Institutions are frantically buying Ethereum, and the trillion-dollar track is launching.
Institutional Whales Absorb ETH
Hundreds of billions in capital are flooding into Ethereum. BlackRock's spot ETF has reached $8.7 billion, with a single-day purchase of $300 million in ETH and an application for a staking ETF that could unlock hundreds of billions in pension funds. Public companies are starting an ETH reserve wave: SharpLink ($1.278 billion), Bitmine ($1.07 billion) are hoarding coins, and Middle Eastern sovereign funds purchased over $200 million in ETH in a single day, with 317,000 ETH flowing out of exchanges for discreet accumulation.
SEC Green Light Ignites Market
The SEC is being urged to expedite the update of the Ethereum spot ETF filing, with the approval probability soaring from 25% to 75%. ETH surged by 19.4% to $3,687, with short positions liquidating $259 million. The first U.S. stablecoin federal regulatory framework has been passed, accelerating capital entry as regulatory fog dissipates.
Triple Value Reconstruction
Digital Oil: Gas consumption drives transactions, with a fixed annual issuance of 1.5% and a destruction mechanism leading to net deflation (rate of 0.1%);
3.5% Risk-Free Yield: Staking yields crush U.S. Treasuries; if BlackRock launches a staking ETF, a dual engine of price and yield will kick off;
Deflationary Scarcity: On-chain activity accelerates ETH burning, sharply tightening supply and demand.
Trillion-Dollar Track Erupts
RWA (Real World Assets): On-chain scale increased by 260% in six months to $25.4 billion, with Ethereum holding a 58.4% share. BlackRock's tokenization of U.S. Treasuries has ignited demand.
Staking Ecosystem: BlackRock's ETF solution locks liquid staking derivatives (LSD), with tokens from protocols like Lido soaring. Demand for compliant node service providers like Coinbase and Kraken has surged.
Price Prediction Divergence
Technical breakout targets $4,000, with a pullback risk to $3,530. Optimistic models predict that if the staking ETF is approved and Layer 2 surges, it may reach $15,000 by the end of the year, while conservative views see it at $7,000 to $10,000.
BlackRock increased its holdings by 17,000 ETH last night, and Standard Chartered has included ETH in its trading interface. The new financial system driven by 'digital oil' is accelerating its formation, with the RWA market size expected to exceed $30 trillion by 2030.
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