@zhouxingda
Ethereum exhibits strong potential under NVIDIA's Vera Rubin platform, which is now in full production and drives explosive AI compute demand with 5x performance gains and persistent GPU scarcity into 2026.
Positive long-term impacts on ETH price:
AI agents emerging as dominant users, autonomously transacting and boosting on-chain activity, gas usage, and ETH burn (enhancing deflationary mechanics).
Rising demand for blockspace in AI-driven dApps, DeFi, and RWAs, increasing network utility and staking yields.
Infrastructure data (Jan 2026):
36M ETH staked (30% of supply), securing >$120B with >1M validators.
Ethereum ecosystem TVL exceeds $100B, supported by scalable L2s handling high throughput at low cost.
This robust, secure foundation positions Ethereum to capture AI boom value, supporting sustained price appreciation.
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