加密市场十字路口：以太坊是否为短暂挤压？

加密市场处于十字路口。以太坊是为了短暂的挤压而准备的，还是它的主导地位逐渐消失？ SOL是真正的风险，还是恐慌过高？

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?

加密市场处于十字路口。以太坊是为了短暂的挤压而准备的，还是它的主导地位逐渐消失？ SOL是真正的风险，还是恐慌过高？我们是否已经有一个ALT季节没有意识到？

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.

在这一集中，主持了James Seyffart，Alex Kruger和Ram Ahluwalia与A100X Ventures的执行合伙人Sal Ternullo坐下来，分解了当今商人面临的最大问题。他们讨论了特朗普的关税是否会影响ETH，为什么市场可能会误读Sol的解锁，以及交易者如何不断陷入相同的陷阱 - 尽管Crypto的爆炸性收益，但仍丢钱。

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.

他们还辩论了Altcoins尚未按预期表现的真正原因，为什么Memecoins可能最终死亡，以及增长价值比率揭示了市场未来的内容。另外：埃隆·马斯克（Elon Musk）竞标Openai的含义，以及Arweave的AO是否可以严重挑战ICP。

Show highlights:

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

赞助商：A100X Ventures（您的第一个投资免费获得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

来宾：A100X Ventures的执行合伙人Sal Ternullo

Links:

链接：

A100x Ventures website

A100X Ventures网站

Follow Sal Ternull on Twitter

在Twitter上关注Sal Ternull

Follow A100x on Twitter

在Twitter上关注A100X

Follow James on Twitter

在Twitter上关注詹姆斯

Follow Alex on Twitter

在Twitter上关注Alex

Follow Ram on Twitter

在Twitter上关注RAM

Follow Blockcrunch on Twitter

在Twitter上关注BlockCrunch

Blockcrunch website

BlockCrunch网站

Blockcrunch Youtube channel

BlockCrunch YouTube频道

Blockcrunch Discord server

BlockCrunch Discord服务器

Timestamps:

时间戳：

0:00 Intro and sponsor

0:00简介和赞助商

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

2:05特朗普的中国关税会影响ETH吗？

4:05 What happened with SOL unlocks

4:05 SOL解锁发生了什么

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

6:10每个人都在谈论即将对ETH的短暂挤压。您对此有何看法？

8:00 Is ETH dominance really fading away?

8:00 ETH统治真的消失了吗？

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

11:00与AAVE有什么交易？它还是一个好购买吗？

12:30 Thoughts on the Growth Value Ratio

12:30关于增长价值比的想法

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

14:00每个人都在谈论即将对ETH的短暂挤压。您对此有何看法？

16:00 What happened with SOL unlocks

16:00 SOL解锁发生了什么

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

18:00每个人都在谈论即将对ETH的短暂挤压。您对此有何看法？

20:00 Thoughts on memecoins finally dying off

20:00关于Memecoins的想法终于死了

22:00 What happened with SOL unlocks

22:00 Sol解锁发生了什么

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

24:00每个人都在谈论即将对ETH的短暂挤压。您对此有何看法？

26:00 Thoughts on Arweave’s AO challenging ICP

26:00关于Arweave的AO挑战ICP的想法

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

28:00每个人都在谈论即将对ETH的短暂挤压。您对此有何看法？

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

30:00关于Altcoins表现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每个人都在谈论即将对ETH的短暂挤压。您对此有何看法？

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

34:00关于埃隆·马斯克（Elon Musk）竞标Openai创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每个人都在谈论即将对ETH的短暂挤压。您对此有何看法？

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

38:00关于我们是否已经有一个ALT季节而没有意识到的想法

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

40:00每个人都在谈论即将对ETH的短暂挤压。您对此有何看法？

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

42:00关于尽管加密的收益，但对交易者仍在继续亏损的影响的想法

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

44:00每个人都在谈论即将对ETH的短暂挤压。您对此有何看法？

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

46:00对A100X的新NFT项目的想法，您可以通过第一次投资免费索赔

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

48:00每个人都在谈论即将对ETH的短暂挤压。您对此有何看法？

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

3月22日至23日，关于即将举行的迪拜举行的Blockcrunch活动的50:00想法

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

52:00每个人都在谈论即将对ETH的短暂挤压。您对此有何看法？

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

54:00关于BlockCrunch YouTube频道和即将发布的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每个人都在谈论即将对ETH的短暂挤压。您对此有何看法？

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

58:00关于BlockCrunch YouTube频道和即将推出的Discord服务器的想法

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

1:00:00每个人都在谈论即将对ETH的短暂挤压。您对此有何看法？

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

1:02:00关于BlockCrunch YouTube频道和即将推出的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每个人都在谈论即将对ETH的短暂挤压。您对此有何看法？

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

1:06:00关于BlockCrunch YouTube频道和即将推出的Discord服务器的想法

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

1:08:00每个人都在谈论即将来临的短暂挤压