8 月 21 日,BitMine 董事长 Tom Lee 发文列出 17 只与加密货币相关性较高的大盘股(市值超 20 亿美元),供寻求加密敞口的股票投资者参考。其中,BMNR 与 ETH 相关性最高,达 80%,其次是 COIN(74%);MSTR 与 BTC 相关性最高,达 78%,其次为 COIN(74%)。Tom Lee 表示,预计本轮周期 ETH 将跑赢 BTC,驱动因素是代币化与 AI 应用,认为这一逻辑远比以往 ETH 跑赢周期的驱动因素更为重要。
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