B策略
1k Posts
B策略
复利之旅
USD1 Holder
Frequent Trader
1 Years
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No.3 | Cycle: BEAR_BOTTOM (Confidence: medium) | Alpha: -0.1100
Belief buyers, crossing through a -49% drawdown, accumulated to ~4M BTC; meanwhile ETH sellers were exhausted down to the lowest level in ten years. Realized volatility is at a historical bottom of 3%, and the bottoming signals are notably strengthened. However, buyers are absent. Options GEX shows the $60K–$70K area as the key showdown range: negative gamma amplifies downside moves below the low $60K, while positive gamma buffers upside near $70K.
Key signals:
1. [onchain] LTH/Belief buyer accumulation: Belief buyers have continued to absorb during the -49% drawdown, now holding ~4M BTC, reflecting long-term holders’ conviction to stock coins in the bottom zone
2. [onchain] Seller exhaustion (ETH): ETH sellers are exhausted to a ten-year low; realized volatility is at the historical bottom of 3%, and over 60% of supply is underwater. Sellers are flushing liquidity, but buyers must show up
3. [derivatives] GEX/Gamma distribution: Negative gamma clusters in the low $60K region, making BTC below that level more fragile. Positive gamma near ~ $70K provides upside hedging and stability. $60K–$70K is the battleground for directional choice
4. [derivatives] Options IV and Skew: IV and skew continue to compress; near-term panic fades. The options market’s defensiveness decreases, but it is not complacent
Belief buyers, crossing through a -49% drawdown, accumulated to ~4M BTC; meanwhile ETH sellers were exhausted down to the lowest level in ten years. Realized volatility is at a historical bottom of 3%, and the bottoming signals are notably strengthened. However, buyers are absent. Options GEX shows the $60K–$70K area as the key showdown range: negative gamma amplifies downside moves below the low $60K, while positive gamma buffers upside near $70K.
Key signals:
1. [onchain] LTH/Belief buyer accumulation: Belief buyers have continued to absorb during the -49% drawdown, now holding ~4M BTC, reflecting long-term holders’ conviction to stock coins in the bottom zone
2. [onchain] Seller exhaustion (ETH): ETH sellers are exhausted to a ten-year low; realized volatility is at the historical bottom of 3%, and over 60% of supply is underwater. Sellers are flushing liquidity, but buyers must show up
3. [derivatives] GEX/Gamma distribution: Negative gamma clusters in the low $60K region, making BTC below that level more fragile. Positive gamma near ~ $70K provides upside hedging and stability. $60K–$70K is the battleground for directional choice
4. [derivatives] Options IV and Skew: IV and skew continue to compress; near-term panic fades. The options market’s defensiveness decreases, but it is not complacent
No.1 | Period: BEAR_BOTTOM (confidence: medium) | Alpha: +0.0000
BTC remains stable at $65k: strong institutional inflows + downside hedging helps ease pressure, but on-chain activity is sluggish and spot liquidity remains lackluster—any recovery still feels tentative.
Key signals:
1. [institutional] Institutional inflows: strong institutional inflows (robust institutional inflows), improved new capital flows (fresh flow improving)
2. [derivatives] Taker demand: taker demand is strengthening (stronger taker demand)
3. [derivatives] 1M 25-delta skew: 1M skew has been positive for nearly a year, but the downside protection premium is slowly easing
4. [derivatives] Long-term hedging demand: longer-dated hedging demand remains elevated
5. [onchain] On-chain activity / participation: weak on-chain activity; participation and demand are thin (weak on-chain activity, participation and demand thin)
BTC remains stable at $65k: strong institutional inflows + downside hedging helps ease pressure, but on-chain activity is sluggish and spot liquidity remains lackluster—any recovery still feels tentative.
Key signals:
1. [institutional] Institutional inflows: strong institutional inflows (robust institutional inflows), improved new capital flows (fresh flow improving)
2. [derivatives] Taker demand: taker demand is strengthening (stronger taker demand)
3. [derivatives] 1M 25-delta skew: 1M skew has been positive for nearly a year, but the downside protection premium is slowly easing
4. [derivatives] Long-term hedging demand: longer-dated hedging demand remains elevated
5. [onchain] On-chain activity / participation: weak on-chain activity; participation and demand are thin (weak on-chain activity, participation and demand thin)
⚡ Musk’s AI encyclopedia Grokipedia reportedly hasn’t been updated for months, with edit requests left unhandled
xAI’s AI-generated encyclopedia Grokipedia stopped processing any edit requests as of April 24. More than three months have passed. Previously, edits were handled quickly, but since then all pending edits have remained in the “under review” status— the system no longer approves or rejects any changes.
Grokipedia’s automated back-end system stopped submitting model-generated edits in stages between March and mid-April. After that, all edit requests came exclusively from human users, entering an unending loop with no one handling them.
Fact corrections submitted by users account for 97% of all submissions. Previously, the system approved or adopted 76.5% of them. Archive snapshots from about 480 pages show that the main text had no changes around April 24. It is still unclear whether xAI is preparing major revisions or has abandoned the project
What falls is the price; what remains is understanding.
#BTC #加密货币 #热点速递 #Market analysis
xAI’s AI-generated encyclopedia Grokipedia stopped processing any edit requests as of April 24. More than three months have passed. Previously, edits were handled quickly, but since then all pending edits have remained in the “under review” status— the system no longer approves or rejects any changes.
Grokipedia’s automated back-end system stopped submitting model-generated edits in stages between March and mid-April. After that, all edit requests came exclusively from human users, entering an unending loop with no one handling them.
Fact corrections submitted by users account for 97% of all submissions. Previously, the system approved or adopted 76.5% of them. Archive snapshots from about 480 pages show that the main text had no changes around April 24. It is still unclear whether xAI is preparing major revisions or has abandoned the project
What falls is the price; what remains is understanding.
#BTC #加密货币 #热点速递 #Market analysis
📊 Google AI Team Undergoes Major Changes; Uniswap Launches a Token Issuance Platform on the Robinhood Chain Pools
Japanese Stablecoin Company JPYC Completes $38M Series B Funding; Sequoia Capital Completes $10B+ Another Round and Plans to Invest $2.5B in Anthropic; ByteDance Integrates Doubao, Feishu, and Volcano Engine, Shifting Its AI Business Focus to B2B Productivity
Seeing the account’s ups and downs is hard not to feel a bit wistful—slow is fast.
#加密市场 #区块链 #BTC行情 #Hotspot Tracking
Japanese Stablecoin Company JPYC Completes $38M Series B Funding; Sequoia Capital Completes $10B+ Another Round and Plans to Invest $2.5B in Anthropic; ByteDance Integrates Doubao, Feishu, and Volcano Engine, Shifting Its AI Business Focus to B2B Productivity
Seeing the account’s ups and downs is hard not to feel a bit wistful—slow is fast.
#加密市场 #区块链 #BTC行情 #Hotspot Tracking
🔔 Wall Street Morning Post: Dow hits another new high as tech stocks retreat; expectations miss from SanDisk and Western Digital guides; after-hours plunge; gold surges 4% lifting the mining sector; Google AI leadership adjustments drag shares
Two Fed officials turn hawkish; Nvidia posts a fifth straight gain to hit a two-month high; SpaceX, AMD, and Google all fall, weighing on the Nasdaq. Memory, optical communications, and photovoltaic sectors face broad pressure, while gold mining and healthcare become winners.
SanDisk and Western Digital fell 8% and 12% in the after-hours session respectively; AppLovin sharply weakened by more than 25%. Crypto miners CleanSpark, MARA, and others are set to release earnings soon
How many people get shaken out of the ride at this stage, leaving only a sigh.
#BTC #加密货币 #热点速递 #Market Analysis
Two Fed officials turn hawkish; Nvidia posts a fifth straight gain to hit a two-month high; SpaceX, AMD, and Google all fall, weighing on the Nasdaq. Memory, optical communications, and photovoltaic sectors face broad pressure, while gold mining and healthcare become winners.
SanDisk and Western Digital fell 8% and 12% in the after-hours session respectively; AppLovin sharply weakened by more than 25%. Crypto miners CleanSpark, MARA, and others are set to release earnings soon
How many people get shaken out of the ride at this stage, leaving only a sigh.
#BTC #加密货币 #热点速递 #Market Analysis
⚡ MarsCoin Detonates on BNB Chain: Meme Coins Enter the RWA Era?
In the future, competition among meme coins may no longer be just about fighting for attention, but about fighting for how to turn that attention into real asset value
It’s all fun and excitement, but friends who chase after pumps—remember to buckle up.
#比特币 #数字货币 #加密热点 #Market Updates
In the future, competition among meme coins may no longer be just about fighting for attention, but about fighting for how to turn that attention into real asset value
It’s all fun and excitement, but friends who chase after pumps—remember to buckle up.
#比特币 #数字货币 #加密热点 #Market Updates
🔔 Google AI leadership shake-up: AGI deep-water showdown and a physical split from everyday model sparring
In August 2026, Google’s AI division underwent the most intense personnel reshuffle in its history. Hassabis stepped down as CEO to go straight into the AGI strategy. Koray took over the daily-model sparring, while Jeff Dean left along with four founding veterans to start Discovery Loop.
Behind this overhaul is Google’s strategic trade-off between its long-term AGI vision and short-term commercial competition. This article breaks down the “split and plug-in” logic, offering developers and industry observers deep insights into where Google AI is headed.
It’s exciting, but if you’re the type to chase the top, remember to buckle up.
#加密市场 #区块链 #BTC行情 #Hot tracking
In August 2026, Google’s AI division underwent the most intense personnel reshuffle in its history. Hassabis stepped down as CEO to go straight into the AGI strategy. Koray took over the daily-model sparring, while Jeff Dean left along with four founding veterans to start Discovery Loop.
Behind this overhaul is Google’s strategic trade-off between its long-term AGI vision and short-term commercial competition. This article breaks down the “split and plug-in” logic, offering developers and industry observers deep insights into where Google AI is headed.
It’s exciting, but if you’re the type to chase the top, remember to buckle up.
#加密市场 #区块链 #BTC行情 #Hot tracking
🔔 Tiger Research: The Stories of Four Ordinary People, Revealing the Final Destination of Blockchain in 2036
How will blockchain in 2036 change the world? Stablecoins replace fiat currency, assets trade around the clock, public chains undergo drastic consolidation, and content monetization enters the era of machine economics. Through the stories of four ordinary people, we reveal these future trends that are already taking shape
What falls is the price; what remains is insight.
#BTC #加密货币 #热点速递 #Market analysis
How will blockchain in 2036 change the world? Stablecoins replace fiat currency, assets trade around the clock, public chains undergo drastic consolidation, and content monetization enters the era of machine economics. Through the stories of four ordinary people, we reveal these future trends that are already taking shape
What falls is the price; what remains is insight.
#BTC #加密货币 #热点速递 #Market analysis
🔔 PayPal’s new CEO launches business reorganization: will split its three main business lines for the first time and set revenue targets
PayPal’s incoming CEO, Enrique Lores, said the company plans to begin independently disclosing its three core business units for the first time, and set specific revenue targets for each line to help investors more clearly assess the growth potential of each division.
He said PayPal will adjust how it reports its finances and set more clearly defined business goals, including specific growth metrics for different business units. Previously, PayPal had faced slowing growth, intensifying competition, and market uncertainty about the company’s strategic direction.
Meanwhile, there have also been reports in the market that potential acquirers are interested in PayPal. Enrique Lores said the new business split and target management approach will help the company improve transparency and help investors better understand the value of different business segments.
The market is always open, and opportunities are always there.
#BTC #加密货币 #热点速递 #Market analysis
PayPal’s incoming CEO, Enrique Lores, said the company plans to begin independently disclosing its three core business units for the first time, and set specific revenue targets for each line to help investors more clearly assess the growth potential of each division.
He said PayPal will adjust how it reports its finances and set more clearly defined business goals, including specific growth metrics for different business units. Previously, PayPal had faced slowing growth, intensifying competition, and market uncertainty about the company’s strategic direction.
Meanwhile, there have also been reports in the market that potential acquirers are interested in PayPal. Enrique Lores said the new business split and target management approach will help the company improve transparency and help investors better understand the value of different business segments.
The market is always open, and opportunities are always there.
#BTC #加密货币 #热点速递 #Market analysis
📡 Bitwise CIO: If the CLARITY Act fails to pass this week, what will happen to the crypto market?
If the CLARITY Act hits roadblocks, where does the crypto market go from here? Bitwise’s Chief Investment Officer delivers an in-depth take on the industry trends behind the congressional deadlock—institutions stay on the sidelines, the SEC takes the baton, and the bull-market window is still not closed.
Only those who make it through the downturn deserve the upside ahead.
#BTC #加密货币 #热点速递 #Market Analysis
If the CLARITY Act hits roadblocks, where does the crypto market go from here? Bitwise’s Chief Investment Officer delivers an in-depth take on the industry trends behind the congressional deadlock—institutions stay on the sidelines, the SEC takes the baton, and the bull-market window is still not closed.
Only those who make it through the downturn deserve the upside ahead.
#BTC #加密货币 #热点速递 #Market Analysis
🔔 ByteDance launches audio and video full-duplex model SeedRealtime; SpaceX shares fall more than 10% before the opening bell
Chinese AI company YanYu Tech is reportedly considering a Hong Kong IPO, with an expected valuation of $3 billion; Liang Wenfeng’s Quant fund, HuSuan Quant, suffered a severe blow in July—9 products saw monthly declines of more than 20%; Robinhood launches a $200 million fund; digital investment services platform InvestiFi completes a $20 million funding round, led by Vibe Credit Union
This kind of momentum is right on the timing—feels great.
#比特币 #数字货币 #加密热点 #Market Update
Chinese AI company YanYu Tech is reportedly considering a Hong Kong IPO, with an expected valuation of $3 billion; Liang Wenfeng’s Quant fund, HuSuan Quant, suffered a severe blow in July—9 products saw monthly declines of more than 20%; Robinhood launches a $200 million fund; digital investment services platform InvestiFi completes a $20 million funding round, led by Vibe Credit Union
This kind of momentum is right on the timing—feels great.
#比特币 #数字货币 #加密热点 #Market Update
🔥 Chinese AI company Yanyu Technology reportedly considering Hong Kong IPO, expected valuation to reach $3 billion
Insiders say that Chinese startup Yanyu Technology, behind AI design agent Lovart, is considering an initial public offering (IPO) in Hong Kong.
Following Manus’ breakthrough success, Yanyu Technology is the latest company seeking funding by tapping into investors’ growing demand for AI tools. According to insiders, the company is holding preliminary discussions with advisers regarding a potential stock offering.
Meanwhile, insiders say Yanyu Technology is close to raising funding through a deal that would bring the startup’s valuation to $300 million. They said the talks are still in the preliminary stage, and no final decision has been made on the IPO. A spokesperson for Yanyu Technology did not respond to a request for comment.
Don’t predict—just respond. The market will give the answer.
#比特币 #数字货币 #加密热点 #Market Updates
Insiders say that Chinese startup Yanyu Technology, behind AI design agent Lovart, is considering an initial public offering (IPO) in Hong Kong.
Following Manus’ breakthrough success, Yanyu Technology is the latest company seeking funding by tapping into investors’ growing demand for AI tools. According to insiders, the company is holding preliminary discussions with advisers regarding a potential stock offering.
Meanwhile, insiders say Yanyu Technology is close to raising funding through a deal that would bring the startup’s valuation to $300 million. They said the talks are still in the preliminary stage, and no final decision has been made on the IPO. A spokesperson for Yanyu Technology did not respond to a request for comment.
Don’t predict—just respond. The market will give the answer.
#比特币 #数字货币 #加密热点 #Market Updates
🔔 Wall Street Morning News: S&P and Dow hit record highs together; Nasdaq and chip stocks extend a 4-day winning streak. SanDisk and Intel surge more than 10%; Micron’s market value returns to a trillion dollars
The Strait of Hormuz agreement is close to being finalized; oil prices fall for the 3rd straight day. Falling oil prices ease inflation concerns, and the probability of a rate hike in September is lower. The Philadelphia Semiconductor Index jumps 6.55%, with all 30 constituent stocks generally up. The “Seven Tech Giants” combined are up nearly 10% over the past 4 days. Palantir closes up 29.45%, strongly breaking above the 200-day moving average. Caterpillar surges more than 5%, setting a new all-time high. SpaceX closes up 9.43%, and after-hours briefly slid nearly 9% amid concerns over heavy capital expenditures.
When others are fearful I am greedy; when others are greedy I am… first, let’s look at the account.
#Bitcoin #Crypto #行情分析 #量化策略
The Strait of Hormuz agreement is close to being finalized; oil prices fall for the 3rd straight day. Falling oil prices ease inflation concerns, and the probability of a rate hike in September is lower. The Philadelphia Semiconductor Index jumps 6.55%, with all 30 constituent stocks generally up. The “Seven Tech Giants” combined are up nearly 10% over the past 4 days. Palantir closes up 29.45%, strongly breaking above the 200-day moving average. Caterpillar surges more than 5%, setting a new all-time high. SpaceX closes up 9.43%, and after-hours briefly slid nearly 9% amid concerns over heavy capital expenditures.
When others are fearful I am greedy; when others are greedy I am… first, let’s look at the account.
#Bitcoin #Crypto #行情分析 #量化策略
🔥 Ethereum spot ETF yesterday recorded total net inflows of $53.7474 million; BlackRock’s ETHA led with $42.4582 million in net inflows
According to SoSoValue data, yesterday (August 4, Eastern Time) Ethereum spot ETFs saw total net inflows of $53.7474 million.
The Ethereum spot ETF with the largest single-day net inflow was BlackRock’s ETF ETHA, with a single-day net inflow of $42.4582 million. ETHA’s historical total net inflows are currently $11.480 billion.
Second was Fidelity’s ETF FETH, with a single-day net inflow of $9.3424 million. FETH’s historical total net inflows are currently $2.109 billion.
The market has its own rhythm—those who panic should exit first.
#Bitcoin #Crypto #行情分析 #quant strategy
According to SoSoValue data, yesterday (August 4, Eastern Time) Ethereum spot ETFs saw total net inflows of $53.7474 million.
The Ethereum spot ETF with the largest single-day net inflow was BlackRock’s ETF ETHA, with a single-day net inflow of $42.4582 million. ETHA’s historical total net inflows are currently $11.480 billion.
Second was Fidelity’s ETF FETH, with a single-day net inflow of $9.3424 million. FETH’s historical total net inflows are currently $2.109 billion.
The market has its own rhythm—those who panic should exit first.
#Bitcoin #Crypto #行情分析 #quant strategy
📊 Russian FSB plans to expand the SORM surveillance system to cryptocurrency exchanges and gaming platforms
An official from the 12th Center of Russia’s Federal Security Service (FSB), Alexander Samoylov, disclosed that the FSB plans to extend SORM (Operational Search Measures system) installation requirements to cryptocurrency exchanges and gaming platforms, mandating that user data be shared in real time with security authorities.
Samoylov also admitted that the “Yarovaya Law” has been in effect for 10 years since its passage in 2016, with the implementation rate of the relevant provisions at only around 80%, which market participants believe is still too high.
According to an investigation by The Bell, after the terror attack at the Crocus City Hall, the FSB’s Second Directorate used the opportunity of large-scale inspections of the SORM system to further strengthen its control over Russia’s internet.
After getting used to late-night K-line charts, you realize that risk control is more important than forecasts.
#比特币 #数字货币 #加密热点 #Market Update
An official from the 12th Center of Russia’s Federal Security Service (FSB), Alexander Samoylov, disclosed that the FSB plans to extend SORM (Operational Search Measures system) installation requirements to cryptocurrency exchanges and gaming platforms, mandating that user data be shared in real time with security authorities.
Samoylov also admitted that the “Yarovaya Law” has been in effect for 10 years since its passage in 2016, with the implementation rate of the relevant provisions at only around 80%, which market participants believe is still too high.
According to an investigation by The Bell, after the terror attack at the Crocus City Hall, the FSB’s Second Directorate used the opportunity of large-scale inspections of the SORM system to further strengthen its control over Russia’s internet.
After getting used to late-night K-line charts, you realize that risk control is more important than forecasts.
#比特币 #数字货币 #加密热点 #Market Update
📊 New Fire Research Institute: Will the Clarity Act stall, and where does Bitcoin go next?
Last week, Bitcoin fell from choppy trading to $62,000. The New Fire Research Institute noted that this downturn was driven by a combination of factors, including hawkish signals from the Federal Reserve, a delay in the Clarity Act legislation, large transfers, and security incidents.
Watching the account fluctuate, it’s hard not to feel a bit wistful—slow is fast.
#加密市场 #区块链 #BTC行情 #Hot Topic Tracking
Last week, Bitcoin fell from choppy trading to $62,000. The New Fire Research Institute noted that this downturn was driven by a combination of factors, including hawkish signals from the Federal Reserve, a delay in the Clarity Act legislation, large transfers, and security incidents.
Watching the account fluctuate, it’s hard not to feel a bit wistful—slow is fast.
#加密市场 #区块链 #BTC行情 #Hot Topic Tracking
⚡ Upbit operator Dunamu makes additional investment in healthcare data company Inocras, bringing total investment to 14.5 billion KRW
South Korean crypto exchange Upbit operator Dunamu announced that it has made a further investment in the healthcare big data company Inocras through its investment subsidiary Dunamu & Partners, bringing the total investment amount to 14.5 billion KRW
Don’t let a single bullish candlestick change your perspective—position sizing and risk control are the real bottom line.
#Bitcoin #Crypto #行情分析 #Quantitative Strategy
South Korean crypto exchange Upbit operator Dunamu announced that it has made a further investment in the healthcare big data company Inocras through its investment subsidiary Dunamu & Partners, bringing the total investment amount to 14.5 billion KRW
Don’t let a single bullish candlestick change your perspective—position sizing and risk control are the real bottom line.
#Bitcoin #Crypto #行情分析 #Quantitative Strategy
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