TCP/IP won the Internet and captured no equity value, so infrastructure dominance is not automatically a $ETH trade. Ethereum’s data hub shows $173B in stablecoins and $17.5B in RWAs, while growthepie logged $304.9K of mainnet fees on July 7; a rerating needs deeper ETH demand as reserve collateral, with $73.7B staked against $254B secured.

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