您的当前位置:首页 > 商业 > Bitwise CEO: Those who hate Ethereum will eventually discover that the Joker is themselves 正文
时间:2025-06-12 07:43:28 来源:网络整理 编辑:商业
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.
门罗币怎么挖2025-06-12 07:52
外币如何入账2025-06-12 07:30
跨越青春潮流与未来科技:FansHood「校园之星」携手 Web 3.0 之旅,共襄 TON 生态建设者大会2025-06-12 06:49
巨鲸在Hyperliquid平台调整BTC空单仓位至1000枚2025-06-12 06:25
实用靠谱币圈都在用地址是什么?小白使用币圈都在用地址交易量排名2025-06-12 06:21
Coinbase成为首个提供24/7比特币以太坊期货交易的合规平台2025-06-12 06:05
以太坊轻量级钱包2025-06-12 05:59
拍拍贷可以循环贷吗?想要了解一下拍拍贷的情况。2025-06-12 05:56
区块链怎么学2025-06-12 05:53
史上最贵股票2025-06-12 05:33
51信用管家人品贷中的人品是什么意思?2025-06-12 07:50
ltc交易平台2025-06-12 07:42
大賭特賭!dYdX 宣布將為預測市場引入槓桿交易2025-06-12 07:22
国外正规交易平台2025-06-12 07:13
一文读懂 STEPN GO:创新设计与经济模型深度解析,探索跑鞋二代破圈机会2025-06-12 07:00
比特币怎么做空2025-06-12 06:17
火币app充值2025-06-12 06:14
九秒贷周末可以放款吗?九秒贷周末能审核吗?2025-06-12 06:13
库神钱包多少钱一个2025-06-12 05:37
地产b股票2025-06-12 05:35