Under the wave of AI, why might ETH become an institutional reserve asset?

【Blockchain Rhythm】As artificial intelligence applications become increasingly mature, the scale of AI-assisted trading will inevitably expand rapidly. Ethereum's smart contracts and Layer 2 solutions have built a programmable, transparent, and secure execution environment for AI robots, enabling automation in trading, customer interaction, and marketing.

This ecosystem is very likely to revolve around Ethereum. Its foundation is built on smart contracts, DeFi protocols, and decentralized AI agents. When DeFi and AI ecosystems collide, it highlights ETH's characteristics as a high-tech, high-growth asset.

More importantly, the integration of DeFi and AI will inevitably generate stronger demand for stablecoins. The increase in stablecoin activity on Ethereum directly boosts ETH's valuation—this logic is similar to the relationship between oil and GDP growth.

From a macro perspective, artificial intelligence is likely to drive a long-term deflationary cycle, which will significantly lower global interest rates (possibly well below 2-3%). In such an environment, ETH's 3% staking yield will become quite attractive, making it a good fixed-income asset. However, this characteristic has not yet been fully reflected in ETH's price. Once the market recognizes this potential, institutional capital is likely to view ETH as a strategic reserve asset.

Therefore, ETH's valuation framework actually combines two attributes—high dividend yield and high-tech growth:

· The release of high dividend yield characteristics will be accompanied by a decline in volatility · The release of high-tech growth characteristics will be accompanied by an increase in volatility