比特傻
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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