Total number of active drilling rigs in the U.S. for the week ending September 26

9:01am on Monday

#MichaelSaylor暗示将继续购入BTC# Market Observation: The significant pullback on Sunday caught many investors off guard, especially due to the huge divergence between Mainstream Tokens and alts. Bitcoin started to pull back on Sunday, briefly falling below the $115,000 mark, with a daily decline of 0.16%. It is worth noting that there are only three days left until the Federal Reserve's possible interest rate cut decision. Ethereum has shown a steady performance, better than Bitcoin but weaker than Solana, and investors are closely monitoring its movements and developments during the weekdays. Solana has been the most eye-catching performer in this round of market trends, maintaining its upward trajectory even during the overall market pullback, and leading the market during the bullish trend, attracting participation from many top traders. Galaxy Digital has increased its holdings by 1.2 million SOL in the past 24 hours, with a total value of approximately $306 million. In terms of monetary policy, CME's "FedWatch" shows that the probability of a 25 basis point rate cut this week is as high as 96.4%. At the same time, political factors are also influencing the market, with Trump urging the U.S. appeals court to approve the removal of Fed Governor Cook. Sources have revealed that BlackRock executives, who hold a more aggressive stance on rate cuts, have been consistently rising in their rankings during the Fed Chair interviews. In the international market, Pakistan's cryptocurrency regulatory agency is actively inviting crypto companies to obtain licenses to serve the local 40 million users. The CEO of SOL Strategies stated that although approximately 3.6 million SOL have been entrusted so far, it still holds a weak position in the crypto treasury market. In terms of institutional dynamics, Michael Saylor may increase his Bitcoin holdings this week. Morgan Stanley's chief economist warns that U.S. tariff policies will continue to affect economic growth. Ethereum treasury company ETHZilla plans to use its existing $80 million to continue repurchasing stocks. Capital Group's investment in Bitcoin-related stocks has surged from $1 billion to over $6 billion. In addition, Pump.fun has repurchased PUMP tokens worth approximately $92.43 million. The current market situation is thought-provoking; often, the projects with strong upward momentum are difficult to understand, while those that seem reasonable are declining. This reminds investors that they need to adjust their cognition and strategies, as the key to success lies in adapting to the market rather than expecting the market to conform to their judgments.

Moonbirds mystery boxes move higher. Big buyers are moving into cases. Trading up > 100% over the mint price just 2 days ago. Physical collectibles meta is just starting to kick off. Don't let the plebs psyop you. You're early if you're reading this.

REMINDER🚨 FED CHAIR POWELL SET TO CUT RATES IN THE NEXT 72 HOURS!

#大型机构积极购入以太坊# Recently, the Crypto Assets market has experienced a significant pullback, with noticeable differences in performance between large and small coins. Bitcoin began its pullback trend on Sunday, briefly falling below the 115,000 USD mark, with a slight daily decrease of 0.16%. The market is closely following the Fed's interest rate decision in three days. Ether's performance lies between that of Bitcoin and Solana, with market participants awaiting its performance direction during the weekdays. Solana has performed exceptionally well in this round of market trends, maintaining an upward momentum even during the overall market pullback, and leading the market when it rises broadly, attracting numerous top traders to join. Notably, Galaxy Digital has increased its holdings of 1.2 million SOL in the past 24 hours, valued at approximately $306 million, demonstrating strong institutional interest in SOL. Additionally, according to the CEO of SOL Strategies, approximately 3.6 million SOL have been entrusted, but there is still room for development in the crypto assets treasury market. Regarding the Fed's policy outlook, CME's "Fed Watch" indicates a 96.4% probability of a 25 basis point rate cut this week. On the political front, Trump continues to urge the U.S. appeals court to approve the dismissal of Fed board member Cook. Meanwhile, reports suggest that BlackRock executives, who are more aggressive in their stance on rate cuts, have been rising in rank during the Fed chair interviews. On the international market front, Pakistan's crypto regulatory agency is inviting crypto companies to apply for licenses to serve the local 40 million users, showing an increasing openness of emerging markets towards crypto assets. Michael Saylor has once again released Bitcoin tracking information, and the market expects that he may increase his Bitcoin holdings this week. The chief economist at Morgan Stanley warns that U.S. tariff policies will continue to impact economic growth. In terms of institutional fund flows, the Ethereum treasury company ETHZilla plans to continue repurchasing shares using the existing $80 million; Capital Group's holdings in Bitcoin-related stocks have surged from $1 billion to over $6 billion; Pump.fun has cumulatively repurchased approximately $92.43 million worth of PUMP tokens. The current market conditions are thought-provoking, as on-chain performance shows a divergence from traditional perceptions, and the rise and fall logic seems to have changed. This reminds investors that they need to adjust their own understanding to adapt to the market, rather than expecting the market to align with their expectations.