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星辰大海➠
以太坊这四周的资金面一路往外走。ETH 的 ETF 连撤四周，本周又走了 2.2 亿美元。
钱没消失，是挪去了比特币。ETH/BTC 比价一路往下压，以太坊成了换仓的提款机。
供给这头还在加，质押解锁一批批放出来，能卖的筹码变多，接盘的理由没变多。
链上收入也没跟上，DeFi 这轮没跑出爆款，手续费收不上来。
所以我不接。ETF 资金没转正之前，跌下去看着便宜，下面其实没支撑。等资金流转正再谈抄底。
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