Cindy胖迪🥰|Feb 08, 2026 15:41
Simple Logic of Several Bottom fishing ETH
I said in May last year that I would never be able to buy Ethereum worth 1500 again, almost slapping my face! As a mature investor, not being obsessed with war is the basic logic. 4300 has sold all its positions, leaving over 10 remaining.
At present, it is close to the position where I bought the bottom in the last round, and I have resolutely chosen to continue buying the bottom.
Thinking too complicated often affects one's judgment. Currently, there are only three reasons for me to copy the bottom:
Core reason: We only need to observe which protocol institutions choose to connect to when formulating encrypted digital asset strategies:
one ️⃣ Coinbase has chosen Ethereum on its second layer network Base
two ️⃣ Recently, Robinhood's second layer has also been built on top of Ethereum.
Reason 2: Is it possible that it has no competitors in the basic logic of decentralized blockchain finance?
Ethereum will eventually become an institutional level protocol. Although the transaction cost is higher and the speed is slower, it is more secure due to decentralization, allowing many institutions to confidently place billions of assets on it. Other chains cannot do it yet.
Reason 3: Application level: It is the AI mentioned by V God ➕ blockchain
AI agent interactive payment cannot do without smart contracts. The future payment process will be automatically executed by smart contracts. 8004 is the authentication layer for AI identity, and X402 protocol is a perfect fit for the payment layer as AI requires authentication. The most explosive application may emerge in Ethereum.
Large institutions have been paying attention to the explosive growth of stablecoins, and most stablecoin activities are happening on Ethereum. This is a trillion dollar market.
Finally, think about what everyone believes to be the biggest thunder now:
Bitmine and these institutions are actually stable exposures for ETH ETFs. Avoiding taxes and intermediary fees for traditional investment institutions. Bitmine offers a solution where, despite the premium, Ethereum vaults have more utility than Bitcoin vaults, such as staking, while ETFs currently cannot stake ETH. But the increase in pledged ETFs may occur in June this year.
Its existence is necessary and reasonable, Bitmine will not explode.
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