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$ETH Surges 50% in Two Weeks 💥 Systemic Risk Quietly Overshadows the Market!
$ETH Retraces Around 5% from Last Night's High of $3850 to Today's $3650
Will $ETH Bounce Higher or Go Numb the Longer It Stays Low?
Ethereum Is Poised to Become an Infrastructural Cornerstone Too Big to Fail
Yet May Collapse at Any Moment Due to Market's Systemic Risks 💀 ⚠️
Bullish Perspectives:
1️⃣ @ethereumJoseph: $ETH Will Be the Fundamental Fuel Driving Future Economy
2️⃣ @ConsenSys: $ETH Will Be the Core Pillar Digitalizing Human Trust Mechanisms
These Are the Two Core Valuation Models @ethereumJoseph Believes for $ETH!
Bearish Perspectives:
@a1research__ Report Indicates:
1️⃣ $ETH Rise Appears Driven by Retail Sentiment, Actually a Complex and Extremely Fragile Structure.
2️⃣ Market "Liquidity" Is Actually a Leveraged Illusion.
3️⃣ Risk Is Extremely Asymmetric, Retail Investors Always Lose!
👇 Detailed Analysis of Bullish and Bearish Perspectives!
twitter.com/CryptoWesearch/sta...
Become the core pillar of the digitalization of trust mechanism
Trust has become one of the most valuable resources in this era, and @ethereum is the core key of this digital trust
@Consensys’s newly released report discusses the rise of digital trust and deeply analyzes the new technology of "Trustware". Trustware can transform "analog trust" that is invisible to humans from algorithms to "digital trust".
@ethereum can build digital trust on a large scale and at low marginal cost, empowering trust through blockchain technology without human intervention.
The advantages of digital trust are:
1️⃣ Validity: Ensure that the data is consistent and correct, with mathematical certainty.
2️⃣ Finality: Ensure that the data cannot be changed unless extremely high costs are paid.
When the machine for building digital trust already exists and continues to operate, and even continues to create value, @ethereum has become the only answer. What is more important is whether you recognize the so-called digital trust.

Consensys.eth
@Consensys
07-16
In an increasingly digital world, knowing who or what to trust is harder than ever.
That makes trust one of the most valuable resources of our time.
Consensys has just released a new, in-depth report on the rise of digital trust, called Trustware - a technology layer for

The bull market is a precise harvest of the market, and the reason for the market's fragility: @a1research__
1️⃣ Large amounts of leveraged funds + delta neutral strategy Retail investors always like to open ETH long orders, and the counterparty is the institution that implements the delta neutral strategy to receive it.
🚨 The institutional neutral strategy is to arbitrage the funding rate, not to open a short position because of bearishness $ETH, so the coin price is not supported by the real demand and belief of the spot market.
Delta neutral strategy: holding equal amounts of spot (or futures) and short contracts simultaneously to achieve a low-risk and stable arbitrage model
2️⃣ Leverage begins to cycle. When the fee rate for retail investors to open long positions rises, arbitrage funds enter the market, and then invest again after receiving profits, a leverage cycle will be formed and the benefits of leverage will be self-reinforced, creating the illusion of a perpetual motion machine and continuously amplifying leverage.
3️⃣ $ETH is more fragile than $BTC
$BTC is seen as a simple store of value, while $ETH is more deeply connected with DeFi and Yield Farming, which naturally increases the degree of leverage and arbitrage.
💥 When the bubble bursts:
Leverage will eventually become unsustainable, retail investors will not open unlimited long positions, and what will happen when the funding rate turns negative?
💥 Institutional arbitrage funds exit the market💥 Long positions are liquidated in large quantities💥 There is no real buying support for price collapse☠ The losers are always retail investors. Retail investors will be liquidated but institutions will not. Institutions rely on neutral strategies for arbitrage, using ETH spot as collateral and with extremely small leverage.
We need to understand that when risks are extremely asymmetric, this is just an illusion of liquidity arbitrage, and the bull market does not exist.
$ETH Will the dance continue? Please leave your comments.
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Disclaimer: The content above is only the author's opinion which does not represent any position of Followin, and is not intended as, and shall not be understood or construed as, investment advice from Followin.
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