Ethereum

Ethereum dominance yuav dwindle raws li cov neeg sib tw tawm: Morgan Stanley

02/17/2022
Cov Xov Xwm Bitcoin Ethereum

Morgan Stanley lub chaw tswj hwm kev lag luam thoob ntiaj teb tau tshaj tawm tsab ntawv ceeb toom ntawm Ethereum (ETH) sib cav tias blockchain txoj kev tswj hwm tuaj yeem poob qis yog tias muaj kev sib tw ua lag luam muaj zog tshwm sim.

Daim ntawv tshaj tawm kev lag luam loj loj yog hu ua "Cryptocurrency 201: Ethereum yog dab tsi?" thiab nws muab cov ncauj lus kom ntxaws txog cov ecosystem nrog rau nws qhov zoo thiab qhov tsis zoo ntawm kev sib raug zoo rau Bitcoin (BTC).

duab

"Vim ib feem ntawm nws txoj kev lag luam uas xav tau ntau dua, Ethereum ntsib kev sib tw ntau dua, teeb meem scalability, thiab nyuaj nyuaj dua li Bitcoin. Tsis tas li ntawd, Ether yog qhov hloov pauv ntau dua li Bitcoin, "cov ntawv tshaj tawm nyeem.

Morgan Stanley tau sib cav tias Ethereum tuaj yeem poob daim ntawv cog lus ntse zoo dua rau pheej yig dua thiab nrawm dua blockchains - ib yam dab tsi uas feem ntau tau sib cav los ntawm cov neeg txhawb nqa ntawm Ethereum killer lag luam uas suav nrog cov tes hauj lwm xws li Cardano (ADA), Solana (SOL), Polkadot (DOT), thiab Tezos (XTZ):

"Ethereum ntsib kev sib tw ntau dua hauv kev lag luam daim ntawv cog lus ntse dua li Bitcoin ntsej muag hauv khw muag khoom ntawm tus nqi. Ethereum tuaj yeem plam daim ntawv cog lus ntse platform kev lag luam sib koom kom sai dua lossis pheej yig dua lwm txoj hauv kev. "

Lub tuam txhab peev nyiaj kuj tau hais tias Ethereum ua rau muaj kev pheej hmoo ntau dua li Bitcoin raws li nws ntsib kev sib tw ntau dua hauv kev lag luam daim ntawv cog lus ntse dua "Bitcoin ntsib hauv khw-ntawm-tus nqi lag luam."

"Kev ua lag luam tsawg dua rau ib tus neeg siv yuav tsum tau siv 'Bitcoin', uas zoo ib yam li cov nyiaj khaws cia hauv kev lag luam. Ethereum xav tau yog khi ntau dua rau kev lag luam. Yog li ntawd, cov kev txwv zoo sib xws ua rau Ethereum xav tau ntau dua li lawv txwv Bitcoin thov, ”cov ntawv tshaj tawm nyeem.

Lwm qhov kev txhawj xeeb uas tau hais txog lub network suav nrog kev hloov pauv kev tswj hwm ntawm cov ntawv thov tsim los ntawm Ethereum xws li Decentralized Finance (DeFi) thiab nonfungible tokens (NFTs) uas yuav pom cov kev cai nruj rau lawv yav tom ntej, ua rau txo qis kev thov rau Ethereum kev lag luam.

Related: Los ntawm Morgan Stanley mus rau lub ntiaj teb crypto: hauv kev sib tham nrog Phemex tus tsim

Thaum lub hauv paus tseem ceeb ntawm Ethereum kuj tseem ceeb, nrog rau tsab ntawv ceeb toom tias feem ntau ntawm Ether cov khoom yog tuav los ntawm "tus lej tsawg ntawm cov nyiaj":

"Nws yog tsawg decentralized tshaj Bitcoin, nrog rau saum 100 chaw nyob tuav 39% ntawm Ether, uas piv rau 14% rau Bitcoin."

Nyob rau sab bullish ntawm qhov sib npaug, Morgan Stanley tsab ntawv ceeb toom tau sib cav hais tias Ethereum muaj peev xwm ua lag luam ntau dua li Bitcoin, nws muaj deflationary yam ntxwv los ntawm nws cov kev lag luam-raws li kev kub hnyiab, thiab nws cov kev ua tau zoo yuav zoo dua tom qab hloov pauv mus rau qhov pov thawj-ntawm- kev pom zoo ntawm ceg txheem ntseeg mechanism:

"Ethereum muaj kev lag luam loj dua li Bitcoin thiab yog li ntawd tuaj yeem tsim nyog ntau dua Bitcoin, uas tsuas yog kev lag luam rau cov khw muag khoom muaj nqis xws li cov nyiaj khaws cia thiab kub."