“They note that ETH's inflation rate will likely climb higher than the current 0.8% and that Ethereum will continue to lose mindshare to competing chains like Solana and could even be cannibalized by its own layer-two ecosystem.”Coin Bureau, dẫn lời nguồn khác: Lạm phát — quanh mức 0.8%
Được nói ngày 10/03/2026, tại 17:19 trong video.
Khung thời gian được kiểm chứng
Chỉ số giá tiêu dùng (CPI): Cục Thống kê Lao động Mỹ (BLS), qua FRED, số liệu công bố lần đầu. Vùng tô là khung thời gian được kiểm chứng; vùng xám là các giai đoạn suy thoái.
Kết quả ở từng khung thời gian
Hiển thị đủ mọi khung, không chọn khung có lợiDự báo của người khác — không chấm
Ngữ cảnh xung quanh
investment than other assets. However, the report notes that neither claim holds up. While ETH staking offers about a 2.7% annual yield, US treasuries, widely considered the safest investment, yield around 4.1% per year. On top of that, ETH is slightly inflationary at 0.8%. Now, given that ETH's value has dropped while treasuries remain stable, Bitmain clearly would have been better off playing it safe. As such, the authors make a number of damning predictions about Ethereum's future. They note that ETH's inflation rate will likely climb higher than the current 0.8% and that Ethereum will continue to lose mindshare to competing chains like Solana and could even be cannibalized by its own layer-two ecosystem. They note that this deterioration is already happening before our very eyes and state that {quote} in the end, ETH holders will be left with little of economic substance. We are short and think ETH is headed lower. And with that, we've reached the end of the report. And remember, you can find a link to the full version in the description below. But right now, you're probably all wondering what this means for Ethereum's future. Well, while Fusaka seems to have done more harm than good,
Lời của người nói được giữ nguyên văn và không bao giờ được dịch. Đường dẫn mở đúng giây đó trong video.
Thêm nhận định về Lạm phát
Graham Stephan, dẫn lời nguồn khác: một nhận định không rõ hướng
“they're now expecting interest rates to increase a little bit in 2026 before falling back down again in 2027 and once again in 2028. They also expect inflation to remain elevated at 3.6% throughout 2026 before eventually falling back down again.”
17/06/2026
Graham Stephan, dẫn lời nguồn khác: Lạm phát sẽ lên 3.6%
“They also expect inflation to remain elevated at 3.6% throughout 2026 before eventually falling back down again.”
17/06/2026
Graham Stephanmột nhận định đang được xem xét lại
“First, taxes are going up.”
01/06/2026
Graham Stephanmột nhận định không rõ hướng
“First, we could see inflation slowly subside and yields come back down on their own, or yields keep going up and eventually the Federal Reserve has to step in.”
18/05/2026
Graham Stephan, dẫn lời Goldman Sachs: Lạm phát — quanh mức 1%
“Goldman Sachs estimates that this would still push inflation up by 1% through mid-2026.”
20/04/2026
Coin Bureau, dẫn lời Federal Reserve: Lạm phát sẽ xuống 2.7%
“the Federal Reserve's recent summary of economic projections insists that inflation will magically settle at just 2.7% over the exact same time frame.”
09/04/2026