2026-01-06 13:00:50

#以太坊大户持仓变化 $ETH 突破3200美元，$BTC 延续强势，$BNB 紧随其后。Ethereum's recent rally is backed by the gradual maturity of ZK-EVM technology, with network upgrades leading to a sharp increase in activity, and institutional funds continuously flowing into spot ETFs. However, this optimism faces tests—global central bank policies have diverged, with the Federal Reserve maintaining a neutral interest rate range, and the US Treasury yield curve showing signs of steepening. Analysts are cautious: inflation remains sticky, the expectation of two rate cuts within the year is overly optimistic, and the risk of downward pressure on corporate profits is emerging, potentially leading to significant market volatility. Innovation vs. macro risks, what’s your view?

ETH0.73%

BTC-0.2%

BNB1.13%

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SellTheBounce

· 01-09 12:27

Sell on rebound, and this time is no exception. No matter how advanced the technology is, it can't withstand the macroeconomic sword.

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WalletDoomsDay

· 01-09 07:21

Wait, did 3200 really break through? I'm still debating whether to chase or not. Now they're saying macro risks are coming... Is this wave truly a technological innovation salvation or are the central bank policies going to dump the market?

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BlockchainFoodie

· 01-08 19:10

ngl the zk-evm recipe is finally getting the right ingredients, but tbh serving it to institutions while the fed's playing with the temperature dial feels risky... like yeah the tech is chef's kiss but macro is about to flip the plate over fr

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just_another_wallet

· 01-08 02:48

Are institutions really entering the market? It feels like a bunch of positive news, but the central bank is still causing trouble, which seems a bit fake.

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NeonCollector

· 01-06 13:30

It's already at $3,200. Institutions are really throwing money around, but to be honest, the macro side still feels a bit uncertain.

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WhaleWatcher

· 01-06 13:22

Institutions are rushing into spot ETFs, but the US Treasury yield curve is steep... Is this rally genuinely going up, or is it another "trap" to lure buyers?

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LootboxPhobia

· 01-06 13:17

It's already at 3200, and people are still calling for a bottom? I think this wave might just be institutions accumulating, and there's a high chance of further adjustments in the next few months.

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GateUser-74b10196

· 01-06 13:08

$3,200 this move is a bit quick, feels like institutions are bottom-fishing and laying low.

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VitaliksTwin

· 01-06 13:01

The 3200 level feels a bit shaky, ZK hype has been overblown.

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