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Regulatory friendly + data improving, the ETH ecosystem welcomes a new round of pump opportunities.
Favourable Information from regulation and positive data, Ethereum may迎来新一轮 pump
Recently, the prices of Ethereum and its ecosystem projects have risen significantly, with ETH rising by 6.4%, UNI by 24.4%, and AAVE by 13.1%. The underlying logic of this market trend is: the Trump administration is promoting the construction of a stablecoin system to attract global liquidity and increase demand for US Treasury bonds. To this end, the government is easing crypto regulations, pushing for regulatory implementation, and standardizing various aspects to accommodate more funds. The core infrastructure of stablecoins and DeFi is Ethereum.
1. Cryptocurrency regulation continues to improve
The Trump administration is friendly towards crypto assets. The new SEC chairman John Atkins is promoting a regulatory transformation, simplifying processes, establishing clear rules, and exploring on-chain securities exchanges, among other initiatives. Several regulatory bills, such as the "CLARITY Act" and the "Genius Act," further improve the regulatory framework. The SEC has a positive attitude towards innovations in areas such as stablecoins and DeFi.
2. Ethereum is still the most important infrastructure for on-chain finance.
The Ethereum Foundation promotes the "Defipunk" evaluation mechanism, building a DeFi ecosystem that aligns with the principles of crypto-punk. Currently, about 50% of stablecoins circulate on Ethereum, which has the largest DeFi TVL scale. New stablecoins are primarily flowing into the DeFi market, RWA market, and payment fields, and the Ethereum ecosystem will benefit to the greatest extent.
3. Market data is favourable, and there is still room for rise.
ETH contracts holdings hit a new high, but market sentiment has not reached extremes. Short positions on exchanges are increasing, but the long-short ratio remains relatively balanced. Spot ETFs continue to flow in, and the options market is bullish. In the short term, a breakthrough of 3000 USD is expected, and in the medium to long term, it may surpass 14000 USD.
4. Summary
The U.S. cryptocurrency regulation is becoming more systematic and clear, which will expand the scale of crypto assets. Ethereum has the most mature on-chain financial ecosystem and is most likely to attract new funds, and its ecosystem projects will also benefit in the long term.