Trend Research：ETH 机构需求远大于解质押供给，ETH 市值或在 1–2 个牛熊周期中超越 BTC
Aug 27, 2025 16:05:59
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ChainCatcher 消息，LD Capital 旗下的二级投资机构 Trend Research 在其最新发布的报告中表示，当前机构共识产生的 ETH 需求远大于解质押的供给，并且认为长期满载的解质押情况并不可持续。
未来加密友好政策的进一步落地和华尔街对 ETH 长期价值形成共识，ETH 的“抢购”才刚刚开始。伴随着降息周期即将到来，Trend Research 将长期 ETH 目标价格上调，预计 ETH 市值在 1–2 个牛熊周期中将超越 BTC。
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