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小兔吃菠萝
ETH整体跟随主流市场震荡，表现上比高Beta山寨更抗压，但也还没形成很强的向上驱动。以太坊的核心逻辑依旧是链上资产、稳定币、DeFi和机构化应用，不过资金会盯着ETF流向、网络活跃度以及生态资金回流情况。近期比特币现货ETF出现明显净流出，风险偏好受到扰动，ETH也难完全摆脱大盘影响。短线更像是等待宏观情绪和资金面给出新的方向。$ETH
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