WEB3氪金AI猎手

$SUI trading volume has exceeded the total of AVAX, HYPE, and NEAR, and the on-chain TVL has reached a new high. MCVT has locked $450 million in private placement funds for SUI, creating the first SUI treasury company listed in the US stock market, with 98% of the funds to be used for purchasing SUI.

$SUI is also advancing its ETF application and receiving support from the crypto consortium, making chips below three knives worth cherishing.

Breaking News 🚨 METAPLANET has just acquired another 780 $BTC for 92 million dollars

Total holdings amount to 17,132 shares of $BTC (1.73 billion dollars)

Why do we say that the bull market has ended at the weekly level?
1. RSI and MACD show standard divergence, and divergence cannot be hidden or controlled; even the main force cannot do it.
2. The angle of moving averages and the deviation rate have reached historical maximum thresholds, which necessitates a weekly level correction.
3. The crypto market is filled with continuous good news (stablecoin bill, genius bill, etc.), yet BTC shows no reaction, indicating that people are selling on the good news.
4. Institutions, media, influencers, and retail investors are all infinitely optimistic about the rise, similar to the “pumpers” when stocks peak, and none of them have good intentions.
5. This tweet has been criticized to the extreme, representing that my statement about the end of the bull market touches the fundamental interests of many retail investors; cursing is a sign of incompetence. The frantic reactions of those low_Bs who scold me further reinforce my view that the bull market has ended. Facts are facts.

As expected of NEAR's beloved child, rising against the trend——

$RHEA surged to $0.08 today, with a daily increase of over 33%,

Honestly, I was a bit surprised, as it just had its TGE on July 30, with a circulation of only 200 million tokens, FDV under $81M, and the main market is still fluctuating. I didn't expect it to be targeted by funds so quickly.

The narrative is that it is the flagship DeFi after the NEAR merger and restructuring, a fusion evolution of Ref + Burrow, integrated DEX + Lending;

Is anyone else paying attention to $RHEA? What do you think of its current valuation?

A chart tells you why BNB is more suitable as a reserve
BNB has increased by 36.22% in the past year
At the same time, BNB received 44 airdrops

I manually calculated the airdrop value
Each BNB can obtain 161.5U in airdrops over the past year

Based on the current price, the annualized airdrop is 21%
If you consider the increase, holding BNB for a year yields over 57%
What conclusion can be drawn? “BSTR” is the strongest #BNB

Yesterday I asked a friend who trades cryptocurrencies: The recent altcoin crash, how's your sleep? He said: I sleep like a baby. I replied: No wonder you're an expert! You can still sleep through this! He was silent for a moment and then said: I often wake up crying in the middle of the night and then go back to sleep. #稳定币热潮

In the past 4 hours, the entire network has liquidated $332 million, mainly long positions

In the past 4 hours, the entire network has liquidated $332 million, of which long positions accounted for $318 million and short positions accounted for $13.7068 million.

In the past 24 hours, the entire network has liquidated $1.059 billion, of which long positions accounted for $970 million and short positions accounted for $89.1917 million. #加密市场回调

Adriana Kugler announced her resignation from the Federal Reserve Board on August 8. During her tenure, the phrase she often repeated was 'inflation priority, keep interest rates unchanged', and she was viewed by the market as a moderate hawk.

📉 The FOMC currently has two 'immediate rate cut' opposing votes from Bowman and Waller (9:2 maintaining stability, 17% dissent). The vacant position will be nominated by Trump — most likely a new dove advocating for easing 🕊️.

🔄 If this newcomer is confirmed, the rate-cutting faction will increase to 3 out of 12 (25%). Minority opinions have escalated from 'noise' to 'chorus': there will definitely be a section in the post-meeting statement stating 'rate cuts should happen immediately', and the dot plot will have one more star at the bottom, with market duration trading and the dollar index likely to price in early easing. $BTC $ETH

In the past 7 hours, 108 million USDC has been deposited and transferred to Galaxy Digital, and they have currently purchased 14,933 ETH (53 million).

They transferred 53 million USDC to Galaxy Digital 7 hours ago, and then received 14,933 ETH 2 hours ago, with a purchase price of $3,550.
After receiving the ETH, they transferred 55.56 million USDC back to Galaxy Digital to continue buying ETH.

SharpLink Gaming has been accumulating ETH since early June under a micro-strategy operating model, and as of today, they have accumulated a total of 464,000 ETH, now valued at $1.62 billion.
The average purchase price is approximately $3,029, currently showing an unrealized profit of $214 million.

According to @EmberCN monitoring, Ethereum micro-strategy company SharpLink has deposited 108 million USDC in the past 7 hours and transferred it to Galaxy Digital. They have currently purchased 14,933 ETH (worth about 53 million USD) at a buying price of 3,550 USD. Since early June, SharpLink Gaming has been accumulating ETH in a micro-strategy operation mode, and to date, has acquired a total of 464,000 ETH, worth 1.62 billion USD. The average purchase price is approximately 3,029 USD, currently yielding a profit of 214 million USD.

$ETH

Take a look at the day trading I've been doing on lower time frames

About a week ago, I mentioned that I was keen to go long on the annual opening price of $34 or ETH.

If this level holds, I will be looking for longs on my main account.

Hope to see the price show signs of seller exhaustion and then start to get involved.

I guess we'll know next week—largely depending on other markets—all of this is a big trade #eth

Sui's micro strategy has arrived. It turns out that US stocks were bought last Friday. The market value of this US company is a bit low, at less than 50 million dollars, but the company is profitable.

Buying and selling 83,025,830 shares of common stock at a price of $5.42 per share, totaling 450 million dollars. It turns out that this stock has only 2.35 million shares in circulation and a total share capital of 6.06 million. Based on the pre-market price of $7.8, the premium rate is approximately 155%.

Non-farm payrolls tonight, if it doesn't go up, we'll consolidate over the weekend and continue to be bearish next week. The foundation really has issues, selling $Eth again. The market will punish every diamond hand and every person who can't bear to cut losses. Altcoins are all hitting new lows, gains are just slight pumps, while drops are big bearish candles. Apart from the leaders, altcoins are all heading to zero.

Brothers, good morning☀️☀️

Today is the first day of August
No matter if you lost or earned in July
I wish you a prosperous August!
May your account grow📈📈📈

Agree and like🫵🫵

BTC Analysis:
Current price is operating in the 119000-119500 resistance area, overall it has not effectively broken through;
Volume has decreased, and the K-line shows a "shoulder resistance structure," indicating a short-term risk of another pullback;
If it cannot break above 120000, it is expected to retest the 117000-115000 range;
If it breaks through and stabilizes above 119200, it is likely to challenge new highs.
Strategy Suggestion:
Use 119000 as a watershed, exercise caution in chasing long positions before breaking the previous high; short-term participation is suggested to treat it as a range-bound fluctuation.
ETH Analysis:
The trend is relatively active, but it is still operating in the 3880-3900 pressure zone;
Structurally, it is in a parallel oscillation area, and the K-line has not effectively departed from the center;
After a volume-driven decline, it is gradually repairing, but the upward movement lacks confirmation from large bullish candles;
Short-term focus on the 3780/3760 support area, if it breaks down, look towards 3660-3560.
Strategy Suggestion:
Focus on oscillation operations, primarily shorting below 3880, and monitor the effectiveness of the 3745 watershed support.

Summary of Market Insights on August 1, #美联储利率决议
Powell's Hawkish Expectations Suppress the Market, Deep V Recovery Fails to Break Through Range Structure

Today's cryptocurrency market continues to exhibit a volatile pattern overall, with BTC and ETH repeatedly oscillating near key resistance levels, reflecting strong short-term speculative sentiment. Despite a clear 'Deep V Structure' rebound yesterday, the recovery failed to break through the resistance area, indicating that the market has yet to escape the range-bound oscillation pattern.

Brief Review of the Macroeconomic Situation:
The U.S. core PCE data for June is generally hawkish, with the annual rate below expectations but the monthly rate rebounding, showing that inflationary pressures still exist;

CME data shows that the probability of no interest rate cut in September has risen from 55% to 58.8%, further weakening market expectations for rate cuts;

The White House, in conjunction with five departments, released a cryptocurrency strategy report, reiterating that it will not promote CBDCs, encouraging the development of private stablecoins, and emphasizing that the U.S. must maintain global leadership in on-chain finance, which is a long-term positive for industry development;

Market attention is shifting to the issue of Powell's succession, with political maneuvering becoming a dominant force.

刚刚公布的美国6月PCE数据整体表现不佳。最关键的核心PCE年率，在前值被下调后，本月数据与之持平，虽然低于市场预期，但由于前值已调整，因此影响相对有限。与此同时，核心PCE月率符合预期，略高于前值，显示出通胀依然存在上行压力。

整体来看，PCE年率和月率均为上升，说明当前通胀环境仍不友好，尚未看到明显的回落趋势。尤其是考虑到未来几个月新一轮关税即将生效，届时通胀可能进一步抬升。

尽管数据表现不佳，抑制了市场对美联储降息的预期，但当前市场关注的焦点并不在这份数据本身，而是川普是否会更换鲍威尔。毕竟，无论数据好坏，背后都牵动着川普与鲍威尔之间的政策博弈。一旦鲍威尔被更换，市场对未来政策路径的预期可能会发生重大变化。

在PCE数据公布后，CME数据显示市场对9月不降息的概率从55%上升至58.8%。接下来，市场将密切关注政策信号，而不是单纯的数据表现。

我个人认为，在当前阶段，利好数据仍能提振市场情绪，但如果是利空，市场的反应可能有限——因为宏观数据已经不是主导市场的核心因素，政策变动才是关键#白宫数字资产报告

Is anyone scanning Alpha at the Gate?

I heard that airdrops only give 0.05u, is that true? 😂#白宫数字资产报告