The recent focus is on Ethereum ETF. Will the good news turn into bad news? This is the most concerned topic!


First, let me share my personal opinion: I think it will be a long-term positive factor and will drive the market to further rise. Ethereum has always been the fuse of the altcoin bull market, and it has continued since the bull market in 2017.


This wave of market, from 2023 to July 2024, although there have been several rising markets, most investors have not felt the wealth effect of the bull market.


A very important point is that because Ethereum’s performance is average, even if the Bitcoin ecosystem has exploded and the Sol ecosystem has exploded, the entire currency circle is not active and there is no feeling of a big bull market.


Therefore, this time Ethereum's ETF may be the fuse that truly ignites the bull market.


Recently, the Solana 2.0 testnet has been quietly launched on GitHub. This will be a very large version iteration. You see, it uses 2.0, and the previous updates have always been around 1.1, so this time it is really exciting.


But now because the test network has just come out, it is all preparation work, and there is no specific upgrade time and update content. However, I think there will be a clearer roadmap in the next few weeks.


In addition to Sol itself, we can also consider investing in several of its main ecological currencies when the price is low, such as the leading local currency WIF.


图片


In addition, pay attention to the benefits of ZK:


1. ZK’s airdrops have almost been cleared out. Up to now, more than 95% of the airdrops have been claimed, and most of the airdrops have been cleared out.


2. Market value is not high. ZK’s total financing exceeds 250 million, and its current market value is less than 700 million, ranking 100th.


3. No inflation in the next year. There will be no new circulating tokens in the next year. The inflation of other L2, Op, Arb, is very high, and tokens are released continuously, so it is more cost-effective to buy ZK coins in the L2 sector than other coins.


4. ZK serves as a handling fee. OP and ARB chains use ETH as the gas fee, but the ZK chain uses zk as the gas token, and the token utility will be stronger than OP and ARB.


5. There is another benefit of ZK that has not been released. The 3.0 version of the Elastic Chain architecture is proposed. What does this mean? This is an infinitely scalable ZK chain network. Other ideas can use this architecture to launch their own chains. Among them, the ZK gateway validator may need to pay zk tokens to bring more empowerment and use to zk. This token empowerment benefit has not been announced yet.


Can Inscription return to its peak?


Can ordi still reach 100?


In my personal opinion, there is nothing to worry about. As the leader of the Big Pie ecosystem, Ordi has already gained a strong consensus. With big players behind it, it will not perform badly. Moreover, for projects under the Big Pie ecosystem with fair chip distribution, is there any other choice besides Audi?


But to be honest, the other small and unknown inscriptions that are not dragon heads are already outdated, and we should not miss them when the opportunity to focus on the dragon heads comes.


Go back to opportunities that can be within a clear logical framework. Don’t act recklessly and fall in love with a bunch of targets without clear logic. You always think that they will increase a hundredfold in the future, but you don’t realize that you are avoiding iterating your own cognition.


In addition, SATs also announced that the second layer will be built in September, which also shows that there is room for speculation.


Yesterday, the price of Bitcoin soared to $67,000, and Ethereum followed closely behind. Many people began to wonder: Why is there no movement on the coins I bought? There are several main reasons for this situation:


1. Concentrated capital flows: The current market capital mainly flows to mainstream currencies such as Bitcoin and Ethereum, while small currencies perform mediocrely due to insufficient funds.


2. Market attention: Bitcoin and Ethereum have higher market attention, attracting the attention of a large number of investors and media, while small currencies are relatively lacking in attention.


3. Market sentiment: Most investors prefer to invest in relatively stable mainstream currencies when the market fluctuates, resulting in smaller price fluctuations in small currencies.


4. Project progress: Some small currency projects may lack substantial progress or news and fail to attract new investors.

图片


There will definitely be a big bull market in the second half of the year. Now Bitcoin is just experiencing a small correction before the bull market, and the price has established itself at 66,000. Because there is narrative hype every month, you can definitely make money by following the trend. First, the Bitcoin ETF was approved, and now the Ethereum ETF has also been approved and is waiting for listing. The next is the application for SOL, which will not be difficult to pass. It will break through 300, and the public’s attention is now focused on this. What is our choice?


Bitcoin is definitely the choice of whales, while the choices of retail investors are Ethereum and Sol. The price of Bitcoin is there, and it has already passed the listing, so Ethereum and Sol will absorb the funds. When a large amount of money flows into Sol, won’t it be too high to break through 300?


Just add to your position with sol. The other is the primary market. After Trump was assassinated, many meme-related tokens skyrocketed. I don’t know if anyone has held on to them. Each narrative can drive a certain sector, so it is not difficult to seize the opportunity. Many retail investors always realize it too late. Either their contracts are blown up or their spots are trapped. They don’t have their own logical judgment.


Those who are confused in the secondary market can pay attention to SOL, which is very strong in this round, including the meme and AI sectors.





The recent focus is on Ethereum ETF. Will the good news turn into bad news? This is the most concerned topic!

First, let me share my personal opinion: I think it will be a long-term positive factor and will drive the market to further rise. Ethereum has always been the fuse of the altcoin bull market, and it has continued since the bull market in 2017.

This wave of market, from 2023 to July 2024, although there have been several rising markets, most investors have not felt the wealth effect of the bull market.

A very important point is that because Ethereum’s performance is average, even if the Bitcoin ecosystem has exploded and the Sol ecosystem has exploded, the entire currency circle is not active and there is no feeling of a big bull market.

Therefore, this time Ethereum's ETF may be the fuse that truly ignites the bull market.

Recently, the Solana 2.0 testnet has been quietly launched on GitHub. This will be a very large version iteration. You see, it uses 2.0, and the previous updates have always been around 1.1, so this time it is really exciting.

But now because the test network has just come out, it is all preparation work, and there is no specific upgrade time and update content. However, I think there will be a clearer roadmap in the next few weeks.

In addition to Sol itself, we can also consider investing in several of its main ecological currencies when the price is low, such as the leading local currency WIF.

图片

In addition, pay attention to the benefits of ZK:

1. ZK’s airdrops have almost been cleared out. Up to now, more than 95% of the airdrops have been claimed, and most of the airdrops have been cleared out.

2. Market value is not high. ZK’s total financing exceeds 250 million, and its current market value is less than 700 million, ranking 100th.

3. No inflation in the next year. There will be no new circulating tokens in the next year. The inflation of other L2, Op, Arb, is very high, and tokens are released continuously, so it is more cost-effective to buy ZK coins in the L2 sector than other coins.

4. ZK serves as a handling fee. OP and ARB chains use ETH as the gas fee, but the ZK chain uses zk as the gas token, and the token utility will be stronger than OP and ARB.

5. There is another benefit of ZK that has not been released. The 3.0 version of the Elastic Chain architecture is proposed. What does this mean? This is an infinitely scalable ZK chain network. Other ideas can use this architecture to launch their own chains. Among them, the ZK gateway validator may need to pay zk tokens to bring more empowerment and use to zk. This token empowerment benefit has not been announced yet.

Can Inscription return to its peak?

Can ordi still reach 100?

In my personal opinion, there is nothing to worry about. As the leader of the Big Pie ecosystem, Ordi has already gained a strong consensus. With big players behind it, it will not perform badly. Moreover, for projects under the Big Pie ecosystem with fair chip distribution, is there any other choice besides Audi?

But to be honest, the other small and unknown inscriptions that are not dragon heads are already outdated, and we should not miss them when the opportunity to focus on the dragon heads comes.

Go back to opportunities that can be within a clear logical framework. Don’t act recklessly and fall in love with a bunch of targets without clear logic. You always think that they will increase a hundredfold in the future, but you don’t realize that you are avoiding iterating your own cognition.

In addition, SATs also announced that the second layer will be built in September, which also shows that there is room for speculation.

Yesterday, the price of Bitcoin soared to $67,000, and Ethereum followed closely behind. Many people began to wonder: Why is there no movement on the coins I bought? There are several main reasons for this situation:

1. Concentrated capital flows: The current market capital mainly flows to mainstream currencies such as Bitcoin and Ethereum, while small currencies perform mediocrely due to insufficient funds.

2. Market attention: Bitcoin and Ethereum have higher market attention, attracting the attention of a large number of investors and media, while small currencies are relatively lacking in attention.

3. Market sentiment: Most investors prefer to invest in relatively stable mainstream currencies when the market fluctuates, resulting in smaller price fluctuations in small currencies.

4. Project progress: Some small currency projects may lack substantial progress or news and fail to attract new investors.

图片

There will definitely be a big bull market in the second half of the year. Now Bitcoin is just experiencing a small correction before the bull market, and the price has established itself at 66,000. Because there is narrative hype every month, you can definitely make money by following the trend. First, the Bitcoin ETF was approved, and now the Ethereum ETF has also been approved and is waiting for listing. The next is the application for SOL, which will not be difficult to pass. It will break through 300, and the public’s attention is now focused on this. What is our choice?

Bitcoin is definitely the choice of whales, while the choices of retail investors are Ethereum and Sol. The price of Bitcoin is there, and it has already passed the listing, so Ethereum and Sol will absorb the funds. When a large amount of money flows into Sol, won’t it be too high to break through 300?

Just add to your position with sol. The other is the primary market. After Trump was assassinated, many meme-related tokens skyrocketed. I don’t know if anyone has held on to them. Each narrative can drive a certain sector, so it is not difficult to seize the opportunity. Many retail investors always realize it too late. Either their contracts are blown up or their spots are trapped. They don’t have their own logical judgment.

Those who are confused in the secondary market can pay attention to SOL, which is very strong in this round, including the meme and AI sectors.