五亿哥

$BMT current price 0.0227, it surged 27% in the past 24 hours. $380 million in成交 with stacked volume—on-chain data suggests the fund in this sector is starting to rush in and accumulate positions. I’ve already boarded the long side—are the shorts still waiting for a pullback?

BMT-5.68%

Article

Copycats are getting smashed—Big Pie is moving sideways waiting for the PCE, and HYPE turned red against the trend

Pump.fun officially announced support for trading HyperEVM tokens, $HYPE directly pulled up in defiance of the trend, rising 1.4 points in 24 hours and holding steady above $81. The whole room was green—only it and BNB were staying in the red.
Big Pie has been trading between 78,000 and 79,500 all day, and the current price is around 78,500—neither longs nor shorts gained any advantage. But for copycats, it’s not so lucky: XRP is down more than 4%, DOGE collapsed from 831 back to 775, INJ is down nearly 7%, and ENA is also down around 6%. By the end of the day, the whole screen was filled with liquidation and margin calls.
The most interesting split between longs and shorts is at this level: some are heavily buying the dip around 78,600 on $BTC , while others are heavily shorting the second pie around 2,457. Both exact prices are pinning the current price, and neither side is willing to concede—everyone is waiting for a directional signal.

$BTC 8.3万 is the key level where the weekly chart turns. With an 80% chance, the bottom has already been formed. After the breakout, short-sellers will be squeezed, directly targeting 95,000. Long positions near 80,000 are already on board—are the shorts still waiting for a rate hike to crash the market? Let’s get through this wave first.

Article

Bitcoin chain capital turns positive—who would dare to short before the 80,000 level?

On the Bitcoin chain, the capital flow turned positive for the first time in nearly three months. The script before the 80,000 level is getting a bit interesting.
Money on the chain is flowing back. Net realized market value position turned positive for the first time just two days ago, and today it was pushed up again by another notch. The sustained net outflow state for almost three months seems to be over. The 30-day apparent demand/new supply ratio has stayed above 1 for 6 straight days, and the latest reading is 2.5—buyers are quietly taking in orders, not just talking about it.
Bitcoin has surged more than 22 points from August 20 to now, and ETF funds have been continuously flowing in. 80,000 is the wall right in front of us. If it holds at 80,000 to 83,000, then the upside space will open up.

ETH+1.30%

CFX 0.048 sideways consolidation to build momentum; within a week, 0.042→0.052. HashKey officially announced a cooperation to do collateral/pledging, with institutional backing. Long positions are already laid out. Do the shorts wait for a pullback? I’ve collected the chips. $CFX

CFX+1.39%

Article

$500M sucked into ETFs in a day, but the market is still red—where did the money go?

U.S. spot ETFs saw net inflows of nearly $500 million in one shot yesterday—$BTC $314 million; Ethereum $180 million. Institutions are buying with real money, yet the overall market is still green-tinged red: BTC is back below 79,000; most alts are basically stalled, generally down starting from 3–4 percentage points.
Where’s the money? Here’s a detail on-chain: the BTC short who was 2% away from getting liquidated two days ago—after admitting defeat yesterday and closing the short—flipped and opened a $34 million long with an average price slightly above $80,000. Now it’s underwater again. Once the shorts get buried and it flips long— is this a surrender signal or a bag-holding signal?
Out of the whole market, there’s only $HYPE one standout that’s turning red against the trend—81.8 dollars. The most popular line in the circle: the whole market is still a bear market; only HYPE is in a bull market, and it still needs to keep setting new all-time highs.

$BTC has been lost—down to 78,000, then it bounced back again. The Giant Whale added 600 lots at 79,000, bringing the total position to $147 million. Big capital dares to take it, and my long orders are in too. Do the shorts still expect an even lower price? 78,000 is the bottom—don’t be stubborn.

82 on the $HYPE level, +5 points in 24 hours, $1 billion in turnover. AQAv2’s first buyback: $20 million, to be implemented by October. Long positions are already on board—are the shorts still waiting for a pullback?

Tonight $ZRO pulled up 11 points—LayerZero threw out ATLAS. A platform for institutional-grade on-chain transactions, with partners including Citadel, DTCC, and ICE—the parent company of the NYSE.

ATLAS is built for financial institutions, not consumers. Based on the Zero blockchain, the first phase supports spot and perpetual contracts, with plans to expand to prediction contracts, futures, and options. For the first time, major traditional finance giants are lining up neatly behind a single chain—market cap already surged to $746 million. This kind of news isn’t a short-term pulse; it re-prices the entire cross-chain sector.

Meanwhile, things are stable on BTC too. This round of gains initially came from a short squeeze. After the shorts and highly leveraged longs were cleared, leverage returned to a healthy level, and the market shifted from short-term squeeze to a healthy rebound. Historically, after BTC jumps around 20 points in a single week, the 7-day average can still rise another 8 points; over two weeks, about 17 points—momentum is likely to continue.

During the day, $ZEC broke past 833, tagged the previous high near 871. With the Grayscale Zcash spot ETF listing on the NYSE, the privacy-coin channel is effectively open as well.

The three major U.S. stock indexes opened higher. Storage-related concepts rebounded—SK Hynix was up about 3%, optical communications broadly rose, and Miviewer climbed more than 6 points. Macros didn’t hold things back.

To be honest, this rally doesn’t lack capital—it lacks the infrastructure that institutions can rely on. ATLAS taking this step is equivalent to bringing Wall Street’s table onto the chain. If Citadel has already jumped in, what are you waiting for?

#加密市场 #Institutional entry

ZEC+1.02%

ZRO-5.80%

ZEC touched 871 and broke the 833 previous high. Grayscale’s Zcash spot ETF has officially listed on the NYSE. If it pulls back to 840, my long position is already in. Shorts, don’t talk tough. $ZEC

ZEC+1.02%

Today, PENGU broke through the $0.01 mark to a new recent high, rising 60% over seven days.

The IPO expectations for US stocks are back again—after the CEO posted a mysterious emoji tweet, the market immediately interpreted it as progress toward going public. The narrative of an IPO before 2027 has been reignited, and there’s even an official announcement that they’re pushing into South Korea’s retail market. A trading volume spike of $180 million isn’t hype.

Over here, $ENA gets even more interesting. Arthur Hayes has come out again to call trades, saying that the return of basis trading is a bullish signal with massive upside. He already stocked up on 22.64 million tokens earlier this month. But today, the price action is still down 6%. A major influencer calling trades is clashing with the price—this disagreement will eventually decide a winner.

Bitcoin dips below $79,000 and then bounces back. The “whale” that previously set stop-losses said, “Let’s define 10 big targets first.” They also claimed that getting in when it’s above $80,000 isn’t late, and $100,000 will arrive sooner than people think. For those who cut their losses, would saying this be surrender… or a bottom-fishing signal? Judge for yourself.

Even the whales are admitting defeat and getting ready to come back—are the shorts still stubborn? I’ve got my seat ready. Let’s see who slaps whose face first this round.

$PENGU #加密市场 #行情

ENA-4.83%

PENGU-5.21%

On the 81st step above $HYPE , price is approaching the previous high. On Hyperliquid, the top three bulls haven't reduced positions—this whale trade just made over $10.8 million in profit. I’ve already boarded the long; are the shorts still waiting for a pullback?

The big pie is up to 80k—after climbing, it pulled more than 4 moves in a single day. Now the shorts can’t sit still.

Most thrilling is that 45.22 million USD short whale—last night it opened a short at 79318. Now it’s only 2.5% away from the liquidation line. If the big pie pushes up another 2%, it’ll be liquidated. This squeeze is a bit brutal.

The longs side is also going big: “Magi” directly opened $113 million long positions at $BTC and $ETH . The account rolled from $60k to nearly 200x. Arthur Hayes also called for being fully allocated to risky assets—big pie and ether are the core bets.

Ether is catching the spotlight too. Around the 2500 area, a bunch of capital is picking up on the dip, and the focus is clearly tilted upward.

One more thing worth watching: India is set to issue its first tokenized bond in September. The RWA track looks like it’s becoming real for good.

You’ve stepped the big pie under 80k—so tell me, do you think we should first touch 83,000, or first pull back? #crypto market

ETH+1.30%

$SOL broke through 100 and pushed directly to 102; in 24 hours it pulled up more than 7. Supply is tightening—proposals are sprinting; once it passes, destroy the volume and multiply it tenfold. I’m already on the long side—are the shorts still waiting for a pullback? In dreams, you get everything.

SOL-0.04%

$PROM In one day, it surged 28 points, with a high touching 4.05. A $290 million trading volume with stacked orders—funding rate is close to zero, and longs still haven’t gotten on the train. Longs are already onboard; shorts are still waiting for a pullback? Don’t be stubborn.

PROM-0.92%

Article

Trump cut one stroke, and Bitcoin broke 78,000 again

Trump slapped Canada with a 50% tariff on cars and steel. Bitcoin promptly slipped below 78,000, and is now trading at 78,362. During the day, the market was still being ground down; at night, macro slapped it awake with a heavy blow.
During the day, the good news of U.S. Treasury bond repo rates was trumpeted loudly, but when you算 it up, the actual scale is only just over $200 billion—expectations got a bucket of cold water first. At the U.S. market open, chip stocks all got hammered: AAOI plunged 17 points dragging down optical communications, Sandisk was down 9 points, Micron, Seagate, and Western Digital were all lower, and the Philadelphia Semiconductor Index fell 2 points.
What tears most is that encryption-concept stocks are rising against the trend: Strategy is up 2.7%, Coinbase up 2.4%, and Circle up 3.5%. U.S. stocks fall while crypto stocks rise—clearly, the money is still drilling into crypto.

ETH+1.30%

$BTC broke 79000, up 2.4 points in 24 hours. The U.S. Treasury unleashed a 950 billion buyback move; 78200-78800 positioned to trap the shorts were swept through by a bullish candle. Longs are already on board, and the shorts are fully buried.

Article

HYPE Bull Momentum Halved in Three Days—50.8 Million Sell Orders Piled on Top, Who Dares to Take It?

$HYPE With this level of bullish momentum, in just three days it was cut in half.
Current price: $77.88. In the past 24 hours, it’s down 1.9%. In the perpetual market, the long premium has kept cooling off—50.8 million sell orders are sitting right overhead. Is the market waiting for a big bullish candle, or waiting for a liquidation cascade?
On one side, HYPE funding rates are cooling down; on the other, $BTC is probing back and forth around the $80k level. The daily resistance has been grinding for a few days—consolidation to digest profit-taking. This kind of move is healthier than simply rushing higher.
ETH is even more aggressive. Daily resistance has already broken, and price is consolidating above the support zone. This move will most likely outperform BTC. Just keep an eye on the two key levels: 2850 and 3000.

$BTC On the platform at 77,000, the ETF weekly inflow was 1.92 billion yuan, a 10-month high. A whale worth $154.6 million went 40x long, and institutions are still withdrawing coins. Will shorts wait for a pullback? Longs are already on board—don’t be stubborn.

Article

$HYPE keeps breaking new highs, ecosystem coins collectively take off

$HYPE Made yet another new high. Today it even touched 83.5 at the peak. In the past 24 hours, trading volume was $1.1 billion. The whole Hyperliquid ecosystem is taking off along with it.
Ecosystem little brothers are even crazier: PURR surged 57 points in a day, market cap hitting $87.93 million; KNTQ also rose 19 points. Trump specifically called out and pushed policies that are favorable—money is clearly squeezing into this ecosystem.
Things are not too calm outside: Hang Seng Tech is down 4%, KOSPI is down 3%, and Samsung is directly down 8%. The Asia-Pacific markets are all green, while crypto over here is just playing its own game.
Three major exams scheduled for this week, queued up: on Monday, new U.S. sanctions on Iran; on Wednesday, Nvidia earnings. The past 14 quarters have all beaten expectations. Also on Wednesday: the PCE. If the macro data jolts, the crypto market will sway with it.