神龙趋势

The Divine Dragon Waves Its Tail! This time, the Divine Dragon has brought fans to feast on meat! Absolutely exhilarating!
Slapping thighs! Did you not follow when the Divine Dragon called for ETH? Those who got on board have already made a fortune!

Opportunities and risks coexist in the crypto world; staying alert and seizing the right moment is key. The Divine Dragon has also discovered a short-term skyrocketing project with huge potential for doubling! If you want to keep up, follow the Divine Dragon for free sharing! 关注神龙趋势

#ETH

ETH Today's Trend / The Last Calm Before the ETH Storm! Must Watch Before the 8.7 Tariff Takes Effect!
​​1. Current Status​​:
ETH is currently like a "lying flat youth", fluctuating between $3430 and $3545 on the hourly chart, with neither significant rises nor falls, typical of a "waiting for news" consolidation market.
At 1 a.m., data from the past 7 days was released for ETH.

​​2. Key Signals​​:
​​Moving Average Pressure​​: The purple MA7 and green MA25 act like two mountains pressing down, with the price unable to break through 3625, indicating that the bulls are currently quite timid.
​​Fibonacci Key Levels​​: The 0.5 level at 3628 is today’s dividing line between bulls and bears; if it can't break above, support will need to be found below.

​​3. News Impact​​:
​​Bearish Warning​​: The right side indicates the 8.7 U.S. tariff, with large funds fearing policy risks; in the past 7 days, 640,000 ETH have been sold off, and short-term selling pressure remains.
​​Bullish Undercurrent​​: The large net outflow of ETH from CEX indicates that big players may be hoarding coins, which isn't necessarily a bad thing in the long run.

​​4. Shenlong's Operation Suggestions​​:
​​Short-term​​: 3625-3630 is today’s resistance zone; if it can't break through, observe the market. If it falls below 3600, it may quickly probe down to 3568.
​​Medium to Long-term​​: If it drops to around 3495, it might be an opportunity to accumulate in batches, but don’t go in heavy; wait for the tariff news to be finalized.

​​Shenlong's Summary​​: ETH is essentially a "news market" today, with technical aspects being suppressed. Those trading short-term should watch more and act less, waiting for a breakthrough at 3628 before engaging.

Opportunities and risks coexist in the crypto world; staying vigilant and seizing the right moment is key. Shenlong has also discovered a short-term project with huge potential for explosive growth! Want to keep up? Follow Shenlong for free sharing! Follow Shenlong's trends

#加密项目 #ETH走势分析

Mining Accident Warning! August 9th is the Last Escape Window for 100,000 Miners
Pressure on miners and industry reshuffling, Bitcoin mining difficulty has reached an all-time high, expected to decrease on August 9th

Profit Crisis: Bitcoin mining difficulty has reached a historical peak, but the price has fallen to $117,000. Combined with the halving reward of only 3.125 BTC, miner income has plummeted by 51.6%. The energy consumption for a single BTC has reached 854,000 kWh, and the shutdown price for small and medium-sized mining operations has risen to $55,000.
Short-term Relief: The difficulty is expected to be adjusted down by 4.97% on August 9th, increasing miner earnings by 5%. However, if the price does not rise, high-cost miners will still face the risk of selling off.
Hashrate Differentiation: Leading mining companies deploy efficient miners to reduce costs; small miners turn to cloud mining to capture full rewards. The top four mining pools monopolize 70% of the hash rate, raising concerns about centralization.

Market Dynamics and Trends
Supply and Demand Balance: Miners sold BTC in July, but institutional ETFs had a net inflow of $237 million in a week, creating a hedge. If this continues in August, it could offset the selling pressure.
Key Catalysts: Bitcoin is hovering between $116,500 and $120,000; a breakout requires institutional funds or a rate cut from the Federal Reserve. If the difficulty adjustment leads to a recovery in hash rate, it will enhance confidence in network security.
Energy Transition: Mining companies are relocating to low-cost energy areas, and global hash rate may reach 1.2 ZH/s by the end of the year, but the daily electricity consumption of 384 GWh pressures a shift to green energy.

Strategic Insights
Market Forecast:
Bullish: Difficulty adjustment, institutional takeover breaks through $120,800, challenging the previous high of $122,000.
Bearish: Institutional funds slow down, and miner selling drops to support at $114,300.
Action: Short-term investment in efficient mining company stocks; hold spot until $130,000-$150,000.

Conclusion: Neutral to Bullish. The difficulty adjustment provides a breathing window for miners, accelerates industry reshuffling, and in the long term looks at energy innovation and price breakthroughs. Keep a close eye on: Hashrate recovery and institutional fund flow after August 9th.

#加密项目 #BTC走势分析

Cryptocurrency liquidation of $525 million! BTC death line at 110,000: breaking this level could trigger a "shitcoin massacre"?

Three consecutive black swan events
Trump's tariff bomb: on July 31, adding 10%~50% tariffs to over 60 countries (35% for Canada), triggering a global sell-off of risk assets;
Non-farm employment collapse: only 73,000 new jobs added in July, below the expected 104,000, with the previous two months revised down by 258,000, leading to a surge in recession fears;
Political outrage + geopolitical conflict: Trump fires the head of the Bureau of Labor Statistics and sends a nuclear submarine close to Russia.
In just 24 hours, three major bearish factors have combined, triggering a mass liquidation in the crypto market.

Liquidation structure: ETH becomes a meat grinder
Long positions account for 89%, with 160,000 retail investors suffering heavy losses;
ETH liquidations at $270 million > BTC's $165 million, primarily due to a previous 49% increase and concentrated leverage at 7.
Medium-term impact: High-pressure period in August
Capital risk aversion: Bitcoin ETF sees net outflows, gold surges to $3,362;
Historical curse: Over the past 12 years, the probability of BTC falling in August/September is 67%;

Altcoins at high risk: If BTC fails to hold the 110,000 level, it may lead to a bloodbath.

Whale movements split
Profit-taking faction: Arthur Hayes sells 2,373 ETH, Galaxy Digital reduces holdings by 80,000 BTC;
Bottom-fishing faction: ARK buys Coinbase stock, whales scoop up 34,900 ETH.
Consensus: Stay away from altcoins, focus on BTC/ETH.

Dragon operations
Leverage reduced to below 3 times with hard stop-loss;
Keep a close eye on the tariff effective date of August 7 and the Fed's rate cut in September;
Only hoard BTC/ETH spot.

Dragon summary
The $500 million liquidation is the result of a "policy black swan + leverage bubble" double whammy, with the market entering a high-pressure period in the short term. The medium to long-term institutional allocation demand remains unchanged, and the sharp decline is actually a healthy deleveraging. Uninstall contract apps and hoard spot in anticipation of a rate cut in September.

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#加密项目 #BTC走势分析

Giant Whale Exit: Transition from Old to New

Who Sold: Players who built positions from 2010 to 2013, cost $1 to $30, sold 80,000 BTC at the end of July for a profit of 220,000 times

Why Sell: Avoid 40% inheritance tax + Dodge 2026 regulatory retrospection + 120,000 technical selling pressure level
Market Not Crashing: Institutions absorbed 3,000 BTC in one day + OTC拆单无感抛售

Shenlong Conclusion: Giant whale cashing out equals wealth inheritance, confirming market maturity

Truth Behind the Plunge: Macro Triple Explosion
Explosive Events: Trump increases taxes by 10–41% + U.S. employment collapse + Nuclear submarine incident
Result: 940 million liquidated in 24 hours, funds flowing to gold/U.S. bonds
Shenlong Warning: Coinbase premium turns negative + Exchange inventory 2.5 million
Shenlong Conclusion: Black swan + Leverage liquidation leads to crash

How Retail Investors Should Operate
High-Risk Signal: 97% BTC profits 14 trillion, 140,000 may trigger selling pressure
Life and Death Line: Support 110,000–115,000 breaking 125,000 to 140,000
Institutionalization: Resist market crashes, don’t be infected by U.S. stock market sentiment

Shenlong Analysis
Volatility Warning: Historical low + 83% interest rate cut expectation + Tariffs, beware of a pullback to 80,000
Bottom-Fishing Timing: Invest regularly below 110,000
Stop-Loss Rule: Must escape if breaking 105,400

Ultimate Mantra:
Giant whale selling does not equal bearish
Plunge equals macro explosion

Shenlong Operations: Buy during big drops, sell during surges, keep a close eye on 110,000 + Coinbase premium
Long-Term: Institutionalization is stable but volatile like U.S. stocks, hold on for big gains

Opportunities and Risks Coexist in the Crypto Circle, Stay Alert, Timing is Key. Shenlong has also discovered a short-term skyrocketing project with huge doubling potential! Want to keep up? Click on the profile picture to follow Shenlong, free sharing! Follow Shenlong's trends

#加密项目 #BTC走势分析

Retail investors escape the peak while I buy the dip! Institutions crazily scoop up $12.2 million ETH, next stop $4,000

News
ETH net inflow of $12.2 million: Institutions tactically increase positions during the pullback, with whales transferring 12,000 ETH in a single day.
Unichain net outflow of $7.6 million: $5 million mining rewards ended in April, and arbitrage funds are withdrawing.

Three Core Logic Points
Policy supports ETH confidence
The US GENIUS Act takes effect in July, requiring stablecoins to have 100% reserves and compliant issuance, which is favorable for the ETH on-chain ecosystem.
ETH spot ETF has seen net inflows for 15 consecutive weeks, breaking a record of $11.2 billion in July, with $12.2 million being added during the pullback.

Unichain incentive decline
Liquidity mining has ended, and it's normal for short-term funds to take profits, but the ongoing loss of TVL may trigger a liquidity crisis for public chains.

Regulatory pressure shifts funds
The TRON chain has been targeted due to abnormal USDT flows, with funds shifting from “non-compliant chains” to the ETH ecosystem.

Market stratification impact
ETH resilience strengthened: Institutions are increasing positions against the trend, supporting the $3,800 level.
Accelerated capital rotation: Shifting from mining arbitrage to ETH mainnet staking and compliant stablecoins.
Second-tier public chains under pressure: If Unichain’s blood loss worsens, it may affect L2 tokens like Arbitrum.

Strategy from Shenlong
Short-term: Gradually build positions as ETH pulls back to $3,750-$3,800, with a stop-loss at $3,650.
Avoid pitfalls: Stay away from small public chain tokens with TVL loss.
Hedge: Allocate USDC to cope with volatility.
Upgrade dividends: If the Cancun upgrade is implemented in August-September, lowering L2 costs, it will benefit the Arbitrum/Optimism ecosystem.

Shenlong's conclusion:
$12.2 million inflow does not equal a bull market restart; it is tactical accumulation by institutions; the $7.6 million outflow from Unichain is due to arbitrage retreat, but the liquidity crisis of small and medium public chains needs to be taken seriously.
Opportunities in the second half of the year: Capture ETH technical upgrade dividends within the regulatory framework.

In the cryptocurrency circle, opportunities and risks coexist, so stay vigilant, and timing is key. Shenlong has also discovered a project with huge short-term surge potential! Want to keep up? Follow Shenlong for free sharing! Follow Shenlong trends

#加密项目 #ETH走势分析

Ethereum $4000 Countdown! The Truth Behind the Sudden Heavy Investment from Three Major Institutions

1. Funding Situation: Institutional Entry Accelerates, Market Structure Changes Significantly
Institutional Confidence Fully Recovers
In July, the net inflow into U.S. crypto ETFs reached a record $12.8 billion, with all ETFs, except for Grayscale, receiving capital inflows.
Bitcoin and Ethereum ETFs contributed equally, marking a shift in institutional allocation from a “single-core” focus on Bitcoin to a “dual-core” approach, validating expectations for an Ethereum ETF explosion in the second half of the year.
Acceleration of Crypto Assets Becoming Mainstream
The capital inflow scale of crypto ETFs has surpassed that of traditional top ETFs, indicating that cryptocurrencies have officially entered the mainstream asset allocation framework, with Wall Street significantly lowering the participation threshold for retail investors through ETF tools.

2. Market Impact: Liquidity Spillover and Sector Rotation
Dual Engine Drive
Bitcoin: Continuous inflows may push the price to challenge the key resistance at $150,000;
Ethereum: Institutions are repositioning ETH as “Emerging Market Currency” (DeFi + Stablecoins + Staking Returns), and if exchange selling pressure continues to decrease, a breakout above $4000 is expected.
Associated Assets Rising
Crypto Stocks: MicroStrategy netted $10 billion from Bitcoin holdings, while Coinbase and mining stocks benefited indirectly from ETF funds;
Altcoins: SOL, SUI, and others will unlock $3 billion in tokens in August; if sentiment is high, funds may speculate on “low circulation high potential” projects.

3. Risk Signals: Under Currents amid the Celebration
Derivatives Volatility
At the end of July, over $7 billion in Bitcoin and Ethereum options are set to expire, which may trigger short-term shocks; GBTC net redemptions in a single day indicate some profit-taking.
Concerns Over Cycle Peaks
Global M2 data suggests Bitcoin may peak in September;
ETH daily RSI has entered the overbought zone, and if it repeats the May pullback trend, the upward momentum may slow.

4. Shenlong Conclusion
Short-term view on Ethereum: If ETH holds above the $3000 support, the probability of breaking above $4000 increases significantly.
Medium-term focus on capital flow speed: Daily average inflows into ETFs need to maintain above $300 million to support bull market resilience; falling below this level would warrant caution for a pullback.

Shenlong Strategy:
Track BTC/ETH ETF capital flows daily;
Be cautious of significant unlocks and option expiration selling pressure for SOL and SUI in August.

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#ETH走势分析 #加密项目

5.37 million ETH hunted by giant whales! BitMine's "5% Lightning War" triggers liquidity crisis
1. The chain reaction of BitMine hoarding ETH

Liquidity siphoning
Target holding 6 million ETH, currently holding 625,000, needs to buy 5.375 million in the future. Massive buy orders directly drain market liquidity, forming strong price support.
Accelerating staking wave
Institutions stake ETH for yield, mimicking "on-chain treasury bonds". If more companies follow SharpLink's 100% staking model, the current 29.5% staking rate will soar, further shrinking the circulating supply.

Traditional capital entering the market
ARK Invest invested $233 million in BitMine, combined with immersion cooling technology to address ESG concerns, Wall Street is defining ETH as a digital infrastructure asset.

2. Three major engines for Bitcoin's $250,000 target
Rate cut leverage
History shows that during the Federal Reserve's rate cut cycles, BTC's average increase exceeds 300%. If rate cuts materialize in 2025, the influx of hot money into high-risk assets will directly boost coin prices.
ETF vampire effect
The average daily net inflow into U.S. Bitcoin ETFs is $300 million, but the daily newly produced BTC is only worth $100 million, with buying pressure three times the supply. 1.27 million BTC have been locked by ETFs, and the gap continues to widen.
National strategic position
The "GENIUS Act" legislates stablecoins, and Tom Lee predicts that BTC could become a U.S. strategic reserve asset, replicating the government's gold-buying logic.

3. Investment strategies and risk warnings
Dual mainline layout
ETH ecosystem: staking yield + spot ETF expectations, focus on staking derivatives, tokenization of physical assets;
BTC leverage: rate cut + halving cycle → prioritize allocation of spot/ETF.
Risk hedging
Short-term volatility: ETH funding rate of 0.1% can easily trigger short squeezes, SOL's monthly 50% increase poses adjustment pressure.
Policy variables: If USDT avoids the "GENIUS Act" 100% reserve requirement, it may trigger a stablecoin trust crisis.

Shenlong's conclusion: Institutional behavior is changing market structure, scarcity narrative is spreading from BTC to ETH.
Retail investors should anchor on two types of assets:
1. Yield-generating ETH
2. Compliant channel BTC
Avoid high-leverage operations; prioritize spot positions to capture the main upward wave.

Opportunities and risks coexist in the crypto space, remain vigilant, and timing is key. Shenlong has also discovered a short-term skyrocketing project with huge doubling potential! Want to keep up? Tap the icon to follow Shenlong for free sharing! Follow Shenlong's trends

#加密项目 #BTC走势分析

7 years of imprisonment + 5 million fine! Hong Kong is slaughtering the wild dogs of the crypto circle

Licenses turn into gold: 90% of institutions are exiting
Brutal elimination: Over 50 giants competing for 3-4 licenses, elimination rate exceeds 90%!
Deadly threshold: Actual payment of 25 million HKD + 100% cash/government bond reserve + redemption within 1 day, small and medium institutions are wiped out.
Life and death line: Those who do not obtain a license must exit Hong Kong by November 2025, violators face severe penalties of 7 years imprisonment + 5 million!
Impact: Liquidity of unlicensed stablecoins dries up, Hong Kong users collectively abandon them.

Market sentiment: De-bubbling in progress
Regulatory cooling: The Monetary Authority warns that licenses do not equal profit, naming speculators such as Huajian Medical, Hong Kong stock concept stocks plummet.
Capital shift: Companies riding the hot trend collapse, real performance companies rise against the trend.

Speculation on licenses ends, stock prices of unsuccessful companies drop to zero.

Investment logic dramatically changes:
Cross-border payments: Standard Chartered tests transfer arriving in 3 days, fees drop from 25 USD to nearly zero, giants like JD.com/Ant Group dominate the scene.
RWA: Charging piles/photovoltaic power stations go on-chain, stablecoins become on-chain cash.
Conclusion: Pure speculation on coins is doomed, stablecoins linked to trade, energy, and real estate will survive!

Global game: Rare earth stablecoins launch a surprise attack on the US dollar
Hong Kong's regulatory weapon: Value anchoring model crushes US and European efficiency, supports multiple currencies
Renminbi nuclear bomb: China Rare Earth Group launches rare earth-specific Renminbi stablecoin, forcing overseas buyers to use it, striking at the heart of US dollar settlement!

Pattern: US dollar stablecoins connect internationally + Renminbi stablecoins access the mainland, Hong Kong firmly establishes itself as a hub.

Shenlong directive
Opportunities:
2026 license list;
RWA implementation;
CNH stablecoin approval.
Risk avoidance: Clear out unlicensed stablecoins before January 2026, be wary of small coin runs.

Shenlong operation
Defense: Stay away from small stablecoins without scenarios;
Offense: Ambush cross-border payment chains and RWA infrastructure companies.

Policy ambition: State-owned enterprises' “rare earth stablecoins” force external circulation, Hong Kong is leveraging global settlement hegemony!

Opportunities and risks coexist in the crypto circle, stay vigilant, and timing is key. Shenlong has also discovered a short-term skyrocketing project with huge doubling potential! Want to keep up? Follow Shenlong for free sharing! Follow Shenlong trends

#加密项目

SEC postpones Trump ETF to September! The 110,000 defense line may collapse tonight

Institutional viewpoints are divided:
Bullish support: The head of research at Coinbase believes the market will hit bottom by the end of Q2 and recover in Q3; the Trump administration accelerates the approval of Bitcoin/Ethereum ETFs, creating long-term benefits.
Bearish pressure: The Fed's hawkish stance suppresses liquidity, and the SEC postpones the Trump media Bitcoin ETF to September, with policy risks still present.

Clearing threshold migration:
Current risk point: Falling below 110,000, bulls face a liquidation of 1.09 billion; breaking above 116,700, bears face a liquidation of 2.5 billion.

Trend changes: As of July 30, the bullish support level was at 116,000, which has now shifted down to 112,000, indicating a retreat of the bullish defense line and increased bearish pressure.

Market sentiment and technical shocks
Emotional vulnerability:
Bullish dilemma: The fear and greed index is rising, leveraged bulls are densely piled up at 112,000-114,000, and falling below may trigger a multi-kill of 600-1,000 million.
Bearish risk: Breaking above 116,700 may trigger a short squeeze, pushing the coin price straight to 120,000.

Technical chain effects:
Liquidity wave: Falling below 112,000 triggers strong liquidation pressure, causing the price to drop to 110,000; breaking above 116,700 triggers a rush by bears, causing the price to soar to 120,000.
Main force manipulation traps: Large funds often draw doors to harvest.

Dragon operation
Short-term strategy:
Keep a close eye on the threshold: Breaking above 116,700 can chase the rise; falling below 112,000 requires risk avoidance.
Leverage traders: Reduce leverage! Avoid opening high-leverage contracts between 112,000-116,000.
Spot investors: Falling below 112,000 can accumulate positions in batches, the long-term bullish trend remains unchanged.

Medium-term risks:
Pay attention to Q3 recovery progress and U.S. inflation data. If inflation remains high, the Fed's hawkish signals may drag down liquidity in the crypto market linked to U.S. stocks.

Black swan warning: Sudden hawkish signals from the Fed, repeated SEC policies, or geopolitical conflicts may trigger a liquidity crisis.

Dragon summary: The key clearing point is both a liquidation powder keg and a trend accelerator. Maintain low leverage, watch the market flexibly, and avoid becoming market fuel!

Opportunities and risks coexist in the crypto circle; stay vigilant, and timing is key. The Dragon has also discovered a short-term skyrocketing project with huge doubling potential! Want to keep up? Follow the Dragon, share for free! Follow the Dragon's trend

#加密项目 #BTC走势分析