# Bitcoin — X 热门讨论 (2026-09-12 06:11 UTC)
## @cryptoklotz (doug funnie) · 09-11 19:18 · ♥765 ↻87 💬77 Hard agree here.
I always heavily encourage people to take profit (especially if up a meaningful/life-altering amount), but
The phase of the market we're in matters... a lot
There are three buckets: -Below ATH -Just underneath or just barely past ATH -Past ATH
Right now we're at the earliest phase of "Below ATH".
We're 50k below ATH. And I think a lot of people have expectations (and the expectations of a large group matter, in markets) of going 50k above the prev ATH
Which is to say.. we're insanely early.
I liken the Bessent yield curve control tweet (ie "gov is gonna inject a ton of money into markets) as analogous to when the intern leaked the BTC ETF news last cycle:
There was a BIG impulse up, but then things stalled out, and spent a few weeks slowwwly letting some of the air out of the balloon. But that didn't matter - it was the market tipping its hand to what it *was* going to do under the approval.
Sound familiar?
If we were cruising around the previous ATH, maybe between 115k, or just past it at 130k, I might be a lot more cautious and measured. I think there's still conviction there that we're going substantially higher (why else would we be here, right? if BTC doesn't go above its previous ATH, the entire industry is cooked)
And I'd be especially cautious, and actively shaving off/selling anywhere above that (130, 140, 150k, etc)
But selling and sidelining, right here?
- Fifty thousand dollars below prev ATH, after the treasury secretary signaled "let's intervene, let's grow our way out of debt",
- We have unprecedented regulatory tailwinds, with the SEC not only not antagonizing people, but quite literally cheering us on (ie clarity act doesn't really matter, just a dump truck of icing on a really yummy cake if/when it comes)
- We are literally weeks away from a massive cohort of VERY rich "4 year cycle intact" buyers and sellers that, with cultlike zealousness sell or bid the 4 year cycle top/bottom mark (and this is their 'buy' zone)
- Inflation is ~at expectation, even with oil elevated, and with bonds and other things looking dicey, Trump's hand could finally get forced to finally stop doing disastrous bullshit in Iran, stuff that even many of his supporters are tilted by
- Us stopping here, just purely on charts, is just letting long term moving averages catch up a bit
If I was sidelined here (to what end? re-entering potentially 5, 10% lower?), I'd be shaking like a shitting dog.
Under these conditions, we're literally something like *a single tweet or press release away* from impulsing past the 50 week MA, and every single conviction/quality onchain bag could move up 300% within a week, and majors doubling, kicking off the real consensus bull market in earnest. This all happens into the early end of the 4 year cycle buyer's bids, which then can tsunami in and rip us faster than people can appreciate.
Like man, I dunno. I'm pretty conservative and risk averse -- but that same risk aversion makes me think not being exposed here, and not simply being patient for a bit is what's risky. Being sidelined is risky, to me.
Because Doug Funnie Said So,
Show me your Knot,
Diaperliquid. > 引用 @blknoiz06: there's still too much capital waiting on the sidelines for me to start de-risking here
BTC is sitting around a major range, ETH has already shown some relative strength, and onchain has been running hot enough that taking profit here makes sense for a lot of people
i'm still leaning the other way
fund flows have picked back up, fresh money keeps finding its way into majors, and plenty of capital still hasn't participated in the onchain move yet
chop around these levels makes sense, but i still think there's more money left to enter than people expect https://x.com/cryptoklotz/status/2098491344100422090
## @benjamincowen (Benjamin Cowen) · 09-12 05:33 · ♥435 ↻7 💬35 I think we found Middle Earth
Bitcoin dominance is higher in paradise so I might stay here https://t.co/a16AyXVHxp https://x.com/benjamincowen/status/2098646110151880893
## @cryptorover (Crypto Rover) · 09-12 04:06 · ♥330 ↻29 💬68 86% CHANCE FED HIKES THE RATES NEXT WEEK!
NOT GOOD FOR BITCOIN! https://t.co/tYBDXOa4gX https://x.com/cryptorover/status/2098624140219453707
## @cryptorover (Crypto Rover) · 09-12 03:11 · ♥320 ↻32 💬60 BREAKING: $680,000,000 worth of crypto positions liquidated in the last 24 hours.
Over 93,000 traders fully liquidated! https://t.co/z5QYYguHM6 https://x.com/cryptorover/status/2098610499906679070
## @pete_rizzo_ (The Bitcoin Historian) · 09-12 00:08 · ♥301 ↻39 💬14 🇺🇸 BANK OF AMERICA NOW LETS ADVISORS RECOMMEND A 4% #BITCOIN ALLOCATION TO ITS CLIENTS
THE INSTITUTIONAL FLOODGATES ARE OPENING
BUCKLE UP 🚀 https://t.co/tVhwBA9TqR https://x.com/pete_rizzo_/status/2098564245336334727
## @digitalgoldbc (₿TC🚀HODLER©) · 09-12 02:00 · ♥311 ↻32 💬9 🇺🇸ちょ、待てよ😳🔥
CLARITY 法案 「今月中に成立する可能性がある」
しかもCoinbase副社長が 「上院で話した全員が賛成」
これ、マジで採決くるぞ‼️🙄
#Bitcoin > 引用 @RippleXrpie: 🔥WOW! 🇺🇸 Coinbase’s Vice President just announced on national television that the Crypto Clarity Act has the potential to become law this month!
“EVERYONE I have spoken with in the Senate is on board. We could pass the bill into law BEFORE the end of the month.” https://t.co/zHiNqRboid https://x.com/digitalgoldbc/status/2098592493462073702
## @ZynxBTC (Zynx) · 09-11 21:32 · ♥300 ↻5 💬44 Just to be clear, I am no longer a shareholder in Metaplanet.
While I consider today's announcement a decent result given the situation, I personally was only willing to remain invested if a full rollback occurred.
My original post was perhaps more conciliatory than I meant it to be. I was simply glad some material value had been transferred back to shareholders at all.
Truthfully I was also getting tired of posting about this and burnt out from the pressure campaign. The problem with speaking out against a company or its management is the abuse you get from irrational shareholders who think you are hurting their bag.
Once I knew I would no longer be a shareholder, the motivation fell further still. I cannot convince anyone to do the right thing, but I can choose where my capital goes.
That is the only vote that really counts.
I am fortunate enough to be able to pick companies on more than just pure financial returns, and there are other amplified Bitcoin vehicles with management teams more aligned with my values.
I am sure the company will continue to do well, as all companies with Bitcoin on the balance sheet will, and I wish them well for the shareholders' sake.
Thank you to everyone who supported us. > 引用 @ZynxBTC: Many have been asking for my thoughts on the Metaplanet update, so here it is.
We won. For the most part.
1) The incentive vehicle is completely dead.
2) The 10th Series has been reduced from ~319m shares to ~188m. A 41% reduction.
3) An 8.8% increase in BTC per diluted share for shareholders as a result.
This is not the full rollback we asked for and I have no doubt some will remain unsatisfied, but look at where we started.
At the beginning of August the anti-dilution clause was fully intact with no end in sight. It has now been eradicated and its effects rolled back by 41%.
Billions of dollars in future value returned to shareholders.
It is important to note that none of this was on the table until people made noise about it. To the trolls and ungrateful people who are still attacking me, Ragnar and others, you should be cognisant of this.
Special mention to @orangeyield @thebtcpharaoh and @LawrenceLepard for keeping up the pressure, and real gratitude to everyone willing to take the heat to win back value for shareholders.
It's been a tiring and exhausting few weeks. I am glad we got something material despite the backlash.
The truth is me and @RoaringRagnar got more than we set out to achieve and therefore I consider this matter to be closed.
Thank you to everyone who supported us. https://x.com/ZynxBTC/status/2098525106519634306