Why has ETH been in decline for so long?
One view of the reason for ETH's long-term slump is that it is now in the stage of changing bankers. Wall Street's large financial institutions are becoming the new bankers and gradually taking over the bargaining chips of the previous wild bankers.
Over the past year, the market share of the top 100 currency-holding addresses has shown an upward trend and has now reached 66%. There has been a significant increase, especially after the ETH ETF was approved for listing.
This shows that the concentration of ETH is actually getting higher and higher. The head address has been buying, but the price of ETH has not increased. What does it mean?
On the one hand, it shows that the bankers are always there and continue to attract funds. On the other hand, it shows that there are a lot of changes of hands in the market. Not only are retail investors losing chips, but these top addresses are also changing hands internally, that is, the bankers are changing hands.
You must know that ETH and BTC are the only tokens with ETFs, and ETH has a very big advantage over BTC: staking income.
Once the ETF starts staking returns or even re-pledges in the future, the currency-based risk-free return of at least 3% a year is actually very good, especially compared with traditional financial products.
This is the unrealized potential of ETH and the biggest potential benefit.
Naturally, traditional financial institutions will not let go of this piece of cake, and have strong will and motivation to become the new village of ETH.
However, ETH has been the main narrative in the two bull and bear rounds before. Naturally, there are more long-term holders and the chips are more dispersed. Therefore, it will take a long time for the chips to change hands, and the market needs to be fully washed.
Therefore, it is necessary to suppress the price of ETH for a long time and let the previous long-term holders lose their chips, such as SOL, which is a popular swap, so that the chips can be concentrated in the hands of new bookmakers.
Only after Xinzhuang has collected enough funds will it have the motivation to increase the price of ETH.
This is a conspiracy.
Therefore, don’t throw away the truly valuable chips in your hands, that is, BTC and ETH. Only by getting through this long and painful wash can you get the long-term gains you really want.