✨ Technical Upgrade: Pectra Ignites Ecological Potential
Core Highlights:
1️⃣ Account Abstraction (EIP-7702):
Users do not need to switch account types (EOA→CA) and can execute contracts directly through regular wallets, reducing fees by over 30%!
Case: A DeFi project processed 1,000 transactions in bulk, reducing gas fees from 200 to 65.
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2️⃣ Staking Cap Doubles:
The staking cap for individual validators has increased from 32 ETH to 2048 ETH, attracting institutional funds (e.g., BlackRock's staking volume increased by 15% in one day).
User Impact: Ordinary users are more stable through liquid staking protocols (like Lido), expected to rebound to 4%-5%.
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3️⃣ Performance Leap:
Layer 2 network gas fees have dropped to the $0.01 level, with NFT prices plummeting by 90%! Sony and Deutsche Bank are accelerating their ecological layouts.
Technical Metaphor:
This Ethereum upgrade is like replacing your phone with a 'supercharged chip'; the speed is incredibly fast and energy-efficient!
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🔥 Market Game: Short Squeeze Triggers 'Panic Selling'
The Truth of Short Squeeze Spiral:
1️⃣ Short Escape:
Since May 8, the liquidation amount for Ethereum short positions reached $438 million, far exceeding the $211 million for longs. As prices rise, shorts panic and are forced to buy ETH to cover.
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2️⃣ Leverage Rate Soars:
The open interest in perpetual contracts surged by $5.5 billion, with funding rates skyrocketing to 0.15% (annualized 43%), and bulls are ramping up their positions.
Beginner's Pitfall Guide:
Leveraged contracts are like 'walking a tightrope at high altitude'; during volatile markets, 99% of retail investors will be thrown off!
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🐳 Capital Underflow: Whales Layout in Advance
On-Chain Data Revealed:
1️⃣ Whale Bottom Fishing:
Since April, addresses holding over 10,000 ETH have net increased by 40.75 million coins, reaching a new high since March 2025, signaling major accumulation.
Case: An anonymous whale invested $3.5 million at 2,200, netting $1.4 million in 3 days.
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2️⃣ Institutional Entry:
Grayscale, Coinbase, and others are adjusting through mini-trusts, with BlackRock's spot ETF holdings increasing by 12% in one week.
Ordinary People's Inspiration:
Whale movements are like 'weather forecasts'; understanding on-chain data is key to gaining an advantage!
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🌍 Macro Assistance: Trade Breakthrough + ETF Expectations
External Environment Assistance:
1️⃣ US-China Trade Negotiations:
On May 10, the US and China resumed trade talks, market risk appetite rebounded, and crypto assets became a 'safe haven' for funds.
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2️⃣ ETF Approval Countdown:
The US SEC may express its stance on Ethereum spot ETFs by the end of May; if approved, it could replicate the 47% increase myth of Bitcoin ETFs.
Industry Trends:
Ethereum is transforming from a 'technical geek toy' into an 'institutional strategic asset'!
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