PANews 3月6日消息，做空机构Culper Research宣布做空以太坊及与ETH相关的证券，包括BMNR。该机构认为，2025年12月Fusaka升级后ETH代币经济模型已受损，升级将Gas上限提升至4500万至6000万，本预期Gas费下降10-30%，实际却下降约90%，Vitalik和验证者对L1需求弹性的计算基于过时模型，误差达3-9倍。
Culper针对Tom Lee的看多观点提出反驳。Lee以活跃地址和交易量增长作为ETH基本面增强和机构采用的证据，但Culper分析显示，2025年1月至2026年2月的链上数据表明，这些活动实际上是由地址投毒和粉尘攻击引发的低价值交易潮所致。Fusaka升级后，95%的新增钱包为创建的粉尘攻击钱包，投毒攻击数量增长超3倍，占ETH交易增长的50%以上，目前占所有ETH交易的22.5%。Culper称Vitalik对此心知肚明并在抛售，预计ETH将进一步下跌。
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