Recently, many friends have asked me why Auntie Tai has been making great strides while Da Bing quickly retreated after reaching 120,000, displaying a trend opposite to that of Auntie Tai. Here, I will respond collectively to why this situation has occurred:
In the past seven days, ETH net inflow exceeded $2 billion, forming a rare 'scramble for positions' scenario. Such a level of institutional competition has never been seen before.
There are two core reasons why Wall Street institutions, and even large new funds entering the market, have suddenly flocked to ETH:
Firstly, BTC is no longer cheap. As digital gold, Bitcoin's status is solid, and it has already been 'locked up' by institutions like MicroStrategy. Allocating BTC at high prices indeed reduces its cost-effectiveness. But this is just the surface reason.
More importantly, institutions have begun to see the 'new financial paradigm' represented by Ethereum.
Bitcoin is gold, representing value storage; but Ethereum is more like the 'operating system of new finance' — it not only supports stablecoins, asset tokenization, and payment networks, which are reconstructing financial infrastructure, but also accommodates the entire trading, lending, and derivatives market on the chain.
In the future, not only will USD, US Treasuries, and US stocks be tokenized on the chain, but also gold, collectibles, real estate, and even BTC itself are being 'moved' onto the Ethereum network in a tokenized form (currently, more than $20 billion of BTC is circulating in the Ethereum ecosystem). This means that Ethereum is becoming the main platform for 'global asset tokenization'.
From this perspective, if you are an institution, facing a foundational platform that could support tens of trillions or even hundreds of trillions of financial assets, how would you choose? Would you continue to cram into Bitcoin's 'vault', or would you strategically position yourself in a 'super network' that can accommodate the entire future financial system?
The answer is already very clear.
The current institutional scramble for ETH is not short-term speculation, but a preemptive positioning battle for the future financial landscape. $ETH #ETH突破3600
In the past seven days, ETH net inflow exceeded $2 billion, forming a rare 'scramble for positions' scenario. Such a level of institutional competition has never been seen before.
There are two core reasons why Wall Street institutions, and even large new funds entering the market, have suddenly flocked to ETH:
Firstly, BTC is no longer cheap. As digital gold, Bitcoin's status is solid, and it has already been 'locked up' by institutions like MicroStrategy. Allocating BTC at high prices indeed reduces its cost-effectiveness. But this is just the surface reason.
More importantly, institutions have begun to see the 'new financial paradigm' represented by Ethereum.
Bitcoin is gold, representing value storage; but Ethereum is more like the 'operating system of new finance' — it not only supports stablecoins, asset tokenization, and payment networks, which are reconstructing financial infrastructure, but also accommodates the entire trading, lending, and derivatives market on the chain.
In the future, not only will USD, US Treasuries, and US stocks be tokenized on the chain, but also gold, collectibles, real estate, and even BTC itself are being 'moved' onto the Ethereum network in a tokenized form (currently, more than $20 billion of BTC is circulating in the Ethereum ecosystem). This means that Ethereum is becoming the main platform for 'global asset tokenization'.
From this perspective, if you are an institution, facing a foundational platform that could support tens of trillions or even hundreds of trillions of financial assets, how would you choose? Would you continue to cram into Bitcoin's 'vault', or would you strategically position yourself in a 'super network' that can accommodate the entire future financial system?
The answer is already very clear.
The current institutional scramble for ETH is not short-term speculation, but a preemptive positioning battle for the future financial landscape. $ETH #ETH突破3600
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ETH
3,812.91
+1.63%
BTC
118,776.01
+0.37%