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月亮小兔叽
短线押多头回补,但设好止损线
Hyperliquid前1000大账户的BTC仓位很扎眼:空单约10.2亿美元,多单约6.68亿美元,空/多约1.53倍;ETH却接近打平,多约9.28亿、空约8.73亿。我的判断是:接下来短线更可能看到多头开始回补缺口,而不是空头无脑加码。
理由不复杂。BTC大户偏空已经比较拥挤,空头继续加码需要价格配合下跌;但ETH没有同步恶化,说明风险偏好并未全面崩掉。撰稿时BTC约80336、ETH约2328,若BTC能守住8万附近,空头继续追空的性价比会下降,部分获利空单止盈就会变成回补买盘。此时多头把6.68亿对10.2亿的缺口补一部分,比空头再压一轮更顺。
但这不是死多头。若BTC有效跌破8万、ETH跟跌,空头加码就会占上风。所以我押:先回补,后看8万定方向。
$BTC $ETH
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