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方鸣.带单版
以太坊现在这是它最难受的阶段。爆仓榜上它连续三天是最大单笔的标的，昨天的697万，前天的477万，每一次都是多头被打掉，说明这个位置堆了太多赌反弹的杠杆。技术面上2350已经失守，下一个支撑在2250，破了就是2100。基本面上倒是有一条暖新闻，AI代理参与了Glamsterdam分叉的救援工作，这个细节挺有意思，说明以太坊的开发流程已经开始用AI辅助，但技术进展救不了短期价格。以太坊现在缺的不是叙事，是资金，只要ETF还在流出，它就跑不赢大饼。
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