交易员Eugene:加密储备热潮是大规模山寨牛市的最后机会,当前接近顶部但尚未结束

Blockbeats
Aug 04, 2025

BlockBeats 消息,8 月 4 日,交易员 Eugene Ng Ah Sio 在个人频道发文表示,对 DAT“Decentralized Asset Trusts(去中心化资产信托)”热潮持谨慎乐观态度,这波热潮接近顶部但尚未结束,这可能是山寨代币借助全球资本迎来大规模牛市的最后机会。

现在很明显,大多数资本要么无法、要么不愿意通过直接购买代币跨越加密货币领域这条鸿沟。当前的 DAT 是山寨币 ETF 的次优(但相似)复制品。我们尚未真正看到 DAT 推动大量资金流入某个山寨币的案例,但我认为鉴于传统金融对以太坊的热情,这种可能性相当大。理论上这些资金流入应该会让其他加密原生项目的表现相形见绌,但市场对此仍未充分重视。虽然认为 DAT 可能接近顶部,但最大的疯狂事件尚未发生。

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