#数字资产行情上升 Tonight, the market shows a key signal—traditional safe-haven assets gold and silver suddenly weaken, with gold prices dropping below 4430 and silver plunging nearly 4%.

This phenomenon may seem isolated, but it reveals a major shift in capital flows. When gold and silver, these "safe havens," lose their appeal, investors are seeking new sources of returns. My judgment is that this part of the capital is very likely flowing into risk assets, with the crypto market being the first to benefit.

On-chain data confirms this logic. Recently, I have been continuously monitoring blockchain activity—large Bitcoin addresses are showing obvious signs of accumulation—over 100,000 BTC continuously flowing into accumulation wallets, indicating institutional stealth positioning. Exchange balances have hit a new low for the year, a typical "smart money bottom-fishing" signal. Ethereum is also not calm: on-chain Gas fees suddenly spike, and the lock-up volumes of major DeFi protocols are starting to warm up, with active capital clearly increasing.

The macro perspective is even more interesting. The decline in gold and silver often reflects the US dollar trend or inflation expectations, but what’s more worth paying attention to is the expectation of liquidity release. The Federal Reserve’s rate cut cycle is about to start, and once liquidity easing is implemented, the crypto market is usually the most direct beneficiary—this is a historical pattern.

There is also support from news developments. I have learned from multiple channels that institutional OTC trading volume has surged by 30% this week, with major players accelerating their positioning. This is not scattered retail trading but the actions of well-funded participants ahead of the curve.

In the short term, the adjustment phase of the crypto market is nearing its end. Bitcoin stabilizing above 45K is just the first step; a rebound may follow, and the altcoin season will also kick off accordingly. Don’t be scared by the decline—real on-chain data never lies. All my market turning point judgments last year proved correct, and I am equally confident this time.

Operationally, focus on deploying major cryptocurrencies, while also paying attention to the AI and RWA sectors. Remember an old trader’s saying: the market always starts at the most desperate moment. $BTC