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小兔吃菠萝
ETH日内回调明显，盘中跌破关键心理位后反复拉扯，市场对主链资产的风险偏好暂时在降温。近期Blast因收入难覆盖成本宣布关闭，也让市场再度审视L2生态的商业化能力和真实用户留存。不过ETH本身的核心逻辑仍是稳定币、RWA、DeFi和机构配置，短线波动更多受大盘流动性影响。接下来要看链上活跃和ETF相关资金是否能给情绪带来支撑。$ETH
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