DC大于C
DC大于C|Dec 29, 2025 14:49
Let's talk about the chip concentration of SOL ETH again Especially many friends are curious about the future price possibilities of these two, let me share my personal judgment logic We need loose liquidity in the US dollar, which means there is enough hot money in the market. Regardless of whether next year is a bear market or something, the trend of easing is unstoppable. Some friends also say that what if inflation rises next year and interest rates are raised? Don't forget about labor data, aren't you afraid of long-term high interest rates causing a recession? The current unemployment rate is 4.6. And as I mentioned earlier, I am looking forward to a recession, which will lead to more loose balance sheets and increased investment preferences. Then there is the concentration of chips, the more concentrated it is, the better it means to control the market, and there is a possibility of upward movement. More narrative and ETF purchasing power are needed Both of these are indispensable. Only in this way can we see the true frenzy of the liquidity bull market. At present, the trend of loose macro dollar liquidity is slowly expanding and will take time. We can look forward to it in the next few years. Concentration of chips, ETH, Its index has reached the level of early 2016, indicating that funds have been continuously and systematically absorbing circulating ETH. This is a good thing. Then SOL, whose index has already passed its lowest point, is slowly recovering. If there is a rebound, it may take time The concentration of ETH chips has been rising to this high level since the end of last year, taking nearly a year. If SOL's chip concentration starts to rebound in the future, it may take some time. You can look at this data again in one or two months. Of course, I am not saying that if the concentration of chips is at a low level, the price will not rise, but a big increase may not be realistic because there are too many profit opportunities and not enough funds to take on. Especially the SOL referred to here If SOL's chip concentration recovers, it will take almost a year. Coincidentally, at the macro level, if we want a better loose expectation, it will happen to be after the middle of next year. Due to the mid-term elections and the Federal Reserve's interest rate cuts, there will be more signals of easing at that time. So wait and see.
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