2025-12-20 06:10:59

#数字资产市场洞察 Ethereum's recent surge has a logical basis worth exploring

Honestly, recently institutional actions toward Ethereum have been somewhat different. The Fusaka upgrade directly addressed the bottleneck in real-time proofs, and the issues of ZK technology and cross-chain efficiency—these are not small matters.

From a capital perspective, the data is clear—after market cap adjustments, the demand for Ethereum ETFs has actually surpassed that of Bitcoin. BlackRock's holdings have surged by 241% this year. What does this indicate? Large funds are voting with their feet. $ETH institutional allocations are no longer "optional" but are gradually becoming "standard."

The real turning point hasn't arrived yet. Once ETF staking functionality is officially approved—this is almost a certainty—the 4%-6% annualized yield will become a highly attractive feature. Don't underestimate this yield; for institutions and large investors, it's akin to opening a brand new asset allocation channel. When that happens, what scale of inflows can we expect? Just imagine.

$BNB $SOL 's performance is also aligning with the validation of this cycle. The market revaluation has only just begun.

ETH0,33%

BTC0,2%

BNB1,57%

SOL0,06%

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NFTRegretter

· 2025-12-23 05:19

BlackRock 241%? Wow, this can't be serious.

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NeonCollector

· 2025-12-22 15:41

BlackRock 241%? Now ETH is really becoming the standard configuration, the pace of institutional buying the dip is too aggressive.

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LightningAllInHero

· 2025-12-22 06:22

BlackRock's Holdings rose by 241%, and now big institutions are really all in. Once the staking function is rolled out, what will the scale of capital inflow be... Just thinking about it is exciting. The Fusaka upgrade has indeed addressed many pain points, but the real test is just beginning. 4%-6% annualized, this is indeed a new channel for institutions. This wave of the cycle has just started, and there is more to come.

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Anon32942

· 2025-12-20 06:39

BlackRock's 241% increase in holdings—this data is truly incredible. I respect the institutional bottom-fishing rhythm.

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alpha_leaker

· 2025-12-20 06:38

BlackRock increased by 241%. This data is indeed solid. Once ETH staking is fully open, it could really attract funds... However, I still want to see how long this round can last.

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HashRateHustler

· 2025-12-20 06:36

BlackRock is already getting on board. Still asking when to buy? Fusaka directly addresses the pain points as soon as it launches. This time is different.

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NFT_Therapy_Group

· 2025-12-20 06:35

BlackRock's 241% increase in holdings, this data doesn't lie Institutions are really starting to treat ETH as a "standard," it feels like this time is different Once ETF staking is loosened, the 4%-6% annualized return is indeed attractive, large funds will flock in Fusaka upgrades to address pain points, technical aspects finally have a breakthrough, but we still need to see subsequent execution This cycle has just begun to warm up, it's far from the most exciting time

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DYORMaster

· 2025-12-20 06:30

BlackRock 241%—this number is no joke; institutions are really playing chess this time --- Once ETF staking is implemented, an annualized 4-6% return is really attractive for big players, and funds will pour in rapidly --- Fusaka upgrade has some substance; ZK issues should have been resolved long ago, but it's still better than nothing --- To put it simply, those entering now are just positioning early; once the staking feature opens, they'll probably have to queue again --- BNB and SOL are following the trend and rising, but the real star is still ETH. The logic of this cycle is quite clear --- Institutional allocation shifting from optional to standard? We all understand what this means, but the real show is still ahead --- Market revaluation has just begun? Then isn't it time to jump in quickly?

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