Big player abandons ETH for DeFi! Should retail investors follow the trend or stay calm?
Sudden changes in the crypto circle! Big player Arthur Hayes has quietly completed a portfolio adjustment recently: after liquidating ETH, he has heavily invested in high-quality DeFi tracks.
He stated that he is currently rotating from ETH to high-quality DeFi 00000000000000000, betting that these tokens will outperform the market after improvements in fiat liquidity — in short, he predicts that the price increase of certain DeFi coins will far exceed that of ETH.
Let's highlight the core viewpoint: this operation is by no means a bearish stance on ETH, but rather an “adjustment for efficiency” rather than a complete exit.
After all, the scale of ETH is no longer what it used to be, and its explosive potential is inevitably limited; the big player is merely looking for assets with stronger elasticity.
But this also serves as a reminder for retail investors: the period of market differentiation has arrived, and the era of mindlessly holding tokens is completely over.
Currently, ETH is in a critical volatility period: the resistance level is at 3120 points, and it must stabilize there to continue climbing; 2970 points is the death line, and once it falls below, emotions will likely turn gloomy, with only 2860, 2720, and other support levels remaining below.
When the big player moves, the market inevitably becomes anxious, but retail investors must not lose their composure.
The practical advice for retail investors is very clear: those holding ETH should not blindly follow the trend to sell; maintain a strong position as ETH is the core of the market, and it will certainly not be absent in a bull market; for those looking to invest in DeFi, be sure to avoid “meme coins” and closely monitor high-quality assets with real business and sufficient liquidity;
Avoid fully betting on a single direction, while keeping a bottom position in ETH, use a small portion of funds to gradually speculate on DeFi elasticity.
Hayes's portfolio adjustment may just be the beginning; which DeFi projects will be propelled next?
Will market sentiment shift comprehensively? To obtain the list of potential DeFi and specific layout strategies, follow me for the next reveal.
Final reminder: information belongs to others, while real money belongs to oneself; understand the logic before taking action, and remaining calm and not blindly following is the way to survive.
