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

鏈捕手

05/27

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）理論意味着，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，則意味着 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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