阿伟远航

这波拉升涨幅较大的还是ai概念类型，ai机器人🤖

一个人好不好，看朋友圈⭕

2025.12.04

大盘走势
btc eth 上涨，山寨普涨。行情虽然涨了，但是u价跌了，散户挺惨的，怎么玩都玩不赚。
美股上涨，美元大跌。usdt的otc汇率跌破7。

市场热点：
1、公链eth上涨，ethbtc汇率走强。eth今年第二次重大升级 Fusaka 已在主网上激活。
2、bsc链meme的客服小何大涨，何一担任bn联席ceo。
3、稳定币公链stable这周主网上线，将在近期发币，是原来eos和evmos团队组局。
4、美股稳定币crcl大涨。usdt被fud，usdc市占率提升。

#eth走势分析 Regarding the subsequent market rally, how to operate:
BTC rebounded to around 100,000, around 97,000-98,000, those who still hold BTC must remember to reduce positions and take profits!
ETH rebounded to around 4,000, start to gradually reduce positions and take profits.
Don't wait for the market to truly rally before entering to buy the dip, following the market sentiment FOMO,
The tail end of the bull market is very volatile, especially this round, with professional institutions entering the market, professional players operating, and retail investors' opponents changing from once being newbies to now professional players,
Now retail investors VS current professional players in the market.
On October 11th, during the black swan event, all the weak hands were washed out, those who remain are the elites among elites.

#eth巨鲸增持 The cryptocurrency world is for accumulating coins, for playing with BTC and ETH.
If you play with all sorts of chaotic projects in the circle, they will ultimately be scams.


In the subsequent market, the main focus of the big players is to sell off; the main focus of the big players is to sell off; the main focus of the big players is to sell off.
Our response to this operation is to gradually reduce our holdings of coins as the market rises.

以太坊主网的 Gas Fee 已经低至 $0.02，甚至还低于 L2 ... 你们要的以太坊主网 "降费" 已经成功提前实现了

从 2020 年 DeFi Summer 以来，应该是没有比现在 Gas 还低的时候了吧。
以太坊主网 Gas 已经低至 0.1 Gwei。一笔以太坊主网上的转账现在仅需 $0.02 刀的 Gas。跟之前几十刀甚至上百刀一笔的费用对比非常明显。

几个主流 L2 的转账费用：ARB $0.004、OP $0.006、BASE 作为 L2 的 BASE 的 Gas Fee 甚至还高过主网

L2这条路注定废了

2025.12.03
大盘走势
btc eth大涨，山寨普涨。市场继续宽幅震荡。
美股上涨，美元下跌。川普暗示美联储主席人选为鸽派的哈塞特、全球市场暂获喘息。
市场热点：
1、btc大涨，合约费率为负。马斯克喊单btc，美国结束缩表。
2、公链eth上涨，gas费低于l2。
3、公链sol上涨，与预测市场kalshi合作。meme的pippin继续大涨。

#加密市场回调 赚钱这门技术，真的不需要太聪明，太聪明反而会误事，因为聪明人想的多，想的多的人干的就多，只要干的多，赚钱这么技术只要方法复杂和技术花样多了就容易出错，一出错就是亏钱世界上大部分真正赚大钱的方法一定是非常简单的，如果有人告诉你赚钱的方法，你一听就会做，那么大概率这个方法是真的。

如果有人告诉你一个赚钱的方法非常高级复杂，你听的云里雾里心烦意乱模棱两可，那么这个方法大概率是假的。

这段时间，别盲目梭哈，控制仓位。
币圈永恒真理：没有永远的热点，只有永恒的韭菜。
但换个角度想，每次恐慌性下跌，也是未来反弹的燃料。
问题不是会不会涨，而是你能不能活到那一天。

Market speculation day may suddenly raise interest rates. Currently, prediction platforms believe that the probability of raising rates is ahead of not raising rates. Whether it's BTC, the Nikkei 225, or the KOSPI, all had a poor performance today in the Asian market.

Four Major Illusions in the Cryptocurrency World:

1. The coins I bought are conservatively expected to rise 5-10 times this wave.
2. As long as I stick to my stop-loss, I can't lose too much.
3. Even though I'm stuck, continuously buying the dip is no problem at all.
4. Although I've lost significantly, next time I'll find a 10x coin and recover in one go.

2025.12.01
Market Trend
BTC and ETH are experiencing fluctuations and declines, while altcoins are adjusting. The market lacks hotspots; on days without trading, do not place orders, as there are no profits to be made even if you try.
U.S. stocks are rising.

Market Highlights:
1. The meme coin Pippin has surged several times, with chips highly controlled and short selling fees at -840%.
2. The Chinese meme coin Binance Life has risen, with market rumors that BN will soon be available on spot.
3. The platform coin HSK has surged, and there may be favorable news soon.

The VC in the crypto space should be quite difficult, but their difficulties are being passed on to each of us.

VCs actually contribute a lot; projects that appear to have a high FDV have their unlocks far in the future, and don’t think they are glamorous; they are also a vulnerable group. Many project parties delay or reduce unlocks when prices rise, and many go dark when prices fall.

Moreover, many of the top VCs in Europe and America invest in infrastructure projects, unlike HYPE and others that have cash flow, but that doesn’t mean these actions are meaningless. Whether it's public chains, re-staking, or various hardcore technologies, it certainly feels useless now, but we can’t say that the passionate VCs back then were foolish—when ETH first came out, Vitalik was the head of CX; the Bitcoin community disparaged ETH to no end.

However, those infrastructure projects that didn’t take off, when the project parties and market makers have some ways to cash out, the VCs mostly find that their unlocks are already worth very little.

There’s a joke: at the end of the year, each VC counts their accounts; if it’s a loss of 80%, then the performance might be among the industry’s top, because everyone else is losing 95%.

The year 2025 feels quite strange.
The K-line looks like a bull market, but the sentiment resembles a bear market; regulation is progressing, but expectations are declining; narratives are flying everywhere, yet making money is harder than any other year.

#加密市场反弹 Large funds are stagnant, BlackRock and a number of institutions have already bought to saturation, and there is no new capital entering the market. There are no good profit effects in the market to attract new traffic. In the industry, people are cutting each other off and pouring on each other. What captivating story do you have to attract newcomers??????

In the rebound, it's time to clear the inventory and leave.