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Market sentiment shock, global assets diving, crypto KOL how to view the market change?

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Under the market shock, many market participants appear bipolar investment decisions.

2 月 24 日，地缘政治局势再度升级，冲击市场情绪。伦敦布伦特原油期货价格一度突破每桶 100 美元；全球股市大幅跳水，莫斯科交易所已暂停交易。受国际局势影响，加密市场同样震荡不已，比特币一度跌破 34,000 美元，24 小时跌幅超10%。对于俄乌此次的紧张局势情况以及当前加密市场情况变化，不少加密KOL发表了自己的看法。律动BlockBeats将其整理如下：

SBF: The future is difficult to predict, there are two typical opposing investment thinking in the market

SBF, founder of FTX, pointed out that the current plunge in bitcoin could be related to a number of factors: war is shaking the entire eastern European system, there may be a lot of asset sales to invest in the war, and people have different views on future monetary policy. There are two relatively typical investment mindsets, with fundamental investors buying into dips and algorithmic investors selling heavily based on the positive correlation between bitcoin prices and the S&P. For whatever reason, markets demonstrate the collective behavior of participants: "No one can predict the future, but we can do some good in the world."

Vitalik Buterin: Ethereum is neutral, but I'm not.

Samson Mow: Bitcoin is not a risk asset

Blockstream CSO Samson Mow, a Bitcoin technology developer, put it bluntly: "Bitcoin trades like a risk asset, but it's * not * a risk asset, hardly."

Larry Cermak: Bitcoin will face political challenges as the global landscape changes

The Block 研究总监 Larry Cermak：还有一个真的真的很糟糕的，我不希望它不会发生的事情是，在 SWIFT 被切断的情况下，如果俄罗斯在 SPFS 之外转向加密货币的话，这（对加密市场）将是一个巨大的挑战，Bitcoin 在美国会被政治化为「亲俄」。

Crypto KOL Woody: The project side's market judgment has become polarized

Crypto KOL Woody revealed on his personal social media platform that friends of the project recently asked whether they should first abandon the project and return about 80% of the remaining funds to investors. The reason is that the crypto market has entered a bear market, do not want investors to lose money, after the market recovery can continue to invest to find more entrepreneurial topics. People are not optimistic about the market. At the same time, Woody accepts the opposite view. He has friends who believe in refinancing to survive the bear market, and he has ideas and responsibilities for his own projects.

FTX Benson Sun, community partner: The success of a project should not be based on the assumption of a bull market

FTX Benson Sun, community partner, replies: "The first approach is strange, which means that the whole project's success is based on the assumption that the market must be bullish, and the direction seems to be wrong from the start.

对于市场的后市情况，他表示往好处想纳指跟道琼都跌破前低，Bitcoin 并未跌破上一轮低点（32,000 美元）。如果手中的山寨币已跌破前低，建议减仓并转仓至走势相对较强的 Token，或持有 Stablecoin 观望。