#美国核心物价涨幅不及市场预估 【Market Insights】The Dual Value of Ethereum: From Staking Yields to AI Infrastructure Upgrades

A recent perspective worth pondering— in an era where AI applications are being widely adopted— Ethereum is quietly transforming into a core hub that integrates DeFi and AI.

Why is this the case? The core logic is quite straightforward. As AI trading bots, automated customer interactions, intelligent marketing systems, and other applications become more mature— these AI agents require a programmable, transparent, and sufficiently secure execution environment. Ethereum’s smart contract system and Layer 2 scaling solutions happen to perfectly meet these needs— not only handling transaction automation but also covering the entire customer interaction and marketing process.

What does this mean? The DeFi ecosystem will gain new growth momentum, and the demand for stablecoins will also expand accordingly. The rise in stablecoin activity directly boosts the operational value of the Ethereum ecosystem— somewhat like the relationship between oil production and global GDP, where one drives the other.

From a macro perspective, the global shift into a low-interest-rate cycle is now a certainty (generally expected below 2.3%). In this context, the approximately 3% annualized yield from Ethereum staking appears particularly scarce. This figure has not yet been fully priced into the market. Once institutional investors widely recognize this, ETH as a strategic asset allocation will become significantly more attractive.

In other words, Ethereum has now established a unique investment framework— combining defensive high-dividend characteristics (staking yields steadily released during low volatility periods) with the growth stock’s offensive potential (technological upgrades and market expansion driven by AI integration). These two features may have different timing windows for their breakout, but both are indispensable.