📈This week is likely still a bullish candle
Bitcoin surged to $122K, with a market cap of 4 trillion almost within reach
The Federal Reserve states: Rate cuts may happen 3 times next year
PENGU's daily transaction volume reached $528 million
Upbit suddenly dumped 40 million XRP
Many people only focus on the price, but I pay more attention to capital and sentiment.
1️⃣ The cycle is rising
Expectations of interest rate cuts + accelerated inflow of stablecoins, in this environment, on-chain stablecoins like USD1 will naturally benefit. Historically, during this phase, liquidity tends to flow into BTC first, then to high-certainty assets.
2️⃣ Sentiment is a bit anxious
PENGU is extremely hot, sentiment can switch quickly in such a market; today it's memes, tomorrow it might be DeFi.
If you want to buy the dip, at least look for something with a more stable structure, like WLFI, which is an aggregator of liquidity and can benefit from rotation dividends.
3️⃣ Large funds haven't stopped
BTC is stable, but Upbit's dumping of XRP reminds us that capital isn't one-sided.
Behind every major fluctuation, there are people adjusting their positions and changing tracks.
My judgment
This wave of market has entered an "invisible acceleration phase," but not all assets can soar. This week is likely still a bullish candle, keep some powder dry, focus on liquidity and structure, and don’t get carried away by the hype.#BTC重返12万