2025-12-27 22:20:28

ETH, as the native asset of the Ethereum network, has evolved from the initial idealistic vision of being the "world computer" to a solid settlement layer infrastructure—connecting global stablecoins, real-world assets, and decentralized finance.

From a trading perspective, the key range currently is $2750-$3100. Building a position at this level could set the stage for subsequent targets of $3500 (recovering recent technical levels), $4500 (testing previous highs), and above $5000 (aiming for new all-time highs). A stop-loss is set below $2500 to manage risk.

Why are we optimistic about ETH? The core logic boils down to one sentence: 2025 is the institutionalization year for Ethereum.

Regulatory breakthroughs are the primary driving force. The US federal stablecoin framework bill has been signed into law, a leading regulatory agency has explicitly stated that ETH is not a security, and compliance guidelines for staked assets have been issued—these former obstacles have now disappeared. Institutional capital is flowing in, with explosive growth in scale. On the spot ETF front, asset management has surged from about $4.2 billion in the first half of 2025 to $13.3 billion in the second half, with a peak monthly inflow of $3.7 billion. This is not scattered capital; it reflects genuine institutional allocation demand.

Corporate treasury actions further illustrate the point. At least 17 listed companies have included ETH in their strategic reserves, holding a total of 3.4 million ETH, valued at approximately $15.7 billion at current market prices. Among them, the top five companies alone hold 5.56 million ETH. This subtle but crucial shift redefines ETH from a speculative trading asset to a "productive treasury asset," gradually aligning its status with traditional safe-haven assets like gold and US Treasuries.

The irreplaceability of on-chain infrastructure is the second driving force. The sedimentation effects of DeFi, RWA, and stablecoin ecosystems continue to strengthen, and all these applications rely on Ethereum. Once network effects are established, they are difficult to shake.

ETH0,42%

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ApeEscapeArtist

· 8h ago

The term "Institutional Year One" is a bit exaggerated, but ETH really is different this time.

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BuyHighSellLow

· 8h ago

Institutionalization is here, and this time it's truly different --- Wow, $15.7 billion in national treasury reserves. This is no longer a retail game --- Feeling like entering at 2750 is a bit late? Still need to be patient and wait --- Spot ETF growth from $4.2 billion to $13.3 billion, this growth rate is insane --- Breaking the ice with regulation is indeed the key; the previous doubts about securities attributes have finally calmed down --- 3.4 million coins locked by listed companies, how's the liquidity? I'm a bit worried --- Network effects are truly unbeatable; how can other public chains compete --- $5,000 is not a dream, but it depends on how long institutional funds can support it --- I agree that the stablecoin ecosystem cannot do without Ethereum; the definition of productive assets is excellent --- $3.7 billion inflow in a single month, this is a sign of capital awakening

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RugPullSurvivor

· 8h ago

I've heard the term "institutionalization" so many times that I just want to know if this is another prelude to a new round of retail investors being exploited?

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