JPMorgan Chase, Fidelity Disagreement on "Ethereum Shanghai Upgrade's Impact on ETH Price"

Odaily星球日报讯 对于以太坊区块链即将进行的上海升级,摩根大通和富达的报告显示了对ETH价格影响的不同看法。 摩根大通分析师在最近的一份报告中表示,他们预计ETH可能会面临“一些抛售压力”,因为升级后验证者可以获得价值超过100万枚ETH的质押奖励。分析师表示:“如果属于陷入困境实体的质押ETH余额增加潜在的额外抛售压力,那么未来几周的抛售压力可能会更大。”他们补充说,预计未来几周ETH的表现将逊于BTC。 而根据Fidelity Digital Assets研究人员的说法,上海升级的影响更为微妙。首先,与能源密集型工作量证明系统相比,权益证明下验证者的运营费用要低得多。在最近的反弹让大约一半的资金投入之前,大多数质押ETH头寸都处于亏损状态。Fidelity认为,另一个问题是流动性质押代币和质押服务提供商。这些代币允许人们参与质押,同时也能够使用或出售它们。Fidelity分析师指出,三分之一的质押ETH已经通过这些流动性抵押代币流动起来,这意味着持有者已经能够在升级前退出。(The Block)
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