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colword.std
colword.std
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钱站哪边 持仓端净流入最能看清楚聪明钱的方向。$BTC 七天累计净流入 +4100 万,8/28 虽然跑了 5 个亿(沃什放鹰当天),但随后两天回流 2.3 亿再流出 1.6 亿,整体净正。$ETH 呢?累计净流出 -5.01 亿,跑了个底朝天。 费率方面 $BTC 日均 0.0082%,多头还在老老实实交钱,仓位拥挤度不算极端。$ETH 日均 0.0036%,9/02 单日已经掉到 0.0001%,多头基本处于躺平状态。低到这个程度,说明 $ETH 多头已经被磨到极限了,要么是底,要么会继续阴跌到逼最后一波多头投降。
colword.std
colword.std
BTC vs ETH Profitability Comparison, PK Day | Judgment $BTC Win. Throw the ruling aside first This round $BTC pushed $ETH to the ground. In 7 days, $BTC dropped 3.45%, $ETH dropped 3.93%. The gap seems small, but $BTC money didn't leave, net inflow was 41 million, $ETH lost 500 million—smart money voted with its feet. During the two days when Wash's hawks were released, $ETH panicked and fled, $BTC was as steady as an old dog and even kept sucking in. $ETH rate hitting zero looks like a bottom signal, but in the PK race, the rate still holds a 0.008% $BTC showing that bulls still have faith. "Hurry up and start school," $ETH bulls really should start and catch up. Earnings drawdown faces face to face Over the 7-day range (8/27-02/9/02), $BTC fell from 80,208 to 77,440, with a return of -3.45%. $ETH fell from 2,509 to 2,411, with a return of -3.93%. The gap seems small, but the retracement data widens the gap: $BTC has a maximum drawdown of 3.5%, $ETH has a drawdown of 3.9%. Looking at volatility, it's even more straightforward: $BTC 7-day annualized volatility was 28.7%, $ETH 34.6%. With the same decline, $ETH withstood an extra 6 percentage points of volatility, so the Sharpe ratio naturally looks even worse. $BTC Sharpe -7.30, $ETH -7.90.

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