Coinknowledge
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Vitalik Buterin just sent a shockwave through the Ethereum ecosystem. His message was clear:
Ethereum Layer 1 is scaling, transaction fees are already low, and the original purpose of Layer 2 no longer holds. The main growth narrative of ETH from 2020–2024 has officially ended.
$SHIB $DOGE
What does this mean?
Projects like OP, ARB, ZK, STRK, POL, and BLAST have lost their long-term foundation. The logic that justified their existence is fading, and with it, their future value. The old story—ETH mainnet + L2 = infinite scalability—has collapsed. Now, the mainnet alone is deemed sufficient.
This is not an upgrade. It’s the end of a growth cycle.
The leadership problem
Vitalik is a brilliant cryptographer and computer scientist—but not a strong leader. This leadership gap defines Ethereum’s ceiling and shows up at critical market moments.
Look at the exits:
Gavin Wood → DOT
Charles Hoskinson → ADA
Joseph Lubin → MetaMask
Not coincidence—inevitability.
Meanwhile, $ETH fundamentals haven’t matched its narrative. Real-world applications remain limited. Price rallies came from ETFs and Wall Street positioning, not adoption.
Valuation reality
Based on historical structure and market anchors, $1800 is a reasonable valuation zone for ETH.
The technology may be right—but the market is bleeding.
#Vitalik #OP #ARB #CryptoAnalysis #ETH
Ethereum Layer 1 is scaling, transaction fees are already low, and the original purpose of Layer 2 no longer holds. The main growth narrative of ETH from 2020–2024 has officially ended.
$SHIB $DOGE
What does this mean?
Projects like OP, ARB, ZK, STRK, POL, and BLAST have lost their long-term foundation. The logic that justified their existence is fading, and with it, their future value. The old story—ETH mainnet + L2 = infinite scalability—has collapsed. Now, the mainnet alone is deemed sufficient.
This is not an upgrade. It’s the end of a growth cycle.
The leadership problem
Vitalik is a brilliant cryptographer and computer scientist—but not a strong leader. This leadership gap defines Ethereum’s ceiling and shows up at critical market moments.
Look at the exits:
Gavin Wood → DOT
Charles Hoskinson → ADA
Joseph Lubin → MetaMask
Not coincidence—inevitability.
Meanwhile, $ETH fundamentals haven’t matched its narrative. Real-world applications remain limited. Price rallies came from ETFs and Wall Street positioning, not adoption.
Valuation reality
Based on historical structure and market anchors, $1800 is a reasonable valuation zone for ETH.
The technology may be right—but the market is bleeding.
#Vitalik #OP #ARB #CryptoAnalysis #ETH
V神掀桌子，所有ETH二层项目正式结束！ETH及L2持币人必看！以太只值1800！
今天凌晨，Vitalik Buterin 发表了长篇发言，核心只有一句话：
以太坊一层正在扩容，手续费已经很低，L2 最初的愿景和作用已不再适用。而 L2，正是 2020–2024年ETH生态中叙事最核心的发展方向。现在这条主线被亲手宣告结束。
1、这意味着什么？
OP / ARB / ZK / STRK / POL / BLAST 这些 L2 项目，长期逻辑被直接抽空，项目存在的根没了。长期价值基本等于归零。
过去 ETH 的故事是：主网 + L2 = 无限扩张
现在变成：主网够用，L2 可以退场。
这不是升级，而是增长故事的终结。
2、ETH已发币8年，贯穿了我的整个币圈从业生涯。
去年我提前预测并给出了 ETH 的主要买点、卖点，也反复阐述过以太坊的核心问题。
今天，我只说一句实话：
V 神是世界级的计算机科学家、密码学家，但不是一个合格的领导者。
而这一点，决定了以太坊的上限，也在关键时刻直接影响ETH的币价表现。
3、看看以太坊早期核心人物的去向：
Gavin Wood → DOT
Charles Hoskinson → ADA
Joseph Lubin → MetaMask（未发币）
这不是偶然，是V神长期缺乏领导力与方向感的必然结果。
再加上去年 ETH 跌到 1300 美元出头时基金会仍在小额卖币，近期大跌中本人还在卖币并释放长期利空观点，最终只剩一句话：技术正确，市场流血。
5、以太坊真实应用，撑不起高估值
以太坊当前应用仍然非常有限，主要依靠资金和金融属性驱动。
去年ETH 的暴涨 ≠ 应用爆发；
真正原因只有一个：ETF + 华尔街战略储备公司。
故事讲得很宏大，但基本面并没有跟上。
6、ETH 的合理定价判断-几个关键锚点：
去年低点：1385，结合历史 K 线结构，再加上 Tom Lee 的背书。
我认为1800 美元，可以作为 ETH 现货投资的可接受定价区间。
#V神卖币 #eth #l2 $ETH $OP $ARB
今天凌晨，Vitalik Buterin 发表了长篇发言，核心只有一句话：
以太坊一层正在扩容，手续费已经很低，L2 最初的愿景和作用已不再适用。而 L2，正是 2020–2024年ETH生态中叙事最核心的发展方向。现在这条主线被亲手宣告结束。
1、这意味着什么？
OP / ARB / ZK / STRK / POL / BLAST 这些 L2 项目，长期逻辑被直接抽空，项目存在的根没了。长期价值基本等于归零。
过去 ETH 的故事是：主网 + L2 = 无限扩张
现在变成：主网够用，L2 可以退场。
这不是升级，而是增长故事的终结。
2、ETH已发币8年，贯穿了我的整个币圈从业生涯。
去年我提前预测并给出了 ETH 的主要买点、卖点，也反复阐述过以太坊的核心问题。
今天，我只说一句实话：
V 神是世界级的计算机科学家、密码学家，但不是一个合格的领导者。
而这一点，决定了以太坊的上限，也在关键时刻直接影响ETH的币价表现。
3、看看以太坊早期核心人物的去向：
Gavin Wood → DOT
Charles Hoskinson → ADA
Joseph Lubin → MetaMask（未发币）
这不是偶然，是V神长期缺乏领导力与方向感的必然结果。
再加上去年 ETH 跌到 1300 美元出头时基金会仍在小额卖币，近期大跌中本人还在卖币并释放长期利空观点，最终只剩一句话：技术正确，市场流血。
5、以太坊真实应用，撑不起高估值
以太坊当前应用仍然非常有限，主要依靠资金和金融属性驱动。
去年ETH 的暴涨 ≠ 应用爆发；
真正原因只有一个：ETF + 华尔街战略储备公司。
故事讲得很宏大，但基本面并没有跟上。
6、ETH 的合理定价判断-几个关键锚点：
去年低点：1385，结合历史 K 线结构，再加上 Tom Lee 的背书。
我认为1800 美元，可以作为 ETH 现货投资的可接受定价区间。
#V神卖币 #eth #l2 $ETH $OP $ARB
Look crypto family 👋
Now profit time 💲💲
Trade now $ACU $OG $Q
Now profit time 💲💲
Trade now $ACU $OG $Q
$ACU is pushing into a heavy supply zone where rallies usually turn into profit-taking, not continuation.
🔥ACU Short Setup:
Entry: 0.177 – 0.185
Stoploss: 0.202
Targets:
• Target 1: 0.165
• Target 2: 0.155
• Target 3: 0.145
Technical:
Price is testing long-term resistance after a fast upside run.
Momentum is slowing, RSI is cooling, and MACD expansion is fading.
Volume rising near resistance often signals distribution, not accumulation. When structure fails to flip trend, bounces become liquidity for sellers, making pullbacks more likely than continuation.
Trade $ACU here 👇
{future}(ACUUSDT)
🔥ACU Short Setup:
Entry: 0.177 – 0.185
Stoploss: 0.202
Targets:
• Target 1: 0.165
• Target 2: 0.155
• Target 3: 0.145
Technical:
Price is testing long-term resistance after a fast upside run.
Momentum is slowing, RSI is cooling, and MACD expansion is fading.
Volume rising near resistance often signals distribution, not accumulation. When structure fails to flip trend, bounces become liquidity for sellers, making pullbacks more likely than continuation.
Trade $ACU here 👇
{future}(ACUUSDT)
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$ADA Hype start soon and buy fast.
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$BULLA
It will Definitely Perform according to
my Call!!!📉💯
If you've not Entered Yet
Just Try This
It will Definitely Perform according to
my Call!!!📉💯
If you've not Entered Yet
Just Try This
$XRP 私の愛しい友達
あなたが百万長者になりたいなら、$XRP を50ドルで購入してください。そして、いつの日かあなたの$は10000$になるでしょう 🔥🔥
急いで$XRP を購入してください。このコインを買うのが遅れないように。
あなたが百万長者になりたいなら、$XRP を50ドルで購入してください。そして、いつの日かあなたの$は10000$になるでしょう 🔥🔥
急いで$XRP を購入してください。このコインを買うのが遅れないように。
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