#加密概念美股

Shanzhai Season; Recently, everyone has been fantasizing that the Shanzhai is coming soon. Personally, I think instead of calling it Shanzhai Season, we should refer to it as a market rebound, which hasn't arrived yet;

The last time we saw a Shanzhai market rebound was in August to September 2024; during that time, Shanzhai generally began to successfully build a bottom, the daily chart turned into a bullish structure, and started to rise; at that time, the U supply reached 6.5% to 7%; this meant that there was U available to flow into various sectors of Shanzhai coins;

The most recent significant rebound in Shanzhai was in April of this year, when many Shanzhai coins generally rebounded, some even doubling; at that time, the U supply reached over 6%;

Each time the U supply gets closer to the trend line in the chart below, Shanzhai generally experiences a draining situation, meaning that while Bitcoin has not dropped much, Shanzhai is crashing;

At this time, the U supply is again near the trend line, so where is the U flowing into various Shanzhai? Without U flowing in, where does the Shanzhai season come from?

The underlying logic of Shanzhai season indicates that there is U flowing into the market; but currently, it seems there isn't more U supply; so will the Shanzhai season come now? I think it's very difficult;