以太坊能否突破3000美元？牛市信号逐渐明朗！

铁头讲币 · 2024-09-24T02:47:07.000Z

以太坊网络活跃度的持续增加，ETH不仅表现出了强劲的价格走势，还在关键市场数据上超过了比特币。随着未平仓合约和融资利率的上升，以太坊上meme财富效应的增强，网络增长的明显迹象，市场对以太坊的需求正迅速飙升。面对这一系列利好，许多投资者开始期待ETH能否进一步上涨，突破3000美元关口，成为下一轮牛市的主角。根据Binance的数据，ETH在9月17日至9月24日期间上涨了18.7%，表现超过比特币的涨幅。而比特币同期价格为63,000美元，涨幅为1.8%。加密货币整体市场市值上涨2%，达到2.3万亿美元。 ETH /BTC 走强过去七天里，ETH上涨了17.5%，表现显著优于同期比特币9.8%的涨幅。此前，ETH/BTC交易对曾下探至0.0384的三年低点，但在过去一周内反弹了约7.5%，并于9月23日触及三周高点0.0424。这一ETH/BTC比率的反转，反映出市场对ETH需求的显著增长。以太坊ETF资金流入由负转正根据Farside投资者的数据，上周美国现货以太坊ETF的资金流入由负转正，9月19日和9月20日分别录得520万美元和290万美元的资金流入。然而，CoinShares的数据显示，以太坊投资产品的资金流入仍落后于比特币，ETH已连续第五周出现资金净流出，9月16日至9月20日期间总计流出2900万美元。这一现象主要归因于灰度信托基金的资金持续外流，以及新发行的ETF未能吸引足够资金所致。 ETH的强势表现也反映在比特币市场主导地位的下滑上。数据显示，比特币的市场主导地位从9月19日的58.7%下降至9月24日的57.4%，表明比特币相对于ETH等山寨币的表现趋于疲软。随着比特币主导地位的逐步下滑，市场预期ETH/BTC比值将进一步走高，反映出投资者对ETH的看涨情绪增强，且有可能带动更多资金流向以太坊相关投资产品。杠杆需求和市场预期根据Coinglass的数据，自9月16日以来，8小时的以太坊未平仓合约加权融资利率已转为正值，目前为0.0072%。同时以太坊期货的未平仓合约数量已达20个月来的新高，尽管杠杆需求保持相对平衡。这一价格走势与以太坊期货未平仓合约数量的增加相辅相成，后者同样达到了20个月以来的最高水平。以太坊的正融资利率及未平仓合约量的上升反映出市场对杠杆多头头寸的需求显著增加，预示着看涨的市场前景。以太坊上MEME财富效应增强近期，大写的$NEIRO和小写的$Neiro相继在Binance上线，似乎点燃了以太坊的新一轮上涨，令以太坊链上的Gas费也结束了几个月的低迷。与此同时，这一波热潮也激发了以太坊链上其他MEME项目的讨论和参与热情。 NEIRO 根据Binance的数据，小写的$Neiro已经突破了0.0013美元，24小时内上涨超过60%，当前总市值已超过5.5亿美元，创下历史新高。 TERMINUS 该项目的合约最早创建于39天前，其代币ID源自马斯克曾提到的SpaceX未来在火星上建设的“人类第一座火星城市”的名称。社区成员指出，马斯克早在2020年2月就引用了著名科幻作家阿西莫夫在《基地》系列中的这一概念，并将TERMINUS视为“人类新高地”。在9月21日，DogeDesigner（Dogecoin的UX/UI设计师，被马斯克转发）发推称：“火星上的第一个城市可能被命名为‘Terminus’——埃隆·马斯克”，随后，MEME币TERMINUS的价格暴涨超过10000%。截至发稿时，TERMINUS的当前报价为0.44美元，流通市值高达4400万美元，24小时成交量超过千万美元。过去四天，该代币的涨幅高达500倍。根据Lookonchain的监测，某交易员于9月8日以135美元购入346万枚TERMINUS，如今市值已超过140万美元，回报率达到惊人的10000倍。以太坊网络活动表明对 ETH 的需求增加分析以太坊的网络活动及其扩展解决方案是保持2,600美元支撑位的重要因素。作为以太坊生态系统的核心，去中心化应用程序（DApps）的交易量增加通常反映了对ETH需求的提升。根据DappRadar的数据，虽然过去24小时内顶级以太坊DApp的独立活跃钱包数量略微减少了1.42%，但交易量却激增了21.92%。这显示出尽管用户数量有所下降，DApp上的活动强度依然显著增加。此外，由于Uniswap、Balancer、ParaSwap和Aave等DeFi平台的增长推动，以太坊网络上的DApp交易总量在相同期内增长了6.5%。DefiLlama的数据进一步表明，以太坊的总锁定价值（TVL）也从9月18日的441亿美元增至9月24日的493.5亿美元，显示出更多用户与区块链的互动。以太坊网络持续增长、交易活跃度上升以及DApp使用率的提升，都是保持ETH价格稳固在2,600美元以上的关键驱动力。

As Ethereum network activity continues to increase, ETH has not only shown strong price trends, but has also surpassed Bitcoin in key market data.
With the increase in open interest and funding rates, the strengthening of the meme wealth effect on Ethereum, and the obvious signs of network growth, the market demand for Ethereum is rapidly soaring. Faced with this series of positive factors, many investors are beginning to look forward to whether ETH can rise further, break through the $3,000 mark, and become the protagonist of the next bull market.
According to Binance data, ETH rose 18.7% between September 17 and September 24, outperforming Bitcoin, which rose 1.8% to $63,000 during the same period. The overall cryptocurrency market capitalization rose 2% to $2.3 trillion.
ETH/BTC strengthens
Over the past seven days, ETH has gained 17.5%, significantly outperforming Bitcoin’s 9.8% gain over the same period. The ETH/BTC trading pair previously dipped to a three-year low of 0.0384, but rebounded approximately 7.5% over the past week and hit a three-week high of 0.0424 on September 23. This reversal in the ETH/BTC ratio reflects a significant increase in market demand for ETH.
Ethereum ETF fund inflows turned from negative to positiveAccording to Farside Investor data, the inflow of funds into the US spot Ethereum ETF turned from negative to positive last week, with inflows of $5.2 million and $2.9 million recorded on September 19 and September 20, respectively. However, data from CoinShares shows that the inflow of funds into Ethereum investment products still lags behind Bitcoin, and ETH has experienced net outflows for the fifth consecutive week, with a total outflow of $29 million from September 16 to September 20. This phenomenon is mainly attributed to the continued outflow of funds from the Grayscale Trust Fund and the failure of the newly issued ETF to attract sufficient funds.
ETH's strong performance is also reflected in the decline of Bitcoin's market dominance. Data shows that Bitcoin's market dominance fell from 58.7% on September 19 to 57.4% on September 24, indicating that Bitcoin's performance relative to altcoins such as ETH is weakening.
As Bitcoin's dominance gradually declines, the market expects the ETH/BTC ratio to rise further, reflecting investors' increasing bullish sentiment on ETH and potentially driving more funds into Ethereum-related investment products.
Leverage Demand and Market Expectations
According to Coinglass data, the 8-hour Ethereum open interest weighted funding rate has turned positive since September 16 and is currently 0.0072%.
Meanwhile, open interest in Ethereum futures has reached a 20-month high, even as leverage demand remains relatively balanced. This price action is complemented by an increase in open interest in Ethereum futures, which has also reached a 20-month high.
Ethereum’s positive funding rates and rising open interest reflect a significant increase in demand for leveraged long positions, signaling a bullish market outlook.
MEME wealth effect on Ethereum is enhancedRecently, the uppercase $NEIRO and lowercase $Neiro were launched on Binance, which seems to have ignited a new round of Ethereum's rise, and the gas fee on the Ethereum chain also ended the slump of several months. At the same time, this wave of enthusiasm has also stimulated the discussion and participation enthusiasm of other MEME projects on the Ethereum chain.
NEURO
According to Binance data, lowercase $Neiro has broken through $0.0013, up more than 60% in 24 hours, and its current total market value has exceeded $550 million, setting a record high.
TERMINUS
The contract for this project was first created 39 days ago, and its token ID comes from the name of "the first city on Mars" that Musk once mentioned SpaceX would build on Mars in the future. Community members pointed out that Musk quoted this concept from the famous science fiction writer Asimov in the "Foundation" series as early as February 2020, and regarded TERMINUS as "a new highland for mankind." On September 21, DogeDesigner (a UX/UI designer of Dogecoin, retweeted by Musk) tweeted: "The first city on Mars may be named 'Terminus'-Elon Musk", and then the price of MEME coin TERMINUS soared by more than 10,000%.
As of press time, the current price of TERMINUS is $0.44, with a circulating market value of $44 million and a 24-hour trading volume of more than 10 million US dollars. In the past four days, the token has increased by 500 times. According to Lookonchain's monitoring, a trader bought 3.46 million TERMINUS at $135 on September 8, and now the market value has exceeded $1.4 million, with a return rate of an astonishing 10,000 times.
Ethereum network activity shows increased demand for ETHAnalyzing Ethereum’s network activity and its scaling solutions is an important factor in maintaining the $2,600 support level. As the core of the Ethereum ecosystem, an increase in transaction volume for decentralized applications (DApps) generally reflects an increase in demand for ETH.
According to data from DappRadar, while the number of unique active wallets for top Ethereum DApps has slightly decreased by 1.42% in the past 24 hours, transaction volume has surged by 21.92%. This shows that despite the decline in user numbers, the intensity of activity on DApps has increased significantly.
In addition, driven by the growth of DeFi platforms such as Uniswap, Balancer, ParaSwap, and Aave, the total number of DApp transactions on the Ethereum network increased by 6.5% during the same period. Data from DefiLlama further shows that Ethereum's total locked value (TVL) also increased from $44.1 billion on September 18 to $49.35 billion on September 24, showing that more users are interacting with the blockchain.
The continued growth of the Ethereum network, increased transaction activity, and increased DApp usage are all key drivers that keep ETH prices firmly above $2,600.