2025-12-31 02:20:14

#数字资产市场动态 $ETH $ZEC

The recent views of key figures in the crypto market, Jack Mallers, have sparked quite a bit of discussion. He believes we may be entering a significantly sizable bull market cycle.

🔍 What is the reasoning behind this judgment?

Mallers pointed out that $BTC and the entire crypto asset market are facing a confluence of favorable conditions: increasing participation from institutional investors, the gradual formation of global regulatory frameworks, and these factors are changing the market's fundamentals. Compared to the 2021 rally, the current market structure and participant composition have already changed.

From a macro perspective, uncertainties in the economic environment are prompting traditional investors to reassess asset allocations. Bitcoin, as a relatively independent asset class, is becoming more attractive. Rather than saying "a surge is imminent," it is more about a gradual recognition of its long-term value.

📊 Observations on the practical level

The application scenarios for mainstream cryptocurrencies like Ethereum and Bitcoin are expanding, with ecosystems such as DeFi, NFTs, and Layer2 solutions developing. These improvements in fundamentals are indeed providing support for the market. Meanwhile, the enhancement of more compliant platforms (like Gate) has also lowered the participation threshold for ordinary investors.

💭 A clear understanding is needed

The crypto market still exhibits high volatility. Hitting all-time highs often comes with risks. For any investor, understanding one's risk tolerance and developing a reasonable strategy are always more important than chasing "hot trends."

Whether to enter the market and how to do so depends on each individual's specific situation and judgment. Market opportunities do exist, but opportunities and risks always go hand in hand.

ETH0.8%

ZEC-0.85%

BTC1.14%

View Original

This page may contain third-party content, which is provided for information purposes only (not representations/warranties) and should not be considered as an endorsement of its views by Gate, nor as financial or professional advice. See Disclaimer for details.

10 Likes

Reward
10
6
Repost
Share

Comment

0/400

ChainDoctor

· 4h ago

Institutional entry + regulation taking shape, the logic indeed holds, but 2021 was saying the same thing too --- Another bull market prediction, I've been hearing it for three years, let's wait for the data before making conclusions --- Layer2 is indeed gaining momentum, but it only counts when applications truly explode --- The phrase about risk tolerance makes sense, otherwise you'd be the bagholder --- I love the argument that Bitcoin is an independent asset, but it all depends on whether institutions really come in or not --- Can't guarantee profits now when entering, but missing the opportunity is certain if you don't, I'm torn --- Lower thresholds for compliant platforms mean retail investors are being harvested even faster

View OriginalReply0

WenMoon42

· 4h ago

Bull market cycles, we've heard this phrase too many times, but how many actually cash out? --- With institutional entry and regulation taking shape, it sounds different, but is it really different this time... --- Talking about long-term value recognition, isn't it just gambling on when the market maker will pump? --- Expanding the DeFi ecosystem can't stop volatility, that's the real truth. --- Risk tolerance is bullshit; when it drops, just go all in or all out. --- Lowering barriers through compliance? Just to let more people take over the game, haha. --- I believe the bull market is coming, but it's still too early to say. Let's wait and see. --- Rather than saying it's about value recognition, it's more like an excuse for institutions to harvest small investors. --- Wait and re-enter later; anyway, the opportunity won't run away, and the risk can't escape either.

View OriginalReply0

MonkeySeeMonkeyDo

· 4h ago

The bull market has been coming up many times. Is this one real?

View OriginalReply0

AirdropHarvester

· 4h ago

It's just institutions coming in to tell stories, I don't believe a word of it. --- Bull market cycle? Let's talk about it later; right now, it's all just paper wealth. --- Sounds good, but I'm really just worried about getting trapped. --- Regulatory platforms lowering barriers, but the fees have increased again, haha. --- I've been hearing about risk tolerance for five years, but it still comes down to luck. --- Mallers is starting to boast again. What did he say last time? --- Despite the development of the DeFi ecosystem, why is TVL still low? --- Wake up, everyone. Volatility is the real truth of this market. --- Institutional entry is a good thing, but retail investors are always the ones getting cut. --- The narrative that Bitcoin is an independent asset, but it drops immediately when environmental concerns are uncertain.

View OriginalReply0

LiquidationSurvivor

· 5h ago

Is it that same story again? Institutions entering the market, regulatory positive news, long-term value... How many times have we heard this? --- Basically, it still depends on who cuts whom first. --- The DeFi ecosystem is indeed making progress, but don’t be fooled by compliant platforms claiming to "lower the barriers." --- Jack Mallers says the bull market is a bull market? To me, it looks more like he's just taking over positions. --- Economic uncertainty → buying BTC, I can't accept this logic. --- The risk warning is quite clear, yet some still go all in. --- Can Layer2 really save ETH? I think that's overthinking it. --- I've heard repeatedly about institutions entering the market. When will it actually happen?

View OriginalReply0

WalletInspector

· 5h ago

Bull market? Just listen, I still prefer to look at the charts. --- I'm tired of the institutional hype; the key is when they will really start to spend money. --- Here we go again, every time claiming this wave is different haha. --- The DeFi ecosystem is indeed gaining momentum, but has anyone really calculated the risks clearly? --- Instead of waiting for a bull market, it's better to first understand your own positions. --- Regulatory framework taking shape? I think they're still arguing about it. --- Have we already forgotten the bloody lessons of 2021 so quickly? --- They talk nicely, but isn't it just a gambler's mentality? --- I believe in long-term value recognition, but short-term volatility can kill you. --- Most people entering now have been cut before; is this wave revenge?

View OriginalReply0