š Midday Broadcast Ā· September 24
In the past 24 hours, liquidations totaled $89.06 million, with $76.82 million long liquidations and $12.24 million short liquidations. The longs were hit even harder. The most concentrated hour was last night at 22:00 (ETHUSDT), when $28.98 million in longs were wiped out.
At the same time, Japanās 5-year government bond yield surged to a historical high of 2.365%, and the 10-year yield rose to 3.065%. As Japanās rate environment tightened, leveraged long positions in global risk assets were more likely to be cut first. This selloff is very likely related to that line.
Greed Index: 71 ā still in the greed zone. This suggests that after a batch of longs got knocked out, those willing to add leverage have not yet exited. Open interest is still substantial: ETH at $6.12 billion and BTC at $8.23 billion, indicating crowding isnāt low. A reminder for position holders: the liquidation risk for longs has not been fully released yet. Donāt chase and add at this level. And shorts shouldnāt rush to celebrate eitherāsentiment hasnāt turned.
Qualitatively, this looks like a localized clearing of highly leveraged longs, not a trend reversal.
Liquidations and clearing:
Ā· āMajiā added a 10x PUMP long; floating profit rebounded to $780,000
Ā· āMajiā wiped out $4.0 million in floating profit; current floating loss is $100,000, with high-frequency adding to ETH and HYPE longs
On-chain anomalies:
Ā· On the Solana chain, the Meme coin GP market cap briefly broke above $30 million, up more than 101% in 24 hours
Ā· At least 6 accounts in the tens-of-millions range cleared their BTC long positions; after $356 million exited, what new moves will the whales make?
Ā· Data: Addresses holding 100ā1,000 BTC added 114,000 BTC since mid-July
Market sentiment: Fear & Greed Index 71 (Greed)
U.S. 10-year Treasury yields jumped by 15.1 basis points in a day to 5.114%āthis is the real āhandā pressing down on BTC. The opportunity cost of non-yielding assets rises, and the U.S. Dollar Index is also up about 2.11% over the past month, with liquidity conditions tightening. BTC is at around $84,300, down just 0.12% over 24 hoursābasically unchanged. This suggests that after leverage cleared, neither longs nor shorts are willing to take the first move. The Nasdaqās risk appetite over the past week is +3.67%, but it hasnāt transmitted to this market; this divergence is more worth watching than inventing reasons.
$BTC #BTC #Liquidations
In the afternoon, will you focus more on whether liquidations continue to spread, or whether funds will return?
I trade U.S. stocks for 3 yearsācame only because Binance can do U.S. stocks. There are two daily reports in the morning and evening; you can take a look.
In the past 24 hours, liquidations totaled $89.06 million, with $76.82 million long liquidations and $12.24 million short liquidations. The longs were hit even harder. The most concentrated hour was last night at 22:00 (ETHUSDT), when $28.98 million in longs were wiped out.
At the same time, Japanās 5-year government bond yield surged to a historical high of 2.365%, and the 10-year yield rose to 3.065%. As Japanās rate environment tightened, leveraged long positions in global risk assets were more likely to be cut first. This selloff is very likely related to that line.
Greed Index: 71 ā still in the greed zone. This suggests that after a batch of longs got knocked out, those willing to add leverage have not yet exited. Open interest is still substantial: ETH at $6.12 billion and BTC at $8.23 billion, indicating crowding isnāt low. A reminder for position holders: the liquidation risk for longs has not been fully released yet. Donāt chase and add at this level. And shorts shouldnāt rush to celebrate eitherāsentiment hasnāt turned.
Qualitatively, this looks like a localized clearing of highly leveraged longs, not a trend reversal.
Liquidations and clearing:
Ā· āMajiā added a 10x PUMP long; floating profit rebounded to $780,000
Ā· āMajiā wiped out $4.0 million in floating profit; current floating loss is $100,000, with high-frequency adding to ETH and HYPE longs
On-chain anomalies:
Ā· On the Solana chain, the Meme coin GP market cap briefly broke above $30 million, up more than 101% in 24 hours
Ā· At least 6 accounts in the tens-of-millions range cleared their BTC long positions; after $356 million exited, what new moves will the whales make?
Ā· Data: Addresses holding 100ā1,000 BTC added 114,000 BTC since mid-July
Market sentiment: Fear & Greed Index 71 (Greed)
U.S. 10-year Treasury yields jumped by 15.1 basis points in a day to 5.114%āthis is the real āhandā pressing down on BTC. The opportunity cost of non-yielding assets rises, and the U.S. Dollar Index is also up about 2.11% over the past month, with liquidity conditions tightening. BTC is at around $84,300, down just 0.12% over 24 hoursābasically unchanged. This suggests that after leverage cleared, neither longs nor shorts are willing to take the first move. The Nasdaqās risk appetite over the past week is +3.67%, but it hasnāt transmitted to this market; this divergence is more worth watching than inventing reasons.
$BTC #BTC #Liquidations
In the afternoon, will you focus more on whether liquidations continue to spread, or whether funds will return?
I trade U.S. stocks for 3 yearsācame only because Binance can do U.S. stocks. There are two daily reports in the morning and evening; you can take a look.
