BlockBeats 消息,1 月 12 日,渣打银行对以太坊前景发出积极信号,该行数字资产研究全球主管 Geoffrey Kendrick 表示,尽管在加密市场整体疲软背景下调降了近期价格预测,但他预计以太坊将在 2026 年跑赢其他加密货币。
「我认为 2026 年将成为以太坊之年,就像 2021 年那样,」Kendrick 在银行最新数字资产报告的附注中写道。他指出区块链及链上产品采用率的增长,将成为推动以太坊「显著超越大盘」的关键因素。
报告中指出,由于比特币在该领域持续占据主导地位,其表现不及预期已削弱了数字资产相对美元的升值前景。但肯德里克强调,相对于比特币而言,以太坊的驱动力正在增强。
渣打银行预计 ETH/BTC 汇率将逐步回归至 2021 年约 0.08 的高位水平,这得益于以太坊具备其他加密货币所没有的结构性优势,包括在稳定币、现实世界资产和去中心化金融领域的统治地位,以及持续进行的网络扩容努力。
该行认为,以太坊 Layer 1 吞吐量的计划提升(包括去年 12 月通过 Fusaka 升级采取的措施)至关重要,因为历史数据显示更高的吞吐量往往能转化为更高的市值。此外,更有利的监管环境可能进一步改善前景,特别提及有望在第一季度通过的美国《Clarity 法案》。该法案若获批,结合美国股市的韧性表现,或将推动比特币在上半年创下历史新高,该行认为这种情境也将为以太坊的长期上行提供支撑。
此番预判正值渣打银行对比特币和以太坊的立场出现分化——虽然下调了以太坊未来几年的绝对价格目标,但对以太坊的看法较比特币更为积极。该行目前预计以太坊在 2026 年底将达 7,500 美元,较此前 12,000 美元的预测有所下调;2027 年和 2028 年目标分别调整为 15,000 美元和 22,000 美元,均低于早前预期。不过渣打银行上调了长期展望,将 2029 年底预测提升至 30,000 美元,并新增 2030 年底 40,000 美元的目标。
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