万联welinkBTC
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万联welinkBTC
Square Verified+万物互联，数字为王 ｜ x：@fly_welinkBTC 🔥链上指标分析🔥 16年入圈，4年社区运营经验，主业 HW程序员，擅长socialfi领域；专注Web3、链游、AI、AirDrop投资机会；【监控全网100位币圈达人，一起穿越牛熊】
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#链上指标分析
BTC ENTITY-ADJUSTED LTH REALIZED P/L RATIO
BTC：Entity-adjusted Long-Term Holder (LTH) Realized Profit/Loss Ratio
Latest indicator data:
Long-term realized cost-basis holder P/L status: underwater zone
The current 7-day smoothed ratio is 0.453, below 1.0,
with realized losses from long-term holders dominating.
This underwater phase has lasted 70 days.
7-day average: 0.453; 30-day average: 0.379.
7-day change: +0.126 · Rebound
Underwater start date: 2026-05-14
Underwater duration: 70 days
On-chain date: 2026-07-22
(Underwater: LTH P/L Ratio < 1.0)
Re-observe the 1.0 pivot of the LTH realized P/L ratio—underwater phases align with deeper turnover and macro clearing windows.
This ratio compares realized profit to realized loss for coins held for over about 155 days.
A value above 1.0 indicates profit realization dominates;
a value below 1.0 indicates long-term holders are also selling at a loss.
Re-crossing 1.0 is an important signal to watch for a macro sentiment shift.
More curated on-chain cycle indicators
Go to
https://welinkbtc-onchainmain.xyz/
Access Code:
WELINKPRO
(Get a 1-month free early access to MAX)
Help you understand cycles like a professional analyst
$BTC $BNB
BTC ENTITY-ADJUSTED LTH REALIZED P/L RATIO
BTC：Entity-adjusted Long-Term Holder (LTH) Realized Profit/Loss Ratio
Latest indicator data:
Long-term realized cost-basis holder P/L status: underwater zone
The current 7-day smoothed ratio is 0.453, below 1.0,
with realized losses from long-term holders dominating.
This underwater phase has lasted 70 days.
7-day average: 0.453; 30-day average: 0.379.
7-day change: +0.126 · Rebound
Underwater start date: 2026-05-14
Underwater duration: 70 days
On-chain date: 2026-07-22
(Underwater: LTH P/L Ratio < 1.0)
Re-observe the 1.0 pivot of the LTH realized P/L ratio—underwater phases align with deeper turnover and macro clearing windows.
This ratio compares realized profit to realized loss for coins held for over about 155 days.
A value above 1.0 indicates profit realization dominates;
a value below 1.0 indicates long-term holders are also selling at a loss.
Re-crossing 1.0 is an important signal to watch for a macro sentiment shift.
More curated on-chain cycle indicators
Go to
https://welinkbtc-onchainmain.xyz/
Access Code:
WELINKPRO
(Get a 1-month free early access to MAX)
Help you understand cycles like a professional analyst
$BTC $BNB
[ZEC Maximum Bullish Profit]
Currently, the unrealized profit on the positions exceeds $6,545,723.06
🐉 Super whale
💰 Big money
1-day active
Powell child address:
0x382bf59b250a3167a8b86862c2c56cd870353e39
10x $ZEC goes long
Position value $11,600,384.40
Position size 9814.2 ZEC
Unrealized P&L $6,545,723.06
Return rate 1294.99%
#美加关税战升级
Currently, the unrealized profit on the positions exceeds $6,545,723.06
🐉 Super whale
💰 Big money
1-day active
Powell child address:
0x382bf59b250a3167a8b86862c2c56cd870353e39
10x $ZEC goes long
Position value $11,600,384.40
Position size 9814.2 ZEC
Unrealized P&L $6,545,723.06
Return rate 1294.99%
#美加关税战升级
Verified
$TAO
Bittensor TAO listed on Raydium DEX
Bittensor TAO listed on Raydium, driving the price up 13.4% to $277, with a market cap of $3.0 billion. Solana DeFi users gain access.
#TAO是人工智能的比特币🚀
Bittensor TAO listed on Raydium DEX
Bittensor TAO listed on Raydium, driving the price up 13.4% to $277, with a market cap of $3.0 billion. Solana DeFi users gain access.
#TAO是人工智能的比特币🚀
Partly True
$SOL Huge pump is here
Solana has been recognized by US regulators as a core asset of a commodity trust
On September 5, Solana was recognized as a core asset of a commodity trust, supporting $1.35B of ETF inflows and strong RWA growth.
#Zcash周涨45%创2016年来新高
#日元突破155逼近年内新高
Solana has been recognized by US regulators as a core asset of a commodity trust
On September 5, Solana was recognized as a core asset of a commodity trust, supporting $1.35B of ETF inflows and strong RWA growth.
#Zcash周涨45%创2016年来新高
#日元突破155逼近年内新高
Verified
Institutional holdings $HYPE Hyperliquid ETF worth $74.88 million
As of the second quarter,
30 institutions held $74.88 million (1.15 million HYPE) in Hyperliquid ETFs managed by 21Shares, Bitwise, and Grayscale.
#比特币ETF年内仍缺10亿美元
As of the second quarter,
30 institutions held $74.88 million (1.15 million HYPE) in Hyperliquid ETFs managed by 21Shares, Bitwise, and Grayscale.
#比特币ETF年内仍缺10亿美元
I can only manage some pork knuckle rice
And, as a side note, I’ll interact with the drop-off too
In half a day’s time
#日元突破155逼近年内新高
$BNB
And, as a side note, I’ll interact with the drop-off too
In half a day’s time
#日元突破155逼近年内新高
$BNB
Wow, Brother Ma has so many tags!
But right now, the most prominent tag is:
HYPE—maximum long liquidation loss
🐉 Super whale,
💀 Huge loss,
🌋 Volcano 1-day active,
"MachiBigBrother" on Hyperliquid,
BLUR Airdrop Recipient,
What makes Brother get more and more determined even after setbacks
Observation address
0x020ca66c30bec2c4fe3861a94e4db4a498a35872
$HYPE
But right now, the most prominent tag is:
HYPE—maximum long liquidation loss
🐉 Super whale,
💀 Huge loss,
🌋 Volcano 1-day active,
"MachiBigBrother" on Hyperliquid,
BLUR Airdrop Recipient,
What makes Brother get more and more determined even after setbacks
Observation address
0x020ca66c30bec2c4fe3861a94e4db4a498a35872
$HYPE
#链上指标分析
BTC: SHORT-TERM HOLDER REALIZED PRICE & 200DMA
$BTC ：“short-term holder cost line” and “200-day moving average” golden cross
Macro structure status: The macro golden cross has been confirmed
The publicly available daily sequence shows that:
The STH cost line is $70,860,
The 200DMA is $69,755,
with a relative difference of +1.58%.
The most recent macro golden cross occurred on 2026-08-25,
and as of 2026-09-06 it has stayed continuously above the moving average for 13 consecutive daily observations;
the average top-window for the last 3 complete historical samples is about 30.3 months.
When the STH cost line crosses upward through the 200DMA, it indicates that short-term market cost repair has taken place and the market has started to outperform the long-term trend again
The red line is the on-chain average cost of the cohort with insufficient coin holdings for 155 days;
the black line is the BTC daily price’s 200-day simple moving average.
When the red line crosses above the black line from below and remains continuously closed above it,
it usually means that the bear-market base-building structure is switching into a macro expansion phase.
BTC: SHORT-TERM HOLDER REALIZED PRICE & 200DMA
$BTC ：“short-term holder cost line” and “200-day moving average” golden cross
Macro structure status: The macro golden cross has been confirmed
The publicly available daily sequence shows that:
The STH cost line is $70,860,
The 200DMA is $69,755,
with a relative difference of +1.58%.
The most recent macro golden cross occurred on 2026-08-25,
and as of 2026-09-06 it has stayed continuously above the moving average for 13 consecutive daily observations;
the average top-window for the last 3 complete historical samples is about 30.3 months.
When the STH cost line crosses upward through the 200DMA, it indicates that short-term market cost repair has taken place and the market has started to outperform the long-term trend again
The red line is the on-chain average cost of the cohort with insufficient coin holdings for 155 days;
the black line is the BTC daily price’s 200-day simple moving average.
When the red line crosses above the black line from below and remains continuously closed above it,
it usually means that the bear-market base-building structure is switching into a macro expansion phase.
$AAOIB Application of Optoelectronics
AGENT STUDIO · AI RESEARCH READING
Stock Research — Investment Portfolio Analysis Report
Rating ▲ Buy
Target Price $150
1/ Key Summary
A VIX of 14.53 indicates complacency in the market,
while the 10-year U.S. Treasury yield is 4.78%,
continuing to put pressure on the valuations of speculative growth stocks.
Applied Optoelectronics (AAOI) has been rated as a high-conviction buy,
based on a PEG of 0.78,
86% revenue growth, and a daily RSI of 22 in deep oversold conditions;
however, its beta of 3.78 and a 13% daily VaR mean position sizing should remain at the lowest level.
The primary action is to open a 25-share exploratory long position near $105.53,
and set a hard stop-loss below the 200-day moving average convergence area.
2/ Macros and Market Environment
Treasury yields near 4.8%
and a complacency VIX below 15
create a fragile backdrop for high-beta growth stocks;
any rise driven by rate volatility or renewed inflation repricing
will impose a disproportionate penalty on optoelectronics stock valuation multiples.
VIX 14.53 complacent (<15)
Federal funds rate 3.76% neutral
10-year U.S. Treasury 4.78% elevated / restrictive for growth stock valuations
CPI (YoY) —
Unemployment rate —
Rating ▲ Buy
Target price: $150.00
Implied return: +42.1%
Horizon: 12 months
Risk: Extremely high ★★★★
Applied Optoelectronics offers an attractive AI optics growth opportunity with a not-too-demanding PEG of 0.78,
but extreme volatility (beta 3.78, ATR 10.8%) and recent bearish momentum
suggest entering in stages.
We give it a buy rating for a 12-month horizon,
based on mean reversion and continued data center demand,
while emphasizing that due to its extremely high-risk characteristics,
position size must remain small.
3/ Fundamentals Overview
Current price $105.53
52-week range $18.50 – $233.67
Market cap 8.96B
Trailing twelve-month P/E —
Forward P/E 22.9x
PEG ratio 0.8x
Consensus analyst target price $163.40 (+54.8%)
Revenue growth (YoY) +86.4%
Gross margin 28.9%
Beta 3.78
More detailed information
https://www.welinkbtc-onchainmain.xyz/bstock-alpha/report/9h4lOkOngwpFMEwQ6YzUfP3gwdXeV9kH
#Adobe宣布换帅股价盘前跌3%
AGENT STUDIO · AI RESEARCH READING
Stock Research — Investment Portfolio Analysis Report
Rating ▲ Buy
Target Price $150
1/ Key Summary
A VIX of 14.53 indicates complacency in the market,
while the 10-year U.S. Treasury yield is 4.78%,
continuing to put pressure on the valuations of speculative growth stocks.
Applied Optoelectronics (AAOI) has been rated as a high-conviction buy,
based on a PEG of 0.78,
86% revenue growth, and a daily RSI of 22 in deep oversold conditions;
however, its beta of 3.78 and a 13% daily VaR mean position sizing should remain at the lowest level.
The primary action is to open a 25-share exploratory long position near $105.53,
and set a hard stop-loss below the 200-day moving average convergence area.
2/ Macros and Market Environment
Treasury yields near 4.8%
and a complacency VIX below 15
create a fragile backdrop for high-beta growth stocks;
any rise driven by rate volatility or renewed inflation repricing
will impose a disproportionate penalty on optoelectronics stock valuation multiples.
VIX 14.53 complacent (<15)
Federal funds rate 3.76% neutral
10-year U.S. Treasury 4.78% elevated / restrictive for growth stock valuations
CPI (YoY) —
Unemployment rate —
Rating ▲ Buy
Target price: $150.00
Implied return: +42.1%
Horizon: 12 months
Risk: Extremely high ★★★★
Applied Optoelectronics offers an attractive AI optics growth opportunity with a not-too-demanding PEG of 0.78,
but extreme volatility (beta 3.78, ATR 10.8%) and recent bearish momentum
suggest entering in stages.
We give it a buy rating for a 12-month horizon,
based on mean reversion and continued data center demand,
while emphasizing that due to its extremely high-risk characteristics,
position size must remain small.
3/ Fundamentals Overview
Current price $105.53
52-week range $18.50 – $233.67
Market cap 8.96B
Trailing twelve-month P/E —
Forward P/E 22.9x
PEG ratio 0.8x
Consensus analyst target price $163.40 (+54.8%)
Revenue growth (YoY) +86.4%
Gross margin 28.9%
Beta 3.78
More detailed information
https://www.welinkbtc-onchainmain.xyz/bstock-alpha/report/9h4lOkOngwpFMEwQ6YzUfP3gwdXeV9kH
#Adobe宣布换帅股价盘前跌3%
I feel like I previously fell into an AI programming dead end.
Over the past while, I used Codex to build a lot of things:
Meme trading tools, contract strategies, arbitrage monitoring, and all kinds of automation scripts... It looks like I’m producing a lot, and the code keeps growing, but when I look back, the things that can reliably generate value aren’t really there—I’ve only managed to get back my AI subscription fee.
After reorganizing things again these past few days, I realized there are already many mature open-source projects on GitHub. Trading frameworks, on-chain data, wallet analysis, arbitrage monitoring, backtesting, execution engines, all kinds of SDKs and APIs... A lot of these have been iterated on by others for years, even validated in real environments. There’s no reason for you to have the AI “recreate the wheel.”
Before, building a system was expensive, so people would seriously consider whether “it’s worth developing.” Now AI lowers the cost of writing code too much, and it’s easy to develop a delusion: anything you can think of suddenly feels worth building.
Code cost may be lower, but time cost, validation cost, maintenance cost, and trial-and-error cost haven’t disappeared. In fact, the faster AI writes code, the easier it is for a wrong direction to rapidly balloon into tens of thousands of lines of code.
The enthusiasm for “vibe coding” fades, and reality is a mess all over the place
#中国八大金融机构注资3600亿元
$BTC $BNB
Over the past while, I used Codex to build a lot of things:
Meme trading tools, contract strategies, arbitrage monitoring, and all kinds of automation scripts... It looks like I’m producing a lot, and the code keeps growing, but when I look back, the things that can reliably generate value aren’t really there—I’ve only managed to get back my AI subscription fee.
After reorganizing things again these past few days, I realized there are already many mature open-source projects on GitHub. Trading frameworks, on-chain data, wallet analysis, arbitrage monitoring, backtesting, execution engines, all kinds of SDKs and APIs... A lot of these have been iterated on by others for years, even validated in real environments. There’s no reason for you to have the AI “recreate the wheel.”
Before, building a system was expensive, so people would seriously consider whether “it’s worth developing.” Now AI lowers the cost of writing code too much, and it’s easy to develop a delusion: anything you can think of suddenly feels worth building.
Code cost may be lower, but time cost, validation cost, maintenance cost, and trial-and-error cost haven’t disappeared. In fact, the faster AI writes code, the easier it is for a wrong direction to rapidly balloon into tens of thousands of lines of code.
The enthusiasm for “vibe coding” fades, and reality is a mess all over the place
#中国八大金融机构注资3600亿元
$BTC $BNB
Verified
Today's Alpha airdrop is here
At 8:00 PM, first come, first served. Claim 180 CNPY airdropped tokens with 235 points
Binance Alpha is the first platform to list Canopy (CNPY). Alpha listing and trading will begin on September 7 at 20:00. Users holding at least 235 Binance Alpha points can claim the token airdrop. Claim 180 CNPY tokens on the Alpha event page, first come, first served. If the event has not ended, the points threshold will automatically decrease by 5 points every five minutes.
#中国八大金融机构注资3600亿元 $BNB
At 8:00 PM, first come, first served. Claim 180 CNPY airdropped tokens with 235 points
Binance Alpha is the first platform to list Canopy (CNPY). Alpha listing and trading will begin on September 7 at 20:00. Users holding at least 235 Binance Alpha points can claim the token airdrop. Claim 180 CNPY tokens on the Alpha event page, first come, first served. If the event has not ended, the points threshold will automatically decrease by 5 points every five minutes.
#中国八大金融机构注资3600亿元 $BNB
万联welinkBTC
·
--
Binance Alpha will list Canopy Network (CNPY) on September 7.
Eligible users can go to the Binance Alpha event page after trading opens and use Binance Alpha Points to claim the CNPY airdrop.
Canopy Network is a blockchain infrastructure project for developers that focuses on lowering the barrier to creating and deploying application chains through AI and shared security mechanisms. The project supports building blockchain applications with languages such as TypeScript, C#, and Python, and is committed to providing new chains with security, liquidity, and community distribution capabilities.
Canopy Network previously completed an $8.5 million seed round, with investors including Arrington Capital, Fenbushi Capital, Borderless Capital, and SNZ Holding
#俄乌同时宣布停火3天 $BTC
Eligible users can go to the Binance Alpha event page after trading opens and use Binance Alpha Points to claim the CNPY airdrop.
Canopy Network is a blockchain infrastructure project for developers that focuses on lowering the barrier to creating and deploying application chains through AI and shared security mechanisms. The project supports building blockchain applications with languages such as TypeScript, C#, and Python, and is committed to providing new chains with security, liquidity, and community distribution capabilities.
Canopy Network previously completed an $8.5 million seed round, with investors including Arrington Capital, Fenbushi Capital, Borderless Capital, and SNZ Holding
#俄乌同时宣布停火3天 $BTC
Today's 7 kilometers
It rained these past two days, so I rested for two days
Unexpectedly, I actually couldn’t run anymore
Uh uh uh
😅😅😅
I still need to keep training diligently
Hahaha
#BinanceAlpha将上线CNPY并开放空投
#ZEC市值超越DOGE
$ZEC
It rained these past two days, so I rested for two days
Unexpectedly, I actually couldn’t run anymore
Uh uh uh
😅😅😅
I still need to keep training diligently
Hahaha
#BinanceAlpha将上线CNPY并开放空投
#ZEC市值超越DOGE
$ZEC
Believe that the fourth wave belonging to $ENA is on its way
The next cycle
The stablecoin flywheel starts to turn
Hard to imagine
#ZEC续刷历史新高 $ZEC
The next cycle
The stablecoin flywheel starts to turn
Hard to imagine
#ZEC续刷历史新高 $ZEC
Get some pork leg rice in the square every day
Tomorrow's breakfast is taken care of too
Thanks for the support from the brothers
Recently, I've been working hard on product development
Waiting for the new product launch
#ZEC市值超越DOGE
$BTC
$ZEC
Tomorrow's breakfast is taken care of too
Thanks for the support from the brothers
Recently, I've been working hard on product development
Waiting for the new product launch
#ZEC市值超越DOGE
$BTC
$ZEC
#链上指标分析
BTC: STD-ADJUSTED MVRV BANDS · 4Y ROLLING WINDOWS
BTC: Standardized Adjusted MVRV Bands (4Y Rolling Window)
Latest indicator data:
Standardized valuation status: Within the normal range
Current MVRV is 1.501,
Z score -0.44,
between -1σ 1.226 and +1σ 2.211,
valuation is within the normal range.
BTC reference price $79,771
7D / 30D average 1.484 / 1.366
From -1σ support +0.275 · -0.44σ
On-chain date 2026-09-05
Four-year rolling standardization allows BTC cycles of different maturity to be compared on the same scale
This model calculates the mean and population standard deviation for MVRV using the most recent 1,460 daily observations.
The Z score indicates how many standard deviations the current MVRV is away from its four-year average,
thereby reducing cross-cycle bias caused by the structural decline of previous bull market peaks as market cap expands.
More selected on-chain cycle indicators
Portal
https://welinkbtc-onchainmain.xyz/
AccessCode experience code:
WELINKPRO
(Get 1 month of free MAX early access experience)
Let you understand cycles like a professional analyst
$BTC $BNB
BTC: STD-ADJUSTED MVRV BANDS · 4Y ROLLING WINDOWS
BTC: Standardized Adjusted MVRV Bands (4Y Rolling Window)
Latest indicator data:
Standardized valuation status: Within the normal range
Current MVRV is 1.501,
Z score -0.44,
between -1σ 1.226 and +1σ 2.211,
valuation is within the normal range.
BTC reference price $79,771
7D / 30D average 1.484 / 1.366
From -1σ support +0.275 · -0.44σ
On-chain date 2026-09-05
Four-year rolling standardization allows BTC cycles of different maturity to be compared on the same scale
This model calculates the mean and population standard deviation for MVRV using the most recent 1,460 daily observations.
The Z score indicates how many standard deviations the current MVRV is away from its four-year average,
thereby reducing cross-cycle bias caused by the structural decline of previous bull market peaks as market cap expands.
More selected on-chain cycle indicators
Portal
https://welinkbtc-onchainmain.xyz/
AccessCode experience code:
WELINKPRO
(Get 1 month of free MAX early access experience)
Let you understand cycles like a professional analyst
$BTC $BNB
"On-chain HYPE's largest long": 0x082e843a431aef031264dc232693dd710aedca88
Currently profit exceeds $66,046,681.49
HYPE largest long profit, HYPE largest long position, 💰 huge gains, passive holding position, 30-day active 🐉 super whale
Currently holding a 5x long position of $HYPE ,
Position value $119,420,611.54
Position size 1380042.65 HYPE
Entry price $38.68, liquidation price $67.73
#BTC触及80000美元
Currently profit exceeds $66,046,681.49
HYPE largest long profit, HYPE largest long position, 💰 huge gains, passive holding position, 30-day active 🐉 super whale
Currently holding a 5x long position of $HYPE ,
Position value $119,420,611.54
Position size 1380042.65 HYPE
Entry price $38.68, liquidation price $67.73
#BTC触及80000美元
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