#以太坊投资机会 Seeing industry experts' opinions on ETH, I am reminded of a often overlooked detail. Yi Lihua mentioned "controlling risk and measuring risk-reward ratio," a seemingly simple phrase that is actually the dividing line between long-term winners and short-term speculators.

Currently, there are indeed many whales continuously accumulating ETH, which reflects institutional confidence. But what I pay more attention to is what Nansen's CEO said — maintaining vigilance and a sense of crisis about Ethereum. This is not pessimism; rather, it is a mature investment mindset.

The way to think about ETH in asset allocation should be like this: start by asking yourself three questions. First, what proportion of my total assets does this position represent, and is it within an acceptable risk range? Second, do I have a clear understanding of the medium- to long-term prospects of this asset, rather than being swept up by short-term fluctuations? Third, even if the price drops another 50%, will my mindset and plan remain stable?

Buy opportunities often arise during these moments of "having consensus but staying alert." The key is to use idle funds and build positions gradually, rather than going all-in at once. The market will always present new opportunities, but the principal and mindset lost are very hard to recover.