#以太坊市值超越Netflix Deep Market Signals

Valuation Logic Changes

Netflix: Valuation based on traditional metrics such as subscription users and content moats.

Ethereum: Valuation reflects its potential as a global settlement layer (Gas fee income, DApp ecosystem, staking economy), similar to the valuation expansion of early internet infrastructure.

Industry Competitive Landscape

Within the Crypto Space: ETH needs to address challenges from high-performance chains like Solana, with technological upgrades (such as Danksharding) being key.

Response from Traditional Enterprises: Meta, Google, and others may accelerate their Web3 strategies, potentially acquiring related projects or issuing on-chain assets.