Time to turn up the difficulty for Tom Lee and Yi Lihua…
1⃣ $BTC is holding up okay. After chopping below $75k, it rebounded back above $78k. Next key test: can it break through $80k?
2️⃣ $ETH is rough — still grinding lower, now around $2,300.
Yi Lihua’s unrealized loss has exceeded $500M.
Tom Lee’s cost basis is $3,849, and another on-chain fund run by Garrett Jin has already been liquidated… brutal.
3️⃣ $SOL views are now completely polarized.
Some strategies are bearish, targeting around $50.
Others are aggressively short-term bullish, watching $105–$105.5 as support.
Suggestion: only probe with small positions, no YOLO.
4️⃣ #Silver — I’m seeing more and more strategies turning bullish on silver.
Key support is $78, with expectations of a large-scale pump.
5️⃣ The U.S. and India have reached a trade arrangement, with U.S. tariffs on Indian goods cut from 25% to 18%.
6️⃣ @cz_binance: Binance did not sell $1B worth of BTC. The SAFU fund will gradually buy Bitcoin over the next 30 days.
7️⃣ The Crypto Fear Index has rebounded to 17, but it’s still firmly in the “Extreme Fear” zone.
8️⃣ Santiment: Retail pessimism has reached extreme levels — the market may be setting up for a technical rebound.
9️⃣ Galaxy Digital’s Head of Research: Bitcoin could still dip further toward $70k, or even test $58k.
🔟 Tom Lee: Crypto may be forming a bottom, as selling pressure is gradually losing momentum.
This drawdown has lasted longer and gone deeper than most people expected.
A lot of folks underestimated the time dimension of the market — and paid for it.
At this stage, trading less and focusing on extreme levels might actually outperform most people.
