以太坊在ETH ETF外流和供应增加的情况下苦苦挣扎——现在怎么办?

币界网Published on 2024-08-20Last updated on 2024-08-20

币界网报道:
    在连续三天的资金外流后,现货以太ETF的资金外流总额已达4.33亿美元。ETH需求的下降和供应的增加阻碍了以太坊的盈利努力。

周二,加密货币市场在亚洲交易时段强劲反弹。在撰写本文时,以太坊[ETH]已上涨约2%,交易价格为2678美元。

然而,尽管最近有所上涨,但自上个月在美国推出现货以太交易所交易基金(ETF)以来,最大的山寨币已经损失了23%的价值。

那么,是什么在压低以太坊的价格呢?

以太坊ETF流出量达到4.33亿美元

截至发稿时,现货以太坊ETF的累计净流出为4.33亿美元。

Grayscale以太坊信托ETF(ETHE)以100亿美元的资产推出,自推出以来一直出现负流量。该ETF仍持有48.4亿美元的净资产,进一步增加了下行风险。

上周,Framework Ventures的联合创始人Vance Spencer预测,投资者最终可能会将他们的投资组合分配为比特币和以太币ETF各占50%。

然而,在过去的三个交易日里,比特币ETF连续流入,而以太坊ETF则连续流出。

网络活动减少增加ETH供应

以太坊的网络使用率也有所下降,如DappRadar所示。

以太坊网络上的唯一活动钱包(UAW)数量在过去30天内下降了20%。以太坊的30天用户数为166万,按此指标排名第六。

网络使用量的下降也影响了ETH代币的燃烧量,这反过来又增加了供应,使以太坊通货膨胀。

超声波货币的数据显示,在过去的七天里,大约发行了18000个ETH代币,而只有1500个被烧毁。

这意味着ETH的供应量在七天内增加了16000多个代币。在需求减少的背景下,供应的增加给ETH带来了下行压力。

指标显示需求疲软

截至发稿时,ETH正面临需求疲软,这可能会压低价格。衡量积累和分配的Chaikin资金流在当时是负的。

因此,自8月初以来,抛售压力超过了买入压力。

正方向移动指数(DMI)也显示出下降趋势,因为自7月以来,正方向指标一直低于负方向指标。

然而,这两条线之间的距离一直在缩小,暗示着潜在的逆转。随着价格强劲反弹,交易员还应注意2115美元的潜在流动性。


现实与否,以下是以BTC的术语表示的ETH市值


根据AMBCrypto对CryptoQuant的看法,ETH需要杠杆交易者的回报才能进行向上修正。

此外,根据Coinglass的数据,以太坊的未平仓合约已从5月份的170亿美元峰值降至目前的100亿美元。

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