飞凡123

Here's some data that should make ETH holders anxious.
Solana's 24-hour trading volume is $2.179 billion.
It almost crushes Ethereum L1's $948 million trading volume.
Even if you combine Base, Arbitrum, OP three major L2s with L1, the 24-hour trading volume is only $1.750 billion.
Besides trading volume, Solana also has 1.93 million active addresses.
Apart from the two ecosystem forces, BSC's 24-hour trading volume can also reach $944 million, but with close to 2.5 million active addresses, it's a true retail public chain.
ETH can already be seen as a savings jar public chain.

什么時候比特幣能吸血黃金了，
牛市也就真的來了。

中东冲突以来，比特币几乎跑赢了所有主流传统资产。

After a year of altcoin bear market, many market consensus points have been overturned.
1. It's been a long time since anyone mentioned Bitcoin sucking blood from altcoins; people have realized the issues of high FDV and token unlocks.
2. It seems there's no actual relationship where BTC rallies first, then ETH, then altcoins take their turn.
3. Traditional institutional capital is more inclined toward BTC and major cryptocurrencies.
4. Setting aside top projects, VC-backed projects have significantly lost their premium valuation.
5. Crypto narratives haven't disappeared, but pure narratives a

持續的畫門行情又要開始了。

那个什么季已经很久没被人提过了。

Previously when browsing blockchain media, I would see information about various project teams and Bitcoin whale activities. Now when scrolling, I mostly see macroeconomic and AI content, with native crypto news becoming increasingly rare.

BTC期权端的异动还挺明显的。
哪怕现在短端恐慌对冲还没完全消退，但一部分资金开始布局看涨期权。
3月末和4月在75000的看涨期权开始规模买入，更有趣的点在于，这些资金有一部分选择抛售60000以下看跌期权来买入看涨期权。
另外3月到期的BTC期权，看涨约6.6亿美元，看跌期权大概2.4亿美元，比例接近3:1。
资金数据不会骗人，市场已经有相当一部分力量开始从空转多了。

比特幣好像很久沒有過獨立行情了。

記得2020年312就是原油期貨崩盤導致的。

年輕時，結交比你年長的朋友，
年老時，結交比你年輕的朋友。

一旦遇到逆風局，習慣賺快錢的弊端就開始顯現了，
比如用玩meme的方式玩合約。

行情仍然是垃圾時間，
怎麼上去就怎麼下來。

比特幣終於在國家法幣失靈之時， 展示了其避險屬性。

比特幣預料了未來的重大黑天鵝，
早在伊朗之亂之前就已經跌無可跌了。

川普二次上台後，風險市場好像一直沒有過安穩日子。

币圈“借假修真”心法第一條，
學會P圖。

在币圈，“先信资本”是個伪命题，
版本答案其實是“不信资本”，
“不信资本” 的人現在手裡基本都是比特幣和U。

伊朗使用低價電力挖礦比特幣，
朝鮮研究黑客技術，
特朗普阿根廷總統發meme澆給，
加密行業成為圈外提款機。