以太坊 (ETH) 即將迎來變革之月的 3 個原因

以太坊（ETH）的最新發展使其具有潛在的採用和增加的價值。

After the SEC investigation, recent developments in Ethereum (ETH) have positioned it for potential adoption, increased value and a good investment opportunity. Here's why investors should consider diversifying their cryptocurrency portfolios by adding Ethereum (ETH) alongside maintaining a position in Bitcoin (BTC), according to Bitwise Asset Management.

SEC 調查後，以太幣 (ETH) 的最新發展使其具有潛在的採用、增加的價值和良好的投資機會。 Bitwise 資產管理公司表示，這就是為什麼投資者應該考慮透過添加以太幣 (ETH) 的同時保持比特幣 (BTC) 頭寸來實現加密貨幣投資組合多元化。

Three Key Reasons to Invest in Ethereum

投資以太坊的三個關鍵原因

1. Diversification is the Key

1、多元化是關鍵

Hougan started his analysis with the importance of diversification within the crypto asset class. He highlights the uncertainty in identifying which specific crypto traits will revolutionize the world, suggesting that investors should aim to “own the market.” He recommends a 3:1 bitcoin/ether allocation as a balanced starting point for most investors.

Hougan 從加密資產類別多元化的重要性開始了他的分析。他強調了確定哪些特定的加密貨幣特徵將徹底改變世界的不確定性，並建議投資者應該以「擁有市場」為目標。他建議將 3:1 的比特幣/以太幣分配作為大多數投資者的平衡起點。

2. Analyzing the Different Use Cases

2. 分析不同的用例

Ethereum’s unique use cases provide a distinct advantage. Unlike Bitcoin, which aims to be the “best form of money,” Ethereum's programmability and focus on decentralized finance (DeFi) offer varied opportunities within the market. Hougan noted, “Adding some ETH to a majority BTC position gives you broader exposure to all the things public blockchains can do.”

以太坊獨特的用例提供了明顯的優勢。與旨在成為「最佳貨幣形式」的比特幣不同，以太坊的可編程性和對去中心化金融（DeFi）的關注為市場提供了各種機會。 Hougan 指出，“在 BTC 的主要頭寸中添加一些 ETH，可以讓你更廣泛地接觸公共區塊鏈可以做的所有事情。”

3. Historical Performance

3.歷史表現

Finally, Hougan highlights that adding Ethereum in an investment portfolio has boosted returns over a full market cycle compared to a BTC-only strategy. He acknowledges that Bitcoin outperformed Ethereum in the past year, but past performance does not guarantee future results.

最後，Hougan 強調，與僅使用 BTC 的策略相比，在投資組合中加入以太坊可以提高整個市場週期的回報。他承認，比特幣在過去一年的表現優於以太坊，但過去的表現並不能保證未來的結果。

Hougan concludes that while Bitcoin is likely the dominant new form of money in crypto, Ethereum leads in other potential applications of public blockchains.

Hougan 的結論是，雖然比特幣可能是加密貨幣中占主導地位的新貨幣形式，但以太坊在公共區塊鏈的其他潛在應用中處於領先地位。