[沃顿学长] Weekend Review: Delivery "soft landing", BTC and ETH are poised for action

Main content:
The large-scale options Delivery on November 28 has been smoothly passed.
From the underlying logic of the financial market, the reduced trading volume and sideways movement of the market over the weekend is a very positive signal. This means that the worst-case expectation (a crash below $8.5w) has not materialized, and the market's short-term bottom has been established.
The following is a core analysis based on the latest data from the weekend:
🔹 About BTC: Steady at 90,000, aiming for previous highs
* Market Interpretation: Over the weekend, BTC consolidated with low volume above $91,000, indicating that the selling pressure has exhausted after the Delivery. $90,000 has transformed from a psychological barrier into a solid defense.
* Capital logic: Although ETFs do not trade on weekends, Friday's data shows that leading institutions like BlackRock did not exhibit panic selling, and there is a strong consensus on Wall Street that below $9W is the "value range."
* Subsequent developments: The real showdown will be before the US stock market opens on Monday. Pay close attention to whether it can stabilize above $93,000 with volume; if it breaks through, the upper space will open up, aiming directly at the previous high.
🔹 About ETH: Extremely suppressed, ready to explode.
* Market Interpretation: ETH is firmly defending the $3,000 threshold, showing extremely strong defense. This kind of trend that goes against retail investors' intuition is often backed by powerful passive buying support.
* Divergence between sentiment and funds: Public opinion is extremely pessimistic, but on-chain data shows that "smart money" is quietly rotating from BTC to ETH. The ETH/BTC exchange rate is at a historical floor, with very high odds.
* Subsequent deduction: The current ETH is like a spring compressed to the extreme. Once it breaks through and stabilizes at $3,150, it may trigger a short squeeze, and its rebound potential is likely stronger than BTC.
💡 Senior's advice (for reference only):
The weekend is a time window for bulls to accumulate strength. For investors who have not yet boarded, the range of 90,000 BTC and 3,000 ETH may offer a high margin of safety. Patience is needed to wait for the market to choose its direction on Monday.
(Disclaimer: This article is solely a personal market observation and does not constitute any investment advice. The market carries risks, and decisions should be made cautiously. )
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#BTC #ETH #行情分析 #沃顿学长 $BTC $ETH