Orbit: Crypto Community Feed

This wave of CORE's wick pullback looks like a shakeout, but in reality, it's the most tormenting market. It was hammered down to 0.02241 intraday and quickly recovered, with a single-day surge of 10.54% and a 7-day increase of 36%. Many people have started fantasizing about directly hitting the target price. But the reality is harsh: Around 0.025 is a big mountain, full of trapped positions held for more than half a year. This rebound relies on narrative sentiment, not a fundamental breakout. If the market shakes a bit, CORE's drop will be much fiercer than the mainstream, with thin liquidity causing sudden wicks, and high leverage trades can wipe out all previous profits in one shot. Don't assume a bull market has started just because of one big bullish candle. Only if it breaks through resistance does the market have a chance; if it can't, the current rebound is just an opportunity to reduce positions for trapped holders and to trap those chasing highs. Short-term trading is possible, but don't mistake the rebound for a reversal. This market is easiest to make small profits but lose big positions. #CORE

What just happened with $BTC? Why did it suddenly crash? Is it because of some negative news? Bitcoin and a series of other major currencies dropped sharply in just 15 minutes with a big bearish candle. I thought I was finally going to break even, but then it stabilized again. Damn, this market is so hard to endure. Could it really be the start of a bull run? I remember the last time a bull run came in the previous cycle, many people were doubting and shorting. It feels very similar to the current situation

After SanDisk was included in the S&P 100, the passive buying brought by index funds was just an appetizer. The market now faces a tougher question: how much real profit can AI demand bring to NAND? AI servers certainly require massive storage, but "AI needs storage" does not mean all storage products will enjoy the same boom. Training, inference, hot data, and cold data have completely different requirements for speed, durability, and cost. The shortage of HBM cannot be directly translated into a NAND super cycle; ultimately, it depends on enterprise SSD shipments, contract prices, inventory changes, and capital expenditure discipline. In the past few days, the market traded on identity upgrades; going forward, it will trade on profit quality. Index inclusion can change shareholder structure but cannot permanently protect a company's gross margin. I am not pessimistic about the long-term demand for AI storage; rather, I worry that the narrative is moving too fast: if prices fail to recover as expected in just one quarter, "AI beneficiary stocks" could instantly be re-labeled as "cyclical stocks." The crown is already on, and performance must follow. #闪迪纳入标普100，焦点转向AI需求

$BTC plunged in the evening, with leveraged longs facing a "chain liquidation"! BTC sharply dropped from the high of 87,283 to 83,535, down 3.20% in 24h, currently at 83,826. In the past 24h, over $550 million in liquidations occurred across the network, with $415 million from long positions, and more than 130,000 people liquidated. A chain reaction is happening: ① Breaking below the key 85,000 level triggered programmed stop-losses; ② Long contracts were forcibly liquidated, instantly amplifying sell pressure; ③ ETH fell below 2,650, with major altcoins simultaneously dropping; ④ Liquidity vacuum caused rebounds to be suppressed by liquidation pressure; ⑤ Sentiment shifted from "extreme greed" to panic, with insufficient spot buying support. This is not an ordinary correction; it’s a leveraged stampede. With high interest rate expectations and rising risk aversion, contract-driven markets rise fast but also fall faster and harder.

🚨 Evening of September 23｜The Federal Reserve cools down BTC again 🔴 Latest statement from Richmond Fed President Barkin: The U.S. economy remains resilient, inflation pressure is not just from energy and tariffs, strong consumer demand is still pushing prices higher. He supports the current interest rate level of 3.75%–4.00% and believes inflation risks remain high. 📉 What this means for BTC: High interest rates persist longer → liquidity under pressure → risk assets face stress But bulls remain confident: 🟢 BTC ETFs have seen continuous large inflows recently 🟢 BTC is still strongly trading near $86,000 🎯 Next to watch: Whether ETF funds can continue to flow in + whether BTC can hold $85,000. In short: Funds are pushing BTC upward, but the Fed is stepping on the market’s brakes. #BTC冲高$87000，加密总市值重返3万亿 #美伊3小时会谈释放积极信号？ #财报观察员：好市多Q4财报即将公布

Altcoin season is here, and my account turned red first. Woke up to another loss, this pullback cost me 20,000 U. People in the group are still shouting altcoin season, while I stare blankly at four codes that only go up and never down. What others think: $PONS $BEAT $LAB $RIVER are all rising, this is a bull market. What I see: The ones going up aren’t in my positions, only the ones going down are. Outsiders looking at this market probably think everyone in crypto is making easy money. But the first thing I do when I wake up these days is calculate how much I lost again, not count money. Whether to close positions or hold on, this question itself reveals the problem. Those who are truly making money don’t ask. I’m like a guaranteed minimum support client, still holding through the bull market. #BTC冲高$87000，加密总市值重返3万亿 $PONS $BEAT

$UNI This time it really has something, another round of good news A few days ago, UNI was still hovering just above $6, and in the blink of an eye, it touched $9. Whenever old DeFi is mentioned, some people always complain that it doesn’t move for a long time; but once UNI starts to rise, everyone begins to grumble: looking at it now, is it too late? Just at this moment, CME announced plans to launch UNI futures on October 19, subject to regulatory approval. I think this news carries some weight. CME hasn’t come to sweep up UNI spot, but its willingness to include UNI in its futures product line is enough to make many people revisit this old name. UNI being talked about recently isn’t just because of one big bullish candle. Last week, the US SEC opened a temporary, conditional window for on-chain stock trading that meets certain criteria, mentioning permissioned AMM liquidity pools; Uniswap v4 also launched permissioned pools earlier. Don’t spread it as “SEC approved UNI for stock trading,” that’s an exaggeration. But as new on-chain trading methods advance, Uniswap indeed has something to talk about. I remain somewhat optimistic about UNI during this period. It has already risen quite a bit, and it’s normal to see pullbacks and shakeouts of those chasing highs. But after being cold for so long, now that the price is moving and new news is coming in, I’m not eager to prematurely label it as "done rising." If old DeFi is really about to perform, UNI is unlikely to stay sitting quietly in the corner. #CME拟推BCH与UNI期货

What is everyone's biggest wish when entering the crypto world? I think most people are probably like me, which is to break even. Even Big Brother Maji, who just made $11 million a couple of days ago, is no exception. Don't be fooled that Big Brother only went long on $ETH, $BTC, and $HYPE and made $11 million in pure profit, but for Big Brother, that's not called profit, it's called recovering losses, because he still needs $24 million to break even. 😂

🚨 September 23｜ZEC institutional capital narrative continues to heat up 🔥 New catalysts for ZEC! 🟢 US ZCSH ETF continues to attract funds, with assets nearing $917 million 🟢 Europe’s 21Shares launches Zcash physically-backed ETP 🟢 ZEC institutional investment access expands from the US further into Europe 📈 Market signals: With US ETF + European ETP dual channels emerging, the institutional capital story for ZEC is accelerating. ⚠️ But note: ZEC’s recent gains have been very large, representing a high-volatility market; after concentrated positive releases, sharp fluctuations are likely. In short: ZEC is now driven not just by the privacy narrative, but by the triple logic of “ETF + ETP + institutional capital access.” #美联储官员密集发声，加息还要持续多久？ #纳斯达克指数连续两日创历史新高 #BTC冲高$87000，加密总市值重返3万亿