Orange Evening Interpretation 5.9 I remembered, I remembered it all, I'm not $sol's p-junior, I'm not $bsc's licking dog, I'm a loyal e-guard! The pie moment 3 months and again stood above 10w, and the current upward trend has not stopped, looking back at the price of Monday's flatbread after 9w3, it can be seen that this week's cumulative increase has exceeded 1w knife, if this rising value can be maintained, then we are likely to see the cake of ath next week, I have to say that this wave of small black arthur predicted right, he said in the week before May Day that the current may be the last opportunity to buy flatbread below 10w dollars, and now it looks really true, And this wave is obviously not the main force yet, Look at last night's inflow of bitcoin ETF was only 117 million, this number is definitely not the breakthrough period, I remember that the pie broke through the 10w period for the first time last year, and there was a week in a row, and the net inflow of ETF funds every night was about 1 billion, from this point, it can be seen that this breakthrough is easier, and it will stand up casually, there is no pressure at all, which also means that the follow-up ceiling will be washed away, and it should be rushed to 11w in the last week, if all kinds of institutions grab it, 12w is not impossible, and the pie has been strongly bound to the policy since Trump ascended the throne on January 20 , especially during the period of tariffs and Powell, the pie was forced to bind to the U.S. stock market until Trump loosened his mouth and put the pie and gold in the same dimension, at this time the global market realized that the pie was both a hedging attribute and a strong value-added logic, and the subsequent state-level strategic reserve bill was passed, and the expectations of the federal reserve, and now the market has reached a consensus, the pie is the most perfect investment target at this stage, there is no one. Then talking about Ethereum, this time it really raised its eyebrows, and it was already about to break through 2400 when I wrote the article. Yesterday during the day, we were still muttering that Ethereum is not on the card now, and there is no movement on the upgrade price of pectra, You must know that this upgrade is really not a cat and a dog, and the official evaluation of the upgrade is also the most significant upgrade after the merge and duncun upgrade, such as the upgrade includes raising the pledge limit to 2048 ETH, account abstraction upgrade, L2 expansion enhancement and EVM improvement, which is an upgrade to find the original intention to enhance competitiveness, but the market did not give face yesterday, just a slight increase, However, the aroma of wine is not afraid of deep alleys, today's wave of rise is made up, everyone re-realizes that ETH is still the only two cards in crypto, CME contracts, spot ETFs, global consensus, Ethereum that the pie should have in the world, even if it is a strategic reserve, Trump's previous tweet is also the default ETH is stable, and the pie is in a queue, so no matter which direction Ethereum chooses in the future, 1. Streamline L1 to the pie level according to the vision of V God, 2. Use RISC-V instead of EVM to compete head-on with sol, sui and other microcontrollers, Ethereum will not lose its competitiveness, although ETH diamond hands have not kept up with the market in the past six months, but I think that in the long cycle, ETH will not disappoint everyone, rather than being sol's p general or bsc's licking dog, it is really better to be a loyal e guard. In terms of cottages, today is a big back day, many cottages have doubled in one day, especially zoo memes, $neiro $moodeng $pnut have doubled in the last two days, and $pengu $pepe $popcat and the like have risen by more than 30% on the same day; The ETH ecosystem is also on the rise, with defi leaders such as $eigen $ethfi $ssv $uni rising by about 30%; The AI sector is basically 4-5x from the bottom, the lowest point of the leading $virtual is 0.4, and now it has come to the unit price of 2.18, an increase of more than 5x, and the trend of $ai 16z is worse, and there will be 3.6x at the bottom, $aixbt $kaito $goat $arc and so on, there are 3x at the bottom, and the increase from last night to today is also more than 30%, it is not an exaggeration to say that the AI agents bull market is really back, The market value of the entire sector will be above 10b again, and it can be seen from the resilience of the rebound during this period of time that agent is still the sector that funds focus on, and it is not surprising that the main narrative of this round of cottages is still in this sector; Then $bsc $sui ecological projects have performed very well recently, Binance Wallet has played a new model through alpha, and now the on-chain transaction volume has eaten up 80% of the wallet share, and the ecology has formed a stable on-chain and CEX user group through a variety of empowerment methods, and now bnb is a veritable application chain, and the meme leader $mubarak $banana $broccoli 714 on several chains is in the forefront of the rising version; $sui trend is also very strong directly to rush ATH, the recent increase is basically the market of ordinary cottages such as ETH about 10x, $zk $bera $pi $hype and other recent trends are also very good, in short, now the market has entered the familiar cottage group of demons dancing market, if the pie can stand firm 10w longer, then the cottage cow we are looking forward to is really coming, we have survived the most difficult time, and it will be better every day.