Ethereum 2026: 5x growth window opens, institutions rush to raise funds, and ETH value revaluation

Author: Vivek Raman, Etherealize

Compiled by: Saoirse, Foresight News

Editor’s Note: At the start of 2026, while global financial institutions are still seeking certainty in digital transformation, Ethereum has quietly become the core battleground for institutional deployment, thanks to its decade-long proven security, scalable technology, and clear regulatory environment. From JPMorgan deploying money market funds on public chains, Fidelity integrating asset management into Layer1 networks, to the U.S. GENIUS Act clearing regulatory hurdles for stablecoins, and platforms like Coinbase and Robinhood building dedicated blockchains on Layer2 — these actions confirm Ethereum’s evolution from a “tech experiment” to a “global financial infrastructure.” In this analysis, Vivek Raman of Etherealize not only dissects the underlying logic of Ethereum becoming the “best business platform,” but also predicts a “fivefold growth” in tokenized assets, stablecoins, and ETH prices across three tracks. His insights into institutional holdings trends and the “blockchainization” inflection point of the financial system may provide key guidance for understanding the direction of the crypto market and financial reforms in the new year.

Over the past decade, Ethereum has established itself as the safest and most reliable blockchain platform adopted by global institutions.

Ethereum’s technology has achieved scalable applications, with proven institutional use cases. The global regulatory environment is increasingly open and welcoming to blockchain infrastructure, and the development of stablecoins and asset tokenization is bringing fundamental change.

Therefore, from 2026 onward, Ethereum will be the premier platform for conducting business.

After ten years of application, stable operation, global adoption, and high availability, Ethereum has become the preferred choice for institutions deploying blockchain. Let’s review how Ethereum has gradually become the default platform for tokenized assets over the past two years.

Finally, we forecast that by 2026, Ethereum’s tokenized asset market, stablecoin market, and ETH price could all increase fivefold. The stage for Ethereum’s revival is set, and the time for enterprises to adopt Ethereum infrastructure is ripe.

Ethereum: The Core Platform for Tokenized Assets

The transformation of assets via blockchain is akin to how the internet reshaped information — enabling assets to be digitized, programmable, and globally interoperable.

Tokenization of assets integrates assets, data, and payments into a unified infrastructure, fully upgrading business processes. Stocks, bonds, real estate, and capital can now circulate at internet speed. This is a major upgrade that the financial system should have adopted long ago, and now global public blockchains like Ethereum are turning this vision into reality.

Asset tokenization is rapidly shifting from a hot concept to a fundamental business model upgrade. Just as no company would abandon the internet for fax machines, once financial institutions experience the efficiency, automation, and speed benefits of shared global blockchain infrastructure, they will not revert to traditional methods. The tokenization process will become irreversible.

Currently, most high-value assets are tokenized on Ethereum — because Ethereum is the most neutral and secure global infrastructure. Like the internet, it is not controlled by any single entity and is open to all users.

By 2026, the “experimental phase” of asset tokenization will have officially ended, and the industry will have entered deployment. Major institutions are directly launching flagship products on Ethereum to access global liquidity.

Here are some examples of institutional asset tokenization on Ethereum:

• JPMorgan directly deploys money market funds on Ethereum, becoming one of the first banks to adopt public blockchain;
• Fidelity launches money market funds on Ethereum Layer1, integrating asset management and operations into blockchain infrastructure;
• Apollo launches private credit funds (ACRED) on public blockchains, with Ethereum and its Layer2 networks offering the highest liquidity;
• BlackRock, as a leading advocate of “everything tokenized,” has launched tokenized money market funds (BUIDL) on Ethereum, spearheading institutional asset tokenization;
• Amundi (Europe’s largest asset manager) tokenizes its euro-denominated money market funds on Ethereum;
• BNY Mellon, the oldest U.S. bank, tokenizes a AAA-rated collateralized loan obligation (CLO) fund on Ethereum;
• Baillie Gifford, one of the UK’s largest asset managers, plans to launch its first tokenized bond fund on Ethereum and Layer2 networks.

Ethereum: The Core Blockchain for Stablecoins

Stablecoins are the first clear example of “product-market fit” in asset tokenization — by 2025, stablecoin transfer volume exceeded $10 trillion. Essentially, stablecoins are tokenized dollars, representing a “software upgrade” of currency, enabling dollar transactions at internet speed with programmable features.

2025 is a pivotal year for stablecoins and public blockchain development: the U.S. GENIUS Act (also called the Stablecoin Act) was officially passed, establishing a regulatory framework for stablecoins and greenlighting the underlying public blockchain infrastructure.

Even before the GENIUS Act, Ethereum’s stablecoin adoption rate was already leading. Today, 60% of stablecoins are deployed on Ethereum and Layer2 networks (if future Ethereum Virtual Machine-compatible chains that could become Layer2 are included, this rises to 90%). The enactment of the GENIUS Act marks Ethereum’s official “opening for commercial use” — institutions can now deploy their own stablecoins with regulatory approval.

The reason email and websites achieved mass adoption was because they connected to a unified global internet (not isolated intranets). Similarly, stablecoins and all tokenized assets can only fully realize their potential and network effects within a unified global public blockchain ecosystem.

Thus, the explosive growth of stablecoins is just beginning. A typical example: SoFi, a U.S. national bank, became the first to issue a stablecoin (SoFiUSD) on a permissionless public blockchain, ultimately choosing Ethereum.

This is just the “tip of the iceberg” for stablecoin development. Investment banks and new banking entities are exploring issuing their own stablecoins solo or in alliances, and fintech companies are advancing deployment and integration. The digitalization of the dollar on public blockchains is underway, with Ethereum as the default platform.

Ethereum: Building Dedicated Blockchains

Blockchain is not a “one-size-fits-all” tool. The global financial market needs tailored solutions based on geography, regulation, and customer base. For this reason, Ethereum was designed from the start with high security as a core goal, and through flexible deployment of “Layer2 blockchains,” it enables high customization.

Just as every enterprise has its own website, apps, and customized environment on the internet, many will have their own dedicated Layer2 blockchain within the Ethereum ecosystem.

This is not just theoretical — it’s already being implemented. Ethereum Layer2 solutions have established institutional use cases, enabling scalable deployment and becoming a core feature of Ethereum’s “business-friendly” nature. Some examples:

• Coinbase built its Base blockchain on Ethereum Layer2, leveraging Ethereum’s security and liquidity while creating new revenue streams;
• Robinhood is developing a dedicated blockchain that will integrate tokenized stocks, prediction markets, and various assets, built on Ethereum Layer2;
• SWIFT (the global bank messaging network) is using Ethereum Layer2 network Linea for blockchain-based settlement services;
• JPMorgan deployed tokenized deposit services on Ethereum Layer2 network Base;
• Deutsche Bank is building a permissioned public blockchain on Ethereum Layer2, laying the groundwork for more banks to develop their own Layer2 solutions.

Layer2’s value lies not only in customization but also as the best business model in blockchain: it combines Ethereum’s global security with operational profit margins exceeding 90%, opening new revenue streams for enterprises.

For institutions adopting blockchain, this is the “best of both worlds”: leveraging Ethereum’s security and liquidity while maintaining profit margins and operating dedicated environments within the Ethereum ecosystem. Robinhood’s choice to build its own chain on Ethereum Layer2 exemplifies this: “Creating a truly decentralized, secure chain is extremely difficult… but with Ethereum, we can default to security.”

The global financial system will not be confined to a single blockchain, but it can rely on interconnected networks for collaboration — and this network is Ethereum and its Layer2 ecosystem.

Regulatory Environment Transformation

Without regulatory support, fundamental upgrades to the global financial system are impossible. Financial institutions are not tech companies and cannot innovate through “rapid trial and error.” High-value assets and capital flows require a robust regulatory framework, and the U.S. is leading in this area:

• Under SEC Chair Paul Atkins, since Ethereum’s inception in 2015, the first supportive regulatory framework for innovation has been established. Institutions are actively embracing asset tokenization, and the financial system is preparing for migration to digital infrastructure. Atkins himself states, “Within two years, all U.S. markets will be on-chain.”
• Congress also supports responsible blockchain adoption. The 2025 GENIUS Act (mentioned earlier in the stablecoin section) and the upcoming CLARITY Act will establish comprehensive legal frameworks for asset tokenization and public blockchain infrastructure, providing clear guidance for financial institutions.
• The DTCC (Depository Trust & Clearing Corporation), though a private entity, is a core infrastructure operator for U.S. securities markets. It has fully embraced asset tokenization, allowing assets held in DTC custody to circulate on public blockchains.

Over the past decade, blockchain’s ecosystem was in a “regulatory gray area,” limiting institutional applications. Now, led by the U.S., the regulatory environment has shifted from “resistance” to “support.” Ethereum, as the “best business platform,” has a fully built stage for thriving growth.

ETH: Institutional-Grade Asset Treasury

Ethereum’s position as the “safest blockchain” makes it the default choice for institutions. By 2026, ETH will be revalued alongside BTC as an “institutional-grade store of value.”

The blockchain ecosystem will have more than one store of value: BTC has established itself as “digital gold,” while ETH is becoming “digital oil” — a yield-bearing, practical store of value driven by its underlying ecosystem and economic activity.

MicroStrategy, the company holding the most Bitcoin, has led the way in making BTC an institutional store of value. Over the past four years, MicroStrategy has continuously added BTC to its treasury, advocating its value proposition and making it a core component of institutional digital asset holdings.

Today, four “MicroStrategy-like” companies are emerging in the Ethereum ecosystem, pushing ETH toward similar breakthroughs:

• BitMine Immersion (Stock code: BMNR), operated by Tom Lee;
• Sharplink Gaming (Stock code: SBET), operated by Joe Lubin and Joseph Chalom;
• The Ether Machine (Stock code: ETHM), operated by Andrew Keys;
• Bit Digital (Stock code: BTBT), operated by Sam Tabar.

MicroStrategy owns about 3.2% of circulating BTC supply. The four ETH-holding companies have collectively purchased approximately 4.5% of ETH’s circulating supply over the past six months — and this process is just beginning.

As these companies continue to include ETH in their balance sheets, institutional ownership of these ETH holdings is rapidly rising. ETH is poised to be revalued alongside BTC as an institutional store of value.

2026 Ethereum Forecast: 5x Growth

Tokenized Assets: 5x to $100 billion

In 2025, the total value of tokenized assets on blockchain grew from about $6 billion to over $18 billion, with 66% deployed on Ethereum and Layer2 networks.

The global financial system is just beginning its asset tokenization journey, with institutions like JPMorgan, BlackRock, and Fidelity already using Ethereum as the default platform for high-value tokenized assets.

We forecast that by 2026, the total tokenized asset market will grow fivefold, reaching nearly $100 billion, with most assets deployed on Ethereum.

Stablecoins: 5x to $1.5 trillion

Currently, the total market cap of stablecoins on public blockchains is $308 billion, with about 60% on Ethereum and Layer2 networks (rising to 90% if future Ethereum Virtual Machine-compatible chains are included).

Stablecoins have become a strategic asset for the U.S. government. The U.S. Treasury has repeatedly stated that stablecoins are central to maintaining dollar dominance in the 21st century. The total dollar supply is $22.3 trillion. With the implementation of the GENIUS Act and large-scale stablecoin adoption, an estimated 20-30% of dollars will migrate onto public blockchains.

We predict that by 2026, the total stablecoin market cap will grow fivefold to $1.5 trillion, with Ethereum playing a leading role.

ETH: 5x to $15,000

ETH is rapidly developing into an institutional-grade store of value alongside BTC. ETH’s growth potential is a “bullish option” for blockchain technology, driven by:

• The expansion of asset tokenization
• The widespread adoption of stablecoins
• Increased institutional blockchain adoption
• The “ChatGPT moment” — a technological breakthrough triggering industry transformation

Holding ETH is akin to owning a stake in the “new financial internet.” Its value will be driven by user growth, asset volume, applications, Layer2 activity, and transaction frequency.

We forecast that by 2026, ETH will achieve at least a fivefold increase in value (market cap around $2 trillion, comparable to current BTC), entering its “Nvidia moment” — a critical phase of explosive growth similar to Nvidia’s AI-driven surge.

Ethereum: The Best Platform for Business

By 2026, the debate over “why adopt blockchain” will be a thing of the past. Institutions will be fully engaged in asset tokenization, stablecoin deployment, and customized blockchain solutions, marking the start of a structural upgrade to the global financial system.

When choosing blockchain infrastructure, institutions prioritize: proven track record, application precedents, security, liquidity, usability, and risk management — and Ethereum excels in all these areas. If a company needs to:

• Increase profit margins? Use asset tokenization to cut costs, stablecoins to reduce fees, and build dedicated blockchains on Ethereum.
• Create new revenue streams? Develop structured products, launch new assets, or issue proprietary stablecoins on Ethereum.
• Digitize operations? Optimize workflows, automate accounting and payments, and reduce manual reconciliation using Ethereum.

2025 will be a turning point for Ethereum: infrastructure upgrades are complete, institutional pilot projects are scaling, and regulatory environments are turning favorable.

In 2026, the global financial system will experience an “Internet moment” — and this transformation will happen on Ethereum, the premier platform for doing business.