牛市 · 6035

Bonk Guy: Falling is ushering in its first real bull market, leading indicators such as whale inflow and position growth

Comparing the news, crypto KOL “Bonk Guy” Unipcs wrote that currently the overall meme market is strengthening. TRUMP, PEPE, and BONK have risen by about 62%, 38%, and 32% respectively, and DOGE has also begun to break through strongly. Unipcs believes the market is still grossly undervalued. Excluding celebrity projects such as TRUMP and MELANIA, EXCEPTION is the only meme coin that has reached a market capitalization of 450 million US dollars since 2025, and was previously realized in a poor market environment. According to it, BEVERAGE is currently experiencing its first real bull market and is at the leading level in indicators such as whale capital inflow, relative trading volume, and growth of open contracts. It is expected that it will break through record highs again and hit higher market capitalization in the future.

6h ago

Analysis: This round of BTC's rise is accompanied by a decline in OI, and spot demand is showing for the first time

Comparing news, on-chain data analyst Murphy wrote that this round of BTC's rise was “a bit different”: the scale of futures liquidation reached a record, but unclosed positions (OI) declined at the same time. The price increase was mainly driven by short stop-loss or liquidated purchases to close positions. It was a liquidated stock position rather than a net exposure to newly opened leveraged positions. If it is driven only by liquidation, the price often falls back after being inserted; after this increase, the price stagnates, indicating that other spot funds have taken over. Murphy pointed out that if contract bulls lead, OI usually rises and rates rise, but this round of OI has almost completely declined, and no new leverage has entered the market on a large scale. The exchange's spot relative volume (SRV) reached 2.94 from August 19 to 20, which is about 3 times the average for nearly 30 days. Similar volumes in the past two years have mostly occurred during a downturn or a bull market. This is different from the situation where leverage was dominated by the rebound to about 96,000 US dollars in January and the rebound to about 82,000 US dollars in May. He stressed that spot demand is only the first potential sign since entering a bear market. Combined with price challenges to the short-term holder cost line (STH-RP) and the sellers' exhaustion index entering an extreme zone, it is not enough to determine a trend reversal.

7h ago

Jiang Zhuoer: 90% sure the bear market is over, ETH may outperform BTC in this round

Comparing news, Jiang Zhuoer, founder of Libitt Mining Pool, wrote that his previous bearish judgment on the market was wrong. Currently, 90% are convinced that the bear market is over, and believes that this round of ETH will be the main driving force of the bull market, and the performance may surpass BTC. On the operational side, Jiang Zhuoer said that ETH previously sold at $1,738 to $1931 had been bought back at a stop loss of $2,100, and sold 50% of the spot to try to peak when ETH rose to $2,525, and the stop loss was set at $2,550. As for the funds that are still in short supply, Jiang Zhuoer plans to buy all BTC if it falls back to the $67,000 to $72,000 range; otherwise, buy it at the current price by the end of October at the latest. He believes that compared to predicting the market, what is more important in trading is execution and risk control, that is, “hold the right, stop loss by mistake.”

9h ago

Trump wants to issue coins again? Bitmart officially announced that it is considering restructuring; YuShu Technology has plummeted!

Dear readers, what have the KOLs on X been talking about in the past 24 hours? Note: The following content is compiled from the X platform. They are all personal opinions. They do not represent the platform's position, let alone constitute investment advice. Trump wants to issue coins again? Bull market script, how do you go this time? Bitmart officially announced that it is considering restructuring, YuShu Technology plummeted! Twitter: https://twitter.com/BitpushNewsCN比推 TG Community: https://t.me/BitPushCommunity比推 TG Subscriptions: https://t.me/bitpush

11h agoBitpushNews#KOL

Well-known trader Killa: I am skeptical that Bitcoin will break through $100,000 this year, and the market may fluctuate sideways in the future

Comparing the news, well-known trader Killa posted an article updating his latest views on the market: he is still optimistic about the future market, but he is very skeptical that Bitcoin can break through $100,000 this year. I expect the range-bound fluctuation to continue. The plan remains the same, and after the first wave of gains, we will re-accumulate positions before the next wave of action, similar to 2022. As a quantitative trader focused on BTC, Killa predicted the peak of this bull market in May 2025 and has over 200,000 fans on the X platform. In mid-April, it shorted Bitcoin at $74,688 and turned long during the overall decline in the market on June 5.

20h ago

Hyperliquid AQAv2 will launch on August 26 and is expected to increase HYPE repurchases by $135-160 million per year

Comparing news, according to Bitcoin.com, the decentralized derivatives trading platform Hyperliquid's native token HYPE is close to $73. Crypto trader Pentosh1 said that its fee burning mechanism will expand after the AQAv2 upgrade, which may support its continued performance in the next round of the bull market. Hyperliquid has destroyed 462 million HYPE units through repurchases since November 2024, worth approximately $1.27 billion, and approximately 99% of agreement fees are used for repurchases. The platform's annualized agreement revenue is currently around $600 million to $950 million. AQAv2, or Aligned Quote Asset v2, plans to import approximately 90% of the platform's USDC reserves of more than US$5 billion into the Assistance Fund on August 26, and the first payment is expected to arrive on October 3. Market participants estimate that AQAv2 can add an additional $135 million to $160 million in repurchases each year. Both Coinbase and Circle, which were designated as Hyperliquid's official USDC fund distributors in May, have pledged to pledge large-scale HYPE to help launch the mechanism.

21h ago

Analyst: Bitcoin has hit the long-term downward trend line and the 21-month EMA moving average. Only by stabilizing the current resistance line can confirm the bull market

Comparing news, crypto analyst Rekt Capital released a Bitcoin technical chart analysis indicating that Bitcoin is experiencing resistance from a macro-level downward trend line, which is in line with the 21-month EMA moving average. Rekt Capital believes that if Bitcoin is blocked in this fitted resistance area, it may find support at the 50-month EMA moving average (purple). Overall, Bitcoin needs to turn these two macro EMAs back into new support levels and break through the macro downtrend line to confirm a new round of bull market. Rekt Capital is a senior cryptographic technology analyst with 560,000 followers on the X platform. This article is sponsored by GENG, Build Your Fortune on GENG (https://geng.one)

22h agoburnking

The giant whale has set 10 major goals: Bitcoin will not go all the way up; in the medium term, it looks at $10 next March

Comparing the news, Giant Whale first set 10 targets and posted an article on the X platform stating that it had already opened a short order for 76,000 US dollars; in fact, the logic is quite simple. When I set up multiple orders around 63,000, the stage target was originally 74000. I think the bull market has returned, and this judgment has not changed until now. However, I have always thought that this round should be an upward shock. At least in terms of macro and market structure, I haven't seen enough signs to support this trend. At present, the vast majority of empty orders have been eliminated. It's not because I've changed my judgment; it's about controlling risk first. If the extreme upward trend continues here, 82000 and 84000 are all possible, so there is no need to take a full position and bet that your judgment must be correct. If the daily line is effectively above 80500, then I'll admit my mistakes, close all of them, and take a break for a while. If this place doesn't stand still in the end and weakens again, I'll consider adding back the empty orders that were removed. The giant whale first set 10 major goals and reiterated its mid-term views as follows: I am still bullish on BTC in the medium to long term, but there is no conflict between bullish in the medium to long term and partial shorting. I made this short order. What I saw was a correction in the upward process; I'm not looking at the bear market again here. If it's wrong, more than 80500 admits the error. I still think we'll see 100,000 BTC next March. This article is sponsored by GENG, Build Your Fortune on GENG (https://geng.one)

1d agoburnking

UBS raised the S&P 500 target level, optimistic that AI and profit growth will continue to drive the bull market

Comparatively, UBS raised its target level in the S&P 500 index. It is expected that the target level in December 2026 will rise to 8100 points, and the target level will rise further to 8,400 points in June 2027, due to strong corporate profit growth and continued economic resilience. UBS expects S&P 500 earnings per share (EPS) to reach $350 in 2026 and $400 in 2027, mainly driven by performance in the technology, semiconductor and energy industries. The bank continues to be optimistic that the US economy will remain resilient, the Federal Reserve's policy will remain patient, and the application of artificial intelligence will accelerate, believing that there is still room for continuation of the current bull market. However, UBS also suggests potential risks, including factors such as rising oil prices, re-heating inflation, and falling short of expectations in AI investment, which may put pressure on market valuations and upward momentum.

1d ago

Starkiller: A new round of bull market is starting, and all short positions were closed last month

Comparing news, crypto investment agency Starkiller recently posted that BTC has risen strongly in the past two days. Combined with market performance over the past month, the agency is highly confident that the digital asset cycle has bottomed out, and revealed that it has closed all short positions last month. Starkiller said that BTC and ETH previously experienced peak retracement of 54% and 70% respectively, and are now back on the 200-day EMA. This is the first time since the end of the previous cycle; their quantitative model also shows that after stabilizing near the 50-day EMA, BTC and ETH broke through volume and are back on VWAP since the beginning of the year. Furthermore, the current bear market cycle has continued for about 315 days, which is close to the historical average. Starkiller believes that the recent active promotion of digital asset market rules by US regulators and the expansion of long-term US bond repurchases by the US Treasury are important catalysts for the reversal of the market cycle. Although this is not quantitative easing, the Treasury's focus on long-term yields may improve the liquidity environment, and BTC is still highly dependent on liquidity. Regarding the new cycle, Starkiller believes that most traditional cryptographic native assets may not replicate previous bull market performance, and investors will pay more attention to real income and agreements that can return value to token holders after experiencing this round of market elimination. It is expected that assets with actual revenue or value capture mechanisms such as HYPE, LIT, PUMP, VVV, and DRV may receive more attention, while a large number of tokens lacking fundamental support may become shorting opportunities in the new upward cycle. Starkiller also said that BTC may experience a phased adjustment near $80,000 in the short term, a position close to the all-time high of VWAP. Despite this, the agency remains highly optimistic about stablecoins, asset tokenization, prediction markets, and on-chain perpetual contracts, and says it is already more optimistic about its long and short liquidity token strategy and DeFi market-neutral return strategy.

1d ago