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小兔吃菠萝
ETH今天回调明显，盘中波动加大，市场在主流币走弱后对高估值公链资产的风险偏好有所收缩。不过ETH的底层逻辑并没有改变：稳定币、RWA、DeFi和链上金融仍在持续扩展，而近期监管层面对代币化股票链上二级交易释放的积极信号，也让以太坊生态的合规应用想象空间得到强化。短线看，ETH需要大盘情绪企稳和链上资金回流配合；中期仍要关注机构资金、网络活跃度以及L2生态的真实增量。$ETH
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