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币圈八爺
币圈八爺
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《2718个BTC离场:ETF在抽水,我偏空防守🛡️》 ETF五个交易日抽走2718个BTC:13号进2147,14号出3144,15号回62,周五又跑1002——机构跑得比散户还快。 ETH周五被抽2.86万个,全记贝莱德账上;它那只BTC基金周五跑了873个。 盘面三大主流全挨打:SOL最惨,102.78跌1.5%,持仓砍3.78%,过夜成本转负;ETH在2389跌1.41%,持仓砍2.37%,过夜成本0.0049%最高;BTC卡81286,跌0.57%,持仓缩1.37%。 24小时全网爆3.25亿,9.4万人被抬走,多单占79%——抄底全在半山腰。 有三处挺反常:ETF连抽水价格没崩,现货被动挨打;持仓缩得比价格快,没人敢赌周末;涨幅榜前五全是小币,热钱不敢碰大的。 我目前看法: ①2718个BTC五天离场,大钱撤退比价格重要,这周末我不接飞刀; ②杠杆多头在投降,投降结束前,所有反弹都是纸糊的; ③BTC守81000还有的看,破了看80000;ETH看2370,SOL看102——破位继续等,不破不追。 我的BTC空单继续拿着,ETF进水再谈抄底。
夺竿秋
夺竿秋
#美国CPI与PPI双超预期,年内能否再加息? BTC/ETH/SOL盘面如何应对 Federal Reserve Chair Wash's speech on October 16 did not predict future rate decisions and did not clarify whether to continue raising rates in October. Officials like Daly and Goolsbee remain cautious about immediate rate hikes. After the data release, the market's probability of a 25 basis point rate hike in October dropped to about 15%, with significant market divergence on the timing of further hikes within the year. 📊 Coin Market Logic BTC: Inflation data being hotter theoretically suppresses risk assets, but the current market pricing shows a lower short-term rate hike probability, leading to short-term oscillations. Market action focuses on subsequent Fed speeches. ETH: Moves in line with the broader market, more elastic than BTC; changes in rate expectations amplify volatility. SOL: Highly elastic asset, more sensitive to liquidity expectations. If rate hike expectations heat up again, correction pressure will be stronger; loose liquidity expectations make it easier to rally. Core Interpretation Rising inflation data is a hard negative, but dovish Fed officials' statements offset panic. Simply put: data is hot, but the probability of an immediate rate hike is low. The market enters a wait-and-see phase, with BTC, ETH, and SOL likely to maintain wide oscillations, awaiting more Fed officials' guidance. If inflation continues to rebound, the risk of restarting rate hikes within the year will return.

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