In the evening, I chatted with a brother who helps listed companies in the US buy ETH, and I asked why everyone has been following the trend to do ETH micro-strategies lately.

A relatively straightforward reason is: there are currently too many Bitcoin micro-strategies, and if we do more of this now, it won't be easy to hype it up and find potential buyers to issue shares for fundraising. However, for ETH, there aren't too many competitors yet, and the expected window period is still one or two months.

At the same time, he believes that $ETH has a market value significantly smaller than $BTC , and the market's imaginative space is huge.