加密市場十字路口：以太坊是否為短暫擠壓？

加密市場處於十字路口。以太坊是為了短暫的擠壓而準備的，還是它的主導地位逐漸消失？ SOL是真正的風險，還是恐慌過高？

Crypto markets are at a crossroads. Is Ethereum primed for a short squeeze, or is its dominance fading? Are the SOL unlocks a real risk, or is the panic overblown? And did we already have an alt season without realizing it?

加密市場處於十字路口。以太坊是為了短暫的擠壓而準備的，還是它的主導地位逐漸消失？ SOL是真正的風險，還是恐慌過高？我們是否已經有一個ALT季節沒有意識到？

In this episode, hosts James Seyffart, Alex Kruger and Ram Ahluwalia sit down with Sal Ternullo, managing partner at A100x Ventures, to break down the biggest questions facing traders today. They discuss whether Trump’s tariffs are impacting ETH, why the market might be misreading SOL’s unlocks, and how traders keep falling into the same traps—losing money despite crypto’s explosive gains.

在這一集中，主持了James Seyffart，Alex Kruger和Ram Ahluwalia與A100X Ventures的執行合夥人Sal Ternullo坐下來，分解了當今商人面臨的最大問題。他們討論了特朗普的關稅是否會影響ETH，為什麼市場可能會誤讀Sol的解鎖，以及交易者如何不斷陷入相同的陷阱 - 儘管Crypto的爆炸性收益，但仍丟錢。

They also debate the real reason altcoins haven’t performed as expected, why memecoins might finally be dying off, and what the Growth Value Ratio reveals about the market’s future. Plus: the implications of Elon Musk’s bid for OpenAI, and whether Arweave’s AO can seriously challenge ICP.

他們還辯論了Altcoins尚未按預期表現的真正原因，為什麼Memecoins可能最終死亡，以及增長價值比率揭示了市場未來的內容。另外：埃隆·馬斯克（Elon Musk）競標Openai的含義，以及Arweave的AO是否可以嚴重挑戰ICP。

Show highlights:

顯示亮點：

Sponsor: A100x Ventures (Get a free NFT with your first investment)

贊助商：A100X Ventures（您的第一個投資免費獲得NFT）

Hosts: James Seyffart, Alex Kruger and Ram Ahluwalia

主持人：James Seyffart，Alex Kruger和Ram Ahluwalia

Guest: Sal Ternullo, managing partner at A100x Ventures

來賓：A100X Ventures的執行合夥人Sal Ternullo

Links:

鏈接：

A100x Ventures website

A100X Ventures網站

Follow Sal Ternull on Twitter

在Twitter上關注Sal Ternull

Follow A100x on Twitter

在Twitter上關注A100X

Follow James on Twitter

在Twitter上關注詹姆斯

Follow Alex on Twitter

在Twitter上關注Alex

Follow Ram on Twitter

在Twitter上關注RAM

Follow Blockcrunch on Twitter

在Twitter上關注BlockCrunch

Blockcrunch website

BlockCrunch網站

Blockcrunch Youtube channel

BlockCrunch YouTube頻道

Blockcrunch Discord server

BlockCrunch Discord服務器

Timestamps:

時間戳：

0:00 Intro and sponsor

0:00簡介和讚助商

2:05 Is Trump’s China tariffs impacting ETH?

2:05特朗普的中國關稅會影響ETH嗎？

4:05 What happened with SOL unlocks

4:05 SOL解鎖發生了什麼

6:10 Everyone’s talking about an impending short squeeze on ETH. What are your thoughts on that?

6:10每個人都在談論即將對ETH的短暫擠壓。您對此有何看法？

8:00 Is ETH dominance really fading away?

8:00 ETH統治真的消失了嗎？

11:00 What’s the deal with AAVE? Is it still a good buy?

11:00與AAVE有什麼交易？它還是一個好購買嗎？

12:30 Thoughts on the Growth Value Ratio

12:30關於增長價值比的想法

14:00 Everyone’s talking about an impending short squeeze on ETH. What are your thoughts on that?

14:00每個人都在談論即將對ETH的短暫擠壓。您對此有何看法？

16:00 What happened with SOL unlocks

16:00 SOL解鎖發生了什麼

18:00 Everyone’s talking about an impending short squeeze on ETH. What are your thoughts on that?

18:00每個人都在談論即將對ETH的短暫擠壓。您對此有何看法？

20:00 Thoughts on memecoins finally dying off

20:00關於Memecoins的想法終於死了

22:00 What happened with SOL unlocks

22:00 Sol解鎖發生了什麼

24:00 Everyone’s talking about an impending short squeeze on ETH. What are your thoughts on that?

24:00每個人都在談論即將對ETH的短暫擠壓。您對此有何看法？

26:00 Thoughts on Arweave’s AO challenging ICP

26:00關於Arweave的AO挑戰ICP的想法

28:00 Everyone’s talking about an impending short squeeze on ETH. What are your thoughts on that?

28:00每個人都在談論即將對ETH的短暫擠壓。您對此有何看法？

30:00 Thoughts on the real reason for poor performance by altcoins

30:00關於Altcoins表現不佳的真正原因的想法

32:00 Everyone’s talking about an impending short squeeze on ETH. What are your thoughts on that?

32:00每個人都在談論即將對ETH的短暫擠壓。您對此有何看法？

34:00 Thoughts on Elon Musk’s bid for OpenAI to create a new research company

34:00關於埃隆·馬斯克（Elon Musk）競標Openai創建一家新研究公司的想法

36:00 Everyone’s talking about an impending short squeeze on ETH. What are your thoughts on that?

36:00每個人都在談論即將對ETH的短暫擠壓。您對此有何看法？

38:00 Thoughts on whether we already had an alt season without realizing it

38:00關於我們是否已經有一個ALT季節而沒有意識到的想法

40:00 Everyone’s talking about an impending short squeeze on ETH. What are your thoughts on that?

40:00每個人都在談論即將對ETH的短暫擠壓。您對此有何看法？

42:00 Thoughts on the implications of traders continuing to lose money despite crypto’s gains

42:00關於儘管加密的收益，但對交易者仍在繼續虧損的影響的想法

44:00 Everyone’s talking about an impending short squeeze on ETH. What are your thoughts on that?

44:00每個人都在談論即將對ETH的短暫擠壓。您對此有何看法？

46:00 Thoughts on the new NFT project by A100x that you can claim for free with your first investment

46:00對A100X的新NFT項目的想法，您可以通過第一次投資免費索賠

48:00 Everyone’s talking about an impending short squeeze on ETH. What are your thoughts on that?

48:00每個人都在談論即將對ETH的短暫擠壓。您對此有何看法？

50:00 Thoughts on the upcoming Blockcrunch event in Dubai on March 22-23

3月22日至23日，關於即將舉行的迪拜舉行的Blockcrunch活動的50:00想法

52:00 Everyone’s talking about an impending short squeeze on ETH. What are your thoughts on that?

52:00每個人都在談論即將對ETH的短暫擠壓。您對此有何看法？

54:00 Thoughts on the Blockcrunch Youtube channel and upcoming Discord server launch

54:00關於BlockCrunch YouTube頻道和即將發布的Discord Server的想法

56:00 Everyone’s talking about an impending short squeeze on ETH. What are your thoughts on that?

56:00每個人都在談論即將對ETH的短暫擠壓。您對此有何看法？

58:00 Thoughts on the Blockcrunch Youtube channel and upcoming Discord server launch

58:00關於BlockCrunch YouTube頻道和即將推出的Discord服務器的想法

1:00:00 Everyone’s talking about an impending short squeeze on ETH. What are your thoughts on that?

1:00:00每個人都在談論即將對ETH的短暫擠壓。您對此有何看法？

1:02:00 Thoughts on the Blockcrunch Youtube channel and upcoming Discord server launch

1:02:00關於BlockCrunch YouTube頻道和即將推出的Discord Server的想法

1:04:00 Everyone’s talking about an impending short squeeze on ETH. What are your thoughts on that?

1:04:00每個人都在談論即將對ETH的短暫擠壓。您對此有何看法？

1:06:00 Thoughts on the Blockcrunch Youtube channel and upcoming Discord server launch

1:06:00關於BlockCrunch YouTube頻道和即將推出的Discord服務器的想法

1:08:00 Everyone’s talking about an impending short squeeze

1:08:00每個人都在談論即將來臨的短暫擠壓