CoinShares ya gabatar da tsarin kimanta darajar Ethereum na shekaru biyar, yana hasashen farashin bull-case na $14,135 nan da shekarar 2031. Kamfanin yana jayayya cewa darajar Ethereum na dogon lokaci yanzu ta dogara kasa kan kudaden ma'amala na tushen Layer kuma fiye da rawar da yake takawa a matsayin kudi, jingina, da kayan aikin sasantawa a cikin tattalin arzikin Ethereum gabaɗaya.
Yaya Girma da Ƙananan Ethereum Zai Iya Kai nan da 2031?
Rahoton, wanda Luke Nolan, babban mai bincike na CoinShares na Ethereum ya rubuta, yana amfani da samfurin jimlar sassa wanda ya haɗa da kimanta kuɗin ruwa, kimanta ƙimar kuɗi, da ƙarin hanyar sadarwa ko hasashen hasashe. Sakamakon ya ƙunshi kewayo mai faɗi: yanayin bear na kusan $1,443 nan da 2031, yanayin tushe na $4,935, da yanayin bull na $14,135. Waɗannan alkaluma suna nuna dawowar shekara-shekara na -9%, 16%, da 43%, bi da bi, daga farashin yanzu.
Ethereum yana zama da wuya a kimanta. Bayan haɓakar Dencun, kudade sun ragu sosai, amma amfani da hanyar sadarwa ya ci gaba da girma. Sabon bincikenmu na Luke Nolan (@eazygambit) ya gabatar da tsarin jimlar sassa na shekaru 5 don ETH, wanda ya haɗa da kudaden ruwa, ƙimar kuɗi, da tasirin hanyar sadarwa. Yanayin tushe: ~$4,935… pic.twitter.com/dd938gknAR — CoinShares (@CoinSharesCo) Yuni 2, 2026
Babban ra'ayin shine cewa Ethereum ya zama da wuya a kimanta bayan Dencun. CoinShares ya lura cewa haɓakar ta canza ayyukan aiwatarwa daga tushen Layer zuwa hanyoyin sadarwa na Layer-2, yana rage farashin mai amfani da kuma ƙara yawan aiki, amma kuma yana rage yawan kudaden da suka tallafa wa labarin "ultrasound money" na ETH a baya. Kudaden mako-mako, waɗanda suka kai sama da dala miliyan 200 a farkon 2024, yanzu sun kusan dala miliyan 10, kodayake masu amfani na wata-wata sun ninka kusan sau biyu a lokaci guda.
"Ether ba hannun jari na fasaha ba ne kuma ba zinariya ta dijital ba ce," in ji rahoton. "Shi ne kadara ta asali na dandamali mara izini inda masu gini za su iya tura kusan komai, suna dogaro da tsaro mara izini, jagorancin ruwa, da samun dama ga duniya. A cikin wannan yanayin, ether kuma yana aiki azaman kudi da kuma jingina."
Wannan bambance-bambance ya tsara tsarin samfurin. Tsarin farko na CoinShares yana ɗaukar Ethereum kamar kasuwanci ne da ke siyar da sararin toshe, yana hasashen kudaden shiga daga cinikin DEX, canja wurin stablecoin, ayyukan DeFi, ma'amalolin blob, canja wurin ETH, sasantawar kadarori na ainihi, ayyukan staking, da sauran rukunin "sauran". A cikin wannan tsarin, gudummawar ga farashin ETH na 2031 tana da matsakaici: $25 a yanayin bear, $385 a yanayin tushe, da $2,055 a yanayin bull.
Makomar Ethereum ya Dogara da Ƙimar Kuɗi
Tsarin na biyu yana da nauyi da yawa. Yana ɗaukar ETH a matsayin tushen kuɗi da jingina na yanayin Ethereum, yana tsara buƙata daga staking, jingina DeFi, ajiyar Layer-2, kudaden shiga ETF, rabon asusun kamfanoni, da siyan ajiyar daraja. CoinShares ya ce wannan bangare yana samar da gudummawar farashin 2031 na $1,774 a yanayin bear, $3,960 a yanayin tushe, da $10,065 a yanayin bull.
A cikin rahoton, yanayin bull yana da niyya da gangan. Yana ɗauka cewa tushen buƙatun tsarin Ethereum yana girma da yawa, maimakon kawai daidaitawa. CoinShares ya tsara kudaden shiga sun kai dala biliyan 5.7 nan da 2031, wanda ke tallafawa da girman cinikin DEX a CAGR na 25% da kuma faɗaɗa kasuwar Ethereum L1 zuwa 35%. A wannan yanayin, wadatar stablecoin ta kai dala tiriliyan 2.8 a CAGR na 50%, yayin da kadarorin ainihi na tokenized suka kai dala biliyan 420 akan Ethereum musamman.
Kudaden shiga ETF suma babban abu ne. A yanayin bull, CoinShares ya ɗauka cewa kudaden shiga ETF na shekara sun kai dala biliyan 40 nan da 2031, yayin da siyan kamfanoni ya tashi zuwa dala biliyan 25 kuma buƙatar ajiyar daraja ta girma sosai yayin da nau'in kadara ya balaga. Ana amfani da mai ninka tsarin 3x akan matsin siyan, yana nuna kasuwa mai ƙarancin masu siyarwa da ƙarin gano farashi.
"Yanayin bull yana buƙatar abubuwan haɓaka buƙata guda shida da aka gano a sashe na 4 su haɗu a matakan girma, tare da Ethereum yana ƙara yawan kasuwar sa akan lokaci, maimakon kawai tsayawa. Kuna iya tunanin wannan a matsayin 'komai ya tafi daidai, sannan kuma wasu,'" in ji CoinShares. Yanayin tushe ya fi taka tsantsan, amma har yanzu yana da kyau. Yana ɗauka cewa Ethereum ya kasance babban blockchain na kwangila mai wayo, girman cinikin DEX yana girma a ƙimar shekara-shekara ta 17%, rabon DEX na Layer-1 ya tsaya a 20%, wadatar stablecoin akan Ethereum ta kai kusan dala biliyan 450 nan da 2031, kuma DeFi TVL ya girma a 25%. A wannan hanyar, ETH zai sami farashin da aka nuna na $4,935 nan da 2031—kusan haɓaka 110% a cikin shekaru biyar. CoinShares ya ce sakamakon da ya fi dacewa yana tsakanin yanayin tushe da bull. Rahoton ya yi jayayya cewa Ethereum baya buƙatar yin nasara a kowane fanni don cimma burin yanayin tushe, amma yana buƙatar kiyaye rabon DEX, riƙe matsayin stablecoin, isar da haɓaka kamar Glamsterdam, da ganin kudaden shiga ETH ETF sun inganta zuwa matakan da suka kusa da na bitcoin. Babban haɗari shine cewa tattalin arzikin Ethereum bayan Dencun ya kasance ba a warware ba. CoinShares musamman ya nuna raunin kudaden shiga, rashin tabbas na injiniyoyin blob, gasa daga sauran Layer-1s, matsalolin tsari, canje-canjen manufofin kuɗi, da jinkirin ci gaban haɓaka a matsayin abubuwan da zasu iya tilasta sake fasalin samfurin. A lokacin bugawa, ETH yana ciniki a $1,870. Hoton da aka nuna an ƙirƙira shi da DALL.E, chart daga TradingView.com.
Tambayoyin da Aka Yi Yawa
Anan akwai jerin tambayoyin da ake yi yawa game da hasashen CoinShares cewa Ethereum zai iya kaiwa 14135 nan da 2031, an rubuta su cikin yanayi mai haske da bayyananne.
Tambayoyin Matakin Farko
1 Menene CoinShares kuma me yasa zan damu da hasashensu?
CoinShares wani kamfani ne na saka hannun jari sananne wanda ya kware a kadarorin dijital kamar Bitcoin da Ethereum. Mutane suna kula saboda suna da kyakkyawan tarihin nazarin kasuwannin crypto da sarrafa manyan kudade ga masu saka hannun jari.
2 Don haka wannan yana nufin Ethereum zai buga 14135 nan da 2031?
A'a. Wannan hasashe ne na bullish—ma'ana shine mafi kyawun yanayinsu idan abubuwa sun tafi daidai. Ba garantin ba ne. Farashin crypto yana da canji sosai kuma farashin ainihi zai iya zama ƙasa da yawa ko sama.
3 Menene farashin Ethereum a yanzu?
Wannan yana canzawa kowace rana. Kuna iya duba farashi kai tsaye akan kowace babbar musayar crypto ko gidan yanar gizo kamar CoinMarketCap. Hasashen 14135 ya kusan sau 34 sama da inda yake ciniki kwanan nan.
4 Me yasa Ethereum zai tashi sosai a cikin shekaru 7 masu zuwa?
CoinShares ya yi imani cewa Ethereum zai ci gaba da girma saboda amfani da shi a cikin kuɗi mai rarraba, kwangiloli masu wayo, da alamun da ba na musamman ba. Suna kuma tunanin sabbin haɓaka zasu sa ya zama mai sauri da rahusa don amfani.
5 Shin wannan lokaci ne mai kyau don siyan Ethereum?
Wannan ya dogara da yanayin kuɗin ku da haɗarin da kuke iya ɗauka. Kada ku taɓa saka kuɗin da ba za ku iya rasa ba. Wannan hasashe ra'ayi ne ɗaya—yi binciken ku ko magana da mai ba da shawara kan kuɗi kafin siya.
Tambayoyin Matakin Tsaka-tsaki
6 Menene takamaiman abubuwan da CoinShares ya ambata don tabbatar da farashin 14135?
Rahotonsu ya nuna ƙarfin hanyar sadarwar Ethereum, karɓuwa daga cibiyoyi, nasarar hanyoyin haɓaka Layer-2, da yuwuwar Ethereum ya zama tushen sasantawa na duniya don kadarorin dijital.
7 Yaya hasashen CoinShares yake kwatanta da na sauran manazarta?
Yana kan ƙarshen mafi girma. Yawancin manazarta suna hasashen Ethereum a cikin kewayon 5000-10000 nan da 2030. CoinShares ya fi bullish saboda suna tsammanin karɓuwa daga cibiyoyi da sauri da kuma babbar rawar Ethereum a tsarin kuɗi.