隐悟
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Brothers, don't just look at the ups and downs! Ethereum has just completed a critical upgrade (Fusaka), which may be the most important foreshadowing for the next market trend. $ETH
{spot}(ETHUSDT)
#ETH走势分析 #Fusaka
In summary, there are three points:
1. L2 is about to take off
The new upgrade has increased Ethereum's ability to handle L2 data by 8 times. Chains like Base and Blast will become cheaper and faster, and the experience of on-chain games and social applications will approach the smoothness of X messaging/X audio. Once the user experience bottleneck is broken, true high-frequency on-chain applications can thrive.
2. ETH becomes scarcer
The most critical change: now all L2 chains must pay a 'protection fee' to Ethereum, and this portion of the fee is directly used to destroy ETH. This means — the more active L2 is, the more ETH is destroyed, leading to greater deflation. The value model has shifted from 'L2 prosperity has nothing to do with me' to 'the hotter L2 gets, the more valuable I become.'
3. Infrastructure is in place, just waiting for an explosion
This upgrade is equivalent to giving Ethereum a more powerful engine and a wider runway. But how fast the vehicle can run depends on whether the ecological projects (actors) can produce good products (performances).
What needs to be done now is not FOMO, but to observe two signals:
1. Whether L2 users and trading volume continue to surge
2. Whether the amount of ETH destroyed steadily increases
The technical trump card has already been revealed; the rest is up to the market.
Remember: major market movements often plant seeds when no one is paying attention. This upgrade is worth a reconsideration of ETH.
{spot}(ETHUSDT)
#ETH走势分析 #Fusaka
In summary, there are three points:
1. L2 is about to take off
The new upgrade has increased Ethereum's ability to handle L2 data by 8 times. Chains like Base and Blast will become cheaper and faster, and the experience of on-chain games and social applications will approach the smoothness of X messaging/X audio. Once the user experience bottleneck is broken, true high-frequency on-chain applications can thrive.
2. ETH becomes scarcer
The most critical change: now all L2 chains must pay a 'protection fee' to Ethereum, and this portion of the fee is directly used to destroy ETH. This means — the more active L2 is, the more ETH is destroyed, leading to greater deflation. The value model has shifted from 'L2 prosperity has nothing to do with me' to 'the hotter L2 gets, the more valuable I become.'
3. Infrastructure is in place, just waiting for an explosion
This upgrade is equivalent to giving Ethereum a more powerful engine and a wider runway. But how fast the vehicle can run depends on whether the ecological projects (actors) can produce good products (performances).
What needs to be done now is not FOMO, but to observe two signals:
1. Whether L2 users and trading volume continue to surge
2. Whether the amount of ETH destroyed steadily increases
The technical trump card has already been revealed; the rest is up to the market.
Remember: major market movements often plant seeds when no one is paying attention. This upgrade is worth a reconsideration of ETH.
Disclaimer: Includes third-party opinions. No financial advice. May include sponsored content. See T&Cs.
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