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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