#以太坊投资机会 Seeing these two messages, my understanding is: opportunities and risks are often two sides of the same coin.

The core principle mentioned by Yi Lihua, "controlling risk and measuring risk-reward ratio," is worth every investor repeatedly contemplating. When whales continue to buy ETH, it can indeed indicate certain issues, but this is not a reason to blindly follow the trend. My experience is that when a genuine buying opportunity appears, you should ask yourself three questions: Is my position size reasonable? Can I withstand a 50% drop in this price? Do I truly understand the long-term logic of this asset?

What is more worth noting is the reminder from Nansen CEO. Complacency is slow-acting poison, especially in fields where technological iteration is rapid. Ethereum is indeed doing important things, but discussing risks and admitting shortcomings are actually signs of an ecosystem staying vibrant. Whether it remains "relevant" by 2030 depends on how many people are willing to calmly think about the core issues now.

So if you're considering increasing your ETH allocation, I suggest: first, clarify what proportion this funds represent in your overall assets, set a mental stop-loss level, and then deploy gradually. Don't buy just because others are buying; buy because you've done your homework. A long-term mindset always starts with strict risk management.