Reasons to Be Positive About Investing in Ethereum and BitMine

Ethereum is not just another cryptocurrency. It is a platform capable of redesigning the foundation of tomorrow’s financial system and becoming the core infrastructure of the digital era. If Bitcoin is “digital gold,” then Ethereum is the digital financial platform. In other words, it is not simply a place where money is stored—it is a network where money moves, contracts execute, and investments operate programmatically. And as autonomous AI agents emerge, the importance of programmable money will grow more than ever. This is precisely why I focus on Ethereum. It is not merely an asset but the backbone of a new financial order, and this structural shift will drive its long-term value. Ethereum is not merely “technological progress”—it is the evolution of finance itself.

1. The Structural Strength of Being a Deflationary Asset

The first reason Ethereum stands out as an investment is its growing scarcity. Its most important feature is a deflationary supply model, where the supply decreases over time. Traditional currencies inflate the moment governments print more money, but Ethereum behaves differently. After EIP-1559 was introduced in 2021, a portion of every transaction fee (the base fee) began to be burned automatically.

This means the more Ethereum is used, the more ETH is removed from circulation. It is a structure where economic activity produces scarcity—a rare phenomenon. Then in 2022, with the Merge and the transition to Proof-of-Stake, the issuance of new ETH collapsed. Previously about 13,000 ETH were issued per day; now it is closer to 1,500.

This is equivalent to a massive contraction of base money in a traditional monetary system. As a result, Ethereum is no longer just another token—it is a digital asset that becomes scarcer as economic activity increases. This creates an unusual property: the more the network grows, the more valuable ETH becomes.

2. A Network Whose Utility Keeps Expanding: RWA, Stablecoins, and DeFi

But limited supply alone does not justify investment value. What matters far more is that Ethereum’s usage is exploding. Over the past few years, many segments of global finance have migrated onto the Ethereum network.

First is the rapid rise of RWA (Real-World Asset) tokenization. Major U.S. institutions like BlackRock, JPMorgan, and Fidelity tokenize treasuries, bonds, and funds on Ethereum. BlackRock’s BUIDL fund, for example, runs U.S. treasuries entirely on Ethereum. This isn’t a tech experiment—it's a statement. The world’s largest financial institutions are moving their assets onto Ethereum, signaling profound trust.

Second, the stablecoin ecosystem largely runs on Ethereum. USDC, USDT, PYUSD—these digital dollars all rely on Ethereum as their primary settlement layer. They already function as real dollar alternatives for payments, transfers, and trading. Ethereum has effectively become the digital settlement network for the global dollar system.

Finally, DeFi is Ethereum’s strongest growth engine. Protocols like Aave, MakerDAO, and Uniswap replicate and surpass the functions of traditional banks—savings, lending, foreign exchange—directly on the blockchain. The fact that all this occurs on a single programmable platform is transformative. Banks, payment companies, and exchanges—historically separate industries—are converging into a unified programmable financial stack. This is not technological evolution alone; it is the restructuring of financial infrastructure.

3. U.S. Power Depends on Liquidity, and That Liquidity Now Runs Through Ethereum

Beyond technology, geopolitics is another reason Ethereum matters. Its rise is both a technological event and a geopolitical one. Consider U.S. hegemony: America’s economic power rests fundamentally on dollar liquidity. Global capital flows through the dollar system, making the U.S. the center of global finance. Yet the growing U.S. debt burden and strategic competition with China now demand even more liquidity.

To expand demand for U.S. treasuries, the U.S. has effectively turned to stablecoins, which connect the issuance of treasuries with the balance sheets of households and private firms. Treasury demand is moving into the digital domain, and the instrument enabling this shift is the stablecoin. And crucially, most stablecoins run on Ethereum.

This makes Ethereum not merely crypto infrastructure but the digital extension of U.S. dollar hegemony.

The U.S. increasingly uses regulated private stablecoins—like USDC and PYUSD—as tools for extending the digital dollar. While these coins are issued under U.S. regulatory oversight, their operational backbone is Ethereum. In this sense, Ethereum has become America’s unofficial financial backend—useful to the U.S., even if not directly controlled by it.

Thus, the U.S. cannot easily oppose Ethereum. To reject Ethereum would be to undermine the very digital dollar infrastructure that strengthens its position against China. Stablecoins supply global liquidity, and the engine that powers them is Ethereum. This structural logic will only grow stronger—with U.S. support.

4. Competition: Why Ethereum Still Wins Against Other Chains and Big Tech

Ethereum’s dominance is not guaranteed forever. Solana, Avalanche, and Polygon offer faster speeds and lower fees. Big tech firms—Meta, Google, Samsung—are building their own payment networks and blockchain-like infrastructures. And yet Ethereum remains uniquely positioned.

First, Ethereum has the deepest and most robust developer ecosystem. Tens of thousands of developers and projects operate on Ethereum—an advantage that cannot be replicated quickly.

Second, Ethereum has already proven its balance of decentralization and security. Newer chains may be faster, but they frequently suffer hacks, outages, or consensus failures. Ethereum, in contrast, has operated for nearly a decade without a catastrophic network failure.

Third, big tech systems are powerful but centralized. Meta, Google, and others want to control data, payments, and credit simultaneously. But users increasingly distrust systems where a single corporation controls all financial data. Here is where Ethereum’s value emerges: it is a public financial layer that no corporation owns.

Consider this: if Meta issued its own centralized stablecoin to 2 billion users, it would effectively become a private central bank. Such a currency would be politically unacceptable to the U.S., which cannot allow monetary sovereignty to shift to a private company. Ethereum, however, avoids this issue—it is decentralized, neutral, and publicly verifiable. This is not merely competition among blockchains but a contest between centralized and open financial systems.

This is why the U.S. is structurally unable to reject Ethereum.

5. The Rise of DAT Companies: A New Industrial Layer Built on Ethereum

Another major development is the emergence of a new industry category: DAT (Data·AI·Tokenization) companies. These firms combine blockchain infrastructure, data centers, AI computation, and ETH staking into integrated business models. BitMine is a prime example. It holds large amounts of ETH, earns staking yields, and operates AI data centers simultaneously.

In doing so, these companies treat Ethereum not as a speculative asset but as operating capital. This resembles how banks use deposits to generate yield—except here, code automates the process instead of bankers. Ethereum is becoming not just an investment asset but the digital fuel for enterprise-level operations.

As AI and blockchain converge, demand for decentralized verification, data storage, and secure computation will surge. The infrastructure supporting these functions will increasingly rely on Ethereum. That means ETH demand grows structurally—not cyclically. This represents a shift in industrial architecture, not a simple investment theme.

Conclusion: Ethereum Is Becoming a Core Pillar of the Future Financial Order

Ethereum’s significance is not technological alone. It reflects a shift in global financial power. Central banks and Wall Street once defined the financial landscape, but the new era is shaped by code and networks. Ethereum sits at the center of this transformation.

Stablecoins digitize the dollar. Major financial institutions move assets onto Ethereum. AI, RWA, and DAT companies use ETH as operational capital. All signs converge toward a single direction: when America’s financial hegemony is rebuilt in digital form, Ethereum is positioned to be one of its foundational layers.

That does not mean Ethereum’s victory is guaranteed. Speed, regulation, and competition remain real challenges. Yet throughout history, once an infrastructure becomes the standard, it rarely gets replaced. Ethereum is already the standard language of digital finance, and the dollar system is expanding through it.

Ultimately, Ethereum stands at the intersection of finance, technology, and geopolitics. That is why I see it as one of the core assets of the future financial world. Tom Lee’s prediction of $100,000 ETH may be ambitious, but the direction is not wrong. Ethereum’s value is not just in price appreciation—it is in its role within the emerging financial order.