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在以太坊区块链及其今年表现不佳受到强烈批评之际,VanEck 数字资产负责人 Matthew Sigel 站出来为该网络辩护,并引用了其强大的经济模型。$ c) N4 Q! v- R4 r/ Y, y
( `' M& \3 P0 m' N* i即使在 2024 年 7 月推出现货以太币 ETF 后,ETH 价格也因未能表现出足够的吸引力而受到批评。/ D( C4 C ?+ Z/ z1 @$ Y! ~
VanEck 的 Matthew Sigel 回应对以太坊的批评% \* n+ z5 m' i. L
1 m5 B8 \. `/ P: E- a( a) fVanEck 数字资产主管 Matthew Sigel 表达了他对最近 ETH 抨击的不满,称其“令人精疲力竭且不诚实”。在与传统金融的市盈率 (PE) 进行比较时,Sigel 1 ?( ?1 k8 h3 b8 j. J2 Z) ^
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强调了“货币性”对于以太坊和 Solana等第1 层区块链的重要性。+ \7 H9 ^$ V: |
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他说,用户应该始终根据区块链在其生态系统中作为交换媒介、价值存储和记账单位的使用情况、实用性和信任度来判断区块链。Sigel 补充说,以太坊
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的核心效用源于它通过支付交易费来支持验证者的作用,从而推动了 DeFi 和其他服务的更广泛使用。
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$ G2 C0 d7 s+ ~( p7 _1 WVanEck 首席执行官还认为,代币的价值来自于对用于交易的商品和服务的需求,而以太坊的经济活动则为其长期价值做出了贡献。此外,Sigel 还承认8 B' g6 b* i3 O8 h
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了区块链面临的一些挑战。
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* S1 [% R \% K9 }他说,以太坊第 2 层解决方案的激增正在推动交易费用的获取,这可能会减少区块链的收入。然而,随着 ETH 生态系统的发展,其对数据可用性的关注; l- x2 [4 M( T5 Z9 p/ I1 o/ n- X
; g4 N# r0 N. Q/ C1 e可能会变得更加有利可图。此外,以太坊联合创始人 Vitalik Buterin最近表示,他不喜欢持有 L2 代币。
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3 k) [7 T+ p6 w6 n" {7 U- Z. FSigel 补充说,Solana 的低价吸引了许多 Defi 参与者加入该平台。不过,他补充说,Solana 的费用应该随着时间的推移而增加,以证明其估值合理。 }" H% i9 Z) _5 S- K
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ETH 价格面临看跌情绪 _3 N" y/ O+ `) U9 Q2 C
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需求疲软和现货以太坊 ETF 持续流出导致 ETH 价格缺乏上涨催化剂,另一方面,其他宏观因素和黑客抛售 4200 万美元 ETH也助长了 ETH 价格的暴跌。
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截至发稿时,以太坊价格下跌 2.6%,至 2,284 美元,市值为 2740 亿美元。周五英伟达股价暴跌后,加密货币市场普遍崩盘。
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以太坊现货 ETF 市场的需求也在减弱,自推出以来,总流出量超过 5 亿美元。周五,由于市场需求减弱, VanEck 甚至决定关闭其以太坊期货 ETF 。
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有趣的是,分析师继续看好 ETH,认为这是暴风雨前的最后平静。. P1 l) {/ O! _! s" W- O, H8 H
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