#以太坊生态发展 Seeing this news, I still feel a bit disappointed. The $1 billion Ether treasury plan being put on hold is a significant blow to the entire ecosystem. However, thinking carefully, this decision may be a wise move in the current Bear Market environment.

I have been following the performance of various DAT companies, and recently their mNAV has generally fallen below 1, indicating that market sentiment is indeed not very optimistic. In this situation, hastily advancing large-scale investment plans carries significant risks.

From a copy trading perspective, the suspension of such large-scale projects actually provides us with an important signal - even industry giants are being cautiously observant, and we should prioritize risk control. This reminds us to adjust our strategies in a timely manner, possibly needing to reduce our position allocation in Ethereum ecosystem projects and increase some defensive assets.

However, I believe that this adjustment should be tactical rather than strategic. The insights of big players like Li Lin and Xiao Feng are still trustworthy; their choice to "go with the flow" rather than completely give up indicates that they remain optimistic about the long-term development of Ethereum. Once the market stabilizes, related projects are likely to restart, and it may actually present a good opportunity for positioning.

In short, be cautious in the short term and optimistic in the long term; this may be the best mindset at the moment. Let us continue to observe market changes, ready to adjust our strategies at any time, and wait for the next wave of opportunities to arrive.