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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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临近ETF的日期，资金开始离场，铭文的炒作也接近尾声了，要谨慎了。#btc
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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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