ETH还有机会吗?从宏观和链上数据来看ETH的走势

投研日志Published on 2025-04-29Last updated on 2025-04-29

Abstract

但总的来说,ETH 和罗素2000 非常的相似,都是高度需要流动性搭配的,所以在货币紧缩的时候可能没有充足的流动性来提供,导致价格的增涨缓慢。

作者:@Phyrex_Ni

虽然我觉得$ETH还有机会,但机会未必是现在,反而在货币主流阶段的两种可能:

1,在货币流行的程度,利率下降,通胀上升,投资者风险偏好上升,前提是不要出现经济储备。

2 ,在货币信贷的现代化或尾声,利率已经几乎见底,硬件已经回到2%以内,甚至已经出现了经济了。不管是从宏观还是从链上数据来看,目前ETH都好在底部区间,链上数据显示了低于1500美元的抄底机会,而宏观上的不明显如果导致了经济增长,不排除ETH会继续下跌的可能。而链上数据也显示出目前包括散户和巨鲸以及巨鲸出现了增持超级ETH的趋势,虽然还没有明显的BTC上涨,但确实是更多的链上投资者在买入ETH。但总的来说,ETH 和罗素2000 非常的相似,都是高度需要流动性搭配的,所以在货币紧缩的时候可能没有充足的流动性来提供,导致价格的增涨缓慢。

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