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These days, I see a bunch of people forcefully linking ETF capital flows, the risk appetite of the US stock market, and the ups and downs of the crypto market… I’m not going to get excited first; I’ll just watch the stablecoins moving in and out and whether a few exchanges’ hot and cold wallets are shifting. If they’re not moving, I’ll just listen to the noise.
Speaking of options buyers vs. sellers, honestly, the time value is more like “rent.” If you’re a buyer, it’s like a short-term tenant who has to pay rent whether the price goes up or down today, and the longer it drags, the more painfu
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Actually, everyone understands that when liquidity dries up, the so-called "bottom-fishing" can easily turn into an excuse for others to take advantage. Recently, the group has been repeatedly reviewing pledge unlocks, token unlock schedules, and the wave of selling pressure and anxiety. I don't pretend to be calm either... but what I care about more now is surviving first: reduce your positions if you can, prefer to earn less rather than get swept out by a sudden drop. Every day, just watch whether stablecoins are flowing into exchanges or withdrawing outward; the movements between hot and co
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