{"id":9414,"date":"2026-01-28T14:11:04","date_gmt":"2026-01-28T14:11:04","guid":{"rendered":"https:\/\/icobench.com\/kr\/?p=9414"},"modified":"2026-01-28T14:11:04","modified_gmt":"2026-01-28T14:11:04","slug":"ethereum-price-forecast-institutional-buyers-and-liquidity-cycles-signal-aggressive-upside-for-2026","status":"publish","type":"post","link":"https:\/\/icobench.com\/kr\/news\/ethereum-price-forecast-institutional-buyers-and-liquidity-cycles-signal-aggressive-upside-for-2026\/","title":{"rendered":"[2026\ub144 \uc774\ub354\ub9ac\uc6c0 \uc804\ub9dd] \uae30\uad00 \uc790\uae08\uacfc \uc720\ub3d9\uc131 \uc0ac\uc774\ud074\uc774 \ub9d0\ud558\ub294 \ub2e4\uc74c \uad6d\uba74"},"content":{"rendered":"
\uc774\ub354\ub9ac\uc6c0 \uc804\ub9dd\uc744 \ub458\ub7ec\uc2fc \ubd84\uc704\uae30\uac00 \ube60\ub974\uac8c \ub2ec\ub77c\uc9c0\uace0 \uc788\ub2e4. ETH\ub294 \ud604\uc7ac \ub2e4\uc2dc 3,000\ub2ec\ub7ec \uace0\uc9c0\ub97c \uc810\ub839\ud558\uba70, \ud65c\ubc1c\ud558\uac8c \uac70\ub798\ub418\uace0 \uc788\uc73c\uba70 \uac00\uaca9 \ubcc0\ub3d9\uc131\uc740 \uc81c\ud55c\uc801\uc774\ub2e4. \uadf8\ub7ec\ub098 \uc218\uba74 \uc544\ub798\uc5d0\uc11c\ub294 \ubd84\uba85\ud55c \ubcc0\ud654\uac00 \uac10\uc9c0\ub41c\ub2e4. \uae30\uad00 \uc790\uae08\uc774 \ub2e4\uc2dc \uc6c0\uc9c1\uc774\uace0 \uc788\ub2e4. \ub2e8\uae30 \ud2b8\ub808\uc774\ub529\uc774 \uc544\ub2cc, \uc7ac\ubb34 \uc804\ub7b5 \ucc28\uc6d0\uc758 \uc811\uadfc\uc774\ub2e4.<\/p>\n
2021\ub144 \ub7a0\ub9ac\ub97c \ub5a0\uc62c\ub9ac\uac8c \ud558\ub294 \uc7a5\uba74\uc774 \ubc18\ubcf5\ub418\uace0 \uc788\ub2e4. \ub2f9\uc2dc\uc5d0\ub3c4 \uac00\uaca9\uc740 \uc870\uc6a9\ud588\uace0, \uc720\ub3d9\uc131\uc740 \uba3c\uc800 \uc6c0\uc9c1\uc600\ub2e4. \uc774\ud6c4 \uac00\uaca9\uc774 \ub530\ub77c\uc654\ub2e4. \uc9c0\uae08\uc758 \uc774\ub354\ub9ac\uc6c0 \uc5ed\uc2dc \ube44\uc2b7\ud55c \uad6d\uba74\uc5d0 \uc9c4\uc785\ud588\ub2e4\ub294 \ud3c9\uac00\uac00 \ub098\uc628\ub2e4. \uc774\ub354\ub9ac\uc6c0 \uc804\ub9dd\uc774 \ub2e4\uc2dc \uc911\uc7a5\uae30 \uc2dc\uacc4\uc5d0\uc11c \ub17c\uc758\ub418\ub294 \uc774\uc720\ub2e4.<\/p>\n
<\/p>\n
\ucd5c\uadfc \uc2dc\uc7a5\uc758 \uc2dc\uc120\uc744 \ub048 \uc0ac\uac74\uc740 \ube44\ud2b8\ub9c8\uc778(BitMine)\uc758 \ub300\uaddc\ubaa8 \ub9e4\uc218\ub2e4. \uc774 \ud68c\uc0ac\ub294 \uc57d 5,800\ub9cc \ub2ec\ub7ec \uaddc\ubaa8\ub85c 2\ub9cc ETH\ub97c \ucd94\uac00 \ub9e4\uc785\ud588\ub2e4. \ub2e8\uc77c \uac70\ub798 \uae30\uc900\uc73c\ub85c\ub294 2025\ub144 \uc911\ubc18 \uc774\ud6c4 \ucd5c\ub300 \uc218\uc900\uc774\ub2e4. \uc774\ub85c\uc368 \ube44\ud2b8\ub9c8\uc778\uc758 \ucd1d \ubcf4\uc720\ub7c9\uc740 400\ub9cc ETH\ub97c \ub118\uc5b4\uc130\ub2e4. \ub2e8\uc21c\ud55c \ud3ec\ud2b8\ud3f4\ub9ac\uc624 \uc870\uc815\uc774 \uc544\ub2c8\ub77c, \uba85\ud655\ud55c \ubc29\ud5a5\uc131\uc744 \uac00\uc9c4 \uc7ac\ubb34 \uc804\ub7b5\uc73c\ub85c \ud574\uc11d\ub41c\ub2e4.<\/p>\n
\uc774\ub354\ub9ac\uc6c0\uc774 \uae30\uc5c5 \uc7ac\ubb34\uc81c\ud45c\uc5d0 \uc62c\ub77c\uac00\uae30 \uc2dc\uc791\ud588\ub2e4\ub294 \uc810\uc774 \ud575\uc2ec\uc774\ub2e4. \uc774\uc81c ETH\ub294 \ub2e8\uae30 \uac00\uaca9 \ubcc0\ub3d9\uc744 \ub178\ub9b0 \ud22c\uae30\uc801 \uc790\uc0b0\uc774 \uc544\ub2c8\ub77c, \uc7a5\ubd80\uc5d0 \uae30\ub85d\ub418\ub294 \uc804\ub7b5 \uc790\uc0b0\uc73c\ub85c \ucde8\uae09\ub41c\ub2e4. \uae30\uc5c5\ub4e4\uc740 \uc774\ub354\ub9ac\uc6c0\uc744 \uc2a4\ub9c8\ud2b8\ucee8\ud2b8\ub799\ud2b8 \uc778\ud504\ub77c\uc758 \ud575\uc2ec \uc790\uc0b0\uc73c\ub85c \ubcf8\ub2e4. \ud1a0\ud070\ud654<\/a> \uacb0\uc81c, \uc628\uccb4\uc778 \uc815\uc0b0, \ub514\uc9c0\ud138 \uc790\uc0b0 \uad00\ub9ac\uac00 \uc2e4\uc81c \uc6b4\uc601 \ub2e8\uacc4\ub85c \uc9c4\uc785\ud558\uba74\uc11c \uc774\ub354\ub9ac\uc6c0\uc758 \uc4f0\uc784\uc0c8\uac00 \uba85\ud655\ud574\uc84c\uae30 \ub54c\ubb38\uc774\ub2e4.<\/p>\n \uc774 \uac19\uc740 \ud750\ub984\uc740 \uacfc\uac70 \ube44\ud2b8\ucf54\uc778 \ud604\ubb3c ETF \ucd08\uc785 \uad6d\uba74\uacfc\ub3c4 \ub2ee\uc544 \uc788\ub2e4. \ub2f9\uc2dc\uc5d0\ub3c4 \uc2dc\uc7a5\uc740 \uac00\uaca9\ubcf4\ub2e4 \uad6c\uc870\uc758 \ubcc0\ud654\ub97c \uba3c\uc800 \uac10\uc9c0\ud588\ub2e4. \uc870\uc6a9\ud55c \ub9e4\uc9d1\uc774 \uc774\uc5b4\uc84c\uace0, \uc774\ud6c4 \uc720\ub3d9\uc131\uc774 \ud55c \ubc29\ud5a5\uc73c\ub85c \uc3e0\ub9ac\uba70 \uac00\uaca9\uc774 \ub530\ub77c \uc6c0\uc9c1\uc600\ub2e4. \uc9c0\uae08\uc758 \uc774\ub354\ub9ac\uc6c0 \uc5ed\uc2dc \ube44\uc2b7\ud55c \uacbd\ub85c\ub97c \uac77\uace0 \uc788\ub2e4\ub294 \ud3c9\uac00\uac00 \ub098\uc628\ub2e4.<\/p>\n \uc554\ud638\ud654\ud3d0 \uc2dc\uc7a5\uc744 \uc624\ub7ab\ub3d9\uc548 \ubaa8\ub2c8\ud130\ub9c1\ud574 \uc628 \ud22c\uc790\uc790\ub77c\uba74 \uc774 \uc2dc\uae30\ub97c \uac15\ub82c\ud558\uac8c \uae30\uc5b5\ud558\uace0 \uc788\ub2e4. \uac00\uaca9\uc774 \uc544\ub2cc \uc7ac\ubb34 \uc804\ub7b5, \ucc28\ud2b8\uac00 \uc544\ub2cc \ub300\ucc28\ub300\uc870\ud45c\uc5d0\uc11c \uc2e0\ud638\uac00 \uba3c\uc800 \ub098\ud0c0\ub098\ub294 \uad6c\uac04\uc774\ub2e4. \uadf8\ub9ac\uace0 \uc774\ub7f0 \uad6d\uba74\uc740 \ub300\uac1c \uae38\uace0 \uae4a\uc740 \ucd94\uc138\uc758 \ucd9c\ubc1c\uc810\uc774 \ub41c\ub2e4.<\/p>\n \uc774\ub354\ub9ac\uc6c0 \uc804\ub9dd\uc5d0\uc11c \ubc18\ubcf5\uc801\uc73c\ub85c \uc5b8\uae09\ub418\ub294 \ud0a4\uc6cc\ub4dc\ub294 \u2018\uae00\ub85c\ubc8c \uc720\ub3d9\uc131\u2019\uc774\ub2e4. 2021\ub144 ETH\ub294 \ub7ec\uc1402000 \uc9c0\uc218\uac00 \uace0\uc810\uc744 \ub3cc\ud30c\ud55c \ub4a4 \uc57d 119\uc77c \ud6c4 \uae09\ub4f1\ud588\ub2e4. \uc0c1\uc2b9\ub960\uc740 226%\uc5d0 \ub2ec\ud588\ub2e4. \ub2f9\uc2dc\uc5d0\ub3c4 \uae30\uc220\uc801 \uc2e0\ud638\ubcf4\ub2e4 \uac70\uc2dc \uc720\ub3d9\uc131\uc774 \uba3c\uc800 \ubc18\uc751\ud588\ub2e4.<\/p>\n \ucd5c\uadfc \ub7ec\uc1402000\uc740 \ub2e4\uc2dc \uc6d4\ubd09 \uae30\uc900 \uc2e0\uace0\uc810\uc744 \uae30\ub85d\ud588\ub2e4. \uc774 \ud328\ud134\uc774 \ubc18\ubcf5\ub41c\ub2e4\uba74, \uc2dc\uc7a5\uc740 2026\ub144 1\ubd84\uae30\ub97c \uc911\uc694\ud55c \uc2dc\uc810\uc73c\ub85c \ubcf4\uac8c \ub41c\ub2e4. \ud2b9\ud788 ETH\uc758 \uc2e4\ud604 \uac00\uaca9(realized price)\uc774 2,720\ub2ec\ub7ec\uae4c\uc9c0 \uc62c\ub77c\uc624\uba70 \uc7a5\uae30 \ubcf4\uc720\uc790\ub4e4\uc758 \ubc29\uc5b4\uc120\uc774 \ud615\uc131\ub410\ub2e4.\u00a0\uc774\ub294 \ub2e8\uae30 \uc7ac\ub8cc\uac00 \uc544\ub2c8\ub2e4. \uc774\ub354\ub9ac\uc6c0\uc774 \ub2e4\uc74c \ub2e8\uacc4\ub85c \uc774\ub3d9\ud558\uae30 \uc704\ud55c \uad6c\uc870\uc801 \uc2e0\ud638\ub2e4.<\/p>\n \ub2e8\uae30 \ubaa8\ub378\uc740 \ube44\uad50\uc801 \ubcf4\uc218\uc801\uc774\ub2e4. 2026\ub144 2\uc6d4 \ucd08 \uae30\uc900 \uc774\ub354\ub9ac\uc6c0 \ubaa9\ud45c\uac00\ub294 \uc57d 3,240\ub2ec\ub7ec\ub85c \uc81c\uc2dc\ub41c\ub2e4. \ud604\uc7ac \uac00\uaca9\ub300\uc5d0\uc11c \uc644\ub9cc\ud55c \uc0c1\uc2b9\uc744 \uc804\uc81c\ub85c \ud55c \uc218\uce58\ub2e4. \uae09\uaca9\ud55c \ubaa8\uba58\ud140\ubcf4\ub2e4\ub294 \uc720\ub3d9\uc131 \ud68c\ubcf5\uacfc \uc810\uc9c4\uc801 \uc218\uc694 \uc99d\uac00\ub97c \ubc18\uc601\ud55c \uacb0\uacfc\ub2e4. \uadf8\ub7ec\ub098 \uc911\uae30 \uad6c\uac04\ubd80\ud130 \uc2dc\ub098\ub9ac\uc624\ub294 \ubd84\uba85\ud788 \uac08\ub77c\uc9c4\ub2e4.<\/p>\n 3\uc6d4 \ud3c9\uade0 \uac00\uaca9\uc740 4,700\ub2ec\ub7ec \uc774\uc0c1\uc774 \uac70\ub860\ub41c\ub2e4. \uae00\ub85c\ubc8c \uc720\ub3d9\uc131 \ud655\uc7a5\uacfc \ud568\uaed8 \uac70\ub798\ub7c9\uc774 \ub3d9\ubc18\ub420 \uacbd\uc6b0\ub2e4. \uac15\uc138 \uad6c\uac04\uc5d0\uc11c\ub294 5,000\ub2ec\ub7ec \ub3cc\ud30c \uac00\ub2a5\uc131\ub3c4 \uc5b8\uae09\ub41c\ub2e4. \uc774\ub354\ub9ac\uc6c0 \uc804\ub7b5 \ube44\ucd95 \uae30\uc5c5 \ube44\ud2b8\ub9c8\uc778\uc744 \uc774\ub04c\uace0 \uc788\ub294 \ud1b0 \ub9ac\ub294 2026\ub144 \ucd08 ETH \uac00\uaca9\uc744 7,000~9,000\ub2ec\ub7ec \ubc94\uc704\ub85c \ubcf8\ub2e4. \uadf8\ub294 \uae30\uad00 \uc790\uae08\uc758 \uc720\uc785 \uc18d\ub3c4\uac00 \uc608\uc0c1\ubcf4\ub2e4 \ube60\ub974\ub2e4\ub294 \uc810\uc744 \uadfc\uac70\ub85c \ub4e0\ub2e4. \uc2a4\ud0e0\ub2e4\ub4dc\ucc28\ud0c0\ub4dc \uc5ed\uc2dc \uac19\uc740 \ub9e5\ub77d\uc5d0\uc11c \ubaa9\ud45c\uac00\ub97c 7,500\ub2ec\ub7ec\ub85c \uc0c1\ud5a5\ud588\ub2e4.<\/p>\n \uac00\uc7a5 \uacf5\uaca9\uc801\uc778 \uc2dc\ub098\ub9ac\uc624\ub294 2\ub9cc \ub2ec\ub7ec\ub2e4. \uc804\uc81c \uc870\uac74\uc740 \uba85\ud655\ud558\ub2e4. \uc774\ub354\ub9ac\uc6c0\uc774 \ud1a0\ud070\ud654 \uae08\uc735\uc758 \uae30\ubcf8 \uacb0\uc81c \ub808\uc774\uc5b4\ub85c \uc790\ub9ac \uc7a1\uc744 \uacbd\uc6b0\ub2e4. \uc2e4\ubb3c \uc790\uc0b0 \ud1a0\ud070\ud654, \uc2a4\ud14c\uc774\ube14\ucf54\uc778<\/a> \uacb0\uc81c, \uc628\uccb4\uc778 \uc815\uc0b0\uc774 \uc774\ub354\ub9ac\uc6c0\uc744 \uc911\uc2ec\uc73c\ub85c \uace0\ucc29\ud654\ub420 \ub54c \uac00\ub2a5\ud55c \uadf8\ub9bc\uc774\ub2e4. \uc774 \uacbd\uc6b0 ETH\ub294 \uadf8\uc800 \uc774 \uc2dc\uc7a5\uc758 \uac00\uc7a5 \uc720\ub9dd\ud55c \uc54c\ud2b8\ucf54\uc778<\/a> \uc815\ub3c4\uac00 \uc544\ub2c8\ub77c, \uae08\uc735 \uc778\ud504\ub77c\ub97c \uad6c\uc131\ud558\ub294 \ud575\uc2ec \uc790\uc0b0\uc774 \ub41c\ub2e4.<\/p>\n \uc774\ub354\ub9ac\uc6c0\uc740 \uc774\ubbf8 \uc2e4\uc0ac\uc6a9 \uc9c0\ud45c\uc5d0\uc11c \uc555\ub3c4\uc801\uc774\ub2e4. \uc804 \uc138\uacc4 \uc2a4\ud14c\uc774\ube14\ucf54\uc778\uc758 \uc808\ubc18 \uc774\uc0c1\uc774 \uc774\ub354\ub9ac\uc6c0 \ub124\ud2b8\uc6cc\ud06c\uc5d0\uc11c \ubc1c\ud589\ub41c\ub2e4. \uc804\uccb4 \ube14\ub85d\uccb4\uc778 \uc218\uc218\ub8cc\uc758 \uc57d 40%\ub97c ETH\uac00 \ub9cc\ub4e0\ub2e4. \uc774\ub294 \ub2e8\uc21c \uc810\uc720\uc728\uc774 \uc544\ub2c8\ub2e4. \ub124\ud2b8\uc6cc\ud06c \ub3c5\uc810\uc5d0 \uac00\uae5d\ub2e4.<\/p>\n ETF\uc640 \uae30\uc5c5 \uc7ac\ubb34\ub97c \ud1b5\ud574 \ud761\uc218\ub41c ETH\ub294 \uc804\uccb4 \uc720\ud1b5\ub7c9\uc758 \uc57d 3.8%\uc5d0 \ub2ec\ud55c\ub2e4. \ud2b9\ud788 \ucd5c\uadfc \ub450 \ub2ec \ub3d9\uc548 \uae30\uc5c5 \uc7ac\ubb34 \uc8fc\uccb4\uac00 \ub9e4\uc218\ud55c \ubb3c\ub7c9\uc740 230\ub9cc ETH\ub97c \ub118\ub294\ub2e4. \uc774\ub294 \uacfc\uac70 \ube44\ud2b8\ucf54\uc778<\/a> \ucd95\uc801 \uad6d\uba74\ubcf4\ub2e4 \ube60\ub978 \uc18d\ub3c4\ub2e4.<\/p>\n \uc774\ub7f0 \uad6c\uc870\ub294 \ud604\uc7ac \ubaa8\ub4e0 \ud22c\uc790\uc790\ub4e4\uc774 \uae30\ub2e4\ub9ac\uace0 \uc788\ub294\u00a0\uc54c\ud2b8\ucf54\uc778 \uc2dc\uc98c<\/a>\uc758 \uae30\uc900\uc810\uc744 \ubc14\uafbc\ub2e4. \ub2e8\uae30 \ud38c\ud551\uc774 \uc544\ub2cc, \uad6c\uc870\uc801 \ud655\uc7a5\uc774 \uac00\ub2a5\ud55c \uc790\uc0b0\ub9cc\uc774 \ub2e4\uc74c \uad6d\uba74\uc5d0\uc11c \uc0b4\uc544\ub0a8\ub294\ub2e4.<\/p>\n \uc2dc\uc7a5\uc5d0\uc11c\ub294 \uc5ec\uc804\ud788 \ud30c\uc774\ucf54\uc778 \uc804\ub9dd<\/a>, \ubc14\uc774\ub0b8\uc2a4 \uc0c1\uc7a5<\/a> \uc774\uc288 \uadf8\ub9ac\uace0 \ub2e8\uae30\uc801\uc73c\ub85c \uae09\ub4f1\ud560 \uc2e0\uaddc \ucf54\uc778 \ucd94\ucc9c<\/a> \uc11c\uc0ac\ub4e4\uc774 \ubcf5\uc7a1\ud558\uac8c \ud63c\uc7ac \ub3fc \uc788\ub2e4. \uadf8\ub7ec\ub098 \uc774\ub354\ub9ac\uc6c0\uc758 \uc704\uce58\ub294 \ub2e4\ub974\ub2e4. \uc774\uc81c\ub294 \uc774\ubca4\ud2b8\uac00 \uc544\ub2cc \uc778\ud504\ub77c\ub2e4. \uc0c1\uc7a5 \uc5ec\ubd80\uac00 \uc544\ub2cc, \uae00\ub85c\ubc8c \uae08\uc735 \uad6c\uc870 \uc548\uc5d0\uc11c\uc758 \uc5ed\ud560\uc774 \ud575\uc2ec\uc774\ub2e4.<\/p>\n \uc54c\ud2b8\ucf54\uc778 \uc2dc\uc98c\uc774 \uc5f4\ub9b0\ub2e4\uba74, \uac00\uc7a5 \uba3c\uc800 \uae30\uc900\uc744 \uc81c\uc2dc\ud558\ub294 \uc790\uc0b0\uc740 \uc774\ub354\ub9ac\uc6c0\uc774 \ub420 \uac00\ub2a5\uc131\uc774 \ub192\ub2e4. ETH\uc758 \uc6c0\uc9c1\uc784\uc740 \ub2e4\ub978 \uc54c\ud2b8\ucf54\uc778\uc758 \uc0c1\ud55c\uc120\uc744 \uacb0\uc815\ud55c\ub2e4.<\/p>\n\uc720\ub3d9\uc131\uc774 \uba3c\uc800 \uc6c0\uc9c1\uc778\ub2e4, 2021\ub144\uacfc \ub2ee\uc740 \ud328\ud134<\/span><\/h2>\n
\uc774\ub354\ub9ac\uc6c0 \uac00\uaca9 \uc804\ub9dd, 3,200\ub2ec\ub7ec\uc5d0\uc11c 2\ub9cc \ub2ec\ub7ec\uae4c\uc9c0<\/span><\/h2>\n
<\/p>\n\uc2a4\ud14c\uc774\ube14\ucf54\uc778, ETF, \uadf8\ub9ac\uace0 \uc774\ub354\ub9ac\uc6c0\uc758 \ub3c5\uc810 \uad6c\uc870<\/span><\/h2>\n
<\/p>\n\uc774\ub354\ub9ac\uc6c0\uc774 \ub2e4\ub978 \uc54c\ud2b8\ucf54\uc778 \uc790\uc0b0\uacfc \ub300\ube44\ub418\ub294 \uc810<\/span><\/h2>\n