12/ TL;DR: The flush killed leverage, not belief. Influencers = cautious, spot-first. Crowd moved from fear to careful dip-buying. If funding/liquidity keep easing and BTC holds mid-range, base case is a choppy grind up with bursts in alts. Let price confirm.
1/ 🧵 Crypto just survived the most violent leverage flush in years. I read through what influencers and the crowd said in the ~140 hours since the drop. Here’s the real sentiment picture—and what people plan to do next.
11/ Retail playbook (summed up):
DCA on spot into fear.
Use smaller leverage, tight invalidations.
Focus on tools (exchanges/stables), not just tickers.
Avoid revenge trades—wait for structure.
TL;DR: greedy-but-jumpy. Watch 115k & 118–119k on BTC; 4225–4230 on ETH. Rotation chatter favors SOL for narrative, ZEC/BCH/LTC/AVAX for momentum pops; ZRO/XPL as early-stage flips. Fast partials; even faster reversals.
Crypto crowd-check (past few days): influencers vs the retail crowd — what they say, feel, and watch. Sentiment = cautiously bullish. Greed ≈70% among influencers, ≈60% on the retail side; anxiety elevated. BTC dominance >59%.
Why it matters: positioning feels bullish-tilted but fragile — strong appetite to participate + hair-trigger exits. Expect wicky breakouts and fast mean-reverts around the levels above.