鱼总链上实盘分析

Today I bought some USDT from friends mainly because the bear market is nearing its end, and I'm prepping to scoop up a few quality altcoins on the dip.

1.$ASTER You guys don't need me to say much! This one is a platform token like HYPE, and the funds for this altcoin are quite concentrated. If they want to pump it, it's totally up to the project team. It has a high long-term potential, and as long as the chips are adjusted properly, it could really explode in the bull market.

2.$UNI The last pseudo-king of the DeFi sector. It didn't perform well in the last bull run, with most of the chips thrown out by retail traders. The project has been buying back, and after consolidating chips in this bear market, the rebound potential for the next bull run is quite strong. You can accumulate this one in batches. UNI, HYPE, and ASTER are all decentralized trading platforms.

3.$TAO Undoubtedly the leader in the AI sector. This coin shines whether in bearish conditions or bad news. The reason to hunker down during the bear market is that big money always prioritizes the AI sector in bull runs. Plus, with NVIDIA recognizing TAO's coding tech, it’s likely to get pumped first. Other coins worth lurking in the AI sector include: SAHARA, WLD, AIXBT, and VIRTUL. The project teams are mostly buying back at the bottom.

The crypto market is full of uncertainty and challenges, but it also holds potential opportunities. Investors should fully understand the risks involved in crypto investments, stay calm and rational, and adopt solid strategies to navigate market changes!

If any brothers want to follow my 1:1 lurking strategy, just come to the chat room, and I’ll share my tactics!
#Solana年内下跌51.9% #以太坊质押3920万枚创纪录 #比特币跌至全球第十三大资产

$牛来 Weekend market funds will first flow into altcoins. Niulai, as a recent on-chain meme coin, has been boosted by the Niulai movie. Overall funds are highly concentrated in the short term, and speculation will also be very strong. In the short term, it is not recommended to short against the trend. A few days of washout will happen, and most long positions have already exited. In the short term, the long-side chips are basically held by the project team and whales.

Trading idea: continue with low-leverage longs, keep position size within 5%, and just follow DD!
#比特币ETF创1月以来最大单日流入 #Lululemon因指引疲软跌20% #ZEC续刷历史新高

$BTC After surging to 82282, it has pulled back for digestion in a row, current price 79539

Many people panic when they see a drop. In fact, this is just a normal retracement after an increase. The real dividing line has not been broken yet

The Bollinger middle band at 79077 is the key line in this session
If it holds here, the high-level range-bound pattern is still intact. After building momentum, there is still a chance to retest above 81000 a second time

Once it effectively breaks below, the pullback space opens up directly, with support below looking toward the previous low of 76151

MACD has already turned green, and bullish momentum is clearly weakening. It is now in a stage of tug-of-war between bulls and bears

Upper resistance: 80900‑82282, lower support: 79000‑79077

Stuck in the middle range, the worst thing to do is blindly chase orders. Wait patiently for a clear signal from key levels before taking action
#比特币ETF创1月以来最大单日流入 #Lululemon因指引疲软跌20% #ZEC续刷历史新高

Partly True

Inflation is significant! Revision downward? Note: a significant downward revision! September rate-hike expectations plunge, targeting 30%?

Right now $BTC is about to form a major golden cross trend. Last year's bull market began after the golden cross formed, followed by consolidation and accumulation, then a rally driven by rate cuts. This year is the same!

Just now, Fed Governor Waller has shifted to a more dovish stance, moving from previously tightening policy to being optimistic about future developments. However, this still shows that we need to see how August inflation turns out.

With short-term good news being priced in, Ethereum has broken through the strong resistance at 2420. The U.S. stock market is about to open, and short-term funds have already started to become active. You can closely follow and position for long trades. If you want to get in, just come to the chat room and ask!
#美国续请失业金人数降至177.9万 #比特币难破8万美元

多军的天下回来了！

57%

消息面利好还会跌做空！

42%

聊天室等鱼总通知

91 votes • Voting closed

$BNB I closed the profit on the long first! Tonight when the US stock market opens, the capital will prioritize choosing the direction, and volatility will also be relatively high. You can choose your entry level.

In the short term, I’m still watching whether after the US stock market opens, the ETF will increase holdings via inflow or sell holdings via outflow for a washout. You can refer to BTC/“big pie” support at 77000 to go long.

High BNB positioning, high turnover rate, and high liquidity—when the bull market breaks out, its momentum is also very eye-catching. Later, with support from BSC’s on-chain altcoins up the mountain, there are also many people playing it!

Choice is greater than effort—follow dd.
#美获委内瑞拉石油田控制权 #比特币难破8万美元

鱼总链上实盘分析

$BNB I still remain bullish

1. Institutional buy-the-dip wave: CEA, Huaxing Capital, Nano Labs, and other five listed companies have publicly announced BNB allocation plans of over $3.5 billion, and they are still actively executing

2. Major asset manager backing: Grayscale has listed BNB as the top holding in its smart contract fund, and VanEck is expected to launch the first spot BNB ETF in the U.S.

3. Ecosystem takeoff: BNB Chain’s RWA total locked value has surpassed $5.2 billion, independent holder addresses exceed 500,000, and traditional giants like Blackstone and Circle have already joined

4. Ongoing deflation: Quarterly burns have cumulatively removed over 67 million BNB. Supply continues to contract while demand expands, creating a structural mismatch

5. More coming soon: CZ disclosed that at least 30 companies are reviewing their BNB financial strategies—an institutionalization wave is only just beginning

One-sentence summary: Healthy turnover on the order book + institutional accumulation of over $3.5 billion + an ETF-compliant access channel + full-scale ecosystem expansion + continued deflation—under this fivefold resonance, BNB is upgrading from an exchange token to an institutional-level strategic reserve asset
#以太坊XRPETF连涨终结 #美CFTC审查预测市场关联交易 #比特币难破8万美元

BNB-1.94%

Verified

BNB-1.94%

Midday market action gets right to it! The big coin briefly dips and probes down to 77,000 with a quick needle-like move, then turns and rallies all the way up, re-shooting back to around 77,800— the early session high.

The bullish signals on the order book are already very clear. In the short term, the initiative is firmly in the hands of the bulls. If you’re still watching and hesitating, or if you’re stubbornly holding orders against the trend, there’s really no need. Upward momentum continues to release steadily. Going forward, keep following the trend to look for further upside; for those who followed the early-session view, the target stays the same.

Right now, market volatility is intense. The bulls keep pressing forward, and in the short term it’s hard to produce a meaningful pullback that can effectively weigh down price.
On the 4-hour chart: after probing the lows, it keeps closing in strong candles upward; price has moved above the Bollinger midline, and the midline has formed a strong support. The MACD lines gradually converge, a golden cross is starting to take shape, the bearish histogram bars keep shrinking, and the market is shifting from weak to strong.

On the 1-hour chart: a series of large bullish candles violently lifts the price. The K-line is probing the resistance near the Bollinger upper band, and the bulls’ rhythm is intact. Next, the key is to watch whether the 77,800–78,000 area can break through effectively.

Trade reference: $BTC : go long at 77,200–77,500, target 78,500 $ETH : go long at 2,380–2,400, target 2,460 #CLARITY法案2026年立法概率15% #以太坊XRPETF连涨终结

$AKE It really is a demon coin!!! Let’s charge into a peak blowout sell-off行情 (crash-to-liquidation trend)——a bottom breakout that multiplies by 100x. The project team has been quietly getting things done!

Last night, a single wick shot up a 300% increase. It liquidated 99% of the short positions and also the FOMO long positions. This round is a double-kill for both longs and shorts—both sides get wiped. The project team has already exited by taking profit on high-level contracts. Right now, on-chain there are still 20 million worth of long positions open. In the short term, it won’t easily drop below. I think it will continue to trade sideways at this level, slowly draining shorts, and new entries will keep coming in while it repeats a similar washout pattern.

Choose over effort. Recently, I’ll keep laying low and positioning long, want to get in directly—come on and do it now: d
#美国10年期美债收益率触及2023年11月来最高 #CLARITY法案2026年立法概率15%

AKE+15.50%

$ZEC 819 Entered long positions for long-aged coins. Take profit at 830, exit the trade—profit 65%. Then switched positions into the Ethereum long (2406) idea. By the way! Where should we take profit?

The bullish reason is simple: Ethereum has repeatedly probed below the 2400 support level, and each time it strongly rebounds. The overhead resistance is around 2420. After a breakout, look toward 2460. On-chain funds are currently steadily flowing in, and the longs are also strengthening. For today, first look at 2460.

Choose more than effort! Follow in directly—d
#原油三日上涨后企稳 #伊朗导弹无人机袭击科威特基地 #美国10年期美债收益率触及2023年11月来最高

ZEC-6.75%

I remain bullish on the mainstream coins. After Bitcoin printed a strong bullish candle, it started consolidating sideways at this level. Ethereum is the same and should not see much volatility. You can refer to the 2250-2500 range on Ethereum’s chart. Once the mainstream coins finish their accumulation and turnover, they will continue pushing higher.

As Ethereum’s ecosystem becomes active again, on-chain activity is picking up. When the mainstream market lacks momentum, market funds will prioritize speculating on leading altcoin sectors, such as AAVE, UNI, and Ondo. Among all public chains, they are all highly attractive in terms of value.

$ONDO has just broken above the resistance of the downtrend. It has not yet seen a deep pullback. The mainstream coins are now repairing and rebounding from support. Large funds will prioritize sector leaders, and Ondo has also benefited from this wave and risen accordingly. I continue to favor its long-term development. In the short term, my suggested strategy is still to buy on pullbacks. I will notify everyone of the entry points in the chat room!

#Solana跌逾3% #伊朗导弹无人机袭击科威特基地 #伊朗导弹无人机袭击科威特基地

ONDO-0.90%

SNDK+0.06%

September 3rd @鱼总链上实盘分析 ’s $BTC market outlook analysis

The big coin has recently maintained a range-bound consolidation between 76700–77500, with an approximate fluctuation of 1200 points

On the 4-hour chart, bulls and bears are engaged in a tug-of-war, with no clear direction yet. The Bollinger Bands’ three lines are narrowing downward, and near-term volatility space has been compressed. The 1-hour chart shows a choppy downward structure: bearish momentum is dominant, but downside support is solid, with multiple instances of bottom-wicking (pin bar) patterns. At present, after the bearish momentum weakens and exhausts, price is likely to see a rebound and corrective recovery. There is a small probability of another dip. Since the average holding cost is relatively high, you may consider adding positions on dips. The short-term approach should mainly focus on buying at lower levels. A range-bound market is suitable for range trading. Be sure to set a strict stop loss.

Big coin: buy at 76600–77100; target 77700, and if it breaks through, watch 78300. $ETH 2370‑2380: buy; target 2420 break and watch 2460#CFTC请求驳回CME永续合约诉讼 #原油三日上涨后企稳

$NVDA Nvidia is betting on the future of AI, and it really has the capability in hand. Its market value is enormous, and this market value is deserved—there’s no element of overvaluation or hype.

Choosing to short is straightforward: in the last earnings report round, most of the positive news has already been absorbed by market sentiment. On top of that, US stock funds have been steadily flowing into the crypto market. So a pullback for Nvidia in the short term is also only natural. Support is at 215; if it breaks below, it will drop to 207.

Choose more than effort! Keep up directly with d
#日本10年期国债收益率首触3% #ARB上涨30%受Robinhood链收入推动

NVDA-0.13%

Bought in late hand $UNI , shorted $SNDK —do we still have hope?

I have to say, UNI’s heat is really high right now. While in some obscure corner, Sandisk is silently plummeting—what does that mean? Is it market heat shifting? Capital rotation?

Right now, the storage sector and the semiconductor sector really don’t have anything worth pumping and praising. Most funds have already cashed out and taken profits, turning around to go into crypto instead. Recently, the entire crypto market has seen an influx. In the recent period, total capital inflows are $5.5 billion—liquidity has returned. At present, institutions have been stockpiling the mainstream. Among them, the Ethereum ecosystem generates the highest returns, indirectly driving the collective leaders higher. As for the ones with returns, that includes UNI ONDO—its ecosystem that was just launched recently also includes Robinhood.
#日本10年期国债收益率首触3% #ARB上涨30%受Robinhood链收入推动

$BTR The project side is somewhat similar to the earlier $SIREN project side: through highly controlled order flow, they keep oscillating the market to wash out both longs and shorts, forcing liquidations to harvest liquidity.

For BTR in the short term, I suggest we wait and observe first. If the price can hold above the 0.1 level, you can continue to enter long positions. On-chain capital inflows are also bullish. In the short term, this leg of decline is just a washout to onboard the long positions.

Choose > effort! If you don't have a direction, just come to the chat room directly.
#a16z成长基金扩大至85亿美元 #XRP两周上涨40%未平仓合约下降 #黄金较三个月高点下跌5.5%

BTR-3.50%

SNDK+0.06%

PONS is Robinhood Chain’s leading meme-launching platform. It serves as the most core source of traffic for UNI’s flywheel, but the two are separate buyback-and-burn economic models with fully isolated contracts.

#PONS minted coins enter the $UNI V4 version. As trading volume increases, protocol fees rise. MEV arbitrageurs buy back and burn UNI, pushing up UNI’s valuation and attracting more liquidity—forming a positive feedback loop. At the same time, PONS’s active token issuance increases the launch platform’s trading fees; buyback-and-burn of PONS pushes up its price. These two closed loops reinforce each other—PONS continuously supplies trading volume, while Uniswap provides efficient liquidity—together driving the ecosystem’s upward spiral.
#恒生指数跌1% #XRP两周上涨40%未平仓合约下降

鱼总链上实盘分析

Why has $UNI been so strong? It’s been criticized for five years

Recently, UNI’s performance has caught many people’s attention. Even without an especially hot overall market, UNI has still moved independently. Why?

As the absolute leader in decentralized exchanges, it can generate tens of billions of dollars in fees in just one year. But for a full five years, UNI token holders could do nothing more than participate in governance votes and did not receive a single cent. A protocol that makes money hand over fist, yet whose token captures no value at all — this has been criticized by the community for five years.

This year, the UNI protocol officially activated the v4 fee switch and began using fee revenue to buy back and burn UNI. The token has shifted from being only a voting token to one that can become deflationary and distribute value, and the entire logic has been completely rewritten. But even that alone was not enough to drive UNI higher.

A bigger catalyst came from Robinhood Chain, which launched its mainnet in July this year. UNI was a core partner from the start and became the chain’s main market maker. In just one month, the daily trading volume of stock tokens on UNI increased tenfold, reaching $130 million. UNI unexpectedly became the global 24-hour settlement layer for trading U.S. stocks, and protocol revenue surged accordingly.

The data visible on Alpaca can explain everything. In July, holder revenue was $4.38 million; in August, it doubled to $8.75 million.

By the end of August, UNI had cumulatively burned 110 million UNI, worth $630 million. Average daily burning in August exceeded $400,000, with Robinhood Chain contributing nearly half. Trading growth lifted fees, which drove more UNI burns and a shrinking circulating supply. Under this flywheel, deflation expectations continued to strengthen#三星SK海力士领跌韩股KOSPI跌3.6% #WTI原油突破85美元 #SK海力士研究在日本合建存储芯片厂

UNI-5.51%

$BTR The coin is pumping out. The other day the takeover rate was still only 88%, and now it’s already around 98%. The liquid market value has only about $700,000 worth of available chips. But today a sudden rally pulled in most retail traders, increasing overall liquidity. Currently, the top 10 addresses account for 83%, so there is still absolute control.

The trading approach is still to go long from the low position. If you want to keep up, directly join the chat room for DD.
#英伟达拟向联发科投资35亿美元 #恒生指数跌1% #XRP两周上涨40%未平仓合约下降

鱼总链上实盘分析

$BTR In a day time doubles? Spot doubles—really too bad. Not only were the position sizes too small, but we didn’t hold on!😭

I looked into it now and it’s really frustrating. BTR—I've always been bullish on it. The reason is simple: the market cap is low, and the long period of sideways consolidation has already flushed out most of the long positions. A lot of the chips have been collected by the project team, and the control rate is high. In the short term, it probably won’t just drop directly. There’s a chance it could run into a “妖币” (a wild/abnormal coin).

Next, operation suggestion: buy on pullbacks—don’t go against the project team. I’ll update the trading approach in the chat room. Choose > effort!
#美元创近四周最大涨幅 #XRP领跌加密市场跌近7%

BTR-3.50%

NVDA-0.13%

$SNDK storage sector experienced a collective surge last night; it has been retracing ever since. Enter short positions with a 2% position size. Stop loss: 1565. Take profit: point 👉👉 @鱼总链上实盘分析 (chat room)

Now you can abandon the mindless idea of going short. On the larger timeframe, we can see that the level of 1430 has formed an extremely strong support zone. The support here is very strong. Up to this point, the main focus is still to go long from the lower levels.

Choose > effort! Follow along, drip.
#英伟达拟向联发科投资35亿美元 #美股收跌亚马逊遭FTC起诉

SNDK+0.06%

The recent trend basically matches expectations. After $BTC probed the 79,200 peak, it faced pressure and pulled back. It is currently ranging and consolidating around the 78,400 area. After $ETH surged to 2,490 and then fell back, it also faced pressure, with the lowest point dipping to around 2,450.

Overall, the market is still in a larger range-bound consolidation trend. Each time it dips into the lower key support zone, it is able to quickly recover and then rebound. This indicates that there is fairly strong fund support at this level. At present, it has basically established footing above the support zone. ETF large funds have also been laying in orders and accumulating positions—this is also one of the reasons behind the recent strength.

In terms of trading, continue to follow the low-position approach: look for support to go long. For BTC, you can consider entering in batches in the 78,000–77,000 range, with an upside target at the 79,000–79,500 area. For ETH, focus on the 2,450–2,420 range to go long, with the first targets at 2,500–2,530.

Choose greater than effort! Follow Fish Chief’s pace.
#美国拨款1.74亿美元建澳大利亚镓厂 #英伟达拟向联发科投资35亿美元

Where did $牛来 go?

Now the on-chain chips are very dispersed. I didn’t sell after the morning profit either. Honestly, I wasn’t really that concerned about this position. Now it can be considered only that, after the positive sentiment is digested, the profitable holders on-chain are selling off.

In the short term, the probability of breaking through this resistance level at 0.13 is still quite low. I don’t recommend that everyone chase longs now. You can wait patiently and look to short at higher levels.

I’ll share my trading plan in the chat room.
#比特币守稳78000美元上方 #比特币8月上涨23%跑赢黄金股市

牛来-11.62%

$SKR everyone who took profit on the previous wave has already taken profit and exited, right brothers?! 20 points

I think the bearish move is pretty simple—short-term, the project party's chips haven't been collected in full. There’s a high chance it’s a one-wave play. The risk of longs being stuck is still quite high. For the shorts that haven’t been closed yet, I suggest cutting the position by 80%, moving the stop loss to a new high. The target is to watch for the point where the rally starts.

#伊朗袭击约旦美军基地 #比特币守稳78000美元上方 #比特币8月上涨23%跑赢黄金股市

鱼总链上实盘分析

$SKR can be empty if possible! This rally is only to attract retail investors to enter and take the bag

I just looked at the on-chain data—top 100 addresses. The controlling stake is only about 88%, clearly showing a downward move. In the short term, the original team members of the project are distributing on-chain. There isn’t much trading volume, but the controlling stake is still seriously fragmented. There also aren’t many long positions. This kind of pump with large chips is most likely to shake out retail investors and to trigger the short positions to get squeezed.

For the short term, you still need to wait for the long positions to weaken, then enter a short trade. If you’re in sync with the actions, come directly to the chatroom.
#三星SK海力士领跌韩股KOSPI跌3.6% #布伦特原油涨破90美元 #WTI原油突破85美元