‍#深度创作营

#加密市场反弹
A crazy day in the markets! The timing of this recovery is almost cinematic—as legal pressure mounts, the “invisible hand” that slapped the market every morning seems to have retreated.

Here’s a summary of the current chaos and what it means for your portfolio:

1. The “10 O’Clock Mystery”: Coincidence or Court Precaution?

The disappearance of the 10 o’clock sell-off is the talk of the town. For months, investors joked (and cried) about the systematic sell-offs that occurred as the US market gained momentum.

The Catalyst: The lawsuit against Jane Street, alleging insider trading during the 2022 Terra crash, has put the firm under heavy scrutiny.

Market participants are speculating that if an algorithm was indeed responsible for these timed declines, it may have been “stopped” during the course of the lawsuit to avoid further regulatory scrutiny or evidence of a “pattern.”

While the correlation is striking, some analysts argue that this is simply a "risk-taking" rotation stemming from oversold conditions. However, the psychological relief of a "no-deposit" morning is clearly triggering this rise.
2. BTC at 70,000: Reversal or "Dead Cat" Rebound?

Bitcoin breaking $70,000 is a massive psychological victory, but the technicals suggest we aren't out of the woods yet.

The Bull Case: BTC is finally snapping a multi-week decline. Combined with Nvidia’s blockbuster earnings (beating revenue expectations by billions) and Circle’s positive reports, the "AI + Liquidity" narrative is back in full force.

The Bear Case: We are still technically in a consolidation range ($60k–$72k). To call this a True Reversal, we need to see BTC hold $70,000 as support and push toward $74k–$76k. Until then, it could still be a "relief rally" intended to trap late longs before a final sweep of the lows.
3. Top Picks: Where is the Alpha?

Under this "rhythm," the market is favoring high-utility and high-momentum ecosystems over pure speculation:

SOL (Solana): Leading the pack with 13-15% gains. It remains the favorite for retail liquidity and "real yield" narratives.

ETH (Ethereum): With the focus shifting back to institutional reliability and a potential "catch-up" trade, ETH's 13% surge shows it’s still the king of decentralized finance.

AI Tokens: Given Nvidia’s earnings strength, tokens like FET (ASI) or RNDR often see secondary pumps as the "AI narrative" spills over from TradFi.
My Take: The market was looking for an excuse to rally, and "The Lawsuit that Stopped the Dump" provided the perfect spark. Keep a close eye on the Friday options expiry ($10.5B)—that will be the real test of whether $70k is a floor or a ceiling.
‍$BTC $ETH $SOL