2026-01-09 04:20:19

Yesterday I bought some Ethereum spot again and want to clarify my three recent thoughts.

First—about the fundamentals. Does Ethereum really have strong fundamentals? Looking at the TVL data makes it clear—its position in the DeFi space is unshakable. What does this fundamental strength imply? It means the price floor is established. Looking at last year's spot ETF data, it rose from a low of 6B to 20B, more than tripling. The institutional attitude actually speaks volumes.

Second—large-scale staking by institutions. This isn't just talk; it's real capital allocation. They have already regarded Ethereum as a long-term strategic reserve, the underlying infrastructure of Web3 finance. Wall Street sees it this way.

The last point is my own trading logic. I originally thought the bear market was confirmed starting in November, but I didn't expect such prolonged consolidation around the 3000 level recently. This level is clearly under heavy pressure, with fierce competition. I was previously out of the market, and my bearish view had reasons. But now the risk is—what if it really starts to rise? So I decided to open a 10% position as insurance. If it drops further later, I will add more.

ETH1.46%

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CexIsBad

· 01-09 18:15

The 3000 level is indeed a bit fierce; institutions are quietly accumulating, while retail investors are still hesitating.

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BlockBargainHunter

· 01-09 04:49

Very solid, TVL is indeed a hard indicator that can't be faked. I'm just worried that this wave from institutions is just the front line, and there might be further dips later...

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GmGmNoGn

· 01-09 04:49

Institutions are really accumulating, Wall Street is serious this time, unlike before when they just talked big. TVL is there for everyone to see, and ETF doubling is no joke. The 3000 level is indeed a tough spot, and I'm a bit shaken and conflicted. Let's buy a 10% insurance first, or else if it rises further, we'll really regret it.

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GasSavingMaster

· 01-09 04:45

**Comment 1:** The 3000 level is really quite tight; institutions are truly quietly accumulating. I'm also playing it safe and starting with 10% exposure. **Comment 2:** I'm convinced by the part about ETF doubling. Wall Street's recent layout definitely has some substance; no wonder you're feeling excited. **Comment 3:** Rather than being empty-handed and tortured by FOMO, it's better to start with 10% insurance. I get your logic. **Comment 4:** Supporting the TVL to maintain the fundamentals makes sense; it's much stronger than coins relying solely on narratives. **Comment 5:** With such a large staking scale, institutions won't easily dump the market. This perspective is well thought out.

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WalletDetective

· 01-09 04:42

The 3000 level is indeed taking root, institutions are pouring real money into it, what does that indicate? Think about it yourself. What’s the matter? Now you're starting to worry about missing out too, haha. TVL is the real key; not many people see through this. Reduce your position to 10%, a steady approach, brother, a gamble with a cautious mindset. Wall Street’s money doesn’t lie. You should buy in stages at the bottom range; your operation is fine. If it really rises, you'll regret it to death; you still need to buy some.

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ImaginaryWhale

· 01-09 04:27

Institutions are throwing money around; we just need to follow and enjoy some of the soup. --- The 3000 level is indeed a slaughterhouse, but you're right—if it takes off, it takes off. --- I agree with the one-tenth position insurance move; at least it won't be too painful to miss out. --- With TVL right there, that's definitely the bottom line. We're betting on this. --- Wall Street is all accumulating; retail investors are still hesitating? That's hilarious. --- I checked my wallet, and it's definitely time to get in. Your move is pretty impressive. --- The staking scale is so large, it shows that institutions are really optimistic, not just for show. --- From 6b to 20b, this data really says it all. --- I was also bearish before, but with the current situation, I don't dare to gamble anymore. --- Wait, are you saying 3000 is in USD or RMB? Clarify before rushing in.

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