#比特币作为国库资产 Seeing the perspective of ether.fi, I have to say—by 2026, the narrative of Ethereum shifting from speculation to mature financial products is a noteworthy signal to follow. Especially in the Digital Asset Treasury (DAT) sector, which is quietly strengthening the fundamentals.

The story of Bitcoin being included as a treasury asset has been told for over a year, and Ethereum is now following a similar path, just in a different form. The key difference is that Ethereum relies on the Neobanks ecosystem and stablecoin systems—these are solid cash flow carriers, unlike the early days when it was purely driven by speculative sentiment.

From a copy-trading perspective, this presents a divergence opportunity. Institutional traders are more likely to hold long-term positions, while short-term traders may be shaken out by volatility. If you want to follow this logic, it’s worth observing who manages their positions with stablecoin buffers—these are often the traders with stronger risk awareness.

Of course, there are two years until 2026, and many variables could change. But at least one thing is certain: Ethereum’s valuation support has upgraded from “storytelling” to “generating real returns,” providing a more stable foundation for long-term followers.