#ETH巨鲸扩大持仓 Recent market data is quite interesting: BTC's ETF saw a daily outflow of 900 million USD, and ETH is even more exaggerated, with funds fleeing for 8 consecutive days. The total market capitalization of the entire crypto market has dropped below 3 trillion.

But if you look closely at on-chain data, you'll find that—during panic selling—some whale accounts are actually疯狂扫货. One address is hedging short positions while directly buying 57,000 ETH; another holds an even more outrageous amount, now stockpiling 430,000 ETH, which at current prices is worth over 1 billion USD. Even Ark is quietly increasing positions in Circle and Robinhood stocks.

This kind of scene is not unfamiliar: when the market is panicking, funds are changing hands—retail investors are cutting losses and leaving, while institutions and big players are absorbing the dips. Some analysts believe that if BTC truly drops to around 74,000 USD, it could be a阶段性的低点机会.

Bottom line, the market is like this. When the tide goes out, you can see who is裸泳 and who is拾便宜货.盲目跟风容易吃亏，冷静观察、逆向思考可能更有意思。