Phyrex

Phyrex

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4XLABS 辅导全球Web3项目落地华语市场只是个搬砖的，偶尔恰饭不奢求，不浪费 GlassNode 重度使用者没有群也不收费，所有分析回答均不构成投资建议近3亿用户共同选择Binance：https://t.co/JukzSnpfwD Crypto入口OKX就够了：https://t.co/vPOAfIjmpB SolarSG 发起人

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Tuesday $ETH How bad was the data for spot ETFs? It saw the largest single-day net outflow since August 13, 2025, with nearly 100,000 ETH. BlackRock investors alone lost over 120,000 ETH over Sunday alone. While some ETH investors might be in a wait-and-see mode, some ETH investors have already begun to panic. It's worth noting that the average price of ETH spot ETFs is above $3,300, and possibly even higher. The current sell-off, especially the portion from BlackRock, is almost entirely at a loss. This portfolio rebalancing likely went to US stocks. Traditional investors' attitudes towards cryptocurrencies seem to be gradually shifting towards pessimism, with perhaps only Bitcoin remaining relatively stable. Bitget VIP, lower fees, better benefits twitter.com/Phyrex_Ni/status/2...

Actually, I initially wanted to specifically state that only a few "mainstream" tokens, such as $BTC, exist. However, I did have a friend who bought some Dogecoin without knowing when, and when he accidentally cleaned his wallet a couple of years ago, he found out that it was worth several million RMB. He even flew to Singapore to treat me to drinks because of it. Therefore, I did not add any qualifiers. After all, in the early days, Bitcoin was just an Altcoin. Who knows if a second or third "BTC" will emerge in the future? But indeed, for Altcoin and memes, the probability of going to zero is far greater than the probability of a Bitcoin-like entity emerging. Ultimately, the world pays the price for its own perceptions.

倪大，你的感悟是不是要设置加上“山寨币和Meme”前提呢？以理财的心态操作加密货币，比特币，以太坊，Solana 这三支，现货持有是简单且有效的。只不过，币圈的主流是职业炒币，天天盯盘，职业炒币，这行为，其实和职业赌徒趋同。

This is an excellent question. From an interest rate perspective: A $80 billion scale * 4% annualized = $3.2 billion annual return A $800 billion scale * 1% annualized = $8 billion annual return Increasing scale will undoubtedly increase the absolute return of USDC, but the biggest question is how to increase USDC's scale from $80 billion to $800 billion? Keep in mind that USDT's current scale is less than $190 billion, while USDT's use cases are several times larger than USDC's, especially in gray market activities, cross-border transactions, and payment channels. And how much of these uses are actually related to "compliance"? Furthermore, for USDC, interest rate cuts don't simply reduce interest rates themselves. One of the biggest effects of interest rate cuts is accelerating USD liquidity. I can admit that USDC will become increasingly like USD in the US, but USDC can do everything USD can do, and USD can do things USDC can't do—it's just a matter of efficiency. Therefore, I think it's somewhat difficult to achieve a tenfold increase during an interest rate cut cycle. twitter.com/Phyrex_Ni/status/2...

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