Ethereum / Bitcoin
Long
Updated

Ethereum is deciding where it wants to live.

99
This is not a trade idea, this is a long term concept, most of my portfolio is swing when bull market comes (monthly/yearly) not trade (daily/weekly).

This is a solid question that will have to be played out in the upcoming years, Ethereum keeps changing its monetary policy and right now has less supply increase than BTC (due to burning mechanisms), will that stay forever? What will happen in the future to the policy? What it will mean for price?

Right now we can clearly see this is a bull case for future months.
Trade active
The US is moving towards regulatory clarity for stablecoins with two key legislative proposals: the GENIUS Act in the Senate and the STABLE Act in the House. Both bills aim to establish a federal framework for stablecoin issuance and oversight, which is expected to bring legitimacy and foster innovation in the sector. The GENIUS Act, in particular, has seen bipartisan support and is progressing through the Senate. This move towards a clear regulatory environment is encouraging major financial players to enter the space. Bank of America, for instance, has announced its development of a dollar-pegged stablecoin, signaling a broader trend of traditional finance embracing this technology.

The core of the investment thesis for Ethereum lies in its dominant position as the blockchain of choice for stablecoin issuers. The network currently hosts the largest share of stablecoin transactions, including major players like Tether (USDT) and Circle's USDC. In May 2025 alone, Ethereum processed over $1.42 trillion in stablecoin-based transactions. This dominance is not accidental; Ethereum's robust security, deep liquidity, and established infrastructure make it the preferred platform for institutional-grade financial applications.

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