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$SUI actually surged up directly from the bottom! This is crazy! 😱 It has surged above $1, the rise is outrageous! 🙄️ There’s always some explanation, right?! Checked and found out it’s because the team leaked that on October 7-8 at Singapore Basecamp 2026, they will launch a heavyweight financial product!!! No details on what it looks like yet, only that it will elevate on-chain finance to a new level. They say it will make the money on this chain circulate better and be more useful? 🤔️ The crypto world loves to bet on such expectations, so trading volume exploded instantly, and leverage followed in. If SUI doesn’t want to be called a meme coin, it still needs to bring out some real stuff to prove its strength. 😄 Data shows over $1.2 billion locked on-chain, with a lending platform called NAVI alone accounting for more than $400 million. Converting to stablecoins doesn’t require paying gas fees, so ordinary people don’t need to hoard a bunch of tokens for transaction fees. Their own trading platform DeepBook also launched software for regular users, allowing trading with a minimum duration of one minute. Feels like they do have some substance. They’re talking big and seem ready to make a big move! Now it’s about whether they can actually deliver real results instead of just empty talk, or else it will end in a mess! #美联储重启加息，BTC为何仍有韧性？ #财报观察员：好市多业绩超预期，美光接棒 #美债长端利率持续攀升，融资压力升温

#美联储重启加息，BTC为何仍有韧性？ The US 10-year Treasury yield has topped around 5.2%, and the 30-year is even higher, close to 5.5%. 😱 Scary, isn't it?! But $BTC not only didn’t fall along, it even rose a bit! Strange, right?! 🤔️ The US owes over forty trillion, and just the interest payments amount to over a hundred billion dollars a year, more expensive than maintaining the military. Tech giants are borrowing money to build AI too. When oil prices rise, the cost of food and daily necessities also goes up. People fear prices will get even higher, so they want higher interest to buy those 10- and 30-year bonds. The good news for Bitcoin is that about 450 new coins are mined daily. A few days ago, the US spot ETF absorbed nearly a billion dollars in one day, and institutions didn’t collectively sell off even when prices dropped. There are fewer coins on exchanges than a few years ago, and long-term holders still keep them in wallets without moving them. Bitcoin dropped from 87,000 to around 83,000; the money might have gone to buy Treasuries. When some sell at the top, others buy at the bottom. Basically, it’s still stable! No major impact. The crypto market’s four-year cycle is still heavily influenced by Treasury yields! Once interest rates come down and ETFs absorb the daily newly mined coins, a true bull market might restart. #财报观察员：好市多业绩超预期，美光接棒 #美债长端利率持续攀升，融资压力升温

#美伊恢复接触，风险溢价会降吗？ Talked for three hours in New York, Trump said the talks went pretty well! The market was almost scared to death by them!🤣 In the end, no agreement was signed, and Iran didn’t change any of its conditions. Will the strait be open? Will the blockade be lifted? Will the money be unfrozen? All remain unresolved.🤔️ The probability of a rate hike in October has been pushed to 70%, and the 10-year US Treasury yield has risen above 5%. At times like this, it’s very hard for Bitcoin to surge on its own. But Strategy has already hoarded over 800,000 coins, ETFs are still buying, and institutions haven’t really sold much even when the coin price dropped by half. Some positive factors still exist. Honestly, the war issue is just a short-term factor; in the long run, the trend of Bitcoin will still be determined by factors like oil prices and interest rates! #BTC冲高回落，市场轮动开始了吗？ #美债收益率全面走高，高利率为何难降？

$ZEC just surged to 1680, but many people haven't even seen the candlestick clearly before the price started dropping! It's so damn awkward 😅 I have to say ZEC has really stolen the spotlight recently! 👍 Around 1680 is basically a meat grinder zone, with both bulls and bears taking heavy hits. But ZEC isn't just an ordinary altcoin; it can hide the sender, receiver, and amount, and its total supply is capped at 21 million, just like Bitcoin. This year, Grayscale converted its trust into a US stock spot ETF, and 21Shares listed physical ETPs in Paris and Amsterdam, finally giving institutions a proper entry point. About 30% of coins on-chain have already entered privacy pools, so they don't usually flow back to exchanges. On November 5th, the NU7 upgrade will reduce block time from 75 seconds to 25 seconds, making transfers faster. But these are mid-to-long-term narratives. For us traders, focusing on the current market situation is more important. The price surged then pulled back, indicating funds are offloading. 1484 is roughly the short-term watershed; holding above it gives a chance for a rebound. If it breaks below, don't rush to bottom-fish—there's bigger support waiting below. At this position, going long or short is not easy! 🤔️☹ #BTC冲高回落，市场轮动开始了吗？ #美伊恢复接触，风险溢价会降吗？ #美债收益率全面走高，高利率为何难降？

#BTC冲高回落，市场轮动开始了吗？ In the middle of the night, $BTC just surged to around 87,000, and the group was still shouting breakthrough, but in the blink of an eye, it started to drop. 😂 The crypto world doesn't even give people a moment to catch their breath! 😮‍💨 In the past few days, the US spot Bitcoin ETF has seen continuous large net purchases, with a single-day high close to one billion dollars, and over 1.7 billion in two days combined. MicroStrategy has also started buying coins again. Long-term holders on-chain still hold about three-quarters of the circulating supply, so the selling pressure isn't as scary as it seems. The Federal Reserve just raised interest rates to 3.75% to 4%, and the Clear Act failed to pass in the Senate. But money can't always just revolve around Bitcoin; if Bitcoin holds its ground, Ethereum has the confidence to follow the rise, and altcoins dare to lift their heads. 💪 It feels like big players have already swapped Bitcoin for Ethereum, indicating that market rotation is happening. Now let's see if Bitcoin can hold key levels after the pullback! For now, there's no rush to call a full bull market, but there's also no need to turn bearish just because of one bearish candle. 😄 Rotation might really be here, are you ready to feast? #美伊恢复接触，风险溢价会降吗？ #财报观察员：好市多Q4财报即将公布

#美伊3小时会谈释放积极信号？ Both sides said the talks went well, but actually neither side made concessions.😄 They are just stalling like this! Meanwhile, the market is being toyed with, jumping up and down!😮‍💨$BTC Sat beside the UN General Assembly in New York for three hours, with Qatar relaying messages in between. Iran said it wants to first lift the maritime blockade, return frozen funds, and stop surrounding conflicts before opening the Strait of Hormuz. The US didn’t agree to any of these. Oil prices dropped right after the news broke, and people think inflation pressure might ease a bit. $BTC followed, pushing up from just over 80,000 to around 85,000. The presidents of the two countries didn’t meet, and if the strait remains closed for a day, oil prices could bounce back anytime. Trump himself said Iran is watching how his midterm elections go; if a deal is really made, it will likely be after November. These three hours were just to pass conditions; the problem is still far from solved.😞 In short, there is both good news and bad news. But the overall direction of the market is still mainly driven by US Treasury yields and ETF capital flows! #BTC冲高$87000，加密总市值重返3万亿 #财报观察员：好市多Q4财报即将公布

#BTC surged to $87000, total crypto market cap returns to 3 trillion Wow! BTC surged to 87000! The entire crypto market cap has climbed back to 3 trillion. 😱 And more people are chatting in the group! Everyone is shouting that the bull is back. 😄 The Fed just finished raising rates, but the market feels it won’t be as harsh going forward, so everyone dares to buy risk assets again. The US $BTC ETF saw nearly $1 billion inflow in one day, buying for three consecutive days, led by BlackRock—not just retail investors rushing blindly. Also, shorts can’t hold on anymore; after breaking key levels, stop-loss orders turn into buy orders, pushing the price up faster. Ethereum also touched around 2800, and other altcoins have risen more than 10% in a week. Many institutions have costs just above 80,000; with this rally, they’re back in profit on paper. All these factors have created the current bullish trend in the crypto space! As long as $BTC continues to hold steady and push upward, other altcoins can ride the wave too! 🤤 #EarningsWatcher: Costco Q4 earnings report is about to be released #EarningsWatcher: Costco Q4 earnings report is about to be released

#Strategy increased holdings again, Treasury simultaneously added positions Institutions are entering! 😱 Strategy once again... bought Bitcoin! So fierce! Saylor didn't issue new shares to raise money this week, directly used cash on hand to buy 950 $BTC at an average price of about 79,700, holding a total of 846,000! Over the weekend, Saylor posted "A little more orange," the company is going to convert cash into Bitcoin again. Some believe fiat currency will become less valuable as more is printed, but Bitcoin cannot be printed. Bitcoin has a total supply of 21 million, and after halving, about 450 new coins are mined daily. When those US Bitcoin ETFs buy, the newly mined coins often aren't enough to distribute that day. Institutions entered around 81,000, and now the price has returned above 86,000, so ETF buyers are making profits again for the first time this year. Long-term holders rarely sell, so the available supply on the market is getting scarcer. Other companies also continue to follow up with increased positions: Strive bought about 1,355 at around 79,500, totaling 26,355. BitMine added over 27,000 Ethereum in a week, nearing 6 million. Boya Interactive also replenished 152 Bitcoin at about 75,900. 😄 They are all buying, buying, buying! When the price is rising, these companies actually buy even more aggressively. If they keep buying like this, it would be strange if the price doesn't go up! #BTC冲高$87000，加密总市值重返3万亿 #财报观察员：好市多Q4财报即将公布

#特朗普将会晤海湾六国，伊朗局势迎关键节点 The market has seen a slight uptick these days; hopefully, it won't be suppressed again by the US-Iran war situation? 🤔️ Trump is at the United Nations and will meet with the leaders of the six Gulf countries to specifically discuss Iran's next moves. He says he hasn't ruled out another war, but then also says Iran actually wants to negotiate. Iran hasn't been idle either; it has already asked Qatar to deliver its conditions! Ceasefire first, release the frozen funds, and stop blocking shipments at sea. Trump hasn't completely closed the door on meeting with the Iranian president, but the details haven't been arranged yet. Oil prices have already reacted! Brent crude has dropped three to four points in the past two days, back to around $100, and US oil prices have followed down. At least there won't be a major war immediately in the next few days. If the talks ease tensions a bit and oil prices fall further, inflation can ease, rate hikes won't be so urgent, and stocks and Bitcoin will fare better. $BTC also has some good news; those US spot ETFs are flowing funds back in, institutions are buying again, and the price has surged to above 85,000 or 86,000, the highest in eight months. This meeting really depends on whether energy transportation can resume and if oil prices can continue to cool down. It's really hard to predict! Haha 😄 #加密总市值重返2.8万亿美元 #ZEC巨鲸3.8万枚空单平仓，亏损超3500万美元