Post

Back to deliverables

十

十一Eleve

@EleveResearch

开始定投抄底 Crypto 按照刻舟求剑的四年周期去看，时间也差不多进入底部区间了 BTCDOM 我倾向于已经进入顶部区域，链上估值、持币者亏损、矿工收入和市场情绪，也开始密集出现周期底部的特征更重要的是，Crypto 的流动性已经差到让我绝望了，前天看到市场流动性那么差意识到了这个问题新币没人接，山寨没有持续买盘，整个市场的注意力和增量资金都在被美股抽走。现在当然还看不到流动性真正回归，但我暂时也看不到它继续大幅失血的空间了 —————— 所以我准备以四个月为周期，建立现货仓位计划最终用总资金的60%配置现货，目标比例： BTC : ETH : BNB = 3 : 1 : 1 不考虑山寨了，选取山寨头子 ETH 作为山寨的风险敞口，BNB 更多的还是因为相信币安和大部分钱都是币安赚的其中75%的计划仓位，通过未来四个月持续定投完成；剩下25%保持为现金，在市场出现明显大跌时手动买入判断不了这里就是最低点我的判断只是按照现在所处的时间、估值和流动性位置，继续向下承担一段亏损，与向上进入下一轮周期相比，这里的盈亏比已经进入我的可接受范围后面继续跌，我还有现金如果最坏的结局真的是 Crypto 从这里彻底结束，那就当把从 Crypto 赚到的钱，拿一部分反哺原生家庭了

场内小币流动性太垃圾了 $Grvt 盘前预期是会在九点空投释放和十点交易所开盘跌两波盘中预期空投量很少 0.28 开始建仓过程中交易所开盘低开换仓到交易所降低了成本所内过了一小会又比 BSC 链上高 5% 再次换仓发现 Grvt 自己所内由于承接流动性不足折价特别严重继续换仓到 Grvt 所内 OKX 开合约后在有价差的情况下逐步换仓到合约继续降捏妈妈的微操一天没赚两个子上了韩所和合约基本没涨幅新币真的没人玩了，流动性野狗一条 1.5x 做多睡眠了

5:14 AM · Aug 2, 2026 · 6.4K Views

1 Reposts 24 Likes 5 Bookmarks

34 replies collected of 83 X reports

LDec123🐬TermMax @LDec123 · Aug 2

@EleveResearch Let's interact!

original · zh

@EleveResearch 互动起来

爆

爆幣貓BaoBiCat🌊RIVER🐬TermMax @Wayne_1175 · Aug 2

@EleveResearch 看你笑的好開心啊~

JASon @BrgMtv · Aug 2

@EleveResearch Great! What I'm most interested in is which AI was used to create this image.

original · zh

@EleveResearch 不错，我最关心的是，这张图是用哪个AI做的

1 1

橘

橘子🐬| 买美股上币安 @Jz_kuku · Aug 2

@EleveResearch This is a great opportunity to build a position!

original · zh

@EleveResearch 这是建仓的好机会！

潇

潇左少年 @beida985 · Aug 2

@EleveResearch I've also started a three-month fixed investment plan, choosing BTC and MSTR.

original · zh

@EleveResearch 我也开始三个月的定投了，选的是btc和mstr。

0xSakura樱花.Ai🌸 @0xsakura666 · Aug 2 21K

@EleveResearch I've also started configuring BTC + ETH.

original · zh

@EleveResearch 我也开始进了先配置btc+eth

1 1

月

月半 @yueban07 · Aug 2

@EleveResearch, I'll give you a million.

original · zh

@EleveResearch 跟你一百万

1 1

苇

苇杭 @0x_weihang · Aug 2

@EleveResearch I guess I can only dollar-cost average into BECHUA and just have to wait it out, the bombshells haven't all blown up yet.

original · ja

@EleveResearch 只能定投BECHUA 在熬一熬吧，雷还没爆完

Putri rimbawat @PutriRimbawat · Aug 2

@EleveResearch Why not consider crypto stocks, teacher?

original · zh

@EleveResearch 怎么不考虑币股，老师

幻

幻灵🌸 @HeddaGreyrant · Aug 2

@EleveResearch I'm so cheesy 🛼🎮 Anyone want to give me a sharp critique of my luck?

original · zh

@EleveResearch 我果然太涩了🛼🎮有人想锐评一下我的福嘛

Kaff 📊 @Kaffchad · Aug 2 30K

@EleveResearch What's your strategy for handling potential further declines?

0xJAY.eth 🔮 @wu38288471 · Aug 2

@EleveResearch Is there no future in knockoffs? I want to buy Pepe Ena ondo.

original · zh

@EleveResearch 山寨没前途了吗，想买pepe ena ondo

紫

紫寒🌸 @SherryHughc8oh · Aug 2

@EleveResearch I bet nobody's more adventurous than me 😛🦋 I'm not as smug as you think, just look!

original · zh

@EleveResearch 应该没人比我玩的开了吧😛🦋 我福不黑不信你看

听

听风🌸 @Margueritezgnh · Aug 2

@EleveResearch I bet nobody's more adventurous than me 😢🥖 I'm not as smug as you think, just look!

original · zh

@EleveResearch 应该没人比我玩的开了吧😢🥖 我福不黑不信你看

紫

紫菡 @BonnieTedxz8f · Aug 2

@EleveResearch I bet nobody's more adventurous than me 🛼🥒 My luck isn't bad, you'll see!

original · zh

@EleveResearch 应该没人比我玩的开了吧🛼🥒 我福不黑不信你看

诗

诗蕾🌸 @AdaWinifrelgi5 · Aug 2

@EleveResearch I'm so cheesy 🌛⚾ Anyone want to give a sharp critique of my luck?

original · zh

@EleveResearch 我果然太涩了🌛⚾有人想锐评一下我的福嘛

丹

丹萱 @MollyPricexhvs · Aug 2

@EleveResearch I'm so cheesy 🍨🥟 Anyone want to give me a sharp critique of my luck?

original · zh

@EleveResearch 我果然太涩了🍨🥟有人想锐评一下我的福嘛

星

星月🌸 @AbigailOni3i7m · Aug 2

@EleveResearch I bet nobody's more adventurous than me 🍌🤩 I'm not shameless, just look!

original · zh

@EleveResearch 应该没人比我玩的开了吧🍌🤩 我福不黑不信你看

星

星空体育【注册送100】 @crisantaduran · Aug 2

The part in @EleveResearch's post that "time is almost at the bottom range" really resonated with me.

original · zh

@EleveResearch 这篇里“时间也差不多进入底部区间了”最戳我

碧

碧菡🌸 @SetllaCoopsi3a · Aug 2

@EleveResearch I bet nobody's more adventurous than me 🐮🩻 I'm not as smug as you think, just look!

original · zh

@EleveResearch 应该没人比我玩的开了吧🐮🩻 我福不黑不信你看

碧

碧莹🌸 @SophiaLongdnxi · Aug 2

@EleveResearch I'm so cheesy 🎊🧠 Anyone want to give me a sharp critique of my luck?

original · zh

@EleveResearch 我果然太涩了🎊🧠有人想锐评一下我的福嘛

双

双赢彩票【注册送100】 @GlobesByJugs · Aug 2

@EleveResearch I'm more concerned about realizing this issue after seeing how poor market liquidity was the day before yesterday.

original · zh

@EleveResearch 我倒是更关心前天看到市场流动性那么差意识到了这个问题

映

映容 @WendyLeelenc · Aug 2

@EleveResearch I bet nobody's more adventurous than me 🎹🤌 I'm not shameless, just look!

original · zh

@EleveResearch 应该没人比我玩的开了吧🎹🤌 我福不黑不信你看

暗

暗香🌸 @XantheBeauquc3 · Aug 2

@EleveResearch I bet nobody's more adventurous than me 😋🐱 I'm not as smug as you think, just look!

original · zh

@EleveResearch 应该没人比我玩的开了吧😋🐱 我福不黑不信你看

曼

曼文 @JocelynAndhnkb · Aug 2

@EleveResearch I bet nobody's more adventurous than me ⚾🍩 I'm not shameless, you'll see!

original · zh

@EleveResearch 应该没人比我玩的开了吧⚾🍩 我福不黑不信你看

水

水瑶🌸 @JosephineGtytq · Aug 2

@EleveResearch I'm so horny 🛹🎗️ Anyone want to give me a sharp critique of my luck?

original · zh

@EleveResearch 我果然太涩了🛹🎗️有人想锐评一下我的福嘛

春

春翠🌸 @JuneMacaul8ctp · Aug 2

@EleveResearch I bet nobody's more adventurous than me 🍒🍟 I'm not shady, you'll see!

original · zh

@EleveResearch 应该没人比我玩的开了吧🍒🍟 我福不黑不信你看

忆

忆寒 @KittyMacDodsfh · Aug 2

@EleveResearch I bet nobody's more adventurous than me ⛳🍉 I'm not shameless, just look!

original · zh

@EleveResearch 应该没人比我玩的开了吧⛳🍉 我福不黑不信你看

清

清浅 @JodieWyldee6zd · Aug 2

@EleveResearch I bet nobody's more adventurous than me 🧗🥟 I'm not as smug as you think, just look!

original · zh

@EleveResearch 应该没人比我玩的开了吧🧗🥟 我福不黑不信你看

雨

雨真🌸 @ReneeSimonbvep · Aug 2

@EleveResearch I bet nobody's more adventurous than me 🤌🌦️ I'm not shameless, just look!

original · zh

@EleveResearch 应该没人比我玩的开了吧🤌🌦️ 我福不黑不信你看

Yousaf @Yousaf9066 · Aug 3

@EleveResearch u again?

白

白晴🌸 @FayKattepacy · Aug 3

@EleveResearch I bet nobody's more adventurous than me 🏑💻 I'm not as shady as you think, just look!

original · zh

@EleveResearch 应该没人比我玩的开了吧🏑💻 我福不黑不信你看

觅

觅亦 @JeanJasperitqb · Aug 3

@EleveResearch I'm so cheesy 😺🥺 Anyone want to give me a sharp critique of my luck?

original · zh

@EleveResearch 我果然太涩了😺🥺有人想锐评一下我的福嘛

Ru7.ai @Ru7Longcrypto · Aug 3 42K

@EleveResearch The puppy is so cute

original · zh

@EleveResearch 小狗好可爱

2 replies whose parent comment X withheld

潇

潇左少年 @beida985 · Aug 2

@EleveResearch MSTR is basically equivalent to 3x Bitcoin spot leverage. The risk is that MSTR's "no-sell" guarantee will be broken this round, and the narrative won't be as appealing anymore. 😂

original · zh

@EleveResearch mstr基本相当于3倍的btc现货杠杆，风险就是这一轮mstr的“不卖金身”被破了，叙事不性感了😂

十

十一Eleve @EleveResearch · Aug 2 20K

@beida985 There's an extra layer of risk; it's better to hold onto in-stock items.

original · zh

@beida985 多一层风险了还是拿好现货吧

These were collected in full; the comment they answer was not returned by X.