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(浩泽)
🔥 BTC is no longer just a “buy and never sell” story. And that changes everything.
To be honest, the more I think about it, the more interesting it gets.
For a long time, listed companies buying $BTC and $ETH felt like permanent supply leaving the market. They bought, locked the coins away, and investors assumed: “These guys aren’t selling.” That narrative gave retail a lot of confidence.
But reality is more complicated.
These companies have shareholders to answer to, debt to service, dividends to consider, and financial reports to protect. If crypto prices fall hard or cash flow gets tight, that “diamond hands forever” narrative can change very quickly.
That means there’s now another risk hanging over $BTC and $ETH: institutional selling pressure. 🗡️
In the short term, that’s obviously uncomfortable. Knowing a large holder could sell when conditions get ugly adds another layer of uncertainty.
But in the long run, I actually think this is part of a healthier, more mature market.
A market where everyone only buys and nobody sells isn’t sustainable. Real markets need capital to flow in and out. Only through that constant circulation can prices prove whether they have genuine strength.
As for me, I’m currently holding no positions and staying patient.
I’m watching around $62K for BTC and $1,800 for ETH as important areas to defend. I’d rather wait for the CPI data to land, see which direction the market chooses, and then gradually consider going long.
No rush. Let the market show its hand first. 👀📊
#BTC #ETH #Crypto #CPI #Bitcoin
#DailyOrbit
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