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ETF outflows continued for a full 10 days—I actually thought those Wall Street folks were going to start their summer break early. But the moment yesterday’s data came out, they pulled off a clean reversal. U.S. spot Bitcoin ETFs saw a net inflow of $223.5 million in a single day, decisively ending this stretch of outflow records.

What’s interesting isn’t the total—it’s the structure. BlackRock’s IBIT was still experiencing outflows, dropping $40.4 million yesterday. Meanwhile FBTC pulled in $166 million, and ARKB added $91.8 million. This suggests that institutions are no longer blindly buying only IBIT; the funds are starting to rotate and rebalance across several ETFs rather than withdrawing from the market altogether.

Looking at Ethereum next: ETFs continue to post net inflows. Yesterday they added another $29 million, with ETHA alone accounting for $29.7 million. The amount isn’t huge, but the direction is very clear. Capital hasn’t left Crypto—it’s just changed its approach and is redeploying.

To me, this set of data has two takeaways:

First, ETF flows have finally flipped back positive—emotionally, it’s like a repair shot.

Second, it looks more like institutions are adjusting positions than panicking and running away.

The key now is whether this inflow is just a one-day “afterglow” bounce, or the start of a new round of sustained buying. We’ll have to watch the data from the next few days to tell.

When the market was most pessimistic, some good news actually came in—nonfarm payroll data came in “below expectations,” and Bitcoin promptly surged from 58,000 to 62,000. But a few details are worth thinking about:

First, U.S. stock technology shares performed very poorly today.

Take Micron and SanDisk, for example. Even though they rebounded during the day, they all fell back today, and fell even deeper than a few days ago.

Right now, the U.S. stock market is basically propped up by Trump calling the shots. Yesterday he shouted and they went up a bit; today everything has been fully unwound. Bitcoin, however, didn’t follow the tech stocks’ move this time. Because it had already dropped in the prior leg, this time it held up better—this is a positive signal. I also predicted this possibility earlier.

Second, compare the performance of $ETH and $SOL.

ETH bounced today, but it has been weaker than SOL for a while. I think next, capital may rotate—ETH that performed well in the previous cycle could be replaced by SOL that performed only so-so in the previous cycle. In the next stage, SOL may become the focus.

That’s a common pattern in capital flows, and it’s also because ETH fell too fast earlier and the trapped positions are too heavy. I’ve mentioned this view repeatedly over the past two months. Watching $JTO also follows this logic. As for other major altcoins—every time Bitcoin pulls back and then stabilizes, there may be a chance for a quick reversal, but it depends on each one’s luck.

Third, Binance’s ALPHA token is basically dead across the board.

These tokens previously sucked the most liquidity from the altcoin market. Now they’ve nearly all fallen back to their starting points, and the “liquidity-sucking” effect is effectively over. For major altcoins, that’s actually a good thing—market attention may have a chance to flow back again.

$TLM Today this move is pretty fierce—an “airdrop on dry land” style rally, typical of meme coins.

Don’t be fooled by the fact that the moving averages are still in a bullish alignment; the short term can catch a breather for now, but when you look at the prior high at 0.002108, the pressure is really significant. That long upper wick on today’s candlestick is clearly showing that there are people selling off at the high level, and the sell pressure is starting to show up.

Downside: support is roughly in the 0.0014 to 0.0015 range—that’s about where the move started from today. If you want to try a starter position, you can take a small entry in that zone to catch a bounce, but remember a rule: if it breaks, get out—don’t stubbornly hold.

Upside: 0.0021 to 0.0022 is a psychological level and also those prior small highs that couldn’t be broken through earlier. It won’t be easy to push through in the short term, so treat it as resistance and keep an eye on it first.

My short-term view: you can follow this rebound, but don’t take it too seriously.

The long-term plan remains unchanged. $BTC I’m just waiting to buy in batches in the 52,000 to 45,000 range. I think there’s a 95% chance it will reach around the 52,000 mark; as for 45,000, it depends on whether the market gives us that chance.

As for the big picture, I’m still firmly bullish. In 2027, BTC could reach 100k; in 2028, I see it at 180k.

Over the past two days, $mame has been making callbacks, but what’s interesting is that many of the addresses that participated in the presale not only haven’t sold, they’re actually adding more.

Users on the whitelist also basically still hold and haven’t sold. Over at Old Bu’s side, they’ve already run three rounds of activities:

First round: the market bought a total of 50b. Old Bu followed by repurchasing 50b and then burning it;

Second round: the market bought 100b. Old Bu again repurchased 50b and burned it.

Now it’s the third round. The rules are simpler: within 24 hours, whoever’s cumulative buying volume ranks in the top three gets double the tokens. As for the rest, it’s just a matter of waiting patiently.

Over the past 5 years, how many times did the major public chains go down? One sentence summary:

$SOL went down 6 times
$ARB 5 times
$BASE 3 times
$STRK 3 times
$SUI 2 times
$TON 2 times
$BNB, $AVAX, $POL, $OP each 1 time
$ETH 0 times—never crashed once.

So don’t care how lively the ecosystem is or how fast it is. When it comes to stability, ETH is still the most reliable old boss.

This market is really a mix of ice and fire—some people get cut on both ends, while others manage to profit from both long and short positions.

There’s a big player who previously made $4.15 million by going long on $SKHX, $MU, and $INTC. Early today, at dawn, he closed out his short positions in Micron, Hynix, SanDisk, Intel, and Bitcoin in one move—then walked away with another $2.72 million.

The key is that his entry and exit points were nailed perfectly. His final short on Micron was almost covered at the lowest point before the rebound. Over the past 30 days, this person’s account has netted more than $5.29 million—his trading feels like he’s got a heavenly eye.

Monday’s nonfarm data came in unexpectedly cold, and expectations for rate cuts have been rekindled.

Bitcoin immediately posted a strong bullish candle, jumping from $59k to $62k, and is now holding around $61k. Ethereum is even more aggressive—up more than 5% today. The key point is that this rally wasn’t built on leverage; funding rates are still near zero, and the long positions have also fallen from 70% last week to 62%. The overall structure is healthier than it was before.

That said, weak jobs pushing for rate cuts is a logic that has conditions—it depends on how inflation behaves. If next week’s CPI disappoints, then at least half of this surge may simply be front-running and already priced in.

Also, tonight is the eve of the U.S. Independence Day holiday, so market liquidity will be thin and prices may drift around erratically, driven by small orders. The bigger picture looks fine, but tonight it’s best not to chase—wait until after the holiday. That’s when the real quality of this rally will be tested.$BTC

I said as early as June 24 that Ethereum would most likely retest the lows again, but it would not break below the June 6 low of 1505; after that, it would rebound. Sure enough, on June 26 it dipped as low as 1512. After completing the second test, it immediately turned back up. Now it’s already back above 1700.

What’s interesting is that this time, the decline from May 6 to June 6 looks very similar to the move from January 14 to February 6—whether in terms of chart structure or trading volume.

Since the pattern in the first half is similar, the way it plays out afterward is very likely to be about the same. After the previous bottom was formed, the rebound lasted about 70 days and ended right around the midpoint of the prior downtrend range. So this time, I’m also using the same logic:

The rebound target is likely around the 50% retracement of the decline from May 6 to June 6—around 1920. In the derivatives/futures market, there’s a large amount of liquidity built up between 1850 and 1920, and the upper boundary aligns closely with 1920. So the target is very likely to fall within a range of roughly ±20 points around 1920. In terms of timing, the rebound may last 60 to 80 days, which suggests it could end around August. $ETH

$RPL Today it directly crashed 10%, with trading volume doubling, yet $ETH and $LDO basically didn’t move at all.

What does that mean? The market never had much money—once something happens to RPL, nobody dares to take it, and all the liquidity gets drained.

I’m most annoyed by these Friday sell-offs. Over the weekend you can’t do anything—so you just sit there and stare. I don’t understand how people who chase short RPL before the weekend think. What if on Monday there’s an announcement, or liquidity issues, and Monday’s open does a direct snapback to slap everyone in the face?

And about SBI shutting down the mining pool—basically nobody cares. 2% of the hashrate disappears just like that. But look at BTC—it still stays steadily above 61,000, unmoved. The issue isn’t the drop; it’s that everyone is numb. Falling doesn’t panic you, and even rising doesn’t excite you.

This kind of “no reaction across the whole market” feeling is more uncomfortable to me than any coin’s rise or fall.

On Monday, $CCXI.US surged again by 15%! For the short term, as long as it holds above 20, the next stop looks like 24–27; if it pushes through 27 again, then it could go to 36–45.

Why is it so fierce?

Because CCXI was the first humanoid robot stock to list on Nasdaq. The words “the first one” are enough for the market to enthusiastically chase it.

And for this kind of US stock with an AI + robotics theme, the IPO price is usually around $10. Once it takes off, it often goes all the way—toward the stars—with plenty of room to grow.

Meta admitted that even it itself loosened up, saying that AI wasn’t as good as people had imagined—then all those previous things line up perfectly.

It’s not that there’s so much compute that it can afford to generously rent it out to others. Rather, the AI product for ordinary users basically nobody uses. The GPUs worth more than $100 billion were just idling and burning money through sheer light, and they really couldn’t take it anymore—so they thought to rent it out to get some blood back. Honestly, it was being forced.

Zuckerberg is still pretty tough in public, saying that on the road to superintelligence, the best things haven’t come out yet. He does acknowledge that the layoffs were a total mess, but he just won’t admit defeat.

When you look back at Meta over the past few years, it’s just outrageous beyond words. It made a big hole with the metaverse, invested in Manus only to have it rejected back in China, followed by massive layoffs and an AI fiasco—and even dragged down the U.S. stock market. Truly, it’s the Baidu of North America. #以太坊突破1700美元涨7.98%

The current market—where is there any such thing as a proper “scam coin”?
It’s all just sickles slowly bleeding you out.

Like something such as $VELVET —
pump a round, then harvest a round;
it’s the same story over and over, and only harvesters are doing the work.

Either it crashes in the downside,
either it blows up with a lot,
either it pumps up and then distributes.

The gameplay keeps flipping back and forth with just a few options.
Retail investors can only get rubbed around, again and again.

99% liquidation, it’s not really that you looked at the direction wrong—it’s because you simply never set a stop-loss. Stop-loss isn’t to make you accept a loss; it’s to keep you on the trading table.

Every day in the crypto market, people get liquidated. But most of them don’t fail because of technical issues—they fail because of those three words: “just hold on a bit more.” A 5% drop feels fine. A 10% drop becomes “the main force is washing the market.” A 20% drop turns into “I’ll add more to catch the V-reversal.” A 40% drop still holds onto the belief that the bull market will come back—then one sudden needle-straight drop wipes out the account, and the person becomes silent.

I’ve seen too many people: the first liquidation they blame luck, the second they blame the market maker, the third they blame the indicators, and by the fourth they start doubting life itself. In the end, they quietly exit the space. From beginning to end, they never truly thought about it: what really ends you isn’t the market—it’s that one order you refuse to cut with a stop-loss, no matter what.

They study MACD every day, moving averages, candlestick charts, order flow, on-chain data—yet they never study how to stay alive. The biggest secret of trading isn’t any ultra-high win-rate strategy; it’s this: every loss must not injure you so badly that it breaks your ability to trade. As long as your principal is still there, you can seize the next opportunity; if your principal is gone, even the best market has nothing to do with you.

Experts repeatedly emphasize stop-loss not because they don’t lose, but because they know: making money is about probability; staying alive depends on discipline. Without discipline, even a high win rate ultimately ends at zero.

To everyone trading futures, here’s one line: the market won’t turn back just because you can’t bear to let go; it won’t get soft on you just because you’re overexposed. What the market recognizes is only risk control.

A small stop-loss is trading cost; refusing to set one is account cost. Liquidation is the cost of a professional career. I’ve been trading for nine years—my biggest profit was never about catching how many waves of the market, but about the fact that every time I’m wrong, I still have enough principal left to keep going.

A true高手 isn’t someone who never makes mistakes—it’s someone who never gives the market a chance to blow up their whole position in one shot. I hope this can help someone avoid getting liquidated one less time.

Binance launched its U.S. stocks offering only 30 days ago, and managed assets already exceeded $1 billion. Cumulative trading volume topped $3 billion, with an average daily net inflow of $41 million.

73% of users come from emerging markets. With a single crypto account, you can directly buy and sell more than 7,000 U.S. stocks and ETFs, dramatically lowering the barrier to entry.

Currently, trading records exist for nearly 740 stocks. 71% of positions are concentrated in the technology sector—semiconductors alone account for 48%. The trading volume of tech stocks is 23 times that of other sectors. This suggests people aren’t just trying to buy U.S. stocks; they’re betting on AI and the future technology sector.

The trend is already clear: in the future, more and more users may not first download a broker’s app. Instead, they may open a crypto account first, then handle digital assets, U.S. stocks, and ETFs all on a single platform. Binance—everything interconnected.

There have been quite a few moves from copycat coins recently—let’s focus on three.

$ENA : It had been under unlock-bad-news pressure for a long time, grinding at the bottom for ages. This morning the sell pressure officially ended; instead of dropping, it surged upward and rebounded violently. The project’s fundamentals look solid, with real revenue support. Long-term, it’s worth keeping an eye on—wait for a pullback and buy in batches.

$DYDX : It pumped yesterday, but fell back today. News-wise, there’s talk of dividend expectations, but the market doesn’t care—after the pump, it got dumped. This shows that in the current phase, whenever small-cap altcoins spike hard, it’s an opportunity to exit. Don’t get greedy. If you really want a long-term position, wait until it returns to $0.1. Also, its spotlight was taken earlier by new players like Hyperliquid—don’t get too carried away.

$SOL : It’s moving fairly independently, not tracking Bitcoin or Ethereum. It’s holding above the prior high, and the converging triangle pattern is also wrapping up quickly. There’s a chance it could test 80 above. But I’m holding spot and still don’t dare to add here—the location is just too awkward. I’ll look to make a big entry when it pulls back around 60.

In short: Don’t chase coins that have already had a huge spike. If you like something, wait for a dip. If it’s in the middle range, just stay on the sidelines.

It’s only been 30 days, and they managed assets up to $1 billion—many people still haven’t realized how explosive this is.

Before, everyone’s understanding was: people who trade crypto don’t buy U.S. stocks, and those who buy U.S. stocks don’t touch crypto—two camps, no crossing of streams.

But Binance has proven something this time: users don’t not want to buy U.S. stocks—they’re just too lazy to go open another brokerage account just to buy stocks. When stocks, ETFs, and crypto are all put into the same account, users don’t really separate whether something is a coin or a stock. Whoever has the opportunity and whoever can make money—people buy that.

That’s also what I’ve been saying all along: what Binance wants to do was never just a crypto exchange. It’s been aiming to become a global asset super entry point.

$1 billion? That’s not even scratching the surface.

As more traditional assets get packed into crypto account systems, later on when people open Binance, their first reaction might not be to check whether BTC is up or not—it may be to quickly scan. Today, is it U.S. stocks, gold, or crypto that’s more worth going after?

$NFP This operation is absolutely unbelievable! In 24-hour contract trading volume, it shot straight into the rankings. One last wild run before delisting.

Starting the afternoon before yesterday, in 13 hours it was violently ramped up by 895%—from $0.004412 all the way to $0.04391, and the shorts were directly squeezed into oblivion.

Then suddenly, it crashed at dawn; in just 6 hours it plunged 82.36%, and the longs were wiped out as well. Both sides got taken—longs and shorts. The open interest (OI) compared to the peak evaporated by 90%. A classic “painting-the-gate” market move. Flawlessly done, and that’s a wrap.