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研亦有道
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难道币圈真的要凉？那么好的优质资产，到底谁在卖啊！机构不是没钱，而是钱砸进来以后，价格越来越不动了。
先看$ETH ，BitMine上周又扫了28086枚，均价约2451美元，现在已经持有接近593万枚ETH，账面浮亏约52亿美元。更夸张的是，5%供应量目标已经完成97%，质押收入约3.3亿美元，光靠这个填亏损得十几年。
那问题来了，TOM快买完了，后面谁接着拉？
$BTC 也是这个味道。9月1日至8日，现货ETF累计净流入约9309枚比特币，9月3日单日更是接近9454枚，可BTC还是重新磨回7.8万附近。
这就不是单纯“有没有买盘”的问题了，而是上面的卖盘太重。
8万—8.2万迟迟突破不了，油价又逼近100美元，美债收益率上行，通胀和加息预期重新冒头，ETF买盘正好被宏观和高位筹码一起消化。
所以我现在不急着猜牛熊。
ETF继续流入，价格却继续横着不涨，反而才是最该警惕的信号。利好多少不重要，市场接不接得住，才重要。#加密财库分化：买币还是回购？
#美伊冲突升级，百元油价与谈判信号并存
#ZEC跻身前十，机构化进程提速
研亦有道
There's no need to be too pessimistic about this round of adjustments.
BTC started on August 17 and entered a correction on August 22, which has been grinding for about 19 days. The range is pulling back and forth between 76,000 and 82,000, a typical upward trend correction with an upward tilt, not a broken trend.
The real resistance now is still around 82,000. If this is broken through with increased volume, the market is very likely to accelerate again.
How can a bull market always surge straight up every day? If it really rises like this, that's actually abnormal.
My approach is simple: don't go short before the major trend breaks; The key is when the daily adjustment ends.
Even more interestingly, the market has recently started to see localized bull markets. Trading activity on the RH chain has picked up, with ZEC as a major coin surging and exchange-traded tokens also becoming active.
The market is stable, while some local market players move first. This vibe reminds me more and more of the scene before the wild market start in 2020.
Now is not the craziest time yet; in fact, it's even more worth watching $BTC $ETH $ZEC
#加密财库分化: Buy coins or buyback?
#ZEC跻身前十, the institutionalization process accelerated
#Robinhood首次担任IPO承销商
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