DOFA乔大安

#ETH走势分析 Today is really a day of emotional turmoil...🥹🥹

On one side, #以太坊基金会 established #以太坊后量子安全团队 , putting out a prize of 2 million USD to prevent quantum cracking. To be honest, this kind of forward-looking layout makes me feel at ease😌—ETH is not just a short-term number; it is betting on security and vitality ten years down the line.

But reality harshly slapped me: Bitcoin in custody was stolen in South Korea, and Scroll co-founder X's account was hacked. Once the news broke, mainstream coins plummeted directly, and ETH was no exception. The short-term panic is almost a reflex, as if every security incident is stepping on our nerves.

On one hand, I feel reassured about ETH's long-term planning—it's doing what others don’t have the courage to do;
On the other hand, one cannot ignore the brutal reality of the market—emotion runs faster than logic, and panic is more powerful than rationality.

Short-term price fluctuations make me anxious and doubtful, but I slowly understand one thing: the true value of ETH is not determined by news from one or two days, but is supported by the patient chips left behind in the storms.

Today it fell, tomorrow it might rebound, or it might continue to fluctuate, but those who truly understand it know to stay calm in such extreme news and give time a little time.

$ETH

📌 Record it:
Can eat for a while, can get off, and can wait for the next round.
This round was not taken away by emotions, today is considered a win✌️

Sleep when it's time to sleep, leave when it's time to leave.
The market is abundant, but life is only one.

#下任美联储主席会是谁？ Powell has been criticized in recent years for completing the cycle. Interest rate hikes, quantitative easing, and then tightening; none of the steps have been perfect, but at least the rhythm is 'familiar to the market.' Once there is a change in leadership, even if it's just a different style expectation, funds will first choose to take a step back and observe. This is also why mainstream assets, including ETH and BTC, are exceptionally sensitive to macro news. My own emotions are quite complex. On one hand, I am very clear that no matter who becomes the Federal Reserve Chair, they cannot 'save the market' immediately; on the other hand, I have to admit that what the market fears most is not whether it is hawkish or dovish, but not knowing whether it is hawkish or dovish. In this stage, the drop in price is sometimes not about being bearish on the future, but rather a lack of confidence in it. From a crypto perspective, it is even more evident. As long as liquidity expectations are ambiguous, risk assets will be set aside first. The recent hesitation and fluctuations of ETH are actually not much related to technology; they are more driven by macro sentiment. But I actually feel that the chips that can remain during such times are the ones that truly reflect the cycle.

#Grayscale Submission of BNB ETF Application I remember when I first entered the industry, I only regarded BNB as a "platform coin," with its fluctuations relying on emotions and bull markets. Looking at it now, it has slowly been drawn into the discussion of "whether it can be accepted by traditional funds."

My long-term outlook on BNB is not because of how much it can rise in the short term.
Rather, I have noticed that amidst tightening regulations and narrative shifts, BNB has become increasingly low-key yet stable. The chain is running, the ecosystem is being utilized, transaction fees are being paid, and it can remain active even in a bear market—these aspects are not sexy, but they are very real.

The market has not been in a good mood these past few days, and mainstream coins can be easily crushed by a single piece of news.
However, seeing the progress of BNB's ETF during such times has actually caused a bit of emotional fluctuation for me: it's not about wanting to rush in, but realizing that some assets are quietly moving towards a stage of "being priced long-term." It doesn't rely on stories for a price increase; rather, it feels like it's waiting for time and patience.

I can't say how things will be in the short term.
But if we look at the longer cycle, my impression of BNB is: when it rises, you may find it slow, but when it falls, you will discover it is always at the table.

$BNB

#Scroll联创X账户被盗
After seeing this message, to be honest, my heart tightened for a moment, followed by an indescribable sense of fatigue. The market's reaction was almost a reflex—mainstream coins collectively fell, and ETH was also pressed down.
It seems that as long as there is a reason for a "safety incident," emotions can be instantly amplified.

But thinking calmly, is this drop really all because of one account?
More often than not, it's just the already fragile emotions waiting for an ignition point. Just like recently, with regulatory uncertainty, the retreat of hot topics, and a narrative vacuum, funds had already begun to become cautious, just waiting for a "suitable reason" to sell off.

My own feeling is:
Watching the price drop is uncomfortable, it makes me doubt, but I no longer panic to operate like before. The logic of ETH hasn't changed just because one account was hacked; it feels more like the market treats it as an "emotional buffer," always hitting it first during panic. Short-term looks bad, but in the medium term, it’s actually constantly changing hands, washing out the restless chips little by little.

After several ups and downs, I slowly understand one thing:
What really determines whether you can stay is not the news itself, but your reaction to these messages.
Accounts can be hacked, the market can crash, but if the rhythm is taken away, only emotions remain.

#韩国丢失遭扣押比特币 My first reaction was not shock, but a familiar sense of powerlessness. The market has yet another 'black swan excuse', and mainstream coins collectively plummeted, with ETH not escaping either.
Every decline has a different surface reason: regulation, geopolitics, loss, theft, policy delays... but the rhythm of the sell-off is always so skilled.

These days, it just so happens to coincide with hot current events —
In the US, cryptocurrency legislation has been delayed again, Trump frequently makes statements, and financial moguls are singing pessimism while secretly allocating; names like BlackRock and Grayscale are used to 'calm emotions' but are also seen by the market as evidence that 'even during downturns, they can't save us'.

In this context, ETH's trend is actually very real: emotions precede fundamentals, prices precede logic. In the short term, ETH is treated as a 'risk asset' and is being sold off; but when looking at the longer cycle, it always slowly repairs and gradually returns to the main narrative amid the chaos.

I don’t want to pretend to be someone who sees through everything.
Seeing the decline, I also feel troubled and question 'am I judging too early again?'. But as I have come this far, I am increasingly clear about one thing: ETH has never risen due to good news, but rather by continuously digesting panic and surviving.

Not excited, not panicked, and certainly not like those who shout slogans. I just feel that this phase of being repeatedly struck by news is actually closer to the moment of 'pricing patience'.

#ETH走势分析 ETH Do you dare to add positions at this level?

The price has been grinding around the 2930 level, with moving averages pressing down, rebounds lacking volume, and declines not too painful.
The 24-hour capital flow is net outflowing; small orders are fleeing while large orders are net inflowing. This scene feels too familiar—every time the sentiment is ground down to its lowest, the chips are quietly changing hands.

Saying it's strong, the technical aspect is not strong at all;
Saying it will crash, yet we still haven't seen that kind of uncontrolled selling pressure.

Recently, the macro environment has also been quite twisted.
On one side are policies, ETFs, and compliance rhythms jumping back and forth,
On the other side, Davos talks about stablecoins, RWA, and on-chain settlements every day, promising a future, but the market doesn't give any sentiment.

So now, ETH, in my eyes, doesn't resemble a trending market; it looks more like a patience test.
It's not about who makes the right judgment, but about who can make fewer mistakes in the "result-less fluctuations."

I don't chase rebounds, nor am I in a hurry to draw conclusions.
At this level, what I'm more concerned about is—
Continue to hold according to plan, or be gradually consumed by the market?

《Starting with 100U, after a year, at least enough for daily expenses》

I am not the kind of person who tells you "ten times your investment in a year" right from the start.
Starting with 100U, after a year, gradually withdrawing funds is not anything legendary.

When the market is good, resist the urge to chase, and when the market is bad, try not to panic.
Don't chase highs and sell lows; more often, it's about waiting, waiting for a point that you can understand and sleep well at.

Sometimes I also doubt if this is too slow.
But looking back, the account is still there, I'm still here, and the rhythm hasn't been disrupted.

I am not the protagonist in a story,
but at least, I am the kind of person who can continue to play on.

#达沃斯世界经济论坛2026 #达沃斯2026

The content from the Davos Forum has been on my feed these past few days, and to be honest, it feels a bit surreal.
In the past, when we discussed stablecoins, it was more about whether they were "useful" or "would they decouple," but now we are directly talking about—will they reshape the entire global payment system.

Circle's Jeremy Allaire threw out a term that particularly struck me:
"The new physics of currency."

Stablecoins do not pay interest; they are merely "cash tools." This seems quite restrained in the eyes of traditional finance, but from another angle—
it isn’t about robbing banks; it’s about making money move faster.
Faster settlements, higher turnover rates, a smaller monetary base, supporting a larger economic volume.

Now, let's zoom out a bit.
On one side, Davos is discussing stablecoins + AI agents participating in the economy,
on the other side is the real world:
The emotional game of the U.S. elections, celebrities advocating for crypto, ETF funds flowing in and out, the market seems to be in a heated debate, but beneath the surface, the foundation is quietly shifting.

And #ETH🔥🔥🔥🔥🔥🔥 , actually stands at the very center of this "new physics."

The stronghold of stablecoins is still on Ethereum,
whether it’s the compliance route for USDC,
or the future on-chain settlements, automatic payments, and cross-border collaborations of AI agents,
it ultimately revolves around a highly secure and highly certain settlement layer.

So, you will find a very fragmented phenomenon:
Prices are being pulled back and forth, emotions are swinging,
but the narrative is becoming clearer and clearer.

My recent feeling about ETH is—
it doesn’t feel like a coin that will give you short-term stimulation,
it feels more like a foundation that has been repeatedly trampled, but becomes more solid with each step.

The market is not lacking stories; what it lacks is infrastructure that can survive the cycles.
Perhaps when "billions of AI agents" really start participating in the economy,
we will look back and realize,
that these fluctuations are just noise before the switch of eras.

It may not take off immediately, but I find it increasingly hard to be pessimistic about it.

#美国加密市场法案延迟 What the market fears most is not the regulation itself, but the fact that the rules are not being implemented. Funds are unsure whether to heavily invest, and institutions are hesitant to fully let go, which is why you will find that the market isn't crashing but rather hesitating repeatedly, pulling emotions back and forth.

#ETH走势分析 For ETH, this kind of delay is definitely not friendly in the short term. The narrative has been put on pause, and the price is easily pressured by emotions. But from another perspective, the value of ETH is not entirely driven by legislation; it is more about real usage slowly accumulating. The more we are in this indecisive phase, the more it tests patience, and the easier it is to wash people out.

$ETH

#散户

To survive in the ups and downs, it's not about prediction, but about the 'way of living'.

——

The first thing: don't think about winning, think about how not to die first.
The market offers opportunities every day, but a single mistake with heavy positions can wipe you out.
It’s not important whether you can double your money; what matters is whether you can stay at the table.
Many retail investors are not wrong in their direction; they just haven’t waited for the day to cash in.

—

The second thing: treat your position as 'breathing', not belief.
When your position is full, you will become distorted.
You will start to find reasons for declines and excuses for losses.
When lightly positioned, the market is just the market;
when heavily positioned, the market becomes an emotion.

—

The third thing: allow fluctuations to exist.
If you can't accept a retreat, then you are not suited for holding positions.
Rising prices are always accompanied by corrections, and trends will always test you.
Those who truly complete a market phase are not the smartest, but those who can endure.

—

The fourth thing: have your own 'rhythm', rather than gasping along with the market.
The market is very noisy, telling you every minute that 'you should do something'.
But the retail investors who survive are precisely those who do nothing most of the time.
Take action when it's time to act,
and let the market perform itself for the rest of the time.

—

The fifth thing: don’t define yourself by a single trade.
Losing one trade doesn’t mean you’re incapable;
earning one trade doesn’t mean you’ve succeeded.
You are a long-term participant, not a single candlestick.

—

I later realized that,
the retail investors who survive are often not dazzling.
They don’t share their trades every day, nor call out directions every day,
but their accounts are still there, they are still there, and their mindset is still intact.

If you are still in the market now,
and can calmly read through these words,
then you have already gone further than many.

This is not to teach you how to make quick money,
but to share a way —
in the ups and downs, to not be swept away.

#散户 #小白入圈必看

The most common pitfalls for retail investors are not due to a lack of skills, but because they become too 'human'.

——

The first pitfall: Treating a 'one-time judgment' as 'long-term ability'.
When the market gets it right once, they start to feel enlightened.
They begin to increase their positions, start trading aggressively, and think they are different from others.
But the market never rewards confidence; it only rewards discipline.
Many retail investors don't fail because of losses, but after having 'just made some money'.

—

The second pitfall: Treating emotions as signals.
They get excited when prices rise and doubt life when they fall.
When they see the candlestick chart in the red, their minds are filled with 'Is it going to end?';
When they see it in the green, they start fantasizing 'This time it’s different'.
The times when emotions are strongest are often the times when they should not be trading.

—

The third pitfall: Treating short-term trading as investing and viewing corrections as rejections.
It's clearly a logic they believe in for the long term,
Yet they start to waver because of a 15-minute decline.
You’re not going in the wrong direction; you’ve just been shaken out.
When many shares fall from retail investors’ hands,
It often happens to be just when others want them.

—

The fourth pitfall: Listening to news and chasing consensus.
The moment the news comes out, the price has already moved.
What you see as an 'opportunity', others see as an 'exit window'.
The saddest part for retail investors is—
They are always the last to know and the first to rush in.

—

The fifth pitfall: Not accepting slowness.
Wanting quick gains, wanting to double their money, wanting to change their fate in one go.
But those who truly earn money steadily,
Are the ones who endure, wait, and persevere.
The market is not afraid of your slowness; it’s afraid of your chaos.

—

I later slowly realized,
The real opponent of retail investors has never been the big players, the institutions, or the candlesticks,
But those uncontrollable emotions and desires within themselves.

If you find a bit of resonance here,
Then at least it shows—you're still living seriously in this game.

This is not advice, not a trading call,
Just a bit of genuine feeling late at night.

#特朗普取消对欧关税威胁

Seeing Trump's signal of "cancelling the threat of tariffs on Europe," my first reaction was not positive, but rather a sigh of relief, although I dare not be too optimistic.

What the market fears most is not bad news, but the persistent uncertainty of fluctuating situations. As long as the issue of tariffs hangs in the air, capital will not dare to be fully risk-on; any slight disturbance will make them pull back. Now that the threat has been postponed, the sentiment will indeed recover, and risk assets will find it easier to breathe, but to be honest, I am more concerned about whether this is a calming down or just a pause before the next round of competition.

At such times, the market often does not immediately give you direction, but first offers you hope, only to test your judgment later.
I am now more restrained, not chasing emotions, nor rushing to take sides; I will first observe how the capital moves before deciding my own course of action.

Do you think this change in tariff attitude will be a turning point for sentiment, or just a temporary buffer?

#ETH走势分析

You are not alone, good morning.
Due to the continued sluggishness of the cryptocurrency market,
many trading friends around me have already given up on the market in 2026,
and have started to engage in illicit activities like selling silver, refining copper, and producing nickel.
😂😂😂😂😂😂😂😂😂

#美国伊朗如何影响市场
In recent days, watching the confrontation between the United States and Iran, it would be false to say I am not nervous.
Every time this kind of geopolitical friction heats up, the market seems to be moving at its own pace on the surface, but emotions have actually started to change quietly.

My feeling is: as soon as uncertainty arises, capital becomes very realistic. Especially since Trump is a super unpredictable factor creator.

With risk aversion rising and leverage starting to contract, risk assets may not immediately fall, but will become more sensitive and fragile. The market does not provide answers right away; instead, it first tortures people's mindset.

The hardest thing during such times is not to judge the direction, but to control impulses.
The more intense the news and opposing views, the easier it is to be pushed by emotions to make decisions, only to find that the market does not follow our expectations at all.

I am now more inclined to slow down and see the true reactions of capital, rather than rushing to take sides.
Do you think this round of geopolitical tension will become the next emotional turning point for the market?

#达沃斯世界经济论坛2026

Honestly, I used to doubt ETH for a while too. #ETH走势分析
It's not that I don't believe in its logic, but I'm too familiar with that feeling —
just bought and it retraces, just sold and it rebounds, during sideways movements it gradually wears down people's patience.

But looking back at the discussions from Davos 2026, especially the 'super cycle' mentioned by CZ, I suddenly realized a problem:
Maybe it's not that ETH is too slow, but that we are too impatient.

ETH never caters to emotions; it doesn't prove itself with one or two bullish candlesticks, but instead filters out the people who remain over time.
What is truly difficult is not understanding the trend, but after understanding it, being able to endure those days when 'it seems like nothing has happened'.

This time, I don't want to be led by emotions anymore.
How about you?
Has ETH tormented you?

#达沃斯世界经济论坛 #ETH