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Bankless 創始人談清倉 ETH:仍然看好以太坊網絡,但 ETH 很難被市場重新定價

2026-05-27 10:23:15

ChainCatcher 消息,Bankless 創始人 David Hoffman 於 X 發文解釋了自己清倉 ETH 的原因。

Hoffman 寫道:"我對以太坊網絡以及整個生態系統依然極度看好 ------ 以太坊在架構設計上,本就是為了最大化其應用、L2 與生態系統的成功概率而存在的。'胖應用'(fat-app)理論意味著,以太坊上的應用能夠拿走絕大部分手續費收入;而'以 Rollup 為中心'的路線圖,則意味著 L2 可以獲得高達 97% 的利潤率。

但對於 ETH 這個資產本身,我越來越難看到它在結構性層面會被市場重新定價(rerate)------無論是向上還是向下。所以,我賣出 ETH,並不是因為我看空 ETH,而是因為我認為'ETH is Money'(ETH 即貨幣)這一敘事已經基本演繹完成了。我希望將自己的資金配置到市場中其他我所看到的機會之上。"

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