The previous post covered the on-chain data that has already been fulfilled this week. Below is what’s about to happen.
1. $AVAX
Fact: The upgrade happened on the 22nd; around the 21st, about 27 million was unlocked.
Judgment: Don’t chase on the day of the upgrade. Wait for a pullback and stabilization. If this swing low breaks, give up.
2. $ENA
Fact: The lock-up exemption is set; it won’t truly be released until October 5.
Judgment: Before 10/5, it can only be treated as a short-term expectation. After that day, if there’s a volume-backed bearish candle, prioritize reducing, and don’t buy the first big red candle.
3. $SEI
Fact: The ETF amendment proposal wasn’t approved.
Judgment: The news “pulse” can be traded, but don’t hold through it. Sell into the spike; only consider again once it returns to the original level—otherwise, you’ll get trapped if it becomes a trend trade.
4. $NEAR
Fact: Privacy + Hyper Perpetual are already live, and the incentives have also been triggered.
Judgment: This batch is the only one you can hold for a while. After it’s already pumped, wait for a pullback. If there’s a volume-backed stagnation, reduce positions. Don’t chase the second entry at new highs.
5. $POL
Fact: The plan is to burn 100 million, but it hasn’t been burned yet.
Judgment: The positive news is too thin to be the main position. If the burn succeeds, at most it’s a short-lived pop—don’t chase unless it holds and doesn’t break down.
6. $AAVE
Fact: The share buyback date hasn’t been decided yet.
Judgment: Since there’s no announced scale or start time, don’t pre-position. On announcement day, see if it can put up real volume and stand above; otherwise, it’ll just be a one-day move.
$ZAMA
Fact: Funds are still being pushed; liquidity is small.
Judgment: It can be traded in swings, but keep position size small. If volume contracts, exit—don’t treat it like a large-cap.
$ONDO
Fact: There’s distribution/exit flow.
Judgment: Reduce on rebounds—don’t bottom-fish. If there isn’t sustained buy-side demand, don’t go long.
1. $AVAX
Fact: The upgrade happened on the 22nd; around the 21st, about 27 million was unlocked.
Judgment: Don’t chase on the day of the upgrade. Wait for a pullback and stabilization. If this swing low breaks, give up.
2. $ENA
Fact: The lock-up exemption is set; it won’t truly be released until October 5.
Judgment: Before 10/5, it can only be treated as a short-term expectation. After that day, if there’s a volume-backed bearish candle, prioritize reducing, and don’t buy the first big red candle.
3. $SEI
Fact: The ETF amendment proposal wasn’t approved.
Judgment: The news “pulse” can be traded, but don’t hold through it. Sell into the spike; only consider again once it returns to the original level—otherwise, you’ll get trapped if it becomes a trend trade.
4. $NEAR
Fact: Privacy + Hyper Perpetual are already live, and the incentives have also been triggered.
Judgment: This batch is the only one you can hold for a while. After it’s already pumped, wait for a pullback. If there’s a volume-backed stagnation, reduce positions. Don’t chase the second entry at new highs.
5. $POL
Fact: The plan is to burn 100 million, but it hasn’t been burned yet.
Judgment: The positive news is too thin to be the main position. If the burn succeeds, at most it’s a short-lived pop—don’t chase unless it holds and doesn’t break down.
6. $AAVE
Fact: The share buyback date hasn’t been decided yet.
Judgment: Since there’s no announced scale or start time, don’t pre-position. On announcement day, see if it can put up real volume and stand above; otherwise, it’ll just be a one-day move.
$ZAMA
Fact: Funds are still being pushed; liquidity is small.
Judgment: It can be traded in swings, but keep position size small. If volume contracts, exit—don’t treat it like a large-cap.
$ONDO
Fact: There’s distribution/exit flow.
Judgment: Reduce on rebounds—don’t bottom-fish. If there isn’t sustained buy-side demand, don’t go long.
