ChainCatcher 消息,Bitmine 董事长 Tom Lee 在 X 平台表示,尽管市场整体仍存较强怀疑情绪,但越来越多迹象显示本轮市场“底部已现”。在不确定性较高的环境下,投资者可重点关注自伊朗冲突以来表现领先的资产,其中以以太坊相关标的居首,其次为比特币相关资产。
具体来看,Tom Lee 将以太坊及相关资产(如 ETHA、BMNR)列为首选,同时看好比特币及其 ETF(如 IBIT),他此前亦强调,以太坊在地缘冲突期间表现出相对强势,成为市场韧性的“风向标”。
整体而言,Tom Lee 认为加密货币已被证明是“战时价值储存手段”,市场已逐步消化负面因素,风险资产具备进一步反弹基础,但前提仍取决于宏观与地缘局势的持续稳定。
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