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后山客漫漫谈
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As the ETF date approaches, funds begin to leave the market, and the hype around Inscription is coming to an end, so be cautious.
#btc
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后山客漫漫谈
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2017年的ico和2020年的defi、nft成就了以太坊; 2024年的meme和现在大火的ai agent成就了Solana; 谁能把握下一轮生态机会,谁就能笑傲江湖。ai agent是未来的大方向,虽然目前主阵地是Solana,但以太坊L2的Base也能勉强撑住局面。 以太坊多数L2性能上和Solana有一拼,但它们各自为政,对以太坊割裂太严重。 未来另一个生态大机会在RWA,由于RWA对合规、安全要求很高,以太坊凭借底层更高的安全性,还是更有优势。 AI agent和RWA是加密货币走向大规模落地最重要形式,如果以太坊再错过了,就走向迷茫了。
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这几天的行情走势,晚间走势较弱,说明欧美资金在出货了,矿工的数据显示它们也在出货。临近ETF的日期,大资金开始采取谨慎的策略。还是谨慎些,安全第一。#btc
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CME的比特币期货贴水了,欧美资金开始看空了,这轮行情爆空军然后在爆多军。#btc
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以太坊核心开发者会议推进坎昆升级,从交易的角度,以太系币种有补涨需求。#op #arb
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大饼涨疯了,ETF的情绪大概持续到月底,2024年还有机会 #btc
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