Policy conflicts harm retail investors; but the smart money's actions to buy the dip in ETH have already revealed a long-term script!
Simplified breakdown
1. Short-term bearish: Trump's and Musk's 'mutual tearing' hurts ETH
Why is it bearish?
The White House clearly stated 'no contracts for Musk's AI company' (xAI), this is not the first time these two big shots have fallen out —When they argued in early June, ETH dropped 6% in one day., resulting in over 100 million USD in leveraged positions being liquidated.My view:
This kind of political risk specifically targets retail investors chasing highs! Especially now, with policies in transition (several crypto bills have yet to be implemented), any news can cause a crash.Short-term support for ETH is at 3500 USD, dropping below could hastily plunge to 3450.
2. But long-term players are quietly buying the dip!
Key evidence: Trump's family 'bodyguard' WLFI fund
In the past 6 days, they have aggressively bought over 10,000 ETH (spending 38 million USD), with an average price of 3591, now showing a profit of over 500,000 USD.
What's even more ruthless is that they spent 6 million USD to set up a Web3 bank, integrating the USD1 stablecoin into the payment system — this clearly aims to treat the ETH ecosystem as a cash cow!
My judgment:
Big players fighting does not affect their layout to make money. WLFI's real cash bet on ETH's financial infrastructure indicates3,500–3,600 is the institutional cost zone, and dropping to this vicinity will attract large buy orders to support the market.
3. Potential explosion point: AI + blockchain is the ultimate combination
Trump just released (the US AI plan), the core message is three words: less regulation, more infrastructure!
This exactly highlights ETH's strengths:
For example, decentralized computing power market (projects like Akash have already settled with ETH)
For example, on-chain AI model verification (after Worldcoin was hammered, ETH became the best alternative)
Case: DCG just invested 100 million USD in a 'blockchain AI' project, AI tokens in the ETH ecosystem (like RNDR) rose 47% this month — the more policies suppress, the crazier the innovation!
While the White House is squabbling in the headlines, WLFI is on-chain buying ETH — are you watching the show, or are you following the big players?
Tonight, pay close attention to two signals:
① If ETH drops to the 3500–3600 range, blindly buy on the dip with institutional synchronized cost!
② Pay attention to my breakdown tomorrow: How WLFI's new partnership with Web3 bank Vaulta will 'inject blood' into the ETH ecosystem with USD1 stablecoin!
The market never lacks panic; what it lacks is the vision to see through the panic — the truth is revealed in smart contracts!
The next wave of big market movement is about to start!
"This pullback is just an appetizer, the real main wave is still to come! The big players have quietly laid out their positions, but 90% of retail investors are still hesitating whether the trend has changed.
If you are unclear about specific entry points, you can follow me for 24-hour real-time reminders for friends who have paid attention to me, and keep an eye on my main page.
