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$SAND looks fierce after today’s big bullish candle, but the security situation deserves much more attention than the price action. 📈 Technically:
SAND pushed above the upper Bollinger Band and reached around $0.071, showing strong short-term momentum. But the $0.072 area is close to previous resistance, while the move from around $0.042 has already been very aggressive. ⚠️ The bigger issue is the security incident. On August 22, attackers exploited SAND’s cross-chain infrastructure on Base and#Anthropic拟11月启动IPO，目标于感恩节前上市
🔥 Anthropic is going public! The goal is to ring the bell before Thanksgiving, that's pretty fast.
But what does this have to do with the coins we hold? In one sentence: Giants are raising funds crazily, and the crypto space continues to be short on liquidity.
AI giants are now not only attracting money in the primary market but also raising funds in the secondary market. There is already so much hot money globally, and when these giants siphon it off, the liquidity flowing into the crypto space naturally becomes even less. Those coins purely riding the "AI concept" will only have a harder time ahead.
However, in the short term, this news can bring some emotional stimulus to the crypto AI sector, after all, the market likes to hear stories about "AI commercialization landing." But don't get carried away.
Looking back at the broader market, BTC just experienced a rally near 86,000, but ETF funds are starting to cool down, plus tonight's non-farm payroll data is looming overhead, the macro environment (US Treasury yield at 5.6%) remains tight.
In terms of operations:
Don't get led by the news, don't chase high on AI concept coins.
Hold your spot positions firmly, and be sure to control your contract trades.
Hold your USDT tight, wait until all macro risk zones are cleared and the market really dips to a bottom, then go pick up bargains.
The giants are feasting, we retail investors should first protect our principal. ⚡️
Do you think Anthropic going public will have a driving effect on the crypto AI sector? 👇#SEC Chairman Atkins says will advance clarity on on-chain fundraising rules
SEC pushed nine crypto rules in eight weeks, but only four are really usable now.
▪️ Since 8/18, SEC and CFTC have taken nine actions covering almost every step from fundraising to custody
▪️ The four currently usable ones: tokenized stock innovation exemption, passive software no-action, record-keeping FAQ, clearinghouse registration
▪️ Three still awaiting final rules, Regulation Crypto Assets comments due 10/20, final rules expected in Q1 2027
▪️ One still under White House review, RIN 3038-AF80, content not yet disclosed
The disagreement isn’t about the number of actions, but that only four of these nine are actually implementable now.
Atkins said custody rules were written before the internet. The 10/1 version offers two paths: state-chartered trust companies as default, advisor self-custody as exception, with quarterly re-certification required.
Bitwise’s Hougan calls this round "trading long-term certainty for faster rules." It’s fast, but few can really take off. Rules aren’t legislation; a new administration can overturn them.
Among these nine actions, which do you think will be implemented first? BTC shows a new key price level change: the $84,000 support has been briefly broken.
At around 01:58 on October 3rd Beijing time, two recent market queries both returned about $84,150, with an intraday low of $83,923. This is about a 0.6% drop from the previous $84,664 and about a 3.4% decline from the intraday high of $87,071.
Bearish judgment: all gains after the non-farm payrolls have been mostly retraced, indicating obvious selling pressure near $87,000; meanwhile, US Treasury yields remain high, limiting BTC's rebound. However, the market source did not provide the exchange or precise timestamp, so eight-platform synchronization confirmation is not yet complete.
Next observations:
* Whether it can quickly recover and hold above $84,000–$84,100; if so, the break may be false.
* If it continues below $84,000, the next significant support is seen at $82,500.
* It must retake $85,000–$85,700 for the short-term structure to be considered improved. $BTC