江卓尔:ETF 资金相对流入更强,或成本轮 ETH 涨幅跑赢 BTC 的原因之一

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ChainCatcher 消息,莱比特矿池创始人江卓尔发文表示,上周比特币和以太坊现货 ETF 分别录得约 19.2 亿美元和 7 亿美元资金流入,以太坊 ETF 流入规模约为比特币的 36.4%。与此同时,ETH 总市值目前约为 BTC 的 18.8%,其 ETF 资金流入占比明显高于两者市值比例。

江卓尔表示,更强的相对资金流入可能是近期 ETH 涨幅跑赢 BTC 的因素之一,本轮 ETH 最大涨幅约 35.9%,高于 BTC 的 26.6%。此外,随着美国推动加密市场结构立法及资产代币化,RWA 发展可能进一步提升市场对智能合约公链的关注。

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