Oil prices have touched $103, and freight and insurance costs for the Strait of Hormuz are already starting to be quoted as if in wartime. I checked my own dashboard: $BTC 81,600; in the past 24 hours, it’s up 1.62%.
Where’s the promised digital gold?
This week, geopolitical headlines have come one after another—crude oil and energy stocks have kept trending higher. In textbook terms, that’s when money should rush into BTC. But in reality, even after BTC tapped the intraday high of 82,100, it never managed to stay above it—it got pushed back after just a touch.
What really stings is the positioning data: the aggressive buy/sell ratio is 0.70, big-holder positioning has slipped from 2.10 to 2.07, and the retail long/short ratio is 0.87—we retail traders are still piling toward the short side.
My long position at 81,000 is still alive, up 0.75%.
Do you think it’s because safe-haven capital hasn’t gotten around to BTC yet, or that BTC is already no longer worthy of being a safe-haven asset?
#散户日常 #top signal
Where’s the promised digital gold?
This week, geopolitical headlines have come one after another—crude oil and energy stocks have kept trending higher. In textbook terms, that’s when money should rush into BTC. But in reality, even after BTC tapped the intraday high of 82,100, it never managed to stay above it—it got pushed back after just a touch.
What really stings is the positioning data: the aggressive buy/sell ratio is 0.70, big-holder positioning has slipped from 2.10 to 2.07, and the retail long/short ratio is 0.87—we retail traders are still piling toward the short side.
My long position at 81,000 is still alive, up 0.75%.
Do you think it’s because safe-haven capital hasn’t gotten around to BTC yet, or that BTC is already no longer worthy of being a safe-haven asset?
#散户日常 #top signal
