Every time my buddy calls out a trade, it feels like he adds a shot of adrenaline to my short position, haha.
From JackYi's tweet, their team has been bullish on ETH since the big drop in October, even stating they are the biggest ETH bulls in the industry. Although it's hard for big funds to buy at the lowest point, they are indifferent to fluctuations of a few hundred dollars; what truly matters is the macro trend for 2026:
Bull market expectations remain: especially in the first quarter of next year, multiple macro positives (interest rate cuts, financial blockchain integration, stablecoin policies) are expected to resonate;
Shorts are overly concentrated: currently, ETH contract positions are continually reaching new highs, with some platform contract holdings even being several times that of spot, market sentiment is extremely polarized, making it easy to create a short squeeze;
Configuration structure is clear: with ETH as the largest position, heavily invested in WLFI, and also holding BTC, BCH, and BNB, showing that institutions are maintaining heavy positions in Ethereum while diversifying.
The current contract market is extremely biased towards shorting; once the market turns, a dramatic short squeeze may occur; consistent actions and words in increasing positions stand out in the current pessimistic sentiment, reverse layout, still knowing some signals that the market is unaware of...?
I also don't know if their family runs a printing factory... 😂
#加密市场观察 $BTC $ETH $SERAPH
From JackYi's tweet, their team has been bullish on ETH since the big drop in October, even stating they are the biggest ETH bulls in the industry. Although it's hard for big funds to buy at the lowest point, they are indifferent to fluctuations of a few hundred dollars; what truly matters is the macro trend for 2026:
Bull market expectations remain: especially in the first quarter of next year, multiple macro positives (interest rate cuts, financial blockchain integration, stablecoin policies) are expected to resonate;
Shorts are overly concentrated: currently, ETH contract positions are continually reaching new highs, with some platform contract holdings even being several times that of spot, market sentiment is extremely polarized, making it easy to create a short squeeze;
Configuration structure is clear: with ETH as the largest position, heavily invested in WLFI, and also holding BTC, BCH, and BNB, showing that institutions are maintaining heavy positions in Ethereum while diversifying.
The current contract market is extremely biased towards shorting; once the market turns, a dramatic short squeeze may occur; consistent actions and words in increasing positions stand out in the current pessimistic sentiment, reverse layout, still knowing some signals that the market is unaware of...?
I also don't know if their family runs a printing factory... 😂
#加密市场观察 $BTC $ETH $SERAPH
