jimwilldoit

Most people haven't noticed one thing.

Right above the current price, there is a large amount of liquidity piled up.

Bears should be careful—there may be much more room to move up than to crash down.

Before any market movement starts, the truly smart large funds will lie in wait at a certain position. It's not about chasing the rise; it's about waiting for the retail investors to exit first.

The current situation is: liquidity is clustered above, while below it is relatively clean.

What does this mean? When it explodes upwards, it encounters retail investors' stop-loss orders; when it crashes downwards, no one is there to catch it.

Who suffers? #美国3月CPI大幅上升 $BTC
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Hong Kong and Bitcoin and Cryptocurrency: 0% capital gains tax.

Effective.

Many people are still debating which country is best for trading cryptocurrencies, while Hong Kong has quietly paved the way for you.

The global game is accelerating.

The United States wants to tax, Europe wants to regulate, and other places are observing—Hong Kong directly reveals its cards: I do not collect. Will you come?

This is not just policy, this is a signal.

A city tells the whole world with a zero tax rate: We welcome you here.

Where will the money flow? The answer to this question has always been simple.

#香港首批稳定币牌照出炉 $BTC
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A mining pool controls 3.8% of the ETH circulation.

Now worth 10 billion dollars.

You may not have even heard of it.

Bitmine, a name that hardly anyone outside the circle knows. But it holds nearly 4 percent of Ethereum—worth 10 billion dollars at the current price.

What does 3.8% mean? More than any single wallet address's ETH amount, except for those major exchanges.

This is no longer just "mining." This is an existence that no one in the ecosystem can afford to ignore.

Do you think this is a good thing or a bad thing? #美国3月CPI大幅上升 $BTC
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@CZ

Some people are already calling for a bottom.

I want to pour a bucket of cold water on you.

The true bottom for BTC may not have arrived yet.

Every four-year cycle has followed this pattern; this time is no different.

Q4 2026 is likely the time window when we will see a bottom. Before that, what everyone calls the "bottom" could be a trap.

Narratives will follow the price—wherever it drops, the story will be told. When you hear "this time is different," it is often the most dangerous time.

Patience is more important than judgment.

#香港首批稳定币牌照出炉 $BTC
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SOL has already built a solid bottom.

The rocket is about to launch.

So you're telling me, are there still people waiting for $40?

I've heard this too many times. When Bitcoin was at $40K, some were waiting for $20K, and when Ethereum was at $2500, some were waiting for $1500—so what happened?

After waiting and waiting, what we got was a higher price.

With SOL this time around, the bottom structure has become more solid; those who needed to come in have already done so, and those who needed to leave have left. Now we just wait for an opportunity, which could be the ETF approval, a narrative explosion, or simply a shift in market sentiment.

At that point, it won't be a question of "can it reach $40" but rather "can we still buy SOL at $40."

Do you still have a position? #美国3月CPI大幅上升 $BTC
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Bhutan sold 70% of its Bitcoin.

13,000 coins → 3,954 coins. 18 months.

When this number came out, my first reaction was: Bhutan is not investing, it is retreating.

A small country with only 800,000 people, relying on the hydropower advantages of the Himalayas, has been quietly mining. No one expected that they had already started selling, and they sold thoroughly.

No new mining has entered - for more than a year. This means that their once-envied "hydropower mining" project has either stopped or significantly shrunk.

What are they selling coins for? Possibly to pay off debts, possibly for fiscal expenditure, or it could just be cashing out at a high position.

This small country of Bhutan may be the most honest signal in this cycle -

Even a country that mines its own coins is selling, what are retail investors waiting for?

What do you think? #美国3月CPI大幅上升 $BTC
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There is a whale address that transferred 26,500 ETH from four exchanges within 12 hours.

26,500, close to 60 million USD.

Note his route — transferred from OKX, transferred from Binance, transferred from Bybit, transferred from Coinbase, all major exchanges, clearing them out at the same time.

This method has a name: exchange arbitrage.

Transferring coins out of exchanges means they no longer intend to sell. Coins left in exchanges are "always ready to be dumped." Once transferred out, it is truly "long-term holding."

Who is Cumberland? A large institution that specializes in the structure of the crypto market. Their every move is closely watched within the circle.

So this transfer is not an ordinary operation. It can be summed up in one sentence:

"I don't intend to sell anymore."

Do you think this is a bullish signal or just normal position management by institutions?

(Source: Arkham Intelligence) #美国3月CPI大幅上升 $BTC
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The structure of Bitcoin's trend has changed.

The previous situation of being suppressed has recently started to show some different things. The bottom is rising, buyers are entering, and occasionally there are large orders pushing up.

Old players know that once this structure emerges, it is not the retail investors who are moving, but something is buying underneath.

The key now is: is this a rebound or a reversal?

My judgment is: both are possible, depending on two signals —

First, can institutional buying be sustained;
Second, can the macro environment (tariffs, Federal Reserve policy, Middle East situation) stabilize?

You shouldn't guess yet, wait a moment, and let the market tell you the answer itself.

How high do you think this wave can go? #美国3月CPI大幅上升 $BTC
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Coinbase has officially announced: the U.S. is going to launch cryptocurrency-backed mortgages.

Covering over 100 million Americans.

Translated into plain language: you don't have to sell your coins to get a house.

The specific logic is this - you pledge your cryptocurrency to the bank, and the bank approves your mortgage. The coins are still in your hands, and the house is yours. Neither side is hindered.

There are now over 100 million cryptocurrency holders in the U.S. Among this group, how many actually have the means to buy a house but have been holding off just because they "don't want to sell their coins"?

The answer may be much more than you think.

This move is very powerful.

Coinbase is not just creating a product; it is directly connecting the two largest asset classes: cryptocurrency and real estate. Once it's operational, will other countries follow suit?

Do you think China will open up something similar?

(Source: Coinbase)#美国3月CPI大幅上升 $BTC
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China has stopped exporting sulfuric acid.

It's not a reduction; it's a complete halt.

Since May, not a drop has come out.

Sulfuric acid is something that no one usually mentions, but it is present in every battery, in every bag of fertilizer, and in every chip production line.

China is the world's largest exporter of sulfuric acid. Now they say: no more sales.

The global supply chain has just gone through a tariff war and hasn't even recovered, and now there's another blow. Battery costs will rise, fertilizer prices will increase, and chip manufacturing costs will rise even more.

Some people ask if this is an escalation of the trade war or a step in the internal circulation economy?

I don't know. But I do know one thing: the market has not fully priced in the supply disruption of sulfuric acid.

Which direction are you looking at now? $BTC
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#美国3月CPI大幅上升

The United States has unblocked $7 billion of Iranian assets.

This is not after the negotiations have ended, but while they are still ongoing.

Qatar has held the frozen Iranian funds, and now the reliable government has approved their release.

The timing is quite coincidental: the mines in the Strait of Hormuz have not yet been cleared, and the delegations from both countries landed in Islamabad on the same day, while the U.S. has taken the initiative to show goodwill.

$7 billion. That's not a small amount.

My interpretation is: this is not pressure; it's "a gesture of goodwill"—Washington wants the other side to be able to sit at the negotiating table before it gets something in return.

But on the flip side: Iran has received the money, who will be responsible for the mines in Hormuz that cannot be found?

Negotiations aside, the mines in the strait are still floating.

(Source: Iran Channel) $BTC
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#霍尔木兹海峡再次关闭

BlackRock ETF bought $137 million in BTC in one day.

Institutions are still entering the market.

This is not a small retail behavior; it is real money. The world's largest asset management company has invested $137 million in Bitcoin through an ETF.

Some ask: Can I still buy now?

Just look at one signal—when institutions are buying, do they care if the current price is $60,000 or $70,000?

They are looking at three years or five years down the line.

This round of decline is panic for retail investors. For institutions, it is a discount sale.

Are you going to keep up or continue watching? #美国3月CPI大幅上升 $BTC
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The Ethereum Foundation has quietly wrapped up.

The last batch, 1250 ETH, 2.8 million USD.

Calculating, the entire reduction plan of 5000 ETH was fully executed, exchanged for 11.11 million DAI—an average price of 2221 USD.

Interestingly, this number: 11.11 million.

They exchanged it all for DAI, not USDC, not cash in USD. Completely on-chain, no banks, no intermediaries, the accounts are open and verifiable.

So essentially, this is a: completely decentralized institutional exit.

While ETH was hovering around the 2000 USD range, they were selling; now, you can see the price trend for yourself.

What do you think about this?

(Source: Lookonchain)
#美国3月CPI大幅上升

$BTC
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Trump's crypto portfolio gives me just one feeling - he can stir things up more than most people in the Crypto circle.

$460 million, 12 tokens.

ETH accounts for nearly half (45%), which I understand, after all, it's a fundamental asset in the industry. But the rest?

WBTC 17%, stETH 14%, USDC/USDT 8% - these are considered stable.

And then you tell me there’s TRX 5% in it?

Justin Sun invested $75 million in WLFI. This is probably the reason TRX made the list.

You see, the DeFi project World Liberty Financial uses Aave V3’s code, so it has AAVE 2% in its portfolio - this is called "buying your own product with your own product".

But the most outrageous are the following:

MOVE, ONDO, SEI, adding up to less than 4%.

These are not investments; these are deals.

The project party buys his WLFI, and he uses WLFI to buy the other party's tokens. Mutual binding, interest connection. Whether you call this cooperation or "mutual lifting within the circle", the rule is played this way.

$460 million, all on-chain, Arkham can check it.

The most ironic part is coming -

Among the twelve tokens, ETH is close to half, and the U.S. President's crypto portfolio is more DeFi than most Crypto old-timers.

Do you agree?

(Source: Arkham Intelligence, April 2026)#美国3月CPI大幅上升 $BTC
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CZ talked about his first time buying BTC, and every time I hear it, I find it unbelievable.

At that time, he didn't have a job.

He sold his house, exchanged it for 900,000 USD, and put it all in, buying at a price of 400 USD.

It wasn't "trying a little spare money," it was betting everything on his own future.

Later people said he "won the gamble." But what I want to know more is: was that 400 USD calculated by him, or was it something he believed in?

Sometimes, you think you are gambling, but in fact, it’s others who see certainty.

(Source: CZ)#美国3月CPI大幅上升 $BTC
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403,000 BTC were bought between 60,000 and 70,000.

Let me repeat: 403,000.

At the current price, this is roughly equivalent to 270 billion RMB.

At this price level, the market generally considers it a "panic zone"—when the tariff war started, during the worst liquidity period, when emotions were at their lowest. But at this time, someone is buying tens of thousands at a time.

Who is buying? I don't know. But those who have this kind of execution ability at this moment are usually not fools.

So is it "extremely bullish"? I can't guarantee that. But one thing is certain—someone is making a heavy bet on the "future surge."

Where are you now? Have you bottomed out, or are you still watching? #美国3月CPI大幅上升 $ETH
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The US government transferred 2.4 BTC to Coinbase.

2.4 BTC. At today's price, that's about over a million RMB.

Sounds like quite a bit, right?

But they still have 328,000 BTC.

The volume of this transfer is roughly equivalent to having 10 houses, and then depositing 200 yuan into an ATM today.

The US government is one of the largest holders of BTC in the world—most of it has been confiscated over the years from various cases. Silk Road, Bitfinex hack... this money has been sitting there untouched.

So this 2.4 BTC movement has led some to say it's a "test of Coinbase's custody service," while others speculate it's preparing to cash out.

But to be honest: if they really wanted to sell, dumping 328K into the market would shake even the altcoins. 2.4 BTC? Not even a ripple.

Do you think they are just testing the waters, or are they "flexing"—telling the world "I can move at any time"? #美国3月CPI大幅上升 $BTC
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They landed at the same time.

It wasn't a matter of arriving separately, but "on the same day, one after the other".

On April 11, Islamabad Serena Hotel - the US delegation landed. Almost at the same time, the Iranian delegation checked into the same building. The negotiation venue was quietly confirmed this way.

My first reaction was: why choose Pakistan?

The US and Iran do not speak directly to each other. Finding a middleman to relay messages allows everyone to save face. But the question is - how well can this middleman convey the messages, and how well can the situation be controlled? No one has any certainty in their hearts.

On the other side of the Strait of Hormuz, the mines haven't been cleared yet, but diplomatic channels have been established here first. Two pieces of news coming out on the same day, do you call that a coincidence or a coordination?

Negotiations haven't started yet, but the atmosphere is already set.

On one side is "I have mines in hand", on the other side is "I'm here to talk". Ultimately, whoever blinks first will send a signal tomorrow.

(Source: Jin Shi Data, April 11)#霍尔木兹海峡再次关闭 $BTC
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"They lost the stuff."

It's not a joke.

Iran has laid mines in the Strait of Hormuz—an artery for global oil transportation, through which approximately one-fifth of the world's oil passes daily. And then? After laying the mines, they found that some were missing and they had no ability to salvage them at all.

Pay attention to this logic:

They laid the mines. The mines are still in the water. Now they themselves don't even know which ones are armed and which are not.

Some say this is "strategic deterrence." Honestly, what I see looks more like—burying a bunch of duds at their own doorstep and then telling the neighbors, "Don't come over."

This is not just a joke. The strait sees 17 million barrels of oil passing through daily. Any stray mine that goes off or drifts to the wrong position could have serious consequences.

Sometimes the biggest threat is not "I have the ability to hit you," but rather "I can't even control my own stuff."

#霍尔木兹海峡再次关闭 $BTC
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Michael Saylor's company bought again today.

902 bitcoins.

What does this mean?

How many bitcoins are produced daily?

About 450.

902 bitcoins = the new production of bitcoins in two days, all acquired by him.

This is not a coincidence.

Saylor has been doing the same thing for the past few years:

Continuously buying in.

Continuously accumulating.

Not considering timing.

Ignoring short-term fluctuations.

Now his holdings, no one knows the exact number anymore.

All that is known —

Every time he takes action, the bitcoins available for purchase in the market almost reach zero in the short term.

The buying pressure is silent, and the supply quietly disappears.

This is Saylor's strategy.

Not trading.

Just hoarding. #币安人生 $BTC
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#香港首批稳定币牌照出炉