超人不会飞2020

It has been nearly a year of regular live streams. Going forward, I won’t be streaming on a fixed schedule anymore. Thanks to my friends who have supported me the whole time.

Swipe Alpha / Look at the Dog-Breaking Before You Start:
If you’re already trading with a Binance wallet, not binding an invitation code means you’re paying extra fees.

After binding:
- Your wallet transaction fees are cut significantly (up to 30% currently)
- Alpha, new coins, and on-chain transactions all use the same system
- Takes just 10 seconds; it won’t affect your existing account

Manually enter the invitation code: SSSYYY
Path: In the Binance app, tap “Wallet” at the top-right → “Invite Friends” → “Enter invitation code: SSSYYY”

Note 3 small things:
1. If you’ve bound someone else’s code, you usually can’t change it again—check first whether you have an inviter
2. Binding doesn’t mean you’ll automatically make money; it only helps you pay less
3. Before going offline every day, I’ll demonstrate it in my livestream—if you don’t get it, just watch the livestream

This isn’t project promotion; it’s my own way of saving on fees that I use.

What the hell?

If AI comes out and SI is out, then it should drop into 💩, right? I’m down more than $8,000—$AI has dropped to half, and it looks like it can’t stop falling, so I have to rotate into $PONS.

The hero keeps doing a 100U定投 into $BTC , Day 48. Buy price: $83,754.01, buy quantity: 0.00119

10.1 Morning Quick Report丨📝

Happy National Day, friends🎉

$BTC is currently around 83,700. After last night’s PCE data came out and it shot straight up to 85,650, unfortunately the move only lasted for about 4 hours—everything was quickly given back. In the Asian session, price has been ranging roughly between 83,500–84,500; $ETH 2680.

The good news only pushed the price with a single spike—don’t treat it as a valid breakout.

News: Williams said there could be another rate hike this year, but no need to rush. The U.S. plans to release 40 million barrels of SPR to rein in prices. The U.S.-Iran negotiations are still stuck; Iran and other parties continue to respond to the U.S.’s Hormuz proposal. In China: starting Oct 1, mortgage interest subsidies begin; PSL is cut by 25bp.

August PCE came in below expectations: headline 3.4% (vs. 3.7% expected), core 3.0% (vs. 3.3% expected). The probability of a rate hike in October dropped immediately from 70% to 35%. Goldman Sachs pushed its rate-hike expectations back to December. Short-end yields fell, but long-dated Treasuries remained resilient—oil didn’t drop much. The Strait agreement still hasn’t been finalized.

Market: Shorts got squeezed hard, but longs couldn’t hold their profits either. 85,600 is the strong resistance in this move. Support: if 83,000 breaks, then look for 81,000. Liquidity is thin during the National Day holiday—when facing this kind of spike-and-reversal action, don’t blindly chase trades.

⚠️This is only a market recap and does not constitute investment advice.

On day 47 of the dollar-cost averaging plan $BTC : purchase price $84420.17, purchase quantity: 0.00118.

September 30, Binance Alpha 30-day new token trading competition

DGAI, current price 0.9512, about 9.4 million in 24-hour volume, down 6 points, FDV 950 million. Limit orders成交led 1.03 billion in one day yesterday; today so far成交led 21.83 million.

XDP, 24-hour volume 204 million, up 6.5%, current price 0.0233, FDV 230 million. 7 days left in the trading competition.

4Stock, current price 0.00862, 24-hour volume 1.53 million, down nearly 10 points, FDV 8.62 million.

CNPY 0.3334, volume 21.6 million, down 7.7%, FDV 186 million.

GSTOCK, down -18.63%, current price 0.0199, volume 4.49 million, FDV 19.64 million.

TAC has a contract, current price 0.00153, slightly up 1.26%, volume 1.05 million, FDV 15.51 million.

BREW down 17%, 0.00791, volume 1.2 million, FDV 7.91 million.

APM 0.00413, volume nearly 5 million, slightly down 2.8%, FDV 41.32 million.

FLORK, up +16.58%, current price 0.00715, volume 0.55 million, FDV 7.15 million, 2 days left.

CP only traded 76,000 in 24 hours, up slightly 0.56%, current price 0.0128, FDV 64.24 million.

NES 0.1630, volume 360,000, FDV 167 million.

Scan #ALPHA / Before punching in, take a look to see whether there is a linked wallet invitation code. After binding the code, the wallet trading fee can be reduced by 30% directly.
- Alpha, new coins, and on-chain trading go through the same system
- Takes just 10 seconds; it won’t affect your existing account
Manually enter the invitation code: SSSYYY
Path: Binance App → top-right “Wallet” → “Invite Friends” → “Enter invitation code: SSSYYY”

9.30 Morning News Update｜📝

BTC around 83,600; Tuesday low 82,800; ETH 2,680. The rally from that 80,000+ move has basically been given back; for now, it’s ranging around 83,000.

Macro: Williams said another rate hike could be in the cards later this year, but it’s not urgent. U.S.-Iran talks are at a stalemate. The U.S. plans to release 40 million barrels of SPR to pressure oil prices. Gold plunged nearly 4% on Monday. The 10-year Treasury yield spiked to 5.27%, then pulled back on Tuesday following the remarks.

Tonight 20:30 PCE: If the data is hot, rate-hike expectations strengthen; if it cools, the market may have a chance to break and hold above 84,000. There’s no substantive agreement between the U.S. and Iran yet, so the geopolitical premium remains.

ETFs continue to see net inflows, but interest rates are weighing on the price action. 83,000 is a key support; if it breaks, watch for 81,000. Don’t go heavy on positions until after the PCE prints.

BTC DCA day 46, purchase price: $84134.36, purchase amount: 0.00118.

September 29, Binance Alpha 30-day new token trading competition

DGAI, price 1.01, 24h volume $18.3 million, up +0.14%, FDV $1.01 billion, 17 days remaining.

XDP, price 0.0218, 24h volume 78.75 million, directly surged +29.69%, FDV $218 million, 29 days remaining.

CNPY, price 0.3616, 24h volume 22.65 million, down 10.74%, FDV $203 million, 8 days remaining.

4Stock 0.00968, volume 1.76 million, -12.51%, FDV only $9.68 million, 10 days remaining.

GSTOCK 0.0239, volume 3.10 million, slight rise +2.28%, FDV $23.64 million, 26 days remaining.

BREW is the ugliest today. 0.00924, volume 2.17 million, dumped -25.69%, FDV $9.24 million, 26 days.

TAC (contract target) 0.00151, volume 1.06 million, -1.64%, FDV $15.33 million, 5 days remaining.

FLORK 0.00619, volume 735k, -8.86%, FDV $6.19 million, 3 days remaining.

APM 0.00425, volume 2.83 million, -7.89%, FDV $42.50 million, 18 days remaining.

CP 0.0128, volume just over 120k, -3.34%, FDV $64.00 million, 5 days remaining.

NES 0.1647, volume 360k, almost flat +0.18%, FDV $170 million, 11 days remaining.

For those opening a Binance wallet new, enter the invitation code SSSYYY.

Continuing to invest in BTC this afternoon, Day 45

Today bought $BTC price: 83304.81, purchase amount: 0.0012

September 28: Binance Alpha 30-day new token trading competition

DGAI current price is 1.01, with 24H trading volume of 18.56M, down 0.31%. FDV is 1.01B, with 18 days remaining.

CNPY price is 0.4059, down 5.88%. FDV is 227M, with 9 days remaining.

4Stock is 0.0110, 24H volume of 1.26M, a slight drop of 0.73%. FDV is 10.97M, with 11 days remaining.

APM is 0.00457, volume of 3.83M, down 7.21%. FDV is 45.74M, with 19 days remaining.

FLORK is 0.00679, volume of 310K, down 5.3%. FDV is 6.79M, with 4 days remaining.

TAC is 0.00154, volume of 620K, down 4.47%. FDV is 15.6M, with 6 days remaining.

GSTOCK is 0.0236, volume of 2.37M, down 5.65%. FDV is 23.26M, with 27 days remaining.

BREW is 0.0122, volume of 1.46M, down 6.71%. FDV is 12.17M, with 27 days remaining.

NES is 0.1641, volume of 700K, down 1.87%. FDV is 169M, with 12 days remaining.

CP is 0.0132, only 70K in volume, down 1.69%. FDV is 66M, with 6 days remaining.

Before you trade Alpha, take a look:
If you’re already trading with a Binance Wallet, not binding a referral code means you’re paying more fees.
After binding:
- Wallet trading fees are reduced right away (up to 30% currently)
- Alpha, new tokens, and on-chain trades all use the same setup
- It takes just 10 seconds and won’t affect your existing account
Manual input of referral code: SSSYYY
Path: In the Binance App (top-right) “Wallet” → “Invite Friends” → “Enter referral code: SSSYYY”

Until now, I still think allocating a large position to BTC is the most稳妥 option. However, currently BTC isn’t dropping. As a leveraged version of Bitcoin, MicroStrategy should still have about 4x room to grow. If Bitcoin sets a new all-time high, MicroStrategy will have even greater potential.

If you want to be cautious, besides BTC there’s also the platform token BNB—both are good choices.

Also, for the U.S. stock market, I currently think these are relatively good: MicroStrategy, COIN, HOOD, CRCL

Superman 100U DCA $BTC Day 44 purchase price: $84936
Purchase quantity: 0.00117

The “big pancake” missed this wave and I’m not in the mood to go live or interact anymore—I just want to lie flat!

The Superhero’s main source of income is the big pancake. If it can’t get on this round of the train, it’s basically like there will be no income for the next few years. Just thinking about it is terrifying!

So I’m also constantly looking in the primary market for a suitable target. I’m going small for pure gambling, and going big to bet on 10x returns～

In my shallow understanding, the upside from BTC dropping and then rising again is at most about 3.x times. And in the next round, I guess it’ll only be about double. The later it gets, the worse the cost-effectiveness.

Please let me put it this way about the big pancake: In bygone days, the swallows before the noble halls of kings and ministers could fly into ordinary households. But later on, it no longer belongs to someone like me— a small commoner who can play with it anymore! It’s only suitable for those big funds that can double.

These days I’ve also been setting up positions in US stocks, constantly comparing how to build the position so that we can make the most of those few “crumbs”—together we’ll push! 👏 Keep at it, young one

Today, continuing the DCA: $BTC at price: $84187.88, quantity: 0.00118

Day 42 of DCA into BTC with Super 100U ✅

Today’s BTC purchase price: $84430.04
Purchase amount: 0.00118

Happy Mid-Autumn Festival🎑 I have some things to take care of these days, so I’ll pause streaming for a bit～

9.25 Morning Quick Report📝

BTC is currently around 84,400. On Monday and Tuesday it surged to test 87,400; on Wednesday, after the PMI data came out, it was immediately dumped, breaking 85,000. On Thursday it bottomed at 82,800, with the Asian session pulling back slightly. ETH is around 2,680. The rally around 87,000 couldn’t hold. This round of short-covering has basically already run a good part of its course.

Macro: The 5-year U.S. Treasury yield has broken above 5% for the first time since 2007. The White House directly debunked the news, saying the diesel export ban story is false. TSMC’s contract manufacturing quotes have been raised again by 3%-6%. In the U.S., September services and manufacturing PMIs both hit multi-year highs. Costs are moving up alongside oil prices. Official Bahl commented that the risk of inflation meeting targets is rising, and further rate hikes are not ruled out. The U.S. dollar is above 101; the 10-year Treasury closed at 5.12%.

On Thursday, U.S. stocks had three straight sessions of decline for the Dow. During the day, news circulated that the U.S. and Iran are discussing a phased ceasefire. The idea is to reopen the strait in exchange for lifting the blockade. Stocks rebounded from the lows on the back of the news, but Treasury yields didn’t ease. The 10-year Treasury yield touched 5.15 and the 30-year reached 5.45. Market pricing suggests the probability of another rate hike in October is close to 70%. Oil prices also show resilience. Another incident occurred in the strait where ships were attacked; Iran’s conditions haven’t changed. Brent holds above 106, while WTI is back to 95. There is talk of negotiations, but no agreement has been reached yet.

Crypto: Interest rates and oil are both rising, putting initial pressure on risk assets. The clear bill still hasn’t passed—don’t expect regulators to provide positive news to rescue the market. The rally on Monday was essentially premium unwinding plus short liquidations, not the start of a new uptrend.

Above 84,500 is the pressure level after this pullback. Once that breaks, watch 83,000 and then 81,000 on the downside. If oil keeps rising and Treasury yields don’t fall back, Monday’s market won’t look very good. Don’t max out your position all at once on Friday.

The above is only a recap of the market action and does not constitute any investment advice.

Night Session Review｜Where Did We Go Wrong Today, and What to Watch Tomorrow

Where We Tripped Up: I previously thought 83,500 was a level that absolutely had to be defended as rebound support. But in the afternoon, price directly dipped to 82,874. That meant the short-term long positions shouldn’t have been stubbornly held. Later, I also predicted it would move to 81,000, but the market didn’t deliver. If you chased shorts, this pullback during the night session would be very likely to sweep your stop-loss.

What We Got Right: I didn’t chase longs when 87,283 attempted a second spike. I kept treating the 84,000–86,000 zone as resistance throughout, and I didn’t mistakenly assume this rebound was the start of a brand-new uptrend.

Market Data: Current price 84,494. Past 24-hour range: 82,874–84,944. The daily candle is slightly up 0.58%.
1-hour Moving Averages: MA5 at 83,871, MA10 at 83,889, MA20 at 84,089. During the night session, price has moved back above these three MAs. But this is just short-covering after the drop from 82,874. Trading volume is average, and the market structure is completely different from the earlier move that surged toward 87,000.

Tomorrow, focus on two things:

1. Whether BTC can hold steady above 83,870 and then break 85,000. Until it breaks, a rebound up to 84,944–85,000 is enough to reduce positions.

2. Whether spot markets have new money coming in to take over. Without incremental buy orders, anything above 84,500 should only be considered a repair move—don’t add to positions.

Remember today’s key levels: intraday low 82,874, and intraday high 84,944.
Where exactly was your biggest loss point today? $BTC

Day 41 of building a position in BTC with 100U ✅

Today $BTC purchase price: 83,242.01
Purchase amount: 0.0012

Today on-chain meme coins are dropping hard, so there’s no new fake/backup position opened for now.
My thoughts 🤔:
1. $PEPE —its current market cap is 1.767 billion. The low point returned to 1 billion in July. At the end of 2024, when Trump took office, the market cap surged past 10 billion. If you built the position in July, it would be exactly 10x from the high point.

2. The main position is still reserved for BTC. If it drops further, consider rotating some into PEPE to chase a potential 10x profit 💰

3. In the previous round, I went all-in on BTC and didn’t build any meme/alt positions. It was steady, but the upside was also capped pretty low. This round, I can make a small adjustment.

Liquidity｜The ETF is still being bought, but the market has already smashed through 83,500. Two things need to be looked at separately

Spot: In the past couple of days, the BTC spot ETF has still seen large net inflows, with IBIT and FBTC leading the way. The medium-term buying is still there, so the 7-day performance remains +8.23%, and it hasn’t turned directly bad.

Derivatives: The segment around 87,283 was a squeeze that pulled the price up. After coming down from the highs on the 1-hour chart, it moved sideways around 84,000 for half a day. In the evening, another red candle drove it down to 82,874. Current price is 83,098. MA5 is 83,873 / MA10 is 84,013 / MA20 is 84,175—all are overhead. In the short term, this is leverage liquidation, not a sudden disappearance of spot.

On-chain: Over the last 7 days, realized net profit is about $5.1 billion. At the highs, people are cashing out, so a sharp pullback comes as no surprise.

Conclusion: ETFs can explain why the core trading range didn’t collapse straight down to a lower level; they can’t explain why 83,500 couldn’t be held. Treat the short term as a breakdown.

Strategy: For the medium term, still view things through the lens of inflows—don’t chase shorts right at around 83,000.
For the short term, you absolutely can’t chase above 87,000 either. Consider the rebound zone of 84,000–86,000 as an area to reduce positions first.

Next level to watch is 81,000. If it can’t reclaim the 83,870 moving average, then regard it as a weak repair.

$BTC

Midday Watch｜$ETH holds the 2,680 moving-average line; first see who breaks through

$BTC: Around 84,150, still trapped in the 83,500–86,000 range box, with a downward moving average pressing overhead. As for the special congressional meeting, there’s been no clear official stance yet—both bulls and bears are waiting.
$ETH : Current price 2,675, 24h range 2,635–2,788. The spike-and-retrace follows the same framework as BTC; volume got hit hard on those bearish candles during the drop. MA5 2,680 / MA10 2,679 / MA20 2,691—price is staying below the 5-day line, and 2,700 hasn’t been reclaimed.
$SOL: No standalone breakout with volume; it just follows Big Pie (BTC). Don’t chase.

Trigger conditions:

- $ETH reclaims 2,691–2,700 and holds, then rebound targets 2,725; BTC should simultaneously stand above 85,800 for the day to lean bullish.
- $ETH breaks below 2,635; retest is lower—don’t pick it up mid-way. If BTC breaks below 83,500, altcoins should stop first.
- Right now this is a weak rebound, not the second wave. Without volume breaking through the moving averages, reduce positions during the range; don’t add on a trend.

For those with multiple positions, pull back to a number and see whether leverage is still piling up around here.