Аналитики прогнозируют взрывной рост Ethereum на фоне дефицита предложения

cryptonews.ruPublished on 2025-03-14Last updated on 2025-10-15

Ethereum ждет взрывной рост на фоне рекордного дефицита предложения. Сразу три фактора одновременно сжимают предложение ETH — ситуация, которой блокчейн не видел за всю свою историю. При этом институциональный спрос достиг максимума.

Три «вакуума предложения» работают одновременно

Аналитик под ником Crypto Gucci отмечает, что Ethereum впервые проходит через рыночный цикл с тремя активными «вакуумами предложения». Около 40% всех ETH сейчас выведены из обращения.

Первый фактор — цифровые резервы компаний (DAT), которых не существовало в прошлом цикле. За последние месяцы они накопили 5,9 млн ETH стоимостью около $24 млрд, что составляет 4,9% от общего предложения. По данным Strategic Eth Reserve, эти организации держат актив для получения долгосрочной доходности.

Накопление Ethereum резервами компаний и ETF. Источник: Strategic Eth Reserve

Второй вакуум создают спотовые Ethereum-ETF, также отсутствовавшие в предыдущем цикле. На сегодня американские фонды приобрели 6,84 млн ETH на сумму $28 млрд — это 5,6% от общего предложения. И это без одобрения стейкинга для ETF.

Третий фактор — стейкинг. Если в прошлом цикле он только зарождался, то сейчас застейкано 35,7 млн ETH стоимостью около $146 млрд, почти 30% всего предложения. Большая часть этих монет неликвидна из-за длительной очереди на вывод, которая сейчас составляет 40 дней.

Институциональный спрос на максимуме

Crypto Gucci подчеркивает: Ethereum вошел в этот цикл с рекордным институциональным спросом и минимальным ликвидным предложением за всю историю. «Когда спрос встречается с таким сжимающимся предложением, цена не просто растет — она взлетает», — заявил аналитик.

Предприниматель Тед Пиллоус (Ted Pillows) на этой неделе высказал мнение, что с учетом институционального спроса и одобрения стейкинга для ETF Ethereum ждет мощное ралли. Он прогнозирует справедливую стоимость ETH в диапазоне $8 000–$10 000 в этом цикле.

Инфляция под контролем

Инфляция Ethereum сейчас незначительна — предложение выросло всего на 0,5% с момента перехода на Proof-of-Stake в 2022 году. Для сравнения: предложение биткоина за тот же период увеличилось на 4%, согласно данным Ultrasound Money.

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