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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%。# a1 V8 p+ ?3 U! ~, @9 F
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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。* t. X5 s- Z r! i# ?
一、先说技术面0 g- w! s o" `5 F! F" f, Y
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！1 [. A% \; q: V# J+ V9 W
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！
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二、再看宏观6 k8 J$ q* I) }( R
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。
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6 h; l1 g' H8 g" K2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。' P$ R: y( g% v. N7 N) V, p
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ETH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！3 @$ z9 W9 N5 p: l' @' J0 V' J. }
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$ a4 ?, Z, Q) N+ n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。
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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
& H. U- h7 I# M- O0 ~三、机构在买，而不是跑
) T/ _9 ^$ w S! T% d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。
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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。, d( Z: y# Z* H! S9 n, k
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$1900附近开始重新布局。
. k/ c8 B3 e0 `6 Z四、2026 年路线图聚焦' F7 X5 n0 Q0 D4 F2 |
升级方向包括：
# ]% a$ b+ k* P; v2 D" d$ [# ~提升 Gas 上限
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增强 L2 互操作性! ^6 Z) | H6 }' E' k3 u q
% B2 t4 a) W& k' X4 X扩展零知识基础设施
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账户抽象
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抗量子安全
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4 K6 @3 L/ L4 j6 `% J( cHarden 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”! ^+ f, j: V5 f- W; R
% N$ {. S8 t3 ^2 n% u. @5 t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。! e; J, H2 z# Y
. D# I% e- a% c2 G' P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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