在BTC又又又要10万时,让我们回顾下ETH/BTC汇率0.019。上次本末线下聚会,我和一些朋友聊了下,为啥手上还会有ETH呢?
总结了几个共同点:
*基本都是上个周期进入Crypto
*还在幻想山寨牛市
*不太会止损
*这个周期没怎么参与SOL生态
—————————————————————
我们一个个来说:
1、上个周期进入Crypto,会认为ETH和BTC是一类币,别的币是Altcoin。
导致熊市抄底牛市买入时,都期望ETH涨幅超过BTC,期望BTC10万U,ETH 1万U。
2、也同样是因为上个周期流动性太过充足,所有的币普涨,所以还在幻想山寨牛。
但这个周期,BTC ETF让很多Crypto的流动性去了美股,还没有降息,和上个周期的市场情况完全不同。
3、因为不会止损,所以只能眼睁睁看着,ETH/BTC的汇率从0.08一直跌到今天的0.019。
4、其实早就有过山寨牛了,那就是SOL的MEME。MEME都普涨过了,动物/政治/AI基建等等,各个品类都涨了很多,还在想着没有叙事没有收入的老币涨,这是一种病。
上个周期,所有的叙事都围绕ETH,Defi Summer/NFT。但这个周期的叙事就是在SOL上发生,没有参与,自然没办法卖出ETH换成SOL。
还有一些朋友根据过去的老旧逃顶指标,判断牛市还没到顶,一点ETH仓位都没卖出。
ETH这个周期就是没有跟上时代变化,如果你的思维固化了,也会和ETH一样。
这个时候,就要祭出夜猫老师的经典图了:“ETH长期来看,一文不值。”(不代表我的观点🐶🐶)

53.43K
0
The content on this page is provided by third parties. Unless otherwise stated, OKX is not the author of the cited article(s) and does not claim any copyright in the materials. The content is provided for informational purposes only and does not represent the views of OKX. It is not intended to be an endorsement of any kind and should not be considered investment advice or a solicitation to buy or sell digital assets. To the extent generative AI is utilized to provide summaries or other information, such AI generated content may be inaccurate or inconsistent. Please read the linked article for more details and information. OKX is not responsible for content hosted on third party sites. Digital asset holdings, including stablecoins and NFTs, involve a high degree of risk and can fluctuate greatly. You should carefully consider whether trading or holding digital assets is suitable for you in light of your financial condition.

