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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。
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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。( Z! A- C' p" g! ]
VanEck 的 Matthew Sigel 回应对以太坊的批评
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VanEck 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
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) P0 \0 X( e% L# D' a& c5 Y强调了“货币性”对于以太坊和 Solana等第1 层区块链的重要性。2 w# h2 G7 l3 T3 z/ 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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VanEck 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
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了区块链面临的一些挑战。
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) v$ M9 I, t) q+ S: h6 t8 f# P9 R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
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( z; p8 n4 Y+ Y$ P# m" y5 z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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Sigel 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。2 [, E H% r9 M! Q0 `9 \; N
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$ [1 ]% ^7 L1 h* [/ fETH 价格面临看跌情绪0 ^) C! [6 J8 |" u" I }% j! j
( ]1 Z7 O0 r& P* k6 G* l1 k9 Q& Z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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. y- \2 Q r9 m9 V3 C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 。! I* }* p; b1 ^4 U" d
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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。- X1 m9 W) ?) _1 Z
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