glassnode: the sell-wall above $85,000 for Bitcoin has disappeared—possibly creating room for further upside
3. Kinetiq ends the kPoints rewards program, switching to paid applications; after the change, the KNTQ price drops by over 23%
4. US media: Trump previously asked Grok about the capture of Maduro and believed its performance was “excellent”
5. Affected by Upbit’s listing, Dolphin (POD) surges more than 130% in a short time
6. In the past hour, liquidations across the entire network totaled $121 million, with shorts accounting for the majority
7. Upbit lists Dolphin (POD) spot trading
8. OKX will list perpetual stock contracts for H100, ACN, NKE, BWET, and SECZ
9. Bitcoin breaks through the $86,000 level; the intraday gain is 1.35%
10. Trump: the US government may consider taking an equity stake in OpenAI and Anthropic
#BlockBeats #加密货币 #快讯 #Web3

Technical Analysis — $FLOW
Market bias: BULLISH BIAS 🟢
Price zones to watch: 0.03179
Scenario invalidation level: 0.0314643
Technical target 1: 0.0321157
Technical target 2: 0.0323329
Technical target 3: 0.0326586
Analysis:
Recent candles show controlled volatility around a key reaction area.
Risk stays defined as long as price holds on the planned side of the stop.
Disclaimer: This is educational market commentary, not financial advice.
$FLOW

#9月非农今晚公布，加息预期成焦点

I am the mid-term intelligence guy!

Let me analyze the latest bullish and bearish news on $BTC for everyone.

Citibank raised the 12-month target to 113,000, relying on ETF inflows, macro support, and SEC regulations;

Saylor continues to increase holdings, buying another 1,665 coins at an average price of 85,681, with a total holding of 847,000;

September spot ETF inflows reached 2.65 billion, Q3 BTC rose 42.7%, with three consecutive months of gains, showing strong capital inflows.

But don't chase too hard in the short term. On 9/30, ETF net outflows were 148.7 million, ending the continuous inflows;

Big coin $BTC, second coin $ETH, and $ZEC have each gone their own way,

the market divergence is becoming more and more obvious.

My approach is still to wait for a pullback before looking for long opportunities,

not chasing the price.

I haven't found a comfortable entry point all afternoon,

so I'll continue to watch.

Being out of position is acceptable,

there's no need to short against the trend.

Be patient with losing trades first,

lock in profits on winning trades first.
#加息预期推迟，9月非农成下一关键

Trump signed an executive order renaming AI to SI, reigniting sensitivity in the crypto market to policy narratives. BSB, as an AI-related concept asset, saw short-term sentiment influenced, but the renaming itself does not change the fundamentals. I tend to classify this round of volatility as an emotional pulse rather than a trend reversal.

The 24-hour amplitude ranged from 0.09852 to 0.10468, with the current price at 0.10327, up only 1.2%. The trading volume of 1.385 million indicates limited incremental funds. The order book's top 10 buy-sell ratio is 0.60, with selling pressure clearly dominant; the funding rate is slightly positive at 0.0207%, with open interest at 12.268 million coin-based contracts. The longs are crowded but have retraced 7.14% from the 1-hour high, showing weakening short-term momentum. The 4-hour structure is still upward but 9.37% below the high, indicating weak upward momentum.

Technical Analysis — $SNX
Market bias: BULLISH BIAS 🟢
Price zones to watch: 0.2563
Scenario invalidation level: 0.253675
Technical target 1: 0.258925
Technical target 2: 0.260675
Technical target 3: 0.2633
Analysis:
Price is respecting the short-term structure while momentum remains aligned with the plan.
Wait for confirmation at entry and invalidate the idea if the stop is reached.
Disclaimer: Trade only with risk capital and follow your own risk-management rules.
$SNX

Technical aspect: ETH is strong, BTC is weak
But still fluctuating within a range
BTC 825-828 not broken, all are range-bound accumulation, then rising. Overall, the daily-level uptrend remains unchanged, unless it breaks below 80,000, there is really no condition for a major drop.
ETH is much simpler, the low point at 2626 below hasn't been broken, much stronger
Fundamental aspect: The interest rate hike expectation is only 49%, and only one hike is expected within the year, the bearish shoe has dropped. It can be foreseen that the market makers are playing with the interest rate hike expectations. The last BTC drop was due to rising rate hike expectations; this time BTC can't fall because the rate hike expectations are declining. When the PCE data comes out tonight, do you think the rate hike expectations will decline further?

$BULLA Long 10x | Demand must hold or the scenario is invalidated.
BULLA is currently approaching a critical zone that could sustain the bullish outlook. Buyers must demonstrate strength at this level for the plan to remain intact.
Scenario map:
- Entry band: 0.07915 – 0.07936
- TP1 / first reaction: 0.08002 (R:R 1:0.8)
- TP2 / continuation area: 0.08054 (R:R 1:1.3)
- TP3 / extended objective: 0.08131 (R:R 1:2.0)
- Risk level: 0.07823
Why this setup?
- The 4h timeframe continues to support the long thesis, with price reacting as anticipated between 0.07915–0.07936 near 0.07925.
- The 15m RSI at 38 indicates neutral momentum, allowing for potential upside; however, the zone needs to validate itself.
- Volume is present, with 3.41x traded against 11.71K versus an expected 3.44K, suggesting active participation.

$LTC Long 10x | Demand zone activated, with clear invalidation set.
LTC is approaching a critical level that distinguishes a viable long from a potential failure. This scenario remains active as long as buyers effectively manage the supply.
Scenario map:
- Entry band: 67.34000 – 67.54000
- TP1 / first reaction: 68.14000 (R:R 1:0.8)
- TP2 / continuation area: 68.61000 (R:R 1:1.3)
- TP3 / extended objective: 69.31000 (R:R 1:2.0)
- Risk level: 66.51000
Why this setup?
- The strategy is intact, supported by 4h structure and a bullish daily backdrop around 67.34000–67.54000.
- The 15m RSI at 44 indicates further potential for upward movement, provided the zone holds firm.

"Four-Coin Night Talk"

BTC: 83,339, down 1.78%. Support at 82,500-82,800, resistance at 84,000-84,200 is tough to break. ETF inflows shrank from 999 million to 134.5 million, 83,000 is the watershed, only a break below 81,500 is truly dangerous. Wait for stabilization.

ETH: 2,674, strong structure but weak momentum. 2,795 caps a 735 million short liquidation, 2,532 supports a 902 million long position. 73% long is too crowded, 81.47 million liquidated in 24 hours. Move again only after a breakout or breakdown.

ZEC: 1,388, down 12.1%. After surging to 1,593 in September, it plunged; a whale sold 15,000 coins worth about 23 million. 1,650 is a liquidity magnet, the effect is fading, don't catch the last fall.

$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.

$ZEC touched $1,382, the short squeeze structure is shifting to bear pressure

According to the current OKX spot market, $BTC is at $83,020, down 0.84% in 24 hours; $ZEC is at $1,400.97, down 10.75%, with an intraday low of $1,382.

ZEC perpetual positions are about $164 million, up again from about $157 million earlier, with a positive funding rate.

Previously, price and positions declined simultaneously, indicating bulls retreating; now price remains weak but positions rise, indicating new positions entering.

A positive funding rate means longs pay fees; if the rebound fails, these new longs may become the next round of liquidation selling pressure.

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‼️

Good morning, crypto friends, this is Mouse's liquidation quick report

Below is the $ZEC 24-hour total network liquidation data.

The total liquidation amount for ZEC in 24 hours is: 36,085,800 USD.

Among them

The 24-hour long position liquidation amount is: 34,115,500 USD.

The 24-hour short position liquidation amount is: 1,970,300 USD.

$#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?

These past two days, I still placed a BTC long order at 81800, but it hasn't been filled yet.

Yesterday, the lowest actually hit 82501, just a bit away from my position, but it just didn't go down further. Now it's back around 83500, and I can only watch this order.

What concerns me more is that the market turnover has clearly increased; the 24-hour turnover has reached 1.55 trillion USD, much larger than before. The market isn't just slowly declining; there are buyers around 82500, and if it falls, it quickly gets pulled back.

But I won't chase longs just because I missed the 81800 fill.

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.