The value foundation of Bitcoin lies in energy; After POS, the value foundation of Ethereum lies in its applications. This is the underlying reason for the different performances of the two at the current stage. It is not impossible for Ethereum to surpass Bitcoin, as long as the prosperity and growth rate of its applications (with a large number of developers and users also consuming a huge amount of energy) exceed Bitcoin's energy consumption, there is an opportunity. The true currency lies in its usage scenarios, not in the storage of value. The store of value is gold, not currency. The biggest problem currently facing Ethereum is the lack of application scenarios, as its energy consumption is much lower than that of Bitcoin, resulting in its temporary weakness. The hope for Ethereum's breakthrough lies in AI agents, RWA, crypto games, and more. The road of Ethereum will ultimately be much more difficult than that of Bitcoin. If it's not difficult, how can it run and carry the new era of finance.