108s

Hey there...
If you haven't seen it yet,
Here's my spot for coffee invites
Feel free to hit me up until no one else is inviting anymore.
Sincerely appreciate it💛

$SKR dip +354,74%
Injected with a strong pump in 1 pulse, for 2 straight days without any pullback
Now dumping from 0.034 down to 0.0227
H1 is still holding the base, but momentum has decreased.
Dev is still continuously distributing SKR to users; for Round 3 alone, 29M SKR is claimable
New inventory is still flowing out.
If we can hold this support, we can still sweep back to the highs
If we lose this zone, then the trend is basically over.

$TAC 🔻
chia 4 trong 15p
Luckily I can’t install sl
Not this morning either, it's cut off already
Whoever can hold on long enough until now deserves to be green
I’m not worthy kk
#LenhNguocDong
$BTR $BICO

$BTC $ETH
money is being rotated.
While Nvidia is being scrutinized through a whole AI frenzy.
Fear begins to take root
But crypto is strongly pulling in huge institutional money. And this divergence is worth noting. Tonight, Nvidia will announce Q2. What the market wants to know is not just whether revenue beats.

Its three largest customers previously accounted for 54% of Nvidia revenue. The company also participates in a platform expected to fund more than $500 billion for AI infrastructure.

To put it bluntly: Nvidia sells shovels and pickaxes.
Now, the ecosystem around Nvidia also helps gold miners have money to buy shovels and pickaxes.
So how strong is real AI demand, and what portion is actually being sustained by the AI pipeline itself?
As that question grows bigger, crypto is receiving money very clearly.

From 17–25/8, U.S. Bitcoin ETFs attracted about $2.57 billion over 7 straight sessions.
Ethereum ETFs also pulled in about $988 million during the same 7 sessions.
I haven’t even said that selling Nvidia money is running straight into BTC.
There’s no clear data yet.
But the direction of capital flow is drawing attention:
AI is starting to be re-examined in terms of valuation and the quality of demand.
Meanwhile, crypto institutions keep raising their bid prices.
If Nvidia reports well but the stock still can’t rise, while BTC/ETH hold steady and ETFs continue drawing inflows, that would be an early signal that some capital is starting to leave AI in order to find a new source of beta.

$ETH dip +67%
Top trader Binance is currently Long about 71% of positions.
Too crowded already.
Need one shake-up before price can continue higher
The most recent grants from the Ethereum Foundation only transferred 566 ETH ~1.09M USD. Not enough to really change the structure.
The US ETF has attracted $692.6M over 5 consecutive sessions.
Price is currently around 2.51K.
Holding 2.2–2.3K → the trend is still strong.
Break above 1.95K—structure is broken
Still leaning bullish to continue after the pullback.

$TAC vif still has momentum too
Haven't seen the distribution zone yet
But $ONG says the whales are closing in gradually now
This area limits buying
I went in first with a portion...

$BTC
Price has just broken above 80K; this morning it already touched 81.2K.
But I haven't chased the long yet.
Yesterday's ETF saw additional inflows of +337.6M USD.
This part now looks like it may be setting up for another dump downward.
The short bounce zone is around 77–78K.
After pumping too fast, pulling back here will help shake off leveraged longs a bit, then accumulating again will be healthier.
The ETF is still buying; I don't see a reason for the larger trend to end yet.
It could be a sell-off wave dipping below the prior area first, then accumulating and flying higher again.

$ETH
Jiang Zhuoer (trùm đào BTC) has just strongly shifted his bias to ETH.
But he sold earlier.
If ETH breaks above 2K, he has to buy back around 2,100.
And only the remaining 20–30% in cash is the part worth watching
He said that if BTC comes back to 67–72K, all those USDT will be switched to ETH.
If not, at the latest he will still buy by the end of October.
Jiang also set a scenario for ETH/BTC at 0.1. If BTC is 200K, ETH would be around 20K.
Don’t focus on how bullish he says ETH is.
I just look at the money.
Whether that 20–30% USDT really gets converted into ETH is what’s worth assessing.
Tom Lee is also bullish on ETH, but BitMine is holding up to 5.82M ETH.
People who are sitting on a lot of ETH naturally benefit when the ETH narrative is strong.
Listen to what they say to understand the story.
Watch what they do to know how much they believe.

$LIT DIP +363.88%
Just a little more
Only about 19% away from breaking the ATH.
The top trader is still leaning Long at about 57%.
The top on-chain holder has just transferred over 560K USD worth of LIT to Upbit/Bitget to take profit, yet the price is still absorbing it quite well.
At this zone, I limit Shorting LIT. The closer to the ATH, the easier it is to pull it up for another move that forces liquidation and closes all Shorts.
Best move is to wait for a pullback and then buy on the way up, rather than trying to catch the top right in front of this candle’s force.

Up nearly 20% last week, but now it still stays around 77.4k.
There hasn’t been any kind of strong sell-off yet that’s enough to call the trend over.
ETF for 5 consecutive sessions +$1.92B.
Real money is still buying. 79k has whales taking profit, but the resistance zone 75–76k hasn’t broken yet.
OI is dropping a lot, but the price isn’t falling.
Leverage has been reduced, but positions aren’t being liquidated/sold off.
The 80k zone will be tested again.
$BTC If it breaks, it can go up to 82–85k quickly because the area above is thin on liquidity.
Only if 75k breaks clearly and + the ETF momentum runs out—that’s when it finds a place to sell down.