以太坊(ETH)巨头和零售投资者导致提款队列不断增加

币界网Published on 2024-08-09Last updated on 2024-08-09

币界网报道:

以太坊(ETH)的链上数据显示,多个鲸鱼和验证者正准备取消代币。Beacon链仍然持有创纪录数量的加密货币,但之前的一些押注者正在转移他们的流动性。

以太坊(ETH)的参与者已经开始转移他们的资金,为大量提款创建了一个队列。新的ETH将在未来几天解锁。解锁和解锁代币可能不会导致直销,但一些ETH可能仍会进入市场。

待处理提款总额达到246.66万ETH,7000多名验证者正在退出质押智能合约。一些撤资可能属于鲸鱼,造成更集中的抛售压力。然而,队列中还包含0.30 ETH的较小交易,最终用户通过其他协议进行了质押。

从历史上看,ETH的大代币解锁恰逢价格暴跌。

目前的提款队列有9.2天的全面延迟,这可能会进一步减缓抛售。总体而言,随着验证器的进入和退出接近平衡,流失率有所下降。

大型卖家更大的担忧之一来自Jump Crypto,该公司正在逐步缩减其交易业务。该公司解锁了更大的ETH部分,在11K到19K之间。Jump Crypto的最后一次链上销售是在8月7日。

资金流入之际,新的ETH燃烧速度较慢,过去几周通过区块生产又增加了6万个ETH。在当前的网络条件下,以太坊网络每周生产18000多个新代币,每周净增加10000多个代币。

与此同时,以太坊信标链合约仍持有超过4900万个代币。根据区块链数据,超过39%的供应被视为质押。超过140万个地址被注册为验证器,尽管存款人的地址不到20万。存款人可以代表其他无法提供32个ETH股份的用户锁定ETH。

以stETH形式质押的ETH也是DeFi生态系统的关键。stETH的流入达到了Aave、Maker DAO和特征层,同时也被用于桥接。对于Maker DAO来说,清算风险相对较低,一直在1665美元的范围内,即使在最近的修正之后,协议也有很大的回旋余地。

以太坊复苏放缓,因担心抛售压力

最近的数据显示,ETH仍面临抛售压力。现货市场显示,在目前的水平上,买家略微占据主导地位,导致ETH缓慢复苏。

ETH的衍生品未平仓合约也相对稳定,币安的未平仓合约为30亿美元。在过去的几个月里,尽管人们对其ETF的推出抱有期望,但ETH的衍生品交易速度较慢。

给ETH带来压力的积压包括2.33亿ETH的Grayscale钱包,以及来自Jump Crypto、ICO钱包和其他巨头的剩余代币。最近的价格走势打破了预期的平稳反弹至4000美元或更高价格区间的说法。对于分析师来说,目前的价格表现主要是由于外部因素,而以太坊本身并没有下跌。

ETF流量数据显示,Grayscale的ETHE仍然是净卖家,清算了846K ETH。最大的买家仍然是贝莱德,为其基金增加了5000 ETH。在过去三天里,该ETF从市场上净买入了大约3万ETH,但资金外流的日子仍然普遍存在。

截至8月9日,Jump Crypto还转移了2900万美元的ETH,有可能将价格降至较低水平。在过去的几天里,Jump Crypto每小时清算约200万美元的ETH,表明市场上仍有吸收资金流入的需求。

ETH在周末前回升至2651.58美元,从2200美元以下的低点反弹。ETH在34%的跌幅中幸存下来,仍面临逆风。ETH的主导地位在降至14.6%后,高达15%。

以太坊面临的其他压力来自仍然相对较高的费用,在繁忙的日子里,费用会升至40美元。与此同时,DEX交易已转向L2网络,该网络继续增加费用。Solana(SOL)也与以太坊竞争激烈,尽管锁定的价值仍然较小。


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