火星财经消息，顶级交易员 Eugene Ng Ah Sio 发布 2025 年第一季度展望与预期： 在特朗普两个月前赢得总统选举后，经过一段漫长的等待，我们终于将进入 2025 年。当前市场价格已经显著高于不久前的水平，同时人们也对一个由美国引领的、更加支持加密货币的世界充满希望。尽管我们在 12 月经历了一个局部高点，但我认为牛市将以类似的方式继续发展，其中一些资产表现优异，而另一些则相对滞后。对于接下来的一个季度，我认为受益最大的资产是以太坊（ETH）。以下是我支持这一观点的三个理由：
1. 价格对比与市场心理 根据「10 IQ 价格分形」理论，比特币（BTC）的价格已经从其前一个历史高点上涨了 40%，而以太坊（ETH）仍然低于其前一个历史高点约 30%。虽然这本身并不意味着太多，但由于两种资产都推出了 ETF 产品，对于普通投资者来说，ETH 看起来比 BTC「更便宜」，因此被认为具有更大的上涨潜力。
2. 特朗普的亲加密政策 特朗普政府的亲加密立场对具有实用性和智能合约功能的资产最为有利。我们已经看到一些去中心化金融（DeFi）资产（如 AAVE 和 UNI）在这种预期下表现优异，但受益最大的基础资产无疑是以太坊。特朗普的 World Liberty Financial（WLFI）项目并未在 Solana 上开展任何活动，而是持续选择以太坊相关资产。我认为这种趋势将继续下去。
3. Base 生态的发展 在以太坊的所有 Layer 2 解决方案中，Base 无疑是今年的明星链。凭借 Coinbase 的本地分发渠道以及由「Virtuals」引领的 AI 代理元宇宙的有机发展，Base 提供了与 Solana 非常相似的价值主张，并且毫无疑问可以被视为竞争对手。由于 Base 本身没有自己的代币，这自然会为 ETH 作为基础资产创造需求，并随着生态系统活动的增加带来正向资金流入。 我预计 ETH 将在 1 月突破 4000 美元，并可能在第一季度内接近历史高点。
我认为将继续表现良好的三个领域：AI 代理（AI Agents）；具有实用性且能产生费用的代币；潜在的 ETF 相关代币。 我不会将这些观点归类为「逆向」观点，但我也不认为现在是采取强烈逆向立场的时候。我们以后会有时间进行逆向操作，但现在不是时候。 关于周期顶部的看法：我怀疑 2025 年的大部分时间将类似于 2023 年或 2024 年，即某些领域会经历重新评级和上涨，随后是大幅的 PvP（玩家对玩家）震荡。最终，这些上涨中的某一次将成为全球周期的顶部，但我认为我们目前还远未接近这一点。

<div>火星财经消息，顶级交易员 Eugene Ng Ah Sio 发布 2025 年第一季度展望与预期： 在特朗普两个月前赢得总统选举后，经过一段漫长的等待，我们终于将进入 2025 年。当前市场价格已经显著高于不久前的水平，同时人们也对一个由美国引领的、更加支持加密货币的世界充满希望。尽管我们在 12 月经历了一个局部高点，但我认为牛市将以类似的方式继续发展，其中一些资产表现优异，而另一些则相对滞后。对于接下来的一个季度，我认为受益最大的资产是以太坊（ETH）。以下是我支持这一观点的三个理由： <p>1. 价格对比与市场心理 根据「10 IQ 价格分形」理论，比特币（BTC）的价格已经从其前一个历史高点上涨了 40%，而以太坊（ETH）仍然低于其前一个历史高点约 30%。虽然这本身并不意味着太多，但由于两种资产都推出了 ETF 产品，对于普通投资者来说，ETH 看起来比 BTC「更便宜」，因此被认为具有更大的上涨潜力。 </p><p>2. 特朗普的亲加密政策 特朗普政府的亲加密立场对具有实用性和智能合约功能的资产最为有利。我们已经看到一些去中心化金融（DeFi）资产（如 AAVE 和 UNI）在这种预期下表现优异，但受益最大的基础资产无疑是以太坊。特朗普的 World Liberty Financial（WLFI）项目并未在 Solana 上开展任何活动，而是持续选择以太坊相关资产。我认为这种趋势将继续下去。 </p><p>3. Base 生态的发展 在以太坊的所有 Layer 2 解决方案中，Base 无疑是今年的明星链。凭借 Coinbase 的本地分发渠道以及由「Virtuals」引领的 AI 代理元宇宙的有机发展，Base 提供了与 Solana 非常相似的价值主张，并且毫无疑问可以被视为竞争对手。由于 Base 本身没有自己的代币，这自然会为 ETH 作为基础资产创造需求，并随着生态系统活动的增加带来正向资金流入。 我预计 ETH 将在 1 月突破 4000 美元，并可能在第一季度内接近历史高点。 </p><p>我认为将继续表现良好的三个领域：AI 代理（AI Agents）；具有实用性且能产生费用的代币；潜在的 ETF 相关代币。 我不会将这些观点归类为「逆向」观点，但我也不认为现在是采取强烈逆向立场的时候。我们以后会有时间进行逆向操作，但现在不是时候。 关于周期顶部的看法：我怀疑 2025 年的大部分时间将类似于 2023 年或 2024 年，即某些领域会经历重新评级和上涨，随后是大幅的 PvP（玩家对玩家）震荡。最终，这些上涨中的某一次将成为全球周期的顶部，但我认为我们目前还远未接近这一点。</p></div>

顶级交易员Eugene：我们远未接近顶点，一季度ETH将受益最多

Here is the English translation of the text, with the terms in <> retained as is:

The Mars Finance news reports that top trader Eugene Ng Ah Sio has released his outlook and expectations for the first quarter of 2025: After a long wait, we will finally enter 2025 following former President Trump's victory two months ago. The current market prices have already significantly exceeded the levels seen not long ago, and people are also full of hope for a world led by the US that is more supportive of cryptocurrencies. Although we experienced a local peak in December, I believe the bull market will continue to develop in a similar manner, with some assets performing well and others relatively lagging. For the next quarter, I believe the asset that will benefit the most is <Ethereum> (<ETH>).

Here are three reasons supporting this view:

1. Price Comparison and Market Sentiment: According to the "10 IQ Price Fractal" theory, the price of <Bitcoin> (<BTC>) has risen 40% from its previous all-time high, while <Ethereum> (<ETH>) is still about 30% below its previous all-time high. Although this alone does not mean much, since both assets have launched ETF products, for regular investors, <ETH> appears "cheaper" than <BTC>, and is therefore perceived to have greater upside potential.

2. Trump's Pro-Crypto Policy: The pro-crypto stance of the Trump administration is most favorable to assets with utility and smart contract functionality. We have already seen some <DeFi> assets (such as <AAVE> and <UNI>) perform well under this expectation, but the underlying asset that will benefit the most is undoubtedly <Ethereum>. Trump's World Liberty Financial (<WLFI>) project has not engaged in any activities on <Solana>, but has continued to choose <Ethereum>-related assets. I believe this trend will continue.

3. Development of the Base Ecosystem: Among all the <Layer 2> solutions on <Ethereum>, Base is undoubtedly the star chain this year. Leveraging Coinbase's native distribution channels and the organic development of the AI agent metaverse led by "Virtuals", Base offers a value proposition very similar to <Solana>, and can undoubtedly be seen as a competitor. Since Base itself does not have its own token, this will naturally create demand for <ETH> as the underlying asset and bring positive capital inflows as the ecosystem activity increases. I expect <ETH> to break through $4,000 in January and potentially approach its all-time high in the first quarter.

I believe the three areas that will continue to perform well are: AI Agents; utility-driven and fee-generating tokens; and potential ETF-related tokens. I would not classify these views as "contrarian", but I also do not believe now is the time to take a strongly contrarian stance. We will have time for contrarian trades later, but now is not the moment. Regarding the cycle top view: I suspect most of 2025 will be similar to 2023 or 2024, with some areas experiencing re-ratings and rallies, followed by significant PvP (player-versus-player) volatility. Ultimately, one of these rallies will become the global cycle top, but I believe we are still far from that point.

<div>According to Mars Finance news, top trader Eugene Ng Ah Sio has released his outlook and expectations for the first quarter of 2025: After a long wait, we will finally enter 2025 following Trump's presidential election victory two months ago. The current market prices have already significantly exceeded the levels of not long ago, and people are also full of hope for a world led by the United States that is more supportive of cryptocurrencies. Although we experienced a local peak in December, I believe the bull market will continue to develop in a similar way, with some assets performing well and others relatively lagging. For the next quarter, I believe the asset that will benefit the most is Ethereum (ETH). Here are three reasons why I support this view: <p>1. Price comparison and market psychology According to the "10 IQ Price Fractal" theory, the price of Bitcoin (BTC) has risen 40% from its previous all-time high, while Ethereum (ETH) is still about 30% below its previous all-time high. Although this alone does not mean much, since both assets have launched ETF products, for ordinary investors, ETH appears "cheaper" than BTC, and is therefore seen as having greater upside potential.</p><p>2. Trump's pro-crypto policy The pro-crypto stance of the Trump administration is most beneficial to assets with utility and smart contract functionality. We have already seen some decentralized finance (DeFi) assets (such as AAVE and UNI) perform well under this expectation, but the underlying asset that will benefit the most is undoubtedly Ethereum. Trump's World Liberty Financial (WLFI) project has not carried out any activities on Solana, but has continued to choose Ethereum-related assets. I believe this trend will continue.</p><p>3. Development of the Base ecosystem Among all the Layer 2 solutions for Ethereum, Base is undoubtedly the star chain this year. Leveraging Coinbase's native distribution channels and the organic development of the AI agent metaverse led by "Virtuals", Base offers a value proposition very similar to Solana and can undoubtedly be seen as a competitor. Since Base itself does not have its own token, this will naturally create demand for ETH as the underlying asset and bring positive capital inflows as the ecosystem activity increases. I expect ETH to break through $4,000 in January and potentially approach its all-time high in the first quarter.</p><p>I believe the three areas that will continue to perform well are: AI agents; tokens with utility and able to generate fees; and potential ETF-related tokens. I would not classify these views as "contrarian", but I also don't think now is the time to take a strongly contrarian stance. We will have time for contrarian trades later, but now is not the time. Regarding the view on the cycle top: I suspect most of 2025 will be similar to 2023 or 2024, with some areas experiencing re-rating and rallies, followed by significant PvP (player-versus-player) volatility. Ultimately, one of these rallies will become the top of the global cycle, but I believe we are still far from that point.</p></div>

Top trader Eugene: We are far from the peak, ETH will benefit the most in the first quarter

Here is the English translation:

- Regulatory environment changes, reviving legitimate cryptocurrency projects
- Staking yield ETFs may become a new engine for capital inflows into Ethereum
- Trump family's soft endorsement of investments

In the cryptocurrency market performance over the past year, Ethereum has been overshadowed by Bitcoin and other public chain cryptocurrencies, including <Solana> and <Sui>. The latest data shows that <Sui> leads with an astonishing 434.1% increase, while <Solana> also achieved an 84.2% growth, far exceeding ETH, which has left Ethereum supporters and holders in...

Three good news for Ethereum, analysts: Trump will make ETH great again

The author is Kyle, a crypto researcher.
Compiled by Felix, PANews.
Since the current bull market cycle began in 2024, the cycle so far has been: January 10th, BTC ETF launch → until Bitcoin reaches a new all-time high, fueling the altcoin season, entering a volatile Q2/Q3 2024, with Bitcoin continuing to break through $50,000 and $60,000, and currently hovering around $90,000.
It is worth noting that the altcoin season began when BTC reached its peak, with the first round being BTC's push towards $69,000...

Year-end series: 4 scenarios and 11 predictions for the market in 2025

Here is the English translation:

<Galaxy Research> shared its predictions for the cryptocurrency market in 2025 via Twitter, covering areas such as Bitcoin, Ethereum, stablecoins, <DeFi>, <L2s>, and more. The main predictions include:

Bitcoin is expected to break through $150,000 in the first half of 2025, and may reach or exceed $185,000 in the fourth quarter.

Benefiting from the relaxation of regulations in the <DeFi> and staking sectors, Ethereum will break through $5,500 in 2025.

It is expected that by the end of 2025, the staking ratio of Ethereum will exceed 50%.