Orbit: Crypto Community Feed

$ENA is trading around $0.09098, up approximately 3.40%. I’m watching the $0.10 area closely because psychological levels can become important resistance zones. Before considering a trade, I’d look at the EMA structure. If ENA is holding above the 20 EMA, I’d consider short-term momentum constructive. If the 50 EMA is also turning upward, that would strengthen the bigger-picture setup. Levels I’d watch: 📌 Support: $0.088–$0.090 📌 Current area: $0.091 📌 Resistance: $0.095–$0.100 📌 Major psychological level: $0.10 I’d rather see ENA break $0.10, hold it, and retest it successfully than chase the initial breakout. I’d also use RSI to judge whether the move still has room or is becoming overheated. For me, the setup becomes interesting when resistance turns into support.

The Battle Against CPI📈 If I had known I could get out of this, I would have run away. Still greedy. 50 ETH went from breaking even to a floating loss of 2600 U. But it's not a big deal. The long-term logic of interest rate cuts is not yet dead. But what is actually being traded in the market now is the maintenance and the rate hike. The probability of a September rate hike is approximately 51.7%. So the CPI at 20:30 tomorrow night will be the steering wheel. $ETH expects a total CPI annual rate of 3.4%. Core annual rate 2.5% Data did not exceed expectations. ETH has the opportunity to recover to 1900. Go back and touch the 1928 cost line. Last week, spot ETFs saw a net inflow of approximately $245 million. The funds have not completely fled. 1850 is a short-term defense. Be cautious of liquidity around 1810 if it falls. $BEAT 24-hour price dropped from 2.77 to around 1.23. The current price is approximately 1.38. The decline is nearly 48%. The transaction volume was approximately $140 million. This is not an ordinary pullback. It is the combination of high-level profit-taking and deleveraging ahead of the CPI release. The project recently burns approximately 800,000 BEAT tokens per week. But the panic selling cannot be temporarily contained. 1.22 is the short-term support level. If it falls, be wary of the $1 psychological barrier. The rebound will first test the range of 1.55 to 1.65. Only by regaining the $2 mark can we truly say the decline has stopped. $SNDK Quarterly revenue of $8.97 billion up 51% month-on-month Annual revenue growth of 175% An additional $14 billion was added for buybacks. The logic of AI storage and price increases is all there. Watch for support around 1200. Watch for a breakout near 1280. This time, the bet is not on an immediate interest rate cut. Instead, CPI has pushed the expectations for interest rate hikes back down. If the data is mild, I'll wait for ETH to save me. Data is overheating; prioritize survival first. We must not let greed lead us astray again. #本周三CPI公布，9月加息定价会改写吗？ $ETH

Cross-border stablecoin payments are outpacing fiat in every single segment. Admittedly, the higher growth rate of stablecoin vs. fiat cross-border payments is mainly due to stablecoin's far lower baseline. But at this stage, there are clear signs of a strong product-market fit for stablecoin-powered cross-border payments. Our @circle payments network (CPN) reached $14.7 billion in annualized transaction volume for the trailing 30 days as of the end of Q2, up 76% quarter-over-quarter. The trend is your friend. Stablecoin cross-border payments are real and here to stay. Data chart from @AlliumLabs & @FXCintelligence.

$LINK 1H LONG SETUP Direction: Long on pullback Entry Zone: 8.58–8.62 Stop Loss: 8.47 TP1: 8.72 TP2: 8.85 TP3: 9.00 Reasoning: LINK has one of the cleaner bullish structures here: rising MA5/10/20, consecutive higher lows and a strong expansion candle backed by volume. The only issue is price is sitting directly beneath 8.66 resistance and the 8.717 high. I want the breakout zone retested before entering. Personal Advice: No need to chase 8.65 into liquidity. I’d buy the retest, take something off near 8.72, and give the remainder room only if that high flips into support. Not financial advice. #AIInfraEarningsWatch #CPIToResetFedBets #AIInfraFundingDiverges

🚨 The real AI arms race may not be happening in chips. It may be happening in the money behind them. 💰🤖 Everyone is watching who can build the fastest AI chips. I’m watching a different question: Who can finance the massive infrastructure needed to actually deploy them? Nvidia is reportedly working with BlackRock, Blackstone and Goldman Sachs on a platform aimed at mobilizing more than $500B for customer data centers and GPUs. At the same time, Intel is planning a roughly $15B stock sale to help fund capex, working capital, AI chips and advanced manufacturing. The difference is important. 🟢 Nvidia: Trying to help customers unlock more capital to buy the infrastructure. 🔵 Intel: Raising equity to finance its own expansion. Same AI boom. Very different financing strategies. And the market’s reaction is telling. Both stocks fell, suggesting investors aren’t just asking: “How big will AI demand become?” They’re also asking: “Who is going to pay for all of this — and what will it cost shareholders?” 👀 That’s the part I think deserves more attention. The headline number may be $500B, but the real story will come down to: 💰 Funding terms 🏗️ Actual infrastructure demand 📊 Customer commitments ⚙️ Execution 📉 Capital intensity Nvidia’s final deals are still pending, so the headline figure is far from the finished story. AI demand may be massive. But financing that demand could become the next major battleground. Not advice — just analysis. #Nvidia500BAIInfra #Nvidia #Intel #AI #ArtificialIntelligence #Semiconductors #DataCenters #AIInfrastructure #BlackRock #Blackstone #GoldmanSachs #DailyOrbit

💰 CAPITAL ISN'T LEAVING CRYPTO — IT'S BECOMING MORE SELECTIVE. That's one of the most important signals to monitor. Instead of chasing every narrative, investors may increasingly prioritize: 🔹 Liquidity 🔹 Adoption 🔹 Revenue 🔹 Network activity 🔹 Institutional demand 🔹 Strong token ecosystems Core: $BTC $ETH $BNB $SOL Utility: $LINK $AAVE $ONDO $HYPE Emerging: $SUI $TAO $WLD $PENDLE $ENA $SEI $KAITO $HUMA Memecoin risk remains elevated: $DOGE $SHIB $PEPE $BONK $WIF $BEAT $LAB $MEME The next big winners may not be the loudest names. They may be the projects quietly attracting real liquidity and real users. 👀 Educational only. Not financial advice. DYOR.

SpaceX's Rebound Could Be the Signal Crypto Has Been Waiting For Nearly 912 million SpaceX shares were unlocked, and many expected a wave of selling. Instead, the market witnessed the opposite. SpaceX rebounded strongly as selling pressure from employees and early investors proved far weaker than anticipated, while fresh buying and short covering helped fuel the recovery. Solid business momentum and continued optimism around AI further strengthened Wall Street's confidence. What's even more important is that Wall Street and the crypto market are becoming increasingly connected through the same flow of capital. When money rotates back into technology, AI, and semiconductor stocks, investors' appetite for risk typically increases, allowing capital to flow into assets like $BTC and $ETH. Conversely, when U.S. equities come under pressure from higher interest rates or profit-taking, crypto often reacts almost immediately. The reason is simple: both markets are now driven by the same macro forces—Federal Reserve policy expectations, global liquidity, U.S. economic data, and institutional capital flows. Many major investment funds allocate capital to both technology stocks and digital assets, meaning changes in Wall Street sentiment can quickly ripple through the crypto market. That's why SpaceX's rebound is about more than one company. It suggests investors remain willing to buy high-growth assets once major risks have been priced in. If this recovery spreads across the AI and technology sectors, $BTC and $ETH could be among the biggest beneficiaries, especially if additional catalysts emerge from the Fed or continued ETF inflows. If you find this analysis valuable and want to stay ahead of the next major moves connecting Wall Street and crypto, follow me for more updates. #SpaceXUnlockRebound #PayrollsDropCPIFocus #AIMemoryStressTest $BTC $ETH

$BTC Bitcoin officially fell below the 64,000 mark. Several previous attempts to break through 65,000 failed, and bullish confidence is gradually collapsing, with many choosing to sell early to avoid risk. Everyone in the market is anxiously awaiting the CPI inflation data, fearing that high inflation figures will delay the Federal Reserve's rate cuts, keeping risk assets under continuous pressure. Additionally, with many leveraged contracts, breaking key price levels triggers liquidations, further driving prices down. Now, the focus is on observing the strength of support below. If buying pressure doesn't keep up, prices will continue to test lower levels. At this stage, the direction is entirely in the hands of the CPI data. Don't rush to buy the dip just because of the decline; there is significant uncertainty, and blindly entering the market can easily lead to being trapped. $ETH $SNDK #CPIToResetFedBets #CPIToResetFedBets #AIInfraFundingDiverges

🧵 $BTC and eth ETFs are starting to tell different stories** Spot BTC ETFs have posted a strong, steady inflow streak throughout August — zero single-day net outflows all month. On August 3, BlackRock bought $111M in BTC, Fidelity added $33M, and Franklin Templeton bought $9M (its first purchase in over 30 days). ETH tells a different story. In the same week, ETH ETFs recorded $12.3M in single-day outflows and $30.4M in 7-day outflows. **Why this matters:** Intesa Sanpaolo, Italy's largest bank, cut its BlackRock IBIT (BTC) position by 94% in Q2 while tripling its ETH ETF position. That points to institutional rotation from BTC into ETH, not just a broad shift in risk appetite. **My take:** When the two largest crypto assets' ETF flows start diverging, it's often an early signal of sector rotation, not noise. Worth watching whether this pattern continues or fades. 💬 Institutional rotation from BTC into ETH, or just rebalancing? What's your read? *Personal analysis, not financial advice.* #BTCETHETFFlowsDiverge #AIInfraEarningsWatch #AIInfraFundingDiverges $BTC $ETH