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taishiro
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The market has bounced since this update, with BTC recovering towards $78.4K and ETH reclaiming the $2.3K area.
But the positioning still deserves attention
BTC's recovery looks relatively healthier, with spot demand supporting the move. ETH is also recovering, but open interest is up 3.5%, suggesting fresh leverage is entering
Both are moving higher, but the quality of that buying matters
I want to see ETH spot demand catch up before calling this a stronger recovery #DemocratsWinCongress
市場並不缺乏流動性。更大的問題是資金願意承擔風險的方向。
BTC 顯示出較健康的佈局,現貨流入為 1.366 億美元,合約流出為 7,988 萬美元。這表明有真實的買入興趣,且沒有過度依賴槓桿。
ETH 吸引了雙方資金,但 1.56 億美元的合約流入相比 8,800 萬美元的現貨流入,顯示槓桿在其中扮演了重要角色。 #DemocratsWinCongress



