ETH: A high-certainty heavy investment choice.
For ordinary retail investors, firmly holding BTC and ETH is key, among which ETH is a rare high-certainty heavy investment opportunity. Although BTC performs steadily, its current holding size is relatively large, and its subsequent gains may not match those of ETH.
The total scale of the U.S. pension market reaches $43.4 trillion, covering various accounts such as 401(k) and IRA, while the current market cap of BTC is only $2 trillion and ETH is less than $500 billion — the enormous traditional capital pool brings long-term benefits for the spot ETFs of these two major cryptocurrencies.
Altcoins can't compete with ETH: Long-term holding is better.
In comparison, the returns from holding altcoins may not surpass those of ETH. For example, buying at the bottom in mid-April and holding until now yields returns roughly equal to ETH; even if one accurately selects Vader in the ecosystem and does not participate in staking, the returns are still lagging behind ETH.
For ordinary retail investors, swing trading often results in more losses than profits. Under a long-term holding strategy, the stability and return certainty of ETH far exceed that of most altcoins and MEME coins.
Core strategy for retail investors: Don't miss the clear opportunity of ETH.
The direct connection between hot topics like RWA and stablecoins with retail investors is limited; what truly deserves attention is ETH. If the current holdings are mainly altcoins and MEME coins, the strategy needs to be re-evaluated — the clear opportunity of ETH in this cycle cannot be missed.
