This scene is like a financial (Extreme Makeover) - the whale boss who used to shout "Bitcoin is pure digital gold" suddenly secretly starts hoarding ETH, as if a tough guy has fallen for Hello Kitty, and still stubbornly says: "This is a strategic allocation!"
Come on, let's humorously dissect the whales' little secrets:
"The big brother is tired of rising, it's time for the little brother to take over"
Bitcoin rose all the way, and the whales took profits: "Oh, BTC is already at 110,000, let's free up some money to support the little brother Ethereum!" (Inner OS: After all, ETH hasn't broken its previous high, so the odds are more attractive ~)
"After the ETF passed, ETH became the darling of fancy institutions"
Previously, institutions only recognized BTC, but now they find that ETH can also be packaged as an ETF and sold to big clients - the whale slaps his thigh: "Is this wave of traffic worth catching?" (Overnight, they treat BTC as an old flame and ETH as a new love.)
"DeFi, NFT, on-chain wife... the ETH ecosystem is too good at creating things"
Bitcoin is like a steady old cadre, only storing value; while Ethereum is simply the Disney of the crypto world, throwing parties every day. The whale couldn't help but complain: "BTC is boring after a long time, ETH can still gamble on shitcoins!"
"Revenge of the Nerds"
Cancun upgrade reduces Gas fees, staking interest, on-chain property certificates... ETH is becoming more and more practical. Whales muttered while rebalancing: "BTC is digital gold, but ETH is the digital internet (and it can earn interest)!"
“Diversify risk, even whales are afraid of black swans”
What if Bitcoin gets hammered by regulations? Whales appear calm on the surface, but privately say: "Quick, buy some ETH! Don't put all your eggs in one basket - especially when that basket is called 'Satoshi Nakamoto's Mystery'."
Whale rebalancing looks sophisticated, but is essentially the same as retail investors chasing highs and selling lows - both "go where the flavor is." But the difference lies in:
Retail investors rebalancing: ALL-IN! YOLO! Go to zero!
Whale rebalancing: Move 1% of the position to test the waters, and incidentally collapse market sentiment.
When a whale moves, the market quakes.
They haven't discovered the truth, they've just discovered that the new story is more appealing.
As for you and me? Just watch the show - after all, when whales fight, small fish and shrimp are easily stunned by the waves.
(Friendly reminder: Don't blindly follow the whales, after all, they change positions like they change shoes, and you may only have one pair of shoes.)
🐋💨: "With a slight rebalancing, I'll set off a huge wave of your wealth ~"
Retail investor: "Thank you, I've already been stunned by the waves on the beach."
#比特币巨鲸换仓以太坊
