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以太坊 (ETH) 价格在 2,700 美元水平遭到强烈拒绝后,从 10 月 20 日到 10 月 23 日下跌了 9.6%。这一举措抹去了前10天的涨幅
Ether ( ETH ) prices fell 9.6% over two days last week as a recent rally stalled at the $2,700 resistance level. This move erased the gains of the previous 10 days, and as Ether now stabilizes near $2,500, its 30-day performance remains negative, down by 6%.
以太坊 (ETH) 价格上周两天下跌 9.6%,近期涨势在 2,700 美元阻力位停滞。这一举措抹去了前 10 天的涨幅,并且随着以太币目前稳定在 2500 美元附近,其 30 天表现仍然为负,下跌了 6%。
The chance of ETH reclaiming the $2,800 support is diminishing and onchain data suggests that high transaction fees are pushing activity away from the Ethereum network, ultimately reducing demand for native staking.
ETH 夺回 2,800 美元支撑位的机会正在减少,链上数据表明,高额交易费用正在将活动从以太坊网络中挤出,最终减少对原生质押的需求。
Total crypto capitalization (blue) vs. Ether/USD (green). Source: TradingViewPart of Ether’s recent decline can be attributed to the 5% drop in total cryptocurrency market capitalization over the two days ending on Oct. 23. However, the broader index is still up 1.9% over the past 30 days, indicating that ETH has underperformed the market by 8% during this period. This underperformance helps explain the lack of optimism among Ether investors.
加密货币总资本(蓝色)与以太币/美元(绿色)。资料来源:TradingView 以太坊近期下跌的部分原因可归因于截至 10 月 23 日的两天内加密货币总市值下降 5%。不过,过去 30 天内更广泛的指数仍上涨 1.9%,这表明 ETH在此期间,其表现落后于市场8%。这种表现不佳有助于解释以太币投资者缺乏乐观情绪。
Ethereum network congestion and the lack of a clear solutionWhile Ethereum's average transaction fees of $4 over the past two weeks may suggest robust onchain activity, they also strengthen the appeal of competing blockchains offering lower-cost services. This issue is less significant for large investors or whales involved in arbitrage, but it severely limits some smaller use cases.
以太坊网络拥堵和缺乏明确的解决方案虽然过去两周以太坊的平均交易费用为 4 美元,这可能表明链上活动强劲,但它们也增强了提供低成本服务的竞争区块链的吸引力。这个问题对于大型投资者或参与套利的鲸鱼来说不太重要,但它严重限制了一些较小的用例。
According to DefiLlama, the Solana network recorded $13.4 billion in volume on decentralized exchanges over the past seven days, which is 67% higher than Ethereum’s activity during the same period. This gap has widened considerably, as the two networks had comparable volumes on DEXes before October.
据 DefiLlama 称,过去 7 天,Solana 网络去中心化交易所的交易量达到 134 亿美元,比同期以太坊的交易量高出 67%。由于这两个网络在 10 月份之前在 DEX 上的交易量相当,因此这一差距已大大扩大。
Blockchains ranked by 7-day DEX volumes, USD. Source: DefiLlamaMore importantly, DEX volumes on Ethereum dropped by 13% in the seven days ending on Oct.23, despite the broader market gaining momentum. Both Uniswap and Curve Finance saw activity on the Ethereum network decline by 18% during this period. In contrast, Solana’s Raydium posted a 42% volume increase, while Lifinity’s activity surged by 77% compared to the previous week.
区块链按 7 天 DEX 交易量排名(美元)。资料来源:DefiLlama 更重要的是,尽管大盘势头强劲,但截至 10 月 23 日的 7 天内,以太坊上的 DEX 交易量下降了 13%。在此期间,Uniswap 和 Curve Finance 的以太坊网络活动均下降了 18%。相比之下,Solana 的 Raydium 交易量较前一周增长了 42%,而 Lifinity 的活跃度则激增 77%。
In terms of total value locked, another metric that investors follow closely, Ethereum's performance has been lackluster. TVL on Ethereum reached 18.2 million ETH, down by 5% compared to one month ago.
在投资者密切关注的另一个指标锁定总价值方面,以太坊的表现一直乏善可陈。以太坊上的 TVL 达到 1820 万枚 ETH,较一个月前下降 5%。
Ethereum total value locked (TVL), ETH. Source: DefiLlama A reduced number of deposits is generally viewed as a negative for ETH’s supply and demand dynamics. This is particularly relevant when validators are withdrawing Ether from staking, which is exactly what we're seeing. According to Staking Rewards data, the Ethereum network saw a net decrease of 191,000 ETH staked over the 30 days ending on Oct. 23, valued at $492 million at current prices.
以太坊总锁定价值(TVL),ETH。资料来源:DefiLlama 存款数量的减少通常被视为对 ETH 的供需动态产生负面影响。当验证者从质押中撤回以太币时,这一点尤其重要,这正是我们所看到的。根据 Stake Rewards 数据,截至 10 月 23 日的 30 天内,以太坊网络质押净减少了 191,000 ETH,按当前价格计算价值 4.92 亿美元。
Related: Saylor's comments on big bank BTC custody are ‘batshit insane’ — ButerinFrom an onchain perspective, Ethereum is losing ground to competing networks. Solana’s TVL increased by 12% in SOL terms, while deposits on the BNB Chain remained stable over the past 30 days. Another factor contributing to investors' disappointment with Ether’s price outlook is the uncertainty surrounding the upcoming Prague-Electra upgrade.
相关:塞勒对大银行 BTC 托管的评论是“疯狂的”——Buterin 从链上的角度来看,以太坊正在输给竞争网络。以 SOL 计算,Solana 的 TVL 增长了 12%,而 BNB 链上的存款在过去 30 天内保持稳定。导致投资者对以太币价格前景感到失望的另一个因素是即将到来的布拉格-伊莱克特拉升级的不确定性。
Initially expected in the first quarter of 2025, the Prague-Electra upgrade focuses on scalability improvements, including the introduction of Verkle trees to reduce node storage and EIP-7251 to enhance validator efficiency. However, concerns persist about potential delays and whether these changes will sufficiently address the network’s congestion issues, which remain a key factor in Ether’s long-term growth prospects.
最初预计在 2025 年第一季度进行,Prague-Electra 升级的重点是可扩展性的改进,包括引入 Verkle 树以减少节点存储和 EIP-7251 以提高验证器效率。然而,人们仍然担心潜在的延迟以及这些变化是否足以解决网络拥塞问题,这仍然是以太坊长期增长前景的关键因素。
The views, thoughts, and opinions expressed herein belong solely to the author and do not necessarily reflect the views and opinions of Blockworks.
本文表达的观点、想法和意见仅属于作者,并不一定反映Blockworks的观点和意见。
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