Bankless创始人谈清仓ETH：仍然看好以太坊网络，但ETH很难被市场重新定价
Odaily星球日报讯 Bankless 创始人 David Hoffman 于 X 发文解释了自己清仓 ETH 的原因。
Hoffman 写道：“我对以太坊网络以及整个生态系统依然极度看好 —— 以太坊在架构设计上，本就是为了最大化其应用、L2 与生态系统的成功概率而存在的。‘胖应用’（fat-app）理论意味着，以太坊上的应用能够拿走绝大部分手续费收入；而‘以 Rollup 为中心’的路线图，则意味着 L2 可以获得高达 97% 的利润率。但对于 ETH 这个资产本身，我越来越难看到它在结构性层面会被市场重新定价（rerate）——无论是向上还是向下。所以，我卖出 ETH，并不是因为我看空 ETH，而是因为我认为‘ETH is Money’（ETH 即货币）这一叙事已经基本演绎完成了。我希望将自己的资金配置到市场中其他我所看到的机会之上。”
Disclaimer: OKX Orbit content is provided for informational purposes only. Learn more
Replies
Related Flash News
HypeStrat leads crypto treasury companies with over $1 billion in unrealized profits, while BitMine ranks at the bottom with a floating loss of over $8 billion
Analyst: ETH still faces downward pressure, with $1800 as a key support level
Analysis: Ethereum is under pressure at the $1,800 support level, with ETF outflows and rising leverage increasing downside risk
Analysis: Demand for crypto ETF exposure is divergent, BTC has cooled significantly, and HYPE has recorded capital inflows
Arbitrum Foundation has submitted a funding application, with a proposed $43.5 million in support
Coinbase L2 Base Azul has officially launched, aiming to achieve withdrawals within one day
Bitcoin and Ethereum options expiration data analysis
Analyst: Bitcoin is almost 'falling with nowhere left to fall,' attention is on whether funds can flow back again
Hong Kong's Hashkey Exchange launched ondo OTC over-the-counter trading services
Superfortune: The attack involved the private key of the signer, not address poisoning, not internal personnel
Trending crypto
