以太坊 (ETH) 即将迎来变革之月的 3 个原因

以太坊（ETH）的最新发展使其具有潜在的采用和增加的价值。

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 调查后，以太坊 (ETH) 的最新发展使其具有潜在的采用、增加的价值和良好的投资机会。 Bitwise 资产管理公司表示，这就是为什么投资者应该考虑通过添加以太坊 (ETH) 的同时保持比特币 (BTC) 头寸来实现加密货币投资组合多元化。

Three Key Reasons to Invest in Ethereum

投资以太坊的三个关键原因

1. Diversification is the Key

1.多元化是关键

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 从加密资产类别多元化的重要性开始了他的分析。他强调了确定哪些特定的加密货币特征将彻底改变世界的不确定性，建议投资者应该以“拥有市场”为目标。他建议将 3:1 的比特币/以太币分配作为大多数投资者的平衡起点。

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.”

以太坊独特的用例提供了明显的优势。与旨在成为“最佳货币形式”的比特币不同，以太坊的可编程性和对去中心化金融（DeFi）的关注为市场提供了各种机会。 Hougan 指出，“在 BTC 的主要头寸中添加一些 ETH，可以让你更广泛地接触公共区块链可以做的所有事情。”

3. Historical Performance

3、历史表现

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.

最后，Hougan 强调，与仅使用 BTC 的策略相比，在投资组合中添加以太坊可以提高整个市场周期的回报。他承认，比特币在过去一年的表现优于以太坊，但过去的表现并不能保证未来的结果。

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 的结论是，虽然比特币可能是加密货币中占主导地位的新货币形式，但以太坊在公共区块链的其他潜在应用中处于领先地位。