Five months after the SEC approved the Bitcoin spot ETF, BlackRock successfully surpassed Grayscale to become the world's largest Bitcoin ETF holder. It is expected that the gap in holdings between institutions will continue to grow. Yesterday, the ETF had a net inflow of 642 coins, about 43 million US dollars, and the inflow slowed down temporarily.

The macro market is relatively cold in the short term. Except for some hawkish remarks made by a few people from the Federal Reserve last night, the market has not been very volatile. Regarding the recent comments on postponing interest rate cuts or maintaining interest rates, Sanshu believes that during the interest rate cut cycle, it is unnecessary to speculate too much on things that we cannot control and have a large impact. The most important thing about value investing is a sense of purpose, that is, once the interest rate cut cycle begins, the certainty of the interest rate cut will gradually increase over time until it is implemented.

The market has not changed much in recent days. The strong meme series and fan coin series have gradually peaked and fallen back. Bitcoin maintains a high-level oscillating bull market relay pattern. Ethereum is still strong and there is no expectation of short-term big shorts. The bottom of most cottage industries has been built, and the cycle reversal market is imminent.

For retail investors and institutions alike, the changing points of the market in each time period come from the reversal of the macro level and the completion of the technical level. At this stage, the technical level is fully in place. Whether this dry wood can be ignited depends on the PEC data on Friday. If the data is lower than expected, the market will inevitably soar. Please be patient in this regard.

After Nvidia's stock broke through its historical high, it did not drive a general rise in the AI ​​sector in the industry. From the data perspective, the signs of short-term main pressure are too obvious. Except for a few strong sectors such as WLD that broke through the shackles, most of the AIs were rapidly changed hands as soon as they were overbought. We need to be more careful with such bottom-up operations.

The unpopular rune sector has made some small moves today. Speaking of this, I really want to remind everyone. Based on the previous experience of the sudden outbreak of the early batch of inscriptions, the rune sector that has been ignored for some time, the top ten targets can be considered for anticipation. The first batch of runes that Sanshu and his team brought in were all cut in half. There is no GS fee for buying in the secondary market now. If there is a market hotspot like inscriptions, it is simply a money-making market. Of course, this sector is only suitable for small-scale speculation.

The short-term chips are not easy to operate, and everyone is numb from this wash. 80% of the time in a market is garbage time, this is absolutely true. In terms of operation, Sanshu is used to buying and selling, minimizing the time he spends watching the market every day. It's just a few points of fluctuation. The short-term wash has become white-hot. Before the data comes out, block out the discordant voices from the outside. There is no panic in the interest rate cut cycle. Let's just say this today, and encourage each other.

BTC: The market is still in a state of washing. The impact of Mentougou yesterday is limited. Whether it is a shipment compensation or a simple adjustment of chips, the market influence of this area is really limited. Focus on the ETF data in the evening. If there is no big deviation, wait for Friday's data. There is no big fluctuation in the short term. The intraday support is 67,600 points and the resistance is 70,000 points.

ETH: Ethereum focuses on the pressure level above 4100 points. Although there was a wave of negative decline during the day, the buying on the data side is still very strong. Before the listing time of Grayscale ETHE is determined, Ethereum will not weaken independently. The speculative market in the early stage is also large. The short-term support is above 3600 points. It is likely to fluctuate in the range in the next few days.

DOGE: At the end of the daily adjustment, judging from the on-chain data, the recent accumulation of funds by the main force is relatively huge, and the volume ratio is greater than 1. The trend tends to see the previous high in the short and medium term, which can be paid attention to.

JTO: I have talked about it a lot recently, so please pay attention to it. The price-performance ratio is not bad at present. The sectors that were able to rise first after the last round of sharp decline are all backed by strong main forces. Those who entered at 3.5 points yesterday and the past two days directly got the new high market.

The overall bottoming technology of the altcoins is relatively good, including DOGE, FIL, ORDI, CORE, SSV, TIA, GALA, and JTO. The team analyzed many coins today, and it is not recommended to buy all of them. If there are some in the early stage, it is appropriate to pull up the average price. In the second stage of the market, if the big cake reverses the meme, it will still be the focus of attention. The meme series with a relatively large correction will be paid attention to after the news on Friday comes out. VC coins are small positions, and altcoins are all speculative.

Finally, stay away from leverage and stock up on spot goods! ​​​#MegadropLista #meme板块关注热点 #贝莱德IBIT比特币持有量反超灰度GBTC #MtGox钱包动态 $BTC