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Zoe Shen
#软银重金押注OpenAI，Q2财报能否交出亮眼成绩？ 一句话总结： ETH已跌破200日均线和多个中期趋势标记，技术面空头主导；Glamsterdam推迟与ETF连续六周净流出构成基本面压制；衍生品端散户多头极度拥挤而大资金未跟进，是当前结构中最脆弱的一环。短期以防守和等待验证信号为主，而非在超卖区博弈反转。 关键的右侧观察点在上方2,137.94 → 2,300–2,323，下方的风险加速点在2,029 → 1,950。
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