nft: Foreign media: Tom Lee expects Ethereum to outperform Bitcoin
U.Today
08-18 02:59
Ai Focus
Tom Lee states that Ethereum is likely to outperform Bitcoin in the coming years, with asset tokenization, stablecoins, and AI agents being seen as the main driving forces. BitMine revealed holding 5.8 million ETH.
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外媒称,Fundstrat 联合创始人 Tom Lee 近期再次表达对以太坊的乐观看法,认为未来几年 ETH 相对比特币仍有继续走强的空间。他把 ETH/BTC 比率视为观察加密市场结构变化的重要指标。

Lee押注新一轮需求来源

Lee表示,推动以太坊的下一轮力量,规模可能超过此前几轮加密周期。2017 至 2018 年的主线是 代币发行,2020 至 2021 年则是 NFT 和去中心化应用快速扩张。近一阶段,稳定币增长已成为以太坊及其他智能合约网络的重要活动来源。

他认为,未来几年更值得关注的是华尔街推动资产代币化,以及具备自主执行能力的 AI 代理开始使用区块链。这两类需求如果持续扩大,可能带来新的链上交易和结算活动。

ETH/BTC比率突破长期压制

截至报道发布时,ETH/BTC 比率报 0.02994,正在上破过去几年持续存在的长期下行趋势。Lee认为,这一比率不仅反映以太坊相对比特币的强弱,也能折射市场对智能合约网络需求的变化。

他此前还曾表示,以太坊有机会成为未来金融体系的结算层。若股票、债券、基金等现实世界资产更多转向链上发行和流转,以太坊基础设施的使用需求可能随之增加。

BitMine披露持仓规模

BitMine 8 月 17 日披露,公司持有 580 万枚 ETH,约占以太坊 1.207 亿枚总供应量的 4.8%。按每枚 ETH 1893 美元计算,这部分持仓价值约为 110 亿美元。

公司还表示,在此前一周内又增持了 9926 枚 ETH。该披露为市场提供了一个机构持仓侧面的参考,也让外界更关注大型资金对以太坊中长期定位的判断。

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