2026-01-11 08:00:57

#2026年比特币价格展望 Ethereum attracted nearly $50 billion in capital inflows over the past 12 months, reflecting the market's deep recognition of its fundamentals.

Two key turning points have completely changed the landscape: first, U.S. regulators approved the spot ETF for Ethereum, meaning the gate for institutional investors' funds has opened; second, ETH's economic model is evolving — with dual mechanisms of transaction fee burning and staking rewards, gradually transforming this asset into a truly deflationary asset.

The rise of Layer 2 scaling ecosystems and re-staking tracks has further accelerated this process. Ethereum is undergoing an identity shift: from a purely technical tool in its early years to a financial asset capable of generating cash flow. Global institutional capital has cast a real vote of confidence, and $ETH has become an unavoidable core allocation. This is just the beginning of the story.

BTC1,53%

ETH0,67%

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GasFeeNightmare

· 7h ago

$50 billion flowing in sounds impressive, but what really excites me is the deflationary mechanism—that's the true anchor of long-term value. Spot ETF opening has led to a rush of institutional investors; this momentum is a bit crazy. Staking + burning, in simple terms, makes ETH increasingly scarce. Smart money is already positioning itself. L2 ecosystem is exploding, but gas fees are still so damn high—ironic, isn't it? Haha. Institutions are voting with real money, which means there's no need to say anything else—the price will speak for itself. I feel like this is just the appetizer; 2026 is really coming. The asset properties of cash flow are being established; Ethereum is transforming from a tool into an income-generating asset. This shift is quite significant. The hype around staking might be a bit over the top, but the logic is solid. From a technological utopia to a financial asset, Ethereum has finally become what it was meant to be. The day ETF was approved, I went all in. Now I’m just lying back and waiting for appreciation.

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ChainPoet

· 01-12 07:45

Investing 50 billion, institutions are really not messing around anymore. ETH is now a cash flow machine. With the dual engines of coin burning and staking, deflation is coming. The Layer2 guys are also dancing along, and staking even more crazily... This is what true financial assets should look like.

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SoliditySurvivor

· 01-11 08:31

Institutional big players are really quietly accumulating, 50 billion is not a small number. ETH now has cash flow characteristics, which indeed changes the game. Wait, can Layer2 really support such a big narrative? I'm a bit worried. The deflationary model sounds good, but I don't know how long it can last. I've already gotten on board, just hodl and wait.

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RektRecorder

· 01-11 08:28

$50 billion flowing in, ETH's deflationary model is really powerful Once the ETF opens, institutional capital pours in as if it's free money. I'm optimistic about this wave The dual-track system of staking + burning has truly transformed ETH from a tool into a cash flow asset Layer 2 gaining momentum, and the staking story is just beginning. This is only the start Institutions are voting with real money, indicating that the fundamentals are solid and $ETH's core allocation position is stable

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BearMarketBro

· 01-11 08:27

$50 billion flows in... sounds good, but can it really last until 2026? ETH is now like a financial product, quite interesting. Is it just institutional investors coming in? What about retail investors, buddy? The deflationary model looks good, but what about gas fees? Still so outrageous. Layer 2 is hot, but can Ethereum itself keep up... I’m not too convinced.

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HalfIsEmpty

· 01-11 08:25

Investing 50 billion, are institutions really going all in this time... Wait, if the ETF passes, can it still fall? I need to think this logic through carefully. The deflationary model sounds impressive, but can it really hold up until that day? I'm optimistic, but don't tell me this is just the "beginning of the story." I'm tired of hearing that phrase. Staking yields should be profitable; otherwise, what's the point of buying?

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NFTRegretful

· 01-11 08:22

500 billion entering the market, really can't hold back anymore, ETH this wave definitely has something Institutions are pouring money in like crazy, what does that mean? They've seen through it Can those who just got in now make a profit? Feeling a bit anxious I still need to do more research on staking L2 ecosystem is taking off, it feels like there are more ways to play This is just the beginning, everyone, there are more stories to come

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failed_dev_successful_ape

· 01-11 08:07

Is it just to dump when $50 billion comes in? Dream on, my friend. --- As soon as spot ETF approval is granted, the institutions go crazy. This deflation model is truly exceptional. --- Relying on staking and burning to change fate? I’m watching. --- L2 is rising, and ETH is the real cash flow machine. --- The story starts so harshly, how will it develop later? --- Institutions have already bet, and there are still people shorting ETH? I don’t understand. --- The concept of a deflationary asset is becoming clearer; it’s quite interesting. --- $50 billion didn’t come for nothing; the fundamentals are indeed solid. --- Identity transformation? Basically, it’s going from a tool to something that makes money. --- The term “core configuration” is used well; it can no longer be avoided.

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