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Cryptocurrency analyst Ali posted on platform X, stating that ETH seems to be forming a bullish trend on lower time frames, as long as $2640 continues to act as a support level, this pattern remains tilted towards the bulls.Ali further pointed out that the current focus is on the $2700 level. If ETH closes above $2700 on an hourly basis, it may confirm an upward breakout and open up further space to test $3000.

According to on-chain analyst Specter, North Korea is laundering funds across multiple chains, including underlying chains such as dYdX, Noble, and Osmosis, and has opened perpetual contract positions on dYdX.

Analyst Darkfost pointed out that the MVRV ratio (Market Value to Realized Value ratio) of short-term holders (STH) of Bitcoin has risen to its highest level since November 2025. This increase was driven by the price breaking through the short-term holder cost benchmark of approximately $73,100, significantly enhancing market momentum between August and September.The current MVRV ratio is 1.15, indicating that short-term holders are, on average, in a 15% profit state, and their holding market value has exceeded the realized value. This level is worth close attention, as it may prompt short-term holders to take action, especially to realize profits.

CryptoQuant analyst Axel Adler Jr. stated that the price of Bitcoin is currently around $83,000, with the outflow rate of Bitcoin from exchanges reaching its fastest level since October 2025.On-chain data shows that as of September 27, the average daily net outflow from exchanges over the past 7 days has reached 16,100 Bitcoins, reflecting a contraction in the supply of chips on exchanges.

According to on-chain analyst Wazz, there is an organized chain of Rug Pull and fund extraction gang on Robinhood, which has been associated with 53 token issuances in the past two months. The directly traceable extraction amount has reached 18.43 million USD, and the actual amount may be higher.It is reported that the gang's methods are highly systematic: the funds raised from each issuance will flow into the launch wallet of the next issuance within seconds, forming a chain of funds; each issuance is bundled with 70-200 wallets to capture over 70% of the supply, mostly issued through the Pons V2 platform.In addition, the gang also creates "fake issuances" to hype up before the official issuance, harvesting market sentiment in advance, and then publishes the real contract address to maximize extraction profits. The token under investigation, $DEED, even failed to make it into the top ten of the extraction amounts.

Crypto analyst Ali posted on platform X, stating that Dogecoin has currently reached an important resistance area of about 0.098 USD, with approximately 28 billion DOGE traded around this price level. Meanwhile, the whales continue to accumulate.In the past 96 hours, large holders have cumulatively bought over 1.14 billion DOGE, worth about 112 million USD. Ali added that the whales seem to be positioning themselves for a breakout of DOGE above the current resistance level.

According to CoinDesk, analyst Michael Terpin predicts that Bitcoin will break through the $120,000 mark before the halving in 2028 (most likely in the fourth quarter of 2027).

On-chain analyst Darkfost posted on X, stating that since June 2026, the total market capitalization of altcoins, including ETH, has attracted over $371 billion in inflows, an increase of about 45%.Meanwhile, approximately 87% of altcoins on Binance are currently above the 200-day moving average, while about 80% of altcoins were still below this average in August of this year. Darkfost believes this reflects a significant recent concentration of funds into altcoins, while market sentiment has shown signs of overheating to some extent, and attention should be paid to whether the subsequent momentum can be sustained.

Cryptocurrency analyst Darkfost stated on the X platform that based on the inflow of BTC from long-term holders (LTH) to exchanges, during the market peak in March 2024, LTH were most active in the bull market phase, with daily inflows to exchanges exceeding the annual average by more than five times.In contrast, LTH were relatively calm during the peak in 2025, and as the bear market began, their activity significantly increased, with the annual average daily inflow of BTC rising from about 600 to around 1000. As the market approached the bear market bottom, the inflow on certain trading days far exceeded the annual average, which aligns with the situation where previous high-level buyers realized increased losses.Darkfost noted that currently, LTH-related activities are gradually cooling down, with inflows to exchanges still significantly below the annual average, indicating a change in their behavior, and the market is becoming more rational.

CryptoQuant analyst Axel Adler Jr. stated that the 30-day moving average of the adjusted MVRV crossed above its 365-day moving average on August 20, indicating that Bitcoin entered an early bull market phase, with a price at that time of $71,255. This phase lasted for 31 days, during which Bitcoin rose by 13%.

Cryptocurrency analyst Ali posted on platform X, stating that in the past five days, XRP whales have accumulated over 470 million XRP, worth approximately 724 million dollars.At the same time, the daily chart of XRP continues to form a "head and shoulders bottom" pattern, indicating that a bullish breakout may be approaching.

CryptoQuant analyst Darkfost stated that a recent paper explored the possibility of implementing privacy transactions on Bitcoin, characterized by the ability to achieve this directly on Bitcoin L1 without the need for a soft fork, making privacy transactions a native feature.Darkfost mentioned that he is not a developer and lacks the relevant technical background, but this idea is quite appealing. He believes it could be an important direction for Bitcoin's evolution according to Satoshi Nakamoto's original vision, while potentially diminishing the appeal of privacy projects like Zcash and Monero.

Analyst Darkfost stated that Bitcoin long-term holders (LTH) currently have an realized profit level of about 72%. Although they are in a profitable state, there is still a significant gap compared to previous market peaks.In comparison, in December 2024, LTH realized profits once approached 350%. Darkfost believes that long-term holders are currently in a relatively moderate profit-taking phase, similar to the levels during the last bear market, so most LTH may prefer to continue holding rather than cashing out on a large scale at this stage.

According to Bitcoin Magazine, Bloomberg ETF analyst James Seyffart stated in a video interview with Bitcoin Magazine that trillions of dollars in advisory wealth are currently on the sidelines, and a slight increase in allocation could bring substantial new demand for Bitcoin ETFs. He mentioned that the daily inflow of funds into Bitcoin ETFs once approached $1 billion.James Seyffart pointed out that strict rules from large brokerages like Morgan Stanley and JPMorgan are still limiting financial advisors from purchasing Bitcoin ETFs for their clients, with the target allocation being too low as the main constraint. Many advisors have previously chosen to wait for the bear market to end before entering the market. He emphasized that approximately $30 trillion to $40 trillion in advisory wealth is a long-overlooked data point.He also discussed the cost benchmarks for Bitcoin ETFs, whether ETF fund flows can truly drive Bitcoin prices, who is selling between spot holders and ETF investors, the closing of hedge fund Bitcoin basis trades, and whether Bitcoin ETFs are expected to surpass gold ETFs. He believes the impact of the four-year cycle is diminishing, and Bitcoin is increasingly viewed as a risk asset.

Killa posted on platform X, stating that it believes the bottom for Bitcoin has already appeared. From the current level to $126,000, the maximum pullback in this bull market is expected to be around 10% to 15%. If Bitcoin forms a local high near $87,000 before further dropping to just above $70,000, that area may become the bottom for Bitcoin; if it reaches the relevant price level, it will significantly increase the continuation of the upward trend for long positions.Killa stated that Bitcoin is currently testing a key area near $80,000. If it can hold the previously broken range high, the upward trend may continue; it will only consider shorting near $90,000.

CryptoQuant analyst Darkfost stated that the cost basis of short-term holders (STH) of Bitcoin has confirmed a crossover above the cost basis of active long-term holders (LTH), indicating a shift in market momentum. Based on this, he judges that the Bitcoin bull market has been confirmed. This is the 5th occurrence of this signal in history, but he emphasized that there is still a possibility of misjudgment regarding the relevant indicators."Active LTH" is defined as long-term held supply that has moved at least once in the past 7 years, to exclude long-term dormant or illiquid BTC. Currently, over 3.5 million BTC that have been held for more than 10 years remain dormant, with this portion of supply increasing by an average of about 8,000 to 30,000 BTC per month. Since 2019, this indicator has only shown negative growth once, due to an early miner reactivating and transferring about 100,000 BTC, which is considered a relatively isolated event. Darkfost believes that this signal currently reflects positive changes in the Bitcoin market, with ETF liquidity inflows being one of the driving factors.

In the seventh live broadcast of the Huobi Expert Lecture, HTX Research asset analyst WZ pointed out that in the past, people were accustomed to explaining Crypto with Crypto, but today, the variables that determine the next phase of Crypto are increasingly occurring outside of Crypto. This marks a new pricing cycle that Crypto is entering.On the policy level, WZ believes that although the Clarity Act, which has systematic characteristics, is hindered in the Senate due to the need to secure bipartisan votes and issues involving the Trump family's interests and stablecoin profit distribution, U.S. crypto regulation has not stalled. For instance, the SEC recently released an "innovation exemption" plan that allows compliant institutions meeting certain conditions to tokenize specific stocks, accelerating the integration of traditional finance and crypto.On the macro level, WZ stated that the situation in the Middle East and the blockage risk in the Strait of Hormuz have raised the "risk premium" of crude oil. Rising oil prices can trigger inflation expectations, which in turn affect U.S. Treasury yields and global liquidity. When energy prices remain high and interest rates stay elevated, the upward potential for risk assets like Bitcoin may be constrained.WZ also pointed out that in this cycle, the direct inflow and outflow of ETF funds have changed the traditional logic of capital overflow, making a "general rise" pattern for altcoins difficult to achieve. However, in the new cycle, assets with a "new narrative" and strong consensus will still experience independent upward trends.

Huobi HTX Chief Analyst Cloud stated that Bitcoin quickly rebounded after hitting the bottom under the dual pressure of interest rate hikes and the obstruction of the Clear Act, with a weekly increase of about 16%, rising to $87,307 during trading on September 21 (Huobi HTX spot price), reaching a new high since January. This round of increase is driven by three forces: the net inflow of about $1 billion into the U.S. spot Bitcoin ETF on September 21, the largest single day of the year; short positions being liquidated for about $650 million within 24 hours; and falling oil prices leading to a cooling of inflation expectations. Compared to last week's rebound, which was mainly driven by passive replenishment, this week saw a relay of spot buying.Whether the trend can continue depends on two points: whether ETF inflows can shift from a single-day pulse to a continuous trend, and whether leverage can be maintained at a non-overheated level. Currently, the funding rate is about 0.01%, in a neutral range, but the open interest of Bitcoin contracts has risen above $61 billion. If the capital weakens, high leverage will amplify the pullback. Market sentiment has entered an extreme greed zone, which historically has often been a precursor signal for short-term trend reversals. Technically, $87,500 is the resistance above, while the first support zone is between $84,000 and $85,000. The trend has conditions for continuation, but the highest risk of short-term volatility also occurs during the hottest phase of sentiment.Note: The content of this article is not investment advice and does not constitute any offer, solicitation, or recommendation of investment products.

Bitcoin on-chain analyst Willy Woo stated that this round of movement seems to have room for growth in the next 2-4 weeks, after which it will enter an overbought phase and need to cool down.He also mentioned that from the end of August to mid-September, the oscillation indicator showed cooling while prices remained strong, indicating that buying demand overcame short-term profit takers.

Analyst Killa posted on platform X, stating plans to hedge 50% of his Bitcoin exposure in the range of $89,000 to $94,000, marking his first short position in months.Killa mentioned that, as he stated 1 to 3 days ago, he previously had no intention to short the same high point that continued to consolidate below him; if the price stabilizes above $97,000, this hedging strategy will become ineffective.