sell

Capital Economics believes that the sell-off of U.S. Treasuries is mainly due to changes in market expectations for interest rates in the near term. Economist James Reilly pointed out that the 10-year U.S. Treasury yield is close to its 2007 peak, reflecting rising oil prices and a strong U.S. economy, rather than being driven by AI bond issuance or fiscal concerns. Reilly expects the 10-year U.S. Treasury yield to fall to 4.25% by the end of 2027.

According to on-chain analyst Ember (@EmberCN), Pump.fun transferred $8.11 million in fee revenue to Kraken 2 hours ago, including 47,995 SOL (approximately $5.83 million) and 2.28 million USDC.

According to Lookonchain monitoring, a certain early AAVE whale sold 30,000 AAVE at an average price of $147 over the past two days, with a transaction amount of approximately $4.41 million.

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.

A team led by JPMorgan analyst Nikolaos Panigirtzoglou released a report on Wednesday stating that Bitcoin recently surpassed the estimated production cost of approximately $85,000. The report noted that Bitcoin had been below this estimated average production cost for 280 consecutive days before breaking above it during this week's rebound, briefly trading above it before slightly retreating, at around $84,100.The analysts indicated that historically, production costs have acted as a soft floor for Bitcoin prices. When prices remain below this level for an extended period, miners with high electricity and equipment costs may become unprofitable. The last time Bitcoin was below the estimated production cost for a similar duration was in 2018, lasting about 224 days, during which the price drop prompted high-cost miners to shut down, leading to a decrease in Bitcoin network hash rate and mining difficulty.The analysts stated that the mining industry today is larger and more industrialized than in 2018, but the same adjustment mechanism still applies, namely the exit of high-cost miners. If this new situation can be maintained, it should provide relief for Bitcoin miners, thereby reducing their risk of being forced to sell.

Renowned trader Bonk Guy responded to criticisms regarding long-term holding of tokens and not choosing to sell, stating that long-term holding of high-confidence assets is part of his trading strategy, and he does not believe that one must sell after a significant price increase.Bonk Guy indicated that PONS is the most promising utility token in his portfolio, currently valued at approximately 400 million dollars; USELESS is his most favored meme coin, currently valued at around 270 million dollars. Neither has reached 1 billion dollars, while some meme coins and protocols that performed strongly in the previous cycle had market capitalizations exceeding 4 billion to 5 billion dollars, which is why he has chosen to continue holding them.

According to three informed sources, the real-world asset tokenization platform Ondo Finance was recommended to potential buyers after founder and CEO Nathan Allman passed away this year. Two sources stated that the relevant contacts occurred after Allman died on May 25. However, it remains unclear who is driving the sale of Ondo Finance.In early August, Allman's estate management filed a lawsuit against Ondo's acting CEO Ian De Bode, accusing him of illegally seizing control and funds of the company, leading to a fierce battle for corporate control. Allman, who died at the age of 32 without a will, left uncertainty regarding the ownership of his controlling shares and a large number of ONDO tokens. After the probate process, his estate was awarded to his parents, Kathleen Allman (77) and Lawrence Allman (82). According to the current court order, De Bode continues to serve as CEO and is responsible for daily operations, but he is not allowed to make significant changes to the company until the control dispute is resolved. One informed source stated that the escalating control litigation is likely to put any sale plans on hold.An Ondo spokesperson denied that the company was seeking buyers, stating that the claims regarding a potential sale are completely false, and that no one in the company has pushed for a sale, participated in sale negotiations, or requested others to do so on their behalf. Ondo was founded in 2021 by former Goldman Sachs executives, is headquartered in New York, and offers tokenized U.S. Treasury bonds and stocks, with product scale exceeding $3.8 billion.

According to on-chain analyst @ai_9684xtpa's monitoring, the address withdrew 4088.5 ETH at an average price of $2727.26 between September 21 and 23. After the market correction, the address deposited all ETH into Binance one hour ago, worth approximately $10.8 million; if sold, it would incur a loss of $342,000.The last round of swing trading for this address lasted 1 month, yielding a profit of $1.515 million.

The bond sell-off in the Eurozone has re-emerged, pushing yields to multi-year highs. Rising oil prices and strong economic data have reinforced market expectations for the European Central Bank to further tighten monetary policy. The yield on Germany's 10-year government bonds rose to 3.575%, marking a new high in over 17 years. Brent crude oil prices have returned above $106 per barrel.

Market news indicates that Powerlaw is considering a strategic sale of part of its SpaceX shares to raise funds for dividends, tax distributions, and new private market investments.

According to on-chain analyst Ai Yi (@ai_9684xtpa), a whale with a heavy investment of 4.5 million dollars in Robinhood Meme and DeFi leader has liquidated PONS tokens, with a selling pressure of 3.67 million dollars driving the price down by 4%, from 0.6968 to 0.6688 dollars.During the period from 14:21 to 15:17 today, the whale sold 5.338 million PONS at an average price of 0.6779 dollars, worth 3.67 million dollars. PONS was originally the largest asset on this address, with an acquisition price of about 0.7154 dollars, resulting in a loss of approximately 200,000 dollars from this sale.

According to Lookonchain monitoring, a certain whale bought 788,000 UNI at a price of $6.26 six days ago, worth $4.93 million, and later sold it at a price of $8.85.

Bitcoin News posted on the X platform that Bloomberg senior commodity strategist Mike McGlone stated that U.S. Treasury bonds with a 5% yield now have the value to sell Bitcoin for allocation.

According to SoSoValue data, as of 8 AM Eastern Time on September 21, 2026, last week, global publicly listed companies (excluding mining companies) shifted from net selling to net buying of Bitcoin, with a net purchase amount reaching $183 million in a single week.Strategy (formerly MicroStrategy) purchased 950 Bitcoins last week at a price of $79,670, spending approximately $75.7 million, bringing its total holdings to 846,000 Bitcoins, marking its first purchase in two weeks.The Japanese listed company Metaplanet did not purchase any Bitcoin last week, marking ten consecutive weeks without purchases.Additionally, two other companies announced Bitcoin purchases or holdings last week. Ethereum asset company Bitmine announced the purchase of 1 Bitcoin after 8 AM Eastern Time on September 14, without disclosing the specific purchase amount, bringing its total holdings to 212 Bitcoins; asset management company Strive announced on September 21 that it spent approximately $108 million last week to purchase 1,355 Bitcoins at a price of $79,475, bringing its total holdings to about 26,355 Bitcoins.As of the time of publication, the total amount of Bitcoin held by the global publicly listed companies (excluding mining companies) in the statistics is 1,156,080 Bitcoins, an increase of 2.67% compared to last week, with a current market value of approximately $9.865 billion, accounting for 5.8% of Bitcoin's circulating market value.

Cryptocurrency analyst @AxelAdlerJr posted that after August 19, the number of bitcoins held by long-term holders has decreased for 5 consecutive weeks, but the pace of reduction in the last 30 days has significantly slowed from 105,900 BTC on August 30 to 21,700 BTC on September 20 (nearly five times slower).In addition, the amount of bitcoins held by long-term holders decreased by 47,800 BTC last week. LTH SOPR data shows that most of them were sold at a loss.

According to monitoring by Glassnode, the 7-day moving average of Bitcoin's SOPR (Spent Output Profit Ratio) after real adjustment has risen above the breakeven line of 1.This indicator shows that most of the tokens sold on-chain are currently in profit, and the price has not immediately fallen as a result. The buying pressure can absorb the profit-taking selling pressure, which is a typical characteristic of a bull market. If this indicator remains above 1, it reflects strong demand; if it falls back below 1, it indicates that the buying strength is weakening.

The founder of Liebit Mining Pool, Jiang Zhuoer, stated in a post that after months of trading, profit in coin-based terms has reached 34%, while profit in U-based terms has reached 92%, nearly doubling. The key to profitability lies in position, trading, and currency. Market sentiment must be involved in trading to truly feel it. We are currently in a bull market cycle, and the personal default position is to hold a full position in ETH spot. Besides several recent short positions, more importantly, it is to hold a full position in spot for the long term; shorting is merely to protect the spot after it rises, reducing the downside pullback.

Multiple executives from NVIDIA disclosed stock trading situations to the U.S. SEC, including 5 executives, such as CEO Jensen Huang, who collectively sold nearly 150,000 shares of the company. Among them, Jensen Huang sold approximately 46,000 shares at a transaction price of about $212 per share.Most of the transactions were related to the tax treatment of restricted stock vesting and were not proactive reductions.

According to data from Statistics Canada, Canadian investors net sold $31 billion CAD worth of U.S. stocks in July, setting a record for the highest monthly amount, primarily focused on stocks of large U.S. technology companies. At the same time, Canadian resident investors net sold $5.1 billion CAD worth of U.S. government bonds, marking the sixth consecutive month of reduction, bringing the total amount sold this year to $37.3 billion CAD.