Explosive! 43.45 million TIA will be unlocked on Saturday, and the ETH trend holds the key to the "ecological dark war". The Celestia Foundation has taken over 43.45 million TIA, starting a rolling unlock on August 16 (lasting until November 14)! In July, they invested $62.5 million at the bottom, with current price gains exceeding 30%, instantly igniting the cryptocurrency gaming: Will short-term selling pressure strangle ETH, or will it force funds to flow back? 1. TIA Unlock: "Under the buffer selling pressure". Rolling unlock ≠ no selling pressure: Arbitrage temptation: New investors have a low holding cost, and some chips may be cashed out in the short term; Sector linkage: As a leader in modularization, TIA's decline may drag down smaller players like Fuel, triggering a wave of altcoin hedging. However, the foundation's "takeover + resale" operation is essentially a control layout—concentrating circulation to pave the way for TIA's long-term narrative (similar to institutions locking BTC). Short-term sentiment may kill, but long-term may become value washout. 2. ETH: Strangled or leveraged? Modular public chains ≠ ETH competitors; rather, they are ecological branches: Most modular projects rely on ETH as a settlement layer (serving Rollup expansion). It seems to divert funds, but in reality reinforces the "modular narrative", feeding back into ETH's ecological status. Key points of contention: If TIA crashes, ETH's "spot ETF expectations + market cap safety net" may become the first choice for funds to bottom-fish; if funds continue to flee, ETH will face pressure in the short term. 3. Pay attention to two signals to predict ETH's direction: TIA on-chain dynamics: Is the new address locking up or cashing out? (Can be tracked through Nansen data); ETH fund flow: When altcoins plummet, does ETH attract funds against the trend (changes in exchange balances). #加密总市值创历史新高 #BTC重返12万