2026-01-17 07:26:56

Recently, there has been a lot of market analysis and increasing discussions about the future prospects of Ethereum. Some industry experts believe that Ethereum has undergone about ten years of practical testing, and its stability and security have been thoroughly validated, gradually becoming the "most trusted" underlying blockchain asset in the eyes of Wall Street institutions. There is substantial support behind this judgment—major financial institutions like BlackRock, Fidelity, and JPMorgan have already made tangible deployments, indicating a fundamental shift in the mainstream financial sector's attitude towards Ethereum.

From a price expectation perspective, some co-founders predict that ETH's market cap could grow to trillions of dollars, with the price of a single token potentially surpassing $15,000 by the end of 2026. This judgment is based on three key assumptions: first, the stablecoin market size will expand fivefold; second, tokenization of real-world assets (RWA) will also grow fivefold; third, ETH will evolve into a "productive store of value" similar to Bitcoin.

Thinking through these logical chains, as stablecoins serve as the infrastructure for on-chain payments and transactions, an expansion in scale will indeed drive demand across the entire ecosystem; meanwhile, the trend of tokenizing RWAs has already started globally, with banks, insurance companies, and asset managers experimenting; as for ETH's value positioning, shifting from a pure utility token to an asset with store-of-value attributes, this transformation is gradually taking shape in market perception. If we follow this logical progression, the current ETH price indeed still has considerable room for imagination.

ETH-0.12%

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SignatureVerifier

· 3h ago

ngl, those 5x assumptions are doing a lot of heavy lifting here... technically speaking, the institutional adoption narrative checks out, but the price math requires statistically improbable execution on *all three fronts* simultaneously. where's the vulnerability audit on this thesis, fr

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TerraNeverForget

· 3h ago

Hmm... $15,000? I believe in the potential, but this number feels a bit exaggerated. RWA is indeed moving, and BlackRock's entry is a solid confirmation, but a 5x growth requires quite an optimistic assumption. I believe in the expansion of stablecoins and payment infrastructure, but don't let another round of crashes happen again. Institutional bottom-fishing is a good sign, indicating real money is entering the market, but price speculation and fundamental growth should be considered separately. ETH as a store of value? Hold on, that's a different story from BTC... Wall Street's attitude has changed, no doubt, but don't thank them after being exploited.

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gas_guzzler

· 3h ago

15,000 USD? Honestly, that's a bit optimistic, but the institutional entry this time is real. It really feels like ETH is different this time. The logic of dual driving forces from RWA and stablecoins is indeed solid. The question is, how long will it take to expand fivefold? Everyone's waiting, but who dares to go all-in? Haha. JPMorgan has also come in, which shows Wall Street is really afraid of missing out. I'm also afraid of missing out. 15,000 might be a bit exaggerated, but a threefold increase shouldn't be a problem, right? Institutional positioning is the best signal. No need to look at all those messy analyses. It really feels different this time, but unfortunately, I don't have any capital left. The key is the store of value attribute. BTC has already proven it; now it's ETH's turn.

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SerNgmi

· 3h ago

15,000 dollars? That's pretty intense, but looking at Wall Street's moves now, it seems they're not just talking big. BlackRock and others are pouring real money in, which says a lot. This wave of RWA + stablecoins as a dual engine, the logic definitely holds. Those buying now are probably lining up for the feast years down the road. Institutional entry is different; while retail investors are still hesitating, they've already laid out the plans. Ethereum has really gone from a rookie to the big brother. Thinking back to all the voices criticizing Ethereum before, now they've all quieted down. Wall Street's biggest fear is missing out, so they're now rushing to catch up. But predicting a fivefold increase happening simultaneously might be a bit idealistic. By the way, are you still dollar-cost averaging now, or waiting for a pullback?

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