Rex的投研手记

Pay attention to fund tracking 👀
A quick surge of 5.24% within $JCT minutes, current price 0.006313.
However, over 24h it is still -9.27%; it is likely a oversold rebound, and sustainability depends on trading volume.
Whether the volume can be sustained will determine how far this wave can go. Let’s keep an eye on it together.

#JCT

I care more about on-chain address activity; actions speak louder than words.
Current news: Binance will add trading for 4 Trade.Fi perpetual contracts.
Watch to see whether more channels repost this; the more it gets picked up, the more weight it carries.
$BNB 740.22

#BNB

A friend just asked me: “Bitcoin falls below $80,000 as AI-related selling intensifies”—would you call that bullish or bearish?
My answer: It’s bearish directionally, but bearish doesn’t mean it’ll keep falling forever. Once the sentiment has run its course, things may actually turn around.
$BTC What do you think?

“KPL: Our Era” is trending, with a related asset: blockchain gaming → $SAND .
It’s more useful to see whether the discussion lasts for a few days than to focus on a brief spike in the rankings. If it were you, would you act now or wait a little longer?

📌 An ancient Ethereum whale has moved ETH again after 11 years of dormancy; 1,500 ETH have flowed into exchanges.

Market data: $ETH 2317, 1h +0.76%, 24h -2.2%, 24h trading volume: $335 million.
The news is somewhat positive; let’s see whether the data backs it up.

🗞️ SOL fell below 100 USDT, down 2.38% over 24H
Analysts: Bearish—stay cautious.
Whales: Quietly ran the numbers.
Me: Hit bookmark, then scrolled to the next post.
$SOL Let's keep an eye on it for now. Follow for breaking news and more—this jokester will be here to chat first thing.

#SOL

【Breaking】Stock tokenization faces a crisis of confidence as a nonprofit organization publishes a full-page ad in the WSJ urging CEOs to pay attention to the risks
· The outlook is bearish. If you’re looking to buy the dip, wait for selling pressure to ease.
· Watch to see whether futures positioning becomes noticeably one-sided because of this in the next report.
· $BTC

Everyone online is sharing “International investment banks: The appeal of A-share valuations is beginning to emerge” 🔔
$BTC , affected by the stock market, is down 1.56% over 24h. Hot topics flare up and fade quickly—use them as leads, not as a basis for buying or selling.

While killing time, I saw “Three major factors behind the drop in international gold prices” and my first reaction was to click on $PAXG .
Hot topics are just an excuse—don’t mistake them for a signal.

#PAXG

🚨 Trending topic: “How exactly did DeepSeek offend the US?”
Add $WLD from the AI concept sector to your watchlist first. Attention is a leading indicator; real money is the proof. Did you join in on this wave of discussion?

$ENA is up 2.93% in 15 minutes—who's buying? 👀
Current price: 0.2019, up 7.34% over the past 24 hours.
Do you think this is news-driven or a short-term pump?

$ADA (24h -1.83%), with new developments in the news: Cardano Hydra V2 replay tests using real transactions show processing capacity improved by about 1.9x per second.
Neither the bullish nor bearish case is clear enough, and price action still depends on the broader market. From a charting perspective, the key levels to watch are the top and bottom of the range.

I just checked the market, and it’s down 4.9% in $IRYS 1 hours.
Don’t panic—there’s usually plenty of time at the bottom.

$WLD ｜Trending: Is China’s first AI film worth watching?
How long the buzz lasts matters more than how popular it is today. I’ll keep an eye on whether community posts continue to grow or quickly die down.

Another security incident ⚠️ Yapeswap governance attacked with zero quorum
After a security incident comes to light, the most important thing to watch is how quickly the team offers a compensation plan. The outlook has turned bearish; avoid taking large positions against market sentiment in the short term.
$BTC

#BTC

Maji re-entered after his entire Ethereum long position was liquidated. His current position is only 115 ETH.
Market data: $ETH , down 1.54% on the day.
In the face of negative news, the first thing to consider should be your own risk, not the opportunity. If volume hasn’t increased noticeably, even the most hyped news is just talk. Do you think this news is being overhyped?

Slacking-Off Market-Watching Diary: $T On the daily chart, MACD formed a golden cross above the zero line, after 24 consecutive countertrend bars before the crossover.
When the fast and slow lines meet, my fingers immediately start itching—but luckily, I checked what it was first.
Seriously though, the height of the bars represents the distance between DIF and DEA. Bars getting longer one by one mean the current trend is gaining strength; shorter bars mean it’s weakening.
Don’t let a single number throw off your plan, and don’t use borrowed money to test a hunch.

🐋 $BNB The daily MACD formed a bullish crossover below the zero line, after 29 consecutive bars pointing in the opposite direction.
People post crossover signals every day. What really matters is where they occur and what the preceding price action looks like.
MACD is calculated from moving averages, so it inherently lags: by the time a bullish or bearish crossover appears, the price has often already moved a bit.
The longer the bars pointing in the opposite direction persist before the crossover, the clearer the preceding trend is. That often makes the crossover seem a little cleaner than one occurring during sideways trading.
Don’t change your original plan just because of an indicator, and don’t gamble borrowed money on a prediction.

I jot down messages like these in a little notebook and look back through it a few weeks later—they’re really useful.
Right now, the hot topic is “What champions are teams practicing for Worlds?” and $SAND in the blockchain gaming space.
If a discussion is still going the next day, it’s worth spending more time looking into.

It rose 5.41% in $GTC 15 minutes; 24h: -2.61%.
A friend asked if I was going to make a move. My answer: wait a little longer.