Orbit: Crypto Community Feed

$OKB is really strong. Last night, $BTC dropped 2 points before the CPI data release, but OKB was basically unaffected and even rose, showing an independent trend. 1. A few days ago, after the non-farm payroll data boosted rate cut expectations, OKB surged 10%. The normal profit-taking correction from the day before yesterday has ended, and judging by the current momentum, it clearly wants to push higher again. 2. From the current perspective, as long as the price doesn't fall below 88, the overall trend remains upward. Moreover, this is an independent trend relying only on the broader market, X Layer, and the OKX ecosystem. Although it will be affected by the CPI data, it has the potential to maintain an independent trend. 3. Friends who haven't bought OKB can consider building some base positions; there will be opportunities to perform. But don't hold too heavy a position. Those who want to accumulate can choose the low points when everyone is panicking. I previously accumulated some OKB by participating in the flash earning event, so now I feel completely at ease. #财报观察员：AI基建财报接力登场

I've always had a conflicted feeling about the CRV coin. Saying that no one uses Curve anymore isn't quite right. It still manages over a billion dollars in funds and generated about $2.06 million in fees in the last 30 days. Among a bunch of old coins left with only communities and roadmaps, this counts as a solid business. But to say CRV is severely undervalued, I don't dare to conclude that quickly. CRV is currently around $0.26, up about 27% in a week. Many people see that it used to be over ten dollars and think it's ridiculously cheap now. But a low coin price doesn't equal a low valuation. CRV currently has a circulating supply of about 1.547 billion, a total supply of about 2.409 billion, and a theoretical max supply of 3.03 billion. Comparing today's CRV price directly with historical prices under early supply conditions isn't very meaningful. I think the real problem with CRV has never been whether Curve has business. It's whether the money Curve earns can sustainably translate into CRV's value. Simply holding CRV doesn't automatically grant protocol revenue. You need to lock CRV into veCRV to gain governance rights and corresponding fees; the maximum lock period can be up to four years. The advantage of this design is that those willing to lock long-term are more tightly aligned with the protocol's interests. The downside is obvious: the mechanism is too complex, making it hard for ordinary people to have a "buy and hold" experience. Plus, CRV emissions have always existed; while the protocol generates income, it also needs to incentivize liquidity with tokens, which easily leads to a situation where the business is good but the coin price disappoints. So now when I look at CRV, I'm not too concerned about when it will return to $1. I'm more focused on three things: Whether Curve's real income can continue to grow; Whether crvUSD can become a stable source of business; Whether the growth rate of protocol income can gradually surpass token incentives and supply pressure. Also, security risks can't be ignored. In March 2026, the sDOLA/crvUSD LlamaLend market still experienced an oracle manipulation event, causing about 822,500 crvUSD borrower equity losses. My view is simple: Curve is not a dead protocol, and CRV is not a bargain you can understand at a glance. It has products, users, and income. But it also has emissions, lock-up thresholds, complex governance, and security risks. If in the future Curve can rely less on "issuing tokens for liquidity" and more on trading fees, lending, and crvUSD to sustain itself, CRV might truly see a value reappraisal. Until then, I'm willing to pay attention. But I won't automatically think that the current 26 cents is a golden opportunity just because it was over ten dollars before. The biggest fear for old projects isn't that no one remembers them. It's that everyone remembers how glorious they once were but no one seriously calculates how much they actually earn today. $CRV #Curve #DeFi #Ethereum #CryptoMarket

When $BICO was around 0.041, it looked stable and I wanted to enter a long position. Luckily, I decided to wait until Thursday to confirm the news before entering, otherwise I would have been holding through a rise now. 😂 Originally, yesterday I planned to clear my altcoin short positions and enter $SNDK, but after the 9:30 opening, I was waiting for a spike. I expected the price to be around 90, but unexpectedly it hit 95 and then shot up directly, not dropping at all. I kept waiting, but the price kept going up, so I had no choice but to chase in. This entry point was 3 or 4 points away from my expectation, which was uncomfortable and made me give up on clearing my altcoin positions. (This time I was really greedy!) Now the profit from $MUBARAK is also considerable, so depending on the situation, I can hold it for a while. The unfortunate part is that I didn’t really participate in the end of beat! I only opened a long and short position around 1.3, and didn’t find any other opportunities afterward. Also, $cap just won’t go down, it seems to have some momentum, so I set a breakeven stop loss. Here’s a summary of my current holdings: mubarak, cap, short gold positions, eth, and long positions in $SNDK.

Pakistan hints at "US-Iran close to reaching an arrangement" — the geopolitical powder keg instantly cools down, crypto bulls breathe a sigh of relief!!! Key summary: 1. Signal of situation reversal: Pakistan's official statement says the US and Iran are "close to reaching some kind of arrangement," sharply contrasting with Trump's previous tough "three strategies," leading to a rapid easing of geopolitical tension expectations. 2. Oil price under pressure, risk appetite rises: Concerns over the Strait of Hormuz blockade ease, strengthening expectations of crude oil falling back from the $82 high, marginally reducing inflation pressure, which is overall positive for risk assets. 3. Impact on BTC (Bitcoin) and ETH (Ethereum): · Short-term bullish: Geopolitical cooling + expected oil price decline = risk sentiment recovery. BTC is expected to break free from the sideways struggle around 64000 and attempt to test the resistance zone at 64300-64500. · CPI remains the ultimate judge: Geopolitical easing reduces "stagflation" worries, but Wednesday's CPI data is the real directional trigger. If CPI is weak, the probability of BTC breaking through 65000 significantly increases; ETH is expected to rise in sync, challenging the 1900-1920 range. · ETH has greater elasticity: When risk appetite returns, ETH, as a high-beta asset, usually leads BTC gains. If BTC holds above 64500, ETH may accelerate toward the upper resistance. · Beware of "buy the rumor, sell the fact": Currently, this is only a verbal signal of "close to reaching an arrangement." If the formal agreement is delayed, the rebound may be short-lived, so chasing highs requires caution. In short: The geopolitical tension has eased, allowing crypto bulls to catch their breath for now — but don't celebrate too early, CPI is the "real boss" deciding the direction. Watch if BTC can break out with volume above 64500, and ETH needs to hold 1900 before talking about 2000. 🔥 $BTC $ETH

🚨 @Pumpfun MAY BE LOCKING UP $SOL FASTER THAN SOLANA IS BURNING IT. The numbers are pretty interesting: • 🪦 Dead pools hold roughly 19 $SOL each • 📊 Around 26,467 graduations since March • 💰 That represents roughly 511K $SOL , or about $39M • 📅 At the current pace, that’s approximately 1.23M $SOL per year • 🔥 Solana’s actual burn rate is only around 237K $SOL annually And here’s the important distinction: This $SOL hasn’t been permanently removed from supply. It’s still circulating — it’s simply sitting inside roughly 414,055 pools that are effectively inactive. That adds up to around 4.7M $SOL, or approximately 0.81% of total supply, sitting idle. That’s potentially 5x Solana’s annual burn rate. So while Solana’s burn mechanism gets attention, another form of supply absorption is happening quietly through inactive liquidity pools. 👀 Not burned. Not gone. Just sitting there. $SOL #AIInfraEarningsWatch #CPIToResetFedBets

The market once again proves: the main force is very cunning. Clearly, ETH looks like it's about to break through, and SOL is also moving up, but then suddenly it gets pushed down. So the position strategy I've been emphasizing before should not be messed with: Hold 90% ETH spot. Hold 10% SOL spot. Let the main force mess around by themselves. If the current script continues, August will have only two possible paths: First two weeks adjust, last two weeks rally; Or first two weeks rally, last two weeks adjust. But my monthly line judgment remains unchanged: Slight rise in August, ETH around 2000 by the end of the month. Because the entire Q3 is an upward quarter, but it’s impossible for July, August, and September all to have big gains. ETH has already clearly risen in July, so August looks more like a consolidation month. The real next clear upward attack, I still look to September, with a single-month increase of over 20%. The current script remains unchanged.

ETH 1870, I'm starting to buy in. Today ETH dropped back to 1870, compared to above 1900, the risk-reward ratio is much more comfortable. My staggered plan: 📌 First batch: 1860—1880 (already reached) Position 30%. If 1860 doesn't break down with volume, start buying. 📌 Second batch: 1810—1840 (preferred range) Position 40%. If BTC retests 63,000 and drags ETH down, add main position here. 📌 Third batch: 1750—1790 (reserved for panic/CPI) Position 30%. If it really drops below 1800 without major negative news, buy all. Upside targets: 1900—1920: first resistance. If it holds above 1920, short-term turns strong, then look at 1960—2000. Core judgment: 1870 is buyable, but around 1820 is more comfortable. ETH fundamentals are not bad, just BTC weakening + funds unwilling to chase high before macro data. Today's strategy: don't chase the rebound, buy the pullback in batches. #本周三CPI公布，9月加息定价会改写吗？ #交易之声：你的经验值得被听到