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A friend said: Playing low-multiplication contracts now is better than playing MEME
I thought about it, and I actually found it somewhat reasonable. What do you think?
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eth如果一年内庄拉不上去,将陷入更加长期的下跌。 rwa这些叙事都只是meme角度的力量,全靠喊,不会给eth带来实质性的需求。 一个小变数是ETH的etf开质押是否会影响机构持有欲望?理性上看,共识大小和价格波动的考虑因素占80%,至于那点利息,从常识上看应该是没用的——机构也是人。
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ABCDE解散,Paradigm转向AI,而少数的顶级做局者也收获离去。 行业的创新到了枯竭,只剩下微策略、国家储备、ETF等与BTC相关的词,而链上生态也不过借贷、交易、生息这老三样,再没人能讲出激情燃烧的故事——这一点,人人都感觉到了。 从当前节点往后推10年,财富机会在AI、在股市,在消费、医药。
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如果我是VC,当前管理5亿美元。 我会买1亿美元BTC,4亿美元PDD。
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pumpfun是恶之花。赚那么多钱,不停卖u。 现在meme不行了,还以40亿高估值来融资10亿,他自己根本不缺钱,为什么还要向韭菜卖币10亿?因为再不卖就卖不掉了。 记住:谁买谁sb!
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预测一下年底各类资产价格 (我预测基本不准,只是因为“又菜又爱玩”) $BTC 12万 eth 3000 $sol 200 $hype 88.88 腾讯 700 拼多多 160 美团 180 两个不敢买的:泡泡玛特、老铺黄金,要是能跌个80%,我上个车就好——不过只能做梦了。
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