
比特傻|Jul 10, 2025 11:43
Eth is 2800.
What happened in the market?
Let's start with Hype.
Hype is extremely bad news for Solana.
Before Hype, Solana was the fastest and cheapest chain to sacrifice centralization
This positioning brings long-term advantages to Solana
However, after Hype, Solana is no longer the same
Hype is faster, even without gas
In the long run, Hype will hollow out Solana
An unexpected side effect was brought, and ETH did it again
Base has been able to do it before, but it has been consistently suppressed by Sol
It must be the fastest and cheapest
The first fastest and the first cheapest is good business
The second fastest and second cheapest is a bad business
The end of fast, centralization
The end of cheapness, 0 gas fee
Why did Hype repurchase? It's not necessarily a matter of good conscience
Because he has already discovered this fastest and cheapest positioning himself, the future is promising, and he can expect to defeat Solana
Expected to be able to compete with ETH
When Sam invested in Sol, he asked the most important question:
Can this damn poh consensus be the fastest among all chains?
Hype used to be the fastest Sol, but now it's not.
From a genetic perspective, Sol is a hyena, while Hype is a lion.
Of course, Hype may fail during its operation.
ETH is the end on the left, no one should be able to challenge it anymore
Sol was originally the end on the right, which put a lot of pressure on ETH
But at the far end on the right, there appeared Hype
After the fight started, ETH became more stable
ETH can stand firm on the left side and continuously launch troops to attack the right side
In the end, the king of public chains is still ETH
V God is really lucky
Not from a value perspective
It is considered based on the quota of liquidity that can be accommodated by the public chain water tank
This logic is simpler and more effective in the long run
Avoid getting stuck in a local perspective
I didn't explain the investment clearly
Why is ETH more stable
The current question is, what is alpha above eth
The big meme on ETH is like Pepe, and the small meme is like MOONKIN
Stock hoarding of ETH such as Sharplink
And NFT is like a boring ape
Infrastructure on ETH such as uni/curve
At present, it is highly likely that the stock that hoards ETH is the most cost-effective alpha
From the timing perspective, these tickets have almost doubled at the bottom
From the perspective of ETH itself, it may be difficult to double this round
Therefore, investments around ETH are mainly focused on alpha investment
From the perspective of the underlying stocks, Sharplink appears to be the most stable
meme, Look at it, Booe is better
The above premise is that the trend of ETH can continue.
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