2Z Hat Eine $124M-Angebots-Test

ZeroBlock · 2026-09-27T02:55:24.000Z

Was meine Aufmerksamkeit bei 2Z geweckt hat, ist nicht der Anstieg um 29 %. Es ist das Timing. DoubleZero stieg nach dem Bruch der jüngsten Trendlinie über 0,075 USD und räumte Liquidität rund um 0,060 USD ab. Die Bewegung wurde auch durch echte Handelsaktivität unterstützt. CVD zeigte, dass in der berichteten Stunde etwa 19,57 Millionen 2Z-Token gekauft wurden. Das Handelsvolumen stieg ebenfalls um 107 % auf mehr als 50 Millionen US-Dollar. Aber die größere Veränderung geschah bei den Derivaten. Das Open Interest stieg um etwa 113 %, während der Preis nach oben tendierte. Das sagt mir, dass sich der Hebel beim Einstieg in die Bewegung mit viel schnellerem Tempo bewegt.

What caught my attention with 2Z is not the 29% rally.
It is the timing.
DoubleZero pushed above $0.075 after breaking the recent trendline and clearing liquidity around $0.060.
The move was also supported by real trading activity.
CVD showed around 19.57 million 2Z tokens being bought during the reported hour. Trading volume also jumped 107% to more than $50 million.
But the bigger change happened in derivatives.
Open interest increased by around 113% while the price was moving higher.
That tells me leverage is entering the move at a much faster pace.
This can help a breakout continue.
It can also make the rally more fragile.
The liquidation data already shows some of that pressure. Around $2 million in long positions were liquidated compared with roughly $955K in shorts.
So traders are not simply watching 2Z move higher.
They are actively positioning around it.
The chart now has a few levels that matter.
$0.075 is the first one.
If 2Z can hold above that level then the next areas I would watch are around $0.095 and $0.120.
But losing $0.075 would make the breakout less convincing.
The deeper level for me is around $0.050 where the previous trendline break started.
And then there is the supply problem.
On October 2 around 1.77 billion 2Z tokens are scheduled to unlock.
That is roughly 17.79% of the maximum supply and is valued at more than $124 million based on the current price.
The circulating supply is expected to rise toward 51% while more than 65% of the supply is currently locked.
That is a very different market structure from what the chart is showing today.
Price is moving higher because buyers are active.
But a large amount of previously locked supply is about to become available.
I would also be careful with wallet movements.
Fireblocks moved around 1.45 million 2Z to a BtcTurk cold wallet.
Wintermute moved more than 1.1 million 2Z to a hot wallet.
Upbit moved more than 14 million 2Z between its wallets.
These transfers can reflect custody or liquidity management.
They do not automatically mean selling.
For me the real test is whether 2Z can build enough spot demand before October 2 to absorb the additional supply.
If $0.075 holds and volume remains strong then $0.095 becomes the next level I would watch.
If the price starts losing $0.075 while OI remains elevated then the leverage becomes another risk.
The 29% move has already happened.
Now 2Z has to prove that buyers can handle both leverage and a $124M supply event at the same time.