MechanismCapital联创：以太坊现货ETF不会推动币价上涨

资讯 2024-07-09 阅读:58 评论:0

加密风险投资公司 Mechanism Capital 联合创始人兼合伙人 Andrew Kang 在社交媒体发文表示，除非以太坊开发出一条令人信服的途径来改善其经济状况，否则以太坊价格不会因现货 ETF 的通过获得太大的上行...

加密风险投资公司 Mechanism Capital 联合创始人兼合伙人 Andrew Kang 在社交媒体发文表示，除非以太坊开发出一条令人信服的途径来改善其经济状况，否则以太坊价格不会因现货 ETF 的通过获得太大的上行空间。其预计以太坊现货 ETF 的资金流量会低于市场的普遍预期，因为 ETF 的批准令人意外，发行方没有太多时间说服大额持有者将其 ETH 转换为 ETF。另一方面，持有者转换 ETH 的吸引力较小，因为他们需要放弃质押或利用 ETH 作为 DeFi 抵押品的收益。此外，Andrew Kang 预计 ETH/BTC 将继续呈下降趋势，未来一年的比率将在 0.035 至 0.06 之间。尽管样本量很小，但市场确实看到 ETH/BTC 在每个周期中都创下更低的高点，因此这应该不足为奇。

In social media, Andrew Kang, the co-founder and partner of the encryption venture venture capital firm Machanism Capital, wrote that, unless a convincing way was developed to improve its economic situation in the Taiku, the ETH would not gain much up-to-date space with the spot ETF. Moreover, Andrew Kang expected that the ETH/BTC would continue to show a downward trend and that the ratio for the next year would be between 0.035 and 0.06. Despite the small size of the sample, the market did not find much time to convince large holders to convert the ETH to ETF. On the other hand, it was less attractive for the holders to convert ETH because they needed to give up pledge or use ETH as a DeFi collateral, which should not be surprising.

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