
比特傻|Jul 25, 2025 12:07
Eth ecosystem may underperform its parent currency
If Eth's meme doesn't work, why do you think Eth's defi is enough?
Of course, there are segmented narratives, such as stablecoin narratives, which can boost CRV, ENA, and so on
The most fatal reason is that ETH's money comes from institutions
Maybe not even a penny would buy meme or defi
This statement is too absolute
Intentionally speaking so absolutely is to serve as a warning
So ETH's memes and defi can only rely on themselves, relying on the funds in the industry, and speculating on concepts
Of course, the clear bill has a certain degree of unbinding for DeFi
Sha Ge believes that whether you play DeFi or Meme, the difficulty of defeating ETH in this round is extremely high
Looking back at history
When institutions buy BTC, if you hold BTC ecological assets for a long time, you will all underperform BTC
This is almost 100%, almost without exception, almost absolute result
If you don't believe me, just ask someone who played BTC ecology in the last round and you'll know
It's the turn of ETH ecology, we must pay attention
Perhaps there will be subdivisions, such as RWA or stablecoins, that require higher skills to outperform ETH at specific time periods
This technique involves selecting funds, calculating positions, timing, and grasping short cycles
Not something that ordinary retail investors can handle
Defi's logic is all indirect logic
Taking Curve as an example,
Curve needs to stabilize the coin as a trend, and it needs to have its own TVL rise, among other conditions, in order to achieve more buyers than sellers
Any price is a monetary phenomenon, meaning that if there are more buyers than sellers, the price will rise
Eth here, it's institutional buying frenzy, it's a straightforward logic like steel
In this round, I think ETH's knockoffs, memes, and defi may all underperform the parent currency, just like the BTC ecosystem
This is a possibility
The above speculation may not necessarily be correct
Maintain openness and watch while walking
Defi, I will continue playing meme because I can't stop it, haha
So, I asked you to calculate whether your operations in the past 2-3 months can outperform ETH itself
This is a very necessary thing
Some assets, such as U, are 10 times in a month
Can also outperform ETH
But it is important to know what the special factors are and whether one can grasp the high degree of certainty involved
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