币毒

This is bad, I just noticed that several influencers on Zhongtui have posted soft ads analyzing $HYPE. Many of them usually don't trade at all, don't follow the market, and several don't even pay attention to this sector. This is very strange, it feels like they are investing in ads on Zhongtui, trying to get the Zhongtui community to take the risk for them. Otherwise, it's hard to explain why these influencers who usually have nothing to do with decentralization or HYPE suddenly post collectively at the same time. Be cautious of the risk ⚠️

Maji has some meaning, those who understand will get it, and two more positions have been opened. One is a 40x $BTC position, only 8 opened, liquidation price at 54819, which is not enough to serve as a benchmark. The other is a 25x $ETH position, which is quite insightful and meaningful, with 4575 opened, liquidation price at 1974. Brothers going long on Ethereum are blessed again.

Since US stock Tokens and RWA became popular, the entire market has been completely led by US stocks. We used to have our own cycles and hotspots, not needing to watch outsiders' moods. Now, funds and sentiment are all dependent on the past, forcibly turning us into a subsidiary market. When US stocks strengthen, they draw away existing capital within the circle, and the market can't rise; When US stocks dive, risk sentiment spreads, and we fall even harder. There’s little gain when prices rise, but we suffer fully when they fall,

This guy really knows how to hold a position, opening a short at 45.3701 on $HYPE, with a total of about 1.37 million contracts. He has been holding on until now with an unrealized loss of 28 million. At first, I thought this guy was blindly holding the position, but after observing for a few days and comparing with recent hype, it seems he has a lot of hype tokens locked up. This is a hedge; otherwise, such a naked short would be a very foolish move. #HYPE回调：空头退场与机构接力同步

Good morning, the market is still showing some volatility. BTC is currently around $73,600, down 1.1% in 24h; ETH is near 2010, BNB at 638, SOL at 82. The total crypto market cap has returned to $2.56 trillion, while 24h volume has actually increased by nearly 12%, indicating that funds haven't left, but sentiment is still fluctuating. There are three key news points today. First, FalconX has reportedly secretly filed for an IPO, showing that traditional capital is still pouring into this industry. Second, Tether's new stablecoin targeting the US market has seen its scale surge over 500% in a month, proving that the stablecoin sector is still the best place to capture real growth. Third, Hyperliquid-related products continue to be popular, but on-chain contracts have experienced a 45% flash crash; such highly elastic assets have both traffic and risks, so don't just focus on the narrative. My feeling is simple: the market these past two days looks more like high-level rotation rather than a complete trend breakdown. Funds are chasing new stories on one hand, while also flowing back into established leaders with moats and stablecoin infrastructure. Don't get too caught up in short-term moves; rhythm is more important than direction.

When the price rises, I don't dare to short; when it falls, I don't dare to buy. Standing on the sidelines watching, I remain just a bystander.

Good morning, let's start today's market summary: The overall market is cooling down, but the narrative is still alive. BTC is currently around $74,441, down 1.95% in 24 hours; ETH is $2,024, down 2.62%. BNB is $647, SOL is $82.6, with mainstream coins generally pulling back. According to CoinGecko data, the total market cap is about $2.58 trillion, down 1.78% in 24 hours, with a trading volume of approximately $91.48 billion, indicating that funds are not fleeing in panic, but the willingness to chase highs has clearly weakened. The news side is actually quite interesting. Block's Cash App has started rolling out USDC payments in batches. This product, with nearly 60 million users, is using stablecoins as a payment rail, sending a very direct signal: stablecoins are gradually evolving from crypto tools into mainstream internet financial infrastructure. Additionally, Jefferies gave a strong forecast after the New York Digital Asset Investor Conference: there will be another wave of crypto-related IPOs in the next two years, and within five years, the public market size of this sector could reach $1 trillion. Although the market has been adjusting recently, traditional finance is increasingly focusing not on "whether coins are rising," but on on-chain settlement, tokenization, payments, and real revenue models. One more medium-to-long-term point: BIS-led Project Agorá believes tokenization can significantly improve the efficiency and security of cross-border payments and is already preparing to move towards real money testing. Simply put, what was once considered blockchain storytelling is now increasingly like the global financial system seriously conducting stress tests. So my personal feeling is: don't get too excited in the short term, the pullback isn't fully over yet; but the mid-term narrative is actually continuing to strengthen, especially in stablecoins, payments, RWA, trading, and settlement infrastructure, which are worth keeping an eye on.

There isn't much time left for $HYPE holders. It's hard to imagine this position really challenging $BNB. The buying power at this market cap is nearly exhausted, and in the short term, only sell orders are looking for opportunities.

Good morning, the market this morning is still relatively volatile. BTC is currently at $75,848, down 1.6% in 24h; ETH at $2,075, down 1.4%; BNB at $656, SOL at $83.8. The total market cap is about $2.62 trillion, with a 24-hour trading volume rising to $99.2 billion. Volume is increasing, but prices haven't followed, indicating funds are still engaged in short-term trading and rotation. Today, I’m focusing on three news items. First, Trump publicly endorsed market predictions, emphasizing that the CFTC should continue to control this regulatory area, which is a relatively positive policy expectation for the crypto derivatives sector. Second, the UK has added Huobi and a ruble stablecoin issuer to its sanctions list, showing that European compliance is clearly tightening, and trading platforms will continue to face pressure. Third, Coinbase’s Base launched the MCP tool that allows ChatGPT to directly manage wallets and DeFi, pushing the AI + Crypto integration forward another step. Sentiment is not panicked, and volume hasn’t collapsed, so I prefer to see this as a high-level consolidation rather than rushing to turn bearish. As long as BTC doesn’t continuously fall below 75,000, mainline funds will likely continue to revolve around BTC, ETH, and on-chain assets with application narratives. Today, don’t rush to chase sentiment coins; first, see if the mainstream can hold the retracement.

I have a buddy in my group who is truly unbeatable... From the first time I went to his company, to later going hiking together. From 2023 to 2026, his contrarian moves really impress me. Every altcoin started to get caught in the net because of his chasing longs, and every mainstream coin hit ATHs because of his shorts. His contrarian power is the Pro Max I've ever seen. In 2023, he shorted $BTC at 16140; in 2024, he went long $STRK at 1.89; in 2026, he went long $ASTER at 0.76. Over all these years, every single trade, every single position, has been perfectly executed and convincing to me. Today, he posted a long position on $HYPE again, and this coin is basically done for.