BlockBeats news: On January 16, Garrett Jin, agent of the "BTC OG insider whale," posted that as AI applications become increasingly mature, AI-assisted trading will inevitably grow rapidly. Ethereum's smart contracts and Layer 2 solutions provide AI bots with a programmable, transparent, and secure execution environment, enabling automation in trading, customer interaction, and marketing.
1. This ecosystem is very likely to be built on Ethereum.It will primarily be built based on smart contracts, DeFi protocols, and decentralized AI agents. The integration of Ethereum's DeFi and AI ecosystems highlights ETH's high-tech and growth-oriented characteristics.
2. The integration of these two ecosystems will certainly drive higher demand for stablecoins.The increase in stablecoin activity on Ethereum directly boosts the valuation of ETH, similar to the relationship between oil and GDP growth.
From a broader macro perspective,Artificial intelligence could drive a long-term deflationary cycle, significantly lowering global interest rates (well below 2-3%). In such an environment, a 3% staking yield on ETH will become increasingly viewed as an attractive fixed-income investment.This factor has not yet been fully reflected in the price of ETH. Once this characteristic becomes apparent, more institutional capital may view ETH as a strategic reserve asset.
Therefore, the valuation framework for ETH combines the dual attributes of high dividend yields and high-tech growth:
The release of its high dividend characteristics should be accompanied by a reduction in downside volatility.
Its high-tech growth characteristics should be accompanied by increased upward volatility.