这个阶段买入 $ETH 的性价比比 $BTC 要高的多—— 1️⃣ 大趋势看:ETH 本轮周期并未充分释放,仍然是处于「后半段牛市未发力阶段」。 除了 ETH ETF,当前ETH 基本面改善(销毁通缩 + L2生态 + restaking narrative + RWAs 等催化剂)。 2️⃣ETH 目前处于「大周期震荡修复期」, 维持 1600-3200 箱体震荡格局,主力资金暂未形成趋势性突破,能否突破决定中期趋势和整体行情; 大概率不会跌破1600 除非极端黑天鹅,但是上涨可能突破3000-3200 上行空间4000+,所以性价比高; 3️⃣箱体思维为主,波段为辅,2200-2500 最好的阶段分批布局,避免一次性梭哈,仓位控制好风险,耐心等待明确信号。
一个好消息一个坏消息! 坏消息是:我们钱包又被国际局势袭击了; 好消息是:又给了我们上车的机会! 历史证明,每次空袭造成的下跌,一般会比较快的收回失地!
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