The Future of Ethereum and Investment Strategies: Insights from a Seasoned Investor

Recently, the price of Ethereum (ETH) has increased by over 70% in just over ten days, which not only validates market trends but also demonstrates the insight of experienced investors. A seasoned investor who has been involved in the crypto industry since 2015 recently participated in an in-depth interview, sharing his understanding of market cycles, optimistic predictions for the future value of Ethereum, and strategies for coping with market volatility.

Main Points

• Ethereum, as a financial infrastructure and innovation platform, still leads its ecosystem in the industry.
• The greatest value in the blockchain field lies in financial substitution and upgrade, rather than simply replacing Web2 applications.
• Ethereum, as a financial infrastructure, has more than ten times the market growth potential.
• Paying attention to future trends is the core of investing.
• Market changes require investors to continuously update their knowledge and information, and they cannot rely solely on simple cyclical thinking for investment.

Market Analysis and Investment Strategy

This investor entered the cryptocurrency industry in 2015, experiencing Bitcoin mining, early investments in Ethereum, the project investment boom of 2017, the bear market of 2018-2019, the bull market of 2020, and another round of bear market that followed. By participating in over 200 project investments and managing multiple trading teams, he has accumulated rich experience, forming a profound understanding of market cycles and a unique investment philosophy.

He predicts that the long-term price of Ethereum may reach $10,000, a prediction based on the assessment of the current bull market trend. He believes that Bitcoin could reach $300,000, making it reasonable for Ethereum to reach $10,000. Factors supporting this prediction include:

1. Ethereum as a leading financial infrastructure and innovation platform.
2. The Ethereum Foundation refocuses on the development of the L1 ecosystem.
3. The oversold rebound caused by the clearing factors of market leverage in the early stage.

For investors, he suggests:

• Existing investors: Maintain a long-term holding strategy until they believe this bull market has ended.
• Observers: You may consider gradually buying in or looking for assets with greater growth potential.

Risk Management and Opportunity Seizing

In the face of market volatility, investors should:

1. Accepting volatility is an inherent characteristic of financial markets.
2. Extend the investment cycle and set reasonable buying and selling prices.
3. Pay attention to quality projects in the Ethereum ecosystem, such as UNI, ENJ, and AAVE.

The Long-Term Development Potential of Ethereum

The greatest value in the blockchain field lies in financial substitution and upgrading. The global financial sector is valued at several trillion dollars, and the cryptocurrency sector has significant advantages in this market. As a financial infrastructure, Ethereum still has more than ten times growth potential in the next 5-10 years.

Current Market Cycle and Investment Strategy Adjustment

The market is currently in the early stages of a bull market, but unlike previous times, not all projects will experience a general rise in this cycle. Bitcoin and certain leading projects have already shown significant growth, reflecting the maturity of the market and a preference for high-quality projects. Investors need to update their knowledge and information and cannot rely solely on simple cyclical thinking for investment.

Regulatory Environment and Industry Development

The global regulatory environment is gradually improving, especially in financial centers such as the United States and Hong Kong. Key influencing factors include:

1. Approval of cryptocurrency ETFs
2. Public companies increase investment in crypto assets
3. Cryptocurrency companies are continuously going public

These factors indicate that the industry will welcome more positive news.

Industry Changes and Future Outlook

In the past few years, the most significant change in the cryptocurrency industry has been the cyclical weakening, which is beneficial for the long-term development of the industry, but it also raises higher requirements for the professional level of investors. Future opportunities will mainly focus on compliance, on-chain technology, IPOs, infrastructure construction, and AI. Paying attention to future trends will be the key to investment success.