Daily Summary of KOL Opinions (Issue 1 · Week 28, 2026)

01Popular opinions from KOLs

This week, KOL sentiment focused on new regulatory policies and ecosystem divergences. The BTC market showed a clear bullish consensus, with 65.0% of the 20 KOLs taking a long position and only 33.0% being bearish, indicating a significant narrowing of the divergence between bulls and bears. The SOL and ETH sectors exhibited extreme consistency in sentiment, with 3 and 2 KOLs respectively reaching 100.0% bullish consensus, reflecting strong investor confidence in these mainstream blockchain platforms.

However, meme coins and certain specific tokens faced strong selling pressure. All 5 KOLs covering the BONK sector were bearish, resulting in a 100.0% bearish rate, while HYPE and PAXG also saw 100.0% bearish views from individual KOLs, signaling a retreat in speculative sentiment. Although 80.0% of KOLs were bullish on TRX, the overall market sentiment index dropped sharply by 15.6 points, entering the fear zone, before rebounding by 36.0 points to return to neutral levels. Meanwhile, Whale activity surged by 46 to 60 points, suggesting that large investors are making significant portfolio adjustments.

Currently, FOMO-driven trends are mainly centered around the growth of the SOL ecosystem and financing for AI computing infrastructure. KOL consensus has shifted sharply toward optimism, with the bullish-bearish gap expanding by 85.0 percentage points. Care should be taken regarding the risk of a pullback following excessive enthusiasm in the market.

02Long/Short Sentiment Analysis

The sentiment among investors shows a clear divide, with major assets and niche cryptocurrencies having vastly different outlooks. As a barometer of the market, BTC saw 65% of the 20 KOLs expressing bullish views and 33% being bearish, indicating an overall bullish trend. Driven by the surge in meme coins, the SOL ecosystem received unanimous bullish opinions from all 3 KOLs, showing high consistency in sentiment. ETH, along with emerging assets such as BLSH, GRVT, and RVH, also received full support from KOLs for bullish positions, reflecting strong confidence in these specific sectors.

On the other hand, some cryptocurrencies faced negative sentiment: BONK was unanimously viewed negatively by 5 KOLs, while HYPE and PAXG were explicitly criticized by a single KOL each, signaling accumulating risks in certain areas. Although TRX received bullish assessments, 20% of KOLs held neutral views, indicating emerging divisions.

In terms of topic popularity, five key issues stood out as the most discussed: new crypto regulations in various countries, losses incurred by TRUMP tokens, AI computing infrastructure development, stablecoin frameworks, and the activity within the Solana ecosystem. This highlights the synergy between macro policies and micro-ecosystems. The overall market sentiment index remained stable at 48/100, indicating a neutral stance, with short-term fluctuations not altering the market’s cautious attitude.

03Operation suggestions

Operational Recommendations

• Defensive Strategies to Cope with Extreme Mood Fluctuations (This Week) Given the sharp surge in the market mood index from 14.2 to 50.1, a change of 36.0 points, and the current AI overall mood score remaining in the neutral range of 48/100, investors are advised to adopt a moderately defensive stance. If the market mood index experiences another one-way spike of over 15 points within 24 hours, or if the activity level on Whale chains rises by more than 40 points, a phased reduction in positions should be initiated to avoid liquidity shocks caused by sudden mood reversals.

• Position Adjustments Based on Divergent Opinions Among KOLs (Next 2 Weeks) In light of the extreme polarization where KOL consensus has shifted sharply to bullish, with the bullish-bear gap reaching +85.0 percentage points (currently 70% bullish / 15% bearish), it is recommended to be cautious with highly volatile assets and avoid reckless buying at high prices. If, within 3 trading days, the bullish-bear gap narrows to within 20 percentage points, or if there are two consecutive days with a bearish ratio exceeding 30%, consider gradually reducing aggressive positions to prevent panic selling triggered by a rapid collapse in consensus.

• Monitoring Valuations and Capital Flow of Top Assets (This Month) Drawing from cases where top KOLs hold assets valued at over $204 million with market caps exceeding $350 million, investors are advised to prioritize assets with high liquidity when making allocations, avoiding low-liquidity small-cap stocks. If a particular asset shows trading volume below 0.1B in 24 hours along with a price deviation of over 5%, strict stop-loss rules should be followed to prevent the risk of being unable to close positions due to lack of liquidity.

Risk Warnings

• Risk of Sudden Drop in Mood Index Trigger conditions: If the market mood index drops sharply from its current level of 48/100 to below 36.2 within 1 hour, or remains in a fear state for 2 consecutive hours, it may trigger panic selling in the market.

• Risk of Reversal in KOL Opinions Trigger conditions: If the current 70% bullish KOL ratio reverses within 48 hours, with the bearish ratio exceeding 50%, be alert to potential sharp price corrections resulting from the breakdown of previous consensus.

• Risk of Misinformation and Scams Trigger conditions: If there are incidents of fraud such as fake pledges disguised as actions by crypto KOLs (e.g., cases involving amounts over $1.4 million), immediate suspension of interactions with related projects is necessary to protect capital safety.

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 Global AI KOLs by Influence”
4. “New York Man Sentenced to 15 Months for Defrauding $1.4 Million by Pretending to Be a Crypto KOL”