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Why ETH Can Reach $5800: A Detailed Analysis
As ETH surges above $3800, the underlying momentum of this market trend is not merely explainable by market sentiment fermentation or short-term ETF heat; the deeper thrust stems from a systemic transformation around 'fund structure reconstruction + ecological path evolution'. This round of rise does not rely on the influx of external new funds but rather on the operational model of on-chain funds and ecological gameplay moving towards deep innovation—through several key aspects, perhaps we can glimpse the full picture of this change.
1. Restaking: From Locked Closed Loop to Modular Security Network
EigenLayer initially entered the spotlight due to the layered yield model of 'Restaking', but its value has now far exceeded its initial positioning: with the official mainnet launch, features such as AVS (Active Validation Service), data availability layer, and security as a service are gradually being implemented. This means that ETH stakers are no longer limited to fixed yields but are truly participating in the overall network security maintenance, providing underlying security guarantees for new Rollups and new services. As a result, ETH has transformed from a static capital accumulation state to a core foundation supporting ecosystem security. The 'modular security' represented by AVS has become the new industry narrative, replacing the previous simple 'staking closed-loop' logic.
1. Restaking: From Locked Closed Loop to Modular Security Network
EigenLayer initially entered the spotlight due to the layered yield model of 'Restaking', but its value has now far exceeded its initial positioning: with the official mainnet launch, features such as AVS (Active Validation Service), data availability layer, and security as a service are gradually being implemented. This means that ETH stakers are no longer limited to fixed yields but are truly participating in the overall network security maintenance, providing underlying security guarantees for new Rollups and new services. As a result, ETH has transformed from a static capital accumulation state to a core foundation supporting ecosystem security. The 'modular security' represented by AVS has become the new industry narrative, replacing the previous simple 'staking closed-loop' logic.
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So awesome, it has increased so much market value, who is buying after all
#MichaelSaylor暗示增持BTC
#山寨季何时到来
#本周高光时刻
#MichaelSaylor暗示增持BTC
#山寨季何时到来
#本周高光时刻
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@Sign
Building a global distribution platform focused on quality services and assets. Sign's first product, Signatures, allows users to use public keys to sign legally binding agreements and create on-chain records that comply with contract terms. Sign's second product is TokenTable, which helps Web3 projects execute, track, and enforce the distribution of project tokens.
@ethsign
Why did the first batch of NFT users backstab the community without launching this token, leaving it to zero?
Building a global distribution platform focused on quality services and assets. Sign's first product, Signatures, allows users to use public keys to sign legally binding agreements and create on-chain records that comply with contract terms. Sign's second product is TokenTable, which helps Web3 projects execute, track, and enforce the distribution of project tokens.
@ethsign
Why did the first batch of NFT users backstab the community without launching this token, leaving it to zero?
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$NVDA Nvidia's fourth quarter (January quarter) results for fiscal year 2025:
• Revenue increased 12% quarter-on-quarter to $39.3 billion (exceeding expectations by $1.2 billion).
• Gross margin 73% (down 2 percentage points quarter-on-quarter).
• Operating margin 61% (down 1 percentage point quarter-on-quarter).
• Non-GAAP earnings per share (EPS) $0.89 (exceeding expectations by $0.04).
Guidance for the first quarter of fiscal year 2026:
• Revenue is expected to be $43 billion (exceeding expectations by $1 billion). p#币安LaunchpoolRED #比特币价格走势分析 #Strategy增持比特币 #币安LaunchpoolRED
• Revenue increased 12% quarter-on-quarter to $39.3 billion (exceeding expectations by $1.2 billion).
• Gross margin 73% (down 2 percentage points quarter-on-quarter).
• Operating margin 61% (down 1 percentage point quarter-on-quarter).
• Non-GAAP earnings per share (EPS) $0.89 (exceeding expectations by $0.04).
Guidance for the first quarter of fiscal year 2026:
• Revenue is expected to be $43 billion (exceeding expectations by $1 billion). p#币安LaunchpoolRED #比特币价格走势分析 #Strategy增持比特币 #币安LaunchpoolRED
Regarding #Alt Coins
Clearly this cycle isn';t the same as previous cycles
For larger systemic reasons that many have already covered Money isn't moving from #BTC into #ETH and into #Alts the way it used to
That's not likely to change, while some ALTs will continue to to do well, The "easy money" ALT coin wealth machine is not what it used to be, ETFs are the game now and you are playing agains the big institutions
You are going to have to up your skills to play this game now#加密市场反弹 #微策略持续增持BTC
Clearly this cycle isn';t the same as previous cycles
For larger systemic reasons that many have already covered Money isn't moving from #BTC into #ETH and into #Alts the way it used to
That's not likely to change, while some ALTs will continue to to do well, The "easy money" ALT coin wealth machine is not what it used to be, ETFs are the game now and you are playing agains the big institutions
You are going to have to up your skills to play this game now#加密市场反弹 #微策略持续增持BTC
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This week's token unlocking summary:
▪️ $ADA will unlock 18.53 million tokens on November 26, worth about $18.72 million, accounting for 0.05% of the circulation;
▪️ $EIGEN will unlock 1.29 million tokens on November 27, worth about $3.84 million, accounting for 0.69% of the circulation;
▪️ $ENA will unlock 12.86 million tokens on November 27, worth about $8.94 million, accounting for 0.45% of the circulation;
▪️ $IMX will unlock 24.52 million tokens on November 29, worth about $42.41 million, accounting for 1.47% of the circulation;
▪️ $OP will unlock 31.34 million tokens on November 30, worth about $68.64 million, accounting for 2.50% of the circulation;
▪️ $SUI 64.19 million tokens will be unlocked on December 1, worth about $215 million, accounting for 2.26% of the circulation
#BTC创历史最大月度涨幅 #谁将成美SEC新主席？ #比特币突破10万？
▪️ $ADA will unlock 18.53 million tokens on November 26, worth about $18.72 million, accounting for 0.05% of the circulation;
▪️ $EIGEN will unlock 1.29 million tokens on November 27, worth about $3.84 million, accounting for 0.69% of the circulation;
▪️ $ENA will unlock 12.86 million tokens on November 27, worth about $8.94 million, accounting for 0.45% of the circulation;
▪️ $IMX will unlock 24.52 million tokens on November 29, worth about $42.41 million, accounting for 1.47% of the circulation;
▪️ $OP will unlock 31.34 million tokens on November 30, worth about $68.64 million, accounting for 2.50% of the circulation;
▪️ $SUI 64.19 million tokens will be unlocked on December 1, worth about $215 million, accounting for 2.26% of the circulation
#BTC创历史最大月度涨幅 #谁将成美SEC新主席？ #比特币突破10万？
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#BTC创历史新高 #美国大选后涨或跌？ #美国大选后叙事观察 #特朗普宣布胜选
The price of Bitcoin is directly rushing to 85,000. There are pictures and the truth. The bulls are starting to eat meat. Tesla rose 18% before the market opened. Trump and Pony Ma want to launch BTC to the moon. Please share your opinions.
The price of Bitcoin is directly rushing to 85,000. There are pictures and the truth. The bulls are starting to eat meat. Tesla rose 18% before the market opened. Trump and Pony Ma want to launch BTC to the moon. Please share your opinions.
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#美国大选后涨或跌？ #美联储利率决议来袭 #BTC市占率新高 #特朗普哈里斯辩论未提及加密货币
#大选结果
Trump elected as President of the United States
Currently, let's see the election results, the capital is currently supporting Trump, if it doesn’t break new highs, that’s fine, if it breaks new highs, the crypto world will be happy and make money, but if at the same time Harris wins, people might not dislike her as much
GO: After all, the Jews are too strong
The price is held at seventy thousand, if Harris wins, there will be a major crash in the stock market and crypto world, causing everyone to lose money, then wouldn’t everyone hate Harris and be annoyed that she won?
Trump is now supporting Bitcoin, the campaign has reached a critical moment, conversely if it goes to 76000, when everyone sees the main force pulling up the price, they will have confidence
Everyone is hoping Trump wins, if you are American and bought Bitcoin, would you take your relatives and friends to vote? Conversely, if it stays around 60000, where's the enthusiasm to support Trump, so around 70 thousand is just right
Welcome everyone to discuss together, leave your opinions. Remember to follow, like, thank you
$BTC $ETH $BNB
#大选结果
Trump elected as President of the United States
Currently, let's see the election results, the capital is currently supporting Trump, if it doesn’t break new highs, that’s fine, if it breaks new highs, the crypto world will be happy and make money, but if at the same time Harris wins, people might not dislike her as much
GO: After all, the Jews are too strong
The price is held at seventy thousand, if Harris wins, there will be a major crash in the stock market and crypto world, causing everyone to lose money, then wouldn’t everyone hate Harris and be annoyed that she won?
Trump is now supporting Bitcoin, the campaign has reached a critical moment, conversely if it goes to 76000, when everyone sees the main force pulling up the price, they will have confidence
Everyone is hoping Trump wins, if you are American and bought Bitcoin, would you take your relatives and friends to vote? Conversely, if it stays around 60000, where's the enthusiasm to support Trump, so around 70 thousand is just right
Welcome everyone to discuss together, leave your opinions. Remember to follow, like, thank you
$BTC $ETH $BNB
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#ETH🔥🔥🔥🔥 #ETHBTC汇率新低 #ETH收益 #ETH大涨 #ETH投资
Why is ETH so weak, unable to compete with other coins?
Since January 2nd of this year, the Ethereum Foundation has continuously sold ETH on-chain in exchange for DAI, conducting a total of 37 transactions, with amounts ranging from 50 to 200 ETH. The first transaction occurred on January 2nd, and the last transaction took place on October 23rd. A total of 4066 ETH was sold directly through CowSwap at an average price of $2764, totaling approximately $11.24 million.
Additionally, a related address received 51,251 ETH from the Ethereum Foundation on November 17, 2015, and has charged 2580 ETH ($6.24 million) to Bitstamp and Kraken in the last two months, with an average transfer price of $2417.
The Ethereum Foundation may have sold a total of 6646 ETH this year, worth over $17 million.
Moreover, there are too many retail investors holding ETH, and it will take time to wash them out. Everyone can discuss whether you have bought a lot of ETH.
Why is ETH so weak, unable to compete with other coins?
Since January 2nd of this year, the Ethereum Foundation has continuously sold ETH on-chain in exchange for DAI, conducting a total of 37 transactions, with amounts ranging from 50 to 200 ETH. The first transaction occurred on January 2nd, and the last transaction took place on October 23rd. A total of 4066 ETH was sold directly through CowSwap at an average price of $2764, totaling approximately $11.24 million.
Additionally, a related address received 51,251 ETH from the Ethereum Foundation on November 17, 2015, and has charged 2580 ETH ($6.24 million) to Bitstamp and Kraken in the last two months, with an average transfer price of $2417.
The Ethereum Foundation may have sold a total of 6646 ETH this year, worth over $17 million.
Moreover, there are too many retail investors holding ETH, and it will take time to wash them out. Everyone can discuss whether you have bought a lot of ETH.
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#BTC要挑战7W大关了吗？ #特朗普家族加密项目
#美降息25个基点预期升温
#美国大选如何影响加密产业？
#以太坊基金会
It is expected that the project party that will launch the Pump reform hype next, any coincidence is purely similar
$Blur $Gmx $Banana $FTM$AVAX$GMT$CAKE $BB $CFX $MAGIC $JUP $
MEME brothers below add to catch the next 30 times coin
Welcome to like and discuss
#美降息25个基点预期升温
#美国大选如何影响加密产业？
#以太坊基金会
It is expected that the project party that will launch the Pump reform hype next, any coincidence is purely similar
$Blur $Gmx $Banana $FTM$AVAX$GMT$CAKE $BB $CFX $MAGIC $JUP $
MEME brothers below add to catch the next 30 times coin
Welcome to like and discuss
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#以太坊ETF批准预期 #ETH能到8000U
Fall first and then rise, long-term positive. Let's see how high ETH can go
#山寨季何时到来？ ETH rises, there is hope for altcoins
The air force has also prepared bullets. Let's discuss whether it will rise first and then fall, or keep rising, or fall first and then rise. Let's discuss together #ETH🔥🔥🔥🔥 will be online at 21:30 in the evening
Fall first and then rise, long-term positive. Let's see how high ETH can go
#山寨季何时到来？ ETH rises, there is hope for altcoins
The air force has also prepared bullets. Let's discuss whether it will rise first and then fall, or keep rising, or fall first and then rise. Let's discuss together #ETH🔥🔥🔥🔥 will be online at 21:30 in the evening
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#德国政府转移比特币 #Mt.Gox将启动偿还计划
#门头沟事件
Mentougou has really started to crash the market, it's really a dog
How much do you think, if you can survive this wave of late #BTC☀
It will soar to the sky. Many people think 40,000, I don't think it's that pessimistic
Let's discuss how much you think #非农就业数据即将公布
#门头沟事件
Mentougou has really started to crash the market, it's really a dog
How much do you think, if you can survive this wave of late #BTC☀
It will soar to the sky. Many people think 40,000, I don't think it's that pessimistic
Let's discuss how much you think #非农就业数据即将公布
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#zkSync #zkSyncEra zks latest suggestions, latest rules, #zks #zkSync airdrop received several constructive feedbacks, which I think are worth noting.
Suggestion 1: (Others in the group have already proposed this suggestion, I just mention it again for ease of reading)
As X and others mentioned, reduce the allocation of 75-100k tokens and redistribute these numbers back to the community by reducing the maximum cap.
Use a tiered system to reduce the higher allocations (e.g., the original 100k>80k, 80k>
65k).
Many complaints indicate that 100k is too much, and many concerns indicate that the gap between base tokens and 100k is too large.
Suggestion 2:
Reallocate part of the planned community tokens to lower-level allocations and increase the number of eligible wallets.
Alternatively, this part can come from the allocation of the team or investors.
Community suggestion: Increase the airdrop supply from 17.5% to 20%.
Suggestion 3:
Set an earlier deadline for everyone to claim tokens. Tokens not claimed by this date
should be redistributed equally between those who have claimed tokens. (Can be mixed and help lower tier
distribution)
Suggestion 4:
Work with LayerZero and consider using their Sybil list. Many people complained about obvious Sybils
with almost identical wallet stats receiving 50-100k tokens. (I have seen screenshots myself, not sure if true)
This process could have been handled better and the excess tokens from these sybils could have been re-used
and redistributed to the community.
Suggestion 5:
Reward long-term zkSync users. Many OG users were overlooked and disqualified despite significant contributions and time invested.
The overall main goals are:
-Enhance lower tier distributions (e.g., base cap of 1k)
-Increase the number of eligible wallets
Please discuss whether this suggestion is appropriate, remember to follow and like, and discuss together. Make a contribution for yourself
Suggestion 1: (Others in the group have already proposed this suggestion, I just mention it again for ease of reading)
As X and others mentioned, reduce the allocation of 75-100k tokens and redistribute these numbers back to the community by reducing the maximum cap.
Use a tiered system to reduce the higher allocations (e.g., the original 100k>80k, 80k>
65k).
Many complaints indicate that 100k is too much, and many concerns indicate that the gap between base tokens and 100k is too large.
Suggestion 2:
Reallocate part of the planned community tokens to lower-level allocations and increase the number of eligible wallets.
Alternatively, this part can come from the allocation of the team or investors.
Community suggestion: Increase the airdrop supply from 17.5% to 20%.
Suggestion 3:
Set an earlier deadline for everyone to claim tokens. Tokens not claimed by this date
should be redistributed equally between those who have claimed tokens. (Can be mixed and help lower tier
distribution)
Suggestion 4:
Work with LayerZero and consider using their Sybil list. Many people complained about obvious Sybils
with almost identical wallet stats receiving 50-100k tokens. (I have seen screenshots myself, not sure if true)
This process could have been handled better and the excess tokens from these sybils could have been re-used
and redistributed to the community.
Suggestion 5:
Reward long-term zkSync users. Many OG users were overlooked and disqualified despite significant contributions and time invested.
The overall main goals are:
-Enhance lower tier distributions (e.g., base cap of 1k)
-Increase the number of eligible wallets
Please discuss whether this suggestion is appropriate, remember to follow and like, and discuss together. Make a contribution for yourself
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$ALICE #alice Will it rise? #ALICE.智能策略库🥇🥇 Alice has a market value of more than 100 million in the gaming sector. Do you think it can become the leader of the gaming sector? Welcome to discuss. Remember to like and follow me #链游板块普涨 #游戏板块
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