Arc | 华夏镇守使

⚔️ 币圈实战派｜低频交易
📷 美图 + 视频（大的要来了）
📰 随心更新圈内新闻
📖 投资盲盒｜典故与思考
🧘 佛系经营，99 年

计划交易，知行合一；
完善自身，身心合一。

开仓不惧，空仓不慌；
道法自然，天人合一。

一日加密人，一世加密魂。

[Arc | 华夏镇守使 @arcknight1314]

📌 我的 140 天投资计划｜从今天开始，到 2026 年底

从今天 8 月 14 日开始，我正式执行一套 140 天资金部署计划。

这次不猜底、不梭哈，也不因为市场一天的涨跌改变计划。

核心就一句话：

把资金分成 140 份，用时间换取更好的平均成本，同时保留最后 25% 的进攻资金。

① 75%：每日 DCA

每天固定投入 $94.70：

₿ BTC：$52.70
CRCL：$10.50
HOOD：$10.50
COIN：$10.50
MSTR：$10.50

每天合计：$94.70

140 天累计：

$13,258

其中：

BTC：$7,378
CRCL：$1,470
HOOD：$1,470
COIN：$1,470
MSTR：$1,470

不会因为上涨就FOMO加仓，也不会因为下跌就停止定投。

涨了买，跌了也买。

真正的大跌，反而意味着同样的资金可以买到更多资产。

---

② 10%：BITU

整个资金计划另外预留 10%：

约 $1,767.73

这部分不急着现在全部投入。

140 天 DCA 接近完成后，再根据当时 BTC 的价格、市场情绪、ETF资金流和整体周期决定如何分批部署。

BITU 本身属于高波动、高 Beta 的 BTC 相关资产。

所以它是：

进攻仓，不是核心仓。

---

③ 15%：币本位 BTC 多单

最后 15%：

约 $2,651.60

用于 BTC 币本位多单。

这部分和现货完全不同。

现货的任务是：

长期积累 BTC 敞口。

币本位多单的任务是：

在出现高胜率机会时提高进攻性。

但风险也非常明确：

杠杆意味着更大的波动，也意味着清算风险。

所以这 15% 是我的风险上限，不会因为行情上涨就无限增加杠杆。

---

④ 整体资金结构

预计总资金：

约 $17,677

配置为：

🟠 75% → BTC + CRCL + HOOD + COIN + MSTR DCA
🟠 10% → BITU
🟠 15% → BTC 币本位多单

这不是一套预测市场顶部和底部的策略。

而是一套：

核心仓负责生存，DCA负责积累，BITU负责增强，15%杠杆仓负责进攻。

---

⑤ 我的140天纪律

140 天期间，我只允许自己改变“执行方式”，不轻易改变“战略”。

不追涨。

不因为暴跌恐慌卖出核心 DCA。

不因为短期盈利突然扩大杠杆。

不因为别人赚钱就改变自己的计划。

市场每天都会制造噪音。

我的任务不是预测每一次波动。

而是：

在市场给机会的时候，我手里还有子弹。

140 天之后，再重新评估整个市场周期。

如果熊市继续，就继续等待。

如果周期反转，就让已经积累的仓位开始发挥作用。

如果市场疯狂上涨，也不会因为FOMO把风险仓无限扩大。

---

投资最难的从来不是找到一个“神奇买点”。

真正困难的是：

当市场让你恐惧的时候还能执行，当市场让你贪婪的时候还能克制。

所以这一次，我不想赌一个底。

我要做的是：

用 140 天，把计划真正执行完。

计划交易，知行合一。

DCA 帅回来。 ₿

全部计划会用 NEVERLESS 实行， 0 手续费， 欢迎大家和我一起参与
https://t.co/CwtqKDbCwL

https://t.co/jOCRiFVnu4

@neverlessapp_zh

[Arc | 华夏镇守使 @arcknight1314]

@two3pro 震荡几个月，把大家横死

[Arc | 华夏镇守使 @arcknight1314]

Crypto News 24-Hour Important Summary

① Bitcoin danced right on the $80k edge after dipping near $79.5k. Peter Schiff screamed “$75k incoming” and the timeline turned it into a buy signal meme. Liquidations hit ~$100M+, mostly longs getting washed, then price bounced and held. Institutional average cost sits around here so a lot of people see accumulation, not collapse.

② Arthur Hayes dumped roughly $22–28M in alts (ETH, ENA, UNI and friends) over the weekend. His reason: macro and geopolitics look dicey, so he’s sitting in cash waiting for the “all clear.” Classic Hayes volatility — last time he sold he bought higher a week later. Timeline is split between “he knows something” and “fade the whale.”

③ Fed week energy is thick. Decision lands October 28, PCE data in the mix, and a massive $11B options expiry hanging over the market. Iran tension headlines kept popping, adding risk-off flavor. Everyone’s bracing for volatility spikes once traditional markets reopen.

④ Argentine judge closed the LIBRA case against Javier Milei and his sister. The memecoin he promoted earlier crashed hard and left retail rekt, but the court said the facts don’t amount to a crime. Crypto Twitter is mixed — some call it political protection, others say “case closed, move on.”

⑤ Zcash quietly ate while Bitcoin ETFs wobbled. Grayscale’s ZCSH pulled in $41.1M last week, strongest inflow stretch since mid-September, reversing three weeks of outflows. Privacy narrative and the new spot product are getting real attention while BTC flows stay choppy.

Summary + view: The market is in classic “weekend chop + macro fog” mode. BTC defended the key level, Hayes stepped aside, privacy coins found buyers, and politics cleared one headline. Short-term noise is loud, but the structural bid under $80k still looks intact for now. Stay liquid, size small, and let the Fed print the next chapter.

💡 Hope this inspired you, 🙏 Thank you for reading!
Let's discuss!

币圈新闻24小时重要摘要

① 比特币在8万美元附近反复试探，最低摸到约7.95万后迅速反弹并守住。Schiff喊75k，时间线直接当成反向指标。清算量大约1亿美元，多头被洗得比较狠。机构平均成本就在这个区间，不少人把它看成吸筹区而不是崩盘起点。

② Arthur Hayes周末清掉大约2200–2800万美元山寨（ETH、ENA、UNI等），理由是宏观和地缘政治看起来不妙，决定先拿现金观望。时间线两边吵：一边觉得他知道内情，一边准备继续fade他。

③ 美联储周气氛已经起来了。10月28日决议+PCE数据，加上110亿美元期权到期，波动率大概率会被点燃。伊朗相关头条也时不时刷屏，风险偏好被压着。

④ 阿根廷法官正式关闭针对Milei及其妹妹的LIBRA案。他之前推广的meme币暴跌，散户亏惨，但法院认为现有事实不构成犯罪。币圈反应分裂，有人骂政治庇护，有人说案子结了就翻篇。

⑤ Zcash在比特币ETF晃动时悄悄吸金。Grayscale的ZCSH上周净流入4110万美元，是9月中以来最强一周，连续三周流出后逆转。隐私叙事+现货产品吸引力正在显现。

总结+观点：周末典型的窄幅震荡加宏观迷雾。BTC守住关键位，Hayes先离场，隐私币找到买盘，政治头条也清掉一条。短期噪音很大，但8万下方的结构性买盘目前还在。保持流动性，仓位别过大，等美联储把下一章写出来。

💡希望这条激励到你 🙏 感谢阅读！
欢迎分享你的看法！

[Arc | 华夏镇守使 @arcknight1314]

Crypto News 24-Hour Important Summary

① Bitcoin briefly slipped under $80k over the weekend, sparking massive liquidations. Longs got rekt for hundreds of millions in hours (CoinGlass showed $400M+ in a short window), with total 24h liquidations climbing past $800M mostly from over-leveraged bulls. Price wicked down then bounced a bit, but the weekend panic was real and ETF holders are locked out till Monday.

② Arthur Hayes went full “I dumped it all.” Maelstrom closed its entire directional book, selling roughly $22M in ETH, ENA, UNI and other alts. He cited dicey macro + geopolitics and said the market needs to go down before it can go up. Classic Hayes risk-off call that got the timeline buzzing.

③ Spot Bitcoin ETFs kept bleeding. One day saw the biggest outflow since June (~$635M), with BlackRock’s IBIT leading the exits. ETH ETFs are on track for their worst month of the year. Institutional money is clearly more cautious right now.

④ Argentine judge dismissed the criminal probe into President Milei, his sister, and others over the $LIBRA memecoin collapse. Ruling found no “criminally relevant deception” even though the token pumped then dumped hard after his post. Investors who lost money still have pending appeals, so this isn’t fully closed.

⑤ Hardware wallet privacy took another hit. Keystone confirmed a Shopify-related breach exposing customer names, addresses, and order details (no seeds or keys). It’s the fourth major wallet maker leak this year. Scammers are already circling with fake “support” messages.

Summary + take: Classic weekend leverage flush mixed with real macro caution. BTC under $80k doesn’t break the long-term structure, but crowded longs and ETF outflows show the market is still fragile. Hayes sitting on the sidelines is a reminder that even OGs are waiting for clearer skies. Stay liquid, watch $79k support, and don’t chase the bounce until volume confirms.

💡 Hope this inspired you, 🙏 Thank you for reading!
Let's discuss!

币圈新闻24小时重要摘要

① 比特币周末短暂跌破8万美元，触发大规模清算。多头在数小时内爆仓数亿美元（CoinGlass显示短窗口内超4亿美元），24小时总清算额突破8亿美元，绝大多数是杠杆多头。价格快速下探后有所反弹，但周末恐慌感很强，ETF持有者周一才能操作。

② Arthur Hayes直接喊“我全卖了”。Maelstrom清空整个方向性头寸，约卖出2200万美元的ETH、ENA、UNI等山寨。他表示宏观和地缘政治局势“有点棘手”，市场需要先跌才能再涨。典型的Hayes避险操作，时间线瞬间炸开。

③ 现货比特币ETF持续流出。单日出现6月以来最大流出（约6.35亿美元），黑石IBIT领跌。以太坊ETF正走向今年最差月份。机构资金目前明显更谨慎。

④ 阿根廷法官驳回对总统米莱、其妹妹及其他人的$LIBRA迷因币崩盘刑事调查。裁决认为不存在“具有刑事相关性的欺骗”，尽管该币在他发帖后先涨后暴跌。亏损投资者仍有上诉，案件尚未完全终结。

⑤ 硬件钱包隐私再受打击。Keystone确认因Shopify相关漏洞导致客户姓名、地址和订单信息泄露（种子和私钥未受影响）。这已是今年第四家主要钱包厂商发生数据泄露。诈骗者正用假“客服”消息围猎用户。

总结+观点：典型的周末杠杆清洗叠加真实宏观谨慎。BTC跌破8万并没有破坏长期结构，但拥挤多头和ETF流出显示市场仍脆弱。Hayes选择观望提醒我们，即使OG也在等更清晰信号。保持流动性，盯紧7.9万支撑，量能确认前别追反弹。

💡希望这条激励到你 🙏 感谢阅读！
欢迎分享你的看法！

[Arc | 华夏镇守使 @arcknight1314]

@BirdTechVision 你都不入坑

[Arc | 华夏镇守使 @arcknight1314]

年纪大了，吃这样也觉得饱
#比特币 这几个月底部很大可能就在77-80k 时间

[Arc | 华夏镇守使 @arcknight1314]

@two3pro 开开心心

[Arc | 华夏镇守使 @arcknight1314]

Crypto News 24-Hour Important Summary

① Bitcoin briefly slipped under $80k over the weekend, sparking massive liquidations. Longs got rekt for hundreds of millions in hours (CoinGlass showed $400M+ in a short window), with total 24h liquidations climbing past $800M mostly from over-leveraged bulls. Price wicked down then bounced a bit, but the weekend panic was real and ETF holders are locked out till Monday.

② Arthur Hayes went full “I dumped it all.” Maelstrom closed its entire directional book, selling roughly $22M in ETH, ENA, UNI and other alts. He cited dicey macro + geopolitics and said the market needs to go down before it can go up. Classic Hayes risk-off call that got the timeline buzzing.

③ Spot Bitcoin ETFs kept bleeding. One day saw the biggest outflow since June (~$635M), with BlackRock’s IBIT leading the exits. ETH ETFs are on track for their worst month of the year. Institutional money is clearly more cautious right now.

④ Argentine judge dismissed the criminal probe into President Milei, his sister, and others over the $LIBRA memecoin collapse. Ruling found no “criminally relevant deception” even though the token pumped then dumped hard after his post. Investors who lost money still have pending appeals, so this isn’t fully closed.

⑤ Hardware wallet privacy took another hit. Keystone confirmed a Shopify-related breach exposing customer names, addresses, and order details (no seeds or keys). It’s the fourth major wallet maker leak this year. Scammers are already circling with fake “support” messages.

Summary + take: Classic weekend leverage flush mixed with real macro caution. BTC under $80k doesn’t break the long-term structure, but crowded longs and ETF outflows show the market is still fragile. Hayes sitting on the sidelines is a reminder that even OGs are waiting for clearer skies. Stay liquid, watch $79k support, and don’t chase the bounce until volume confirms.

💡 Hope this inspired you, 🙏 Thank you for reading!
Let's discuss!

币圈新闻24小时重要摘要

① 比特币周末短暂跌破8万美元，触发大规模清算。多头在数小时内爆仓数亿美元（CoinGlass显示短窗口内超4亿美元），24小时总清算额突破8亿美元，绝大多数是杠杆多头。价格快速下探后有所反弹，但周末恐慌感很强，ETF持有者周一才能操作。

② Arthur Hayes直接喊“我全卖了”。Maelstrom清空整个方向性头寸，约卖出2200万美元的ETH、ENA、UNI等山寨。他表示宏观和地缘政治局势“有点棘手”，市场需要先跌才能再涨。典型的Hayes避险操作，时间线瞬间炸开。

③ 现货比特币ETF持续流出。单日出现6月以来最大流出（约6.35亿美元），黑石IBIT领跌。以太坊ETF正走向今年最差月份。机构资金目前明显更谨慎。

④ 阿根廷法官驳回对总统米莱、其妹妹及其他人的$LIBRA迷因币崩盘刑事调查。裁决认为不存在“具有刑事相关性的欺骗”，尽管该币在他发帖后先涨后暴跌。亏损投资者仍有上诉，案件尚未完全终结。

⑤ 硬件钱包隐私再受打击。Keystone确认因Shopify相关漏洞导致客户姓名、地址和订单信息泄露（种子和私钥未受影响）。这已是今年第四家主要钱包厂商发生数据泄露。诈骗者正用假“客服”消息围猎用户。

总结+观点：典型的周末杠杆清洗叠加真实宏观谨慎。BTC跌破8万并没有破坏长期结构，但拥挤多头和ETF流出显示市场仍脆弱。Hayes选择观望提醒我们，即使OG也在等更清晰信号。保持流动性，盯紧7.9万支撑，量能确认前别追反弹。

💡希望这条激励到你 🙏 感谢阅读！
欢迎分享你的看法！

[Arc | 华夏镇守使 @arcknight1314]

Crypto News 24-Hour Important Summary

BTC is chilling around $81.7K after the Nasdaq AI sell-off tried to drag everything down. Liquidations hit hundreds of millions and spot Bitcoin ETFs saw roughly $635M outflows, yet price barely flinched and is holding the range. Classic “absorb the fear” energy.

① Bitcoin steady near $81,700 while tech stocks cracked. The market flushed leveraged longs, ETF money took a day off, and BTC still refused to break. Looks like the floor is being tested, not broken.

② Pepe and the memecoin squad are actually leading the bounce. Pepe ripped double digits while most alts just chopped. Degens found something to play while the majors napped.

③ HSBC just dropped RedCoin, a Hong Kong dollar stablecoin, straight into the PayMe app for 3.3 million users. Real retail rails, not another whitepaper. Banks are finally shipping usable stablecoins.

④ Ethereum postponed the Glamsterdam Hoodi testnet. ChainSecurity flagged gas-accounting risks that could mess with existing contracts. Mainnet timeline just got foggier. Better slow and safe than fast and broken.

⑤ Netanyahu publicly asked for a blockchain plan in case banks get sanctioned. Israel is treating crypto as a geopolitical backup tool now. The “sovereign nation runs its own rails” conversation just got louder.

English summary + view:
The past 24 hours felt like a soft stress test. Macro fear hit, money left ETFs, upgrades got delayed, yet BTC held and real-world stablecoin use just expanded. My take: the market is maturing. Volatility is still here, but the infrastructure keeps getting more practical. Short-term range, long-term the rails are quietly being built. Stay sharp, don’t over-leverage the chop.

💡 Hope this inspired you, 🙏 Thank you for reading!
Let's discuss!

币圈新闻24小时重要摘要

过去一天币圈在震荡里找节奏。纳斯达克AI相关股票砸盘，比特币在8.17万美元附近稳住，ETF出现大额流出，但价格没崩。有点“被砸了还在原地”的味道。

① 比特币在科技股抛售后稳住约8.17万美元。杠杆多头被清算一波，现货ETF一天流出约6.35亿美元，价格却没破关键区间。支撑还在，情绪在试探。

② Pepe等迷因币反而领涨。Pepe一天跳了十几个点，其他山寨大多横盘。散户在主流币睡觉时找到了自己的游乐场。

③ 汇丰银行正式把港元稳定币RedCoin上线到PayMe，覆盖约330万用户。这是真能用在日常支付里的银行稳定币，不是又一份概念稿。传统金融在认真出货了。

④ 以太坊推迟Glamsterdam在Hoodi测试网的升级。安全团队发现gas计算改动可能影响现有合约，主网时间表又模糊了。慢一点总比上线后出事强。

⑤ 内塔尼亚胡公开表示正在准备区块链方案，以防银行遭制裁。以色列把加密当成地缘备用工具来讨论，主权级采用的声音又响了一点。

中文总结 + 观点：
这24小时像一次温和的压力测试。宏观吓了一下、资金流出、升级延期，但比特币没破位，真实可用的稳定币又多了一家银行在推。我的看法很直接：短期还是震荡市，别上头加杠杆；长期看，基础设施和真实使用场景在悄悄变厚。市场在变成熟，只是过程不那么刺激。保持清醒，盯着实用进展就好。

💡希望这条激励到你 🙏 感谢阅读！
欢迎分享你的看法！

[Arc | 华夏镇守使 @arcknight1314]

@LDec123 大佬早

[Arc | 华夏镇守使 @arcknight1314]

@HangDinh97 100 comments very 👍

[Arc | 华夏镇守使 @arcknight1314]

#比特币 #三方力道 自从6W多单以来第一次从多转空， 说明多头暂时消休息。
接下来很难趋势季度的上涨，耐心等待

[Arc | 华夏镇守使 @arcknight1314]

Crypto News 24-Hour Important Summary

BTC is chilling around $81.7K after the Nasdaq AI sell-off tried to drag everything down. Liquidations hit hundreds of millions and spot Bitcoin ETFs saw roughly $635M outflows, yet price barely flinched and is holding the range. Classic “absorb the fear” energy.

① Bitcoin steady near $81,700 while tech stocks cracked. The market flushed leveraged longs, ETF money took a day off, and BTC still refused to break. Looks like the floor is being tested, not broken.

② Pepe and the memecoin squad are actually leading the bounce. Pepe ripped double digits while most alts just chopped. Degens found something to play while the majors napped.

③ HSBC just dropped RedCoin, a Hong Kong dollar stablecoin, straight into the PayMe app for 3.3 million users. Real retail rails, not another whitepaper. Banks are finally shipping usable stablecoins.

④ Ethereum postponed the Glamsterdam Hoodi testnet. ChainSecurity flagged gas-accounting risks that could mess with existing contracts. Mainnet timeline just got foggier. Better slow and safe than fast and broken.

⑤ Netanyahu publicly asked for a blockchain plan in case banks get sanctioned. Israel is treating crypto as a geopolitical backup tool now. The “sovereign nation runs its own rails” conversation just got louder.

English summary + view:
The past 24 hours felt like a soft stress test. Macro fear hit, money left ETFs, upgrades got delayed, yet BTC held and real-world stablecoin use just expanded. My take: the market is maturing. Volatility is still here, but the infrastructure keeps getting more practical. Short-term range, long-term the rails are quietly being built. Stay sharp, don’t over-leverage the chop.

💡 Hope this inspired you, 🙏 Thank you for reading!
Let's discuss!

币圈新闻24小时重要摘要

过去一天币圈在震荡里找节奏。纳斯达克AI相关股票砸盘，比特币在8.17万美元附近稳住，ETF出现大额流出，但价格没崩。有点“被砸了还在原地”的味道。

① 比特币在科技股抛售后稳住约8.17万美元。杠杆多头被清算一波，现货ETF一天流出约6.35亿美元，价格却没破关键区间。支撑还在，情绪在试探。

② Pepe等迷因币反而领涨。Pepe一天跳了十几个点，其他山寨大多横盘。散户在主流币睡觉时找到了自己的游乐场。

③ 汇丰银行正式把港元稳定币RedCoin上线到PayMe，覆盖约330万用户。这是真能用在日常支付里的银行稳定币，不是又一份概念稿。传统金融在认真出货了。

④ 以太坊推迟Glamsterdam在Hoodi测试网的升级。安全团队发现gas计算改动可能影响现有合约，主网时间表又模糊了。慢一点总比上线后出事强。

⑤ 内塔尼亚胡公开表示正在准备区块链方案，以防银行遭制裁。以色列把加密当成地缘备用工具来讨论，主权级采用的声音又响了一点。

中文总结 + 观点：
这24小时像一次温和的压力测试。宏观吓了一下、资金流出、升级延期，但比特币没破位，真实可用的稳定币又多了一家银行在推。我的看法很直接：短期还是震荡市，别上头加杠杆；长期看，基础设施和真实使用场景在悄悄变厚。市场在变成熟，只是过程不那么刺激。保持清醒，盯着实用进展就好。

💡希望这条激励到你 🙏 感谢阅读！
欢迎分享你的看法！

[Arc | 华夏镇守使 @arcknight1314]

Crypto News 24-Hour Important Summary

① Bitcoin danced near $85k overnight then got dragged back below $82k as AI doubts hit hard. Mixed Tesla and Meta results plus oil spiking on Middle East noise flipped the tape risk-off. Liquidations piled up around $400M+ while DeFi tokens took the heavier hit. Classic correlation flex.

② Solana dropped Alpenglow on mainnet. Biggest consensus shift since 2020, aiming for ~150ms finality. Real infra progress, yet SOL still followed the broader dump. Speed is live, price still waits for the macro weather to clear.

③ a16z quietly rebranded its crypto fund to a16z Frontier. Dropping the word “crypto,” expanding into AI and other frontier bets. Chris Dixon stays, one partner exits. Feels like VCs are treating blockchain as rails for the next wave rather than the main event.

④ Spot Bitcoin ETFs still ate. Roughly $528M net in one session, BlackRock’s IBIT leading with ~$235M, and more than $1B across three days. Ethereum ETFs flipped back to inflows after five outflow days. Institutions keep stacking even while the price chops.

⑤ Chinese prosecutors moved to seize ~61,800 BTC (around $5B) tied to a massive fraud case, coins already held by UK authorities. Tianjin court opened a six-month window for claims while a parallel UK process runs. No immediate dump, just ownership theater across borders.

Summary: Price got slapped by AI macro, yet the plumbing keeps improving and the big money keeps flowing in. Short-term noise, longer-term rails still being laid.

My take: This is just another chapter where retail gets shaken and institutions quietly accumulate. The tech milestones matter more than the daily candle. Stay selective, stay long the actual builders.

💡 Hope this inspired you, 🙏 Thank you for reading!
Let's discuss!

币圈新闻24小时重要摘要

① 比特币昨晚摸到接近8.5万美元，随后被拖回8.2万美元下方。AI疑虑叠加特斯拉、Meta业绩平淡，再加上中东推高油价，风险偏好瞬间熄火。爆仓超4亿美元，DeFi跌得更狠。老套路了，宏观一打喷嚏，币圈就感冒。

② Solana主网上线Alpenglow，2020年以来最大共识升级，目标把最终确认压到约150毫秒。基建实打实往前迈，但SOL还是跟着大盘一起回调。速度来了，价格还得等宏观天气转晴。

③ a16z把旗下加密基金改名成a16z Frontier，直接去掉“crypto”字样，投资范围扩到AI和其他前沿技术。Chris Dixon还在，有人离开。VC们现在把区块链当底层轨道，而不是唯一故事。

④ 现货比特币ETF继续吃货。单日净流入约5.28亿美元，贝莱德IBIT拿了约2.35亿，三天累计超10亿。以太坊ETF也结束五连流出重新转正。价格在晃，机构照样在堆。

⑤ 中国检方推进没收约6.18万枚BTC（约50亿美元）的程序，这批币目前由英国当局持有，涉及大规模诈骗案。天津法院开了六个月公示期，同时英国那边也有平行程序。短期不会砸盘，只是跨境归属的法律戏。

总结：价格被AI宏观打了一巴掌，但底层在加速，机构资金还在持续进场。短期噪音，长期轨道仍在铺。

我的看法：又是一轮散户被洗、机构悄悄接的节奏。技术里程碑比日内K线重要。别追高，盯着真正在建设的项目，长期持有就行。

💡希望这条激励到你 🙏 感谢阅读！
欢迎分享你的看法！

[Arc | 华夏镇守使 @arcknight1314]

@foolspirit1981 年纪越大，越难找工

[Arc | 华夏镇守使 @arcknight1314]

@foolspirit1981 定投只是降低风险，真正还是重仓猛杠杆在底部才能收益最大化但同样和风险也越大！

[Arc | 华夏镇守使 @arcknight1314]

目前定投的仓位 #比特币

[Arc | 华夏镇守使 @arcknight1314]

📌 我的 140 天投资计划｜从今天开始，到 2026 年底

从今天 8 月 14 日开始，我正式执行一套 140 天资金部署计划。

这次不猜底、不梭哈，也不因为市场一天的涨跌改变计划。

核心就一句话：

把资金分成 140 份，用时间换取更好的平均成本，同时保留最后 25% 的进攻资金。

① 75%：每日 DCA

每天固定投入 $94.70：

₿ BTC：$52.70
CRCL：$10.50
HOOD：$10.50
COIN：$10.50
MSTR：$10.50

每天合计：$94.70

140 天累计：

$13,258

其中：

BTC：$7,378
CRCL：$1,470
HOOD：$1,470
COIN：$1,470
MSTR：$1,470

不会因为上涨就FOMO加仓，也不会因为下跌就停止定投。

涨了买，跌了也买。

真正的大跌，反而意味着同样的资金可以买到更多资产。

---

② 10%：BITU

整个资金计划另外预留 10%：

约 $1,767.73

这部分不急着现在全部投入。

140 天 DCA 接近完成后，再根据当时 BTC 的价格、市场情绪、ETF资金流和整体周期决定如何分批部署。

BITU 本身属于高波动、高 Beta 的 BTC 相关资产。

所以它是：

进攻仓，不是核心仓。

---

③ 15%：币本位 BTC 多单

最后 15%：

约 $2,651.60

用于 BTC 币本位多单。

这部分和现货完全不同。

现货的任务是：

长期积累 BTC 敞口。

币本位多单的任务是：

在出现高胜率机会时提高进攻性。

但风险也非常明确：

杠杆意味着更大的波动，也意味着清算风险。

所以这 15% 是我的风险上限，不会因为行情上涨就无限增加杠杆。

---

④ 整体资金结构

预计总资金：

约 $17,677

配置为：

🟠 75% → BTC + CRCL + HOOD + COIN + MSTR DCA
🟠 10% → BITU
🟠 15% → BTC 币本位多单

这不是一套预测市场顶部和底部的策略。

而是一套：

核心仓负责生存，DCA负责积累，BITU负责增强，15%杠杆仓负责进攻。

---

⑤ 我的140天纪律

140 天期间，我只允许自己改变“执行方式”，不轻易改变“战略”。

不追涨。

不因为暴跌恐慌卖出核心 DCA。

不因为短期盈利突然扩大杠杆。

不因为别人赚钱就改变自己的计划。

市场每天都会制造噪音。

我的任务不是预测每一次波动。

而是：

在市场给机会的时候，我手里还有子弹。

140 天之后，再重新评估整个市场周期。

如果熊市继续，就继续等待。

如果周期反转，就让已经积累的仓位开始发挥作用。

如果市场疯狂上涨，也不会因为FOMO把风险仓无限扩大。

---

投资最难的从来不是找到一个“神奇买点”。

真正困难的是：

当市场让你恐惧的时候还能执行，当市场让你贪婪的时候还能克制。

所以这一次，我不想赌一个底。

我要做的是：

用 140 天，把计划真正执行完。

计划交易，知行合一。

DCA 帅回来。 ₿

全部计划会用 NEVERLESS 实行， 0 手续费， 欢迎大家和我一起参与
https://t.co/CwtqKDbCwL

https://t.co/jOCRiFVnu4

@neverlessapp_zh

[Arc | 华夏镇守使 @arcknight1314]

@foolspirit1981 现在比特币82，000 左右，浮盈一丢丢

[Arc | 华夏镇守使 @arcknight1314]

@foolspirit1981 投入的资金， 成本是在 78654

[Arc | 华夏镇守使 @arcknight1314]

@BirdTechVision 对， 通常别的地方可以有1菜1肉， 10 块马币以内

[Arc | 华夏镇守使 @arcknight1314]

也要 13 块马币， 不便宜， 味道一般

[Arc | 华夏镇守使 @arcknight1314]

Crypto News 24-Hour Important Summary

① Bitcoin danced near $85k overnight then got dragged back below $82k as AI doubts hit hard. Mixed Tesla and Meta results plus oil spiking on Middle East noise flipped the tape risk-off. Liquidations piled up around $400M+ while DeFi tokens took the heavier hit. Classic correlation flex.

② Solana dropped Alpenglow on mainnet. Biggest consensus shift since 2020, aiming for ~150ms finality. Real infra progress, yet SOL still followed the broader dump. Speed is live, price still waits for the macro weather to clear.

③ a16z quietly rebranded its crypto fund to a16z Frontier. Dropping the word “crypto,” expanding into AI and other frontier bets. Chris Dixon stays, one partner exits. Feels like VCs are treating blockchain as rails for the next wave rather than the main event.

④ Spot Bitcoin ETFs still ate. Roughly $528M net in one session, BlackRock’s IBIT leading with ~$235M, and more than $1B across three days. Ethereum ETFs flipped back to inflows after five outflow days. Institutions keep stacking even while the price chops.

⑤ Chinese prosecutors moved to seize ~61,800 BTC (around $5B) tied to a massive fraud case, coins already held by UK authorities. Tianjin court opened a six-month window for claims while a parallel UK process runs. No immediate dump, just ownership theater across borders.

Summary: Price got slapped by AI macro, yet the plumbing keeps improving and the big money keeps flowing in. Short-term noise, longer-term rails still being laid.

My take: This is just another chapter where retail gets shaken and institutions quietly accumulate. The tech milestones matter more than the daily candle. Stay selective, stay long the actual builders.

💡 Hope this inspired you, 🙏 Thank you for reading!
Let's discuss!

币圈新闻24小时重要摘要

① 比特币昨晚摸到接近8.5万美元，随后被拖回8.2万美元下方。AI疑虑叠加特斯拉、Meta业绩平淡，再加上中东推高油价，风险偏好瞬间熄火。爆仓超4亿美元，DeFi跌得更狠。老套路了，宏观一打喷嚏，币圈就感冒。

② Solana主网上线Alpenglow，2020年以来最大共识升级，目标把最终确认压到约150毫秒。基建实打实往前迈，但SOL还是跟着大盘一起回调。速度来了，价格还得等宏观天气转晴。

③ a16z把旗下加密基金改名成a16z Frontier，直接去掉“crypto”字样，投资范围扩到AI和其他前沿技术。Chris Dixon还在，有人离开。VC们现在把区块链当底层轨道，而不是唯一故事。

④ 现货比特币ETF继续吃货。单日净流入约5.28亿美元，贝莱德IBIT拿了约2.35亿，三天累计超10亿。以太坊ETF也结束五连流出重新转正。价格在晃，机构照样在堆。

⑤ 中国检方推进没收约6.18万枚BTC（约50亿美元）的程序，这批币目前由英国当局持有，涉及大规模诈骗案。天津法院开了六个月公示期，同时英国那边也有平行程序。短期不会砸盘，只是跨境归属的法律戏。

总结：价格被AI宏观打了一巴掌，但底层在加速，机构资金还在持续进场。短期噪音，长期轨道仍在铺。

我的看法：又是一轮散户被洗、机构悄悄接的节奏。技术里程碑比日内K线重要。别追高，盯着真正在建设的项目，长期持有就行。

💡希望这条激励到你 🙏 感谢阅读！
欢迎分享你的看法！

[Arc | 华夏镇守使 @arcknight1314]

@foolspirit1981 真实仓位，什么问题？

[Arc | 华夏镇守使 @arcknight1314]

@LDec123 救市， 老师