预测比特币15万美金、以太7千5百块美金 其实比特币和以太主力推动来自1.现货ETF 和 2. 企业战略存储策略尤其以比特币更为明显。 以太在几个周期,都有人说会取代比特币,但最终的证明是金是金,银是银,真金不怕红炉火,以太对比特币 ETH/BTC 的汇率,由大家心里头的平均mean 0.05 BTC,近年最低的0.018,最高峰时的0.119 (2017年),现在的0.0316. 这么多机构进场,波动会更少 ,下半年如降息两次,比特币不少机构的看法是能到15万美金左右,以mean reversion 均值回归,那作为老二的以太大概会是7.5千美金,会是较为合理的价格。 以太的生态是否能回到以前繁荣的情况,还有RWA是否真的能为以太带来流量,取决于链上的活动,即使Catherine Wood 木头姐也认为Solana 也会是不错的选项,当然还有一系列的美国制造公链,所以以太不是唯一的选择。 然而,这两只都应该包含在我们的投资组合里。 #Bitcoin #Ethereum
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