#通货膨胀与物价 A phenomenon has become increasingly evident recently — when traditional financial elites are all discussing "asset on-chain," it is no longer a niche topic. The tokenization of US debt, the SEC chairman speaking out personally, and the growing consensus on Wall Street indicate that Ethereum has become the core carrier of this financial migration.
Even more interesting are the technical signals. Blob fees burn over 1500 ETH in a single day, and the prosperity of L2 directly feeds back to the mainnet — this means real economic activity is growing, and deflation is imminent. Compared to an era where inflation continuously erodes wealth, such assets are the true choice for anti-inflation.
Leverage speculation has fallen to a historic low, with only 10% of CEX reserves remaining, indicating that chips are being cleaned and concentrated into knowledgeable hands. During a rate cut cycle, capital is shifting from pure store-of-value assets like BTC to ETH with practical application scenarios — this is the market voting with its feet, choosing infrastructure with real utility.
The opportunity now is like seeing a city's foundation being reinforced. It’s not about betting on short-term fluctuations but witnessing a larger vision taking shape.
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#通货膨胀与物价 A phenomenon has become increasingly evident recently — when traditional financial elites are all discussing "asset on-chain," it is no longer a niche topic. The tokenization of US debt, the SEC chairman speaking out personally, and the growing consensus on Wall Street indicate that Ethereum has become the core carrier of this financial migration.
Even more interesting are the technical signals. Blob fees burn over 1500 ETH in a single day, and the prosperity of L2 directly feeds back to the mainnet — this means real economic activity is growing, and deflation is imminent. Compared to an era where inflation continuously erodes wealth, such assets are the true choice for anti-inflation.
Leverage speculation has fallen to a historic low, with only 10% of CEX reserves remaining, indicating that chips are being cleaned and concentrated into knowledgeable hands. During a rate cut cycle, capital is shifting from pure store-of-value assets like BTC to ETH with practical application scenarios — this is the market voting with its feet, choosing infrastructure with real utility.
The opportunity now is like seeing a city's foundation being reinforced. It’s not about betting on short-term fluctuations but witnessing a larger vision taking shape.