The current cryptocurrency market shows the following characteristics:

1) Fed interest rate cut expectations (75% probability) boost risk assets, but policy uncertainty remains;

2) Capital flows are differentiated, $ETH and $SOL favored by large whales, $BTC market share dropped to 58.23%;

3) Altcoins show differentiated performance, meme coins surged in the short term but the overall index fell to 46;

4) On-chain data shows large liquidation risk points, if $BTC falls below $110,058 or breaks above $120,618, it will trigger billions in liquidations;

5) Regulatory dynamics (such as US DeFi compliance requirements) may affect market structure. Market sentiment is neutral to cautious, need to pay attention to macro policies and capital movements.

Mainstream Coins


$BTC

Recently fluctuating around $115,000, institutional holdings continue to increase (e.g., SpaceX holds 8,290 BTC), but faces strong resistance at $120K in the short term, a breakout may trigger $2B in short liquidations. Long-term, public company holdings account for 4.41% of total Bitcoin supply, with strong fundamental support. Need to be cautious of the impact of September non-farm data on market sentiment.


$ETH

Strong momentum, continuous large inflows into ETF (BlackRock holds over $15 billion) support the fundamentals. However, be cautious of short-term pullback risks due to large USDC deposits for shorting. Long-term, institutional accumulation + interest rate cut expectations may push the exchange rate to break through 0.055, and the bull market may extend until 2026. It is recommended to accumulate on dips and pay attention to ETH/BTC exchange rate changes.


$SOL

Short-term target 220, mid-term 260. Recently increased more than 10%, outperforming BTC/ETH. However, beware of the ecological risk of celebrity tokens plummeting by 73%. High activity on SOL chain, but some projects' quality is questionable. Accumulate on dips, with crucial stop-loss settings.


$BNB

Recently broke $900 to create a new historical high, Binance activities boost popularity. On-chain stablecoin market cap grew 49.6% in Q2 to $10.5B, with strong ecosystem expansion. Short-term bullish, but be cautious of overall market pullback risks. Key support at $832, breaking $1000 is expected.


$AAVE

Recently surged 30% due to expectations of collaboration with $WLFI, but $WLFI's performance is in doubt. Technically oversold + golden cross, short-term may continue to rebound. If $WLFI performs strongly, $AAVE will benefit; if it fails, the impact will be limited. It is recommended to accumulate on dips, with critical support at stop-loss settings.


$HYPE

Recently performing strongly, ecosystem integration (such as Hyperpie) and token economic model (buybacks + dividends) support its value. Short-term bullish, may accelerate upward after breaking resistance. However, be cautious of market sentiment volatility risks, accumulating on dips is more prudent.


$PENGU

Recently performing strongly, large amounts of smart money bought in within 24 hours, and the parent company plans an IPO within two years, with strong fundamentals. Current price may see a breakout, short-term bullish above $0.04, clear opportunities to accumulate on dips.


$LINK

Recently showing divergence between bulls and bears. Technically, the third monthly golden cross indicates a potential surge, but faces resistance in the short term with some whales cashing out. Fundamentals are strong, being continuously accumulated by institutions as the DeFi leader, with a TVS/FDV ratio of 3.6 indicating reasonable valuation. It is recommended to accumulate on dips, and increasing positions if breaking through the $25.5 resistance.


$SUI

Recently facing the unlocking of about 49.5 million tokens at the beginning of September, but interest rate cut expectations could be positive, the team may sell during a strong market. Technically, around $3.73 is an accumulation zone, targeting $5. Ecosystem is active, with quality projects like Infinex continuously empowering, long-term bullish. Short-term focus on unlocking impact, accumulate on dips.


$XRP

Recently performing strongly, market cap entered the global top 100, whales increased holdings by $758 million. Once key resistance is broken, new highs are expected, but be cautious of the $3 support. USDe stablecoin integration and Ripple collaboration are positive for long-term development. Short-term focus on $2.9 support, breaking $3.2 can be bullish.


$MEMENETIC

Extremely high risk, anonymous team + no audit + funds concentrated in a single wallet, ZachXBT exposed its false marketing. Although there is a lock-up mechanism, there is no substantial product support, and recent fundraising is only 65 SOL. It is recommended to stay away, suspected scam. Be cautious in a bear market!


$XPL

Recently performing steadily, current price 0.57, circulation only 18%, the ratio of holdings to circulating market cap continues to rise, showing strong buying interest. Whales shorting but prices are resilient, possibly related to Crydit card airdrop benefits. Short-term bullish to 0.6, but be cautious of high FDV risks. DeFi sector's popularity supports long-term potential.


$ENA

Recently fluctuating around the key level of 0.73, if it holds, it may start a rebound. Strong fundamentals, USDe scale reaches 11.7B, daily income 12.5M. However, be cautious of short-term volatility risks, and pay attention to the situation of breaking the 0.76 resistance.

The above information is automatically generated by @xhunt_ai and does not constitute investment advice.