BlockBeats 消息，1 月 16 日，「BTC OG 内幕巨鲸」代理人 Garrett Jin 发文表示，随着人工智能应用日趋成熟，AI 辅助交易规模必将迅速发展壮大。以太坊的智能合约和 Layer 2 解决方案为 AI 机器人提供了一个可编程、透明且安全的执行环境，从而实现了交易、客户互动和营销的自动化。
**1、这个生态系统极有可能以以太坊为基础。**它将主要基于智能合约、DeFi 协议和去中心化人工智能代理构建。以太坊的 DeFi 和 AI 生态系统的融合凸显了 ETH 的高科技和增长导向型特征。
**2、这两个生态系统的融合必将推动对稳定币的更高需求。**以太坊上稳定币活动的增加直接提升了 ETH 的估值，类似于石油与 GDP 增长之间的关系。
从更广泛的宏观角度来看，人工智能可能会推动长期通缩周期，从而显著降低全球利率（远低于 2-3%)。在这种环境下，ETH 3% 的质押收益率将日益被视为一项颇具吸引力的固定收益，而这一因素目前尚未完全反映在 ETH 的价格中。一旦这一特性显现，更多机构资本可能会将 ETH 视为战略储备资产。
因此，ETH 的估值框架结合了高股息和高科技增长的双重属性：
· 其高股息特性的释放应伴随着下行波动性的降低。
· 其高科技增长特性的释放应该伴随着上涨波动性的增强。
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