1. Event Review: Macroeconomic Uncertainty Intensifies Leverage Chain Reaction
The cryptocurrency market crash on October 13, 2025, was like a sudden storm, stemming from the aftershocks of Trump's tariff announcement, further amplified by the escalation of the trade war, government shutdown risks, and weak macro data. These factors triggered a large-scale liquidation of leveraged long positions, totaling up to $19.38 billion, setting a single-day record.
On platform X, KOL opinions showed a clear divide:
● The bullish camp (about 60%) viewed it as a "healthy cleansing" and an excellent buying window, emphasizing that smart money quietly entered after the leverage was cleared, with BTC expected to sprint to $150,000 by the end of the year, and ETH along with high beta coins likely to follow suit;
● The bearish camp (about 30%) sounded the alarm, pointing out that top signals, technical breakdowns, and declining CVD indicated a deeper correction, with BTC potentially dropping below $100,000, and the altseason fantasy needing to be shattered;
● The neutral faction focused on risk management and data, with discussions related to BNB accounting for 20%, generally recognizing its relative resilience—despite lingering concerns on-chain, the burning event, upgrades, and regulatory clarity were seen as rebound fuel, with prices rebounding 15.5% from the lows, targeting $1,800.
Overall, bullish voices slightly prevailed, but the market remained shrouded in macroeconomic uncertainty and leverage shadows, with BNB unexpectedly becoming the focus, highlighting its "safe haven" role in the CEX ecosystem.
2. KOL Opinion Integration: Bullish Dominance, Bearish Warning on Cycle Risks, BNB Becomes the Focus
In today's high-engagement posts on platform X, bullish opinions accounted for about 60%, viewing the crash as a "healthy cleansing" and buying opportunity; bearish opinions were around 30%, emphasizing top signals and technical breakdowns; the remainder were neutral, focusing on data and risk management. Discussions related to BNB accounted for 20%, with many believing it to be relatively stable and not the main cause of the crash. Below are the core KOL opinions organized by faction.
● @Gold_Cryptoz (Senior Crypto Investor, Focused on Ecological Projects):
Binance will weather this storm, and BNB may even knock on the door of an ATH. People may question CZ, but they will eventually forget, and Binance has compensated the victims of the depeg. This event is beneficial for DEX, such as the $ASTER supported by Binance (yesterday's airdrop exceeded expectations), expected to easily break ATH within the year. Overall market: After the leverage clearance, smart money quietly accumulates, BTC to $150,000 by year-end.
● @NamNguyenV3228 (Web3 Strategist, AI x Kaito Enthusiast):
$BNB Market Outlook (October 13): Price surged to $1,299 (+15.5%), the burning event and chain upgrades ignited the rebound, RSI at 68.4 is bullish, MACD is strong. Fibonacci 0.618 level broken, funding rate +0.02%, bullish dominance. Outlook: Extremely bullish in 24H, resistance at $1,350-$1,400, support at $1,250-$1,300; legendary push towards $1,800. The crash is not a BNB issue but rather a macro shock amplified by leverage.
● @shanaka86 (Tech and Crypto Cross-Analysis Expert):
BTC rebounded over $115,000, this is not retail frenzy but a mechanical reflex: after $800 billion evaporated in 10 days, the system's spring loaded for a violent reversal. Long positions cleared = forced demand reversal, OI crash = gamma rebound triggered, whales reloaded in a liquidity vacuum, ETF daily absorbs 1,700-1,800 BTC. ETH +11% confirms the script, funds return to high beta coins. BNB monthly/weekly closing new highs, regulatory clarity may bring trading opportunities. The real test: BTC holds $110K, under neutral funding rates, if stable, it’s not a dead cat bounce, but a leg up.
● @ANKITSH85153215 (Cycle Investor, Raoul Pal Reiterator):
Massive liquidation in the crypto market of $19.38 billion, Raoul Pal encourages seizing the opportunity to increase positions: digital assets like BTC, ETH, XRP will dominate in the digital world, short-term volatility is irrelevant, no worries in 5 years. BNB infrastructure is being repaired, the crash is due to leverage, not systemic issues. Recommendation: Buy the dip, accumulate more, volatility is an opportunity.
● @Bobiliciousing (Asset Hunter, HODL Advocate):
Short-term targets were destroyed, but the dip has passed, interest rate hikes + BTC running will push prices higher. The decline of altcoins over the month is a pre-breakout shakeout, the bull market is not over. BNB wick is a typical liquidity grab, smart money accumulates during the liquidation, now entering consolidation.
● @VU_virtuals (DeFi Expert):
Macroeconomic factors hit BTC, bear market spills over to SHIB/XRP, but big player alarms: $250 million USDC transferred to an unknown wallet, hinting at behind-the-scenes operations. BNB sets new monthly/weekly closing highs, regulatory clarity suggests broader trading opportunities. After leverage clearance, the market deflates, and Fed rate cut expectations catalyze a rebound in November.
● @romain3G21 (Former Poker Player, Transitioned to Crypto Trader):
Trump's tariff shockwaves affected digital assets, BTC dropped over 10% in 24H, altcoins 15-40%, nearly $10 billion in leverage liquidated. Classic high beta market reflex: macro disappointment + excessive leverage = chaos. But underneath, long addresses quietly accumulated at the lows. If the macro calms down and policies are clear, a technical rebound is expected. BNB supports at $115K, if reclaimed, short covering starts; if it fails, deep declines open up. Don’t mistake it for safety; it’s still the wildest corner of the financial system.
● @kassinvest (Trader, Family Fund Manager):
Green candles return as the crowd exits. I publicly shorted from $124K (with proof), reason: retail greed + massive sell orders from CEX. The bloodbath was bound to happen, not a Trump black swan, but the greed of KOLs and fast money. More selling is needed, BTC may break $100K, killing the altseason fantasy. The real bull market starts when no one expects it. BNB? Selling pressure dominates.
● @olaxbt (Quantitative AI Trader):
BNB: Bear Market Distribution Forecast—CVD declines, price breaks below VWAP, sellers quietly unload. Transaction confirmation sells dominate, low liquidity zone traps. Pivot low droops—cold wave surges—peek at my atmosphere. The crash exposes leverage weaknesses; BNB is stable, but in a technical bear market, CVD decline may lead to more selling pressure.
● @Gh0stOnChain (Full-time Trench Trader):
Never have I felt so disillusioned with the industry. Majors dropped over 80%, clearing long positions. Leverage is a lesson, but those who destroy livelihoods need regulation. WAGMI, but BNB chain attack clouds have not dissipated, demand sharply decreased, 2026 BTC winter.
3. Market Insights and Investment Opportunities
● The Hidden Thunder of Leverage: The wave of liquidations exposed the fragility of excessive leverage; a macro hit can cause a collapse.
Traders must enforce strict risk control, stop-loss is king, and avoid FOMO; institutions should closely monitor OI and gamma signals to catch rebounds early.
Opportunities to watch: After the leverage washout, low-fee perpetual contracts or spot ETF inflows may be suitable for short-term hunters to accumulate BTC/ETH.
● The Under Currents of Macro: The trade war and policy uncertainty amplify crypto volatility, with high beta assets being the first victims.
Do not isolate on-chain narratives; integrate Fed rate cut expectations and geopolitical data into models; diversified allocation becomes a moat.
Opportunities to watch: November rate cut window, if policies clarify, a weak dollar may boost risk assets, prioritize positioning in ETH ETF and emerging L2 chains.
● BNB's Hardcore Resilience: Ecological repair, victim compensation, and DEX potential (like the $ASTER airdrop) help it weather the storm.
Projects with robust infrastructure are more resilient to cycles; HODLing such "blue chips" is better than chasing memes.
Opportunities to watch: After BNB chain upgrades, meme coins and privacy projects (like ZEC) may welcome the prelude to altseason.
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