Wow, the metaverse split is showing up!
Today ENJ saw a volume spike of 3.67x and dropped 10.7%; MANA had a volume spike of 3.46x and fell 2.9%; GALA also slipped 4.5% with volume up 3x—looks like the sector is cooling off.
But the weird part is that for the past 6 hours, GALA’s large-holder long/short ratio has stayed steady at 2.78–2.83, with about 70% of accounts still going long—nobody’s really leaving. ENJ and MANA’s large holders are reducing positions, while GALA’s large holders are holding firm and not moving.
Meanwhile, ONE is up today: +17.7% on spot and +12.6% on futures, with volume up 2x. The large-holder long/short ratio is steady at 1.35–1.39, and OI continues rising—this is the tempo of real accumulation, outperforming the entire metaverse sector.
Also, SUPER has been quietly heating up: spot and futures are both up along the two lines by +13%, the large-holder long/short ratio is 1.40, and 60% are longs.
So the current logic is: the metaverse sector’s rotation is nearing the end. ENJ/MANA’s large holders are withdrawing, but GALA still has institutions holding the line. ONE and SUPER are new directions—worth focusing on.
#元宇宙板块 #山寨行情
Today ENJ saw a volume spike of 3.67x and dropped 10.7%; MANA had a volume spike of 3.46x and fell 2.9%; GALA also slipped 4.5% with volume up 3x—looks like the sector is cooling off.
But the weird part is that for the past 6 hours, GALA’s large-holder long/short ratio has stayed steady at 2.78–2.83, with about 70% of accounts still going long—nobody’s really leaving. ENJ and MANA’s large holders are reducing positions, while GALA’s large holders are holding firm and not moving.
Meanwhile, ONE is up today: +17.7% on spot and +12.6% on futures, with volume up 2x. The large-holder long/short ratio is steady at 1.35–1.39, and OI continues rising—this is the tempo of real accumulation, outperforming the entire metaverse sector.
Also, SUPER has been quietly heating up: spot and futures are both up along the two lines by +13%, the large-holder long/short ratio is 1.40, and 60% are longs.
So the current logic is: the metaverse sector’s rotation is nearing the end. ENJ/MANA’s large holders are withdrawing, but GALA still has institutions holding the line. ONE and SUPER are new directions—worth focusing on.
#元宇宙板块 #山寨行情