Post

二狗2Do9NEECASH
二狗2Do9NEECASH
Show original
ETH 2500震荡,机构在买,应用在跑,怎么看? 最近看$ETH 数据,市场挺拧巴。 美国ETH ETF连续7天净流入,日均近1.8亿,巨鲸质押年化收益约3亿,覆盖成本有余,大资金在当长期资产配置。 链上数据尴尬:ETH日活64万,Solana 230万,BNB Chain 440万。DeFi波动3%就引发3600万清算,杠杆多、流动性薄。主网使用下滑,活动往L2跑。 资金托底,应用拖后腿。2500附近有买盘,大跌有限,但拉盘缺燃料。走牛需靠AI代理、RWA带新用户,光囤币不够。 ETH估值逻辑在变:以前看手续费,现在质押收益稳定,更像个生息资产。若市场接受,锚点从网络活跃度转向现金流折现。 隐患:L2越火,主网捕获手续费越少,ETH价值被稀释。长期看,吸筹与冷清并存,或成僵局。 短期有底,长期看应用。 #ETH触及2500美元后震荡 #杰克逊霍尔临近,沃什能否明确政策路径
OKX星球
OKX星球
🌟 Planet · Featured Articles "Issue 10"
— Traffic is not the only criterion; high-quality content deserves to be seen. Over the past two weeks, there has been much content on OKX Planet worth reading closely: some look for industry clues in AI, storage, and tech financial reports; some make judgments on BTC, ETFs, macro policies, and market structure; and others write detailed reviews of their trades, position discipline, and risk control. At the same time, the ninth round of the "Opinion Relay Subsidy" has also completed its selection. Thank you all for continuing to extend your views and share trading thoughts around the selected content. 🎁 The users who received comment subsidies this issue are: @200斤微胖奶龙 🔗 :https://oyidl.co/ul/WWpnMObhttps://oyidl.co/ul/WWpnMObhttps://oyidl.co/ul/WWpnMObhttps://oyidl.co/ul/WWpnMOb @一土·Dui Jin 🔗: https://oyidl.co/ul/NqlSVsJhttps://oyidl.co/ul/NqlSVsJhttps://oyidl.co/ul/NqlSVsJhttps://oyidl.co/ul/NqlSVsJ Congratulations to the two above, who will receive merchandise rewards. Please be patient and wait for @Planet Community Assistant to contact you. Next, let's enjoy this issue of "Best Articles Selection" together Selected from recent sections

Disclaimer: OKX Orbit content is provided for informational purposes only. Learn more

Replies

No comments yet. Be the first to reply!