The Truth Behind the Crash: Bottom-fishing funds have already entered the market, but 99% of people are stepping into pits!

'Stablecoin Reflow ≠ Altcoin Season Start, Dog Traders are using a new script to harvest!'

Under Currents: Exchange Data Hides Danger

  • Big Pie (BTC) Continuous Outflow: Exchange BTC reserves have dropped to a 3-year low, miners + institutions locked up over 1.8 million BTC. No one is dumping = limited downside, the pullback due to the Iraq conflict is precisely the accumulation window.

  • Fake Reflow of Stablecoins: Although the USDT stock on exchanges has returned to the level of June 11, the weekly net outflow still reached 720 million, institutions are shifting funds to DeFi protocols through OTC channels to capture interest spreads.

Altcoin Death Trap: Full Analysis of Capital Flow

  1. Institutional Arbitrage Erodes Liquidity: 80% of new stablecoins flow into staking mining and cross-border payments, traditional institutions like Standard Chartered see a 300% increase in OTC trading.

  2. The Truth About MEME Coins: The hype around MEME on the Solana chain only uses SOL trading pairs, stablecoins haven’t entered to provide liquidity, the surge relies entirely on existing stocks cutting against each other.

  3. Historical Lessons: After the 519 crash, the average time for altcoins to reach zero was only 37 days, and the current market sentiment is 89% similar to before the 2021 crash.

Wealth Code: Three Tricks to Counter Dog Traders

  1. Big Pie 'Bullet Chambering' Strategy:

    • Investment Timing: When BTC breaks below the EMA30 line (currently $67,200), buy in 3 batches.

    • Position Control: Total funds ≤5% participate in the wave, stop loss immediately if it breaks the previous low.

  2. Counter-Consensus Arbitrage: When the overall network liquidation rate >80%, take a reverse position to profit from panic selling (e.g., on 6/13, went long on ETH due to the Iraq conflict, 47% profit in 36 hours).

  3. Reject Shanzhai Temptation: Before stablecoins show continuous net inflow, the rise of altcoins = a brief flash, better to miss out than to make a mistake.

Ultimate Prophecy: The script for the second half of the year has already been written.

  • July Turning Point: If the Federal Reserve implements interest rate cuts, BTC will break the previous high of $73,800, driving ETH and SOL to catch up.

  • September Black Swan: The policy game of the US election may trigger a second bottoming, but the probability of Big Pie breaking below 60,000 is only 12%.

2600 Days of Financial Journey, Exclusive Secrets of Pioneers in the Crypto Circle: Insight into the market, steady progress, pay attention to how the captain teaches you to steadily increase value, risks and opportunities coexist in investment, blind operations are a major taboo in the crypto circle!