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[虚拟币交流] 从长期来看 以太坊这个价位一定套不住(转)
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1#
最近,币安出售了约80亿美元的加密资产储备,引发了市场的广泛讨论。市场普遍认为,币安的加密资产抛售只是常规操作,目的在于计提利润。然而,事实似乎并非如此简单。& G) Q- ^  f* h2 }* o

8 z2 K( c1 j. r1 M  o. x$ W" f首先,此次套现规模高达80亿美元,超过了2024年2月11亿美元的7倍之多。如此大规模的资产抛售,可能有两大原因:一是美化财务报表,二是进行大规模的股东权益分配。前者或为股权融资或股权转让做准备,后者可能涉及重要股东的套现行为。
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其次,减持后,币安的BTC持仓量从46,896枚减少至2,747枚,降幅高达94.1%;ETH持仓量则从216,313枚锐减至175枚,降幅达到99.9%。清仓式减持压舱石资产,表明币安对未来的市场行情较为悲观。) C- z% b1 C% t; g1 V

" @& z, g; R; e: n( ]8 {* {值得注意的是,币安的大规模减持主要发生在1月份,这也为市场在2月初的闪崩提供了合理解释。然而,消息永远服务于资本的布局。在如此低迷的市场环境下,大肆渲染币安“跑路”的利空消息,其背后的意图已不言而喻。有意思的是,1月份被币安清仓的ETH,在2月份初被美股ETF大量抄底。* g; Z9 W5 ?6 H# y0 g- j

% _1 I5 Q4 }6 z' z在过去一年多的时间里,比特币的上涨主要得益于其作为新型储值媒介的崛起,而Solana的热度则是由PVP资金盘持续推动。尽管两者的参与群体不同,但它们都有一个共同点:上涨主要由资金驱动,而非技术创新。这导致本轮牛市中,依赖基本面的以太坊和山寨币表现不佳。然而,技术创新的速度难以预测,就像在DeepSeek诞生之前,市场几乎无人相信天朝能开发出性能接近但成本远低于ChatGPT的大模型。因此,尽管我们无法预测区块链0-1的突破会何时出现,在相对的低点买入并长期持有仍是明智的选择。3 v$ c' i+ A4 h# Y; @/ e, \- u! c* b9 c

' [3 Q9 h' s% N在2月3日的暴跌中,ETH兑BTC汇率一度触及0.0237,创下近5年来的新低,价格几乎回到2020年牛市启动前的水平。如果从2022年9月1日计算,ETH兑BTC至今已经累计下跌了73%。这种级别的跌幅历史上仅有2018年-2019年出现过。但此次下跌之后便是中期大底。
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尽管L2的分配制度存在一些小瑕疵,同时以太坊基金会的表现也被认为不够积极,但这些并未动摇以太坊的核心竞争力。到目前为止,ETH的基本面依然稳中有进。
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自2023年11月以来,无论ETH价格如何波动,以太坊网络的TVL(总价值锁仓)始终保持稳步增长。即便在1月31日至2月3日暴跌期间,以太坊网络的TVL也未出现明显下跌。这表明,以太坊网络的长期需求增长(无需任何补贴)依然存在,而当前的低迷主要是由于行业总需求不足。2 c- H4 }0 M2 f9 v: ~3 b6 g

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对于这个价位还是能在看到了
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6#
币安这波操作,确实有点清仓跑路那味儿了
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5#
主题回复处广告图案-天策传媒
小作文 发表于 2026-2-21 13:53
+ d, C% T& T: _1 Z4 V" w" ^- I1 {80亿砸盘确实狠,ETH这波怕是要阴跌很久,持币的稳住别慌。
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目前来看啊,主要是大势不对劲儿了哟
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4#
长期是多长期呢,这太重要了啊
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3#
这个倒也是可以去关注起来的啊。
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2#
80亿砸盘确实狠,ETH这波怕是要阴跌很久,持币的稳住别慌。
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:) :( :D :'( :@ :o
:P :$ ;P :L :Q :lol
:loveliness: :funk: :curse: :dizzy: :shutup: :sleepy:
:hug: :victory: :time: :kiss: :handshake: :call:
:) :( :D :'( :@ :o
:P :$ ;P :L :Q :lol
:loveliness: :funk: :curse: :dizzy: :shutup: :sleepy:
:hug: :victory: :time: :kiss: :handshake: :call:
:hug: :victory:
:) :( :D :'( :@ :o
:P :$ ;P :L :Q :lol
:loveliness: :funk: :curse: :dizzy: :shutup: :sleepy:
:hug: :victory: :time: :kiss: :handshake: :call:
:hug: :victory: :time: :kiss: :handshake: :call:
:hug: :victory: :time: :kiss: :handshake: :call:
:hug: :victory: :time: :kiss: :handshake: :call:
:hug: :victory: :time: :kiss: :handshake: :call:
:hug: :victory: :time: :kiss: :handshake:
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