Brothers and sisters in the square, I'm here to offer a different perspective! Everyone's shouting that the bull market is coming, but I think it will still fall.
Looking at the 1-hour chart, BTC is currently in a downtrend consolidation phase, just consolidating. Last night, when it was close to 90,000, I added some short positions. Everyone around is bullish, but I'm sticking to a long-term bearish view. Playing futures without shorting is no different from holding spot and waiting indefinitely. Manage your position size well and don't get carried away; short positions are actually quite easy to recover from. A rise might drag on for a month, but a fall could happen in 15 minutes. Even if I were truly bullish, I'd just buy spot directly, not open any long positions.
There's a scary statistic: ETH on exchanges is almost depleted!
The data is out; the amount of ETH currently on exchanges is the lowest since Ethereum's inception in 2015! This is no small matter; it indicates that the number of readily available cryptocurrencies capable of triggering a price crash is dwindling. Large investors are secretly moving ETH out, staking it, or locking it up. Meanwhile, Wall Street giant Bank of America just announced that starting in 2026, their financial advisors will be able to directly recommend Bitcoin and Ethereum ETFs to their clients. This means that trillions of dollars in traditional capital may be flooding in. Fewer coins are available for sale, and long queues of buyers are forming. Think about it carefully.
The big players are no longer pretending!
Two things happened in quick succession this afternoon: Binance's CZ directly stated that "BNB will soon reach a new high," and immediately afterward, a Wall Street heavyweight bought nearly $70 million worth of ETH. This isn't just a hint; it's an open secret! One big player is betting with their reputation, while another is betting with real money. Market turning points are always quiet. By the time everyone realizes, the price is already far from what it is now.
Does stricter regulation mean greater opportunities?
Recently, China has cracked down on stablecoins, and Hong Kong has also imposed regulations on USDT. Many people are panicking, saying the bull market is over. Interestingly, while U fell, BTC and ETH actually rose—the money didn't disappear; it simply shifted from stablecoins to mainstream coins! Regulators are weeding out illicit funds, which ironically paves the way for larger, legitimate investors to enter the market. Don't panic and sell at a loss just because of bad news; sharp drops in a bull market are often buying opportunities. #加密市场观察 #美国ADP数据超预期
What do you think? Is now the time to buy the dip, or should we wait?
Let's discuss in the comments section. Are you a bull or a bear?