Odaily星球日报讯 Farside Investors 数据显示，本周美国以太坊现货 ETF 累计净流入 1.048 亿美元。

美国以太坊现货ETF本周累计净流入1.048亿美元

Odaily Odaily reported that Farside Investors data showed that the US Ethereum spot ETF had a cumulative net inflow of US$104.8 million this week.

The U.S. Ethereum spot ETF had a cumulative net inflow of $104.8 million this week.

According to Farside Investors' monitoring, as of the time of writing, the data for the US spot Bitcoin ETF and spot Ethereum ETF (August 9) is as follows: Spot Bitcoin ETF: GBTC net outflow of $77 million; BITB net outflow of $18.1 million; BTC net inflow of $15.6 million. Spot Ethereum ETF: ETHE net outflow of $41.7 million; ETH net inflow of $2.4 million.

Yesterday, GBTC had a net outflow of $77 million, and ETHE had a net outflow of $41.7 million.

I may be criticized for saying this, but I will still say it...
Therefore, if you purchased a $ETH spot ETF at launch, your current loss is approximately 25%.
I believe that, fundamentally, its valuation is still too high.
My contrarian view, please hear me out
[Destruction]
1) The value of $ETH comes from two key factors:
- Scarcity, similar to Bitcoin
- The potential for future returns.
However, the post-merger Ethereum network has introduced some concerning developments that call these value drivers into question.
2) First...

Is ETH overvalued?

QCP Capital pointed out that the liquidity situation of ETH relative to BTC has undergone a fundamental change. While BTC is becoming more integrated into the mainstream macroeconomic capital market, ETH is becoming increasingly marginalized. This development may be due to the lack of interest in ETH spot ETFs compared to BTC spot ETFs. BTC as a digital gold is an attractive story for investors, while ETH lacks such a story. This is not necessarily negative for the price of ETH. As a more speculative and volatile asset, exponential...