ETH: Summary of discussions in Orange's muted group (daily market analysis) (09:00:10 ~ 10:00:10)

1. Current Recommended Strategy Vitalik recently sold off 2779 ETH, potentially indicating a short-term overvaluation and a cautious market sentiment. Considering the overall news, the recommended ETH trading strategy is to "wait for a pullback" and "tentatively establish positions," avoiding chasing highs and focusing on the medium- to long-term benefits of mainstream L2 professional development. 2. Position and Risk Management Recommendations It is recommended to enter with a small position, gradually building positions, and strictly setting stop-loss orders. Pay close attention to the Vitalik selling price of $2238 and its surrounding fluctuations. Heavy positions are not advisable in the short term; gradually add to positions after a pullback confirmation, and be wary of the risk of short-term overvaluation. 3. Suitable Trading Style This strategy is suitable for conservative medium-term investors, focusing on the L2 roadmap debate and catalysts for ecosystem professionalization. Short-term aggressive traders should remain cautious, avoid chasing highs, and trade quickly, avoiding overstaying their positions. Adjust positions flexibly based on the Vitalik selling rhythm.