2026-01-04 09:40:43

#Strategy加码BTC配置 Monday has arrived, can the market stir up another wave?

$PEPE The past two weeks have remained hot, indicating that there are still stories to tell in the market.

Observing on-chain data is quite interesting—this week's trading volume has significantly increased compared to the previous two months, with the average daily transaction size roughly estimated to have risen nearly 10 times. However, there's a phenomenon worth noting: most hot projects burn out after reaching only 2-3M, then stagnate. What does this imply? It shows that the current amount of capital entering the market cannot support projects with very high market caps.

This feels similar to the period in April and May last year, when black swan opportunities appeared every few days, but each with limited capacity. However, if an opportunity like $NEIRO emerges, the market would probably explode instantly.

Friends still outside the market can pay attention to $PEPE, $DOGE, and $LIGHT. I'll discuss specific entry points in more detail later—don't guess blindly; it's important to grasp the true rhythm.

BTC0,7%

PEPE-0,3%

DOGE-0,58%

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DancingCandles

· 01-06 21:00

A tenfold increase in trading volume sounds impressive, but in reality, the funds can't afford to hold positions at high levels. This situation looks a bit awkward at first glance.

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RektCoaster

· 01-04 14:02

Trading volume has increased tenfold, but capacity still hits the ceiling. This is the current dilemma. To be honest, the lack of sufficient funds to support the market is the real reason to pay attention to the emergence of dark horses.

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LayerZeroHero

· 01-04 10:10

10x trading volume but only burned 2-3M before stagnating, this data point is interesting. Actual feedback shows that the funding situation indeed can't support a large market cap.

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AirdropFreedom

· 01-04 10:01

A 10x increase in trading volume sounds impressive, but it stagnated at 2-3M, and liquidity is still very tight. Major investors are watching cautiously, retail investors are chasing the trend, this rhythm indeed feels like last year. Wait for the emergence of projects like NEIRO, that's when the real testing ground will come.

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AirdropHunterWang