Ethereum tokenization wins hands down: no need to circumvent lock-up loopholes, all risks for SOL retail investors exposed!
The tokenization of ETH assets shows stronger advantages compared to BTC and SOL. The tokenization of Ether does not have the issue of needing to circumvent SOL asset lock-up regulations. Some $SOL is used to bypass the unlocking period, creating information asymmetry that puts retail investors at a disadvantage. The design of ETH tokenization avoids this issue, making the market structure fairer.
In comparison to Bitcoin, $ETH has staking properties, generating about 3% nominal returns, with actual returns around 2.3%. ETH has cash flow characteristics, providing institutional investors with a clearer valuation basis, while BTC tokenization lacks similar appeal.
The DeFi ecosystem of ETH is more mature and diverse, allowing enterprises to create higher returns through various protocols. Although SOL has made breakthroughs in performance and user base, it still struggles to compete with the depth and breadth of ETH's DeFi system.
Under the re-staking mechanism of EigenLayer and EigenCloud, the potential returns are highly attractive to institutions. The modular AVS of EigenCloud, verifiable AI agents, and the application scenarios of TradFi to zkTLS could all become new sources of income for ETH. ETH carries the DeFi narrative, extending into the realms of AI and foundational financial infrastructure.
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