Eerie Phenomenon
In Q2, Bitcoin Soared 28%, Jumping from $83,000 to $112,000, But Global Spot Trading Volume Plummeted 22%, Leaving Only $36 Trillion! Where Did the Money Go?
Three Major Truths
Derivatives Become the Main Battlefield: Institutions and High-Frequency Traders Shift to Futures, Derivatives Trading Volume Reaches $20.2 Trillion, Nearly Holding Up the Market (Only Slightly Down 3.6%).
Altcoins Go Silent: Funds Only Recognize Bitcoin and Ethereum, 90% of Altcoins' Liquidity Dried Up, Exchanges Feel as Empty as a 'Ghost Town'.
Exchange Shake-Up: Binance's Market Share Declines, Gate and OKX Grow Against the Trend! Gate's Daily Net Inflow is $256 Million, Users Vote with Their Feet Choosing Safer Platforms.
Main Players Adjusting Positions: While Retail Investors Cut Losses, Big Sharks Are Sweeping Up!
Institutions 'Openly Repair the Bridge, Secretly Cross the River'
Goldman Sachs Clients Frenziedly Bought $4.7 Billion in ETH Futures in Two Weeks, Nasdaq-Listed SharpLink Hoards $1 Billion in ETH (80% Locked Staked).
On-Chain Solid Evidence: Whale Addresses (Holding ≥1,000 ETH) Surpass 5,600, Cost Only $3,200, Drop to $3,300? They Simply Can't Bear to Dump!
Retail Investors Commit a Major Faux Pas
Behind the Decline in Spot Trading Volume is Retail Investors Being Wash-Traded Out by Three Moves:
Seeing Consolidation and Cutting Losses (ETH Defending $3,340 Grinding);
Scared Away by False Breakouts (ETH Touched $3,230 but Rebounded Instantly);
Missed Policy Dividend (U.S. Issues 'Golden ID' for ETH, BlackRock ETF Lands in 72 Hours).
Retail Investors Turnaround: Follow the Big Sharks, Reap Three Waves of Dividends!
Spot Party 'Easy Profit Guide'**
70% of Positions Hold Bitcoin/ETH: Institutional Costs Locked In (Bitcoin at $110,000, ETH at $3,200), Drop to Support Level and Blindly Add Positions.
Target Price: Bitcoin Aiming for $150,000 (Historical Pattern: The Longer the Consolidation, the Sharper the Surge), ETH at $5,000 by Year-End.
Policy Dividend 'Three-Piece Set'**
L2 Leaders (OP/ARB): Ethereum Gas Fees at 30% Off, Ecosystem Explodes! OP Weekly Trading Volume Doubles, Two Months of Consolidation = Pre-flight Low.
Staking Protocol (LDO): Annualized 6.1% Return (20 Times Higher than Banks), Hundreds of Billions in Funds Queued to Enter.
Compliant Exchanges (Gate/OKX): Platforms with Reserve Ratios Over 120% Are Safer, Net Capital Inflow = User Trust Votes.
Blood and Tears Discipline
Total Position ≤ Spare Money 50% (Prevent Insomnia);
Do Not Touch Altcoins (90% Have Become Zombie Coins);
Do Not Catch Falling Knives Below Key Levels (Bitcoin at $110,000, ETH at $3,200).
Wealth Signal: Three Fires Ignite August Market!
Policy Fire: U.S. 'Crypto Week' Three Bills Implemented (Stablecoins, ETH as Commodity, Anti-Central Bank Digital Currency), Compliance Funds' Gate Fully Open!
Technical Fire: Ethereum EIP-4844 Upgrade Saves 70% on Transfers, Turkish and Mexican Users Flood In (One Week Added a Million Addresses).
Interest Rate Fire: Trump Pressures the Federal Reserve, September Rate Cut Probability 85%, Historical Script Repeats - 2020 Rate Cut Cycle ETH Rises 300%!
Ending Strike:
‘While Others Are Still Fixated on Declining Trading Volume and Panic, Smart People Have Already Seen the Smoke of Major Funds Adjusting Positions - Remember, Every 'Abnormal Data' in a Bull Market is a Signal for Wealth Redistribution! Hold Steady on Spot, Grasp Dividends, Avoid Altcoins, Doubling Your Account by Year-End is Just the Starting Point!’
Is One Person Too Small? Focus on Ails! Top Battle Power Gathers, Only Recognizing Insane Ambition!