加密小叮当BTC

The moment the market started to decline, @qwatio opened a short position in seconds:
$BTC directly at 40x leverage, $ETH also at 25x
Now the unrealized profit has exceeded 3.3 million USD
Many people are saying he is an insider trader🤣
It might just be a joke, but it also indirectly shows - there are indeed people who can catch the rhythm perfectly
This kind of ultra-high leverage short-term trading sounds great, and the money comes in quickly
But in reality, most people can't withstand even a little volatility before getting liquidated
Once the direction reverses, you can lose everything in just a few minutes
Many people only see others making money through screenshots
But forget that the vast majority of people die on the path of high leverage
If you want to do short-term trading, you need to have extremely strong market sense + stop-loss discipline
You even need a bit of luck
Ultimately, whether in a bull market or bear market
The core of surviving has never been all-in
But rather risk control and patience
After all, keeping the account alive gives you the chance to wait for the next wave of market
If you really want to learn by following
It's better to practice position management well before learning how others speed trade
Otherwise, the next screenshot of liquidation
Might just be us 🤡

👀 Wall Street has started studying Fat Penguins, can you believe it?
Canary officially submitted the world's first "Meme + NFT Hybrid Spot ETF" application.
$PENGU + Pudgy Penguins are about to be labeled as legitimate by the SEC.
This isn't just a random stunt by fund managers; TradFi is seriously researching how to engage with meme culture and cultural assets.
The investment structure is laid out clearly:
1️⃣ 80.95% allocated to $PENGU, betting on Meme consensus.
2️⃣ 5.15% allocated to top-tier NFT: Pudgy Penguins.
3️⃣ A small amount of $ETH / $SOL to enhance liquidity.
Here's the key point: NFTs are actively managed and will rotate based on rarity, aesthetics, and market value!
If this gets approved, it will rewrite the historical narrative:
✅ Meme is no longer a joke asset but a brand investment portfolio.
✅ NFT is not just an image but a configurable liquidity cultural asset.
✅ TradFi is no longer resistant; it is starting to pick who is worth investing in.
💬 My opinion:
In the past, we were criticized for using memes to exploit retail investors and manipulate emotions.
Now Wall Street is saying: we also want to allocate some of these assets to try.
If it really gets approved, the next wave won't be about who makes the funniest images, but who resembles an IP the most and who can fit into an ETF. 🧠

Yesterday's market taught everyone a lesson:
In 24 hours, over $600 million was liquidated across the network, with long positions being the majority.
Everyone wants to buy the dip and make money, but instead got harvested.
That's how this market is: it rises sharply and falls even harder.
The greedier you are, the easier it is to be educated by liquidation.
Trading contracts isn’t impossible, but you really need to control your hands, manage your positions, and not gamble with your life.
There are no magical trades in the crypto world; only by surviving do you have a chance to turn things around.
The end of impulsively chasing quick money is giving your money to others.

🚨 The US banking industry officially breaks into the crypto space!
JPMorgan will allow Chase users to purchase cryptocurrencies using credit card points, in partnership with Coinbase.
🔵 There are many highlights:
1️⃣ Chase points can be recharged to Coinbase (launching as early as this year)
2️⃣ From 2026, 1:1 point redemption for crypto will be supported, directly to wallets
3️⃣ The first mainstream bank in the US to allow points for cryptocurrency purchases
But don't get too excited just because of the "1:1"; this does not mean 1 point = 1 dollar equivalent crypto,
The specific redemption rules have not been disclosed, and variables such as token selection, exchange rates, and fees may apply.
This is the first major bank in the US to support points for crypto purchases, and the narrative is truly changing.
🧠 What does this mean?
🔹 Traditional banks are no longer just watching from the sidelines; they are now collaborating.
🔹 Tens of millions of Chase cards may become the next entry point for crypto users.
🔹 The traditional financial reward mechanism is becoming a tool for driving traffic on the blockchain.
In the past, it was about exploiting rewards to enter the space.
In the future, it will be about using credit cards to earn crypto.
The entry point has changed, and the flow of funds will also change.
💡 The most critical point:
This is not Coinbase leading Chase; rather, JPM is using Coinbase to achieve "digital user retention."
Chase wants to retain young people by linking on-chain assets to consumption, points, and wealth management loops.
The focus of this transformation is not on token prices but on redefining entry points and ecosystems.
Stop saying institutions haven’t come; they are already designing the path you are about to take.
#CryptoAdoption #TradFiMeetsCrypto

🚀 Recently, everyone has been focusing on the key level of $ETH:
Approximately $4,500, which is the +1σ active trading average
This line is not drawn randomly:
✅ In the bull market of 2020-21, this was precisely the dividing line between rationality and euphoria
✅ In March of this year, it also surged to this point and got pushed down, followed by a pullback
Now it’s once again approaching this line, and market sentiment is clearly agitated:
If it can break through smoothly
The chips accumulated from March until now may be ignited
More funds may enter following the sentiment → Short-term frenzy, increased volume
At the same time, it could also bring greater volatility, overbought conditions, and false breakout risks
If it gets blocked again
It may not be a bad thing:
A period of consolidation or pullback may occur, allowing the market to calm down and digest the gains
This could actually be healthier for the long-term structure
Ultimately, this $4,500 feels more like the market's emotional switch:
✅ Break it → The market enters the frenzy zone, FOMO sentiment accelerates
✅ Don't break it → The market remains temporarily calm, but accumulates greater explosive power
Personal opinion:
Rather than shouting every day about how much $ETH will go up
It’s more reliable to focus on these critical positions and changes in fund sentiment
After all, the market never moves up in a straight line
The structural risks and emotional fluctuations in between are the real keys that influence the trend 🧐

🚩 Everywhere is shouting
Bitcoin is about to rise to 140,000 dollars!
But thinking calmly, is it really that simple?
This year's market is indeed good,
July just happened to rise by +9%, with notable momentum.
But the problem is: momentum is not infinite
✨ The ETF craze has actually been reflected in the price long ago
✨ The Trump concept has been hyped up quite a bit
✨ No new positive news has been seen for now
What's worse is that on-chain data has already started to flash yellow lights,
and next we are about to enter the weakest period of Bitcoin in the year...
This doesn't mean the bull market is over,
but the scenario of shooting straight to 140,000 dollars
might not be as smooth as imagined——
What will be tested next is patience,
and whether there is new real capital entering the market.
The market has never been a straight line
DYOR, stay flexible, and don't be swayed by emotions!⚡

Coinbase premium turns negative, are US institutions starting to exit? The 60-day strong trend of BTC may have peaked.
📉 Coinbase Premium breaks down
For the first time since the end of May, it has turned negative, and the buying enthusiasm for BTC in the US market has decreased. This indicator has always been seen as a barometer for US institutional entry.
What signals does a negative premium release?
1️⃣ US institutional funds are temporarily observing, buying power is weakening
2️⃣ The current trend is more likely driven by retail investors or other markets
3️⃣ A turning point in market sentiment may appear, need to guard against a sharp pullback
⚠️ How to interpret the short-term impact?
1️⃣ BTC price volatility increases, the risk of chasing high rises
2️⃣ Institutions are not increasing their positions, main players are absent, sentiment may cool down
3️⃣ Pay attention to on-chain stablecoin inflow and whale movements to judge the rhythm of the next wave of trends
🧠 One-sentence summary:
The negative turn of Coinbase premium is not a signal of collapse, but it does indicate that US institutions are slowing down.
In the current market, both sentiment and rhythm are changing; making money relies not on speed, but on stability.
#BTC #CryptoMarket #比特币分析

🚨C2C sellers beware, this new "Strict Selection Zone" launched by Binance is worth trying👇

Funds frozen by judicial authorities? The platform + advertisers will compensate you 50%, with a maximum single claim of 20,000 USDT

⚠️The regular zone only compensates 10%, with a maximum of 2,000 USDT, which is not even on the same level

Currently still in the testing period (7/29～8/17)
The platform has set aside 1 million USD for compensation guarantees
As long as your app version is 3.1.0 or higher, you can see the entry

Advantages of the "Strict Selection Zone":

1️⃣Only selected trusted advertisers can enter

2️⃣Compensation amount increased by 5 times

3️⃣Compensation paid within 10 days after an incident

4️⃣Dedicated for selling (buying not supported for now)

5️⃣Transaction fee of 0.2%, but with stronger protection

If you:

✅Frequently sell cryptocurrencies in C2C

✅Worry about your bank card being frozen by judicial authorities

✅Want an extra layer of safety net

Then you can consider trying the "Strict Selection Zone" as your first choice
After all, it's much better than losing everything👀

This is just a personal share, not representative of the official stance, nor investment advice, DYOR!

📊 $BTC Although it dropped to ~$114,800 this week, it quickly rebounded to $119,580, with short-term support holding steady.
The structure hasn't deteriorated, but leverage is quietly expanding.
On July 23–24, the entire network saw over $1.1 billion in long positions liquidated.
It seems like a slight correction, but under high leverage, a chain reaction can happen in an instant.
Funds are rapidly shifting from $BTC to altcoins:
1️⃣ $ETH's dominance in holdings rose from 17% to 26%
2️⃣ $BTC's share dropped from 51% to 41%
3️⃣ Total holdings of $ETH, $SOL, $XRP, $DOGE increased from $26 billion to $44 billion (in 4 weeks)
Hot money is back, but leverage on altcoins has also piled up.
Once prices slow down or face macroeconomic headwinds, the risks will amplify.
U.S. macro data also reveals unease:
1️⃣ Durable goods orders fell by 9.3%
2️⃣ Business investment in equipment has slowed
3️⃣ New home sales only increased by 0.6%
4️⃣ The number of people continuing to file for unemployment benefits rose to 1.955 million
On the other hand, institutions are accelerating their allocation of crypto assets, especially $ETH:
✅ BitMine holds 566,000 ETH
✅ Ether Machine is preparing to go public with 400,000 ETH
✅ Trump Media has heavily invested in $BTC, amounting to $2 billion
💬 My view:
The current market is very similar to early 2021—
Prices are stable, narratives are hot, funds are restless, and leverage is high.
It is both an opportunity and a trap.
Are you chasing the hype, or are you preparing to hold for the long term?
Now is a watershed moment.

2

📉 Bitcoin has reached a strategic inflection point, and seasonal pressure is approaching
Since June, $BTC has rebounded to $116K, and market sentiment is gradually optimistic, but now we have arrived at a time window that deserves special vigilance: the seasonal weakness period from August to September.
The chart shows:
1️⃣ Average return in August ≈ 0%, win rate only 30%
2️⃣ September is worse, with an average return of -3%
3️⃣ These are the two worst-performing months for Bitcoin throughout the year.
History does not simply repeat itself, but capital behavior has indeed experienced multiple natural retreats during these time periods.
The current market logic is as follows:
The rise has already realized previous benefits (sentiment repair, institutional inflow)
This week there is a series of macro events being released:
 📅 Federal Reserve meeting
 📅 White House digital asset report
 📅 Peak of US stock earnings season
Once the benefits run out but there are no new catalysts, the market may fall into a stagnant rise → oscillation and distribution rhythm
The real challenge is not the sharp decline, but the high-level oscillation + lack of direction + rapid rotation of hot spots.
My strategy suggestions:
✅ 1. Do not chase highs currently, wait for a pullback confirmation
✅ 2. If macro signals are strong (such as clear interest rate cut expectations), then increase positions to bet on trend continuation
✅ 3. If the market becomes dull and oscillates, consider appropriately reducing positions or shifting to a volatility strategy
Trend trading is not about catching every rise, but understanding when to observe and when to take action.

🚀
Recently, I have been a bit stunned:
$PENGU's trading volume on #Upbit has actually surged to first place, directly surpassing $DOGE!

It’s important to know that $DOGE is an established meme with a market value of several billion dollars,
while $PENGU's market value is currently less than 1/13 of $DOGE.
In simple terms: the popularity has caught up, but the valuation is still on the floor.

Interestingly, it seems that the Korean community is quietly increasing their holdings,
with funds continuously flowing in and the order book remaining stable.
Many outsiders haven’t even noticed what’s happening
🤫

From the current market situation, it feels more like the Korean market is naturally pushing $PENGU up,
rather than simply driven by a speculative trader.
This situation often has more sustainability than a short-term spike, and is more worth paying attention to.

💡
My personal opinion: this wave might just be the beginning.
After all, trading volume has already outpaced $DOGE, but the market cap is still over ten times lower.
Once the hype spreads to other exchanges or overseas communities, the potential for growth is quite significant.

Perhaps now is a good time to research and set up positions,
because once trending lists and various KOLs start calling for it, it will be too late to chase.
👀

#加密货币 #山寨币 #PENGU #MemeCoin

🚀
Recently, the price of $ZORA has surged dramatically, almost overnight becoming a hot topic. But to be honest, I find it a bit hard to understand:

On-chain data is actually quite cold:

1️⃣ The number of new addresses has dropped from an average of over 60,000 per month at launch to less than 10,000 now.

2️⃣ The number of contract creations once broke 100,000, and now it's basically at zero.

3️⃣ Monthly transaction count has fallen from 6 million to less than 1.5 million.

4️⃣ The number of users has also plummeted from a peak of over 200,000 to around 50,000.

5️⃣ Most new users are only active for 1-2 months before dropping off.

All of this indicates that the ecosystem's activity level has clearly cooled down.

My feeling is that the current rise resembles more of a speculative play or a short-term emotional uplift rather than a genuine recovery of the ecosystem.
There have been no significant positive developments in the market: no new protocol upgrades, major collaborations, or blockbuster applications bringing user growth.

In other words, the price is rising, but the fundamentals are not aligning.
Such market conditions usually lack strong sustainability; if there are no new stories or new capital entering, the risk of a correction is quite high.

Of course, there may be new narratives or hidden capital logic that I haven't seen.
But at least from the current on-chain data, I don't see any obvious improvement.

⏳
So personally, I choose to wait and see, not to chase blindly, and to consider participating only when there are more certain fundamental changes.

Crypto Trading Insights: Even Retail Investors Have Dignity

At First: Dreaming of making millions annually and traveling the world.
Later: Just hoping to break even and enjoy a nice meal.

Buy and prices drop, sell and prices soar, don't buy and fear missing out.
When prices rise, suspect it's a trap; when they fall, suspect it's a setup. In short, always doubting life.

By day, pretending to be an expert: Hold firm, steady your chips!
By night, becoming a coward: Maybe I should run first, brother...

The big shots say go all in, I believed it; the big shots say hold steady, I believed that too.
In the end, the big shot drives off, while I feel anxious: afraid of another crash!

As my wallet gets thinner, the stories keep piling up.
But cursing aside, I still have to watch the market, still have to trade.

After all, losing money might just help me reach enlightenment:
When prices drop, let it be; when they rise, rejoice; if I get liquidated, consider it a loss to avert disaster!

📊 A notable trend is occurring:
The number of listed companies holding 1,000+ $BTC is continuously rising:
Q1: 24 companies
Q2: 30 companies
Q3 (only halfway through): has already reached 35 companies
This is not just surface-level news about companies buying coins, but a signal of structural change.
We used to think that institutional entry was about loud announcements, large purchases, or even marketing
But the real entry is often quiet: companies continuously include $BTC in their financial reports, one after another
The key is:
✅ No speculation
✅ No movement
✅ No escape
But rather treating $BTC as a long-term asset allocation
The profound impact on the entire crypto industry:
1️⃣ The circulating supply of $BTC decreases
These companies are unlikely to sell casually, $BTC is becoming increasingly locked up. This is not about increased trading activity, but rather a decrease in liquid chips
2️⃣ Narrative upgrade
The role of $BTC is transitioning from digital gold to a corporate-level strategic asset, affecting not only the coin price but also regulatory attitudes, financial models, and media perspectives
3️⃣ Passive upgrade of infrastructure
More companies holding coins will force the industry to become more professional and robust in terms of custody, auditing, taxation, compliance, etc.
4️⃣ Traditional finance begins to connect
When $BTC is accepted by companies as a standard asset, it may be used for staking, issuing bonds, and financing in the future, reshaping the credit system of the crypto market
This is not a bullish market call, nor a short-term sentiment, but a long-term perspective of consensus restructuring
As $BTC gradually shifts from early believers to corporate and institutional funds
It is no longer a speculative chip in the free market
But rather an asset on the global capital ledger
So these 35 companies may be more important than imagined
They do not rely on hype to influence the coin price
But they may quietly rewrite the fundamentals of this market
When the bull market resumes, the more stable bottom may likely be the path they have paved
🧠 Understanding this point
Is much more important than looking at market charts every day

Observing the market sentiment over the past few days, a particularly obvious shift has occurred:

The previous routine was —
Buy when whales are accumulating, sell when retail investors are FOMOing.
But this logic is no longer very applicable.

In this cycle,
It's not whales cutting retail investors,
but old whales transferring coins to a new generation of long-term players —
Many are institutions, funds, and publicly listed companies.
They are not here to chase short-term gains; they are here for 5 or 10 years.

The most intuitive signals:

🔹
CDD indicator skyrocketing, large amounts of old coins moving

🔹
ETFs continue to aggressively accumulate

🔹
More and more publicly listed companies are announcing their BTC reserves

What does this mean?

📌
The market is increasingly dominated by long-term capital

📌
The rhythm of short-term traders is disrupted

📌
Long-term holders are starting to gain pricing power

The real strength of a bull market lies not in heat, but in structural changes.

Under the new rules, past experiences may not be reliable.
But having the courage to correct one's views,
in the crypto market, may be even rarer than being correct in predictions.

Sometimes I truly feel that trading cryptocurrencies is not just about financial management, but also a form of cultivation.
At first, I thought about getting rich overnight, watching the market during the day and counting money in my dreams at night;
But reality taught me a lesson: stop dreaming, get up, you're losing money.
As soon as news comes, I rush in, it peaks and then pulls back; just when I cut my position, it takes off; just when I increase my position, it dives.
The crypto world has no emotions, only liquidation and mental exhaustion.
What I fear most is not the continuous decline, but that it drops when I don't cut my losses, and when I do cut, it rises.
Eventually, I learned not to chase highs or go all in, watching the market with a calm demeanor;
But my account balance reminds me: your calmness is because you're already numb.
The people around me are either legends or philosophers;
And I am just an ordinary retail investor hopping between bottom fishing and cutting losses.
I say I am indifferent, but my wallet is secretly converting to USDT for the next round of dreams.
#BTC #山寨季來了？

🚨 Another U.S. listed company is going all in on Bitcoin!
DayDayCook (NYSE: DDC), originally a brand from Asian cuisine, has now completely transformed —
not only has it bought Bitcoin, but it has also declared:
🎯 Goal: Hold 10,000 BTC by the end of 2025
🎯 Within three years, become one of the top three BTC reserve companies globally
This is not just talk👇
🔹 Secured $528 million in funding support from Anson, Animoca, and Kenetic
🔹 Submitted a $500 million F-3 filing, facilitating future stock/bond issuance at any time
🔹 Plans to build positions through derivatives + private placements + yield generation, precisely and efficiently buy #BTC
In short — they want to become the Asian version of MicroStrategy.
The biggest highlights of this matter are:
✅ Non-tech, non-financial companies can also treat BTC as a primary asset
✅ Supported by OGs in the crypto space
✅ May drive medium-sized enterprises to join the Bitcoin balance sheet trend
Moreover, the signals revealed behind this are even more significant —
This is not just about buying coins,
it's a qualitative change in Bitcoin's status as an asset:
🔹 Bitcoin is no longer just digital gold; it is genuinely incorporated into the core assets of companies, standing alongside cash and government bonds.
🔹 Every listed company entering the market is a vote of recognition from traditional finance for Bitcoin, boosting market confidence.
🔹 Companies tend to hold their Bitcoin long-term, reducing liquidity, stabilizing price floors, and making it more resistant to downturns.
🔹 This trend will also promote more mature regulatory policies, providing a better development environment for the entire industry.
In other words,
the story of Bitcoin is not just told by the crypto circle itself,
but rather more and more real-world companies are betting with real money.
This game has just begun to heat up.
Do you think this aggressive strategy is crazy?
Or, is it winning big? 💥

🚨 Another US-listed company is going all in on Bitcoin!
DayDayCook (NYSE: DDC), originally a brand from the Asian cuisine industry, has now completely transformed —
Not only has it bought Bitcoin, but it has also declared:
🎯 Goal: Hold 10,000 BTC by the end of 2025
🎯 Within three years, aim to be among the top three BTC reserve companies globally
This is not just talk👇
🔹 Secured $528 million in financing support from Anson, Animoca, and Kenetic
🔹 Submitted a $500 million F-3 filing, making it easier to issue shares/bonds at any time in the future
🔹 Plans to build positions through derivatives + private placements + yield generation, buying $BTC accurately and efficiently
In short — they want to be the Asian version of MicroStrategy.
The biggest highlights of this situation are:
✅ Non-tech and non-financial companies can also treat $BTC as a main asset
✅ Backed by OGs from the crypto space
✅ Could motivate mid-sized companies to join the Bitcoin asset balance sheet trend
Moreover, the signals revealed behind this are even more significant —
This is not just about buying coins,
It's a qualitative change in Bitcoin's status as an asset:
🔹 Bitcoin is no longer just digital gold; it is now truly incorporated into core corporate assets, standing alongside cash and government bonds.
🔹 Each public company entering the arena is a vote of recognition from traditional finance for Bitcoin, boosting market confidence.
🔹 Companies' tendency to buy coins for long-term holding reduces liquidity, stabilizes price floors, and makes them more resilient to downturns.
🔹 This trend will also promote more mature regulatory policies, providing a better development environment for the entire industry.
In other words,
The story of Bitcoin is not just told within the crypto circle,
But increasingly, more real-world companies are betting with real money.
This game is just starting to heat up.
Do you think this aggressive strategy is crazy?
Or, are they winning big?💥