Binance Square
大晖哥Whdysseus
863 Posts

大晖哥Whdysseus

X@Whdysseus |1783DAO & 博链BroadChain 创始人|原证券/基金从业|二级市场投研和行业分析|2025币安全球区块链百强创作者(入围) |全球宏观与策略分析师(野生)|Crypto OG since 2014|关注Crypto、美股、港股和全球AI科技股 |DYOR
Top traders by profit in 7D
Top traders by profit in 7D
原创之星
原创之星
UNI Holder
UNI Holder
Frequent Trader
8.6 Years
33 Following
1.9K+ Followers
2.5K+ Liked
2 Badges
Posts
PINNED
·
--
Bullish
It's also getting better. 7-day passive return rate 36%+ We've also received Binance’s overall profit leaderboard—7-day profit leaderboard TOP. Fully holding UNI and AAVE. $UNI {future}(UNIUSDT) $AAVE {spot}(AAVEUSDT)
It's also getting better.
7-day passive return rate 36%+
We've also received Binance’s overall profit leaderboard—7-day profit leaderboard TOP.
Fully holding UNI and AAVE.

$UNI
$AAVE
PINNED
Binance VIP 9 Customer Exclusive Global Limited Edition of 50 Sets Texas + Mahjong Set The family of 1783DAO is so powerful
Binance VIP 9 Customer Exclusive
Global Limited Edition of 50 Sets
Texas + Mahjong Set
The family of 1783DAO is so powerful
According to CoinGlass data, the Coinbase Bitcoin premium index returned to a positive value for the first time since May 19, reaching 0.0052%. This ended the longest historical stretch of negative premium—97 consecutive days—through August 23. Historical comparison: Previous longest negative premium record: January 16, 2026 to February 24, 40 consecutive days Second longest: during the 2025 “1011 crash,” about 30 days This round: 97 consecutive days, far exceeding the prior record While the current positive signal is still relatively sporadic, it already suggests that sell pressure from the institutional side has eased. The next key step is to wait for institutional funds to truly return and create real demand. The Coinbase premium index measures the Bitcoin price spread between Coinbase Pro and Binance. A sustained negative figure typically reflects weaker U.S. market buy pressure or heavier sell pressure, but it should not be used alone to directly conclude that institutional funds are flowing out. With institutional sell pressure easing, the market is moving in a more favorable direction.
According to CoinGlass data, the Coinbase Bitcoin premium index returned to a positive value for the first time since May 19, reaching 0.0052%. This ended the longest historical stretch of negative premium—97 consecutive days—through August 23.
Historical comparison:
Previous longest negative premium record: January 16, 2026 to February 24, 40 consecutive days
Second longest: during the 2025 “1011 crash,” about 30 days
This round: 97 consecutive days, far exceeding the prior record
While the current positive signal is still relatively sporadic, it already suggests that sell pressure from the institutional side has eased. The next key step is to wait for institutional funds to truly return and create real demand.
The Coinbase premium index measures the Bitcoin price spread between Coinbase Pro and Binance. A sustained negative figure typically reflects weaker U.S. market buy pressure or heavier sell pressure, but it should not be used alone to directly conclude that institutional funds are flowing out.
With institutional sell pressure easing, the market is moving in a more favorable direction.
Verified
To avoid repeating dYdX’s mistakes, Ondo is no longer building a public chain. Instead, it is switching to an execution-layer approach: public chains such as Ethereum handle the final asset settlement. Ondo Finance announced that it is moving from its self-built Layer 1, “Ondo Chain,” to “Ondo Network.” Key change: transaction execution is separated from final settlement. Ondo Network is responsible for: executing trades at high speed and with privacy Public chains such as Ethereum are responsible for: final asset settlement Timeline: February 2025: Ondo Chain is announced, positioned as an institutional-grade RWA Layer 1 July 27, 2026: Ondo Network is officially announced, replacing the traditional L1 route Late July 2026: Ondo Network’s first application, Ondo Perps, goes live Why the shift? After validating for a year and a half, Ondo found that what institutions truly need is not another public chain, but a high-speed, private, non-custodial execution layer for trading. Avoid repeating dYdX’s mistakes dYdX once spent heavily building its own Cosmos app chain, but that decision did not bring real value improvements for traders themselves. After migration, dYdX’s daily trading volume fell by more than 90% from its peak, and at one point the number of traders in a 24-hour period dropped below 100. Market makers reported that when matching large orders on Cosmos, they often have to cross-chain back to Ethereum to find sufficient depth—making slippage wipe out the fee-advantage. In October 2025, there was also an incident where the chain was down for about 8 hours. Ondo chose a completely different path—rather than building an isolated island, it focuses on building a high-speed execution layer and handing final settlement to Ethereum. From an idea, to validation, to refinement, and then to implementation—this detour took a year and a half, but it was also a timely course correction. $ONDO $ETH $DYDX {future}(DYDXUSDT) {future}(ETHUSDT) {future}(ONDOUSDT)
To avoid repeating dYdX’s mistakes, Ondo is no longer building a public chain. Instead, it is switching to an execution-layer approach: public chains such as Ethereum handle the final asset settlement.
Ondo Finance announced that it is moving from its self-built Layer 1, “Ondo Chain,” to “Ondo Network.”
Key change: transaction execution is separated from final settlement.
Ondo Network is responsible for: executing trades at high speed and with privacy
Public chains such as Ethereum are responsible for: final asset settlement
Timeline:
February 2025: Ondo Chain is announced, positioned as an institutional-grade RWA Layer 1
July 27, 2026: Ondo Network is officially announced, replacing the traditional L1 route
Late July 2026: Ondo Network’s first application, Ondo Perps, goes live
Why the shift?
After validating for a year and a half, Ondo found that what institutions truly need is not another public chain, but a high-speed, private, non-custodial execution layer for trading.
Avoid repeating dYdX’s mistakes
dYdX once spent heavily building its own Cosmos app chain, but that decision did not bring real value improvements for traders themselves. After migration, dYdX’s daily trading volume fell by more than 90% from its peak, and at one point the number of traders in a 24-hour period dropped below 100. Market makers reported that when matching large orders on Cosmos, they often have to cross-chain back to Ethereum to find sufficient depth—making slippage wipe out the fee-advantage. In October 2025, there was also an incident where the chain was down for about 8 hours.
Ondo chose a completely different path—rather than building an isolated island, it focuses on building a high-speed execution layer and handing final settlement to Ethereum.
From an idea, to validation, to refinement, and then to implementation—this detour took a year and a half, but it was also a timely course correction.
$ONDO $ETH $DYDX
A poor scholar’s determination has always been a path of nine deaths and one life. Back then, Evergrande’s Hui Ka-yin was also from a humble background; he worked his way up and became China’s richest man, basking in glory for about twenty years. Sitting at the table in grand style for 20 years—yet still a life of mediocrity and nothing accomplished? Most people’s answer may be the former. But the true cost—few people can really figure it out. Life has no right or wrong, only choices. Once you choose, you have to accept it.
A poor scholar’s determination has always been a path of nine deaths and one life.
Back then, Evergrande’s Hui Ka-yin was also from a humble background; he worked his way up and became China’s richest man, basking in glory for about twenty years.
Sitting at the table in grand style for 20 years—yet still a life of mediocrity and nothing accomplished?
Most people’s answer may be the former. But the true cost—few people can really figure it out.
Life has no right or wrong, only choices. Once you choose, you have to accept it.
Article
Alibaba’s US$10.2 billion share placement: the AI arms race gets another boost, with short-term profit pressureBoChain learned that on August 23, Alibaba announced plans to place new shares in Hong Kong, with a total amount of about HK$80 billion (approximately US$10.2 billion). If completed, this would become the largest post-listing follow-on offering in Hong Kong’s history, and the world’s third-largest primary share issuance in 2026, trailing only Alphabet (Google) and Intel. The most worth paying attention to is the use of funds: 100% of the net proceeds from this placement will be used to invest in AI capabilities, including expanding and upgrading AI infrastructure. It’s neither meant to supplement liquidity nor for general M&A. It is very clearly a continued bet—on AI models, computing power, data centers, and cloud infrastructure.

Alibaba’s US$10.2 billion share placement: the AI arms race gets another boost, with short-term profit pressure

BoChain learned that on August 23, Alibaba announced plans to place new shares in Hong Kong, with a total amount of about HK$80 billion (approximately US$10.2 billion). If completed, this would become the largest post-listing follow-on offering in Hong Kong’s history, and the world’s third-largest primary share issuance in 2026, trailing only Alphabet (Google) and Intel.
The most worth paying attention to is the use of funds: 100% of the net proceeds from this placement will be used to invest in AI capabilities, including expanding and upgrading AI infrastructure.
It’s neither meant to supplement liquidity nor for general M&A. It is very clearly a continued bet—on AI models, computing power, data centers, and cloud infrastructure.
Verified
USDC is continuously being minted, and stablecoin demand remains strong. In the seven days through August 20, Circle issued approximately 7.5 billion USDC, redeemed about 6.7 billion, for a net increase of roughly 800 million. USDC’s total circulating supply reached 72.7 billion, with reserves of about $72.9 billion. Reserve composition: approximately $48.1 billion in overnight reverse repos, $12.7 billion in short-term Treasury bills, $11.4 billion in institutional deposits, and $0.7 billion in bank deposits. $CRCL {future}(CRCLUSDT)
USDC is continuously being minted, and stablecoin demand remains strong.
In the seven days through August 20, Circle issued approximately 7.5 billion USDC, redeemed about 6.7 billion, for a net increase of roughly 800 million. USDC’s total circulating supply reached 72.7 billion, with reserves of about $72.9 billion.

Reserve composition: approximately $48.1 billion in overnight reverse repos, $12.7 billion in short-term Treasury bills, $11.4 billion in institutional deposits, and $0.7 billion in bank deposits.

$CRCL
Trump carried out more than 21,000 securities trades throughout all of 2025, with a total value ranging from $600 million to $1.86 billion. An average of more than 80 trades per day. This frequency is absolutely the kind of “high-frequency trading” player.
Trump carried out more than 21,000 securities trades throughout all of 2025, with a total value ranging from $600 million to $1.86 billion.
An average of more than 80 trades per day. This frequency is absolutely the kind of “high-frequency trading” player.
Institutional capital is accelerating into the market. This week, U.S. spot Bitcoin and Ethereum ETFs recorded a combined net inflow of $2.6 billion, the highest since October 2025. Of this, spot Bitcoin ETFs saw a net inflow of $1.9 billion, and spot Ethereum ETFs saw a net inflow of $697 million; both products recorded their largest weekly net inflows since 2026. $BTC $ETH
Institutional capital is accelerating into the market.
This week, U.S. spot Bitcoin and Ethereum ETFs recorded a combined net inflow of $2.6 billion, the highest since October 2025.
Of this, spot Bitcoin ETFs saw a net inflow of $1.9 billion, and spot Ethereum ETFs saw a net inflow of $697 million; both products recorded their largest weekly net inflows since 2026.
$BTC $ETH
Verified
The U.S. Office of Government Ethics disclosed that Trump made more than 1,000 securities trades in June, with a total value ranging from $78.10 million to $263.1 million. Crypto-related transactions involved Coinbase, Strategy, and Robinhood, but their overall share was very low. Specific trade records: Coinbase: On June 12, 18, and 23, sold (amount range: $100.1 thousand to $2.5 million), and on June 24, bought $50,000 to $100,000 Strategy: On June 23 and 24, sold (amount range: $100.1 thousand to $500 thousand) Robinhood: Bought $10,010 to $150,000 on June 3. #Coinbase #Strategy #Robinhood $COIN $HOOD
The U.S. Office of Government Ethics disclosed that Trump made more than 1,000 securities trades in June, with a total value ranging from $78.10 million to $263.1 million.
Crypto-related transactions involved Coinbase, Strategy, and Robinhood, but their overall share was very low.
Specific trade records:
Coinbase: On June 12, 18, and 23, sold (amount range: $100.1 thousand to $2.5 million), and on June 24, bought $50,000 to $100,000
Strategy: On June 23 and 24, sold (amount range: $100.1 thousand to $500 thousand)
Robinhood: Bought $10,010 to $150,000 on June 3.
#Coinbase #Strategy #Robinhood
$COIN $HOOD
Duquesne Family Office founder Stanley Druckenmiller built a position in Bitdeer (NASDAQ: BTDR) in the second quarter of 2026, holding approximately 4.075 million shares. As of June 30, the market value of the holdings was about $64.67 million, with a cost basis of $15.89. As of the close on August 21, the unrealized loss was 27.88%. At the same time, Druckenmiller newly established a position in HYPE Treasury Company Hyperliquid Strategies (NASDAQ: PURR), holding 2.94 million shares, with a market value of about $23.15 million and a cost basis of $7.87. As of the close on August 21, the unrealized gain was 36.98%. Jane Street also added to its stake in Bitdeer. As of June 30, Jane Street, a top-tier global quantitative trading and market-making firm, held 12.933 million shares of Bitdeer, representing about 5.7% ownership. In the second quarter, it increased its position by approximately 2.713 million shares, with a market value of about $148 million. A notable background connection Previously, U.S. Federal Reserve Chair Kevin Warsh worked with Duquesne Family Office founder Stanley Druckenmiller for nearly a decade. Kevin Warsh had previously joined the Duquesne Family Office and served for a long time as a partner and adviser. In the 1783CLUB community, when it was $9, the Bitdeer (BTDR) focus was shared. It later touched a low of $8.44, and the current price is $11.46. Duquesne Family Office’s core logic for Bitdeer is not just buying a mining company, but placing bets on three main themes at once: Digital assets (BTC mining—the most direct leveraged exposure to BTC’s rise) AI compute infrastructure (Bitdeer is transitioning into AI and HPC data centers, with reserved orders exceeding $2 billion) Crypto financial infrastructure (mining companies are becoming key players in compute leasing and AI infrastructure) $BTDR.US $PURR.US {stock_us}(PURR.US)
Duquesne Family Office founder Stanley Druckenmiller built a position in Bitdeer (NASDAQ: BTDR) in the second quarter of 2026, holding approximately 4.075 million shares. As of June 30, the market value of the holdings was about $64.67 million, with a cost basis of $15.89. As of the close on August 21, the unrealized loss was 27.88%.
At the same time, Druckenmiller newly established a position in HYPE Treasury Company Hyperliquid Strategies (NASDAQ: PURR), holding 2.94 million shares, with a market value of about $23.15 million and a cost basis of $7.87. As of the close on August 21, the unrealized gain was 36.98%.
Jane Street also added to its stake in Bitdeer.
As of June 30, Jane Street, a top-tier global quantitative trading and market-making firm, held 12.933 million shares of Bitdeer, representing about 5.7% ownership. In the second quarter, it increased its position by approximately 2.713 million shares, with a market value of about $148 million.
A notable background connection
Previously, U.S. Federal Reserve Chair Kevin Warsh worked with Duquesne Family Office founder Stanley Druckenmiller for nearly a decade. Kevin Warsh had previously joined the Duquesne Family Office and served for a long time as a partner and adviser.
In the 1783CLUB community, when it was $9, the Bitdeer (BTDR) focus was shared. It later touched a low of $8.44, and the current price is $11.46.
Duquesne Family Office’s core logic for Bitdeer is not just buying a mining company, but placing bets on three main themes at once:
Digital assets (BTC mining—the most direct leveraged exposure to BTC’s rise)
AI compute infrastructure (Bitdeer is transitioning into AI and HPC data centers, with reserved orders exceeding $2 billion)
Crypto financial infrastructure (mining companies are becoming key players in compute leasing and AI infrastructure)
$BTDR.US $PURR.US
BTDRUS+9.52%
PURRUS+4.64%
The most anti-human thing about crypto is that an 80% gain in a year can be compressed into just 10 to 20 trading days. The remaining 300-plus days are either sideways consolidation, a slow bleed downward, or a prolonged drawdown after a violent spike. Day after day you stare at the screen, watching your account go up less—or even drop—until you start questioning life itself. But that’s often what a true major market looks like. Most of the time it’s there to torture you, and only a few days are responsible for changing the shape of your returns. So the hardest part of crypto has never been discovering a bull market—it’s staying at the table through long waiting and doubt. $BTC $ETH
The most anti-human thing about crypto is that an 80% gain in a year can be compressed into just 10 to 20 trading days.
The remaining 300-plus days are either sideways consolidation, a slow bleed downward, or a prolonged drawdown after a violent spike.
Day after day you stare at the screen, watching your account go up less—or even drop—until you start questioning life itself.
But that’s often what a true major market looks like.
Most of the time it’s there to torture you, and only a few days are responsible for changing the shape of your returns.
So the hardest part of crypto has never been discovering a bull market—it’s staying at the table through long waiting and doubt.
$BTC $ETH
A barometer of activity in China’s A-share market Oriental Fortune’s 2026 interim report is out: Total operating revenue: RMB 10.505 billion, up 53.22% year over year Net profit attributable to shareholders: RMB 8.064 billion; RMB 5.567 billion in the same period of 2025; up approximately 44.8% Non-GAAP net profit (after deducting non-recurring gains and losses): RMB 7.727 billion, up 47.13% year over year
A barometer of activity in China’s A-share market
Oriental Fortune’s 2026 interim report is out:
Total operating revenue: RMB 10.505 billion, up 53.22% year over year
Net profit attributable to shareholders: RMB 8.064 billion; RMB 5.567 billion in the same period of 2025; up approximately 44.8%
Non-GAAP net profit (after deducting non-recurring gains and losses): RMB 7.727 billion, up 47.13% year over year
Later, you went to the US stock market. You started researching NVIDIA GPUs, Micron’s DRAM, and Hynix’s HBM—talking about the “supply-demand gap” the moment you opened your mouth, and about how “2027 production capacity has already been locked up” the moment you closed it. You’ve changed. Remember back then? When you saw a coin with an avatar of a frog, a dog, a penguin, and a hippo—the first line would be: “CA, send it to me.” The second: “What’s the market cap?” The third: “Can I still get in?” Three minutes later: “Already all-in.” Come back, brothers and sisters. This is the road back—the way you came.
Later, you went to the US stock market.

You started researching NVIDIA GPUs, Micron’s DRAM, and Hynix’s HBM—talking about the “supply-demand gap” the moment you opened your mouth, and about how “2027 production capacity has already been locked up” the moment you closed it.

You’ve changed.

Remember back then? When you saw a coin with an avatar of a frog, a dog, a penguin, and a hippo—the first line would be: “CA, send it to me.” The second: “What’s the market cap?” The third: “Can I still get in?”

Three minutes later: “Already all-in.”

Come back, brothers and sisters. This is the road back—the way you came.
The founder of Yushu Technology poured a bucket of cold water on his own industry Wang Xingxing said: In the era of ChatGPT for embodied intelligence, it will be fast in two or three years, and slow in five to ten years. We’re not there yet. It’s not humility—it’s that we really aren’t there. A few technical bottlenecks are very real: Efficiency isn’t as good as people’s. At the moment, robots can do simple assembly in factories, but their efficiency is still lower than humans’. For a new task, you have to retrain the model from scratch—there’s no way to reuse it. A few centimeters of error, and the success rate drops sharply. When a robot is trying to pick something, it looks like it’s about to grab it, but in the end it’s off by just a little—and currently there’s no good way to correct it. Severely lacking generalization ability. In a fixed scenario, with enough data, you can reach a 100% success rate. But if the scenario changes even slightly, the success rate collapses. Data problems. Large language models can rely on simply stacking data, but embodied intelligence is different—even if you have data, you still can’t make practical use of it in real training. Calmness on the hot wind is still quite rare.
The founder of Yushu Technology poured a bucket of cold water on his own industry

Wang Xingxing said: In the era of ChatGPT for embodied intelligence, it will be fast in two or three years, and slow in five to ten years. We’re not there yet.

It’s not humility—it’s that we really aren’t there.

A few technical bottlenecks are very real:

Efficiency isn’t as good as people’s. At the moment, robots can do simple assembly in factories, but their efficiency is still lower than humans’. For a new task, you have to retrain the model from scratch—there’s no way to reuse it.

A few centimeters of error, and the success rate drops sharply. When a robot is trying to pick something, it looks like it’s about to grab it, but in the end it’s off by just a little—and currently there’s no good way to correct it.

Severely lacking generalization ability. In a fixed scenario, with enough data, you can reach a 100% success rate. But if the scenario changes even slightly, the success rate collapses.

Data problems. Large language models can rely on simply stacking data, but embodied intelligence is different—even if you have data, you still can’t make practical use of it in real training.

Calmness on the hot wind is still quite rare.
Actually, getting back to break-even isn’t that hard—it’s only a matter of a few days. Strategy (NASDAQ:MSTR) has already broken even. Strategy’s average BTC holding price is around $75,000. Not long ago, when Bitcoin dropped to over $50,000, the unrealized loss temporarily reached nearly $10 billion. From an unrealized loss of nearly $10 billion to getting back to break-even took just a few days. $MSTR {future}(MSTRUSDT) $BTC {future}(BTCUSDT)
Actually, getting back to break-even isn’t that hard—it’s only a matter of a few days.
Strategy (NASDAQ:MSTR) has already broken even.
Strategy’s average BTC holding price is around $75,000. Not long ago, when Bitcoin dropped to over $50,000, the unrealized loss temporarily reached nearly $10 billion.
From an unrealized loss of nearly $10 billion to getting back to break-even took just a few days.
$MSTR
$BTC
US stock funds are fleeing to avoid risk. AI and tech stocks are consolidating after a high level, and capital is starting to look for safer places. Gold has been down for more than half a year, and Bitcoin has been moving sideways for nearly a year—both are relatively near the bottom. Compared with chasing AI at higher prices, the value here is better. US tech stocks: high, crowded, and volatile Gold: in the bottom area, with little room left to fall Bitcoin: sideways for months, gathering momentum This round may not be about chasing AI, but rather a logic of risk aversion plus a catch-up rally.
US stock funds are fleeing to avoid risk.
AI and tech stocks are consolidating after a high level, and capital is starting to look for safer places.
Gold has been down for more than half a year, and Bitcoin has been moving sideways for nearly a year—both are relatively near the bottom. Compared with chasing AI at higher prices, the value here is better.
US tech stocks: high, crowded, and volatile
Gold: in the bottom area, with little room left to fall
Bitcoin: sideways for months, gathering momentum
This round may not be about chasing AI, but rather a logic of risk aversion plus a catch-up rally.
Exclusive Benefits for the 1783CLUB US Stock Group Are Here New users get an exclusive registration link—receive U back on deposits. Event rules: Register via the exclusive link. During August, complete real-name verification. Deposit ≥100 U and keep it for ≥48 hours, and complete any spot or futures contract trade. For the first 50 users: 20 U back per user, to be issued before September 17. Exclusive links: https://www.binance.com/join?ref=25238678 (official website link) https://www.bsmkweb.cc/join?ref=25238678 (official redirect link) Limited spots—first come, first served.
Exclusive Benefits for the 1783CLUB US Stock Group Are Here
New users get an exclusive registration link—receive U back on deposits.

Event rules:
Register via the exclusive link. During August, complete real-name verification. Deposit ≥100 U and keep it for ≥48 hours, and complete any spot or futures contract trade.

For the first 50 users: 20 U back per user, to be issued before September 17.

Exclusive links:
https://www.binance.com/join?ref=25238678 (official website link)
https://www.bsmkweb.cc/join?ref=25238678 (official redirect link)

Limited spots—first come, first served.
Verified
Musk’s X is exploring using USDC to pay creators. In the future, you can earn money from posts and have it deposited directly in USDC—no bank intermediaries, and no cross-border fees. This isn’t just a different way to pay people—stablecoins are shifting from a “trading tool” to an “internet payments” tool. If X can make this work, the creator economy plus stablecoin payments would be a very large application scenario.
Musk’s X is exploring using USDC to pay creators. In the future, you can earn money from posts and have it deposited directly in USDC—no bank intermediaries, and no cross-border fees.
This isn’t just a different way to pay people—stablecoins are shifting from a “trading tool” to an “internet payments” tool.
If X can make this work, the creator economy plus stablecoin payments would be a very large application scenario.
BTC surges overnight by 7%, ETH climbs nearly 20% in a single night—four drivers broken down Last night’s violent rebound was driven by four forces: 1/ The U.S. Treasury expands buybacks Starting in September, the scale of long-term Treasury buybacks doubles (from 2 billion per operation to 4 billion+), lowering long-end yields and boosting risk appetite. Expectations for macro liquidity are improving. 2/ Regulatory signals turn warmer Trump met with executives from Coinbase, Ripple, and others at the White House, along with SEC/CFTC leadership. Market expectations for the regulatory environment are improving at the margin. 3/ ETF inflows return + large holders restart accumulation BlackRock’s IBIT and Fidelity’s FBTC shift from net outflows to net subscriptions. On-chain whales end roughly 60 days of selling pressure and begin accumulating again. 4/ Liquidation of concentrated short positions Highly leveraged shorts are selectively blown up, further amplifying the rally. With these four factors stacking together, a rebound resonance forms. Whether the trend can continue depends on whether capital inflows can stay sustained afterward.
BTC surges overnight by 7%, ETH climbs nearly 20% in a single night—four drivers broken down
Last night’s violent rebound was driven by four forces:
1/ The U.S. Treasury expands buybacks
Starting in September, the scale of long-term Treasury buybacks doubles (from 2 billion per operation to 4 billion+), lowering long-end yields and boosting risk appetite. Expectations for macro liquidity are improving.
2/ Regulatory signals turn warmer
Trump met with executives from Coinbase, Ripple, and others at the White House, along with SEC/CFTC leadership. Market expectations for the regulatory environment are improving at the margin.
3/ ETF inflows return + large holders restart accumulation
BlackRock’s IBIT and Fidelity’s FBTC shift from net outflows to net subscriptions. On-chain whales end roughly 60 days of selling pressure and begin accumulating again.
4/ Liquidation of concentrated short positions
Highly leveraged shorts are selectively blown up, further amplifying the rally.
With these four factors stacking together, a rebound resonance forms. Whether the trend can continue depends on whether capital inflows can stay sustained afterward.
Log in to explore more content
Join global crypto users on Binance Square
⚡️ Get latest and useful information about crypto.
💬 Trusted by the world’s largest crypto exchange.
👍 Discover real insights from verified creators.
Email / Phone number
Sitemap
Cookie Preferences
Platform T&Cs