Market Analysis on September 2, 2025
Last night's WLFI battle has come to an end. Both the price and the trend were roughly as expected. After opening, it surged above 0.3, maintained for over an hour before starting to decline, and fell below 0.21 at its lowest. This trend basically meets expectations. In fact, for the first two rounds, especially for the first round participants, the price of 0.3 is 20 times; even unlocking 20% would directly yield 4 times the principal. I think not many people would choose not to sell, even wanting to hedge and sell the unlocked part. For secondary market investors, I have reminded several times not to take the bait or play around; if you get stuck, I really don’t know what to say. Anyway, everyone knows psychologically that the project’s valuation cannot maintain a market value of several hundred billion in the long term. Since they chose to speculate on the short to medium-term market, they should make a plan for how much to take profit and how much to lose.
In fact, there were some arbitrage opportunities when the market opened yesterday. The first time to cross-chain to SOL or BSC chain had a price difference, but the problem is that the gas on the Ethereum chain surged to several hundred USD in a short time, making it insignificant for very small funds. Another thing was pre-market trading; I have been using whales all along. Moreover, there was a time when the pre-market contracts between Binance and HL had a price difference of 10 points. However, managing short positions was quite important, especially since HL had previously experienced XPL spikes, causing many people to hesitate to hedge. Although I did not participate in the public offering this time, fortunately, I had some profits from the arbitrage part, so I didn't completely miss out. Next, XPL and Linea are projects worth paying attention to, as they also have some arbitrage opportunities.
As for the market, Ethereum continues to fluctuate near the support level, seemingly ready to break down at any moment. However, the good news is that on the market, Bitcoin's trend is gradually strengthening. It is currently trying to stabilize at 110,000 USD, which is an important support for Bitcoin. Holding this level means that the overall trend of the market is still in a pullback. As the overall market continues to move sideways, the bullish sentiment is waning. For example, yesterday's fear and greed index dropped to a level of fear, which is a good sign for potential market rallies. Only when those crazy leveraged bullish players calm down will this train heading towards 10,000 USD not be overloaded.
Some people say, seeing most KOLs turning bearish, why am I still looking bullish on the subsequent market? I think this may be related to positions; the so-called 'butt decides the head' makes it meaningless to hold a bearish or bullish stance without evidence. No one can guarantee the direction ahead, but for me, I have already pulled my cost down to a sufficiently low level, and the pressure level of 5000, this new high, is a challenge that must be experienced before breaking through. I cannot give up this big profit just because I have failed a few challenges. History has repeatedly proven that breaking through significant pressure points is very difficult; it may fail multiple times until investors give up. However, once it breaks through successfully, the upward space is also large enough. I am willing to hold on for this potential profit. I think this is the deeper reason for my bullish outlook.
Thank you for your attention and likes.#特朗普家族币
