Orbit: Crypto Community Feed
Oh wow, today's market is really like fire and ice, it's shocking to watch.
Let's first look at the gainers: $EDEN surged nearly 60%, with capital pouring into the RWA sector like smoke rising; $SNX was strong too, up 30%, with trading volume hitting 1 billion, clearly there's capital pushing derivatives here. $AEON and $AVNT also joined the party, with payments and on-chain derivatives rotating. AI-related tokens warmed up as well, with $HUS and $ZHIPU both performing well. The most outrageous was $SNDK, with a trading volume of 21 billion and a nearly 15% increase—this scale is definitely not driven by small retail investors. Meme and staking sectors also showed sporadic gains; overall, there was a broad bullish sentiment today.
But don't just look at the ones feasting, the ones getting hit are just as brutal, brothers! On the losing side, it's equally fierce. $BICO dropped 19%, with 250 million fleeing; $APRU was even worse, down 16% with a trading volume of 3.3 billion, clearly profit-taking is desperately fleeing. $BEAT also crashed 15%, the gaming and music sectors collectively collapsed. And the $DOS we talked about before, sure enough, dropped another 15%, its true colors showing once the hype faded. The Meme sector was completely wiped out, with $MUBARAK and $BOME deep in the red.
To be honest, all these big gainers today are purely driven by speculative capital groups, none are supported by fundamentals. This kind of pump means once the hype fades, it's a cliff dive; chasing in is like standing on the summit. For the losers, don't be tempted to bottom-fish, selling pressure is still continuously pouring out, and we've learned the hard way that the more you patch, the more you lose.
Also, contract volatility is ridiculously high, a random 10+ point swing can wipe out your principal instantly. The market is extremely fragmented and polarized now, so don't operate blindly based on feelings. When unsure, just take a break—it's better than losing money, right?
So, did you feast or get beaten today?
$CORE I saw someone saying that if this thing rises by dozens or hundreds of times years later, the things I said will be heavily criticized. What I want to emphasize is that even if it rises in the future, it doesn't mean much. If it rises, that is also a very normal thing; even a vapor coin has a chance to rise. However, objectively speaking, this thing has already dropped by hundreds of times, and the facts prove that what the project team said and did completely do not match the factual logic. May I ask, have all the things he said been implemented one by one? Even if not implemented, if it rises by dozens or hundreds of times, can it prove that painting a rosy picture is also a successful method? Is there any problem with the logic I am expressing now?
#CPI and PPI Cool Down Simultaneously, Interest Rate Hike Divergence Widens
【08.14 Midday Crypto News｜Brief Version】
1. Market Overview
• BTC: Fluctuating around 62900, slight 24h pullback, resistance at 63700 above, support at 62400 below
• ETH: Currently consolidating narrowly around 1790, limited 24h volatility, short-term movement follows the broader market, mainly a consolidation pattern
• Popular Altcoins: LINK slightly strengthens, SOL and DOGE fluctuate mildly, sector rotation weak, capital focuses on mainstream
2. Contract Funding (24h)
• Total liquidations across the network about ¥531 million RMB, over 24,600 liquidated positions, higher proportion of long position liquidations, frequent short-term shakeouts, frequent small-cycle spikes
• Whale Holdings: BTC whale addresses maintain high positions, exchange spot reserves continue to decline, long-term holdings solidify, but short-term incremental funds insufficient
3. Macro Highlights (Core Themes)
1. US July CPI Released: CPI year-on-year 3.4%, core CPI 2.5%, fully meeting market expectations. No major volatility after data release. Market continues to speculate on Fed's September policy path. 10-year US Treasury yield remains high, continuously suppressing risk asset valuations
2. Recent Fed officials' hawkish remarks delay rate cut expectations, a key reason the market struggles to sustain a rebound recently
4. Industry & Institutional Highlights
1. Ethereum staking rate continues to rise, hitting new highs this year. New EIP proposals spark community discussions on issuance mechanisms
2. South Korea's sovereign wealth fund KIC invests in stablecoin issuer Circle, while increasing holdings in Robinhood and reducing Coinbase, showing institutional allocation divergence
3. Trezor hardware wallet partner experienced user data leak; officials emphasize private key security unaffected, only basic user information exposed
4. Goldman Sachs completes acquisition of asset management firm, indirectly holding $1 billion BTC ETF, traditional financial institutions continue to expand compliant tracks
5. Market Summary
Currently in a macro expectation vacuum period plus existing capital competition. After CPI release, market lacks strong catalysts. Mainstream mainly range-bound and contract shakeouts. Ultra-short-term traders should prioritize waiting for key support/resistance breaks before deciding direction; avoid chasing mid-range positions.
In the past 30 days, small addresses have been reducing their holdings, while large addresses have been continuously accumulating coins. It's quite good; there is only so much Bitcoin, some people just can't hold on, and there are always those who feel their coins are not enough. $BTC
For those who continuously care about the price of CORE, here is the fourth article released in advance 【CORE DAO Long-term Value Research ④】
Where might CORE go from 2026 to 2028?
I don't like to directly predict the exact price of CORE on a specific day.
A more reasonable approach is:
Fundamentals → Valuation → Price.
2026:
The core task is to prove the product and Revenue.
Key observations:
BTC Staking
BTC LST
AMP
Dual Staking
BTCFi applications
Revenue
Buyback
If BTCFi starts to grow, CORE may re-enter the $0.05–0.30 valuation range.
2027:
The core task shifts from "proving the product" to "proving the business model."
If the following occur:
BTC Staked: 10–30K+
Revenue: $20–50M+
Buyback: $10–25M+
Then the $0.20–0.80 range begins to have fundamental support.
If BTC is strong and BTCFi becomes a mainstream narrative, $1 could be tested earlier.
2028:
The core task is scaling.
If:
BTC Staked: 40–80K
TVL: $3–8B
Revenue: $60–120M
Buyback: $30–60M
Then I believe:
CORE $0.8–2.5
can be discussed as the Base/Bull range.
If a super BTCFi cycle further emerges:
BTC $200K+
BTC Staked 80–100K+
Revenue $100M+
Buyback $50M+
Then:
CORE $2–5+
Entering a super bull market valuation is not impossible.
Conversely, if Core fails in competition and Revenue cannot grow, then:
$0.05–0.30
may still be the long-term range.
So my CORE price framework is:
Bear: $0.05–0.30
Base: $0.30–1.20
Bull: $1–2.5
Super Bull: $2–5+
These are not price guarantees but valuation maps corresponding to different fundamental scenarios.
The 2028 Bitcoin halving itself is not a reason for CORE to rise.
The real logic is:
BTC scarcity increases
↓
BTC value grows
↓
BTCFi market expands
↓
Core absorbs more BTC
↓
Revenue grows
↓
Buyback grows
↓
CORE value increases
In short:
I will not predict exactly how high CORE will go; I will observe whether Core creates the fundamentals that should correspond to that price.
This article is for personal research and opinion sharing only and does not constitute investment advice.
Saying goodbye to double-digit effortless earnings: EigenLayer enters a brutal pain period, what will the commercial closed loop of restaking rely on to land?
Recently, I chatted with a few friends who have been constantly accumulating Liquid Restaking liquidity restaking points, and everyone generally complained about the same phenomenon.
The EigenLayer ecosystem, which once boasted double-digit yields, crazy point distributions, and various AVS token airdrops in succession, has recently seen its overall yield drop steadily to a baseline range of 4% to 7%. Many friends who nested assets with multiple layers of leverage for arbitrage found that after deducting gas fees and capital costs, the actual net returns barely cover the losses.
This once hottest engine of restaking is clearly hitting a harsh wall of commercial reality.
Everyone witnessed the early frenzy, with funds flooding the entire network, pushing EigenLayer’s locked value to an astonishing scale of hundreds of billions. But no matter how high the capital stacks, it cannot hide the core contradiction of supply and demand imbalance. The market has accumulated a massive amount of restaked funds, but the number of Web2 or Web3 real-world projects willing to spend real money to purchase AVS security validation services is pitifully small.
Most of the generous early returns people received were just subsidies from the project teams crazily issuing counterfeit tokens to hype up the project.
Once the project teams in the ecosystem start tightening token emissions, or the secondary liquidity of counterfeit tokens themselves comes under pressure, the yield flywheel supported by false interest immediately stalls. Facing this awkward situation, the official side recently began adjusting strategic direction, attempting to move toward the EigenCloud concept and proposed a new plan to extract AVS protocol revenue for secondary market token buybacks.
This series of moves marks that the restaking track is forced to leave the virtual bloated period of point airdrop hype and enter a sedimentation period seeking a real commercial closed loop.
This is actually a good thing for the entire crypto ecosystem. Decentralized security services cannot forever be built on printing money out of thin air; they ultimately need to find real payers willing to pay for network security, decentralized oracles, and data availability. Only when the restaking network can continuously generate real protocol revenue at fiat currency levels and feed this revenue back to token holders and staking nodes can this track emerge from the Ponzi pain.
Finally, a question for friends: after restaking yields have been significantly squeezed dry, will you still lock your ETH in restaking protocols? Do you think the EigenCloud model can run a real commercial self-sustaining closed loop for restaking?
#BitMine成全球最大ETH质押方
📊 $DOGE DOGE Analysis Today — 08/14/2026
DOGE is hovering around $0.0701, slightly up for the day. The price is still in a sensitive zone, with no clear confirmation of a bullish reversal yet.
Short-term trend: 🟡 Neutral → slightly bearish
* 14-day RSI around 45.7: not oversold but buying pressure is weak. MACD still signals a sell.
* The $0.0695–0.0675 zone is a notable support area. If $0.0675 breaks, selling pressure could intensify.
* Near resistance: $0.0718, then around $0.074. Breaking and holding above $0.074 would significantly improve the short-term structure.
🎯 Today's scenarios
🟢 Bullish:
Hold above $0.0695 → break $0.0718 → potentially target $0.074–0.078.
🔴 Bearish:
Lose $0.0695 → test $0.0675. If $0.0675 decisively breaks, lower zones become the next target.
🟡 Most likely scenario:
DOGE continues to sideways trade between $0.0695–0.074, waiting for BTC and the overall market to determine direction.
My view: Avoid FOMO at $0.070. For short-term buying, the $0.0675–0.0695 range offers a better risk/reward ratio; only confirm strongly when DOGE breaks above $0.074 with increased volume.
$BTC That move last night startled both bulls and bears.
A sudden plunge near 64,000, hitting a low of 62,846 directly, then quickly recovering above 63,500.
Many people's first reaction was:
"A wick, the bottom has arrived."
But I actually think the worst thing now is to rush to conclusions.
Because the 1-hour structure still hasn't completely reversed.
63,600—63,800 is the immediate first resistance, while 64,000—64,500 is the real heavy pressure.
And there's a very key detail in the market:
Volume increases on the drop, volume decreases on the rise.
This indicates that funds are currently more like repairing an oversold condition rather than frantically accumulating.
So the next steps are simple:
Only by holding above 64,000 can we consider continuing to 64,500 or even 65,000.
If it falls below 63,200 again, 62,846 will most likely return.
The real bottom is never formed just because of one drop; it requires market confirmation.
Do you dare to bottom-fish now?
$CORE Many coins show an early morning increase of about 5% after reopening at midnight. Don't be fooled by this rise; some may continue to go up, but rushing in blindly at this point could get you trapped. Most have already risen by 10 to 20% and are at a high level. The 5% early morning increase you see is actually the position adjusted after reopening at midnight. If it weren't for the reopening, the position would still be at the 10 to 20% level.