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ETH在百大市值加密货币中，七日涨幅为第七位，高达28% ; 相较比特币，七日涨幅仅有8%。占据涨幅前三位的Lido、Polygon 与以太坊经典，也都与以太坊有相关题材
本文整理此波ETH 相关话题：
7/15 以太坊PoS 电话会议，预计9/19 合并
社群对ETH 涨幅评价：Andrew Kang、杨民道
Lido 与以太坊经典
Polygon 预告zkEVM 技术更新
7/15 以太坊PoS 电话会议：预计九月合并？
以太坊开发人员superphiz.eth 在台湾时间7/15 的以太坊电话会议结束后，发文表示以太坊合并预计将于9/19 发生。不过，这并不是保证会发生的事，superphiz.eth表示：「这个合并的时间并不是最终决定，但我还是对此感到振奋。请只把它看作是计画时间，还是以官方公告为主。」
以太坊合并主导者Tim Beiko 用玄妙的起司种类来形容合并进度：「如果要用质地来形容的话，最后一个测试网Goerli 合并会像是陈年切达起司，而主网合并会是布拉塔起司。」也就是预计测试网Goerli 8/11 的合并相对来说比较稳固，而9/19 的主网合并则是相对不确定
社群对ETH 涨幅评价
著名的ETH 支持社群很自然地拿比特币的市值占比做文章，暗示以太币市值逐渐提升，会与比特币交叉
以太坊上涨的现象是基于以太坊合并的买气，但他认为在市场不会在还没有出现最好的产品时，就对最好的产品产生价格反应。他也认为，比特币与以太坊的价值取向本来就不同
知名投资人则是分析：
以太币已经从高点下落75%，但网路收益与活动降低得更多
在高点时，以太币交易的本益比(PE ratio) 为33x，现在则是123x。如果用现在的网路收益与活动，用本益比33x 来计算的话，以太币只值360
他认为尽管ETH 底部也可能处于高本益比的状态，因为很多潜在的风投可以接受这样的价钱，但他还是认为现在的基本面价钱是昂贵的。
他认为尽管本益比在牛市不太有意义，但却是在熊市奠基底部的重要指标之一(无法涵盖所有价值)
他表示，ETH 是商品、金钱与股票的混合体，并估算三者的净现值(NPV) 为230 亿美金; 但以太币却有1600 亿的市值(Andrew Kang 发文当时市值)，有明显的溢价成长。而宏观经济环境将会决定这个溢价的维系
Lido 与以太坊经典
Lido Finance 提供以太坊PoS 机制下的质押服务与额外奖励，仅管在前阵子市场更为动荡时，可能因为DeFi 的去杠杆效应，stETH 出现大幅折价，但在7/16 Lido Finance 的周报告中，以太坊与各链的质押状况已经回温，stETH 折价也趋缓。Lido Finance 治理代币LDO 七日更是涨超160%。截稿前，Lido Finance 也宣布将在L2 可让用户以stETH 使用DeFi 服务。
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