渣打银行：以太坊处于中年危机，技术升级未能吸引广泛受众

2025-03-25 06:38:27

渣打银行：以太坊陷"中年危机" SOL代币生态强势崛起投资者需警惕三大风险

3月25日，据英国《金融时报》专题报道，渣打银行数字资产研究主管Geoff Kendrick发表重磅观点，指出以太坊(ETH)正面临"中年危机"困境。该平台虽持续进行技术升级（包括即将到来的Dencun升级），但在提升主流用户吸引力方面进展缓慢。值得关注的是，ETH价格在过去90天内暴跌40%，而同期特朗普(Donald Trump)发行的MAGA代币和阿根廷总统米莱(Javier Milei)支持的Liberty代币均选择Solana(SOL)作为底层区块链，这进一步凸显了以太坊在明星项目争夺战中的颓势。

市场分析师集体看衰：以太坊叙事乏力 ETF资金外流加剧

Kaiko首席研究分析师Adam McCarthy在报告中尖锐指出："相比比特币明确的'数字黄金'定位，以太坊缺乏具有说服力的核心叙事。"数据显示，以太坊现货ETF的资金净流入持续低迷，1-3月机构资金配置比例仅为比特币产品的7%，反映出传统金融机构对其价值认可度有限。更令人担忧的是，DeFiLlama统计显示，Solana链上DEX交易量占比已从去年同期的3%飙升至22%，正在快速蚕食以太坊的市场份额。

对投资者的三重影响分析：

1. 配置风险加剧：机构资金偏好转变可能导致ETH持续承压

2. 技术替代风险：新兴公链在性能与费用方面的优势或引发生态迁移

3. 叙事真空风险：缺乏明确价值定位将削弱长期持有信心

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渣打银行：以太坊处于中年危机，技术升级未能吸引广泛受众

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