Andrew Kang:采用ETH财库策略的公司和以太坊ETF殊途同归

Odaily
Jun 12, 2025

Odaily星球日报讯 Mechanism Capital 合伙人 Andrew Kang 在 X 平台发文表示,采用 ETH 财库策略的公司未来发展方式可能与以太坊交易所交易基金(ETH ETF)一样,需求预期远高于现实,预计到明年大多数资产净值将大幅折价。Andrew Kang 还转发了他在 2024 年 6 月发布的以太坊 ETF 影响分析,其中指出除非以太坊开发出一条令人信服的途径来改善其经济状况,否则很难被看多。

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