ETH单日上涨20%，V狗一夜变回V神，山寨币普遍上涨，涨不停的疯狂山寨季要来了吗? 这4个观点你不要错过！
注意！ETH成功逆转BTC，汇率暴涨15%。历史上，当ETH/BTC汇率上升时，资金会从BTC流向其它加密货币，带动整体市场热潮。
1⃣分析师 Michaël van de Poppe ：当前山寨币市场总市值（ALTCAP）正在关键支撑位企稳，并可能迎来突破。25 年可能批准的山寨币 ETF（如莱特币、Solana 和瑞波币）将进一步为山寨币市场注入资金。
2⃣分析师 Benjamin Cowen：BTC主导地位可能需回落至 54% 以下，才会触发资金向山寨币的显著轮动。
注意：BCT市值占比 64.7%，是21 年以来最高水平。意味着市场资金仍主要集中在BTC，如果未能下滑，那将限制山寨币的表现空间。
3⃣高盛前高管 Raoul Pal ：BTC 的主导地位今日已经达到顶峰。如果这一判断成立，山寨季行情即将到来。
4⃣K33 的 David Zimmerman：时代变了。山寨币市场在 5 月份面临 43 亿美元代币解锁，6 月28 亿，7 月32 亿。这些解锁需大量新的流动性吸收。在没有任何显著的需求激增或新的散户流入的情况下，会有下行压力。虽然有些山寨币可能表现优异，但机会窗口有限，而且越来越短暂。
你怎么看？
#ETH #以太坊 #山寨 #Alicoin
60.93K
0
The content on this page is provided by third parties. Unless otherwise stated, OKX TR is not the author of the cited article(s) and does not claim any copyright in the materials. The content is provided for informational purposes only and does not represent the views of OKX TR. It is not intended to be an endorsement of any kind and should not be considered investment advice or a solicitation to buy or sell digital assets. To the extent generative AI is utilized to provide summaries or other information, such AI generated content may be inaccurate or inconsistent. Please read the linked article for more details and information. OKX TR is not responsible for content hosted on third party sites. Digital asset holdings, including stablecoins and NFTs, involve a high degree of risk and can fluctuate greatly. You should carefully consider whether trading or holding digital assets is suitable for you in light of your financial condition.