会飞的比特币

Based on previous experience, if October kicks off a bull market, we have about three months left to position our holdings. Which potential tokens should we stack up on????

We need to get our positions sorted in these three months.

The next bull market will be driven by the era of everything going on-chain with RWA.

It’s all about which tokens will be at the center of this storm.

Check out this chart. US Treasuries will definitely lead the pack as on-chain assets.

There was a theory that suggested we should Bitcoinize US Treasuries, which are nearly $40 trillion. That means Bitcoin would need to pump about 13x, bringing it close to $900k per coin.

Let’s not get into which assets are going on-chain for now. Instead, let’s see which tokens will dominate this movement?

First off, stablecoins will be the backbone for settlements. They are undoubtedly the most crucial part.

The ranking of stablecoin on-chain circulation is: $ETH > $TRX > $SOL > $BNB > $HYPE > $BASE > $ARB > $POL > $APT > $XRP

The market cap ranking for stablecoins is USDT, USDC, USDS, USDE, DAI, USD1, USDP, RLUSD, which correspond to the following project tokens: $CRCL, $SKY, $ENA, $MKR (with SKY replacing), $WLFI, $XRP (some are issued by institutions themselves and won't be displayed).

In terms of network asset value rankings: ETH, BNB, SOL, XLM, HYPE, ZK, AVAX, ARB, POL.

The most impactful ones are #LINK , #ONDO , #SKY , #XLM , #CFG .

Here’s a brief overview of each:
$LINK - Leading oracle, balancing real-time prices across platforms.
$ONDO - (Ondo Finance) Leading tokenization of pure RWA assets.
SKY - The largest decentralized RWA treasury globally.
XLM - Compliance-focused cross-border settlement leader in RWA.
CFG - Leading player in RWA physical asset deployment.

You can start positioning by combining candlestick analysis and stacking up on:

Based on candlestick analysis, here’s a ranking of the top 100 coins by market cap, with the top 15 that have good accumulation and solid volume as follows:

$ETH, $LINK , $PENDLE , $XRP, $TON, $ETHFI, ￥$SOL, $HYPE, $ADA, $ONDO 11th: $NEAR, 12th: $STRK, 13th: $AVAX, 14th: $FET, 15th: $INJ

So theoretically, among the top 100 market cap coins, these 15 are the standout ones. The others in the top 100 that aren’t listed here aren’t looking good. For example, BSV and BNB may be in the top 100 by market cap, but their accumulation isn’t strong.

For the top 10 coins' accumulation situation, I’ve compiled a table to reference or save for myself.

Microstrategy won’t die, but the bull market won’t come. Selling coins again to keep things going… $BTC

MicroStrategy dumped… $BTC

Major negative catalyst: Saylor’s Strategy sells 225 million USD worth of $BTC . Institutional coin-buying faith is wavering. Large sell orders directly bring short-term selling pressure, and the market weakens under pressure.

A vicious cycle: the harder it is sold, the more it falls; the more it falls, the less it can pay the interest. The less it can pay interest, the more it gets sold. A death spiral....

📝 Go Long – $FOGO

📍 Entry: 0.009860–0.009944

💰 Take Profit: 0.010653 / 0.011367 / 0.012081

🛑 Stop Loss: 0.009315

📌 Rationale: MEME narrative asset, contract ignition early stage; 24h holding price up 5.5%, 6h volume surged 190.6%, and positions across multiple timeframes rise in sync; fees are neutral with no overcrowding—go long following the trend.

📝LONG – $FOGO

📍Entry: 0.009860–0.009944

💰TP: 0.010653 / 0.011367 / 0.012081

🛑SL: 0.009315

📌Reasons: Meme narrative token, early futures ignition; 5.5% 24h OI growth, 190.6% 6h volume expansion, rising multi-period OI; neutral funding rate, follow bull trend long.

📝 Long – $KAS

📍 Entry: 0.030300–0.030568

💰 Take profit: 0.03342 / 0.03630 / 0.03918

🛑 Stop loss: 0.02861

📌 Rationale: Long-term range-bound consolidation at a low level for buildup. The 24h holding volume is up 20.1%, and the 6h trading volume has surged by 202.4%. Fees are neutral with no overcrowding—go long in line with the trend.

📝LONG – $KAS

📍Entry: 0.030300–0.030568

💰TP: 0.03342 / 0.03630 / 0.03918

🛑SL: 0.02861

📌Reasons: Long-term sideways bottom accumulation, 20.1% 24h OI growth, 202.4% 6h volume surge; neutral funding rate, follow bull trend long.

$ATH
Trading volume surges by 6.8x as the market keeps rising. The futures contract depth negative funding rate indicates that the shorting positions are extremely overcrowded. Shorts continue paying interest, which makes it easy to trigger a short squeeze and drive a rapid upside surge—go long directly against the trend.

$TRIA Go long

On Binance funding rate, switch to long positions: the premium has surged; by volume spiking dramatically, new long capital flows in. With strong upward momentum, directly look for longs.

$NMR
Go long

By, OK contract full-depth negative funding rate; short positions are crowded, open interest continues to surge, and shorts have to pay interest every day—this is an extremely crowded short structure.

The spot market has only seen a mild downward drift; there hasn’t been a large-volume sell-off. With so many shorts piled up, they’re likely to collectively close positions and drive a rebound. Therefore, it’s better to go long as a reverse bet.

The sector is AI—the leading hedge fund, with a real-model pledge-and-destroy economic model. The long-term fundamentals are solid.

$GWEI ：Short sell

Spot large-amount funds show net outflows, contract depth has a negative funding rate, and trading volume surges dramatically. In the short term, sell pressure is convincingly dominant, with sufficient downside momentum.

Look bullish $JASMY

The spot prices are holding steady without dropping. On the futures side, the short sellers have been squeezed out—staying short means you have to keep paying interest.

In this kind of situation, it’s very easy for the shorts to be unable to hold on and collectively close positions to push the price up. Also, the project itself has a solid foundation in the IoT sector.

Galaxy Monitoring: The early $BTC wallet that went to sleep for 15 years has been moved out 30 coins. This address has been included in the New York dormant Bitcoin verification lawsuit;

The case involves 3.7 million ancient BTC, with large holders concentrating to transfer assets in a bid to hedge risk.

#BTC

The Federal Reserve this week purchased nearly $10 billion in short-term U.S. Treasury bills to inject liquidity and provided technical replenishment to ease market funding stress, offering macro-level support to crypto risk assets.
$BTC $ETH $BNB
#BTC

Binance $XRP scarcity index 0.77, refreshed to a high point since mid-2024. The exchange’s spot supply is tightening; near-term selling pressure has eased. The EU MiCA compliance is a positive for the long-term narrative.

#XRP

On-chain monitoring: the giant whale extracted 3,556 units in two installments, $BTC ($223 million) transferred out to Trade Republic. The associated cold wallet was used to test the transfer in advance. A typical long-term coin-hoarding behavior that reduces sell-side pressure in the market.

#BTC

📝LONG – $PYTH

Entry: 0.042800–0.043100

TP: 0.04479 / 0.04663 / 0.04847

SL: 0.04125

Reasons: Top high-frequency oracle token, 47-day sideways consolidation; 70.4% 30-day OI growth proves long-term capital accumulation; 325.5% 6h volume surge strengthens futures ignition; zero funding rate eliminates crowded position risk, follow bull trend long.

📝 Long – $PYTH

Entry: 0.042800–0.043100

Take Profit: 0.04479 / 0.04663 / 0.04847

Stop Loss: 0.04125

Logic: A high-frequency prognosticator track (top-related) asset; it has been consolidating and building a base for 47 days. Over a 30-day holding period, the cumulative gain is 70.4%. Medium-to-long-term capital has been continuously positioning. The 6h trading volume surged by 325.5%, and the contract ignition has strengthened. The funding rate has dropped to zero with no crowding—go long following the trend.