2026-01-18 10:01:55

#MSCI未来或纳入数字资产财库企业 The institutionalization trend of Ethereum in 2026 is becoming increasingly evident. Total staked amount has surpassed 35.5 million tokens, spot ETFs continue to drain liquidity, and a shift in regulatory attitude is encouraging large funds to enter with real capital.

On the technical side, efforts are also ongoing—Fusaka has upgraded and optimized the performance bottleneck of Layer 2, Glamsterdam's upgrade is on the way, and TPS is expected to reach new heights. This is not hype; it’s a genuine infrastructure upgrade. Additionally, the tokenization scale of RWA assets is beginning to explode, on-chain activity is rising, and the ecosystem is self-improving.

The interesting part lies in the flow of funds. Signs are emerging of Bitcoin funds moving into Ethereum, which usually indicates the market entering a different phase. Driven by both technological iteration and ecosystem applications, Ethereum is stepping into a cycle dominated by institutional players. $ETH $XRP $SOL Everyone has their own opportunities.

ETH0.5%

BTC-0.39%

XRP-0.53%

SOL-1.02%

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Layer2Arbitrageur

· 3h ago

ngl the gas optimization on these L2s is starting to look actually legit... those TPS gains might actually create some real arbitrage windows if you're fast enough with your bridge routing.

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GasGuzzler

· 3h ago

Institutions entering the market are truly different; the 35.5 million staked tokens are dazzling to look at. Wait, is RWA爆发? Feels like I missed something. Bitcoin leading Ethereum... this time it's really not just a pipe dream. Layer 2 performance upgrades + ETF siphoning, this pace is a bit intense. Who’s still waiting for Ethereum to reach five figures? Institutions are already eating up the chips. Breaking TPS records sounds great, but what about actual on-chain use cases... Honestly, I don’t know. Funds flowing back from Bitcoin to Ethereum—are institutions really manipulating this wave? Regulatory shifts might be the most critical factor in this round of the market. RWA + ETF double play, missing the boat now might be a bit regretful. Breaking staking records means the price is going to rise? I’d rather know when these institutions will exit.

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MemeCurator

· 3h ago

35.5 million staked tokens really can't hold up anymore, big players are really starting to step in Institutional recognition = ETH taking off? Let's watch first, don't be too optimistic Layer 2 optimization I believe in, but I've heard about TPS new highs many times Bitcoin's rotation to ETH, feels like old news again RW A concept is hot, but I'm just worried it will turn into air again XRP and SOL also have a chance? Then what about my bag? Technical upgrades sound great, but in the end, it's still about the price of the coin

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degenonymous

· 3h ago

Institutional entry is no longer just talk. Staked amount surpassing 35.5 million clearly indicates the trend. If RWA takes off, the Ethereum ecosystem will truly have potential. But to be honest, I have reservations about the judgment that BTC will replace ETH... Historically, such conversions are often traps. TPS upgrades are real, but gas fees are still ridiculously high. How to solve this? Inclusion of digital assets in MSCI, if it truly materializes, will rewrite the entire landscape.

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Anon32942