OxDegen

Strategy is climbing the market-cap rankings. The company is looking less and less like a traditional software company and more like an asset platform deeply tied to Bitcoin.
The underlying logic is still the same: when $BTC rises, $MSTR tends to have greater upside—but the risk is also amplified when the market turns down.
The market is now assigning Strategy a higher valuation again. What really matters isn’t its ranking, but how much of a premium Wall Street is still willing to pay for this Bitcoin-based capital-raising model.
#Strategy市值排名上升

$BTC Back at $87,000 again, and this isn’t the first time we’ve tested this level. The market is really stuck around $87,000–$87,570 right now, so it’s a little early to talk about higher levels before a breakout.
Below, I’d be watching $85,000, then $82,500. A breakout above and support holding below—that’s the clearest picture of the current structure.
Do you think $BTC is finally going to break through this time, or will it get rejected for the fourth time?
$BTC #比特币三度受阻8.7万美元

$MSTR This latest rally has been truly impressive. MSTR closed at $164.43 on October 5, bringing the company's market cap back above $63B. Its market cap has risen nearly 16% over the past 30 days.
BTC is still driving the move, but what's interesting now is that MSTR itself is clearly more volatile than BTC. When BTC rises, MSTR tends to amplify the gains; but if BTC pulls back, the pressure on MSTR is more direct too.
So what are people betting on now—the $BTC , or the more volatile $MSTR ?
$MSTR $BTC #Strategy市值排名上升

$BTC has now climbed back near 87,000, just shy of the 2026 opening price of $87,570. Price has tested this level several times, but hasn't managed to hold above it yet.
I don't think we should rush to guess how much more upside there is. First, let's see whether $87,570 can hold. If it does, the yearly candle turns green, and market sentiment could improve significantly. If price keeps failing to break through, we'll likely remain range-bound in the short term.
Do you think $BTC can reclaim the 2026 opening price this time?
$BTC #比特币目标2026年开盘价

Another publicly traded company is adding to its $BTC holdings. Strive bought 2,000 $BTC this time, spending $169 million at an average cost of about $84,400.
More and more companies are now treating $BTC as part of their corporate asset allocation. Is this a long-term bullish bet, or is everyone just chasing the trend?
$BTC $ASST.US #Strive斥资1.69亿美元增持2000枚BTC

I think Binance’s move into AI is pretty interesting. They’re not just putting out a chatbot—they’re integrating AI directly into market data, trading, and strategy. Everyday users can use it to follow the market, while more advanced users can set up their own strategies and automate them.
Put simply, in the future, instead of digging through data on things like $BTC and $ETH yourself, you might just be able to ask AI.
But what I’m more curious about is this: as AI makes trading easier and easier, will the gap between people shift from “who knows how to trade” to “who knows how to use AI better”?
What do you think of this direction? $BNB #币安推出BinanceIntelligence

On October 4, SHIB officially launched on Solana via Sunrise. This wasn’t just a simple logo swap—it entered $Solana’s DeFi and Meme trading ecosystem directly, with a large volume of trades and liquidity flowing in within minutes.
Data shows that less than half an hour after launch, SHIB had already seen around 3,000 trades on $Solana, roughly $300,000 in trading volume, more than 1,400 trading wallets, and about $514,000 in pool liquidity. But the most important thing to watch now isn’t how hot the opening was—it’s whether that liquidity sticks around.
What’s even more interesting is that SHIB has gone straight into BONK’s territory.
Is this established Meme coin chasing traffic on $Solana a chance for SHIB to unlock a second growth curve, or is it simply riding the Meme hype for a while?
Do you think SHIB can actually capture some of BNOK’s funds after launching on $Solana? $SHIB $SOL $BONK #SHIB通过Sunrise上线Solana

OPENAI is raising funds again, and this time the figure circulating in the market has reached $30 billion, with a target valuation of around $1.4 trillion.
The most astonishing thing about this figure isn’t the $30 billion—it’s that AI companies’ valuations are getting closer and closer to the scale of traditional giants.
The market is no longer just betting on $ChatGPT itself, but also on AI computing power, agents, enterprise software, and future commercial revenue.
But the higher the valuation climbs, the greater the expectations for revenue and profits.
Do you think a $1.4 trillion OpenAI marks the beginning of an AI supercompany, or the most extreme stage of an AI valuation bubble?
$OPENAI $NVDA $MSFT #AI趋势OpenAI据称商讨300亿美元融资轮

AI is no longer just about “buying chips and building data centers.” Even Wall Street is now providing massive leverage for AI computing infrastructure.
This time, banks are leading a $60 billion debt financing deal involving chip leasing for $Google, with Broadcom also participating.
I think what’s really worth paying attention to isn’t how big $60 billion is, but the shift it represents:
The AI arms race has gone from “who has more money” to “who can secure more low-cost financing.”
This is a signal for NVDA, AVGO, GOOGLE, and the entire AI infrastructure supply chain.
But it also raises a question: as AI computing investments become increasingly reliant on debt financing, is this AI rally entering an acceleration phase, or is financial leverage already starting to build?
$NVDA $AVGO $GOOGL #AI趋势华尔街银团启动600亿美元AI融资

This market is pretty interesting: oil prices haven’t risen much, but Saudi Arabia has already cut its crude selling prices to Asia.
Saudi Arabia lowered the November official selling price for Arab Light crude sold to Asia by $3 a barrel, to a discount of $5 below the Oman/Dubai benchmark.
On the surface, oil prices look stable, but behind the scenes, producers are starting to wage a price war proactively.
This could actually be good news for inflation and global risk assets, but if tensions in the Middle East continue to worsen, supply risks could return at any time.
Do you think Saudi Arabia’s latest price cut is an attempt to grab market share, or is it already worried about demand?
$OILT.ETF $XLE #油价持稳沙特大幅降价

Taiwan stocks were truly on fire today. The index surged to an intraday high of 49,968.92 points in the morning, just 32 points shy of 50,000. Heavyweights like $TSMC, $Delta Electronics, and $Foxconn continued to drive the index higher.
But interestingly, not every tech stock joined the rally as the index approached that milestone. Some investors have already started taking profits.
The question now is no longer whether the index can reach 50,000, but whether it can hold above that level once it gets there.
If the AI rally continues to be backed by strong earnings, 50,000 could just be a new starting point. But if the index is being pushed up by only a handful of heavyweight stocks, the volatility ahead could be significant.
Do you think Taiwan stocks can really hold above 50,000 this time?
$TSMC $Delta $Foxconn #台股逼近5万点创高

A company that holds XRP as its core treasury asset is about to officially enter the Nasdaq public market.
Evernorth has already secured shareholder approval for its merger with Armada Acquisition Corp. II. The deal is expected to close on October 7, with the company beginning to trade on Nasdaq under the ticker XRPN on October 8. After the deal closes, it is expected to hold approximately 473 million XRP, worth more than $700 million at current prices. The transaction has also raised more than $1 billion in total to date.
But I’m more focused on another signal: Armada surged around 273% at one point last Monday, reaching as high as $53, while its SPAC trust value had previously been only about $10.50. This suggests the market has already started speculating on the “XRP treasury + Nasdaq listing” story ahead of time, but the reduced SPAC float could also amplify volatility further.
So what’s really worth watching next isn’t the listing itself, but whether the market will continue to assign a hefty premium to the XRP treasury model once XRPN begins trading.
Do you think this is a new starting point for $XRP P institutionalization, or just another story of hype ahead of the listing followed by a sell-the-news reaction?
$XRP #XRP财库公司Evernorth完成SPAC合并

Ethereum rose nearly 70% in Q3, easily outperforming $BTC ’s 42%. But what’s truly strange is that the more sharply the price rose, the thinner order-book liquidity became.
CoinGecko data shows that from July 6 to September 30, the median market depth for $ETH was only 35% to 45% of BTC’s. During the same period last year, that figure was still above 60%. Put simply, ETH looks strong now, but the order book isn’t as deep as it used to be. If large players start buying or selling in force, prices may move faster than before, and volatility could be greater.
So what’s really worth watching in Q4 isn’t just whether ETH can keep rising, but whether **liquidity will return as prices rise.** Is a rally without liquidity support a sign of strength, or is it setting the stage for violent volatility down the road?
What do you think—will ETH continue to outperform BTC in Q4, or will liquidity issues flare up first?
$ETH #以太坊Q3涨70%流动性下降

$ADA This move really came out of nowhere. The 24-hour gain briefly topped 10%, sending the price above $0.27, while trading volume briefly exceeded $1 billion. It has broken out of the previous consolidation range.
But what I’m more interested in isn’t the “10% gain”—it’s whether $0.27 can turn from resistance into support. There’s still significant resistance around $0.28. If the price can hold above $0.27 and volume continues to grow, then $0.30 becomes a meaningful level to discuss. But if it spikes and then falls back below $0.26, this move looks more like a short-term pump.
Do you think $ADA has really broken out this time, or will it spike and then pull back again?
$ADA #ADA涨10%突破0.27美元

Metaplanet’s latest move is pretty interesting: it may allocate up to 15% of its total assets to strategic investments, while 85%–90% of its assets remain concentrated in BTC.
It’s not giving up on BTC. Instead, it’s adding a second revenue stream to its BTC treasury model: using the net interest from income-generating assets to keep buying BTC, while also delivering returns to shareholders. What’s really worth watching is that a company with BTC as its core treasury asset is now actively making room for “businesses beyond buying coins.”
And this adjustment comes just as shareholders are debating governance and option dilution. So what the market may be watching next isn’t just “how much more BTC can it buy?” but also this question:
Is Metaplanet scaling up its BTC treasury model, or gradually reducing its reliance on a single asset?
$BTC $META.US #Metaplanet拟筹资增持比特币 #BTC #比特币现货ETF三季度净流入63.4亿美元

The market’s signal is clear: the odds that the Fed will hold steady in October have risen to 82.3%, while the odds of a 25-basis-point hike have fallen to just 17.7%.
The main reason is September’s weak nonfarm payrolls report. The U.S. added just 29,000 jobs in September, well below expectations, prompting markets to quickly scale back their expectations for an October rate hike.
But don’t rush to interpret this as “rate-cut trading is back on.” The bigger concern now is that the 10-year Treasury yield is still above 5.2%. That suggests that although markets are less convinced the Fed will hike in October, they remain wary of inflation, fiscal policy, and the Fed’s December decision.
So, for BTC:
If the dollar and Treasuries remain strong, can “no rate hike in October” alone really keep pushing risk assets higher?
$BTC $ETH #美联储10月维持利率概率升至82.3%

Over the past 7 days, Circle minted about $2.75 billion in USDC on Solana.
But there’s one particularly important detail:
Minting ≠ $2.75 billion has already entered the market.
USDC minting first represents supply preparation and liquidity expansion. What really matters is whether these USDC have gone on to be used in trading, DeFi, payments, and settlement. Recent reports have also pointed out that simply looking at gross minting cannot be equated directly with new inflows into the market.
So what I’m really watching is:
Is Solana just “printing money” right now, or has it actually started absorbing more on-chain dollar liquidity?
If USDC supply continues to grow, while on-chain trading volume, DeFi TVL, and stablecoin usage also rise in tandem, that would be a much more interesting signal than a simple increase in SOL’s price.
$SOL $USDC #circle7天在solana铸造27.5亿美元usdc

Ethereum’s staking exit queue has suddenly surged to a 2026 high over the past two days, reaching about 851,000 ETH at one point on October 2. There are still about 786,000 ETH waiting to exit, with a wait time of nearly 14 days.
But this time, we shouldn’t simply interpret it as “more than 800,000 ETH about to be dumped,” because a considerable portion of the exits are precautionary validator exits by MetaMask following a security incident. There’s currently no evidence that these $ETH will be sold directly on the market.
So what I’m more interested in watching now is whether the ETH staking exit queue can fall quickly once this wave of exits is over.
If the queue doesn’t come down for a while, that’s when it’s more cause for concern.
$ETH #以太坊质押退出队列创2026年新高

$龙虾 This candlestick chart is painful to look at. It got pumped just a couple of days ago, then immediately dumped back down. After grinding sideways for ages, it kept falling. This damn market maker behind Lobster really is ruthless—they’re just wearing down everyone’s nerves.
The worst thing about this kind of price action isn’t the drop itself. It’s when you think it’s about to rebound and it slaps you in the face, then just as you’re ready to cut your losses, it suddenly pumps again. Back and forth, it completely wears out short-term traders.
Is this consolidation building up momentum, or is Lobster about to teach its holders another lesson?
#龙虾 $BTC #比特币冲击8.7万美元遇阻回落

$牛来 What’s really interesting now isn’t how “auspicious” the name is, but that it’s listed on both Binance spot and futures markets, giving it significantly more liquidity and a richer trading dynamic than ordinary Chinese-language memes.
The spot market has Niu Lai/USDT, and futures trading offers up to 10x leverage. This shows the market has moved it beyond a purely sentiment-driven meme and into more direct leveraged speculation.
What I’m most interested in next is whether this rally in Niu Lai can keep turning attention into trading volume, or whether it’s just another sentiment-driven spike.
$牛来