子清

August 20 ETF Fund Flows

Results:
$BTC Spot ETF: -315.9 million USD

$ETH Spot ETF: -240.2 million USD

$SOL ETF: -2.2 million USD

This ETF outflow mainly came from Blackrock, accounting for about 90%

The Blackstone brothers are no longer carrying the team 🫣

Ultimately, one must go long or short
A Bitcoin whale wallet purchased 14,900 BTC off-market 7 years ago for $107 million, now worth $1.7 billion. Today, they started selling 670 BTC, approximately $76 million, to engage in long-short trading =))
Currently, this whale has deposited into Hyperliquid from 4 addresses, starting to go long on ETH with a total position exceeding $300 million, with an entry price of around $4,300 and a liquidation price between approximately $3,600 and $3,700.
Will this big fish be smart money bottom fishing, or the next crazy long retail investor?
Address 1: https://hypurrscan.io/address/https://hypurrscan.io/address/0x2ea18c23f72a4b6172c55b411823cdc5335923f4
Address 2: https://hypurrscan.io/address/0x3f7bAC9E92818eD337685f55dFb627eF48C28027
Address 3: https://hypurrscan.io/address/0x952044Eb3C860B00778EA414670a6C8C22f84ac6
Address 4: https://hypurrscan.io/address/0xcc0c740445Ece706A625a07a0aB771B517dEe969

$YZY This rap artist Kanye West's token faces risks similar to $LIBRA

Kanye West's Memecoin, although just recently launched, has already surpassed a market cap of $2 billion

Only $YZY has been added to the liquidity pool, while $USDC has not

Dev can sell $YZY by adding/removing liquidity -> similar to $LIBRA

In addition, many internal wallets are ready with funds and will purchase $YZY upon release

It must be carefully considered that the situation of the liquidity pool running away could happen at any time

The virtual currency market is following a classic script, and the sequence of capital rotation is basically determined:
$BTC hasn't topped yet, and this cycle will definitely see new highs. It is the cornerstone; if it doesn't rise, everything else is off the table.
The increase in $ETH is likely to surpass that of Bitcoin. It represents the ecosystem and applications, and its explosion signifies a transition in the market from believing in "digital gold" to believing in "programmable money," which is a key signal of an upgrade in risk appetite.
Good altcoins will explode more violently and quickly than ETH. This is where most people's fantasy of "getting rich" comes from.
The core psychology here is: increasingly expensive BTC and ETH are both a "guiding light" and an "entry threshold."
Guiding light effect: One BTC costs hundreds of thousands, one ETH tens of thousands; this alone is crazily stimulating the market, telling everyone, "Look, what miracles this industry can create!" It ignites everyone's FOMO emotions.
Threshold effect: Newcomers look at these prices and think, "I can't afford one; how many times can I multiply my investment?" This kind of "unit bias" will make them feel that opportunities are not with these "old guys."
As a result, capital and attention will naturally shift towards lower-priced, sexier story altcoins. We are now standing at this critical point of capital switching.
The market has already given signals: many top altcoin trading pairs against BTC have started to stop declining and strengthen, showing relative strength. Meanwhile, ETH is gathering strength, preparing to launch its final wave of strong rally.
That last explosive surge from ETH is the final starting gun for the full altcoin season to begin.
It won't be long now.
#BTC #ETH #cryptocurrency #market analysis

ETH adjusted 15% from a high of 4800, dropping to around 4070
(Last time it dropped 15% from 3940 to 3361 » rebounded)
Brothers, what can ETH do at this stage?
Comment with your thoughts.

SharpLink continues to buy a large amount of ETH

SharpLink Gaming has just announced the additional purchase of 143,593 ETH at an average price of $4,648/ETH.

The total amount of ETH held by the company has increased to 740,760 ETH, making it one of the companies with the most ETH held globally.

In the same week, SharpLink raised $537 million through stock issuance and ATM channels.

$ETH has approximately $2 billion in liquidation orders waiting

If ETH exceeds $4,424 → $1.99 billion in short orders will be liquidated
If ETH drops below $4,050 → $1.66 billion in long orders will be liquidated

Today, the ETH price of $4,200 is $200 away from both liquidation thresholds; can the long positions be liquidated?

ETF Capital Flow 08/18

Results:
$BTC Spot ETF: -121.7 million USD

$ETH Spot ETF: -196.6 million USD

$SOL ETF: -2.2 million USD

ETF capital outflow unexpectedly increased significantly:
$BTC ETF: from -14.1 million -> -121.7 million
$ETH ETF: from -59.3 million -> -196.6 million

This time, the ETF capital outflow mainly came from Blackrock 🫣

China's first bank securities company officially launches cryptocurrency trading application

China Merchants Bank's subsidiary, CMB International Securities (CMBI), officially launches cryptocurrency trading on its mobile application

Provides 24/7 services supporting $BTC, $ETH, and $USDT, equipped with KYC/AML mechanisms

Becomes the first bank securities company in China to offer this service in Hong Kong

Current important positions for the liquidation of $BTC & $ETH

Two important nodes for $ETH:
$ETH drops below $4,300 → $2.49B long positions will be liquidated
$ETH breaks above $4,745 → $1.47B short positions will be liquidated

Two important nodes for $BTC:
$BTC drops below $112,520 → $1.23B long positions will be liquidated
$BTC breaks above $123,344 → $1.18B short positions will be liquidated

The price of $ETH is closer to the long position liquidation area, while $BTC is more balanced between the two nodes!

We talked about it yesterday, and it will drop a little more! ~ This week we can look for positions to go long.

Today Bitcoin and Ethereum have started to decline one after another! ~

Bitcoin is the future cash flow! ~~

The author of "Rich Dad Poor Dad" warns of an impending crash! ~

Robert Kiyosaki believes that current indicators are showing a significant decline in the stock market is imminent ~~

He also provided suggestions: ~

Gold, silver, and Bitcoin will be safe havens! ~

Bitcoin is safe ~~ altcoins may be less stable ~

Last week, the total financing amount of the $BNB reserve strategy has increased by over $150 million, mainly from CEA Industries. Details are as follows:

Financing: +$150 million -> Total $650 million
Amount of $BNB held: 288K ($236 million)
=> About 36% of the financing funds have been used to purchase $BNB

About Mercurity Fintech:
Financing: +$500 million
However, Mercurity's DAT strategy includes $BNB, $SOL, $ETH, $XRP, and $ADA
=> A portion of the $500 million will be used to purchase $BNB

Although the $BNB reserve is still in the early stages, it shows increasingly clear acceleration signals.

Summarize the market situation of the past two weeks
The highs were predicted precisely, but the downside is that my skills are too poor, and I didn't reduce my positions
In the future, it will rise again to 125000-128000, and then there will be another pullback, back and forth.

August 14 ETF Capital Flow

Results:
$BTC Spot ETF: +230.9 million USD
Total Trading Volume: 6.2 billion USD

$ETH Spot ETF: +639.6 million USD
Total Trading Volume: 4.22 billion USD

$SOL ETF: +13 million USD

ETF capital inflow has been positive for 8 consecutive days

$ETH ETF has surpassed $BTC ETF again

Capital continues to flow into ETFs, but $ETH has not yet broken its historical high

Followed the script completely, but lacked initiative. Aware of the pullback, did not close profitable long positions because I am confident that Bitcoin will reach 135,000.

The amount cleared in the last 24 hours officially exceeded $1 billion

77% of the clearing came from long positions, led by $ETH, totaling $227 million

Over 50% of the total clearing occurred in just the past hour

The main impact of PPI is directly hurting everyone's wallets

How much did everyone contribute to this $1 billion, let's be honest 🫣

😀😃😄😁 US PPI Index

Previous Value: 2.30
Expected: 2.5
Actual: 3.3 => Very, very bad

Additionally, the Bessent fund believes that the US Treasury will not purchase more crypto assets, but will only use confiscated assets

Bitcoin crashed after hitting a new high! Will it reverse or fill the gap?

Hey!!! Do something, the new high just broke?

Top divergence. Will it fill the gap at 117K this time, brothers?

BTC has reached this position, and 98% of Chinese people will probably never get on board, because of the infinite fear of heights. What a pity, as ten years from now, apart from digital assets, other things like stocks and real estate will have only a little residual value.
Stocks are affected by the unique situation in China where major shareholders cash out, leaving unsellable stocks, and retail investors are always cannon fodder.
Real estate is facing a medium-income trap in the next ten years, with the demographic dividend disappearing and a serious oversupply of properties.