凉凉的西瓜不吃🍉 Frost Melon

分享一些个人探索
Sharing some personal discoveries

[凉凉的西瓜不吃🍉 Frost Melon @LiaoMojo]

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[凉凉的西瓜不吃🍉 Frost Melon @LiaoMojo]

@Jtxccjdbb 哈哈 还好不是心电图直线

[凉凉的西瓜不吃🍉 Frost Melon @LiaoMojo]

SBTI Personality Test
SBTI 人格测试
有点意思

链接：https://t.co/5RwqXHZa8J

24 道沙雕零逻辑题，答完出你的四字母人格类型，带毒舌点评、脑电波数值条、灵魂伴侣和天敌卡。答得够烂还能解锁隐藏题和两个隐藏人格（DRUNK 和 JOKER）。

[凉凉的西瓜不吃🍉 Frost Melon @LiaoMojo]

@adzcsx2 晚上好富哥

[凉凉的西瓜不吃🍉 Frost Melon @LiaoMojo]

On October 1, Citi raised its 12-month bitcoin target from $82,000 to $113,000, and ether from $2,240 to $3,028. Most headlines read "Wall Street turns bullish." The number is the least interesting part of this story. What's worth reading is why Citi changed its mind — and what on-chain data and retail sentiment said on the same day.

The facts, per Reuters: Citi's Wednesday note cited stronger crypto activity, a more supportive macro backdrop, and resuming ETF inflows. The key line: advisers and brokerages are gradually raising bitcoin allocations, which Citi expects to drive roughly $5 billion of crypto ETF inflows over the next 12 months. Bitcoin and ether have rallied nearly 40% and 68% over the past three months, narrowing year-to-date losses to about 4% and 9%. The Senate's failure to advance the Clarity Act last week narrowed the path to a market-structure bill, but follow-on SEC rule announcements dampened the negative sentiment, Citi said. The new target still sits below bitcoin's October 2025 record above $126,000.

This isn't Citi's first revision this year. Per Stocktwits' recap: $143,000 to start the year, cut to $112,000 in March after the CLARITY Act stalled in the Senate Banking Committee, cut again to $82,000 in July on weak ETF demand and fears that digital-asset treasury companies could turn net sellers. Reuters confirms bitcoin has risen nearly 40% since its July lows — the level Citi capitulated at.

The same day, a second dataset landed. Per Santiment's Tuesday report (via Zhitong Finance): wallets holding 10 to 10,000 BTC added 41,025 coins over 10 days. That cohort now controls 13.64 million BTC — 67.93% of supply — its highest since the mid-August bounce. Retail, meanwhile, sat out: wallets under 0.01 BTC barely moved, and Stocktwits retail sentiment skewed bearish on October 1.

Price did nothing: bitcoin chopped around $83,000. August PCE came in at 3.4% versus 3.7% expected, briefly lifting BTC above $85,000 — before the 10-year Treasury yield hit 5.304%, its highest since May 2002, and erased the move.

Three layers to the take.

First, bank price targets are lagging indicators. Line up Citi's 2026 revisions: $143K (bull-market afterglow) → $112K (after the bill stalled) → $82K (after ETF demand softened, right at the July lows) → $113K (after a 40% rally). Every revision followed price and events. The causality runs backward from the headlines: it's not "Citi is bullish so the market rallies" — it's "the market rallied so Citi revised." Next time a target hike crosses your feed, ask when the bank last changed its mind. The answer usually says more than the number.

Second, what changed Citi's mind wasn't bitcoin — it was allocation. The important sentence in the note isn't $113,000; it's "advisers and brokerages gradually increase allocations." The $5 billion inflow forecast rests on rising allocation ratios — structural buying, unrelated to price momentum. Santiment's whale data is the on-chain version of the same logic: 41,025 coins in 10 days, 67.93% of supply. When the marginal buyer shifts from speculators to allocators, the volatility structure changes. One reference point: US spot bitcoin ETFs drew about $2.4 billion in the final week of September, pushing year-to-date net flows positive.

Third, the divergence is the signal. Price is flat, but the holder base is rotating: retail bearish and inactive, whales and institutions accumulating. Santiment's read — that retail capitulation plus whale accumulation has historically preceded reversals — deserves a discount, but the divergence itself is factual. The counterintuitive part: a market priced by institutional allocators isn't necessarily friendlier to retail. Volatility may compress, but direction gets set by allocation flows — the forgiving, retail-friendly chop disappears, and timing matters more, not less.

The close: price targets are written for clients; allocation is voted with real money. Prices can mislead; holder structure usually doesn't. Watch the structure, not the target — and note the date of Citi's next revision.

[凉凉的西瓜不吃🍉 Frost Melon @LiaoMojo]

这艺术风格还是很不错的

[凉凉的西瓜不吃🍉 Frost Melon @LiaoMojo]

@kanshenme88 这个是真喜欢

[凉凉的西瓜不吃🍉 Frost Melon @LiaoMojo]

白嫖的七八个 muse 账号根本用不完，让他做点小玩意儿
muse 还能拿来做啥有用的东西？

🕳️ 建好了：*黑洞三体 · 深空物理模拟*

公开链接：[https://t.co/4Yi6aC5rbX](https://t.co/4Yi6aC5rbX)

这页是真家伙：三颗黑洞用 RK4 四阶积分做实时牛顿引力模拟，带吸积盘、事件视界阴影、光子环和引力涟漪。5 个预设场景（8字回环、毕达哥拉斯三体、等边旋转、混沌邂逅、随机），还能调质量、流速、拖尾长度，开跟随视角看它们互相甩飞。HUD 实时显示能量漂移和 FPS，物理党可以验算。

[凉凉的西瓜不吃🍉 Frost Melon @LiaoMojo]

@ChenNathan12580 浩南哥现在我主页全是你哈哈

[凉凉的西瓜不吃🍉 Frost Melon @LiaoMojo]

@ChenNathan12580 try try

[凉凉的西瓜不吃🍉 Frost Melon @LiaoMojo]

@ChenNathan12580 必须学！

[凉凉的西瓜不吃🍉 Frost Melon @LiaoMojo]

@ChenNathan12580 我去学到了哇 浩南哥牛逼

[凉凉的西瓜不吃🍉 Frost Melon @LiaoMojo]

gpt 说我 28 是 28k
这才几天
500k 轻而易举啊
@ChenNathan12580

[凉凉的西瓜不吃🍉 Frost Melon @LiaoMojo]

@ChenNathan12580 我每次点太多关注 都不让我继续点了 我还怕把我账号给封了🥲

[凉凉的西瓜不吃🍉 Frost Melon @LiaoMojo]

@handz18 @ChenNathan12580 每天五六十条吧 不知道算多算少

[凉凉的西瓜不吃🍉 Frost Melon @LiaoMojo]

@ChenNathan12580 增长这么快的吗 期待一下

[凉凉的西瓜不吃🍉 Frost Melon @LiaoMojo]

@ChenNathan12580 ai 编织的美梦太好了😭

[凉凉的西瓜不吃🍉 Frost Melon @LiaoMojo]

来自我的叼毛 https://t.co/U7TopxJmYm🤓

[凉凉的西瓜不吃🍉 Frost Melon @LiaoMojo]

📻 建好了：*叼毛的深夜电台 · FM 102.4*

公开链接（谁都能打开）：[https://t.co/a9Ig8pUBCp](https://t.co/a9Ig8pUBCp)

里面有台复古收音机，四个深夜节目都有中文语音播报，还有节目表、听众留言墙和金句机。深夜无聊可以去听听。

[凉凉的西瓜不吃🍉 Frost Melon @LiaoMojo]

@ChenNathan12580 @tigerzhao00 gpt 告诉我有 k

[凉凉的西瓜不吃🍉 Frost Melon @LiaoMojo]

@CryptoGhost84 No problem, my friend

[凉凉的西瓜不吃🍉 Frost Melon @LiaoMojo]

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If you need it.Follow me and Like, Retweet, Quote Tweet, and Reply to this post.I'll send you that link.

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