2025-12-20 02:40:15

#大户持仓动态 Wait a minute, the real market trend hasn't arrived yet.

I'm getting a clearer understanding of the game rules in this cycle. The money in the crypto world is actually divided into two groups: one is the seasoned traders and retail investors inside the market, and the other is new funds flowing in from traditional finance. What’s different this cycle is that the scale of traditional capital inflow is far greater than the last cycle, and the two groups of funds are gradually binding together, with their movements starting to synchronize.

So what’s the result? The on-market funds are being reshuffled cycle after cycle. Once the profits dry up, external funds also begin to withdraw in an orderly fashion, flowing to places where they can still make big money.

I think the watershed is that Trump coin. Before it appeared, foreign capital was still pouring in continuously; after that, the speed of new funds entering clearly slowed down. This signal is very obvious.

But on the other hand, if we only rely on the market insiders to play, it’s impossible to reach this scale now. So, everyone is both the ones being harvested and also benefiting from this system. Ironic but true.

Looking at it from another angle, if $BTC and the US stock market always rise and fall together, maintaining a rigid positive correlation, would you still struggle to trade crypto? Of course not. When do the real opportunities appear? When the market rises but coins fall, or when the market falls but coins rise—these moments of disconnection are the windows for earning excess returns.

So don’t rush, be patient and wait for that day. $ETH $BNB

TRUMP-1.84%

BTC-0.36%

ETH-0.91%

BNB-1.42%

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pumpamentalist

· 12-23 02:39

I finished watching it, and I really got trapped clearly. I should have withdrawn during that wave of Trump coin; I regret it so much now. Waiting for the disconnection window? It feels like it's a long way off. Us retail investors are just destined to be played people for suckers.

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DegenWhisperer

· 12-22 15:43

You're not wrong, we really are in a phase of waiting for the wind to come. The Trump coin wave was indeed a turning point, and it's clear that foreign capital is filtering the tracks. But I want to ask, how long do we have to wait for this depeg window? I feel like I'm both trapped and have made some gains, it's indeed ironic. --- The reshuffling has reached a point where there's no profit left, no wonder the withdrawals are so fast. --- So the key is still to wait for that misalignment moment to appear. --- Being harvested and making profits happen simultaneously, the art of the crypto world lies here. --- Let's see when BTC and the U.S. stock market will depeg, that's when the real show time begins. --- After the Trump coin, it's obvious that the hype has cooled down, and new capital isn't as crazy as before. --- Ironic as it is, the system itself relies on this kind of play people for suckers to sustain, it's unavoidable.

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SquidTeacher

· 12-21 10:18

The real opportunity comes when there is a disconnect, and we are still in the Whipsaw phase now. --- As soon as Trump coin appeared, it was clear that the rhythm changed, and foreign capital was obviously not as crazy anymore. --- That's spot on; retail investors are both suckers and making money in the market. This game is so ironic. --- Wait, are you saying BTC will still unbind from the US stock market? That would be the time to get rich. --- I agree with this watershed judgment; the slowdown in the speed of new capital getting on board is indeed very evident. --- The synchronous movement of the two types of capital has become boring; we still have to wait for them to clash. --- Was washed out to the point of having no profit left, haha, this round of foreign capital has indeed exceeded expectations. --- Only with a disconnect can big money be made; this logic is sound, and it is indeed still early. --- So let's patiently wait for that misaligned window and not rush to enter a position. --- The speed of new capital after Trump coin has really slowed down; I've noticed it too.

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GateUser-a606bf0c

· 12-20 03:10

Wait a minute, your logic is a bit interesting. I did feel the withdrawal of funds during the Trump coin wave. But honestly, are you still waiting idly for the disconnect? I think this time is already different. Once the big funds have truly finished cutting, and retail investors give up, that will be the real bottom.

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BearEatsAll

· 12-20 03:10

Listen, those who are entering now are just getting caught in the trap That wave of Trump coins was indeed a dividing line; after that, there weren't as many naive investors The real profit-making moment hasn't arrived yet; wait for the moment of disconnection

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RektButSmiling

· 12-20 03:08

Really, that moment with Trump coin made me realize that foreign capital is indeed withdrawing in an orderly manner. Speaking of which, all the little money we, the retail investors, made has been taken back. Let's wait for the disconnection moment; that's when the real opportunity will come.

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GateUser-e19e9c10

· 12-20 03:00

Sounds reasonable, but how do I feel like so many people got cut during that wave of Trump coins? You just have to wait for the disconnection moment. Can you wait? BTC is now tied to the US stock market, and that's really heartbreaking. No way, are foreign investors really pulling out? Why do I still see new projects raising funds so aggressively? This system is just a big roulette wheel; we're all gamblers. When will be the right time? I can't wait much longer. Bro, your analysis sounds really comfortable to listen to, but retail investors still need to earn their living. It sounds good, but the key is to survive until the disconnection day.

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ShibaMillionairen't

· 12-20 02:52

Alright, that sounds a bit reasonable... but wait, is Trump coin really a turning point? I feel like foreign capital is just another way of cutting leeks. --- So you mean we're still in a decline phase? When will my trapped position turn around? --- Disconnection moment... Damn, how can retail investors hit the right point? It's all institutions playing. --- Wait, you said two funds are linked, so why is BTC still falling? Something's off. --- The truth is true, but this logic is too far-fetched for a small investor like me... The money's been gone for a long time. --- I just want to know if there's another signal after Trump coin, don't set me up again. --- Keep waiting for disconnection... I'm afraid I won't wait for that day and will be liquidated. --- Sounds nice, but it's actually just telling us to keep losing money, no rush to stop loss, right?

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SocialAnxietyStaker

· 12-20 02:45

Listening to you, I really feel like I'm locked out. Why are we retail investors so miserable? I also noticed that node for Trump coin; there's really no going back. Let's wait for the disconnection; anyway, we can wait.

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TopBuyerBottomSeller

· 12-20 02:44

Your analysis indeed shows some insight, but I still feel like I can't wait any longer. To be honest, I also saw signals during the Trump coin wave, but I already ran out of bullets. How long do we have to wait for the real disconnect window, half a year or a year? Retail investors can't hold on that long.

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