[Big Up] Why do institutions and giant whales continue to increase their investment in ETH and SOL? ——A value reconstruction driven by monetary policy. regulatory compliance and technological breakthroughs | New paradigm for stablecoin liquidity | Institutional allocation enters the era of multi-polarization

In August 2025, institutional funds poured into ETH and SOL (a giant whale pledged 2.5 million SOL on the 8th), and the Federal Reserve cut interest rates and EU MiCA regulations provided support. The total market value of stablecoins hit a new high, showing a three-level structure and revenues are transmitted to the crypto market. ETH Layer2 and Solana technology upgrades, and there are risks such as technology, and opportunities lie in pledged derivatives, etc. The strategy is divided into three categories, and the market is in the integration period of traditional finance and crypto ecosystem. In the third quarter of 2025, the blockchain market ushered in a wave of institutional funds, and ETH and SOL became core targets: a giant whale pledged 2.5 million SOLs (valued over US$500 million) within 8 days, pushing SOL to a 206-day high, and ETH also showed strong money-making ability. This trend stems from the accelerated allocation of non-related assets under the Fed's interest rate cut, and the second phase of the EU MiCA regulations provides a compliant entry channel. Institutional allocation has shifted from Bitcoin to ETH and SOL - both of which are favored by 3.5%-8% pledge returns, ecological synergy (ETH Layer2, Solana VM enterprise application) and SEC's clear "non-security" attributes. Stable coins have become liquidity hubs, with total market value breaking the peak, USDT/USDC accounting for more than 83%, EUROe has become the first official stablecoin with a scale of 10 billion yuan, forming a three-level structure of "dollar anchoring-regional legal-algorithm"; its 4.2%-4.5% of US Treasury yields are transmitted to the crypto market through channels such as automatic financial management and fee-free exchange, and have reached technical cooperation with 18 countries CBDCs. In terms of macro policies, the Federal Reserve cut interest rates by 25 basis points in August (the second time this year). Historical data shows that the crypto market in the interest rate cut cycle rose by 47% on an average of 90 days; Asia and Hong Kong launched a compliant CNH stablecoin, Japan allowed pension funds to allocate 5% crypto ETFs; Europe MiCA established innovative frameworks such as cross-border regulatory passports. Technically, ETH Layer2 TVL increased by 32% month-on-month, EIP-4844 reduced handling fees, Solana TPS stabilized by 6500+ and received support from Bloomberg and JPMorgan Chase. The market also has risks such as technology (network stability, contract vulnerabilities), supervision (SEC review), market (liquidity mismatch), and opportunities are concentrated in pledged derivatives, RWA tokenization, Asian market, and infrastructure track. Investment strategies are divided into three categories: conservative (60% Treasury bond tokenization), balanced (40% ETH/SOL), and aggressive (50% smart contract coins). Overall, the market is in the period of integration of traditional finance and crypto ecosystems, and it is necessary to grasp the synergy between policies and technologies. [Note⚠️, cryptocurrencies are high-risk investments, and you may lose all your principal. If you don’t understand, it is recommended not to participate. This video does not have any investment advice, it is only used as information sharing]