btc at 81k, up 4.4%, and this time the crowd isn't fighting it. 11 of 16 coins we're watching have positive funding, longs paying to stay in. 58/42 long/short split. people are already on the boat, not scared of it. 4 coins flagged crowded long, 4 more longs overheated.
only $6.6M walked into positions in the last hour, barely a trickle on $845.7M open interest. so positioning didn't really shift, everyone was already leaning this way before the pump even printed.
meanwhile $UNI saw $10M head onto exchanges during a green tape. that's supply lining up to be sold into strength, not proof it will be.
watching whether longs get overheated enough to flush themselves out, or whether that UNI flow was just one seller. NFA
only $6.6M walked into positions in the last hour, barely a trickle on $845.7M open interest. so positioning didn't really shift, everyone was already leaning this way before the pump even printed.
meanwhile $UNI saw $10M head onto exchanges during a green tape. that's supply lining up to be sold into strength, not proof it will be.
watching whether longs get overheated enough to flush themselves out, or whether that UNI flow was just one seller. NFA
