When the fundamentals 'get on track,' price increases are just a matter of time: The core consensus from the Davos Forum is the strong intrinsic fundamentals: financial institutions have already positioned Ethereum (ETH) and its ecosystem as the foundation for next-gen financial infrastructure. What this means: the continuous rise of gold and silver is masking the strength of cryptocurrencies (especially Ethereum ETH and BTC). Let the dust settle for a bit—once gold stabilizes at higher levels, digital gold will take off! Personally, I remain optimistic, especially for Q2 this year! 1️⃣ Asset rotation: Gold moves first → Risk assets catch up (delayed transmission); 2️⃣ Institutional allocation logic: 'Slow money' driven by ETFs/custody/compliance channels will gain momentum in Q2, with Bitcoin leading the way; 3️⃣ Ethereum's ecosystem is gradually strengthening its cash flow/staking asset attributes, shifting the narrative from 'technology' to 'financial infrastructure'; 4️⃣ Market behavior: Sentiment recovery in the first half → Q2 is more likely to trend upward; Q2 is more likely to see a 'risk asset window.'