Erik Voorhees: Consenso di Wall Street e tre fattori che guidano lo scenario rialzista di Ethereum
By: theblockbeats.news|2025/12/12 13:15:57
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BlockBeats News, 12 dicembre, il fondatore di Liquid Capital (precedentemente LD Capital), Yi Lihua, ha pubblicato sui social media un'analisi esprimendo un sentiment rialzista incrollabile su Ethereum. Le ragioni sono le seguenti:
1. Rafforzamento del consenso di Wall Street: Con la recente dichiarazione del presidente della SEC sulla "migrazione finanziaria verso la blockchain", le élite politiche ed economiche statunitensi stanno unendo le forze per promuovere la tokenizzazione del debito USA, con Ethereum come infrastruttura centrale.
2. L'aggiornamento Fusaka ridefinisce il valore: Le commissioni Blob sono aumentate vertiginosamente, bruciando oltre 1500 ETH in un solo giorno, pari al 98%. La prosperità dei L2 sta premiando fortemente la mainnet, con una deflazione imminente.
3. Pulizia tecnica estrema: La leva speculativa è scesa a un minimo storico del 4%, con le riserve sui CEX solo al 10%. Il cambio ETH/BTC si muove lateralmente, resistente alla pressione ribassista, con le posizioni short esaurite e un potenziale short squeeze in arrivo. In un ciclo di taglio dei tassi, i fondi stanno ruotando da BTC verso ETH, che possiede un valore pratico.
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