2026-01-11 08:21:26

#以太坊大户持仓变化 Capital flows hide the secrets of a bull market

Anyone who has experienced the previous cycle should have a feeling—gold moves first, then US Treasury bonds adjust, and finally high-risk assets like Bitcoin and Ethereum take the lead in a surge. In just a few months, the increase directly exceeded 400%.

Actually, capital never moves in perfect unison. The liquidity created always follows a sequence: first flowing into safe assets like (gold and US bonds), then spreading to medium-risk assets, and finally to those that can make people rich overnight. This process is like opening the floodgates of human greed—progressing from conservative to crazy step by step.

History's patterns won't repeat exactly, but the underlying logic is embedded in the market. Once gold and US bonds complete their price discovery, the accumulated capital needs an outlet, and Bitcoin is often the final destination. The real main upward wave usually kicks off at this stage.

Don't just follow the crowd chasing hot topics. A smarter approach is to understand this rhythm in advance, hold your position, and wait for that moment to arrive. Bull markets are always reserved for those with patience. $BTC $ZEC $POL

BTC0,84%

ZEC-0,59%

POL6,38%

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SchrödingersNode

· 01-13 15:16

Gold and US bonds move first, I'm tired of this rhetoric. The key is that we haven't seen gold prices truly take off yet. Wait, do people really think they can catch the main upward wave if they enter now? I doubt it. Talking about timing is easy, but few can really hit the mark. Anyway, I'm just playing both sides. By the way, why does everyone keep mentioning ZEC? Is there some conspiracy behind it? Instead of waiting for "that moment," it's better to study what big players are doing. That's the real point of interest. Having patience is one thing, but if your wallet is empty, it's all pointless, haha. If you don't believe this, last time "historical patterns" made me cut my losses. Do you want to go through that again? POL? Seems like just another old coin rebranded. These new projects are all good at telling stories.

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BlockchainBouncer

· 01-13 06:17

Gold and US bonds are both moving; it feels like this wave is really coming. Wait, this logic sounds too perfect. Can it really be this accurate? You're right, patience is needed to make big money, but most people can't wait. The theory of capital flow order is perfect, but is the current market still so predictable? The key is to clearly identify whether you are that "patient person."

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LightningSentry

· 01-12 14:04

Gold hasn't taken off yet, and you're already talking about capital flows. I don't see much movement in US bonds either.

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PumpStrategist

· 01-11 08:47

Gold and US bonds haven't moved yet, and you're still teaching me to wait? I heard this logic back in March, and I'm still standing still.

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LightningPacketLoss

· 01-11 08:41

Gold and US bonds haven't moved yet, it feels a bit early to follow the trend and buy coins now.

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TommyTeacher1

· 01-11 08:41

When gold and US bonds move, the crypto world should wake up. This logic is indeed impeccable. Fund flows, in essence, are just greed upgrading. We're still waiting for a signal. History can't repeat itself, but the rhythm is there. Getting in early and chasing highs have completely different fates.

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MEVHunterLucky

· 01-11 08:29

When gold and US bonds move, Bitcoin should take off. I agree with this logic.

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