According to foreign media, with the rapid rebound of the Etherwood round, the United States company Bitmine Immersion Technologies, which holds a large number of ETH, became one of the direct beneficiaries of this troupe. According to CriptoQuant analyst Maartun, the value of the company ' s encrypted reserves increased by approximately $2.2 billion a day, against the background of an ETH price rise of $2200.

Bitmine holdout benefited from the ETH rise

The report mentions that Bitmine is not short-term currency. Over the past year, the company has continued to buy ETH on a weekly basis and is currently using approximately 87 per cent of its reserves to pledge to obtain additional gains. According to the text, this portion of the pledge could generate a fixed income of approximately $250 million per year.

  • ETH Price Breaks 2200
  • Reserve value increased by approximately $2.2 billion a day
  • About 87% of ETH reserves have been pledged

Tom Lee turned to emphasize ETH practical value

Tom Lee argues that the movement of the ETA relative to bitcoin has undergone a gradual change. He mentioned that the ETH-BTC breakthrough 0.02994 meant that the market was adjusting the way in which such assets were priced.

According to him, Wall Street, which in the past was more inclined to view ETH as a highly volatile speculative asset, has now begun to account for more of its network use and clearing functions. This judgement is also the central basis for his continued observation of the long-term story of the Taifung.

IA narrative is included in the Etherwood valuation logic

According to the article, Tom Lee will be linked to AI, robotic development in the future of the Taifung. His judgement is that, as robotic software and cloud synergetic capabilities are enhanced, the smart contract network may assume the role of bottom-level execution and settlement, while the Taifeng has the opportunity to become the main Layer 1 in the system.

He also quoted Belet's view of the dichotomy of the use of encrypted assets: “digital gold” is closer to “utcoin” and “digital oil” is more like “digital oil” that supports activities along the chain. Under this framework, the value of ETH derives not only from price fluctuations but also from its expectations as a future AI economic settlement.