有朋友提到昨天的速通盘clawstr

我是觉得这是一个很好的信号，但不适合购入，说明：市场对这个叙事有敏感性，但标的物承载不起

还是得等一个东方的神秘力量，或者生态成气候吧。Clawstr是很好的风向标

另外就是，Nostr本身也不是BTC生态的赢家，so are 符文/Atomicals，都没有出圈。上一波BTC生态真正的赢家只有Ordinals/BRC-20/铭文。

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A friend mentioned yesterday's speedrun trading platform, Clawstr.

I think this is a good signal, but not a good time to buy. It indicates that the market is sensitive to this narrative, but the underlying asset cannot support it.

We still need to wait for a mysterious force from the East, or for the ecosystem to mature. Clawstr is a good indicator.

Also, Nostr itself isn't a winner in the BTC ecosystem, so runes/atomics haven't broken out of their niche. The real winners in the last wave of the BTC ecosystem were only Ordinals/BRC-20/Inscriptions.

Author | Jeff Park (Chief Information Officer, Bitwise)
Compiled by Odaily Odaily(@OdailyChina)
Translator | Dingdang (@XiaMiPP)
Editor's Note: On February 5th, the cryptocurrency market experienced another crash, with over $2.6 billion liquidated in 24 hours. Bitcoin briefly plummeted to $60,000, but the market seems to lack a clear consensus on the causes of this decline. Bitwise CIO Jeff Park offers a new analytical framework from the perspective of options and hedging mechanisms.
...

The Black Swan Event Was Actually This: The Real Reason for the Recent Bitcoin Crash

Author | Jeff Park (Chief Information Officer, Bitwise)
Compiled by Odaily Odaily(@OdailyChina)
Translator | Dingdang (@XiaMiPP)
Editor's Note: On February 5th, the cryptocurrency market experienced another sharp drop, with over $2.6 billion liquidated in 24 hours. Bitcoin briefly plummeted to $60,000, but the market seems to lack a clear consensus on the causes of this decline. Jeff Park, CIO of Bitwise, offers a new analytical framework from the perspective of options and hedging mechanisms. [...]

Renowned crypto investor Jack Yi used Aave revolving lending to build a $2 billion ETH position, only to see it crumble during the market crash [...]
The article, "Yi Lihua Completely Sells Off ETH! Trend Research Sells 650,000 Ethereum in a Week, Losing $730 Million," was originally published on BlockTempo, the most influential blockchain ABMedia media.

Yi Lihua completely liquidated his ETH holdings! Trend Research reportedly sold 650,000 Ethereum in a week, incurring a loss of $730 million before exiting the market.