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小余明
当前$ETH 的基准方向仍偏向空头,但做空的“舒适区”已经过去。 三重抛压(ETF、巨鲸、升级推迟)是结构性的,不会因为一天的超卖读数而消失;但RSI贴近30、价格压在布林下轨、质押锁仓占比33%,意味着在这个位置裸空需要承担较高的反抽风险。更合理的框架是:以$2,385作为空头逻辑是否仍然有效的分界线——之下维持偏空思路,之上则需承认卖压叙事已被阶段性打破。至于多头,在$2,385被收复之前,更接近“左侧博弈超卖反弹”,而非趋势性做多的确认窗口。
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