#NansenCEO看多苹果 Nansen CEO’s “apple-flavored” bull market

Nansen CEO Alex Svanevik has recently gone a little “addicted to fruit”—he said straight out on a podcast that Ethereum’s product approach should learn from Apple: fewer A/B test button colors, more Jobs-style, demo-driven sensibility, and taste-based product judgment that says “try it yourself first.” It sounds like praise for a product methodology, but in the current context, it’s almost like giving $AAPL a soft vote.

After all, Svanevik’s other, even more buzzworthy take is that—“2025 will bring the biggest bull market in history.” In crypto, BTC, ETH, and others are waiting for liquidity to spill over; in traditional markets, Apple Intelligence layered with an iPhone refresh cycle, with $AAPL firmly holding down the front-facing stage of the Nasdaq. When the head of an on-chain data platform backs an “Apple-style product view” plus goes all-in bullish, it’s like both sides are getting covered.

What’s interesting is that he’s also recently been warning that AI infrastructure will need to be repriced and that H100 rental costs are loosening—which, ironically, leaves players like AAPL, who “quietly” pack the models onto the edge devices, with a more comfortable position. With a triple narrative of a crypto bull market + Apple product philosophy + on-device AI, AAPL this round doesn’t lack for a storyline. #夏日创作营