Investors Bullish Over Ethereum Merge Disinflation Narrative

  • "Lub network tau zoo yuav rov qab sib koom [ntawm ETH] thiab rhuav tshem lawv," tus tub luam crypto hais rau Blockworks
  • Ethereum qhib paj tau tshaj bitcoin paj rau thawj zaug puas tau

Tom qab ntau ncua Ethereum Merge rau Pov Thawj-ntawm-Stake (PoS) tseem tsawg kawg yog ib hlis thiab kev sim sim tawm mus, tab sis cov tub ua lag luam twb xa ether ntawm kev sib tw nyuj. Tus nqi ntawm ether tau nce 59% thaum Lub Xya Hli, ntau dua tripling bitcoin tus 17% nce, raws li crypto pauv Kraken.

Cov neeg ua lag luam tau twv qhov kev sib koom ua ke ua tiav yuav txo qis ether tus nqi nce nqi - thiab tej zaum txawm tig lub token deflationary. Cov tub lag luam derivatives yog snapping cov kev xaiv cog lus kom tau txais txiaj ntsig los ntawm qhov muaj peev xwm nce siab ntawm ether tus nqi. 

Raws li kev pov thawj ntawm kev ua haujlwm tam sim no, ntxhuav tau txais txiaj ntsig nrog ob ETH rau thawj zaug los daws qhov kev sib tw hauv kev suav thiab tsim Ethereum thaiv.

Ethereum suav nws qhov kev tso tawm token rau cov miners los ntawm kev tshem tawm ntawm kev ncig, lossis hlawv, tus nqi roj them los ntawm cov neeg yuav khoom uas txawv raws li kev xav tau hauv network. Tam sim no, ntau ether yog tsim rau cov miners tshaj li raug tshem tawm los ntawm cov nqi roj, ua rau kev nce nqi. 

Pov thawj-of-Stake es tsis txhob muaj validators kaw, los yog ceg txheem ntseeg, lawv ether nyob rau hauv pauv rau ib tug tawm los ntawm lawv cov tokens. Ethereum them 90% tsawg dua rau lub network kev ruaj ntseg los ntawm kev muab nqi zog rau cov neeg koom nrog piv rau cov miners vim qhov sib txawv ntawm lub computer xav tau, raws li kev tshawb fawb los ntawm Runa Digital Assets.

Yog tias tus nqi roj ntau tshaj qhov nyiaj tau los them rau cov neeg koom tes, ntau ether yuav raug hlawv dua li tsim, ua rau deflation thiab nce nqi siab ntawm ETH.

Lub PoS system "zoo li ib qho kev sib koom yuav rov qab rau cov tub ua lag luam sib luag," Max Williams, tus pab cuam tus thawj coj ntawm Runa, hais rau Blockworks. "Lub network tau txais txiaj ntsig zoo yuav rov qab sib koom [ntawm ETH] thiab rhuav tshem lawv."

ether inflation yuav poob ntau npaum li cas?

Qhov ntau ether yog staked thiab qhov kev thov siab dua yog rau Ethereum blocks, ntau deflationary Merge yuav.

Raws li kev thov thaiv tam sim no, Blockworks tshawb fawb kwv yees Kev sib koom ua ke yuav tsis yog deflationary, tab sis txo qis kev nce nqi tseem tuaj yeem tsim cov neeg ua lag luam optimism. 

Williams hais tias, "Txawm tias nws tsis yog deflationary, nws tsuas yog tus nqi qis dua ntawm kev nce nqi," Williams hais, hais txog 90% kev cuam tshuam nyiaj txiag raws li qhov tshwm sim tiag tiag ntawm Ethereum Merge.

Cov tub lag luam tau twv ntawm ether los ntawm kev yuav cov kev xaiv thiab stakeing ether. 

Cov kev xaiv tso cai rau cov tub ua lag luam los ua cov kev pheej hmoo tsawg ntawm cov cuab yeej cuab tam tus nqi txav hauv lub sijhawm teem tseg. Cov cuab yeej cuab tam digital broker BitOoda tau tshaj tawm cov ntaub ntawv tam sim no ntawm ETH kev xaiv paj laum tshaj BTC paj rau thawj zaug puas tau. Crypto kev lag luam tuam txhab QCP Capital tau sau tseg hauv Telegram tshaj tawm tias cov nyiaj tiv thaiv tau yog cov kev xaiv loj rau cov neeg yuav khoom.

Lub Merge "tau zoo heev uas nws xav tias ua rau kev lag luam kev xaiv yooj yim me ntsis vim tias qhov loj tshaj plaws nrog kev xaiv kev lag luam tsuas yog tau txais lub sijhawm zoo," Williams hais. "Cov tub lag luam xav zoo li lawv muaj txiaj ntsig zoo ntawm lub sijhawm."

Williams tseem xav tias cov kev xaiv yog qhov kev ua si txaus nyiam thaum muaj kev lag luam loj zuj zus. 

Williams tau hais tias "Tib neeg xav tau kev pom zoo rau qhov xwm txheej no, thiab lawv tsis xav kom muaj kev cuam tshuam rau lwm qhov, yog li lawv tau tso qhov kev cuam tshuam no los ntawm kev xaiv lag luam," Williams tau hais.

Staking ether kuj tau nrov thaum lig. 13 lab ETH koom nrog rau lub lim tiam no yog txhua lub sijhawm siab, raws li Kraken. Tshaj li 10% ntawm ether cov khoom siv tam sim no tau koom nrog, piv rau 7% hauv Lub Ob Hlis, rau CryptoQuant.

Blockworks tshawb fawb Sam Martin pegged post-Merge staking yields ntawm 5.89% raws li cov ntaub ntawv los ntawm Lub Yim Hli 4.

Txhua qhov kev xav txog qhov zoo ntawm Ethereum tus nqi txav yog nyob ntawm Merge - ib qho ntawm cov kev hloov kho tshiab tshaj plaws hauv crypto keeb kwm - los tawm yam tsis muaj kev cuam tshuam. Yog li ntawd, cov tub ua lag luam yuav tau ua tib zoo saib Ethereum qhov kev coj ua zaum kawg ua ke nrog Goerli testnet xav tau los yog nyob ib puag ncig Lub yim hli ntuj 10. Yog tias nws ua tiav, lub mainnet Merge tau teem sijhawm ua raws li thaum nruab nrab Lub Cuaj Hli.


Tau txais cov xov xwm zoo tshaj plaws niaj hnub crypto thiab kev nkag siab xa mus rau koj lub inbox txhua hmo. Sau npe yuav Blockworks' tsab ntawv xov xwm pub dawb tam sim no.


  • Jack Kubinec

    Thaiv cuam tshuam

    Editorial Intern

    Jack Kubinec yog ib tus kws ua haujlwm nrog Blockworks editorial team. Nws yog ib tug neeg laus laus hauv Cornell University qhov chaw uas nws tau sau rau Hnub Ci Txhua Hnub thiab ua haujlwm ua Tus Thawj Coj ntawm Cornell Claritas. Hu rau Jack ntawm [email tiv thaiv]

Tau qhov twg los: https://blockworks.co/investors-bullish-over-ethereum-merge-disinflation-narrative/