Cap nhat ~08:00 GMT+7 · 30/09/2026
BẢN TIN ON-CHAIN HẰNG NGÀY — THỨ TƯ, 30/09/2026
Bitcoin dang giao dich quanh vung 83.600 USD, bien dong 24 gio rat hep. Open Interest van lon nhung xu huong 24 gio nghieng giam nhe; funding duong nho; thanh ly 24 gio thap. ETF van ghi nhan dong tien vao nho sau chuoi tuan truoc. On-chain exchange flow chua dong nhat giua cac nguon.
CHI SO THI TRUONG
| BTC Price | ~83.608 USD (CoinGlass) |
| 24H Change | +0,09% |
| 24H Futures Volume | 53,53 ty USD |
| 24H Spot Volume (CoinGlass) | 3,67 ty USD |
| Open Interest | 52,33 ty USD (CoinGlass) |
| OI 24H Change | ~-2,5% (tap hop mot so san, Trnd Tools) |
| Funding Rate (TB 8h) | +0,0062% (long tra short) |
| Binance BTCUSDT last settle | +0,0014% (29/09 16:00 UTC) |
| Liquidations 24H | ~19 tr USD (Long ~10,5 / Short phan con lai) |
| Taker Buy/Sell Ratio | Du lieu chua kha dung tai thoi diem cap nhat. |
| Net Taker Flow | Du lieu chua kha dung tai thoi diem cap nhat. |
| Exchange Netflow | Khong dong nhat giua nguon (xem phan Fund Flow) |
| ETF Net Flow | 28/09: +31,0 tr USD (Farside). 29/09: so lieu chua day du. |
Toan canh thi truong
Du lieu gia cuoi thang 9 cho thay BTC dang nam trong dai hep khoang 82.800–84.600 USD sau khi da rut lui tu vung cao hon gan 86.000–87.000 USD tuan truoc. Bien dong 24 gio gan nhu di ngang. Day la cau truc sideway sau mot nhip tang nhanh giua thang 9 (tu vung ~76.000 len tren 86.000).
Khoi luong phai sinh van lon hon nhieu so voi spot tren cung bo so CoinGlass. Dieu nay phan anh thi truong van duoc dan dat boi hop dong tuong lai/perpetual hon la giao dich hien vat thuan.
Open Interest va don bay
Open Interest tong hop CoinGlass o muc 52,33 ty USD. Mot tap hop san ngan hon (Trnd Tools) ghi nhan OI khoang 35,3 ty USD, giam khoang 2,5% trong 24 gio va giam ro hon so voi dinh gan 41,7 ty USD tuan truoc. Hai tap hop khong trung tap san, nen khong cong gop thanh mot so duy nhat.
Diem dang chu y: gia gan nhu dung, trong khi OI tren tap hop hep nghieng giam. Dieu nay co the phan anh giai doan giam don bay nhe, khong phai giai doan mo them vi the manh. Du lieu chua du de ket luan huong tiep theo cua don bay.
Phan bo OI (Trnd Tools): Binance van la san lon nhat (~10,75 ty USD, ~30,5%), tiep theo Bybit, Gate, OKX, Hyperliquid.
Funding Rate va thi truong phai sinh
Funding trung binh lien san khoang +0,0062%/8 gio, tuong duong ~6,8% nam hoa. Long dang tra phi nho cho short. Day la muc duong nhe, khong phai vung nong.
Tren Binance BTCUSDT, lan chot gan nhat (29/09 16:00 UTC) chi +0,0014%. Trung binh 7 ngay +0,0021%/ky; 30 ngay +0,0052%/ky. Funding van duong o da so ky thanh toan 30 ngay.
Ket hop voi OI giam nhe: thi truong phai sinh khong dang o trang thai don bay mot chieu qua muc. Can theo doi neu funding bat len lai ve cap 0,01% trong khi gia khong pha vung khang cu.
Liquidity va liquidation
Thanh ly (liquidation liquidity da xay ra) trong 24 gio rat thap: khoang 19 trieu USD, trong do long ~10,5 trieu USD. Day khong phai phien xa don bay. Khong co cascade ro rang.
Tren Hyperliquid (mot san), mo hinh uoc luong dai thanh ly sat gia nam quanh 82.450 (long) va 84.675 (short) — chi la mo hinh, khong phai so lieu thanh ly da khop.
Order book liquidity (do sau bid/ask) khong xac minh duoc so lieu cu the tai thoi diem cap nhat. Khong duoc nham voi liquidation heatmap.
Fund Flow
ETF Net Flow (khac Exchange Netflow): Farside ghi nhan 28/09 net +31,0 tr USD (IBIT +54,8; GBTC -23,2; FBTC -10,9; Grayscale Mini +10,3). Dong 29/09 tren bang Farside moi hien mot phan (ARKB +33,2, tong tam +33,2) — IBIT chua cap nhat day du, khong dung so nay nhu so chot.
Chuoi 21–25/09 van la giai doan dong tien ETF manh (999 / 715 / 347 / 191 / 135 tr USD). Sang 28/09 dong tien thu hep ro.
Exchange Netflow: cac nguon khong dong nhat. Mot bang tong hop ngay 29/09 ghi net inflow ~2.276 BTC; mot nguon whale-flow ghi net ~-403 BTC ra khoi san trong cua so 24 gio. Vi khong khop, khong chon mot so duy nhat. Can theo doi reserve tren CryptoQuant khi so lieu dong bo.
Net Taker Flow: Du lieu chua kha dung tai thoi diem cap nhat.
Stablecoin flow: Du lieu chua kha dung tai thoi diem cap nhat.
On-chain
Khong nhồi toan bo bo chi so. Diem co y nghia:
- Gia van duoi dinh lich su (~124.750 USD) va thap hon cung ky nam truoc khoang 25–27% theo mot so chuoi gia hang ngay.
- Whale transfer van lon ve khoi luong, nhung net exchange cua rieng nhom whale khong du lon de ket luan tich san hay xa hang.
- Tuan truoc co giai doan outflow san manh (nhieu nguon nhac den Binance). Sang cuoi tuan, tin hieu loang hon.
SOPR, MVRV, NUPL, miner flow: khong co so lieu xac minh duoc trong lan cap nhat nay.
Du lieu dang noi gi?
Buc tranh hien tai la thi truong di ngang sau nhip tang giua thang 9. Don bay khong dang no, funding duong nhe, thanh ly thap — tuc la thi truong thieu suc ep bat buoc ngan han. ETF van duong nhung bien do da giam sau chuoi inflow lon tuan truoc. On-chain exchange flow chua dong thuan, nen khong dung no de khang dinh tich san hay xa hang.
Noi ngan: tien to chuc qua ETF van co, nhung khong con manh nhu tuan 21–25/09. Don bay dang yen. Gia can mot dong luc moi (dong tien, tin vi mo, hoac pha vung) de thoat sideway.
Cac diem can theo doi trong 24 gio toi
- Gia giu hay mat vung 82.800–83.000 USD; phia tren can xem 84.500–85.000.
- OI 4H/24H: tiep tuc giam (giai don bay) hay quay lai tang kem gia.
- Funding Binance/trung binh: giu muc duong nhe hay bat len lai 0,01%.
- Bo sung day du ETF 29/09 tren Farside (dac biet IBIT).
- Exchange netflow dong bo hon giua cac nguon.
Goc nhin du lieu
- Sideway + OI giam nhe + funding duong nho = thi truong thieu don bay cuc doan.
- Thanh ly 24 gio thap: chua co tin hieu xa don bay bat buoc.
- ETF van duong nhung da yeu di so voi tuan truoc.
- Khong tron Exchange Netflow voi ETF Flow hay Net Taker Flow.
- Du lieu on-chain ngay hom nay khong du dong thuan de ket luan huong dong tien san.
Nguon tham khao:
- coinglass.com/currencies/BTC/futures
- farside.co.uk/btc/
- trndtools.com/open-interest
- trndtools.com/funding-rates
- bykaranteli.com/symbols/BTCUSDT/funding
- thebitguard.com/etf
- coindesk.com/markets
- cryptoquant.com/asset/btc/chart/exchange-flows/exchange-netflow-total
- binance.com
Ban tin du lieu, khong phai khuyen nghi mua/ban. So lieu tai thoi diem cap nhat GMT+7, co the thay doi.
