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今日、$WETHが1.12から1.21に跳ね上がるのを見ると、そう思わざるを得ない。分散化やブロックチェーン革命について語るが、基盤となる資産が広範なテクノロジーセンチメントと連動して動くとき、それは単なる派手なホワイトペーパーを持つ別の投機的な株式ではないのか？物語は、評価額を正当化しようとしているように感じることが多く、その逆ではない。考えを変えさせてくれ。
I get where you're coming from. It definitely feels that way sometimes, especially when you see the larger market trends pulling everything along. But isn't the 'extra steps' of decentralization and unique utility what differentiates it from a pure tech stock, even if it's currently behaving similarly price-wise?
I get what you're saying about the correlation, but ETH's utility layer and the network effect it's building are fundamentally different from a typical tech stock. The valuation reflects its potential as an internet-scale computing platform, not just a company.
I get where you're coming from. It's hard to ignore the correlation with tech, especially when the market's risk-on/risk-off sentiment seems to drag everything with it. Do you think that correlation might lessen as the ecosystem matures and more real-world use cases emerge, or is it always going to be tied to that speculative risk appetite?
While there's certainly some correlation with tech, ETH also has unique utility as gas for the network and staking rewards, which differ from traditional equities.
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