
前以太坊核心开发者:过去1-2年已大幅减持ETH,且换仓资产远远跑赢了ETH

Odaily星球日报讯 前以太坊核心开发者 Eric Connor 于 X 回复 Bankless 创始人 David Hoffman 关于清仓 ETH 的动态表示:“我理解 David,毕竟 ETH 多年来相对于整个加密市场的表现,确实严重落后了……正如我之前提到的,过去 1-2 年里,我自己也已经大幅减持了 ETH,就结果来看,我换仓过去的所有资产,表现都远远跑赢了 ETH。坦白说,我甚至不认为 ETH 的弱势表现一定和什么‘根本性的错误’有关。我觉得很多人忽略了一点:ETH 早期那一轮上涨实在太猛烈了。在如此短的时间内,它制造出了数量庞大的百万富翁,而市场需要非常长的时间,才能消化掉这一批人的持续抛压。归根结底,在投资组合管理上,对单一币种搞‘极端主义’(maximalism)其实是件很愚蠢的事。市场不会撒谎,没有必要逆着市场去交易。”
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