隔壁老石
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《给所有在这轮下跌中煎熬的兄弟们》
兄弟们，现在的盘面已经不需要分析师来解释，
一眼望去，谁都在亏，
谁都在问一句话：“我该不该割？”
我今天就不讲大道理，咱说人话。
一、先割肉，才能保命
别听那些喊“拿住信仰”的人，
他们要么没买，要么早跑了。
真正被套的，都是拿着真金白银扛的人。
现在市场最大的问题不是“价格低”，
而是流动性干枯、信心塌陷。
在这种局面下，
你就算买对币，也可能被情绪砸死。
记住一句话：
“亏10%叫损失，亏50%叫重伤，亏80%叫信仰。”
信仰能值钱吗？不能。能抄底的，都是先止血的。
二、割肉不是认输，是换命
割肉不是输给市场，是赢回主动权。
因为你一旦空仓，就能重新选择、重新布局。
这轮下跌，连巨鲸、基金、做市商都被清仓，
那你我这些普通散户更没必要去“硬抗”。
9月的BTC是信心泡沫；
10月是资金抽离；
11月是情绪坍塌。
这三步走完，市场才会真正进入“建底阶段”。
那时你才该慢慢回来。
所以，割肉不是离场，
而是“为下一次抄底腾出子弹”。
三、抄底要看信号，不看情绪
别问“啥时候抄底”，
真正的底，不在价格，而在行为。
等出现以下信号，再考虑进场：
1️⃣ 美债收益率开始回落（意味着钱重新流出国债）；
2️⃣ 稳定币总市值回升（资金回流加密市场）；
3️⃣ 恐慌指数跌回50以下（恐慌出尽，理性恢复）；
4️⃣ 链上大户净流入转正（鲸鱼开始吸筹）。
别抢反弹，别赌底部，
能买在“绝望后”而不是“恐慌中”，
那才是真正的抄底。
💬 “割肉不是结束，是重生；
真正的高手，不是不亏钱，而是敢重新来。”
——隔壁老石$BTC
$ETH
$BNB
一眼望去，谁都在亏，
谁都在问一句话：“我该不该割？”
我今天就不讲大道理，咱说人话。
一、先割肉，才能保命
别听那些喊“拿住信仰”的人，
他们要么没买，要么早跑了。
真正被套的，都是拿着真金白银扛的人。
现在市场最大的问题不是“价格低”，
而是流动性干枯、信心塌陷。
在这种局面下，
你就算买对币，也可能被情绪砸死。
记住一句话：
“亏10%叫损失，亏50%叫重伤，亏80%叫信仰。”
信仰能值钱吗？不能。能抄底的，都是先止血的。
二、割肉不是认输，是换命
割肉不是输给市场，是赢回主动权。
因为你一旦空仓，就能重新选择、重新布局。
这轮下跌，连巨鲸、基金、做市商都被清仓，
那你我这些普通散户更没必要去“硬抗”。
9月的BTC是信心泡沫；
10月是资金抽离；
11月是情绪坍塌。
这三步走完，市场才会真正进入“建底阶段”。
那时你才该慢慢回来。
所以，割肉不是离场，
而是“为下一次抄底腾出子弹”。
三、抄底要看信号，不看情绪
别问“啥时候抄底”，
真正的底，不在价格，而在行为。
等出现以下信号，再考虑进场：
1️⃣ 美债收益率开始回落（意味着钱重新流出国债）；
2️⃣ 稳定币总市值回升（资金回流加密市场）；
3️⃣ 恐慌指数跌回50以下（恐慌出尽，理性恢复）；
4️⃣ 链上大户净流入转正（鲸鱼开始吸筹）。
别抢反弹，别赌底部，
能买在“绝望后”而不是“恐慌中”，
那才是真正的抄底。
💬 “割肉不是结束，是重生；
真正的高手，不是不亏钱，而是敢重新来。”
——隔壁老石$BTC
$ETH
$BNB
See original
《Bitwise Bullish, Secretly Reducing Positions? The Two Faces of Institutional Belief》
Brothers, in the past two days, Bitwise's CIO has made statements on CNBC:
'Retail investors are extremely desperate, but institutions are still increasing their allocation to Bitcoin.'
There is no doubt that BTC may reach new highs this year, with a target range of 125000~130000.
Sounds exciting, right?
But the question arises - are they really increasing their positions? Or are they just talking about belief while reducing their holdings?
1. Behind the shout of 'new highs': emotional washing, rather than a declaration of belief
Let's first look at a few key data sets 👇
📊 Price performance:
Bitcoin has fallen from 118000 to 99000 in the past three weeks, a decline of nearly 16%;
Ethereum has fallen from 4100 to 3550 during the same period, a decrease of 13.4%.
'Retail investors are extremely desperate, but institutions are still increasing their allocation to Bitcoin.'
There is no doubt that BTC may reach new highs this year, with a target range of 125000~130000.
Sounds exciting, right?
But the question arises - are they really increasing their positions? Or are they just talking about belief while reducing their holdings?
1. Behind the shout of 'new highs': emotional washing, rather than a declaration of belief
Let's first look at a few key data sets 👇
📊 Price performance:
Bitcoin has fallen from 118000 to 99000 in the past three weeks, a decline of nearly 16%;
Ethereum has fallen from 4100 to 3550 during the same period, a decrease of 13.4%.
Translate
《比特币凌晨暴跌：不是熊来了，是钱被美债吸走了》
昨晚凌晨，整个加密市场被“抽干”了。
比特币跌破10.58万美元关键支撑，以太坊失守3560美元，
全网 35万人爆仓、12亿美元蒸发。
这不是偶然事件，而是流动性收紧 + 连环利空叠加的结果。
一、市场没钱了：美国的“抽水机”开到最大档
这次暴跌的核心逻辑不是“谁砸盘”，而是“钱去哪了”。
1️⃣ TGA锁水——财政部收紧供血
美国财政部的TGA账户，相当于市场的“心脏泵血机”。
往外放钱=市场活跃，收钱=流动性干枯。
数据显示，上周TGA余额从7550亿美元升到8120亿美元，
意味着财政部在“抽钱进国库”，市场直接少了570亿美金的流动性。
2️⃣ 美债拍卖吸金1630亿
昨晚美财政部发行3M和6M期国债，总额1630亿美元，
这笔真金白银直接“吸”进国债市场。
换句话说，投资者拿流动性去买安全资产，
加密货币这种“高波动资产”自然成了牺牲品。
所以，这不是技术面崩，是资金面塌。
当美元回流国债、流动性紧缩，
BTC、ETH 都只是“被抽血的结果”。
二、火上浇油：黑客事故 + 美联储放鹰
1️⃣ 黑客攻击触发恐慌连锁
DeFi 某头部平台昨夜被攻击，相关公链紧急停机2小时。
虽然最终冻结了黑客钱包，但消息扩散的那几分钟，
市场资金短线撤出约 3.2亿美元，ETH 链上活跃钱包骤降 18%。
——恐慌不是来自黑客，而是“不确定性”。
2️⃣ 美联储理事放鹰，降息预期破灭
美联储理事古尔斯比表示：
“对通胀要保持警惕，现在不是放松的时候。”
市场反应极快：
CME FedWatch显示，12月降息概率从69.8%跌至67.5%。
别小看这2.3个百分点——这代表市场收回了数百亿美元的宽松预期。
资金没信心，风险资产自然被“止盈套现”。
三、这波暴跌不是“砸盘”，而是“集体躲风险”
📉 四个特征说明了——这是一场系统性避险，而非单点爆雷：
1️⃣ BTC跌破MA200日均线（生命线）
技术面信号触发自动止损，算法交易砸出第一刀。
2️⃣ 35万人爆仓，杠杆资金被一刀切
数据显示，过去24小时爆仓金额超12亿美元，
其中多单占比 79.6%。这是典型的“多杀多”链式清算。
3️⃣ 机构入场规模骤降
MicroStrategy上周仅增持 8.2万枚ETH，环比减少近 60%。
流动性枯竭导致机构也暂时“观望”。
4️⃣ 恐慌指数飙升至72（恐惧区）
过去一个月从47 → 72，
说明市场已从“谨慎乐观”转为“避险为主”。
四、结论：这不是牛市终结，而是“钱暂时走丢了”
资金面的问题，终究要靠资金来解决。
TGA一旦开始放水、美债拍卖降温、美联储态度缓和，
流动性会重新回流，加密资产会率先反弹。
📊 参考数据：
在2023年10月的类似事件中，BTC在流动性收紧后下跌12%，
但在财政部重新投放流动性后，一个月内反弹了 23.6%。
所以，这轮不是趋势反转，而是流动性轮换。
真正的底，不在图表里，在“钱回来的那一刻”。
💬 “加密市场不会因为崩盘而死，只会因为没钱而冷。”
——隔壁老石
比特币跌破10.58万美元关键支撑，以太坊失守3560美元，
全网 35万人爆仓、12亿美元蒸发。
这不是偶然事件，而是流动性收紧 + 连环利空叠加的结果。
一、市场没钱了：美国的“抽水机”开到最大档
这次暴跌的核心逻辑不是“谁砸盘”，而是“钱去哪了”。
1️⃣ TGA锁水——财政部收紧供血
美国财政部的TGA账户，相当于市场的“心脏泵血机”。
往外放钱=市场活跃，收钱=流动性干枯。
数据显示，上周TGA余额从7550亿美元升到8120亿美元，
意味着财政部在“抽钱进国库”，市场直接少了570亿美金的流动性。
2️⃣ 美债拍卖吸金1630亿
昨晚美财政部发行3M和6M期国债，总额1630亿美元，
这笔真金白银直接“吸”进国债市场。
换句话说，投资者拿流动性去买安全资产，
加密货币这种“高波动资产”自然成了牺牲品。
所以，这不是技术面崩，是资金面塌。
当美元回流国债、流动性紧缩，
BTC、ETH 都只是“被抽血的结果”。
二、火上浇油：黑客事故 + 美联储放鹰
1️⃣ 黑客攻击触发恐慌连锁
DeFi 某头部平台昨夜被攻击，相关公链紧急停机2小时。
虽然最终冻结了黑客钱包，但消息扩散的那几分钟，
市场资金短线撤出约 3.2亿美元，ETH 链上活跃钱包骤降 18%。
——恐慌不是来自黑客，而是“不确定性”。
2️⃣ 美联储理事放鹰，降息预期破灭
美联储理事古尔斯比表示：
“对通胀要保持警惕，现在不是放松的时候。”
市场反应极快：
CME FedWatch显示，12月降息概率从69.8%跌至67.5%。
别小看这2.3个百分点——这代表市场收回了数百亿美元的宽松预期。
资金没信心，风险资产自然被“止盈套现”。
三、这波暴跌不是“砸盘”，而是“集体躲风险”
📉 四个特征说明了——这是一场系统性避险，而非单点爆雷：
1️⃣ BTC跌破MA200日均线（生命线）
技术面信号触发自动止损，算法交易砸出第一刀。
2️⃣ 35万人爆仓，杠杆资金被一刀切
数据显示，过去24小时爆仓金额超12亿美元，
其中多单占比 79.6%。这是典型的“多杀多”链式清算。
3️⃣ 机构入场规模骤降
MicroStrategy上周仅增持 8.2万枚ETH，环比减少近 60%。
流动性枯竭导致机构也暂时“观望”。
4️⃣ 恐慌指数飙升至72（恐惧区）
过去一个月从47 → 72，
说明市场已从“谨慎乐观”转为“避险为主”。
四、结论：这不是牛市终结，而是“钱暂时走丢了”
资金面的问题，终究要靠资金来解决。
TGA一旦开始放水、美债拍卖降温、美联储态度缓和，
流动性会重新回流，加密资产会率先反弹。
📊 参考数据：
在2023年10月的类似事件中，BTC在流动性收紧后下跌12%，
但在财政部重新投放流动性后，一个月内反弹了 23.6%。
所以，这轮不是趋势反转，而是流动性轮换。
真正的底，不在图表里，在“钱回来的那一刻”。
💬 “加密市场不会因为崩盘而死，只会因为没钱而冷。”
——隔壁老石
See original
《MMT: The Worst 'Counter Hedging' Scheme Ever, Even KOLs Became Fuel》
Brothers, this wave of $MMT's operations,
It can be considered the pinnacle of financial art in the crypto world.
📈 Opening price: 0.3U.
It seems unremarkable,
But - the project party did not give out the coins.
Yes, you read that right:
The private placement coins have not been distributed, and the airdrops have not been issued.
No one could sell off, no one could cash out, the circulating supply was squeaky clean.
Thus, MMT quietly rose to 1U.
At this point, the savvy KOLs and private placement players began to sense something was wrong:
"Coins not in hand, I need to hedge first!"
So they collectively went to open short positions to hedge risks.
But brothers, this is precisely the starting point of the trap.
💣 The project party used their hedging funds - countering as fuel,
It can be considered the pinnacle of financial art in the crypto world.
📈 Opening price: 0.3U.
It seems unremarkable,
But - the project party did not give out the coins.
Yes, you read that right:
The private placement coins have not been distributed, and the airdrops have not been issued.
No one could sell off, no one could cash out, the circulating supply was squeaky clean.
Thus, MMT quietly rose to 1U.
At this point, the savvy KOLs and private placement players began to sense something was wrong:
"Coins not in hand, I need to hedge first!"
So they collectively went to open short positions to hedge risks.
But brothers, this is precisely the starting point of the trap.
💣 The project party used their hedging funds - countering as fuel,
See original
The Fall of the Legendary Whale: The Myth of 14 Consecutive Wins, Died in the Hands of Leverage
Brothers, that legendary whale who 'hit the mark 14 times' completely blew up this morning.
On-chain data shows:
All his long positions on Hyperliquid were forcibly liquidated,
Cumulative loss of about 40 million dollars.
From October 24th to now, the win rate has dropped from 100% to 77.7%.
Liquidation point? At ETH 3120 dollars.
And at that time the market—
BTC dropped below 100,000, ETH tested 3057.
There wasn't even a chance to catch a breath.
💥 This is a typical case of 'leverage kill.'
Let's break down the logic of this disaster:
1️⃣ Because of high leverage, the win rate has lost its meaning
On-chain data shows:
All his long positions on Hyperliquid were forcibly liquidated,
Cumulative loss of about 40 million dollars.
From October 24th to now, the win rate has dropped from 100% to 77.7%.
Liquidation point? At ETH 3120 dollars.
And at that time the market—
BTC dropped below 100,000, ETH tested 3057.
There wasn't even a chance to catch a breath.
💥 This is a typical case of 'leverage kill.'
Let's break down the logic of this disaster:
1️⃣ Because of high leverage, the win rate has lost its meaning
See original
Bamboo Summer's Latest Judgment: Bitcoin is Going Through the 'Most Intense' Type of Fluctuation
Brothers, don't think it's over just because it has dropped.
Bamboo Summer's latest prediction: This wave of Bitcoin is not a sharp drop, but rather a grinding style bear market.
He clearly said:
Expected to first probe down to $94,500,
Then it may rebound to over $116,000,
Finally, the real bottom falls around $84,000 (even lower by 6~8%).
Sounds like a script of 'false bull, true bear.'
Up and down, seemingly hopeful, but actually a meat grinder market.
Come on, let's break down this logic 👇
1️⃣ First down plunge ——
to clear out high leverage and chasing positions.
Bamboo Summer's latest prediction: This wave of Bitcoin is not a sharp drop, but rather a grinding style bear market.
He clearly said:
Expected to first probe down to $94,500,
Then it may rebound to over $116,000,
Finally, the real bottom falls around $84,000 (even lower by 6~8%).
Sounds like a script of 'false bull, true bear.'
Up and down, seemingly hopeful, but actually a meat grinder market.
Come on, let's break down this logic 👇
1️⃣ First down plunge ——
to clear out high leverage and chasing positions.
See original
Is the U.S. going to build a 'Strategic Bitcoin Reserve'? Is this real madness or a grand strategy?
Brothers, it's here—
U.S. Senator Cynthia Lummis just made a statement:
"Establishing a Strategic Bitcoin Reserve (SBR) is the only solution to the national debt."
And she publicly supports the Trump administration in promoting this plan.
This statement carries a lot of information.
It is important to know that the U.S. national debt is approaching 39 trillion dollars,
The interest expense alone exceeds 1.3 trillion dollars a year, which is higher than the defense budget.
The dollar is inflating, and the debt is exploding; the Treasury's calculations are almost smoking.
And Lummis's point is very simple:
Since the dollar is deteriorating in inflation, let's use Bitcoin as the "new gold".
U.S. Senator Cynthia Lummis just made a statement:
"Establishing a Strategic Bitcoin Reserve (SBR) is the only solution to the national debt."
And she publicly supports the Trump administration in promoting this plan.
This statement carries a lot of information.
It is important to know that the U.S. national debt is approaching 39 trillion dollars,
The interest expense alone exceeds 1.3 trillion dollars a year, which is higher than the defense budget.
The dollar is inflating, and the debt is exploding; the Treasury's calculations are almost smoking.
And Lummis's point is very simple:
Since the dollar is deteriorating in inflation, let's use Bitcoin as the "new gold".
Translate
《巨鲸也慌了：循环贷杠杆爆炸前夜》
兄弟们，连巨鲸都开始割肉还贷了。
据 BlockBeats 报道，这位通过循环贷做多 1320 枚 WBTC（约 1.32 亿美元）的巨鲸，仓位已经被打到清算线边缘。
今天早上，为了自救，他卖出 465.4 枚 WBTC 和 2686 枚 ETH，拿回5652 万美金还款。
看清楚这两组数字——
WBTC 卖出价：102,722 美元；
ETH 卖出价：3244 美元。
这不是“止盈”，是割肉还债。
💣 什么叫循环贷？
简单说，就是“拿BTC抵押借钱买BTC”，
再拿新买的BTC再抵押、再借、再买。
这就是循环杠杆。
听起来像无敌复利，
但在波动面前，就是无敌自爆。
这次巨鲸的循环贷规模超过1亿美金，
只要BTC再跌个5%，
他就会直接被清算成炮灰。
于是你看到他开始主动砍仓换现金还债。
——这就是典型的“预清算行动”。
而这种动作，往往会引发连锁反应：
1️⃣ 市场情绪恐慌加剧，
2️⃣ 其他高杠杆账户被迫补保证金或平仓，
3️⃣ 做空的资金趁机狙击，
4️⃣ 多杀多的地狱循环再度开启。
兄弟们记住：
循环贷是市场上最优雅的自杀方式。
在行情顺的时候，像神；
行情反的时候，像人形绞肉机。
💬结尾金句：
“所有的杠杆，最后都在考验你有没有现金。
币圈最大的清算线，不在链上，在人心。”
——隔壁老石
#巨鲸动向
据 BlockBeats 报道，这位通过循环贷做多 1320 枚 WBTC（约 1.32 亿美元）的巨鲸，仓位已经被打到清算线边缘。
今天早上，为了自救，他卖出 465.4 枚 WBTC 和 2686 枚 ETH，拿回5652 万美金还款。
看清楚这两组数字——
WBTC 卖出价：102,722 美元；
ETH 卖出价：3244 美元。
这不是“止盈”，是割肉还债。
💣 什么叫循环贷？
简单说，就是“拿BTC抵押借钱买BTC”，
再拿新买的BTC再抵押、再借、再买。
这就是循环杠杆。
听起来像无敌复利，
但在波动面前，就是无敌自爆。
这次巨鲸的循环贷规模超过1亿美金，
只要BTC再跌个5%，
他就会直接被清算成炮灰。
于是你看到他开始主动砍仓换现金还债。
——这就是典型的“预清算行动”。
而这种动作，往往会引发连锁反应：
1️⃣ 市场情绪恐慌加剧，
2️⃣ 其他高杠杆账户被迫补保证金或平仓，
3️⃣ 做空的资金趁机狙击，
4️⃣ 多杀多的地狱循环再度开启。
兄弟们记住：
循环贷是市场上最优雅的自杀方式。
在行情顺的时候，像神；
行情反的时候，像人形绞肉机。
💬结尾金句：
“所有的杠杆，最后都在考验你有没有现金。
币圈最大的清算线，不在链上，在人心。”
——隔壁老石
#巨鲸动向
See original
‘Has Richard Heart started 'taking a shower' again?’
Brothers, the 'wealth flaunting maniac' in the crypto world, Richard Heart, is at it again.
According to PANews, he funneled 47,200 ETH to Tornado Cash through 4 addresses, equivalent to $151 million. And in his wallet—there are still over 63,000 ETH, worth about $200 million.
What does that mean?
In simple terms, it means—
This guy might be 'taking a shower' again, or preparing to run away.
You should know, this founder of HEX and PulseChain was once the most flamboyant man in the crypto world:
Watches worth millions on his wrist;
Diamond-encrusted Rolex, Ferrari, LV coat;
He has publicly said, 'I understand marketing better than CZ.'
According to PANews, he funneled 47,200 ETH to Tornado Cash through 4 addresses, equivalent to $151 million. And in his wallet—there are still over 63,000 ETH, worth about $200 million.
What does that mean?
In simple terms, it means—
This guy might be 'taking a shower' again, or preparing to run away.
You should know, this founder of HEX and PulseChain was once the most flamboyant man in the crypto world:
Watches worth millions on his wrist;
Diamond-encrusted Rolex, Ferrari, LV coat;
He has publicly said, 'I understand marketing better than CZ.'
Translate
《白宫宣布：加密打压结束，牛市正式合法化》
兄弟们，
来了——
白宫官方确认：特朗普已正式结束拜登政府对加密行业的政策打压。
这意味着什么？
意味着这场持续三年的“监管围剿”，
终于，被按下暂停键。
一、这不是一句话，这是“监管权交接”
过去三年，美国财政部、SEC、CFTC、白宫科技办公室，
轮番出手封交易所、卡牌照、冻结资金。
拜登时代的逻辑是：
“不监管加密，就无法控制美元。”
但特朗普上台后，思路完全反了。
他要的不是打压，而是吸收。
白宫声明的原话是：
“总统已结束拜登时期针对加密行业的不必要限制，
未来美国将推动数字资产与传统金融体系的融合。”
翻译成人话就是：
从围剿，到收编。
二、别忘了谁在背后：华尔街早就准备好了
兄弟们，
华尔街的动作，早就说明了一切。
黑岩（BlackRock）已向SEC提交SOL、LINK、XRP ETF预审文件；
摩根大通（JPMorgan）推出区块链结算子系统JPMCoin 2.0；
富达（Fidelity）申请比特币质押收益许可；
高盛（Goldman Sachs）成立内部加密衍生品部门。
他们一直在等——
等监管松口。
而这次特朗普的声明，
相当于给整个华尔街发了准入通行证。
三、特朗普为什么敢放？因为形势逼的
美国现在面临三个现实问题：
1️⃣ 美债利息一年1.6万亿美元，财政透支；
2️⃣ AI+半导体板块见顶，缺新资金故事；
3️⃣ 美元结算体系在去全球化的压力下开始退潮。
而加密，是唯一还能吸引外资、刺激流动性的出口。
特朗普很清楚：
拜登打压加密，
导致美国市场让出大量资本份额给亚洲、阿联酋、甚至香港。
现在他要做的事，是重新夺回叙事权。
——“美国重新欢迎加密”。
四、这句话的后果：游戏规则被彻底改写
这条声明的后续效应，会非常恐怖。
从政策视角看：
美国银行系统可重新介入加密清算（Silvergate模式重启）；
美联储与稳定币机构的对接或将合法化；
ETF、DAO、链上支付、加密薪资等，将全面入法。
这意味着，
“加密市场不再是地下经济”，
而是正式成为“美国产业的一部分”。
你能想象吗？
曾经要逃避监管的币圈，
现在被请进了白宫。
五、结论：币圈从此不再“反叛”，而是“国策”
这件事的格局变化太大了。
从今天起，
加密不再是敌人，是国家工具；
投机不再是罪名，是产业投资；
币圈不再边缘化，而是政策中心。
这一天，意味着牛市合法化。
——不是价格涨，而是地位变。
一句话总结：
拜登时代是“围剿”，
特朗普时代是“征用”。
币圈从地下，走向国策。
——隔壁老石
“这次，不是利好，是历史节点。”
来了——
白宫官方确认：特朗普已正式结束拜登政府对加密行业的政策打压。
这意味着什么？
意味着这场持续三年的“监管围剿”，
终于，被按下暂停键。
一、这不是一句话，这是“监管权交接”
过去三年，美国财政部、SEC、CFTC、白宫科技办公室，
轮番出手封交易所、卡牌照、冻结资金。
拜登时代的逻辑是：
“不监管加密，就无法控制美元。”
但特朗普上台后，思路完全反了。
他要的不是打压，而是吸收。
白宫声明的原话是：
“总统已结束拜登时期针对加密行业的不必要限制，
未来美国将推动数字资产与传统金融体系的融合。”
翻译成人话就是：
从围剿，到收编。
二、别忘了谁在背后：华尔街早就准备好了
兄弟们，
华尔街的动作，早就说明了一切。
黑岩（BlackRock）已向SEC提交SOL、LINK、XRP ETF预审文件；
摩根大通（JPMorgan）推出区块链结算子系统JPMCoin 2.0；
富达（Fidelity）申请比特币质押收益许可；
高盛（Goldman Sachs）成立内部加密衍生品部门。
他们一直在等——
等监管松口。
而这次特朗普的声明，
相当于给整个华尔街发了准入通行证。
三、特朗普为什么敢放？因为形势逼的
美国现在面临三个现实问题：
1️⃣ 美债利息一年1.6万亿美元，财政透支；
2️⃣ AI+半导体板块见顶，缺新资金故事；
3️⃣ 美元结算体系在去全球化的压力下开始退潮。
而加密，是唯一还能吸引外资、刺激流动性的出口。
特朗普很清楚：
拜登打压加密，
导致美国市场让出大量资本份额给亚洲、阿联酋、甚至香港。
现在他要做的事，是重新夺回叙事权。
——“美国重新欢迎加密”。
四、这句话的后果：游戏规则被彻底改写
这条声明的后续效应，会非常恐怖。
从政策视角看：
美国银行系统可重新介入加密清算（Silvergate模式重启）；
美联储与稳定币机构的对接或将合法化；
ETF、DAO、链上支付、加密薪资等，将全面入法。
这意味着，
“加密市场不再是地下经济”，
而是正式成为“美国产业的一部分”。
你能想象吗？
曾经要逃避监管的币圈，
现在被请进了白宫。
五、结论：币圈从此不再“反叛”，而是“国策”
这件事的格局变化太大了。
从今天起，
加密不再是敌人，是国家工具；
投机不再是罪名，是产业投资；
币圈不再边缘化，而是政策中心。
这一天，意味着牛市合法化。
——不是价格涨，而是地位变。
一句话总结：
拜登时代是“围剿”，
特朗普时代是“征用”。
币圈从地下，走向国策。
——隔壁老石
“这次，不是利好，是历史节点。”
See original
《2 billion USD liquidation night: longs were harvested to ashes, the market's chip reshuffling has begun》
Last night's slash was really ruthless.
This wave of the cryptocurrency market——
Those who survived are not the smart ones, but those who didn't leverage.
In 24 hours, the entire network had liquidations totaling 2.028 billion USD.
Among them——
💥Long position: exploded 1.628 billion
💀Short position: exploded 399 million
——The main long position has exploded, and there are cries everywhere.
Brothers, everyone who wanted to bottom-fish has jumped in.
The market makers haven't killed the shorts, only the greedy ones.
ETH liquidation 657 million, BTC liquidation 614 million,
In one night, the futures market was completely cleared.
That tone of 'not buying at 3,300 is foolish',
Now it has all turned into the cries of 'why was I liquidated again'.
This wave of the cryptocurrency market——
Those who survived are not the smart ones, but those who didn't leverage.
In 24 hours, the entire network had liquidations totaling 2.028 billion USD.
Among them——
💥Long position: exploded 1.628 billion
💀Short position: exploded 399 million
——The main long position has exploded, and there are cries everywhere.
Brothers, everyone who wanted to bottom-fish has jumped in.
The market makers haven't killed the shorts, only the greedy ones.
ETH liquidation 657 million, BTC liquidation 614 million,
In one night, the futures market was completely cleared.
That tone of 'not buying at 3,300 is foolish',
Now it has all turned into the cries of 'why was I liquidated again'.
See original
《Whale's Reversal: 482 million USDC re-entering the market, 144,255 ETH returned, is the wind changing?》
Brothers, the wind in the crypto world may turn again.
On-chain data shows that the whale who heavily shorted ETH on October 20,
Yesterday, completely cleared the short position and went long.
How exactly did it operate? Let's break it down.
🧠 1. Two weeks ago: The classic script of borrowing tokens to short
On October 20, on-chain analyst Yujin discovered:
This whale borrowed 66,000 ETH (about 220 million USD) from Aave,
Dumping ETH into the market to short.
the collateral was 700 million USDC withdrawn from Binance.
It's very simple:
He used USD to leverage and borrowed tokens from the chain to dump the market.
On-chain data shows that the whale who heavily shorted ETH on October 20,
Yesterday, completely cleared the short position and went long.
How exactly did it operate? Let's break it down.
🧠 1. Two weeks ago: The classic script of borrowing tokens to short
On October 20, on-chain analyst Yujin discovered:
This whale borrowed 66,000 ETH (about 220 million USD) from Aave,
Dumping ETH into the market to short.
the collateral was 700 million USDC withdrawn from Binance.
It's very simple:
He used USD to leverage and borrowed tokens from the chain to dump the market.
See original
《44 Million Dollar Black Hole: DWF's Secret War》
Brothers, this is serious.
DWF Labs, the mysterious market maker that has been 'buying, buying, buying' in major projects, has been revealed to have possibly been penetrated by the North Korean hacker group AppleJeus in September 2022.
—— Loss of 44 million USDC/USDT.
You're not mistaken, the group that is best at crashing the market in the crypto world may have been 'reverse market making' for two years already.
1️⃣ Who is AppleJeus?
This is one of North Korea's oldest online gangs, specializing in disguising as investment institutions and DeFi projects to deceive transaction signatures and fish for mnemonic phrases.
They are not hackers; they are a national team.
DWF Labs, the mysterious market maker that has been 'buying, buying, buying' in major projects, has been revealed to have possibly been penetrated by the North Korean hacker group AppleJeus in September 2022.
—— Loss of 44 million USDC/USDT.
You're not mistaken, the group that is best at crashing the market in the crypto world may have been 'reverse market making' for two years already.
1️⃣ Who is AppleJeus?
This is one of North Korea's oldest online gangs, specializing in disguising as investment institutions and DeFi projects to deceive transaction signatures and fish for mnemonic phrases.
They are not hackers; they are a national team.
See original
Brothers are taking advantage of the benefits, Aster's wave of 200,000 dollars in benefits, along with a tutorial!
Brothers,
The recent airdrops have been too stingy, but this wave of Aster×BSquared Network's event is really nice.
In summary:
This is a project that can take advantage of two layers of benefits — you can receive rewards and also fit the narrative.
⸻
🪙 1. Event overview (key information has been extracted for you)
Aster (a newly emerging DEX)
Officially announced cooperation with BSquared Network (Bitcoin AI Infrastructure),
Launching new coin $B2 together.
Event details:
• $B2 Spot launch (B2/USDT)
• $B2 Perpetual contract launch (B2USDT)
• Cooperatively set up a $200,000 trading reward pool
The recent airdrops have been too stingy, but this wave of Aster×BSquared Network's event is really nice.
In summary:
This is a project that can take advantage of two layers of benefits — you can receive rewards and also fit the narrative.
⸻
🪙 1. Event overview (key information has been extracted for you)
Aster (a newly emerging DEX)
Officially announced cooperation with BSquared Network (Bitcoin AI Infrastructure),
Launching new coin $B2 together.
Event details:
• $B2 Spot launch (B2/USDT)
• $B2 Perpetual contract launch (B2USDT)
• Cooperatively set up a $200,000 trading reward pool
See original
Binance Alpha Risk Control New Regulations: Quickly Check if You Have Done Any of These Things!
Brothers,
The Alpha risk control system has finally taken serious measures.
This time, it’s not just about banning a few accounts;
it's directly conducting a **“behavioral cleansing”**.
What it aims to filter out are not “violators,”
but rather—those who contribute nothing, generate no traffic, and make no transactions—so-called ‘sheep’ accounts.
⸻
🧩 The core of everything is the “credit score.”
Don't be fooled by the complexity of those regulations; in fact, it's one sentence—
the system has started quantifying “who is a real person and who is just exploiting benefits.”
Each Alpha account has a credit score of 100 points.
Falling below 95 will put you on the risk control list.
Falling below 70 will result in an immediate ban.
The Alpha risk control system has finally taken serious measures.
This time, it’s not just about banning a few accounts;
it's directly conducting a **“behavioral cleansing”**.
What it aims to filter out are not “violators,”
but rather—those who contribute nothing, generate no traffic, and make no transactions—so-called ‘sheep’ accounts.
⸻
🧩 The core of everything is the “credit score.”
Don't be fooled by the complexity of those regulations; in fact, it's one sentence—
the system has started quantifying “who is a real person and who is just exploiting benefits.”
Each Alpha account has a credit score of 100 points.
Falling below 95 will put you on the risk control list.
Falling below 70 will result in an immediate ban.
See original
《Is CZ's 2 million USD still there after ASTER's sharp decline?》
Brothers,
Today’s most heartbreaking scene:
ASTER plummeted 27%, dropping back to 0.85 USD in two days.
This is not an ordinary correction, as even CZ has been asked about it—
Is his 2 million USD order still there?
First, let's clarify the data: it's not a drop, it's 'smashing out the truth'
As of November 4:
Current ASTER price is 0.85 USDT,
Compared to the high point of 1.17 USD on October 27, the decline is -27.3%;
The 24-hour trading volume surged to 410 million USD (a month-on-month increase of +260%);
Large investors have seen a net outflow of nearly 5.3 million ASTER (approximately 4.5 million USD);
The ASTER contract open interest has dropped from 180 million USD to 110 million, with a liquidation rate of 27%.
Today’s most heartbreaking scene:
ASTER plummeted 27%, dropping back to 0.85 USD in two days.
This is not an ordinary correction, as even CZ has been asked about it—
Is his 2 million USD order still there?
First, let's clarify the data: it's not a drop, it's 'smashing out the truth'
As of November 4:
Current ASTER price is 0.85 USDT,
Compared to the high point of 1.17 USD on October 27, the decline is -27.3%;
The 24-hour trading volume surged to 410 million USD (a month-on-month increase of +260%);
Large investors have seen a net outflow of nearly 5.3 million ASTER (approximately 4.5 million USD);
The ASTER contract open interest has dropped from 180 million USD to 110 million, with a liquidation rate of 27%.
See original
Solana remains stable at 158; what are whales using Solana to hedge against?
Brothers,
The market has been in a deep red recently.
BTC fell, ETH fell, BNB fell.
Only SOL is ridiculously stable.
Over the past 7 days, BTC has fallen by 7.5%, and ETH by 9.2%.
SOL stubbornly held at $158, with fluctuations of less than 3%.
The problem is: this isn't natural stability; someone is manipulating the market.
So what exactly is the whale using SOL to hedge against?
First, let's look at the on-chain data; its stability is justified.
According to monitoring by Santiment and Lookonchain:
In the past week, more than 123,000 new SOL holding addresses were added (up 17% week-on-week).
Three more whale addresses have added holdings of over 100,000 SOL, with a total increase of approximately 618,000 SOL (approximately US$97 million).
The market has been in a deep red recently.
BTC fell, ETH fell, BNB fell.
Only SOL is ridiculously stable.
Over the past 7 days, BTC has fallen by 7.5%, and ETH by 9.2%.
SOL stubbornly held at $158, with fluctuations of less than 3%.
The problem is: this isn't natural stability; someone is manipulating the market.
So what exactly is the whale using SOL to hedge against?
First, let's look at the on-chain data; its stability is justified.
According to monitoring by Santiment and Lookonchain:
In the past week, more than 123,000 new SOL holding addresses were added (up 17% week-on-week).
Three more whale addresses have added holdings of over 100,000 SOL, with a total increase of approximately 618,000 SOL (approximately US$97 million).
See original
"ICP Rising Against the Trend, Is AI Storage Really the New Hotspot?"
Brothers,
The market has been in despair these past few days,
BTC and ETH are both falling,
ICP has risen against the trend, once increasing by +12.7%.
Is this a movement by the main force, or has the AI wave truly arrived?
Today we will break down the logic behind it.
First, let's clarify the data: this rise is genuine, not a false spike.
As of the time of writing:
Current price of ICP is $5.04,
24-hour increase of +11.9%,
Transaction volume surged to $347,000,000, 2.4 times the average of the previous week;
Exchange capital flow: net inflow of $15,200,000, positive for two consecutive days.
On-chain data is more critical:
The number of daily active contracts on the mainnet (Canisters) increased by +18.3%;
The market has been in despair these past few days,
BTC and ETH are both falling,
ICP has risen against the trend, once increasing by +12.7%.
Is this a movement by the main force, or has the AI wave truly arrived?
Today we will break down the logic behind it.
First, let's clarify the data: this rise is genuine, not a false spike.
As of the time of writing:
Current price of ICP is $5.04,
24-hour increase of +11.9%,
Transaction volume surged to $347,000,000, 2.4 times the average of the previous week;
Exchange capital flow: net inflow of $15,200,000, positive for two consecutive days.
On-chain data is more critical:
The number of daily active contracts on the mainnet (Canisters) increased by +18.3%;
See original
Samourai Wallet Founder Sentenced to 5 Years: The Cost of Crypto Freedom
Brothers,
Another "decentralization believer" has fallen.
Keonne Rodriguez, founder of Samourai Wallet, has been formally sentenced to five years in prison.
Charges: Money laundering and assisting in concealing the source of transactions.
Reason: He gave users "too much freedom".
First, let's look at the case: What is Samourai?
Samourai Wallet is a Bitcoin privacy wallet.
Claiming to be "untraceable and unfreezeable"
It uses the CoinJoin coin mixing mechanism + Whirlpool anonymity protocol.
The underlying logic of this thing is very simple:
Mixing hundreds of BTC transactions together
Disrupting the source of funds makes it impossible for regulators to see who transferred money to whom.
Another "decentralization believer" has fallen.
Keonne Rodriguez, founder of Samourai Wallet, has been formally sentenced to five years in prison.
Charges: Money laundering and assisting in concealing the source of transactions.
Reason: He gave users "too much freedom".
First, let's look at the case: What is Samourai?
Samourai Wallet is a Bitcoin privacy wallet.
Claiming to be "untraceable and unfreezeable"
It uses the CoinJoin coin mixing mechanism + Whirlpool anonymity protocol.
The underlying logic of this thing is very simple:
Mixing hundreds of BTC transactions together
Disrupting the source of funds makes it impossible for regulators to see who transferred money to whom.
See original
Grayscale is going to push Shiba Inu ETF, this is not a joke, it's Wall Street's ambition
Brothers,
Don't laugh, it's true—
Grayscale is going to push Shiba Inu ETF (SHIB ETF).
It's not about stirring up trouble, nor is it about meme trading,
It is Wall Street's harvesting ceremony.
1. Why is Grayscale targeting 'Shiba Inu'?
Many people think Shiba Inu is just a toy coin,
But in Wall Street's eyes, it is the most perfect speculative product.
📊 The data is here:
Total Shiba Inu holding addresses: 1,460,000+ (a new historical high)
Market capitalization: approximately $15 billion, firmly ranked 14th in the world
24-hour trading volume: $1.63 billion, with a daily turnover rate of 10.8%
Twitter/X active topic volume: consistently stable at 70% of 'Dogecoin' level
Don't laugh, it's true—
Grayscale is going to push Shiba Inu ETF (SHIB ETF).
It's not about stirring up trouble, nor is it about meme trading,
It is Wall Street's harvesting ceremony.
1. Why is Grayscale targeting 'Shiba Inu'?
Many people think Shiba Inu is just a toy coin,
But in Wall Street's eyes, it is the most perfect speculative product.
📊 The data is here:
Total Shiba Inu holding addresses: 1,460,000+ (a new historical high)
Market capitalization: approximately $15 billion, firmly ranked 14th in the world
24-hour trading volume: $1.63 billion, with a daily turnover rate of 10.8%
Twitter/X active topic volume: consistently stable at 70% of 'Dogecoin' level
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