Odaily星球日报讯 Bitwise 首席投资官 Matt Hougan 于 X 发文表示：“人们对以太坊的心理模型已经过时了。普遍的共识是 Solana 便宜/简单/有趣，而以太坊缓慢/笨重/昂贵。 但看看 AI 代理领域正在发生的事情。一些最令人兴奋的‘有趣’项目，如 Clanker 和 Virtuals，正在通过 Base 在以太坊上展开。它们感觉像 Solana 项目，但事实并非如此。 如果以太坊能够保留其机构资质，同时提高易用性，那么 2025 年确实会是一个好年头。这是实时上演的 Layer2 网络论题。”

Odaily星球日报讯 Bitwise 首席投资官 Matt Hougan 于 X 发文表示：“人们对以太坊的心理模型已经过时了。普遍的共识是 Solana 便宜/简单/有趣，而以太坊缓慢/笨重/昂贵。但看看 AI 代理领域正在发生的事情。一些最令人兴奋的‘有趣’项目，如 Clanker 和 Virtuals，正在通过 Base 在以太坊上展开。它们感觉像 Solana 项目，但事实并非如此。如果以太坊能够保留其机构资质，同时提高易用性，那么 2025 年确实会是一个好年头。这是实时上演的 Layer2 网络论题。”

Bitwise CIO：若以太坊能在保留机构资质的同时提高易用性，2025年将迎来显著发展

Odaily reported that Bitwise Chief Investment Officer Matt Hougan published an article stating: "The mental model people have of Ethereum is outdated. The prevailing consensus is that Solana is cheap/simple/interesting, while Ethereum is slow/clunky/expensive. But look at what's happening in the AI agent space. Some of the most exciting 'interesting' projects, like Clanker and Virtuals, are unfolding on Ethereum via Base. They feel like Solana projects, but they're not. If Ethereum can retain its institutional credibility while improving usability, 2025 could indeed be a good year. This is the real-time playing out of the Layer2 network thesis."

Odaily reported that Matt Hougan, Chief Investment Officer of Bitwise, wrote in <X> that "people's mental model of Ethereum is outdated. The prevailing consensus is that Solana is cheap/simple/interesting, while Ethereum is slow/bulky/expensive. But look at what's happening in the AI agent space. Some of the most exciting 'interesting' projects, like Clanker and Virtuals, are unfolding on Ethereum via Base. They feel like Solana projects, but that's not the case. If Ethereum can maintain its institutional credibility while improving usability, 2025 could indeed be a good year. This is the real-time playing out of the Layer2 network thesis."

Bitwise CIO: If Ethereum can improve usability while retaining institutional credentials, it will see significant development in 2025

Jinse Finance
Author: Juan Leon, Senior Investment Strategist at Bitwise; Compiled by 0xjs@Jinse Finance

In 2024, two key narratives dominated the cryptocurrency headlines: the rapid rise of <Bit> driven by the launch of a <Bit> ETF and record inflows, and the emergence of <Solana> as the darling of retail investors, fueled by the speculation on <MEME> coins.

This has largely overshadowed <Ethereum> - the world's second-largest crypto asset. Of course, its 66% year-to-date return is still respectable in absolute terms, but pales in comparison to <Solana>'s 10...

Bitwise: Ethereum will return to its peak in 2025

Odaily Report: In a letter shared with investors, Bitwise senior investment strategist Juan Leon stated that the $100 trillion opportunity from the tokenization of real-world assets (RWA) could lead to a recovery for ETH by 2025. He emphasized that the crypto market this year has two characteristics: BTC hitting a new all-time high and the meme coin frenzy driving the rise of SOL. Compared to BTC's 130% gain and SOL's 106% gain, ETH's 66% return so far this year pales in comparison. However, recent signs indicate that market sentiment is reversing. Over the past 10 days, Ethereum ETFs have attracted $2 billion in net inflows, 8 times the $250 million net inflows in the first four months. Additionally, in the past 10 trading days, only 3 days had Ethereum ETF daily inflows below triple digits, indicating renewed interest from institutional and retail investors in Ethereum. Furthermore, the tokenization of RWA could be the driving force behind Ethereum's revival, with a global value of around $100 trillion. While most of this market may take decades to shift to the blockchain, Leon sees significant potential upside. Considering Ethereum's 81% share of the RWA market, Leon estimates that Ethereum-related activities in the RWA market could eventually generate over $100 billion in annual fees, more than 40 times the network's $2.4 billion in fees so far this year.

Bitwise: Ethereum will recover in 2025, driven by institutional interest and growth in RWA tokenization

1. Interaction between intelligent agents
The transparency and composability of blockchain make it an ideal foundation for interaction between intelligent agents. In this scenario, intelligent agents developed by different entities for different purposes can interact seamlessly with each other. Currently, there are already many experimental applications of interaction between intelligent agents, such as fund transfers and joint token launches. We look forward to seeing how the interaction between intelligent agents can be further expanded, including the creation of new application areas (for example, new social models driven by the interaction of intelligent agents).