Mechanism Capital联合创始人Andrew Kang:从基本面来看以太坊很贵
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博链财经获悉,7月18日,加密投资公司Mechanism Capital联合创始人Andrew Kang对 以太坊 基本面进行分析。
他表示,以太坊Gas价格已经回到“ DeFi Summer”之前的水平,但以太坊价格已经较峰值下跌75%,网络收益/活动下降幅度更大。
在以太坊交易价格峰值时,其市盈率为33倍,但现在是123倍。如果按照33倍市盈率计算,以太坊合理的交易价格是360美元。
所以从基本面来看,以太坊很贵,但VC持有大量潜在资本,可以在高位购入以太坊,这可能导致以太坊在33倍市盈率以上触底。
以太坊可以被看作一种“商品-货币-股权”的混合体,市盈率的重要性在 牛市 中无关紧要,但在熊市中却是底部设定者密切关注的。
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