In this bull market, why have altcoins collectively stalled?
In this bull market, why have altcoins collectively stalled? The so-called 'altcoin season' hasn't even shown a shadow! Bitcoin has skyrocketed, while those once surging small coins seem to have frozen in place. Are we too naive, or has the market really changed?
Who exactly took the money? It was all sucked up by Bitcoin ETFs! Those Wall Street folks used to call Bitcoin a 'scam,' but now they're rushing to buy ETFs, pouring in $129 billion just this year! But they only recognize Bitcoin and look down on altcoins. As a result, you see—Bitcoin is partying alone, while small coins can't even get a sip of soup.
🔥Breaking! Trump personally takes charge! Countdown to the secret meeting between Putin and Zelensky, discussions among the three giants may trigger a global market explosion! > **💣 Nuclear-level international headline! Just now, former US President & upcoming election favorite Trump dropped bombshell news!** (Source: ChainCatcher) > > **Trump confirmed in his own words: He has begun taking action!** Aiming directly at a **historic meeting between the highest leaders of Russia and Ukraine!** > > According to reliable sources, after Trump held discussions with European leaders on Ukraine's security guarantees in the White House, he **immediately called Putin!** Both sides are **secretly coordinating** to arrange a highly anticipated **direct meeting between Putin and Zelensky!** The location is temporarily confidential, but **time is of the essence—US sources indicate: It must be facilitated before the end of August!** > > **🔥 This is not the climax yet!** According to Trump, after the meeting between Putin and Zelensky, an even more shocking **“three giants” negotiation** will immediately take place—**Trump himself will personally participate in a trilateral meeting with Putin and Zelensky!** > > **Vice President Vance, Secretary of State Rubio, and Special Envoy Witkoff have formed a “dream team” and are pushing hard!** The US coordination efforts are intensifying, with one goal in mind: **to bring Putin and Zelensky to the same negotiation table before the August deadline!** > > **🛑 Attention cryptocurrency community:** If such heavyweight geopolitical events actually materialize by the end of August, **the global market will undoubtedly tremble!** The energy, commodities, gold, and even cryptocurrency markets may experience drastic fluctuations! > **🤔 What do you think:** > * Can Putin and Zelensky really meet by the end of August? Can Trump make it happen? > * Will the trilateral talks change the course of the war? > * **Is it a blessing or a curse for the cryptocurrency community? Will BTC rise or fall?** #Trump #Putin #Zelensky #RussiaUkraineSituation #TrilateralTalks #GlobalMarket #Cryptocurrency #BlackSwan #BinanceSquare@Square-Creator-dddf678a8e64a
Is Ethereum about to crash? The amount of ETH unstaked today has reached 910,000, setting a new historical high! Answer: No. —— A dual game of the unstaking wave and institutional behavior
1. Current core market contradictions 1. Data representation
Unstaking scale hits a new high: On August 19, the daily unstaking amount reached 910,000 ETH (approximately $3.91 billion), setting a historical record. On-chain activity surges: Interest rates for Ethereum on-chain lending protocols (such as Aave, Compound) have skyrocketed, leading some stakers to choose to unstake to reduce leverage risk. 2. Key data that has been overlooked
Institutions are increasing their holdings: On the same day, U.S. stock-listed Ethereum strategic reserve companies (such as ETHE, ETHX) net increased their holdings by 384,500 ETH ($1.653 billion), simultaneously refreshing the single-day holding record. Net staking balance: The current total staking amount of ETH remains above 24 million, with a net unstaking ratio of less than 4%. 2. The deeper logic of the unstaking wave Type Proportion Motivation Market Impact Arbitrageurs reduce leverage 65% Borrowing rates > staking returns, stop-loss rebalancing Short-term liquidity pressure Institutional rebalancing 22% Transfer to compliant custodians (such as Coinbase Custody) Neutral, with no direct selling pressure Retail panic redemption 13% Driven by market sentiment Localized selling, but limited in scale Key conclusion:
The actual proportion that may enter the secondary market for sale in unstaking behavior is less than 20% (approximately 182,000 ETH). Institutional accumulation has hedged over 90% of the potential selling pressure from unstaking. 3. Strategic significance of institutional behavior 1. Long-term value anchoring
Grayscale holding cost: The average holding cost of ETHE is $3,200, and the current price is still below the institutional entry line, with weak motives for reduction. BlackRock's moves: After the approval of its ETH spot ETF (code: IETH), it has reserved $5 billion for ETH allocation. 2. Regulatory arbitrage window
SEC's latest statement: A document dated August 18 indicates that liquid staking derivatives (such as Lido's stETH) may be excluded from the definition of securities, reducing compliance risks. @Square-Creator-dddf678a8e64a #ETH质押退出动态观察
Analysis of the Impact of Trump's Declining Support Rate on the Cryptocurrency Market and Recent Sharp Decline of ETH
Based on the Analysis of the Impact of Trump's Declining Support Rate on the Cryptocurrency Market and Recent Sharp Decline of ETH, Combining Political Economy and Market Behavioral Logic, the Core Conclusions Are as Follows:
---
1. Market Transmission Path Triggered by Political Uncertainty ```mermaid graph LR A [Trump's Support Rate Falls to 40%] --> B [Policy Continuity Risks] B --> C1 [Regulatory Uncertainty Intensifies] B --> C2 [Expectations for Fiscal Stimulus Weaken] C1 --> D [Institutional Funds Risk Aversion Withdrawal] C2 --> E [Risk Asset Preference Declines] D & E --> F [Cryptocurrency Market Liquidity Contraction] ```
Frog Brother, start a live stream, there will definitely be a show.
青蛙哥哥S
--
Bearish
$ETH I recovered a thousand yuan today. Going to the psychiatric department to see my brain! I feel quite normal. But everyone says there's something wrong with my head!
The Real Reason for ETH's Plunge in the Morning: Old Trump's Remarks Stirred Up Trouble 1. The Impact of Old Trump's Remarks Old Trump's remarks are believed to be the direct cause of ETH's steep decline in the morning. His statements may have contained information that the market had not fully anticipated, triggering panic among investors and leading to a massive sell-off of ETH, resulting in a sharp drop in price. 2. Market Concerns Over ETH Unstaking There has been a lot of news circulating about a large amount of ETH soon being unstaked, which further exacerbated investors' panic. Investors worry that if a significant amount of staked ETH is released, it could impact the market and affect the price of ETH. 3. Objectivity of Old Trump's Remarks Although Old Trump's statements may have had a short-term impact on the market, in the long term, the situations he mentioned may reflect objective trends in market development. These trends could be the result of multiple factors working together, including technological advancements and changes in market regulations. 4. Opportunities Arising from the Plunge Market fluctuations often come with opportunities. For investors who can accurately judge market trends, ETH's plunge may present a good buying opportunity. In this scenario, investors can take advantage of changes in market sentiment to execute contrarian strategies and gain profits. 5. Observing the Crypto Market Correction The correction in the crypto market is part of the self-regulation of the market, which aids in the long-term stable development of the market. During corrections, the market may re-evaluate the value of overhyped projects, facilitating the flow of resources to more valuable projects. 6. Arrival of the Altcoin Season The arrival of altcoin season typically signifies an increased pursuit of innovation and a higher tolerance for risk in the market. During altcoin season, investors may pay more attention to innovative and potential projects rather than just mainstream cryptocurrencies. In summary, ETH's plunge may be attributed to both Old Trump's remarks and market concerns over ETH unstaking. However, this plunge also brings opportunities for investors to capitalize on changes in market sentiment through contrarian strategies. Meanwhile, the correction in the crypto market and the arrival of altcoin season are normal phenomena in market development, contributing to the long-term stability and healthy growth of the market. @夫妻做上1000wu
The Real Reason for ETH's Plunge in the Morning: Old Trump's Remarks Stirred Up Trouble 1. The Impact of Old Trump's Remarks Old Trump's remarks are believed to be the direct cause of ETH's steep decline in the morning. His statements may have contained information that the market had not fully anticipated, triggering panic among investors and leading to a massive sell-off of ETH, resulting in a sharp drop in price. 2. Market Concerns Over ETH Unstaking There has been a lot of news circulating about a large amount of ETH soon being unstaked, which further exacerbated investors' panic. Investors worry that if a significant amount of staked ETH is released, it could impact the market and affect the price of ETH. 3. Objectivity of Old Trump's Remarks Although Old Trump's statements may have had a short-term impact on the market, in the long term, the situations he mentioned may reflect objective trends in market development. These trends could be the result of multiple factors working together, including technological advancements and changes in market regulations. 4. Opportunities Arising from the Plunge Market fluctuations often come with opportunities. For investors who can accurately judge market trends, ETH's plunge may present a good buying opportunity. In this scenario, investors can take advantage of changes in market sentiment to execute contrarian strategies and gain profits. 5. Observing the Crypto Market Correction The correction in the crypto market is part of the self-regulation of the market, which aids in the long-term stable development of the market. During corrections, the market may re-evaluate the value of overhyped projects, facilitating the flow of resources to more valuable projects. 6. Arrival of the Altcoin Season The arrival of altcoin season typically signifies an increased pursuit of innovation and a higher tolerance for risk in the market. During altcoin season, investors may pay more attention to innovative and potential projects rather than just mainstream cryptocurrencies. In summary, ETH's plunge may be attributed to both Old Trump's remarks and market concerns over ETH unstaking. However, this plunge also brings opportunities for investors to capitalize on changes in market sentiment through contrarian strategies. Meanwhile, the correction in the crypto market and the arrival of altcoin season are normal phenomena in market development, contributing to the long-term stability and healthy growth of the market. @夫妻做上1000wu
In the world of digital currency, risk and reward are like the two sides of a coin, inseparable. We often say that high risk comes with high reward, but very few truly understand the deeper meaning of this statement. From a philosophical perspective, this is a game about certainty and uncertainty. Investors, in their pursuit of rewards, are also challenging their own understanding of risk boundaries. Every transaction on Binance Square is a vivid interpretation of this dialectical relationship. @夫妻做上1000wu
🌀 《Cycle Paradox》 "Bull markets give birth to bear markets in FOMO, bear markets give birth to bull markets in despair. The market always teaches us: ‘Prosperity is the slow motion of destruction, desolation is the womb of rebirth.’ #CycleLaw #ZenTrading #2025预测 @夫妻做上1000wu
"When the mining machine stops, faith begins to flow in the blocks We are not slaves to computing power, but entropy warriors in the ocean of probability Using Zhuang Zhou's butterfly dream to dissect the essence of ETH volatility" #ETH #TaoistFinance #EntropyIncreaseConsensus@夫妻做上1000wu
Frog bro, why do I feel like you're just chasing traffic? Although I don't know what this traffic is for, do you want to be an internet celebrity? You can't even be a swindler!
青蛙哥哥S
--
Bearish
$ETH Dad.... please don't get to 4700 so quickly 🙏 I'm kneeling for you 🧎 I'm trying to find a way to recharge...
There's no need to say much about the gold content of shorting in a bull market. I don't know how long I have to strive to catch up with Brother Jiang's small position and keep up with President Jiang's rhythm. @夫妻做上1000wu #美联储取消创新活动监管计划 #机构疯抢以太坊
Newcomers in the crypto space have a 15-day protection period where their principal doubles. I thought I was a genius, but then I lost everything in a day. It wasn't until I met Brother Jiang that I realized a good strategy is more important than luck; stable profits are the true destination. #@夫妻做上1000wu