Tokenized real-world assets—from US Treasury bonds to real estate—require robust Layer 1 infrastructure. Ethereum's battle-tested ecosystem is the default choice, with trillions in potential RWA value waiting for on-chain infrastructure.
BlackRock captured 78% of Ethereum ETF inflows on August 25, 2026. Major asset managers are voting with capital for Ethereum's fundamental role in institutional crypto infrastructure.
Ethereum's Glamsterdam upgrade in Q4 2026 will enable significantly increased Layer 1 capacity and parallel execution. This addresses the scalability bottleneck that has constrained institutional adoption.
While Bitcoin rallies on macro stimulus, Ethereum's rise is driven by institutional adoption of its infrastructure. The two rallies have different drivers—Ethereum's is sustainable as tokenization accelerates.
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