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以太坊想突破2200,这三个信号必须先转看涨
Cointelegraph
Cointelegraph
03-28 11:46
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自3月18日以来,美国上市现货以太坊ETF累计净流出2.98亿美元,已连续6个交易日遭遇资金赎回。
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作者:Cointelegraph

以太坊自周三至周四经历了6%的回调,重新测试2050美元关口,反映出受美以与伊朗战争不确定性影响的风险规避情绪。

ETF资金流需要变得来源更多

金融行动特别工作组(FATF)最新报告也呼吁各国加强监管,因稳定币在支付及跨境转账领域日益普及,且大量用户采用自托管钱包。全球反洗钱监管机构指出,点对点交易令监管部门难以识别可疑资金活动。

链上活跃度压力较大

自3月18日以来,美国上市现货以太坊ETF累计净流出2.98亿美元,已连续6个交易日遭遇资金赎回。尽管ETF流动性并非机构需求的完全晴雨表,尤其是在叠加质押功能的产品推出后,2.8%原生质押年化收益并未改变投资者的风险偏好。

以太坊去中心化交易所活跃度下滑同样引发关切,因代币需求持续减弱。目前周成交均值为94亿美元,较2025年最后三个月水平降低约50%。若该指标未见回暖,以太坊恐难以站稳2400美元上方。不过,实现以太坊去中心化交易所活跃度回升及机构资本坚定进场,才是支持持续看涨动能的关键。

市场环境需要转变

尽管Bitmine等数十亿美元级公司不断积累以太坊,有望在市场环境有利时为ETH带来超越整个加密板块的动力。但当前,以太坊价格依旧承压。需要有更多的DAT公司加入购买ETH的行列,形成持续稳定的购买需求从而实现上涨趋势。

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