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Blockworks 分析师 Jake 回击「以太坊流动性护城河失守」论：ETH 仍握 DeFi 约 65% 的 TVL、RWA 约 45% 的链上管理份额，现货 ETF 与机构财库合计持有约 13% 供应量，另有约 36% 处于质押状态。 但他自己也承认了真正的漏洞：市值已是过去 12 个月 REV 的约 1100 倍，若只有储备资产溢价、没有收入回流，估值就始终悬着。锁仓锁的是供给，REV 才是需求——36% 质押、13% 进机构口袋，流通盘只会越来越薄，可链上收入没跟上，这两笔账迟早要一起算。 $BTC $ETH
Gallery 1
$ETH-6.60%
$BTC-4.96%
16:05 · 10/10/26·3.51K views·Posted on OKX Orbit
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