trend

Tom Lee stated during his appearance on CNBC: "I believe that there are actually very few people who truly hold cryptocurrencies. Because of this, I think Bitcoin can easily break through six figures (like over $100,000), but it may also be affected by interest rate hikes. As for how cryptocurrencies will perform, I think this will be a good test, but we have already seen long-term yields (interest rates) rising. So, if we see the Federal Reserve raising interest rates while long-term yields actually decline, that would essentially mean monetary easing. Therefore, the key may be how long-term yields respond to the Federal Reserve's interest rate hikes."He also added: "I think this is just the first wave of the rise because this round of cryptocurrency market has caught many people off guard. Well, I believe institutional investors are buying stocks related to cryptocurrencies, and this is very obvious—trading volume has surged significantly, which signals that they are betting on a big market in the fourth quarter. I think $150,000 is still possible, well, it's actually not that far from now."

Ash Crypto posted on platform X that ETH/BTC is at a critical breakout point. The price has formed a triangular pattern with progressively lower highs and progressively higher lows, and the range continues to narrow, indicating that significant volatility is approaching.If the trend line is broken, the ETH price could rise to $2800; if rejected, it may fall back to $2000 to $2200. In either case, ETH is preparing for a significant move.

Crypto analyst Ali Charts posted on platform X that Bitcoin's current trend is highly similar to the bottoming pattern in 2023. In 2023, Bitcoin broke the downward trend and tested the previous high in August, then retraced to around $20,000 before starting to rise.It seems that a similar structure is forming now, with a key observation level near $83,000 around the high in May 2026.

According to Santiment Intelligence monitoring, since June 3, the ETH exchange platform balance has decreased from approximately 7.69 million to about 6.28 million, a reduction of about 1.4 million, representing a decline of about 18%. Since August 19, another approximately 275,000 ETH has flowed out of the exchange platform, bringing the current balance to the lowest level of this statistical period.During the same period, the BTC exchange platform balance has increased by about 0.25%, currently nearing recent range highs. In this regard, Santiment stated that the decline in ETH exchange platform balance has not stopped due to the price increase; while the ETH price has risen by about 27% since August 16, a large amount of ETH continues to flow out of the exchange platform.

Liquid Capital founder Jack Yi (易理华) posted on the X platform, stating that he remains bullish. Currently, the resistance level is consolidating; in a bull market, both resistance level consolidation and pullbacks from high positions are normal phenomena. He plans to go long at high positions and then wait for a reasonable pullback to continue buying. The bull market trend is expected to last at least until 2028, so it's best to avoid shorting.Risk assets have finally welcomed opportunities, and AI is far from reaching a bubble moment. Seizing these two waves of investment opportunities is currently the best strategy. Perhaps he is indeed not good at shorting, as everyone benefits from the industry bull market. Now that the trend is bullish, going long is even easier; one shouldn't always think about speculating by shorting.

XRP has dropped 6.23% in the past 24 hours to around $1.38, making it the token with the largest decline among the top ten cryptocurrencies by market capitalization. Previously, XRP surged from around $1 on August 18 to $1.69, an astonishing increase within four days, briefly touching the psychological level of $1.7.The pullback is mainly due to leveraged liquidations. XRP has still risen 35.55% over the past week, second only to Hyperliquid's 38.65% weekly increase. Notably, XRP-related ETFs have recorded net inflows for nine consecutive days, indicating that institutions have not withdrawn, and the issue mainly lies in the leverage aspect rather than capital outflows.After breaking through $80,000 on Tuesday, Bitcoin has retreated to around $78,000, dragging down the overall altcoin market. The market is awaiting tonight's core PCE inflation data and Nvidia's earnings report; whether XRP can hold the $1.4 support level will determine if this rally is a healthy correction or a further decline.

According to official social media news, Huobi HTX will hold a themed live broadcast titled "BTC Soars 30% in Four Days: Is the Bull Market Restarting or the Last Carnival?" today at 20:00. At that time, crypto KOLs such as 0xMoon, Xiao Zhi, Ye Feng, HiSeven, and YIYI will be invited to attend, discussing the recent rapid rise of Bitcoin, focusing on analyzing the market driving factors behind this round of increase, and conducting an in-depth discussion on market sentiment, capital trends, and future market trends.

Community users asked Zhao Changpeng, "What is your opinion on the memestock craze? In this model, meme coins are paired with tokenized stocks, which brings inherent utility to meme coins."Zhao Changpeng replied, "This is certainly fresh and interesting. But it is necessary to ensure that the issuers can indeed fulfill their obligations."

Yili Hua posted on platform X: "Continue to be bullish, minor adjustments over the weekend are just the bears taking a little resistance during a time of weak liquidity, which does not affect the trend. Strongly advise against shorting again; once it rises to a certain level, you can go long. Pullbacks will always occur at certain stages."

Cryptocurrency analyst Rekt Capital released a technical chart analysis of Bitcoin, indicating that Bitcoin is facing resistance from a macro downtrend line, which is fitted with the 21-month EMA moving average.Rekt Capital believes that if Bitcoin is blocked in this fitted resistance area, it may find support at the 50-month EMA moving average (purple). Overall, Bitcoin needs to convert these two macro EMAs back into new support levels and break through the macro downtrend line to confirm a new bull market.Rekt Capital is a senior cryptocurrency technical analyst with 560,000 followers on the X platform.

Liquid Capital (formerly LD Capital) founder Yi Lihua stated that since May, after judging that the rebound had ended, he has mainly focused on one thing over the past two months: that July to August may be the last opportunity to bottom out in this round of BTC. With Bitcoin's daily level strongly breaking through the 120-day moving average and the 200-day moving average, while also breaking through the 20-week moving average at the weekly level, the BTC bear market trend has officially ended.He mentioned that the market is still bullish in the next two weeks, but after rising to a certain position, a pullback may still occur. The subsequent pullback will not exceed 50% of the upward movement. If investors use leverage, it is recommended to reduce long positions and refer to the weekly trends and pullback amplitudes during the 2023 upward cycle. This round of Bitcoin has dropped from a high of $126,000 to $57,000, with a maximum drop of about 56%. He believes that this drop has formed a cyclical low point, and it will be difficult for the market to see BTC prices starting with $50,000 again.

Liquid Capital (formerly LD Capital) founder Yi Lihua stated in a post that he has previously emphasized that July to August may be the last window for bottom fishing. From the historical decline patterns of Bitcoin, after experiencing a third phase of decline following the end of the last rebound, BTC's strong rebound breaking through $68,000 may indicate that the crypto market's decline cycle has ended.Investors should not attempt to bottom fish at a specific price point, nor should they try to short in the bottom range. He believes that the next two things worth paying attention to are: how to operate in the new round of rising cycle to maximize profits, and participating in development opportunities in the AI field at other times.

According to BeInCrypto, CryptoQuant data shows that centralized exchange stablecoin reserves have decreased from a peak of about $80 billion at the end of 2025 to about $64 billion, shrinking by about $16 billion (approximately 20%). Among them, Binance has performed relatively resiliently, with its stablecoin share rising from just over 60% to 68.5%, while platforms like Coinbase, Bybit, and OKX have seen more significant reductions.At the same time, on-chain analysis platform Santiment has monitored a rise in pessimistic remarks such as "crypto is dead" on X and Reddit, with the crypto fear and greed index currently reported at 46, still in the fear zone. The overall total supply of stablecoins has also decreased from nearly $316 billion in May to $300.89 billion, but the decline is much lower than that on the exchange side, indicating that some liquidity may have shifted on-chain rather than completely exiting.

According to Forbes, Larry Fink, the CEO of the world's largest asset management company BlackRock, referred to tokenization as "the next generation of the market." He pointed out that after nearly a decade of hype, multiple setbacks in launching, and a series of promising pilot projects, mainstream financial institutions are seriously pushing to put real-world assets on the blockchain.Fink's statement further highlights the traditional asset management giants' emphasis on blockchain infrastructure. As institutions accelerate their exploration of asset tokenization, related practices are shifting from proof of concept to larger-scale practical applications, which are expected to reshape the ways assets are issued, traded, and settled in global markets.

The Blockchain Association submitted a comment letter to the U.S. Securities and Exchange Commission (SEC), urging it to abolish outdated rules 611 and 610(e) to promote market structure adaptation to tokenization development.The association pointed out that the current rules can no longer match the technological realities of blockchain and tokenized securities, calling for timely updates to the regulatory framework to facilitate compliant innovation and enhance market efficiency.

"White-haired stock god" Serenity stated that AI investment may be simpler than the market imagines, as Nvidia and its CEO Jensen Huang have actually been releasing signals of future industry trends in advance, but the market often chooses to ignore these trends before they truly explode. Serenity noted that when Nvidia heavily locked in EML (Electrically Modulated Laser) and laser production capacity in 2025, the market questioned the photonics sector, believing that related companies had issues with speculation or even management. However, a year later, the stock prices of related optical communication companies surged significantly. Among them, LITE rose by 678%, and AAOI rose by 475.12%.Serenity believes that the market is currently repeating a similar pattern. In 2026, Nvidia locked in continuous wave (CW) laser and EML production capacity through long-term agreements, while clearly promoting the transition to an 800V power architecture and repeatedly emphasizing that co-packaged optics (CPO) and "Physical AI" will become important trends in the next phase. The market may once again underestimate the industry signals released by Nvidia, but Nvidia and Jensen Huang's judgments often serve as leading indicators of AI industry trends.

Swissblock stated that the initial momentum launch of Bitcoin failed to form an effective breakthrough, and the momentum indicators have now returned to the "transition zone."If BTC can hold the range of $62,300 to $62,500, the current consolidation structure is still expected to be maintained.

According to official social media news, Huobi HTX will hold a themed live broadcast today at 20:00 titled "Non-Farm Payrolls Surprise Ignites Rate Cut Trading: Which Will Break Through First Among U.S. Stocks, Gold, and BTC?" At that time, crypto KOLs such as Pump Pump Superman, Xiao Zhi, 77, and Grace will be invited to attend, discussing the unexpected changes in non-farm data, the rising expectations for rate cuts in the market, and the interlinked trends of the three major assets: U.S. stocks, gold, and BTC. They will analyze market trading opportunities and potential risks under changes in macro liquidity.