Ethlabs researcher claims ETH still lacks a clear value narrative
Odaily Planet Daily News: Former Ethereum Foundation researcher and Ethlabs member Ansgar Dietrichs said on Laura Shin's Unchained podcast that after ETH failed to break through $5,000 in five years, it still lacks a clear value narrative. Ethlabs was established on June 22 and is founded by five former Ethereum Foundation researchers, with support from Bitmine, Sharplink, and Consensys founder Joe Lubin.
On-chain analysis company Cryptoquant stated that currently over 32% of ETH's supply, approximately 39.5 million ETH, is staked, while exchange balances continue to decline. The company also noted that Ethereum's daily active addresses and smart contract activity have hit records, but ETH's price has fallen more than 50% from its high point in this cycle.
Odaily星球日報訊 加密市場正陷入多空力量拉鋸:一方面,數位資產分析師仍持看漲態度;另一方面,投機性市場整體轉向防禦,風險偏好持續承壓。比特幣一度跌破 8 萬美元,為近一個月來首次。受美股 AI 板塊拋售拖累,風險資產普遍回落,加密市場此前試圖重建的看漲情緒再度受挫。STS Digital 美國區負責人 Jeff Anderson 表示,通膨數據將「嚴重打擊風險偏好」,而市場正進入聯準會(Fed)議息會議前的靜默期,利率預期仍充滿不確定性。Derive.xyz 創辦人 Nick Forster 表示,過去 24 小時內,市場定價的比特幣聖誕節前漲至 10 萬美元的機率下降 2.8 個百分點至 9.7%。他指出,長期看漲押注迅速撤退、短期對沖需求激增,表明機構參與者正隨著利率前景再度變得模糊而迅速重新評估宏觀風險敞口。(彭博社)