Odaily星球日报讯 QCP 发文称，比特币在美中贸易谈判重启的背景下一度突破 11 万美元，但由于缺乏实质性突破，市场热情迅速减退。与此同时，以太坊正悄然重获叙事主导地位，其隐含波动率上升、期权偏斜转向看涨，ETF 资金流入显著（上周 2.81 亿美元，昨日 5270 万美元），表明机构投资者兴趣回升。随着 GENIUS 法案在美国参议院推进、Circle IPO 讨论重启以及稳定币获得监管支持，以太坊作为代币化和结算基础设施的角色可能迎来结构性上行机会。
Odaily星球日报讯 QCP 发文称，比特币在美中贸易谈判重启的背景下一度突破 11 万美元，但由于缺乏实质性突破，市场热情迅速减退。与此同时，以太坊正悄然重获叙事主导地位，其隐含波动率上升、期权偏斜转向看涨，ETF 资金流入显著（上周 2.81 亿美元，昨日 5270 万美元），表明机构投资者兴趣回升。随着 GENIUS 法案在美国参议院推进、Circle IPO 讨论重启以及稳定币获得监管支持，以太坊作为代币化和结算基础设施的角色可能迎来结构性上行机会。
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