마켓 분석회사, 연내 ETH 1만달러, BTC 10만달러 예상

마켓 분석회사인 펀드스트랫(Fundstrat)이 ETH가 올해 1만 달러까지 상승할 수 있다고 예상했습니다.

펀드스트랫은 아래와 같이 분석했습니다.

• 암호화폐의 네러티브(서사)가 비트코인에서 이더리움과 디파이, 웹3.0 앱같은 부분으로 옮겨가고 있다.
• 작년과 비교해 새로운 금융 응용 서비스들이 급증하면서 이더리움 네트워크의 규모가 지속적으로 확대되고 있다.
• 다양한 이더리움 기반 응용 서비스들은 비트코인과 비교해 3배 이상의 수수료를 발생시키고 있다.
• 수수료 소각으로 인한 ETH 공급 감소가 인플래이션을 넘어서면, 일반 기업들처럼 수익화가 가능함을 의미한다.

펀드스트랫은 BTC 연내 10만달러도 예상했습니다.

Ether (ETH), the second-largest cryptocurrency by market cap, could see further gains towards $10,000 this year after reaching a new all-time high around $2,780 on Thursday – a roughly threefold increase forecasted by FundStrat, a market research firm.
ETH is up about 40% for the month to date versus a 5% decline for bitcoin (BTC). “We’re maintaining our overweight ethereum vs. bitcoin recommendation from April 2020,” wrote FundStrat in a research note published on Thursday.

• “Ethereum’s market cap has risen to ~30% of bitcoin’s over recent weeks. During the last market cycle, ethereum broke this level and [had] as high as 80% of bitcoin’s value.”
• “The crypto narrative is shifting from bitcoin to ethereum and other segments like DeFi (decentralized finance) and Web 3.0 apps.”
• FundStrat is bullish on ETH as new financial applications are being developed on the Ethereum network, which has grown significantly in scale over the last year.
• “These applications are generating ~3x fees for the Ethereum network vs. Bitcoin, which trades at ~3x the market cap.”
• “In crypto accounting terms, this is the same as a company using revenue, less operating costs and earning profit that is used to buy back stock. This means the network would become profitable like a company once ETH supply reduction from burned fees outpaces inflation,” wrote FundStrat.
• FundStrat also expects bitcoin to reach $100,000 this year and the total cryptocurrency market cap to reach $5 trillion.

Reference
Coindesk, Ether Could Hit $10K, FundStrat Says, Touting Network Value Versus Bitcoin’s