#加密市场观察

1. FTX's money-losing drama: On February 18, creditors are to receive $16 billion in compensation, but the question is whether this money will flood into the crypto market/stock market or if they will take the money and run? How fast will this happen? It could lead to a short-term pump or become fuel for a dump.

2. Trump stirs things up: He says he wants to treat ETH as national reserves, but many suspect this guy wants to pump and dump, publicly supporting while potentially scamming investors.

3. Regulatory double whammy:

The SEC temporarily spares Meme coins (like DOGE), mainstream coins like ETH may benefit;

but Binance strikes back hard, putting chaotic projects (like GPS) in a black box, and market makers are also frozen. It’s clear that playing dirty now can lead to serious consequences.

4. The joys and sorrows of the ETH track: ETFs have seen a short-term increase, but it’s uncertain if the subsequent funding will continue. Even worse, the four kings of Layer 2 (OP/ARB/STRK/ZK) face a waterfall effect upon unlocking, with netizens calling them the 'Four Sons of Heaven' 😂

5. Black swan event: The 500,000 ETH stolen from Bybit has been laundered, which may lead to frantic selling and price dumps in the near future.

Current survival guide: Don’t let the news lead you astray, keep a close eye on the flow of FTX compensation funds, regulatory policy trends (especially the March 8th White House summit), and Ethereum's technological upgrades (sharding/MEV). Remember the old stock god’s words—if you can’t beat them, join the trend; don’t stubbornly go against the tide.