Daily Summary of KOL Opinions (Issue 3 · Week 28, 2026)

01Popular opinions from KOLs

2026-07-09

This week, the opinion landscape among KOLs showed significant divergence between bulls and bears, along with intense emotional fluctuations. Although the market sentiment index dropped sharply to 36.2 points (fear level), it subsequently rose by 36.0 points to 50.1 points (neutral level). Meanwhile, the activity of Whales on the blockchain increased by 60 points, indicating that large amounts of capital are actively entering the market. There was a sharp shift in KOL consensus, with the gap between bulls and bears changing by +85.0 percentage points. Currently, bulls account for 70% while bears make up only 15%, reflecting a rapid recovery in market confidence.

Popular topics focused on macro narratives and ecosystem infrastructure. Concerns arose over substantial losses faced by TRUMP token holders, while issues such as funding for AI computing infrastructure, mining company transformations, accelerated cross-chain integration of Chainlink, the implementation of global stablecoin regulatory frameworks, and meme coins boosting activity in the Solana ecosystem were also highly discussed. On the institutional front, SK Hynix’s $28 billion U.S. share offering saw over seven times oversubscription, highlighting strong investment demand and injecting bullish momentum into the market. In contrast, some KOLs remained neutral or bearish, focusing on geopolitical risks and domestic political developments in the United States. This led to short-term emotional swings between fear and neutrality. Signs of FOMO began to emerge with the influx of Whales and the shift toward bullish views among KOLs, but caution is needed regarding the risk of pullbacks caused by extreme fluctuations in the sentiment index.

02Long/Short Sentiment Analysis

Social Sentiment Analysis as of 2026-07-09

The current market sentiment index stands at 44/100, indicating a fearful mood. The popularity distribution among trending topics is highly balanced, with all five topics—significant losses faced by TRUMP token holders, funding for AI computing infrastructure and mining company transformations, accelerated cross-chain integration via Chainlink to enhance ecosystem connectivity, the rapid implementation of global stablecoin regulatory frameworks, and the surge in meme coins that boosts activity within the Solana ecosystem—reaching a score of 1 each. There is no clear dominant topic leading the trend.

In terms of community sentiment, although the market overall remains fearful, the range of topics covered is broad, spanning from the establishment of macro-level regulatory frameworks to the dynamics within specific public blockchain ecosystems, suggesting that investors have diversified interests. The topics related to losses from TRUMP tokens and the rise in meme coins rank equally, indicating that the market still pays attention to high-risk assets, but lacks a clear consensus on a preferred direction. The similar popularity levels of AI computing infrastructure and Chainlink’s cross-chain integration imply that progress in infrastructure areas also receives equal attention from the market.

Regarding trends in popularity, all topics remain at a level of 1, indicating that current social discussion activity is stable, with no signs of explosive growth or sharp decline. This balanced distribution of popularity, combined with a fearful market sentiment, suggests that market participants are adopting a wait-and-see approach, awaiting clearer fundamental or policy signals to disrupt the current equilibrium.

03Operation suggestions

Operational Recommendations and Risk Warnings

Benchmark Date: 2026-07-09

Operational Recommendations

1. Defensive Adjustment Based on Sentiment Divergence (Time Frame: This Week) Although the market sentiment index is in the fearful range of 44/100, the activity level on Whale chains has surged by 46 points to 60, indicating that large amounts of capital are entering the market at lower prices. If the current BTC price of $62,875.00 fails to break through the upper resistance levels supported by high trading volumes of $25.1B, and if the sentiment index remains low at 44/100, it is recommended to adopt a moderately defensive strategy toward highly volatile altcoins and hold cash to cope with potential liquidity crunch risks.

2. Short-Term Trading Opportunities Leveraging the Shift in KOL Consensus (Time Frame: Next 2 Weeks) There has been a sharp shift toward optimism among KOLs, with the bullish-bear gap increasing by 85.0 percentage points, resulting in bulls now accounting for 70% of the market sentiment. If the current ETH price of $1,753.74 breaks through key levels with increased trading volume, accompanied by a 24h gain of 1.1%, and if the market sentiment index rises above the fearful level to a neutral state, investors can consider building positions in mainstream assets in phases. However, caution is needed regarding short-term volatility caused by sudden reversals in KOL opinions, and strict stop-loss rules should be followed.

3. Preventing Liquidity Crises Caused by Misinformation (Time Frame: This Month) Given that Polymarket KOLs dismissed accusations of insider trading by pointing out serious distortions in media data, as well as warnings about fake signal risks from a man in New York who pretended to be a KOL to carry out fraud, investors must be particularly cautious when chasing market trends. If a particular token shows abnormal trading volume without any fundamental support, along with unverified orders from KOLs, investors should avoid buying at high prices and consider reducing their holdings to avoid falling into liquidity traps caused by information asymmetry.

Risk Warnings

1. Risk of Extreme Sentiment Fluctuations The market sentiment index has experienced severe fluctuations recently, dropping sharply from 51.8 to 36.2, before rising sharply from 14.2 to 50.1. If the sentiment index experiences another daily fluctuation of more than 15 points, it could trigger panic selling or reckless buying. It is advised to closely monitor changes in sentiment indicators and avoid making large transactions during times of extreme sentiment.

2. Risk of Uncertainty in Whale Behavior A sudden increase in activity on Whale chains may indicate the entry of large amounts of capital, but it could also be a tactic to lure buyers before selling. If BTC or ETH shows stagnant prices or declining trading volumes during periods of increased whale activity, investors should be alert to the risk of major players distributing their holdings. It is recommended to reduce positions to control potential losses.

3. Risk of Information Fraud and Compliance Issues There have been several recent fraud incidents related to KOLs, such as someone pretending to be a KOL to defraud $1.4 million and disputes over distorted Polymarket data. Investors need to be wary of fake KOL accounts and misleading information, and avoid participating in unverified high-return staking or trading activities to prevent significant financial losses.

04Related Reads

1. “Polymarket KOL Denies Allegations of Insider Trading”
2. “Crypto KOL Ansem Holds ANSEM Assets Worth Over $200 Million”
3. “XHunt Releases Ranking of Top 50,000 AI KOLs Globally”
4. “New York Man Sentenced to 15 Months for Defrauding $1.4 Million by Pretending to Be a Crypto KOL”