"1011 Insider Whale" Agent: ETH is the optimizer of corporate balance sheets in the long cycle

According to Odaily, Garrett Jin, the agent of "1011 Insider Whale," posted on X that for enterprises, if ETH is purchased at $3,000 and staked at a fixed annual yield of 3%, when the price rises to $9,000, the annualized USD staking yield can reach 9%. Even if the price drops (which is unlikely), long-term staking returns can offset fiat losses. For institutions and enterprises (such as Bitmine), ETH serves as a balance sheet optimizer in the macro cycle. Its high growth and technological characteristics make its valuation race against time, much like today's AI stocks with high price-to-earnings ratios.