【Two Major Hard-Core Benefits of Ethereum in the Second Half of the Year: Is the Market About to Heat Up Early?】
Recently, friends who want to keep an eye on ETH should be alert. The two positive signals in the second half of the year are substantial and definitely worth focusing on—
First Wave: November Osaka Upgrade, Performance Directly "Boosted"
Following the previous Prague upgrade, Ethereum's Fusaka Osaka upgrade has been confirmed to officially launch in early November. This is absolutely the most anticipated hype line for the second half of the year. Those familiar with the ETH rhythm know that the previous upgrades from Shanghai to Cancun caused a surge in coin prices both before and after each implementation; even the Prague upgrade, which was previously affected by external factors like Trump's tariffs, eventually ignited market activity. By this pattern, it wouldn't be exaggerated to conservatively estimate that this Osaka upgrade could lead to a 30% increase in ETH's value.
What’s more critical is that this upgrade is not just “concept hype.” The previous Prague upgrade was more of a preparation with no actual enhancement in network performance; however, the Osaka upgrade is genuinely aimed at “speeding up,” and it's said to be able to enhance Ethereum's performance by 25 times. Ethereum is no longer the small circle game it used to be; Wall Street funds have already entered the market, and this hard-core technological breakthrough has a potential that is absolutely greater than previous upgrades.
Second Wave: October ETF Unlocking Staking Function, Is Wall Street Going to “Snatch Goods”?
Another major piece of news is that the Ethereum spot ETF is likely to be approved for staking functionality in October. This means that investors holding the ETF can earn an additional staking yield of about 3%. How appealing is this yield? Just look at the market: the U.S. Treasury yield that Wall Street is frantically chasing is only about 4%, and the annual return of the S&P 500 is typically in the single digits. Even stable dividend stocks like Coca-Cola have an annual dividend yield of only around 3%. This additional 3% yield from the ETH ETF not only significantly enhances the ETF's attractiveness but is also a naturally suitable “bonus” for speculation.
On one hand, there is the influx of funds brought by the October ETF staking function, and on the other hand, the technical breakthrough of the November Osaka upgrade. Both of these positive signals are tangible and visible benefits. In the next two months, Ethereum's market is likely to heat up much earlier than expected.