以太坊这一轮表现虽然偏弱,但真正的爆发,其实只是时间问题。
机构对比特币与以太坊的配置比例正在逐渐接近。
DeFi 和 RWA 等多个赛道同步发力,尤其是借贷板块,Aave 的表现就是很好的信号。
叠加美国监管趋于明朗、稳定币法案临近落地,ETH 越来越像是机构进场的首选桥梁。
同时,链上空头杠杆持续堆积,合约持仓创下新高,而 ETF 也在稳定流入中,行情随时有机会点火。
现在还只是“前菜阶段”,散户犹豫,机构低吸。等涨到 4000,再追就晚了。

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