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Dr. Signal(互动)
Dr. Signal(互动)
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这一轮$ETH 不超过6000你来喷我 先强调我不是E卫兵,但我想说,在ETH 身上确实有 BTC 给不了的东西,这一轮ETH走势会超出上一轮,超过很多人的想象 第一是质押收益。 BTC ETF 只能躺着,ETH ETF 能生息。对机构来说这压根就是两个物种,一个是数字黄金,一个是带息资产 第二是所有人都在往以太坊上搬家, 不止 Robinhood。过去一年多,名单长得有点吓人,SWIFT,摩根大通 ,贝莱德 ,德意志银行 ,索尼 ,Robinhood Chain 第三是欧盟。 欧洲央行正在考虑把数字欧元或者欧元稳定币发在公链上,以太坊是主要候选。这要是落地,就是主权级别的需求 全球代币化真实资产的规模大约 276 亿美元,以太坊一家占了六成
Dr. Signal(互动)
Dr. Signal(互动)
In terms of K-line, $ETH is stronger than BTC and SOL, and it is the only one among the three to stand above the VWAP. From August 11 to September 10, ETH rose 33%, BTC rose 23%. The ETF side is even more direct: last week ETH had a net inflow of 196.9 million, while BTC had a net outflow of 462.7 million, a difference of over 600 million between inflow and outflow. The total size of ETH's ETF is only one-sixth of BTC's ETF, 16.7 billion versus 102.5 billion. Using one-sixth of the market cap to absorb more net inflow than the other side. Looking at the whole year makes it clearer. Since 2026, ETH ETF net inflow is 863 million, BTC ETF net outflow is 1 billion.

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