Chainfeeds Summary:
Ethereum's 2026 forecast: Tokenization, stablecoins, and an overall 5x increase in ETH price.
Article source:
https://bowtiedbull.io/p/2026-eth-update-with-etherealize
Article Author:
BowTied Bull
Opinion:
BowTied Bull: Stablecoins are the clearest and most successful product-market fit (PMF) case of tokenization. By 2025, stablecoin transaction volume had exceeded $10 trillion. Even before GENIUS, Ethereum already had the highest stablecoin adoption rate. Today, approximately 60% of stablecoins globally reside on Ethereum and its L2 network. The true significance of the GENIUS Act lies in the fact that Ethereum is now officially open to institutional investors. Just as email and websites succeed because they connect to a unified global internet (rather than countless intranets), stablecoins and tokenized assets can only truly unleash network effects within a public, global blockchain ecosystem. A direct example is SoFi, the first national bank in the US to issue a stablecoin, SoFiUSD, which chose to deploy on Ethereum. This is just the tip of the iceberg. Blockchain is not a one-size-fits-all solution. Global financial markets need to be customized based on region, regulatory environment, and customer structure. This is precisely why Ethereum was designed from the outset to be: extremely secure at L1 and highly customizable at L2. Just as every company has its own website, applications, and cloud environment, many companies will have their own Ethereum L2 blockchain in the future. This is no longer theory, but reality: Coinbase launched Base as Ethereum L2; Robinhood built Ethereum L2 to support tokenized stocks, prediction markets, and more; SWIFT uses Ethereum L2 Linea for on-chain settlement; JPMorgan Chase deployed tokenized deposits on Base; Deutsche Bank is building its own Ethereum L2 network; L2 is also one of the best business models in the blockchain field: while inheriting Ethereum's security, L2 can achieve profit margins of over 90%. As Ethereum becomes the default infrastructure for institutions, ETH is being repriced as an institutional-grade store of value asset, on par with BTC. BTC is digital gold; ETH is digital oil, with yield, uses, and an ecosystem. By 2026, we will no longer be asking why use blockchain. The real question is: whoever completes the migration first will win the next era. And the answer is becoming clear: Ethereum is the default platform for upgrading the global financial system.
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