以太坊的ETH/USD強大的集會正在恢復整個Altcoin空間的樂觀態度

在5月14日與斯科特·梅爾克（Scott Melker）一起出版的《全街播客》的一集中，Vaneck數字資產研究主管Matthew Sigel

The powerful rally in Ethereum’s ETH/USD is spilling over into broader optimism for the altcoin space, with top analysts now projecting a full-scale altcoin bull market to emerge in 2025.

以太坊的ETH/USD中的強大集會正在蔓延到更廣泛的樂觀情緒，對Altcoin領域進行了更大的樂觀，目前，頂級分析師預測了2025年出現的全面Altcoin Bull Market。

During an episode of the Wolf of All Streets podcast with Scott Melker, Matthew Sigel, Head of Digital Assets Research at VanEck, said that Ethereum’s 44% weekly surge has flipped sentiment across the sector.

在與斯科特·梅爾克（Scott Melker）的《全街》播客的一集中，Vaneck的數字資產研究負責人Matthew Sigel表示，以太坊的每週44％的激增遍布整個領域。

"We're really starting to see the seeds of an 'altcoin bull market' sprout with Dogecoin and Solana outperforming Bitcoin year-to-date."

“我們真的開始看到'Altcoin Bull Market'的種子，Dogecoin和Solana的表現優於比特幣。”

He attributes the ETH rally to multiple catalysts, including the upcoming December integration of the highly anticipated "Dengun" upgrade, leadership shifts within the Ethereum Foundation, and an aggressive short squeeze, particularly from institutions that had been short ETH against long BTC and SOL positions.

他將ETH集會歸因於多個催化劑，包括即將到來的12月綜合備受期待的“ Dengun”升級，以太坊基金會內的領導力轉移以及積極的短暫擠壓，尤其是從對長期BTC和SOL職位的短暫義務機構中。

Sigel added that while short-term headwinds like dollar strength may slow momentum, the structural setup remains bullish. This view was echoed by Bernstein Research, which pointed to Layer 2 adoption, growing stablecoin and tokenization activity and renewed institutional flows.

Sigel補充說，儘管像美元實力這樣的短期逆風可能會減緩勢頭，但結構性設置仍然是看好的。伯恩斯坦研究（Bernstein Research）對這種觀點進行了回應，該研究指出了第2層採用，增長了Stablecoin和令牌化活性並更新了機構流動。

"Bernstein sees promise in the emerging U.S. institutional market with several converging trends creating a structural setup for continued crypto price appreciation."

“伯恩斯坦（Bernstein）在新興的美國機構市場中看到了希望，並有幾種融合趨勢創造了一個結構性設置，以持續加密價格升值。”

Bernstein highlighted that several U.S. institutions, particularly in the mid- to large-cap space, are increasingly allocating to digital assets, having largely completed building out their Bitcoin and Ether core satellite positions and begun exploring broader opportunities in the altcoin ecosystem.

伯恩斯坦強調，美國幾個機構，尤其是在大型大型空間中，越來越多地分配給數字資產，在很大程度上完成了建立其比特幣和以太核心衛星位置，並開始在Altcoin Ecosystem中探索更廣泛的機會。

This emerging interest in altcoins is driven by several factors, including the development of Layer 2 scaling solutions for Ethereum, which are enabling faster and cheaper transactions, facilitating broader adoption among institutions and retail users.

對AltCoins的這種新興興趣是由幾個因素驅動的，包括開發以太坊的第2層擴展解決方案，這些解決方案正在實現更快，更便宜的交易，從而促進了機構和零售用戶的更廣泛採用。

Moreover, the burgeoning activity in stablecoins and tokenized assets is opening up new avenues for institutions to participate in DeFi protocols and engage in lending and borrowing activities within the crypto ecosystem.

此外，穩定幣和令牌資產的迅速活動正在為機構提供了新的途徑，以參與DEFI協議並從事加密生態系統中的貸款和借貸活動。

Furthermore, the renewed inflows of institutional capital into the crypto market are pushing up prices and creating a positive feedback loop. Institutions are enticed by the promise of high returns and the potential for diversification that crypto offers.

此外，進入加密貨幣市場的新型機構資本流入正在推動價格並創造積極的反饋循環。機構受到高回報的承諾和加密提供的多元化潛力所吸引。

Sigel’s remarks come as VanEck launched its new hybrid fund, the Onchain Economy ETF (NØDE), which combines exposure to crypto ETFs (25%) with both high- and low-volatility blockchain equities.

當Vaneck推出了新的混合動力基金OnChain Chance ETF（Nøde）時，Sigel的講話結合了加密ETF（25％）與高揮發性區塊鏈股票相結合。

The firm also unveiled a tokenized U.S. Treasury fund, rendering it accessible via Ethereum, Solana, Avalanche AVAX/USD, and BNB Chain, aiming to provide institutional clients with 24/7 access and USDC-based settlement.

該公司還推出了一個令牌化的美國財政基金，它可以通過以太坊，Solana，Avalanche Avax/USD和BNB連鎖店訪問它，旨在為機構客戶提供24/7的訪問和USDC的和解協議。

Highlighting the growing interest in crypto among financial advisors, Matt Hougan, Chief Investment Officer at BitwiseInvest, shared three key takeaways from attending the Implied Advice Financial Congress.

BitwiseInvest首席投資官Matt Hougan強調了對加密貨幣的日益增長的興趣，分享了參加隱含的建議金融大會的三個關鍵要點。

"I fielded more Ethereum questions in the past few days than in the last six months. Interest in both Bitcoin and Ethereum is surging among financial advisors."

“過去幾天，我提出的以太坊問題要比過去六個月更多。對比特幣和以太坊的興趣都在金融顧問之間激增。”

Hougan said that ETP access is expected to be available at most advisory firms by year-end, while the demand from advisors is increasing, with billions in expected inflows and portfolio allocations rising from 1% to 5%.

Hougan表示，預計ETP訪問將在大多數諮詢公司中獲得年底可用，而顧問的需求正在增加，預期流入和投資組合分配的數十億美元從1％上升到5％。