#以太坊投资机会 Seeing another big influencer advocating that ETH is in the best buying zone right now, I need to calmly pour a cold water. I'm not against buying ETH, but there are some things behind this "consensus formation" that warrant caution.

The continuous buying by whales is indeed a signal, but more importantly, ask yourself: why are they buying at this point? Is the fundamentals truly improving, or are they paving the way for the next surge? Over the past two years, I've seen too many seemingly "consensus" situations, only to realize later that it was just a illusion created by the big players.

The comments from Nansen's CEO are quite enlightening. He pointed out that the Ethereum community is falling into complacency, and this perspective is more worth pondering than any claim that "this is the best zone now." True investors should ask: how deep is Ethereum's moat compared to other public chains? If the community stops reflecting, relying solely on historical halo effects and TVL, it could really become marginalized in five years.

So my advice is, instead of following the crowd and chasing the bottom based on consensus, first clarify what exactly you're buying. Are ETH's fundamentals, competitive position, and technical roadmap truly improving, or are they being driven by emotions and FOMO? Managing risks and assessing risk-reward ratios—every big influencer talks about these, but those who truly survive are the ones who stay vigilant at all times.