#以太坊投资机会 Seeing the recent discussions about ETH, I want to share some thoughts.

The industry has indeed formed a consensus on buying, with whales continuously accumulating. This signal is worth paying attention to. But what I want to discuss more is—how should we respond rationally in the face of such opportunities?

The essence of investing has never been about chasing hot trends, but about controlling risk. I strongly agree with the core point mentioned by Yi Lihua: managing risk and assessing the risk-reward ratio should come first. This means that even if you are optimistic about ETH's long-term value, you need to ask yourself a few questions—Is my position reasonable? How much drawdown can I tolerate? What does this investment mean for my overall asset allocation?

Nansen CEO's comments are also very interesting. Since he still holds ETH, it shows confidence in the fundamentals, but he is also warning us—complacency is the most dangerous. This reminds us that good investors are not blindly optimistic, but those who can see opportunities while remaining sober.

The timing of buying might be good, but the way you buy is even more important. My advice is, if you decide to increase your ETH holdings, it’s better to do so in stages, leaving yourself enough psychological space and financial buffer. A long-term mindset is not just a slogan, but the ability to stay steady amid volatility.

True asset security comes from every rational decision.