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主要观点： 1、以太坊资金费率负值扩大与币价运行至2500-2600套牢密集区有关，这一现象反映的是交易者增加了对未来不确定性的对冲，与看空后市行情无关。一旦关键阻力位被突破，以太坊极可能会出现轧空行情。 2、以太坊接下来突破的可能性极高：一是资金面上，巨鲸和机构投资者仍在大笔买入；二是基本面上，《GENIUS稳定币法案》将带来以太坊增长动能的范式转变。 3、比特币抱团共识已经达到极致，且筹码集中度也处于变盘临界点。因此，率先出现突破的大概率是比特币。 4、特朗普的不断施压和通胀压力的缓解，使美联储在7月份进行防御性降息的概率不断增加。
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sb star狗庄 全仓10x#star 空star
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bnx 还没到价格就把我提前平仓 $BNX
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长期来看2000以下的以太坊套不住$ETH
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能打的牌很多，例如，可质押以太坊ETF、混合型ETF、国储以太坊等等。没出这些牌是因为Old money还在等一个风口，（新应用驱动的增长)，一场改革(基金会内部的改革)。 $ETH
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