Watching the market and watching it all the way until now, I only saw one thing done the opposite way.

That BTC old-school broker address—at an average buy price of $79,000, they added 600 BTC long positions, then slammed it down with a single trade worth over $47 million. They’ve already been holding the long position for three months. In early July they were still down by $23 million; now the average price is 77,090, with an unrealized profit of $2.78 million, and the total position size is $147 million. The moment I saw the data, I thought: this is going all-in.

But spot market absolutely wouldn’t cooperate. The level at $BTC briefly broke below $78,000. ETH followed down to 2,443. Even a smaller cap on layer two like $AERO only barely ticked up 1.24% to $0.52—classic fake breakout: the probe taps it, then it gets pulled back. The whales were buying at $79,000, while retail was selling at $78,000—this is the tug-of-war between bulls and bears.

Here’s the key: when whales add to their positions, it’s never meant to signal a direction for the short term. They’re looking at next quarter. I’m not going to trade off this one for a short-term setup, but I’ll treat their average price as a reference point—the 77,090 line. If it breaks, they’ll likely add more; if it doesn’t, they’ll keep holding.

As for $AERO , you can take a closer look. On layer two, at $0.52 for a small cap, if the资金 (capital) rotates again, it may come back to test this line.

Don’t say I didn’t warn you—this is something you have to research yourself. Go check the on-chain data. Don’t just listen to others talk about how they pump it.

#链上巨鲸 #二层网异动 #随笔