Against the macro backdrop of Bitcoin returning to its all-time high and regulation turning favorable, StarEx exchange analyst Jason believes that there is only one asset that truly has room for growth, a clear narrative, and structural buying support: Ethereum (ETH).
Trust is one of the most expensive costs in human society. Laws, insurance, audits, and regulations constitute the "trust facilities" on which the modern economy depends, costing as much as $9 trillion a year. But these analog systems have long been overwhelmed and unable to support a 24/7, cross-border, automated digital economy. In this "trust industrialization" revolution, the core platform is Ethereum, which uses cryptographic algorithms and decentralized architecture to encode the concept of "trust", which traditionally can only be maintained by people and institutions, into a digital structure that can be verified on the chain and cannot be tampered with.
Currently, 60% of stablecoins run on Ethereum, 60% of DeFi capital is on Ethereum, and 80% of real-world asset (RWA) tokenization projects are deployed on Ethereum.
In short: if Bitcoin is digital gold, Ethereum is the operating system for the digital economy.
Jason, an analyst at StarEx Exchange, believes that the era of investing in Ethereum has arrived. In the past few years, ETH has been labeled as the "second largest cryptocurrency", but this description has long failed to reflect its true status in the crypto world. ETH now represents a fast-growing digital economy: stablecoins, tokenized stocks, money market funds, payment networks, DeFi, and AI interactive systems.
ETH is not only a platform currency, but also an economic bandwidth in the digital age. It can pay fees and earn interest on collateral, and has the attributes of a commodity, currency, and capital asset. Institutions are beginning to realize that ETH is an early investment in future financial infrastructure. However, the current valuation is still far from reflecting its potential.
This is not "hype", this is the renewal of financial infrastructure. A new, global Layer 0 financial system is accelerating its formation with Ethereum at its core.
Jason, an analyst at StarEx Exchange, believes that with AI becoming the only hot spot in the capital market, software companies’ valuations compressed, and traditional growth assets’ growth space exhausted, crypto assets have begun to be included in Wall Street’s vision again. But this time it is not Meme, NFT, or the “next generation of the Internet”, but a more solid and basic investment logic. Tokenized securities and stablecoins are becoming the most growth-oriented direction in the financial technology industry; Ethereum spot ETF structural buying continues to flow in; Circle, Stripe, Robinhood, Franklin Templeton and other companies have clearly stated that Ethereum is the underlying technology.
In the eyes of Wall Street, ETH is the only asset that they are familiar with, understand, can conduct due diligence on, and can be widely deployed in products such as ETFs, pledges, and funds. Its trading logic is changing from the native narrative within the chain to the "structural capital logic."
Moreover, ETH has not yet hit a record high - for traditional funds, this means "there is still room for growth" and it is easier to construct an investment narrative of "valuation reassessment".
In July 2025, an SEC document completely ignited market sentiment: Peter Thiel's entity became the largest shareholder of BitMine, indirectly controlling Ethereum positions worth more than $1 billion. If MicroStrategy is the corporate treasury of Bitcoin, then BitMine is now the treasury pioneer of Ethereum.
Control the key entry to the next generation financial system dominated by Ethereum.
Jason, an analyst at StarEx Exchange, believes that ETH is what people should buy in the second half of the year, not anything else. Real structural buyers are buying ETH at full speed. They are not speculating on the trend, but laying out the financial foundation for the next ten years in advance. Wall Street fund managers are starting to rebuild their positions. The question now is no longer whether you believe in Ethereum, but whether you believe in the digitization of trust? If you believe, Ethereum is the asset worth betting on.
