$BTC|Must-watch for the Clear Bill: Why “good news being implemented” is actually a sell-off signal?
Many retail investors have a misconception: they think that when the U.S. clear bill is passed, it means good news is implemented—then the big pie directly surges higher. But I’ve explained countless times in advance: whether this bill passes or not, in the end it will fall. The only difference is: Passing → slow bleed down, drifting lower; when good news is implemented, it’s sold off and crushed Not passing → immediate panic and a massive crash On the 15th, the key voting day for the bill—I laid out the core logic today so everyone understands why the implementation of good news actually leads to a sell-off. First: the market has already priced in the good news in advance (buy the expectation, sell the fact) From the rebound at the earlier low to today, rallying all the way from around 63,000 to around 82,000—throughout this entire uptrend, in terms of the news backdrop, the essence is that the bill expectation was front-run and priced in.
Preview of Three Major Events Next Wednesday: Has the Bad News Been Fully Priced In—or Is This the Last Drop?
Tuesday | Clear-cut Bill Vote Market consensus expects it may not pass with an overwhelmingly high vote count in one go, and related expectations have already been partly priced in. The real focus isn’t whether it passes, but the divergence between the vote result and expectations: if it unexpectedly passes with a very high vote count, it will directly trigger massive short-squeeze pressure, and the crypto market could see a explosive rebound.
Wednesday | Federal Reserve Interest Rate Decision Pricing for this month’s rate-hike probability in derivatives has risen to around 90%. The rate hike itself has likely already been priced in; the key lies in the policy guidance released at the press conference. If the official signals that the tightening cycle is nearing its end, it will very easily trigger a rebound that resembles “bad news fully priced in.”
Friday | Bank of Japan Policy Decision The market expects a rate hike of 25 basis points to 1.25%. If that happens, it would set the highest level since 2008. In the short term, it could spark volatility from unwinding yen carry trades, creating localized liquidity pressure on global risk assets.
Whether the bill can be passed immediately isn’t the main issue—clear regulatory framework guidance is the true long-term positive. Even if the Federal Reserve hikes again, it’s mostly to maintain the seriousness of inflation control; over the macro and long-term horizon, the trend is for monetary policy to tilt toward releasing liquidity.
The core variable that will ultimately determine the medium-to-long-term trend of U.S. stocks and Bitcoin is U.S. Treasury yields. As U.S. Treasury yields gradually peak and then begin to fall, liquidity for global risk assets will be released significantly.
Summary: Bad news in the short term has been widely anticipated and priced in. For long positions, if there is a pullback at lower levels, it’s actually an opportunity to build positions in batches and add more. The real risk isn’t “bad news landing,” but “something worse than expectations.” $BTC
Gambler 0x396d opened 911.55 positions of $BTC with 40x leverage long, with a position size of $70.08 million. Liquidation price: $76,308. In nearly 80 BTC trades, the win rate is 92.5%. This time, will it continue to achieve legendary status—or will it liquidate and go to zero?
$81,000 is a wall of copper and iron; $78,000 is an intangible tray—everything is due to the $40.81 billion options market. $BTC
As 81K is approached, market makers are forced to sell (each 1% rise ≈ $94 million in sell orders). As 78K is approached, market makers are forced to buy (each 1% drop ≈ $43 million in buy orders). Currently at $78,436, it is hanging right along the upper edge of the buy zone.
Key turning points: Break below 78K: market makers switch from buying to selling; the tray turns into a driving force, and the sell-off accelerates. Break above 81K: the thickest options wall is lifted; resistance above is a vacuum, and upside room opens.
My take: I lean toward an upside breakout. Massive funds are betting on the area above 80K; when panic sentiment bottoms out, it often brews a reversal.
Recommendation: Focus on the two extremes—78K and 81K. Wait for a clear breakout, then follow from the right side; do not participate in the middle zone. As the options expiration date nears, volatility will spike—buckle up your safety belt in advance.
The Liquid Network had 3,998.5 white-hat events involving $BTC being updated. The funds were transferred away two days ago, worth $316 million. The other party posted on-chain that “once the vulnerability is fixed, we’ll return most of it.” In the early hours of today, 3,400 BTC (worth $268 million) have already been transferred back.
Now the question is—what about the remaining 598.5 BTC, about $47.2 million? It’s being left untouched in the white hat’s hands. So does that count as… a bounty?
If that’s the case, the accounting gets really interesting: discover the vulnerability, move the funds, prove it’s controllable, return the bulk, and keep a “handling fee.” It’s a smooth operation—done in under 48 hours—and they end up with $47.2 million. Being a white hat can indeed pay off, but usually bug bounties are proactively paid by the project. This time it looks more like “I’ll take it myself, then return part of it.”
That said, Blockstream probably won’t treat this as a regular bug bounty. There’ll likely be more back-and-forth later. After all, this isn’t a vulnerability report—real on-chain assets were moved.
Either way, most of the money has already been returned, and the sidechain is about to be restored, with market impact largely absorbed. As for how that final $47.2 million will be settled, let the negotiation between the two sides decide. In any case, these days, hackers who understand technology, process, and restraint are truly scarce talent.
#拜登儿子 Hunter Biden really is going to launch a token!? No joke—$LAPTOP goes live on the Base chain on September 9, and both the official X/Twitter account and the contract address (CA) are already posted.
The most surreal part of this is that he turned the very laptop computer that changed the course of the U.S. election into a meme coin. After being discussed nationwide for years because of a “scandal laptop,” one person then flips it into an IP, launches a coin—just that move alone, is already a win.
The token allocation is also pretty interesting: - Founders (including Hunter Biden) get 30%, with a 6-month lockup, then linear unlock over 2 years - 20% for airdrops, with part of it going to $TRUMP’s losers—this is basically slapping “credit” on the opponent’s face - 30% tied to prediction markets: when specific events trigger, it gets burned; if they don’t, it’s donated to charity
And there’s another detail: <LAPTOP> explicitly says it has “no practical functionality, no roadmap, and no staking mechanism.” Its value is driven entirely by community sentiment. Translated plainly: I’m telling you outright that this is a meme—whether you buy or not is up to you.
How should I put it? From TRUMP to TRUMP to MELANIA, political figures launching tokens isn’t rare anymore. But taking a “laptop scandal” issue that people once wanted to erase—and turning it into your own brand asset to launch a coin? Hunter Biden’s move really shows he understands the opponent’s playbook better. It goes live tomorrow—let’s watch.
Take a look at $BTC liquidation map, the data is already outrageous:
Above 83K, shorts are only $5 billion; Below 63K, longs have piled in $20 billion.
This isn’t a long-short battle, it’s an uneven betting game. The price has been lingering around 80K, and to put it plainly, it’s just waiting for one side to blow up first.
When it’s time to say more, the post will go out first—just keep an eye out.
🚨4000 units of Liquid Network were transferred away, $BTC , worth 320 million USD! The sender left a message claiming to be a "white hat"—are they robbing the rich to help the poor, or are they really trying to help? The official team is currently in contact and communicating. At present, the sidechain has been suspended, #LBTC deposits and withdrawals are closed, and other assets are temporarily safe. Another night of witnessing history.
There are news every day about getting rich from the RB chain, it always feels like they're luring retail investors to be the ones left holding the bag #robinhood
$BTC Bitcoin moving averages—I only look at two lines. More than that is pointless. First line: the 200-week moving average— the bull/bear dividing line, and also my “buy-the-dip line.” Historical data never lies: every time Bitcoin drops below the 200-week moving average, it has been a bottom at the historical level. Over the past decade-plus, this signal has never failed, with a win rate of 100%. When prices dip in, no one dares to buy—but anyone who actually knows how to watch the market understands: that’s the market handing you money.
Second line: the 50-week moving average— the trend confirmation line, and also my “charge line.” Once the price breaks above and holds the 50-week moving average, it means the medium-term trend has completely flipped. This isn’t guesswork—it’s a rule. Add to that my earlier judgment—Bitcoin and Ethereum have both confirmed the formation of an 18-month major bottom. This bottom structure has been validated simultaneously across three dimensions: time, space, and sentiment.
So the logic is very clear now: An 18-month major bottom is set + the 200-week moving average providing support + the 50-week moving average about to break through With all three in resonance, the probability of a bull market confirmation is rapidly accelerating. Stay focused. Once this line is firmly established, it’s not a rebound—it’s a reversal.
A 100% historical win rate doesn’t guarantee the future will repeat. But standing on the side of probability—that’s what smart people do.
Betting long 45,000+ lots of the $ETH giant whale—starting to panic! Two hours ago, he sold 1,500 ETH ($3.75 million), made a profit of $618,000, then turned around and deposited it into HL as margin.
The unrealized loss on his 107 million long positions has already widened to $4.8 million. His liquidation price is now $2,173—only $207 of room remains before liquidation.
The magic coin is back again—$AKE , a single needle shot up and 6x exploded to 27 million; someone probably woke up crying.
Half of the short positions were liquidated on Bybit—13M. Who would be that big of a spender opening shorts on Bybit? Hard to say… was it again Bybit’s own MM getting slaughtered? 😂😂😂
That man who holds 17.4% of the total supply of $SHIB is about to dump again!
He bought in for around 13,000 yuan in 2020, and at its peak in 2021 it rose to 9.1 billion USD. Recently he has started cashing out gradually again, and today he transferred another 600 billion tokens (about 3.09 million USD). So far, he has sold 100 trillion tokens and cashed out 66.6 million USD. He still holds 93 trillion tokens, worth 478 million USD.
That 13,000 yuan investment back then has now already been recovered just from the cash-outs, and everything left is pure profit.