2026-01-07 05:50:19

#密码资产动态追踪【Market Brief · BNC Movement Tracking】

The recent turmoil around BNC is much more complicated than expected. Just finished analyzing on-chain data and found two important clues:

**Whale Addresses Suddenly Active**
Last night, three whale addresses that had been dormant for over six months suddenly woke up, transferring approximately 1.8 million BNC to a major exchange cold wallet within a very tight timeframe—just two hours after a foundation announcement. This is clearly not typical retail behavior; it suggests either informed insiders are preemptively hedging risks or capital entities are quietly building positions in preparation for future voting rights battles.

**Contract Market Warning Signs**
The funding rate for BNC perpetual contracts suddenly spiked to +0.35% (annualized near 128%), while the long-short ratio plummeted to 0.7. This indicates that bears are aggressively adding to their positions, while long collateral deposits are increasing—classic "longs trapped" scenario. Once a sell-off begins, it could easily trigger a chain reaction of liquidations.

**Deeper Market Logic**
The core issue behind this controversy isn’t just technical adjustments on the surface. Major capital is pushing for an ecosystem shift, involving a redefinition of BNC’s underlying asset framework. Currently, BNC’s market cap is still outside the top 90, but if it truly migrates to a high-efficiency public chain like Solana, valuation logic will need a complete overhaul, opening up significant potential.

**Key Observation Points**
If BNC falls below the $4.7 support level (a dense zone of large on-chain transactions), it could short-term dip to around $4.2. However, if any of the following signals appear, it might be a good entry point:
- Influential industry figures release positive signals on social media
- On-chain large single institutional buy orders exceeding $5 million
- Total value locked (TVL) in the Solana ecosystem suddenly jumps over 5%

Early capital confrontations are often brutal, but projects that survive usually undergo a transformation. Last time, I accurately caught a 40% rebound after governance token infighting. This time, BNC’s scenario could be even more extreme—holders should stay steady, and those who haven’t entered yet should prepare their ammunition.

BNC-1,24%

SOL2,22%

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WhaleSurfer

· 01-10 04:31

1.8 million coins transferred to the exchange cold wallet? Isn't this just the calm before the storm, everyone, the whales are waking up. The short-term fee rate is 128% annualized, and the longs are still increasing their staking? I just want to know who is so tough. If it breaks 4.7, just wait and see if it hits 4.2. Anyway, it's all just a numbers game, no big deal. I did catch the 40% rebound last time, but whether BNC can survive this round is really uncertain. If the Solana ecosystem really explodes, the valuation could be several times higher, but the prerequisite is surviving this bloodbath.

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HashRateHermit

· 01-08 06:04

Whale addresses' recent moves are quite interesting. Transferring 1.8 million tokens to the exchange cold wallet in just two hours—this pace is really aggressive. Bull traders are trapped + funding rate at 128% annualized? This situation strongly resembles the last DOGE wave, and it still managed to survive in the end. Now we're just waiting to see which big influencer will be the first to come out and say something positive—that will be the real entry signal.

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RuntimeError

· 01-07 06:13

The whale's move this time is indeed a bit suspicious, it feels like they're making the next move.

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LiquiditySurfer

· 01-07 06:10

Whale addresses are doing this, probably laying the groundwork for the subsequent power game.

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CryptoCross-TalkClub

· 01-07 06:07

Oh no, the whales suddenly become active. I’m familiar with this rhythm, it’s the same old trick played by the capital. Betting on BNC to turn things around this time, or else my monologue will be for nothing. Breaking below the 4.7 level would be troublesome, everyone watch out for being trapped. The bears are so fierce, are the bulls still adding positions? Isn’t that asking for death, haha. Migrating to Solana sounds pretty good, hopefully it’s not another empty promise from the bears.

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MetaverseLandlord

· 01-07 06:05

Whales awakening, funding rates skyrocketing—this rhythm... is really setting the stage for a big show.

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OnchainHolmes

· 01-07 05:58

Whale transfers 1.8 million coins overnight, really can't hold it anymore Bullish trapped + bears celebrating, waiting for the trigger point this time If the Solana ecosystem logic can really turn around, the valuation space is indeed large If 4.7 is broken, it's game over, but I bet it can hold A statement from a big V immediately signals an entry, this script is all too familiar

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AirdropHunterKing

· 01-07 05:56

The method of whale addresses awakening is indeed ruthless. I'm just curious how it will rebound after throwing out 1.8 million coins. Watching the bears aggressively add positions, but the bulls are actually increasing their staking. This is the opportunity, the feeling of walking the knife's edge. I've heard too many stories about the Solana ecosystem. As for the valuation recalculation... it depends on whether the TVL can truly increase.

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PriceOracleFairy

· 01-07 05:52

ngl the whale wallets waking up 2h after that announcement screams coordinated move... someone definitely knows something lol

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