2025-12-31 18:20:30

When the market is bleak, it is precisely the window for smart money to start布局.

Yesterday's opening was once again flooded with red on the screen. Many people were frightened by the liquidation alert sounds, and the entire market seemed to fall into panic. But is this really a disaster? I don't quite agree. Those who have experienced several cycles can see that behind this, the main force is actually clearing the market to prepare for the next wave of行情.

I spent some time reviewing the K-line, order book, on-chain data, and contract liquidation situations, and found some interesting things. In the short term, mainstream coins are inserting needles, small-cap tokens are falling dramatically, with daily drops of 30%-50% being not uncommon, and the liquidation amounts in the futures market are also quite exaggerated.

But there is a key detail here—just as retail investors are forced to cut losses, large transfers on the chain are happening unusually frequently. Those chips bought at low prices in earlier years are gradually flowing from long-term holders' wallets into exchanges, with new entrants like institutions and ETFs taking the supply. This is not panic selling, but more like a planned, phased transfer of chips.

Chris Kuiper from Fidelity Digital Assets Research pointed out that this pattern looks more like "continuous, rhythmic flow" rather than simple panic selling. Long-term holders are transferring their low-cost chips in batches and in an orderly manner. The market bottom is often formed in this way.

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QuorumVoter

· 7h ago

Those who cut losses are all newbies; the old money has already quietly accumulated. Wait for this wave to double your investment.

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MetadataExplorer

· 14h ago

Smart money is eating up the chips, while retail investors are calling for a cut, the difference is huge.

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LiquidityNinja

· 01-01 06:08

Hmm... It's the same saying of "smart money layout" again. Every time there's a sharp decline, I hear it once more, yet retail investors still cut their losses. If it were really that predictable, why are there still people getting liquidated every day?

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DefiPlaybook

· 01-01 03:31

Whales are secretly bottom-fishing, while retail investors are still shouting for mom. This is the cycle, friends. --- On-chain data looks suspicious, large transfers are frequent. We need to keep a close eye on this. --- It's time to test your mentality again. Only those who can hold on will make money. --- A 30%-50% drop is indeed frightening, but the real opportunity only appears at this time. I envy those who dare to buy. --- Long-term holders are gradually selling off low-cost chips, indicating a bottom signal? It looks a bit like it to me. --- It’s always like this—panic times are exactly the hunting ground for smart money. --- The amount of contract liquidations is shocking, but clearing the market comes at a cost. --- Fidelity’s analysis provides reassurance, but you still need to verify the data yourself. Don’t believe it blindly. --- The moment the screen turns completely red is precisely the most uncomfortable and most dramatic time. --- Institutions are taking over, main players are clearing chips. What should ordinary people do? Just eat if it’s time to eat.

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LiquidityWitch

· 2025-12-31 18:50

the sacrificial liquidations are just the ritual cleansing before the transmutation begins... watching those big wallets orchestrate this dance while retail gets shaken out is *chef's kiss* dark pool choreography, fr fr

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GasFeeCrier

· 2025-12-31 18:47

Here we go again with the "smart money positioning" narrative. Every time there's a sharp decline, it's said the same way. Why haven't we seen a rebound yet?

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MidnightTrader

· 2025-12-31 18:42

When retail investors cut their losses, there are indeed some people quietly accumulating. I've seen this routine several times already. It's again about the main players clearing out, but those who truly make money are always the ones who got on board early. We always end up taking the last hit.

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ApeDegen

· 2025-12-31 18:38

Bro, this analysis is spot on. I love to see this kind of hardcore breakdown. That's why I never buy the dip in panic selling; I wait for on-chain data to speak. When retail investors are screaming, big funds are already quietly getting in. Honestly, those who get scared and get liquidated haven't seen many cycles. To know when the bottom will come, just look at the wallets of the big players. This time, the institutions' pace of accumulation is indeed a bit deliberate. It's tough, and it's when I have no money that opportunities appear.

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StableGenius

· 2025-12-31 18:30

actually, the on-chain data screaming institutional accumulation while retail gets liquidated is exactly the tell... been saying this cycle would shake out weak hands for months now

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ThesisInvestor

· 2025-12-31 18:25

Here we go again with this excuse. Every time there's a big drop, they say it's to clear the market and for the main players to accumulate positions. Retail investors are just being washed out like this.

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