QCP: BTC key point at $87200, ETH needs to hold at $2725

Strive CEO Matt Cole revealed that Strive bought 2000 BTC for $169 million last week, with an average cost of $84422 per BTC, increasing its total holdings to 29462 BTC. 61.5% of the financing amount comes from SATA, with $56.7 million generated from stock warrants. The 8-K document submitted today discloses key indicators and KPIs up to the third quarter of 2026.

Michael Saylor's Strategy increased his holdings of 334.3 bitcoins at a price of $29 million. （Watcher.Guru）

Strategy disclosed that it increased its holdings of 334.3 BTC last week, bringing its total holdings to 848000 BTC.

BitMine Chairman Tom Lee stated that the continuous record highs in technology stocks and the strengthening of cryptocurrencies reflect market expectations that financial conditions will shift towards easing in the future, as risk assets are difficult to rise in a tight monetary environment.

In September, non farm payroll employment in the United States increased by 29000 people, lower than market expectations of 90000 people. The unemployment rate rose to 4.2%, and the total number of new jobs added in July and August was revised down by 60000, with an average three-month growth rate of about 50000 people. The average hourly wage has increased by 0.1% per month and 3.0% per year, indicating a slowdown in recruitment momentum and salary pressure. The market has lowered its expectations for a rate hike in October, and the policy focus has shifted to whether to raise interest rates by the end of the year. The G7 announced the release of 100 million barrels of crude oil and diesel reserves in the next four months, and the United States has lifted its ban on diesel exports. The consistency between job cooling and inflation cooling will affect interest rate expectations, US bond yields, and cryptocurrency valuations. (Source: BitUnix) AI interpretation: Non farm employment growth is significantly lower than expected and the previous value has been significantly revised down, clearly revealing that the US labor market is experiencing a substantial cooling. The slowdown in salary growth has further eased inflationary pressures and completely eliminated the need for short-term interest rate hikes. The weak employment market has forced the Federal Reserve to shift its policy focus from anti inflation to anti recession, and the market's pricing for interest rate cuts will rapidly rise. This data directly suppresses the upward potential of US bond yields and provides clear expectations of liquidity easing for risk assets.