Market's buzzing with some interesting moves lately. BTC punched through the 88K mark after news broke about a call between Trump and Xi—looks like geopolitical thaw is lighting a fire under risk assets.
While the broader crypto market's catching its breath, mining-related stocks are absolutely ripping. BitMine, Strategy, and SharpLink? They're running laps around the digital asset recovery pace. Seems like traditional equity investors are piling into crypto exposure through the stock route.
Meanwhile, VC wallets aren't exactly closed. Q3 saw 4.6 billion flow into crypto projects—not the glory days, but far from dead money. And here's a spicy data point: analytics picked up a noticeable uptick in wallets holding exactly 100 BTC. Whales repositioning or new institutional players setting up shop? The plot thickens.
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SignatureLiquidator
· 11-27 04:54
The 88k breakdown issue, to put it bluntly, is that political factors are at play again, it’s always like this...
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The way mining stocks are rising this time is ridiculous, have traditional investors really started to buy the dip...
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Suddenly there are more wallets holding 100 btc? This is really suspicious, is it really institutions getting on board or some other trick
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VC still has money to throw around, 4.6 billion looks like a lot, but in the whole cycle it really isn’t much
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Geopolitical thaw triggering btc, what will be the reason next time haha
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When mining coin stocks are ripping, the coins themselves are gasping for air, a bit ironic...
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Why does it feel like we're telling the same story again, whale repositioning, institutions getting on board, it's said like this every year
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Can this data point of 100 btc really explain the issue? It feels a bit overinterpreted.
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MEVSandwich
· 11-26 07:00
After 88k, we still have to see how long this geopolitical dividend can last, it's hard to say.
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Mining stocks have gone crazy, while retail investors are still watching coins; they took off first.
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Suddenly, there are more 100btc wallets? We need to keep an eye on this; this is not a small move.
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Is VC still pouring in money? It indicates the bottom isn't that low; some people understand better than us.
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The rise of mining stocks is absurd; traditional capital is quietly entering a position.
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It's a bit ironic that political games are pushing up btc, while we're still studying the technical aspects; they have already set it up for you.
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4.6b entering projects sounds like a lot, but when spread out, it does feel a bit lackluster.
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Is the whale adjusting their position again? This is the real information asymmetry.
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VitalikFanAccount
· 11-26 06:58
88K breaking is a signal, institutions are really sneaking in
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Mining stocks have surged this time, feeling even fiercer than the coin price rise
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100BTC Wallets have surged? This is either a Whale or new players coming to buy the dip
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4.6B inflow sounds like a lot, but compared to the past two years, it's really just a drizzle
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Can Trump and Xi's call pump the market? Geopolitical arbitrage is too ridiculous
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Traditional institutions are entering the crypto world through stock channels, I've said they wanted in long ago
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100BTC this data point is very interesting, needs to be studied well
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Mining stocks outperforming coin prices indicates that institutions trust tangible assets more
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VC still throwing money indicates the market is far from dead, don't believe those who sing its demise
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Wait, is this really a breakthrough or are we going to plummet again?
View OriginalReply0
CommunityLurker
· 11-26 06:53
88K this level is really a political dividend fermenting... The rise in mining stocks this time is a bit outrageous
ngl this round VC is still lying in ambush 4.6B is not a small amount of money
100 BTC wallets have surged? Are institutions quietly building a position or are large investors whipsawing, we have to see the subsequent market
Oh my, a phone call can push the coin price, algorithmic trading is really amazing
VC is not dead, just waiting for the wind to come.
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AirdropHunter420
· 11-26 06:34
88k this wave of Trump's effect is really amazing, mining stocks are taking off and I knew traditional investors were getting on board
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VCs are still pouring money in, which shows that no one is really bearish, just see who can survive until the end
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100btc wallets are surging? Institutions are quietly building positions, retail investors are still tangled up in when to buy the dip haha
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Mining stocks are crushing the price rise of coins, this is the art of arbitrage
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Geopolitical thaw ignites risk assets... sounds very sophisticated but to put it simply, it's still about speculative expectations
Market's buzzing with some interesting moves lately. BTC punched through the 88K mark after news broke about a call between Trump and Xi—looks like geopolitical thaw is lighting a fire under risk assets.
While the broader crypto market's catching its breath, mining-related stocks are absolutely ripping. BitMine, Strategy, and SharpLink? They're running laps around the digital asset recovery pace. Seems like traditional equity investors are piling into crypto exposure through the stock route.
Meanwhile, VC wallets aren't exactly closed. Q3 saw 4.6 billion flow into crypto projects—not the glory days, but far from dead money. And here's a spicy data point: analytics picked up a noticeable uptick in wallets holding exactly 100 BTC. Whales repositioning or new institutional players setting up shop? The plot thickens.