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Term Structure Radar $SOL mark spread is positive, but the best bid for buy near sell far is already inverted. Mark near-far spread +0.52%, best bid for buy near sell far spread -0.56%.Over the weekend, I resisted going short when ZEC was around 1226, and as a result, I almost saw it hit 1300 first thing Monday morning—now it has dropped back to around 1270, and my hands are itchier than over the weekend. #Institutions continue to position, so why is BTC still under pressure? Answer: I resisted again, but this time it’s even harder. The 24-hour high was about 1299, the low down to 1220, current price around 1270—after the surge, it retraced, almost the same pattern as those previous times when my hands itched, only this time the spike was higher. CPI/PPI data is still coming, and I don’t want to be the one catching the falling knife, but the feeling of "missing out" is real. To be clear, it’s not about being more accurate, it’s that over the weekend I told myself not to chase the rally—and I stuck to that on Monday. The itch around 1290 isn’t enough to make me change my mind and chase a candle that’s already retraced. $ZEC A sincere question: this feeling of “resisting empty-handed, others surge then retrace, and I get even itchier,” are you A) already in a little, or B) still watching empty-handed? Have you experienced this? Share in the comments, I’ll reply one by one.$BTC After BTC broke out of the narrow range, what has the buyer truly changed? Today's early spot 24-hour observation window: range 82800—84200 USDT, change +1.06%, trading volume approximately 174.45 million USDT. Both the window's high and low points are higher than yesterday's observation range, providing evidence of an overall upward shift in the trading area. However, the range shift does not identify the buyer's identity, nor does it prove that ETF funds have turned; old high-position chips may still be cashing out during the recovery. I will check whether the pullback after reclaiming 84200 holds. If it falls back below 82800 and cannot recover, the explanation for the range increase is downgraded; if the low point continues to rise, it increases the judgment of demand continuity.Ledger hardware wallet compromised? $86 million suspicion, the real danger is the trust chain! #Ledger confirms one involved device had hardware tampering My view: The most alarming aspect of this incident is not that hardware wallets are unsafe, but that you might think you bought a device from an official channel, yet you cannot be sure it wasn’t tampered with from factory to delivery. Ledger has confirmed one involved device had unauthorized hardware tampering, but whether the suspected $86 million loss is entirely related to this has not yet been confirmed. This also reminds us that hardware wallet security depends not only on the chip and code but also on the supply chain, which can be a vulnerability. No matter how secure the device itself is, if the initialization process or mnemonic phrase has been leaked, assets can still be stolen. It is recommended that devices purchased through CryptoBilis in the last 90 days and not yet initialized should not be used; for those already activated, quickly verify risks through official channels and consider migrating to wallets created with brand new mnemonic phrases. New mnemonic phrases must be generated on trusted devices and must never be entered on websites or sent to customer service. As members of the crypto community, we should focus not only on the final loss amount but also on the scope of affected devices, attack vectors, and whether official channels can establish more reliable anti-tampering verification. Remember: the core of self-custody is not hiding the private key but ensuring the private key is controlled solely by yourself from the moment it is generated. $BTC $ETH Over the weekend I said here: 83k counts as a half-sprung grindstone, Monday's opening will speak for itself. As a result, I touched 84200 in the night, now back near 83500—there was a lift, but the pullback was quite fast. #CPI and PPI announcements are imminent, interest rate hike expectations face a test Answer: Monday's candle, first surge then retreat. 24-hour high 84200, low 82800, current price about 83544—above the weekend's 83k grindstone, indeed a stab was made, but it didn't hold 84. Farside's latest is still the 10/9 contract with about +21 million, the big outflow remains; the knife is still hanging before the 10/14 CPI/PPI. My plan: don't chase longs near 84; those short shouldn't rush to flip, first see if 83500 can be ground back into a floor, not a one-night stand. $BTC Where do you stand now: A Monday's 84 surge then pullback can still follow, or B a fake lift with the knife still before CPI? Comment below, I'll reply one by one.Brothers, $ZEC has been consolidating sideways for two or three days. If it can't break down, it just can't break down. I see this wave rebounding to 1400! I entered a long position at 1,211.31, current price is 1,268.97, floating profit 14.34%. On the order book, there is a row of sell orders from 1,268.95 to 1,269.05, but the volume is small, the largest is only 6.70. The buy orders from 1,268.84 to 1,268.94 are sparse, but the price just won't fall, indicating the bears are passively getting hit. The long-short ratio is 74% longs to 26% shorts, longs are starting to dominate. ZEC fell from 1700 to 1200, down nearly 30%. During this period, it has been repeatedly bottoming around 1200, consolidating sideways for two or three days, just not breaking down. What does not breaking down mean? It means the bears' strength has already exhausted, and the selling pressure has been mostly absorbed. After a drop, a rebound is inevitable; this is the basic manipulation tactic of market makers. NU7 upgrade is scheduled for November 5, block time will be cut from 75 seconds to 25 seconds, 98.9% of coin holders voted to keep the halving mechanism, the fundamentals are truly improving. On-chain whales are still accumulating, withdrawing 8,600 ZEC from exchanges. I continue to hold my long position entered at 1,211.31, with a stop loss at 1,180, and the target is first set at 1,400. $BTC $ETH #CPI and PPI announcements are imminent, interest rate hike expectations face a test 哟,好久没看到以太坊基金会大额充值 $ETH 了啊🤨 过去 6 小时其关联地址累计充值了 4393 ETH,价值 1113 万美元,充值均价 $2534;这两个地址曾在 10 年前收到过以太坊基金会转移的 59,751 ETH 若确实为卖出,根据以往「基金会卖币总是在高点」的玄幻剧本,莫非… 钱包地址 0x4c4F7B7c53357616EbddD6b901D55b7F9B5D2b94 0x999D5F1fcfcc36A840Dd726709BCf38B6B20229c拂开这层薄如蝉翼的周末地层堆积物,底下埋藏的全是诱多殉葬坑的森森白骨。 日光之下并无新事,今日 $SOL 在111.42一带看似坚挺的石砌立柱,不过是古罗马衰亡前用劣质石膏刷就的虚假凯旋门。周末的流动性枯竭得就像干涸了两千年的幼发拉底河河床,成交量早已断代,这种时候往上拉个一两刀,就敢妄称新王朝的黎明? 翻开古文明盛衰的竹简,凡是在枯水期强行起高楼的,周一开盘山洪一冲,便全成了断壁残垣。布林带上轨112.74就是这片遗址无法逾越的风化穹顶,RSI在57.9游荡,既无古风之刚健,亦无沉底之扎实。这根本不是地基复苏,这是典型的周末盗墓贼回光返照式插针,专埋那些对周期一无所知的毛头探险家。 手握地质洛阳铲,深层岩性告诉我:真正的坚固基岩,还在下方百米深处等待沉降。 - 标的: $SOL 🔴 - Entry: 111.00 - 112.50 - TP1: 108.50 - TP2: 105.00 - SL: 114.20 虚妄的陶片终将碎裂,历史的重力从不缺席。 #CoinMoveAlert这收益,看得我诚惶诚恐,生怕明天市场反应过来把我拉黑。盘面还没完全启动的时候,$ADA 在高位反复磨,量能却越来越小,诱多味很重。 我盯到上方压制明显,承接不足,就提示 ADA 空单分批进,开仓 0.2560。现在现价 0.2496,空单收益率 +126.95%,大肉没白熬,拿捏得舒服。 大头先装进口袋,平 80%,剩下 20% 成本价保护位,继续下杀就让利润跑,别贪最后一口。 风控做在前面,叫理智;亏了再砍,叫壮士断腕。 宁可错过一个反弹,也不接飞刀接满手血。 现在不是冲的时候,等下一轮更舒服的位置,新结构出来再看,我会第一时间提示。 $BNB $XRP $BTC ETF持续流出,宏观偏鹰,大方向偏空。但24小时刚爆了3500万空单,短线不排除主力先拉高诱多再砸盘。 机构观点(分歧):渣打银行仍维持比特币年底见10万美元的目标,但JAN3 CEO等人士警告市场可能进入更深的调整周期。 关键阻力位:$84,500 关键支撑位:$82,000 多空比:散户和大户依然重仓死扛多单 币安散户多空比 1.4038,OKX 散户多空比 1.42。 大户方面:大户人数多空比 1.4981,大户持仓多空比高达 1.5377。 $ETH $ZEC #CPI与PPI公布在即,加息预期迎考验 #机构持续布局,BTC为何仍承压? #俄罗斯放宽柴油出口,霍尔木兹风险仍支撑油价 October 12, 2026 | $BTC Intraday Market Analysis Bitcoin is currently trading at $83,595 after rebounding sharply from $80,351 to $84,177. Price is now consolidating around $83,600, but the recovery is showing signs of losing momentum. The 1-hour MA200 near $84,000 and the 4-hour MA60 around $84,100 are acting as resistance. Meanwhile, the MACD red histogram bars are shrinking, suggesting that bullish momentum is gradually fading. 📊 Intraday Trading Range: $82,700–$84,200 - Resistance: $84,200GRASS昨天16时55分合约持仓约868万枚,今天9时54分已到约1025万枚。 欧易现货此时报约0.8846美元,24小时涨约30.5%,距日内高点0.8904美元不到1%。8时至9时成交约47.3万美元,是此前24个完整小时小时成交额中位数约13.2万美元的3.6倍。 昨天价格上涨时,持仓还在缩。现在量价与合约仓位一起抬升,我对高位回落更谨慎。当前资金费率约0.005%,这个数字无法说明新增仓位属于多头还是空头。 若后续完整小时收在0.8904美元上方,成交仍明显高于13.2万美元,我会修正这份谨慎。若收盘跌回0.8751美元下方、持仓仍在高位,就要看新增仓位能否承受回撤。 $GRASS BTC短线策略建议: $BTC #星球日报 持仓多单(首选): 83,300-83,700区域多单持有,止损 83,000(缺口+中枢下沿),目标 84,400(减1/3)→ 84,723(减1/3)→ 85,531-86,850(清仓)。 空仓者(两种介入): 1. 回踩低吸: 83,300-83,500回踩企稳(15分钟底分型)买入,止损82,900,目标84,400-85,500; 2. 突破追涨: 放量突破 84,400(小时量>15亿)追多,止损83,850,目标85,531-86,850。 风控红线: 跌破83,196(中枢下沿+缺口回补)→ 减半仓;跌破82,198 → 全部离场(D浪判断错误,回归大箱体思维)。 对冲参考: 87,200-87,400(双顶区)为D浪的终极压力,触及该区域后需重新评估(双顶三攻或放量突破)。 当前状态: 83,678,铁幕内部、POC脚下。这是D浪最经典的"攻击阵位"——上方400点是铁幕上沿,下方500点是否定线,风险收益比1:2以上。持多等突破,空仓等回踩,不追在84,050的第一次冲锋上。 We watch financial news every day and often see words like: Federal Reserve, rate hikes, rate cuts, CPI, nonfarm payrolls, inflation, US Treasury yields. Then the news says: CPI exceeds expectations, nonfarms are strong, US Treasury yields are rising, the market lowers rate cut expectations, BTC is under pressure. For those new to investing, they recognize every word, but when put together, it's hard to tell what it means. Today, I won't explain complicated formulas. Try to explain it clearly in a way that even a village elder sitting at the door drinking tea can understand. 1️⃣ What exactly is the Federal Reserve? The full name of the Federal Reserve is the U.S. Federal Reserve System. You can simply understand it as: the central banking system of the United States. It's not an ordinary commercial bank. You can't just open an account at the Fed and deposit $5,000. It mainly manages the lowest aspects of the U.S. financial system: interest rates, monetary conditions, and banking stability. The two core goals given by Congress to the Federal Reserve are: to keep people working and to keep prices stable. In other words, what is often heard: maximum employment + price stability. The Fed long-term hopes for inflation to stay around 2%. Simply put: the Fed is somewhat like the "chief faucet manager" in the U.S. economy. When the economy is too hot, it tries to turn the water down a bit. When the economy is too cold, it turns the water up a bit bigger. This "water" mainly refers to: money and credit. 2️⃣ What is "raising interest rates"? Many people think that when the Fed raises rates, it increases all lending rates across the U.S. by 1%. That's not the case渣男观察之BTC更新10.12 我们从K线看比特币经过3天的反弹,来到了箱体的中轴线附近位置,目前受该位置(83888)压制,那么短期咱们就看其他是否会再次回撤至82500一线,乃至81200一线。 那么策略上就可以在82500附近开个仓快进快出, 81200附近开仓止损就是跌破10.8日的低点,80350. 止盈,82500,83800,。。。。。 从道氏理论,缠论,波浪理论,量价关系,订单流,价格行为学浅析BTC短线走势(策略建议) $BTC #星球日报 综合研判 道氏理论确认短期趋势转多,84,400为中期确认线 缠论中枢上移至铁幕内部,三类买点临近 波浪理论D浪目标84,700-86,850 量价关系地量弹簧+放量+周一早盘+2.4亿Delta,买方真实回归 订单流DeltaMA12一周来首次转正,POC决战在即 价格行为反转K线+跳空缺口+三重强势。 六维度自10月5日以来首次全面转多——C浪在80,316终结,D浪启动。本轮做空周期(10-7至10-9)已按纪律结束,现在进入做多周期。 阿老师实盘记录|定投$SOL 第282天,手握130枚 SOL 💰 📅 打卡天数:第282天 💰 当前持仓:130.05 SOL 📈 当前盈亏:+50.73% (浮盈约32770 CNY) 💎 当前价格:~111.01 USDT 行情依然处于高位剧烈震荡中,上周刚创了历史新高11万,今天又回落到9.6万附近。这就是实盘的真实状态,心脏不好的真的容易“坐过山车”。🎢 我的策略依然很简单: 1️⃣ 不管涨跌,严格按计划定投。 2️⃣ 跌了多拿筹码,涨了坚定拿住筹码。 3️⃣ 少看盘,好好生活。 在这个市场,活得久比赚得快更重要。拿住这130枚币,静待花开。🌻 有没有一起定投$SOL 的朋友?评论区举个手!🙋‍♂️ SOL定投 #OKX星球 #实盘记录 #定投打卡 #Solana #长期主义 #加密货币 #投资理财 #CPI与PPI公布在即,加息预期迎考验 $SOL $XRP 这边又整新剧本了。💥 Evernorth借SPAC把壳一装,直接挤进美股,目标很直白:囤XRP。是不是闻到MicroStrategy那套味道了?老剧本换新演员。 可这跟我盘面有啥关系?基本没有。😅 大饼还在84000下方反复横跳,ETF刚刷出三个半月最大净流出,报税季大户还在卖币筹税。美债收益率5.6%压顶,场外没活水,场内高杠杆互相掏兜。 一家财库公司上市,解决不了资金面干旱。 所以,看到“美股”“财库”别先上头。长线是利好,传统资本和加密的墙确实在塌。🧱 但现在不是追高的借口。 行情像钝刀子拉肉,别赌单边。杠杆合约别碰,现货底仓焊死,U握紧。等报税季砸完,等美债疯劲过去,等大盘挖出真坑,再去捡便宜筹码。 巨头铺路是未来的事,你的本金得先活过这个冬天。❄️ 这波$XRP 借壳囤币,你觉得能走独立行情,还是跟着大盘一起挨冻?🥶#CPI与PPI公布在即,加息预期迎考验 #机构持续布局,BTC为何仍承压? $BERA The official BERA management is just a scammer who profits by exploiting investors. Last year, their ecosystem product BVT caused investors' stakes to be completely wiped out and exploited. This year, they launched another ecosystem product—Bera Mission—offering interest through staking BERA, but the contract was arbitrarily wiped out before maturity, causing losses to all investors. That's not all; shamelessly, the Bera Mission product has not been taken down and is still running on the BERA chain, intending to continue exploiting investors. Truly disgraceful!!!!On Monday morning, BTC climbed back above 83K, ETH also recovered around $2,500, and market sentiment was slightly steadier than the weekend. But the more "less panicked" the market, the easier it is to drag out a small matter until the last moment: the money you must spend today and this week in positions that fluctuate with the market. This isn't grand narrative, it's a very specific problem. AI memberships needed at 9 a.m., code tool credits in the afternoon, gift cards at night, shopping budgets for the next 3 to 7 days might be only $20, $30, or $100. The problem is, this money is so small it's not worth going through a whole complicated process for them, yet it's so important that if you can't pay, your work flow and life are immediately interrupted. The recent signals in the payment market are actually quite clear: stablecoins are no longer just transit assets on exchanges; more and more scenarios are discussing AI agent payments, digital goods settlement, subscription fee deductions, and cross-border microtransactions. In other words, the real value in the next phase is not whether "assets can appreciate," but whether "assets can be easily converted into usable budgets when needed." Many people lose out here: trading warehouses, stable balances, and spending budgets all mixed together. When the market rises a little, they hesitate to unravel; when the market drops a little, they don't want to move at the bottom; only on billing day do they realize that AI subscription fees, gift card purchases, shopping budgets—these fixed expenses don't wait for the market to give you a comfortable price. You can这波大饼 $BTC 和二饼 $ETH 又往上走了一段,我的看法也得跟着调整。之前我一直觉得短线震荡偏空,但今天早上大饼重新站上83000,最高摸到84200,二饼也从2500附近反弹到2540上方,短线确实比前几天强了。 之前我一直盯着83000这道压力,现在价格重新回到83000上方,冲高回落后也暂时没失守,说明短线修复还在。不过大饼上方还有84000—84500的考验,二饼虽然跟涨,2555—2580也还没真正突破。 这波上涨也有消息面支撑。前几天地缘风险缓和预期一度改善市场情绪,但不等于持续买盘已经回来。更何况CPI数据就要公布了,数据公布前市场容易反复,不能因为一根4小时K线回落就喊诱多,也不能因为反弹就认定反转。 所以我现在对大饼短线稍微偏多一些,二饼则继续谨慎。重要数据临近,价格又接近上方压力,直接追多未必划算。我更愿意等一个好点的位置,或者等突破后回踩真的能守住,再考虑是否参与。CORE属于小市值山寨币,没有行业统一的鲸鱼标准(不像BTC固定≥1000 BTC、ETH常用≥10000 ETH),一般圈内跟踪CORE常用两套门槛(Nansen / Lookonchain): 1. CORE巨鲸(能砸动盘面):≥100万 CORE 2. 大户/鲨鱼档:10万~100万 CORE 核心特点(和BTC、ETH最大区别) 1. 筹码集中度极高 前几名钱包包含:Core DAO国库、团队/投资人锁仓合约、质押合约、交易所冷钱包。前10个地址持有流通占比很高,这也是CORE波动远大于BTC/ETH的根本原因。 2. 没有一个固定不变的官方数字 - ≥100万CORE这一档:实时地址数量通常几十枚(动态变化,解锁、质押、转账都会变) - ≥10万CORE(大户):几百个地址 很多地址是质押合约、基金会国库、交易所储备,并不是个人大户。真正可以自由砸盘、主动交易的独立巨鲸,数量比地址数少很多。 3. 数据痛点: CORE的链上统计没有BTC、ETH成熟,Santiment、Glassnode不会像大饼以太那样给稳定的巨鲸专题统计,只能在Core Scan0.09% margin rate! BCH is fighting desperately to hold on, while ETH and SOL, the two big brothers, are dragging hard! I'm really about to be squeezed dry. Opening the account, my hands are trembling. This is not trading crypto; this is clearly wildly testing the limits on the Grim Reaper's desk! Position update: BCH: The last hope of the whole village! Full 10X leverage, entry at 261.02, mark at 284.63, unrealized profit +35.34U, ROI +82.95%! 426U principal, 42U margin, stubbornly holding up the sky for me. BCH really tried its best, but it just can’t carry the load! ETH: The number one bottomless pit! Full 5X leverage, entry at 2718.24, mark at 2533.15. Unrealized loss -150.39U, ROI -36.51%! 5X leverage somehow feels like 50X despair, truly hopeless! $BCH $ETH $SOL $SOL: The second disaster zone! Full 20X leverage, entry at 115.63, mark at 110.92. Unrealized loss -62.53U, ROI -85.28%! The second brother who once doubled me now falls harder than anyone else, almost devouring the principal completely. Honestly speaking: The +35U profit from BCH is just a drop in the bucket compared to the combined 210+U huge losses from ETH and SOL. The worst part is, the overall margin ratio is stuck at 0.09%! 0.09%, brothers! What does that mean? As soon as the market dips even the tiniest bit, even a 0.1% fluctuation, the entire account, including BCH’s hard-earned profits, will instantly be wiped out! There won’t even be time to close positions! I once swore, “I’ll exit once these two big brothers break even,” but now I realize this is the cruelest vow in crypto. At 0.09% life-or-death line, forget breaking even, it’s uncertain if I’ll even see tomorrow’s sun alive. Waking up in the middle of the night to check forced liquidations, heart racing with every candle on the chart—this is the fate of a contract gambler, and I’ve had enough! Rational mind screaming: Quickly close all positions and accept the loss, survival is priority! Gambler’s heart quietly sobbing: What if there’s a V-shaped rebound? Cutting losses before dawn would be a huge regret! Brothers, with this 0.09% hellish difficulty, what should I do? Should I immediately slash and clear, or keep holding on for a miracle? Please wake me up in the comments, give me a straightforward answer! #CPI与PPI公布在即,加息预期迎考验 #机构持续布局,BTC为何仍承压? #俄罗斯放宽柴油出口,霍尔木兹风险仍支撑油价 盯盘盯到烦,关掉反而看清楚了,眼睛不盯着心也不慌了。昨晚睡前 $AEON 又往上插了一针,交易量较少,上去没人接,诱多味重。我判断它站不住,提示反弹就是空的机会。 0.05898 进空,现在 0.05379,收益率 +175.65%,前面墨迹,走出来也是真香。 慌是因为没计划,亏是因为想太多。 趋势没坏就拿着,破位了就跑,别跟股票谈恋爱。 先平 80%,剩下 20% 成本价保护,反抽回来也别把利润吐回去。没上车的别急,等下一枪,后面还有机会。 $BTC $LAB 主流链上分析(Santiment)把 ≥1000 BTC 的地址定义为BTC巨鲸(鲸鱼) - 最新统计:2044个地址 ≥1000 BTC,合计持有约717万枚BTC,占流通量接近36% 但是!地址 ≠ 真实独立的人/机构,这个是最容易踩坑的地方: 里面包含:交易所冷钱包、ETF托管地址、平台储备钱包,不是全部个人大户。比如一个交易所可能有好几个这种巨鲸地址,其实属于同一家机构。 更细的分层(另一种细分口径) - 鲨鱼:1000–5000 BTC - 鲸鱼:5000–10000 BTC(狭义whale)≈100多个地址 - 座头鲸(超级巨鲸):>10000 BTC,不到100个地址,这里面就是MicroStrategy、美国政府、早期巨富、大托管方这一档 两个关键误区 1. 没法精确知道真实“鲸鱼人数”:一个人可以控制几十个钱包;一个钱包也可能是很多用户的钱(交易所),链上只能数地址,分不清背后实体。 2. 不同平台门槛不一样:有些媒体宽松一点,把≥100 BTC就叫大户,这个口径数量会涨到接近2万个地址,不能混为一谈。 简单一句话总结 按圈内最常用的1Last night I was hoping the market would dip, but instead it went up. No need to rush, just keep waiting for the right opportunity; there's no need to let short-term fluctuations disrupt your rhythm. $ZEC: Almost back to 1300U. Already took profits around 1100+, currently only holding a small short position. If it rises near 1300, I'll consider adding to the position; if not, I'll keep waiting. $HYPE: Still around 86U, the trend remains weak. Three days of gains don't outweigh one day of losses; it's quite frustrating. Next, we'll see if it can strengthen—short-lived rebounds aren't enough. $LIT: The long-short ratio is only 0.77, and open interest hasn't dropped significantly, so short positions might be concentrated. If the price suddenly surges, a short squeeze can't be ruled out. There's still three months until unlock; whether it will rise before then is uncertain—don't treat speculation as fact. Finally, I want to remind everyone: for ordinary people entering the investment market with 100,000 yuan, the risks may be far greater than imagined. Many casually say they have 100,000 yuan online, but in reality, how many families can truly afford to invest 100,000 yuan of spare money? So always invest with spare money and never use leverage—that's the bottom line! Don't risk your living expenses or borrowed money. No matter how many opportunities there are in crypto, you can't catch every wave. Trading requires not only direction but also risk control. Wait when you should wait, take profits when you should take profits. How much you make in the short term isn't the most important thing; being able to preserve your principal and stay in the market long-term is the real skill. #CPI and PPI announcements are coming soon, interest rate hike expectations face a test Dogecoin (DOGE) Whale (Whale) Classification Criteria (Market General Standard) - 🐬 Dolphin: 1 million~10 million DOGE - 🦈 Shark: 10 million~100 million DOGE - 🐳 Whale: ≥ 100 million DOGE (can clearly drive market trends) - 🦑 Super Whale: ≥ 1 billion DOGE (institutional/exchange level) Quantity and Token Situation According to Santiment: There are about 140 wallets holding 100 million DOGE ≥, and these addresses collectively hold over 108 billion DOGE, with token concentration far higher than BTC and ETH. Key pitfall: The top spot on the rich list isn't a big player, but Robinhood's custodial cold wallet (about 27.2 billion DOGE, about 17.5% of circulating supply), which contains hundreds of thousands of retail investors' tokens, not just one person's; Second place is Upbit, third is Binance, both are exchange custody wallets, which are user asset custodians, not private whales. The legendary super address that once held nearly 30% DOGE was split at the end of 2021 and is no longer a single whale. Features (compared to BTC/ETH whales) 1. DOGE is a meme coin with thinner liquidity. A truly private whale makes a large transfer or dumping the market, causing much more volatility than BTC or ETH, which easily triggers crash sentiment and triggers chain liquidations. 2. Highly concentrated chips: the top 10 addresses together account for the circulating market#机构持续布局,BTC为何仍承压? 帮主有话说 机构在布局,BTC却还在承压。 摩根士丹利旗下MSBT持有约10639枚BTC,Strive也计划通过优先股融资继续扩大财库配置。长线资金确实在进。 但短线资金在撤。10月7日至8日,美国BTC现货ETF累计净流出约7.31亿美元。9日只回流了2113万,不到前两天流出额的3%。钱进来的速度,赶不上跑的速度。 BTC从8.7万回落到8.3万一线。美债收益率和能源价格都在高位,CPI又即将公布。机构配置是慢变量,短期卖压是快变量。慢钱接不住快钱,价格就撑不住。 我大饼多单83000已经进去了,止损81500,目标86000。86500的空单还在,止损87500,目标84500到85000。两边对冲,不重仓。 CPI出来之前,不押单边。多单看反弹,空单看回调。哪个方向先到目标,就先减哪个。不追涨不杀跌,等数据落地。$BTC $ETH $MAGIC 以上分析都具有时效性,单子必须要挂好止损,祝君好运。83K修复盘,别让订单替你亏钱 BTC早盘从82.7K一带修到84K附近,最容易让人手痒的不是方向,而是“看起来又能交易了”。但我更在意另一件事:行情刚恢复流动性时,盘口经常不是同步恢复的。 同一张K线,报价层厚不厚、第一档能不能吃住、价差有没有突然放大、触发条件会不会把你带到更差的位置,都会让一笔原本还行的判断,变成很难受的成交。 很多人复盘只问方向对不对,很少复盘这一单是不是在更差的订单环境里成交。方向是观点,成交质量才是成本。尤其早盘这种修复行情,真正该先看的不是按钮,而是这条路径会不会把风险缓冲吃掉。 我的习惯是:先选资产,再比较报价层、深度、预估成交偏差、费用和触发条件,最后才决定这单往哪走。PerpEX 这类执行比较视角的价值,也在这里:它不是替你判断涨跌,而是提醒你别把执行质量当成默认值。 #BTC加速拉升,资金还能继续接力吗? 爽!$MAGIC 多单爆赚22%,这才是真正的硬骨头! 姐妹们,看看我截图里的MAGIC多单,0.12632开的仓,现价直接拉到0.13557,收益率+21.94%!在ZEC和BICO一片惨红的时候,MAGIC硬是给我争了一口气! 这波为什么能拿住?因为底部横了半个月,0.12附近死活跌不下去,量能悄悄放大,BingX又刚上线现货,资金进场信号太明显了。我在0.126附近果断多进去,止损设好,剩下的交给庄家拉盘。 说实话,ZEC空单还亏着42%,BICO多单亏着171%,两个拖油瓶把我账户拖得很难看。但MAGIC这波至少证明了一件事:只要踩对节奏,不追高、不重仓,还是能吃到肉的。 接下来我的策略很简单:MAGIC继续拿着,第一目标看0.1385,突破就看0.152。带好止损,绝不贪心。ZEC和BICO那两个,等回调我再找机会处理,绝不乱补仓。 $BTC $ETH #CPI与PPI公布在即,加息预期迎考验 3.2万枚$BTC转进交易所,我第一反应是又要挨砸了。 结果仔细一看,里面1.72万枚是美国政府钱包转去Coinbase Prime的。那是法警署的托管通道,不等于卖。真正值得盯的抛压,大概1.48万枚。 说实话,以前我看到这种链上大额转入就慌,手一抖先减仓,然后看着它涨回去。吃过好几次这种亏。 这次我学乖了。被花掉的筹码平均币龄712天,比7月那波651天还老。老筹码换手,不一定是坏事,怕的是没人接。 我的态度:不追空,也不急着抄。接下来就看新钱进不进场,接得住,这波换手就是减负。接不住,再聊。 #机构持续布局,BTC为何仍承压? #交易之声:你的经验值得被听到 #新手必看:这里有你需要的一切 $BTC U 姐 10.12 周一 $BTC 思路 思路介入条件:反弹至 83700‑84000 区间,4 小时 K 线出现长上影,上涨量能跟不上,出现滞涨信号,确认承压后小仓位试空。 止损位置:价格有效站稳 84700 上方,压力突破,空头思路直接放弃离场。 第一止盈目标:82800 第二止盈目标:82300 前期从高点 87249 开启一轮下行,最低下探至 80344.8 探底完成,现阶段只是大跌后的技术性反弹修复,整体大周期下降结构没有改变。83700-84000 属于前期下跌留下的筹码压力带,本轮反弹属于下跌途中的反抽,并非多头趋势反转,反弹冲高乏力就会再次释放抛压,严禁追涨做多,等待压力位滞涨信号再布局空单。🔥 $BTC 链上数据:LTH向交易所转了3.2万枚BTC,是砸盘还是换手? 兄弟们,今天这条链上数据值得细看—— 10月7-8日两天,比特币长期持有者累计往交易所转了约3.2万枚BTC,是今年2月大跌以来第二大规模。 乍一看是不是要砸盘?别急,拆开看: 其中1.72万枚是美国政府钱包转给Coinbase Prime的——这是官方托管通道,不一定是要卖。真正需要警惕的潜在抛压,大概1.48万枚BTC。 这1.48万枚主要来自两批人:币龄6-12个月的中期持仓,和3-5年的老筹码。 更关键的一个数:10月8日被花掉的LTH筹码,平均持了712天。7月的时候是651天。 什么意思?拿得更久的老筹码,开始动了。 分析师Murphy的观点我认同:牛熊过渡期,长期持有者派发不一定是利空。抛压释放出来,筹码重新分配,如果新增资金能接住,充分换手反而给后面行情减轻阻力。 一句话:老筹码在动,但别急着喊熊,关键看谁来接盘。 你们觉得这波LTH派发是顶部信号,还是牛市中继的换手?10.12 索拉 $SOL 这波反弹同样是脉冲式上涨,从 109.16 低点冲到 112.73 之后就拐头向下,哆头持续性很差,整体弱势格局没有任何改变。 反弹摸到 112.0-112.5 区间直接做箜,这个区间是前高密集成交区,也是布林上轨压力位,抛压很重,根本冲不上去。笋位放在 113.5 上方做好防守,芷楹先看 110.0-109.5,跌破支撑就去试探前低。#机构持续布局,BTC为何仍承压? ETH现价2550美元。 Bitmine持仓601.6万枚,占供应量4.9%,距5%硬上限只差不到10万枚。 Tom Lee说:到了5%,停买。 同一个月,他说ETH年底突破5000美元,若BTC到10万,ETH到7500美元。 一个把全部身家押在ETH上的人,突然宣布不买了。你品品。 10月7日Token2049,Tom Lee上台宣布:Bitmine持有的ETH达到总供应量5%后将停止买入,5%是硬上限。而且他说,达到5%之后,公司可以卖出质押奖励来维持占比。 也就是说——不仅不买,以后还要卖。 三天后,他接受采访说:ETH本轮周期有望涨到2.5万至5万美元,年底突破5000美元。 市场数据显示,交易员认为ETH年底到5000美元的概率——只有4% 。 第一反应肯定是:你既然这么看好,为什么不继续买? 但答案可能很简单:Bitmine不是不想买,是不能买。 金库公司的商业模式,核心逻辑是“股价高于持币价值”,然后增发股票融资买币。一旦股价跌破NAV,增发买币就是稀释股东。 今年Bitmine已经回购了2100万股来支撑股价,Lee自己在公告里称之为“加密金库公司有史以来规模最大的股票回购”。说明这个压力是真实存在的。 更深层的矛盾在这里—— Tom Lee手握约4500万美元的账面浮亏。 他同时管理着Bitmine的公开预测和公司策略。当一个人既是大买家、又是喊单者,他的乐观预测和公司决策之间,存在一个难以忽视的“个人利益”维度。 这不是说他一定在说谎。而是说投资者需要把这个因素纳入判断。 但也要承认另一面。 Bitmine持有的507万枚ETH已经质押,年化质押收入约3.63亿美元,完全覆盖A系列优先股每年3000到3500万美元的股息。 公司没有因为资金需求而被迫卖出核心持仓的理由。硬上限反而消除了股权稀释隐患,股东不必担心公司无限融资买币。 说人话就是:他不买了,但也不至于砸盘。只是“最稳定的买家”要离场了。 问题是——谁来接? Bitmine近几周单周买入约1.5万枚ETH,约占同期新增发行量的72% 。它一停,每天约700万美元的潜在抛压就没人接了。 ETH现货ETF连续8天净流出,累计6.41亿美元。第二大ETH金库公司SharpLink今年6月ETH低位时只买了5000枚。 接棒买盘还没出现。 “Tom Lee说的是对的吗?可能。但他说的和做的之间存在一个结构性的利益张力,这个张力本身就值得定价。当最大的买家也是最大的喊单者时,你需要同时听他说话,也看他怎么做。” $ETH $ETH $MAGIC $MAGIC 0.1 被击穿,多头最后那点念想也跟着碎了!😱 整数关口从来不只是价格,它是心理锚、止损线、杠杆清算的引信。📉 盘口一破,挂在下方的保护单会变成连环市价卖单,越跌越挤,越挤越快。 聪明钱面板同样难看:多头平均成本约 0.12,325 个地址合计深套 57 万,盈利占比只剩 24%。😵‍💫 连 0.1 都守不住,还拿什么谈反转? 破位后下方承接稀薄,反抽更像逃命窗口。🧨 别等清算瀑布砸完才追,趋势已经偏向空头,顺势偏空比盲目抄底更清醒。🐻⚠️ 非投资建议。We are studying the new P73 CryptoMarket Monitor report on the weekly TF. First, another 10 assets showed potential high marks. Among them are #APT, #FIL, #OP, #TIA. And what unites them all is that they are part of our spot copy portfolio from October 2025. In which we plan to add on market pullbacks during the growth from August to October. Only one of these assets showed a transition to a stable uptrend on the weekly TF by the end of the week - #FIL. For this asset, by the way, this is the first stable uptrend on the weekly$SNDK 说三件事,都是我现在的真实想法。 大饼这波调整还没走完。83,000 附近磨着,我等的是 8 万以下——真给到,我就梭。牛市没结束,这种调整是为了后面更好涨。7.8 那一带是我计划买完之后开始减仓的位置。 SPCX 我暂时不加。老马最近喊 SpaceX 估值冲到 1 千万亿成为可能,听着确实上头。但按估值算,现在 167 这个价真不算便宜。想加的等一波回调再上;最底部抄的那批筹码别动,拿着就好。 存储这边反倒是开始便宜了。美光 1,030 上下,最新财报里 HBM 需求很硬,明年的货基本锁完、签约价还往上调了。闪迪 1,580 到 1,640 之间,花旗给到 2,100 的目标价,说 NAND 紧张能看到 2028 年。 我的做法很明确:存储这块仓位,我会慢慢往闪迪上换。跌下来就接着建,不追高。 你们现在是接存储,还是跟我一样等回调? $BTC $SPCX $SNDK Bitmine is going to stop buying. ETF outflows have continued for 9 consecutive days. ETH has dropped to around $2500, and the market is in a state of despair. Everyone is asking the same question: who will take over the position? But this question might have been asked wrong from the very beginning. Bitmine's holdings have reached 6.016 million ETH, accounting for 4.9% of the total supply, with less than 100,000 ETH left before hitting the 5% hard cap. Tom Lee personally said that they will stop buying once they reach 5%, and will not buy anymore. The situation with ETFs is even worse. The ETH spot ETF has seen net outflows for 9 consecutive trading days, with a total outflow of $635 million since October. BlackRock's ETHA is the hardest hit, with a single-day maximum outflow of $202 million. What about the price? ETH is now fluctuating around $2500. The RSI is at a weak 44.6, and the trend indeed looks unfavorable. These are all facts, no denial. In the past year or so, Bitmine alone has absorbed 70% of the newly issued ETH. About 2,980 new ETH are issued daily, of which approximately 72% are bought by this single company. What does this mean? The supply side of ETH has become highly dependent on the presence of one buyer. And now this buyer is stopping—shifting from absorbing 70% of new supply weekly to possibly becoming a seller releasing a small amount of staking rewards. Sounds scary, right? But think about it the other way: if an asset always needs a big buyer to "support" the price, then it is inherently fragile. Bitmine stopping actually forces ETH to prove one thing—it doesn't need to rely on a treasury company to survive. A more critical detail: structural changes are brewing on the supply side. The community is indeed discussing EIP-8363—proposing to reduce the annual issuance by about 58.6% under the current staking amount of approximately 42.2 million ETH, lowering the staking annual yield by about 56.4%, with an 18-month transition period. Although this proposal has been withdrawn from the Hegota upgrade, it may be reintroduced through a dedicated consensus process in the future. But the direction is clear: the Ethereum community is seriously discussing "how to make ETH a deflationary asset again." Currently, ETH's net daily increase is about 2,980, with an annual inflation of about 0.86%. If the issuance reduction proposal is implemented in any form, ETH will shift from "net issuance" back to "quasi-deflationary." Bitmine's stop in buying happens just on the eve of this turning point. There is another overlooked signal: restraint itself is value. Tom Lee chose to stop at 5%, rather than using influence to increase holdings indefinitely. An institution can be the largest participant but should not try to dominate the entire network. This is not weakness; it is respect for the ecosystem's health. Imagine what would happen if one entity held more than 10% of ETH—that would no longer be Ethereum but the "Bitmine chain." True long-term investors know where to stop. The real variable is not "who takes over Bitmine's position." It is: has Ethereum's narrative changed? Tom Lee's core logic has never been "treasury companies hoarding coins," but tokenization—BlackRock, JPMorgan, and other traditional institutions will build on Ethereum, with on-chain asset scale expanding from $3-4 trillion toward the $200 trillion traditional capital pool. If this trend holds, ETH's demand source will shift from "treasury companies buying up" to "real demand generated by on-chain economic activity." That is a completely different demand curve—slower but more sustainable. When expectations are extremely low, the direction is often upward. Data shows traders believe the probability of ETH reaching $5000 by year-end is only 4%. 4%. When no one believes, any marginal improvement can become a catalyst. ETF outflows are nearing an end, Bitmine stopping has been fully priced in, issuance reduction discussions are advancing, and tokenization infrastructure is being built. Pessimism is maxed out. There are only two possibilities next: either more pessimism or a turnaround. Bitmine stopping buying is a fact. But if you are bearish on the entire asset just because one buyer exits, you are betting that "Ethereum has only one buyer." That is clearly not true. ETFs are flowing out, but ETFs have never been the only source of ETH demand. Treasury companies are stopping, but the big trend of tokenization is just beginning. The market is betting on one buyer leaving, while Ethereum is betting on the arrival of an entire era. $BTC $ETH $STRK 十月ETF全线走弱 BTC盘面多空拉扯加剧 不少人原本期待十月迎来行情回暖 但从ETF资金数据来看现实不及预期 $BTC $ETH $SOL的现货ETF十月集体陷入资金流出状态 比特币ETF十月前七个交易日净流出3.863亿美元 哪怕周五短暂迎来资金流入 也挡不住前几日大额出逃 以太坊ETF压力更大已经连续9个交易日资金流出 十月累计流失6.35亿美元 Solana ETF同样小幅流出 机构资金整体在撤退给币价上方带来不小压力 不过另一边链上数据出现有意思的分歧 近期BTC长期持有者往交易所转入筹码 是今年2月大跌之后第二大的转入规模 剔除美国政府相关转账后潜在可抛售筹码约1.48万枚 不少是持有半年到数年的老筹码 但分析师观点比较辩证 老筹码换手不一定代表行情见顶 属于筹码的重新洗牌 如果新资金能接住抛盘 充分换手反而会减少后续上涨的阻力 短期盘面资金也出现反转信号 BTC过去24小时资金净流入722枚BTC 相比前一日大幅提升 现在市场就是典型多空博弈 长线机构在ETF赎回离场老巨鲸开始兑现筹码 同时短线资金又在逢低接盘 多空力量互相拉扯短期震荡行情大概率延续 $AEON 本来想割肉祭天,结果天没祭成,肉自己烤熟了。😂 昨天凌晨盯着 AEON 那根反弹,每次上冲都差一口气,量能根本跟不上,上方压得死死的。盘面还没完全启动的时候我就提示,上去没人接,这就是虚火,看空 别上头。 0.06023 附近把 AEON 空单挂进去,手其实也在抖。结果一路阴跌直接给答案了,现在 0.05375,浮盈 +214.84%,这口肉吃得舒服。 先平 70%,大头先装进口袋。剩下 30% 把保护位挪到成本价,继续下杀就让利润自己跑,别贪最后一口。 行情是等出来的,利润是捂出来的。慌是因为没计划,亏是因为想太多。 还没上车的朋友听我一句,现在不是冲的时候,追空容易被反抽扇脸,等下一轮更舒服的位置,我会第一时间提示。 $LAB $DOGE 🚨 $ETH|4333万美元押注以太坊,真正的风险不只是方向! 市场上最值得关注的交易,有时不是谁赚了多少,而是谁承担了多大的风险。 根据目前流传的仓位数据,麻吉的一笔ETH多单规模约4333.99万美元,持有约17100枚ETH,开仓均价2543.06美元,使用约25倍杠杆。 几个数字值得重点关注: 📌 持仓规模: 约4334万美元 📌 开仓价格: 2543.06美元 📌 数据显示的浮亏: 约14.64万美元 📌 账户总资产: 约268.97万美元 📌 可用保证金: 显示为0美元 📌 历史累计盈亏: 约亏损3558万美元 最需要警惕的,并不是ETH短线涨跌几个点,而是高杠杆与有限保证金缓冲同时出现时,账户承受价格波动的空间可能非常有限。 不过,链上仓位追踪数据只是特定时点的快照,实际风险还取决于账户权益、其他持仓、保证金模式以及交易平台的清算规则。上述数字也需要以最新数据核实。 我的观点是:判断一笔交易是否合理,不能只看方向对不对,更要看判断错误时能否承受损失。 即使看好ETH的长期走势,也不意味着高杠杆就是最好的表达方式。 真正成熟的交易$BTC|不是不看好比特币,而是现在的价格,已经不够有吸引力了。 很多人投资BTC,是因为相信它未来还会继续上涨。但我更关心一个问题:从现在买入,未来还能获得多少收益? 假设BTC上一轮高点约为6.9万美元,本轮高点约为12.6万美元,涨幅已经明显收窄。如果未来每一轮牛市的涨幅继续下降,那么即使BTC下一轮突破20万美元,现阶段入场的投资者也未必能获得理想的风险回报。 当然,这只是基于历史周期的推演,不代表BTC未来一定无法突破20万美元。 但有一点值得认真思考:当一个资产的市值已经足够庞大时,继续实现数倍增长,需要的资金规模也会越来越惊人。 所以,我现在更关注的不是BTC还能涨多少,而是有没有更值得研究的机会。 例如,$CRCL 这类股票,如果未来业务增长、估值扩张和市场情绪形成共振,理论上可能提供更高的上涨空间。不过,高预期回报同样意味着更高的波动风险,不能只看目标价格而忽略基本面。 至于 $ETH 和 $ZEC,我更愿意结合各自的估值逻辑、市场周期和风险水平分别判断,而不是因为BTC涨幅预期下降,就简单认定其他资产一定更值得买入。 我的策略很简单:不因为害怕错过账户仓位分歧雷达|近15分钟 $GRASS 头部账户更偏空,持仓仍偏多、价格上涨。空方账户占比升1.82个百分点,持仓空方占比升0.39个百分点、仍为48.9%;价格+0.85%。To speak from the heart, this time I really hope "Xiao Ma" makes a big profit. Not because his judgment is so divine, but because this person truly spends money when he wins—he never hesitates to treat his brothers to a meal. People like him are rare in the crypto world, and I’m eager for him to win a few more times. Look at his latest positions: ETH, entry average price 2,670.25, mark price 2,541.55, 100x leverage (the chart doesn’t show leverage, but with a margin of 289U holding 11.41 ETH, the calculation is about right). Floating loss of 1,468.47U, return rate -481.97%. BTC, 100x leverage, entry average price 83,936.9, mark price 83,740.1. Floating loss of 49.17U, return rate -23.45%. This position is still small, but 100x means if BTC moves 1% against you, you have to say goodbye to your account. Then look at SOXL—short position, 10x leverage, entry average price 153.2, mark price 140.59. Floating profit of 340.41U, return rate +82.29%. This is the real comparative textbook example. So if he cashes out all this wave, the dinner must be a feast! #CPI与PPI公布在即,加息预期迎考验 #机构持续布局,BTC为何仍承压? #PIMCO警告10年期美债收益率或达6% $BTC $ETH $ZEC $GRASS 现价0.8726,24小时涨幅+16.81% 24h最高0.8872,24h最低0.6614 关键价位 压力位:0.8872(本轮冲高高点,强压) 支撑位:0.6964;SuperTrend趋势防守线 0.7457 盘面走势解读 这是一波AI板块的强势拉盘,前期在0.6-0.7区间长时间震荡筑底,直接放量暴力拉升,冲高0.8872后小幅回落,目前处于高位盘整阶段。 1. 资金进场力度很强,一根大阳线直接突破前期震荡箱体,多头情绪爆发,短期趋势直接反转向上。 2. 走势判断: ✅ 想要继续走牛,需要站稳突破0.8872前高,上方空间才能打开,冲击0.9附近。 ❌ 如果反复冲击0.8872承压上不去,大量短线获利盘会出逃,进入高位震荡洗盘;一旦跌破0.7457趋势线,本轮上涨结构被破坏,会深度回踩0.6964支撑。 重点提醒 短期暴涨后的币种,多空博弈激烈,波动会非常狂暴,高位追涨风险巨大。 0.8872是短期强弱分水岭,突破继续看多,承压回落就会进入洗盘,严格控制仓位,带好止损。 $BTC $ETH 《市场自己读表》 这次美联储纪要真正的信号,不是利率往哪走,而是它拒绝给路线图。票委看似同向,却把下一步留成空白。过去交易员盯官员语气,鸽声一响就扑向风险资产;如今只能自己翻CPI、非农、PCE。前瞻指引退潮,数据定价上台。 $BTC 最怕这种时刻。它靠宽松想象续命,降息故事一停,燃料就断,只能在区间里熬,等通胀数据发牌。ETH也尴尬:质押回报拼不过美债,生态又缺新叙事,资金一算性价比,卖得快、买得慢。 $XAUT 反倒从容。黄金不靠美联储放水,而靠美元信用边际松动和央行持续买入。政策不再当保姆时,资产必须自带逻辑。谁能摆脱预期拐杖,谁才站得稳。 当市场不再等发令枪,能自己找到节奏的资产,才会留在场上。#CPI与PPI公布在即,加息预期迎考验 #机构持续布局,BTC为何仍承压? 这里给大家分享点币圈生存法则,都是大实话: 1. 想在币圈长久活下去并且赚到钱,就死磕头部主流币,别整天想着暴富去碰那些乱七八糟的小币,BTC、ETH、SOL、BNB这几个在里面轮动就够了。 2. 选好标的之后,核心就是判断大周期。在一个上升趋势的大周期里拿住别动,这过程很熬人,可能一拿就是2-3年,但收益绝对不会让你失望,稳稳拿个3-5倍问题不大。 3. 如果你不满足于3-5倍,想再激进一点,那就跟着有经验的老手学点技术,或者自己研究下K线,在这个2-3年的大周期里,做一些中大级别的波段,这样下来,把收益做到5-10倍是完全有可能的。 4. 等大方向确认是牛市后,可以拿一点点仓位(小资金)去布局一些热门板块的龙头潜力币,这种币才有机会让你博到10倍甚至更高的收益。 5. 最考验人性的一步:卡准大周期的相对顶部区域,果断止盈,守住利润。别贪心,避免利润大幅回吐,把账面的钱真正变成口袋里的钱。 6. 铁律:绝对不要碰合约杠杆!那是条不归路。合约的尽头只有一个,就是爆仓。中途不管你赚了多少倍,那都只是过程,一次归零就全没了。$BTC $ETH $ZEC #CPI与PPI公布在即,加息预期迎考验 原本列为“可冻结”的111万USDC已转走。10月11日15:57:59(北京),0x816d…cdf8向0xa2ca…9b09转出1,110,263.815937枚USDC,链上交易成功。收款人身份未知。 Bitquery在11日的更新中,把出款地址列入CryptoBilis资金损失案的追踪名单。当时统计截至北京时间约14:00,五个地址合计持有535万USDC。这笔转账发生在快照之后,旧余额已过时。 研究把相关路线描述为ETH经混币服务、Zcash后换回USDC。中间的隐私交易打断了直接追踪,归因依靠金额和时间匹配,属于研究判断;这笔转出本身可在链上直接核对。ETH、ZEC、USDC分别对应这条路线的资产。 可冻结是权限,已冻结才是实际状态。后续看余额与限制状态如何变化。设备失窃原因仍以调查为准。 来源:Bitquery 10月11日更新、Etherscan交易0xbede0c2a…414db3c1;10月12日复核。配图为原始交易页,下方仅作相关现货行情导航。#Ledger确认一台涉事设备遭硬件植入 $ETH $ZEC $USDⓈ #俄罗斯放宽柴油出口,霍尔木兹风险仍支撑油价 Russia has eased diesel export restrictions early this week. Novak announced an additional supply of 300,000 tons in October, 500,000 tons in November, and a surge to 1 million tons in December, with 500,000 tons entering the market at this stage. I think this can give the global diesel shortage some relief. The US diesel retail price has remained above $6.2 recently. However, I believe the risk in the Hormuz Strait has not disappeared. Over the weekend, oil tankers were attacked again, and Brent crude oil prices remain steady around $105, with risk premiums still supporting the market. It is recommended to closely monitor actual export deliveries and the navigation situation in the strait. Don't expect a significant short-term drop in oil prices. $BTC