Zoe

天生锦鲤幸运体质|链上数据 + 机构资金流研究者 | 8年交易经验 | 每日分享BTC/ETH筹码与ETF洞察

[Zoe @zuiowqeys]

Marina Bay, nestled in the clouds, offers a chance to pause your busy life. See a different view from your preferred height.

The best state is probably being focused on your work while also knowing how to enjoy the present moment.

[Zoe @zuiowqeys]

Since the end of last year's bull market, ETH has been declining. Is it about to recover?

[Zoe @zuiowqeys]

My worth doesn't depend on anyone's approval. I have my own standards for the life I live

[Zoe @zuiowqeys]

Across the market, 24-hour liquidations remain heavily long-dominated, with ETH and BTC continuing to lead the decline and squeeze out high-leverage positions. At the same time, macro derivatives like silver and gold have also faced sharp liquidations, indicating that the broader market is undergoing a short-term risk release across all asset classes. Only after flushing out high-level floating long positions can the market welcome a true supply reshaping

[Zoe @zuiowqeys]

Capital management determines how long you can stay in the game, investment logic determines why you enter it.

[Zoe @zuiowqeys]

Get ready to be spammed with news articles, and snowflakes crying on TV for the next week

[Elon Musk @elonmusk]

Turns out the future does have flying cars

[Zoe @zuiowqeys]

A brutal bloodbath for the longs, the leverage chain was completely blown apart.

24-hour liquidations across the entire network turned into a sea of green, with ETH seeing $285M wiped out in a single day (83.8% longs) and BTC losing $214M (80.5% longs). High-level FOMO longs and leveraged positions were thoroughly flushed out by the smart money

[Main Rally | 币圈一哥 @btc1368]

怪不得下不去了，原来你们都在做空啊！

[加密信号塔Trade_Signal @zahaaaka]

如图所示80K的反弹会到来，但仅仅是反弹，调整时间维度还远远不够

[Main Rally | 币圈一哥 @btc1368]

这就是ETH弱势于BTC的原因。

[Zoe @zuiowqeys]

去普吉岛放松的一天

[Zoe @zuiowqeys]

Urban Decay Naked Ultimate Basics Eyeshadow Palette

[Zoe @zuiowqeys]

Leverage maxed out, bulls are dancing on the edge of a cliff
bitcoin:native

[Zoe @zuiowqeys]

Good morning. Stop looking up at other people's brilliance. Instead, light your own lamp. Be your own safe harbor

[Zoe @zuiowqeys]

Five pieces of advice from a formerly ultra-wealthy man who lost it all:

First, don't change your house, don't change your car, and don't change your partner. Keep everything as it is.

Second, never invest a single penny in an industry you've never worked in. Don't pick up calls from unknown numbers or people you haven't talked to in a long time.

Third, keep your mouth shut at all times. Never reveal your current situation or total assets to anyone.

Fourth, allocate 30% into industry-leading blue-chip stocks, 30% into government bonds, 30% into demand deposits for emergencies, and keep the remaining 10% for daily living expenses.

Fifth, stay far away from attractive members of the opposite sex.

[Zoe @zuiowqeys]

When everyone believes a gain is guaranteed, the Grim Reaper has already wiped the blood clean off his sickle.

[Zoe @zuiowqeys]

What truly transcends economic cycles are always replicable products, efficiency, and innovation, not relationships.

[Zoe @zuiowqeys]

Let us talk about the subtle undercurrents in the current market.

On the surface bitcoin:native is consolidating tightly below 65k acting like dead water but the on chain data and exchange chip distribution are getting very interesting.

Chip shift: Retail investors are selling under pressure due to recent hardware wallet drama and market swings while large holders in the 10 to 10k BTC tier have quietly accumulated over 20k coins this past week.

Institutional recovery: US spot Bitcoin ETFs posted their best weekly performance since April clawing back over 750 million dollars in a single week.

Ancient whales waking up: We even saw a 2011 ancient wallet wake up moving tens of millions to institutional custody with zero dumping signs so far pointing to OTC deals or asset reallocation.

The conclusion is simple. Macro is stuck in the September rate cut expectation and regulation vacuum cleaner window but institutions are voting with their feet and their accumulation logic remains unchanged. Trust the on chain data not the emotions.

[Zoe @zuiowqeys]

Everyone is laughing at Morgan Stanley for being hypocritical, but the signal I read is that traditional capital is aggressively scooping up crypto native infrastructure under the compliance umbrella. They didn't just blow up their CRCL bag, they stacked BTC and ETH spot ETFs at the same time. Compliant assets like Ethereum and stablecoin issuers have officially become must have core holdings for Wall Street giants

[憨厚的麦总 @Michael_Liu93]

还记得前几天Morgan Stanley大摩把crcl的目标价调到38块吗？

然后这逼干了什么事呢？

把crcl持仓从146万股增加了快6倍买到了832万股，一下买了将近5亿美金的持仓。

华尔街投研团队已经成了找流动性的部门了，这帮狗操的说的话真的要完全反正听🤡

[Zoe @zuiowqeys]

US stocks hit all time highs while BTC stays completely frozen. Crypto liquidity is eating itself alive. Sellers are completely wiping out the buy depth. This endless sideways bleed is a classic bull trap

[子棋UVDAO @BTC521]

7月CPI和PPI都偏温和，美股继续走强，标普创新高，纳指上涨约0.8%，MU、SNDK等AI硬件股也在涨。

bitcoin:native 却还困在6.2万-6.6万美元，成交量和波动率持续走低。

这说明问题已经不全在宏观，而在币圈内部。

ETF资金确实在买，但矿工、企业持仓和套牢盘也在卖，结果就是有人承接，却始终推不动价格。

接下来我只看几个位置：

6.3万美元是箱体防线，失守就要防止继续下探。
重新站稳6.45万至6.5万美元，短线才算转强。
放量突破6.6万美元，同时ETF恢复流入，才有资格谈趋势反转。

现在我不急着猜底。

2018年的6000美元和2022年的20000美元，都曾经横盘很久，让人误以为风险已经过去，最后伤人的往往不是大跌，而是横盘制造出来的安全感。