2026-01-12 03:30:44

#以太坊大户持仓变化 $BTC $ETH $BNB

As a large number of altcoins collapse due to lack of substantial backing and consensus breaks down, the pattern of excess returns in the crypto market has quietly changed. The celebration of speculative hype has shifted to high-quality projects with barriers to entry, warmth, and growth certainty — this is the real opportunity for value redefinition.

Look at the current market situation: most altcoins are still relying on speculative premiums to inflate their valuations, ultimately facing the fate of value reversion. Meanwhile, some leading MEME coins have long escaped the trap of mere hype. They are built on strong consensus as their foundation, capable of weathering market cycle fluctuations. Plus, with endorsements from celebrities like Elon Musk and Donald Trump, combined with emotional resonance IPs like 【Love and Doggies】, community cohesion has formed an insurmountable moat. Most importantly — these projects have tangible value support, truly breaking the concept bubble.

This is the true sign of the crypto market's advancement.

ETH-0,49%

BTC0,61%

BNB0,22%

MEME-1,88%

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BlindBoxVictim

· 19h ago

Altcoins need to wake up now, there's really no story to tell --- Top coins can still resist, but those follow-the-trend coins should have exited long ago --- MEME coins rely on consensus, I believe in this logic, but don't fool yourself into thinking they have fundamentals --- Large investors are reallocating their positions, indicating that the trend has indeed shifted --- Instead of chasing after altcoins at high prices, it's better to focus on maintaining BTC's fundamentals --- The term "community moat" has become cliché; in the end, it's all about whether you can make money

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GateUser-1a2ed0b9

· 19h ago

Wake up, altcoins should have died long ago --- Is the meme coin moat really sustained by celebrities for this long? --- This wave of large investors rebalancing is truly concentrating the chips, the real show is just beginning --- Speculative premiums inflate valuations, that's true, but the risks are also real --- Having barriers and growth sounds good, but who can guarantee the next wave won't crash --- Community cohesion as a moat? I just want to know when the feast turns into a banquet dispersing --- Has the concept bubble burst? Let's see a decline first --- Wait, do top meme coins really have substantive value? I just can't quite follow this logic

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TradFiRefugee

· 19h ago

Alright, alright, same old story. We all know altcoins are dead, but does MEME coin have real value? Man, that's a bit harsh. HODL Bitcoin and Ethereum, that's all. Everything else is just stories. Big whales are accumulating, and we're following suit—that's the way to go. Consensus moat? Just wait until Elon Musk's single tweet causes a collapse. Still the same old saying: if there's no fundamentals, it won't last long.

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GasFeeCrybaby

· 19h ago

You're talking about MEME coins again, sounding so convincing—moats, intrinsic value... I just want to ask, next time Elon Musk tweets something and it moves the market in the opposite direction, what will you do?

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RunWithRugs

· 19h ago

Large holders bottoming out top-tier coins is a wise move; altcoins should have cooled off long ago. Another round of wealth transfer is underway; smart money has already jumped in. Meme coins have vitality as long as there's consensus, and that's true, but don't overestimate it. Wait, why does this article make Elon Musk and Trump seem as important as the project's fundamentals? At the end of the day, it still comes down to practical application; don't be fooled by narratives. The moat of top-tier coins is indeed strong; small-cap coins should wake up.

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GweiWatcher

· 19h ago

Shanzhai coins and the old tricks of pulling the wool over retail investors' eyes—who still believes in that? --- Does MEME coin really have a moat? I think it's mainly gambling on celebrity effects; sooner or later, it will cool off. --- It sounds nice, but it's still just blowing bubbles based on consensus. When it collapses, it's game over. --- This round is truly different. Big players are quietly positioning in the top projects, while retail investors are still dreaming. --- It feels like they're just trying to rationalize Bitcoin and Ethereum, while other coins are being sentenced to death. --- A moat is worthless; as soon as the hype dies down, it immediately exposes the truth. --- Finally, someone has spoken plainly. Those chasing shanzhai coins should reflect on their actions. --- But MEME coins really can survive cycles; Dogecoin has proven it. --- Value restructuring sounds high-level, but honestly, it's just about changing the target to buy the dip.

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