The next five years of Ethereum (ETH).
Put simply, BTC is “digital gold,” mainly used to store value; whereas I’d rather think of ETH as “digital oil” or a productive asset. The logic isn’t complicated—mainly it comes down to these points:
1. The explosive boom of stablecoins—Ethereum is the biggest “cashier”
Now the US is also pushing USD stablecoins, aiming to use digital dollars to maintain its dominance. But no matter how many stablecoins are issued, there has to be a place to settle them, right? Ethereum is the core of this “digital highway.” The more stablecoins get adopted, the greater the value of Ethereum as the underlying settlement network. This is pretty much out in the open.
2. Wall Street and big players aren’t here to play—they’re putting real money to work
People used to think the crypto world was just retail traders entertaining themselves, but look at what’s happening now:
Visa uses stablecoin settlements;
Stripe is working on crypto payments;
BlackRock’s real-money fund (BUIDL) is directly issued on Ethereum;
And various Ethereum ETFs have also been approved.
These giants aren’t dumb. They choose Ethereum because it has real use cases and security. Once institutional capital moves in, doesn’t the foundation become more and more solid?
3. ETH isn’t air—it’s an income-generating asset
Ethereum isn’t just sitting in an account doing nothing. Any action you take on-chain (transfers, trading, playing DeFi) requires spending ETH as gas fees. And now ETH can also be staked to earn yield, plus a burn mechanism (deflationary). In essence, it’s an “income-generating asset.” As on-chain activity gets more active, demand for ETH increases.
4. The biggest potential upside: AI + the machine economy
This is, in my opinion, the most worth looking forward to. In the future, AI agents (AI Agents) will need to trade with each other—buy compute power, buy data. They can’t open traditional bank accounts; they need native digital money. Ethereum’s smart contracts and account system fit the AI economy perfectly. This could be the biggest incremental opportunity over the next five years.
BTC is more suitable for individuals and institutions to do macro hedging and hold as “digital gold”; whereas ETH is better suited as “collateral for the digital economy,” capturing the real value of the entire Web3 and AI economy.
So, compared with just betting on the halving, I’m more bullish on ETH’s real-world ability to “make money” through its ecosystem. The next decade’s great show might be starting just now.$ETH
$BTC
Put simply, BTC is “digital gold,” mainly used to store value; whereas I’d rather think of ETH as “digital oil” or a productive asset. The logic isn’t complicated—mainly it comes down to these points:
1. The explosive boom of stablecoins—Ethereum is the biggest “cashier”
Now the US is also pushing USD stablecoins, aiming to use digital dollars to maintain its dominance. But no matter how many stablecoins are issued, there has to be a place to settle them, right? Ethereum is the core of this “digital highway.” The more stablecoins get adopted, the greater the value of Ethereum as the underlying settlement network. This is pretty much out in the open.
2. Wall Street and big players aren’t here to play—they’re putting real money to work
People used to think the crypto world was just retail traders entertaining themselves, but look at what’s happening now:
Visa uses stablecoin settlements;
Stripe is working on crypto payments;
BlackRock’s real-money fund (BUIDL) is directly issued on Ethereum;
And various Ethereum ETFs have also been approved.
These giants aren’t dumb. They choose Ethereum because it has real use cases and security. Once institutional capital moves in, doesn’t the foundation become more and more solid?
3. ETH isn’t air—it’s an income-generating asset
Ethereum isn’t just sitting in an account doing nothing. Any action you take on-chain (transfers, trading, playing DeFi) requires spending ETH as gas fees. And now ETH can also be staked to earn yield, plus a burn mechanism (deflationary). In essence, it’s an “income-generating asset.” As on-chain activity gets more active, demand for ETH increases.
4. The biggest potential upside: AI + the machine economy
This is, in my opinion, the most worth looking forward to. In the future, AI agents (AI Agents) will need to trade with each other—buy compute power, buy data. They can’t open traditional bank accounts; they need native digital money. Ethereum’s smart contracts and account system fit the AI economy perfectly. This could be the biggest incremental opportunity over the next five years.
BTC is more suitable for individuals and institutions to do macro hedging and hold as “digital gold”; whereas ETH is better suited as “collateral for the digital economy,” capturing the real value of the entire Web3 and AI economy.
So, compared with just betting on the halving, I’m more bullish on ETH’s real-world ability to “make money” through its ecosystem. The next decade’s great show might be starting just now.$ETH
$BTC