Post
Yuvi.
$ETH
利率回落，就足以让ETH形成持续行情吗？
今晚的就业数据可能改变市场利率预期。ETH还受到链上结算、抵押需求与网络费用影响。宏观宽松只能改善估值环境，无法直接创造应用收入。
我会核对反弹后的费用与结算活动。若这些指标继续走弱，宏观反弹仍可能短暂；若使用和资金承接一起改善，逻辑才更完整。
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