Ethereum's technological iterations are rewriting people's imagination of public blockchains. After the merge, network energy consumption dropped by 99.95%, Layer2 solutions increased transaction speeds by hundreds of times, and the total locked value (TVL) of the ecosystem has returned to the trillion-dollar scale—this is no longer just a simple upgrade of digital assets but gradually evolving into the infrastructure of the next-generation internet. From a purely technical perspective, innovations like zk-Rollups and account abstraction are addressing core pain points that once hindered development. These may be the most noteworthy technical supports during the bull market cycle.



Interestingly, gold and silver have recently hit new highs again. This signal is actually very critical—when traditional safe-haven assets start breaking through ceilings, institutions and smart money are inevitably re-evaluating their entire asset allocation. Bitcoin often moves in tandem with gold, while assets like Doge, which carry community enthusiasm and cultural attributes, tend to show unexpected resilience amid capital rotation waves. Ultimately, every shake-up in the old system opens new imaginative space for non-sovereign assets.

On a macro level, it’s also worth pondering. Japan recently raised interest rates but the yen weakened, indicating that global monetary policy misalignments are intensifying capital reallocation. Against this backdrop, cryptocurrencies, with their cross-border and non-sovereign nature, are becoming a new choice for some funds. And ETH, with continuous technological evolution and ecosystem prosperity, is likely to be the core driver in this cycle.

Doge still maintains strong community consensus and topical heat, while AT, as an emerging asset, shows potential as a dark horse. But it’s important to remember that market trends never simply repeat history—gold’s new highs pave the way for the entire scarcity asset class, while the crypto world remains the most elastic link with the greatest volatility.

What’s your view? Do you think ETH will continue to lead, or do assets like Doge and AT will experience greater breakthroughs during cycle rotations? Feel free to share your thoughts.
ETH0.13%
BTC0.06%
DOGE0.59%
AT-8.52%
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0xTherapistvip
· 7h ago
Gold reaching new highs is indeed interesting; it feels like a signal of the entire asset re-pricing process beginning. The technical stack of ETH is becoming increasingly robust, but I still believe this round will be Doge's stage. A 99.95% reduction in energy consumption is a gimmick; the real test is ecosystem retention. I didn't expect the angle of Yen depreciation; it indeed opens a window for non-sovereign assets. zk-Rollups sound impressive, but what actual benefits can they bring to users? It still depends on real trading data. Institutions' reallocation of assets is too optimistic; they are still observing. Doge's community enthusiasm never lies; it's more honest than any technical indicator. The idea of AT as a dark horse is a bit forced; emerging assets carry too much risk. Ultimately, it still depends on who can catch this wave of hot money. ETH is too stable and may be easily overlooked. Mismatched monetary policies are indeed driving capital flows into non-sovereign assets; there's no doubt about that. History doesn't repeat exactly, but it rhymes. Whoever wins the last round is likely to be overestimated this round. Breaking through the ceiling in gold is really just the prelude, isn't it?
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mev_me_maybevip
· 14h ago
ETH this wave definitely has some substance, but you really shouldn't underestimate the community energy of DOGE. I'm also a bit concerned about the new all-time high in gold; it feels like institutions are really moving. A 99.95% reduction in energy consumption after the merge is incredible. This isn't just a number; it's truly about infrastructure. At? Never heard of it. Can someone give a quick explanation? zk-rollups are indeed excellent, a huge improvement compared to previous solutions. The weakening of the Japanese Yen is a bit of a fresh perspective; I hadn't thought that crypto could be integrated into macro narratives like this. Doge will never retire; the community is a gold mine. Is it true that Layer 2 can be a hundred times faster? Then Ethereum is really taking off. The return of hundreds of billions in locked assets—is that a rebound signal? I just want to know how high ETH can go this time. Has anyone made any predictions? The article is pretty well written, but I really haven't heard of at, so it feels a bit misleading.
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LadderToolGuyvip
· 14h ago
The new high in gold is really a signal; institutions should wake up. ETH's technical iteration this time is indeed solid, but don't just look at the numbers; on-chain real demand is the key. The Doge community's popularity is an advantage, but how long can it sustain purely on memes? That's the question. Weakening Japanese yen, currency mismatches—cryptocurrency has indeed taken the opportunity to step in during this virtual vacuum; this logic is sound. Does AT have potential as a dark horse? It depends on whether there is real application support; otherwise, it's just air. History doesn't repeat, but this cycle feels quite unpredictable; we need to be cautious.
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HalfPositionRunnervip
· 14h ago
The new high in gold really can't be contained anymore. This macro situation is indeed hard to understand. 99.95% energy consumption reduction—honestly, this number is a bit outrageous; it needs to be verified. DeFi ecosystem's trillion-dollar locked positions are truly valuable. When Doge rises, it's really more aggressive than ETH; the community's enthusiasm is unmatched. As for zk-Rollups, to be honest, it still depends on the implementation speed. Don't just talk about it on paper. The weakening of the yen is a signal I think is worth paying attention to; funds need to find an exit. AT's dark horse? Feels a bit overhyped; it's better to be cautious. When institutions reallocate assets, retail investors like us often end up holding the bag—that's the pattern. Layer 2 is really coming fast; everyone who's used Arbitrum knows that feeling. But I’ve been a bit tired of hearing about the promising prospects of the ETH ecosystem over the past two years.
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gas_guzzlervip
· 14h ago
ETH's technological progress is indeed solid, but honestly, a new all-time high in gold is the real signal. With the Doge community so hot, does it feel like it's their turn? Layer2 really changes the game; a 99.95% reduction in energy consumption is a bit outrageous. Macro mismatches, crypto is indeed the only lifeboat. Is AT a dark horse or a trap? I don't quite understand, and it seems quite risky. After the merge, ETH can never go back; this time is different from before. To be honest, gold and silver breaking through together, institutions are definitely quietly entering. The depreciation of the yen has long been a prelude; capital is fleeing. zk-rollups sound impressive, but the real driver of the bull market is still sentiment. Doge will never die; community consensus is the moat.
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