"Slow rise, steady rise, reserve asset" phase. And ETH is: **"Transaction layer → Settlement layer → Custody layer → Financial infrastructure layer"** All exploding simultaneously. Wall Street always buys assets with "certainty + growth potential." And now BTC only has certainty, While ETH simultaneously satisfies: Growth potential (L2, RWA, prediction markets, tokenized securities) Deflationary aspect (burning 1500 ETH/day) Macroeconomics (most affected by interest rate cuts) Technical factors (inventory clearing, strong support, short squeeze structures) This is why Yilihua says: "Funds will rotate from BTC to ETH." Wall Street's instinct is the sharpest.
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BTC has entered the:
"Slow rise, steady rise, reserve asset" phase.
And ETH is:
**"Transaction layer → Settlement layer → Custody layer → Financial infrastructure layer"**
All exploding simultaneously.
Wall Street always buys assets with "certainty + growth potential."
And now BTC only has certainty,
While ETH simultaneously satisfies:
Growth potential (L2, RWA, prediction markets, tokenized securities)
Deflationary aspect (burning 1500 ETH/day)
Macroeconomics (most affected by interest rate cuts)
Technical factors (inventory clearing, strong support, short squeeze structures)
This is why Yilihua says:
"Funds will rotate from BTC to ETH."
Wall Street's instinct is the sharpest.