#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.