Coinbase 分析师:市场整体对配置 ETH 的兴趣仍相对有限
Coinbase 分析师 David Duong 发推表示,在周四晚上写下这段话现在仍然适用:「ETH 的上涨主要是由技术面驱动,反映出大量错误的市场持仓、空头回补以及随后重新建仓的行为,因为 ETH 的价格在追赶 BTC 和 SOL 等同类资产。尽管如此,我们认为市场整体上对配置 ETH 的兴趣依然相对有限。」(Foresight News)
Coinbase 分析师 David Duong 发推表示,在周四晚上写下这段话现在仍然适用:「ETH 的上涨主要是由技术面驱动,反映出大量错误的市场持仓、空头回补以及随后重新建仓的行为,因为 ETH 的价格在追赶 BTC 和 SOL 等同类资产。尽管如此,我们认为市场整体上对配置 ETH 的兴趣依然相对有限。」(Foresight News)
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According to The Block, Franklin Templeton's digital asset analyst has released a report warning that the future of corporate crypto finance strategies is full of uncertainty and depends on several key factors. Although this model can create upward space through premium financing, asset appreciation, and pledge income, a negative feedback loop may trigger a "particularly dangerous" spiral decline. The report points out that currently, 135 listed companies have adopted the Bitcoin financial strategy, raising funds through tools such as equity and convertible bonds to hold encrypted assets. This model relies on the volatility of encrypted assets to enhance the option value of financial instruments such as convertible bonds, and can form a positive cycle when prices rise. But analysts warn that if the price to book ratio falls below 1, equity financing will turn into a dilution effect, forcing companies to sell assets to protect the market, thereby exacerbating the vicious cycle of currency price decline and investor confidence collapse. The report emphasizes that maintaining the price to book ratio premium, continuous appreciation trading, and the ability to cope with market fluctuations will be the key to the long-term survival of such enterprises. Analysts believe that although the current risks are more complex than those of Terra or Three Arrows Capital, a major pullback or long-term bear market could still trigger a catastrophic chain reaction.
Your day-ahead look for July 3, 2025
BlockBeats News: On July 3rd, according to Superchain Eco, Optimism Cluster currently holds 17600 ETH, all of which come from Superchain revenue. Among them, over 3300 ETH has been generated in revenue this year alone.
According to Money Today, South Korean payment company Danal has submitted 20 trademark applications related to Korean won stablecoins. This move is part of the company's broader plan to seize the opportunity in the expected rise of the stablecoin market in China. In response to potential regulatory developments in the future, Danal has submitted trademark applications for names including Pitch, PCIK, KRWD, KRWS, and PSC.