零一智研
A bird fly to America.
71 Following
13 Followers
7 Liked
0 Shared
See original
Those companies are all second-generation, and the money is printed by others.
The truth is revealed! 40 trillion exchanged for air? The secret of the severely overvalued cryptocurrency circle has finally been unveiled!
Many people claim that the cryptocurrency market is undervalued, but if you really calculate the numbers, you might be shocked.
The total market value of coins like ETH, XRP, BNB, SOL, DOGE, ADA, and TRX is about 40 trillion RMB. Sounds huge? Let's see what this amount of money can do in reality:
Buy the largest telecommunications company in the country, upon which everyone relies for phone calls and internet access.
Acquire the most profitable coal company, abundant in mines, with good quality, and can be mined for decades.
Control the world's largest hydropower group, with the Yangtze River power supply in hand.
Take over the leading company in China's offshore oil resources, where others must seek its permission to extract oil.
Acquire China's only large shipping giant, having a grip on the global freight lifeline.
These are real profit machines, earning 250 billion to 300 billion annually, with almost zero risk, as steady as a rock.
Now, looking back at the cryptocurrency circle: extreme volatility, constant bubbles, with unclear profit models behind them.
So the question arises: If you really had 40 trillion in hand, would you choose these real giants that earn hundreds of billions every year, or opt for a bunch of codes that rely on speculative hype?
The answer may not be difficult.
Many people claim that the cryptocurrency market is undervalued, but if you really calculate the numbers, you might be shocked.
The total market value of coins like ETH, XRP, BNB, SOL, DOGE, ADA, and TRX is about 40 trillion RMB. Sounds huge? Let's see what this amount of money can do in reality:
Buy the largest telecommunications company in the country, upon which everyone relies for phone calls and internet access.
Acquire the most profitable coal company, abundant in mines, with good quality, and can be mined for decades.
Control the world's largest hydropower group, with the Yangtze River power supply in hand.
Take over the leading company in China's offshore oil resources, where others must seek its permission to extract oil.
Acquire China's only large shipping giant, having a grip on the global freight lifeline.
These are real profit machines, earning 250 billion to 300 billion annually, with almost zero risk, as steady as a rock.
Now, looking back at the cryptocurrency circle: extreme volatility, constant bubbles, with unclear profit models behind them.
So the question arises: If you really had 40 trillion in hand, would you choose these real giants that earn hundreds of billions every year, or opt for a bunch of codes that rely on speculative hype?
The answer may not be difficult.
See original
Returning to zero is inevitable, the continuously issued garbage
Binance News
--
Evan Van Ness: Lack of Monetary Attributes in ETH Will Lead to Value Approaching Zero
According to PANews, Evan Van Ness, the founder of the Ethereum Weekly, stated that if ETH does not possess 'monetary attributes' and a premium, its value will approach zero according to the discounted cash flow model. He pointed out that the rise in ETH prices is a prerequisite for driving ecosystem adoption, and the lack of monetary status will weaken the Ethereum Foundation's finances, affecting client development and platform adoption. He emphasized, 'ETH is currency.'
See original
Cut it off, look at EOS, constantly increasing supply, no value.
Ethereum hits a new low again. I'm holding 200 Ethereum, and everyone is confused.
The current average price should be around 2200. Two months ago, Ethereum was still at 3400. I really didn't expect it to drop to just a fraction in the blink of an eye. 1400 is gone.
This time it might take 6-18 months to break even. #ETH
The current average price should be around 2200. Two months ago, Ethereum was still at 3400. I really didn't expect it to drop to just a fraction in the blink of an eye. 1400 is gone.
This time it might take 6-18 months to break even. #ETH
See original
Next EOS
Binance News
--
Vitalik Buterin Discusses the Future of Ethereum L1 at the Hong Kong Web3 Carnival
According to Foresight News, at the ETHAsia 2025 event during the Hong Kong Web3 Carnival 2025, Ethereum founder Vitalik Buterin delivered a keynote speech on the future of Ethereum L1.
He stated that in the short term, by 2026, a series of proposals could significantly increase the Gas limit and safely achieve this without compromising node decentralization. These proposals include block-level access lists, delayed execution, multidimensional calldata Gas, repricing, EIP-4444 (historical data expiration), and FOCIL.
He stated that in the short term, by 2026, a series of proposals could significantly increase the Gas limit and safely achieve this without compromising node decentralization. These proposals include block-level access lists, delayed execution, multidimensional calldata Gas, repricing, EIP-4444 (historical data expiration), and FOCIL.
See original
Run, Ethereum is doomed
Everyone is concerned about ETH, and based on my experience, here are my thoughts:
First, there's the upgrade on May 7th, which I don't need to elaborate on, as in the past there has always been a pre-upgrade rally. This time, however, it may be delayed. Coupled with previous tariffs and old Powell's speeches, the forecast for recession has already hit 52%. This recession feels very much like what we experienced during the 2020 stimulus, and I believe someone will step in to save the market.
Secondly, the monthly M pattern is complete, with strong support around 1500. It's neither a reversal nor a rebound. Although we have to watch BTC's movements, in the past, it's usually during the formation of the second peak after the first peak's decline that independent trends emerge.
If it drops below that three-digit mark, it's definitely going to happen, but personally, I still see 1500 as a temporary bottom;
Finally, the basic liquidation is almost done, and whales are starting to make moves. Let's put on a grand show.
You might think I'm talking nonsense, but that's fine. When the real rise happens, you'll still come back and say, 'Old Bai, you are truly amazing!'
First, there's the upgrade on May 7th, which I don't need to elaborate on, as in the past there has always been a pre-upgrade rally. This time, however, it may be delayed. Coupled with previous tariffs and old Powell's speeches, the forecast for recession has already hit 52%. This recession feels very much like what we experienced during the 2020 stimulus, and I believe someone will step in to save the market.
Secondly, the monthly M pattern is complete, with strong support around 1500. It's neither a reversal nor a rebound. Although we have to watch BTC's movements, in the past, it's usually during the formation of the second peak after the first peak's decline that independent trends emerge.
If it drops below that three-digit mark, it's definitely going to happen, but personally, I still see 1500 as a temporary bottom;
Finally, the basic liquidation is almost done, and whales are starting to make moves. Let's put on a grand show.
You might think I'm talking nonsense, but that's fine. When the real rise happens, you'll still come back and say, 'Old Bai, you are truly amazing!'
See original
Your regular investment is worthless in the face of Ethereum's continuous issuance.
Brothers, my ETH dollar-cost averaging position has finally surpassed 100 coins!
Here’s a simple summary:
1. Starting from January 2nd of this year, I initiated a daily investment plan. As of today, I have persisted for 84 days. Hard work pays off, and my ETH holding has finally reached 100 coins.
2. It might be hard for everyone to believe, but I started dollar-cost averaging when the price of ETH was 3600U, and I kept going even when the price dropped to as low as 1800U without giving up or panicking; in fact, I felt a bit of joy. As of now, my average cost price for the ETH I hold is around 2644U.
3. Currently, my total investment in ETH dollar-cost averaging is about 260,000U. However, due to market fluctuations, overall, this part has roughly incurred a loss of -58487U.
4. This month, the price of BTC has seen a significant pullback, and the dollar-cost averaging indicators have frequently triggered. Therefore, I started dollar-cost averaging for BTC on March 10th. So far, I have invested a total of 71363U in BTC, and the market value of my BTC holdings is 74397U. This part is currently in a profit state, earning about 3033U.
5. The main reason I chose to dollar-cost average in ETH was that during my analysis for escaping the top of the bull market, various indicators showed that it had not yet reached the peak, and the price ratio between BTC and ETH seemed very attractive. Since this is a “foolproof” investment experiment, I decided not to overthink it and simply chose ETH.
In the end, let’s traverse the bull and bear markets together, earning more coins through escaping the top and bottom fishing. Looking forward to the experiment, may it bear fruit!
Here’s a simple summary:
1. Starting from January 2nd of this year, I initiated a daily investment plan. As of today, I have persisted for 84 days. Hard work pays off, and my ETH holding has finally reached 100 coins.
2. It might be hard for everyone to believe, but I started dollar-cost averaging when the price of ETH was 3600U, and I kept going even when the price dropped to as low as 1800U without giving up or panicking; in fact, I felt a bit of joy. As of now, my average cost price for the ETH I hold is around 2644U.
3. Currently, my total investment in ETH dollar-cost averaging is about 260,000U. However, due to market fluctuations, overall, this part has roughly incurred a loss of -58487U.
4. This month, the price of BTC has seen a significant pullback, and the dollar-cost averaging indicators have frequently triggered. Therefore, I started dollar-cost averaging for BTC on March 10th. So far, I have invested a total of 71363U in BTC, and the market value of my BTC holdings is 74397U. This part is currently in a profit state, earning about 3033U.
5. The main reason I chose to dollar-cost average in ETH was that during my analysis for escaping the top of the bull market, various indicators showed that it had not yet reached the peak, and the price ratio between BTC and ETH seemed very attractive. Since this is a “foolproof” investment experiment, I decided not to overthink it and simply chose ETH.
In the end, let’s traverse the bull and bear markets together, earning more coins through escaping the top and bottom fishing. Looking forward to the experiment, may it bear fruit!
See original
Goldman Sachs Alumni
$NIL studied it carefully, this is a seriously underestimated project, a genuine American project, with investment institutions being Wall Street big shots, and team members are the elite of Silicon Valley
See original
Discrimination Against Mainland People
KZG 口罩哥
--
Hong Kong has really become a cryptocurrency center now. Seeing this makes me want to go and try it.
On September 4 of that year, the central bank and seven other departments jointly issued a notice directly stating that cryptocurrency financing is illegal.
Simply put, if you want to use this to make money, no, forget it.
But Hong Kong not only held a cryptocurrency "carnival", but even Chief Executive John Lee and Financial Secretary Paul Chan Mo-po personally attended the event, almost rolling out the red carpet for cryptocurrency talents, and various favorable policies came one after another.
There are big Bitcoin advertisements everywhere on the streets of Hong Kong, and the names of various exchanges are scrolling on the LED screens.
You can see ATMs that exchange cryptocurrencies for Hong Kong dollars every few steps, which has become one of the main channels for mainlanders to cash in U, and transactions can be completed in one minute.
Let's see what's new at this year's carnival.
On September 4 of that year, the central bank and seven other departments jointly issued a notice directly stating that cryptocurrency financing is illegal.
Simply put, if you want to use this to make money, no, forget it.
But Hong Kong not only held a cryptocurrency "carnival", but even Chief Executive John Lee and Financial Secretary Paul Chan Mo-po personally attended the event, almost rolling out the red carpet for cryptocurrency talents, and various favorable policies came one after another.
There are big Bitcoin advertisements everywhere on the streets of Hong Kong, and the names of various exchanges are scrolling on the LED screens.
You can see ATMs that exchange cryptocurrencies for Hong Kong dollars every few steps, which has become one of the main channels for mainlanders to cash in U, and transactions can be completed in one minute.
Let's see what's new at this year's carnival.
See original
The technical upgrade of Ethereum #以太坊的技术升级 did not improve performance, the speed is too slow, making it unusable. Additionally, there is continuous inflation, so it has no value, just the next EOS.
See original
Ethereum is done. Stop fooling people.
价值投资者-赚哥
--
Looking only at the short term, ETH has dropped directly from its peak without any rebound. I do not know the real reason, I can only speculate: 1. ETH is heavy, institutions are killing it to clear retail and long leveraged positions, accompanied by a small number of institutions cutting losses and leaving, similar to how Three Arrows Capital was blown up in July 2022; 2. There are fundamental issues with ETH. Personally, I believe the likelihood of the first possibility is greater. XRP, ADA, and SOL can all rise, with market values approaching ETH, but their daily trading volume is less than one-fifth of ETH, while ETH's daily trading volume accounts for 50%-70% of Bitcoin, which is completely inconsistent with its market value. From this perspective, when even the dogs on the street know that ETH is doomed, the cost-performance ratio of ETH has become very high. I do not know if 1700 is the bottom; it is very likely not, but at this position, ETH's cost-performance ratio is quite good. If ETH completely fails and is replaced by XRP and others in the second place, then in the future, there will be no technology, and the entire crypto space will turn into a casino for meme coins. In the long run, SOL and other chains will also go to zero. One day, ETH may be replaced, but it will definitely not be by the SOL chain or centralized pseudo-tokens like XRP. In the long run, I still have confidence in ETH. I won't say much about Bitcoin; I am optimistic in the long term.
Translate
抛了吧，以太坊不行了
【ETH Whale Holds $10 Million for Three Years, Left in Tears - Ultimately a Fruitless Endeavor!】
As ETH declines, the ETH staked by the whale is facing large-scale liquidation! Currently, the market's attention is focused on a whale holding over 60,000 ETH (worth $340 million) that is about to be liquidated! This whale adds some margin to avoid liquidation when the price approaches the liquidation threshold, but whether due to limited funds or to prevent further investments from being liquidated, it only moves the liquidation price down a few dozen dollars each time, hoping for a quick rebound in ETH!
Interestingly, this whale acquired its ETH through a revolving loan in May 2022, at an average price around $2,200. Let's reflect on what happened in May 2022? The Luna Crash!
During the Luna Crash, ETH plummeted, and many institutional whales were liquidated, yet this whale managed to withstand the halved price without being liquidated! After three years of holding on through the price halving, the highest return achieved was only a doubling! Perhaps the expected return price was not reached, so the whale continues to hold on! Now, everything may turn out to be a fruitless endeavor!
If ETH continues to decline, it will technically enter a 'bear market trend!'
Will the market favor the truly great believers??
Currently, through additional capital, this whale's liquidation price has moved down to $1,781.
As ETH declines, the ETH staked by the whale is facing large-scale liquidation! Currently, the market's attention is focused on a whale holding over 60,000 ETH (worth $340 million) that is about to be liquidated! This whale adds some margin to avoid liquidation when the price approaches the liquidation threshold, but whether due to limited funds or to prevent further investments from being liquidated, it only moves the liquidation price down a few dozen dollars each time, hoping for a quick rebound in ETH!
Interestingly, this whale acquired its ETH through a revolving loan in May 2022, at an average price around $2,200. Let's reflect on what happened in May 2022? The Luna Crash!
During the Luna Crash, ETH plummeted, and many institutional whales were liquidated, yet this whale managed to withstand the halved price without being liquidated! After three years of holding on through the price halving, the highest return achieved was only a doubling! Perhaps the expected return price was not reached, so the whale continues to hold on! Now, everything may turn out to be a fruitless endeavor!
If ETH continues to decline, it will technically enter a 'bear market trend!'
Will the market favor the truly great believers??
Currently, through additional capital, this whale's liquidation price has moved down to $1,781.
See original
The next EOS, no one uses it
Ethereum is a remnant of the old era, the new era has no ship to carry it.
The Ethereum community has started to self-rescue.
“Stop spreading FUD, on-chain data is clear, ETH's fundamentals are fine, it's just the market sentiment that is poor.”
“If Vitalik can successfully integrate L2, ETH will definitely soar in the next cycle, now is the opportunity to buy at the trough.”
“What use is Solana being fast? A single crash is enough to make it tough, ETH is the real king, retail investors don’t panic.”
“Institutions are secretly picking up chips, once you all run out, they will pull up the market, believe it or not.”
These voices are prevalent in various communities, after all, everyone in web3 holds ETH, even just a little GAS. Their 'self-rescue' actions are essentially seeking support for this optimistic outlook, reinforcing collective belief through united voices, but the problems with ETH go beyond these.
See original
GitHub likes reached 30,000
Recently, various positive factors for $SHELL , including being listed on Binance spot, engaging in split trading, widespread optimism across the network, and many KOLs calling for trades. Who is really selling? The market tends to go against expectations; I take what others abandon. Most people in this market are still losing money, and breaking below 0.4 is highly probable.
See original
Inevitably Settled
Binance News
--
ETH faces an on-chain liquidation risk of approximately $127.3 million
According to BlockBeats, on February 28, DefiLlama data shows that the price of ETH is $1919.49, facing a large on-chain liquidation risk of approximately $127.3 million.
See original
Fall 800
If Ethereum drops to 1500, then this 5 years have been in vain haha, who would laugh at someone still investing in crypto, you were at this price 5 years ago.
See original
Ethereum is going to 800
随着比特币跌破8万美元，第二目标位已经到了，接下来就是最坏的情况：跌倒70000-71000美元，即这轮行情的起涨点！
当然，个人是不希望出现这种情况的，虽然这证明了周一就说的事情是对的，然而作为行业从业者，是希望行业芝麻开花节节高的！
接下来最大的问题就是：此前抗跌的山寨币，大概率要补跌一波了，很多人认为山寨币没怎么涨，或者已经在底部躺好了，但是山寨币是没有底的，即使跌倒地板价，还会给你来个地下室，甚至是十八层地狱！
这一波跌完，可能就真的出现当年3.12、5.19那样的黄金坑了！
只是当年是一波跌到位，是大刀挖心！
现在是持续的阴跌然后加速跌，属于是小刀子割肉！
当然小刀子割肉更痛苦，毕竟凌迟可是十大酷刑之一！
这轮减半行情，是个非典型牛市，因为美联储利率直到现在也是在高位，此前三轮减半却都是低利率相配合，流动性充足！
然而美联储不可能一直高利率，不然美国经济和股市总得死一个，所以接下来就只能是准备三好：好好吃饭、好好睡觉、好好工作，打持久战了！
当然，个人是不希望出现这种情况的，虽然这证明了周一就说的事情是对的，然而作为行业从业者，是希望行业芝麻开花节节高的！
接下来最大的问题就是：此前抗跌的山寨币，大概率要补跌一波了，很多人认为山寨币没怎么涨，或者已经在底部躺好了，但是山寨币是没有底的，即使跌倒地板价，还会给你来个地下室，甚至是十八层地狱！
这一波跌完，可能就真的出现当年3.12、5.19那样的黄金坑了！
只是当年是一波跌到位，是大刀挖心！
现在是持续的阴跌然后加速跌，属于是小刀子割肉！
当然小刀子割肉更痛苦，毕竟凌迟可是十大酷刑之一！
这轮减半行情，是个非典型牛市，因为美联储利率直到现在也是在高位，此前三轮减半却都是低利率相配合，流动性充足！
然而美联储不可能一直高利率，不然美国经济和股市总得死一个，所以接下来就只能是准备三好：好好吃饭、好好睡觉、好好工作，打持久战了！
Translate
8.5万美元的成本？
比特币单日暴跌20%背后：一场被忽视的全球经济暗战正在上演
当比特币在亚洲早盘突然跌破8万美元时，全球交易员的手机警报此起彼伏。这个被称为"数字黄金"的资产，在24小时内蒸发超2000亿美元市值，连带整个加密货币市场血流成河。但这场暴跌背后，隐藏着远比表面更危险的全球经济信号。
一、惊魂24小时：加密货币的"血色黎明"
北京时间凌晨3点17分，比特币价格跌破80000美元的心理防线，引发全球交易所连环爆仓。CoinGecko数据显示，79,801美元的日内低点创造了近三个月最大单日跌幅，超过62万投资者在睡梦中被强制平仓。以太坊、SOL等主流币种同步下挫，衍生品市场7.27亿美元的清算规模中，86%都是看涨的多头头寸。
这绝非孤立事件。就在前夜，那斯达克指数已连续三日暴跌，芯片股集体雪崩。英伟达财报后的5%跌幅看似温和，实则撕开了科技股估值虚高的真相——这家AI芯片巨头市盈率高达76倍，远超苹果的28倍和微软的36倍。
二、三重绞杀：被误判的市场警报
1. 科技股泡沫破裂的连带效应
华尔街从未真正理解加密货币与科技股的血缘关系。当英伟达的GPU矿机支撑着70%的比特币算力，当Coinbase等加密交易平台被纳入纳斯达克100指数，两个市场的命运早已紧密相连。本次科技股回调中，ARK创新ETF单周资金流出达12亿美元，这些从"风险偏好最高"领域撤退的资金，必然波及加密货币市场。
2. 特朗普关税大炮的经济威慑
前总统突然宣布对中墨加三国加征关税，绝非选举造势那么简单。2018年贸易战期间，比特币曾单日暴跌15%，这次市场反应看似温和，实则暗藏更大危机——美国3月制造业PMI已跌破荣枯线，若全球供应链再遭冲击，美联储将陷入"抗通胀"与"保增长"的两难困局。
3. 通胀幽灵与央行的沉默博弈
2月核心PCE物价指数同比上涨2.8%，连续三月高于预期。这彻底浇灭了市场对6月降息的幻想，10年期美债收益率应声突破4.25%。更危险的是，5年期通胀预期已升至2.46%，创2023年4月以来新高。当实际利率持续为正，风险资产的估值体系面临全面重构。
三、基金经理的末日预言：7万美元才是底部？
Lekker Capital创始人Quinn Thompson的预警值得警惕："当所有利好出尽而价格停滞，就是趋势逆转的明确信号。"他的7万美元预测背后，是三个被忽视的底层逻辑：
矿工抛压暗流：比特币减半后，若价格不能维持在8.5万美元以上，30%的矿场将陷入亏损。这些持有大量比特币的"原始股东"可能被迫抛售。杠杆清算循环：当前加密货币市场杠杆率已达2021年牛市水平，每次5%以上的波动都会触发数十亿美元清算，形成下跌螺旋。监管利剑高悬：美国SEC对以太坊ETF的暧昧态度，香港虚拟资产交易所的合规风暴，都在削弱机构投资者的入场信心。
四、历史轮回：这次真的不一样？
回看比特币历次牛熊转换，有三个关键指标正在亮起红灯：
MVRV比值（市值/已实现价值）突破3.5，进入危险区域交易所稳定币储备下降27%，显示资金持续外流巨鲸地址（持币超1000BTC）数量减少15%，筹码分散化
但真正的危机或许藏在传统金融市场。美国商业地产贷款违约率升至6.6%，地区银行股指数年内下跌23%，这些都可能引发更广泛的流动性危机。当"避险资产"比特币开始与风险资产同步波动，全球金融体系的脆弱性已暴露无遗。
五、黎明前的黑暗：投资者的生存指南
在这个多空博弈的至暗时刻，三个生存法则至关重要：
警惕杠杆双刃剑：衍生品市场未平仓合约仍高达460亿美元，任何剧烈波动都将放大损失关注宏观经济日历：4月非农数据、5月CPI报告、6月FOMC会议，每个节点都可能重绘市场轨迹坚守仓位管理铁律：将加密货币配置控制在总资产的5%以内，用定投策略平滑波动
当比特币跌破8万美元时，那些在2022年寒冬中幸存的老矿工们，正默默开启备用矿机。历史告诉我们，真正的投资机遇往往诞生于极致恐慌之中——但前提是，你能穿越这场席卷全球的金融风暴。#比特币暴跌 #比特币 #美SEC：Meme币非证券
$BTC $ETH $BNB
一、惊魂24小时：加密货币的"血色黎明"
北京时间凌晨3点17分，比特币价格跌破80000美元的心理防线，引发全球交易所连环爆仓。CoinGecko数据显示，79,801美元的日内低点创造了近三个月最大单日跌幅，超过62万投资者在睡梦中被强制平仓。以太坊、SOL等主流币种同步下挫，衍生品市场7.27亿美元的清算规模中，86%都是看涨的多头头寸。
这绝非孤立事件。就在前夜，那斯达克指数已连续三日暴跌，芯片股集体雪崩。英伟达财报后的5%跌幅看似温和，实则撕开了科技股估值虚高的真相——这家AI芯片巨头市盈率高达76倍，远超苹果的28倍和微软的36倍。
二、三重绞杀：被误判的市场警报
1. 科技股泡沫破裂的连带效应
华尔街从未真正理解加密货币与科技股的血缘关系。当英伟达的GPU矿机支撑着70%的比特币算力，当Coinbase等加密交易平台被纳入纳斯达克100指数，两个市场的命运早已紧密相连。本次科技股回调中，ARK创新ETF单周资金流出达12亿美元，这些从"风险偏好最高"领域撤退的资金，必然波及加密货币市场。
2. 特朗普关税大炮的经济威慑
前总统突然宣布对中墨加三国加征关税，绝非选举造势那么简单。2018年贸易战期间，比特币曾单日暴跌15%，这次市场反应看似温和，实则暗藏更大危机——美国3月制造业PMI已跌破荣枯线，若全球供应链再遭冲击，美联储将陷入"抗通胀"与"保增长"的两难困局。
3. 通胀幽灵与央行的沉默博弈
2月核心PCE物价指数同比上涨2.8%，连续三月高于预期。这彻底浇灭了市场对6月降息的幻想，10年期美债收益率应声突破4.25%。更危险的是，5年期通胀预期已升至2.46%，创2023年4月以来新高。当实际利率持续为正，风险资产的估值体系面临全面重构。
三、基金经理的末日预言：7万美元才是底部？
Lekker Capital创始人Quinn Thompson的预警值得警惕："当所有利好出尽而价格停滞，就是趋势逆转的明确信号。"他的7万美元预测背后，是三个被忽视的底层逻辑：
矿工抛压暗流：比特币减半后，若价格不能维持在8.5万美元以上，30%的矿场将陷入亏损。这些持有大量比特币的"原始股东"可能被迫抛售。杠杆清算循环：当前加密货币市场杠杆率已达2021年牛市水平，每次5%以上的波动都会触发数十亿美元清算，形成下跌螺旋。监管利剑高悬：美国SEC对以太坊ETF的暧昧态度，香港虚拟资产交易所的合规风暴，都在削弱机构投资者的入场信心。
四、历史轮回：这次真的不一样？
回看比特币历次牛熊转换，有三个关键指标正在亮起红灯：
MVRV比值（市值/已实现价值）突破3.5，进入危险区域交易所稳定币储备下降27%，显示资金持续外流巨鲸地址（持币超1000BTC）数量减少15%，筹码分散化
但真正的危机或许藏在传统金融市场。美国商业地产贷款违约率升至6.6%，地区银行股指数年内下跌23%，这些都可能引发更广泛的流动性危机。当"避险资产"比特币开始与风险资产同步波动，全球金融体系的脆弱性已暴露无遗。
五、黎明前的黑暗：投资者的生存指南
在这个多空博弈的至暗时刻，三个生存法则至关重要：
警惕杠杆双刃剑：衍生品市场未平仓合约仍高达460亿美元，任何剧烈波动都将放大损失关注宏观经济日历：4月非农数据、5月CPI报告、6月FOMC会议，每个节点都可能重绘市场轨迹坚守仓位管理铁律：将加密货币配置控制在总资产的5%以内，用定投策略平滑波动
当比特币跌破8万美元时，那些在2022年寒冬中幸存的老矿工们，正默默开启备用矿机。历史告诉我们，真正的投资机遇往往诞生于极致恐慌之中——但前提是，你能穿越这场席卷全球的金融风暴。#比特币暴跌 #比特币 #美SEC：Meme币非证券
$BTC $ETH $BNB
Translate
#以太坊完蛋了，性能不行，还不停增发，无人使用，妥妥的下一个eos,割肉跑了。
Translate
以太坊完蛋了
有个投资者，五年前看好ETH，满怀希望地买了很多，梦想着一夜暴富。他跟朋友们说：“这次我真是捡到宝了，ETH绝对会像狗屎币一样爆发！”每天都盯着ETH的价格，心里想着：“等我有了几万，我就可以环游大城市，去一趟铁岭享受人生。”
然而五年过去了，ETH的价格始终在原地踏步，时不时来点小波动，像个拉不动的拖拉机🚜。每次看到涨个几块，他都激动万分：“终于突破了！”可等到第二天，他的兴奋感就被“回撤”给无情击碎。
终于，投资者心态崩溃，决定上天堂去向神问个明白。天使看着他，淡定地说：“你原本应该去地狱的，因为你坚持了五年ETH而没有卖掉，简直是在享受生命。”投资者听后泪流满面：“那我怎么办？”天使拍拍他：“不过，考虑到你对ETH的忠诚，我们决定让你提前‘减刑’，你已经服满五年期，接下来可以开始去做别的项目了。”
投资者擦了擦眼泪，默默想：“那我下辈子是不是该去买点以太了？”
天使：有这种觉悟，我决定在你下辈子也给你减刑！#Bybit发布黑客取证报告
$ETH
$BTC
$LTC
然而五年过去了，ETH的价格始终在原地踏步，时不时来点小波动，像个拉不动的拖拉机🚜。每次看到涨个几块，他都激动万分：“终于突破了！”可等到第二天，他的兴奋感就被“回撤”给无情击碎。
终于，投资者心态崩溃，决定上天堂去向神问个明白。天使看着他，淡定地说：“你原本应该去地狱的，因为你坚持了五年ETH而没有卖掉，简直是在享受生命。”投资者听后泪流满面：“那我怎么办？”天使拍拍他：“不过，考虑到你对ETH的忠诚，我们决定让你提前‘减刑’，你已经服满五年期，接下来可以开始去做别的项目了。”
投资者擦了擦眼泪，默默想：“那我下辈子是不是该去买点以太了？”
天使：有这种觉悟，我决定在你下辈子也给你减刑！#Bybit发布黑客取证报告
$ETH
$BTC
$LTC
Login to explore more contents