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Jamesss
202 posts
Jamesss
@BTCMarketLab
BTC 市場結構觀察 BTC Market Structure ETF Flows | Funding | Open Interest | Macro 每日市場數據整理 Daily BTC market insights
Taiwan 🇹🇼 Tham gia Mart 2026
602 Đang theo dõi264 Người theo dõi
其实最近在 @renaissxyz 社区
我认识到许多优秀的小帐号
比如 @davidcheang99 @0x1001_
我觉得真的很开心遇到这些人
也让我找到一开始做推特的感动
所以接下来
只要你是在Renaiss 社区的
而且让我点进去你主页看到你是真的喜欢这个项目的
直接在底下留言留啥都行
我会去关注你
好的贴文我也会转发引用
#Renaiss
DD 滴滴./@rtk17025
中文
众所周知创作者受益有一项是500蓝v粉
如果你开通x创作者受益
就差500蓝v粉
老肥来帮你实现
评论区蓝v，互相关注，你评论就代表你同意互关，你需要给你点关注的蓝v们回关
亲自测试了，涨几百蓝v关注不是梦
来吧评论区留言，老肥也给你们点，是在没什么干的了，链上也没行情，带你们涨涨粉吧
中文
@linwanwan823 這種規模確實會把短線波動放大。
但三巫日更像是「清算與重置」，
不是給方向。
真正的趨勢，
通常是到期之後資金重新佈局才走出來。
中文
今晚有件大事，我看没啥人聊。
就是美股三巫日。
股票期权、股指期权、股指期货同时到期，一年只有四次，每个季度末的第三个星期五。
且今晚的规模属于非常爆炸。
5.7万亿美元期权集中到期，花旗拉了30年数据，
这是历史上最大的三月到期日。
同一天还撞上标普500指数成分股调整和养老金再平衡，被动指数基金和主动基金都要调仓。
三巫日通常意味着美股市场会发生三件事：
1. 交易量增加。
2. 日内波动较大，尤其是在开盘和收盘附近。
3. 没有可靠的方向信号，但会放大波动。
4.1万亿指数合约，7720亿ETF，8750亿个股期权，全挤在今晚清算。美股35%的期权敞口今晚集中滚动。
到期之后，压住市场的仓位一次性清掉了，
下周不管涨跌，幅度都会更大。
中文
很多人都跑去大V评论区，其实分不到多少流量。
不如多支持刚起号的博主，大家都在同一起跑线，更好互相成就。
在大V那里你是路人，他也不会关注你。
认同的扣个“认同”，蓝V互关一起成长。
#你今天关注达到上限，明天我会回关。
中文
@Young852560 所以我覺得還是會回到一個核心問題：
AI 帶來的需求，
是留在平台／公司，
還是能夠回流到 token 持有者？
這一層如果打通，整個邏輯才會真正閉環。
中文
@CryptoTice_ Meaningful development if confirmed.
But structurally,
approval sets the framework —
liquidity migration defines the impact.
That transition usually takes time.
English
The SEC just approved tokenized securities trading on Nasdaq.
This is not a pilot. This is not a proposal.
The world's 2nd biggest exchange can now trade tokenized real-world assets.
Officially. Legally. Right now.
Stocks. Bonds. Real estate. All on-chain.
The SEC that spent years destroying crypto...
Just approved the biggest use case in its history.
The merge between TradFi and crypto isn't coming.
It just happened.
English
@CoinMarketCap Strong initial inflows.
But in terms of structure,
launch momentum is one thing — sustained demand is another.
The real signal comes from consistency over time.
English
LATEST: 📈 BlackRock's staked Ethereum Trust has pulled in $254 million in AUM in its first week, with investors adding $146 million atop the fund's $100 million seed capital.
English
@DonaldJTrumpJr @worldlibertyfi Agreed — execution is the missing layer.
But building the rails is one thing,
getting real adoption is another.
Trust, regulation, and integration will decide how far this goes.
English
AI agents that can reason but can't pay for anything are just expensive interns.
Today @worldlibertyfi shipped the infrastructure to fix that. AgentPay SDK, open source, self-custodial, policy-first. Built on USD1.
Your agent. Your keys. Your rules. Check it out: agentpay.worldlibertyfinancial.com
WLFI@worldlibertyfi
English
🚨UPDATE: TRUMP FAMILY-LINKED AMERICAN BITCOIN BECOMES 16TH LARGEST BTC TREASURY
American Bitcoin now holds roughly 6,899 $BTC, blockchain data platform @arkham reports. The stash is valued at around $486 million.
The firm has entered the top tier of BTC treasury holders. It now ranks 16th globally by Bitcoin reserves.
English
@TedPillows Notable move, especially with BlackRock involved.
But in terms of structure,
the signal comes from consistency, not a single data point.
Watching whether this turns into a sustained outflow trend.
English
@intocryptoverse Agreed — sentiment is stable at the lows,
but becomes reactive once price starts moving.
That’s why structure and flows matter more —
they tend to lead before narratives catch up.
English
When Bitcoin is at lows and you say that a rally will likely happen in March that will form a lower high, people generally agree that it "makes sense."
But once the rally begins, it becomes difficult for many to remain objective and so a lot of people flip-flop on their views.
Benjamin Cowen@intocryptoverse
Often times, risk assets sell off, then bounce as major conflicts start. If a rally for Bitcoin does materialize, it will likely yield a lower high in March, just like it did in 2022. Bear markets tend to take a while to play out.
English
@MerlijnTrader Agreed — policy changes the framework.
But for the market,
narrative creates the expectation,
flows determine the outcome.
That’s when it truly reprices.
English
@MerlijnTrader If this fully materializes, it’s a structural tailwind for Japan’s crypto market.
But for now, it feels more like a policy narrative than confirmed capital inflow.
Let’s see how it translates into real demand.
English
MASSIVE:
🇯🇵 Japan just cut Bitcoin capital gains tax from 55% to 20%.
55% was the reason Japanese investors avoided crypto. That excuse is now gone.
Japan has 125 million people.
The floodgates just opened.
English
@CryptosR_Us M2 growth is a positive backdrop, agreed.
But liquidity is more complex than a single metric —
it’s about transmission into risk assets and actual flows.
Without that, it remains a macro tailwind, not a direct driver.
English
U.S. M2 MONEY SUPPLY HITS $22.45T 💵 - LIQUIDITY SURGE ALERT
Rising M2 money supply signals more cash flowing through the system, meaning markets have extra fuel.
While retail investors wrestle with volatility, whales - the major Bitcoin holders - are accumulating aggressively.
This pattern, often seen during dips, shows strong conviction among big players and historically points to market resilience.
The split between retail fear and whale confidence highlights a key market dynamic: those with liquidity and patience often set the stage for the next upward move.
📸 barchart
CryptosRus@CryptosR_Us
GLOBAL LIQUIDITY HITS ALL TIME HIGHS - BTC SET TO SURGE There is massive capital on the sidelines waiting for a green light ; but when it flashes, it will likely be too late to get in at the same prices. China’s M2 is expanding. The U.S. M2 is expanding. Japan’s M2 is expanding. Europe’s M2 is expanding. Liquidity is being injected across major economies… and Bitcoin is still ~30% off its highs. When rotation starts, it will not be gradual ; it will be sharp, aggressive, and competitive. The move into crypto will hit fast. Be early, not reactive. 📸 Tedpillows
English
@honey_xbt Clean technical structure, agreed.
But reclaiming EMA and holding structure is one thing —
sustaining the move requires real demand.
If spot doesn’t step in, this can easily revert back into range.
English
AMERICAN BITCOIN IS MINING AND HOLDING $450M BTC
The Trump Family’s BTC Mining company American Bitcoin is now the 16th largest BTC treasury company in the world.
They hold 6,899 BTC worth $486M, inching ahead of Galaxy Digital with 6,894. Next target is GD Culture Group who hold $528M $BTC.
English
@coinglass_com The read makes sense.
Flush was driven by positioning, and this bounce so far looks like the unwind of that positioning.
Without OI expansion, it’s hard to argue for a true trend shift.
Next signal is whether new risk actually comes in.
English
Yesterday’s flush came with OI rising into the sell-off ,
pretty clean short build.
That move eventually tagged 68,750.
Now price is bouncing, but OI is barely moving, which usually means this isn’t a strong fresh longs-driven move.
For now, this looks more like range than a clean trend reversal.
Watching #BTC price + OI closely from here.
What do you guys think?
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