On the overall framework, the core of what I trade now is not any single coin. Instead, it’s two bigger variables:
The U.S.-China meeting + the U.S. midterm elections.
Before that earlier pullback, our assets had already switched in advance to an Ethereum defensive stance. So we didn’t take the 30%+ altcoin drawdown wave, and our ETH didn’t fall either.
Remember the day of the rate hike—there were brothers in the group who were still hesitating whether to wait for a pullback before adding more.
I told him that hesitation equals defeat—just add directly. The core reason was simple:
The timing of the U.S.-China meeting is too close, and we didn’t experience that 30%+ altcoin drawdown wave. If we just buy the next low, it’s basically white-picking that move.
With a big event framework already set in place, the market may not rise immediately, but it’s easy to give capital a reason to keep moving forward. That guy’s assets also broke through recent highs.
Afterward, the market saw several days of gains under the clear bill and rate-hike context, proving that the U.S.-China meeting can hold up the market.
Especially worth watching: after Bitcoin’s first appearance of a noticeable increase in volume, the price still showed relatively stable behavior.
That means at least from the order-book and price-action behavior, there hasn’t been a clear sign of funds withdrawing, and there’s still room to break higher.
Coupled with the impact of the Clear Bill not passing + the bearish effect of the rate hike, for the main players, the odds of moving up are higher than moving down.
More importantly, this round of pullback itself has already stacked several clear negatives:
The CLARITY Act can’t be pushed forward + the Federal Reserve raises rates.
If these negatives play out and the market doesn’t continue into an out-of-control selloff, but instead starts repairing gradually, then for capital, it may actually form the logic for continuing to go long.
So what I’m looking at now isn’t the ups and downs of just one or two days—it’s the entire big picture.
The U.S.-China meeting is still two days away.
In the next phase, some token gains have already gotten fairly large, and I’ll keep putting some of the profits back into Ethereum.
Not because I’m bearish on the market, but because in this stage I care more about ensuring that the profits you’ve earned don’t retreat sharply due to short-term volatility.
The market can keep moving forward, but the position size needs to have stronger and stronger defensive awareness.
This is also my current overall trading framework: the big direction doesn’t change easily. If local gains get too high, I reduce my offensiveness and move the profits back into the core assets.
$BTC $ETH #btc #eth
The U.S.-China meeting + the U.S. midterm elections.
Before that earlier pullback, our assets had already switched in advance to an Ethereum defensive stance. So we didn’t take the 30%+ altcoin drawdown wave, and our ETH didn’t fall either.
Remember the day of the rate hike—there were brothers in the group who were still hesitating whether to wait for a pullback before adding more.
I told him that hesitation equals defeat—just add directly. The core reason was simple:
The timing of the U.S.-China meeting is too close, and we didn’t experience that 30%+ altcoin drawdown wave. If we just buy the next low, it’s basically white-picking that move.
With a big event framework already set in place, the market may not rise immediately, but it’s easy to give capital a reason to keep moving forward. That guy’s assets also broke through recent highs.
Afterward, the market saw several days of gains under the clear bill and rate-hike context, proving that the U.S.-China meeting can hold up the market.
Especially worth watching: after Bitcoin’s first appearance of a noticeable increase in volume, the price still showed relatively stable behavior.
That means at least from the order-book and price-action behavior, there hasn’t been a clear sign of funds withdrawing, and there’s still room to break higher.
Coupled with the impact of the Clear Bill not passing + the bearish effect of the rate hike, for the main players, the odds of moving up are higher than moving down.
More importantly, this round of pullback itself has already stacked several clear negatives:
The CLARITY Act can’t be pushed forward + the Federal Reserve raises rates.
If these negatives play out and the market doesn’t continue into an out-of-control selloff, but instead starts repairing gradually, then for capital, it may actually form the logic for continuing to go long.
So what I’m looking at now isn’t the ups and downs of just one or two days—it’s the entire big picture.
The U.S.-China meeting is still two days away.
In the next phase, some token gains have already gotten fairly large, and I’ll keep putting some of the profits back into Ethereum.
Not because I’m bearish on the market, but because in this stage I care more about ensuring that the profits you’ve earned don’t retreat sharply due to short-term volatility.
The market can keep moving forward, but the position size needs to have stronger and stronger defensive awareness.
This is also my current overall trading framework: the big direction doesn’t change easily. If local gains get too high, I reduce my offensiveness and move the profits back into the core assets.
$BTC $ETH #btc #eth
