The market landscape in early 2026 is indeed complex. The Federal Reserve continues to signal rate cuts, the US stock market hits new all-time highs, and gold even approaches the $4,800 mark. This is a typical prelude to liquidity overflow.

Against this macro backdrop, ETH's performance is worth paying attention to. In 2025, Ethereum generated $5 billion in revenue through stablecoin operations, indicating that on-chain finance has already established the foundational capability to compete directly with traditional assets. This is not just a number, but a signal that decentralized finance is moving toward mainstream recognition.

While BTC continues to build momentum amid risk-averse sentiment, true resilience opportunities often lurk at points of consensus shift. When liquidity is abundant and risk appetite rebounds, assets with strong community foundations and cultural recognition tend to respond first. Various applications within the Ethereum ecosystem are experiencing this transition—from technical experimentation to real financial infrastructure.

Be cautious of market noise and focus on genuine trends.