迄今为止以太币的一周增长了25％，自2021年5月以来的最佳一周速度增长

比特币在2024年引入现场比特币ETF之后发生了变化，现在需求来自退休帐户，宏观资金和公司债券

Ether is up 25% week to date and on pace for its best week since May 2021. The Solana token has added 14.3% this week, which is on track to be its best week since January.

迄今为止，Ether每周增长了25％，自2021年5月以来，Ether的最佳一周都达到了最佳状态。Solana代币本周增加了14.3％，这是自一月以来最好的一周。

Year to date, however, ether and other major altcoins – with the exception of XRP – are still deep in the red compared to bitcoin. While the flagship crypto is up 10%, ether and the Solana token are down 31% and 12%, respectively.

然而，与比特币相比，迄今为止，以太币和其他主要山寨币（XRP除外）仍然处于红色状态。尽管旗舰加密货币率上涨了10％，但Ether和Solana代币分别下降了31％和12％。

Bitcoin's market structure changed after the introduction of spot bitcoin ETFs in 2024, with demand now coming from retirement accounts, macro funds, and corporate bonds such as Strategy. By contrast, altcoins still rely on crypto-native, risk-on capital, which hasn't shown significant growth alongside the greater tech sector due to the current interest rate environment, according to Eric Chen, Co-Founder of Injective.

比特币在2024年引入现场比特币ETF之后发生了变化，现在需求来自退休帐户，宏观资金和诸如战略等公司债券的需求。相比之下，根据当前利率环境，由于当前的利率环境，AltCoins仍然依赖加密本地风险的资本，与更大的技术部门并未显示出显着的增长。

Bitcoin is likely to keep outperforming until broader capital flows into altcoins, he added, given their steady supply and lack of a structural buyer base, which are likely to take prices lower until they attract speculative interest.

他补充说，直到更广泛的资本流入Altcoins之前，比特币可能会保持胜于效果。鉴于其稳定的供应和缺乏结构性买家群，这可能会降低价格，直到吸引投机性利益为止。

"For us, there remains one singular strategy for crypto investors: stick to BTC until risk on headwinds dissipate," Wolfe Research analyst Read Harvey said in a note this week. "The coin is one of just two in our basket positive on the year and it continues to dominate the rest of the space on a relative basis. The question now shifts towards if it can maintain recent outperformance vs. equities, or if Gold was right all along."

沃尔夫研究分析师读到，哈维在本周的一份报告中说：“对我们来说，加密投资者仍然存在一种单一的策略：坚持BTC，直到遭受逆风消散的风险。” “硬币是我们篮子中仅有的两个人之一，它继续以相对的基础统治着其余的空间。现在，问题转向是否可以保持最新的超越股票与股票，或者金黄色一直是正确的。”

—CNBC's Nick Wells contributed reporting

- CNBC的尼克·威尔斯（Nick Wells）贡献了报告