Why, during this time when public opinion clearly points to ETH being weak and likely to drop to new lows, am I still heavily invested in ETH and bullish? I'm not gambling against the trend blindly, but rather filtering out environmental noise based on a comprehensive consideration of multiple factors:
1. ETF has shown a net inflow performance exceeding BTC for over ten days;
2. The GrayScale staking rights ETF may soon receive results from the SEC after 6.2, with potential for a spike;
3. The massive daily surge of ETH, combined with ETFs and other indicators, shows that the ETH/BTC ratio line has dropped significantly, suggesting a strong probability of further rebound opportunities;
4. The short-term market sentiment for ETH is stronger than other coins, often conveying a sense of eagerness;
5. The monthly position of ETH is still weaker than all other coins (BNB/SOL), and the daily level hasn't broken below the lows; if BTC hadn't fallen below 102000 during this period, giving the main players a chance to spike to 2380, ETH's rise would have occurred earlier;
6. Based on my past experience, ETH needs to see if BTC can stabilize, because this round of ETH's movement is driven by BTC reaching new highs rather than ETH's strong fundamentals, resembling the pure buy logic of ETFs, while the on-chain fundamentals (GWEI) are still at a zero state. Including this recent push of ETH to 2850, it also happened while BTC was not stable at 110000; if it had stabilized at 110000, a surge to 3000 would have been very likely, but a new high is challenging.
In other words, if everyone could clearly see the trend direction, why do only a few people make money in this circle?
The truth is always held by a minority.