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Amitis Capital 数字资产首席投资官 :未来 3 年市场需要 3000 亿美元增量资金才能使币价维持现状

2025-03-27 01:02:16

ChainCatcher 消息,Amitis Capital 数字资产首席投资官 Chris Solarz 在接受 Coindesk 采访时表示,所谓「山寨币齐涨」的时代已然终结。据统计,当前加密生态约有 4,000 万种代币,他预计 99.99% 终将归零,而值得讨论的代币不超过 100 个。

Solarz 指出,未来三年加密市场需要至少 3,000 亿美元新增资金才能维持当前价格,因为前 100 大代币将面临巨额解锁抛压。而对冲基金可配置的流动代币市场规模仅约 300 亿美元,散户早已转向 meme 币——换言之,当前根本没有足够买家承接抛盘。

“这就是悬顶之剑,也是山寨币整体短期内无法迎来牛市的原因”Solarz 表示。据悉,Chris Solarz 曾在投资者咨询公司 Cliffwater 负责近 80 亿美元的资产配置。

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