ryanberckmans@ryanberckmansX
·5.7K 阅读·twitter
Yesterday, the 1st and 2nd top buyers of L1 blobs were Base and Robinhood... unsurprising ofc
3rd top buyer? X Layer by OKX Exchange, an eth L2 rollup built on OP Stack.
OKX was recently valued at $25B. The list of $10B+ corps investing big in rollups keeps growing.
Ethereum
1541775
5.7K 阅读
01AI 解读
AI 速读
DeFi Dad 指出 Base、Robinhood 和 OKX 的 X Layer 是 L1 Blob 空间的主要买家。随着 OKX 估值达 250 亿美元，超过 100 亿美元的大型企业正大力投资 Rollup 技术。这表明机构对以太坊二层扩容方案的需求强劲，基本面利好 ETH 生态。
02立场与情绪分析
立场分析
+0.75
看多
DeFi Dad 指出 Base、Robinhood 和 OKX 的 X Layer 是 L1 Blob 空间的主要买家。随着 OKX 估值达 250 亿美元，超过 100 亿美元的大型企业正大力投资 Rollup 技术。这表明机构对以太坊二层扩容方案的需求强劲，基本面利好 ETH 生态。
+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+0.3
紧迫程度+0.4
观点独创性+0.5
03市场影响归因
暂无具体价格数据，但机构大额购买 Blob 空间通常被视为 ETH 基本面强劲的信号，可能支撑 ETH 价格中期上涨。
ETH / OKB / BASE 价格走势
ETHOKBBASE
EVENT · 推文发布
推文前 1H
$1,905.75
15:25
推文发布
$1,914.51
16:25
推文后 30MIN
+0.02%
推文后 1H
+0.31%
推文后 24H
-1.31%
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