2026-01-05 08:30:02

Recently, the Ethereum ecosystem has been quite interesting. Vitalik announced a technical breakthrough in the blockchain trilemma, and simultaneously, the mainnet Gas fees dropped to a historic low, reflecting real improvements in network processing capacity. The era of scalability is no longer just a slogan but a tangible data change.

Market sentiment is also speaking. An institution called "7 siblings" has been accumulating an average of 3,479 USD worth of ETH since October last year, totaling 48,000 ETH and a total of 800 million USD. This holding size has already surpassed the official reserves of the Ethereum Foundation. The actions of institutions often precede market recognition, which is worth noting.

With the breaking of technical bottlenecks and large funds positioning themselves, the market now only lacks a narrative trigger. Recently, concepts related to certain tech giants have been trending, and many new ecological projects have emerged. Among them, a project called PUP has a market cap exceeding 15 million USD, with over 28,500 token holders, and community activity continues to rise. Under the eco-friendly environment of low Gas fees, retail investors' participation costs have indeed decreased significantly.

Interestingly, these types of projects are usually smartly positioned by capital when they are unnoticed, and by the time public opinion heats up, the price has already moved significantly. But nothing should be overly optimistic—market risks always exist, and the project's sustainability is also worth deep consideration.

Market trends often develop well before most people recognize them. Ethereum's infrastructure is improving, funds are actively allocated, and the ecosystem story is continuously being woven. How far it can go depends on the actual application implementation and the market sentiment's maintenance.

What do you think about this round of ecosystem expansion? Is it worth looking forward to or full of risks?

ETH-0,15%

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SelfRugger

· 01-07 19:07

Institutions buying up 48,000 ETH is truly impressive; retail investors are still just watching the excitement. Oh my god, I only realized what that chain was called when Gas fees dropped to rock bottom. Now I can finally feel comfortable. Projects like PUP seem a bit fake to me. Once the hype fades, it will be over. Honestly, the narrative came first, and the price moved ahead. We're always the last to catch the bag. Scaling isn't a new concept anymore; the key is whether there are real applications. Don't just hype the concept.

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LiquidatedThrice

· 01-07 18:40

Honestly, this wave of narratives has indeed become intense, but what I fear most are those retail investors blindly taking the bait. Gas fees have really become cheaper, I admit that, but does low fee mean opportunity? I don't think so; it often signals a good time to sell. 7 siblings sweeping so much Ethereum isn't because they believe in Ethereum itself, but betting on how long the story can be stretched. I've seen too many projects like PUP. When the hype comes, the price rises; when the hype fades, it's a mess. Having many token holders doesn't necessarily indicate a problem. I'm more concerned about where the real application scenarios will be after technological breakthroughs, rather than another wave of hype and concept speculation.

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NeverPresent

· 01-07 02:42

It's the same story again, the smart money has already bottomed out, and I'm still hesitating. Wait, did 7siblings really sweep that much? If they dump the market, I'll lose everything. Gas fees dropped so sharply, it feels suspicious. Could it be... never mind, don't overthink it. That PUP thing is going viral on Xiaohongshu, even my mom asked if I want to buy some. It's called infrastructure upgrade in the best case, but in the worst case, it's just waiting for the next wave of profit-taking, right? Talking about this node is a bit too late for storytelling; those who truly made money have already cashed out. But lower Gas fees really changed something; retail investors can finally play too. If institutions are so aggressive, then what am I still hesitating here for?

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DataOnlooker

· 01-05 08:59

7 siblings This wave of order sweeping is perfect; low-position positioning is just waiting for this moment. If I had known it was like this, I wouldn't have been so hesitant. Seeing data improve makes me eager. Gas fees have really dropped, but where are the real applications? It still feels more like hype. Projects like PUP... beware, everyone. Be careful not to get caught. Most retail investors now are probably just bagholders; smart money has already left. Even if the underlying infrastructure is good, it's useless if no one uses it—just air. But with institutions so aggressive, we have to take a look; at least it shows there's something there. Another story, another cycle of waiting for implementation.

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PoetryOnChain

· 01-05 08:57

7 siblings that move is really fierce, with an average price of 3479 and a total of 800 million. This rhythm clearly indicates what they are betting on. I need to take another look at PUP; don’t be fooled by the hype. Retail investors often end up as the bagholders when they come in. Gas fees have really dropped, but it feels like the big funds have already laid out their plans long ago. What we see is just the latecomers. The narrative trigger point hasn't appeared yet. Now entering the market depends on how brave you are. The technical breakthrough is real, but I still feel a bit uncertain about its sustainability.

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SnapshotLaborer

· 01-05 08:57

It's time for smart money to position themselves, while retail investors are just starting to look at candlestick charts --- The collapse of Gas fees was long overdue; V神's technological breakthroughs are the real focus, but everyone is watching small projects like PUP --- I respect the move by the 7 siblings; when they bought 48,000 tokens at $3,479, what were we doing... --- Low Gas fees are indeed attractive, but don't be brainwashed by new projects; holding addresses like PUP's don't mean much --- The market has already run its course; it's too late for us to discuss now --- I just want to know if this expansion can truly improve the experience, rather than just another hype cycle --- Institutional deployment is not wrong, but retail chasing highs really shouldn't be underestimated --- How long has the story of scaling been told? We've finally seen some data, but whether it can be sustained is the key --- There are more projects like PUP that have gained a $15 million market cap; how many will still be alive next month? --- Interesting, every time big funds lead the hype, we follow late; this is the real truth of this market

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BlockchainRetirementHome

· 01-05 08:50

Institutions have already jumped on board, what are retail investors still hesitating for? I heard that the so-called 7siblings has already swept 48,000 tokens. Is it a bit late for us to enter now? Gas fees are at a historic low, now we can finally play. The previous blood-sucking pump was really intense. Projects like PUP are indeed risky, but opportunities to participate at low cost are rare. Has the three-dilemma really been broken? It still seems to depend on how practical the application is. Wait and see, don’t be fooled by the hype. How many people suffered heavy losses around this time in previous years?

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OptionWhisperer

· 01-05 08:50

7siblings swept 48,000 tokens in one go, this move... isn't that simple Institutions are playing chess, retail investors are watching the K-line, that gap is a bit painful It's okay if gas fees really drop, but I'm just worried about another "wolf is coming" narrative For projects like PUP, once the hype rises, they should run, no doubt about that The underlying logic is correct, but the narrative hasn't fully developed yet, which is a bit awkward Feels like we're repeating the old trick of "the bull market is coming" again... We still need to stay alert, after all, it came again after 1998

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NFTArchaeologis

· 01-05 08:48

It seems that the technical aspect has finally caught up with the narrative, but I am more concerned about how deep the cultural sedimentation of these new ecosystem projects can go. Lower gas fees indeed reduce the participation threshold, and retail investors are like new collectors attracted in. The question is whether the project itself has cultural value or is just a concept consumption. We'll know once the hype dies down.

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MonkeySeeMonkeyDo

· 01-05 08:40

This wave is indeed happening, but don't be brainwashed by public opinion. Wait for the pullback before talking.

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