Replying to recent reader questions.
- Where to see Vader's ratings on projects
Vader has a dedicated Twitter account @VaderResearch, where it frequently publishes its ratings on various projects. I only consider it as a reference, not as a basis.
- Can I still hold Pol? I found that the project has developed some issues.
Whether to hold or not is a personal judgment.
Earlier, I exchanged part of this coin for OP and another part for ARB. After that, I didn't pay much attention to it.
Recently, I saw information online saying that one of the co-founders of the team resigned. I wonder if the so-called "issues" refer to this?
After seeing this information, I looked at the project's development and compared it with other layer two expansions. I kept a small portion of the remaining POL as gas fees for the ecosystem, while exchanging the other part for OP and another part for ARB.
Thinking back on Ethereum's current layer two expansions, their development is indeed a bit "strange": projects that once had high hopes for issuing tokens have now become quiet; meanwhile, Base, which has not issued tokens, is currently developing the most vigorously.
This situation is probably something no one anticipated at the beginning.
- Holdings of Bitcoin and Ethereum.
A reader mentioned in the comments that I once pointed out that Bitcoin holdings should be greater than Ethereum.
Thinking back, that should have been a long time ago. In fact, especially after 2022, my Ethereum holdings began to exceed my Bitcoin holdings because I believe Ethereum's future potential will be greater than Bitcoin's.
However, in 2023, when signs of the Bitcoin inscription ecosystem emerged, I remember writing in an article that I would increase my Bitcoin holdings.
Later, especially last year and this year, when Bitcoin's price has soared and Ethereum's price has remained sluggish, often falling below $2500, I started dollar-cost averaging into Ethereum, so now my Ethereum holdings are greater than my Bitcoin holdings.
Recently, many people online have been discussing the public company SharpLink's acquisition of Ethereum, imitating MicroStrategy, hoping that this acquisition can significantly boost Ethereum's price.
I specifically checked SharpLink's Twitter for related news, and it publicly stated that it acquired 176,271 Ethereum for $463 million. I calculated that the average price is $2626, which is higher than my dollar-cost averaging price.
Is this acquisition strategy useful?
In the short term, it may be useful, but in the long term, I think its usefulness is very limited.
Ethereum is different from Bitcoin; Bitcoin is a limited edition collectible, and using a hoarding strategy can definitely drive up the price. However, Ethereum is not positioned as a collectible but as a "commodity" or "currency" with unlimited supply. Hoarding will not work in the long run; what truly matters is to have it used extensively.
In this regard, I think two other trends are more noteworthy:
First, the ecosystems developing on various Ethereum layer two expansions that I have been following, mainly Base at the moment.
Second, traditional institutions starting to get involved in stablecoins and building their own layer two expansions based on Ethereum.
The current involvement of traditional institutions in stablecoins seems to be merely expanding their business, but in the future, I believe they are likely to build their own ecosystems based on their stablecoin businesses. Further development of these ecosystems will likely lead to the creation of their own layer two expansions.
In this regard, Ant Group is a typical example; it is currently building its own layer two expansion while simultaneously applying for stablecoin licenses in Hong Kong and Singapore.
Once these institutions have their own layer two expansions, they will inevitably operate their own nodes within the Ethereum ecosystem, participating in the actual operation and maintenance of Ethereum. And to operate nodes, they must buy Ethereum. This is the direct driver for pushing up Ethereum's price.
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