2025-12-22 05:20:24

#以太坊行情解读 The market structure is undergoing profound changes. Data does not lie – by 2025, institutional funds will account for nearly 70%, continuously entering the market and Lock-up Position through large channels like ETFs, resulting in the Bitcoin inventory on exchanges falling to its lowest level in six years. In simple terms, Liquidity has been drained, and pricing power has shifted.

What does this mean? The past experience of retail investors—buying low and then holding on for dear life—has completely failed. Now, new projects often come with valuations in the billions, accompanied by long unlocking periods and a large number of tokens continuously being dumped. The so-called "faith investment" sounds good, but in reality, most retail investors are just getting into one scheme after another.

In this context, meme coins have become a strange force. They do not promise unrealistic returns, nor do they have institutional unlocking pressures hanging over them; their rise and fall are purely a market game. At least in the short term, they can provide a sense of "relative fairness." But to be honest, meme coins never create value; they only consume the market's heat and are merely a carnival of funds.

The issue boils down to one point: institutional assets like Bitcoin and Ethereum are gradually evolving into "value storage locations," while most other opportunities have become the "high-risk playground" for retail investors. To survive, perhaps what should be done is to embrace the slow bull characteristics of these two major coins while maintaining a clear speculative discipline regarding other opportunities—don’t be blinded by the narrative.

ETH0,54%

BTC-2,3%

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0xTherapist

· 2025-12-25 05:11

Institutional bloodsucking, retail investors at the bottom. This script has been played for so many years, and some people still believe in "faith investing"? --- The thrill of meme coins is actually just the thrill of gambling. To put it plainly, it's playing with fire. --- Liquidity has been locked up, and the pricing power is gone. Ordinary people playing with new coins are just giving money to those who unlock the chips. Wake up, everyone. --- Instead of chasing new projects, it's better to honestly accumulate BTC and ETH. A slow bull market is the only way ordinary people can win. --- The current "new opportunities" are basically carefully designed traps. Retail investors taking the final step is a matter of probability. --- Interestingly, meme coins are actually more honest than those projects valued in billions. At least they don't pretend. --- Once you see through it, it becomes very boring. When institutional funds come in, the pricing power completely changes. Small retail investors really have no chance.

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BearMarketBro

· 2025-12-25 04:38

Institutions are bottom-fishing and getting the hands, while retail investors are still dreaming. Once the pricing power is lost, we truly become bagholders. --- Is that little thrill of meme coins really worth it? Basically, it's a game of hot potato; everyone knows the last one left holding the bag is a fool. --- Six-year low reserves... liquidity has indeed been drained completely. No wonder new coins get hammered as soon as they launch. --- Faith-based investing sounds inspiring, but in reality, most people are just falling for a series of elegant scams. --- Instead of blindly holding positions, it's better to sleep soundly with BTC and ETH. A slow bull run is always better than rapid zeroing out. --- Playing the new project unlock cycles now... really just inviting trouble upon oneself. --- Meme coins are the last carnival in the market. Once the sentiment cools down, these trash coins will instantly zero out. --- The "relative fairness" of retail investors' thrill... haha, no opportunity in crypto is truly fair. --- Institutional pricing, retail investors taking the hit—that's the truth of 2025. Stop arguing with yourself. --- Those who see this clearly have already gone all-in on BTC. Those still throwing money around... can only blame themselves for not thinking it through.

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just_here_for_vibes

· 2025-12-23 20:12

Liquidity has been drained, retail investors really need to wake up --- Another round of Be Played for Suckers cycle, where is the faith we talked about? --- Memes are indeed fun, but what happens when it's over? Funds will eventually run dry --- When institutions enter, the pricing power shifts, we should have recognized this earlier --- A slow bull market for BTC and ETH is the right path, everything else is just a gamble --- The calculations for unlocking periods are really precise, and retail investors are defenseless --- Relatively fair? Memes are just another method of harvesting --- ETF Lock-up Position, exchange depletion, this data really can't hold up anymore --- The old strategy of buying low and holding is dead, now it's all an institution's game --- To put it bluntly, it's either buying the dip on big coins with institutions or don’t play at all --- The madness behind memes is actually desperation, we have to find an exit.

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LowCapGemHunter

· 2025-12-22 05:50

Institutional exploitation, retail investors catching a falling knife, this is the current main theme.

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AirdropFatigue

· 2025-12-22 05:50

Institutions suck blood, retail investors catch a falling knife, this routine is played out. --- Memes are indeed pure, but only pure loneliness, in the end, it's still a money game. --- To put it bluntly, there are only two choices now - either sleep with BTC or bet on a wave of meme market, the projects in between are all traps. --- The issue of liquidity drying up has long been made clear by the exchange's chip data, yet there are still people dreaming every day. --- Faith-based investment? Heh, it's just a packaged game of musical chairs, retail investors are always the last ones to hold the bag. --- Instead of chasing new coins, it's better to stick to BTC and ETH, at least you don't have to fear waking up one day with nothing left. --- Memes can make money, but the premise is that you have to run faster than others; most people are just holding the last bag. --- Seeing through this logic makes it uninteresting; institutions set the price, retail investors pay the bill, and the game rules are inherently unequal.

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GasFeeTherapist

· 2025-12-22 05:48

The institutions really squeezed the retail investors out of the market, and now they finally understand what it means for pricing power to change hands. --- Meme coins are essentially a game of hot potato; don't fool yourself into thinking it's "fair"—it's just a gamble. --- To put it bluntly, if you want to survive, you have to team up with the big coins; everything else is a trap. --- I noticed the liquidity being drained early on, while retail investors are still fantasizing about buying the dip... wake up. --- Faith-based investing? That's just a story for those without money; institutions have long since shifted to value storage. --- Unlocking the dumping mechanism, not a single new project has escaped this. --- Meme coins are fun when they rise, but when they fall, they go to zero—playing a game of heart racing, right? --- The ETF has locked Bitcoin, and the exchange's inventory hitting a record low is a really clear signal. --- Holding onto faith is like holding a time bomb, watching the chips continuously get dumped. --- If you're still willing to touch new coins now, I can only say that your understanding of risk is still lacking. --- Bitcoin and Ethereum are in a slow bull market, and that's fine; it's much more reliable than chasing after projects claiming a thousandfold return. --- The rules of this game have already changed, yet retail investors are still playing with old thinking in a new era.

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NoodlesOrTokens

· 2025-12-22 05:43

Oh my, has even the pricing power been lost now? Retail investors are really on the brink of extinction. The data showing that institutions account for 70% is a bit scary; us retail investors have really become dumb buyers. At least memes can still be played; otherwise, watching these new projects dump daily is truly frustrating. To put it bluntly, big coins are stable, and small coins are traps; there's no other way around it. How many new projects are trapped? Anyway, I'm not touching them anymore; I feel safe sleeping with ETH. Those who still dare to believe in investment now are either financially free or not quite clear-headed. So, I say, in this day and age, memes are still the source of happiness; after all, it's all gambling for the thrill. With such a low turnover rate for Bitcoin, retail investors are really frozen.

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