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峰哥的交易日记
峰哥的交易日记
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4.5美元的NEAR,你敢追吗? 先看表面:涨疯了,但开始喘了。 过去7天涨60-90%,30天翻倍,从2美元一路干到4.8,24小时成交爆量。但日线RSI已经80,价格远离EMA20(3.0-3.1),高点4.75-4.80遇阻,现在4.2-4.5震荡消化。短期过热,但周线月线还是多头。 第一件事:NEAR Intents爆量,这不是概念,是真金白银。 累计跨链成交超300亿美元,单日峰值超3亿,周成交8-10亿。Confidential Intents(隐私意图)TVL突破7000万,触发激励快照。 NEAR已经不是那个只会喊“高性能L1”的公链了。 它变成了链抽象+跨链执行+隐私交易的怪物。85%的收入来自Intents层,协议收入回购NEAR,捕获率30%。 第二件事:隐私永续上线,直接对接Hyperliquid引擎。 9月17日前后,near com默认开启隐私永续,支持多链资金一键入场、隐藏来源与订单。同时接入Ondo的代币化美股和ETF。 大户和机构可以在链上偷偷建仓,没人知道。 这是刚需。 第三件事:但7天涨90%,宏观在泼冷水。 BTC在8.3-8.7万震荡回落,10年期美债收益率站上5%,PMI超预期推高加息预期。加密总市值回落,杠杆高,获利了结。 NEAR之前能脱钩,靠的是自身催化。但短期很难完全免疫大盘回调,资金费率偏高(多头付费),追高就是给狗庄送钱。 多空对决,你自己看 一边是: Intents累计300亿成交,真实收入回购 隐私永续+Ondo合作,机构级产品落地 通胀降至2.5%,70% Gas销毁,2026年2月费用开关 周线月线多头,突破3.5-3.8整理区,趋势加速 创始人AI背景,Agentic Economy叙事 一边是: 日线RSI 80,超买+背离,短期动能减弱 4.75-4.80三次没过去,阻力强 原生链上活跃一般,收入靠Intents一层 部分TVL与ZEC等资产挂钩,有联动风险 BTC若跌破8.2万,NEAR大概率跟跌 上方阻力:4.55-4.60 → 4.75-4.80(前高)→ 5.00-5.45 下方支撑:4.20-4.25(短期)→ 4.10 → 3.80-4.00(前突破区) 操作策略 短线选手: 等回踩4.20-4.25企稳(放量阳线或小时止跌)小仓试多,止损4.05-4.08。目标4.75-4.80先出一半。突破4.80再追,止损4.55,看5.20-5.45。 波段玩家: 等回踩3.85-4.00前突破区确认支撑再加,目标5.20-5.45,更远6-8需要大盘配合+Intents持续放量。跌破3.50-3.60周线关键位,趋势转弱,离场。 长线信仰者: 4.5以下分批定投,当成“链抽象+AI+隐私”的三合一怪兽来拿。 空头/对冲: 反弹4.55-4.65或4.75量能不足,轻仓空,止损前高上方,目标4.20甚至4.00。 最大风险:BTC跌破8.2万。 一旦加速下跌,NEAR跟跌没商量。 NEAR现在就像2021年的SOL—— 所有人都觉得它只是个L1,结果它变成了链抽象+AI+隐私的怪兽。 4.5不是顶,是你最后一次在4字头拿货的机会。 4.5这个位置,你敢上车吗? $BTC $ETH $NEAR #BTC冲高回落,市场轮动开始了吗?
峰哥的交易日记
峰哥的交易日记
LTC at $66, do you dare to chase? First, look at the surface: the market is crashing, but LTC is rallying against the trend. BTC dropped to 83,000, ETH and SOL are all down, yet LTC surged from 59 to 69.5, spot trading volume exploded to 950 million, and contract OI soared to 500 million. The daily chart broke through the 64-65 resistance zone, standing above all moving averages. The veteran payment coin is about to revive, don’t miss out. First thing: real money is moving on-chain, not just wash trading. Litecoin Foundation disclosed: after adjustment, the daily economic transaction volume exceeded 1 billion USD, about 17 million LTC transferred on-chain, accounting for a very high proportion of circulating supply. Spot volume has tripled compared to September 18, and contract OI rose simultaneously—spot absorption plus leveraged entry, a typical capital ignition. Second thing: ETF expectations are quietly being priced in. Grayscale is pushing LTC Trust to convert into a spot ETF (LTCN/NYSE Arca), and Canary’s LTC ETF also saw net inflows in September. Fidelity Digital Assets emphasized LTC’s faster block times, making it more suitable for payments. TC is now "digital silver," and once the ETF lands, institutional funds will flood in, leading to a direct revaluation. Third thing: the halving window has entered the countdown. LTC total supply is 84 million, circulating 77.64 million, with 92.4% mined. The next halving is around July 2027, reducing rewards from 6.25 to 3.125. Historical experience: 6-12 months before halving, capital prices in advance. We are just entering this window. Market cap is only 5.2 billion, ranked just above 20, relatively cheap compared to BTC/ETH like cabbage. Bull vs. bear, you decide On one side: On-chain daily transfer of 1 billion USD, 17 million LTC turnover Grayscale + Canary ETF advancing, institutional channels opening 6-12 months pre-halving pricing window opens Spot volume tripled, contract OI soared, real money entering On the other side: Daily RSI 72-80, stochastic near extreme, short-term seriously overheated 10-year US Treasury yield 5.11%, rate hike expectations revised up, macro liquidity drained BTC dropped to 83,000; if it breaks 82,000 again, LTC will struggle alone 66 has already eaten the fattest segment, chasing longs has a poor risk-reward ratio Resistance above: 69-71 (today’s high + round number) → 74-76 Support below: 64.5-65.5 (breakout retest) → 61-62.5 (this morning’s platform) → 58-59 (trend defense) Trading strategy Short-term players: Wait for a pullback to 64.5-65.5 before entering, stop loss at 61 (exit if daily close breaks down), first target 69-71 to take half off. If unable to break 69 and 4-hour candle shows a long upper shadow, lightly short with a target back to 65-66. If it holds above 71 with volume, immediately admit mistake. Swing traders: Wait for daily close above 64 before entering, pullback to 61.8-62.8 is a better low entry zone. Target 74-76, use dynamic take profit. Long-term believers: Blindly dollar-cost average below 60, betting on ETF landing + continuous capital inflow before halving. Target 100+, but remember—the halving is in 2027, don’t fantasize about $400 now. At $66, test positions should be 20-30%, heavy positions reserved for 65/62 pullbacks. If there’s unrealized profit, move cost basis near 64.8 to avoid losing profits to 17% volatility. LTC now is like Bitcoin in 2020— 99% think "old coins have no story," but once ETF advances, institutions buy heavily. On the day it breaks 71, you’ll realize: It’s not that LTC is weak, it’s that you chased at the top of a big bullish candle. At $66, do you dare to chase? $BTC $ETH $LTC #BTC冲高回落,市场轮动开始了吗?

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