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[Arthur Hayes Transfers 508.647 ETH to Galaxy Digital] Arthur Hayes has just transferred 508.647 ETH, worth $1.5 million, to Galaxy Digital, possibly for sale.
Click on the link to enter the meeting: https://meeting.tencent.com/dm/gGvsMs9gJ5sg 🚨 Market mutation: ETH experienced a roller coaster ride in a single day, rebounding straight from 2773 to 2980, with a maximum daily rebound of over 6%! Is it a technical repair after panic selling, or a signal of institutional bottom fishing? The aftermath of the hawkish interest rate cuts by the Federal Reserve remains unsettled, can the rebound of ETH continue? Tonight at 8 o'clock in the live broadcast room, we will hit the core: precise support resistance+long short strategy+policy interpretation+continuous microphone exchange, taking you to seize opportunities for certainty in the volatility and avoid the trap of chasing high and killing low! Deep analysis of the four dimensions (core logic behind the rebound) 1. Fundamentals: Pledge support+ecological synergy, highlighting bottom resilience Pledge economy as a bottom line: Currently, the amount of ETH pledged has exceeded 35 million, accounting for 28.3% of the total supply, with an annualized yield of 7.5%, far exceeding traditional financial products, attracting institutions to layout at low prices and forming supply side contraction support; Despite the short-term existence of 670000 ETH staking teams, the long-term staking trend has not changed, and network security and scarcity continue to strengthen. Ecological synergy: The upgraded PeerDAS technology of Fusaka reduces L2 transaction costs by 40% -60%, and L2 daily activities such as Arbitrarum continue to reach new highs. The increase in ecological activity drives ETH settlement demand, forming a positive cycle of "staking benefits network security ecological development". Short term volatility core: The low point of 2773 triggered a large number of long positions to be liquidated, and after the liquidation of a $420 million leveraged long order, the market selling pressure dried up, coupled with the counter trend increase in holdings by the giant whale, triggering a technical rebound. 2. Policy aspect: hawkish interest rate cuts+compliance breakthroughs, dual impact game The aftermath of the Federal Reserve's policy: The Fed has cut interest rates for the third time this year to 3.5% -3.75%, but the forward guidance clearly expects only one rate cut in 2026. The hawkish signals have intensified short-term risk aversion, leading to ETH following BTC's decline in the early stage; But at the same time, the monthly purchase plan of US $40 billion of treasury bond bonds was launched, forming a "non QE" moderate easing, laying the groundwork for long-term liquidity injection. Continuous breakthroughs in compliance: The CFTC approves ETH as collateral for derivatives, the EU MiCA Act clarifies ETH's compliance status, standardizes custody and investment products, reduces long-term market risk premiums, and clears obstacles for institutional funds to enter the market. Coinbase predicts that this will activate demand in the billions. 3. Message side: Liquidity game+fund rotation, driving the rebound market • Marginal improvement in liquidity: As the year-end holiday for European and American institutions approaches, market liquidity is relatively thin. However, Asian funds are beginning to prepare for the Spring Festival market ahead of schedule. Exchange ETH reserves have decreased by 1.2 million in the past 30 days, and there is a clear trend of fund disintermediation, providing momentum for the rebound. • Fund rotation effect: During the BTC volatility period, some safe haven funds flowed back from BTC to Altcoins such as ETH, and Ethereum ETFs had a net inflow of $140 million per week, forming a pattern of "institutional bottom fishing and retail investors cutting meat", driving ETH to rebound more than BTC. Macro emotional catalysis: Global M2 money supply growth, DXY US dollar index weakening, combined with China/EU stimulus policies, long-term positive for risk assets, and market expectations for the liquidity turning point in 2026 have reacted in advance. 4. Technical aspect: oversold rebound+reversal signal, short-term trend warming Daily level: The low point of 2773 accurately touched the strong support of the MA120 moving average, and the RSI indicator quickly rebounded from the oversold range of 28. Historical data shows that the probability of ETH rebounding near the MA120 moving average is 72%, and the current MVRV Z-Score has entered the historical "green undervalued range", with obvious bottom characteristics. 4-hour level: A "bullish bearish" reversal candlestick has appeared, with trading volume increasing to 1.8 times the average of the past 3 days. The MACD green bar is rapidly narrowing, and a golden cross is about to form. The rebound momentum is accumulating; The lower bound of the Bollinger Bands at 2780 forms effective support, and the current price stabilizes at the middle bound of the Bollinger Bands, with a short-term trend warming up. AICOIN tool reference: Focus on the "main large orders" function. If there is a net inflow of more than 5 million USDT in ETH within 4 hours, the effectiveness of the rebound can be confirmed; Simultaneously tracking the Fear Greed Index, if it rebounds from the extreme fear range of 25 to above 30, it will further strengthen the rebound signal. Meeting number: 609-138-689 QQ group: 876206223 Disclaimer: The above content only represents the author's personal opinion and is intended to assist investors in understanding information related to the capital market. It does not constitute any investment advice and does not represent the position or viewpoint of AiCoin. The market is risky and investments should be made with caution.
[Garrett Jin Holds $693 Million Long Position with $42.55 Million Unrealized Loss, Bullish on BTC and ETH] The trader behind a suspected long position address holding 200,000 ETH, Garrett Jin, posted today expressing optimism about BTC and ETH entering an upward trend. The first target prices are $106,000 and $4,500, respectively. He pointed out that macroeconomic headwinds are weakening and there is no systemic risk in the U.S. stock market. ETH is expected to outperform the Nasdaq 100 in the coming months. Currently, his long position, valued at approximately $693 million, still has an unrealized loss of $42.55 million. The entry price for ETH is $3,147.39, and for BTC, it is $91,506.7.
BTC rose to $88,000 after the Bank of Japan raised interest rates. The increase, seen as a potential risk-off trigger, failed to spark a flight into the yen. What to know : BTC rose to $88,000 from $85,200 in five hours after the BOJ hiked rates The increase had been seen as a potential risk-off trigger, but failed to spark a flight into the yen. Open interest rose faster than price, and funding rates flipped decisively positive, signaling fresh leveraged longs rather than short covering. SOL and XRP saw declining open interest and altcoin-season indicators hit new lows, while ETH outperformed BTC despite broader weakness.
[Ethereum Developers Name the Next Upgrade After Glamsterdam as 'Hegota'] Ethereum developers have named the next upgrade after Glamsterdam as 'Hegota.' Hegota combines the execution layer Bogota upgrade and the consensus layer Heze upgrade. Bogota continues the tradition of naming updates after Devcon host cities, while Heze is named after a star. The main EIPs for Hegota will be finalized in February, while development work for Glamsterdam (Ethereum's first planned upgrade in 2026) is still ongoing.
The representative of 'BTC OG Insider Whale,' Garrett Jin, expressed a bullish outlook, setting the first target at $106,000 for Bitcoin and $4,500 for Ethereum. Garrett Jin believes that the bearish logic is collapsing, and the probability of ETH outperforming the Nasdaq 100 Index in the coming months is increasing. Currently, 'BTC OG Insider Whale' holds a $693 million long position, with a floating loss of $42.55 million. The opening price for ETH is $3,147.39, and for BTC, it is $91,506.7.