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Amitis Capital 數字資產首席投資官 :未來 3 年市場需要 3000 億美元增量資金才能使幣價維持現狀

2025-03-27 01:02:16

ChainCatcher 消息,Amitis Capital 數位資產首席投資官 Chris Solarz 在接受 Coindesk 采访時表示,所謂「山寨幣齊漲」的時代已然終結。據統計,當前加密生態約有 4,000 萬種代幣,他預計 99.99% 最終將歸零,而值得討論的代幣不超過 100 個。

Solarz 指出,未來三年加密市場需要至少 3,000 億美元新增資金才能維持當前價格,因為前 100 大代幣將面臨巨額解鎖拋壓。而對沖基金可配置的流動代幣市場規模僅約 300 億美元,散戶早已轉向 meme 幣------換言之,當前根本沒有足夠買家承接拋盤。

"這就是懸頂之劍,也是山寨幣整體短期內無法迎來牛市的原因"Solarz 表示。據悉,Chris Solarz 曾在投資者諮詢公司 Cliffwater 負責近 80 億美元的資產配置。

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