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How to Survive a Crypto Downtrend?
A crypto downtrend doesn't kill you with a punch.
It kills you slowly: with hope, with leverage, with the thought "it's going to rebound soon."
Surviving a downtrend isn't about making a lot of money, but about not being eliminated from the game.
1. Accept the truth: the market can be bad for longer than you think.
The biggest mistake new traders make is:
"This drop is too much, it'll definitely rebound."
No.
Crypto can trade sideways – drop – bleed you dry for months, even years.
👉 The first thing to do to survive is stop predicting the bottom.
Nobody needs you to buy at the bottom. The market just needs you not to die.
2. Leverage isn't wrong – but using it incorrectly is suicide.
Downtrend + high leverage = a one-way ticket.
• X50, X100 in a downtrend
• All-in on one trade
• Holding onto losses with the belief that "a little rebound will get me back to break-even"
👉 This isn't trading, this is gambling with charts.
If still using futures:
• Reduce leverage to a manageable level
• Only lose a small portion of your capital per trade
• Always ask: "If this trade is wiped out, can I still continue?"
3. Cash is the strongest position
In a downtrend:
• Not entering a trade is also a decision
• Holding USDT/USDC is not cowardly
Cash helps you:
• Avoid psychological pressure
• Have ammunition when real opportunities arise
• Avoid FOMO (Fear of Missing Out) following weak green candlesticks
👉 The survivor is the one who still has capital when others run out.
4. Don't fall in love with coins – be skeptical of them.
Every coin has:
• Great narratives
• Shill KOLs
• Beautiful roadmaps
But downtrends don't care about the story.
Ask yourself:
• If this coin drops another 50%, will I still be calm?
• Does it really have liquidity?
Or is it just a meme hyped up during a bull market?
👉 In a downtrend, skepticism is a survival skill, not negativity.
5. Fewer trades = longer life
Overtrading is a silent killer.
• Seeing the chart makes you want to enter
• Recovering losses, recovering losses
• Having trades every day
👉 Downtrends don't reward the diligent,
they reward those who know when to stand still.
A week without any trades is perfectly fine.
6. Keeping a clear head is more important than holding the order.
Loses aren't scary.
Losing control of your emotions is what's scary.
• Tired → Rest
• Frustrated → Close the app
• Want to recover losses → Stop
👉 A surviving trader is a trader who knows when not to trade.
Conclusion:
A downtrend isn't about proving you're smart.
It's a test of:
• Your discipline
• Your survival
• Your presence when the market reverses
Bull markets aren't for the smartest.
They're for those who survive.
Let’s keep survive guys,long life crypto!$BTC $ETH
It kills you slowly: with hope, with leverage, with the thought "it's going to rebound soon."
Surviving a downtrend isn't about making a lot of money, but about not being eliminated from the game.
1. Accept the truth: the market can be bad for longer than you think.
The biggest mistake new traders make is:
"This drop is too much, it'll definitely rebound."
No.
Crypto can trade sideways – drop – bleed you dry for months, even years.
👉 The first thing to do to survive is stop predicting the bottom.
Nobody needs you to buy at the bottom. The market just needs you not to die.
2. Leverage isn't wrong – but using it incorrectly is suicide.
Downtrend + high leverage = a one-way ticket.
• X50, X100 in a downtrend
• All-in on one trade
• Holding onto losses with the belief that "a little rebound will get me back to break-even"
👉 This isn't trading, this is gambling with charts.
If still using futures:
• Reduce leverage to a manageable level
• Only lose a small portion of your capital per trade
• Always ask: "If this trade is wiped out, can I still continue?"
3. Cash is the strongest position
In a downtrend:
• Not entering a trade is also a decision
• Holding USDT/USDC is not cowardly
Cash helps you:
• Avoid psychological pressure
• Have ammunition when real opportunities arise
• Avoid FOMO (Fear of Missing Out) following weak green candlesticks
👉 The survivor is the one who still has capital when others run out.
4. Don't fall in love with coins – be skeptical of them.
Every coin has:
• Great narratives
• Shill KOLs
• Beautiful roadmaps
But downtrends don't care about the story.
Ask yourself:
• If this coin drops another 50%, will I still be calm?
• Does it really have liquidity?
Or is it just a meme hyped up during a bull market?
👉 In a downtrend, skepticism is a survival skill, not negativity.
5. Fewer trades = longer life
Overtrading is a silent killer.
• Seeing the chart makes you want to enter
• Recovering losses, recovering losses
• Having trades every day
👉 Downtrends don't reward the diligent,
they reward those who know when to stand still.
A week without any trades is perfectly fine.
6. Keeping a clear head is more important than holding the order.
Loses aren't scary.
Losing control of your emotions is what's scary.
• Tired → Rest
• Frustrated → Close the app
• Want to recover losses → Stop
👉 A surviving trader is a trader who knows when not to trade.
Conclusion:
A downtrend isn't about proving you're smart.
It's a test of:
• Your discipline
• Your survival
• Your presence when the market reverses
Bull markets aren't for the smartest.
They're for those who survive.
Let’s keep survive guys,long life crypto!$BTC $ETH
Satoshi has not sold any Bitcoin $BTC , ever!
The last transfer out of his wallets was 16 years ago.
He is the best performing individual in crypto with a profit of $86 BILLION USD. He is the 22nd richest person in the world, and has never sold a single coin.
In recent days, as the market has been in the red, rumors about FUD have spread rapidly, with many people spreading them without actually verifying the information.
Onchain doesn't lie, it's just a matter of whether you believe it or not. Stop FUD and spreading FUD.
The last transfer out of his wallets was 16 years ago.
He is the best performing individual in crypto with a profit of $86 BILLION USD. He is the 22nd richest person in the world, and has never sold a single coin.
In recent days, as the market has been in the red, rumors about FUD have spread rapidly, with many people spreading them without actually verifying the information.
Onchain doesn't lie, it's just a matter of whether you believe it or not. Stop FUD and spreading FUD.
Can the project you're holding survive a downtrend?
It's often said that you only know who's not wearing pants when the tide goes out. That is also absolutely true when the market enters a downtrend.
In some ways,
The bear market doesn't kill all projects. It just does the filtering. According to experts, projects with the following characteristics are likely to survive the crypto winter.
🔻 First, revenue must be real money.
Fees should come from lending, DEX, staking… not from surviving on incentives or token issuance to attract TVL. A project needs real money to cover its costs, and that money must come from the project's own revenue.
🔻 Second, the treasury must be strong.
Stablecoins should account for around 30-60%, enough for a 2-3 year runway to avoid starvation when the market freezes.
🔻 Third, the project must be mature.
At least 5 years old, with most tokens unlocked and in circulation → the pressure to sell later is not too heavy. This means the project has weathered several price drops and market fluctuations but has still survived.
🔻 Fourth, TVL must be stable.
During a bear market, there will be a decrease, but it will be less than the overall market and will recover quickly when the trend returns.
🔻 Finally, transparency and risk management.
Clear on-chain audits, open-source code, no legal ambiguity. Trust from the community cannot be faked; you cannot earn it without proving its value over time. A project that loses the trust of the community will ultimately fail.
Not many projects have achieved this, the most notable names being $BNB -$ETH and $AAVE .
Does the project you're currently working on have these characteristics?
It's often said that you only know who's not wearing pants when the tide goes out. That is also absolutely true when the market enters a downtrend.
In some ways,
The bear market doesn't kill all projects. It just does the filtering. According to experts, projects with the following characteristics are likely to survive the crypto winter.
🔻 First, revenue must be real money.
Fees should come from lending, DEX, staking… not from surviving on incentives or token issuance to attract TVL. A project needs real money to cover its costs, and that money must come from the project's own revenue.
🔻 Second, the treasury must be strong.
Stablecoins should account for around 30-60%, enough for a 2-3 year runway to avoid starvation when the market freezes.
🔻 Third, the project must be mature.
At least 5 years old, with most tokens unlocked and in circulation → the pressure to sell later is not too heavy. This means the project has weathered several price drops and market fluctuations but has still survived.
🔻 Fourth, TVL must be stable.
During a bear market, there will be a decrease, but it will be less than the overall market and will recover quickly when the trend returns.
🔻 Finally, transparency and risk management.
Clear on-chain audits, open-source code, no legal ambiguity. Trust from the community cannot be faked; you cannot earn it without proving its value over time. A project that loses the trust of the community will ultimately fail.
Not many projects have achieved this, the most notable names being $BNB -$ETH and $AAVE .
Does the project you're currently working on have these characteristics?
This process has begun!
it's only 10% complete, there's still over 900M left.
$BTC price surged from 74k to 77k.
This is an emergency reserve fund established by Binance in July 2018, designed to protect user assets in serious situations such as:
+ Cyberattacks (hacking)
+ Security breaches
+ Major system failures
+ Other force majeure events resulting in asset losses on the exchange
The fund is maintained at 1billion, previously held entirely in stablecoins (USDC).
Recently, Binance committed to converting the entire 1 billion from stablecoins to Bitcoin within 30 days, as part of its long-term commitment to the industry and its belief in the long-term value of BTC.
Binance deserves respect for its significant contributions to the market.$BNB
it's only 10% complete, there's still over 900M left.
$BTC price surged from 74k to 77k.
This is an emergency reserve fund established by Binance in July 2018, designed to protect user assets in serious situations such as:
+ Cyberattacks (hacking)
+ Security breaches
+ Major system failures
+ Other force majeure events resulting in asset losses on the exchange
The fund is maintained at 1billion, previously held entirely in stablecoins (USDC).
Recently, Binance committed to converting the entire 1 billion from stablecoins to Bitcoin within 30 days, as part of its long-term commitment to the industry and its belief in the long-term value of BTC.
Binance deserves respect for its significant contributions to the market.$BNB
Will history repeat itself?
March 2023
- Binance announced conversion of 1 BILLION SAFU FUND into $BTC , $ETH and $BNB .
- BTC pumped 250% in a year, ETH pumped 200% and Crypto MCap added $1.8 trillion.
January 2026
- Binance has announced to convert1 BILLION SAFU FUND into Bitcoin
I think the cycle will still happen, but the current circumstances are very different. We should probably still hope, however, if you are an experienced investor, prepare a suitable and cautious strategy.
{future}(BNBUSDT)
{future}(ETHUSDT)
{future}(BTCUSDT)
March 2023
- Binance announced conversion of 1 BILLION SAFU FUND into $BTC , $ETH and $BNB .
- BTC pumped 250% in a year, ETH pumped 200% and Crypto MCap added $1.8 trillion.
January 2026
- Binance has announced to convert1 BILLION SAFU FUND into Bitcoin
I think the cycle will still happen, but the current circumstances are very different. We should probably still hope, however, if you are an experienced investor, prepare a suitable and cautious strategy.
{future}(BNBUSDT)
{future}(ETHUSDT)
{future}(BTCUSDT)
Will history repeat itself?
March 2023
- Binance announced conversion of 1 BILLION SAFU FUND into $BTC , $ETH and $BNB .
- BTC pumped 250% in a year, ETH pumped 200% and Crypto MCap added $1.8 trillion.
January 2026
- Binance has announced to convert1 BILLION SAFU FUND into Bitcoin
I think the cycle will still happen, but the current circumstances are very different. We should probably still hope, however, if you are an experienced investor, prepare a suitable and cautious strategy.
March 2023
- Binance announced conversion of 1 BILLION SAFU FUND into $BTC , $ETH and $BNB .
- BTC pumped 250% in a year, ETH pumped 200% and Crypto MCap added $1.8 trillion.
January 2026
- Binance has announced to convert1 BILLION SAFU FUND into Bitcoin
I think the cycle will still happen, but the current circumstances are very different. We should probably still hope, however, if you are an experienced investor, prepare a suitable and cautious strategy.
How long does Bitcoin take to recover?
It's difficult to watch another $BTC -40% 🩸, however we have been here several times before.
Looking back at major correction 2010 - 2026:
Crashes → days to new ATH
− 30% to −39% → ~ 71 d
− 40% to −49% → ~ 53 d
− 50%+ crashes → ~ 524 d
Not all drawdowns are equal. Severity determines our wait time to next ATH.
The key is ALL massive drawdowns including the -94% (2010, 2011) have 100% recovery
Don't rush to go all-in at the bottom; we have limited funds.
It's difficult to watch another $BTC -40% 🩸, however we have been here several times before.
Looking back at major correction 2010 - 2026:
Crashes → days to new ATH
− 30% to −39% → ~ 71 d
− 40% to −49% → ~ 53 d
− 50%+ crashes → ~ 524 d
Not all drawdowns are equal. Severity determines our wait time to next ATH.
The key is ALL massive drawdowns including the -94% (2010, 2011) have 100% recovery
Don't rush to go all-in at the bottom; we have limited funds.
When you are afraid, whales act silently!
Have you ever wondered, if everyone were selling $BTC , who would be the buyer?
The answer might lie in the on-chain data from the past few days.
On-chain data reveals a stark contrast between retail investors and large "whales" during the Bitcoin price drop.
As Bitcoin's price plummeted, retail investors (wallets with less than 10 BTC) were continuously selling off due to fear of risk and losses. This group has been the most active in selling over the past month.
Conversely, very large investors (from 1,000 BTC to over 10,000 BTC) were accumulating.
Glassnode shows:
- Wallets holding 10,000 BTC or more are the only group accumulating.
- The number of wallets holding at least 1,000 BTC increased from 1,207 (October) to 1,303, indicating that many "whales" were accumulating during the market correction.
And then when we no longer have BTC to sell, the whales will sell it to us at a higher price.
Have you ever wondered, if everyone were selling $BTC , who would be the buyer?
The answer might lie in the on-chain data from the past few days.
On-chain data reveals a stark contrast between retail investors and large "whales" during the Bitcoin price drop.
As Bitcoin's price plummeted, retail investors (wallets with less than 10 BTC) were continuously selling off due to fear of risk and losses. This group has been the most active in selling over the past month.
Conversely, very large investors (from 1,000 BTC to over 10,000 BTC) were accumulating.
Glassnode shows:
- Wallets holding 10,000 BTC or more are the only group accumulating.
- The number of wallets holding at least 1,000 BTC increased from 1,207 (October) to 1,303, indicating that many "whales" were accumulating during the market correction.
And then when we no longer have BTC to sell, the whales will sell it to us at a higher price.
S
BTC/USDT
Price
78,432.56
The market is at its most dangerous crossroads!
The $BTC has reached 75k and bounced back upa nd $ETH 2k250.
This is an extremely important milestone because it represents the low point of March 2025, which is also the break-even price for Sailor.
The market is quite negative right now, and many factors could trigger further price drops.
I'm not sure how low the price could go, but following the trend is necessary.
I'm holding spot BTC, but I don't want to sell them right now, so this short order is a hedging strategy, but mainly it helps to ease my mind somewhat.
I also hope you can find a suitable strategy for yourselves.
The $BTC has reached 75k and bounced back upa nd $ETH 2k250.
This is an extremely important milestone because it represents the low point of March 2025, which is also the break-even price for Sailor.
The market is quite negative right now, and many factors could trigger further price drops.
I'm not sure how low the price could go, but following the trend is necessary.
I'm holding spot BTC, but I don't want to sell them right now, so this short order is a hedging strategy, but mainly it helps to ease my mind somewhat.
I also hope you can find a suitable strategy for yourselves.
S
BTCUSDT
Perp
Closed
PNL
+0.78USDT
8AM Sunday!
I wish I had taken profit instead of taking a screenshot.
Selling at this price is quite painful, but necessary as we need to restructure the portfolio.
Always be prepared for things that could get worse.
I wish I had taken profit instead of taking a screenshot.
Selling at this price is quite painful, but necessary as we need to restructure the portfolio.
Always be prepared for things that could get worse.
S
BTC/USDT
Price
78,732.18
Looking back 1 year ago - looking back at yourself!
Over the past year, perhaps only the most successful traders,$BNB holders, and Binance Alpha have been able to make a profit. Those who hold positions dare not even look at their portfolios.
The market is not easy; are you trying to keep going or give up?
Over the past year, perhaps only the most successful traders,$BNB holders, and Binance Alpha have been able to make a profit. Those who hold positions dare not even look at their portfolios.
The market is not easy; are you trying to keep going or give up?
$ETH continues to show weakness.
It seems like a retest of the $2,500 level is coming before any bounce back.
And if Ethereum fails to hold this level too, expect a liquidation cascade.
Besides being the second most liquid asset, Ethereum is also a popular collateral in DeFi. When the price of Ethereum falls, loans reaching their liquidation threshold will lead to the need to sell assets, causing a domino effect of mass liquidations.
Hopefully the market will find balance in the next 1-2 days.
To be honest, I haven't been sleeping well these past few days either.
It seems like a retest of the $2,500 level is coming before any bounce back.
And if Ethereum fails to hold this level too, expect a liquidation cascade.
Besides being the second most liquid asset, Ethereum is also a popular collateral in DeFi. When the price of Ethereum falls, loans reaching their liquidation threshold will lead to the need to sell assets, causing a domino effect of mass liquidations.
Hopefully the market will find balance in the next 1-2 days.
To be honest, I haven't been sleeping well these past few days either.
Gold and silver fall sharply, crypto struggles to find support!
Thị trường kim loại quý vừa chứng kiến cú điều chỉnh lịch sử. Sau khi ông Trump công bố ứng cử viên Chủ tịch Fed mới, giá vàng có phiên giảm mạnh nhất trong 43 năm, còn giá bạc ghi nhận mức giảm sâu nhất từ trước đến nay.
🔻 Vàng $PAXG thế giới giảm gần 500 USD, xuống còn 4,886 USD/ounce, mất gần 10% chỉ sau một phiên, có lúc rơi về 4,700 USD.
🔻 Bạc $XAG giảm 30 USD, còn 85 USD/ounce, trong phiên có lúc chạm 75 USD.
🔻 Bạch kim và palladium cũng lao dốc 10-15%.
🔎 Nguyên nhân:
> Nhà đầu tư bán chốt lời sau chuỗi tăng nóng.
> USD phục hồi khi ông Trump đề cử Kevin Warsh làm Chủ tịch Fed, giúp xoa dịu lo ngại về tính độc lập của Fed.
> Dòng tiền dịch chuyển, thị trường bước vào giai đoạn điều chỉnh kỹ thuật.
Dù giảm, giá vàng vẫn tăng 13% trong tháng 1 - tháng được giới phân tích đánh giá là biến động nhất lịch sử thị trường kim loại quý.
While negativity is gripping the market, $BTC , ETH, and BNB are trying to support the market at key support levels, while other coins are falling less due to low liquidity.
Thị trường kim loại quý vừa chứng kiến cú điều chỉnh lịch sử. Sau khi ông Trump công bố ứng cử viên Chủ tịch Fed mới, giá vàng có phiên giảm mạnh nhất trong 43 năm, còn giá bạc ghi nhận mức giảm sâu nhất từ trước đến nay.
🔻 Vàng $PAXG thế giới giảm gần 500 USD, xuống còn 4,886 USD/ounce, mất gần 10% chỉ sau một phiên, có lúc rơi về 4,700 USD.
🔻 Bạc $XAG giảm 30 USD, còn 85 USD/ounce, trong phiên có lúc chạm 75 USD.
🔻 Bạch kim và palladium cũng lao dốc 10-15%.
🔎 Nguyên nhân:
> Nhà đầu tư bán chốt lời sau chuỗi tăng nóng.
> USD phục hồi khi ông Trump đề cử Kevin Warsh làm Chủ tịch Fed, giúp xoa dịu lo ngại về tính độc lập của Fed.
> Dòng tiền dịch chuyển, thị trường bước vào giai đoạn điều chỉnh kỹ thuật.
Dù giảm, giá vàng vẫn tăng 13% trong tháng 1 - tháng được giới phân tích đánh giá là biến động nhất lịch sử thị trường kim loại quý.
While negativity is gripping the market, $BTC , ETH, and BNB are trying to support the market at key support levels, while other coins are falling less due to low liquidity.
Convert 15.38 WLFI to 2.29690981 USDC
Buy $ETH :double bottoms!
$ETH - Double bottoms are a tough trade because at the exact moment you should probably be buying they always look absolutely hideous. Plus you have the fear of it not holding and it breaking down further. In hindsight this will look like it was a simple and easy trade.
$ETH - Double bottoms are a tough trade because at the exact moment you should probably be buying they always look absolutely hideous. Plus you have the fear of it not holding and it breaking down further. In hindsight this will look like it was a simple and easy trade.
AMA with CZ:
I listened to Cz's AMA, and honestly, Cz is so popular. I wanted to ask Cz some questions but didn't have the chance.
So I wanted to repost it here; it's okay if you guys want to discuss it.
-CZ talked about the $BTC supercycle, however, he also said that the rapid fluctuations and changes in the world situation have lowered his confidence. Do you agree?
-I'm using Square and love many of its features; however, a lot of the content is low-quality and uses too much AI, making it less realistic. Is there a way to mitigate this?
-I trade a lot, but I'm quite curious about how the pre-futures market works. Is this market really useful?
Thanks
I listened to Cz's AMA, and honestly, Cz is so popular. I wanted to ask Cz some questions but didn't have the chance.
So I wanted to repost it here; it's okay if you guys want to discuss it.
-CZ talked about the $BTC supercycle, however, he also said that the rapid fluctuations and changes in the world situation have lowered his confidence. Do you agree?
-I'm using Square and love many of its features; however, a lot of the content is low-quality and uses too much AI, making it less realistic. Is there a way to mitigate this?
-I trade a lot, but I'm quite curious about how the pre-futures market works. Is this market really useful?
Thanks
What future does ETH head towards?
Vitalik recently published a blog post about his vision for $ETH development in the next few years. The current market conditions have led me to consider Vitalik's true intentions. Here are some of the main points I've thought of:
Vitalik's strategy isn't a "defensive approach due to lack of funds," but rather a long-term strategic repositioning for Ethereum. This can be broken down into five core reasons:
1. Ethereum is entering the "core infrastructure" phase, no longer a high-growth startup.
In its first 5–10 years, Ethereum needed:
• Rapid growth
• Attracting developers, apps, and users at all costs
But currently:
• Ethereum is already a global settlement layer
• It plays the role of public infrastructure, no longer a "test product"
👉 Once it's a core infrastructure, the priority is no longer "quick pumping," but rather:
• Stability
• Sustainability
• Independence from capital cycles
"Mild austerity" here is like transitioning from a startup to a national utility.
2. Avoid the “Big Tech + Big Capital” Trap
Vitalik clearly stated:
It's not about “opening up where everyone pays $200/month to use the API.”
That is, he actively avoids the path of:
• Big VC
• Big Corp
• Growth dependent on proprietary SaaS/API
Reasons:
• If Ethereum is controlled by capital & corporate → loss of self-sovereignty
• Then Ethereum is just a crypto version of AWS
👉 A strategy of tight spending + deep open-source = locking down development towards its original value.
3. Withdrawing 16,384 ETH is not for “selling,” but for self-financing the ecosystem.
This point is very good and many people misunderstand it.
Vitalik:
• Withdraw ETH
• Deploy gradually over many years
• Priorities: ZK, FHE, privacy, secure OS, hardware, open silicon
👉 This is:
• Strategic capital allocation
• Not dependent on market hype
• No fundraising needed → no short-term growth KPI pressure
To put it bluntly: Vitalik is acting as the “sovereign fund” for Ethereum.
4. Preparing for a world of conflict, fragmentation, and high control
His statement about “big strong bully” is key to his thinking.
Vitalik sees the world as:
• Increased control
• Surveillance
• AI + state + corp power
Ethereum, in his eyes, is not just DeFi, but:
• Autonomous infrastructure
• For small communities, weak nations, and individuals
👉 Therefore, it needs:
• True privacy (ZK, FHE)
• Local-first software
• Secure hardware
• Cloud independence
This is geopolitical thinking, not trade narrative. 5. Accepting Slow Growth to Avoid “Value Degradation”
Vitalik understands very well:
• If you chase short-term narratives → Ethereum will be “rich” but empty at the core
• Many other chains are choosing that path
The current strategy is:
• Sacrifice speed
• Maintain ethical design
• Ensure Ethereum remains a neutral infrastructure for 20–30 years
In short,
Vitalik is not building Ethereum to:
• Pump the price
• Gain short-term market share
He built Ethereum as:
“A self-sufficient infrastructure for an unstable world”
This strategy:
• ❌ Not sexy for traders
• ❌ Not suitable for the meme cycle
• ✅ But extremely bullish for Ethereum in 1–2 decades -can you wait 5-10 years for holding ETH?
Vitalik's strategy isn't a "defensive approach due to lack of funds," but rather a long-term strategic repositioning for Ethereum. This can be broken down into five core reasons:
1. Ethereum is entering the "core infrastructure" phase, no longer a high-growth startup.
In its first 5–10 years, Ethereum needed:
• Rapid growth
• Attracting developers, apps, and users at all costs
But currently:
• Ethereum is already a global settlement layer
• It plays the role of public infrastructure, no longer a "test product"
👉 Once it's a core infrastructure, the priority is no longer "quick pumping," but rather:
• Stability
• Sustainability
• Independence from capital cycles
"Mild austerity" here is like transitioning from a startup to a national utility.
2. Avoid the “Big Tech + Big Capital” Trap
Vitalik clearly stated:
It's not about “opening up where everyone pays $200/month to use the API.”
That is, he actively avoids the path of:
• Big VC
• Big Corp
• Growth dependent on proprietary SaaS/API
Reasons:
• If Ethereum is controlled by capital & corporate → loss of self-sovereignty
• Then Ethereum is just a crypto version of AWS
👉 A strategy of tight spending + deep open-source = locking down development towards its original value.
3. Withdrawing 16,384 ETH is not for “selling,” but for self-financing the ecosystem.
This point is very good and many people misunderstand it.
Vitalik:
• Withdraw ETH
• Deploy gradually over many years
• Priorities: ZK, FHE, privacy, secure OS, hardware, open silicon
👉 This is:
• Strategic capital allocation
• Not dependent on market hype
• No fundraising needed → no short-term growth KPI pressure
To put it bluntly: Vitalik is acting as the “sovereign fund” for Ethereum.
4. Preparing for a world of conflict, fragmentation, and high control
His statement about “big strong bully” is key to his thinking.
Vitalik sees the world as:
• Increased control
• Surveillance
• AI + state + corp power
Ethereum, in his eyes, is not just DeFi, but:
• Autonomous infrastructure
• For small communities, weak nations, and individuals
👉 Therefore, it needs:
• True privacy (ZK, FHE)
• Local-first software
• Secure hardware
• Cloud independence
This is geopolitical thinking, not trade narrative. 5. Accepting Slow Growth to Avoid “Value Degradation”
Vitalik understands very well:
• If you chase short-term narratives → Ethereum will be “rich” but empty at the core
• Many other chains are choosing that path
The current strategy is:
• Sacrifice speed
• Maintain ethical design
• Ensure Ethereum remains a neutral infrastructure for 20–30 years
In short,
Vitalik is not building Ethereum to:
• Pump the price
• Gain short-term market share
He built Ethereum as:
“A self-sufficient infrastructure for an unstable world”
This strategy:
• ❌ Not sexy for traders
• ❌ Not suitable for the meme cycle
• ✅ But extremely bullish for Ethereum in 1–2 decades -can you wait 5-10 years for holding ETH?
Tom Lee predicts that the price of $ETH will reach 7,000-9,000 dollars by the end of January 2026.
Bitcoin will reach $180,000 by the end of January.
Only almost 2 days left for $BTC x2, ETH x3 🤣
Have you ever wondered if these people are overly bullish or simply stupid?
I also wonder if this crypto market is too unpredictable or if these billion-dollar fund managers are too idealistic.
I'm pretty sure many people have followed this kind of financial advice and gotten themselves into trouble.
Many people are quite successful in traditional finance, but when they venture into this field, they are clearly complete novices.
Bitcoin will reach $180,000 by the end of January.
Only almost 2 days left for $BTC x2, ETH x3 🤣
Have you ever wondered if these people are overly bullish or simply stupid?
I also wonder if this crypto market is too unpredictable or if these billion-dollar fund managers are too idealistic.
I'm pretty sure many people have followed this kind of financial advice and gotten themselves into trouble.
Many people are quite successful in traditional finance, but when they venture into this field, they are clearly complete novices.
Binance announced that it will transfer the entire 1 billion USD stablecoin in the SAFU fund to BTC reserves, which is expected to be completed within 30 days.
Not stopping at the statement, Binance also set a very clear mechanism:
> SAFU will be rebalanced periodically according to the market price
> If the fund value drops below 800 million USD due to $BTC price fluctuations, Binance will inject more capital to bring the fund back to 1 billion USD
This shows that SAFU is no longer just a stablecoin defense fund, but is being positioned as a true BTC treasury.
The message is quite clear: Binance chooses to side with Bitcoin in the long term, including in the role of protecting users.
Not stopping at the statement, Binance also set a very clear mechanism:
> SAFU will be rebalanced periodically according to the market price
> If the fund value drops below 800 million USD due to $BTC price fluctuations, Binance will inject more capital to bring the fund back to 1 billion USD
This shows that SAFU is no longer just a stablecoin defense fund, but is being positioned as a true BTC treasury.
The message is quite clear: Binance chooses to side with Bitcoin in the long term, including in the role of protecting users.
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