There are all sorts of people in the market shouting “long” or “short” every day—put simply, they’re just making up guesses like they’re performing superstition rituals.
#全网爆仓6.74亿美元
Money votes with its feet. Follow the footsteps of Wall Street—it's definitely better than following the mouths of KOLs.
BTC ETF saw net outflows for four consecutive days, but when you look at a longer timeframe, overall it’s still net inflow. And, ⚠️ BlackRock has not been selling aggressively—this isn’t a panic signal; it’s just normal capital “breathing.” (Figure 1)
ETH inflows are strong, while outflows are very weak. BlackRock even had a near-$150 million net inflow on 9.11, the largest single-day inflow since 8.25. (Figure 2)
#空头爆仓推动以太坊反弹
💗Do you think you’re smarter than BlackRock?
Sentiment is also cooling down:
The Fear & Greed Index has already reached 60 after several recent bouts of “painted doors” (whipsaw/false breakouts). This is a good sign. (Figure 3)
The Coinbase spot premium is hovering around the positive/negative threshold, suggesting spot demand is still somewhat sluggish—because the market is overweighing fears about rate hikes, and this indicator has not yet really “exploded.”
South Korea’s kimchi premium remains positive, indicating that retail enthusiasm in Asian trading hours is still there. (Figure 4)
Tony’s take:
We shouldn’t panic, but we also shouldn’t be blindly optimistic. ETH holders can feel a bit more at ease.
This market will always move one step at a time. Before 9.16, there are still a few trading days—let’s keep tracking the flow of funds. If the momentum turns out to be wrong, then if you have to run, you run. That’s it.
#全网爆仓6.74亿美元
Money votes with its feet. Follow the footsteps of Wall Street—it's definitely better than following the mouths of KOLs.
BTC ETF saw net outflows for four consecutive days, but when you look at a longer timeframe, overall it’s still net inflow. And, ⚠️ BlackRock has not been selling aggressively—this isn’t a panic signal; it’s just normal capital “breathing.” (Figure 1)
ETH inflows are strong, while outflows are very weak. BlackRock even had a near-$150 million net inflow on 9.11, the largest single-day inflow since 8.25. (Figure 2)
#空头爆仓推动以太坊反弹
💗Do you think you’re smarter than BlackRock?
Sentiment is also cooling down:
The Fear & Greed Index has already reached 60 after several recent bouts of “painted doors” (whipsaw/false breakouts). This is a good sign. (Figure 3)
The Coinbase spot premium is hovering around the positive/negative threshold, suggesting spot demand is still somewhat sluggish—because the market is overweighing fears about rate hikes, and this indicator has not yet really “exploded.”
South Korea’s kimchi premium remains positive, indicating that retail enthusiasm in Asian trading hours is still there. (Figure 4)
Tony’s take:
We shouldn’t panic, but we also shouldn’t be blindly optimistic. ETH holders can feel a bit more at ease.
This market will always move one step at a time. Before 9.16, there are still a few trading days—let’s keep tracking the flow of funds. If the momentum turns out to be wrong, then if you have to run, you run. That’s it.
