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截至今天,過去 11 個月有效聯邦基金利率與以太坊綜合質押利率之間的利差一直為負
Institutions might prefer Ethereum ETFs over DeFi staking, analyst says
分析師表示,與 DeFi 質押相比,機構可能更喜歡以太坊 ETF
A shift in the interest rate environment and rising network fees on Ethereum (CRYPTO: ETH) could boost the value of the cryptocurrency in 2025, making crypto investments more attractive than traditional investments, according to a recent report by institutional brokerage firm FalconX.
根據機構經紀公司FalconX 最近的報告,利率環境的轉變和以太坊(加密貨幣:ETH)網路費用的上漲可能會在2025 年提升加密貨幣的價值,使加密貨幣投資比傳統投資更具吸引力。
The spread between the Effective Fed Funds Rate and the Ethereum Composite Staking Rate has been negative for the past 11 months, making traditional investments a safe haven for investors. However, as the Federal Reserve is expected to continue cutting rates in 2025, this spread could narrow, according to the report.
過去 11 個月,有效聯邦基金利率和以太坊綜合質押利率之間的利差一直為負,這使得傳統投資成為投資者的避風港。然而,報告稱,由於預計聯準會將在 2025 年繼續降息,這一利差可能會縮小。
Data from the CME FedWatch tool shows that 85% of traders believe the Fed funds rate will drop to 3.75% in Q1 of next year and then 3.5% by the end of the second quarter.
CME FedWatch工具的數據顯示,85%的交易者認為聯邦基金利率將在明年第一季降至3.75%,然後在第二季末降至3.5%。
Lower interest rates will lead to reduced yields on conventional assets such as Treasury bonds, prompting investors to explore other investments, the report said. The Ethereum DeFi sector could witness massive adoption if staking rates outpace interest rates in 2025, according to David Lawant, Head of Research at FalconX. Currently, staking rates hover around 3.17% per data from Stakingrewards.com.
報告稱,較低的利率將導致國債等傳統資產的收益率下降,促使投資者探索其他投資。 FalconX 研究主管 David Lawant 表示,如果 2025 年質押率超過利率,以太坊 DeFi 領域可能會大規模採用。根據 Stakerewards.com 的數據,目前質押率徘徊在 3.17% 左右。
Moreover, Lawant expects network/transaction fees on Ethereum to start rising in October due to increased blockchain activity as crypto users prepare for the historical bull period (October to March). If fees increase, validators’ revenue will grow, thus boosting yields for stakers.
此外,Lavant 預計,隨著加密貨幣用戶為歷史牛市時期(10 月至 3 月)做準備,區塊鏈活動增加,以太坊的網路/交易費用將從 10 月開始上漲。如果費用增加,驗證者的收入將會增加,進而提高質押者的收益。
On the other hand, CryptoSlate recently reported, citing data from Glassnode, that Ethereum realized losses have hit a 14-month high as the cryptocurrency continues to trade below key resistance levels.
另一方面,CryptoSlate 最近引述 Glassnode 的數據報道稱,隨著加密貨幣繼續低於關鍵阻力位,以太坊實現的損失已達到 14 個月高點。
Investors Will Opt for Ethereum ETFs, Analyst Claims: In the meantime, investors may opt to invest in recently approved Ethereum spot ETFs rather than staking on DeFi protocols, according to crypto expert Jamie Coutts.
分析師稱,投資者將選擇以太幣 ETF:加密貨幣專家 Jamie Coutts 表示,與此同時,投資者可能會選擇投資最近批准的以太坊現貨 ETF,而不是投資 DeFi 協議。
He argues that most traditional investors will likely prefer injecting funds into regulated products in this bull run. Earlier this year, the US Securities and Exchange Commission gave the green to eight Ethereum spot ETFs, allowing American investors to get exposure to ETH without holding or staking the token.
他認為,在這次多頭市場中,大多數傳統投資者可能更願意將資金注入受監管的產品。今年早些時候,美國證券交易委員會批准了 8 隻以太坊現貨 ETF,允許美國投資者在不持有或質押該代幣的情況下獲得 ETH 投資。
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