ChainCatcher 消息，加密情绪平台 Santiment 发文分析称，以太坊正面评论与负面评论的比例已从四月下旬的强烈 FOMO 情绪转变为如今明显的 FUD 情绪。哈佛大学在买入 8700 万美元以太坊 ETF 一个季度后将其全部清仓；以太坊基金会的研究人员宣布辞职；以及 David Hoffman 公开表示退出以太坊项目。Santiment 团队将这种趋势解读为温和看涨的信号，与 2023 年中期市场情绪低谷后出现的大幅上涨类似。
尽管存在恐慌情绪，以太坊的非空钱包数量仍高达 1.9292 亿个，是比特币约 5900 万个的三倍多。年初 DeFi 和质押交易的活跃度一度飙升，此后趋于正常，但新钱包的创建依然保持着健康的增速。持有者和活跃度等基础数据并不支持“以太坊网络正在消亡”的说法。此外，比特币多空比高达 2.23，创下 2026 年以来的最高水平。此前两个多空比最高日均出现短期价格回调，而极低的空空比则标志着局部底部。当前的乐观情绪与 ETF 的空头资金流向形成鲜明对比，因此需要保持谨慎。
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