Are you still continuing with #加密市场回调 alpha? There is no need to say more about the cost-effectiveness.

Today, we will not talk about alpha, but the market. Let's focus on eth. Has the recent drop completely wiped out the passion mobilized in May? More and more people are bearish. Israel and Iran are still being played by the Americans. Are they going to bomb your wallet again? The interest rate cut also looks slim, and it seems that nothing is good for the market. KOLs from all walks of life have also begun to show their magical skills. There is silence in all groups. The characteristics of the bear market are already very obvious! Do you think the bear market is coming, or have you started to defend against the bear market?

But what I saw at this time was a complete conspiracy. Why is it not a conspiracy? Because the blockchain is transparent. First of all, the on-chain data is already very obviously grabbing chips. In particular, the inflow of Ethereum even exceeds that of the big cake. There are rumors that Ethereum has changed dealers. Judging from the on-chain data in the past few months this year, there are indeed many large funds moving abnormally. Through observation, I vaguely feel that there are two famous dealers behind Ethereum now: one is Sun Ge and the other is Trump. Sun Ge, needless to say, holds a huge amount of Ethereum. In addition to Trump's foundation, some experts have found that several addresses holding a large amount of Ethereum are related to him. It seems that they are playing a big game. Let's wait and see!

Secondly, from the fundamental point of view, Ethereum is actually getting more and more powerful with continuous upgrades. So far, Ethereum is still the absolute second. Although the price of the currency has been outrageous since last year, many people say that sol and sui will surpass it. I admit that these public chains have their own characteristics, performance or currency price. But there is one thing you must admit that the security of Ethereum is absolutely unique among all public chains.

OK! Now I ask you three questions: 1. If you have a large amount of funds, which public chain would you choose to play DeFi? 2. If you are a large financial institution, which public chain would you choose to put assets on the chain? 3. Without eth, are there any public chains behind? It can even be said that without eth, would there be the appearance of today's blockchain? As long as you figure out these three questions, is the current price fluctuation still so important!#我的交易风格