2025-12-27 16:24:25

Christmas holiday global multi-market closures, with the US stock market seemingly becoming an island. During this period, liquidity is structurally lacking, and the crypto market has also weakened, continuing to fluctuate and consolidate.

It is worth noting that the interest rate market has recently remained stable, with ample liquidity, and current economic policies are showing good results. No unexpected bad news has emerged.

Not long ago, the largest BTC options settlement in history was completed—$23.7 billion in notional value. However, after the settlement, there was almost no turbulence, with orderly pressure release, and subsequent settlement prices even rose.

Another detail is that mining giant BitMine is steadily advancing ETH staking, having deployed assets worth $400 million, demonstrating strong long-term execution. Meanwhile, large investors continue to add positions in DeFi tokens such as LDO, PENDLE, ENA, and ETHFI, suggesting a new operational approach may be brewing behind the scenes.

As the holiday approaches its end, it might be wise to wait patiently, and continuing to invest steadily on dips could be a good strategy.

BTC0,2%

ETH0,19%

LDO1,61%

PENDLE-0,36%

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ZeroRushCaptain

· 15h ago

Damn, 23.7 billion in options settlement, is that all? I thought it would be cut in half, the reverse indicator is also malfunctioning. --- Big players secretly increasing their DeFi positions, I didn't see any new ideas, but I did see my new pitfall. --- Dollar-cost averaging, every day investing, until I also put in the last time I bottomed out my coffin fund. --- What does it matter if there's a lack of liquidity during the holiday? My account liquidity is even more lacking, to the point of zero balance. --- Regarding BitMine deploying 400 million ETH for staking, why do I feel they are more eager than me to cash out? --- An island is so fitting; it's just me here struggling against myself. --- Pressure is being released in an orderly manner, and my blood pressure is also rising in an orderly fashion, balancing out.

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OfflineNewbie

· 15h ago

Holidays are indeed dull, not much market activity to watch... But the smooth settlement of 23.7 billion has made it feel like chips are being reshuffled. BitMine's $400 million ETH staking—what story is that telling? Big players are still quietly adding to their DeFi positions. Should I follow or wait? I've been listening to dollar-cost averaging during dips for a long time, but I just can't bring myself to sell and execute. With liquidity missing lately, there's no point in messing around. Just wait and see. So many people are deploying in DeFi—could this be the eve of another wave of harvesting retail investors... Holidays are almost over, and the real market might start after they end. Honestly, I can't quite understand this wave of market movements, but just holding on is the way to go.

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