近期，以太坊(ETH)价格持续走高，突破3100美元大关，并在30天内实现了38.5%的涨幅。这一强势表现背后，可能受到美国现货以太币交易所交易基金(ETF)预期的推动，该基金正在等待证券交易委员会的最终决定。
In the recent past, Etherno prices have continued to rise, breaking the $3,100 threshold and achieving a 38.5% increase in 30 days. Behind this strong performance may be driven by the expectations of the United States spot-exchange funds (ETFs), which are awaiting the final decision of the Securities and Exchange Commission.
与此同时，以太坊期货市场也显示出强烈的杠杆需求，未平仓合约超过100亿美元，接近历史最高点。这种增长引发了市场的关注，尤其是考虑到2021年11月的110亿美元峰值后出现的55%回调。
At the same time, the Etherton futures market also showed strong leverage demand, with unsettled contracts exceeding $10 billion, close to the highest point in history. This growth raised market concerns, especially given the 55 per cent return after the $11 billion peak in November 2021.
尽管投资者对以太坊的上涨势头感到兴奋，但市场的健康状况仍需进一步观察。以太坊期货溢价自2月14日以来一直在15%附近波动，这被视为健康的看涨水平，并未显示出过度杠杆的迹象。此外，期权市场的数据也显示出看涨和看跌期权之间的定价相对平衡，偏差指标为-3%，表明交易者对以太坊价格维持在3000美元以上存在疑虑。
The market’s health needs to be further observed, despite investors’ excitement about the rise in the etherms. The etherms premium has fluctuated around 15% since February 14, which is considered to be a healthy upward level, and shows no signs of excessive leverage.
除了期货和期权市场外，以太坊ETF的预期推出以及流动性质押衍生品应用的资本流入也对ETH价格产生了积极影响。摩根大通的分析师预计，以太坊ETF可能在5月份推出的可能性为50%。同时，一些质押衍生品应用如EigenLayer也获得了大量的融资，并实现了显著的总锁定价值(TVL)增长。
In addition to futures and options markets, the expected roll-out of ETFs and capital inflows for mobile collateral derivatives have also had a positive impact on ETH prices. Morgan Chase's analysts expect that the ETF could be launched by 50% in May.
此外，一些成功的空投项目如Starknet(STRK)和尚未推出的Layer-2 Blast代币也为以太坊带来了乐观情绪。尽管STRK的TVL相对较低，但其市值已达到14亿美元。而Blast代币在争议中推出后，已吸引了超过20亿美元的存款。
Moreover, successful air-drop projects, such as Starknet (STRK) and the unprovoked Layer-2 Blast dot, have created optimism for Ether. Although STRK’s TVL is relatively low, its market value has reached $1.4 billion.
总体来看，以太坊价格的强势表现受到多方面因素的支撑，包括期货市场的健康杠杆需求、期权市场的平衡定价、以太坊ETF的预期推出以及质押衍生品应用的资本流入。然而，投资者仍需保持警惕，关注市场的变化，以做出明智的投资决策。
Overall, the strong performance of the taupulega prices is underpinned by a number of factors, including the need for healthy leverage in futures markets, balanced pricing of futures markets, the expected roll-out of the taupulega ETF, and capital inflows for pledge derivative applications. However, investors still need to remain vigilant and pay attention to market changes in order to make informed investment decisions.
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