Sometimes we have to fight, sometimes we have to stop The ma | 币然之路 on Binance Square

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Sometimes we have to fight, sometimes we have to stopThe market is really understood by them
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近一周以来，鲸鱼每日增持量已超过 80 万枚ETH ，推动 1000-10000 钱包的持仓量达到> 1430 万ETH 。仅在 6 月 12 日，以太坊鲸鱼就增加了超过 87.1 万ETH ，创下年初至今的最高日净流入量。这种规模的购买是自2017年以来从未见过的，所以下半年我们依然比较看好以太坊的表现，还是比较期待的！

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预防周四美联储基准利率决议而导致的比特币波动，Pumpfun榨干市场最后一滴血？

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未来，山寨币肯定不会都死光，但大多数没啥用的项目会越来越没人理被边缘化，只有少数那些技术真过硬、监管看着顺眼、还能和其他项目好好配合的币，才能活下来并且发展得好，这就像从“啥破币都能涨”的疯狂时期，变成了“只有好币才能活”的精挑细选时期。而造成现在山寨的局面原因也很简单，前期资金都在BTC，当BTC拉到很高以后，山寨才会动，给山寨留下的时间窗口很短，比特币调整时，如果山寨没有特别热点，很难不跟跌。

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以太坊目前慢慢开始被机构们布局，ETF资金近一个月大幅买入，并且也有美股上市公司通过它做“以太坊版微策略”，贝莱德、摩根大通、高盛等大机构都在快速布局RWA（资产代币化），甚至美国财政部长贝森特认为未来几年稳定币的市场规模将达到2万亿美元，目前稳定币规模约为2500亿美元。如果趋势形成，那么主交易的uni、主借贷的aave就直接受益了，还有贝莱德在ondo协议上发行的美债产品也已经运行超过一年。rwa是个充满想象的漫长赛道，如果能落地，可能会引领以太坊第二次生机。

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ZKJ、KOGE暴跌80%，现在还能撸猪脚饭嘛？alpha还能继续下去嘛？

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