伊朗战争推动以太坊逆势上涨,Tom Lee建议抛售黄金买入加密货币

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Gate News 消息,自2月底美以对伊朗发动战争以来,以太坊价格表现出色,跑赢标普500指数及多项全球主要资产指数。Fundstrat Global Advisors研究主管兼Bitmine Immersion Technologies董事长Tom Lee在近日发布的视频中指出,目前是抛售黄金、投资加密货币的合适时机。

尽管自去年10月以来,加密货币整体缩水近一半,比特币下跌约45%,以太坊跌幅接近60%,多数热门模因币跌超90%,以太坊自战争爆发后表现却逆势走高。Fundstrat数据显示,以太坊自战争以来相对于标普500上涨了17%,超过黄金、房地产、MSCI世界能源指数及主要科技股指数的表现。

Tom Lee认为,以太坊作为战时价值储存手段,比黄金更具抗风险性。他强调,尽管中东局势依然存在不确定性,虚假信息频出,投资者需要谨慎,但长期来看,以太坊仍具潜力。他预计以太币最终可能达到25万美元。Bitmine近期增持了1.33亿美元ETH,目前其持有ETH总价值已超过90亿美元。

多家机构也持乐观态度,包括全球资产管理巨头贝莱德,其管理的14万亿美元资产中部分已投资以太坊ETF。机构投资者认为,以太坊作为代币化核心技术,有助于降低投资门槛。CEX高级研究员Tim Sun表示,协议层面进展仍在继续,市场折价更多反映投资者情绪变化,而非对以太坊核心理念的否定。

目前,以太坊价格维持在2000美元附近震荡,但随着机构和大型投资者加仓,以及战争相关市场避险需求提升,市场对以太坊的关注度持续增长,短期或形成潜在反弹机会。

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