财经少华
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Institutional funds continue to flow in, is ETH waiting to take off?
Bitcoin accounts for 60% of the market, while Ethereum only accounts for 10%, a record low in nearly four years, showing that Ethereum may be the value depression in cryptocurrencies.
Problems and advantages of Ethereum
Problems:
Ethereum gas fees fell by 54%. On the one hand, Ethereum L2 diverted some business, and on the other hand, Ethereum did not catch up with the "shit coin" craze, while SOL gained temporary traffic due to "shit coins".
Advantages:
SOL is not decentralized enough and it is difficult to become a big capital stage. Ethereum has the advantage of decentralization. The TVL denominated in ETH has risen by 25%, and the current TVL of Ethereum is 7 times that of SOL, consolidating its position as the leader of decentralized finance.
The basis for Ethereum's imminent take-off
Smart money inflow: On the surface, 7 million Ethereum outflowed last week, and SOL and XRP had capital inflows due to ETF applications. But after conversion, it was found that the inflow of Ethereum this month was 9.6 times that of SOL, and the inflow this year was 4.5 times that of SOL. Goldman Sachs increased its holdings of Ethereum ETF by 2000% in the fourth quarter of last year, indicating that more smart money is flowing into Ethereum.
Dongfeng helps:
First, the supervision of pledged ETFs has broken the ice. Cboe BZX Exchange and New York Stock Exchange have submitted proposals related to Ethereum ETF pledge. If approved, ETH ETF will become an interest-bearing asset, or attract traditional funds and open up a trillion-dollar market.
Second, the Pectra upgrade in April 2025, EIP-3074 can reduce user interaction costs, EIP-7251 can benefit institutions and attract more than $20 billion in new pledge funds, and ERC-7683 and 7841 can unify cross-chain standards.
Conclusion
Ethereum's long-term low price has made more people forget its many advantages.
As the world's first programmable blockchain, Ethereum has a strong network effect and a large developer community. Its smart contract function and decentralized application platform provide fertile ground for countless innovative projects. As more large institutional funds flow into Ethereum ETP, the value of Ethereum will be rediscovered.
The current ETH price is still determined by centralized exchanges, and most centralized exchanges lack supervision. Before Ethereum takes off, it is not difficult to take the time to insert a pin and draw a door for you to harvest.
Leverage can magnify profits, but it can also accelerate destruction - controlling risks and protecting principal is the way to survive.
Bitcoin accounts for 60% of the market, while Ethereum only accounts for 10%, a record low in nearly four years, showing that Ethereum may be the value depression in cryptocurrencies.
Problems and advantages of Ethereum
Problems:
Ethereum gas fees fell by 54%. On the one hand, Ethereum L2 diverted some business, and on the other hand, Ethereum did not catch up with the "shit coin" craze, while SOL gained temporary traffic due to "shit coins".
Advantages:
SOL is not decentralized enough and it is difficult to become a big capital stage. Ethereum has the advantage of decentralization. The TVL denominated in ETH has risen by 25%, and the current TVL of Ethereum is 7 times that of SOL, consolidating its position as the leader of decentralized finance.
The basis for Ethereum's imminent take-off
Smart money inflow: On the surface, 7 million Ethereum outflowed last week, and SOL and XRP had capital inflows due to ETF applications. But after conversion, it was found that the inflow of Ethereum this month was 9.6 times that of SOL, and the inflow this year was 4.5 times that of SOL. Goldman Sachs increased its holdings of Ethereum ETF by 2000% in the fourth quarter of last year, indicating that more smart money is flowing into Ethereum.
Dongfeng helps:
First, the supervision of pledged ETFs has broken the ice. Cboe BZX Exchange and New York Stock Exchange have submitted proposals related to Ethereum ETF pledge. If approved, ETH ETF will become an interest-bearing asset, or attract traditional funds and open up a trillion-dollar market.
Second, the Pectra upgrade in April 2025, EIP-3074 can reduce user interaction costs, EIP-7251 can benefit institutions and attract more than $20 billion in new pledge funds, and ERC-7683 and 7841 can unify cross-chain standards.
Conclusion
Ethereum's long-term low price has made more people forget its many advantages.
As the world's first programmable blockchain, Ethereum has a strong network effect and a large developer community. Its smart contract function and decentralized application platform provide fertile ground for countless innovative projects. As more large institutional funds flow into Ethereum ETP, the value of Ethereum will be rediscovered.
The current ETH price is still determined by centralized exchanges, and most centralized exchanges lack supervision. Before Ethereum takes off, it is not difficult to take the time to insert a pin and draw a door for you to harvest.
Leverage can magnify profits, but it can also accelerate destruction - controlling risks and protecting principal is the way to survive.
Disclaimer: Includes third-party opinions. No financial advice. May include sponsored content. See T&Cs.
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