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[1754] => 虚拟币存提
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当前离线
经验:
天策币:
活跃币:
策小分:
总在线: 2735 小时
本月在线: 70 小时
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截至 2026 年 2 月，加密市场仿佛进入了寒冬。ETH 跌破1900，今年开局创下历史最差表现之一，较 2025 年高点下跌超过 60%。( s3 R0 n' |/ @3 r* @
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市场情绪极度恐慌，甚至连内部人士卖币都加剧了压力。7 Z2 S2 G5 ?2 y; d) u) Q0 q
一、先说技术面$ I$ e; \2 D5 T; V
这一点也是我在社区反复强调的，K线上我们经历了急跌，横盘，而最近的下跌完美符合预期的最后一跌！
' d+ s1 M: [2 k! U. p# U而我能做的就是让大家拿住，甚至也来到完美的定投区间，可以参考22年的走势，这是最后一跌！
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. d2 k# y8 U2 O二、再看宏观
: P9 ?) I+ ?# Z- v1 `以太坊2月日活跃地址维持在55万-70万 （主网），1-2月曾接近/突破100万 新高区间。7日/30日均线仍在上行，证明真实用户和DApp活跃度在增强。) R+ h! ^% }8 M' [- b- H9 x
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% [+ s# x$ K! X. B6 A2 F+ I9 h2月7日单日交易量达2.896M历史最高，2月22日仍维持在170万 。2026年初整体较2025年同期大幅回升，稳定币和L2活动是主要驱动。, {3 E$ Z+ G# Z. V
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ETH链上稳定币总供应约158-183B USD（占全球50%以上），2025-2026年持续爬升并创新高，说明稳定币持续增长！ e+ W. z5 o+ C* e& s
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+ X+ _ \1 W& n1 k交易所ETH储备减少持续下降,全交易所ETH储备降至16.2M ETH（2016年以来最低），2026年初持续净流出。
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所以，结合质押锁定，有效流动供应大幅收紧（约45% ETH已illiquid）, 尽管ETH价格短期承压，但网络基本面在2026年2月正处于爆发前夜
" E- b, D( m; ]7 U7 r- c9 i三、机构在买，而不是跑
. R& h h9 l5 _% v散户恐慌，机构却在布局。ETF 资金流入恢复，企业金库在低位配置 ETH。 传统金融机构持续在以太坊上做代币化产品。8 D Z: u# w8 D0 p, ?0 ?
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1月整体净流出2.53亿美元，但2月17日单日净流入4863万美元（BlackRock ETHA单日 2289万领跑），2月13日也曾翻正 1026万。- \6 d7 k$ U0 \( S% Z$ U& U* x% ]1 f
近期虽有波动，但已出现多次正流入/零流出，累计AUM仍超115亿美元，显示机构在$1900附近开始重新布局。
* M7 q- } A( \四、2026 年路线图聚焦
- w* h) _1 f# G! T1 b升级方向包括：8 ?. M% P& g. Q- l4 q+ D7 C- {
提升 Gas 上限4 u2 t$ ] ?# {4 s# C2 [
0 t8 `0 r; Z# X$ Y* S增强 L2 互操作性9 c$ S* x. ]( q9 n( O& r
. | w8 q0 Y- b7 {扩展零知识基础设施$ A$ s- \( s: [0 O0 t2 O, X/ i
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账户抽象: k% l6 K1 i1 t/ @
5 N: A" a6 A/ l# `7 T/ t抗量子安全
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Harden the L1：后量子密码、FOCIL抗审查、网络韧性测试，V神也强调“不再是UX vs 安全，而是提升安全的UX”
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0 |- U+ f a n9 @所以，如果宏观稳定、资金回流，ETH 不需要炒作，只需要被重新定价。
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0 [0 u: q- ~# E* z7 c7 Y这不是盲目乐观，我坚信，冬天往往是最大反弹的起点。 |
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当前离线
经验:
天策币:
活跃币:
策小分:
总在线: 75 小时
本月在线: 14 小时
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ETH 这价位确实有点诱人了，但真进去还得看后续怎么走 |
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当前离线
经验:
天策币:
活跃币:
策小分:
总在线: 123 小时
本月在线: 17 小时
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这波跌得挺狠，但看数据好像真有人在默默抄底，心态得稳住啊 |
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当前离线
经验:
天策币:
活跃币:
策小分:
总在线: 238 小时
本月在线: 13 小时
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