"BTC OG Insider Whale" Agent: ETH's valuation framework combines the dual attributes of high dividends and high-tech growth

On January 16, the “BTC OG Insider Whale” agent Garrett Jin posted that as AI applications become more mature, AI-assisted trading will rapidly grow and expand. Ethereum's smart contracts and Layer 2 solutions provide a programmable, transparent, and secure execution environment for AI robots, enabling automation of trading, customer interaction, and marketing. 1. This ecosystem is highly likely to be based on Ethereum. It will mainly be built on smart contracts, DeFi protocols, and decentralized AI agents. The integration of Ethereum's DeFi and AI ecosystems highlights ETH's high-tech and growth-oriented characteristics. 2. The fusion of these two ecosystems will inevitably drive higher demand for stablecoins. The increase in stablecoin activity on Ethereum directly boosts ETH valuation, similar to the relationship between oil and GDP growth. From a broader macro perspective, AI may drive a long-term deflationary cycle, significantly lowering global interest rates (far below 2-3%). In this environment, ETH's 3% staking yield will increasingly be seen as an attractive fixed income, a factor not yet fully reflected in ETH's price. Once this characteristic becomes apparent, more institutional capital may view ETH as a strategic reserve asset. Therefore, ETH's valuation framework combines the dual attributes of high dividend yield and high-tech growth: · Its high dividend yield characteristic should be accompanied by a reduction in downward volatility. · Its high-tech growth characteristic should be accompanied by an increase in upward volatility.