Crypto参谋
BTC Holder
Frequent Trader
6.5 Years
宏观周期与链上数据研究者。专注用逻辑和数据还原市场真相，寻找结构性机会。
7 Following
45 Followers
29 Liked
1 Shared
All
Quotes
See original
All sold out
Is Solana's ecosystem another dark horse? $WET (HumidiFi) rises from the ashes, what is the target this time?
Recently, besides meme coins on the Solana chain, there are actually many valuable coins that have been mistakenly killed. Today, let's talk about HumidiFi ($WET), which has just completed its Relaunch and is now listed on Binance Alpha.
1. Fundamental Repair: This is not a meme coin 🐶❌ Many people think WET is a meme, but in fact, it is a serious Solana DEX aggregator. The previous contract attack event put pressure on the coin price, but the project team quickly completed the snapshot + token swap restart. Projects that have 'died once and come back to life' often have stronger community consensus and more sufficient chip turnover.
2. Valuation Logic: Is there still room? 📈 Let’s compare with the top DEXs on Solana:
Raydium ($RAY): FDV over 1 billion
Jupiter ($JUP): FDV over 8 billion
HumidiFi ($WET): Currently, the FDV is less than 200 million. Since it similarly has high traffic and aggregation trading functions, WET's current market value appears to be extremely cost-effective under the 'sector catch-up' logic. Listing on major exchanges (OKX/Bybit) means the start of liquidity premium.
3. Operational Thinking 🧠 The current range of $0.15-$0.18 is a turnover area for many early profit holders (airdrops/compensations).
Bullish Defense Line: Near $0.15 (strong support).
Short-term Target: If it can stabilize above $0.20, the upper space directly targets $0.30+.
💡 Personal opinion, not investment advice (NFA). Given the current market, since SOL remains strong, the infrastructure tokens in the ecosystem are worth allocating a bit of a base position.
What does everyone think? Do you think $WET can become the next Ray? See you in the comments👇
{alpha}(CT_501WETZjtprkDMCcUxPi9PfWnowMRZkiGGHDb9rABuRZ2U)
$WET take off #SOL上涨潜力 #美SEC和CFTC加密监管合作 #ETH走势分析
Recently, besides meme coins on the Solana chain, there are actually many valuable coins that have been mistakenly killed. Today, let's talk about HumidiFi ($WET), which has just completed its Relaunch and is now listed on Binance Alpha.
1. Fundamental Repair: This is not a meme coin 🐶❌ Many people think WET is a meme, but in fact, it is a serious Solana DEX aggregator. The previous contract attack event put pressure on the coin price, but the project team quickly completed the snapshot + token swap restart. Projects that have 'died once and come back to life' often have stronger community consensus and more sufficient chip turnover.
2. Valuation Logic: Is there still room? 📈 Let’s compare with the top DEXs on Solana:
Raydium ($RAY): FDV over 1 billion
Jupiter ($JUP): FDV over 8 billion
HumidiFi ($WET): Currently, the FDV is less than 200 million. Since it similarly has high traffic and aggregation trading functions, WET's current market value appears to be extremely cost-effective under the 'sector catch-up' logic. Listing on major exchanges (OKX/Bybit) means the start of liquidity premium.
3. Operational Thinking 🧠 The current range of $0.15-$0.18 is a turnover area for many early profit holders (airdrops/compensations).
Bullish Defense Line: Near $0.15 (strong support).
Short-term Target: If it can stabilize above $0.20, the upper space directly targets $0.30+.
💡 Personal opinion, not investment advice (NFA). Given the current market, since SOL remains strong, the infrastructure tokens in the ecosystem are worth allocating a bit of a base position.
What does everyone think? Do you think $WET can become the next Ray? See you in the comments👇
{alpha}(CT_501WETZjtprkDMCcUxPi9PfWnowMRZkiGGHDb9rABuRZ2U)
$WET take off #SOL上涨潜力 #美SEC和CFTC加密监管合作 #ETH走势分析
See original
Take profit on half of the position, wait for a miracle on the rest
Is Solana's ecosystem another dark horse? $WET (HumidiFi) rises from the ashes, what is the target this time?
Recently, besides meme coins on the Solana chain, there are actually many valuable coins that have been mistakenly killed. Today, let's talk about HumidiFi ($WET), which has just completed its Relaunch and is now listed on Binance Alpha.
1. Fundamental Repair: This is not a meme coin 🐶❌ Many people think WET is a meme, but in fact, it is a serious Solana DEX aggregator. The previous contract attack event put pressure on the coin price, but the project team quickly completed the snapshot + token swap restart. Projects that have 'died once and come back to life' often have stronger community consensus and more sufficient chip turnover.
2. Valuation Logic: Is there still room? 📈 Let’s compare with the top DEXs on Solana:
Raydium ($RAY): FDV over 1 billion
Jupiter ($JUP): FDV over 8 billion
HumidiFi ($WET): Currently, the FDV is less than 200 million. Since it similarly has high traffic and aggregation trading functions, WET's current market value appears to be extremely cost-effective under the 'sector catch-up' logic. Listing on major exchanges (OKX/Bybit) means the start of liquidity premium.
3. Operational Thinking 🧠 The current range of $0.15-$0.18 is a turnover area for many early profit holders (airdrops/compensations).
Bullish Defense Line: Near $0.15 (strong support).
Short-term Target: If it can stabilize above $0.20, the upper space directly targets $0.30+.
💡 Personal opinion, not investment advice (NFA). Given the current market, since SOL remains strong, the infrastructure tokens in the ecosystem are worth allocating a bit of a base position.
What does everyone think? Do you think $WET can become the next Ray? See you in the comments👇
{alpha}(CT_501WETZjtprkDMCcUxPi9PfWnowMRZkiGGHDb9rABuRZ2U)
$WET take off #SOL上涨潜力 #美SEC和CFTC加密监管合作 #ETH走势分析
Recently, besides meme coins on the Solana chain, there are actually many valuable coins that have been mistakenly killed. Today, let's talk about HumidiFi ($WET), which has just completed its Relaunch and is now listed on Binance Alpha.
1. Fundamental Repair: This is not a meme coin 🐶❌ Many people think WET is a meme, but in fact, it is a serious Solana DEX aggregator. The previous contract attack event put pressure on the coin price, but the project team quickly completed the snapshot + token swap restart. Projects that have 'died once and come back to life' often have stronger community consensus and more sufficient chip turnover.
2. Valuation Logic: Is there still room? 📈 Let’s compare with the top DEXs on Solana:
Raydium ($RAY): FDV over 1 billion
Jupiter ($JUP): FDV over 8 billion
HumidiFi ($WET): Currently, the FDV is less than 200 million. Since it similarly has high traffic and aggregation trading functions, WET's current market value appears to be extremely cost-effective under the 'sector catch-up' logic. Listing on major exchanges (OKX/Bybit) means the start of liquidity premium.
3. Operational Thinking 🧠 The current range of $0.15-$0.18 is a turnover area for many early profit holders (airdrops/compensations).
Bullish Defense Line: Near $0.15 (strong support).
Short-term Target: If it can stabilize above $0.20, the upper space directly targets $0.30+.
💡 Personal opinion, not investment advice (NFA). Given the current market, since SOL remains strong, the infrastructure tokens in the ecosystem are worth allocating a bit of a base position.
What does everyone think? Do you think $WET can become the next Ray? See you in the comments👇
{alpha}(CT_501WETZjtprkDMCcUxPi9PfWnowMRZkiGGHDb9rABuRZ2U)
$WET take off #SOL上涨潜力 #美SEC和CFTC加密监管合作 #ETH走势分析
See original
Is Solana's ecosystem another dark horse? $WET (HumidiFi) rises from the ashes, what is the target this time?
Recently, besides meme coins on the Solana chain, there are actually many valuable coins that have been mistakenly killed. Today, let's talk about HumidiFi ($WET), which has just completed its Relaunch and is now listed on Binance Alpha.
1. Fundamental Repair: This is not a meme coin 🐶❌ Many people think WET is a meme, but in fact, it is a serious Solana DEX aggregator. The previous contract attack event put pressure on the coin price, but the project team quickly completed the snapshot + token swap restart. Projects that have 'died once and come back to life' often have stronger community consensus and more sufficient chip turnover.
2. Valuation Logic: Is there still room? 📈 Let’s compare with the top DEXs on Solana:
Raydium ($RAY): FDV over 1 billion
Jupiter ($JUP): FDV over 8 billion
HumidiFi ($WET): Currently, the FDV is less than 200 million. Since it similarly has high traffic and aggregation trading functions, WET's current market value appears to be extremely cost-effective under the 'sector catch-up' logic. Listing on major exchanges (OKX/Bybit) means the start of liquidity premium.
3. Operational Thinking 🧠 The current range of $0.15-$0.18 is a turnover area for many early profit holders (airdrops/compensations).
Bullish Defense Line: Near $0.15 (strong support).
Short-term Target: If it can stabilize above $0.20, the upper space directly targets $0.30+.
💡 Personal opinion, not investment advice (NFA). Given the current market, since SOL remains strong, the infrastructure tokens in the ecosystem are worth allocating a bit of a base position.
What does everyone think? Do you think $WET can become the next Ray? See you in the comments👇
$WET take off #SOL上涨潜力 #美SEC和CFTC加密监管合作 #ETH走势分析
Recently, besides meme coins on the Solana chain, there are actually many valuable coins that have been mistakenly killed. Today, let's talk about HumidiFi ($WET), which has just completed its Relaunch and is now listed on Binance Alpha.
1. Fundamental Repair: This is not a meme coin 🐶❌ Many people think WET is a meme, but in fact, it is a serious Solana DEX aggregator. The previous contract attack event put pressure on the coin price, but the project team quickly completed the snapshot + token swap restart. Projects that have 'died once and come back to life' often have stronger community consensus and more sufficient chip turnover.
2. Valuation Logic: Is there still room? 📈 Let’s compare with the top DEXs on Solana:
Raydium ($RAY): FDV over 1 billion
Jupiter ($JUP): FDV over 8 billion
HumidiFi ($WET): Currently, the FDV is less than 200 million. Since it similarly has high traffic and aggregation trading functions, WET's current market value appears to be extremely cost-effective under the 'sector catch-up' logic. Listing on major exchanges (OKX/Bybit) means the start of liquidity premium.
3. Operational Thinking 🧠 The current range of $0.15-$0.18 is a turnover area for many early profit holders (airdrops/compensations).
Bullish Defense Line: Near $0.15 (strong support).
Short-term Target: If it can stabilize above $0.20, the upper space directly targets $0.30+.
💡 Personal opinion, not investment advice (NFA). Given the current market, since SOL remains strong, the infrastructure tokens in the ecosystem are worth allocating a bit of a base position.
What does everyone think? Do you think $WET can become the next Ray? See you in the comments👇
$WET take off #SOL上涨潜力 #美SEC和CFTC加密监管合作 #ETH走势分析
See original
Only RDNT dares to go against the trend? You must understand these three logics
When everyone is focused on the panic pullback of BTC, smart money has already started accumulating RDNT.
Don't be blinded by the price; look at the expected difference behind it. Why am I firmly bullish now? 👇
1. ⏳ Countdown to the time window: V3 is about to land
The official announcement is that the V3 version will be released in Q4. It is now December, and the good news will be realized in the next few days.
What does V3 mean? It means the complete repair of security vulnerabilities + an explosion in lending business. The current surge is the main force rushing ahead of the announcement.
2. 🦄 LayerZero's only 'favorite child'
Leading in cross-chain lending, but with a market value of only a few tens of millions?
As the LayerZero second season airdrop approaches, RDNT is a must-play target that cannot be bypassed. This is a violent aesthetic of double narratives overlapping.
3. 📉 Perfect risk-reward ratio (extremely high odds)
After two months of slow decline and cleansing, short selling fuel has piled up like a mountain.
As long as BTC stabilizes, RDNT, which has fundamentals, strong whales, and is at an extremely low position, just needs a spark to trigger a chain reaction of short squeezes.
💡 Conclusion:
All surges stem from **'being undervalued'**.
The current RDNT is like a spring on the eve of an explosion.
If it were you, would you choose to ambush at a low position or wait for the V3 announcement to chase the high?
(Follow me, the bull market only captures such doubling opportunities)
When everyone is focused on the panic pullback of BTC, smart money has already started accumulating RDNT.
Don't be blinded by the price; look at the expected difference behind it. Why am I firmly bullish now? 👇
1. ⏳ Countdown to the time window: V3 is about to land
The official announcement is that the V3 version will be released in Q4. It is now December, and the good news will be realized in the next few days.
What does V3 mean? It means the complete repair of security vulnerabilities + an explosion in lending business. The current surge is the main force rushing ahead of the announcement.
2. 🦄 LayerZero's only 'favorite child'
Leading in cross-chain lending, but with a market value of only a few tens of millions?
As the LayerZero second season airdrop approaches, RDNT is a must-play target that cannot be bypassed. This is a violent aesthetic of double narratives overlapping.
3. 📉 Perfect risk-reward ratio (extremely high odds)
After two months of slow decline and cleansing, short selling fuel has piled up like a mountain.
As long as BTC stabilizes, RDNT, which has fundamentals, strong whales, and is at an extremely low position, just needs a spark to trigger a chain reaction of short squeezes.
💡 Conclusion:
All surges stem from **'being undervalued'**.
The current RDNT is like a spring on the eve of an explosion.
If it were you, would you choose to ambush at a low position or wait for the V3 announcement to chase the high?
(Follow me, the bull market only captures such doubling opportunities)
RDNT
Holding
Cumulative PNL
-0.78%
See original
The Secrets of a Trader Who Earned Tens of Millions of Dollars
The following is my translation, provided for easier reading; I’m grateful that experts are still willing to share sincerely.
If you want to stop losing money in the cryptocurrency space, the first thing you should do is stop day trading; it’s a scam!
The article is long, but if you read it, I promise you'll thank me in a few years.
I started trading when I was in my teens.
I once made a lot of money and felt like Batman; I also experienced real heartbreak from failures that I'm still working to overcome.
I tried every strategy that retail investors could think of.
I even did a full year of day trading, thinking it would ultimately save me, but instead, I suffered a crushing defeat, and every time I think about it, it breaks my heart.
If you want to stop losing money in the cryptocurrency space, the first thing you should do is stop day trading; it’s a scam!
The article is long, but if you read it, I promise you'll thank me in a few years.
I started trading when I was in my teens.
I once made a lot of money and felt like Batman; I also experienced real heartbreak from failures that I'm still working to overcome.
I tried every strategy that retail investors could think of.
I even did a full year of day trading, thinking it would ultimately save me, but instead, I suffered a crushing defeat, and every time I think about it, it breaks my heart.
See original
BTC breaking below 89,500 is just an appetizer? The main force is approaching the 'hunting zone' below 2 billion!
I am the Crypto advisor.
The current price of Bitcoin is $89,594. The square is full of wails. But if you're only crying over the candlestick, you deserve to be cut.
1. The logic of the 'slaughterhouse' by the big players
Why has it not only dropped below 90,000? Because it’s not painful enough. The current bulls are not yet desperate; they are still holding on. The big players need fuel to push the price; the fuel is the liquidations of high-leverage long positions.
2. The 'bloody coordinates' on the map: $88,200
Data clearly shows: In the narrow range of $88,000 - $88,200, over 2 billion dollars of high-leverage long liquidations have accumulated. For the main force, this drop is not for unloading but to **'insert a needle downwards'**, accurately hunting this 2 billion liquidity.
3. Script simulation (life or death in 24 hours)
Inducing shorts: Hovering around 89,500, inducing retail investors to feel 'holding on', and entering to catch the bottom.
Hunting: Suddenly, a large bearish candle pierces $88,000, instantly blowing up all high-leverage longs, grabbing the bloody chips.
Reversal: Quickly V-recover after the needle insertion (V-Shape Recovery), reclaiming above 90,000, leaving a mess behind.
💡 The advisor's final warning
The current market is not just about rising or falling; it’s a hunting ground.
If you are holding high-leverage longs: Stop loss immediately or add margin; don’t harbor illusions; you are standing at the barrel of a gun.
If you are a spot trader: $88,000, this 'bloody needle insertion' position, is the golden pit for placing orders to acquire.
Don’t be the prey; be the hunter.
I am the Crypto advisor.
The current price of Bitcoin is $89,594. The square is full of wails. But if you're only crying over the candlestick, you deserve to be cut.
1. The logic of the 'slaughterhouse' by the big players
Why has it not only dropped below 90,000? Because it’s not painful enough. The current bulls are not yet desperate; they are still holding on. The big players need fuel to push the price; the fuel is the liquidations of high-leverage long positions.
2. The 'bloody coordinates' on the map: $88,200
Data clearly shows: In the narrow range of $88,000 - $88,200, over 2 billion dollars of high-leverage long liquidations have accumulated. For the main force, this drop is not for unloading but to **'insert a needle downwards'**, accurately hunting this 2 billion liquidity.
3. Script simulation (life or death in 24 hours)
Inducing shorts: Hovering around 89,500, inducing retail investors to feel 'holding on', and entering to catch the bottom.
Hunting: Suddenly, a large bearish candle pierces $88,000, instantly blowing up all high-leverage longs, grabbing the bloody chips.
Reversal: Quickly V-recover after the needle insertion (V-Shape Recovery), reclaiming above 90,000, leaving a mess behind.
💡 The advisor's final warning
The current market is not just about rising or falling; it’s a hunting ground.
If you are holding high-leverage longs: Stop loss immediately or add margin; don’t harbor illusions; you are standing at the barrel of a gun.
If you are a spot trader: $88,000, this 'bloody needle insertion' position, is the golden pit for placing orders to acquire.
Don’t be the prey; be the hunter.
See original
A family's opinion, for reference only. The underlying logic is more important than short-term predictions. Rational discussions of different viewpoints are welcome.
The night before the non-farm payrolls, where did the funds go? A recap of the 3 major capital flows this week
On Friday's non-farm payroll night, the market defended at 92k with reduced volume.
Many people feel that the market is out of money, but by tracking this week's on-chain and institutional capital flows, I saw 3 obvious “hidden flows”.
1. Defensive funds: Flowing into RWA for interest
• Phenomenon: During the sideways movement of Bitcoin, the TVL of RWA leaders (such as ONDO) reached a new high against the trend.
• Capital logic: Institutional funds are very smart. Before the non-farm data is released, rather than gambling on volatility in the market, it’s better to convert idle U into US Treasury tokens, “lying down to earn interest, waiting for the wind to come”. This is a typical defensive allocation.
2. Offensive funds: Betting on AI application layer
• Phenomenon: On-chain funds are starting to rotate from “old infrastructure” to “new applications”. The AI Agent sector on the Base chain (such as Virtuals) has seen significant capital inflow this week.
• Capital logic: Funds are always looking for high-odds narratives. When Bitcoin consolidates, speculative funds are betting on the practical applications of AI + Crypto, which may be the biggest Alpha in the second half of the bull market.
3. Ballast funds: ETF outflows have stopped
• Phenomenon: After experiencing net outflows post-Thanksgiving, the capital flow of Bitcoin spot ETFs has begun to turn positive this week.
• Capital logic: Wall Street has not exited. They completed handover in the 90k-92k range. As long as ETFs do not continue to have significant outflows, the market's bottom is here.
💡 Summary of the advisor and weekend script
Tonight at 21:30, the non-farm data will be released. Regardless of whether the data is good or bad, volatility will return.
• Short-term script: There will be an “injection” market (up and down sweep losses) immediately after the data release.
• Operation guide:
1. Contract party: Stay out of positions overnight tonight, don’t bet on the data.
2. Spot party: The funds are all in the market and haven’t left, so don’t panic. Keep a close eye on 92k, holding it is victory.
On Friday's non-farm payroll night, the market defended at 92k with reduced volume.
Many people feel that the market is out of money, but by tracking this week's on-chain and institutional capital flows, I saw 3 obvious “hidden flows”.
1. Defensive funds: Flowing into RWA for interest
• Phenomenon: During the sideways movement of Bitcoin, the TVL of RWA leaders (such as ONDO) reached a new high against the trend.
• Capital logic: Institutional funds are very smart. Before the non-farm data is released, rather than gambling on volatility in the market, it’s better to convert idle U into US Treasury tokens, “lying down to earn interest, waiting for the wind to come”. This is a typical defensive allocation.
2. Offensive funds: Betting on AI application layer
• Phenomenon: On-chain funds are starting to rotate from “old infrastructure” to “new applications”. The AI Agent sector on the Base chain (such as Virtuals) has seen significant capital inflow this week.
• Capital logic: Funds are always looking for high-odds narratives. When Bitcoin consolidates, speculative funds are betting on the practical applications of AI + Crypto, which may be the biggest Alpha in the second half of the bull market.
3. Ballast funds: ETF outflows have stopped
• Phenomenon: After experiencing net outflows post-Thanksgiving, the capital flow of Bitcoin spot ETFs has begun to turn positive this week.
• Capital logic: Wall Street has not exited. They completed handover in the 90k-92k range. As long as ETFs do not continue to have significant outflows, the market's bottom is here.
💡 Summary of the advisor and weekend script
Tonight at 21:30, the non-farm data will be released. Regardless of whether the data is good or bad, volatility will return.
• Short-term script: There will be an “injection” market (up and down sweep losses) immediately after the data release.
• Operation guide:
1. Contract party: Stay out of positions overnight tonight, don’t bet on the data.
2. Spot party: The funds are all in the market and haven’t left, so don’t panic. Keep a close eye on 92k, holding it is victory.
See original
The night before the non-farm payrolls, where did the funds go? A recap of the 3 major capital flows this week
On Friday's non-farm payroll night, the market defended at 92k with reduced volume.
Many people feel that the market is out of money, but by tracking this week's on-chain and institutional capital flows, I saw 3 obvious “hidden flows”.
1. Defensive funds: Flowing into RWA for interest
• Phenomenon: During the sideways movement of Bitcoin, the TVL of RWA leaders (such as ONDO) reached a new high against the trend.
• Capital logic: Institutional funds are very smart. Before the non-farm data is released, rather than gambling on volatility in the market, it’s better to convert idle U into US Treasury tokens, “lying down to earn interest, waiting for the wind to come”. This is a typical defensive allocation.
2. Offensive funds: Betting on AI application layer
• Phenomenon: On-chain funds are starting to rotate from “old infrastructure” to “new applications”. The AI Agent sector on the Base chain (such as Virtuals) has seen significant capital inflow this week.
• Capital logic: Funds are always looking for high-odds narratives. When Bitcoin consolidates, speculative funds are betting on the practical applications of AI + Crypto, which may be the biggest Alpha in the second half of the bull market.
3. Ballast funds: ETF outflows have stopped
• Phenomenon: After experiencing net outflows post-Thanksgiving, the capital flow of Bitcoin spot ETFs has begun to turn positive this week.
• Capital logic: Wall Street has not exited. They completed handover in the 90k-92k range. As long as ETFs do not continue to have significant outflows, the market's bottom is here.
💡 Summary of the advisor and weekend script
Tonight at 21:30, the non-farm data will be released. Regardless of whether the data is good or bad, volatility will return.
• Short-term script: There will be an “injection” market (up and down sweep losses) immediately after the data release.
• Operation guide:
1. Contract party: Stay out of positions overnight tonight, don’t bet on the data.
2. Spot party: The funds are all in the market and haven’t left, so don’t panic. Keep a close eye on 92k, holding it is victory.
On Friday's non-farm payroll night, the market defended at 92k with reduced volume.
Many people feel that the market is out of money, but by tracking this week's on-chain and institutional capital flows, I saw 3 obvious “hidden flows”.
1. Defensive funds: Flowing into RWA for interest
• Phenomenon: During the sideways movement of Bitcoin, the TVL of RWA leaders (such as ONDO) reached a new high against the trend.
• Capital logic: Institutional funds are very smart. Before the non-farm data is released, rather than gambling on volatility in the market, it’s better to convert idle U into US Treasury tokens, “lying down to earn interest, waiting for the wind to come”. This is a typical defensive allocation.
2. Offensive funds: Betting on AI application layer
• Phenomenon: On-chain funds are starting to rotate from “old infrastructure” to “new applications”. The AI Agent sector on the Base chain (such as Virtuals) has seen significant capital inflow this week.
• Capital logic: Funds are always looking for high-odds narratives. When Bitcoin consolidates, speculative funds are betting on the practical applications of AI + Crypto, which may be the biggest Alpha in the second half of the bull market.
3. Ballast funds: ETF outflows have stopped
• Phenomenon: After experiencing net outflows post-Thanksgiving, the capital flow of Bitcoin spot ETFs has begun to turn positive this week.
• Capital logic: Wall Street has not exited. They completed handover in the 90k-92k range. As long as ETFs do not continue to have significant outflows, the market's bottom is here.
💡 Summary of the advisor and weekend script
Tonight at 21:30, the non-farm data will be released. Regardless of whether the data is good or bad, volatility will return.
• Short-term script: There will be an “injection” market (up and down sweep losses) immediately after the data release.
• Operation guide:
1. Contract party: Stay out of positions overnight tonight, don’t bet on the data.
2. Spot party: The funds are all in the market and haven’t left, so don’t panic. Keep a close eye on 92k, holding it is victory.
BTC
Holding
Cumulative PNL
+2.24%
See original
Inventory hits a 3-year low! Behind the 92k sideways movement, the data reveals the dealer's bottom line.
I am a Crypto Advisor. I don't guess ups and downs, I only look at the data 📈
Bitcoin is stuck at 92k, many people want to exit. But on-chain data has sent an extremely contrasting signal.
1: Sell orders are exhausted (supply-side crisis)
Hard data: The Bitcoin inventory in exchanges (Exchange Reserve) has fallen to a 3-year low.
The truth: Even when the price is near new highs, there are no large holders recharging to dump, instead, they are withdrawing to cold wallets. The sellable chips are becoming less and less.
Signal 2: Bullets are loaded (accumulated purchasing power)
Hard data: Contrary to BTC outflows, the balance of stablecoins (USDT/USDC) in exchanges is continuously accumulating.
Bitcoin is stuck at 92k, many people want to exit. But on-chain data has sent an extremely contrasting signal.
1: Sell orders are exhausted (supply-side crisis)
Hard data: The Bitcoin inventory in exchanges (Exchange Reserve) has fallen to a 3-year low.
The truth: Even when the price is near new highs, there are no large holders recharging to dump, instead, they are withdrawing to cold wallets. The sellable chips are becoming less and less.
Signal 2: Bullets are loaded (accumulated purchasing power)
Hard data: Contrary to BTC outflows, the balance of stablecoins (USDT/USDC) in exchanges is continuously accumulating.
See original
From 126k to 80k: We Climbed Back from the Bottom! How Will the Next 100k Threshold Go?
I am the Crypto Advisor. Bitcoin has completed a 36.5% deep pullback from its peak of $126,000 to a low of $80,000 in just a few weeks.
Now, the price hovers around $92,000. No one in the square is talking about the bull market anymore, but the truth is: we have successfully passed the most brutal 'stress test' in the bull market cycle. Here are 3 logics we must know after climbing up from the $80k bottom:
1. Logic One: Historical pullback stress test, passed
• Fact: A drop of 36.5%, perfectly matching the historical deep pullback pattern of 30%-40% in bull markets.
Now, the price hovers around $92,000. No one in the square is talking about the bull market anymore, but the truth is: we have successfully passed the most brutal 'stress test' in the bull market cycle. Here are 3 logics we must know after climbing up from the $80k bottom:
1. Logic One: Historical pullback stress test, passed
• Fact: A drop of 36.5%, perfectly matching the historical deep pullback pattern of 30%-40% in bull markets.
See original
A personal opinion, for reference only. Underlying logic is more important than short-term predictions. Rational exchange of different viewpoints is welcome.
I am a Crypto advisor. No storytelling, no inspirational quotes, just logic.
The market has been in a sideways trend for a month, and many people's faith has collapsed. Is the bull market over?
My conclusion: No. It is currently a halftime break in the bull market, a phase for washing out weak hands.
Supporting this judgment are not the candlesticks, but these 3 underlying logical anchors: Anchor 1: The global faucet is being turned on (macro bottom)
• Fact: The Federal Reserve's two-year violent interest rate hike cycle has completely ended, and a collective shift of global central banks to a rate-cutting cycle is a certain event.
• Logic: Cryptocurrency is a magnifier of global liquidity. Once the faucet is turned on, the water will flow to the assets with the highest beta.
• Differentiation: Don't focus on whether there will be a rate cut in the next month or two; look at the major trend for the next two years. The trend is irreversible. Anchor 2: Retail investors are cutting losses, while whales are bottom-fishing (chip bottom)
• Fact: On-chain data shows that short-term holders (retail investors) are losing and leaving, while long-term holders (HODLers) and institutional addresses are increasing their holdings.
• Logic: This is a classic chip exchange process. Chips are flowing from the weak hands of the uncertain to the strong hands of those looking to hold long-term.
• Differentiation: Price is superficial; the chip structure is the truth. The bottom is always cut out by retail investors. Anchor 3: The cycle law has never failed (time bottom)
• Fact: Compared to past Bitcoin halving cycles, the current increase in price and time span is far from reaching the fervor of the cycle peak.
• Logic: Every bull market does not go straight up; it will experience brutal "mid-term corrections" to wash out leverage. 2013, 2017, and 2021 are no exceptions.
• Differentiation: Don't measure the fluctuations of minute candlesticks against a cycle measured in years. It's just a halftime break now.
💡 Advisor's conclusion
At this position, the biggest risk is not being trapped, but falling before dawn, dying in the mid-term fluctuations of the bull market.
Hold onto your spot, invest regularly in cash, and don't touch contracts.
The logic is complete; believe it or not.
The market has been in a sideways trend for a month, and many people's faith has collapsed. Is the bull market over?
My conclusion: No. It is currently a halftime break in the bull market, a phase for washing out weak hands.
Supporting this judgment are not the candlesticks, but these 3 underlying logical anchors: Anchor 1: The global faucet is being turned on (macro bottom)
• Fact: The Federal Reserve's two-year violent interest rate hike cycle has completely ended, and a collective shift of global central banks to a rate-cutting cycle is a certain event.
• Logic: Cryptocurrency is a magnifier of global liquidity. Once the faucet is turned on, the water will flow to the assets with the highest beta.
• Differentiation: Don't focus on whether there will be a rate cut in the next month or two; look at the major trend for the next two years. The trend is irreversible. Anchor 2: Retail investors are cutting losses, while whales are bottom-fishing (chip bottom)
• Fact: On-chain data shows that short-term holders (retail investors) are losing and leaving, while long-term holders (HODLers) and institutional addresses are increasing their holdings.
• Logic: This is a classic chip exchange process. Chips are flowing from the weak hands of the uncertain to the strong hands of those looking to hold long-term.
• Differentiation: Price is superficial; the chip structure is the truth. The bottom is always cut out by retail investors. Anchor 3: The cycle law has never failed (time bottom)
• Fact: Compared to past Bitcoin halving cycles, the current increase in price and time span is far from reaching the fervor of the cycle peak.
• Logic: Every bull market does not go straight up; it will experience brutal "mid-term corrections" to wash out leverage. 2013, 2017, and 2021 are no exceptions.
• Differentiation: Don't measure the fluctuations of minute candlesticks against a cycle measured in years. It's just a halftime break now.
💡 Advisor's conclusion
At this position, the biggest risk is not being trapped, but falling before dawn, dying in the mid-term fluctuations of the bull market.
Hold onto your spot, invest regularly in cash, and don't touch contracts.
The logic is complete; believe it or not.
See original
I am a Crypto advisor. No storytelling, no inspirational quotes, just logic.
The market has been in a sideways trend for a month, and many people's faith has collapsed. Is the bull market over?
My conclusion: No. It is currently a halftime break in the bull market, a phase for washing out weak hands.
Supporting this judgment are not the candlesticks, but these 3 underlying logical anchors: Anchor 1: The global faucet is being turned on (macro bottom)
• Fact: The Federal Reserve's two-year violent interest rate hike cycle has completely ended, and a collective shift of global central banks to a rate-cutting cycle is a certain event.
• Logic: Cryptocurrency is a magnifier of global liquidity. Once the faucet is turned on, the water will flow to the assets with the highest beta.
• Differentiation: Don't focus on whether there will be a rate cut in the next month or two; look at the major trend for the next two years. The trend is irreversible. Anchor 2: Retail investors are cutting losses, while whales are bottom-fishing (chip bottom)
• Fact: On-chain data shows that short-term holders (retail investors) are losing and leaving, while long-term holders (HODLers) and institutional addresses are increasing their holdings.
• Logic: This is a classic chip exchange process. Chips are flowing from the weak hands of the uncertain to the strong hands of those looking to hold long-term.
• Differentiation: Price is superficial; the chip structure is the truth. The bottom is always cut out by retail investors. Anchor 3: The cycle law has never failed (time bottom)
• Fact: Compared to past Bitcoin halving cycles, the current increase in price and time span is far from reaching the fervor of the cycle peak.
• Logic: Every bull market does not go straight up; it will experience brutal "mid-term corrections" to wash out leverage. 2013, 2017, and 2021 are no exceptions.
• Differentiation: Don't measure the fluctuations of minute candlesticks against a cycle measured in years. It's just a halftime break now.
💡 Advisor's conclusion
At this position, the biggest risk is not being trapped, but falling before dawn, dying in the mid-term fluctuations of the bull market.
Hold onto your spot, invest regularly in cash, and don't touch contracts.
The logic is complete; believe it or not.
The market has been in a sideways trend for a month, and many people's faith has collapsed. Is the bull market over?
My conclusion: No. It is currently a halftime break in the bull market, a phase for washing out weak hands.
Supporting this judgment are not the candlesticks, but these 3 underlying logical anchors: Anchor 1: The global faucet is being turned on (macro bottom)
• Fact: The Federal Reserve's two-year violent interest rate hike cycle has completely ended, and a collective shift of global central banks to a rate-cutting cycle is a certain event.
• Logic: Cryptocurrency is a magnifier of global liquidity. Once the faucet is turned on, the water will flow to the assets with the highest beta.
• Differentiation: Don't focus on whether there will be a rate cut in the next month or two; look at the major trend for the next two years. The trend is irreversible. Anchor 2: Retail investors are cutting losses, while whales are bottom-fishing (chip bottom)
• Fact: On-chain data shows that short-term holders (retail investors) are losing and leaving, while long-term holders (HODLers) and institutional addresses are increasing their holdings.
• Logic: This is a classic chip exchange process. Chips are flowing from the weak hands of the uncertain to the strong hands of those looking to hold long-term.
• Differentiation: Price is superficial; the chip structure is the truth. The bottom is always cut out by retail investors. Anchor 3: The cycle law has never failed (time bottom)
• Fact: Compared to past Bitcoin halving cycles, the current increase in price and time span is far from reaching the fervor of the cycle peak.
• Logic: Every bull market does not go straight up; it will experience brutal "mid-term corrections" to wash out leverage. 2013, 2017, and 2021 are no exceptions.
• Differentiation: Don't measure the fluctuations of minute candlesticks against a cycle measured in years. It's just a halftime break now.
💡 Advisor's conclusion
At this position, the biggest risk is not being trapped, but falling before dawn, dying in the mid-term fluctuations of the bull market.
Hold onto your spot, invest regularly in cash, and don't touch contracts.
The logic is complete; believe it or not.
BTC
Holding
Cumulative PNL
+1.87%
Login to explore more contents