Whales accumulated $1.2 billion worth of ETH in a week, and ETFs are back—do you think this is “smart money buying the dip” or “catching a falling knife halfway down”? Which do you think we’ll hit first today, 2,050 or 2,200? Let me know in the comments.$ETH
#CPI高于预期，美股与BTC再度承压
CPI has shut the door on macro factors, but ETH holdings on-chain are increasingly concentrated in whale hands. 2,050 is a level both bulls and bears are watching—if it breaks, the long liquidation zone could keep exploding; if it holds, the whales’ cost basis (around 3,400) may be far off, but at least it suggests someone is using spot to catch the falling knife in futures. The signal that the washout is over is still the same combination: funding rates turning negative + a clear drop in open interest. So far, we’ve only seen one of those.
#CPI高于预期，美股与BTC再度承压
CPI has shut the door on macro factors, but ETH holdings on-chain are increasingly concentrated in whale hands. 2,050 is a level both bulls and bears are watching—if it breaks, the long liquidation zone could keep exploding; if it holds, the whales’ cost basis (around 3,400) may be far off, but at least it suggests someone is using spot to catch the falling knife in futures. The signal that the washout is over is still the same combination: funding rates turning negative + a clear drop in open interest. So far, we’ve only seen one of those.