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小兔吃菠萝
ETH近期的核心逻辑依然是“链上金融底座”。无论是稳定币、DeFi、RWA，还是机构对公链基础设施的讨论，ETH都很难被绕开。市场风险偏好回升时，资金通常会先确认BTC方向，再回流ETH并向其他公链扩散。ETH当前更值得观察的是链上活动、质押需求和生态资金是否同步回暖；如果只是跟随大盘反弹，节奏可能反复。$ETH
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