财库继续买，ETF挑着买，老鲸往交易所转币，还有大户扛着3000万浮亏。
最近的钱，还是没往一个方向走。
① 财库｜继续囤
10月5日披露：Strategy增持334枚BTC，总持仓848,000枚（浮盈约90.59亿美元）
Strive增持2000枚，总持仓29,462枚（浮亏约1.85亿美元）
Bitmine增持15,112枚ETH，总持仓6,016,414枚（浮亏约37.3亿美元）
② ETF｜BTC进，ETH出
上周（美东9月28日至10月2日），美国现货BTC ETF净流入约2.41亿美元，连续三周净流入；ETH ETF净流出约1.38亿美元。
③ 链上｜老鲸转币
今天一名远古巨鲸向Coinbase充值13,330枚ETH，约3637万美元，据监测，其持仓成本约11.61美元／枚。
④ 合约｜空头也在扛
今早8:19，一名巨鲸持有约7.8万枚ETH空单，开仓均价2340美元，浮亏约3029万美元。
有人囤币，有人准备兑现，也有人赌回调。
别人的财库能熬几年，你的合约可能熬不过一根针。
数据为各披露时点快照，仅作信息分享，不构成投资建议。
Bitcoin人生
The treasury is increasing its positions, ETFs have inflows and outflows, and some big players are accepting losses.
Recent funds have not moved in a single direction.
① Treasury｜Continuing to accumulate
Disclosed on September 28: Strategy increased its BTC holdings by 1,665 last week, with a total holding of 847,666; Strive increased by 1,107, totaling 27,462; Bitmine increased ETH holdings by 17,362, pushing total holdings beyond 6 million.
② ETF｜BTC inflow, ETH outflow
On September 29 Eastern Time, the US spot BTC ETF had a net inflow of about $66.19 million, marking nine consecutive trading days of net inflows; ETH ETF had a net outflow of about $2.81 million.
③ On-chain｜Some are waiting, some are adding
Early this morning, a whale placed a buy order of about $45.2 million, waiting for BTC and ETH to pull back, but it has not yet been executed.
Another ENA address bought twice within three days, investing a total of about $10.29 million.
④ Contracts｜Some are also accepting losses
Boomer exited altcoin long positions worth over $31.1 million, losing about $1.25 million, then shorted ZEC and NEAR.
My feeling: Treasury holds for the long term, contracts are for short-term trading; you can't use someone else's long-term buy to boost your own high leverage.
Data are snapshots from various reporting periods, for information sharing only.
Disclaimer: OKX Orbit content is provided for informational purposes only. Learn more
