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[1754] => 虚拟币存提
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当前离线
经验:
天策币:
活跃币:
策小分:
总在线: 2735 小时
本月在线: 70 小时
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截至 2026 年 2 月，加密市场仿佛进入了寒冬。ETH 跌破1900，今年开局创下历史最差表现之一，较 2025 年高点下跌超过 60%。
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市场情绪极度恐慌，甚至连内部人士卖币都加剧了压力。
$ R' @& T1 O- [, G: }9 Q3 U一、先说技术面4 i0 {' b% t; b! t- {- L; Z; W& ^
这一点也是我在社区反复强调的，K线上我们经历了急跌，横盘，而最近的下跌完美符合预期的最后一跌！. A+ b+ x7 H7 W, f0 g
而我能做的就是让大家拿住，甚至也来到完美的定投区间，可以参考22年的走势，这是最后一跌！5 _8 _3 e2 k; b! v# Q
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二、再看宏观9 Q m# ?, M1 Z( Y% X
以太坊2月日活跃地址维持在55万-70万 （主网），1-2月曾接近/突破100万 新高区间。7日/30日均线仍在上行，证明真实用户和DApp活跃度在增强。. _2 S" t% E( `/ V# X
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2月7日单日交易量达2.896M历史最高，2月22日仍维持在170万 。2026年初整体较2025年同期大幅回升，稳定币和L2活动是主要驱动。
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5 Z' v. P0 l1 }1 XETH链上稳定币总供应约158-183B USD（占全球50%以上），2025-2026年持续爬升并创新高，说明稳定币持续增长！
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交易所ETH储备减少持续下降,全交易所ETH储备降至16.2M ETH（2016年以来最低），2026年初持续净流出。# R; X2 \1 n ?# O/ ?
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" ~+ S1 `9 V% Q8 w! f所以，结合质押锁定，有效流动供应大幅收紧（约45% ETH已illiquid）, 尽管ETH价格短期承压，但网络基本面在2026年2月正处于爆发前夜- q2 g4 F; Z6 |# r k# x
三、机构在买，而不是跑
; [% e; ?" q( M) x散户恐慌，机构却在布局。ETF 资金流入恢复，企业金库在低位配置 ETH。 传统金融机构持续在以太坊上做代币化产品。; U. ~: Q4 X! l+ K
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( y" q5 w3 |) K, @1月整体净流出2.53亿美元，但2月17日单日净流入4863万美元（BlackRock ETHA单日 2289万领跑），2月13日也曾翻正 1026万。9 i2 L0 s- J( ~: m
近期虽有波动，但已出现多次正流入/零流出，累计AUM仍超115亿美元，显示机构在$1900附近开始重新布局。) G; a" v x8 z& V
四、2026 年路线图聚焦6 E7 l0 E7 H9 h$ m9 O9 m
升级方向包括：8 ?( q( G+ I& a2 H7 f
提升 Gas 上限" Z$ n* ?# d, e; [
% I0 h8 n% z1 e9 @% w增强 L2 互操作性
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, G0 J ?" w; N3 _; M# l+ I扩展零知识基础设施& e$ p! M9 G# s! y. n& I. y# Y! }
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账户抽象
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, n7 G$ O+ t% s抗量子安全" l- V: X# o5 N3 @7 |8 X. h1 h
& G8 a6 V7 H: b! K" B3 r% u: OHarden the L1：后量子密码、FOCIL抗审查、网络韧性测试，V神也强调“不再是UX vs 安全，而是提升安全的UX”: @1 }/ a# x% R: W
, w5 b/ s) [4 i- C% N所以，如果宏观稳定、资金回流，ETH 不需要炒作，只需要被重新定价。3 ^1 ]/ ~ h5 R ]
& ^+ ^2 U, T, C8 E$ [6 A这不是盲目乐观，我坚信，冬天往往是最大反弹的起点。 |
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当前离线
经验:
天策币:
活跃币:
策小分:
总在线: 75 小时
本月在线: 14 小时
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ETH 这价位确实有点诱人了，但真进去还得看后续怎么走 |
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当前离线
经验:
天策币:
活跃币:
策小分:
总在线: 123 小时
本月在线: 17 小时
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这波跌得挺狠，但看数据好像真有人在默默抄底，心态得稳住啊 |
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当前离线
经验:
天策币:
活跃币:
策小分:
总在线: 238 小时
本月在线: 13 小时
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当前离线
经验:
天策币:
活跃币:
策小分:
总在线: 13720 小时
本月在线: 46 小时
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