ale-guo

非农爆冷，BTC 先冲到 8.7 万，把空头爆掉 1.2 亿；几个小时后砸回 8.4 万以下，一小时内又清算 1.86 亿，99% 是多头。
一天里两头挨打，这是我觉得最有意思的地方。消息面明明是利好，真正定价的却是杠杆——仓位一拥挤，好消息也只能让行情多撑一会儿。
8.7 万上方站不稳，这个月已经是第二次了。

🚨 A month is gone—$760 million wiped out. September became hackers’ harvest season

The monthly report that CertiK released yesterday is a bit heartbreaking. In September, the crypto industry lost a total of $766 million to hacks and phishing—3.5 times August’s figure—and it turned out to be the worst month of 2026. Ninety-two percent came from two major cases: Bitget was stolen for $387 million, and Liquid’s sidechain was drained of 40,000 BTC. What’s interesting is that the coin prices didn’t really react. As of September 30, BTC was still hovering around the 84,000 mark. Hackers rarely crash the market—they’re going after your trust in your wallet. Cold wallets should be taken out and wiped clean of dust.

#加密货币 #交易所安全 #CertiK

🚨 Red September is here—BTC is up 7.33% this month, the strongest September in 13 years, and it’s just about the close today.
In the past, September was a curse—six straight years going green in a row. Everyone would run as soon as September arrived.
This year it’s the opposite. At the start of the month it was 78,000. Mid-month, the Clarity Act didn’t pass, and with the Fed hiking rates and all, it was smashed down to 75,000—everyone was shouting.
In the ETF, $3 billion flowed in over seven days; shorts blew up for $800 million, driving it up to 87,354.
Then it dropped back to 83,600 and got stuck right on the record line.
#比特币 #BTC #Red September

😅 Exchange hacked for 387 million, the market didn’t even bat an eye

Bitget’s hot wallet was taken down late on the 24th. The initial report was 350 million, but as it was dug further, it turned out to be 387 million. BTC, ETH, XRP, and USDT were all moved out. The blame was pinned on North Korea’s Lazarus—these folks have already stolen more than $1 billion this year, and it’s still ongoing. The most “wild” part is that BGB is down less than 5%, while the broader market is up about 10% over the week—so altcoins are still rising when they should. The attacker dumped 19.7 million U in just 6 minutes to get 7,111 ETH, accepting a 5% premium. What they fear is getting funds frozen.

#Bitget #BTC #North Korean hackers

🚨SEC loosens control over functional tokens
SEC’s company finance division issued an FAQ on the 25th: once the token system is up and running, continuing maintenance and upgrades are not considered an investment contract.
Staking certificates are also loosened; if the underlying asset is not a security, it can be recognized as a digital instrument.
The market reaction was very direct: QNT surged 39%, ONDO rose 32%, NEAR climbed 17%, the altcoin season index hit 56, and it reached a three-month high.
BTC is still stuck at 84,000, and even six straight days of ETF buying can’t move it.
The staff’s interpretation has no legal effect— the direction is already set.
#SEC #山寨季 #cryptocurrency

🚨87,000 just hit a new high, knocked back to 84,000 in one swing
On Wednesday, BTC surged to 87,265, the highest in 8 months, and the group chat is still shouting “100,000.” After the PMI came out, the 10-year US Treasury yield broke 5%, the highest since 2007. The 5-year Treasury auction was even worse: the bid-to-cover ratio was the lowest since December 2018. Within one hour of the announcement, a liquidation of 136 million yuan was reported—an all-bull liquidation. In the past 24 hours, 122,000 traders were liquidated, totaling $510 million. Fed Chair Powell still plans to keep tightening; spot buyers are just having to carry it themselves.
#比特币 #BTC #cryptocurrency

🫣 Privacy coin ETFs are grinding Ethereum ETFs into the ground

A spot Zcash ETF has only been live for four weeks. In the past week, net inflows reached $98.2 million, ranking first among 14 crypto products. It has raised $271 million in total, with assets under management up 40.5% week-over-week to $914 million.

During the same period, Ethereum ETFs were the only ones to see outflows, losing $140 million in a week. Bitcoin ETFs had net inflows of only $6.2 million for the entire week—its lowest point in 141 weeks.

Privacy coins are now firmly the “number three” counterfeit—ETF-wise. Only XRP and Solana are ahead. If you hold ZEC, you walk like the wind is at your back.

#Zcash #ZEC #ETF

🤯 The Fed just raised rates, and BTC immediately surged 6.5% in the opposite direction to smash through 81,000

The rate hike just closed, and Bitcoin flipped and slapped right back. On Friday night, it ripped from 76,000 to 81.4万, up over 6.5%. Ethereum surged to 2,646, while SOL and HYPE jumped over 11%. 110,000 traders were liquidated, and the shorts were carried away again. Overnight, the CFTC delivered its regulatory framework to the White House. The SEC also gave tokenized stocks a five-year green light, and ETF inflows returned too. BTC is still down more than 7 points for the year—so for now, let’s treat this move as a rebound.

#比特币 #BTC #Crypto

🚨 The Clear Act is failing, and the government’s 328,000 BTC is locked up

On September 15, the Senate killed the Clear Act 49–50, and BTC fell below 75,000 that day. The next day, two House committees reversed course and pushed forward the Bitcoin Reserve Act. The core issue is simple: the government’s 328,000 BTC previously wasn’t sold due to an executive order—under a new president, the decision could be overturned. Now it’s being written into law: locked for 20 years, with no selling, no swapping, and no pledging. These coins account for 1.5% of the circulating supply—after this, no one can just dump them at will.

#比特币 #加密监管 #BinanceSquare

🦅 The Fed’s first rate hike in three years—and Bitcoin actually closed down in the green

25 basis points, the rate raised to 3.75%-4%, and all 12 votes passed unanimously. As soon as the news broke, Bitcoin plunged straight to 75,007, triggering $771 million in liquidations.

I thought it was going to crash, but instead it climbed back above 76,000; the daily chart ended up 0.62%. On the same day, the U.S. dollar index rose 0.64%, the Dow fell 1.21%, and gold also dropped—only Bitcoin held its ground.

In the dot plot, 16 of 18 officials still want to raise rates again—let’s see on October 27.

#BTC #美联储加息 #BinanceSquare

Clarity Act fails to clear the level, and the crypto world was hit with a blow that night 💥

After waiting more than a year for the crypto bill, the Senate vote was 49 to 50—still a long way from the 60-vote threshold. Lummis’ line, “It’s all over,” was bluntly clear.

BTC plunged all the way to 749,000, ETH fell more than 8%. In the hour before the vote, over $300 million in long positions were liquidated, and in 24 hours, 115,000 traders were wiped out in liquidations. Coinbase dropped 10%, and Circle slid 13%.

Regulatory vacuum dragged on for another year. The day after tomorrow, early in the morning, there will be a policy meeting—92% odds of a rate hike.

#比特币 #ClarityAct #cryptocurrency

🔥 CPI hits hard—by September, the rate-hike probability has surged to 90%!

August CPI again came in hotter than expected. The core month-over-month rose 0.3%, directly slapping market expectations. Overnight, traders pushed the rate-hike odds from 70% to 90%. BTC is holding up though—after dipping to 76,000 it was bought back, and it’s now hovering around 78,000. XRP is up 8%, SOL is up 3%. The only pain is that in the past 24 hours, 80,000 people were liquidated—ouch.

FOMC tomorrow just after midnight is a make-or-break moment. Above 82,000, $1.95 billion in short positions are waiting to get liquidated. If 76,000 breaks, leveraged longs will be swept away. Volatility is squeezed to the limit—don’t go all-in tonight. Getting hit on both sides isn’t worth it.

#BTC #美联储 #CPI

Hasn’t sold anymore—AI safety is more “in demand” than making money?🚨

OpenAI pushes its IPO to 2027. Altman’s exact words: not this year—the priority is safety over profit. He also tossed out that within the next decade, there’s a 10% risk of human extinction, which isn’t small. Meanwhile, BTC broke through 77,000 yuan on Sunday, so this blame is being pinned on him for now.

But chip orders haven’t dropped, and the earnings report hasn’t blown up—AI fundamentals remain solid. This move looks more like an emotion-driven market session before tech stocks open on Monday. The real “risk” is still the Fed: the probability of further rate hikes has soared to 86.5%. Tomorrow night’s FOMC meeting is the main battlefield.

#比特币 #加密市场 #OpenAI

🔥 Bitcoin’s total network has just hit a new all-time high in hash rate at 135.57 EH/s

Miners are casting their votes with real money—pushing the 7-day average hash rate higher. The whole “AI of miners running away, hash rate plunges 21%” drama from before has been completely reversed. As for the coin price, though, it’s still stuck in the 77,000 area, grinding back and forth.

Trading volume shrank over the weekend to a frightening degree: Coinbase transactions fell by more than 70%. The Fear & Greed Index is still stubbornly sitting above 60. The volume-price divergence is more distorted than we’ve seen in a year. Once next week’s FOMC decision lands, after this long sideways consolidation, the market really should choose a direction.

#比特币 #BTC #hashrate new high

BTC is stuck again at 77,000, bouncing back and forth 4,000 dollars a day and going nowhere 😮💩

U.S. Treasury yields have surged to 4.97%, almost hitting 5%. Next week, the Federal Reserve will most likely raise rates by 25 bps, and the market is pricing in it at nearly a 90% likelihood. The crypto market is getting drained directly—over the past three days, spot ETF net outflows totaled $449 million. Before institutions meet, they’re cutting positions to protect themselves.

One detail is particularly intriguing: Freddie Mac and Fannie Mae have been asked to prepare for including crypto in the recognition of mortgage-asset eligibility. Bitcoin is gradually shifting from a speculative asset toward something that can be used as collateral—a slow move, but the ceiling is changing. In the short term, 75,700 is the line between life and death. Hold it and you can still play; if it breaks below 71,800, it’ll all come down to luck.
#比特币 #美联储 #加密市场

Crosstalk performer He Yunwei has been reported to have given a blessing video to “Tu Dog Coin” by saying “Kill and zero the dog,” and also wished it would get better and better. Everyone knows what’s in Tu Dog Coin—zeroing risk is off the charts. Even more astonishing is that on September 30, new online financial product marketing regulations will come into effect, which prohibit providing marketing services to virtual currencies. The timing is too suspicious. As of now, the agent hasn’t responded—whether he’s openly backing it or being impersonated, it’s hard to say. It’s fine to perform stand-up, but you can’t cross red lines. #比特币 #加密货币 #Tu Dog Coin

The US dollar bills gain strength; a $6 billion buyback backfires—BTC gets smashed to 78,000

Today, the Ministry of Finance reportedly used $6 billion to repurchase government bonds to try to push down yields, but the market simply didn’t buy it. Yields didn’t fall—in fact, they rose. The 10-year yield jumped straight to 4.84%. Bitcoin (that “BTC bro”) was dragged down with it, briefly dropping below 78,000. The last time in August, the buyback was able to lift sentiment for a round. This time, with the scale tripled, it was instead treated as empty bluster. Traders were waiting for $8 billion or $10 billion—none of it materialized. As Druckenmiller once said, the government fighting against the market hasn’t won. Gold is stuck around 4407, watching the drama unfold; it’s just that BTC is getting beaten—so heartbreaking.

Before 2 a.m. tonight, if these $6 billion are fully spent and yields are still climbing, the good show will be just getting started.

#比特币 #宏观 #Crypto Daily Report

Liquid was torn open with a huge hole—almost 4,000 BTC are gone

Over the weekend, the Liquid network was breached; 4,000 BTC—about $320 million—were basically wiped out. This is roughly 95% of their household savings. They claim it was a white-hat hacker, specifically naming Blockstream and demanding they patch the issue. After the patch was applied, they did manage to return 85%, with 3,400 BTC taken into safekeeping. The remaining 598 BTC is still being held by the other party, and the bridge has been frozen.

Now the most panicked thing is L-BTC. It relies on a 1:1 peg to Bitcoin to make a living. If the hole can’t be patched, it will have to break the peg. This is another domino effect of Bitcoin L2s: just as Bitcoin L2s keep exploding, Coldcard has barely finished blowing up, Liquid exploded too—security is really paper-thin.

#比特币 #Liquid #安全漏洞

BTC falls below 79,000, but this group of giant whales is loving it 💰

In the short term, these whales are sitting on unrealized gains of up to $9.07 billion, the highest record since 2016. Honestly, that number makes me jealous—people can just hold still and earn while lying down.

The price has been sliding steadily from above 80,000, and the 79,000 level has already been broken. Right now, it all comes down to whether the support band around 76,600–77,000 can hold. The good news is that the cost benchmark is still near 71,000—there’s cushion below.

On one side, unrealized gains hit an all-time high; on the other, there’s the pressure of the pullback. For the short term, market sentiment is definitely a bit tangled. Don’t rush to chase—let support do the talking first.

#比特币 #BTC # cryptocurrency

🕰️ 600 bitcoins dormant for 16 years have woken up

The block reward mined in March 2010 sat untouched for a full 16 years, and this week it suddenly moved. 600 coins, worth nearly $50 million.

On-chain analysis has not yet found a direct link to Satoshi himself, but who wouldn’t be watching such ancient chips? The market’s first reaction is the same old question — is this being sent to sell?

BTC is still grinding around the 80,000 mark, and September has always been a tricky month historically. When an old whale comes out for a walk at this time, it’s normal for bulls to feel a chill behind their backs.

Look at it another way: someone able to hold for 16 years without moving is probably not counting on those 600 coins to make a living.

#比特币 #BTC #On-chain data