XIAO

crazy crypto coins, magical attracting magic

[XIAO @chaobifc]

@RlxemVHu5e34474 新年快乐

[XIAO @chaobifc]

@surpr164 这书叫啥名字

[路遥 | Trader @LuYao_Trader]

1011的大清算导致了流动性大撤退...
说真的，这个事可大可小...
你很快就会看到
阴跌之下无支撑，你越抄，底越低...

市场需要修正，休整
它累了，需要休息

什么时候值得抄？
持续性的下跌，阴跌，最后加速暴跌
暴跌之后形成几个月的震荡平台期
那时，才是值搏率最优的时刻！

但那，也仅是一个阶段弱势下跌中的反弹
当上涨趋势涨的越高，涨的越久
那么下跌趋势要么靠深度回调，要么靠时间修复
总之，你会经历比当下更难熬的时刻

山寨季？
放弃幻想，认清现实。
这一轮的山寨季，属于链上。

[Aylo @alpha_pls]

Some random thoughts that may or may not help right now (long ramble):

Let's start with Bitcoin as it dictates everything in crypto, and everything else is mostly downstream from the orange coin.

I still lean towards BTC going up after this period of chopsolidation ends (and yes we can go lower before up of course).

Is it possible BTC goes into prolonged bear market from here?

It's possible, but I think it would be the result of something I am not aware of currently e.g. some huge entities blowing up as a result of 10/10, and therefore forced selling and liquidations happen over a longer period of time.

I have no edge, or information on that, but of course it is a possibility.

I don't think what you have seen over the last year is similar at all to previous Bitcoin cycles.

BTC has basically been in and around $100k for an entire year. The amount of selling that has been absorbed, and therefore the amount of buying on the other side has been huge.

In any previous Bitcoin cycle that level of selling would have taken BTC far lower already.

There is no doubt this is an institutional cycle, not a retail one.

That sets up a very interesting dynamic here, as institutions don't behave like retail, but retail are still insistent on interpreting BTC PA as if it is being driven by retail.

If BTC were to find some strength soonish and put in a proper move then I think you would have a lot of momentum chasers come back. Especially as selling overpriced gold or overpriced stocks for a rotation into lagging BTC just looks way too attractive to turn down.

If BTC were to chop for another two months holding that $100k level then I think it is also very likely that BTC would move much higher in 2026.

It does feel like we are in a close to 50:50 moment (although I lean to higher odds of more upside) where whatever happens next will be obvious in hindsight.

Either:

• 1 year of chopping around a huge level of $100k, and all the OG sellers are absorbed before moving higher, or
• OG selling overwhelms buyers + some bodies float to the surface and we go into a bear market.

As always, ETH + alt coins will do something if BTC breaks higher.

The ETH DAT company bid is gone. All of the mNAVs are below 1, except Bitmine (which is 1), and that means they can't buy in size.

I don't know who the buyer in size is for ETH at this moment in time. Momentum buyers can show up should BTC break much higher, but that's not the strongest thesis, and not the most attractive trade.

Alt coins need retail, and there are no retail inflows to crypto. This is for various reasons, but a mixture of stocks doing well (plus AI & robotics being faster horses), so why chase shittier, worse returning assets, being rinsed on memes last time they came in, and nothing particularly new, shiny or exciting since the last time they took a look.

Should BTC get some momentum, then of course we will see risk on returning for a bit, and the alts with real fundamentals (utility, revenue, flows and value accrual) should move higher.

The rest will do nothing, or eventually trend towards zero, as they should.

This is a normal maturing process for the industry. I could write more on this, but I think most people understand it now.

I don't think max exposure makes sense with the current set up that we have, and protecting your downside is logical here.

Short term crypto positioning could look like a barbell of BTC, HYPE/alt that has shown strength since 10/10 (ZEC another) + cash. Select alts could be added back depending on BTC's next move.

Fwiw my gut says BTC still has a big move in it, and people have forgotten what it can do when it really trends. But entirely possible people go insane before it happens, if they aren't already mentally ill.

[XIAO @chaobifc]

@liang1387316 1111

[XIAO @chaobifc]

@justin_cic @ai_9684xtpa 她是AI全天候不累的🤨

[XIAO @chaobifc]

还得是内幕鬼发大财

[Ai 姨 @ai_9684xtpa]

太小众了：11 亿美金的做空仓位，17 小时，7,856 万美金的获利！

不清楚「高调换仓 ETH 的 BTC 远古巨鲸」的身份，但或许，你是不是姓特？😳

他的两个地址昨晚刚开启 10x $BTC 和 12x $ETH 空单，市场就闪崩了—— 目前地址 0x2ea...923f4 已平仓止盈并获利 7231 万美元（该地址 08.25 做多 ETH 也赚了 3493 万刀，不过那时候是他自己买上去的），另一个地址仍剩余 821.6 BTC 的仓位，浮盈 625 万美元

https://t.co/2FBbAmX5jA
https://t.co/YebOkT8T50

[XIAO @chaobifc]

@justinsuntron 有多大

[XIAO @chaobifc]

@BTCdayu @Murphychen888 宇哥你palu是多少上的

[大宇 @BTCdayu]

文章挺长，我帮大家提炼了
未来5年，底部在800，能涨到4000

五年的话，还真可能不止涨4000。
现在1300，平均年化30%的话，是4800。

持有BNB才是真正的币安人生，在200多的时候，看不懂币安，这是菜，而菜是原罪……

[XIAO @chaobifc]

@StoneIsHere1 是的，这种就是一阵子赌博，热潮过了就啥也没了

[Snowball（抓住金狗版）🔶 BNB ETHGas ⛽️ 🤖ボッ🦅 @one_snowball]

震惊

@Tesla 居然给 @SentientAGI 做宣传了

这应该是第一次世界范围内的大公司为Web3做宣发🐶

最近项目减少了官推的发布节奏，明显是在憋大招

我做几个预测：
1、公募即将来了，上Kaito或者Buidlpad

2、TGE即将来了，正在就经济模型，上所等进行协商

个人还是那句话，直接一线所，毋庸置疑

3、GRID大的更新也在准备中了，毕竟有社区用户发现了一些端倪

4、市场，很重要的市场消息，传统Web2大厂的采用？

传统公司的重要合作？都有可能

5、继续线下宣发的推动，大陆还需要更多的这种活动

乃至世界范围内的专场巡讲

大家拭目以待

[XIAO @chaobifc]

@liang1387316 1111111

[XIAO @chaobifc]

@BTCwukong 进不去了，拉下我大哥

[XIAO @chaobifc]

@langbuguosan @btc100w100w @heyibinance 兄弟多少本金赚的这么多？

[XIAO @chaobifc]

😯

[CoinMarketCap @CoinMarketCap]

🚀 Breaking: BNB flips XRP's market cap, storming into No.3 spot! Explosive price rally shows no signs of slowing—BNB's momentum is unstoppable!

[XIAO @chaobifc]

@kaikaibtc 10.12号有解锁

[XIAO @chaobifc]

@btcohmann @btcpiggy @bibisister0508 @River4fun @RiverdotInc 冲哪个，bibi币吗曼美女

[XIAO @chaobifc]

@blknoiz06 😳😳😳😳

[Aster 🥷 @Aster_DEX]

Introducing $ASTER. 🌟

$ASTER is the native token of Aster and will be used to decentralize governance, drive growth, reward participation, and support long-term protocol sustainability.

TGE is scheduled to go live at 17 Sep 2025.

Here's a deep dive into $ASTER. ⤵️