Judging from the strength of today's rebound in the cryptocurrency and gold/silver markets, the market has indeed diverged significantly, and hot money is really speculating on gold/silver rather than Ethereum. At present, gold is one step away from the 5000 mark and silver is one step away from the 90 mark. On the other hand, the rebound of Da Bing is only 80000 yuan, with a current price of 767 yuan. The rebound of Ethereum is only 2400, and the current price is 2250. It's really too weak. The current gold and silver are like the big pancake ether from a few years ago, full of resilience, wishing to experience a reversal on the same day it falls Emerging assets and traditional assets have undergone a miraculous turnaround in recent times, and the cryptocurrency industry now feels like an aging veteran, while gold and silver are like young men in their seventies and eighties. So it seems that shorting the cryptocurrency market and going long on gold and silver is a good option in the short term, until Walsh proves that shrinking the balance sheet is not feasible after coming to power, which may lead to another opportunity for reversal.