🐋《Whale Movement》｜2025-08-18

📰 Major Positive / Negative News:

- Japanese company Metaplanet announces an increase of 775 BTC, valued at approximately $90 million, reflecting the proactive allocation of Bitcoin as a strategic asset by some institutions (positive market recognition).

- The Democratic Party of the U.S. Senate warns of the risks of RFIA legislative changes, believing that the bill may weaken the SEC's regulatory power and increase systemic market risks (negative regulatory uncertainty).

📈 Real-time Market:

BTC:

Latest Price: $115,387

Daily High/Low: $118,519 / $115,008

ETH:

Latest Price: $4,255.32

Daily High/Low: $4,569.31 / $4,241.85

🛂 Regulatory Developments:

- United States: The RFIA cryptocurrency bill has sparked controversy, and the regulatory framework may be restructured (negative).

- Japan: Corporate increase in BTC holdings indicates institutional willingness to allocate (positive signal).

📊 Capital Movements:

- Lookonchain reveals that a dormant Bitcoin whale has moved 3,000 BTC (approximately $353 million), sparking market discussions.

- An anonymous whale recently deposited 2,437 ETH (approximately $5.06M) into the Binance platform and has begun profit-taking operations.

- On-chain data shows that a large number of ETH whales are reallocating into low market cap tokens like PEPE and remittix, but as this information comes from a Press Release, it needs verification.

🧠 Brief Commentary:

- Bitcoin whales are active, privately moving to lock in profits while institutions increase holdings to support the structure; the market shows clear signs of differentiation.

- ETH whales quickly adjust orders after making profits, short-term capital pressure needs attention.

- The long-short ratio still lacks clear directional indicators, requiring continuous observation of capital movements and regulatory trends.

- Overall, if institutional accumulation continues and regulatory risks ease, it is expected to support prices returning to a range-bound upward channel.

- "Do you think the sudden movement of BTC whales is a preemptive strategy or profit-taking?"

- "Does Metaplanet's increase in Bitcoin holdings signify a return of institutional confidence or a short-term test?"

- "What are your thoughts on the impact of the RFIA controversy? Will it affect future policy rhythms?"