Here’s a pretty face-slapping story in the crypto market recently: MSTR—who used to brag about “never selling a single Bitcoin” (and has since changed its name to Strategy)—not only secretly sold coins, but even wrote “selling coins” directly into its official制度. This time they launched a $1.25 billion “Bitcoin monetization plan.” In the first batch, they already sold 3,588 BTC, raising $216 million, which they used to pay dividends to preferred shareholders. Do the math: their average cost basis is roughly $75k per coin; selling at around $60k means they basically bought near the top and sold at mid-slope—just on this trade alone, they reportedly lost more than $75k in net terms. Even more interesting is that they also created their own “Bitcoin-native credit model.” Basically, they set up a scoring system and use their stash of 844k BTC (about 4% of the total supply across the network) to rate their own debt repayment capacity. Previously, the narrative was built on “hoarding faith.” Now it’s about using Bitcoin as collateral to run capital operations. For ordinary holders like us, the most immediate feeling is emotional discomfort—when the benchmark believers start selling, it inevitably makes people panic. But honestly, while $60k sounds huge, it’s only about 2.5% of their total holdings. The actual selling pressure isn’t that dramatic—what’s hit harder is the psychological impact. But looking at the medium term, it’s not as optimistic. MSTR used to be the biggest institutional buyer in crypto—at its peak, it accounted for around 70% of net institutional inflows. Now they not only aren’t adding, they’ve flipped and become sellers. With that stable big buyer gone, it will be harder for the market to rise later. Looking further out, though, it might not necessarily be a bad thing. In the past, people only knew to hoard Bitcoin and wait for it to rise; now more people are gradually treating it as a legitimate credit asset—issuing debt and using it as a repayment endorsement. That’s actually moving toward a more mature kind of asset, even though the process will definitely be grinding. As for the market, Bitcoin will most likely keep chopping and grinding lower in the short term, because when “faith” breaks, it still needs time to digest. The key point is to wait for their Q2 earnings report on July 30, to see the specific cadence of selling and their next plans. As for MSTR itself, you don’t need to say more—it has always been Bitcoin’s “leveraged ETF.” Now that the faith buff is gone, the volatility will only get crazier. If you don’t have the heart for it, don’t touch it. Those concept stocks tied to Bitcoin generally move with the overall market too—don’t rush in just because someone talks up “good news.” To sum it up in one sentence: in crypto, there is never such a thing as everlasting faith—only everlasting interest. The “preachers” who once shouted “never sell until death” turned around and started playing capital operations. It’s very realistic, even if it’s also completely normal. Real gold and silver in hand beats any slogan. $SOL $ETH $BTC #BTC

Ms. Zhang’s benefits promotion is still ongoing. Back then, you were willing to trust me—now it’s time to deliver the reward. The principal of 1.9w remains untouched in the account; this time, withdraw the entire 3wU you’ve earned from the Yikou exchange and take it home safely. $BTC $ETH $SOL

ETH worth $1,800—what are you still waiting for? Look at the surface first: it’s been down for a year, and everyone’s been hit hard. In the past 6 months it fell 41%, dropping from the $4,950 peak to $1,500. Nearly half the market cap evaporated, and jokes calling ETH a “stablecoin” have been flying everywhere. But over the past 7 days it’s up 5.7%, and over 30 days it’s up 9.6%. From the $1,550 demand zone, it has strongly rebounded, while trading volume has increased moderately. The candlesticks tell you: $1,500–$1,550 is a hard bottom, and $1,800 is the watershed. Once it breaks out with volume, shorts will instantly turn into fuel. First thing: ETF flows are shifting—this is a signal you must take seriously. On July 9, there was a net inflow of $70 million on the day, the biggest in the past 28 days, with 5 straight days totaling $160 million. BlackRock’s ETHA contributed the most. Meanwhile, BTC ETFs are seeing outflows. Money is moving from BTC to ETH—can you not read this signal? Retail investors are still骂ing “ETH is trash,” while institutions quietly sweep up below $1,800. Second thing: Staking ETF—this completely changes the rules of the game. Previously, when institutions bought spot ETH ETFs, they could only hold—make money when it went up, and lose money when it went down, with no cash flow. Now it’s different. BlackRock’s iShares Staked Ethereum Trust directly gives you a 3.2% Staking yield. Grayscale is also pushing a Staking version. Once institutional channels open, it’s no longer a matter of tens of millions of dollars—it’s a scale of tens of billions. Third thing: technical signals—bulls and bears are about to settle it. Daily timeframe: it rebounded from the $1,550 demand zone and formed a BOS (structure break) + CHoCH (market character shift)—in plain terms: the signal that the downtrend is over has already appeared. 4-hour timeframe: price has been ranging around $1,790–$1,800 with moderately increased volume, indicating buy-side continues to step in. Bulls vs bears—you decide. One side has: ETH ETFs saw net inflows for 5 straight days totaling $160 million—institutions are buying BlackRock Staking ETF brings a 3.2% “risk-free” yield—attractiveness is maxed out Rebounded from $1,550 to $1,800—technical structure has turned bullish Market sentiment is extremely bearish (down 41% in half a year)—this is a typical bottom characteristic The other side has: $1,800–$1,810 is strong resistance, failed to break through three times ETH/BTC ratio is still low—relatively weak The Fed keeps rates high, and CPI data (July 14) may trigger volatility Geopolitics (US-Iran) could hit the market at any moment Key levels Resistance above: $1,810 (breakout confirmation) → $1,850–$1,875 → $2,000–$2,050 Support below: $1,720–$1,750 (add-on zone) → $1,700 (stop-loss line) → $1,500–$1,550 (cannot break) For short-term traders: Wait for a pullback to $1,720–$1,750 and enter in batches, stop-loss at $1,700. First target: $1,850–$1,900—sell half. If it breaks out and holds above $1,810 on volume, chase the long with a stop-loss at $1,780, watching for $2,000–$2,050. For swing traders: Enter only after a daily close holds above $1,810. Use dynamic take-profit to hold it; target $2,000–$2,050. After a breakout, look at $2,500–$3,000. For long-term believers: DCA with eyes closed below $1,800. Staking yield of 3.2% + price at low levels = extremely high margin of safety. Target $2,500–$3,000 (within 12 months). The bet is that Staking ETFs expand + RWA/L2 accelerate adoption. But remember—keep total position size within 50%, and hold cash for black swan events. ETH right now is like BTC at the bottom during the 2020 pandemic— 99% of people think “ETH has no chance, it’ll be surpassed by Solana.” Then BlackRock moves—institutional money just pours in. On the day ETH breaks $1,800, you’ll find out: It’s not that ETH can’t—it's that you’re scared of the drawdown. #GUSD年化升至3.8% #预测世界杯法国VS摩洛哥 #特朗普宣布美伊停火结束 $BTC $ETH $SOL