Big Pancake says it got up. The mistress says, “It can too.” But the funds say: “Don’t be in a hurry.”
BTC touched 86,332 today. An eight-month high. The shorts are gone—by 536 million.
ETH followed, too—touched 2,668—then, like a student called on by the teacher to answer a question, stood up for a moment and then sat back down.
There’s a data point that’s oddly quiet, with nobody posting about it: the ETH/BTC exchange rate is at a 40-month low.
Translation: Big Pancake is up, and so is the mistress. But the mistress is up… in a very polite way. Like someone who posts红包 in a group chat and only sends 0.01—manners are there, but the sincerity? Guess.
Now there are two voices:
“SEC’s innovation exemption—tokenized U.S. stocks on-chain—ETH is the biggest beneficiary!”
“Then why is ETH/BTC at a 40-month low?”
“…”
“Because… because it’s been rising with better rhythm?”
BTC’s ETF saw net inflows of 6.21 million last week, and BlackRock’s IBIT alone carried 121 million. ETH’s ETFs saw net outflows of 140 million for the whole week, and on Friday alone it bounced back with 144 million in inflows—also topped up by BlackRock.
Translation: Institutions are “precision targeting,” not “spraying.” Retail traders are “precision calling orders” in the square, not “placing orders.”
So the question now isn’t whether you can “chase Big Pancake” or whether you can “top up the mistress.”
In the comments, tell me—are you fully in, fully out, or “fully in but afraid to look.”
$BTC $ETH #MultiversX计划协调硬分叉恢复 #NEAR一周涨近80%
BTC touched 86,332 today. An eight-month high. The shorts are gone—by 536 million.
ETH followed, too—touched 2,668—then, like a student called on by the teacher to answer a question, stood up for a moment and then sat back down.
There’s a data point that’s oddly quiet, with nobody posting about it: the ETH/BTC exchange rate is at a 40-month low.
Translation: Big Pancake is up, and so is the mistress. But the mistress is up… in a very polite way. Like someone who posts红包 in a group chat and only sends 0.01—manners are there, but the sincerity? Guess.
Now there are two voices:
“SEC’s innovation exemption—tokenized U.S. stocks on-chain—ETH is the biggest beneficiary!”
“Then why is ETH/BTC at a 40-month low?”
“…”
“Because… because it’s been rising with better rhythm?”
BTC’s ETF saw net inflows of 6.21 million last week, and BlackRock’s IBIT alone carried 121 million. ETH’s ETFs saw net outflows of 140 million for the whole week, and on Friday alone it bounced back with 144 million in inflows—also topped up by BlackRock.
Translation: Institutions are “precision targeting,” not “spraying.” Retail traders are “precision calling orders” in the square, not “placing orders.”
So the question now isn’t whether you can “chase Big Pancake” or whether you can “top up the mistress.”
In the comments, tell me—are you fully in, fully out, or “fully in but afraid to look.”
$BTC $ETH #MultiversX计划协调硬分叉恢复 #NEAR一周涨近80%
