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#BTC spot ETF net inflows have continued for 7 consecutive days, nearly $3 billion Many people watch Bitcoin's rise or fall every day, feeling very anxious.🤔️ The market's ups and downs are like a heartbeat, sometimes fast, sometimes slow, all following the market's mood.​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​😩​ The question now is whether those wealthy people are still buying, buying, buying? As long as they keep buying, someone is supporting the bottom. If they stop buying, the market tends to weaken. In the past few days, the US $BTC spot ETF has been buying for 7 consecutive days, with about $2.4 billion coming in this week, setting a new weekly high for this year, totaling nearly $3 billion over 7 days. This indicates that Bitcoin is currently moving from exchanges into funds. Institutions entering the market are not here to double their money today and run tomorrow; they treat it as a long-term asset allocation. So when the price drops, someone is there to catch it at the bottom. Even though institutions have bought so much, the price doesn't immediately skyrocket. They are not short-term speculators. With US Treasury yields so high now, keeping money in banks also yields returns, so people are not in a rush to pour all their money into crypto. Bitcoin remains the benchmark and barometer in the crypto world! Keeping a close eye on Bitcoin's movements and understanding who is buying and how much is just as important as analyzing the market itself! #US Treasury long-term yields continue to rise, financing pressure intensifies #Earnings Watcher: Micron earnings approaching, AI storage demand becomes the focus

The city at 4 a.m. is as quiet as a ghost town, with only the K-line on my screen still moving.😩 My schedule is completely reversed because of the big coin 🙃️! $BTC is now consolidating around 84,000, it surged to 87,000 a couple of days ago but quickly couldn't hold and dropped back down. The market is thin during holidays, with less capital, so prices are more easily tossed around. If you hesitate, it crashes down; if you sell, it rushes back up. This is the most common behavior when liquidity is insufficient. The US spot Bitcoin ETF has been attracting money these days, with over two billion dollars flowing in within a week. Institutions really seem to be buying blindly.😄 The Fed just finished its meeting, and the market's panic over interest rates has started to ease. September usually sees a downward trend, but this year it has held up. Maybe the ETF is just a probe for the market now?🤔️ Ultimately, we still need to watch PCE and interest rate expectations to make the direction clearer. #BTC现货ETF连续6日吸金超28亿美元 #美债长端利率持续攀升，融资压力升温 #特朗普据悉拒绝7天方案，霍尔木兹重开再生变

#BTC现货ETF连续6日吸金超28亿美元 Many people see $BTC drop from 87,000 to 84,000 and say the bull market is over. 😂 But what's intriguing is that those Bitcoin ETFs in the US have been continuously buying these days. 🤔️ On the 21st alone, nearly one billion dollars flowed in, the highest single-day amount this year. Money also kept coming in on the 24th and 25th. Ethereum hasn't stopped either, with several hundred million added over the week. At this stage, retail investors actually find it hard to judge whether the market is in a bull or bear phase; the only way is to look at off-exchange capital flows as a trend indicator. Big players are quietly accumulating while everyone else is panicking. On the other hand, the Federal Reserve just finished raising rates, and the market now thinks there's over a 70% chance of another hike in October. The American public's inflation expectations for the next year jumped from below 4% to 4.6%. The 30-year Treasury yield also touched 5.5%. Money is getting more expensive, risk assets should have been drained by now, yet everyone is still rushing into BTC! Although ETFs seem to be buying recklessly, the daily inflows are decreasing. Once this heat dies down, the crisis and risks will be exposed?! #美债长端利率持续攀升，融资压力升温 #特朗普据悉拒绝7天方案，霍尔木兹重开再生变

$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