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

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【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

ETH-0,27%
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RektRecoveryvip
· 9h ago
ngl the whole "eth as reserve asset" thesis is getting recycled faster than defi exploits at this point... but yeah, the ai bot execution angle? that's the predictable vulnerability nobody wants to admit yet
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SchrodingerPrivateKeyvip
· 9h ago
It sounds like they're just creating a story for ETH, but can Layer2 really handle such a huge throughput of AI transactions? This part seems a bit questionable.
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JustHodlItvip
· 9h ago
That logic sounds pretty good, but can ETH really satisfy institutional appetite... The part about stablecoin demand driving up valuation is quite interesting.
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AlwaysAnonvip
· 9h ago
Uh, that's not right. Why put all the chips on ETH? Can't AI bots run on other chains as well?
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GasFeeLadyvip
· 9h ago
ngl the eth-as-oil thesis hits different when u actually look at stablecoin volume spikes... been watching gwei like a hawk and this timing feels right
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LiquidityWizardvip
· 9h ago
ngl the oil/gdp analogy is statistically significant but fundamentally oversimplifies stablecoin mechanics... actually the correlation strength depends heavily on whether we're talking tvl or transaction throughput, which most people conflate tbh
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