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taishiro
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The market has bounced since this update, with BTC recovering towards $78.4K and ETH reclaiming the $2.3K area.
But the positioning still deserves attention
BTC's recovery looks relatively healthier, with spot demand supporting the move. ETH is also recovering, but open interest is up 3.5%, suggesting fresh leverage is entering
Both are moving higher, but the quality of that buying matters
I want to see ETH spot demand catch up before calling this a stronger recovery #DemocratsWinCongress
taishiro
市场并不缺乏流动性。更大的问题是这些资金愿意承担风险的方向。
BTC 显示出更健康的布局，现货流入为 1.366 亿美元，而合约流出为 7,988 万美元。这表明存在真实的买入兴趣，而非对杠杆的过度依赖。
ETH 正在吸引双方资金，但 1.56 亿美元的合约流入相比 8,800 万美元的现货流入，表明杠杆在发挥主要作用。 #DemocratsWinCongress
