Ethereum's Grand Scheme: Seeing the Big Picture, Summarizing the Trading Logic of Ethereum's Major Players
1. ETF Listing as Bait, Price Halved to Wash Out Weak Hands
When the Ethereum spot ETF was just approved, the market cheered, but the price plummeted to around $1300, a drop of 70%. This is a classic case of 'washing the market'—the main funds attract retail investors with good news, then crash the price to collect shares. The market cap fell close to the total market cap of stablecoins in its ecosystem, which is its fundamental bottom line.
2. Rebounding from 1300 to 2600, Almost Without Good News
After hitting the low point, Ethereum quietly doubled its rebound without any major positive news. This is not a coincidence; the main players are quietly accumulating and rotating their holdings.
3. US Stocks Show 'Ethereum Version of MicroStrategy,' Signals Emerge
Recently, funds in the US stock market have begun to position similar to the 'MicroStrategy buys Bitcoin' model for Ethereum, which is an important turning point signal.
4. Major Policy Good News is Unfolding
Last week, the US proposed a legislative draft related to stablecoins. In the future, there could be $2 trillion worth of stablecoins in circulation, with at least half being deployed on the Ethereum network.
5. If Stablecoins Run on Ethereum, Then Ethereum is Worth This Much
If $1 trillion worth of stablecoins are all operating on Ethereum, then the Ethereum platform itself will be given a market valuation of about $1 trillion, akin to a 'decentralized SWIFT system.' Its value is not artificially inflated; it is backed by genuine demand.
6. It's Not a Rebound, It's a Trend Reversal
The current trend is no longer a simple rebound after a drop; it is a complete trend reversal.
7. Altcoins Can’t Keep Up with the Pace
In this round of increase, most altcoins have failed to outperform Ethereum, even DeFi or meme projects on Ethereum have not benefited much—indicating extremely high market focus, with Ethereum being the core asset.
8. Ethereum May Reach All-Time Highs in the Second Half of This Year
With the resonance of fundamentals, policies, and funding, there is a high probability that ETH will reach an all-time high within this year.
9. Ethereum is Being Integrated into the New Global Financial Order
Stablecoins (digital USD), US Treasury bonds, Bitcoin, and Ethereum are gradually being bundled into a new financial system. Ethereum is not just a blockchain project; it is becoming a key wheel of this 'new war machine.'
1. ETF Listing as Bait, Price Halved to Wash Out Weak Hands
When the Ethereum spot ETF was just approved, the market cheered, but the price plummeted to around $1300, a drop of 70%. This is a classic case of 'washing the market'—the main funds attract retail investors with good news, then crash the price to collect shares. The market cap fell close to the total market cap of stablecoins in its ecosystem, which is its fundamental bottom line.
2. Rebounding from 1300 to 2600, Almost Without Good News
After hitting the low point, Ethereum quietly doubled its rebound without any major positive news. This is not a coincidence; the main players are quietly accumulating and rotating their holdings.
3. US Stocks Show 'Ethereum Version of MicroStrategy,' Signals Emerge
Recently, funds in the US stock market have begun to position similar to the 'MicroStrategy buys Bitcoin' model for Ethereum, which is an important turning point signal.
4. Major Policy Good News is Unfolding
Last week, the US proposed a legislative draft related to stablecoins. In the future, there could be $2 trillion worth of stablecoins in circulation, with at least half being deployed on the Ethereum network.
5. If Stablecoins Run on Ethereum, Then Ethereum is Worth This Much
If $1 trillion worth of stablecoins are all operating on Ethereum, then the Ethereum platform itself will be given a market valuation of about $1 trillion, akin to a 'decentralized SWIFT system.' Its value is not artificially inflated; it is backed by genuine demand.
6. It's Not a Rebound, It's a Trend Reversal
The current trend is no longer a simple rebound after a drop; it is a complete trend reversal.
7. Altcoins Can’t Keep Up with the Pace
In this round of increase, most altcoins have failed to outperform Ethereum, even DeFi or meme projects on Ethereum have not benefited much—indicating extremely high market focus, with Ethereum being the core asset.
8. Ethereum May Reach All-Time Highs in the Second Half of This Year
With the resonance of fundamentals, policies, and funding, there is a high probability that ETH will reach an all-time high within this year.
9. Ethereum is Being Integrated into the New Global Financial Order
Stablecoins (digital USD), US Treasury bonds, Bitcoin, and Ethereum are gradually being bundled into a new financial system. Ethereum is not just a blockchain project; it is becoming a key wheel of this 'new war machine.'
