隨著鯨魚在另類季節之前旋轉為中蓋，降低（RTX）的預測變得保守

圖表顯示了一個明顯的轉變：intotheblock的鍊鍊信息顯示ETH的巨大Netflow在六個月內首次否定

Litecoin predictions have become unexpectedly conservative as the traders move into mid-caps ahead of the upcoming alt-season. The sentiment flip is merely weeks away from the strongly anticipated May catalyst window, and early positioning suggests whales favoring skinnier payment-focused tokens over seasoned smart-contract behemoths.

隨著貿易商在即將到來的另類季節之前，萊特幣的預測變得出乎意料地保守。情緒翻轉僅距離人們強烈預期的催化劑窗口只有幾週的路程，而早期定位表明，鯨魚比經驗豐富的智能合同龐然大物更喜歡更瘦的付款方式。

Next, we analyze why capital may exit ETH in the near future, why Litecoin’s halving narrative is back in the headlines again, and where Remittix (RTX) fits into a portfolio that aims to outperform both.

接下來，我們分析了為什麼資本可以在不久的將來退出ETH，為什麼萊特幣的敘事減半又重新成為頭條新聞，而Remittix（RTX）則適合旨在勝過兩者兼而有之的投資組合。

Macro Rotation Weighs on Ethereum Price, Litecoin Picks Up

宏旋轉的重量以太坊價格，萊特幣拾取

宏旋轉的重量以太坊價格，萊特幣拾取

Charts show a clear shift: on-chain information from IntoTheBlock shows ETH’s gigantic-holder netflow turning negative for the first time in six months, as inactive Litecoin accounts are activated. Traders explain the divergence by citing “Ethereum Price, Litecoin risk-reward asymmetry.”

圖表顯示了一個明顯的變化：來自intotheblock的鏈上信息顯示ETH的巨型NetFlow在六個月內首次呈負面變化，因為不活動的Litecoin帳戶被激活。交易者通過引用“以太坊價格，萊特幣風險 - 獎勵不對稱”來解釋這種差異。

At $1,779.40, ETH must rise 181 % just to reach its previous peak, while LTC, at $84.08, needs only 96 % to overcome its 2021 high. That math is encouraging whales to diversify out of expensive Layer-1 and into lighter assets that will still double before testing historic resistance. Driving the shift is ETH’s sluggish fee market.

以1,779.40美元的價格，ETH必須上漲181％，以達到其先前的峰值，而LTC（84.08美元）只需要96％即可克服其2021年高點。該數學鼓勵鯨魚從昂貴的第1層中多樣化，並在測試歷史阻力之前仍將增加一倍的資產。 ETH的收費市場緩慢。

Layer-2 roll-ups continue to drain users, maintaining transaction fees under 30 gwei—a welcome relief for dApp devs but a revenue headwind for stakers seeking steady yield. While that, Ethereum’s daily addresses just set a four-month high and its upcoming MWEB privacy upgrade is fueling speculation of a new payments story.

第2層的捲起繼續耗盡用戶，維持30 GWEI的交易費用，這是Dapp Devs的可喜救濟，但收入的收入是尋求穩定產量的Stakers。雖然這是以太坊的每日地址設定了一個四個月的高點，並且即將進行的MWEB隱私升級正在促進人們對新付款故事的猜測。

“Ethereum Price, Litecoin upside might be turned on its head if ETH staking returns fall below 2 %,” Amberdata analyst Elena Song cautions.

Amberdata分析師Elena Song警告說：“以太坊價格，如果ETH Staking的回報率低於2％，那麼Litecoin上漲可能會扭轉。”

Hard Numbers Illustrate Why Traders Favor Skinnier Plays

硬數字說明了為什麼交易者偏愛更苗條的戲劇

硬數字說明了為什麼交易者偏愛更苗條的戲劇

The latest CoinMarketCap snapshot puts Ethereum at $214.95 billion in capitalization with $12.42 billion in 24-hour turnover—figures that seem big but unaffected by recent protocol improvements. Litecoin is at $6.37 billion and a volume of $422.89 million, a much lower base that multiplies each additional buy.

最新的CoinMarketCap快照使以太坊的資本化為2149.5億美元，並以124.2億美元的24小時營業額為124.2億美元，這似乎很大，但不受最近的協議改進的影響。萊特幣的價格為63.7億美元，數量為4.2289億美元，這是一個低得多的基礎，每增加一倍。

If the Ethereum Price, Litecoin pair enters spring squeeze, the probabilistic profit on LTC simply outweighs ETH’s.

如果以太坊的價格，Litecoin對進入Spring Squeeze，那麼LTC的概率利潤就超過了ETH。

Historically, May has witnessed Litecoin’s second-highest six-year average monthly gain of 18 %. Ethereum, however, experiences a muted 6 % median increase during the same timeframe. Quant desks believe seasonality and an upcoming Fed pause make LTC poised to blast towards $110 while ETH limps below $2,100.

從歷史上看，梅一直見證了萊特幣第二高的六年平均每月收益18％。但是，以太坊在同一時間範圍內經歷了中位數增加6％。 Quant Desks相信季節性和即將到來的FED PAUSE使LTC準備向110美元爆炸，而ETH LIMP則低於2,100美元。

Remitrix: The Payments Dark Horse Trumping Ethereum Price, Litecoin Hopes

remitrix：付款黑馬勝過以太坊的價格，萊特幣希望

remitrix：付款黑馬勝過以太坊的價格，萊特幣希望

Ethereum Price and Litecoin trading puts the inheritance argument into context, and yet portfolio managers use Remittix these days for asymmetric alpha. RTX trades at about $0.0757, yet more than 529 million tokens already have addresses spoken for, soaking up $14.5 million in initial liquidity.

以太坊價格和萊特幣交易將繼承論點置於上下文中，但如今，投資組合經理使用Remittix進行不對稱的Alpha。 RTX的交易價格約為0.0757美元，但已有超過5.29億個代幣的交易已經講話，最初的流動性吸收了1450萬美元。

Its carrot is genuine: exchange BTC, ETH, or Litecoin into fiat currency locally within minutes, and burn a slice of RTX with every trade. That very direct correlation between volume and scarcity is what Litecoin used to have before halving and what ETH’s EIP-1559 attempted to achieve—but Remittix applies it to real remittances.

它的胡蘿蔔是真實的：交換BTC，ETH或Litecoin在幾分鐘內本地將菲亞特貨幣交換為法定貨幣，並在每次交易中燃燒一片RTX。 Litecoin在減半之前曾經與ETH的EIP-1559試圖實現的目標相關性，這是數量和稀缺性之間的直接相關性，但是Remittix將其應用於真實的匯款。

Above all, owners get a share of conversion fees—actual revenue, not inflationary staking rewards. Gaining licensing initiatives for an EU e-money license and U.S. MSB status would provide 50 new channels, doubling daily burns.

最重要的是，所有者獲得了轉換費的一部分 - 實際收入，而不是通貨膨脹的積分獎勵。獲得歐盟電子貨幣許可證和US MSB身份的許可計劃將提供50個新渠道，每天燃燒增加一倍。

If volumes only hit one-tenth of PayPal’s international volume, token models project RTX going above $1—returning investors a 1,200 % profit even if Ethereum Price, Litecoin charts merely double.

如果數量僅達到Paypal國際銷量的十分之一，那麼令牌模型項目RTX超過1美元，即使以太坊價格，Litecoin圖表也只有兩倍。

May Strategy: Blend Legacy Strength With Payments Momentum

五月策略：將遺產力量與付款勢頭融合

五月策略：將遺產力量與付款勢頭融合

A practical mix might allocate 45 % to Ethereum for blue-chip stability, 30 % to Litecoin for medium-beta halving exposure, and 25 % to Remittix for outsized performance potential. The goal is simple: have Ethereum Price, Litecoin valuations offer the anchor downside while RTX provides the lottery ticket.

實用的組合可能分配給以太坊的藍芯片穩定性45％，30％的萊特幣用於中腹部減半，而25％的人則為降低性能潛力。目標很簡單：以太坊價格，Litecoin的估值提供了錨點，而RTX提供了彩票。

If ETH holds up below $2,400 and LTC makes a push to $130, the basket still records a decent profit; if RTX follows through on its licensing plan, portfolio returns might exceed a naked ETH hold by 4–5×.

如果ETH的價格低於$ 2,400，LTC的推向$ 130，那麼籃子仍然記錄了不錯的利潤；如果RTX遵循其許可計劃，則投資組合退貨可能超過4-5×。

May’s agenda is packed—ETH Dencun roll-up fee data, Litecoin’s MimbleWimble extension data, and the first Remittix Solana Pay bridge drop. The data drops will dictate rebalancing.

May的議程已經包裝了 - Eth Dencun匯總費數據，Litecoin的Mimblewimble擴展數據以及第一個Remittix Solana Pay Bridge Drop。數據下降將決定重新平衡。

In the meantime, the market’s message is clear: Ethereum Price, Litecoin will not vanish, but nimble payment tokens such as RTX will out

同時，市場的信息很明確：以太坊價格，萊特幣不會消失，但是諸如RTX之類的敏捷付款代幣會出來