Weekly #BTC Data Observation:
Large holder addresses (>100BTC) continue to accumulate, with the accumulation curve steeply rising, similar to the accumulation in Q1 and Q4 of 2023, indicating a possible major market movement ahead. Short-term deleveraging pullbacks are normal, with warning signs including liquidity tightening due to Thanksgiving, BTC options expiry, and Nvidia's earnings report impact. Cleaning up leverage in a bull market is beneficial for long-term health, and short-term pullbacks present buying opportunities, with expectations for favorable conditions on Friday or early December.
The chip distribution of $BTC is stable, with a strong support zone of 420,000 BTC between 92,550 and 87,000, and a low probability of breaking below.
Strategy: Look for resilient assets, recommending ZRX (0x protocol, DEFI underlying aggregator) and INJ (Stanford alumni project, DEFI), as well as SOL when it pulls back to the blue support line.
The three major public chains in the US 22,741,732,243, 93,940,518,344, $APT remain the main theme for large capital allocation.
91,343,054,003