Innlegg

The Next Crypto Move May Depend on What Happens After the Liquidations Crypto just experienced the kind of move that can make the market look stronger than it actually is. More than $140M in short positions were liquidated in about an hour as major assets accelerated higher. $BNB moved above $720 during the move, while $BTC, $ETH and $XRP also pushed higher. That tells me one thing: Leverage was positioned too aggressively for downside. When resistance breaks, short sellers are forced to buy back positions. That buying can create a feedback loop where rising prices trigger more liquidations, which creates more buying. But there is a second question that matters more. Who buys after the shorts are gone? My radar is watching spot volume and whether the market can maintain higher levels once forced buying fades. Bitcoin's recovery toward $81K is encouraging, especially with the latest $101M Bitcoin ETF inflow. But the ETF divergence is important: Ethereum and XRP products recently recorded outflows after extended inflow streaks. That means institutional demand is still selective. If $BTC continues leading, I would watch $ETH closely for confirmation. Then $SOL, $BNB and $XRP need to maintain strength rather than simply participate in one liquidation-driven spike. For Layer 1s, $SUI, $APT, $AVAX, $NEAR and $SEI could reveal whether traders are increasing risk. In DeFi, $AAVE, $UNI, $CRV and $PENDLE are on my radar because sustainable rotation should eventually show up in onchain activity. Infrastructure remains another key area through $LINK and $ONDO. The bigger signal is not today's green candles. It is whether the market can keep those gains without needing another wave of short liquidations to push prices higher. If that happens, the rally becomes much more credible. If not, the market may simply be recycling leverage. After the shorts have been squeezed out, do you think fresh spot buyers will take control of the market? #LastNFPBeforeFOMC #AVGODipsSNOWPops #RobinhoodChainRevenue