Tom Lee: El mercado oso de las criptomonedas se acerca a su fin, y Ethereum sigue beneficiándose de dos grandes narrativas positivas
By: rootdata|2026/04/20 23:40:53
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Según PR Newswire, el presidente de Bitmine, Thomas "Tom" Lee, declaró: "Estamos viendo cada vez más señales de que el mini invierno cripto está llegando a su fin".
Con los riesgos a la baja de la guerra entre Estados Unidos e Irán disminuyendo, ETH ha repuntado un 41% desde su mínimo a principios de febrero. Desde el estallido de la guerra, ETH ha superado al índice S&P 500 en 2.280 puntos básicos y sigue siendo el activo con mejor rendimiento a nivel mundial (sin incluir los precios del petróleo). Ethereum continúa beneficiándose de dos grandes narrativas positivas, incluyendo la tokenización de activos de Wall Street en la blockchain y la creciente necesidad de blockchains públicas y neutrales por sistemas de IA proxy.
A nuestro juicio, es significativo que ETH se haya convertido en el mejor almacén de valor en tiempos de guerra y que ETH haya liderado el mercado desde que comenzó la guerra. Aunque muchos creen que el invierno cripto puede durar hasta el otoño de 2026, nuestra perspectiva sigue siendo que el invierno cripto está llegando a su fin.
Desde 2015, cada invierno importante de las criptomonedas ha coincidido con un retroceso del mercado stock de al menos el 20%. De hecho, el retiro de las criptomonedas en 2025 ocurrió simultáneamente con una caída del 20% en el índice S&P 500. Sin embargo, en 2026, el retroceso stock fue más moderado, con solo un -8%.
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