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早上刷链上看乐了。
有个巨鲸卖了410个BTC，去DEX换了1.4万个ETH。差不多同一时间，以太坊基金会那边的老钱包又往Kraken送了4000多个ETH。
基金会这个钱包说实话不用太当回事，十年前拿的币，658刀的时候就在往交易所搬了，人家压根不care价格。
巨鲸拿BTC换ETH这个就有意思多了，量不小，还是链上直接扫的。这两天我会多盯一下ETH/BTC。看到“机构布局”，就当成一群大资金陪自己死扛，很容易吃亏。
CME之前就介绍过比特币的现金套利：利用现货和期货的价差做交易。持有现货或现货ETF，同时在期货端开空，是一种常见组合。买入记录是真的，但整套交易未必是单边看涨。
这不能证明近期所有ETF资金都在做套利，也解释不了每一次下跌。只是提醒，看到买入这一半，就给机构补上“坚定看多”的另一半，证据不够。
长期配置的、做价差的、提供流动性的，目的不同，退出条件也完全不一样。有人能等几年，有人价差一收窄就平仓。都叫成“机构”，听起来阵容大，却看不清钱能留多久。
我对BTC长期逻辑仍有兴趣，但要解释承压，还得看现货真实需求、对冲和存量持仓的调整，不能只拿一张买入榜当答案。
最难受的是，你以为找到了长期同伴，对方早就写好了退出条件，价格回落时甚至有另一笔仓位在帮他对冲。
#机构持续布局，BTC为何仍承压10.12二饼公开丝路
$ETH 哆单丝路
入场区间：回踩2530附近轻哆
止笋防守：2510附近（布林带下轨跌破后执行planB⬇️）
芷莹分档
第一芷莹：2560附近（触及布林带上轨）
第二芷莹：2590下方（均线下方位置）
第三芷莹：2600附近
长期目标：2630附近
操作因素：价格反弹站上布林上轨2551上方，布林带开口向上打开，近期反弹伴随温和放量，资金进场承接力度尚可，但量价并未出现爆发式增量，说明哆头还未形成绝对强势，上方2590附近容易形成抛压，在此位置执行planB。
planB
突破2580、跌破哆单2510止笋或未到哆单入场区间可操作箜单
入场区间：等待突破2580-2560上方
止笋防守：2600
芷莹分档
第一芷莹：2530附近
第二芷莹：2510附近（下轨支撑）
第三芷莹：2480下方
长期目标：2460下方
#CPI与PPI公布在即，加息预期迎考验
#俄乌或达成“能源停火”协议，进展待确认 W从0.017拉到0.0286，三天多翻了个倍，这种直线拉升看着就吓人，但更值得琢磨的是，钱到底在抢什么。
先说盘面：欧易现货现价0.02825、24h涨28%，24h最低0.01697、最高0.02862，从低点一波拉了近七成；成交额941万USDT，市值1.84亿美元，中盘偏薄，这种走法不需要多大资金就能推起来。
这波没有今天的新公告，更多是资金和叙事在共振：现货净流入连续为正，买盘从11号晚上就开始进场，0.0148附近磨了几个小时突然发力；叙事上Wormhole这阵子存在感强，HYPE借它做多链转移、SHIB也借Sunrise进了Solana，跨链采用的故事一直在给板块续命。
但必须泼盆冷水：RSI冲到82，价格早把布林上轨甩在身后，24h额不到千万U对1.8亿市值换手不算高，消息真空期里这种走法本质是情绪博弈，最怕利好没等到、先来一根获利了结的阴线。
盯两个位置：放量站稳0.0286能继续嗨，回踩0.0264到MA5的0.0255一带是正常的歇脚。高贝塔票，别追在情绪最高点，DYOR，非投资建议。
$W #Wormhole #跨链$STRK 靠吹量子比特币拉情绪，量子连边都没摸到，就一大忽悠Semiconductor equipment demand often signals the health of the broader technology cycle, and a major supplier's quarterly report can ripple through risk assets including digital tokens. The transmission to crypto liquidity and sentiment is indirect but persistent. Strong orders for advanced lithography tools can suggest robust capital expenditure in the tech sector, which historically supports investor appetite for growth-oriented assets. In a bull scenario, positive results could reinforce a na4-hour long-short ratio slightly favors longs, yet short positions suffer a nuclear-level massacre? The truth behind the dual long-short slaughter of BTC/ETH/HYPE
HYPE, BTC, and ETH all slightly favor longs, but the long-short gap is minimal (3%-8%), indicating the market is in a typical "balanced game + high volatility shakeout" state.
Core long-short ratio breakdown (4-hour cycle)
HYPE: The most tightly contested long-short, with OKX showing a clear long bias
Overall: Long 51.5% / Short 48.5%; OKX: Long 53.4% / Short 46.6%. No extreme altcoin sentiment; OKX longs slightly dominate.
BTC: Evenly split, a tug-of-war between whales and retail traders
Overall: Long 51.3% / Short 48.7%; OKX: Long 51.6% / Short 48.4%. The difference is only 2.6%-3.2%, matching the scenario of "Big Brother Maji's 600 million short position floating loss" versus retail longs.
ETH: Strongest long bias, shorts have been bloodied
Overall: Long 52.4% / Short 47.6%; OKX: Long 54.2% / Short 45.8%. Coupled with the previous 12-hour short liquidation (ETH shorts liquidated 25.25 million), remaining longs also face volatility tests.
The underlying logic of "slightly favoring longs" yet "short positions dying violently"
Long-short ratio ≠ profit-loss ratio. The proportion of long and short participants is balanced, but short positions (such as 10-50x high leverage) trigger chain liquidations with slight upward moves; meanwhile, OKX longs are more aggressive (all three assets higher than overall), and short-term (1-hour) longs also face instant liquidations.Don't rush to chase the rally; the easiest time to lose money in the crypto space is often when you think you finally understand the market.
What you really need to watch isn't how much Bitcoin has risen, but whether this surge is driven by real capital entering the market or shorts being forced to cover, artificially pushing the price up.
Watch the direction of big BTC, and watch whether ETH has the capital willingness to follow. If BTC moves up but ETH lags behind and altcoins show no profit effect, don't rush to call a bull market; conversely, if BTC holds steady and ETH rallies with volume, then market sentiment has a real chance to warm up.
One more very important point: the more everyone thinks the market will rise, the more you need to guard against a sudden reversal. Those chasing highs fear pullbacks, shorts fear a short squeeze, and the market loves to punish those who think the market is already decided.
The real test this week is the US CPI and PPI. Latest market reports show BTC oscillating around $83,000, ETH hovering near $2,500; in the previous week, BTC and ETH spot ETF funds saw significant outflows, with ETH ETFs experiencing net outflows for 9 consecutive trading days. The inflation data on Wednesday and Thursday could be the trigger for the next market move.
Next, watch three signals: whether BTC can hold $80,000, whether ETH can rally with volume, and whether ETF funds flow back in. Don't bottom-fish just because of a drop, and don't chase longs just because of a rebound. First see what evidence the market provides, then decide which side to take. $BTC 多头赚的钱，就是空头亏的
$BTC 多头仓位18.4亿，浮盈3890万，同期空头亏了2000万。
怎么看：这两笔不是各自赚的，一边赚的就是另一边亏的。多头浮盈3890万，空头亏2000万，中间1890万的差是手续费和未平仓部分。
谁在挂单：近期卖出1169万，买入785万，卖单多出384万。涨是涨了，但主动卖的人一直没停。
$ETH 也一样，卖出1082万，买入783万。
长期拿着看到的是浮盈，不是落袋的钱。要兑现，得有人在高位接，接不住，3890万就只是屏幕上的数字。
#机构布局BTC为何承压 #交易之声 $BTC $ETHIs the rebound just a flash in the pan? CPI is about to provide the answer
Gold prices stabilized and rebounded from the low of 4066, reaching a high of 4207. This rally is a recovery after an oversell, not a trend reversal. This rebound benefited from weaker non-farm payroll data, the market lowering Fed rate hike expectations, and geopolitical risk aversion support.
The key variable ahead is the September CPI. If inflation is lower than expected, U.S. Treasury yields and the dollar will weaken, and the bulls' counterattack is likely to continue; if inflation exceeds expectations, rate hike expectations will heat up, and this rebound could easily face resistance and fall back.
In the long term, global central banks' continued gold purchases form a bottom support, but it is difficult to hedge against short-term rate disturbances caused by CPI.
Focus on the 4210-4220 resistance level and 4148 as the short-term bull-bear dividing line. Volatility will increase before the data release, so avoid blindly chasing the rally and prioritize risk control.🚨 The crypto market is experiencing a split trend! What truly matters is not just the price swings, but who is attracting the capital.
On the surface, BTC, ETH, and SOL show little volatility, but the internal capital logic of the market has changed. Some are betting on long-term value, while others just want to seize short-term opportunities. Who can outperform the market next may hinge on the rhythm of capital rotation.
🔥 $BTC: The long-term story is becoming more complete, but short-term challenges remain
The integration of traditional finance and crypto markets is still progressing, and the development of compliant trading infrastructure offers new possibilities for BTC's long-term market positioning. However, note that positive news does not equal immediate price increases. When incremental capital is insufficient, even the best long-term narratives may take time to reflect in the price.
⚡ $ETH: Technology continues to evolve, but the market is still waiting for a catalyst
ETH currently faces a key issue—not just price stagnation, but a lack of a strong independent narrative to attract new capital. Without ecosystem growth, capital inflows, or major events working together, short-term trends may still be influenced by overall market sentiment.
🎯 $SOL: High elasticity means opportunity, but also greater volatility
Compared to simply waiting for trends, SOL is more likely to attract short-term capital attention. But the faster the capital rotation, the higher the risk of chasing rallies. What truly matters is not catching every rise, but having a trading plan in advance, managing position sizes, and knowing when to exit.
📊 Next, what the market really needs to watch is wha The peak of the last bull market was $69,000, and this round reached as high as $126,000, an increase of about 80%. Judging by this trend, even if the next round can still rise by 70%, it would already be quite good. After all, the gains in each bull market are gradually narrowing. Calculating by this ratio, 126,000 × 1.7 = $214,200, which can basically be regarded as the theoretical upper limit for the next round. Of course, personally, I even think BTC may not break through $200,000 in the next round. So, it's not that I am not optimistic about Bitcoin, but from the current price, the future upside and the risks to bear do not seem to match that well. Unless you can buy in at a low of $40,000–$50,000, entering now at $80,000 and holding for four years until selling at $200,000 would yield only about a 150% return. Considering the volatility and uncertainty over such a long period, this investment is not as attractive as one might imagine. On the other hand, if you hold 80 shares of CRCL, do you think it has more potential to rise to $200? Even a future surge to $2,000 is not entirely impossible. So, from another perspective: can you still easily imagine BTC rising to $2 million each now? This is my current view on BTC. At this stage, Bitcoin may be more suitable for traders using more than 20x leverage, betting on short-term long or short directions. But as账户仓位分歧雷达｜近15分钟
$MAGIC 分歧收窄主要来自账户空方占比回落。持仓空方占比仅略升至47.8%；账户仍偏空、仓位仍偏多。#Ledger调查新进展：失窃暂集中单一渠道
帮主有话说
Ledger最新调查出来了，失窃案例主要集中在东南亚经销商CryptoBilis，官方直销渠道暂未发现被入侵。但又有欧洲用户报告，从当地授权经销商买的设备也发现可疑组件。
硬件钱包最危险的不是设备本身，是渠道。你从哪买的，比买什么牌子更重要。一台被动过手脚的Ledger，初始化时就可能泄露助记词，第三方估算损失已超8600万美元，这还只是已知的。
所以买硬件钱包一定要走官方渠道。收到后检查包装是否完好，助记词必须由设备自己生成，千万别用预置的。如果来源存疑，尽快把资产迁到新钱包。
我手里 $BTC 多单83000和空单86500还在，对冲着，仓位不重。CPI前不押单边，多单止损81500，目标86000，空单止损87500，目标84500-85000。哪边先到先减哪边。
链上安全最终靠自己，私钥不泄露比什么都强。单子记得带止损，不扛单。
$BTC $ETH $STRKAfter a rapid decline, ETH has seen a strong short-term rebound and is now trying to reclaim some of the previously lost space. However, the rebound has not continued to expand. After rebounding from $2473 to $2554, it encountered resistance and has now fallen back to around $2536, with bulls and bears still vying for control. 🔍 **Short-term Market Analysis** Currently, the MA5, MA10, and MA20 moving averages are concentrated in the $2510–$2520 range and are gradually diverging upward, with prices regaining the short-term moving average, indicating signs of short-term stabilization. 📌 **Key price levels to watch:** - **First support: $2512** — The 1-hour Supertrend trendline is an important reference for judging whether the short-term rebound can continue. - **Key Support: $2504** — If this level holds, there is still a chance for further short-term oscillation and recovery. - **Resistance Above: $2541** — Short-term resistance near the current price; effective breakout is needed to open further upside. - **Strong Breakout Level: $2554** — Previous rebound high; if it breaks through with increased volume and holds firm, it will be more favorable for the market to continue moving upward. 🎯 **Trading Strategy** Currently, ETH is trading near $2536; blindly chasing high prices just because of a short-term rebound is not recommended. Existing positions can focus on the support areas of $2512 and $2504. Under the premise that support is effective,Real trading day 182, today I traded the altcoin $RVN, which was a short position following the trend.
This $RVN altcoin trade had a maximum floating profit of about 15 points, but since I planned to hold it longer, I set a stop loss and then left it alone.
My entry price was 0.001846; this level had been declining for a long time, and the short-term cycle was consolidating, so I shorted.
The stop loss was also set at a resistance level, but unfortunately it was triggered. Now $RVN has dropped again after hitting the stop loss; just a bit of bad luck.
#CPI and PPI announcements are imminent, interest rate hike expectations face a test
#Russia and Ukraine may reach an "energy ceasefire" agreement, progress pending confirmation Bitcoin and Ethereum do not necessarily follow the same market logic every time.
If BTC continues to rise while ETH shows weakness, it indicates that market funds may still be more inclined towards Bitcoin.
However, if both BTC and ETH rise simultaneously, and ETH's gains begin to surpass BTC's, the signal released is different. This may mean that the market's risk appetite is expanding, and funds are no longer focused solely on Bitcoin but are starting to spread to Ethereum and other mainstream assets.
Of course, the performance of just one trading session is not enough to confirm that a trend has formed. But this change is worth continuous observation and should not be easily ignored.
What truly matters is not just whether BTC and ETH are rising, but which one is rising stronger and what changes are occurring in fund preferences. 10.12｜BTC and ETH Early Session Thoughts
Today's plan is very clear: focus on shorting after Monday's rally; if there's no volume to reclaim, don't chase longs.
$BTC is currently around 83,800, having hovered near 83,000 over the weekend, then pulled up to 84,200 during the Asian session. But it didn't even touch 86,000's wick; funding rates are slowly falling, and longs are chasing again. In this kind of market, if no one picks up during the US session, a pullback is likely.
$ETH is around 2,540, following the same rhythm as BTC. It rebounded from 2,490 over the weekend to 2,555, but couldn't hold 2,580 either.
This week's variable is Wednesday's CPI. The minutes already indicated another rate hike is appropriate this year, and Michigan inflation expectations are still rising. If CPI is hot, US Treasury yields will rise again, and BTC could retest 80,400 or even 79,000 at any time.
Strategy:
BTC: Short in the 84,500-86,000 range, target 80,400-79,000
ETH: Short in the 2,560-2,620 range, target 2,450-2,400
If BTC breaks above 86,000 with volume, invalidate shorts immediately; don't stubbornly hold.
Trading isn't about guessing ups or downs; it's about planning what to do if it rises, what to do if it falls, and recognizing mistakes. Think clearly before acting.
What do you think will happen after the CPI release? Will BTC first drop to 79,000 or directly reclaim 86,000?Institutions are buying aggressively, but the price just won't rise.
Last week, Strive spent $169 million to buy 2,000 $BTC at an average price of $84,422, bringing their total holdings to 29,462 coins. Morgan Stanley's total holdings rose to 10,600 coins. Whales increased their holdings by about 15,000 $BTC within 72 hours, all holding onto their chips.
But the price just isn't going up.
⭕️ The 10-year US Treasury yield remains around 5.3%, which naturally disadvantages cash-flow-free assets like BTC.
⭕️ ETFs are withdrawing. This week, Bitcoin spot ETFs saw a cumulative net outflow of $678.9 million.
⭕️ Hedging is offsetting buying pressure. While institutions buy spot, futures are being hedged. Spot selling pressure and futures hedging are simultaneously consuming buying power.
So BTC is stuck in a tug-of-war around $83,000.
Institutions are indeed buying, and selling pressure is also real.
Next, we will watch the CPI on October 14 and see if ETF fund flows can turn positive again.
#InstitutionsKeepBuildingPositions, WhyIsBTCStillUnderPressure?
#CPIandPPIUpcoming, InterestRateHikeExpectationsFaceTest I'm serious about writing posts. Setting off again today.
Still starting with BTC. BTC is like a box of chocolates; before opening, you don't know its shape. When opened, the wonderful patterns and overflowing aroma instantly intoxicate you, but initially, it tastes bitter and sour. Only by slowly savoring it does that rich sweetness truly belong to me.
BTC's price yesterday started around 82900, first hovering around 83000 for 20 hours, then in the last 4 hours before the day ended, it directly surged to around 83900. Up to now, it remains at this golden price. It sweetened my whole night. Looking ahead, I expect it to fluctuate around 83500, preferably without rising too much. The reason will be explained later.
The biggest news catalyst for last night's rise was probably Trump's announcement of the Russia-Ukraine energy ceasefire agreement. This directly determines energy prices and makes the subsequent CPI data look better. Would you say that's important?
I entered my BTC long position at 82900, with the initial target set near the resistance level at 82850 for profit-taking. I executed this and repeatedly emphasized it in the post. I've attached the chart for everyone to reference the thought process.
From BTC entry to exit, I believe the real importance is not how much we earned on this trade, but whether we made a logical plan and had the internal discipline to execute it accordingly. At seven in the morning, the outside was already completely bright. The footsteps of morning runners came from downstairs, and the smell of cooking oil from the breakfast stall drifted into the room. This was a new day full of hope for others, but I had already stayed up several nights in a row. The room was dead silent; I curled up in front of the computer, staring at the string of red and green flashing numbers, like watching fireworks that had nothing to do with me. #Russia-Ukraine may reach an "energy ceasefire" agreement, progress to be confirmed
$GRASS: [Bleeding frenzy, remnants of life]
Opening price 0.08423, current price 0.087000.
Main position, unrealized profit 1,507.77U, ROI 58.55%.
Grass earned over 1500U, enough to have a comprehensive critical illness screening at a top private hospital. But looking at this 1500+ U, I can't even shed a tear. It rose nearly 30% in 24 hours, on-chain whales are still rushing in, and 8 hours ago someone spent 1.7 million U to buy 780,000 tokens. But what about my position? I don't even have the courage to add to it. It's called "Grass," and I am like a blade of grass. Wherever the wind blows, I fall. I dare not spend the money I earned, dare not admit the losses, stay up late until my heart races, and still pretend I am "investing," "changing my fate."
$BTC: [Cold trump card, full of wounds]
Opening price 81,743.6, current price 83,852.67.
Main position, unrealized profit 662.84U, ROI 46.78%.
Bitcoin is as steady as Mount Tai, with a defense line far below at 63,538; it is the strongest fortress in the account. But no matter how steady it is, it can't steady my insomnia at 4 a.m. The person locked inside the fortress is already full of wounds.
$ETH: [Faith buried, devastated]
Opening price 2,474.81, current price 2,552.22.
Main position, unrealized profit 310.57U, ROI 48.66%.
Ethereum earned over 300U. It used to be my faith in this market; I thought it could take me away from mediocrity and achieve freedom. But the young person who once believed "Ethereum will change the world" has been worn down bit by bit through countless sleepless nights.
#TSMC Q3 revenue hits record high, what to watch in the October 15 earnings report?
The account is in the red, but the person is gray.
I calculated that these three positions together have an unrealized profit of over 2,000U. But when I stare at GRASS's straight line surging upward, my hands tremble and my heart is empty. I know these numbers can disappear at any time. Just one needle, one injection, one sudden plunge, and they will vanish as if they never existed. And I will, like countless nights before, continue to sit in front of the screen, waiting for it to come back.
I pushed my chair back and stood up. My legs were numb, my eyes sore, and my stomach empty and uneasy. Those morning runners outside will finish running and go to work, meet friends, or have a warm breakfast. But I don't even have the strength to open the curtains.
I stared at the screen for a long time, then clicked the mouse once. I neither closed my position nor added to it. I just closed the computer. Then I picked up my phone and sent a message to a friend I hadn't contacted for a long time: "How have you been lately?" After sending it, I stood up, walked to the window, and pulled open the curtains.
The sunlight was dazzling. I squinted and stood there for a long time.
An unrealized profit of 2,000U can't buy back the life I burned away. No matter how steady Bitcoin is, it can't steady my broken life. The frenzy of Grass can't buy back my roots. No trades today. Today, I will sleep first. Today, I will just be a person.
#CPI and PPI announcements are imminent, interest rate hike expectations face tests #Last week, Bitcoin spot ETFs saw a net outflow of $681.1 million, and Solana ETFs also experienced an outflow of $24.8 million.
However, due to the significant difference in the overall scale of the two types of ETFs, simply comparing the outflow amounts does not directly indicate which side is under greater financial pressure.
What truly deserves attention next is when the funds will flow back and whether the pace of the return is consistent.
If BTC and SOL both see a capital rebound simultaneously, it suggests that market demand may be recovering overall; but if Bitcoin recovers inflows first while Solana continues to experience outflows, it may reflect that funds still prefer to allocate to BTC.
The data on fund outflows is only about the past; the subsequent direction of funds is the key. Whether Bitcoin can stabilize first and whether Solana can catch up are changes worth continuous observation. Last night, after 11 o'clock, I came across two pieces of news. After reading them, I turned off my computer and went to sleep peacefully. First: Trump announced that the Russia-Ukraine energy ceasefire agreement was effective immediately, and neither side could damage each other's energy infrastructure. Second: U.S. Treasury Secretary Bescent said it would take "absolute isolation action" against Iran. Iran has lost 85% to 90% of its missile and drone manufacturing capacity, and gasoline queues take 3 to 4 hours. Trump expects no military conflict before the midterm elections. Many people's first reaction upon seeing these two pieces of news is, "Oh, geopolitical easing is good, good for risk assets." But I think most people don't realize the true weight of these two pieces of news—they're not just simple "positive news," but rather dismantling the root cause of this BTC crash. Let me break down how this crash started. Let's rewind to a week ago. The situation in Iran suddenly became tense, with the US military increasing its troops in the Middle East, and the market began pricing in "the US is going to attack Iran." If Iran is attacked, the Strait of Hormuz could be blocked, and 20% of the world's oil shipments pass through there. Brent crude soared from 95% to 105, hitting a new high. As oil prices rose, inflation expectations rose. The Fed just raised rates by 25 basis points in September, and the new chairman, Warsh, made his hawkish debut, and the market was already worried about rate hikes. After oil prices broke 105, the probability of a rate hike in October once surged above 60%. US Treasury yields began to soar, with the 10-year yield rising from 5.3% all the way to 5.73%, the highest since 2007. The 30-year yield fell below 5.5%. US Treasury yields soaredSomeone sold 410 BTC and converted it all into ETH
He sold 410 BTC on Hyp, worth $34.16 million. Then he immediately bought 14,341 ETH on DEX, worth $36.14 million.
The money from selling BTC was almost entirely poured into ETH.
This is not an ordinary portfolio shift; it’s a directional bet.
By selling BTC to buy ETH, he is essentially betting that ETH will outperform BTC going forward. Currently, the ETH/BTC rate is around 0.03, at a historical low range, and he is betting this rate will rebound.
Recently, BTC dropped from 86,000, and ETH also fell, but ETH’s decline was relatively smaller. Some are betting ETH will stabilize before BTC, while others think this is just a normal rotation after BTC’s heavy drop.
Whether he bet correctly or not, only time will tell. But the portfolio shift of 410 BTC at least shows he believes ETH offers better value than BTC right now.
What do you think? Can ETH outperform BTC this time? Let’s discuss in the comments.
The above is based on on-chain data compilation and does not constitute any trading advice.
$BTC $ETH $GRASS This position feels like a good opportunity to lightly short, current price 0.85, 24h +25%. Just broke through the previous high of 0.819, the only resistance above is 0.90. There's some short-term pumping, waiting for a pullback to 0.84~0.85. If it breaks below 0.83, this phase is over.10:30 AM, the sunlight outside the window is brilliant, and the plaza in the community carries the sun-dried scent of the neighbor auntie's bedding. From downstairs, the faint sound of office workers making business calls can be heard. This is the most vibrant moment in the entire world. Meanwhile, I have drawn the heavy blackout curtains in my room, and the air is so stale it turns sour.
$DOGE: [Gorgeous numbers, remnants of life]
Opening price 0.08423, current price 0.086994.
Main position, unrealized profit 1,632.43U, ROI 63.22%.
The dog really went crazy, earning over 1600U. I could have used this money to buy my favorite sneakers or enjoy a top-tier buffet.
$BTC: [Cold armor, imprisoning cage]
Opening price 81,743.6, current price 83,919.6.
Main position, unrealized profit 736.79U, ROI 51.86%.
The big coin’s defense line is far at 62,894, perfectly secure. It is the armor of my account but the cage of my real life.
$ETH: [Martyrdom faith, scarred and battered]
Opening price 2,474.81, current price 2,553.35.
Main position, unrealized profit 395.16U, ROI 61.51%.
Ether earned nearly 400U. Once, it was my faith, the light I thought could lead me out of mediocrity.
#CPI and PPI announcements imminent, interest rate hike expectations face test
#Russia-Ukraine may reach "energy ceasefire" agreement, progress pending confirmation
#Gold ETF sets record inflows, high interest rates still suppress gold prices Beware of dumping after the pump! Sonic coin at 0.06 is already a high level! $S Sonic token surged from $0.037 to above $0.06, an increase of over 60%, but this price has no fundamental support at all. Look at the real on-chain data. Sonic's total daily on-chain fee income is only about $75, with an annualized income of about $27,000, while the token's market cap is as high as $160 million. To support the current valuation, on-chain income needs to grow 200 to 350 times. This is not just an overvaluation; it's an absurd valuation. TVL tells the story even more clearly. Sonic's total locked value plummeted from the peak of $1.14 billion in May 2025 to about $33.85 million currently, a drop of over 97%. When a chain's locked capital is almost zero, it means users and funds are voting with their feet. The team is also disintegrating. In June 2026, three founding directors, including Andre Cronje, simultaneously resigned from the Sonic Labs board. In his resignation statement, Cronje clearly distanced himself, stating he was never involved in token economics, migration, or airdrop decisions, and that his strategic focus has shifted to the new project Flying Tulip. The most alarming is the capital flow. During this recent pump, real-time data shows about 9.36 million S tokens have been sold, indicating clear selling pressure near resistance levels. Who is pumping, who is selling—the answer is obvious. Market maker Wintermute, after ending cooperation, sold about$TRX TRX: 0.33 TRON, the least flashy yet the most stable?
TRX is at $0.3305 today, down 0.08% in 24h, down 1.55% in 7 days — almost no drop in the entire market. This is TRX's temperament: not sexy, no big hits, but small drawdowns.
TRON's logic is very straightforward: USDT transfers, Southeast Asia/Latin America payments, low-fee transfers, stablecoin settlement network. Today USDT still has a market cap of 184B and a daily volume of 36B; TRON is one of the old pipelines for stablecoin liquidity.
Price zones:
0.32–0.33: long-term sideways range
0.35–0.38: previous highs
Below 0.30: stablecoin demand retreats
TRX is not for getting rich quick, but to ensure your "altcoin holdings don't all die."
Today fear and greed index is 57, TRX barely moves. When BTC falls, it falls a little; when BTC rises, it rises a little. Many find it boring, but assets that survive from 2022 to 2026 are rare; many "high-performance new chains" didn't make it. #CPI and PPI announcements coming, interest rate hike expectations face tests #Institutions keep positioning, why does BTC remain under pressure? $TRX BTC is leaning towards a rebound this week, focusing on the dual catalysts of US-Russia energy trades and CPI
Currently, BTC's trend this week is optimistic, with a target first around $87,000. If it can break through, then attention shifts to $90,000.
One notable change to watch is the news related to US-Russia energy trades and the Russia-Ukraine energy ceasefire. If energy supply expectations improve and oil price pressure eases, market concerns about inflation rebound may cool down. This is favorable for the sentiment recovery of risk assets.
Looking at BTC itself.
After the last round of decline, the price has climbed back above $82,000 and rebounded to around $83,000. I tend to interpret the current trend as a recovery after the drop, rather than directly judging that a new round of decline has started.
The US CPI released this Wednesday may become a catalyst for the market to further choose its direction. If BTC can hold above $82,000 and there is no obvious reversal in energy news, then the probability of continued upward recovery this week is more worth attention.
This week's outlook: short-term bullish, first target $87,000, then $90,000; if $82,000 is effectively broken down, this judgment needs to be reassessed.
#CPI and PPI releases are imminent, interest rate hike expectations face a test
#Russia-Ukraine may reach an "energy ceasefire" agreement, progress to be confirmed
#Russia relaxes diesel exports, Hormuz risk still supports oil prices During the dot-com bubble, Amazon's stock price shrank by 95%, just one step away from bankruptcy.
Now, its market value has surpassed $2.7 trillion.When the coin price drops, the most common phrase that pops up is: buy a little more to lower the cost.
Old Wang thinks that before placing an order, you should first ask yourself: if I don't own a single coin right now, would I still want to buy it?
If the answer is just "I've already lost money and feel reluctant to give up," then the reason for adding to the position needs to be reconsidered.
Before adding to your position, look at three things:
① Does the original reason for buying still hold?
② After increasing the position, will this coin's proportion of the total funds be too high?
③ If the price keeps falling, will the arrangement of the remaining funds be affected?
Lowering the cost means more money invested, but the risk doesn't necessarily decrease.
Adding to your position requires a new judgment; you can't rely solely on old reluctance.#CPI与PPI公布在即，加息预期迎考验 $BTC $ETH $SOL
问：现在市场到底算不算反转？
答：还不算。更准确地说，这是急跌后的修复行情进入整理确认阶段。资金情绪比前一阵好，愿意试错，但趋势反转需要更多证据。现在只能定义为“回暖”，不是“换挡”。
问：BTC的关键在哪？
答：九万。这个整数位上方并不轻松，前期被套的人和这轮抢反弹的人都会在那里考虑兑现。因此，价格第一次靠近未必能顺利通过。真正的信号是放量突破后，还能连续收在九万之上；若做不到，就仍按超跌修复看待，后面要留意85000附近有没有承接。
问：ETH和SOL呢？
答：ETH从2600回到2780，短线重心确实上移，但之前跌破的重要区间没有完全收复，所以反转条件不够。短线用2880和2680当标尺：2880过不去，偏弱震荡；2680失守，2600可能再被测试
问：那操作上怎么办
答：BTC不抢跑，等站稳90000后再考虑；ETH不预设方向，盯2880和2680的反应；SOL暂时观望。中期结构没破坏前，可以保留偏多预期，但看多不等于每根阳线都追。
一句话总结：先确认，再跟随；关键位不破，不急着把反弹当反转。Colend (Core chain lending protocol) current status 1. The contract has not been shut down, on-chain contracts still exist, and the frontend web can still be opened, but the business has basically "essentially stalled," with activity almost zero. - March 2026: The CORE token price crash triggered a large-scale chain liquidation, severely damaging the entire protocol. Although the official statement stated that the protocol code itself was not hacked and caused by market leverage liquidation, with no bad debts, liquidity was severely destroyed. - Currently, TVL is only a few million USD, with the vast majority of collateral assets being CORE/stCORE; Stablecoin and BTC liquidity are almost exhausted. - Almost no assets can be lent: even if collateral is deposited, the lending pool has no usable liquidity; Ordinary users can only make deposits, and lending functions are basically unavailable. 2. CLND token situation - CLND tokens are still listed on exchanges, but trading volume is extremely low, depth is poor, and the price has dropped significantly from its peak. - Colend's official social media update frequency has greatly decreased, and large-scale incentive activities are no longer conducted. 3. Key reminder for existing users - The contract is not frozen; you can withdraw your deposited collateral assets, but you must manually redeem and withdraw them from the app; Do not continue to deposit new funds in the contract. - The protocol has experienced extreme liquidation events; the collateral is highly volatile CORE, and leverage risk is extremely high. Brief summary ✅: The contract technology has neither run nor shut down; it remains accessible and can be withdrawn ❌The "$S Sonic (S)" "blank trap" operation has left clear on-chain traces.
A public chain with a daily fee income of only $75 had its token market value once pushed up to $1.03, with a market cap exceeding $1 billion. This valuation itself was a carefully designed trap—pulling the price to a high level through narrative and incentives without any real revenue support.
What followed played out according to the standard script. TVL plummeted from $1.14 billion to $20 million, evaporating 98%. Three founding directors, including the most well-known Andre Cronje, resigned simultaneously on June 19, 2026. In his resignation statement, Cronje deliberately distanced himself, stating he "never" participated in token economics, migration, or airdrop decisions. Market maker Wintermute sold about $857,000 worth of S tokens within 24 hours after the cooperation ended.
The most ironic part is that Sonic locked 75% of the airdropped tokens in NFTs for 270 days, with early redemption requiring a burn penalty of up to 66%. This is not an airdrop; it locks users' assets in a downward channel, ensuring the project team has enough time to complete the sell-off.
When a chain's core builders collectively leave, market makers withdraw, TVL drops to zero, and daily income is only $75, its only "use" left is to complete the final sell-off before going to zero.$STRK
STRK is still surging, but does the cooling off in gains signal the end of the trend?
This morning's 24-hour spot observation window: range 0.10183—0.12687 USDT, change +16.25%, trading volume approximately 74.35 million USDT.
The window's return has slowed compared to yesterday, but the observation range has shifted upward. Momentum cooling and price range increase can occur simultaneously. Strength should not be judged solely by percentage, nor should rising prices be taken as proof that application revenue has been realized.
If the 0.12687 peak fails and subsequent lows continue to decline, be cautious of increased supply; if the pullback maintains the new range with genuine demand following, then the upward continuation is reinforced. Cooling off itself is not evidence of a reversal.#BTC Highlights:
Retracement realized, judgment was correct. Entered at 60,000, exited at 88,000, shorted at 86,200, covered and added to short at 80,600.
Next target is 94,000.
The key is whether 86K can turn into support. Sei is a high-performance L1 public chain focused on trading, positioned specifically for order book DEXs, contract trading, and high-frequency on-chain trading, directly competing with Sui, Aptos, and Solana. ✅ Highlights (bullish logic) 1. Differentiated positioning: Not an all-powerful public chain, focusing on on-chain trading. Native parallel execution and fast endgame—originally Twin-Turbo consensus, now fully pushing for a major upgrade of Sei Giga, targeting 200,000 TPS and 250ms endgame, and adding a Sedna privacy transaction layer to resist MEV and attract institutional-level on-chain transaction demand. 2. Architecture Transformation (SIP-3): Shifting from Cosmos SDK to a pure EVM chain, disabling CosmWasm and shutting down IBC cross-chain. Advantages: Ethereum developers can migrate directly, Solidity contracts can be deployed with one click, and the development threshold is low; Disadvantages: Completely detached from the Cosmos ecosystem, losing the original IBC assets and Cosmos community foundation. 3. Clear ecosystem direction: Focus on order book DEX, perpetual contracts, RWA, prediction markets (previously cooperated with Kalshi), oracles like Chainlink and Pyth have already been integrated, suitable for latency-sensitive trading DeFi. 4. Strong institutional financing background Early funding lineup is good; the track narrative is easily hyped by capital during bull markets, but very flexible when crypto is strong. ⚠️ Core risks (also the biggest constraints on prospects).🚨 Contract funds are simultaneously flowing back and retreating, who is secretly positioning?
Let me tell you, the capital flow of the four major mainstream coins has already shown obvious divergence!
🔴 $BTC: 24-hour net inflow +$604 million, but net outflow of -$109 million in the last hour, and a net outflow of -$4.731 billion in the last 30 days. Short-term funds fluctuate repeatedly, with considerable medium- to long-term pressure.
🔴 $ETH: 24-hour net inflow +$71.8095 million, inflow of +$62.144 million in the last 2 hours, but net outflow of -$5.367 billion in the last 30 days. Some short-term replenishment, but this does not mean the trend has reversed.
🟠 $SOL: 24-hour net inflow +$48.216 million, net outflow of -$1.994 billion in the last 30 days, short-term warming, but long-term pressure remains.
🟢 $ZEC: 24-hour net inflow +$29.5757 million, net inflow of +$94.1248 million in the last 30 days, the only one among the four coins to maintain net inflow over the past 30 days, showing relatively strong capital performance.
My view is clear: short-term inflow does not equal the return of a bull market. Medium- to long-term capital pressure remains for $BTC, $ETH, and $SOL; $ZEC is relatively resistant to decline, but don’t blindly chase highs.
A reminder: contract net inflow does not equal real buying pressure; direction must be judged in combination with price and open interest.
Do you think this is a main force shakeout or the last bull trap before a rebound? See you in the comments!10.12｜BTC and ETH Early Session Thoughts
Today's trading idea is very clear: mainly short on Monday's rally, no chasing longs unless there's a volume-backed recovery.
$BTC is currently around 83,800. It consolidated near 83,000 over the weekend for two days, then the Asian session directly pushed it to 84,200. The issue isn't the candlestick itself, but the 86,000 level where not even the wick was touched, funding rates are falling slowly, and longs are still chasing. In this situation, if no one picks up during the US session, a pullback is very likely.
$ETH is now around 2,540, moving in sync with BTC. It bounced from 2,490 to 2,555 over the weekend, but 2,580 was also not held.
The real variable this week is Wednesday's CPI. The minutes already indicated another rate hike this year is appropriate, and Michigan inflation expectations are still rising. If CPI comes in hot again, US Treasury yields may rise again, and BTC could retest 80,400 or even see 79,000.
Current trading plan:
BTC: Short between 84,500-86,000, target around 80,400-79,000.
ETH: Short between 2,560-2,620, target around 2,450-2,400.
If BTC recovers 86,000 with volume, the short position is invalidated immediately; never stubbornly hold against the trend.
Trading is never about guessing the outcome but about thinking through three scenarios in advance: what to do if it rises, what to do if it falls, and where to admit being wrong if the view is incorrect.
What do you think after Wednesday's CPI release? Will BTC first drop to 79,000 or directly recover 86,000? Core narrative: BTCFi (Bitcoin DeFi) track, unique Satoshi Plus consensus, combining Bitcoin hash power + PoS to secure the network, focusing on staking idle BTC for interest, with a token CORE cap of 2.1 billion tokens (equivalent to BTC's 21 million). ✅ Bullish logic (advantages) 1. Scarce track narrative BTCFi has been one of the main themes in the crypto world in recent years, attracting many Bitcoin miners and BTC whales interested; Its dual staking mechanism: staking CORE yields higher BTC staking yields, theoretically generating sustained demand for CORE. The official 2026 roadmap focuses on ecosystem yield buybacks of CORE, no longer relying solely on inflation burning, aiming to build a revenue-supported token model. 2. EVM compatibility with low entry barrier: Ethereum developers can directly deploy contracts, with ecosystem directions focused on BTC lending, BTC liquid staking, RWA, and payments (SatPay), positioned as Bitcoin's smart contract chain. 3. Miner community foundation: Early on, many BTC miners participated in consensus, which is a differentiation other BTCFi projects (Babylon, Stacks) do not have; Many custodians and institutional service providers have joined to offer BTC staking solutions. ⚠️ Very tough risks (also the biggest constraint on prospects, the point you previously cared about) 1. Validator node decentralization controversy + official node exit incident There have been official cases beforeNonfarm payroll storm approaching, rate cut expectations face a "life-or-death trial"
🔥The global market holds its breath tonight: The US September nonfarm payroll data is about to be released, followed closely by the unemployment rate, both highly nerve-wracking. This heavyweight report will directly "judge" the market's bets on the Fed's rate cut path within the year.
📊Current expectations: about 150,000 new nonfarm jobs, unemployment rate steady at 4.2%. The market is more focused on the stickiness of average hourly earnings; whether the cooling of the labor force is real and sustained is tonight's biggest suspense.
⚡Policy background: The Fed has already started the rate cut cycle in September. The market currently bets on a high probability of further cuts in November, but under the "soft landing" narrative, if the data is abnormally strong, rate cut expectations may be reassessed, causing the dollar and US Treasury yields to rebound strongly.
📉Clear impact on risk assets: Data beats expectations → rate cut expectations cool down → liquidity tightens → risk assets come under pressure; the opposite boosts the market. BTC is currently oscillating at a high level; volatility will inevitably increase around the data release, beware of "buy the rumor, sell the fact."
👀Key observation points: Not only watch the number of new jobs but also closely monitor the month-on-month hourly earnings and unemployment rate. This week's data will decide whether the macro "ceiling" will open further or remain temporarily sealed. Fasten your seatbelts! $S Sonic (S) On-Chain Evidence of Internal Emptiness
A public chain with a market cap of about $160 million has a daily fee income of only $75. This is not a joke; these are the real data of Sonic on DefiLlama. The annualized income is about $27,375. To support the current valuation, on-chain revenue needs to grow 200 to 350 times.
Looking at the total value locked (TVL), Sonic's TVL plummeted from a peak of $1.14 billion in May 2025 to about $20 million, a 98% evaporation. A network’s locked capital is almost zero, meaning users are voting with their feet and no longer trust putting funds on this chain.
The team is also disintegrating. On June 19, 2026, three founding directors—Andre Cronje, Michael Kong, and David Richardson—simultaneously resigned from the Sonic Labs board. In his resignation statement, Cronje explicitly distanced himself, stating he was never responsible for tokenomics, migration, or airdrop decisions. Before this, his focus had already shifted to a new project, Flying Tulip, which raised $200 million with a valuation of $1 billion.
Market makers are also withdrawing. Sonic ended its exclusive five-year partnership with Wintermute, which subsequently sold about $857,000 worth of S tokens.
A new CEO canceled all manual token minting and commissioned a third party to audit the token supply. This action itself indicates the transparency of the supply is... To start with the conclusion: $W rose 48% in 24 hours, but the real story today is the 4H candle at 8 AM — $W surged 19% in a single candle, with volume 12 times the average of the past 8 candles.
From 0.022 to 0.026, one candle pushed it straight up.
This isn’t just an emotional peak; it’s a structural breakout driven by large capital entering intensively in a short time.
Do you think 0.026 can hold? $W ETH does not have a unified “whale standard”; thresholds vary across different platforms, distinct from BTC (≥1000 BTC) criteria: The two most commonly used classifications within the community (Santiment / Glassnode) 1. Super Whales: ≥100,000 ETH Very few addresses, ranging from several dozen to over sixty. ⚠️ The majority here are: Beacon Chain staking contracts, exchange custody wallets, ETF custody addresses; genuine individual whales are very rare. 2. Standard Whales: ≥10,000 ETH (the tier most closely watched) Approximately 800 to 1100 addresses; this tier represents the whales commonly referred to who actively trade and influence the market, including funds, large holders, and institutional self-custody wallets. 3. Large Holders/Sharks: ≥1,000 ETH This tier has many more addresses, numbering in the thousands, including many mid-sized funds, staking service providers, and DeFi treasuries. The most important misconception (same as BTC) Address ≠ real independent person - Beacon Chain deposit contracts, Lido, Coinbase staking pools, and major exchange cold wallets are all counted as whale addresses; - One whale can split assets across dozens of wallets; one wallet can hold funds from tens of thousands of retail users (custody). Therefore, on-chain data can only count wallet addresses and cannot accurately determine how many independent “people” are whales. A brief comparison with the BTC standard you just asked about: - BTC whale standard: ≥1000 BTC,#Minimalist Chan Theory $BTC $ETH
Although the price points arrive late, they do arrive. As I mentioned earlier, BTC reached around 8.4, and ETH reached around 2570. The initial rebound of ETH was relatively weak and did not move as fast as BTC. From the perspective of Chan Theory, when BTC's rebound was strong before, the 4-hour MACD had a golden cross below zero, but ETH had not yet formed a golden cross at that time.
The reason I changed my name to "Unity of Knowledge and Action" is because I often fail to achieve it myself. This time is no different. Although the market was weak and the trend slow over the weekend, the 5-minute consolidation zone upgraded. Even though I clearly knew the previous high of 8.35 would be broken, I still did not close my previous laddered short positions. After adding positions, the previous short positions cost BTC 8.3×2 and ETH 2502×40. After adding positions at the high point early this morning, my current cost is BTC 8.33×3 and ETH 2516×60. I am holding the full short position without moving it. Regardless of whether the price will rise further, it will eventually pull back. I will observe the strength of the pullback and then close the short positions.
For conservative operation to avoid missing out, yesterday, knowing a new high would be made, I should have closed half of the laddered short positions—that is, closed one BTC and 20 ETH—and then added back later. This would have resulted in a much better cost basis. At the same time, I am working hard to transition from a short-term trader to a trend trader and cannot be overly concerned with price points, or I will miss big moves, just like a few days ago when I kept waiting for a break of 8.74 and did not add short positions.
Trading is a practice of cultivation; the difficulty lies not in the technique but in the human heart.#CPI and PPI Announcements Imminent, Interest Rate Hike Expectations Face Test
$BTC $ETH $ZEC
Q: ETFs are still being subscribed to, so why isn't the candlestick chart responding?
A: Because ETFs act more like "allocation vehicles" rather than "price-pumping vehicles." They can absorb some spot holdings but cannot reclaim marginal pricing power. When rate hike expectations turn hawkish, institutions first reduce high-volatility positions, so net inflows can only buffer the impact.
Q: Then who is actually selling off?
A: It's not a single major player but more like a combined force of three factors. First, the latest FOMC minutes are hawkish, the door to further tightening rates remains open; second, long-term US Treasury yields have surged, with the 10-year hitting 5.36%, the highest since 2002, making risk-free returns attractive.
Q: What is the current status of BTC and ETH?
A: BTC is around 82,000, retreating about 2% in 24 hours, with the price center continuing to shift downward. ETH is more volatile; during bearish waves, it falls harder, dropping from 2700 to 2420, and a rebound to around 2480 is just a slight breather.
Q: Why are tokens like SOL more hurt?
A: They rely on new capital inflows and hot narratives. After liquidity is drained by the bond market, public chain tokens driven by sentiment and incremental buying are the first to run out of fuel; once the narrative cools, prices lose support.
Q: Is it time to bottom-fish now?
A: Don't rush. ETF inflows can't support the whole market, indicating selling pressure comes from broader macro cross-asset reallocations. Wait for volatility to subside and sentiment to stop panicking before considering phased entries. Holding positions and cash now is more important than trying to guess the bottom.
$BTC This is not a rebound; it's like performing CPR on my short account, right? During the repeated intraday fluctuations, $QUANT almost caught a breath every time it surged, but the volume didn't keep up, and the resistance above was obvious. I saw it couldn't break through around 242.8, judging it as a strong bull trap, so my bearish view at the time was slightly bearish.
Later, the market gave the answer: the price slid from 242.8 down to 237.5, shorts gained +111.2%, feeling good, brothers. This profit was satisfying, the timing was just right.
Close 80% of the position first, protect the remaining 20% at cost price; if it continues to drop, let the profits run, and if it rebounds, don't give the profits back.
The market is to be waited for, profits are to be held for. Risk control done in advance is called rationality; cutting losses after losing is called decisive action.
For friends who haven't entered, listen to me: now is not the time to rush in. Chasing shorts easily gets caught by rebounds. Wait for a more comfortable position in the next round, I will notify you immediately. The market is not short of opportunities, it lacks patience.
$ZEC $SOL To start with the conclusion: $W rose 48% in 24 hours, but the real story today is the 4H candle at 8 AM — $W surged 19% in a single candle, with volume 12 times the average of the past 8 candles.
From 0.022 to 0.026, one candle pushed it straight up.
This isn’t just an emotional peak; it’s a structural breakout driven by large capital entering intensively in a short time.
Do you think 0.026 can hold? $W A chain can shut down just like that, which is quite frustrating no matter who it happens to.
The Sui Foundation invested 30 million in DATA Network, with the condition that the entire independent DATA chain be retired and the tokens migrated 1:1 to run on Sui.
To put it bluntly, this is not an investment, it's an acquisition.
DATA goes from having its own territory to becoming an application within the Sui ecosystem.
From the project team's perspective, 30 million is indeed a lot, but the cost is losing their own chain, their own narrative, and their own valuation logic.
What really matters isn't the 30 million, but the 250 million contribution records and the daily average of 3 million receipts.
The Trace application is genuinely being used.
So my judgment is: DATA isn't dead, it just changed its way of living, from "I want to build a chain" to "I'm working on Sui."
Looking ahead, more and more small chains will be absorbed by larger ecosystems, and the narrative of independent chains can basically be considered doomed in advance.
#AI与量子威胁下，区块链安全如何升级？ $DATA $BTC Can hardware wallets also be tampered with? This security issue is more serious than imagined!
Ledger has confirmed that at least one affected user's device contained an unauthorized hardware implant. Media reports indicate that the problem is suspected to be related to the supply chain of the dealer CryptoBilis. Attackers may have used the implanted circuit to obtain the mnemonic phrase displayed during device initialization. The estimated amount stolen on-chain has exceeded 86 million USD, but the total loss has not yet been finally confirmed.
The most frightening part of this incident is that many people think buying a hardware wallet means everything is safe, but they overlook the purchase channel and whether the device has been tampered with. Cold wallets can reduce some risks but cannot solve all security issues for you.
Do you think you would still dare to buy hardware wallets through third-party dealers in the future? $ETH