1 | The script of the second pie is not as simple as you think
The spot ETF has just passed, but the second pie has dropped from 4,000 to 1,300?
It's not about good news being realized, but rather a deliberate strategy to wash positions.
This is the main force using news to 'invite you into the trap', cleaning out floating positions to make room for a new round of layouts.
2 | A silent rebound is a signal, not a coincidence
From 1,300 to 2,600, with hardly any new good news,
Instead, it is one of the quietest times in the cryptocurrency market.
But the second pie has doubled—
There is only one explanation behind it: rich people are quietly accumulating.
3 | The US stock market now has a 'second pie version micro strategy'
Just as the big pie was heavily invested by companies,
Now some companies have started to allocate assets in the stock market by 'buying the second pie'.
This is a leading signal of a shift in the funding landscape.
4 | Policies are moving, the direction is clearer
The stablecoin bill is advancing,
In the future, there may be 2 trillion in stablecoins entering the chain,
At least half of it is deployed within the second pie ecosystem—
This means: stablecoins are flowing, and value is rising in the second pie.
5 | If Ethereum has become the on-chain SWIFT, is it still cheap?
Imagine this:
If there are 1 trillion dollars of stablecoins circulating on the second pie chain,
The market will naturally assign it an equivalent or even premium valuation.
It's not speculation, but rather the construction of value anchor points based on real demand on the chain.
6 | It's not a rebound now, but a trend reversal
From a technical perspective,
This is not a 'dead cat bounce' market,
but rather a comprehensive shift in volume-price structure, capital flow, and narrative levels.
7 | Altcoins have not kept up, Ethereum has become the 'only mainline'
In this round of rebound,
Even on-chain DeFi and meme coins haven't risen as much as the second pie,
The market's focus is unusually high—
The main force has recognized it, while other coins are just running alongside.
8 | Hitting a historical new high in the second half of the year is not a dream
Fundamentals + policy + capital flow are in resonance on three fronts,
This year, the second pie reaching a new high is a probable event,
Are you still waiting for a pullback,
Or have you already understood that this time the main force is not playing it safe.
9 | The second pie is being integrated into a new financial order
Digitalization of the dollar, on-chain bonds, and the value-storing role of the big pie,
In addition to the settlement and network position of the second pie,
A new global financial system is taking shape—
And the second pie is the most important universal settlement layer among them.
The final point is clear:
It's not that you don't understand the second pie, but that the second pie entered the future too early.
Those who understand it are not just speculating on coins, but are betting on an era.
