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[lastpost] => 2794700 Grayscale 开始发放 ETH 质押收益，推动 ETF 进入收益时代（转） 1767662877 小钱儿
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[虚拟币交流]
未来ETF正式通过, 币价单天上涨几倍 值得看好的几个方向 (转）
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本帖最后由 人生如赌 于 2023-6-24 16:30 编辑 4 R" O( |1 q h, T' L" R% T
0 q" f' w; P9 ?0 b' ^/ p比特币未来或许会在某一个时刻，ETF正式通过，世界上最大体量资金熊入，然后单天上涨几倍。对未来几个月行情，我看好的方向几个：4 O8 w ]8 e8 g G$ J0 V' o
5 p1 s" g. W' a$ g6 c, J7 L8 j, i一、BTC和BTC生态
+ ~2 }. a4 r6 [6 x( P8 {" {4 b: A2 B5 R) K0 w r6 T' g, S9 l
稳、回报高。BTC还是重头戏，圈内的减半、圈外的一堆etf申请，以及edx等。
1 ?& U, Z# C2 w7 v1 v. V
% I' A" t4 Z- I9 a9 E; o在币安的 BTCEcosystem6 [' r; W6 S3 ]+ e2 F* N1 r* H, T
" z* @, N' }7 z* G; E- C
9 j0 E! @ I W6 e8 m8 Y$ @, V) m7 u4 B) i! n& {
补充：$REN - BTC 上的 defi（在 FTX 和 Luna 事件后苦苦挣扎，尽管得到了币安的支持，但开发人员声称这在未来可能是暂时的）8 R" W# h: X ~4 m9 V+ `3 E
- r E& u$ v9 d; j3 s
BTC Layer2，MEXC 上可用的代币
9 Q; O2 ]9 _* \& e* p5 I
. Q/ c% m# `0 E$ALEX ：$STX的 Dex
5 i$ A# b7 h1 Q4 { Y# W9 E+ B9 _, {* F" H) I( o' u c* ?
$SOV：智能合约、借贷、借贷
) x* {* Y- F0 f$ c. c, x6 X; y
; O4 N' ?8 U! q$PCX：BTC Layer2omniBTC; x( m& ]; V* N
) h/ D$ p1 ^+ b. g1 f
$ORD：Dex
3 Y o3 T0 j: `! S8 w8 |; L1 c5 ^, T+ U- [9 J7 \0 a. V
$ML：BTC Layer2 （大通胀）
( _% m: |; c' v0 _
. n+ X- F( b2 K' |$LBTC：闪电比特币
4 K& _ N5 C& P# D' }$ h/ `* o7 o
$BC：旧比特币
- s: |5 \5 y; R+ F. G' d0 P% M
+ \& C" m* ^1 }' r" J) w) X7 sBRC20，GATE 上有很多 - $ORDI：领导趋势，不知道买什么来推测BRC20趋势，那就闭上眼睛买ORDI
4 t* k2 r! v7 {& r5 i
2 n7 `$ W9 ]! ^ORDI是当前BTC生态最有想象力和共识基础的。OK的BRC-20s要上了，ORDI是金铲子。 x$ Q8 X8 U3 m- Q* l/ k
) G4 X4 m, d4 d1 W1 |+ h9 K二、ETH和L2
: b$ Z: D% W2 Y ^; \8 c
, P3 L+ {9 d* x+ C1 z+ nETH不用说，通缩必来。ETHS今天OTC直接从110涨到了300，3倍，就因为创始人下午要开放API。OTC真的是一个更方便控盘、炒作的方式。ETHS的逻辑就是，ORDI在以太上的翻版。在ORDI上赚到钱的自然趋之若鹜，没赚到钱的更是杀红了眼。即使1000U一张，ETHS的市值也才2100w，对于目前的关注度来说，不算特别高，能涨到300就是这样的逻辑。未来BTC是大哥，ORDI是BTC生态+铭文龙一，ETHS是铭文龙二。" S+ Z8 {: c) B
- u; N+ M# p& b- T8 g
以太铭文目前场外价格9 F9 E+ Z3 }) b" i q# ]. H, X6 k
& w3 j0 b- W2 }. [9 m h$eths 260-280u2 a7 l8 ^+ M8 @7 o E
0 {. ]4 g" m5 a2 a' b
$gwei 15u附近
' K& J- y5 R' m. r) n$ e& T$ y7 ~# C, b2 D9 z4 b( s3 d# `
$ercs 10u附近
, V6 G9 x0 v q. W0 U1 o) s& p
一个观点，这个行业早期项目，新玩法，但凡第一眼看不懂的项目，都值得轻仓参与一下。抛弃偏见，放下傲慢，做个“傻子”，或许就会有好运发生。0 R9 O% S7 \* O2 q& i
. M5 Z z1 H/ ^. h+ _+ l$ V |
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