410,000 ETH, 700 million USD loss. This is not a simulation; this is the 'bloody' report just released by Yi Li Hua (Trend Research). Many people are still mocking the big players as being just like retail investors, and even feel an inexplicable psychological balance upon seeing institutional heavy losses, but this is precisely the most fatal flaw of retail thinking.
Yi Li Hua publicly admitted this time, acknowledging 'buying in too early', not only liquidated most of their holdings $ETH but also stated that past successful experiences led to a misjudgment of the cycle. This released an extremely strong market signal: even the top OGs who have been in this industry for ten years have had their psychological defenses and financial leverage completely breached. When the most steadfast bulls are forced to surrender, it often means that the market has entered the most brutal 'deep water zone'.
Interestingly, his wife Lou Jiyue's reaction was to predict that the U.S. stock market would experience a circuit breaker within two weeks. This kind of family hedge, where the husband cuts losses and the wife is bearish, exposes the extreme scarcity of current macro liquidity. Institutions are not only deleveraging but also preparing for a potential liquidity drought.
For us, now is not the time to watch a joke. Yi Lihua cuts losses to preserve the remaining principal while waiting for the next cycle, because he can afford this 700 million as long as the chips on the table are still there, he can turn things around. But what about you? A big player's exit is usually a contrarian indicator of emotional bottoming but can also be a prelude to a macro collapse. At this point, will you choose to follow the panic and hand over the bloodied chips, or dare to look for that 'golden pit' amidst the corpses? Tell me your reasons for being bearish.
