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恶霸猪皮丶创作者奖励战神
恶霸猪皮丶创作者奖励战神
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BINANCE这一波63亿美元的黑客攻击对市场到底有怎样的影响??????????? 这是加密行业有史以来规模最大的一起交易所失窃事件,不能简单理解成“币安拿钱在二级市场砸盘”,要把资金压力、情绪冲击、行业长期影响拆开看。 一丶短期大量买盘形成!!!! 黑客到手的USDT因为可能随时会被泰达公司冻结,所以只能换成$ETH ,但是同时又会产生大量的损耗,出现两条链上一样的ETH价格插在15%——30%,存在套利空间。 因此,凌晨黑客不记损失的换成ETH时,同时又出现了一大批通过质押USDT换取ETH的投机者。 二丶黑客与Binance直接的买卖对冲 Binance需要补币,形成买盘,黑客需要把手里的筹码套现,形成抛压。短时间之内形成大量的买盘和卖盘,短期行情是两者博弈的结果! 三丶市场会重新定价「自托管」的溢价,冷钱包、硬件钱包、链上验证、多签方案的叙事会变强;而中心化交易所的信任溢价被削弱。 总结:交易视角 如果后续黑客没有大规模砸盘、并且有更多资产被持续冻结,那么“回购补仓”的预期更容易占上风,情绪修复速度更快; ​#加密行业协同守护资产安全
恶霸猪皮丶创作者奖励战神
恶霸猪皮丶创作者奖励战神
BTC bull market returning??? Stop dreaming!!!! On October 26, rumors say McRib is back!!! There is an interesting correlation circulating in the crypto community: every time McRib returns, Bitcoin often experiences a significant surge. Many crypto community members jokingly urge investors not to short the McRib trend. First, let's look at the fundamentals of BTC and ETH: $BTC has been consolidating for over two months, fluctuating between 78,000 and 87,000. Currently, it is trending downward, hitting a bottom at 79,168 before rebounding, but still drifting downwards in a weak consolidation. It keeps testing new lows + rebounds that don't surpass previous highs, but each bottom is lower than the last!!! $ETH is similar, consolidating sideways between 2,300 and 2,800 for over two months from August 18 to the end of October. Currently, it is also drifting downward with lower lows and lower highs. However, compared to BTC, ETH's 24-hour trading volume remains consistently higher, liquidity is better, and retail participation is greater! Summary: The current macro environment is that BTC and ETH are under pressure, with escalating US-Iran geopolitical tensions, rising crude oil prices, persistently high US Treasury yields, and increasing expectations of Federal Reserve rate hikes. Given these fundamentals, don't expect a reversal for BTC and ETH. It's a very simple strategy: once the pump ends, it's time to short! #BTC现货ETF资金反复,市场买盘能否企稳?

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