Duck

[Killa @KillaXBT]

$BTC

What's interesting this cycle is that despite Bitcoin dropping 53%, global liquidity has barely declined.

That's notable because in previous bear markets, the primary driver was liquidity drying up across the board.

Hence why BTC went lower.

This time, however, liquidity appears to be holding up much better than in past cycles.

If global liquidity begins expanding again after such a relatively shallow pullback, BTC could bottom much sooner, and at a much higher level, than it has in previous cycles.

Something interesting to keep in mind.

[The Kobeissi Letter @KobeissiLetter]

Key Events This Week:

1. Markets React to Strait of Hormuz Closure - Today, 6 PM ET

2. June CPI Inflation data - Tuesday

3. June PPI Inflation data - Wednesday

4. June Retail Sales data - Thursday

5. July Philly Fed Manufacturing Index - Thursday

6. July MI Inflation Expectations data - Friday

7. July MI Consumer Sentiment data - Friday

8. ~10% of S&P 500 Companies Report Earnings

We have a highly eventful week ahead of us.

[Duck @roduck27new]

與我YT流量對比，非常相似

[Duck @roduck27new]

MANA 像這種山寨幣就值得考慮我的做空名單

[Duck @roduck27new]

未來做空山寨幣條件

1.確認大級別趨勢 TOTAL3es 上行趨勢不主動做空
最好日線、週線都是偏空
並且同時觀察BTC、ETH大方向趨勢

2.過濾容易插針（波動極大）的流動性不足的幣種

3.避開基本面強的項目
不空 SOL、BNB、HYPE 等龍頭

4.等待反彈再空，不追空
等反彈到壓力區、派發區
成交量上漲量縮、反彈無力
低點越來越低、高點越來越低

5.找弱勢板塊
沒敘事
例如：GameFi、Meme、沒收入的空氣幣

6.做好資金管理
每筆最多虧損 2%
分散做空
不重壓單一幣
被止損後，不立刻重新空同一隻

7. 資金費率不過度極端，有些甚至到1%以上的資費
波動極大加成本極高

8. 不碰剛上市的新幣

[Duck @roduck27new]

目前CASHCAT已暴漲兩百倍

我並不會參予這樣的行情
但可以值得關注的是

這波受益的是ETH、UNI、ARB幣種
我會持續關注實用的代幣

[CoinGecko @coingecko]

INSIGHT: Robinhood Chain memecoins have now surpassed $244M in total market cap, up 33% today.

[Duck @roduck27new]

馬斯克給創業者的建議：
「任何想要創造得比索取得更多的人，都值得我尊敬」

你最應該追求的，是創造得比你索取的更多
並成為一個對社會有淨貢獻的人」

不要只追逐金錢
要追求打造真正有用的產品與服務

只要你做到了，金錢自然會成為隨之而來的結果

要有心理準備，必須非常拼命地努力
也要接受確實存在相當大的失敗機率

只專注在一件事情上
你是一個價值創造者嗎？

[Vivek Sen @Vivek4real_]

ELON MUSK'S ADVICE FOR ENTREPRENEURS:

“ANYONE WHO WANTS TO MAKE MORE THAN THEY TAKE HAS MY RESPECT.”

“THE MAIN THING YOU SHOULD AIM FOR IS TO MAKE MORE THAN YOU TAKE...

AND BE A NET CONTRIBUTOR TO SOCIETY.”

“DON'T CHASE MONEY.

CHASE BUILDING USEFUL PRODUCTS AND SERVICES.

IF YOU DO THAT, MONEY WILL COME AS A NATURAL CONSEQUENCE.”

“EXPECT TO GRIND SUPER HARD.

ACCEPT THERE'S A MEANINGFUL CHANCE OF FAILURE.

JUST FOCUS ON ONE THING...

ARE YOU A VALUE CREATOR?”

[borovik @3orovik]

ETH is money, & Robinhood chain proves it

It uses ETH as gas: you need to buy ETH to use the chain, same with base

Robinhood is worth $100B
Coinbase is worth $42B

Robinhood has 28M users
Coinbase has 108M users

Together they have $900M in assets

This is so bullish for ETH!!

[Sam Schubert @minnus]

.@solana spot volume has now exceeded Bybit for eight straight days.

On July 10:
Solana DEXs: $1.52B
Bybit: $1.36B

The one day flip is starting to look more persistent.

Only Binance to go...

[Duck @roduck27new]

渣打銀行數位資產研究主管 Geoff Kendrick 預測
未來 3～12 個月內，傳統金融機構與 DeFi 協議合作的公告數量，可能會比現在多 10～20 倍

注意，10～20 倍指的是「合作／整合公告的數量」，不是說幣價、資金量或 DeFi 市值會立刻漲 10～20 倍

「TradFi 接入 DeFi」是什麼意思？
TradFi 是銀行、券商、基金公司、資產管理公司等傳統金融機構。它們可能把 DeFi 當作底層金融基礎設施，例如

把股票、債券、貨幣市場基金等資產代幣化後，放到鏈上交易
使用 Uniswap 提供兌換與流動性
使用 Aave、Morpho 等協議進行借貸
使用穩定幣進行結算、跨境支付或資金調度

舉例：像是 Robinhood Chain
Uniswap 就已經成為他們的的主要自動化造市商

使用者要交換代幣時，主要會透過 Uniswap 的流動性池與智能合約自動完成交易

[CoinMarketCap @CoinMarketCap]

LATEST: 🏦 Standard Chartered's Geoff Kendrick expects to see 10-20x more announcements within the next 3-12 months about TradFi institutions plugging into DeFi.

[CryptoBullet @CryptoBullet1]

Difference #3 - $OTHERSBTC

In 2018 & 2022 $OTHERSBTC fell in sync with $BTCUSDT 📉

Now in 2026 we're seeing the opposite - $OTHERSBTC is showing strength while $BTCUSDT is declining.

All these 3 differences make me think that 2027-2029 will be very bullish, especially for #Altcoins 😉

[Duck @roduck27new]

美股選擇權市場目前壓住看漲

加密貨幣板塊更是如此
橘線：選擇權未平倉量的 Put/Call 比率
藍線：選擇權成交量，7 日平均

Put/Call Ratio 下跌
買權比例非常多

並且成交量 Put/Call Ratio 下降
買權成交量相較更高

[Bull Theory @BullTheoryio]

There is an insane level of euphoria in the market right now.

The Put/Call Ratio just dropped to 0.61, down 29% in a single day, one of the sharpest one day drops on record.

This measures how much traders are betting on prices falling versus rising.

Right now it shows traders piling into bets that stocks keep going higher, with almost nobody betting on a drop.

The last time this indicator dropped this low was in July 2024, which led to a market dump shortly after.

Extreme confidence like this doesn't always mean a crash is coming, but historically it's often shown up right before the market cools off.

Chart: @Barchart

[Sykodelic 🔪 @Sykodelic_]

This is a massive level for $ETH.

Break back above $1,820 with strength and this recent breakdown is a deviation.

$ETH bottomed respecting the Wick low trend set back in the 2022 bear.

It's not trading:
1. Above the wick low trend from 2022
2. Below the recent range breakdown
3. Below the Candle body trend from 2022

Back above $1,820 and $ETH is back above them all.

ETH/BTC also signalling that this likely isn't a nothing burger.

Back above $1,820 and things improve quite quickly imo.

[Duck @roduck27new]

bitcoin:native 累積階段

從22年和26年熊市過程可以看出，在初期時鯨魚的累積並不能阻止價格下跌，只能形成階段性的支撐

圖中標註的1/2/3，3的作用往往比1和2更有效

[Murphy @Murphychen888]

从22年和26年熊市过程可以看出，在初期时鲸鱼的积累并不能阻止价格下跌，只能形成阶段性的支撑，却无法改变大势。

但正所谓"一鼓作气，再而衰，三而竭"，在持续多段式的下跌中，情绪和抛压也会同步得到宣泄和释放。

此后，再出现鲸鱼积累，其作用就不一样了。

就像图中我标注的1/2/3，3的作用往往要比1和2更有效。如果说前面的抛售如洪水猛兽，那此时就已是强弩之末。

或许没有，但如果后面还有4、5......那便更值得重视了。它会是破晓时分的第一缕光！

[Killa @KillaXBT]

$BTC

700M worth of shorts will get f*cked if BTC reaches 65.7K.

Not sure about you but... If we were genuinely going to 54K, I would make sure to take out them shorts first.

[Investidor Smart @InvSmartOficial]

@joao_wedson That's true. In 2022 bear market there was much more people interested.

Incredible.

My YT channel:

[Duck @roduck27new]

@joao_wedson I’m a YouTuber serving a Chinese-speaking audience, and I upload new content daily from Monday through Saturday. Here are my channel analytics for your reference.

[Joao Wedson @joao_wedson]

Crypto content creators on YouTube are facing the worst period in their history.

Views for cryptocurrency-related content have never been this low.

For me, that is a sign of opportunity.