therollupco@therollupcoX
·1.8K 阅读·twitter
33% of ETH is now staked and the digital asset treasuries holding it don't sell in downturns or upturns.
Joseph Chalom on why "permanent capital" quietly removes ETH supply in both directions:
"We are long-term stewards. We think of this as permanent capital. When I deploy my ETH, it's not just staking, it's multi-year DeFi."
"So there's less supply in a downturn and certainly in an upturn. And we operate exactly the same whether sentiment is good or not."
12121
1.8K 阅读
01AI 解读
AI 速读
DeFi Dad引用Joseph Chalom指出，33%的ETH已被质押，且持有数字资产储备的机构视其为“永久资本”。无论市场涨跌，这些资本均不抛售，从而在双向行情中减少流通供应。这种长期 stewardship 模式增强了ETH的稀缺性，对长期价格构成支撑。
02立场与情绪分析
立场分析
+0.75
看多
DeFi Dad引用Joseph Chalom指出，33%的ETH已被质押，且持有数字资产储备的机构视其为“永久资本”。无论市场涨跌，这些资本均不抛售，从而在双向行情中减少流通供应。这种长期 stewardship 模式增强了ETH的稀缺性，对长期价格构成支撑。
+0.75
看空 −1.0中立 0看多 +1.0
情绪强度+0.8
表达置信度+0.9
技术深度+0.6
主观程度+0.4
紧迫程度+0.2
观点独创性+0.5
03市场影响归因
None
ETH 价格走势
ETH
EVENT · 推文发布
推文前 1H
$1,904.99
11:15
推文发布
$1,888.87
12:15
推文后 30MIN
+0.67%
推文后 1H
+0.88%
推文后 24H
+0.99%
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