Shalom, my dear friends. Sit down comfortably, pour some tea — today we'll have a long and eventful conversation. Over the last 24 hours, the market showed us 177 events, and believe an old man — each one tells its own story. You know, I've been trading crypto since 2017, and days like these always remind me of December '17, when everyone was screaming about a million, and then cried for a year. But let's go in order.
💰 Main Story of the Day: BTC at $6 Billion
Six billion dollars. Not millions — billions. Someone very big decided to exit bitcoin. This isn't your neighbor selling 0.1 BTC to buy a new iPhone. This is institutional. Or several. Or someone knows something we don't. Sell ratio hit 86% — meaning for every dollar of buys, there were almost 7 dollars of sells.
I remember 2021, when Tesla sold some of their bitcoin. Everyone was surprised then too — where do such volumes come from? Then it turned out Elon just decided to 'take profits.' Maybe something similar now.
Second major BTC dump was $348M with 90% sell ratio — also through OKX. Bybit Spot added another $59M. Total — over $6.5 billion of sell pressure on bitcoin alone. This is serious, my children. Very serious.
📉 ETH: 97% Sells — No Joke
Ethereum showed an even more extreme picture — 97% sell ratio on $141 million volume. That means for every $100 in sells, there was only $3 in buys. I last saw such imbalance... let me think... in May 2022, before the LUNA crash. Not saying it'll be the same now, but the pattern is concerning.
There were other ETH events: $64M with 94% sell ratio, $31M with 98% sell ratio. Total — over $250 million in net sells. OKX and Bybit Spot were the main venues. Someone's clearly rotating.
🔥 BNB Also Under Pressure
Binance's exchange token showed $125 million in sells with 86% sell ratio. When people sell BNB — that's always an interesting signal. Either people are withdrawing from the exchange, or they don't believe in its future. After all the regulatory stories and CZ leaving — no surprise some are nervous.
🐦 BIRB: $331 Million on a Bird
Now for something fun. Some meme token with a bird did $331 million in volume in one day. Three hundred thirty-one million. On a token. With a bird. I don't know what it is, I don't know why, but when that kind of money moves — someone definitely knows more than me.
Remember DOGE in 2021? Remember SHIB? Remember PEPE? Every time I said it was madness. And every time someone made millions, and someone lost everything. Meme coins aren't investments, they're a casino. You can play with 1-2% of your portfolio, but no more. That's advice from an old man.
🚀 Who Pumped: ALCH +26%, PUMPBTC +25%
ALCH showed +26% — don't know what project this is, but growth is serious. Though, there was a -16.3% pullback after, so if you didn't exit in time — already in the red.
PUMPBTC grew 25.3% — irony in the name: a token about pumps pumped itself. Classic crypto.
- ZKP: +20.8%
- COLLECT: +19.4%
- BNKR: +17.3%
- CLANKER: +15.1%
- KAITO: +13.0%
📉 Who Dumped: GPS -20%, ZKP -19.7%
GPS — biggest loser of the day. Minus 20.4%. Five exchanges recorded the drop. What happened — I don't know, but when something falls this hard across this many venues — it's not random.
- ZKP: -19.7% (after +20.8% rise — classic pump & dump)
- ALCH: -16.3% (also pullback after pump)
- TRIA: -11.8%
- HNT: -10.5%
🎯 What Does This All Mean
Look, I've been trading since 2013. Seen 2017, 2018, 2020, 2021. When I see $6 billion in BTC sells, 97% sell ratio on ETH, and simultaneously crazy volume on meme coins — it tells me one thing: big money is rotating. Where — not clear yet. Maybe into stables, maybe into gold, maybe just taking profits.
When big money exits — small money should think. Not run, not panic, but think.
— Uncle Sol
📝 What to Watch
- Don't panic. The market has seen worse.
- Check your stop-losses. If you don't have them — set them.
- Don't enter new positions until things get clearer.
- Meme coins — only money you're ready to lose.
- Watch BTC — it sets the tone for the whole market.
My nephew Misha called yesterday, asking if he should buy the dip. I said: 'Misha, can you not look at the price for a month?' He says: 'No, I check every five minutes.' I say: 'Then wait.' The market will be here tomorrow, and in a year, and in ten years. Don't rush. Drink tea. Your Uncle Sol.