Tom Lee：ETH/BTC比率将在2026年下半年走强，以太坊货币叙事正获得牵引力

Tom Lee：ETH/BTC比率将在2026年下半年走强，以太坊货币叙事正获得牵引力

2026-07-03 09:15View Original

ChainThink 消息，7 月 3 日，据公开表态，BitMine 董事长 Tom Lee 表示，ETH/BTC 比率在 2026 年下半年有充分理由走强，核心逻辑是以太坊作为货币的叙事正获得市场牵引。

其并预计，该比率将在 2026 年全年持续上升。Tom Lee 提到的主要催化因素包括稳定币持续增长、资产代币化浪潮，以及以太坊生态中新分叉与项目数量增加。

这些因素被其视为有助于强化 ETH 的价值储存属性，并改善其相对 BTC 的表现。

宏观层面上，其还指出，油价回落缓解通胀压力，加密资产仍被视为 AI 叙事的下游受益方向，而《CLARITY 法案》与《GENIUS 法案》的推进，也为监管利好预留了窗口。

Disclaimer: Contains third-party opinions, does not constitute financial advice

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