2026-01-09 16:10:14

#美国贸易赤字状况 The US labor market is sending signals that are below expectations. In December, only 50,000 new jobs were added, and more painfully, the data from the previous two months was significantly revised downward, with a correction of up to 76,000. White House economic advisor Hassett recently publicly stated that the Federal Reserve needs to continue to release liquidity.

Against this macro backdrop, it’s natural for funds to seek an exit. Although the crypto market is still under the shadow of panic (Panic Index 41), institutional investors’ enthusiasm remains undiminished. VanEck’s latest data is quite interesting — the baseline valuation of Ethereum by 2030 is $22,000, with the possibility of reaching $154,000 at the top of the bull market. These figures actually validate Ethereum’s initial conceptual space: it is fundamentally infrastructure for value transfer.

On-chain, some communities are engaging in discussions around specific consensus mechanisms. For example, a community project that originated from the internet celebrity tweet trend in 2024, after experiencing developer withdrawals, is now fully community-governed. This organizational resilience often leads to an explosive window during rate-cutting cycles. For interested participants, the core contract address becomes a key signal to distinguish genuine signals amid noise.

Do your homework.

ETH-0,15%

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TokenomicsShaman

· 9h ago

The Federal Reserve is about to loosen monetary policy again, and with nowhere else to go, funds are flowing into the crypto space. This routine is all too familiar. ETH from 22,000 to 154,000? Just listen, but the fact is that institutions are really buying. Community governance... it depends on who is in charge. Don't get caught off guard—that's the key.

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PaperHandsCriminal

· 10h ago

Is this coming again? When employment data underperforms, they print money; when they print money, someone has to take the bait. In the end, it's still us retail investors footing the bill. Ethereum at 22,000 in 2030? How does VanEck calculate that? I feel like this number is as虚幻 as my financial dreams. I don't know if community projects are viable, but I definitely won't gamble on them. Last time, I got caught because I didn't do my homework. Institutions are full of enthusiasm, while retail investors' panic index is at 41... Is this what you call mirror trading? Haha. Let's wait until the interest rate cut cycle really arrives. For now, it's more reliable to take it easy.

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OneBlockAtATime

· 01-09 16:39

The Federal Reserve is flooding the market, and institutions are frantically buying up assets. This rhythm feels very familiar. VanEck's numbers look outrageous, but honestly, who dares to guarantee 2030? Community governance depends on whether there are truly people maintaining it; otherwise, it could turn into the next rugpull story.

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ForkTrooper

· 01-09 16:25

50,000 jobs data... and still have the nerve to say it's strong? The Federal Reserve is about to loosen monetary policy again, right? Capital will inevitably flow onto the chain. --- The numbers provided by VanEck seem impressive; $154,000 sounds great, but can it really reach that? However, the logic of infrastructure does stand up. --- Fully community-driven governance? Projects like these tend to be polarized—either explode or die. The core contract address definitely needs to be closely monitored. --- The US economy will eventually need to rescue itself sooner or later. We'll just sit back and enjoy the benefits, haha. --- Sounds good, the rate cut cycle is about to burst open, but why do I feel like it's all just IQ taxes right now? --- The VIX is only at 41? You guys aren't panicking at all? Institutions are bottom-fishing, and I find it quite tempting. --- Doing homework is so important. These days, even contract addresses need to be verified by yourself. Who the hell still trusts "big V recommendations"?

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CoffeeNFTrader

· 01-09 16:23

Employment data underwhelms, liquidity is flooding in, and institutions are still aggressively buying. This wave really shows that funds have nowhere to go. I'm convinced by VanEck's ETH valuation; the $22,000 estimate in 2030 feels quite conservative. Community autonomous projects are truly impressive, much more reliable than those VC-controlled ones. It all depends on who can survive until the bull market. Core contract addresses must be verified; these days, there's too much fake stuff. Don't get caught. Doing homework is well said, but most people still FOMO into the market, then cry and complain.

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0xTherapist

· 01-09 16:19

With employment data so weak, if the Federal Reserve continues to flood the market with liquidity, it will be stable, and funds will definitely rush into crypto. Is VanEck's number outrageous? A $22,000 base valuation? Still feels conservative. Community governance projects are indeed easy to take off now; finding the right contract address is the key, don't be fooled by trash projects. A panic index of 41, only the tough ones dare to enter; I’m only here because I got caught. Ethereum infrastructure's positioning is fine; the key is who can survive until the end of the cycle. This cycle feels like funds are searching for a bottom; the fact that institutions haven't withdrawn means the story isn't over yet.

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Thandi1984

· 01-09 16:16

Happy New Year! 🤑

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