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小兔吃菠萝
ETH今天表现偏弱，盘中冲高后回落，反映出资金对主流资产的态度开始谨慎。以太坊的长期叙事依旧围绕稳定币、RWA、二层网络和链上金融基础设施，近期传统支付机构推进稳定币整合，也继续强化了这条主线。但短线行情更看BTC能否企稳、现货资金是否回流，以及链上活跃度能否改善。现在ETH并非没有故事，而是市场暂时不愿给高估值叙事更多溢价。若成交放大并重新站稳日内强势区，情绪才可能改善。$ETH
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