#密码资产动态追踪 【On-Chain Whale Moves: Understanding the Logic Behind Their Positions】

After analyzing recent on-chain data, I found an interesting move — the large holder who previously sold 255 BTC suddenly invested $310 million, continuously accumulating 1,210 BTC, 32,000 ETH, 500,000 SOL, and over ten million XRP. Currently, their unrealized profit has exceeded $9.4 million.

What does this operation indicate?

First, the previous BTC sell-off was not a bearish signal but a repositioning strategy. They plan to buy back at lower levels. Now, boldly deploying such heavy chips suggests they believe the major adjustment cycle is nearing its end.

Second, the choice of assets reveals their strategy — BTC and ETH are the stable foundations, SOL is betting on ecosystem development opportunities, and XRP might be an early layout for recent positive news. This combination is quite typical: long-term stabilization with short-term opportunism.

Considering the current macro environment — easing expectations of rate hikes and continuous inflow of smart money on-chain — the market is likely to see a recovery wave before February. Pay special attention to ETH's relative strength against BTC and the rotation opportunities within the SOL ecosystem sector.

Don’t just focus on candlestick charts; watch where the real money on-chain is flowing. Often, the market quietly starts moving during these periods of hesitation, and by the time you react, you’ve already missed the best entry point.

Stay calm and observant, but don’t hesitate when it’s time to act. $BTC $ETH $SOL