2026-01-06 00:50:25

#以太坊大户持仓变化 $SUI $PEPE $BNB

The breakthrough at the $3,185 level for Ethereum has split the market into two camps. One bullish, one cautious—does this upward momentum truly exist?

**Fundamentals Are Telling a Story**

The Fed's rate cut expectations are now consensus. Signals of three rate cuts by 2026 are being released, and global liquidity is seeking new safe-haven outlets. Looking back at history: during the liquidity injection in 2020, BTC surged from a few thousand dollars to nearly $70,000. If large-scale hot money truly flows into the Ethereum ecosystem this time, $3,000 might just be a relay point. But risks are here—if rate cuts don't proceed as expected, the market could turn quickly.

**Ecosystem Story Becomes More Solid**

The changes in Ethereum over the past two years are worth noting:

Over 30 million ETH are staked, with an annual yield of 4.5%, enough to keep large holders holding steady. Transaction volumes on Layer2 chains like Arbitrum and Optimism are already three times that of the mainnet, indicating ecosystem expansion outward. The Dencun upgrade reduced gas fees by 90%, these are not just stories but real cost improvements.

**Major Players Are Acting, But Be Cautious of Profit-Taking**

Institutions like BlackRock and Fidelity are increasing their ETH spot holdings, with European spot ETF inflows reaching 20 billion in a single day. But stay calm: after a 50% rally, profit-taking of hundreds of billions could happen at any time. A 15% correction is not unusual.

**How to Survive Longer**

If you want to operate in this market, focus on two indicators: if daily trading volume drops below 50 billion, demand may be weakening; continuous growth in staked and locked ETH shows confidence among long-term holders. Diversify into Layer2 and DeFi sectors—don't go all-in, and avoid high leverage.

In a bull market, slow is okay, but avoid pitfalls. Keep an eye on the Fed's moves, patiently choose your entry points—that's enough.

ETH2,82%

SUI2,06%

PEPE4,25%

BNB3,46%

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GmGmNoGn

· 01-06 15:33

A solid profit-taking signal, don't be fooled by the $3185 mark. Wait, layer2 trading volume is three times that of the mainnet? How is this data so impressive? BlackRock is eating, let's not rush in either, just watch the trading volume. Expectations of interest rate cuts are back again. They keep telling the same story every time, but the money is indeed flowing. Unwavering? I'm thinking that staking at 4.5% annualized isn't that attractive. The group of people going all-in might be in for a lesson this time.

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Blockwatcher9000

· 01-06 13:52

BlackRock and Fidelity are both accumulating, with billions in profit-taking orders also being prepared. Can this wave really break 3000?

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SandwichTrader

· 01-06 13:14

BlackRock and Fidelity are catching up, should we follow or not... Feels like hundreds of billions in profit-taking could drop at any time.

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ForumMiningMaster

· 01-06 01:20

BlackRock and Fidelity are accumulating, so we're also stacking and staking. Steady annualized 4.5% isn't appealing enough? Don't chase the highs, buddy.

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SatoshiNotNakamoto

· 01-06 01:19

BlackRock and Fidelity are accumulating, while we retail investors are still debating whether to jump in. The gap is huge. --- Staking yields 4.5% for such a long lock-up, might as well go all-in and gamble. --- It's always "no high leverage," and every time I hear that, I see others making 5x profits. --- Layer 2 trading volume is three times that of the mainnet. Is this data real? It feels a bit fake. --- The Fed turns, and it's game over. I think I'll stay on the sidelines in this market. --- Breaking 3185 means a bull market; breaking below means a scam. It's always the same logic. --- Is a daily trading volume of 50 billion and a breakdown the only signal? I feel like it's a bit fake now.

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GateUser-e51e87c7

· 01-06 01:19

BlackRock and Fidelity are accumulating, and we retail investors need to be more cautious. Don't be blinded by institutional buying.

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MevSandwich

· 01-06 01:16

BlackRock and Fidelity are buying, I'm still watching the candlestick chart in a daze, feeling a bit uncomfortable.

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rugdoc.eth

· 01-06 01:13

$3000 break this time feels a bit different, staking and locking up is really on the rise... --- It's the story of the Federal Reserve cutting interest rates again, how many times have we believed it? --- BlackRock and Fidelity are accumulating, I'm waiting for them to dump. --- Layer 2 transaction volume is 3 times that of the mainnet? That data seems a bit exaggerated. --- I don't dare to go all-in, diversified allocation is the way to go. --- Be cautious when daily trading volume exceeds 50 billion, remember that. --- Reducing gas fees by 90% is real, the experience is much better. --- Be really careful with profit-taking, a 15% correction can happen in minutes. --- It's more painful to fall into traps during a bull market than to not make money. --- Staking with an annualized rate of 4.5%, big players have already locked in.

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RugpullSurvivor

· 01-06 01:09

After breaking the 3000-dollar level, I started questioning life. BlackRock is attracting funds while I'm cutting losses—a classic contrarian indicator.

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