Nghiện Coin

holder Bitcoin , anti fan ETH

[MARMOT @Web3Marmot]

I predicted $82K bull trap.

I warned about $67K fake recovery.

Now here’s how I see BTC playing out from here:

$62K → $59K → $57K

$57K → $63K → $55K

$55K → $48K → $180K

The path to the bottom looks exactly like this.

Then the next cycle begins.

Remember, I've called every major turn for the last 10 years, including short BTC from $111K in October.

You don't want to miss my next call.

Turn on notifications. Most people will follow me too late.

[BitHappy @BitHappy]

事到如今，只能说又上一课：

即使当初在做「仓位管理」时，把 $STRC 相关资产明确归为高风险。

期间也靠着套利辗转腾挪，小赚一点，但真正入局被套之后，还是没能按照计划的止损线执行止损。

现在已经有点不知道该不该割了，要不等月底看看 STRC 的加息情况？

这段时间观察下来，只要一涨，就会有资金立刻出逃；但跌的时候，又很少真正跌破位。

也就是说，很多小伙伴和我一样，都没有严格止损？😭

[CryptoReviewing @CryptoReviewing]

$BTC whales brutally liquidated!

An insanely large amount of 'big money' orders at $60,300 - $63,100 were just liquidated in the latest $BTC flash dump to $60.3k.

Now, $55,000 - $60,000 below is where additional $BTC whale orders are stacking.

Meanwhile, $67,000 - $71,000 is the area to watch above with orders from 'Crypto Whales' expecting a reversal to this level next.

[Qmo @QmoCrypto]

🚨 BREAKING

HERE IS THE EXACT REASON $BTC IS DUMPING RIGHT NOW:

COINBASE SOLD 32,715 BTC
KRAKEN SOLD 8,046 BTC
BINANCE SOLD 7,381 BTC
BLACKROCK SOLD 2,922 BTC
OKX SOLD 6,108 BTC

$6,400,000,000 DUMPED IN THE LAST 2 HOURS...

THIS IS NOT A COINCIDENCE - THIS IS A COORDINATED DUMP!

[Nghiện Coin @Huanpro1990]

RT @BullTheoryio: BREAKING: $STRC just crashed to $84.

Despite constant dilution of $MSTR shareholders, STRC isn't going anywhere near its…

[Stephen | DeFi Dojo @phtevenstrong]

Funding is >100% on $STRC on @HyperliquidX.

If you could lock in positive funding on STRC on @boros_fi then you could buy STRC at $85, get 12-13% effectively APR on the long leg, and lock in yield on the short leg.

I hope we get this in the future.

The problem with shorting now is the funding rate is likely to be all over the place and also OI is still less than $1M

[Wimar.X @DefiWimar]

🚨 BREAKING

🇺🇸 FED WILL INJECT $3,319,000,000.00 INTO THE MARKETS TOMORROW AT 9 AM ET, RIGHT BEFORE THE US MARKET OPEN.

KEVIN WARSH IS OFFICIALLY CONTINUING T-BILL PURCHASES AND TURNING THE MONEY PRINTER BACK ON!

GIGA BULLISH FOR MARKETS!

[JoeJoe @joejoedefi]

两个月时间过去，颇有物是人非之感
STRCfi 赛道的两位先驱者在 $STRC 动荡冲击之中，各自的产品架构承受着市场的严酷考验，催生出了不同的演进方向：
Saturn 依旧稳扎稳打，APYX 却做出大改，二者生态位也悄然发生了变化

一、产品架构变化

🔸Saturn 没有大的变化，依旧是 “美债稳定币 $USDat + 生息币 $sUSDat（与 STRC 强关联）”的组合拳
🔸APYX 在产品架构上却发生了巨变：团队将 $apxUSD 从超额抵押稳定币 变成了与 STRC 强关联的、耦合回 $1 的token

💡 $apxUSD 的变革对 APYX 产生了巨大影响
▫️原来的设计中， apxUSD 是稳定币， $apyUSD 是100%由这个稳定币质押而来的生息币， apyUSD 的波动���是增长的多或少，Nav是持续上涨的。所以这套设计就是传统的“双稳定”结构
▫️现在变成了“双波动”结构， apxUSD会上下波动，带动 apyUSD也会上下波动。
▫️从“极致”的稳定，到“极致”的波动，这种产品路线上的大改很难让老用户接受，而新用户面对这种双波动也会有更多踌躇犹豫
▫️生态方面，无论 @pendle_fi 的PT或LP，还是 @Morpho 的循环贷，又或是 @infiniFi 的金库买入PT，都因此遭受重创。可以想像，未来APYX的生态发展可能要举步维艰了

APYX做出这个应对，我这个老用户很难接受的。因为这是从法理上将 $apxUSD 摘掉了「稳定币」属性，从此团队就没有法理义务去尽量维持100%储备了，而是全交给市场，团队可以躺平了。虽然团队还会通过套利增加一点点储备金，但那是在吃老用户的肉...而且杯水车薪

难以理解的是， $STRC 的超范围波动本就应该在产品设计之初考���到，要有相对妥善的应对措施。然而我们看到的是，团队对此无能为力...直接躺平了
用户们预想中的团队会找来新资金补满储备...没有发生
原来超额储备的 1.7%真的就只是对应 $STRC 99~100波动...一点点冗余空间都没有的

二、生态位变化

1️⃣未来发展：一进一退

APYX的这个操作在我看来是消耗了项目的未来
新用户不敢进，生态发展处处遇阻
TVL只能死守，不敢奢望一点拉新
作为元老用户，心痛💔
这么有想象力的赛道，坐拥龙一身位，本该前途无限

Saturn这边，突出一个稳字
$USDat 的优越性 在剧烈的市场动荡中越发凸显
尽管 $sUSDat 跟随 $STRC 上下翻飞，但Saturn依旧可以通过 $USDat 系列资产开拓市场
不管是直接吸引新用户、留住老用户，还是扩展生态合作，都可以有的放矢，工具箱依旧丰富

2️⃣数据有话说：未来的反超

当前 TVL
APYX $288M
Saturn $200M

可以看到，APYX的先发优势正在被 Saturn 拉近
随着时间推移， apxUSD改动的负面影响持续凸显，TVL上的差距会持续缩小，直到有一天被Saturn反超
甚至随着STRC 回锚，这个速度会加快...

两个项目都处于“TGE中场”
但相比开始，攻守之势已经异位。我不知道APYX该怎么扳回局面，但我知道就当前APYX的策略而言，很难挽回
我对 $STRC 回100抱有信心，但对 APYX的未来充满忧虑

～～～～～～

Tips:
作为STRCfi 赛道的先驱用户，我在两个项目都有深度投入，我希望两个项目都能有光明的未来

@saturn_credit @apyx_fi

[CryptoReviewing @CryptoReviewing]

$BTC just dumped below $62,000 liquidating $833M!

Now, $60,500 - $61,500 has $138M liquidity!

However, $65,500 - $67,500 has $550M liquidation clusters!!!

I've written a data-backed analysis for what happens next to $BTC, $ETH & Altcoins.

Link below👇
https://t.co/2EQaMSdR47

[Qmo @QmoCrypto]

🚨 BREAKING

🇺🇸 TRUMP'S INSIDER JUST OPENED A $97,000,000.00 LONG ON BITCOIN.

THE SAME WALLET THAT FRONT-RAN EVERY MAJOR MARKET MOVE OF 2026.

WIN RATE = 100%

WHEN THIS WALLET MOVES - THE MARKET FOLLOWS.

EXTREMELY BULLISH FOR CRYPTO!!!

[Qmo @QmoCrypto]

🚨 BREAKING

BLACKROCK JUST STARTED AGGRESSIVELY BUYING BITCOIN AHEAD OF TOMORROW'S U.S. MARKET OPEN.

THE BUYING STARTED 3 HOURS AGO AND IS STILL GOING - ALREADY $260,000,000 LOADED.

LOOKS LIKE WE'RE ABOUT TO GET A WAVE OF GOOD NEWS NEXT WEEK!

[Crypto Lens @crypto_lens_]

DON'T SHORT BITCOIN HERE

$BTC already hit $67k, but I'm not rushing into a position.

I'm planning to open the biggest short position of my life:

Entry: $67,000-68,000

1st Target: $59,000
2nd Target: $48,000

Stop Loss: $77,000

If you want to know where I’m deploying capital next, turn on notifications and pay close attention.

[Midas @DeFiMidas]

🚨BREAKING:

“TRUMP INSIDER” WITH A 100% WIN RATE JUST OPENED A $22.3M $BTC LONG AND A $72.6M $NVDA LONG

HE PLACED THE BETS AHEAD OF TOMORROW'S MARKET OPEN

HE DEFINITELY KNOWS SOMETHING

[Altura @alturax]

We recently became aware of the depeg event affecting Mainstreet (MSY).

As Altura, we have never had any exposure to Mainstreet or any of its underlying investment strategies.

Our HyperEVM lending vault (Alpha USDT Prime), the associated USDT/AVLT market, and borrowers utilizing our Ethereum vault remain unaffected by this event.

Over the last 24 hours, Altura has successfully processed more than $5 million in withdrawal requests. We continue to maintain ample liquidity across our strategies and are fully positioned to service additional withdrawals as needed.

While this does not affect Altura directly, we are monitoring the situation closely as it develops.

As a prudent risk management measure, we recommend that users unwind any borrow or looping positions involving the AVLT/USDC ETH market until market conditions stabilize and there is greater clarity around any broader ecosystem impact.

We will continue to keep the community informed and share updates in this thread as new information becomes available.

[Klarck @0xklarck]

🚨 THE BIGGEST $BTC TRAP IS ABOUT TO SPRING...

Final sweep of $60k liquidity is complete. FVG retest confirmed

Looking at chart, here's my detailed roadmap:

1. Bounce toward $68k
2. 3-5 days of consolidation
3. Downtrend resumes
4. Acceptance below $59k → drop toward $48k

I'm one of few who accurately called $BTC ATH and several major market sell-offs:

1. $126k → $102k (Oct 10)
2. $116k → $80k
3. $97k → $60k and $83k → $59k

Missed those calls? No worries - plenty more are still ahead

Turn on notifs - you won't want to miss the next one

[The Wolf Of All Streets @scottmelker]

$STRC pays its dividend based on the $100 liquidation preference, not the market price.

If the dividend rate is 11.5%, that’s $11.50 annually per share.

Buy at $100 = 11.5% yield.
Buy at $90 = 12.8% yield.
Buy at $85 = 13.5% yield.

Same dividend. Lower purchase price. Higher yield.

That’s why STRC trading below par is attractive to income investors.

People seem… confused.

[fabiano.sol @FabianoSolana]

Tomorrow, the last and biggest part (50%) of the RateX Airdrop will be claimable

My Airdrop went from over $4K to $800

But the biggest issue will be liquidity, which is only around $5K lol

[𝗰𝘆𝗰𝗹𝗼𝗽 @nobrainflip]

Very interesting system

If $BTC pumps -> issue $STRC -> buy more BTC, all good

But what if BTC dumps, then?

STRC collapse -> sell BTC to support STRC -> BTC dumps more -> STRC dumps more....

But it is not worst ponzi, right?

[ᴛʀᴀᴄᴇʀ @DeFiTracer]

🚨 BREAKING:

🇺🇸 FED WILL ANNOUNCE THE U.S. INTEREST RATE DECISION AT 2:00 PM ET

IF RATE IS BELOW 3.50% → MARKET WILL EXPLODE
IF RATE IS 3.75% → MARKET WON’T MOVE
IF RATE IS ABOVE 4.00% → HUGE CRASH IS COMING

ALL EYES ARE ON RELEASE TODAY!!

[Nghiện Coin @Huanpro1990]

@joejoedefi Everyone is waiting.