$BTC $ETH $BNB
🔥🔥🔥🔥Wall Street is moving everything onto the blockchain, while you are still watching?🔥🔥🔥🔥
The Federal Reserve has just reappointed 11 regional presidents with a "unanimous vote," locking in personnel ahead of time, which is seen as a key step to resist political interference and stabilize the situation. Almost simultaneously, the U.S. SEC has given the green light to the Depository Trust Company (DTC), allowing it to conduct a pilot program for the tokenization of securities — this means that traditional assets like stocks can directly circulate in the form of blockchain tokens.
Looking at these two events together, the signal couldn't be clearer: the traditional financial system is merging with crypto at an unprecedented pace. The SEC chairman even predicted, "In the coming years, the entire U.S. financial market may migrate on-chain."
A clear capital highway has already been paved: U.S. dollar credit → U.S. Treasuries → stablecoin reserves → various RWA (real-world asset) protocols → ultimately settling on Ethereum and Layer 2. In simple terms, Wall Street is injecting its capital into USDT, USDC, and other stablecoins by purchasing U.S. Treasuries, then tokenizing various assets, ultimately pumping the blood of the dollar into the heart of crypto — Ethereum.
Ethereum is already prepared to "catch" this massive value. The latest Fusaka upgrade primarily addresses the issue of Layer 2 prosperity not adequately benefiting L1. Through mechanism design, the activity of Layer 2 is directly and stably converted into ETH burns. After the upgrade, the amount of related fees burned surged, with nearly 1527 ETH burned in a single day, 98% of which came from Layer 2, and the deflationary engine has once again started strongly.
The market structure also points in the same direction: the supply of ETH on exchanges accounts for only 10% of the total, at a historical low; the futures leverage ratio has even dropped to the freezing point of 4%. This means that the market's startled birds have basically flown away, and selling pressure has exhausted. At the same time, the price ratio of ETH compared to BTC has remained unusually strong since November, and the former "short ETH" strategy has already failed.
When the floodgates of traditional finance open and the mechanism for value capture is in place, the market is in a state of cleansing after panic — perhaps this is the last clear "strike zone" before the storm arrives. Can you see it?
