ChainCatcher 消息，Bankless 联创 David Hoffman 在 X 平台发文表示，在清仓 ETH 后，立即将约 50% 资金买入了 VVV、NEAR、ZEC、HYPE；剩余的 50% 资金作为现金储备逐步入场定投，并已全部用于买入 LIT。
5 月 21 日，Bankless 联合创始人 David Hoffman 表示已清仓全部 ETH。随后发文详细解释清仓以太坊现货的原因，强调这一决定并非心血来潮。
David 表示“ETH 是货币”的宏大叙事并未失败，而是已被充分定价并演绎到了它应有的结局——以太坊网络获得了与当前成就相匹配的估值，但 ETH 资产本身已不太可能被市场重新定价，无论是向上还是向下。他仍极度看好以太坊网络，认为生态将异常繁荣，只是这些成功仅有极少部分会继续反映在 ETH 的价格上。
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.