Ethereum $ETH Current Several News and Fundamentals

First, American capital is trying to move some financial operations onto the blockchain, requiring a stable, decentralized, and never-down underlying layer, which ultimately can almost only be ETH. Therefore, layer two has become the main venue for institutions to test the waters, with various services operating on it. Positive for OP ARB ZK METIS SKL STRK.

Second, the POS mechanism is particularly friendly to institutions with large amounts of capital. Giants like ARK and BlackRock can directly build nodes on a large scale, which not only allows them to earn staking rewards but also positions them to benefit from future on-chain dividends associated with traditional asset issuances like U.S. Treasury bonds.

Third, from a tax perspective, ordinary users holding ETH long-term may face tax friction at the fund level, but institutional strategies differ. Companies like MicroStrategy can defer taxes through financial reporting structures, treating ETH as a reserve asset while simultaneously optimizing their balance sheet liabilities.

Fourth, analyst Tom Lee from South Korea directly compares the current ETH to Bitcoin in 2017. After the MicroStrategy model has been validated, Wall Street has begun to view ETH as a real infrastructure value rather than a speculative asset. Consequently, institutions are starting to enter the market to 'buy it'.