2025-11-20 08:00:37

#美股2026展望 💰 A Cool Reflection After the Market Turmoil: BTC or ETH, Which is the True Safe Haven?

If you were watching the market last night, you must have witnessed that thrilling long wick. As NVIDIA's earnings report exploded, the Federal Reserve was embroiled in endless disputes, and dramatic twists unfolded in the corridors of power in Washington... these seemingly unrelated events are weaving a huge net that affects the crypto market.

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📊 Bitcoin: The Digital Fortress in Chaotic Times

Federal Reserve officials are at odds, with accusations of "acting too late" becoming increasingly vociferous, but Bitcoin's price movements provide an answer. On-chain data shows that the frequency of whale address movements has surged by 300%—every major pullback sees institutional funds quietly accumulating. The spot ETF holdings are steadily increasing; this is not speculation, it's conviction. In the long run, holding BTC is a bet on the entire decentralized future. Did the support level break? That might be a gift prepared for steadfast holders.

⚡ Ethereum: The Invisible Beneficiary in the AI Wave

NVIDIA's Blackwell chips are in short supply, and the demand for AI computing power is exploding—while the Ethereum ecosystem happens to be at the forefront. The narrative of DePIN( decentralized physical infrastructure) combining with AI is fermenting, and the spot ETF applications from BlackRock and Fidelity are entering a crucial stage. High gas fees are indeed a headache, but the ecological explosion is the core logic. Once the upgrade is completed, $900 may just be a waypoint. In this cycle, the imagination space for ETH is far more than the current price.

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🎯 Three signals to pay attention to tonight:

• If NVIDIA's earnings report exceeds expectations → the AI sector will lead to a surge in the ETH ecosystem
• If the Federal Reserve releases a "data vacuum period" signal → BTC's safe-haven attribute is fully activated
• If mainstream exchanges release new data → platform tokens may experience fluctuations

📋 Operation ideas for reference:

• The BTC spot is the main position, key support levels are to be added in batches.
• Focus on AI + DePIN ecosystem project layout for ETH
• Avoid chasing high prices with a full position; the pyramid building method is always better than going all in.

💬 Leave a question:
Are you panicking during this adjustment? Or have you quietly positioned yourself at a low level? The believers hold onto BTC, while the ecosystem players heavily invest in ETH? Those who dare to disclose their cost in the comments are all seasoned veterans who have weathered many storms.

$BTC $ETH

(Risk Warning: The market changes rapidly, and no strategy constitutes investment advice. Controlling your position is more important than seizing opportunities)

BTC1.98%

ETH2.1%

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GasFeeCrier

· 2025-11-23 06:15

Whales are accumulating, and I will follow suit; let's see who holds on tighter.

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AlgoAlchemist

· 2025-11-23 06:11

I also saw the whale accumulation this time and went all-in on BTC spot last night. I've said it before, a drop is just a buying opportunity, and I was right again. AI+DePIN on the ETH side is definitely worth paying attention to, but I still think BTC is more stable. Panic? Not at all. This is all laying the groundwork for the next bull market.

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ApeEscapeArtist

· 2025-11-20 08:28

I didn't sleep last night, and looking at the data on Whale Accumulation, I know this wave is not simple. I've quietly increased my position. Institutions are lying in ambush, and retail investors are afraid, it’s always like this. I haven't sold BTC and ETH, but I know in my heart that BTC is the final fortress. Has the support level been broken again? Then it’s even more reason to buy, there aren’t many bargains left. The story of ETH is told well, but we still have to see the reaction of the AI zone, don't be fooled by the narrative. I just asked, those who dare to say their cost are tough characters, I don’t dare. That long wick candle last night really made a lot of people miss gains, what a pity. Friends with a Full Position should be crying now, the pyramid is the true way. This round of adjustment is screening people to see who can survive until the next cycle. I'm quite optimistic about the combination of DePIN + AI, but we still have to wait for BlackRock's attitude. I've seen enough of the Fed's show, the data is still the most honest.

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MultiSigFailMaster

· 2025-11-20 08:22

Whales are accumulating, and I'm chasing the price. Why is there such a big gap, haha --- That long wick candle last night was indeed scary, but when the support level broke, it felt more solid --- The DePIN+AI wave in the ETH ecosystem sounds outrageous, but who can blame the shortage of Blackwell chips --- To be honest, those who are fully positioned now are all gamblers; I'm just replenishing my margin in batches and waiting --- Both the belief faction and the ecological faction have their reasons, but I hold both; it's really exciting to have a bit of everything --- The Fed is constantly at odds, while BTC is making money happily; this is the property of a safe haven --- Gas fees are indeed annoying, but if ETH really upgrades and reaches 900, that's also a starting point; thinking about it is still somewhat interesting --- Institutions are accumulating 300%, and I'm just nibbling on the crumbs; small amounts are still part of the strategy --- I lost a bit last night, but seeing the whales buying gives me confidence; in the long run, I still believe in BTC

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NewDAOdreamer

· 2025-11-20 08:21

The long wick candle yesterday almost scared me to death, but watching the Whale accumulate at the low level made me feel more secure; anyway, I'm not selling.

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ParanoiaKing

· 2025-11-20 08:14

I see a lot about whales accumulating, just afraid of becoming a dumb buyer. --- It's true to lay out positions at low levels, but chasing the price with a full position is foolish; this wave is indeed a bit fierce. --- I've been hearing about the DePIN narrative of ETH for over a year, but as for real implementation, let's see what the data says. --- Is breaking the support level a gift? Ha, anyone who believes that will lose money; reality is just that harsh. --- The Spot ETF is steadily rising, which indeed doesn't seem purely speculative, but during this adjustment, don't be too greedy. --- The BTC's hedging property is fully activated, but the Fed really needs to send a signal for it to count; just talking is useless. --- Building a position in a pyramid sounds right, but in practice, it's still hard to manage the mentality; stop loss is the hardest part. --- Last night's long wick candle made me lose my mindset, so I just laid flat; after all, it can't be changed. --- AI chips are exploding; can the ETH ecosystem catch up? That's a question mark. --- Gas fees are still stuck there; talking about ecosystem explosion is premature; let's fill this pit first.

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