Daily Summary of KOL Opinions (Issue 18 · Week 30, 2026)

01Popular opinions from KOLs

On 2026-07-24, the sentiment among KOLs showed significant divergence and intense fluctuations. The market sentiment index soared by 36.0 points, rising from 14.2 to 50.1, before dropping sharply by 15.6 points to 36.2, indicating a state of fear at present. The activity level on Whale chains also increased by 46 points to 60, suggesting that large amounts of capital are competing to enter the market.

In terms of positions, 59% of analysts are bullish on BTC, but Charles Edwards predicts that BTC may not be able to regain its all-time high in 2026 or 2027, which has drawn support from 40% of bearish analysts. The bullish ratio for ETH is 79%, while XRP has an overwhelming 85% bullish rate, with both TON and ADA receiving 100% bullish support from KOLs. In contrast, SPCX and BMEX face 100% bearish sentiment, and USDT has a bearish ratio as high as 75%.

There is a sharp shift toward optimism among KOLs, with the bullish-bearish gap increasing by 85.0 percentage points, giving bulls a current advantage of 70%. However, Tesla, owned by Elon Musk, has had its sell rating reaffirmed by Wells Fargo, coupled with polarized financial performance among crypto mining companies, which has heightened concerns about fundamental support in the market. Although high Whale activity and high bullish rates for certain cryptocurrencies could act as potential triggers for FOMO, the intense volatility in the sentiment index and the long-term bearish views of key KOLs indicate that the market is rapidly shifting between greed and fear, leaving the short-term direction unclear.

02Long/Short Sentiment Analysis

Analysis of Social Trend Heat on 2026-07-24

The flow of funds among Whales, disparities in mining company finances, BTC falling below $55,000, crypto regulation compliance, and BlackRock’s Bitcoin ETF topped the list in terms of heat, with each topic scoring 1. The market sentiment index remained in the fearful range of 36/100, indicating weak investor confidence.

There was a significant divergence in the views of KOLs. TON received unanimous bullish opinions from 4 KOLs, accounting for 100%; ADA also saw 100% bullish support from 2 KOLs. SPCX and BMEX faced outright bearish sentiment, with 3 and 2 KOLs respectively holding bearish views, both at 100%. For BTC, 18 KOLs were bullish (59%), while 12 were bearish (40%). The bullish ratio for ETH was 79% (6 KOLs), and that for XRP was as high as 85% (4 KOLs). USDT showed a 75% bearish傾向 (2 KOLs). Overall, there was intense buying and selling competition among mainstream assets, while some smaller-cap cryptocurrencies exhibited extreme one-sided sentiment.

03Operation suggestions

Operational Recommendations and Risk Warnings

Benchmark Date: 2026-07-24

Operational Recommendations

1. Emotional Reversal Strategy: The market sentiment index dropped sharply by 15.6 points to 36 (fear). If the current BTC price of $65,076.00 holds steady and Whale activity remains high, it is advisable to build positions in phases this week.
2. KOL Consensus Tracking: The bullish-bearish gap among 10 KOLs increased by 85.0 percentage points (70% bullish/15% bearish). If the current ETH price of $1,886.83 breaks through the resistance level, consider increasing holdings slightly over the next two weeks.
3. Liquidity Protection: BTC’s liquidity score is only 24. If 24-hour trading volume shrinks to $24.9B, adopt a cautious approach this month to avoid buying at high prices.

Risk Warnings

1. Extreme Sentiment Fluctuations: The sentiment index once surged by 36.0 points. Be wary of fake breakouts if there are further sharp fluctuations.
2. Whale Manipulation Risk: A sudden increase in Whale activity by 46–60 points could lead to short-term volatility due to large-scale capital inflows.
3. Liquidity Depletion: With a BTC liquidity score of 24, slippage may widen during extreme market conditions.