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[Fed’s first rate hike in over three years sparks crypto rebound; ZEC surges 21% and breaks into the top ten by market cap, with the privacy sector as the only strong theme]
Fear & Greed Index 63 (Sept 17 reading). BTC at $76,358, up 0.75% over 24 hours, down 0.28% over 7 days; ETH at $2,420.79, up 0.89% over 24 hours, down 0.76% over 7 days. There was only one driver that day: the U.S. Federal Reserve raised rates by 25 basis points early in the morning with a unanimous 12-0 vote to 3.75%-4.00%—the first time in more than three years. But the market had already priced it in at 99%. Crypto interpreted it as a positive, with ZEC leading the privacy sector in a rally against the trend. Cryptocurrency recommendations ZEC Current: $1,353.27 | 24h +20.86% | 7d +25.15% | Composite score 88/100 Forecast: Bullish. 3-day target: $1,450-$1,520
[CLARITY Act rejected by 10 votes, smashing through 76,000; ARB surged 12% against the trend on a 70x target price from Standard Chartered; VTHO hard fork goes live at 19:15 tonight]
Fear and Greed Index: 63 (reading on September 16). BTC is at $75,810, down 2.89% over the past 24 hours and down 3.19% over 7 days. Intraday low was $74,968, with the decline once exceeding 5%. ETH is at $2,402.74, down 4.48% over the past 24 hours; it briefly fell by more than 8% intraday. This is Bitcoin’s largest single-day drop since June. Over the past 24 hours, total liquidations across the market were nearly $700 million, and 116,000 people were liquidated. It was Washington that smashed the market. On Tuesday, the Senate held a procedural vote on the CLARITY Act. With 10 votes short of the 60-vote threshold, it failed to move forward. The Democrats are stalling the bill this year over the moral provisions tying President Trump’s family to encrypted business interests. Crypto concept stocks all slumped sharply: COIN fell 10.10%, ranking first among S&P 500 decliners that day; Circle dropped more than 11%; MSTR fell 5.36%.
【On the Eve of CLARITY Voting, XRP Leads on Volume; ZEC Jumps 10% in a Day to Return to the Top 10—Crypto Decouples from Tech Stocks】
Fear & Greed Index: 69. BTC is at $77,984, up 1.56% over the past 24 hours, but still down 0.58% over 7 days; ETH is at $2,515.5, up 1.25%. The most counterintuitive thing today is that crypto has decoupled from U.S. tech stocks. A group of leaders from cutting-edge AI labs have jointly called for slowing down the pace of AI development. The Philadelphia Semiconductor Index plunged 5.86% in a single day; Nvidia fell 3.36%, Intel dropped 5.59%, Micron slid 5.25%, Broadcom fell 4.77%, and AMD declined 4.40%. The S&P 500 closed at 7,619.98, down 0.48%. By all usual logic, risk assets should have dropped together—but instead, crypto total market capitalization rose to $2.72 trillion. In the CoinDesk 100, 94 out of 100 stocks finished higher.
Promote widely: Binance’s web trading now supports US stock options.
Previously, trading was only possible in the app. Now you can view the options chain on the web—very convenient.
I’m looking forward to US stock options support for opening positions on the sell side. Right now, only buying is available, and the functionality is still too limited, so you can’t execute multi-leg strategies.
Binance US stock will become the industry leader—keep it up!
【LSK surges 139% in a single day; old-chain shutdown sparks the short side; FIL sees volume up 18% and holds up against the broad drop; oil prices return to 107】
Fear and Greed Index: 57. Dropping for the third day in a row—63, 61, 57—the mood is gradually ebbing. BTC is at $76,854, down 0.55% in 24 hours, down 4.34% over 7 days. Trading volume in the past 24 hours is only $537 million, just 0.24 times the average volume over the past 7 days—slowing, with a bearish drift. ETH is at $2,477.8, down 1.90%, down 1.46% over 7 days. Most majors are nearly all green? No—almost all are red: ZEC down 5.22%, WLD down 5.01%, ARB down 4.70%, SUI down 3.23%, SOL down 2.38%, LINK down 2.53%. This week is a major test for the whole market. It’s being dubbed the "Central Bank Super Week"—on September 16, the Fed holds its rate decision, and the market broadly expects the first hike of the year. The Bank of Japan and the Bank of England are also scheduled to meet in the same week. The probability of a rate hike implied by fed funds futures is already 86.5%, up 14.1 percentage points from the previous trading day. Oil prices are surging again: Brent is up more than 3% and back above $107 per barrel; NY crude is up nearly 3%. The cause is a disruption to Saudi oil pipelines—if they can’t be restored within a few days, global oil supply could lose 4%. Conditions in the Strait of Malacca are also worsening: the Houthis have seized multiple strategic strongholds in the Red Sea. US stock index futures are falling across the board, with Nasdaq futures down more than 1%. In crypto, over the past 24 hours, more than 120,000 people have been liquidated.
[CPI shoe drops; rate-hike odds jump to 90%, RAY seven-day gain doubles to the top, ZEC rebounds and SOL returns to $100]
The Fear & Greed Index is 63, up 7 points from yesterday’s 56, returning to the Greed zone. BTC is at $77,282, up 0.70% over 24 hours, but down 2.9% over 7 days. ETH is at $2,513.5, up 2.54%, leading among major coins. SOL has regained the $100 level, up 3.49%. There’s only one driver: the August CPI shoe dropping. The year-on-year figure is 3.4% and month-on-month is 0.4%, both in line with expectations. Core year-on-year at 2.4% also matches expectations, and it has eased from the prior 2.5% to the lowest since March 2021. However, core month-on-month is 0.3%, which is 0.1 percentage point higher than expected. Core services excluding housing rose 0.51% month-on-month, the highest since January of this year, meaning service inflation hasn’t truly eased. On CME, the probability of a 25-basis-point rate hike in September jumped immediately from 70% to about 90%. By year-end, at least two more hikes have been fully priced in.
【Oil prices break $100, U.S. Treasuries near 5%, RAY jumps 27% in one day to lead the board; yesterday ZEC and IOST misjudged and admitted the mistake】
Fear and greed index 56: down 13 points in a day—yesterday it was 69. This is the fastest single-day cooling in this round. BTC is at $76,854, down 1.66% in 24 hours and 5.43% over 7 days. Intraday it briefly fell to $76,569, a new 7-day low; toward the close it edged back up slightly. ETH is at $2,451, down 0.45% in 24 hours and 2.26% over 7 days. The reason for the drop is straightforward. The U.S. August PPI rose 5.4% year over year, versus the 5.3% forecast; the prior figure was revised up from 4.7% to 4.8%. A 4.2% month-over-month increase in energy prices is the main driver. In the same session, WTI crude surged 6.69% to close at $102.48, the first time in five months it has broken the three-digit mark. Brent closed at $107.63. With risk premiums pushed up by tensions in the Strait of Hormuz and the ports being disrupted by the Houthis, the supply-side risk premium rises. Once oil spikes, the 10-year U.S. Treasury yield jumped to 4.965%, the highest since October 2023; the 2-year yield reached 4.577%, a new high since 2024. On the same day, the ECB raised rates by 25 basis points, hitting global bonds across the board. On CME, the probability of a “25 basis point rate hike next week” has already exceeded 70%. Tonight’s CPI is the real checkpoint.
[Oil prices break above 100 and push up U.S. Treasuries; altcoins give back across the board—ZEC and NEAR surge against the trend]
Fear and Greed Index is 69, up 3 points from yesterday, but the market hasn’t really improved. BTC is at $78,125.97, down 0.97%; ETH is at $2,464, down 1.36%. Altcoins are a complete mess: UNI is down 11.61%, WLD down 11.69%, ARB down 11.33%, ETC down 11.94%, DOT down 7.86%, LINK down 6.27%, SUI down 6.94%, and BNB down 4.46%. The “old coin” outburst mentioned yesterday is exposed today—it gave back everything it gained. ETC was up 11.77% yesterday, but down 11.94% today; not a cent was left. DOT was up 13.33% yesterday, but down 7.86% today. Pure rotation without fundamentals to support it—just a one-day trip.
【DOT surges 38% in three days to hit 1.2—ATOM and ETC old coins run wild together; new narrative coins give it all back】
Fear & Greed Index 66, continuing its fifth straight day of decline—73, 73, 71, 69, 66. BTC is at $78,878, down 0.66% over the past 24 hours. It may not look like much, but volume has surged from yesterday’s 830 million to 1.5 billion—falling on expanding volume. Three days ago it was at $80,341; now it’s back to $78,878, about 3% below the 7-day high of $81,270. ETH is at $2,497.7, down 0.23%, with volume unchanged. Today’s most noteworthy point is the shift in market style. The gainers are all familiar faces from the previous cycle: DOT up 13.33%, ATOM up 11.88%, ETC up 11.77%, VET up 9.99%, EGLD up 8.16%. The losers are all the narrative stars from this round: WLD down 6.05%, SOPH—which surged 55% yesterday—straight up collapsed 21.7%, OP down 6.09%, PENDLE down 5.82%, and ENA down 4.17%. Funds are moving out of overvalued story coins and into the older “blue-chip” chains that have already been hit hard. This kind of rotation usually shows up in the later half of the trend—profits are still there, but it’s no longer the time to just pick up easy money.
[WLD surges 22% in a single day, breaking 0.5; the RWA narrative for INJ gets reignited again; DOT rallies and breaks above $1]
The Fear & Greed Index is at 69—still in the Greed zone, but it has been dropping for the fourth day in a row: 74, 73, 73, 71, 69. Sentiment is ebbing. BTC is at $79,330, down 0.69% over the past 24 hours; up only 0.95% over the last 7 days. Trading volume over the last 5 days is just 0.62 times that of the first 3 days—classic low-volume sideways consolidation. ETH is at $2,500, up 1.32% over the last 7 days—same position, basically. The index isn’t moving much and volume is shrinking, so the money hasn’t really gone out—it’s just been funneling into low-cap altcoins. Today, the top gainers are all small-market-cap names. Among the mainstream coins, only three have truly broken out on increased volume: WLD, INJ, and DOT. Things are not very stable on the macro front. In August, non-farm payrolls added 162,000 jobs versus expectations of 56,000; the unemployment rate was 4.1%. As soon as the data came out, the probability of the CME raising rates by 1bp on September 16 jumped to 59.4%. The 10-year U.S. Treasury yield is at 4.78%, staying right near the 52-week high. Last Friday, all three major U.S. stock indexes closed lower, except the Philadelphia Semiconductor Index, which rose 3.38% against the trend. This week, the PPI comes on Wednesday and the CPI on Thursday—any upside surprise could make risk assets wobble.
[ZEC Surges 40% on the Week to Break 1200 in a Short Squeeze Frenzy, LINK Breaks Above 13 on Heavy Volume, DOT Rises Above 1 Dollar, BTC and Others Lifted by Treasury Buybacks]
Fear and Greed Index at 71, in the greed zone. BTC is trading at $79,933, battling around the $80,000 level and, after fluctuating between $78,600 and $80,300 over the weekend, has moved back near 80,000. The U.S. Treasury has begun weekly Treasury buybacks with a cap of $14.5 billion today, and the liquidity injection is positive for risk assets. Last Friday, August nonfarm payrolls came in above expectations at 162,000, cooling rate-cut expectations, but BTC ETFs saw $1.01 billion of inflows over the past three days, with total assets surpassing $100 billion, providing institutional support. This week's key variables: the September 11 CPI release and the Federal Reserve meeting. The altcoin market is highly divergent—ZEC rose 40% on the week, breaking above 1,200, LINK, DOT, and NEAR all surged, while previously overextended UNI and BNB pulled back.
[UNI Surges 20%, Up 44% on the Week to Lead DeFi, BNB Hits a New Stage High, BTC Battles Around 80K Under Nonfarm Payroll Pressure]
Fear and Greed Index at 73, in the greed zone. BTC is at $79,974, up 0.37% over the past 24 hours, repeatedly battling around the $80,000 level. Last Friday’s August nonfarm payrolls came in well above expectations with a gain of 162,000, cooling rate-cut expectations. BTC pulled back from the $82,262 stage high set on September 4. However, ETF fund flows remain strong — net inflows last week reached $987 million, bringing the three-week total to $3.8 billion, the strongest in 2026, and BTC ETF total assets broke above $100 billion. The altcoin sector saw a weekend recovery rally, with UNI surging nearly 20% to lead the pack and BNB hitting a new stage high. The next key variables are the CPI on September 11 and the Federal Reserve meeting in September. Cryptocurrency recommendations
I recommend everyone pay attention to US Treasury bond ETFs in the US stock market. TLT or EDV. You can quietly position yourself ahead of a subsequent return of US Treasury long-term yields.
Binance U.S. stock options features and differences from exercising ordinary U.S. stock options!
On September 1, 2026, Binance officially launched “U.S. stock and ETF options” (Stock Options). The initial offering covered 1,000+ U.S. stocks and ETFs. The underlying settlement uses traditional broker clearing channels, not on-chain token options. Core product mechanisms - Underlyings: Selected U.S. stocks (e.g., AAPL, MSFT, etc.) and U.S. ETFs (e.g., SPY). Whether a particular stock supports options can be checked on that stock’s K-line page to see if there is an “Options” tab. - Direction: Only buy Call / buy Put (long-only). In the first phase, it does not support writing/selling options, does not support combination strategies, and does not support short options. The buyer’s maximum loss equals the premium paid.
Invest in long-term U.S. Treasuries—how should you choose among different ETFs?
TLT: iShares pure long-term Treasury ETF. It directly holds U.S. Treasuries with maturities of 20+ years, with no options. You earn from coupon yield plus capital gains if rates fall. When interest rates rise, it tends to drop the most. It’s currently suggested to buy the dip.
TLTW: iShares sells monthly 2% out-of-the-money covered calls on TLT. It collects option premium to thicken the monthly income (~8–11%). The trade-off is that returns are capped when TLT surges sharply. Expense ratio: 0.35%. You can buy again no earlier than when the price has risen back above the 60-day moving average.
TLTP: Amplify sells weekly at-the-money covered calls. Target annualized option premium around 12%, with higher monthly income (~12–14%), but a tighter cap and the fund is newer (launched in 2024), with weaker liquidity. Expense ratio: 0.39%. Buy after the market enters a bull phase.
【BTC Reclaims $80K as NVIDIA Earnings Spark an AI Rally, SOL Soars 8% to Lead, Worsh’s Speech Today Sets the Tone】
Fear and Greed Index 73, the greed zone. BTC is at $80,761, up 2.65% in the past 24 hours, reclaiming the area above $80,000. NVIDIA’s earnings fueled a global AI rally—overnight Nasdaq rose 1.57%, NVDA surged 8.74% in a single day, and its market cap increased by $442 billion, the second-highest on record. Salesforce jumped 22.6% and CrowdStrike rose 20.5%, driving a breakout in the software and cybersecurity sectors. July’s year-over-year PCE inflation persistence remains at 3.7%. Today’s biggest variable is the speech by Federal Reserve Chair Wads—Jackson Hole. With an increasingly hawkish background, rate-cut expectations remain uncertain; the probability of a rate hike in September still hangs overhead. Cryptocurrency recommendations
[NVDA Earnings Beat Expectations, Jumping 4% After Hours; SOL Returns to Lead Above 100; XRP Downtrend Warning Persists]
Fear and Greed Index at 71, rising from 65 yesterday and back into the Greed zone. BTC is at $78,726, trading sideways and stabilizing, building strength below the 80,000 level. Overnight, the three major U.S. stock indexes edged down slightly, but Nvidia’s after-hours earnings exploded—second-quarter revenue reached $96.2 billion, up 106% year over year and beating expectations. Data center revenue was $89.0 billion. Management expects revenue growth of about 70% in fiscal 2028. Shares jumped 4% after hours, lifting storage and optical communications sectors as well. U.S. July core PCE met expectations, still above the 2% target. Iran and Oman reached an agreement to temporarily restart navigation through the Strait of Hormuz, easing tensions in the Middle East and pulling oil prices lower.