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勇闯币圈(在线)
#特斯拉发布新一代Roadster，行情走高
ETF连续失血，贝莱德成“重灾区”
过去两周，以太坊现货ETF累计净流出超过8.85亿美元，自9月29日以来几乎连续失血。10月15日单日净流出6022万美元，其中贝莱德ETHA一家就占了4438万，接近四分之三。贝莱德五天流出约5亿美元，灰度ETHE同期流出1.01亿。
为什么ETH比BTC更“招人嫌”？核心在于叙事锚点的模糊。比特币有“数字黄金”这个共识标签，以太坊的估值逻辑却同时被智能合约竞争、L2对主链的价值稀释、质押收益率波动三重变量拉扯。宏观不确定时，机构优先砍ETH，逻辑自洽。
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