您的当前位置:首页 > 汇率 > Bitwise CEO: Those who hate Ethereum will eventually discover that the Joker is themselves 正文
时间:2025-05-29 16:35:00 来源:网络整理 编辑:汇率
AccordingtoTheBlock,BitwiseChiefInvestmentOfficerMattHouganstatedinamemosenttoclientsonTuesdaythat"n
According to The Block, Bitwise Chief Investment Officer Matt Hougan stated in a memo sent to clients on Tuesday that "no one likes Ethereum" in the current market because the ETH/BTC exchange rate has recently fallen below a three-year low. However, Matt Hougan believes that this actually provides a potential contrarian investment opportunity for the end of the year.
Despite the poor performance of the overall cryptocurrency market in the past six months, Bitcoin still rose 42% in 2024, Solana rose 27%, and Ethereum only rose 1% in comparison. Matt Hougan stated that the sentiment of the Ethereum community is very low, and the main issues causing this situation include the risk of the US election, intensified competition from Solana, token economy challenges, and poor performance of spot ETFs.
Although the United States approved an Ethereum spot ETF in July, Matt Hougan pointed out that the US Securities and Exchange Commission (SEC) still considers staking Ethereum as a security. If He Jinli wins the November election and continues the Biden administration's skepticism towards cryptocurrencies, Matt Hougan believes that Ethereum may continue to face regulatory challenges.
In addition, the performance of Ethereum spot ETFs, including Bitwise's ETHW fund, has also fallen short of expectations. The newly launched fund attracted a net inflow of $2.1 billion, but the Grayscale ETF (ETHE) experienced a net outflow of $2.8 billion, indicating that overall funds are still flowing out.
Matt Hougan also pointed out that the rise of emerging public chains such as Solana has made competition even more intense:
Nowadays, the bullish sentiment towards new chains such as Solana is very popular in the cryptocurrency circle, while the bearish sentiment towards Ethereum is gradually increasing due to the older technology and higher cost
Finally, Matt Hougan emphasized that Ethereum is focused on driving the growth of transaction volume on the Layer 2 network, which has led to the lowest revenue for the underlying chain in four years. Many people have also begun to question whether Ethereum has harmed the development of its underlying Layer 1 by excessively promoting the expansion of Layer 2.
Although these challenges have affected market sentiment and prices, Matt Hougan believes they have overlooked a very important point.
It's cool to hate Ethereum now. I bet it will eventually look foolish
Although both Ethereum and Solana are attempting to become "public computers" for decentralized applications, almost all of the applications that have truly achieved "breakthrough success" are dominated by Ethereum, have the most active developers and users, over half of stablecoins are issued on Ethereum, over 60% of DeFi assets are locked onto Ethereum, and Ethereum is still the preferred settlement layer for prediction platform Polymarket. In addition, BlackRock's on chain US bond funds with asset management scale exceeding $500 million and Nike's NFT platform are also based on Ethereum, and these achievements are difficult to ignore.
Matt Hougan said:
Ethereum is like Microsoft in the memory blockchain industry. Everyone is talking about Google, Slack, and Zoom, which makes sense because they bring transformative technologies. But Microsoft's scale still exceeds their total
Although he is not bearish on Solana or other emerging chains, Matt Hougan believes that too many people have overlooked the tremendous success that Ethereum has already achieved.
The challenges of Ethereum are not fatal, but its opportunities are full of potential. I believe that as we approach the November election and the clarity of relevant regulatory policies, the market may re evaluate Ethereum. From the current perspective, Ethereum looks like a potential contrarian investment opportunity before the end of the year, "he concluded.
比特币25年中国怎么买?靠谱的usdt交易所排行榜2025-05-29 16:35
艾多美怎么2025-05-29 16:25
比特币是什么材料 比特币是什么材料做成的2025-05-29 16:17
bch怎么挖2025-05-29 15:53
青岛十月一穿什么衣服-青岛十月一穿什么衣服合适2025-05-29 14:52
虚拟币近期行情2025-05-29 14:30
区块链移动钱包2025-05-29 14:27
海富通股票基金今日净值-海富通股票基金今日净值查询2025-05-29 14:15
招商证券怎么买股票-招商证券怎么买股票的2025-05-29 13:53
数字货币eos是什么 数字货币EOS是什么币2025-05-29 13:53
Coinbase and Paradigm are both participating! AI project Vana receives 25 million magnesium financing, pre mining activities underway2025-05-29 16:37
以太坊新提案旨在让节点运行更轻松、更便宜2025-05-29 16:25
其他债权投资的汇兑损益计入哪里2025-05-29 16:15
成都异地公积金贷款条件是什么?我在异地工作想买套房。2025-05-29 16:15
计提债权投资减值准备分录是什么2025-05-29 16:14
机构股票账户-机构股票账户有什么优势2025-05-29 16:14
未抵扣的进项税额作转出处理是什么意思2025-05-29 15:56
以太坊怎么玩2025-05-29 15:45
公积金贷款选择哪个银行好呢?需要考虑哪些方面?2025-05-29 15:32
trc20区块链浏览器查询_数字货币排行榜前十名_买各种币的软件2025-05-29 14:02