News linked to both this project and an event.
Odaily Odaily News, Michael van de Poppe, founder of MN Trading Capital, stated that Bitcoin's return to the $100,000 mark may not require a new market narrative to drive it; narratives will naturally form after the price increases. He pointed out that the current market focus has shifted to areas such as AI, putting relative pressure on Bitcoin's short-term performance. However, from a mathematical and statistical perspective, the current price range still holds accumulation value.Data shows that Bitcoin has not been above the $100,000 mark for nearly five months. The price has recovered from a low of around $60,000 in February this year to approximately $78,000, with a gain of about 14.49% over the past 30 days. The market is broadly focused on potential catalysts such as the Federal Reserve's interest rate policy, regulatory progress, and capital inflows into Bitcoin spot ETFs. However, some argue that even if the U.S. CLARITY Act is implemented, its direct impact on Bitcoin's price will be limited. (Cointelegraph)
Odaily News According to Etherealize's latest research report, which proposes the "Productive Money" theory, if Ethereum captures the combined monetary premium of approximately $31 trillion currently held by gold and Bitcoin, its implied price could exceed $250,000, far above the current level of around $2,300.The report points out that ETH not only possesses traditional monetary attributes such as scarcity, verifiability, and censorship resistance but can also generate an annualized yield of about 2%–4% through staking, achieving an "interest-bearing" monetary characteristic, thereby distinguishing it from non-productive assets like gold and Bitcoin.Furthermore, within the DeFi system, ETH serves a triple demand source as a "collateral asset + fee-burning mechanism + staking lock-up," forming a mechanism for supply contraction and value accumulation. The report believes that with the development of on-chain finance and asset tokenization, ETH is expected to simultaneously possess the dual attributes of a "store of value + productive asset."However, the report also notes that ETH's path to achieving this valuation still faces multiple uncertainties including regulation, technology, and competition. Its long-term value revaluation depends on the market's recognition of its monetary properties.