Ethereum continues to dominate institutional-relevant activity, hosting the bulk of stablecoin activity within a $300 billion market and handling over 90% of tokenized assets on-chain.

Ether’s price lag in the last cycle contrasts with growing fundamental opportunities that could define 2026, according to Vivek Raman of Etherealize.

A forward-looking framework links stablecoins growth, tokenization, and Ethereum’s role as neutral financial infrastructure, rather than presenting a traditional price forecast.

For the full 2026 outlook, see the edited Cointelegraph interview on their YouTube channel.

The interview urges viewers to focus on long-term structural trends rather than short-term price swings and to reassess ETH’s valuation in light of these dynamics.

Traditional finance institutions, including JPMorgan Chase and Fidelity, are rolling out tokenized investment products built on Ethereum, aided by clearer U.S. regulatory guidance.

Raman argues market sentiment for ETH is outpaced by its fundamentals, signaling a major opportunity on the 2026 horizon.