@chentiantian
Morgan Stanley filed for a spot Ethereum Trust in January 2026, positioning ETH as a core institutional asset alongside Bitcoin and Solana. The proposed ETF tracks ETH's price directly while incorporating staking rewards, signaling strong Wall Street confidence in Ethereum's maturity and yield potential.
Ethereum's Layer 2 ecosystem offers attractive returns through scalable, low-cost transactions, driving TVL growth and user adoption. However, fragmentation across 50+ rollups risks liquidity splits and poor UX. Analysts predict 2026 consolidation around dominant L2s (e.g., Arbitrum, Optimism, Base), reducing risks and boosting unified returns.
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