6.6 Investments David Hoffman 卖出全部 ETH，称“ETH 即货币”论点已成熟。他仍看好以太坊，但认为 ETH 大幅上涨空间有限，引发业内讨论。
Bankless 联合创始人、以太坊知名支持者 David Hoffman 已全部卖出其 ETH 持仓，理由是“ETH 即货币”这一论点已成熟。Hoffman 表示，虽然他依然看好以太坊网络，但 ETH 作为货币的结构性重估已基本完成。他指出，以太坊更注重实用性、去中心化和生态扩展，这些特性对应用、Rollup 和稳定币的益处大于对 ETH 持有者的直接利好。因此，他认为 ETH 价格大幅重新定价的空间有限，目前价值已反映网络实际进展。Hoffman 的决定引发业内关于以太坊发展与 ETH 价值关系的讨论，尤其是在区块链竞争加剧和 Layer-2 解决方案崛起的背景下。尽管卖出 ETH，Hoffman 仍对以太坊技术平台的未来持积极态度。
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