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Wendyy_
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$ETH
Bitmine (@BitMNR) 上周购买了102,259
$ETH
($321M)。他们现在持有总计3,967,210
$ETH
,价值$12.45B
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详见《条款和条件》。
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$BTC Bitcoin’s Long-Term Holders Are Selling… and the Market Isn’t Breaking 💪 This cycle is rewriting the playbook. Historically, Bitcoin markets peak with one massive Long-Term Holder (LTH) sell-off, followed by a violent blow-off top and a brutal unwind. But this time looks very different. We’re now witnessing the third major LTH spending wave in real time — and instead of collapsing, the market is absorbing the supply surprisingly well. What stands out: LTHs are consistently distributing, not panic-selling Supply is being released in waves, not all at once Price continues to hold structure despite heavy selling pressure That’s a sign of deep demand and strong bid absorption. The market is taking repeated hits from the most patient holders — and still standing. If this behavior continues, it suggests a more mature market structure, where tops aren’t marked by one final euphoric spike… but by prolonged distribution into strength. This cycle isn’t loud. It isn’t obvious. But it might be the strongest one yet. 👀🔥 #Bitcoin #BTC
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Falcon’s Anti-Fragile Thesis: Why USDf Improves When DeFi Breaks
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$BTC Bitcoin’s Quiet Paradox: Price Up, Users Down 📉🧩 One of the most overlooked signals this cycle is the steady decline in Bitcoin active addresses — a trend that’s been unfolding since April 2021. In past bull markets, the pattern was clear: 👉 Prices rise → new users flood in → active addresses spike 👉 Bear market hits → activity falls back down This cycle is different. Despite Bitcoin’s strong price performance since 2022, the number of active addresses has continued to fall, now approaching the lowest levels seen in this entire cycle. 📉 The numbers tell the story: April 2021: ~1.15 million active addresses Today: ~680,000 active addresses That’s a nearly 50% decline, even as BTC trades far above bear-market lows. There’s no single explanation, but several forces are likely at play: Rising inactivity: More holders appear to be sitting tight, reinforcing a long-term holding mentality Shift off-chain: Some investors are gaining BTC exposure via ETFs, custodians, and centralized platforms, reducing on-chain footprint This divergence suggests Bitcoin’s market structure is evolving. Usage, ownership, and exposure are no longer strictly reflected on-chain — and traditional metrics may be losing some of their past signaling power. 💡 Fewer active addresses doesn’t necessarily mean weaker fundamentals — but it does mean this cycle is playing by new rules. Understanding that shift may be just as important as watching price itself. 👀 #Bitcoin #OnChain #BTC
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When Ethics Get Louder: How APRO Reads the Rise of Moral Language as a Signal of Structural Unease
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$BNB BNB Chain Stablecoins Smash $15B — Liquidity Is Quietly Piling In 🔥 Stablecoins on BNB Chain have just crossed a major milestone, with total circulating supply surpassing $15 billion, according to data from Dune. This isn’t a one-off spike. The trend shows steady, consistent growth over recent weeks — a strong signal that capital is flowing in and staying put. Rising stablecoin supply typically reflects increasing on-chain activity, deeper liquidity, and growing confidence in the network’s rails. In simple terms: More stablecoins = more dry powder. And dry powder usually moves before volatility and opportunity. If this trajectory continues, BNB Chain could be positioning itself as a key liquidity hub heading into the next market phase. Quiet accumulation often speaks louder than price. Something is building beneath the surface. 👀🔥 #BNBChain #Stablecoins #CryptoLiquidity
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BTC 筹码集中度为 11%,未进入高风险区
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BNB 跌破 860 USDT,24 小时涨幅收窄至0.75%
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Polymarket 显示日本央行 12 月加息 25 个基点概率为 98%
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慢雾发现ICRYPEX Global潜在严重漏洞,建议尽快联系协调
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