2026-01-15 15:00:22

#数字资产市场动态 Value investing is fundamentally about: first clarifying your hunting list, then patiently waiting for those misjudged opportunities.

I now feel a certain resistance to public chains, and prefer to focus only on the cash flow discount logic of protocol layer tokens. Those stories that emphasize ecology and TVL, after hearing them many times, tend to become numb.

In comparison, Bitcoin's underlying logic appears more robust. Interestingly, Tron seems to be more self-consistent in its closed-loop logic than Ethereum. Based on price performance, the differences between the two are also vividly apparent.

Ultimately, rises and falls do not happen out of thin air — they are merely the result of supply and demand tug-of-war; everything else is superficial. The market usually only reacts when supply tightens or demand suddenly surges.

BTC-1,37%

TRX2,68%

ETH-0,92%

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ShibaOnTheRun

· 8h ago

Is TRON more self-consistent than Ethereum? Your opinion has refreshed my understanding. Tell me why.

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GweiTooHigh

· 8h ago

Is TRON more self-consistent than Ethereum? Bro, your point is indeed a bit out there, but I have to admit that the discounted cash flow approach is definitely more reliable than those TVL stories.

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GasFeeSobber

· 9h ago

Is TRON's self-consistency stronger than Ethereum's? That's an interesting point, but it still depends on who can truly bring the ecosystem to life.

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InfraVibes

· 9h ago

Is TRON more self-consistent than Ethereum? That's a bold statement, but indeed, the TVL story has been overdone.

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AllTalkLongTrader

· 9h ago

Tired of ecosystem stories, cash flow is the real rose --- The logic at the protocol layer is indeed much clearer; the TVL narrative has been overdone --- Is Tron more self-consistent than Ethereum? I hadn’t thought of that; I need to look into it further --- Supply and demand are the true king; everything else is just air, no doubt about it --- The hunting list has been prepared long ago, just waiting for the moment of being wrongly killed --- Bitcoin is stable, but can it generate returns? That’s the key --- Discounted cash flow is the only way to avoid pitfalls; everything else is questionable --- Waiting for demand to suddenly emerge? I think the market response will always be a half beat behind

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