News Heat Trend
Project Overview
Rally is a social wallet with support for tokens, NFTs & dapps. Rally will be the place users explore web3 with your friends, and be the one link that users can share with new friends to get onboarded & join them quickly. Rally (formerly known as Floor) was previously an NFT portfolio tracker.
BIT: Bitcoin Records Strongest Rally Since 2023 Banking Crisis as Expectations for Macro Policy Support Rise
In its published analysis, BIT notes that Bitcoin is experiencing its strongest rally since the collapses of Silicon Valley Bank and Signature Bank in March 2023. During that period, US authorities implemented emergency measures to stabilize the banking system, and the current market sentiment mirrors that era—the recent interventions by the US Treasury in the Japanese yen FX market and bond markets have heightened investor expectations for further macroeconomic policy support. Meanwhile, the SEC's proposed regulatory framework for crypto assets has sent increasingly favorable signals, further bolstering market sentiment. BIT's official Chinese-language analysis indicates that Bitcoin has regained its upward momentum, aligning closely with the scenarios discussed in research over the past several weeks.
BTC Breaks $79K, Igniting a "Crypto Stock Rally": Mining Firms and BTC Treasury Companies Surge
as the cryptocurrency market continues its rebound, shares of Bitcoin mining firms and digital asset treasury companies rose over the weekend. Market participants believe that the U.S. Treasury's announcement to expand the scale of long-term Treasury buybacks has boosted liquidity expectations, fueling improved sentiment toward risk assets and further lifting crypto-related stocks. Bitcoin mining firm Canaan saw its share price surge over 25%; MARA Holdings continued to climb after rising nearly 16% on Thursday. Strive, a digital asset treasury company holding more than 20,000 BTC, gained over 16% on Friday.Additionally, Trump stated that the U.S. government may purchase Bitcoin on a "large scale" in the future. The market rally was also driven by improved expectations for U.S. regulatory clarity. On Thursday, President Trump again urged Congress to advance the CLARITY Act, a bill aimed at further defining the U.S. digital asset regulatory framework and delineating the respective oversight roles of the Commodity Futures Trading Commission (CFTC) and the Securities and Exchange Commission (SEC) in the crypto market. (Cointelegraph)
UBS Raises S&P 500 Target, Bullish on AI and Earnings Growth Extending the Rally
Odaily News UBS has raised its S&P 500 index target, projecting a target of 8,100 points by December 2026 and further increasing to 8,400 points by June 2027, citing strong corporate earnings growth and sustained economic resilience.UBS expects S&P 500 companies' earnings per share (EPS) to reach $350 in 2026 and $400 in 2027, driven primarily by performance in the technology, semiconductor, and energy sectors.The bank continues to hold a positive outlook on U.S. economic resilience, the Federal Reserve's patient policy stance, and the accelerating adoption of artificial intelligence, believing there is still room for the current bull market to extend.However, UBS also flagged potential risks, including rising oil prices, resurgent inflation, and AI investment returns falling short of expectations, which could weigh on market valuations and upward momentum.
Bitwise CIO: If Clarity Act Fails to Pass, Market May See Autumn Rally After Short-Term Volatility
Bitwise CIO Matt Hougan posted that if the Clarity Act fails to pass this week, the ideal scenario is for Polymarket odds to drop significantly to the teens to eliminate market uncertainty. He pointed out that the market may experience brief volatility at that time, but it will create conditions for an autumn market rebound.
Wintermute: BTC’s Recent Rally Clearly Driven by Leverage, Open Interest Surges While Spot Volume Slumps
Wintermute’s weekly market report indicates Bitcoin recently broke through $80,000 and briefly touched around $83,000, while also reclaiming the 200-day moving average for the first time in seven months. However, this rally is clearly more driven by leveraged capital rather than spot buying.The report notes that over the past month, Bitcoin open interest increased by approximately $10 billion, while spot trading volume dropped to a two-year low, a classic short squeeze scenario. Although ETFs still recorded net inflows of $623 million and BTC reserves on exchanges fell to a seven-year low, the current RSI has entered overbought territory. If spot buying fails to sustain after the short squeeze ends, BTC prices could face a rapid correction risk.Wintermute also stated that the current crypto market rally is more driven by the strength of US equities and the resonance of leverage, rather than an independent bull market narrative. Upcoming US CPI data and changes in Federal Reserve policy expectations will be key factors in determining whether BTC can stably hold above $80,000.
Analysis: BTC’s Rally Stalls Amid Japanese Inflation Data and Iran War-Driven Market Risk Aversion
According to CoinDesk, the cryptocurrency market weakened overall on Friday, with BTC hovering near $77,800—its upward momentum since Wednesday’s rally from $65,000 notably slowing. ETH traded at $2,300, down approximately 0.8% over the past 24 hours, underperforming BTC. Market pressure stems primarily from two sources: First, Japan’s March Corporate Services Price Index rose 3.1% year-on-year—above expectations—and core inflation accelerated, raising market expectations that the Bank of Japan may signal an interest rate hike at its next policy meeting; a stronger yen could trigger unwinding of global risk-asset carry trades. Second, the ongoing Iran conflict continues disrupting oil shipments through the Strait of Hormuz; WTI crude futures have surged over 40% since the outbreak of hostilities, reaching $96 per barrel. The U.S. Department of Defense warned that mine clearance will take at least six months, implying persistent global inflationary pressures and further constraining the Federal Reserve’s room to cut interest rates.
Bonk Guy: Robinhood Chain Ecosystem May See a More Violent Rally, Now Is the Accumulation Phase on Dips
Odaily - Renowned trader Bonk Guy posted on X that the Robinhood Chain ecosystem is currently performing well. Investors who buy the dip now may reap substantial returns in the coming months. This is the phase to accumulate positions for the next rally, and the next upward move in the Robinhood Chain ecosystem is expected to be more violent than any previous one.
BIT: Fed Pause on Rate Hikes Could Mark the Start of a Q4 Crypto Rally
According to BIT's weekly "On Target" report, BIT analysts identify two key market catalysts: first, U.S. debt has surpassed the psychological threshold of $40 trillion, and second, U.S. Treasury yields are approaching the critical 5.0% level. Since July 24, Bitcoin has accumulated gains of 22% and gold has risen 9.4%, confirming earlier forecasts. Macro cycle models indicate that the market is currently in the first phase of cyclical reflation, typically accompanied by a weakening U.S. dollar and rising commodity prices. Historical data indicates that during this phase: • Annualized returns for U.S. equities at approximately 29% • Annualized returns for gold at approximately 47% • Annualized returns for Bitcoin at approximately 73% Furthermore, between 2020 and 2026, the compound annual growth rate (CAGR) of U.S. debt has reached 8.59%, while the CAGR for M2 money supply stands at 6.02%, significantly outpacing the CPI's 4.11%. This sustained accumulation of long-term inflationary pressure further reinforces the allocation rationale for gold and Bitcoin.
DWF Labs: BTC and ETH ETFs See Net Inflows Exceeding $1 Billion for Third Consecutive Week, Spot Market Driving This Rally
Odaily News DWF Labs stated that last week, BTC and ETH ETFs recorded a combined net inflow of approximately $1.2 billion, marking the third consecutive week with inflows exceeding $1 billion — the first time since July 2025. Among this, BTC ETFs saw net inflows of around $987 million, with a single-day inflow of $731 million on September 3, ranking as the third highest this year. The AUM of BTC ETFs rose to $103.3 billion, accounting for approximately 6.32% of BTC's total supply.Meanwhile, open interest denominated in BTC dropped from 762,200 BTC in mid-August to 669,600 BTC. Over the same period, BTC climbed from around $63,000 to $80,000, indicating that the recent price movement has been driven more by spot capital flows rather than leverage.
“1011 Insider Whale” Agent: Most “Traders” Missed This BTC Rally, Near-Term Resistance May Be at $82,500
Odaily News, the agent of the “1011 Insider Whale,” Garrett Jin, stated on the X platform that most “traders” missed this Bitcoin rally. When BTC dropped to $76,000, they advised waiting for $75,000, yet Bitcoin successfully held $76,600 and broke through $79,000, while also exploring higher highs. However, it is currently encountering resistance near the $82,500 level. Garrett Jin also noted that these traders are now suggesting taking profits at $85,000, and joked, “I doubt they are actually trading.”
BonkGuy: BNB Chain Rally Incoming, Potentially Taking Over from Robinhood Chain
Odaily News Trader BonkGuy (Unipcs) has posted again, stating that the market is not yet ready for the upcoming "BNB Season" and believes that the BNB Chain rally is about to begin.BonkGuy stated that he had previously flagged the Robinhood Chain opportunity for several consecutive weeks, and the subsequent rally validated his call. He believes a similar trend may now unfold on BNB Chain.
BonkGuy: Robinhood, Solana, BNB Chain and Base May Jointly Kick Off This Cycle's Multi-Chain Rally
Trader BonkGuy (Unipcs) stated that he is monitoring trading opportunities across four chains — Robinhood Chain, Solana, BNB Chain, and Base — and described them as "the multi-chain Kingmaker trading portfolio that opens this cycle."BonkGuy noted that over the past week, the market has primarily focused on Robinhood Chain, but he expects Solana, BNB Chain, and Base to gradually become market focal points in the near future.
Wintermute Weekly: BTC Digests 23% Rally, ETFs See First Outflow After Nine Consecutive Days of Net Inflows
According to the weekly market report by Wintermute OTC trader @Jjay_dm, Fed Chair Warsh delivered a hawkish speech at Jackson Hole, reiterating the 2% inflation target and pushing the probability of a September rate hike to 61.9%, making the September 15-16 FOMC meeting a key catalyst for risk assets. In cross-asset performance, 20+ year US Treasuries led gains (+1.01%), followed by altcoins (+0.61%), the S&P 500 (+0.47%), and the Nasdaq (+0.42%). BTC closed flat (+0.10%), while ETH (-0.86%), the Russell 2000 (-1.40%), gold (-3.42%), and Brent crude oil (-4.31%) were the weakest performers. In the crypto market, BTC digesting its previous 23% rally, encountered repeated rejections at the $82k resistance level. It reached an intraday high of $81k earlier this week, dipped below $78k following Warsh's remarks, and ultimately closed flat. BTC ETFs posted nine consecutive days of net inflows totaling $924 million, with a first-time single-day outflow of $202 million on Friday. ETH ETFs logged net inflows of $816 million this week, with no single-day outflows. SOL and XRP ETFs both set new 2026 weekly inflow records, reaching $154 million and $110 million, respectively. Strategy increased its position again on Monday, raising $2 billion, with approximately $16
Analyst: Historical Signals May Indicate an Imminent Independent Bitcoin Rally
Odaily News: Analyst Rekt Fencer has published a 3-day ratio chart of BTC versus the Nasdaq, marking three significant drawdowns: approximately -84.9% in 2018, approximately -80.7% in 2022, and the current level of approximately -54.3% in 2026.Rekt Fencer stated that following the previous two instances where Bitcoin lagged the Nasdaq by such a large margin, it subsequently experienced very strong independent rallies, with prices surging straight upward. With the current ratio once again pulling back sharply, history may be repeating itself for a third time. The bottom is approaching, and BTC is set to regain strength.
BIT: Bitcoin Records Strongest Rally Since 2023 Banking Crisis as Expectations for Macro Policy Support Rise
In its published analysis, BIT notes that Bitcoin is experiencing its strongest rally since the collapses of Silicon Valley Bank and Signature Bank in March 2023. During that period, US authorities implemented emergency measures to stabilize the banking system, and the current market sentiment mirrors that era—the recent interventions by the US Treasury in the Japanese yen FX market and bond markets have heightened investor expectations for further macroeconomic policy support. Meanwhile, the SEC's proposed regulatory framework for crypto assets has sent increasingly favorable signals, further bolstering market sentiment. BIT's official Chinese-language analysis indicates that Bitcoin has regained its upward momentum, aligning closely with the scenarios discussed in research over the past several weeks.
Bitget 上线第 3 期 CFD 跟单活动，总奖池达 65,000 USDT
Bitget launches the Phase 3 CFD Copy Trading Rally campaign, with a total prize pool of 65,000 USDT. The participation period is from 00:00 on July 10 to 00:00 on July 31 (UTC+8). During the event, the first 500 users engaging in CFD copy trading may receive a subsidy of up to 50 USDT if their first order incurs a loss. Additionally, Lead Traders ranking in the top 100 by cumulative realized profits can share an exclusive prize pool of 20,000 USDT, with a maximum of 500 USDT per person. Copy Trading users who meet the cumulative trading volume requirements can also share an additional prize pool of up to 20,000 USDT, with a maximum of 300 USDT per person. Detailed rules have been published on the Bitget official platform. Eligible users must click "Join Now" to complete registration before participating in the event.
BitMart Launches AI & Storage Stock Rally Season Campaign with Total Prize Pool of 150,000 USDT
Odaily Odaily announced that, according to official sources, BitMart has launched the "AI & Storage Stock Rally Season" campaign, running from June 26 to July 11, 2026, with total rewards of 150,000 USDT. The campaign covers popular themes such as AI concept stocks, Jensen Huang concept stocks, Elon Musk concept stocks, and Serenity holdings. During the event, users who complete their first 100 USDT TradFi trade will receive a 50 USDT contract bonus.In addition to the first-trade reward, users who complete the specified daily trading volume tasks for the event trading pairs can participate in a daily 10,000 USDT prize pool. Different trading volumes correspond to different reward tiers, with a maximum daily reward of 50 USDT in contract trial funds. Users who successfully upgrade their VIP level during the campaign can also apply for a 30-day VIP4权益试用.
Bitget simultaneously launches Phase 2 of Contract SuperPairs, with a total prize pool of 60,000 USDT
Bitget has simultaneously launched the Phase 2 Contract SuperPairs event, with participation ending on June 9th at 19:00 (UTC+8). Details are as follows:**Gold & Oil Rally Challenge:** Total prize pool of 30,000 USDT. Users trading XAU, XAG, CL, BZ, and other assets, and completing designated futures contract trading tasks can receive blind box rewards, with a maximum prize of 0.3 XAUT. Users with a cumulative trading volume of 10,000 USDT or more, ranked in the top 1,000, can share 20,000 USDT, with a maximum individual prize of 2,000 USDT.**Popular Futures Coin Pair Challenge:** Total prize pool of 30,000 USDT. Users trading XRP, HYPE, ZEC, XLM, and other assets, and completing corresponding futures contract trading tasks can receive blind box rewards, with a maximum prize of 10 HYPE. Users with a cumulative trading volume of 10,000 USDT or more, ranked in the top 1,000, can share 20,000 USDT, with a maximum individual prize of 2,000 USDT.
Related news
Bonk Guy: Robinhood Chain Ecosystem May See a More Violent Rally, Now Is the Accumulation Phase on Dips
Odaily - Renowned trader Bonk Guy posted on X that the Robinhood Chain ecosystem is currently performing well. Investors who buy the dip now may reap substantial returns in the coming months. This is the phase to accumulate positions for the next rally, and the next upward move in the Robinhood Chain ecosystem is expected to be more violent than any previous one.
BIT: Fed Pause on Rate Hikes Could Mark the Start of a Q4 Crypto Rally
According to BIT's weekly "On Target" report, BIT analysts identify two key market catalysts: first, U.S. debt has surpassed the psychological threshold of $40 trillion, and second, U.S. Treasury yields are approaching the critical 5.0% level. Since July 24, Bitcoin has accumulated gains of 22% and gold has risen 9.4%, confirming earlier forecasts. Macro cycle models indicate that the market is currently in the first phase of cyclical reflation, typically accompanied by a weakening U.S. dollar and rising commodity prices. Historical data indicates that during this phase: • Annualized returns for U.S. equities at approximately 29% • Annualized returns for gold at approximately 47% • Annualized returns for Bitcoin at approximately 73% Furthermore, between 2020 and 2026, the compound annual growth rate (CAGR) of U.S. debt has reached 8.59%, while the CAGR for M2 money supply stands at 6.02%, significantly outpacing the CPI's 4.11%. This sustained accumulation of long-term inflationary pressure further reinforces the allocation rationale for gold and Bitcoin.
DWF Labs: BTC and ETH ETFs See Net Inflows Exceeding $1 Billion for Third Consecutive Week, Spot Market Driving This Rally
Odaily News DWF Labs stated that last week, BTC and ETH ETFs recorded a combined net inflow of approximately $1.2 billion, marking the third consecutive week with inflows exceeding $1 billion — the first time since July 2025. Among this, BTC ETFs saw net inflows of around $987 million, with a single-day inflow of $731 million on September 3, ranking as the third highest this year. The AUM of BTC ETFs rose to $103.3 billion, accounting for approximately 6.32% of BTC's total supply.Meanwhile, open interest denominated in BTC dropped from 762,200 BTC in mid-August to 669,600 BTC. Over the same period, BTC climbed from around $63,000 to $80,000, indicating that the recent price movement has been driven more by spot capital flows rather than leverage.
“1011 Insider Whale” Agent: Most “Traders” Missed This BTC Rally, Near-Term Resistance May Be at $82,500
Odaily News, the agent of the “1011 Insider Whale,” Garrett Jin, stated on the X platform that most “traders” missed this Bitcoin rally. When BTC dropped to $76,000, they advised waiting for $75,000, yet Bitcoin successfully held $76,600 and broke through $79,000, while also exploring higher highs. However, it is currently encountering resistance near the $82,500 level. Garrett Jin also noted that these traders are now suggesting taking profits at $85,000, and joked, “I doubt they are actually trading.”
Crypto KOL Bonk Guy Predicts BNB Rally May Be Imminent
Crypto trader Unipcs (also known as the "Bonk Guy") stated on social media that the market has yet to fully focus on BNB-related price action, noting that he had previously highlighted opportunities related to Robinhood multiple times, which were subsequently validated by market movements. He believes that BNB-related price action may soon unfold.
BonkGuy: BNB Chain Rally Incoming, Potentially Taking Over from Robinhood Chain
Odaily News Trader BonkGuy (Unipcs) has posted again, stating that the market is not yet ready for the upcoming "BNB Season" and believes that the BNB Chain rally is about to begin.BonkGuy stated that he had previously flagged the Robinhood Chain opportunity for several consecutive weeks, and the subsequent rally validated his call. He believes a similar trend may now unfold on BNB Chain.