2026-01-09 01:31:15

The current trend of privacy coins has a clear dominant direction behind it. On one hand, there is continued optimism about ZEC's performance; on the other hand, there is ongoing liquidation in the secondary market, which is a typical pattern of "milk and dump" tactics.

It is worth warning about the dangerous signals of VC openly calling trades. Take Paradigm as an example: after claiming to be the largest holder, it has been continuously hitting new lows. This logic is actually quite brutal—if VC hadn't bought enough, how could they actively call out? Once they make a statement, it essentially means they are announcing: my chips are enough, and next is the harvest. Buying hot news, pouring heavy funds into inviting KOLs to endorse—these operations are, frankly, just to lift retail investors' hopes.

Looking at the entire market from this perspective, the moment when institutions like MSTR and listed companies stop buying and fall silent is when the bottom truly arrives. Currently, their influence has significantly diminished, and their purchase frequency is decreasing, as many holdings are already below net asset value. Judging by this rhythm, the current market is roughly at the halfway point, and the real bottom may not be too far away.

The recent performance of Hong Kong stocks also confirms this point. Although there was a correction a few days ago, Alibaba suddenly surged, indicating that institutional forces are still active in bottom-fishing. Once these large funds complete their chip absorption, a new round of market opportunities will emerge. Interestingly, the first wave was led by Tencent, and this wave is likely to be led by Alibaba. Looking at the holdings rankings of major indices, Alibaba and Tencent sit firmly in the top two, but Tencent's upward elasticity is clearly less robust than Alibaba's—history often repeats in this cycle.

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AirdropF5Bro

· 21h ago

VC calling signals are just a way to harvest signals; I know this routine too well. --- Does paradigm still dare to speak? The chips are already fully loaded. --- Silent institutions are the most frightening; now they are indeed quiet. --- Sipping and selling at the same time, retail investors are still buying the dip, hilarious. --- Wait, can Alibaba really take over Tencent's position this time? --- MSTR isn't making a sound either, what does that mean? --- Are the holdings that broke the net still calling signals? That’s just harvesting the chives. --- The bottom of the half-mountain is only this far away; keep holding. --- That KOL endorsement routine is too low-level; does anyone still believe it? --- After institutions finish absorbing the chips, retail investors will be the next to jump in; old story. --- How can paradigm's "largest holding" start hitting new lows? --- Alibaba turning around? Watch out, don’t celebrate too early.

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ShortingEnthusiast

· 01-10 03:58

VC just dumps whenever they call a buy, I've seen through this trick a long time ago, Paradigm's move was too obvious. It's only the true bottom when institutions stay silent, but right now they're still chattering. It's indeed at the halfway point, but I still think it needs to fall further. Only after Alibaba completes this round of accumulation will the real opportunity arrive.

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Liquidated_Larry

· 01-09 09:05

VC calling signals are just a way to harvest signals; I've seen this routine too many times. Paradigm's recent move is truly excellent; they were actually dumping the market while claiming to be bullish. The bottom is still far away, don't believe these institutions' stories. Wait until MSTR really shuts up before considering bottom fishing. Is it Alibaba's turn again? History really is repeating itself. I'm going to pass on ZEC this time; too many people are just harvesting profits there. Institutional silence = chips are full, retail investors are still catching the bag. Those who are bottom-fishing in Hong Kong stocks are all very smart; I'm just watching the show. Listen to how they talk, doing the opposite is the right move. The judgment at the halfway point is still too optimistic; I think it still needs to fall.

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FromMinerToFarmer

· 01-09 01:59

VC pump signals are just a way to harvest signals; this trick is too old. --- That wave of paradigm operations indeed couldn't hold up, praising and crashing at the same time. --- It's time for institutional silence again; the bottom is not far away. --- Retail investors are still chasing hot topics, while big players have already started accumulating. --- Alibaba's recent moves are interesting; it feels like it's their turn to perform. --- Saying one thing and doing another, just listening to it makes you angry. --- Silence is the real signal; pump signals are just acting. --- MSTR has started to stay silent, which means they understand everything. --- Only after absorbing the chips is the real opportunity. --- Over in the Hong Kong stocks, Alibaba's moves are indeed a bit something.

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VitalikFanboy42

· 01-09 01:58

Is Paradigm starting to hype ZEC again? I've been tired of this routine for a long time—claiming to be optimistic while疯狂抛盘. Old tricks never change. Bottom fishing? Wake up, the real bottom is when institutions are silent. Anyone still placing orders now is just a bagholder. I'll consider getting in when MSTR shuts up. Alibaba's recent surge feels like a move to clear out follow-on traders. Don't be fooled, brother. VCs' words are more deceptive than candlestick charts. Are retail investors in Hong Kong stocks about to get cut again? History always repeats itself so boringly. If institutions really didn't have enough chips, they would have kept hyping. Silence itself is the biggest signal. Tencent might really need to cut positions now; it's Alibaba's turn to harvest. Talking sweetly while selling off—it's just a blatant way to cut leeks.

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AirdropHunter007

· 01-09 01:52

VC signal is just that, a signal. When the chips are enough, it's time to harvest. How many times has Paradigm played this trick? Retail investors are still buying in. Silence is the real bottom. Now that MSTR has calmed down, it indicates there's still hope. This round with Alibaba indeed feels like a good opportunity; Tencent can't hold it up anymore. ZEC is too small of a market; beware of being cut. When institutions start reducing their positions, it's time to run. Don't wait until the net asset value drops below par to regret. Still at the halfway point, there's no need to rush.

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degenonymous

· 01-09 01:46

Paradigm calls should be done in the opposite way, this routine is played out. VC chips are only enough to speak up, this logic is brilliant... Retail investors are just tools for lifting the sedan chair. When MSTR goes silent, the bottom is not far away, but we still have to wait. Alibaba's recent flexibility is indeed more aggressive than Tencent's, history follows this cycle. I see through it but won't say it out loud, but for now, it's still a wait-and-see stage. While boosting and selling, I ask who hasn't seen this routine yet. The moment institutions stop buying is the true bottom, but it's still early.

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CryptoPunster

· 01-09 01:38

It's the same old trick of "raising funds while throwing" again, Paradigm and those guys really treat retail investors as ATMs. As soon as VC opens their mouth, I know I should run. This time I learned to be smart. Waiting for the day when the big shots all shut up, then I'll consider bottom fishing. Now? I choose to watch the show. Still daring to go all-in on the hillside, true warriors indeed. Institutions accumulate shares, retail investors take the bait—this cycle is truly vicious. Can Alibaba turn around this wave? I bet five bucks it can. At this price for ZEC, I am both optimistic and skeptical at the same time. Honestly, for big money games, let's just watch a movie. Silence is the signal; all the calls are just routines. We've been thoroughly educated this time.

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