2026-01-06 22:20:13

Many people are caught up in Ethereum's short-term fluctuations but fail to see what it is really doing. The story of blockchain is far more than just price rises and falls.

Taking Bitcoin as a comparison—it's digital gold with a very clear status. Ethereum is different; it’s more like a financial ecosystem on the chain. Its value isn’t measured by how many holders there are, but by the size of its on-chain economy. These are two different scales.

So what’s the next key? Bringing real-world assets onto the chain (RWA). When derivatives, bonds, and real estate rights around the world start settling on blockchain, why is Ethereum the first choice? Liquidity depth, developer base, security record—these advantages aren’t built overnight. No matter how many new public chains emerge, it’s hard to shake Ethereum in the short term.

Let’s do a quick calculation: if 1% of the global derivatives trading volume moves onto the chain, and the main part of it clears on Ethereum, the market cap under this assumption could already surpass that of the largest financial institutions today. Looking further ahead, if it becomes the secure underlying infrastructure for decentralized applications like DePIN, AI computing power, and more, the value dimension changes completely.

It’s like the internet in the 1990s. Back then, people only thought it was for sending emails, and no one imagined it would carry global finance and commerce. When the market is pessimistic, it’s often the best time to see the long-term opportunity. If Ethereum truly establishes itself as the foundational infrastructure for on-chain finance, then the price increase might just be a matter of time.

ETH-1,13%

BTC0,39%

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ser_we_are_early

· 8h ago

Well, you're right, but no one is really using RWA yet. --- I agree with the logic, just not sure when that day will come. --- The internet analogy from the 90s is getting old, but it does have some truth. --- As for liquidity depth, Sol is also chasing it now, so don't be too optimistic. --- If the price doesn't rise, no matter how many stories there are, it's all talk. The reality is this cruel. --- RWA has really taken off; Ethereum's position probably can't be shaken. --- As for data, providing real on-chain data is more convincing than these assumptions. --- Algorithmic stablecoins can fail too. Why should we believe in this long-term logic? I'm a bit hesitant. --- This is what we should be discussing, not screaming every day at the K-line. --- Wait, if Polygon, Arbitrum, and other Layer 2 solutions really take off, why does it have to be Ethereum?

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MetaverseLandlord

· 01-08 02:08

Isn't everyone who sold coins regretting it?

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WagmiAnon

· 01-06 22:41

Stop staring at the K-line all day, it's really pointless. --- If RWA really gets fully developed, no one can break through Ethereum's moat. --- Basically, it's a gamble that ETH will become the backbone of on-chain finance; everything else is nonsense. --- I've heard this logic too many times; the question is, when will it actually happen? --- No one can match the depth of liquidity, but don't underestimate new public chains either. --- It's hilarious; the internet analogies from the 90s are overused, but on the other hand... it's not wrong. --- If the DePIN plus AI combo punch is successfully delivered, the valuation would be unimaginable. --- The key still depends on when RWA breaks out of the circle; right now, it's all just talk. --- You can't just look at the on-chain economic volume; real commercial implementation matters too. --- Instead of calculating these virtual numbers, it's better to focus on which institutions are actually building.

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BridgeNomad

· 01-06 22:28

tbh the RWA play is solid but nobody's talking about the routing fragmentation risk... when trillions start settling cross-chain, liquidity gets *shredded*. seen this movie before with poly network. but yeah, eth's TVL moat is real tho

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GasWaster

· 01-06 22:23

Wake up, don't just focus on the K-line Regarding RWA, Ethereum truly has a deep moat, and other chains can't catch up at all According to this logic, buying now might just be bottom-fishing? Once you see clearly, you won't panic about the coin price. The problem is that most people simply can't see clearly

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