Nextbook
2 Days
1 Following
10 Followers
22 Liked
0 Shared
All
Quotes
BTC stuck at 93.4k like it’s nailed to the floor. US hours tried to rip it to 94.6k, Asia slapped it straight back to 93.1k low with trash volume. Classic fakeout rinse. Perp funding’s been bleeding for 8h straight, now -0.008%. Longs got cooked.
DXY 99.05 sniffing 100 again. Dollar heavy = alts leaking. SOL 134.8, BNB 888, ADA 0.426, all grinding lower, nobody catching the knife.
Whales shoved another 12k+ BTC onto exchanges overnight. Inflow worse than last week, straight-up weekend risk-off. Spot CVD green for 48h, bids are ghosts.
My line in the sand:
93k cracks clean today → 90k weekend magnet, no questions.
93.8k 4h close above + funding flips green → 96.5k easy money.
I’m flat going into Saturday. Cash is king.
Side eye: $XRP has been boring as hell between 2.14-2.18, volume dried up clean, feels like someone’s quietly stacking under the radar. Might actually do something soon, just saying.
Stay sharp boys.#加密市场观察
DXY 99.05 sniffing 100 again. Dollar heavy = alts leaking. SOL 134.8, BNB 888, ADA 0.426, all grinding lower, nobody catching the knife.
Whales shoved another 12k+ BTC onto exchanges overnight. Inflow worse than last week, straight-up weekend risk-off. Spot CVD green for 48h, bids are ghosts.
My line in the sand:
93k cracks clean today → 90k weekend magnet, no questions.
93.8k 4h close above + funding flips green → 96.5k easy money.
I’m flat going into Saturday. Cash is king.
Side eye: $XRP has been boring as hell between 2.14-2.18, volume dried up clean, feels like someone’s quietly stacking under the radar. Might actually do something soon, just saying.
Stay sharp boys.#加密市场观察
The ETH short made sense—3250 was never going to break on that momentum. ZEC’s bounce is cool, but chasing a 30% move this late usually ends the same way.
分析师舒琴
--
Successful shorting of Ethereum? What should we do next? ZEC has rebounded by 30%! Let's talk about the next steps.
First, regarding Ethereum, around 3250 is indeed a high-pressure point. The price dropped immediately by 7% to 3060 after reaching this point, falling very quickly. However, we shouldn't be complacent, as there are still 5 days until the interest rate cut, and it's possible that the price could make a second peak, or it might, albeit with low probability, reach around 3400.
So if you're positioning for the long term, you can hold on as originally planned, and short the remaining position the day before the interest rate cut, entering in batches. After the interest rate cut, the price will gradually start to decline. If you're trading short-term, you can take profits on dips and short again before the interest rate cut as well. Also, don't forget that tonight at 11 PM, the PCE inflation data will be released, which may cause unexpected volatility. I will report the results to everyone as soon as possible, so remember to follow me~
Also, the ZEC rebound that Shuqin mentioned in the past few days has indeed taken off, rebounding 30% from 300. You can aggressively short near 460, although there is a bit of resistance around 420, which you can try; it's best to enter in batches.
Additionally, the BCH and WLFI mentioned earlier have also dropped quite a bit recently, which I have discussed before. As shown in the image, I took a screenshot when I took profits early this morning, which includes these few coins. I made 100,000 in one night, very quickly, operating together every day~
First, regarding Ethereum, around 3250 is indeed a high-pressure point. The price dropped immediately by 7% to 3060 after reaching this point, falling very quickly. However, we shouldn't be complacent, as there are still 5 days until the interest rate cut, and it's possible that the price could make a second peak, or it might, albeit with low probability, reach around 3400.
So if you're positioning for the long term, you can hold on as originally planned, and short the remaining position the day before the interest rate cut, entering in batches. After the interest rate cut, the price will gradually start to decline. If you're trading short-term, you can take profits on dips and short again before the interest rate cut as well. Also, don't forget that tonight at 11 PM, the PCE inflation data will be released, which may cause unexpected volatility. I will report the results to everyone as soon as possible, so remember to follow me~
Also, the ZEC rebound that Shuqin mentioned in the past few days has indeed taken off, rebounding 30% from 300. You can aggressively short near 460, although there is a bit of resistance around 420, which you can try; it's best to enter in batches.
Additionally, the BCH and WLFI mentioned earlier have also dropped quite a bit recently, which I have discussed before. As shown in the image, I took a screenshot when I took profits early this morning, which includes these few coins. I made 100,000 in one night, very quickly, operating together every day~
#加密市场观察 Quick read: BTC/ETH bounced today — Bitcoin slipped ~2% intraday to around $92k while Ethereum showed breakout cues near $3.1k. That tells me liquidity is returning but momentum is still fragile.
Macro context is mixed but slightly supportive (risk-on tilt among traders), so short windows for rotation exist.
My two-day playbook (precise ranges):
BTC — expect range trade, $89k–$95k (≈ -3% / +3%). If BTC closes above $95k on higher volume, short squeeze possible; if it breaks $89k, faster pullback likely.
ETH — bias slightly bullish: target $3,300–$3,400 on continuation (≈ +4%–+8%); fail and you can see a quick -4% wash to re-test $3,000.
ADA — my tactical favourite for the next 48h (small size): probable +6%–+12% if rotation into alts holds; conversely -8% if majors lose steam. I’m light-sized here, adding only on confirmed follow-through.
SOL — neutral to cautious: likely to lag/track ALTS flow; expect -5% to +8% depending on whether bids show up in Asia session.
Risk call: liquidity and headline risk can flip these ranges fast — treat these as tactical windows, not buy-and-forget calls. I’m sitting light, adding only on clean structure/volume confirmations.
I’ll scan comments and reply randomly — drop the coin you want a deeper look at.
Macro context is mixed but slightly supportive (risk-on tilt among traders), so short windows for rotation exist.
My two-day playbook (precise ranges):
BTC — expect range trade, $89k–$95k (≈ -3% / +3%). If BTC closes above $95k on higher volume, short squeeze possible; if it breaks $89k, faster pullback likely.
ETH — bias slightly bullish: target $3,300–$3,400 on continuation (≈ +4%–+8%); fail and you can see a quick -4% wash to re-test $3,000.
ADA — my tactical favourite for the next 48h (small size): probable +6%–+12% if rotation into alts holds; conversely -8% if majors lose steam. I’m light-sized here, adding only on confirmed follow-through.
SOL — neutral to cautious: likely to lag/track ALTS flow; expect -5% to +8% depending on whether bids show up in Asia session.
Risk call: liquidity and headline risk can flip these ranges fast — treat these as tactical windows, not buy-and-forget calls. I’m sitting light, adding only on clean structure/volume confirmations.
I’ll scan comments and reply randomly — drop the coin you want a deeper look at.
$BTC The dip wasn’t surprising — structure was already soft yesterday. For the next 48 hours, I’m watching two levels: $88.5k as support and $93k as near-term resistance. My base case is still a range with slight downside bias, unless we see a clean volume reclaim above $93k. I’ll update again if momentum shifts.
Yesterday I was bullish on SOL, BTC, BNB. All three dropped today. Here's what happened.
BTC at $93K, SOL $140, BNB $900 — they didn't fall because the thesis was wrong. Initial jobless claims hit 191K this morning, lowest since Sept 2022. That flipped Fed cut odds from 40% to 87% in 48 hours. Market wanted the cut locked at 100%. When it stayed at 87%, algos sold. Volume died into Asia.
But I called ADA correctly yesterday. Said it'd drop on the jobless claims number — it's at $0.44 now, down 8% intraday. That transmission worked exactly like I expected: tight labor data → delayed rate cut bets → alts bleed first.
Here's what shifted today. Whale ratio on BTC jumped back to 0.53 after easing from 0.68 last week. They're still offloading to exchanges, no accumulation. ETH funding stayed near neutral but spot outflows accelerated — ETH/BTC ratio at its weakest in months. SOL got hit harder because retail gave up waiting for the $150 breakout. BNB dropped through $900 support, now stuck below the $910 liquidation cluster.
Fed meets Dec 9-10. Powell's got a divided committee — Trump's guy wants 50bp, hawks want a hold, moderates want 25bp. Market priced 87% but that's soft. If they skip, BTC retests $86K. If they cut but signal "no more in Jan," same result.
Flow structure looks constructive on ETH around $3,170. Fusaka upgrade Dec 3rd didn't move it yet but buyers quietly absorbed the $3,000 test. Spot still weak but perps funding flipped from negative to flat — short squeeze setup if macro cooperates.
Risk: if BTC breaks $90K support, everything follows.
BTC at $93K, SOL $140, BNB $900 — they didn't fall because the thesis was wrong. Initial jobless claims hit 191K this morning, lowest since Sept 2022. That flipped Fed cut odds from 40% to 87% in 48 hours. Market wanted the cut locked at 100%. When it stayed at 87%, algos sold. Volume died into Asia.
But I called ADA correctly yesterday. Said it'd drop on the jobless claims number — it's at $0.44 now, down 8% intraday. That transmission worked exactly like I expected: tight labor data → delayed rate cut bets → alts bleed first.
Here's what shifted today. Whale ratio on BTC jumped back to 0.53 after easing from 0.68 last week. They're still offloading to exchanges, no accumulation. ETH funding stayed near neutral but spot outflows accelerated — ETH/BTC ratio at its weakest in months. SOL got hit harder because retail gave up waiting for the $150 breakout. BNB dropped through $900 support, now stuck below the $910 liquidation cluster.
Fed meets Dec 9-10. Powell's got a divided committee — Trump's guy wants 50bp, hawks want a hold, moderates want 25bp. Market priced 87% but that's soft. If they skip, BTC retests $86K. If they cut but signal "no more in Jan," same result.
Flow structure looks constructive on ETH around $3,170. Fusaka upgrade Dec 3rd didn't move it yet but buyers quietly absorbed the $3,000 test. Spot still weak but perps funding flipped from negative to flat — short squeeze setup if macro cooperates.
Risk: if BTC breaks $90K support, everything follows.
Quick take
Just saw the weekly US initial jobless claims print: 191,000 claims — lowest in years. That’s stronger than most were betting.
If you read that right: strong labor → less chance of a near-term rate cut → dollar strength / risk-off tone likely.
With that macro vibe, I’m shifting to a cautious stance on altcoins.
My pick to watch —$ADA (Cardano)
I like $ADA for what it is — good project — but right now I expect pressure. With risk-off and dollar firmer:
I estimate $ADA could drop 10–18% over next 2–4 weeks if the broader market stays skittish.
I’m trimming exposure, not buying more. Wait for clearer macro signs or a swing in sentiment before considering re-entry.
If US data or global sentiment turns shaky (inflation, Fed flip, dollar weakness), I’ll revisit — could flip bullish fast.
That’s my read for now.
If you drop questions in comments, I’ll check and reply when I’m around.#美国初请失业金人数
Just saw the weekly US initial jobless claims print: 191,000 claims — lowest in years. That’s stronger than most were betting.
If you read that right: strong labor → less chance of a near-term rate cut → dollar strength / risk-off tone likely.
With that macro vibe, I’m shifting to a cautious stance on altcoins.
My pick to watch —$ADA (Cardano)
I like $ADA for what it is — good project — but right now I expect pressure. With risk-off and dollar firmer:
I estimate $ADA could drop 10–18% over next 2–4 weeks if the broader market stays skittish.
I’m trimming exposure, not buying more. Wait for clearer macro signs or a swing in sentiment before considering re-entry.
If US data or global sentiment turns shaky (inflation, Fed flip, dollar weakness), I’ll revisit — could flip bullish fast.
That’s my read for now.
If you drop questions in comments, I’ll check and reply when I’m around.#美国初请失业金人数
Today’s macro tone is leaning risk-on again. Rate-cut expectations resurfaced, dollar momentum softened, and both BTC/ETH caught a clean bounce. Liquidity isn’t back in full, but the shift in sentiment is visible enough for rotation plays.
In that context, I’m quietly keeping an eye on $SOL .
Not a hype call — just reading the tape:
Solana’s ecosystem is still functioning while other chains stagnate. Dev activity and user retention didn’t collapse during the last drawdown.
If macro improves, high-beta L1s tend to react faster than BTC/ETH.
Pricing is still in the “undervalued relative to potential” range. If momentum aligns, the upside is better than most majors.
Risk is obvious: if macro flips back or liquidity dries up again, SOL gets hit first. My positioning stays light, slow-add only when volume and on-chain activity confirm.
That’s my read for today.
I’ll check comments later — ask if you want a breakdown or want me to look at a specific coin.$SOL
#sol
In that context, I’m quietly keeping an eye on $SOL .
Not a hype call — just reading the tape:
Solana’s ecosystem is still functioning while other chains stagnate. Dev activity and user retention didn’t collapse during the last drawdown.
If macro improves, high-beta L1s tend to react faster than BTC/ETH.
Pricing is still in the “undervalued relative to potential” range. If momentum aligns, the upside is better than most majors.
Risk is obvious: if macro flips back or liquidity dries up again, SOL gets hit first. My positioning stays light, slow-add only when volume and on-chain activity confirm.
That’s my read for today.
I’ll check comments later — ask if you want a breakdown or want me to look at a specific coin.$SOL
#sol
$SOL
Been watching $SOL lately, kinda on and off.
Market’s been giving that small but familiar “hmm… something’s shifting” vibe. BTC and ETH waking up usually isn’t random, and SOL’s reaction right now… yeah, caught my eye ngl.
Not calling for any crazy moonshot, but here’s why I’m leaning slightly bullish here:
The classic flow is showing up again: majors move first → liquidity rotates → high-beta L1s pick up next. Seen this play out way too many times.
SOL’s fundamentals didn’t evaporate. Chain’s still busy, devs still building, users still around. In this market, simply “not dead” is underrated alpha.
Macro’s turning a bit risk-on. Fed tone softer, dollar cooling off — setups like this usually give SOL some extra juice.
Price-wise, it’s in that zone where it’s not cheap, not expensive, just… “ok, I can nibble a bit.”
I’m not aping in, just adding slow, same pace as usual.
If momentum holds and we clear that annoying resistance, I wouldn’t be surprised to see a steady 30–50% leg in the coming months. Nothing wild, just rotation + timing + structure.
Just dropping a note here.
Yeah, $SOL stays on my radar for now.#sol
Been watching $SOL lately, kinda on and off.
Market’s been giving that small but familiar “hmm… something’s shifting” vibe. BTC and ETH waking up usually isn’t random, and SOL’s reaction right now… yeah, caught my eye ngl.
Not calling for any crazy moonshot, but here’s why I’m leaning slightly bullish here:
The classic flow is showing up again: majors move first → liquidity rotates → high-beta L1s pick up next. Seen this play out way too many times.
SOL’s fundamentals didn’t evaporate. Chain’s still busy, devs still building, users still around. In this market, simply “not dead” is underrated alpha.
Macro’s turning a bit risk-on. Fed tone softer, dollar cooling off — setups like this usually give SOL some extra juice.
Price-wise, it’s in that zone where it’s not cheap, not expensive, just… “ok, I can nibble a bit.”
I’m not aping in, just adding slow, same pace as usual.
If momentum holds and we clear that annoying resistance, I wouldn’t be surprised to see a steady 30–50% leg in the coming months. Nothing wild, just rotation + timing + structure.
Just dropping a note here.
Yeah, $SOL stays on my radar for now.#sol
$BNB
So I’ve been watching BNB lately — with BTC screaming volatility and altcoins acting like drunk on roller-coaster, BNB feels like it’s quietly gearing up. Price recently bounced off the ~$800 zone, then cracked above $900, which is no joke: that double-bottom / demand-zone setup screams “dip-buy zone” imo.
What makes it interesting: BNB isn’t just another memecoin or hyped L1 — it’s the native token of BNB Smart Chain, and that chain still carries real utility and ecosystem value (smart contracts, apps, DeFi, etc.).
If BNB manages to convincingly clear resistance around $910–$920 (psychological + technical area), I’m betting it could test $1,000 — maybe even a bit beyond if macro sentiment and risk-appetite stay friendly.
That said — as with any “mid-cap / utility / exchange-chain token,” BNB is not a stable store. If overall crypto sentiment tanks hard (BTC leads down, macro risk spikes), BNB will get dragged down too. Volatility’s part of the package.
So my personal move: I’d lighten up on heavy bets, but I’m quietly moving BNB into my “watch + partial hold” tranche — small position, not all-in, just in case it pops. If you ask me — now might be a good window to accumulate slowly, with tight stop-loss discipline.
Let’s see how it plays out.#bnb
So I’ve been watching BNB lately — with BTC screaming volatility and altcoins acting like drunk on roller-coaster, BNB feels like it’s quietly gearing up. Price recently bounced off the ~$800 zone, then cracked above $900, which is no joke: that double-bottom / demand-zone setup screams “dip-buy zone” imo.
What makes it interesting: BNB isn’t just another memecoin or hyped L1 — it’s the native token of BNB Smart Chain, and that chain still carries real utility and ecosystem value (smart contracts, apps, DeFi, etc.).
If BNB manages to convincingly clear resistance around $910–$920 (psychological + technical area), I’m betting it could test $1,000 — maybe even a bit beyond if macro sentiment and risk-appetite stay friendly.
That said — as with any “mid-cap / utility / exchange-chain token,” BNB is not a stable store. If overall crypto sentiment tanks hard (BTC leads down, macro risk spikes), BNB will get dragged down too. Volatility’s part of the package.
So my personal move: I’d lighten up on heavy bets, but I’m quietly moving BNB into my “watch + partial hold” tranche — small position, not all-in, just in case it pops. If you ask me — now might be a good window to accumulate slowly, with tight stop-loss discipline.
Let’s see how it plays out.#bnb
$BTC
Tbh, every time this topic pops up, people get strangely emotional. I don’t. I just look at flows, holder behavior, and who’s actually putting money where.
Over the last couple of years, tokenized gold has been quietly getting real traction. The combined market cap crossed $3B+, and the inflow pattern isn’t retail chasing candles — it’s mostly long-horizon capital, the type that normally sits in commodities or macro hedges. You can literally see it in wallet activity: low turnover, low velocity, steady accumulation. Classic “I don’t care about your narrative; I just need stability” money.
What makes tokenized gold interesting imo isn’t that it’s gold — that part is boring. It’s that it behaves like a proper hedge while sitting on crypto rails. Instant settlement, 24/7 liquidity, no storage drama. BTC guys used to dream about this kind of hybrid asset years ago.
Now don’t get me wrong — Bitcoin still has long-term asymmetric upside. I hold some. But in the short-to-mid horizon, it trades more like a high-beta macro asset than a true defensive one. Anyone pretending otherwise either hasn’t watched BTC in high-vol environments, or is coping.
So if we’re talking “store of value today,” the market already gave its answer with actual money: tokenized gold is where the cautious capital is parking. BTC is still the longer-term bet, but it’s not the asset people reach for when they need immediate stability.
Just calling it as I see it.#BTCVSGOLD #BinanceBlockchainWeek
Tbh, every time this topic pops up, people get strangely emotional. I don’t. I just look at flows, holder behavior, and who’s actually putting money where.
Over the last couple of years, tokenized gold has been quietly getting real traction. The combined market cap crossed $3B+, and the inflow pattern isn’t retail chasing candles — it’s mostly long-horizon capital, the type that normally sits in commodities or macro hedges. You can literally see it in wallet activity: low turnover, low velocity, steady accumulation. Classic “I don’t care about your narrative; I just need stability” money.
What makes tokenized gold interesting imo isn’t that it’s gold — that part is boring. It’s that it behaves like a proper hedge while sitting on crypto rails. Instant settlement, 24/7 liquidity, no storage drama. BTC guys used to dream about this kind of hybrid asset years ago.
Now don’t get me wrong — Bitcoin still has long-term asymmetric upside. I hold some. But in the short-to-mid horizon, it trades more like a high-beta macro asset than a true defensive one. Anyone pretending otherwise either hasn’t watched BTC in high-vol environments, or is coping.
So if we’re talking “store of value today,” the market already gave its answer with actual money: tokenized gold is where the cautious capital is parking. BTC is still the longer-term bet, but it’s not the asset people reach for when they need immediate stability.
Just calling it as I see it.#BTCVSGOLD #BinanceBlockchainWeek
Login to explore more contents