This closed-door meeting on crypto stocks brought together many well-known Ethereum ecological projects, institutions and investors, including VDX Exchange, EBunker, Hashkey, 0xinfini, Zheng Di, Joy Lou, Alexon, etc.
With the recent strong performance of Ethereum and the accelerated allocation of ETFs and many listed companies, Ethereum has once emerged from an "independent market". The meeting conducted in-depth discussions on hot industry topics such as the core logic behind Ethereum's strong rise, changes in the ecological landscape of Ethereum-related industries, and expectations for Ethereum's long-term development.
The following is a summary of the key points of this discussion.
- Traditional institutional funds have become the core driving force behind this round of Ethereum's rise:
The treasury of listed companies led by Sharplink Gaming and Bitmine immersion accelerated the allocation of Ethereum, and the profile of Ethereum holders changed from early speculative retail investors to long-term holders, helping Ethereum break through multiple key positions in this round of rise;
- New applications, new assets, new narratives
:
Stablecoin and RWA are the two largest incremental tracks for traditional institutions to enter the market. Ethereum has become the inevitable choice for institutions because of its highest neutrality and security;
- Chip structure：
Ethereum has experienced a deep wash since 2025, and the chips have undergone a deep turnover, which has become a necessary condition for the start of this wave of market. - Layer2 has become the first choice for institutions to accelerate the layout of on-chain industries: - From improved funding to application implementation and ecological prosperity:
Ethereum-related industry ecological landscape changes
Ethereum's Long-Term Development Outlook
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