@huangdiandian
In 2026, Ethereum's institutional narrative shifts from speculative asset to foundational infrastructure for global finance. Key adjustments include:
Surge in ETF inflows ($5B+ in 2025) and staking yields (3-4%), positioning ETH as a yield-bearing alternative to bonds.
Regulatory clarity (e.g., Clarity Act) enables banks like JPMorgan and BlackRock to tokenize RWAs and build on ETH.
Upgrades like Glamsterdam enhance scalability, boosting L2 interoperability and stablecoin dominance (70% market share).
Institutional treasuries (e.g., BitMine's 3.6M ETH) drive deflationary supply and long-term holding.
This reframes ETH as the settlement layer for tokenized economies, with predictions up to $20K.
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