JAN3和Staunch Bitcoin支持者的首席執行官Samson Mow通過對以太坊價格的新批判性分析使市場陷入困境

通過X上的帖子，MOW聲稱，第二大加密貨幣以太坊“被指數高估”

Samson Mow, the CEO of JAN3 and a fervent Bitcoin (BTC) proponent, has sparked debate in the crypto sphere with his critical take on Ethereum's (ETH) price. In a recent X post, Mow asserted that the second-largest cryptocurrency is "exponentially overvalued."

JAN3首席執行官和熱心的比特幣（BTC）支持者Samson Mow以他對以太坊（ETH）價格的批判性看法引發了加密貨幣領域的辯論。在最近的X帖子中，MOW斷言，第二大加密貨幣“成倍值得高估”。

This statement follows Bitcoin's impressive recovery from the Black Monday crash, a factor that Mow highlighted in comparing the top two cryptocurrencies. He further pointed out the widening gap in profitability and valuation between Bitcoin and Ethereum.

該聲明是在比特幣從黑色星期一崩潰中恢復了令人印象深刻的恢復，這一因素在比較前兩名加密貨幣時強調了這一因素。他進一步指出，比特幣和以太坊之間的盈利能力和估值差距擴大。

"Bitcoin is now trading at $82,000, up 270% since August 2022, while Ethereum is still floundering around $1,500, nearly the same price as in 2022," Mow noted.

莫夫指出：“比特幣現在的交易價格為82,000美元，自2022年8月以來增長了270％，而以太坊仍在掙扎約1,500美元左右，幾乎與2022年的價格幾乎相同。”

This stark difference in price performance is what Mow used to argue that Ethereum's valuation does not align with its fundamentals, especially considering Bitcoin's supply dynamics.

MOW用來認為以太坊的估值與其基本面不符，尤其是考慮到比特幣的供應動力學不一致，因此價格績效上的這種嚴重的差異。

"With a capped supply of 21 million coins, Bitcoin's scarcity is a key aspect of its value proposition. In contrast, Ethereum has a circulating supply of 122 million tokens, with 72 million premined at launch," Mow explained.

Mow解釋說：“由於供應2100萬個硬幣，比特幣的稀缺性是其價值主張的關鍵方面。相比之下，以太坊的供應量為1.22億代幣，並在發射時有7200萬個代幣。”

This practice of premining has been the subject of criticism from crypto purists, who prefer Bitcoin's design with no premining and a fixed supply.

這種預期的做法一直是加密詩人的批評，他們更喜歡比特幣的設計，而沒有預先供應和固定供應。

"If Ethereum had a supply closer to Bitcoin's 21 million, it would be worth around $9,300 right now," Mow added. "So some people are paying $9.3k per unit of something that’s 60% printed from thin air."

莫夫補充說：“如果以太坊的供應量更接近比特幣的2100萬美元，那麼現在價值約9,300美元。” “因此，有些人每單位要支付9.3萬美元的價格，這些東西是從稀薄的空氣中印刷的60％。”

This isn't the first time Mow has contributed to the Bitcoin vs. Ethereum debate. Previously, he urged investors to abandon Ethereum and invest in Bitcoin instead, predicting dire outcomes for ETH holders.

這不是MOW首次為比特幣與以太坊辯論做出貢獻。此前，他敦促投資者放棄以太坊並投資比特幣，預測ETH持有人的可怕成果。

Moreover, Bitcoin's profitability has been far better than Ethereum's in the past two years, a point that maximalists often cite in their arguments. These criticisms also highlight the sentimental divide between Bitcoin maximalists, who prefer Bitcoin's original design and maximalist philosophy, and Ethereum supporters, who value the smart contract platform's utility and potential for scaling.

此外，比特幣的盈利能力比過去兩年中的以太坊要好得多，這一觀點通常是在他們的論點中引用的。這些批評還強調了比特幣最大化主義者之間的情感鴻溝，他們更喜歡比特幣的原始設計和最大主義哲學，以及以太坊支持者，他們重視智能合同平台的實用性和擴展潛力。