The gloomy atmosphere of the long side has cleared away today. Two days ago, after the U.S. resumed strikes against Iran, the market fell in response—but it never managed to break below (support) and stayed there. Even though we don’t know which “big brothers” are buying and supporting the market, it was pulled back forcefully all the way. The financial market has also begun to become desensitized to the strikes, making it feel routine and everyday.
At this moment, you should thank yourself for having firmly joined the long side when the market fell two days ago without breaking through. This round of the long side’s counterattack will begin this coming Friday, and the short sellers’ nightmare is about to arrive.
Oh, by the way, today is Friday—weekend is right around the corner. You know what I mean.
Early, the market today is a bit steadier. BTC is at $63,048, +1.5% over 24h; ETH is at $1,740, +0.2%; BNB is at $569.9, +0.3%; SOL is at $77.95, +0.5%.
Total market cap across the whole network has returned to $2.25 trillion, +1.0% over 24h, with BTC’s market share at 56.2%.
My feeling is that funds are still clustering around the majors. I haven’t seen any particularly strong, sustained momentum on the altcoin side for now. First, let’s watch whether BTC can continue to hold above $63,000; once it’s solid, sentiment may become smoother.
The best short-selling position in this round: $BTC is about 70K+; best is around 71K. As for Ethereum $ETH , the best short-selling position is about 2000+; best is between 2080 and 2140.
The great debater’s goal has been achieved: the market has begun to become desensitized to war. Just like Russia and Ukraine back then—at first, it moved market sentiment; slowly it faded into irrelevance and no one paid attention. This move was still brilliant. Iran lost this round.
The market remains somewhat weak today: BTC $62,082 (-2.3%), ETH $1,737 (-2.3%), BNB $568 (-1.7%), SOL $77.6 (-3.3%). The total market cap of the whole network has fallen back to around $2.23T. Major coins are all pulling back together, and capital looks noticeably more cautious. My feeling is: don’t rush to chase in the next couple of days—first watch whether BTC can hold the $62,000 level.
The impossible double in trading: a good analyst can’t necessarily become a good trader; of course, a good trader also won’t necessarily become a good analyst.
You might feel a bit panicked the moment you first see this, but after you calm down and think carefully—will they really strike? China has an old saying: the barking dog doesn’t bite. So if they really strike, they should say it only after they’ve finished striking.
As for not striking, why would we say this? Because the key is to create uncertainty.
Chaos is the ladder.
For us, if we can’t see clearly at a time like this, staying in cash and holding no position is wisdom.
After a battle, the whole screen is full of bears. My bullish brothers ask me, is there still hope? Actually, you don’t have to be that hopeless. I’ll give you an objective and practical perspective: now is a good time to buy the dip. Bring your stop-loss—its cost-effectiveness is very high.
Reason: Trump, basically, was just bragging at the NATO summit. Before long, he’ll be licking up to Iran again. After all, he can’t afford to lose the midterm election, so this move is essentially “showing off” at the summit. It won’t be long before he backs down.
Why did it fall earlier? Because institutions were selling. Why isn’t it falling now? Because institutions are buying. You don’t know this, you just weren’t in 专属聊天室。
Ethereum $ETH broke through 4 times in a row but couldn’t hold its ground—this is seriously choppy and frustrating. As for why the consecutive breakouts still failed, while the price keeps staying at this level, you can see it in Chart 2.
July 8 Morning News: The broad market saw a slight pullback this morning. BTC $63,547 (-0.68%), ETH $1,778 (-0.88%), BNB $578 (-1.15%), SOL $80.34 (-2.40%). CoinGecko shows the total market capitalization across the entire network is about $2.27 trillion, with 24h trading volume around $75.06 billion. Sentiment is cautious, but it’s not at the panic stage yet. First, see whether BTC can hold the $63,000 range; don’t rush to chase. Wait patiently for a clearer setup.
First synchronize the ETF data manually. Later, once the lobster has been trained, we’ll sync it directly into our chat room. We’ll do our best to make sure everyone gets the first-hand information and updates on 币毒「作战指挥中心」.