102btc
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102btc
投研链上金狗 #4Ball 私人推特@102btc
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每天收获一些前排的关注
希望早日 冲到3万以内🚀
GN everyone. Stay happy, stay positive, and wish you all the best🫡
希望早日 冲到3万以内🚀
GN everyone. Stay happy, stay positive, and wish you all the best🫡
越来越喜欢 观察这种 链上行为🧐
Prices can be misleading, but the flow of funds usually isn’t!
Abraxas Capital has been steadily withdrawing ETH from Binance, Bybit, and Bitfinex over the past week
Total: 48,996 ETH ≈ $88 million
In just 7 hours today, they transferred out more than 15,000 ETH again
Big money doesn’t always buy at the absolute lowest point
But they usually position themselves early in the direction they believe in
The long-term narrative for ETH is being re-priced by some institutions
Prices can be misleading, but the flow of funds usually isn’t!
Abraxas Capital has been steadily withdrawing ETH from Binance, Bybit, and Bitfinex over the past week
Total: 48,996 ETH ≈ $88 million
In just 7 hours today, they transferred out more than 15,000 ETH again
Big money doesn’t always buy at the absolute lowest point
But they usually position themselves early in the direction they believe in
The long-term narrative for ETH is being re-priced by some institutions
Many people still associate Solana with the impression of being a Meme Chain.
But the data shows:
Solana is the network with the fastest RWA (Real-World Assets) growth from 2024 to 2026
Average monthly growth: 🔥 +233.58%
From transaction speed to user experience, to real-world assets
Solana is working to become the next-generation financial infrastructure
Memes bring traffic
DeFi proves that finance is possible
Will the leading RWA players of the future belong to Ethereum?
Or will it be the high-growth Solana? 🙃
But the data shows:
Solana is the network with the fastest RWA (Real-World Assets) growth from 2024 to 2026
Average monthly growth: 🔥 +233.58%
From transaction speed to user experience, to real-world assets
Solana is working to become the next-generation financial infrastructure
Memes bring traffic
DeFi proves that finance is possible
Will the leading RWA players of the future belong to Ethereum?
Or will it be the high-growth Solana? 🙃
Who is buying the dip? SK Hynix 🙃
Formerly ranked 194. Do we have a chance to go up…?
Formerly ranked 194. Do we have a chance to go up…?
See translation
我越来越觉得，预测市场可能被低估了
过去，人们通过新闻、社交媒体判断未来
未来，可能会通过市场价格来表达自己的判断
本周预测市场交易量：
Kalshi：$89亿+
Polymarket：$34亿+
体育、政治、Crypto、宏观事件，都正在被市场化定价
未来预测市场可能不只是菠菜替代品
它可能成为一种新的信息基础设施🚀
过去，人们通过新闻、社交媒体判断未来
未来，可能会通过市场价格来表达自己的判断
本周预测市场交易量：
Kalshi：$89亿+
Polymarket：$34亿+
体育、政治、Crypto、宏观事件，都正在被市场化定价
未来预测市场可能不只是菠菜替代品
它可能成为一种新的信息基础设施🚀
SpaceX Begins Facing the Real Test of the Market
Early Public Listing Period:
Scarce IPO shares + the Musk spotlight + a space-faring narrative
Pushing SPCX to briefly surge to $225
One month later:
The stock price falls below the issue price of $135
This isn’t SpaceX losing value
It’s the market shifting from “believe the story” to “verify delivery”
Grand narratives like Starlink, Starship, and AI are all very compelling
But what ultimately determines a $1.7 trillion valuation is still:
Revenue growth, profit margins, and cash flow
The stars and endless horizons are exciting—but it’s the financials that make capital stay 🙃
Early Public Listing Period:
Scarce IPO shares + the Musk spotlight + a space-faring narrative
Pushing SPCX to briefly surge to $225
One month later:
The stock price falls below the issue price of $135
This isn’t SpaceX losing value
It’s the market shifting from “believe the story” to “verify delivery”
Grand narratives like Starlink, Starship, and AI are all very compelling
But what ultimately determines a $1.7 trillion valuation is still:
Revenue growth, profit margins, and cash flow
The stars and endless horizons are exciting—but it’s the financials that make capital stay 🙃
See translation
加密货币风险投资交易量处于历史低点
可能很多人不喜欢这个趋势
但我认为，这是 Crypto 走向成熟必须经历的一步
VC 不再疯狂撒钱
项目不能再靠叙事活几年
真正的问题：
你的协议到底有没有人在用？有没有创造收入？
没有 VC 输血还能活下来的项目，才值得长期关注🫡
可能很多人不喜欢这个趋势
但我认为，这是 Crypto 走向成熟必须经历的一步
VC 不再疯狂撒钱
项目不能再靠叙事活几年
真正的问题：
你的协议到底有没有人在用？有没有创造收入？
没有 VC 输血还能活下来的项目，才值得长期关注🫡
See translation
$CASHCAT 真的起不来了吗？空头赢了！
几天前：交易员开出 $499K 空单
现在：
价格：
$0.1185 → $0.0574
浮盈：
+$531K
当大多数人还在追逐 meme 狂热时
有人已经开始押注退潮...😒
几天前：交易员开出 $499K 空单
现在：
价格：
$0.1185 → $0.0574
浮盈：
+$531K
当大多数人还在追逐 meme 狂热时
有人已经开始押注退潮...😒
The spotlight on crypto always rotates 🚀
Today Robinhood
Tomorrow Base
The day after: BSC
But every time the celebration ends, you’ll see the same result:
Players return to Solana
The reason is simple:
This isn’t just a trading venue—it’s a culture.
Many chains can copy the technology,
but it’s hard to copy Solana’s community vibe.
Big love Solana 🫡
Today Robinhood
Tomorrow Base
The day after: BSC
But every time the celebration ends, you’ll see the same result:
Players return to Solana
The reason is simple:
This isn’t just a trading venue—it’s a culture.
Many chains can copy the technology,
but it’s hard to copy Solana’s community vibe.
Big love Solana 🫡
See translation
看到 $CASHCAT 这个仓位，有一个很现实的感受：
在 Crypto 里，赚钱和亏钱，有时候只差一个周期。
交易员 0x5fe6 用 71万美金 买入504万枚 $CASHCAT
-61%的回撤，到现在价值29万美元
0x020bfc650a365f8bb26819deaabf3e21291018b4
很多人羡慕早期玩家赚到10倍、100倍
但很少有人看到，追逐暴富机会的人，也可能在几天内失去大部分本金
机会重要，风险控制更重要
希望大家都可以抓住下一个百倍meme🚀
在 Crypto 里，赚钱和亏钱，有时候只差一个周期。
交易员 0x5fe6 用 71万美金 买入504万枚 $CASHCAT
-61%的回撤，到现在价值29万美元
0x020bfc650a365f8bb26819deaabf3e21291018b4
很多人羡慕早期玩家赚到10倍、100倍
但很少有人看到，追逐暴富机会的人，也可能在几天内失去大部分本金
机会重要，风险控制更重要
希望大家都可以抓住下一个百倍meme🚀
Bitcoin’s ecosystem has once again received a signal worth paying attention to
Ordinals proponents {Leonidas @LeonidasNFT } Bitcoin client $DOG Mode hope to remove several restrictions that Bitcoin Core currently places on Ordinals and Runes
In my view, the key point here isn’t the client itself
but rather who gets to decide what kinds of transactions count as "true Bitcoin"
Supporters believe Bitcoin Core’s restrictions are hindering innovation in the ecosystem; opponents argue that Ordinals and Runes only add pointless burden to the network
I hope NFT projects in the big-bet (Bitcoin) ecosystem really take off 🤡
Would you rather have Bitcoin remain maximally decentralized and pure, or support it carrying more application scenarios?
Ordinals proponents {Leonidas @LeonidasNFT } Bitcoin client $DOG Mode hope to remove several restrictions that Bitcoin Core currently places on Ordinals and Runes
In my view, the key point here isn’t the client itself
but rather who gets to decide what kinds of transactions count as "true Bitcoin"
Supporters believe Bitcoin Core’s restrictions are hindering innovation in the ecosystem; opponents argue that Ordinals and Runes only add pointless burden to the network
I hope NFT projects in the big-bet (Bitcoin) ecosystem really take off 🤡
Would you rather have Bitcoin remain maximally decentralized and pure, or support it carrying more application scenarios?
South Korean Stock Market One Day Erases 290 Trillion Won
Samsung Electronics and SK Hynix Become Major Drags
My take: The market is starting to become sensitive to negative news
When traditional markets are under pressure, risk assets often get hit as well—driven by sentiment
Next, what’s worth watching isn’t just whether the Korean market will stop falling, but whether the market’s safe-haven sentiment will keep intensifying 🙁
Samsung Electronics and SK Hynix Become Major Drags
My take: The market is starting to become sensitive to negative news
When traditional markets are under pressure, risk assets often get hit as well—driven by sentiment
Next, what’s worth watching isn’t just whether the Korean market will stop falling, but whether the market’s safe-haven sentiment will keep intensifying 🙁
Verified
Two suspected a16z-linked wallets transferred nearly $59 million worth of HYPE to multiple exchanges over two consecutive days, while the coin price during the same period has already retraced by about 12%.
If the report is true, what’s really worth paying attention to isn’t whether the institutions are selling—it’s whether the market has the capacity to absorb these coins.
In a bull market, sell orders aren’t scary.
What’s scary is when the market can’t absorb the sell orders.
Do you think this HYPE move is just a normal shakeout, or that institutions are starting to cash out profits?
If the report is true, what’s really worth paying attention to isn’t whether the institutions are selling—it’s whether the market has the capacity to absorb these coins.
In a bull market, sell orders aren’t scary.
What’s scary is when the market can’t absorb the sell orders.
Do you think this HYPE move is just a normal shakeout, or that institutions are starting to cash out profits?
$BTC In the 16 days before July, outperformed the Nasdaq by 14%
Many people are still stuck in the old narrative that “BTC is a speculative asset”
But in every cycle, the market rediscovers Bitcoin
Price never lies
Capital is using votes to tell you the answer—bulls, come on, now 🤗
Many people are still stuck in the old narrative that “BTC is a speculative asset”
But in every cycle, the market rediscovers Bitcoin
Price never lies
Capital is using votes to tell you the answer—bulls, come on, now 🤗
Seeing this position, I thought of something:
When the market is truly dangerous, it’s often not that nobody is bearish
but that everyone assumes prices will rise is only natural
A Hyperliquid trader currently holds a short position worth over $10 million:
145 BTC + 15,000 HYPE
He has previously accumulated profits of $527,000
While others chase upward moves, someone starts preparing for a drop
Whether he’s right or not—only the market will tell 🧐
When the market is truly dangerous, it’s often not that nobody is bearish
but that everyone assumes prices will rise is only natural
A Hyperliquid trader currently holds a short position worth over $10 million:
145 BTC + 15,000 HYPE
He has previously accumulated profits of $527,000
While others chase upward moves, someone starts preparing for a drop
Whether he’s right or not—only the market will tell 🧐
2017’s BTC OG giant whale awakens!
8,908 BTC, from $99.60 million in cost to today’s $383 million
In 8.5 years, he did nothing—he just held!
The market is filled with countless noises every day, but wealth often belongs to those who can endure the cycles
Hopefully, the next one who makes it through will be you and me 🫤
8,908 BTC, from $99.60 million in cost to today’s $383 million
In 8.5 years, he did nothing—he just held!
The market is filled with countless noises every day, but wealth often belongs to those who can endure the cycles
Hopefully, the next one who makes it through will be you and me 🫤
See translation
现在重点关注 $CASHCAT 和 $ANSEM
它们不只是普通代币，而是当前最大的两个叙事：
$CASHCAT = 生态关注度
$ANSEM = KOL 影响力
如果这里反弹，会重新恢复市场信心
如果再跌50%，将是整个市场的重要警示
没有热点，没有流动性，只剩漫长震荡...
一级市场高风险，凡事小心谨慎！
它们不只是普通代币，而是当前最大的两个叙事：
$CASHCAT = 生态关注度
$ANSEM = KOL 影响力
如果这里反弹，会重新恢复市场信心
如果再跌50%，将是整个市场的重要警示
没有热点，没有流动性，只剩漫长震荡...
一级市场高风险，凡事小心谨慎！
Bought 31.10 million USD worth of ETH long positions with 25x full-margin leverage
Position: 16,530 ETH
Entry price: $1,855
Liquidation price: $1,864
Currently, unrealized profit is about $490,000, but $ETH is only about $20 away from the liquidation price
If Trump just moves his mouth, the entire position could get liquidated 😅
Position: 16,530 ETH
Entry price: $1,855
Liquidation price: $1,864
Currently, unrealized profit is about $490,000, but $ETH is only about $20 away from the liquidation price
If Trump just moves his mouth, the entire position could get liquidated 😅
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