Crypto-Yang

$SNDK Oh wow?! SanDisk just dropped another sky-to-earth pin 😂 But if it keeps pulling back, I actually see it as another chance to buy the dip. Go LONG on weakness!

$AKE Holy cow?! This is crazy! What is going on with this coin?! It’s pumping again and shorts are getting liquidated again! The whole market just dumped, but $AKE is already bouncing back. So this time, can it finally break the previous high and make a new ATH?! MORE!!

$MUBARAK What the hell?! This demon coin is still going crazy! Looking at the daily chart, the setup is starting to look like it wants to take out the previous high again. If it keeps moving like this, the next pump could come fast — LONG quickly and eat the meat!

$UAI Feels like another big waterfall is waiting?!This weird coin has shown the same move again and again — big pump today, heavy dump the next day. Just check the previous daily charts and you’ll see the pattern. Looks like the dog-man doesn’t like keeping the price up for long 🤣SHORT!!

$AKE Oh wow?! This weird coin is waking up again 🙄 Looks like it’s getting ready for a second takeoff, and this time the old high could be next. The holdings are also shooting up fast — money is clearly piling in again. MORE!! New highs next?!

$SPCX Institutions are looking at $280?! It’s sitting around $140 now, so there’s still a solid chance to double from here if that target comes in. Big names are getting involved, investment institutions, even sovereign funds are positioning. If the big money is still backing Musk, I’m backing him too.

$BTC It's starting to have trouble pushing higher. I think it needs some time to move sideways at the highs and finish the chip rotation, then it can make another move up.

To me, the real problem with BTC going sideways here isn’t that the market has no narrative. It’s that liquidity simply isn’t accelerating anymore.

Look at the macro side: as of August 26, the Fed’s balance sheet was around $6.73T, basically flat. Bank reserves fell from $2.99T on August 5 to $2.92T, and the NY Fed also has no additional reserve-management purchases scheduled from August 14 to September 14.

Recently, a lot of people have been treating the Treasury buying back long-term bonds as “QE in disguise,” but I think that’s reading too much into it.

The Treasury is buying back old debt while issuing new debt at the same time. Basically, it’s adjusting debt maturities and improving liquidity in longer-term bonds — not the same thing as real QE.

So honestly, BTC not being able to pump right now makes perfect sense.

Without continued acceleration in new liquidity, it’s hard for risk assets to magically start another sustained bull run.

Give it time and patience. Wait for the market narrative to separate, and then the money can start flowing back into BTC.

$MAGMA Always a big waterfall! The reason is simple — the last wave started dumping every time it touched 0.5, and it has happened 5 or 6 times in a row. That looks like the dog-man’s psychological price for distribution. If it drops through 0.6, just SHORT and wait for the dump to continue!

im shorting $ZEC right now with all my capital. 😜

my liquidation price is $841, a price that Zcash lovers will never see.

this is totally free money.

bye bye.

$ASTER Huge news?! Binance’s “son” and the hype competition product Aster has pushed back the unlock! The team’s 400M tokens won’t be unlocked until September 2027. That alone takes around 1M tokens of monthly sell pressure off the market. Even better, the buyback & burn will prioritize the team allocation. So the longer this goes, the tighter the supply becomes. That’s a pretty big positive for $ASTER . Keep buying the dip and LONG!

$牛来 Xiaobo is taking the dip across the board in the $LAB , and he’s currently down more than 3M! The other coins he bought aren’t doing any better either — each one is down from tens of thousands to more than 1M! And now another bull is coming — a coin that just listed and has already gone up tens of thousands of times. A meme with a 100M market cap. How do you think this one is going to play out? Those who know, know.

$TRUMP One single deal is already over 50M?! The “Trump coin” team keeps pushing it up, but honestly this looks more like raising it just to smash it down. I’m waiting for it to slowly drift back toward $1. SHORT here is just taking profit!

$BTC Big Bing is about to pull back, and the whole market is going to get hit! The 4H chart is showing a head-and-shoulders top, while the liquidation intensity on long orders is $500M higher than shorts. And there are still plenty of people chasing longs!

$SNDK Han stocks down 4%, Japanese stocks nearly 3%! U.S. stocks open tonight, and it looks like another rough session is coming. For now, both SanDisk and semiconductor index $SOXL can be used to briefly buy the dip and fill the gap.

Stop … Trust me … Open big short $ZEC now

Stoploss : 841
Take profit : 780

Basically, most of the altcoins Grayscale positioned for this bull market have already had their pump. So for the next bull-market setup, Grayscale’s holdings are still worth watching.

I went through the assets Grayscale disclosed this cycle, and most of the main holdings are old-school altcoins. What’s interesting is that their technical structures are actually very similar — XRP, BCH, ZEC, LTC, ETC, XLM and others.

They have a few very typical things in common.

First, at the 2021 cycle high, most of them never really broke above the 2017 ATH. They stayed under that long-term, higher-timeframe top pressure for years.

Second, after falling from the 2018 high, they spent an extremely long time moving sideways. The washout/distribution cycle is generally 2500+ days, with the chips constantly changing hands.

Third, during that ultra-long consolidation, volatility kept getting smaller, eventually forming a large-scale converging triangle.

And this cycle, basically Grayscale’s altcoin holdings all got their turn.

ZEC had the crazy late-cycle pump, while BCH has been relatively strong throughout. BTC, ETH and SOL don’t even need mentioning — they’ve all performed pretty well this bull market.

Then look at the others:

LPT pumped 5x in the first half of 2024.
XLM pumped 7x in November 2024.
LINK pumped 7x this bull market.
BAT pumped 5x.

Right now, it looks like only MANA, ETC and FIL haven’t really had their big pump yet.

MANA is the metaverse narrative that was heavily hyped in the last bull market.

ETC is an old-school POW coin.

FIL has way too many trapped holders.

These three still haven’t really moved. Overall, I’d say the chance of a Grayscale-held coin getting pumped is 80%+.

Grayscale also updates its altcoin holdings and watchlist every quarter.

The latest altcoin watchlist is: HYPE, UNI, TAO, ENA, IP, HNT, VIRTUAL, JTO, AERO, GRASS, SYRUP, GEOD.

$BTR Whoa?! Another big bullish candle coming out to attract more people again 😆 Can it still pull back up to $0.2 like yesterday? Probably not this time! 😂

$HEMI What the heck? This demon coin actually fell this badly, but can it still pull itself back up?! The market cap is so low, the dog-operators can basically draw whatever chart they want 😂 One moment it’s dumping, next moment they can make it fly again.

$龙虾 What the hell?! Lobster pumped dozens of points again last night! I told everyone yesterday afternoon to buy the dip and LONG — the dog breeders can start pumping this thing anytime. If you were on the bus, you got to eat the meat. Now it’s pulled back again, so keep going LONG!

$CL Oh wow?! Crude oil really going to 100? It’s already looking like the top is here — SHORT!! This whole pump is basically being driven by war sentiment. If there’s no further escalation in military action, once the news gets fully priced in, a lot of longs will start taking profit and running.

Geopolitical speculation can push the market up violently, but when the sentiment fades, the drop can be just as fast. Short at the highs!