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EyeOnChain
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Падение
Not an Exit, a Full Reset in $ETH . At first glance, it looked like a whale heading for the door. But zoom in, and the story changes completely. Over the past three hours, wallet 0xA339d279E0A3a9EDe11ecEAC2ec9529EeBDAE12C sold 5,306 #ETH around $2,970, freeing up about $15.76M, not to flee the market, but to clean the slate. Every outstanding loan was fully repaid. With leverage wiped out, the next move came fast. The wallet pulled 24,700 #eth (roughly $74.41M) out of Aave, briefly exposing the full position. Then, two hours ago, another 4,700 ETH was sold for $14.07M, likely tightening risk and locking in liquidity. And just when it started to look like distribution, the final move flipped the narrative again. 20,000 ETH went straight back into Aave, re-staked with no borrowed pressure attached. On-chain, it reads less like a sell-off and more like a whale repositioning for whatever comes next. {spot}(ETHUSDT) {future}(ETHUSDT)
Not an Exit, a Full Reset in $ETH .
At first glance, it looked like a whale heading for the door. But zoom in, and the story changes completely. Over the past three hours, wallet 0xA339d279E0A3a9EDe11ecEAC2ec9529EeBDAE12C sold 5,306 #ETH around $2,970, freeing up about $15.76M, not to flee the market, but to clean the slate. Every outstanding loan was fully repaid.

With leverage wiped out, the next move came fast. The wallet pulled 24,700 #eth (roughly $74.41M) out of Aave, briefly exposing the full position. Then, two hours ago, another 4,700 ETH was sold for $14.07M, likely tightening risk and locking in liquidity.

And just when it started to look like distribution, the final move flipped the narrative again. 20,000 ETH went straight back into Aave, re-staked with no borrowed pressure attached.

On-chain, it reads less like a sell-off and more like a whale repositioning for whatever comes next.
ETH 2945附近多,止损2930 ,3000止盈 #eth
ETH 2945附近多,止损2930 ,3000止盈
#eth
ETHUSDT
Открытие позиции лонг
Нереализованный PnL
+327,45USDT
特朗普又开始给市场喊单! 任何反对我的人都永远得不到美联储主席职位 通货膨胀会自行解决,希望市场在我放好消息时上涨,放坏消息时下跌🦆 不过无论川普怎么玩,市场接下来还是会涨起来,外部内部叠加的因素太多。 永远不要做2023年8月份的小丑,当时那跟针一个群30多个人,吓跑一半劝都劝不住。 2023年行情最有趣的是比市场预期早了6个月,现在看市场整体还不错。 $BTC $ETH #btc #eth {spot}(ETHUSDT) {spot}(BTCUSDT)
特朗普又开始给市场喊单!

任何反对我的人都永远得不到美联储主席职位

通货膨胀会自行解决,希望市场在我放好消息时上涨,放坏消息时下跌🦆

不过无论川普怎么玩,市场接下来还是会涨起来,外部内部叠加的因素太多。

永远不要做2023年8月份的小丑,当时那跟针一个群30多个人,吓跑一半劝都劝不住。

2023年行情最有趣的是比市场预期早了6个月,现在看市场整体还不错。

$BTC $ETH #btc #eth
爆裂魔法师:
上涨逻辑很明确,1011后debuff太多造成当下的流动性陷阱,得缓缓😂
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Рост
行情还没有走完就开始怀念2023年的行情了,23年8月份的ORDI、PEPE、WLD、AAVE等都还不错,实际上23年8月份市场的恐惧比今天还要高太多,就像我@的那个人他好像9美金买了20玩万ORDI,5美金顶不住割肉跑了,当时劝他补个50万,而且他也不缺钱,还是没顶住市场压力选择跑了,还是个女KOL带他从底部割肉等大饼回一万抄底。真的又有乐趣,不过当时另一个女孩再在SOL和铭文都拿到了大结果,还一个江西佬在铭文上也拿到了大结果,不过他打sats时没上币安前被我劝卖了很多,但整体看也不错。里面最亏的是一个徐州小孩,初生牛犊不怕虎自己打工赚的钱外加借的十几万都送给了市场,23年七八月份大半夜要跳楼,当时劝他别玩杠杠也劝不住~ 看来人们总会怀念过去,无论是炒币,还是前女友都值得怀念,目前币圈又进入到一个很好的基本面,只不过这次与上次有些不同,加密货币的结构越来越清晰。 目前值得注意的项目,也就预测市场,但预测市场poly又跑了很多年,只不过世界杯之前大量信新项目会上线炒到一地鸡毛。记得早点撸毛,早点入场,早点卖。 $BTC $ETH #btc #eth {spot}(ETHUSDT) {spot}(BTCUSDT)
行情还没有走完就开始怀念2023年的行情了,23年8月份的ORDI、PEPE、WLD、AAVE等都还不错,实际上23年8月份市场的恐惧比今天还要高太多,就像我@的那个人他好像9美金买了20玩万ORDI,5美金顶不住割肉跑了,当时劝他补个50万,而且他也不缺钱,还是没顶住市场压力选择跑了,还是个女KOL带他从底部割肉等大饼回一万抄底。真的又有乐趣,不过当时另一个女孩再在SOL和铭文都拿到了大结果,还一个江西佬在铭文上也拿到了大结果,不过他打sats时没上币安前被我劝卖了很多,但整体看也不错。里面最亏的是一个徐州小孩,初生牛犊不怕虎自己打工赚的钱外加借的十几万都送给了市场,23年七八月份大半夜要跳楼,当时劝他别玩杠杠也劝不住~

看来人们总会怀念过去,无论是炒币,还是前女友都值得怀念,目前币圈又进入到一个很好的基本面,只不过这次与上次有些不同,加密货币的结构越来越清晰。

目前值得注意的项目,也就预测市场,但预测市场poly又跑了很多年,只不过世界杯之前大量信新项目会上线炒到一地鸡毛。记得早点撸毛,早点入场,早点卖。

$BTC $ETH #btc #eth
韭菜馅饼嘻嘻嘻:
ordi还能入吗
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Падение
This wasn’t a whale getting nervous, it was a trader executing. About six hours ago, the account “Pension Fund” trimmed its $ETH exposure by 5,180.87 ETH, locking in roughly $230K in realized profit as price pushed into the $3,002 to $3,019 zone. Then came the flip. As #ETH cooled off, the same account stepped right back in. Over the past two hours, it rebuilt size between $2,954 to $2,964, restoring its position to 30,000 ETH and keeping its seat firmly among the Top 3 ETH long positions on Hyperliquid. Right now, address 0x0ddf9bae2af4b874b96d287a5ad42eb47138a902 holds a 30,000 #eth long using 3× leverage, with a total position value over of $88.7M. The average entry sits at $2,967.88, with a modest $310K floating loss, barely a scratch relative to the scale. Zoom out, and the bigger picture stands out: total account profit has climbed past $24.9M. {spot}(ETHUSDT) {future}(ETHUSDT)
This wasn’t a whale getting nervous, it was a trader executing. About six hours ago, the account “Pension Fund” trimmed its $ETH exposure by 5,180.87 ETH, locking in roughly $230K in realized profit as price pushed into the $3,002 to $3,019 zone.

Then came the flip. As #ETH cooled off, the same account stepped right back in. Over the past two hours, it rebuilt size between $2,954 to $2,964, restoring its position to 30,000 ETH and keeping its seat firmly among the Top 3 ETH long positions on Hyperliquid.

Right now, address 0x0ddf9bae2af4b874b96d287a5ad42eb47138a902 holds a 30,000 #eth long using 3× leverage, with a total position value over of $88.7M. The average entry sits at $2,967.88, with a modest $310K floating loss, barely a scratch relative to the scale.

Zoom out, and the bigger picture stands out: total account profit has climbed past $24.9M.
以太坊头肩顶如果成立价格要去2088#eth
以太坊头肩顶如果成立价格要去2088#eth
ZECUSDT
Открытие позиции шорт
Нереализованный PnL
+3488,71USDT
以太波动比较大,容易插针,2900–2930附近找机会做多#eth
以太波动比较大,容易插针,2900–2930附近找机会做多#eth
ETHUSDT
Открытие позиции лонг
Нереализованный PnL
+323,90USDT
严格遵守纪律的yaya:
好牛
🚨 UPDATE: TOM LEE’S BITMINE SIGNIFICANTLY EXPANDS ETH HOLDINGS BitMine, the digital asset firm associated with Tom Lee, has added another 29,462 ETH, valued at approximately $88.1 million, through custodians and exchanges BitGo and Kraken. With this latest accumulation, BitMine now controls roughly 3.37% of Ethereum’s total circulating supply, marking one of the most aggressive institutional positioning moves in the ETH market to date. 🔍 Why this is important: • Accumulating over 3% of total ETH supply places BitMine among the most influential Ethereum holders globally.$BNB • The use of BitGo and Kraken highlights a strong preference for regulated, institutional-grade infrastructure, signaling long-term conviction rather than short-term trading.$BTC • This move reinforces Tom Lee’s broader thesis that Ethereum is structurally undervalued, particularly as staking, tokenization, and institutional adoption continue to accelerate. $ETH 📈 Market implications: Such large-scale accumulation tightens liquid supply and could amplify price movements during periods of rising demand. Historically, sustained buying at this scale has preceded supply shocks and repricing phases in major crypto assets. 👉 In short, BitMine isn’t just buying ETH — it’s making a strategic bet on Ethereum as core financial infrastructure for the next market cycle. #eth #WriteToEarnUpgrade #BTCVSGOLD
🚨 UPDATE: TOM LEE’S BITMINE SIGNIFICANTLY EXPANDS ETH HOLDINGS

BitMine, the digital asset firm associated with Tom Lee, has added another 29,462 ETH, valued at approximately $88.1 million, through custodians and exchanges BitGo and Kraken.

With this latest accumulation, BitMine now controls roughly 3.37% of Ethereum’s total circulating supply, marking one of the most aggressive institutional positioning moves in the ETH market to date.

🔍 Why this is important:
• Accumulating over 3% of total ETH supply places BitMine among the most influential Ethereum holders globally.$BNB
• The use of BitGo and Kraken highlights a strong preference for regulated, institutional-grade infrastructure, signaling long-term conviction rather than short-term trading.$BTC
• This move reinforces Tom Lee’s broader thesis that Ethereum is structurally undervalued, particularly as staking, tokenization, and institutional adoption continue to accelerate. $ETH

📈 Market implications:
Such large-scale accumulation tightens liquid supply and could amplify price movements during periods of rising demand. Historically, sustained buying at this scale has preceded supply shocks and repricing phases in major crypto assets.

👉 In short, BitMine isn’t just buying ETH — it’s making a strategic bet on Ethereum as core financial infrastructure for the next market cycle.
#eth #WriteToEarnUpgrade #BTCVSGOLD
🚨 LONG Pair: $ETH /USDT 📊 Entry Prices: 1. 3000.88 2. 2910.85 🎯 Targets: 1. 3018.11 2. 3080.80 3. 3143.49 4. 3206.18 🛑 Stop Loss: 2811.82 ⚙️ Leverage: 10x – 20x 🗣️ Note: Markets reward patience and discipline more than speed. Stick to your plan, manage risk carefully, and never overexpose your capital. Every trade is a probability, not a certainty. Always do your own research and trade responsibly. #eth {future}(ETHUSDT)
🚨 LONG

Pair: $ETH /USDT

📊 Entry Prices:
1. 3000.88
2. 2910.85

🎯 Targets:
1. 3018.11
2. 3080.80
3. 3143.49
4. 3206.18

🛑 Stop Loss:
2811.82

⚙️ Leverage:
10x – 20x

🗣️ Note:
Markets reward patience and discipline more than speed. Stick to your plan, manage risk carefully, and never overexpose your capital. Every trade is a probability, not a certainty. Always do your own research and trade responsibly.
#eth
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Рост
Smart Leverage at Work: Fasanara buys more $ETH . Fasanara Capital isn’t chasing price -- it’s structuring exposure. Over the past two days, the firm accumulated 6,569 #ETH , deploying roughly $19.72M and moving the entire position straight into Morpho. But the real signal came after the deposit. Using that ETH as collateral, $13M in USDC was borrowed and rotated back into the market to buy even more #eth , amplifying upside while keeping capital efficient. This isn’t a retail-style leverage bet. It’s controlled, protocol-native positioning --- the kind institutions use when they’re confident in direction but disciplined about structure. Add: 0x1778767436111ec0AdB10F9BA4f51A329D0e7770 When funds start looping collateral instead of trading spot, it usually means they’re not here for a quick move, they’re building exposure for what comes next. {spot}(ETHUSDT) {future}(ETHUSDT)
Smart Leverage at Work: Fasanara buys more $ETH .
Fasanara Capital isn’t chasing price -- it’s structuring exposure.

Over the past two days, the firm accumulated 6,569 #ETH , deploying roughly $19.72M and moving the entire position straight into Morpho.
But the real signal came after the deposit. Using that ETH as collateral, $13M in USDC was borrowed and rotated back into the market to buy even more #eth , amplifying upside while keeping capital efficient.

This isn’t a retail-style leverage bet. It’s controlled, protocol-native positioning --- the kind institutions use when they’re confident in direction but disciplined about structure.

Add: 0x1778767436111ec0AdB10F9BA4f51A329D0e7770

When funds start looping collateral instead of trading spot, it usually means they’re not here for a quick move, they’re building exposure for what comes next.
How is my position $ETH #eth
How is my position $ETH
#eth
ETHUSDT
Открытие позиции лонг
Нереализованный PnL
+0,01USDT
3 Reasons to Buy Ethereum (ETH) Before January 2026Ethereum has long been the backbone of the crypto ecosystem, powering smart contracts, decentralized finance (DeFi), NFTs, and an ever-expanding Web3 economy. Despite its dominant position, ETH is currently trading nearly 35% below its all-time high, leading many investors to ask whether this presents a strategic accumulation opportunity. As we head toward 2026, three major catalysts stand out that could reignite momentum for Ethereum and position it for a strong breakout. 1. A Major Ethereum Upgrade Arriving in December One of the most important catalysts for Ethereum is its upcoming blockchain upgrade scheduled for December. This upgrade is designed to further improve network efficiency, scalability, and performance — areas that are critical for long-term adoption. Key benefits expected from the upgrade include: • Reduced network congestion • Lower transaction costs • Improved performance for layer-2 solutions • Better user and developer experience Historically, major Ethereum upgrades have acted as long-term bullish drivers, even if short-term volatility occurs around the event. As the network becomes faster and cheaper to use, Ethereum strengthens its position as the leading smart-contract platform, making ETH more attractive to both developers and investors. 2. Favorable Regulatory Shifts Around Ethereum Staking Another powerful tailwind is the changing regulatory outlook on Ethereum staking. As regulators gain a clearer understanding of proof-of-stake systems, Ethereum appears to be benefiting from a more favorable stance compared to earlier uncertainty. Why staking matters: • ETH staking reduces circulating supply • Long-term holders are incentivized to lock up ETH • Network security improves as participation increases If regulatory clarity continues to improve, staking could see wider institutional and retail adoption. This supply-constraining effect, combined with growing demand, may create upward price pressure as we move toward 2026. 3. Rising Interest in ETH-Based Investment Products Institutional interest in Ethereum is growing steadily, particularly through ETH-based investment products. As traditional finance looks beyond Bitcoin, Ethereum is emerging as the next logical asset due to its utility and revenue-generating ecosystem. Key developments include: • Increased demand for ETH-linked funds • Broader access for traditional investors • Growing recognition of Ethereum as a yield-bearing digital asset As these products gain traction, they can introduce consistent capital inflows, similar to what Bitcoin has experienced. This structural demand could play a major role in Ethereum’s next expansion phase. Why Ethereum’s Current Price May Be an Opportunity Being nearly 35% below its all-time high places Ethereum in a historically attractive accumulation zone. At the same time: • Network fundamentals remain strong • Developer activity continues to lead the crypto space • ETH remains central to DeFi, NFTs, and real-world asset tokenization When fundamentals strengthen while price lags, long-term investors often take notice. Final Thoughts: Is Now the Best Time to Accumulate ETH? With a major upgrade on the horizon, improving regulatory clarity around staking, and rising institutional interest, Ethereum appears well-positioned heading into 2026. While short-term volatility is always possible, the broader setup suggests that ETH could be entering a critical accumulation phase. Final takeaway: Ethereum doesn’t need speculation alone to move higher — it has real usage, growing adoption, and multiple catalysts aligning. For investors with a long-term horizon, buying ETH before January 2026 may prove to be a well-timed decision ahead of the next major move. $ETH #USCryptoStakingTaxReview #CPIWatch #USJobsData #BinanceBlockchainWeek #eth

3 Reasons to Buy Ethereum (ETH) Before January 2026

Ethereum has long been the backbone of the crypto ecosystem, powering smart contracts, decentralized finance (DeFi), NFTs, and an ever-expanding Web3 economy. Despite its dominant position, ETH is currently trading nearly 35% below its all-time high, leading many investors to ask whether this presents a strategic accumulation opportunity.
As we head toward 2026, three major catalysts stand out that could reignite momentum for Ethereum and position it for a strong breakout.
1. A Major Ethereum Upgrade Arriving in December
One of the most important catalysts for Ethereum is its upcoming blockchain upgrade scheduled for December. This upgrade is designed to further improve network efficiency, scalability, and performance — areas that are critical for long-term adoption.
Key benefits expected from the upgrade include:
• Reduced network congestion
• Lower transaction costs
• Improved performance for layer-2 solutions
• Better user and developer experience
Historically, major Ethereum upgrades have acted as long-term bullish drivers, even if short-term volatility occurs around the event. As the network becomes faster and cheaper to use, Ethereum strengthens its position as the leading smart-contract platform, making ETH more attractive to both developers and investors.
2. Favorable Regulatory Shifts Around Ethereum Staking
Another powerful tailwind is the changing regulatory outlook on Ethereum staking. As regulators gain a clearer understanding of proof-of-stake systems, Ethereum appears to be benefiting from a more favorable stance compared to earlier uncertainty.
Why staking matters:
• ETH staking reduces circulating supply
• Long-term holders are incentivized to lock up ETH
• Network security improves as participation increases
If regulatory clarity continues to improve, staking could see wider institutional and retail adoption. This supply-constraining effect, combined with growing demand, may create upward price pressure as we move toward 2026.
3. Rising Interest in ETH-Based Investment Products
Institutional interest in Ethereum is growing steadily, particularly through ETH-based investment products. As traditional finance looks beyond Bitcoin, Ethereum is emerging as the next logical asset due to its utility and revenue-generating ecosystem.
Key developments include:
• Increased demand for ETH-linked funds
• Broader access for traditional investors
• Growing recognition of Ethereum as a yield-bearing digital asset
As these products gain traction, they can introduce consistent capital inflows, similar to what Bitcoin has experienced. This structural demand could play a major role in Ethereum’s next expansion phase.
Why Ethereum’s Current Price May Be an Opportunity
Being nearly 35% below its all-time high places Ethereum in a historically attractive accumulation zone. At the same time:
• Network fundamentals remain strong
• Developer activity continues to lead the crypto space
• ETH remains central to DeFi, NFTs, and real-world asset tokenization
When fundamentals strengthen while price lags, long-term investors often take notice.
Final Thoughts: Is Now the Best Time to Accumulate ETH?
With a major upgrade on the horizon, improving regulatory clarity around staking, and rising institutional interest, Ethereum appears well-positioned heading into 2026. While short-term volatility is always possible, the broader setup suggests that ETH could be entering a critical accumulation phase.
Final takeaway: Ethereum doesn’t need speculation alone to move higher — it has real usage, growing adoption, and multiple catalysts aligning. For investors with a long-term horizon, buying ETH before January 2026 may prove to be a well-timed decision ahead of the next major move.
$ETH
#USCryptoStakingTaxReview #CPIWatch #USJobsData #BinanceBlockchainWeek #eth
Tom Lee’s BitMine just made another bold move. Today, BitMine added 67,886 ETH worth $201 million to its treasury. No noise. No drama. Just conviction. #eth #talatala $ETH @Ethereum_official {spot}(ETHUSDT)
Tom Lee’s BitMine just made another bold move.

Today, BitMine added 67,886 ETH worth $201 million to its treasury. No noise. No drama. Just conviction.
#eth #talatala $ETH @Ethereum
2026年市场预测 (AxZenith) 1、预测市场将短暂成为市场第一高市值板块 2、DEX现货交易量将会从目前16%左右,提高到30%+ 3、以太坊将完成机构级价值捕获,单枚价格7000以上 4、稳定币总量将会突破5000亿美元大关 5、预测市场将会出现单笔1亿美金以上的押注 6、DeFi板块开始出现机构级价值捕获,重新主导市场 7、资产代币化正式进入炒作的主线战场 8、DEX衍生品交易量会短暂突破40%以上 9、美国山寨币ETF资金流入将会超过300亿美金 10、比特币价格在2026年突破18万美金 11、DOGE随着市场热钱流入和马斯克搞事突破1美金 12、以太坊二层将会出现一个与SOL体量相当的项目。 13、川普以及川普儿子相关代币将会出现5倍以上涨幅。 14、USDC公司股票CRCL价格将达到200美金以上。 $BTC $ETH $DOGE #BTC #eth #DOGE {spot}(DOGEUSDT) {spot}(ETHUSDT) {spot}(BTCUSDT)
2026年市场预测 (AxZenith)

1、预测市场将短暂成为市场第一高市值板块

2、DEX现货交易量将会从目前16%左右,提高到30%+

3、以太坊将完成机构级价值捕获,单枚价格7000以上

4、稳定币总量将会突破5000亿美元大关

5、预测市场将会出现单笔1亿美金以上的押注

6、DeFi板块开始出现机构级价值捕获,重新主导市场

7、资产代币化正式进入炒作的主线战场

8、DEX衍生品交易量会短暂突破40%以上

9、美国山寨币ETF资金流入将会超过300亿美金

10、比特币价格在2026年突破18万美金

11、DOGE随着市场热钱流入和马斯克搞事突破1美金

12、以太坊二层将会出现一个与SOL体量相当的项目。

13、川普以及川普儿子相关代币将会出现5倍以上涨幅。

14、USDC公司股票CRCL价格将达到200美金以上。

$BTC $ETH $DOGE #BTC #eth #DOGE
张益达123321:
冲,梭哈
--
Рост
做多eth比做狗还要难受#eth
做多eth比做狗还要难受#eth
CZ про крипту бинанс #btc #eth $BTC $ETH Подписывайтесь на меня,
CZ про крипту бинанс #btc #eth $BTC $ETH Подписывайтесь на меня,
真的有趣,昨天刚预测以太坊二层出现一条和SOL体量相当的二层网络,今天就看到Polymarket就要自建L2。 以太二层的价值捕获会越来越多,这是一件必须接受的事情,过去总会拿微软和互联网公司类比以太和二层关系,从商业架构上以太稳赢其他L1,当年以太被骂最愚蠢的事情,反而是以太最大的优势。以前这样分析以太总会被人骂,白痴们接受吧,前50的L1链98%都不如以太二层,前10L1加起来的体量总和或许都不如以太L2的网络效应,属于基础层逻辑架构的问题。 $BTC $ETH #btc #eth {spot}(ETHUSDT) {spot}(BTCUSDT)
真的有趣,昨天刚预测以太坊二层出现一条和SOL体量相当的二层网络,今天就看到Polymarket就要自建L2。

以太二层的价值捕获会越来越多,这是一件必须接受的事情,过去总会拿微软和互联网公司类比以太和二层关系,从商业架构上以太稳赢其他L1,当年以太被骂最愚蠢的事情,反而是以太最大的优势。以前这样分析以太总会被人骂,白痴们接受吧,前50的L1链98%都不如以太二层,前10L1加起来的体量总和或许都不如以太L2的网络效应,属于基础层逻辑架构的问题。

$BTC $ETH #btc #eth
Odaily星球日报
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Polymarket出逃Polygon背后的经济账
原创 | Odaily 星球日报(@OdailyChina)

作者|Azuma(@azuma_eth)

12 月 22 日,一则关于预测市场龙头 Polymarket 的动态引发了市场普遍关注 —— Polymarket 团队成员 Mustafa 于 Discord 社区内确认,Polymarket 计划从 Polygon 迁移,并推出名为 POLY 的以太坊 Layer2 网络,这是该项目当前的首要任务。

一场并不意外的“分手”

Polymarket 选择跳出 Polygon 并不算令人意外,一个是当红炸子鸡的应用层代表,一个是日渐式微的旧底层,二者之间的市场热度和价值预期本就有些错配。随着 Polymarket 逐渐成长为新的巨兽,Polygon 不够稳定的网络表现(最近一次故障出现于 12 月 18 日)以及相对贫弱的生态客观上已构成了对前者的限制。

对于 Polymarket 而言,自建门户意味着产品和经济两个维度上的双赢选择。

产品方面,除去寻求更稳定的运行环境外,自建 Layer2 网络可帮助 Polymarket 根据其平台需求去反向定制底层特性,从而更灵活地适配平台未来的升级与迭代。

而更重要的意义,则体现在经济层面。自建网络意味着 Polymarket 可以将围绕其平台所衍生的经济活动及周边服务一并收拢进自身体系,阻止相关价值外溢至外部网络,而是逐步沉淀为自身的系统性优势。

显性与隐性的经济贡献

作为应用层,Polymarket 的爆火曾经为 Polygon 带来了客观的直接经济贡献,数据分析师 dash 于 Dune 整理的数据历史显示:

Polymarket 本月活跃用户数为 419309 人,历史总用户数为 1766193 人;

本月总交易笔数为 1963 万笔,历史总交易笔数为 1.15 亿笔;

本月总交易量为 15.38 亿美元,历史总交易量为 143 亿美元。

至于该如何去评估 Polymarket 对于 Polygon 生态经济的贡献占比,Odaily 星球日报在整理二者数据时发现了一个颇为巧合的比例。

首先是沉淀资金方面,Defillama 数据显示当前 Polymarket 全平台头寸总值约为 3.26 亿美元,约占 Polygon 全网锁仓总值 11.9 亿美元的四分之一;

其次是 gas 消耗状况,Coin Metrics 去年十月曾统计称与 Polymarket 相关的交易预计消耗了 Polygon 全网 25% 的 gas;

考虑到该数据偏久,我们又检查了近期的变化情况,数据分析师 petertherock 于 Dune 绘制的统计显示 11 月 Polymarket 相关的交易合计消耗了约 21.6 万美元的 gas,而 Token Terminal 则统计显示当月 Polygon 全网 gas 总消耗量约为 93.9 万美元,比例同样接近四分之一(约 23%)。

这里固然可能存在因统计口径与时间窗口造成的巧合,但跨维度的相似结果在一定程度上也可作为衡量 Polymarket 对于 Polygon 经济意义的估算参考。

除了活跃用户、沉淀资金、交易流水、gas 贡献等可量化指标之外,Polymarket 对 Polygon 的经济意义,还体现在一系列更难被直接衡量、却同样真实存在的隐性贡献之中。

首先是对稳定币流动性的盘活。Polymarket 的所有交易均以 USDC 结算,其高频、持续的交易行为在客观上显著提升了 USDC 在 Polygon 网络上的流转需求与使用场景;其次是留存用户的附带行为价值,除去预测市场本身之外,这些用户也有可能出于便利而转向使用 Polygon 生态上的 DeFi 等其他产品,进而提升 Polygon 网络的整体生态价值。这些贡献很具体的数据去量化,却构成了底层网络最为看重、也最为稀缺的“真实需求”。

为什么是现在?答案并不难猜

事实上,仅从用户规模、数据表现及市场声量来看,Polymarket 已完全具备了自立门户的底气。这早已不是一个“该不该走”的问题,而是一个“什么时候走”的问题。

之所以选择在当下这个时间点着手迁移,核心原因或在于 Polymarket TGE 的临近。一方面, Polymarket 一旦完成发币,其治理结构、激励体系与经济模型都会相对固化,后续再进行底层迁移的成本与复杂度将显著上升;另一方面,从“单一应用”升级为“应用 + 底层”的全栈系统,本身就意味着估值逻辑的变更,自建 Layer2 无疑为 Polymarket 在叙事与资本层面打开了更高的天花板。

总而言之,Polymarket 出走 Polygon,本质上并不仅仅是一次简单的底层迁移,而是加密行业结构性变化的缩影。当顶级应用开始具备独立承载用户、流量与经济活动的能力,底层网络若无法提供额外价值,就不可避免地会被“背刺”。

无他,逐利而已。
爆裂魔法师:
利空pol,还没开始就已经结束😂
--
Падение
$ETH Bearish Continuation Below Supply Zone $ETH is trading with weak structure on the 30m timeframe after failing to reclaim the key resistance zone near 2960–2970. Multiple rejection wicks and lower highs clearly show seller dominance, with price now consolidating below resistance............. As long as $ETH remains under this zone, the downside continuation toward lower liquidity levels remains the higher-probability move..................... Trade Setup Entry Range: 2935 – 2960 Target 1: 2905 Target 2: 2885 Target 3: 2870 Stop Loss (SL): 2975 {spot}(ETHUSDT) Follow my account!!! #BTCVSGOLD #eth #eth #ETH🔥🔥🔥🔥#ETH #ETH 🔥🔥
$ETH Bearish Continuation Below Supply Zone
$ETH is trading with weak structure on the 30m timeframe after failing to reclaim the key resistance zone near 2960–2970. Multiple rejection wicks and lower highs clearly show seller dominance, with price now consolidating below resistance.............
As long as $ETH remains under this zone, the downside continuation toward lower liquidity levels remains the higher-probability move.....................
Trade Setup
Entry Range: 2935 – 2960
Target 1: 2905
Target 2: 2885
Target 3: 2870
Stop Loss (SL): 2975

Follow my account!!!

#BTCVSGOLD #eth #eth #ETH🔥🔥🔥🔥#ETH #ETH 🔥🔥
短线:Btc 866北,用于试单,Eth:2895-2920; 上面3050继续南下,多单这个位置有可能被损,仓位小,得接受回调,到压力得走,不可以当成底格局! 855-845:日线波段结构位,决定底是否成立,结构不破,波段思路不变,如果只破了短线,不影响大局。Btc止损关注日线是否跌破838,跌破反抽走。 ETH结构底的候选2778-2835,这个底能不能成立得看日线能不能守住2716; 关注26号期权交割,会有插针出现。#eth
短线:Btc 866北,用于试单,Eth:2895-2920; 上面3050继续南下,多单这个位置有可能被损,仓位小,得接受回调,到压力得走,不可以当成底格局!

855-845:日线波段结构位,决定底是否成立,结构不破,波段思路不变,如果只破了短线,不影响大局。Btc止损关注日线是否跌破838,跌破反抽走。

ETH结构底的候选2778-2835,这个底能不能成立得看日线能不能守住2716;
关注26号期权交割,会有插针出现。#eth
الاثيريوم #eth $ETH باختصار : تحليل بسيط من غير تعقيد امامنا نطاق هابط ما بين : 2850-2600 كسر 2600 سنتجه الى: 2300 2100 1900 كسرها سندخل في بير ماركت بعيد سيطول لمدة عام كامل اما نطاق صاعد ما بين : 3400-3650 ثبات فوق 3650 سنتجه الى : 4200 4500 4900 قمة الاثيريوم ثبات فوقها سنتجه الى قمم جديدة الى ان نصل الى 7200 تسارع الحركه فوقها سندخل الى قمم بعيدة جدا وعلى حسب تسارع البيتكوين مع السوق باختصار الاثيريوم هو الذي سيكون محل انظار الجميع في الفترة القادمة وليس البيتكوين ولربما نشوف انفجار الى اكثر من 12 الف دولار
الاثيريوم #eth $ETH باختصار :
تحليل بسيط من غير تعقيد
امامنا نطاق هابط ما بين : 2850-2600
كسر 2600 سنتجه الى:
2300
2100
1900 كسرها
سندخل في بير ماركت بعيد سيطول لمدة عام كامل

اما نطاق صاعد ما بين : 3400-3650
ثبات فوق 3650 سنتجه الى :
4200
4500
4900 قمة الاثيريوم ثبات فوقها سنتجه الى قمم جديدة الى ان نصل الى 7200 تسارع الحركه فوقها سندخل الى قمم بعيدة جدا وعلى حسب تسارع البيتكوين مع السوق

باختصار الاثيريوم هو الذي سيكون محل انظار الجميع في الفترة القادمة وليس البيتكوين ولربما نشوف انفجار الى اكثر من 12 الف دولار
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