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Co-founder Chris Burniske stated that long-term investors should not repeatedly struggle with entering or exiting the market, but should systematically accumulate tokens over time, and not confuse long-term investing with short-term trading. He suggested using his most successful investment targets as a reference, calculating target holdings based on the total supply of network tokens.He gave an example that the total supply of ETH is about 120 million tokens. If one previously held 10 ETH, based on the network holding ratio, the total supply of SOL is about 636 million tokens, corresponding to about 53 tokens; the total supply of TIA is about 1.16 billion tokens, corresponding to about 97 tokens. If one wishes for the TIA network share to reach 10 times the original ETH holding share, approximately 970 TIA would be needed. For ZEC, since its supply is similar to BTC, the ideal BTC holding quantity can be used as a reference for accumulation targets.Regarding the current market, he noted that many crypto assets have fallen 20% to over 40% from their highs, while BTC has dropped less than 10%. He is more inclined to believe that BTC's previous relative resilience has led to significant adjustments in assets with lower risk appetite, making the current situation more like an opportunity in the early stages of a bull market rather than a warning signal of a bull market trap. He also reminded that one should consider the possibility of further price declines, suggesting to invest remaining cash in batches and determine the investment ratio based on the probability of local bottoms at different price levels; even if some preset price levels are not reached and cash remains, it can still be acceptable.

Goldman Sachs, Wells Fargo, and Morgan Stanley stated in their third-quarter earnings call that they view tokenization as a business growth opportunity, but none provided related revenue expectations. Goldman Sachs is exploring the expansion of DTCC's tokenization services; Wells Fargo has used tokenized deposits to process cross-border payments, with funds reaching the recipient's account within two minutes, and is exploring tokenized securities, RWA, and crypto trading services for wealth management clients; Morgan Stanley stated that tokenization can accelerate and simplify asset transfers, but clients still need investment advice.

Mark Newton, an analyst at Tom Lee's fund, stated in an interview that he expects global stock markets to consolidate in the short term before experiencing a stronger rally; the global stock market is expected to perform well from November to April, while a weakening dollar will also benefit emerging markets. Mark Newton believes that now is not the time to panic, and the pullback from mid to late October to November could create the best buying opportunity of this cycle.

ChainCatcher live report from the OKX NOW Global Product and Ecosystem Conference (Singapore), where Ethereum co-founder Vitalik Buterin delivered a keynote speech. He stated that AI is both the biggest opportunity and the biggest risk for the current industry development.He believes that the industry is moving beyond the narrative of "blockchain + programmable value," with new features such as "programmable data" realized through zero-knowledge proofs (ZKP) emerging.Vitalik expects that privacy protocols on Ethereum will rapidly mature, and within the next two years, most people are likely to use these technologies in an "unperceived" manner.

A community user posted that Zhao Changpeng released the daily message "Every dip is an opportunity" on September 16, 2026, when the price of Bitcoin was approximately $75,800, and linked it to the recent BTC trend.In response, Zhao Changpeng stated that this is just "pure coincidence" and said, "I am right only slightly over 50% of the time because I have always been bullish."

Grayscale's research director Zach Pandl stated that over the past three years, Bitcoin's cumulative return rate was approximately 225%, while the Nasdaq index's return rate was 109%. However, Bitcoin's rise was not evenly distributed, with a few of the strongest trading days contributing significantly to long-term returns, increasing the difficulty for investors to time their entry.Data shows that if the five best trading days for Bitcoin are excluded, its three-year cumulative return rate would drop from 225% to 95%; excluding the best ten trading days, the return rate falls to 27%; and if the best fifteen trading days are missed, the three-year return would turn into a loss of 11%. In contrast, the return distribution of the Nasdaq is more balanced; after excluding the best fifteen trading days, the cumulative return rate drops from 109% to 21%.Grayscale indicated that during this period, less than 0.5% of trading days contributed enough gains that, when excluded, would reduce Bitcoin's cumulative return by more than half. For assets with high return and high volatility characteristics, staying out also carries an opportunity cost; since the best trading days are difficult to predict reliably, waiting for volatility to decrease or for market prospects to become clearer may mean that some price re-evaluations have already been completed.

Analyst Ali posted on platform X that Bitcoin recently faced resistance at $87,000, during which whales took profits and sold over 30,000 BTC. At the same time, $87,000 is also the upper boundary of the price channel that has been suppressing BTC for more than the past two weeks.Ali stated that in the short term, attention should be focused on the lower boundary of the channel at around $82,500. If BTC falls back to this level and whales begin to accumulate again, it will serve as a confirmation signal for considering buying on dips, with the next rebound target looking towards $87,000.

Renowned trader Killa stated that the current Bitcoin trend has clearly shifted, yet we are still at the peak stage of the "market skepticism bull market."In the 2023 bull market, if one went long every time there was a sweep below the "established low" (meaning a low that has been confirmed by the market and has shown support), the price only dropped a maximum of 8% below that low; in some cases, it only dropped 4-5% before immediately rebounding.Our current "established low" is 82.5K; based on historical performance, the expected downward deviation will be very small. Killa, as a quantitative trader focused on BTC, predicted the peak of this bull market in May 2025 and has over 200,000 followers on platform X. In mid-April, he shorted Bitcoin at 74,688 USD and turned to long during the market-wide decline on June 5.

Binance founder Zhao Changpeng stated that every decline is an opportunity.

Jack McDonald, Senior Vice President of Ripple Stablecoin, stated in an interview with CoinDesk that corporate treasuries represent a significant growth opportunity for the RLUSD stablecoin, with Ripple Treasury clients processing approximately $13 trillion in transactions annually. This business is built on Ripple's acquisition of financial management software provider GTreasury for $1 billion last year, providing Ripple with a vast customer pool of around 1,200 corporate treasurers and CFOs who transfer funds across borders, between subsidiaries, and domestically.McDonald pointed out that the circulating supply of RLUSD has increased by over 50% in the past month, reaching $2.4 billion, with about $1 billion on the XRP Ledger and $1.4 billion on Ethereum. However, he emphasized that he values the token's utility and daily activity more than its market capitalization, noting that RLUSD's daily active volume has more than doubled since the beginning of the year, rising from about $200 million last month to approximately $750 million. Payments and capital markets are currently the two main application areas, and Ripple has collaborated with institutions such as Franklin Templeton and DBS in tokenized money market funds and lending.In the European market, Ripple plans to introduce RLUSD locally through a dual issuance structure compliant with the EU MiCA framework and has already obtained regulatory authorization in Luxembourg.

According to Forbes, Patrick Witt, the executive director of the Digital Asset Advisory Committee of President Trump, told Semafor that the window of opportunity for the Clarity Act is closing, and if the procedural vote next week fails, "no one can say when the bill will have another chance."Witt stated that a failed motion vote will not yield the desired results for anyone and called for bipartisan support for the bill: "Join this bill, and let's continue the conversation." The bill is scheduled for a procedural vote on September 15.

On September 8, 2026, at the Citigroup 2026 Global TMT Conference, AMD stated that AI-related opportunities could reach $2 trillion by 2030. The company expects its data center business to double by 2027, with sales reaching approximately $70 billion, of which AI GPUs will contribute about $40 billion, while the remainder will come from server CPUs. The server CPU market size has been revised up to $220 billion by 2030, previously estimated at $60 billion.AMD has secured procurement commitments of $29 billion to $30 billion, gaining the largest capacity allocation increase among all customers of TSMC, but still faces tight supply of wafers, HBM memory, advanced packaging, and substrates. The MI450 is expected to begin mass production and shipping in the third quarter of 2026, with further ramp-up in the fourth quarter. The gross margin guidance for the third quarter is 56%, as the MI450 ramps up, with a slight decline in gross margin expected in the fourth quarter of 2026 and 2027. Chief Financial Officer Jean Hu stated that the speed, scale, and rise of AI are unprecedented.AMD has announced three major anchor customers: Meta, OpenAI, and Anthropic, all involved in multi-gigawatt deployments and multi-generational collaborations. Helios is ramping up at the rack level. The acquisition of Taalas has been completed, and collaboration with Cerebras is underway to integrate the Helios system with its wafer-scale engine technology. Server CPU revenue is expected to grow over 80% year-on-year in the second half of 2026, with growth exceeding 70% entering 2027. Enterprise server revenue grew over 70% in the second quarter of 2026.

U.S. Senator Cynthia Lummis stated that if the Clarity Act fails to pass in this Congress, the next real opportunity to reintroduce market structure legislation will not come until 2030. Completing this work now could prevent wasting job opportunities, investments, and tax revenue in the coming years.

Liquid Capital founder Jack Yi stated on the X platform: "As expected, there has been a slight pullback. If it continues to pull back to around $75,500, it will be a great new opportunity, and I remain optimistic about the rise after the slight pullback. Investing and trading are the hardest things. I entered the mining circle in 2015 at a low BTC price and later successfully invested in Quantum and others, catching the crazy bull market of 2017. This was entirely a matter of luck, but at the time, I thought it was skill, as I had previously achieved some success in entrepreneurship and investment in classical industries.Later, I crazily invested in hundreds of projects, most of which failed and a few succeeded. As investment opportunities decreased, I began to work hard on learning trading, which requires even more respect. I succeeded in trading nine times in a row, but the tenth failure brings me back to square one."

Citi stated that it remains optimistic about the stock market performance and advises investors to consider increasing equity asset allocation if the market experiences a pullback before the U.S. midterm elections. It currently maintains an "overweight" view on U.S. stocks, believing that corporate earnings expectations are improving and the market liquidity environment is becoming more accommodative. Despite recent concerns related to artificial intelligence, there are no significant risk signals in the overall market.Citi continues to be optimistic about the U.S. stock market and believes that sector rotation may limit the market's downside potential. Historical data shows that the market often experiences a strong year-end performance following a weak phase before the U.S. midterm elections, suggesting that there may be opportunities to buy on dips currently.

According to the Financial Times, JPMorgan Chase terminated its banking services for Polymarket last October due to regulatory concerns, requiring the company to seek new banking institutions. Previously, Polymarket was banned from providing services to U.S. customers after the Commodity Futures Trading Commission took enforcement action in 2022.Currently, Polymarket has partnered with a new bank, but the specific name has not been disclosed. JPMorgan Chase still maintains business dealings with Polymarket and invited its CEO Shayne Coplan to participate in a private banking client meeting held in Miami this February, where he spoke alongside former NFL player Tom Brady. Polymarket stated that the two parties continue to maintain a close and active relationship in various areas, including multiple entities, operational integration, and customer fund flow management.Since 2026, prediction market platforms like Polymarket and Kalshi have faced legal actions from multiple U.S. states regarding their alleged operation as illegal sports bookmakers, while the relevant platforms argue that they operate as exchanges facilitating trades between buyers and sellers, rather than as bookmakers. According to user aggregated data, the nominal trading volume of prediction markets has exceeded $250 billion since 2026.Meanwhile, Polymarket is seeking over $1 billion in financing, with a target valuation of $20 billion, more than doubling from the approximately $8 billion valuation during the last round of financing in 2025.

Bank of America (BofA) reiterated its "Buy" rating on Micron, with a target price of $1550, stating that the recent sell-off is an "enhanced buying opportunity." The bank expects memory prices to normalize starting in 2027-2028, but the fundamentals remain strong.Bank of America predicts Micron's earnings per share for fiscal year 2028 to be around $150, and in a pessimistic scenario, about $100, still well above the previous cycle peak of around $12.