In 2025, the crypto market has undergone structural differentiation due to the GENIUS Act and BTC's steady US$120,000: ETH (such as GameSquare's 8,351 ETH, and The Ether Machine plans to list 400,000 ETH) is transforming into "on-chain treasury bonds", achieving institutional coordination through RWA (over $4 billion) and ETF expectations (such as Grayscale and VanEck preparations), and valuation anchors the treasury bond yield model; SOL (such as DeFi Development Corp's holdings of nearly 1 million SOL and Upexi's floating profit exceeds $58 million) has become a high-frequency consumption engine, relying on Meme coins (such as BONK's market value of $2.67 billion) and low-gas fee ecosystem to attract short-term funds. Capital behavior (such as Grayscale's increase in ETH holdings by 172,000 yuan and Jump Trading's layout of SOL) shows that this is not a simple victory or defeat, but a complementary game between ETH (structural assets) and SOL (volatility tools). Policies such as the stablecoin framework are beneficial to ETH compliance, while SOL is less restricted in consumption scenarios. Looking ahead, ETH may build a financial fortress, and SOL may trigger a wave of consumer goods on the chain, but market unpredictability requires investors to allocate chips based on their own strategies (long-term precipitation or short-term capture). #ETH #SOL #Crypto Market #Capital Split #GENIUS Act #Bitcoin 120000 #Institutional Investment #RWA #ETF #Meme Coin #Investment Strategy #2025 Forecast #On-chain consumption #Policy dividends #Complementary game Become a member of this channel to enjoy the following benefits: https://www.youtube.com/channel/UCO5ER7iDBK62VMbbFQRkBZg/join Welcome to "Coin Emperor BD"! Here is your "no threshold" class for understanding virtual currencies, blockchain, Bitcoin, Dogecoin, and even WB3.0. We are not telling you how to "mine" and make money, but we will take you deep into the real "minerals" behind virtual currencies - how technology, trends, markets, and even policies affect your wallet! From the birth of Bitcoin to the "earthy" emoticon culture of Dogecoin, we bring all these "virtual things" to you, and they are easy to understand without losing depth - allowing you to understand the truth in the currency circle in seconds. #btc #Bitcoin #Virtual Currency #Investment Analysis #Cryptocurrency
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