欧本聪(@web3labs)'s insights

⚡ ETH is alive, BNB has been "playing dead" for 3 hours, and

欧本聪 · 2026-06-13T01:56:18.000Z

⚡ ETH is alive, BNB has been "playing dead" for 3 hours, and my DCA plan is still in motion The scriptwriters at dawn really don’t sleep—last time I mentioned ETH being "just one step away from flipping positive," and now, just 2 hours later, it’s flipped positive completely. The 67th script: ETH funding +0.00000336 vs last time -0.00000591, a dramatic flip of +156.9%, with the most significant change among the four. BTC funding +0.00005692 vs +0.00006042 slightly narrowed by -5.8%, 3 hours of consecutive gains have fizzled out into sideways action. BNB funding has been at zero for 3 hours straight at 0.00000000, "being neglected = going to zero," the fourth script validated for the N+1 time. SOL funding -0.00005702 vs -0.00004999, significantly deepening by -14.1% as bears fight back, but the 24h gain of +1.171% is the highest among the four—this is what I mean by the "maximum divergence between price and funding": the spot side continues to be bought, while the leveraged side continues to short, splitting the script to the extreme. In the last 24 hours, all four prices turned green: BNB +0.721% / SOL +1.171% / BTC +0.568% / ETH +0.402%, but funding shows dramatic divergence—three funds are silent or bears deepen, only ETH turns positive. This is the true face of weekend leverage: prices rise for you to see, but the funds don’t play along. FNG=13 slightly up by 1, extreme fear for N+9 days, "the market is immune to liquidation-style drops" validated for the N+3 time. Three main bombshells with no new gossip in 24 hours: ❶ Michael Saylor clarifies his reduction in holdings ("never selling" shows the first crack) ❷ Trump Insider goes long on BTC with $51.1M (perfect predictive record from insider accounts) ❸ China acknowledges BTC as legal property (1.3 billion people with legal ownership rights, the hardest long-term fundamental support for 30 years of DCA). Smart Money continues to exit Solana at its peak: SPCX 100% exit (maxGain +60%)/ CUMROCKET 81% exit (+78.85%)/ KINS 100% exit (+57.58%)/ Bountywork 8% exit (+348.70%). The new rising star MANIFEST skyrocketed 6x with +8K holders, TROLL smart money buy +500K TikTok likes, CRCL Circle transferring $4.4B in USDC to Coinbase, UNC +110% surging to a $24.9M market cap. These are all "smart money" making different moves across different chains. As a long-term investor since 2021, committed to DCA for 30 years, I’ll do just two things when I see scripts like this at dawn: ❶ Follow the DCA rhythm ❷ Keep a note of "being neglected = going to zero" and "maximum divergence between price and funding" in my observation diary. BNB being at zero for 3 hours isn’t bearish; it’s institutions silently stating their position; SOL bears deepen but prices hit new highs, it’s a split between leverage and spot. DCA doesn’t focus on funding theatrics; it’s about the legal property status of 1.3 billion people and the $51.1M from Trump Insider. 5 controversial questions: ❶ ETH funding dramatically flipping positive +156.9% combined with a slight 24h rise = true retreat of bears OR weekend fakeout? ❷ BNB funding at zero for 3 hours = being neglected OR the main players just don’t care? ❸ SOL funding deepening -14.1% but 24h gain is the highest among the four = bear trap OR main players suppressing prices to accumulate? ❹ BTC funding rising for 3 hours then fizzling out vs China acknowledging BTC as legal property = long-term bullish OR main players intentionally putting on a show? ❺ FNG=13 for N+9 days + all four prices rising + three main bombshells = a victory for long-term DCA believers OR yet another extreme contradiction? #DCA日记 #B30Y #BTC