Eth is 2800. What happened in the market? Let's start with Hype. Hype is extremely bad news for Solana. Before Hype, Solana was the fastest and cheapest chain to sacrifice centralization This positioning brings long-term advantages to Solana However, after Hype, Solana is no longer the same Hype is faster, even without gas In the long run, Hype will hollow out Solana An unexpected side effect was brought, and ETH did it again Base has been able to do it before, but it has been consistently suppressed by Sol It must be the fastest and cheapest The first fastest and the first cheapest is good business The second fastest and second cheapest is a bad business The end of fast, centralization The end of cheapness, 0 gas fee Why did Hype repurchase? It's not necessarily a matter of good conscience Because he has already discovered this fastest and cheapest positioning himself, the future is promising, and he can expect to defeat Solana Expected to be able to compete with ETH When Sam invested in Sol, he asked the most important question: Can this damn poh consensus be the fastest among all chains? Hype used to be the fastest Sol, but now it's not. From a genetic perspective, Sol is a hyena, while Hype is a lion. Of course, Hype may fail during its operation. ETH is the end on the left, no one should be able to challenge it anymore Sol was originally the end on the right, which put a lot of pressure on ETH But at the far end on the right, there appeared Hype After the fight started, ETH became more stable ETH can stand firm on the left side and continuously launch troops to attack the right side In the end, the king of public chains is still ETH V God is really lucky Not from a value perspective It is considered based on the quota of liquidity that can be accommodated by the public chain water tank This logic is simpler and more effective in the long run Avoid getting stuck in a local perspective I didn't explain the investment clearly Why is ETH more stable The current question is, what is alpha above eth The big meme on ETH is like Pepe, and the small meme is like MOONKIN Stock hoarding of ETH such as Sharplink And NFT is like a boring ape Infrastructure on ETH such as uni/curve At present, it is highly likely that the stock that hoards ETH is the most cost-effective alpha From the timing perspective, these tickets have almost doubled at the bottom From the perspective of ETH itself, it may be difficult to double this round Therefore, investments around ETH are mainly focused on alpha investment From the perspective of the underlying stocks, Sharplink appears to be the most stable meme， Look at it, Booe is better The above premise is that the trend of ETH can continue.